2016-12-07T05:54:08-06:00 2016-06-30 030337428 BATCHELDER ASSOCIATES PC 1 CONTI CIRCLE BARRE VT 05641 990 2015-07-01 030261384 GREEN MOUNTAIN UNITED WAY INC GREE 8022299532 963 PAINE TURNPIKE N 2 BERLIN VT 05602 TAWNYA KRISTEN EXECUTIVE DIRECTOR 8026228056 2016-11-21 1 BONNIE K BATCHELDERCPA P00508418 8024769490 2016-11-21 2015 2017-02-10 21:41:12Z TAWNYA KRISTEN 1 CONTI CIRCLE BARRE VT 05641 884577 0 X N/A X 1975 VT IN COLLABORATION WITH NON-PROFIT ORGANIZATIONS, FAITH-BASED GROUPS, GOVERNMENT AND EDUCATIONAL AGENCIES. GREEN MOUNTAIN UNITED WAY IS COMMITTED TO STRENGTHENING COMMUNITIES BY SUPPORTING AND INITIATING PROGRAMS IN THE AREAS OF ECONOMIC ADVANCEMENT, HEALTH, EDUCATION AND COMMUNITY NEEDS IN ITS FIVE COUNTY SERVICE AREA IN VERMONT. 15 15 7 0 0 0 472227 296932 0 0 129 -17896 200674 184236 673030 463272 74703 1248 0 0 248728 228391 0 0 24582 319887 291946 643318 521585 29712 -58313 692858 589986 205975 161716 486883 428270 X IN COLLABORATION WITH NON-PROFIT ORGANIZATIONS, FAITH-BASED GROUPS, GOVERNMENT AND EDUCATIONAL AGENCIES. GREEN MOUNTAIN UNITED WAY IS COMMITTED TO STRENGTHENING COMMUNITIES BY SUPPORTING AND INITIATING PROGRAMS IN THE AREAS OF ECONOMIC ADVANCEMENT, HEALTH, EDUCATION AND COMMUNITY NEEDS IN ITS FIVE COUNTY SERVICE AREA IN VERMONT. 0 0 467168 1248 TO SUPPORT BASIC NEEDS, WE SUPPORTED THE COMMUNITY INFRASTRUCTURE BY WORKING TO BRING NONPROFIT, TOWNS, STATE AND FEDERAL PROGRAMS TOGETHER TO SUPPORT THE NEED OF COMMUNITIES SUFFERING FROM THE 2012 FALL FLOODING. VERMONT 2-1-1 IS OUR KEY INFORMATION PROGRAM. WE UPDATE AND DISTRIBUTE FOOD SHELF BROCHURES. OTHER SUPPORT TO FOOD SHELVES COMES IN THE FORM OF FUNDS AND THE LETTER CARRIER FOOD DRIVE. A WIDE VARIETY OF OTHER GOODS ARE DISTRIBUED AS WELL AS SERVICES THROUGH OUR VOLUNTEER NETWORK. AGAIN THIS YEAR WE WERE ABLE TO DISTRIBUTE FUNDS TO HELP FAMILIES WITH FUEL. THE PRESCRIPTION MEDICATION CARD PROGRAM HAS MADE IT POSSIBLE FOR PEOPLE TO GET LIFE SAVING MEDICATIONS. OUR FINANCIAL STABILITY PROGRAM HAS FORMED A COALITION TO OFFER FOUR, SIX WEEK PROGRAMS TO LOW AND MIDDLE INCOME PEOPLE. IN ADDITION, WE ARE DOING PROGRAMS AT FOUR WORKSITES WITH NO COST TO THE BUSINESS. WE HAVE MADE AVAILABLE TO A LARGE NUMBER OF BUSINESSES AN EARNED INCOME CREDIT FLYER TO INFORM AND ENCOURAGE LOW INCOME WORKERS TO APPLY FOR THE TAX CREDIT. WE SUPPORT FINANCIAL STABILITY THROUGH OUR GRANT PROGRAM. WE HAVE SUPPORTED THE WORK OF BUILDING BRIGHTER FUTURES TO BRING GRANTS FOR EARLY CHILDHOOD CARE AND DEVELOPEMENT. WE GIVE AND/OR LOAN OUT EDUCATIONAL MATERIALS TO GROUPS AND CAREGIVERS. WE ARE WORKING ON WAYS TO IMPROVE DAYCARES. WE SUPPORT EARLY LEARNING THROUGH OUR GRANT PROGRAM. 467168 1 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 7 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 VT X X X TAWNYA KRISTEN 8026228056 1 CONTI CIRCLE BARRE VT 05641 X CATHERINE HAMILTON CHAIR, COMMUNITY IMPACT CM 1.00 X 0 0 0 DEXTER ROWE DIRECTOR 1.00 X 0 0 0 DAWNE SMITH DIRECTOR 1.00 X 0 0 0 MARGARET PINELLO-WHITE DIRECTOR 1.00 X 0 0 0 ANNETTE YOUNG DIRECTOR 1.00 X 0 0 0 CAROL ELLISON DIRECTOR 1.00 X 0 0 0 KAREN GERAGHTY DIRECTOR 1.00 X 0 0 0 STACY PINARDI DIRECTOR 1.00 X 0 0 0 RICHARD THEKEN DIRECTOR 1.00 X 0 0 0 LINDA WINTERS DIRECTOR 1.00 X 0 0 0 JESSALYN GUSTIN DIRECTOR 1.00 X 0 0 0 LAUREN MCELROY MERRIT DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 296932 296932 14742 14742 388667 421305 -32638 -32638 -32638 IN-KIND REVENUES 900099 178146 178146 SPONSORSHIPS 900099 6090 6090 184236 463272 166340 0 0 1248 1248 194956 183258 9748 1950 15328 14408 767 153 18107 17021 905 181 9032 9032 34331 34331 49694 49198 413 83 15607 13741 792 1074 72316 60746 6479 5091 6738 6064 674 520 478 42 635 571 32 32 3339 3039 169 131 EVENT EXPENSES 39900 36309 3591 PRINTING 11754 10813 941 IN-KIND GOODS 9159 9159 POSTAGE 7582 4777 392 2413 31339 22007 1106 8226 521585 467168 29835 24582 92177 51254 189792 137733 5616 5969 27069 24847 2857 2222 402416 392808 692858 589986 20501 38917 185474 122799 205975 161716 X 355120 311226 31763 17044 100000 100000 486883 428270 692858 589986 -58313 0 X 0 0 0 X 670000 416505 460504 472227 296932 2316168 670000 416505 460504 472227 296932 2316168 2316168 16748 14907 65939 129 -18196 79527 22224 59297 1646 200675 184236 468078 2863773 0.80880 0.85280 X 100000 100000 100000 100000 100000 10950 10950 100000 100000 11337 11337 100000 100000 4492 4492 100000 0 0 27069 24847 2222 2222 INVESTMENTS 392808 F 392808 462972 0 462972 0 462972 521585 0 521585 0 521585 Part V, Line 4: IN 1999, THE ORGANIZATION RECEIVED A $100,000 BEQUEST OF WHICH ONLY THE INCOME EARNED ON THE PRINCIPAL MAY BE USED AT THE ORGANIZATION'S DISCRETION TO FUND THOSE ACTIVITIES WHICH COME UNDER ITS YEARLY PROJECTS. THE GOAL OF THE FINANCE COMMITTEE IS TO ACHIEVE A "SATISFACTORY RISK-ADJUSTED" TOTAL RATE OF RETURN FOR THE PORTFOLIO TO PERFORM AT MINIMUM WITH A TARGET TO REACH A BLENDED BENCHMARK INDEX COMPRISED OF THE STANDARD & POOR'S 500 INDEX AND BARCLAY'S CAPITAL AGGREGATE BOND INDEX. 0 CEN VT COMMUNITY ACTION 195 US ROUTE 302-BERLIN BARRE VT 05641 030216254 PROMOTE ECONOMIC ADVANCEMENT FAMILY CENTER OF WASHINGTON COUNTY 383 SHERWOOD DRIVE MONTPELIER VT 05602 222652676 SERVICES FOR YOUNG CHILDREN AND FAMILIES GREEN MOUNTAIN FARM TO SCHOOL 194 MAIN STREET SUITE 301 NEWPORT VT 05855 412273707 PROMOTE HEALTHY LIVING GOOD BEGINNINGS 1406 WEST HILL ROAD NORTHFIELD VT 05663 030331281 SUPPORT PARENTS OF BIRTH/ADOPTED BABIES WASHINGTON COUNTY YOUTH SERVICE BUREAU PO BOX 627 MONTPELIER VT 05602 030262162 PROVIDE SUPPORT TO YOUTH VERMONT FOOD BANK PO BOX 254 SOUTH BARRE VT 05670 223021942 FOOD TO NEEDY FAMILIES CROSS VT TRAIL ASSOCIATION 29 MAIN STREET STE 4 MONTPELIER VT 05602 030363125 PROVIDE SUPPORT TO THE CREATION AND MANAGEMENT OF A FOUR-SEASON TRAILS. AWARE PO BOX 307 HARDWICK VT 05843 222823675 PROVIDE SUPPORT FOR CHILDREN AND ADULTS. FRIENDS OF THE COBLEIGH LIBRARY PO BOX 147 14 DEPOT ST LYNDONVILLE VT 05851 841660667 PROVIDE SUPPORT PERSONAL GROWTH AND DEVELOP READING. VERMONT HUMANITIES COUNCIL 11 LOOMIS STREET MONTPELIER VT 05602 PROVIDE SUPPORT TO MAKE AVAILABLE TO INDIVIDUALS THE ABILITY TO READ, PARTICIPATE IN PUBLIC AFFAIRS AND TO CONTINUE TO LEARN THROUGHOUT THEIR LIFETIME. WRIGHTSVILLE RECREATION DISTRICT C/O CENTRAL VT REGIONAL PLANNING 29 MAIN ST STE 4 MONTPELIER VT 05602 030292549 TO PROVIDE SUPPORT FOR LOCAL RECREATION. ORANGE COUNTY PARENT CHILD CENTER 361 VT RTE 110 CHELSEA VT 05038 030241750 SERVICES FOR YOUNG CHILDREN. ELMHILL INC 1350 EAST HILL ROAD PLAINFIELD VT 05667 030218716 PROVIDE SUPPORT TO NEEDY CHILDREN AND ADOLESCENTS. RSVP 59 N MAIN STREET SUITE 200 BARRE VT 05641 030276104 PROVIDE SUPPORT FOR THE AGED. Part I, Line 2: COMMITTEES MONITOR HOW GRANT FUNDS ARE SPENT. ORGANIZATIONS MUST APPLY ANNUALLY FOR GRANT AWARDS. Form 990, Part VI, Section B, line 11 THE EXECUTIVE DIRECTOR AND ADMINISTRATIVE ASSISTANT REVIEW THE DRAFT 990 FIRST, THEN THE AUDIT COMMITTEE REVIEWS THE DRAFT BEFORE RECOMMENDING THAT THE FULL BOARD OF DIRECTORS AUTHORIZE THE TREASURER TO ACCEPT THE FINAL VERSION. Form 990, Part VI, Section B, line 12c DURING THE NEW BOARD MEMBER ORIENTATION THE CONFLICT OF INTEREST POLICY IS REVIEWED AND IS SIGNED. EACH YEAR IN AUGUST A CONFLICT OF INTEREST FORM IS UPDATED AND SIGNED. THIS ENSURES THAT THE PERSON UNDERSTANDS THE ORGANIZATIONS CONFLICT OF INTEREST POLICY AND THAT IS RECONFIRMED EACH YEAR. THE SIGNED FORM IS KEPT ON FILE IN THE OFFICE. Form 990, Part VI, Section B, line 15a IN THE SPRING OF EACH YEAR THE EXECUTIVE DIRECTOR'S PERFORMANCE IS REVIEWED BY THE BOARD. BOARD MEMBERS ARE ASKED TO COMPLETE A SURVEY ASKING FOR RATINGS ON A WIDE RANGE OF ISSUES. THE SURVEY IS SENT TO THE CHAIR OF THE GOVERNANCE AND NOMINATIONS COMMITTEE. NAMES ARE OPTIONAL ON THE SURVEY. THE CHAIR MAKES A REPORT TO THE BOARD WHERE MORE DISCUSSION MAY TAKE PLACE. THE EXECUTIVE DIRECTOR IS NOT PRESENT DURING THE DISCUSSION. THE PRESIDENT OF THE BOARD THEN GOES OVER THE REVIEW AND ANY OTHER COMMENTS WITH THE EXECUTIVE DIRECTOR. Form 990, Part VI, Section C, line 19 OUR FORM 990 IS POSTED ON OUR OWN WEBSITE. ALSO GUIDESTAR PUBLISHES IT. OUR ANNUAL AUDIT IS AVAILABLE FOR PUBLIC INSPECTION DURING REGULAR BUSINESS HOURS. ALL OTHER GOVERNING DOCUMENTS ARE ALSO AVAILABLE FOR PUBLIC INSPECTION.