SHELBURNE FARMS: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SHELBURNE FARMS (EIN 03-0229347)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-07-01
- IRS object ID
- 202121829349300602
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule G
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-07-01T05:23:30-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 030340114 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MUDGETT JENNETT & KROGH-WISNER PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 937 | AddressLine1Txt |
| City | MONTPELIER | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 056010937 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030229347 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHELBURNE FARMS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHEL | BusinessNameControlTxt |
| Phone | 8029858686 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1611 HARBOR ROAD | AddressLine1Txt |
| City | SHELBURNE | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05482 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ALEC WEBB | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 8029858686 | PhoneNum |
| Signature | 2021-07-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ALEC | PersonFirstNm |
| Person Last | WEBB | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ERIN J PACKIE CPA | PreparerPersonNm |
| PTIN | P01442458 | PTIN |
| Phone | 8022299193 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ALEC WEBB | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1611 HARBOR ROAD | AddressLine1Txt |
| City | SHELBURNE | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05482 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,131,879 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | SHELBURNEFARMS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1972 | FormationYr |
| Legal Domicile State | VT | LegalDomicileStateCd |
| Activity Or Mission | INSPIRING AND CULTIVATING LEARNING FOR A SUSTAINABLE FUTURE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 85 | TotalEmployeeCnt |
| Total Volunteers | 27 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $10,444,280 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,482,222 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,100,411 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $722,027 | CYProgramServiceRevenueAmt |
| PY Investment Income | $543,561 | PYInvestmentIncomeAmt |
| CY Investment Income | $783,948 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$4,499 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $12,083,753 | PYTotalRevenueAmt |
| CY Total Revenue | $7,988,197 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,698,037 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,350,421 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $189,683 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $31,875 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $698,365 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,408,867 | PYOtherExpensesAmt |
| CY Other Expenses | $1,907,879 | CYOtherExpensesAmt |
| PY Total Expenses | $6,296,587 | PYTotalExpensesAmt |
| CY Total Expenses | $5,290,175 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $5,787,166 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,698,022 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $49,521,390 | TotalAssetsBOYAmt |
| Total Assets EOY | $55,024,961 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,064,120 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $5,239,391 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $46,457,270 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $49,785,570 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE MISSION OF SHELBURNE FARMS IS TO INSPIRE AND CULTIVATE LEARNING FOR A SUSTAINABLE FUTURE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,957,924 | ExpenseAmt |
| Revenue | $1,348,943 | RevenueAmt |
| Desc | SHELBURNE FARMS IS AN EDUCATION NONPROFIT ON A MISSION TO INSPIRE AND CULTIVATE A SUSTAINABLE FUTURE. IT OFFERS TRANSFORMATIVE LEARNING EXPERIENCES TO HELP EDUCATORS AND STUDENTS CREATE A MORE THRIVING WORLD. ITS HOME CAMPUS IS A 1,400-ACRE DIVERSIFIED FARM AND NATIONAL HISTORIC LANDMARK LOCATED IN VERMONT ON THE HOMELANDS OF THE WESTERN ABENAKI. SHELBURNE FARMS REALIZES ITS EDUCATION MISSION THROUGH PROGRAMS FOCUSED ON EDUCATION FOR SUSTAINABILITY AND BY USING ITS WORKING FARM CAMPUS AS A LIVING CLASSROOM.THIS DESCRIPTION CONTINUED ON SCHEDULE O.THROUGH A DIVERSE PORTFOLIO OF PROGRAMS AND ACTIVITIES, SHELBURNE FARMS:" ENGAGES YOUTH AND PEOPLE OF ALL AGES IN LEARNING EXPERIENCES THAT INSPIRE THEM TO BUILD DIVERSE, RESILIENT, CARING COMMUNITIES; " PRACTICES STEWARDSHIP AND EMBODIES VALUES OF PLACE AND COMMUNITY THROUGH CARING FOR AND SHARING OUR NATURAL, AGRICULTURAL, CULTURAL, AND HUMAN RESOURCES; AND" COLLABORATES WITH EDUCATORS AND OTHER LOCAL, NATIONAL AND INTERNATIONAL PARTNERS TO ADVANCE EDUCATION FOR SUSTAINABILITY WORLDWIDE.SHELBURNE FARMS IS TYPICALLY SUPPORTED BY CHARITABLE CONTRIBUTIONS, TUITION, FEES AND ADDITIONAL REVENUE FROM ITS MISSION ADVANCING ENTERPRISES, INCLUDING A GRASS-BASED DAIRY AND AWARD-WINNING FARMSTEAD CHEESE MAKING OPERATION, AN ORGANIC MARKET GARDEN, MAPLE SUGARING AND SUSTAINABLE LUMBER PRODUCTION, SPECIAL EVENTS, YEAR-ROUND GUEST ACCOMMODATIONS, AND A SEASONAL FARM-TO-TABLE RESTAURANT. FOLLOWING THE TRANSFORMATIONAL GIFT OF THE PROPERTY TO THE NONPROFIT IN 1984, IMPROVING THE HISTORIC PROPERTY TO BUILD AN INSPIRING CAMPUS FOR LEARNING HAS BEEN AN ONGOING ENDEAVOR. THE FIRST YEAR OF THE COVID-19 PANDEMIC MARKS SHELBURNE FARMS' 48TH YEAR AS AN EDUCATIONAL ORGANIZATION THAT TOUCHES THE LIVES OF THOUSANDS OF PEOPLE. IN 2020, THE FARM RECEIVED RECORD CHARITABLE SUPPORT FROM 4,739 INDIVIDUAL DONORS FROM 50 STATES AND 9 COUNTRIES, INCLUDING GENEROUS SPECIAL SUPPORT FOR A RESILIENCY FUND LAUNCHED BY THE BOARD TO HELP STRENGTHEN THE ORGANIZATION FOR THE FUTURE. WHILE MANY ON-SITE PROGRAMS WERE NOT OFFERED IN 2020, THE FARM WAS ABLE TO PROVIDE ON-LINE PROGRAMS FOR EDUCATORS AND SERVE AS A REFUGE FOR THE COMMUNITY. WELCOME CENTER GATE ATTENDANCE FOR THE WALKING TRAILS WAS ESTIMATED AT 130,000. SEVENTEEN HUNDRED EDUCATORS TOOK PART IN SHELBURNE FARMS ON-LINE PROFESSIONAL LEARNING PROGRAMS DURING THE PANDEMIC, INCLUDING PARTICIPANTS FROM 36 STATES AND 6 COUNTRIES. EVERY EDUCATOR IS SEEN AS A LIFE-LONG PARTNER JOINING IN INCREASING THE IMPACT OF EDUCATION FOR SUSTAINABILITY LOCALLY, NATIONALLY, AND INTERNATIONALLY. ULTIMATELY THE SUCCESS OF THE EDUCATION PROGRAMS AT SHELBURNE FARMS IS MEASURED BY DEEPENING TEACHER PRACTICE AND STUDENT LEARNING, LEADING TO IMPROVEMENTS IN QUALITY OF LIFE FOR GENERATIONS TO COME. THIS PAST YEAR, SHELBURNE FARMS ALSO CONTINUED TO RECEIVE SIGNIFICANT FUNDING FOR ITS EDUCATION FOR SUSTAINABILITY PROGRAMS. GIFTS AND GRANTS PROVIDED CRITICAL SUPPORT FOR THE FARM-BASED EDUCATION NETWORK, VERMONT FEED (FOOD EDUCATION EVERYDAY) IN COLLABORATION WITH NOFA-VT, AND OUR PLACE BASED EDUCATION PROGRAMS WITH THE NATIONAL PARK SERVICE, AND FOR OUR CLIMATE CHANGE EDUCATION PROGRAMMING. SPECIAL GRANT FUNDING ALSO MADE POSSIBLE CONTINUING HIGH PRIORITY CAMPUS CAPITAL IMPROVEMENTS SUCH AS WATER SYSTEM UPGRADES, LIGHTNING PROTECTION AT THE COACH BARN, AND THE BREEDING BARN EXTERIOR RESTORATION PROJECT. SHELBURNE FARMS' VISION IS A HEALTHY AND JUST WORLD ROOTED IN STEWARDSHIP AND COMMUNITY. TO LEARN MORE ABOUT HOW SHELBURNE FARMS IS WORKING TO INSPIRE AN EMERGING GENERATION OF CHANGEMAKERS, PLEASE VISIT WWW.SHELBURNEFARMS.ORG. | Desc |
| Total Program Service Expenses | $3,957,924 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 74 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 85 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JESS PERRAULT CHIEF FINANCIAL OFFICER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8029850375 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1611 HARBOR ROAD | AddressLine1Txt |
| City | SHELBURNE | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05482 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| SHARMY ALTSHULER | |||||||
| BOARD OF DIRECTORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BOB BAIRD | |||||||
| BOARD OF DIRECTORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| FRED BAY | |||||||
| BOARD OF DIRECTORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BINTA COLLEY | |||||||
| BOARD OF DIRECTORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| BEN FREEMAN | |||||||
| BOARD OF DIRECTORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE JOHNSON | |||||||
| BOARD OF DIRECTORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREW MEYER | |||||||
| BOARD OF DIRECTORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CASEY MURROW | |||||||
| BOARD OF DIRECTORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LANDON STORRS | |||||||
| BOARD OF DIRECTORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ERNIE POMERLEAU | |||||||
| BOARD OF DIRECTORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KATE WILLIAMS | |||||||
| BOARD OF DIRECTORS | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NAN JENKS-JAY | |||||||
| BOARD OF DIRECTORS - CHAIR | 6.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| WILL JACKSON | |||||||
| BOARD OF DIRECTORS - SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| DAVID MARVIN | |||||||
| BOARD OF DIRECTORS - TREASURER | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| LISA STEELE | |||||||
| BOARD OF DIRECTORS - VICE CHAIR | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ALEC WEBB | |||||||
| PRESIDENT | 60.00 | Yes (X) | $137,098 | $0 | $8,848 | Yes (X) | |
| JESSICA PERRAULT | |||||||
| CFO/ASSISTANT TREASURER | 45.00 | $97,512 | $0 | $8,161 | Yes (X) | ||
| CLARA NOLD | |||||||
| ASSISTANT SECRETARY | 40.00 | $65,278 | $0 | $13,089 | Yes (X) | ||
| MEGAN CAMP | |||||||
| VICE PRESIDENT & PROGRAM DIRECTOR | 45.00 | $103,145 | $0 | $9,263 | Yes (X) | ||
| ROBIN TURNAU | |||||||
| CHIEF ADVANCEMENT OFFICER | 45.00 | $112,000 | $0 | $2,565 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $515,033 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $41,926 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ECI ENGINEERS CONSTRUCTION INC | |||||
| PO BOX 2187 | SOUTH BURLINGTON | VT | 05407 | CONTRACTOR | $392,755 |
| PORTER & ASSOCIATES | |||||
| PO BOX 3002 | BURLINGTON | VT | 05408 | CONTRACTOR | $185,817 |
| NAYLOR & BREEN BUILDERS INC | |||||
| 191 ALTA WOODS | BRANDON | VT | 057339773 | CONTRACTOR | $171,420 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $289,949 | GovernmentGrantsAmt |
| All Other Contributions | $6,192,273 | AllOtherContributionsAmt |
| Noncash Contributions | $230,925 | NoncashContributionsAmt |
| Total Contributions | $6,482,222 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| AGRICULTURAL ACTIVITIES | 110000 | $432,929 | $432,929 |
| FACILITIES PROGRAMS | 713990 | $256,798 | $256,798 |
| PUBLIC AND SCHOOL PROGRAMS | 611600 | $20,962 | $20,962 |
| EDUCATIONAL TOURS | 611710 | $7,140 | $7,140 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,198 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,198 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $722,027 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $157,032 | TotalRevenueColumnAmt |
| Exclusion | $157,032 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $422,643 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $422,643 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,337,955 | SecuritiesAmt |
| Other | $10,000 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,720,832 | SecuritiesAmt |
| Other | $207 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $617,123 | SecuritiesAmt |
| Other | $9,793 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $626,916 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $626,916 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,988,197 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,348,943 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $157,032 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $327,732 | TotalAmt |
| Program Services | $121,263 | ProgramServicesAmt |
| Management And General | $158,619 | ManagementAndGeneralAmt |
| Fundraising | $47,850 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,479,000 | TotalAmt |
| Program Services | $2,008,360 | ProgramServicesAmt |
| Management And General | $43,275 | ManagementAndGeneralAmt |
| Fundraising | $427,365 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,822 | TotalAmt |
| Program Services | $32,247 | ProgramServicesAmt |
| Management And General | $4,074 | ManagementAndGeneralAmt |
| Fundraising | $7,501 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $266,297 | TotalAmt |
| Program Services | $131,726 | ProgramServicesAmt |
| Management And General | $83,794 | ManagementAndGeneralAmt |
| Fundraising | $50,777 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $233,570 | TotalAmt |
| Program Services | $171,877 | ProgramServicesAmt |
| Management And General | $21,714 | ManagementAndGeneralAmt |
| Fundraising | $39,979 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $115,811 | TotalAmt |
| Program Services | $48,826 | ProgramServicesAmt |
| Management And General | $11,605 | ManagementAndGeneralAmt |
| Fundraising | $55,380 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,562 | TotalAmt |
| Management And General | $12,562 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,838 | TotalAmt |
| Management And General | $18,838 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,875 | TotalAmt |
| Fundraising | $31,875 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $488,388 | TotalAmt |
| Program Services | $488,388 | ProgramServicesAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,837 | TotalAmt |
| Program Services | $59,807 | ProgramServicesAmt |
| Management And General | $488 | ManagementAndGeneralAmt |
| Fundraising | $542 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $485,750 | TotalAmt |
| Program Services | $448,459 | ProgramServicesAmt |
| Management And General | $26,659 | ManagementAndGeneralAmt |
| Fundraising | $10,632 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,414 | TotalAmt |
| Program Services | $19,268 | ProgramServicesAmt |
| Management And General | $56 | ManagementAndGeneralAmt |
| Fundraising | $90 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $93,028 | TotalAmt |
| Program Services | $4,984 | ProgramServicesAmt |
| Management And General | $79,340 | ManagementAndGeneralAmt |
| Fundraising | $8,704 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $515,708 | TotalAmt |
| Program Services | $459,160 | ProgramServicesAmt |
| Management And General | $54,081 | ManagementAndGeneralAmt |
| Fundraising | $2,467 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $210,675 | TotalAmt |
| Program Services | $205,279 | ProgramServicesAmt |
| Management And General | $2,512 | ManagementAndGeneralAmt |
| Fundraising | $2,884 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| MATERIALS AND SUPPLIES | $233,998 | $226,399 | $5,631 | $1,968 |
| MISCELLANEOUS | $155,931 | $34,942 | $110,638 | $10,351 |
| TRANSFER TO SFI INVENTO | -$503,061 | -$503,061 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,290,175 | TotalAmt |
| Program Services | $3,957,924 | ProgramServicesAmt |
| Management And General | $633,886 | ManagementAndGeneralAmt |
| Fundraising | $698,365 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $207,468 | BOYAmt |
| EOY | $268,475 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,143,703 | BOYAmt |
| EOY | $9,199,407 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,447,400 | BOYAmt |
| EOY | $3,645,922 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $175,359 | BOYAmt |
| EOY | $219,966 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $134,529 | BOYAmt |
| EOY | $130,244 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,702 | BOYAmt |
| EOY | $45,704 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $41,041,733 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,559,278 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,194,934 | BOYAmt |
| EOY | $25,482,455 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,652,387 | BOYAmt |
| EOY | $10,068,848 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,302,314 | BOYAmt |
| EOY | $580,203 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,240,594 | BOYAmt |
| EOY | $5,383,737 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,521,390 | BOYAmt |
| EOY | $55,024,961 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $802,280 | BOYAmt |
| EOY | $954,135 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,391 | BOYAmt |
| EOY | $86,055 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,250,449 | BOYAmt |
| EOY | $3,640,709 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $558,492 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,064,120 | BOYAmt |
| EOY | $5,239,391 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,096,314 | BOYAmt |
| EOY | $40,112,939 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,360,956 | BOYAmt |
| EOY | $9,672,631 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,457,270 | BOYAmt |
| EOY | $49,785,570 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $49,521,390 | BOYAmt |
| EOY | $55,024,961 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $2,698,022 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $755,324 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$125,046 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,899,221 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,585,005 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,248,574 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $10,170,364 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,202,273 | CurrentTaxYearAmt |
| Total | $38,105,437 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $832,206 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,228,701 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,224,580 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,338,933 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,011,977 | CurrentTaxYearAmt |
| Total | $5,636,397 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $5,731,427 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,813,706 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,473,154 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,509,297 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,214,250 | CurrentTaxYearAmt |
| Total | $43,741,834 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $754,834 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $763,101 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,632,066 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,550,918 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $925,889 | CurrentTaxYearAmt |
| Total | $10,626,808 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $344,549 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $535,276 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $63,258 | CurrentTaxYearMinus2YearsAmt |
| Total | $943,083 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,099,383 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,298,377 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,695,324 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,550,918 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $925,889 | CurrentTaxYearAmt |
| Total | $11,569,891 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $32,171,943 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $414,528 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $489,817 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $534,787 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,265,883 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $579,674 | CurrentTaxYearAmt |
| Total | $3,284,689 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $414,528 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $489,817 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $534,787 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,265,883 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $579,674 | CurrentTaxYearAmt |
| Total | $3,284,689 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $6,145,955 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,303,523 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,007,941 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $12,775,180 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,793,924 | CurrentTaxYearAmt |
| Total | $47,026,523 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.68410 | PublicSupportCY509Pct |
| Public Support PY509 | 0.63820 | PublicSupportPY509Pct |
| Investment Income CY | 0.06980 | InvestmentIncomeCYPct |
| Investment Income PY | 0.07180 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $361,540 | CurrentYearMinus3Amt |
| Total | $361,540 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $542,310 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $21,840 | CurrentYearMinus3Amt |
| Total | $21,840 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $90,385 | CurrentYearMinus3Amt |
| Total | $90,385 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $135,578 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Assets Included | $243,468 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Collection Used Preservation | Yes (X) | CollectionUsedPreservationInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,161,431 | BeginningYearBalanceAmt |
| Contributions | $158,276 | ContributionsAmt |
| Investment Earnings Or Losses | $1,383,335 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $196,820 | OtherExpendituresAmt |
| Administrative Expenses | $47,329 | AdministrativeExpensesAmt |
| End Year Balance | $9,458,893 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,776,058 | BeginningYearBalanceAmt |
| Contributions | $1,841,005 | ContributionsAmt |
| Investment Earnings Or Losses | $756,360 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $177,900 | OtherExpendituresAmt |
| Administrative Expenses | $34,092 | AdministrativeExpensesAmt |
| End Year Balance | $8,161,431 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $6,033,633 | BeginningYearBalanceAmt |
| Contributions | $44,727 | ContributionsAmt |
| Investment Earnings Or Losses | -$98,098 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $169,500 | OtherExpendituresAmt |
| Administrative Expenses | $34,704 | AdministrativeExpensesAmt |
| End Year Balance | $5,776,058 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,391,926 | BeginningYearBalanceAmt |
| Contributions | $113,400 | ContributionsAmt |
| Investment Earnings Or Losses | $721,638 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $161,700 | OtherExpendituresAmt |
| Administrative Expenses | $31,631 | AdministrativeExpensesAmt |
| End Year Balance | $6,033,633 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,300,064 | BeginningYearBalanceAmt |
| Contributions | $20,168 | ContributionsAmt |
| Investment Earnings Or Losses | $257,520 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $154,900 | OtherExpendituresAmt |
| Administrative Expenses | $30,926 | AdministrativeExpensesAmt |
| End Year Balance | $5,391,926 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.63460 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.26220 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.10320 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $797,200 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $11,444,963 | OtherCostOrOtherBasisAmt |
| Book Value | $12,242,163 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $5,026,027 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $19,545,525 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,508,397 | DepreciationAmt |
| Book Value | $12,063,155 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $47,344 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $32,316 | DepreciationAmt |
| Book Value | $15,028 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,277,189 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $2,351,955 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,018,565 | DepreciationAmt |
| Book Value | $610,579 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $1,800 | InvestmentCostOrOtherBasisAmt |
| Other Cost Or Other Basis | $549,730 | OtherCostOrOtherBasisAmt |
| Book Value | $551,530 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $25,482,455 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DUE FROM SHELBURNE FARMS, INC. | $4,902,764 |
| ANTIQUES AND ART | $243,468 |
| BENEFICIAL ASSETS HELD BY OTHERS | $237,505 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $5,383,737 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PPP LOAN PAYABLE | Desc |
| Amt | $558,492 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $558,492 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | COLLECTIONS AND RELATION TO EXEMPT PURPOSE - THE COLLECTION OF ANTIQUES AND ART MAINTAINED BY SHELBURNE FARMS INCLUDES ANTIQUE FURNITURE AND HOUSEHOLD GOODS AS WELL AS ARTWORK. THESE ITEMS SERVE THE ORGANIZATION'S MISSION AS THEY ARE ON DISPLAY IN THE FACILITIES AND CONTRIBUTE TO THE STEWARDSHIP OF CULTURAL RESOURCES. |
| PART V, LINE 4: | INTENDED USES FOR ENDOWMENT FUNDS - DONORS TO THE FARM'S ENDOWMENT FUND CREATE A LEGACY THAT WILL BENEFIT FUTURE GENERATIONS. ENDOWMENT FUNDS HELP ENSURE CONTINUING EDUCATIONAL OUTREACH AND THE CARE AND USE OF THE PROPERTY FOR EDUCATIONAL AND COMMUNITY PURPOSES. GIFTS MAY BE DESIGNATED BY THE DONOR FOR DIFFERENT PURPOSES SUCH AS GENERAL SUPPORT, EDUCATION PROGRAMS, AGRICULTURAL ACTIVITIES, LANDSCAPE AND GARDENS, BUILDING MAINTENANCE, THE ARCHIVES, ETC. |
| PART X, LINE 2: | FIN 48 FOOTNOTE - FASB ASC 740-10-50, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, REQUIRES THAT THE ORGANIZATION DISCLOSE UNCERTAINTY IN TAX POSITIONS AND RECOGNIZE IN THE CONSOLIDATED FINANCIAL STATEMENTS THE IMPACT OF A TAX POSITION, IF THAT POSITION HAS A MORE LIKELY THAN NOT CHANCE OF BEING SUSTAINED ON AUDIT, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE ORGANIZATION, AS WELL AS ITS TWO CONSOLIDATED SUBSIDIARIES, FILES TAX RETURNS ANNUALLY WITH THE U.S. GOVERNMENT AND APPLICABLE STATES. THESE FEDERAL AND STATE TAX RETURNS FOR 2019, 2018, AND 2017 CAN BE SUBJECT TO EXAMINATION BY THE IRS AND STATE, GENERALLY FOR THREE YEARS AFTER THEY ARE FILED. THE ORGANIZATION IS NOT AWARE OF ANY TAX POSITIONS TAKEN WITH RESPECT TO TAX DEDUCTIONS (EXPENSES) THAT WERE QUESTIONABLE DURING THE CURRENT YEAR AND THE PREVIOUS THREE TAX YEARS. ACCORDINGLY, AN ESTIMATE, OR THE RANGE OF THE REASONABLE POSSIBLE CHANGE OF UNRECOGNIZED TAX BENEFITS WITHIN THE NEXT TWELVE MONTHS CANNOT BE DETERMINED. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| GADE MCARDLE LLC | ||||||||
| 322 MICHAEL LANE | WILLISTON | VT | 05495 | CAMPAIGN STRATEGY AND DEVELOPMENT MEETINGS | 0 | $0 | $22,500 | -$22,500 |
| RADISH ROAD | ||||||||
| 87 FAIRHAVEN ROAD | CONCORD | MA | 01742 | CAMPAIGN STRATEGY AND DEVELOPMENT MEETINGS | 0 | $0 | $9,375 | -$9,375 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $31,875 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$31,875 | TotalNetToOrganizationAmt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 25 | ContributionCnt |
| Noncash Contributions Rpt F990 | $222,541 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | MARKET STOCK QUOTE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | THIRD PARTIES USED TO PROCESS NONCASH CONTRIBUTIONS INCLUDE INVESTMENT BANKS WHO RECEIVE THE STOCK GIFTS, SELL, AND TRANSFER THE PROCEEDS TO THE ORGANIZATION. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | RELATED PARTY INFORMATION AMONG OFFICERS - ALEXANDER WEBB MEGAN CAMP PRESIDENT VP MARRIED |
| FORM 990, PART VI, SECTION B, LINE 11B | THE ORGANIZATION'S PROCESS TO REVIEW FORM 990 IS TO FIRST HAVE THE AUDIT COMMITTEE REVIEW THE RETURN AND SUPPORTING INFORMATION. THE AUDIT COMMITTEE THEN PRESENTS THE RETURN TO THE BOARD OF DIRECTORS. A 990 TUTORIAL IS ALSO PROVIDED TO BOARD MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 12C | POLICIES ARE REVIEWED AT THE COMMITTEE LEVEL AND THEN DISCUSSED AT THE BOARD LEVEL WITH CHANGES MADE IF NECESSARY. EACH YEAR THE BOARD MEMBERS SIGN THAT THEY ARE IN COMPLIANCE WITH THE POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD OF DIRECTORS REVIEWS COMPENSATION AND BENEFITS FOR ALEXANDER WEBB, PRESIDENT, AND OTHERS THROUGH ITS COMPENSATION COMMITTEE. MANAGEMENT OF THE ENTIRE ENTITY, INCLUDING ITS SUBSIDIARY SHELBURNE FARMS INC. IS FACTORED INTO COMPENSATION. COMBINED REVENUE FOR THE TOTAL ORGANIZATION WAS $11.9M IN 2020. THIS COMMITTEE USES NATIONAL, REGIONAL, AND STATE COMPENSATION SURVEYS TO DETERMINE APPROPRIATE COMPENSATION. THE CFO BENCHMARKED THE EXECUTIVE COMPENSATION OF NON-PROFIT ORGANIZATIONS WITH A SIMILIAR SIZE AND SCOPE WITHIN VERMONT AND REGIONALLY. THIS WAS SUMMARIZED IN A REPORT WHICH WAS PRESENTED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENT INFORMATION WILL BE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XI, LINE 9: | MERGER OF ULYSSES INTO SHELBURNE FARMS -125,046. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SHELBURNE FARMS INC | |||||||||||
| 1611 HARBOR ROAD | SHELBURNE | VT | 05482 | 030304285 | SERVICES | VT | C | $439,339 | $2,217,335 | 1.00000 | Yes (1) |
| ULYSSES COMPANY | |||||||||||
| 1611 HARBOR ROAD | SHELBURNE | VT | 05482 | 136098837 | SERVICES | AL | C | 1.00000 | Yes (1) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | Yes (1) | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| SHELBURNE FARMS INC | ||
| A | $422,643 | ESTIMATED FAIR VALUE |
| ULYSSES COMPANY | ||
| S | $598,597 | FAIR VALUE |
| SHELBURNE FARMS INC | ||
| Q | $649,043 | ESTIMATED FAIR VALUE |