2016-01-29T10:45:47-06:00 2015-09-30 020417217 LEONE MCDONNELL & ROBERTS PA 645 S MAIN STREET WOLFEBORO NH 03894 990 2014-10-01 030216254 CAPSTONE COMMUNITY ACTION INC CAPS 8024791053 20 GABLE PLACE BARRE VT 056412267 LORI BELDING PRESIDENT 8024791053 2016-01-29 1 JOHN D CALLAHAN JR CPA P00447720 6035691953 2014 2016-04-25 22:37:26Z LORI BELDING 20 GABLE PLACE BARRE VT 056412267 14771556 0 X WWW.CAPSTONEVT.ORG X 1965 VT CAPSTONE COMMUNITY ACTION PROVIDES COMPREHENSIVE SERVICES TO HELP PEOPLE ACHIEVE ECONOMIC WELL-BEING WITH DIGNITY AND DEVELOPS PARTNERSHIPS TO STRENGTHEN VERMONT COMMUNITIES. OUR COMMITMENT IS: TO ALLEVIATE THE SUFFERING CAUSED BY POVERTY, TO WORK WITH INDIVIDUALS AND FAMILIES TO MOVE OUT OF POVERTY, AND TO ADVOCATE FOR ECONOMIC JUSTICE FOR ALL VERMONTERS. 12 12 216 228 476281 -5911 13558990 13712562 977985 940775 -5395 16611 0 45394 14531580 14715342 3940787 4638894 0 0 7745564 7421415 0 0 18539 2746197 2684341 14432548 14744650 99032 -29308 9400168 9137706 4386506 4153508 5013662 4984198 X CAPSTONE COMMUNITY ACTION PROVIDES COMPREHENSIVE SERVICES TO HELP PEOPLE ACHIEVE ECONOMIC WELL-BEING WITH DIGNITY AND DEVELOPS PARTNERSHIPS TO STRENGTHEN VERMONT COMMUNITIES. OUR COMMITMENT IS: TO ALLEVIATE THE SUFFERING CAUSED BY POVERTY, TO WORK WITH INDIVIDUALS AND FAMILIES TO MOVE OUT OF POVERTY, AND TO ADVOCATE FOR ECONOMIC JUSTICE FOR ALL VERMONTERS. 0 0 3833952 99866 EARLY CHILDHOOD AND FAMILY DEVELOPMENTCAPSTONE HEAD START AND EARLY HEAD START PROGRAMS PREPARE YOUNG CHILDREN FOR FUTURE SUCCESS IN SCHOOL AND IN LIFE THROUGH THE OEPRATION OF LICENSED CHILD CARE CENTERS, THROUGH PARTNERSHIPS WITH LOCAL SCHOOLS AND PROVISION OF SERVICES TO FAMILIES IN THEIR HOMES. IN ADDITIONAL TO EARLY CHILHOOD EDUCATION, THE AGENCY PROVIDES PARENT EDUCATION, PARENT LEADERSHIP OPPORTUNITIES, MALE INVOLVEMENT ACTIVITIES, HEALTH, DENTAL AND NUTRITION SERVICES, DISABILITY SERVICES, MENTAL HEALTH SERVICES, AND RESOURCE AND REFERRAL FOR OTHER NEEDED SOCIAL SERVICES. FAMILY LITERACY PROGRAMMING, PARTIALLY FUNDED THROUGH TEEN PARENT EDUCATION, HHS OFFICE OF ADOLESCENT HEALTH, AND PRIVATE GRANTS, IS PROVIDED IN THE HOME AND ON-SITE AT THE AGENCY'S BROOK STREET SCHOOL LEARNING TOGETHER CENTER.378 CHILDREN PARTICIPATED IN HEAD START AND EARLY HEAD START PROGRAMS THAT BENEFITTED 253 ADDITIONAL FAMILY MEMBERS. 19 TEEN PARENTS PARTICIPATED IN OUR FAMILY LITERACY PROGRAMS. 2199733 910369 38509 FAMILY AND COMMUNITY SUPPORT SERVICESFAMILY AND COMMUNITY SUPPORT SERVICES (FCSS) PROVIDE IMMEDIATE ASSISTANCE TO PEOPLE IN NEED OF FOOD, HOUSING, UTILITIES, AND HOME HEATING FUEL. OFFICES ARE LOCATED IN BARRE, BRADFORD, MORRISVILLE, AND RANDOLPH. STAFF MEMBERS ARE TRAINED TO HELP PEOPLE ARTICULATE AND PRIORITIZE THEIR NEEDS, IDENTIFY OPPORTUNITIES FOR RESOURCES AND SERVICES, AND MAKE REFERRALS TO STATE AGENCIES AND OTHER COMMUNITY-BASED PROGRAMS (INCLUDING OTHER PROGRAMS WITHIN THE AGENCY). IN ADDITION TO FOOD SHELVES, LOW-INCOME HOUSING COUNSELING, AND FUEL AND UTILITY ASSISTANCE, FCSS ALSO HOUSES THE AGENCY'S SUPERVISED VISITATION AND EXCHANGE SERVICE FOR NONCUSTODIAL PARENTS. THE SLOW ECONOMIC RECOVERY IN CENTRAL VERMONT HAS BEEN FELT MOST ACUTELY IN AREAS OF FOOD AND HOUSING WITH STAFF REPORTING MORE COMPLEX HOUSING ISSUES AMONG PARTICIPANTS AND INCREASED FOOD SHELF VISITS. WE CONTINUE TO HAVE HOUSING COUNSELORS ASSIGNED TO OUR FOUR OUTREACH OFFICES IN BARRE, BRADFORD, MORRISVILLE, AND RANDOLPH.TWO HOUSING COORDINATOR POSITIONS CONTINUE TO FOCUS ON THE NEEDS OF FORMERLY INCARCERATED VERMONTERS. THE WASHINGTON COUNTY POSITION PRIMARILY SERVES WOMEN, AND THE LAMOILLE COUNTY POSTION PRIMARILY SERVES MEN. AN ADDITIONAL HOUSING COUNSELOR IS FUNDED THROUGH STATE EMERGENCY SHELTER AND COMMUNITY SERVICE FUND.5,731 HOUSEHOLD WERE PROVIDED WITH EMRGENCY SERVICES, INCLUDING FOOD FROM OUR FOOD SHELVES, FUEL AND UTILITY ASSISTANCE, AS WELL AS REFERRALS TO OTHER COMMUNITY RESOURCES TO ADDRESS CRITICAL NEEDS.1,704 INDIVIDUALS WHO WERE HOMELESS OR PRECARIOUSLY HOUSED SECURED HOUSING ASSISTANCE AND SHELTER THROUGH OUR HOUSING COUNSELING PROGRAMS.1,398 HOUSEHOLDS WITH 3,304 INDIVIDUALS USED OUR FUEL AND UTILITY PROGRAMS TO KEEP HEATING THEIR HOMES AND MAINTAIN ELECTRICITY. 3614387 1471395 669922 WEATHERIZATIONCAPSTONE'S WEATHERIZATION TEAM CONDUCTS HOME ENERGY AUDITS FOR INCOME ELIGIBLE CENTRAL VERMONT HOUSEHOLDS. THE WEATHERIZAITON TEAM AND PARTNERING CONTRACTORS FOLLOW UP WITH COST SAVINGS MEASURES SUCH AS ADDED INSULATION, DRAFT REDUCTION, HEATING SYSTEM EFFICIENCY IMPROVEMENTS, INSTALLATION OF ENERGY EFFICIENT LIGHTING, HOT WATER HEATER REPLACEMENT OR INSULATION, AND MORE. IN ADDITION, THIS PROGRAM OFFERS EMERGENCY HEATING SYSTEM REPLACEMNTS OR REPAIRS TO ENSURE TO PROPER SAFETY AND FUNCTIONING OF HOME HEATING SYSTEMS. 3E THERMAL (FORMERLY VERMONT FUEL EFFICIENCY PARTNERSHIP) CONTINUES TO WORK WITH OWNERS OF MULTI-UNIT AFFORDABLE HOUSING TO IMPROVE THE ENERGY EFFICIENCY, COMFORT AND SAFETY OF THOSE OCCUPYING THEIR RENTAL UNITS.211 HOUSING UNITS WERE WEATHERIZED BENEFITTING 419 INDIVIDUALS.241 INDIVIDUALS WERE COACHED BY OUR EFFICIENCY COACH ON STRATEGIES TO BUTTON UP THEIR HOMES AND REDUCE THEIR HOME HEATING EXPENSES. 3536848 2257130 177872 COMMUNITY SERVICESCAPSTONE IS AN ACTIVE MEMBER OF VERMONT'S COMMUNITY SERVICES BLOCK GRANT (CSBG) AGENCY NETWORK THAT PROVIDES FAMILY DEVELOPMENT AND EMERGENCY SERVICES THROUGHOUT THE STATE. CSBG FUNDS ARE FEDERAL PASS-THROUGH RESOURCES ADMINISTERED BY THE STATE OF VERMONT OFFICE OF ECONOMIC OPPORTUNITY. CSBG IS AN IMPORTANT SOURCE OF BOTH DISCRETIONARY AND PROGRAMMATIC RESOURCES THAT ARE USED TO LEVERAGE OTHER SOURCES OF FUNDING, WHICH ENABLES STAFF TO ADDRESS THE FOLLOWING GOALS: 1) LOW-INCOME PEOPLE BECOME MORE SELF-SUFFICIENT; 2) CONDITIONS IN WHICH LOW-INCOME PEOPLE LIVE ARE IMPROVED; 3) LOW-INCOME PEOPLE OWN A STAKE IN THEIR COMMUNITIES; 4) PARTNERSHIP AMONG SUPPORTERS AND PROVIDERS OF SERVICES TO LOW-INCOME PEOPLE ARE ACHIEVED; 5) AGENCIES INCREASE THEIR CAPACITY TO ACHIEVE RESULTS; AND 6) LOW-INCOME PEOPLE ESPECIALLY VULNERABLE POPULATIONS, ACHIEVE THEIR POTENTIAL BY STRENGTHENING THEIR FAMILY AND OTHER SUPPORT SYSTEMS. HOUSINGCAPSTONE PROVIDES NINE AFFORDABLE HOUSING UNITS IN TWO BUILDINGS (HUD SECTION 8) IN RANDOLPH, VERMONT CALLED PROSPECT FOREST HOMES. THIS GROUP OF FUNDS HOLDS THE PROPERTY, PLANT AND EQUIPMENT USED TO PROVIDE THESE HOUSING UNITS.COMMUNITY ECONOMIC DEVELOPMENTTHE AGENCY'S MICRO BUSINESS DEVELOPMENT PROGRAM ASSISTS LOW TO MODERATE INCOME VERMONTERS INTERESTED IN IMPROVING THEIR ECONOMIC OUTLOOK THROUGH SELF-EMPLOYMENT. THE AGENCY OFFERS COMPREHENSIVE TRAININGS IN BUSINESS BASICS. INDIVIDUALIZED COUNSELING IS PROVIDED TO PARTICIPANTS IN AREAS OF BUSINESS PLAN DEVELOPMENT, PRODUCT DEVELOPMENT, MARKETING, FINANCE, MANAGING EMPLOYESS, AND MUCH MORE.TANGIBLE ASSETS IS THE AGENCY'S MATCHED SAVINGS AND FINANCIAL LITERACY PROGRAM. AFTER COMPLETING A COMPREHENSIVE FINANCIAL LITERACY CURRICULUM, CENTRAL VERMONTERS BEGIN ACCRUING SOME OF THEIR EARNED INCOME IN SAVINGS ACCOUTNS WHERE THEIR EFFORTS ARE MATCHED BY AS MUCH AS $3 FOR EVERY $1 DEPOSITED. WITH ADDITIONAL FEDERAL GRANTS AND STATE OF VERMONT ALLOCATION, THE AGENCY CONTINUES TO ENCOURAGE OTHER VERMONTERS TO BECOME FINANCIALLY LITERATE WHILE THEY ACCRUE ASSETS FOR POST-SECONDARY EDUCATION, BUSINESS DEVELOPMENT, OR HOME OWNERSHIP. THE AGENCY'S CHILD CARE FOOD PROGRAM (CCFP) WORKS WITH CARE PROVIDERS TO PROVIDE HEALTHY, NUTRITIOUS MEALS AND SNACKS TO THE CHILDREN IN THEIR CARE. WE HELP APPROVED PROVIDERS ACCESS CCFP MEAL AND SNACK REIMBURSEMENTS THROUGH THE US DEPARTMENT OF AGRICULTURE.181 ENTRPRENEURS RECEIVED COUNSELING AND TECHNICAL ASSISTANCE ON STARTING OR EXPANDING A BUSINESS THROUGH THE MICRO BUSINESS DEVELOPMENT PROGRAM.178 CHILD CARE PROVIDERS RECEIVED NUTRITION EDUCATION AND WERE REIMBURSED FOR THE COST OF SERVING NUTRITIOUS MEALS AND SNACKS TO 1,699 CHILDREN IN CARE.321 PEOPLE ATTENDED FINANCIAL LITERACY WORKSHOPS OR RECEIVED ONE-TO-ONE FINANCIAL COUNSELING. 53 CENTRAL VERMONTERS SAVED TOWARDS AN ASSET THAT WILL PROVIDE LONG-TERM ECONOMIC SECURITY - A FIRST-TIME HOME, EDUCATION, OR BUSINESS. FOR THE 2014 TAX SEASON (JANUARY TO APRIL 2015) CAPSTONE'S VOLUNTEER INCOME TAX ASSISTANCE (VITA) PROGRAM PREPARED 1,120 TAX RETURNS. FEDERAL REFUNDS TOTALED $994,161, AND STATE REFUNDS TOTALED $274,246. FEDERAL AND STATE EARNED INCOME CREDITS, ALONG WITH CHILD TAX CREDITS AND OTHER CREDITS RETRIEVED, TOTALED AN ADDITIONAL $842,098. WE WERE ABLE TO ACCOMPLISH THIS WITH THE HELP OF IRS CERTIFIED VOLUNTEERS WHO DONATED NUMEROUS HOURS.CED STAFF CONTINUED THE WORK OF ASSISTING FLOOD IMPACTED BUSINESSES IN SECURING DISASTER RECOVERY GRANTS. THIS YEAR WE WORKED WITH 31 BUSINESSES AND DISBURSED A TOTAL OF $941,320 IN GRANTS TO SUPPORT THEIR RECOVERY EFFORTS.CAPSTONE TRANSPORTATION PROJECTTHE CAPSTONE TRANSPORTATION PROJECT, A STATEWIDE PARTNERSHIP WITH THE VERMONT DEPARTMENT FOR CHILDREN AND FAMILIES AND VOCATIONAL REHABILITATION, ASSISTS INDIVDUALS PURCHASING QUALITY CARS AND MAKING CAR REPAIRS BY HELPING THEM IDENTIFY THEIR VEHICLE NEEDS AND FINANCIAL CAPACITY. PARTICIPANTS RECEIVE EDUCATIONAL INFORMATION AND GUIDANCE ON CREDIT ISSUES, FINDING AND TEST DRIVING CARS, AND MAINTENANCE ISSUES. CAPSTONE TRANSPORTATION PROJECT STAFF OFFERS COMPREHENSIVE REVIEW OF REPAIR ESTIMATES AND OFTEN HELPS CONSUMERS PRIORITIZE REPAIRS TO BETTER SUIT THEIR FINANCES.51 REACH UP OR VOC REHAB PARTICIPANTS ACCESSED RELIABLE TRANSPORTATION TO HELP THEM TRANSITION INTO THE WORKFORCE WITH ASSITANCE FROM THE CAPSTONE TRANSPORTATION PROJECT.464 VERMONTERS BENEFITTED FROM TRANSPORTATION EDUCATION, ADVICE AND TECHNICAL ASSISTANCE FROM THE CAPSTONE TRANSPORTATION PROJECT.WORKFORCE DEVELOPMENTCAPSTONE CONTINUES TO OPERATE AS A VOLUNTEER WORK PLACEMENT SITE FOR VERMONT'S REACH UP PROGRAM. VOLUNTEERS TYPICALLY WORK IN OUR FOOD SHELF HELPING TO RESTOCK SHELVES AND ASSIST PARTICIPANTS.IN 2013, CAPSTONE, IN PARTNERSHIP WITH THE VERMONT FOOD BANK, ESTABLISHED A COMMUNITY KITCHEN ACADEMY TO TRAIN UNEMPLOYED/UNDEREMPLOYED VERMONTERS FOR CAREERS IN THE FOOD SERVICES SECTOR. STUDENTS COMPLETE A RIGOROUS 13-WEEK COURSE OF BOOK LEARNING, PRACTICAL SKILLS DEVELOPMENT, MENU PLANNING, RECIPE DEVELOPMENT, AND EMPLOYMENT READINESS. STUDENTS ACHIEVE SERVSAFE CERTIFICATION, AN ESSENTIAL INDUSTRY CREDENTIAL, AND MANY RECEIVE UP TO NINE COLLEGE CREDITS THROUGH THE COMMUNITY COLLEGE OF VERMONT. THIS PROGRAM FOLLOWS A MODEL PROGRAM ESTABLISHED BY THE VERMONT FOOD BANK AT THE CHITTENDEN FOOD SHELF IN BURLINGTON, VERMONT.22 STUDENTS GRADUATED FROM THE COMMUNITY KITCHEN ACADEMY (CKA)90% OF CKA GRADUATES (ACROSS THE BARRE AND BURLINGTON SITES) ARE PLACED SUCCESSFULLY IN EMPLOYMENT; 95% RETAIN THEIR JOBS AFTER SIX MONTHS; AND 5% PURSUE HIGHER EDUCATION.CKA STUDENTS PREPARED THE EQUIVALENT OF 47,232 MEALS TO BE DISTRIBUTED THROUGH CAPSTONE'S FOOD SHELF. 3536848 2257130 177872 13184920 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 318 0 1 216 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 VT X SHARON BERNARD 8024791053 20 GABLE PLACE BARRE VT 05641 LORI BELDING PRESIDENT 0.00 X X 0 0 0 RUBIN BENNETT VICE PRESIDENT 0.00 X X 0 0 0 ROB MILLER TREASURER 0.00 X X 0 0 0 ROSAIRE BISSON SECRETARY 0.00 X X 0 0 0 STEVE PAPPAS PRIVATE SECTOR REPRESENTATIVE 0.00 X 0 0 0 JON VALSANGIACOMO PRIVATE SECTOR REPRESENTATIVE 0.00 X 0 0 0 MICHAEL SHERMAN PUBLIC SECTOR REPRESENTATIVE 0.00 X 0 0 0 JENNIFER WALLACE PUBLIC SECTOR REPRESENTATIVE 0.00 X 0 0 0 DONNA SHERLAW PARTICIPANT SECTOR REPRESENTATIVE 0.00 X 0 0 0 SUSAN JACOBS PARTICIPANT SECTOR REPRESENTATIVE 0.00 X 0 0 0 JAY ISAKSON PARTICIPANT SECTOR REPRESENTATIVE 0.00 X 0 0 0 ANGELA GENTLEY PARTICIPANT SECTOR REPRESENTATIVE 0.00 X 0 0 0 HAL COHEN EXECUTIVE DIRECTOR 40.00 X 166258 0 4715 SARAH MCMULLEN CO-INTERIM DIRECTOR 40.00 X 84205 0 1669 SHARON BERNARD CO-INTERIM DIRECTOR 40.00 X 71645 0 6839 DAN HOXWORTH EXECUTIVE DIRECTOR 40.00 X 0 0 0 322108 0 13223 1 0 1 0 0 12224161 1488401 13712562 WEATHERIZATION 230000 669922 193641 476281 HOUSING RENTALS 624200 119662 119662 COMMUNITY ECONOMIC DEVELOPMENT 624200 725 725 150466 150466 940775 9068 9068 56832 6925 56214 0 618 6925 7543 7543 INSURANCE PROCEEDS 999999 45394 45394 45394 14715342 509888 476281 16611 4638894 4638894 322239 322239 5183267 4603483 576257 3527 55408 49721 5649 38 1441586 1214485 226341 760 418915 351003 67643 269 4211 4211 33500 33500 70375 3485 66890 724219 662430 61789 232275 224324 7890 61 18495 17352 1143 91326 91251 75 149067 149067 93268 74424 18844 OTHER 498917 450453 36980 11484 CONTRACTUAL 372073 372073 SUPPLIES 229031 152210 76412 409 TELEPHONE 75782 66042 9740 91802 64223 25588 1991 14744650 13184920 1541191 18539 5210 4574 1620320 1986269 873517 558549 480298 407226 152081 102073 77765 63002 7293245 1434486 6035622 5858759 6128 7712 149227 149542 9400168 9137706 1194101 1101531 481957 498031 2511600 2414881 198848 139065 4386506 4153508 X 3190269 3281663 1823393 1702535 5013662 4984198 9400168 9137706 -29308 -156 0 X 0 1 X 1 1 1 X 18249126 20122870 15264370 13558990 13712562 80907918 18249126 20122870 15264370 13558990 13712562 80907918 80907918 8837 5125 9897 8434 9068 41361 66144 45394 111538 81060817 0.99810 0.99850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 209818 209818 6677303 1161411 5515892 406124 273075 133049 5858759 SECURITY DEPOSITS 4407 TANGIBLE ASSETS DEFERRED REVENUE 134658 139065 X 14662867 -156 -156 14663023 52319 52319 14715342 14744650 0 14744650 0 14744650 Part X, Line 2: ACCOUNTING STANDARDS CODIFICATION NO. 740, "ACCOUNTING FOR INCOME TAXES," ESTABLISHED THE MINIMUM THRESHOLD FOR RECOGNIZING, AND A SYSTEM FOR MEASURING, THE BENEFITS OF TAX RETURN POSITIONS IN FINANCIAL STATEMENTS. CAPSTONE HAS ANALYZED THE ORGANIZATION'S TAX POSITION TAKEN ON ITS INCOME TAX RETURNS FOR THE YEARS (2011 THROUGH 2014), FOR THE PURPOSES OF IMPLEMENTATION, AND HAS CONCLUDED THAT NO ADDITIONAL PROVISION FOR INCOME TAXES IS NECESSARY IN CAPSTONE'S FINANCIAL STATEMENTS. Part XI, Line 4b - Other Adjustments: INSURANCE PROCEEDS GAIN ON SALE OF FIXED ASSET 0 BREAKFAST AND LUNCH FOR CHILDREN IN DAYCARE HOMES 1699 891650 ASSISTANCE TO BUSINESSES DAMAGED IN TROPICAL STORM IRENE 31 1252521 SAVING MATCH TO PARTICIPANTS IN ASSETS FOR INDEPENCE PROGRAM 53 112959 EMERGENCY FUEL AND OTHER ASSISTANCE 5731 910369 WEATHERIZATION ASSISTANCE TO LOW INCOME INDIVIDUALS 419 1471395 X X 1 0 0 0 0 0 0 0 0 HAL COHEN EXECUTIVE DIRECTOR 166258 0 0 0 0 0 3305 0 1410 0 170973 0 0 0 Part I, Line 3 A COMMITTEE RESEARCHES COMPENSATION FOR SIMILAR POSITION IN THE LOCAL AREA AND REPORTS TO THE ENTIRE BOARD Part I, Line 4a HAL COHEN - RECEIVED SEVERANCE COMPENSATION IN JANUARY 2015 OF 32,336 X 1 58374 FAIR MARKET VALUE 0 0 0 Form 990, Part VI, Section B, line 11 THE ENTIRE BOARD OF DIRECTORS RECEIVES A DRAFT COPY OF THE 990 AND REVIEWS IT DURING THE MEETING WITH THE DIRECTOR OF FINANCE Form 990, Part VI, Section B, line 12c A CONFLICT OF INTEREST IS UPDATED AND SIGNED BY EACH BOARD MEMBER ON AN ANNUAL BASIS Form 990, Part VI, Section B, line 15a A COMMITTEE RESEARCHES COMPENSATION FOR SIMILAR POSITIONS IN THE LOCAL AREA AND REPORTS TO THE ENTIRE BOARD OF DIRECTORS Form 990, Part VI, Section C, line 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST.