Civic Intelligence

Upper Valley Teacher Training Program Incorporated

990 • Fiscal year 2020 • EIN 02-0423502

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 03, 2020

194 Dartmouth College HighwayLebanon, NH 03766

(603) 678-4888

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

62nd percentile

0.20x

Higher debt load relative to assets than 62% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

72nd percentile

0.36x

Higher debt load relative to revenue than 72% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

90th percentile

49%

Higher net margin than 90% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2020

Asset Growth

84th percentile

42%

Faster asset growth than 84% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

94th percentile

115%

Faster revenue growth than 94% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Assets

Up

$2,891,260

Up $854,763 (+42%) from 2019

Net Assets

Up

$2,309,393

Up $775,514 (+51%) from 2019

Liabilities

Up

$581,867

Up $79,249 (+16%) from 2019

Revenue

Up

$1,628,083

Up $872,083 (+115%) from 2019

Expenses

Down

$829,632

Down $43,994 (-5.0%) from 2019

Net Income

Up

$798,451

Up $916,077 (+779%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $1,664,345Liabilities 2010: $614,997Net Assets 2010: $1,049,3482010Assets 2011: $1,776,963Liabilities 2011: $611,800Net Assets 2011: $1,165,1632011Assets 2012: $1,772,073Liabilities 2012: $636,369Net Assets 2012: $1,135,7042012Assets 2013: $1,814,136Liabilities 2013: $582,670Net Assets 2013: $1,231,4662013Assets 2014: $2,039,577Liabilities 2014: $569,308Net Assets 2014: $1,470,2692014Assets 2015: $2,018,735Liabilities 2015: $570,846Net Assets 2015: $1,447,8892015Assets 2016: $1,996,370Liabilities 2016: $549,137Net Assets 2016: $1,447,2332016Assets 2017: $2,060,908Liabilities 2017: $526,704Net Assets 2017: $1,534,2042017Assets 2018: $2,193,589Liabilities 2018: $524,890Net Assets 2018: $1,668,6992018Assets 2019: $2,036,497Liabilities 2019: $502,618Net Assets 2019: $1,533,8792019Assets 2020: $2,891,260Liabilities 2020: $581,867Net Assets 2020: $2,309,3932020Assets 2021: $3,596,223Liabilities 2021: $471,114Net Assets 2021: $3,125,1092021Assets 2022: $3,234,902Liabilities 2022: $437,191Net Assets 2022: $2,797,7112022Assets 2023: $3,185,012Liabilities 2023: $425,285Net Assets 2023: $2,759,7272023Assets 2024: $3,230,114Liabilities 2024: $403,705Net Assets 2024: $2,826,4092024Assets 2025: $3,399,314Liabilities 2025: $396,579Net Assets 2025: $3,002,7352025

Highlighted filing

2020

Assets$2,891,260
Liabilities$581,867
Net Assets$2,309,393

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$2.0M$1.5M$1.0M$500K$0-$500KExpenses 2010: $895,5522010Revenue 2011: $930,625Expenses 2011: $886,640Net Income 2011: $43,9852011Expenses 2012: $786,0832012Revenue 2013: $913,285Expenses 2013: $822,698Net Income 2013: $90,5872013Revenue 2014: $969,704Expenses 2014: $834,742Net Income 2014: $134,9622014Revenue 2015: $832,228Expenses 2015: $786,265Net Income 2015: $45,9632015Revenue 2016: $903,803Expenses 2016: $912,219Net Income 2016: -$8,4162016Revenue 2017: $875,107Expenses 2017: $815,776Net Income 2017: $59,3312017Revenue 2018: $982,827Expenses 2018: $817,761Net Income 2018: $165,0662018Revenue 2019: $756,000Expenses 2019: $873,626Net Income 2019: -$117,6262019Revenue 2020: $1,628,083Expenses 2020: $829,632Net Income 2020: $798,4512020Revenue 2021: $1,535,997Expenses 2021: $982,409Net Income 2021: $553,5882021Revenue 2022: $993,356Expenses 2022: $1,015,442Net Income 2022: -$22,0862022Revenue 2023: $930,534Expenses 2023: $1,046,235Net Income 2023: -$115,7012023Revenue 2024: $933,551Expenses 2024: $1,002,156Net Income 2024: -$68,6052024Revenue 2025: $1,197,658Expenses 2025: $1,149,106Net Income 2025: $48,5522025

Highlighted filing

2020

Revenue$1,628,083
Expenses$829,632
Net Income$798,451
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 3, 2020
Return Version
2019v5.0
Gross Receipts
$3,458,750
Mission and Program Overview

Mission

Uvttp, inc. Prepares, inspires and supports k-12 teachers and school leaders to improve the quality of education for learners in their classrooms, schools and communities.

To prepare, inspire and support aspiring k-12 teachers and school leaders.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,203,953$1,936,816▲ $732,863
Land, Buildings, and Equipment, Net$608,951$592,628▼ $16,323
Cash and Non-Interest-Bearing Accounts$151,934$283,764▲ $131,830
Savings and Temporary Cash Investments$43,901$46,747▲ $2,846
Accounts Receivable$19,269$23,000▲ $3,731
Prepaid Expenses and Deferred Charges$8,489$8,305▼ $184
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$2,036,497$2,891,260▲ $854,763
Other Assets Total-$0-
Liabilities
Mortgage Notes Payable Secured by Investment Property$480,752$558,657▲ $77,905
Accounts Payable and Accrued Expenses$21,866$23,210▲ $1,344
Total Liabilities$502,618$581,867▲ $79,249
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,205,599$1,307,602▲ $102,003
Net Assets With Donor Restrictions$328,280$1,001,791▲ $673,511
Total Net Assets Fund Balance$1,533,879$2,309,393▲ $775,514
Total Liabilities and Net Assets / Fund Balance$2,036,497$2,891,260▲ $854,763

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$437,546$183,136$620,682
Land$150,000-$150,000
Other Land Buildings$5,082$72,505$77,587

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$328,280---$287,320
2018$346,780---$328,280
2017$357,780---$346,780
2016$380,280---$357,780
2015$402,580---$380,280
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
R Page TompkinsExecutive DirectorFT$105,859$105,859

Board Members and Trustees

NameTitle
Michael HarrisChair
Joan HolcombeVice Chair
Jacqueline AllenDirector
Jed WilliamsonDirector
Jenny BradleyDirector
Kristin WilsonDirector
Leah WheelanDirector
Michael FoxallDirector
Tom DebalsiDirector
Wayne GersonDirector
Anne HillSecretary
Paul MorrisonTreasurer
Robert WebberTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$939,456
Program Service Revenue
$695,859
Investment Income
$-8,720
Other Revenue
$1,488
All Other Contributions
$939,456
Change in Net Assets
$798,451

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$764,471Market Value
Total Noncash Contributions1$764,471-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,628,083
Revenue Not Reported on Form 990
$-63,897
Total Revenue per Audited Statements
$1,564,186
Total Revenue per Form 990
$1,628,083
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$537,955
Other Expenses$250,717
Grants and Similar Amounts Paid$40,960
Total Fundraising Expense$17,868
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$257,467$76,718-$334,185
Current Officers, Directors, Trustees, and Key Employees$58,788$37,411$10,689$106,888
Fees for Services Other$67,838$1,119$140$69,097
Grants to Domestic Individuals$40,960--$40,960
Advertising$39,390$154$154$39,698
Other Employee Benefits$28,114$11,265$82$39,461
Payroll Taxes$23,246$8,389$786$32,421
Pension Plan Contributions$16,379$8,190$431$25,000
Interest$17,449$3,116$208$20,773
Depreciation Depletion$16,482$2,943$196$19,621
All Other Expenses$11,076$819$2,199$14,094
Fees for Services Accounting$10,000$1,786$119$11,905
Travel$10,501$1,283$119$11,903
Insurance$8,452$1,509$101$10,062
Information Technology$5,000$2,433$591$8,024
Occupancy$5,021$897$60$5,978
Office Expenses$2,595$2,351$360$5,306
Other Expenses$3,338$715$715$4,768
Conferences and Meetings$1,261$1,103$788$3,152
Total Functional Expenses$647,610$164,154$17,868$829,632

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$829,632
Total Expenses per Form 990$829,632
Total Expenses per Audited Statements$788,672
Expenses Not Reported on Form 990$-40,960
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

A copy was provided to each board member for review prior to filing.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

Each year staff and board members are reminded of the provisions of the organization's conflict of interest policy and complete a conflict of interest form.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

Executive director search committee collected data on salaries for comparable positions in the upper valley region. Salary recommendation was presented to the full board and unanimously approved at a board meeting and documented in the minutes of that meeting.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

AVAILABLE ON REQUEST

Filing and Contact Details

Filer

Filer Name
Upper Valley Teacher Training Program
EIN
02-0423502
Phone
6036784888
Address
194 DARTMOUTH COLLEGE HIGHWAY, LEBANON, NH 03766

Signing Officer

Name
Jackie Richter-menge
Title
Chair
Signed
2020-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jackie Richter-menge
Formed
1988
Legal Domicile
Nh
Voting Board Members
13
Independent Board Members
13
Employees
8

Preparer

Firm
Fothergill Segale & Valley CPAs
Address
143 Barre Street, Montpelier, VT 05602
Preparer
Sheila R Valley CPA
Phone
8022236261
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

Term endowment funds are used to provide scholarships to current students.

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IRS990/Desc0UVTTP, INC. PROVIDES EXPERIENTIAL TEACHER AND PRINCIPAL TRAINING, WITH COMPETENCY-BASED ASSESSMENTS, TO QUALIFIED ADULTS WHO SEEK TO EARN ELEMENTARY OR SECONDARY SCHOOL OR PRINCIPAL CERTIFICATION THROUGH A ONE YEAR INTERNSHIP.
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IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt7Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt8Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Treasurer
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IRS990/MissionDesc0UVTTP, INC. PREPARES, INSPIRES AND SUPPORTS K-12 TEACHERS AND SCHOOL LEADERS TO IMPROVE THE QUALITY OF EDUCATION FOR LEARNERS IN THEIR CLASSROOMS, SCHOOLS AND COMMUNITIES.
IRS990/MoreThan5000KToIndividualsInd0false
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IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0558657
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt011265
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt028114
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IRS990/OtherExpensesGrp/Desc3SMALL EQUIPMENT
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IRS990/PayrollTaxesGrp/ProgramServicesAmt023246
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IRS990/PensionPlanContributionsGrp/FundraisingAmt0431
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IRS990/PensionPlanContributionsGrp/ProgramServicesAmt016379
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IRS990/PrincipalOfficerNm0JACKIE RICHTER-MENGE
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IRS990/ProgramServiceRevenueGrp/Desc0APPLICATION FEES
IRS990/ProgramServiceRevenueGrp/Desc1PLACEMENT FEES
IRS990/ProgramServiceRevenueGrp/Desc2TUITION
IRS990/ProgramServiceRevenueGrp/Desc3UVGSE PROGRAM SERVICE
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt15250
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2465350
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt15250
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2465350
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3223499
IRS990/ProgSrvcAccomActy2Grp/Desc0UVTTP, INC. PROVIDES CONTRACT SERVICES FOR THE UPPER VALLEY GRADUATE SCHOOL OF EDUCATION WHICH OFFERS A MASTER OF ARTS IN TEACHING AND A MASTER OF EDUCATION IN SCHOOL LEADERSHIP.
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IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0798451

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.40$0.40$3.00$1.20$1.15$0.05
2024Detailed filing. Detailed filing data is available for this year.$3.23$0.40$2.83$0.93$1.00$0.07
2023Detailed filing. Detailed filing data is available for this year.$3.19$0.43$2.76$0.93$1.05$0.12
2022Detailed filing. Detailed filing data is available for this year.$3.23$0.44$2.80$0.99$1.02$0.02
2021Detailed filing. Detailed filing data is available for this year.$3.60$0.47$3.13$1.54$0.98$0.55
2020Detailed filing. Detailed filing data is available for this year.$2.89$0.58$2.31$1.63$0.83$0.80
2019Detailed filing. Detailed filing data is available for this year.$2.04$0.50$1.53$0.76$0.87$0.12
2018Detailed filing. Detailed filing data is available for this year.$2.19$0.52$1.67$0.98$0.82$0.17
2017Detailed filing. Detailed filing data is available for this year.$2.06$0.53$1.53$0.88$0.82$0.06
2016Detailed filing. Detailed filing data is available for this year.$2.00$0.55$1.45$0.90$0.91$0.01
2015Detailed filing. Detailed filing data is available for this year.$2.02$0.57$1.45$0.83$0.79$0.05
2014Detailed filing. Detailed filing data is available for this year.$2.04$0.57$1.47$0.97$0.83$0.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.81$0.58$1.23$0.91$0.82$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.77$0.64$1.14$0.79
2011Summary only. Only limited summary data is available for this year.$1.78$0.61$1.17$0.93$0.89$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.66$0.61$1.05$0.90