2012-11-08T13:11:02-08:00 2012-06-30 WALLACE W TAPIA PC 131 MAIN ST 8TH FL BURLINGTON VT 05401 990 2011-07-01 020492913 SUSTAINABILITY INSTITUTE INC SUST 8024328930 2 BEAVER MEADOW ROAD NORWICH VT 05055 WILLIAM A BITTINGER 8024328930 2012-11-05 true WALLACE W TAPIA CPA 8028636370 2011 2016-02-24 21:20:13Z WM A BITTINGER 2 BEAVER POND ROAD NORWICH VT 05055 576603 false X www.donellameadows.org X 1996 VT Sustainability Research, Education & Information The organization is dedicated to providing system-based research, consulting and education to help people and organizations put sustainability into practice through training, facilitation and educational activities. 8 8 5 9 0 17006 14366 399374 381456 44943 50531 37510 41887 498833 488240 330140 0 0 337527 193286 0 8383 435588 322041 1103255 515327 -604422 -27087 2098909 1903028 4804 0 2094105 1903028 Sustainability Research, Education & Information false false 67063 EDUCATIONAL ACTIVITIES - EDUCATIONAL ACTIVITIES OF THE ORGANIZATION INCLUDE THE "REGIONAL STEWARDSHIP INITIATIVE" WHICH INTEGRATES SYSTEM THINKING WITH THE PRINCIPLES OF SUSTAINABLILITY AND A STEADY-STATE ECONOMY, THE "GLOBAL CITIZENS GUIDE" TO ADAPTIVE REGIONAL PLANNING BEING DEVELOPED AS PART OF THE REGIONAL STEWARDSHIP INITIATIVE, THE "COMMUNITY SUSTAINABILITY TOOL", AN INTERACTIVE SYSTEMS DYNAMICS MODEL TO HELP REDUCE ENERGY USE AT THE LOCAL AND REGIONAL LEVELS, THE "GLOBAL CITIZENS LEADERSHIP ACADEMY" (FOR ESTABLISHED SUSTAINABILITY LEADERS) AND THE "YES PROGRAM" (FOR EMERGING SUSTAINABILITY LEADERS) AND THE "DONELLA MEADOWS LEGACY PROJECT" - MAKING ALL OF DONELLA MEADOWS' WORK FREELY AND EASILY ACCESSIBLE ONLINE. 208400 381456 TRAINING AND FACILITATION - THE ORGANIZATION CONTINUES TO WORK WITH PUBLIC HEALTH OFFICIALS TO APPLY SYSTEMS THINKING TO PUBLIC HEALTH PROBLEMS (INCLUDING DIABETES, CARDIOVASCULAR DISEASE AND HIV) AND OTHER PROJECTS. 275463 true true false false false false false false false false true false false false false false true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 10 0 5 true false false false false false false false false false false X 8 8 true false false false false false false true true false false true true true true true true true true false X JEANNE BRAGDON 8024328930 2 BEAVER MEADOW ROAD NORWICH VT 05055 WILLIAM A BITTINGER 4.00 X X 0 0 0 WAYNE A BARSTAD 2.00 X X 0 0 0 JOSEPH BRAGDON 2.00 X X 0 0 0 ERIK C ESSELSTYN 2.00 X X 0 0 0 GWENDOLYN HALLSMITH 1.00 X 0 0 0 LYN SWETT MILLER 1.00 X 0 0 0 HAL HAMILTON 1.00 X 0 0 0 MARTA CERONI 1.00 X 0 0 0 JEANNE BRAGDON 12.00 X 26872 0 0 26872 0 false false false 0 14366 150 14366 Consulting Income 900099 381456 381456 12057 12057 41585 41585 22966 22664 302 302 302 104173 65699 38474 38474 38474 488240 423041 50833 0 0 0 0 0 0 0 0 34437 5854 27550 1033 0 0 0 0 136258 23164 109006 4088 0 0 0 0 9239 1570 7392 277 13352 2270 10681 401 0 0 0 0 6438 3219 3219 0 24670 0 24670 0 0 0 0 0 0 0 0 0 0 0 210435 207366 1903 1166 25644 20515 5129 0 14829 2350 12050 429 2980 507 2384 89 0 0 0 0 17070 4183 12149 738 3709 1765 1944 0 0 0 0 0 3576 1701 1875 0 0 0 0 0 0 0 0 0 19500 0 19500 0 5412 920 4330 162 Bank charges & credit card fees 1043 0 1043 0 Miscellaneous 1864 79 1785 0 Less: deprec. alloc. to rental -15129 0 -15129 0 515327 275463 231481 8383 X 0 0 0 0 152398 180549 941 500393 150760 354261 349633 1591309 1372846 2098909 1903028 4804 4804 0 X 2094105 1903028 2094105 1903028 2098909 1903028 X -27087 -163990 X false true true X false X 1456050 2173635 2987 17006 14366 3664044 1456050 2173635 2987 17006 14366 3664044 1948837 1715207 54389 18970 6242 17918 12057 109576 1209 1209 3774829 2104353 0.45440 0.56850 X 0 0 0 OTHER INCOME PART II, LINE 10; DESCRIPTION: MISCELLANEOUS INCOME; 2007: 0.; 2008: 0.; 2009: 0.; 2010: 1209.; 2011: 0.; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false 4804 4804 true 50027 50027 399874 115902 283972 41042 33283 7759 9450 1575 7875 349633 488240 515327 -27087 -163990 -125354 -289344 -316431 332693 14400 22664 37064 295629 192611 192611 488240 649124 14400 156977 171377 477747 14400 23180 37580 515327 Pt IV Line 2b The Organization held an "affordable housing subsidy fund" for the benefit of an unrelated, cooperative housing organization. The funds were disbursed to the organization in December 2011. Pt XI Line 8 Cash to Accrual Adjustments: Decrease in accounts receivable ($77,024); increase in deferred revenue ($65,060); decrease in prepaid expenses ($6,450); decrease in accounts payable $16,471 and decrease in accrued expenses $6,709. Pt XII Line 2d Rental expenses netted on Page 9 of Form 990. Pt XII Line 4b Decrease in accounts receivable of $77,024, increase in deferred revenue of $65,060 and investment income of $50,527 netted in investment loss on audited financial statements. Pt XIII Line 2d Net investment loss per audited financial statements of $127,863, rental expenses of $22,664 and decrease in prepaid expenses of $6,450. Pt XIII Line 4b Decrease in accounts payable of $16,471 and decrease in accrued EXPENSES OF $6,709. Pt VI, Line 11a A first draft of the 990 is reviewed by the Interim Executive Director with a final version, in .pdf format, made available to the Board. Pt VI, Line 12c Board members are required to report any conflicts of interest pursuant to the Organization's conflict of interest policy with annual monitoring of compliance by the Interim Executive Director. Pt VI, Line 15 Independent Board Members review comparability data and contemporaneously substantiate their deliberations related to the annual compensation of all key employees. Pt VI, Line 19 The Organization has never been asked for its organizational documents, financial statements, or conflict of interest policy and has no formal policy related to the public inspection of this information. Pt XI Other changes in fund balance = $163,990 unrealized loss on investments. Pt VI, Line 2 Jay Bragdon and Jeanne Bragdon are married.