Civic Intelligence

Counseling Service of Addison County Inc.

EIN 03-0212396 • 501(c)3 • Middlebury, VT

Pub. 78 Eligible

Profile

Behavorial health, substance abuse and developmental services

89 Main StreetMiddlebury, VT 05753

www.csac-vt.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

56th percentile

0.28x

Higher debt load relative to assets than 56% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Liabilities / Revenue

40th percentile

0.19x

Higher debt load relative to revenue than 40% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Net Margin

50th percentile

4.2%

Higher net margin than 50% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Top Officer Pay

54th percentile

$276,666

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

501(c)3 • $25M-$50M nonprofits • Source year 2025

Asset Growth

48th percentile

4.7%

Faster asset growth than 48% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Revenue Growth

36th percentile

2.0%

Faster revenue growth than 36% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Assets

Up

$20,889,182

Up $930,180 (+4.7%) from 2024

Liabilities

Down

$5,795,805

Down $367,941 (-6.0%) from 2024

Net Assets

Up

$15,093,377

Up $1,298,121 (+9.4%) from 2024

Revenue

Up

$30,448,100

Up $591,653 (+2.0%) from 2024

Expenses

Up

$29,159,251

Up $121,930 (+0.4%) from 2024

Net Income

Up

$1,288,849

Up $469,723 (+57%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2011: $11,048,698Liabilities 2011: $7,032,622Net Assets 2011: $4,016,0762011Assets 2012: $9,499,900Liabilities 2012: $5,306,954Net Assets 2012: $4,192,9462012Assets 2013: $10,695,746Liabilities 2013: $6,325,740Net Assets 2013: $4,370,0062013Assets 2014: $9,388,721Liabilities 2014: $4,832,379Net Assets 2014: $4,556,3422014Assets 2015: $9,756,936Liabilities 2015: $4,991,613Net Assets 2015: $4,765,3232015Assets 2016: $10,488,065Liabilities 2016: $5,089,093Net Assets 2016: $5,398,9722016Assets 2017: $10,611,007Liabilities 2017: $4,996,545Net Assets 2017: $5,614,4622017Assets 2018: $10,520,981Liabilities 2018: $4,571,283Net Assets 2018: $5,949,6982018Assets 2019: $10,598,900Liabilities 2019: $4,444,731Net Assets 2019: $6,154,1692019Assets 2020: $12,010,090Liabilities 2020: $5,612,304Net Assets 2020: $6,397,7862020Assets 2021: $12,612,934Liabilities 2021: $5,196,359Net Assets 2021: $7,416,5752021Assets 2022: $12,594,069Liabilities 2022: $4,623,826Net Assets 2022: $7,970,2432022Assets 2023: $19,236,196Liabilities 2023: $6,136,365Net Assets 2023: $13,099,8312023Assets 2024: $19,959,002Liabilities 2024: $6,163,746Net Assets 2024: $13,795,2562024Assets 2025: $20,889,182Liabilities 2025: $5,795,805Net Assets 2025: $15,093,3772025

Highlighted filing

2025

Assets$20,889,182
Liabilities$5,795,805
Net Assets$15,093,377

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40M$30M$20M$10M$0Expenses 2011: $16,665,6352011Expenses 2012: $17,250,7202012Revenue 2013: $19,168,586Expenses 2013: $18,991,526Net Income 2013: $177,0602013Revenue 2014: $19,371,194Expenses 2014: $19,184,858Net Income 2014: $186,3362014Revenue 2015: $20,454,579Expenses 2015: $20,222,325Net Income 2015: $232,2542015Revenue 2016: $21,151,799Expenses 2016: $20,522,852Net Income 2016: $628,9472016Revenue 2017: $21,554,546Expenses 2017: $21,368,537Net Income 2017: $186,0092017Revenue 2018: $23,083,637Expenses 2018: $22,759,326Net Income 2018: $324,3112018Revenue 2019: $23,238,318Expenses 2019: $23,044,751Net Income 2019: $193,5672019Revenue 2020: $24,331,277Expenses 2020: $24,064,577Net Income 2020: $266,7002020Revenue 2021: $24,693,481Expenses 2021: $23,778,064Net Income 2021: $915,4172021Revenue 2022: $25,520,497Expenses 2022: $24,867,687Net Income 2022: $652,8102022Revenue 2023: $32,869,004Expenses 2023: $27,797,833Net Income 2023: $5,071,1712023Revenue 2024: $29,856,447Expenses 2024: $29,037,321Net Income 2024: $819,1262024Revenue 2025: $30,448,100Expenses 2025: $29,159,251Net Income 2025: $1,288,8492025

Highlighted filing

2025

Revenue$30,448,100
Expenses$29,159,251
Net Income$1,288,849

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$20.9$5.80$15.1$30.4$29.2$1.29
2024Detailed filing. Detailed filing data is available for this year.$20.0$6.16$13.8$29.9$29.0$0.82
2023Detailed filing. Detailed filing data is available for this year.$19.2$6.14$13.1$32.9$27.8$5.07
2022Detailed filing. Detailed filing data is available for this year.$12.6$4.62$7.97$25.5$24.9$0.65
2021Detailed filing. Detailed filing data is available for this year.$12.6$5.20$7.42$24.7$23.8$0.92
2020Detailed filing. Detailed filing data is available for this year.$12.0$5.61$6.40$24.3$24.1$0.27
2019Detailed filing. Detailed filing data is available for this year.$10.6$4.44$6.15$23.2$23.0$0.19
2018Detailed filing. Detailed filing data is available for this year.$10.5$4.57$5.95$23.1$22.8$0.32
2017Detailed filing. Detailed filing data is available for this year.$10.6$5.00$5.61$21.6$21.4$0.19
2016Detailed filing. Detailed filing data is available for this year.$10.5$5.09$5.40$21.2$20.5$0.63
2015Detailed filing. Detailed filing data is available for this year.$9.76$4.99$4.77$20.5$20.2$0.23
2014Detailed filing. Detailed filing data is available for this year.$9.39$4.83$4.56$19.4$19.2$0.19
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.7$6.33$4.37$19.2$19.0$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.50$5.31$4.19$17.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.0$7.03$4.02$16.7
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 6, 2026
Return Version
2024v5.0
Gross Receipts
$34,052,509
Mission and Program Overview

Mission

Behavorial health, substance abuse and developmental services

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$5,400,731$6,335,721▲ $934,990
Accounts Receivable$5,072,145$4,831,946▼ $240,199
Land, Buildings, and Equipment, Net$4,522,875$4,526,781▲ $3,906
Investments in Publicly Traded Securities$4,172,251$4,364,107▲ $191,856
Prepaid Expenses and Deferred Charges$206,204$245,724▲ $39,520
Cash and Non-Interest-Bearing Accounts$4,347$2,864▼ $1,483
Total Assets$19,959,002$20,889,182▲ $930,180
Other Assets Total$580,449$582,039▲ $1,590
Liabilities
Accounts Payable and Accrued Expenses$3,693,925$3,373,929▼ $319,996
Tax Exempt Bond Liabilities$1,297,708$1,165,089▼ $132,619
Deferred Revenue$872,825$1,020,111▲ $147,286
Mortgage Notes Payable Secured by Investment Property$190,169$160,142▼ $30,027
Other Liabilities$109,119$76,534▼ $32,585
Total Liabilities$6,163,746$5,795,805▼ $367,941
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$13,214,196$14,537,167▲ $1,322,971
Net Assets With Donor Restrictions$581,060$556,210▼ $24,850
Total Net Assets Fund Balance$13,795,256$15,093,377▲ $1,298,121
Total Liabilities and Net Assets / Fund Balance$19,959,002$20,889,182▲ $930,180

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,449,831$4,535,972$7,985,803
Equipment$336,969$448,489$785,458
Land$737,247-$737,247
Leasehold Improvements$2,734$119,922$122,656

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$41,236-▲ $5,097-$46,333
2023$38,999-▲ $2,237-$41,236
2022$35,817-▲ $3,182-$38,999
2021$41,414-▼ $5,597-$35,817
2020$32,135-▲ $9,279-$41,414
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gregory MairsDirector ofFT$245,632$31,034$276,666
Gregory MairsDirector of Ds & Aop-$245,632$31,034$276,666
Brittany CrowleyPsychiatristPT$196,072$28,603$224,675
Rachel LeeExecutive DiFT$168,626$28,627$197,253
Rachel LeeExecutive Director-$168,626$28,627$197,253
Annamarie SchraderAdv. PracticFT$149,883$27,159$177,042
Annamarie SchraderAdv. Practice Nurse-$149,883$27,159$177,042
Jessica LindertAdv. PracticFT$137,947$27,628$165,575
Jessica LindertAdv. Practice Nurse-$137,947$27,628$165,575
Alexa EulerDirector ofFT$116,681$38,287$154,968
Alexa EulerDirector of Operatio-$116,681$38,287$154,968
William ClaessensCFOFT$125,137$28,302$153,439
Jennifer MurdochAssoc. Ds DiFT$107,771$39,788$147,559

Board Members and Trustees

NameTitle
David K RobertsPresident
Adam AguirreBoard Member
Bill CunninghamBoard Member
Bryan Plant IiBoard Member
Casey CoveyBoard Member
Fred DiedrichBoard Member
Gary MargolisBoard Member
Herb OlsonBoard Member
Jubilee McgillBoard Member
Kathleen DormanBoard Member
Marie LennonBoard Member
Marycarol RossignolBoard Member
Jon CrystalSecretary
Joanne ScottTreasurer
Suzanne AldanaVice Preside

Highest Paid Contractors

ContractorServicesLocationCompensation
ArisDevelop. Client72 SOUTH MAIN STREET, White River Junction, VT 05001$2,041,535
Yellow House Community Services INCHealth Services29 SEMINARY ST, Middlebury, VT 05753$359,644
Addison County Parent ChildChild ServicesPO BOX 646, Middlebury, VT 05753$340,386
Mary Johnson CenterChild Services81 WATER STREET, Middlebury, VT 05753$315,365
Aspire Living & Learning INC-2096 AIRPORT RD, Barre, VT 05641$197,505
Revenue and Support

Revenue Composition

Contributions and Grants
$2,479,766
Program Service Revenue
$27,757,881
Investment Income
$210,453
Other Revenue
$0
Change in Net Assets
$1,288,849

Audited Revenue Reconciliation

Revenue per Audited Statements
$30,448,100
Revenue Not Reported on Form 990
$9,272
Total Revenue per Audited Statements
$30,457,372
Total Revenue per Form 990
$30,448,100
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$19,369,898
Other Expenses$9,789,353
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$12,545,703$1,572,362-$14,118,065
Other Employee Benefits$4,296,447$633,453-$4,929,900
Occupancy$1,114,224$-13,697-$1,100,527
Travel$400,780$13,558-$414,338
Other Expenses$311,989$12,463-$324,452
Current Officers, Directors, Trustees, and Key Employees-$321,933-$321,933
Total Functional Expenses$25,676,230$3,483,021$0$29,159,251

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$29,159,251
Total Expenses per Audited Statements$29,159,251
Total Expenses per Form 990$29,159,251
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Bocce Tournamen$30,756---
Total Events$30,756---
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$76,534

Bond Issues

BondIssuerIssuedIssue PricePurpose
AVehbfa - 20152015-08-01$2,315,000BUILDING

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$2,315,000--$61,085

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
No
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
Yes
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, Page 6, Part VI, Line 11B

The form 990 is first reviewed by the cfo and the director of operations & organizational development. A further review of the form 990 is then performed by the finance committee of the board of directors and organizations executive director for final approval. A copy of the final version of the 990 is given to all board members before filing.

Form 990, Page 6, Part VI, Line 12C

All board members are required to disclose conflicting relationships to the board president and executive director. If a conflict of interest arises the board president along with the executive committee of the board meet about the specific situation to make certain the individuals involved are aware of the situation and to map an appropriate course of action.

Form 990, Page 6, Part VI, Line 15A

When determining compensation for the executive director, the director of operations & organizational development uses a standardized agency compensation formula. The compensation formula is then annualized. If there is consideration of modifying compensation outside of the standard compensation formula (other than change of duties or responsibilities) a board committee and/or the board president would review in conjunction with the director of operations & organizational development. The compensation amount would then be presented by the director of operations and organizational development to the board of directors or executive committee for their review and any revision and final approval. As part of their oversight function, the board of directors regularly reviews the specific pay and benefits package for each senior employee, including the executive director and each member of the management team.

Form 990, Page 6, Part VI, Line 15B

The director of operations & organizational development uses a standardized agency compensation formula when determining compensation for other officers, and key employees. The compensation formula is then annualized. If there is a consideration of modifying compensation outside of the standard compensation formula (other than change of duties or responsibilities) the executive director has final authority. However, pay for officers and other key staff is regularly reviewed by the board of directors.

Form 990, Page 6, Part VI, Line 19

The governing documents and conflict of interest policy can be accessed by requesting them from the chief financial officer, compliance officer, the executive director or executive director's secretary. The audited financial statements are available for public viewing at 89 main street and 109 catamount locations; otherwise copies can be requested from the chief financial officer.

Filing and Contact Details

Filer

Filer Name
Counseling Service of Addison
EIN
03-0212396
Phone
8023886751
Address
89 MAIN STREET, MIDDLEBURY, VT 05753

Signing Officer

Name
William Claessens
Title
CFO
Phone
8023886751
Signed
2026-01-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Rachel Lee
Formed
1959
Legal Domicile
Vt
Voting Board Members
15
Independent Board Members
15
Employees
342

Preparer

Firm
Kittell Branagan & Sargent
Address
154 N MAIN ST, ST ALBANS, VT 05478
Preparer
William Keyser CPA
Phone
8025249531
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

Adult services: full range of outpatient counseling for community members over the age of 18 emergency screening substance abuse

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

The fund is established in memory of barbara lowrie gibb, to support the programs of the counseling service of addison county.

Schedule D, Page 3, Part X

Consideration has been given to uncertain tax positions. The federal income tax returns for the years ended after june 30, 2022, remain open for potential examination by major tax jurisdictions, generally for three years after they were filed.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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