VERMONT LOW INCOME TRUST FOR ELECTRICITY INC: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
VERMONT LOW INCOME TRUST FOR ELECTRICITY INC (EIN 45-5403701)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-11-13
IRS object ID
201533179349306383
Schema version
2014v5.0
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 ReturnHeader

FieldValueIRS element (for citing)
Return2015-11-13T11:50:39-08:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Montgomery & Merrill PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1110 Main StreetAddressLine1Txt
CityBurlingtonCityNm
State AbbreviationVTStateAbbreviationCd
ZIP054018451ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN455403701EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Vermont Low Income Trust forBusinessNameLine1Txt
Business Name Line2Electricity IncBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlVERMBusinessNameControlTxt
Phone8028784845PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16 Sugar Tree Lane B3AddressLine1Txt
CityEssex JunctionCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05452ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonPaul CravenPersonNm
Person TitleExecutive Dir.PersonTitleTxt
Signature2015-11-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonColleen L Montgomery CPAPreparerPersonNm
PTINP00038392PTIN
Phone8028646565PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-04-25 22:37:26ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerPaul CravenPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line16 Sugar Tree Lane Unit B3AddressLine1Txt
CityEssex JunctionCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05452ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,037,062GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
All Affiliates IncludedfalseAllAffiliatesIncludedInd
Organization501cYes (X)Organization501cInd
Website Addresswww.vlite.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2011FormationYr
Legal Domicile StateVTLegalDomicileStateCd
Activity Or MissionAdvancement of the public good though funding energy projects and initiatives that serve low income Vermonters and further energy policies consistent with Vermont's Comprehensive Energy Plan.ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Gross UBI$0TotalGrossUBIAmt
CY Contributions Grants$0CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,037,455PYInvestmentIncomeAmt
CY Investment Income$1,037,062CYInvestmentIncomeAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$1,037,455PYTotalRevenueAmt
CY Total Revenue$1,037,062CYTotalRevenueAmt
PY Grants And Similar Paid$765,000PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$1,831,134CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$56,057PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$58,099CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$23,755PYOtherExpensesAmt
CY Other Expenses$19,969CYOtherExpensesAmt
PY Total Expenses$844,812PYTotalExpensesAmt
CY Total Expenses$1,909,202CYTotalExpensesAmt
PY Revenues Less Expenses$192,643PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$872,140CYRevenuesLessExpensesAmt
Total Assets BOY$10,614,753TotalAssetsBOYAmt
Total Assets EOY$10,038,183TotalAssetsEOYAmt
Total Liabilities BOY$660,003TotalLiabilitiesBOYAmt
Total Liabilities EOY$955,572TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$9,954,750NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$9,082,611NetAssetsOrFundBalancesEOYAmt
MissionAdvancement of the public good though funding energy projects and initiatives that serve low income Vermonters and further energy policies consistent with Vermont's Comprehensive Energy Plan.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$1,082,096ExpenseAmt
Grant$1,051,134GrantAmt
DescVermonts comprehensive Energy Plan: VLITE provided funding for the following programs: Energy Action Network, VT Department of Public Service, Lyndon State College, Stowe Electric Department, Renewable Energy Vermont, Washington Electric and Vermont Agency of Agriculture.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$800,391ExpenseAmt
Grant$780,000GrantAmt
DescEfficiency programs for low income Vermonters: in collaboration with the State of Vermont Office of Economic Opportunity/ Community Action Councils (CAPs), Neighbor works and Housing Vermont VLITE provided funding for the following efficiency programs: VFEP, NeighborWorks, Office of Economic Opportunity, Housing Vermont and NECKA.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$1,882,487TotalProgramServiceExpensesAmt
Described In Section501c3falseDescribedInSection501c3Ind
Schedule B RequiredfalseScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsfalseTempOrPermanentEndowmentsInd
Report Land Building EquipmentfalseReportLandBuildingEquipmentInd
Report Investments Other SecYes (true)ReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesfalseReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtfalseIndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Invest Tax Exempt BondsfalseInvestTaxExemptBondsInd
Escrow AccountfalseEscrowAccountInd
On Behalf Of IssuerfalseOnBehalfOfIssuerInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Transaction With Control EntfalseTransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document6IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee0EmployeeCnt
Employment Tax Returns FiledfalseEmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Form990 T FiledfalseForm990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
DAF Excess Business HoldingsfalseDAFExcessBusinessHoldingsInd
Taxable DistributionsfalseTaxableDistributionsInd
Distribution To DonorfalseDistributionToDonorInd
Org Filed In Lieu Of Form1041falseOrgFiledInLieuOfForm1041Ind
Licensed More Than One StatefalseLicensedMoreThanOneStateInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesfalseMinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyfalseForm990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnfalseAnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcfalseRegularMonitoringEnfrcInd
Whistleblower PolicyfalseWhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOfalseCompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonPaul CravenPersonNm
Phone8028784845PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16 Sugar Tree Lane B3AddressLine1Txt
CityEssex JunctionCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05452ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
Richard Marron
President4.000.00Yes (X)Yes (X)$0$0$0
Annie Noonan
Treasurer4.000.00Yes (X)Yes (X)$0$0$0
Richard Rubin
Vice President3.000.00Yes (X)Yes (X)$0$0$0
Hal Cohen
Secretary3.000.00Yes (X)Yes (X)$0$0$0
Charles Ross
Director3.000.00Yes (X)$0$0$0
Pat Moulton Powden
Director3.000.00Yes (X)$0$0$0
Scott Johnstone
Director3.000.00Yes (X)$0$0$0
Paul Craven
Executive Dir.20.000.00Yes (X)$58,099$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$58,099TotalReportableCompFromOrgAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Total Contributions$0TotalContributionsAmt
Total Program Service Revenue$0TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,037,062TotalRevenueColumnAmt
Exclusion$1,037,062ExclusionAmt

Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Royalties Revenue RoyaltiesRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Other Revenue Total$0OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,037,062TotalRevenueColumnAmt
Exclusion$1,037,062ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$1,831,134TotalAmt
Program Services$1,831,134ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$58,099TotalAmt
Program Services$46,479ProgramServicesAmt
Management And General$11,620ManagementAndGeneralAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$4,143TotalAmt
Program Services$1,092ProgramServicesAmt
Management And General$3,051ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$5,046TotalAmt
Program Services$1,907ProgramServicesAmt
Management And General$3,139ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$4,071TotalAmt
Program Services$1,875ProgramServicesAmt
Management And General$2,196ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$948TotalAmt
Management And General$948ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Royalties RoyaltiesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$2,278TotalAmt
Management And General$2,278ManagementAndGeneralAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,483TotalAmt
Management And General$3,483ManagementAndGeneralAmt

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$0TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,909,202TotalAmt
Program Services$1,882,487ProgramServicesAmt
Management And General$26,715ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$246,479BOYAmt
EOY$16,334EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,377,974BOYAmt
EOY$1,031,549EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$8,990,300BOYAmt
EOY$8,990,300EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Intangible Assets IntangibleAssetsGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$10,614,753BOYAmt
EOY$10,038,183EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$8,253BOYAmt
EOY$6,438EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$651,750BOYAmt
EOY$949,134EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$660,003BOYAmt
EOY$955,572EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$9,954,750BOYAmt
EOY$9,082,611EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$9,954,750BOYAmt
EOY$9,082,611EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$10,614,753BOYAmt
EOY$10,038,183EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$872,140ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$1OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedfalseFSAuditedInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Closely Held Equity Interests CloselyHeldEquityInterestsGrp

FieldValueIRS element (for citing)
Book Value$8,990,300BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$8,990,300TotalBookValueSecuritiesAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedfalseGrantRecordsMaintainedInd

Recipient Table RecipientTable (17 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxt
BROC
60 Center StRutlandVT05701030216505501c3$20,000$0Energy efficiency low income vt
Capstone Community Action
20 Gable PlaceBarreVT05641030216254501c3$20,000$0Energy efficiency low income vt
CVOEO
255 S Champlain St 9BurlingtonVT05401030216837501c3$20,000$0efficiency prog for low income Vt
Energy Action Network
17 State Street Suite 205MontpelierVT05602455424161501c3$100,000$0VT Comprehensive Energy plan
Housing Vermont Inc
123 St Paul StBurlingtonVT05401030315075501c3$200,000$0energy efficiency low income vt
Lyndon State College
1001 College RdLyndonvilleVT05851030213787VT state college$200,000$0VT Comprehensive Energy plan
NE Kingdom Community Action
70 Main StNewportVT05855030276709501c3$20,000$0energy efficiency low income vt
NeighborWorks of Western VT
110 Marble StWest RutlandVT05477030301526501c3$115,000$0energy efficiency low income vt
SE VT Community Action
91 Buck DriveWestminsterVT05158030216740501c3$20,000$0energy efficiciency low income vt
Stowe Electric Department
56 Old Farm RdStoweVT05672036000702Municipal entity$162,134$0VT Comprehensive Energy Plan
Vermont Agency of Agriculture
116 State StreetMontpelierVT05620VT Agency of Agricul$62,000$0VT Comprehensive Energy Plan
Vermont Energy Investment Cor
128 Lakeside Ave 401BurlingtonVT05401030304418501c3$130,000$0VT Comprehensive Energy Plan
Vermont Fuel Efficiency Partn
19 Gable PlBarreVT05461030216254501 c 3$200,000$0Energy efficiency low income vt
Vermont Law School
164 Chelsea StSo RoyaltonVT05068237251952501c3$40,000$0Energy efficiency low income vt
VT Dept of Public Service
112 State Street Third FloorMontpelierVT05620VT Dept of Public Sv$250,000$0Vermont Comprehensive Energy Plan
VT Office of Economic Opportu
280 State DriveWaterburyVT05671VT Dept for Children$125,000$0Energy efficiency low income VT
Washington Electric Co-op
40 Church StMontpelierVT05602030165895501 c 12$147,000$0VT Comprehensive Energy Program
FieldValueIRS element (for citing)
Total501c3 Org16Total501c3OrgCnt
Total Other Org1TotalOtherOrgCnt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Line 11b: Form 990 Review ProcessExecutive Director will review before signing
Form 990, Part VI, Line 19: Other Organization Documents Publicly AvailableCopies of documents may be requested from the Organization's executive director.
Other Changes In Net Assets Or Fund Balances - Other IncreasesRounding = $1

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