Civic Intelligence

Mentor Vermont Inc.

990 • Fiscal year 2013 • EIN 02-0658483

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 07, 2014

20 Winooski Falls WayBurlington, VT 05404

(802) 658-1888

Siviq Scores

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

Liabilities / Assets

66th percentile

0.02x

Higher debt load relative to assets than 66% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

66th percentile

0.01x

Higher debt load relative to revenue than 66% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

88th percentile

39%

Higher net margin than 88% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

90th percentile

$41,491

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 10.8% of source-year revenue.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

94th percentile

155%

Faster asset growth than 94% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

25th percentile

-17%

Faster revenue growth than 25% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Up

$233,991

Up $142,185 (+155%) from 2012

Net Assets

Up

$228,856

Up $149,240 (+187%) from 2012

Liabilities

Down

$5,135

Down $7,055 (-58%) from 2012

Revenue

Down

$382,429

Down $76,646 (-17%) from 2012

Expenses

Down

$234,224

Down $222,871 (-49%) from 2012

Net Income

Up

$148,205

Up $146,225 (+7385%) from 2012

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $865,168Liabilities 2010: $809,992Net Assets 2010: $55,1762010Assets 2011: $522,602Liabilities 2011: $445,709Net Assets 2011: $76,8932011Assets 2012: $91,806Liabilities 2012: $12,190Net Assets 2012: $79,6162012Assets 2013: $233,991Liabilities 2013: $5,135Net Assets 2013: $228,8562013Assets 2014: $84,354Liabilities 2014: $4,966Net Assets 2014: $79,3882014Assets 2015: $151,865Liabilities 2015: $106,149Net Assets 2015: $45,7162015Assets 2016: $132,840Liabilities 2016: $67,858Net Assets 2016: $64,9822016Assets 2017: $136,189Liabilities 2017: $43,360Net Assets 2017: $92,8292017Assets 2018: $129,019Liabilities 2018: $11,933Net Assets 2018: $117,0862018Assets 2019: $143,411Liabilities 2019: $6,494Net Assets 2019: $136,9172019Assets 2020: $288,108Liabilities 2020: $67,369Net Assets 2020: $220,7392020Assets 2021: $324,953Liabilities 2021: $55,358Net Assets 2021: $269,5952021Assets 2022: $254,588Liabilities 2022: $109,335Net Assets 2022: $145,2532022Assets 2023: $197,735Liabilities 2023: $70,828Net Assets 2023: $126,9072023Assets 2024: $268,890Liabilities 2024: $88,104Net Assets 2024: $180,7862024Assets 2025: $218,507Liabilities 2025: $40,327Net Assets 2025: $178,1802025

Highlighted filing

2013

Assets$233,991
Liabilities$5,135
Net Assets$228,856

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $459,0792010Expenses 2011: $485,5912011Revenue 2012: $459,075Expenses 2012: $457,095Net Income 2012: $1,9802012Revenue 2013: $382,429Expenses 2013: $234,224Net Income 2013: $148,2052013Revenue 2014: $90,424Expenses 2014: $240,261Net Income 2014: -$149,8372014Revenue 2015: $439,858Expenses 2015: $473,435Net Income 2015: -$33,5772015Revenue 2016: $524,923Expenses 2016: $505,519Net Income 2016: $19,4042016Revenue 2017: $545,506Expenses 2017: $517,569Net Income 2017: $27,9372017Revenue 2018: $555,535Expenses 2018: $531,278Net Income 2018: $24,2572018Revenue 2019: $557,637Expenses 2019: $537,806Net Income 2019: $19,8312019Revenue 2020: $670,775Expenses 2020: $575,723Net Income 2020: $95,0522020Revenue 2021: $1,134,106Expenses 2021: $1,088,305Net Income 2021: $45,8012021Revenue 2022: $965,179Expenses 2022: $1,089,915Net Income 2022: -$124,7362022Revenue 2023: $880,086Expenses 2023: $901,775Net Income 2023: -$21,6892023Revenue 2024: $1,131,401Expenses 2024: $1,079,787Net Income 2024: $51,6142024Revenue 2025: $1,077,123Expenses 2025: $1,079,448Net Income 2025: -$2,3252025

Highlighted filing

2013

Revenue$382,429
Expenses$234,224
Net Income$148,205
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 7, 2014
Return Version
2013v3.1
Gross Receipts
$382,429
Mission and Program Overview

Mission

Mobius works to develop a culture of mentoring throughout Vermont through public awareness efforts, and providing technical and funding support for mentoring programs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$79,616$228,856▲ $149,240
Savings and Temporary Cash Investments$60,999$202,556▲ $141,557
Cash and Non-Interest-Bearing Accounts$20,929$21,189▲ $260
Investments in Publicly Traded Securities$6,930$8,072▲ $1,142
Prepaid Expenses and Deferred Charges$1,100$715▼ $385
Land, Buildings, and Equipment, Net$748$359▼ $389
Accounts Receivable-$0-
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$91,806$233,991▲ $142,185
Other Assets Total$1,100$1,100→ $0
Liabilities
Accounts Payable and Accrued Expenses$12,190$5,135▼ $7,055
Total Liabilities$12,190$5,135▼ $7,055
Net Assets / Fund Balance
Total Net Assets Fund Balance$79,616$228,856▲ $149,240
Total Liabilities and Net Assets / Fund Balance$91,806$233,991▲ $142,185

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$359$9,188$9,547
Other Land Buildings-$945$945
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Chad ButtExecutive DirectorFT$38,117$3,374$41,491

Board Members and Trustees

NameTitle
Mike LonerPresident
Anne GallivanDirector
Bonnie FerroDirector
Dan SmithDirector
Derrick DavisDirector
Eddie GaleDirector
Jen PetersonDirector
Julie ColeDirector
Kathleen HoyneDirector
Larry WilliamsDirector
Rebecca MoyerDirector
Sue CottrellDirector
Amy CunninghamSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$381,808
Program Service Revenue
$239
Investment Income
$382
Other Revenue
$0
All Other Contributions
$245,808
Change in Net Assets
$148,205
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$100,400
Grants and Similar Amounts Paid$86,030
Other Expenses$47,794
Total Fundraising Expense$17,728
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$86,030--$86,030
Other Salaries and Wages$37,491$4,169$4,169$45,829
Current Officers, Directors, Trustees, and Key Employees$22,870$7,624$7,623$38,117
Fees for Services Other$15,493$107$106$15,706
Other Employee Benefits$5,860$1,283$1,283$8,426
Payroll Taxes$4,671$1,023$1,023$6,717
Information Technology$5,681$324$324$6,329
Occupancy$3,438$753$753$4,944
Insurance$3,425$750$750$4,925
Fees for Services Accounting-$4,245-$4,245
Office Expenses$2,680$587$587$3,854
Travel$1,442$1,442-$2,884
Conferences and Meetings-$1,963-$1,963
Pension Plan Contributions$919$196$196$1,311
Advertising$1,118--$1,118
Depreciation Depletion$271$59$59$389
All Other Expenses$29$77$7$113
Other Expenses$80$95$215$80
Total Functional Expenses$191,720$24,776$17,728$234,224
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
10-0002102-501(c)(3)Quality & Growth/Mentor prog$22,000
03-6000692-501(c)(3)Quality & Growth/Mentor prog$15,500
03-0287694-501(c)(3)Quality & Growth/Mentor prog$10,000
26-1590762-501(c)(3)Quality & Growth/Mentor prog$9,500
03-6000901-501(c)(3)Monkton Mentors$8,330
26-0030908-501(c)(3)Mt Abe Mentors$7,700
--501(c)(3)Quality & Growth/Mentor prog$7,000
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
Backup withholding compliance
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 2: Description of Business or Family Relationship of Officers, Directors, Et

Derrick Davis and Larry Williams have family relationshipDerrick Davis and Dan Smith have family relationship

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

No review was or will be conducted.

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

No documents available to the public.

Filing and Contact Details

Filer

EIN
02-0658483
Phone
8026581888

Signing Officer

Name
Chad Butt
Title
Executive Director
Signed
2014-08-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chad Butt
Formed
2003
Legal Domicile
Vt
Voting Board Members
12
Independent Board Members
12
Employees
3
Volunteers
1

Preparer

Preparer
Colleen L Montgomery CPA
Phone
8028646565
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IRS990/Form990PartVIISectionAGrp/PersonNm7Chad Butt
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IRS990/MissionDesc0Mobius works to develop a culture of mentoring throughout Vermont through public awareness efforts, and providing technical and funding support for mentoring programs.
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IRS990/ProgSrvcAccomActy2Grp/Desc0Public Awareness: Mobius promotes public awareness of mentoring and local mentoring programs with press releases, paid media, appearances on local interview programs, and through other means. By raising public awareness of mentoring, Mobius promotes both volunteerism and philanthropy that helps mentoring programs grow.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt035176
IRS990/ProgSrvcAccomActy3Grp/Desc0Technical Support for Mentoring Programs: Mobius provides technical assistance to mentoring programs as needs arise. Mobius helps connect mentoring programs with one another to foster a community of collaboration. In addition Mobius assists new mentoring programs to establish procedures and polices consistent with accepted best practices.Other Programs: In addition to the program areas described above, Mobius works with mentoring programs across Vermont to take the lead on agreed upon statewide mentoring initiatives.
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0239
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.22$0.04$0.18$1.08$1.08$0.00
2024Detailed filing. Detailed filing data is available for this year.$0.27$0.09$0.18$1.13$1.08$0.05
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.20$0.07$0.13$0.88$0.90$0.02
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.25$0.11$0.15$0.97$1.09$0.12
2021Detailed filing. Detailed filing data is available for this year.$0.32$0.06$0.27$1.13$1.09$0.05
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.29$0.07$0.22$0.67$0.58$0.10
2019Summary only. Only limited summary data is available for this year.$0.14$0.01$0.14$0.56$0.54$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.13$0.01$0.12$0.56$0.53$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.14$0.04$0.09$0.55$0.52$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.13$0.07$0.06$0.52$0.51$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.15$0.11$0.05$0.44$0.47$0.03
2014Summary only. Only limited summary data is available for this year.$0.08$0.00$0.08$0.09$0.24$0.15
2013Detailed filing. Detailed filing data is available for this year.$0.23$0.01$0.23$0.38$0.23$0.15
2012Summary only. Only limited summary data is available for this year.$0.09$0.01$0.08$0.46$0.46$0.00
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.45$0.08$0.49
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.81$0.06$0.46