GREEN MOUNTAIN UNITED WAY: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
GREEN MOUNTAIN UNITED WAY (EIN 03-0261384)
Tax period
2014-07-01 to 2015-06-30
Filed
2015-12-15
IRS object ID
201533499349300953
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)
Return2015-12-15T12:14:55-06:00ReturnTs
Tax Period End2015-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN030337428PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1BATCHELDER ASSOCIATES PCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 CONTI CIRCLEAddressLine1Txt
CityBARRECityNm
State AbbreviationVTStateAbbreviationCd
ZIP05641ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN030261384EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GREEN MOUNTAIN UNITED WAY INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGREEBusinessNameControlTxt
Phone8022299532PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1963 PAINE TURNPIKE N 2AddressLine1Txt
CityBERLINCityNm
State AbbreviationVTStateAbbreviationCd
ZIP05602ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTAWNYA KRISTENPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone8026228056PhoneNum
Signature2015-12-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBONNIE K BATCHELDERCPAPreparerPersonNm
PTINP00508418PTIN
Phone8024769490PhoneNum
Preparation2015-12-14PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerTAWNYA KRISTENPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 CONTI CIRCLEAddressLine1Txt
CityBARRECityNm
State AbbreviationVTStateAbbreviationCd
ZIP05641ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,075,446GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1975FormationYr
Legal Domicile StateVTLegalDomicileStateCd
Activity Or MissionIN 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.ActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee6TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$511,597PYContributionsGrantsAmt
CY Contributions Grants$472,227CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$65,939PYInvestmentIncomeAmt
CY Investment Income$129CYInvestmentIncomeAmt
PY Other Revenue$182,702PYOtherRevenueAmt
CY Other Revenue$200,674CYOtherRevenueAmt
PY Total Revenue$760,238PYTotalRevenueAmt
CY Total Revenue$673,030CYTotalRevenueAmt
PY Grants And Similar Paid$178,115PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$74,703CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$268,385PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$248,728CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$19,738CYTotalFundraisingExpenseAmt
PY Other Expenses$284,336PYOtherExpensesAmt
CY Other Expenses$319,887CYOtherExpensesAmt
PY Total Expenses$730,836PYTotalExpensesAmt
CY Total Expenses$643,318CYTotalExpensesAmt
PY Revenues Less Expenses$29,402PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$29,712CYRevenuesLessExpensesAmt
Total Assets BOY$746,666TotalAssetsBOYAmt
Total Assets EOY$692,858TotalAssetsEOYAmt
Total Liabilities BOY$289,495TotalLiabilitiesBOYAmt
Total Liabilities EOY$205,975TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$457,171NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$486,883NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionIN 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$578,488ExpenseAmt
Grant$74,703GrantAmt
DescTO 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.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescOUR 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.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescWE 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.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$578,488TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee6EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
DAF Excess Business Holdings0DAFExcessBusinessHoldingsInd
Taxable Distributions0TaxableDistributionsInd
Distribution To Donor0DistributionToDonorInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1TAWNYA KRISTENBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8026228056PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11 CONTI CIRCLEAddressLine1Txt
CityBARRECityNm
State AbbreviationVTStateAbbreviationCd
ZIP05641ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
CATHERINE HAMILTON
CHAIR, COMMUNITY IMPACT CM1.00Yes (X)$0$0$0
DEXTER ROWE
DIRECTOR1.00Yes (X)$0$0$0
DAWNE SMITH
DIRECTOR1.00Yes (X)$0$0$0
MARGARET PINELLO-WHITE
DIRECTOR1.00Yes (X)$0$0$0
ANNETTE YOUNG
DIRECTOR1.00Yes (X)$0$0$0
CAROL ELLISON
DIRECTOR1.00Yes (X)$0$0$0
KAREN GERAGHTY
DIRECTOR1.00Yes (X)$0$0$0
STACY PINARDI
DIRECTOR1.00Yes (X)$0$0$0
RICHARD THEKEN
DIRECTOR1.00Yes (X)$0$0$0
LINDA WINTERS
DIRECTOR1.00Yes (X)$0$0$0
JESSALYN GUSTIN
DIRECTOR1.00Yes (X)$0$0$0
LAUREN MCELROY MERRIT
DIRECTOR1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$472,227AllOtherContributionsAmt
Total Contributions$472,227TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$23,014TotalRevenueColumnAmt
Related Or Exempt Func Income$23,014RelatedOrExemptFuncIncomeAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$379,531SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$402,416SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$22,885SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$22,885TotalRevenueColumnAmt
Related Or Exempt Func Income-$22,885RelatedOrExemptFuncIncomeAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
IN-KIND REVENUES900099$197,069$197,069
SPONSORSHIPS900099$3,605$3,605
FieldValueIRS element (for citing)
Other Revenue Total$200,674OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$673,030TotalRevenueColumnAmt
Related Or Exempt Func Income$200,803RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$0ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$74,703TotalAmt
Program Services$74,703ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$201,510TotalAmt
Program Services$189,419ProgramServicesAmt
Management And General$10,076ManagementAndGeneralAmt
Fundraising$2,015FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$30,542TotalAmt
Program Services$28,709ProgramServicesAmt
Management And General$1,527ManagementAndGeneralAmt
Fundraising$306FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$16,676TotalAmt
Program Services$15,676ProgramServicesAmt
Management And General$833ManagementAndGeneralAmt
Fundraising$167FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$22,309TotalAmt
Management And General$22,309ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$13,169TotalAmt
Program Services$13,169ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$34,400TotalAmt
Program Services$34,055ProgramServicesAmt
Management And General$286ManagementAndGeneralAmt
Fundraising$59FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,880TotalAmt
Program Services$2,536ProgramServicesAmt
Management And General$146ManagementAndGeneralAmt
Fundraising$198FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$87,393TotalAmt
Program Services$73,411ProgramServicesAmt
Management And General$7,830ManagementAndGeneralAmt
Fundraising$6,152FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$5,111TotalAmt
Program Services$4,600ProgramServicesAmt
Fundraising$511FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,027TotalAmt
Program Services$945ProgramServicesAmt
Fundraising$82FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$2,224TotalAmt
Program Services$2,001ProgramServicesAmt
Management And General$111ManagementAndGeneralAmt
Fundraising$112FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,550TotalAmt
Program Services$2,321ProgramServicesAmt
Management And General$129ManagementAndGeneralAmt
Fundraising$100FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
EVENT EXPENSES$61,928$56,355$5,573
IN-KIND GOODS$40,265$40,265
PRINTING$10,838$9,971$867
POSTAGE$8,046$5,069$2,561$416

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$27,747TotalAmt
Program Services$25,283ProgramServicesAmt
Management And General$1,429ManagementAndGeneralAmt
Fundraising$1,035FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$643,318TotalAmt
Program Services$578,488ProgramServicesAmt
Management And General$45,092ManagementAndGeneralAmt
Fundraising$19,738FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$148,534BOYAmt
EOY$92,177EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$195,327BOYAmt
EOY$189,792EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$5,515BOYAmt
EOY$5,616EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$27,069LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$24,212LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$5,080BOYAmt
EOY$2,857EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$392,210BOYAmt
EOY$402,416EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$746,666BOYAmt
EOY$692,858EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$28,126BOYAmt
EOY$20,501EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$261,369BOYAmt
EOY$185,474EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$289,495BOYAmt
EOY$205,975EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$342,996BOYAmt
EOY$355,120EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$14,175BOYAmt
EOY$31,763EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$100,000BOYAmt
EOY$100,000EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$457,171BOYAmt
EOY$486,883EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$746,666BOYAmt
EOY$692,858EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$29,712ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$437,166CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$670,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$416,505CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$460,504CurrentTaxYearMinus1YearAmt
Current Tax Year$472,227CurrentTaxYearAmt
Total$2,456,402TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$437,166CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$670,000CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$416,505CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$460,504CurrentTaxYearMinus1YearAmt
Current Tax Year$472,227CurrentTaxYearAmt
Total$2,456,402TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$2,456,402PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$13,711CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$16,748CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$14,907CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$65,939CurrentTaxYearMinus1YearAmt
Current Tax Year$129CurrentTaxYearAmt
Total$111,434TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$28,637CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$22,224CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$59,297CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,646CurrentTaxYearMinus1YearAmt
Current Tax Year$200,675CurrentTaxYearAmt
Total$312,479TotalAmt
FieldValueIRS element (for citing)
Total Support$2,880,315TotalSupportAmt
Public Support CY1700.85280PublicSupportCY170Pct
Public Support PY1700.91870PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$100,000BeginningYearBalanceAmt
End Year Balance$100,000EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$100,000BeginningYearBalanceAmt
Investment Earnings Or Losses$10,950InvestmentEarningsOrLossesAmt
Other Expenditures$10,950OtherExpendituresAmt
End Year Balance$100,000EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$100,000BeginningYearBalanceAmt
Investment Earnings Or Losses$11,337InvestmentEarningsOrLossesAmt
Other Expenditures$11,337OtherExpendituresAmt
End Year Balance$100,000EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$100,000BeginningYearBalanceAmt
Investment Earnings Or Losses$4,492InvestmentEarningsOrLossesAmt
Other Expenditures$4,492OtherExpendituresAmt
End Year Balance$100,000EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$100,000BeginningYearBalanceAmt
Investment Earnings Or Losses$10,800InvestmentEarningsOrLossesAmt
Other Expenditures$10,800OtherExpendituresAmt
End Year Balance$100,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$27,069OtherCostOrOtherBasisAmt
Depreciation$24,212DepreciationAmt
Book Value$2,857BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$2,857TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp

FieldValueIRS element (for citing)
DescINVESTMENTSDesc
Book Value$402,416BookValueAmt
Method ValuationFMethodValuationCd
FieldValueIRS element (for citing)
Total Book Value Securities$402,416TotalBookValueSecuritiesAmt
Total Rev Etc Audited Fincl Stmt$673,030TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$673,030RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$673,030TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$643,318TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$643,318ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$643,318TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart V, Line 4:FormAndLineReferenceDesc
ExplanationIN 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.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Recipient Table RecipientTable (14 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
CEN VT COMMUNITY ACTION
195 US ROUTE 302-BERLINBARREVT05641030216254$1,000PROMOTE ECONOMIC ADVANCEMENT
FAMILY CENTER OF WASHINGTON COUNTY
383 SHERWOOD DRIVEMONTPELIERVT05602222652676$7,500SERVICES FOR YOUNG CHILDREN AND FAMILIES
GREEN MOUNTAIN FARM TO SCHOOL
194 MAIN STREET SUITE 301NEWPORTVT05855412273707PROMOTE HEALTHY LIVING
GOOD BEGINNINGS
1406 WEST HILL ROADNORTHFIELDVT05663030331281$7,500SUPPORT PARENTS OF BIRTH/ADOPTED BABIES
WASHINGTON COUNTY YOUTH SERVICE BUREAU
PO BOX 627MONTPELIERVT05602030262162$7,500PROVIDE SUPPORT TO YOUTH
VERMONT FOOD BANK
PO BOX 254SOUTH BARREVT05670223021942FOOD TO NEEDY FAMILIES
CROSS VT TRAIL ASSOCIATION
29 MAIN STREET STE 4MONTPELIERVT05602030363125$3,000PROVIDE SUPPORT TO THE CREATION AND MANAGEMENT OF A FOUR-SEASON TRAILS.
AWARE
PO BOX 307HARDWICKVT05843222823675$5,000PROVIDE SUPPORT FOR CHILDREN AND ADULTS.
FRIENDS OF THE COBLEIGH LIBRARY
PO BOX 147 14 DEPOT STLYNDONVILLEVT05851841660667PROVIDE SUPPORT PERSONAL GROWTH AND DEVELOP READING.
VERMONT HUMANITIES COUNCIL
11 LOOMIS STREETMONTPELIERVT05602PROVIDE 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 29MONTPELIERVT05602030292549$7,500TO PROVIDE SUPPORT FOR LOCAL RECREATION.MAIN ST STE 4
ORANGE COUNTY PARENT CHILD CENTER
361 VT RTE 110CHELSEAVT05038030241750$625SERVICES FOR YOUNG CHILDREN.
ELMHILL INC
1350 EAST HILL ROADPLAINFIELDVT05667030218716$7,168PROVIDE SUPPORT TO NEEDY CHILDREN AND ADOLESCENTS.
RSVP
59 N MAIN STREET SUITE 200BARREVT05641030276104$7,500PROVIDE SUPPORT FOR THE AGED.

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2:FormAndLineReferenceDesc
ExplanationCOMMITTEES MONITOR HOW GRANT FUNDS ARE SPENT. ORGANIZATIONS MUST APPLY ANNUALLY FOR GRANT AWARDS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section B, line 11THE 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 12cDURING 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 15aIN 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 19OUR 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.

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