Civic Intelligence

United Way of Addison County Inc

EIN 03-0221018 • 501(c)3 • Middlebury, VT

Profile

For 55 years, our mission has been to mobilize the compassion and generosity of individuals and organizations in addison county to improve lives and strengthen the community.

PO Box 555Middlebury, VT 05753

www.unitedwayaddisoncounty.org

Siviq Scores

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

Liabilities / Assets

65th percentile

0.18x

Higher debt load relative to assets than 65% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

71st percentile

0.25x

Higher debt load relative to revenue than 71% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

43rd percentile

1.3%

Higher net margin than 43% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

69th percentile

$105,279

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 5.4% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

51st percentile

4.0%

Faster asset growth than 51% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

45th percentile

4.5%

Faster revenue growth than 45% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Assets

Up

$2,716,256

Up $104,662 (+4.0%) from 2023

Liabilities

Up

$486,778

Up $142 (+0.0%) from 2023

Net Assets

Up

$2,229,478

Up $104,520 (+4.9%) from 2023

Revenue

Up

$1,935,241

Up $83,927 (+4.5%) from 2023

Expenses

Up

$1,910,131

Up $233,818 (+14%) from 2023

Net Income

Down

$25,110

Down $149,891 (-86%) from 2023

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,733,588Liabilities 2011: $528,220Net Assets 2011: $1,205,3682011Assets 2012: $1,675,941Liabilities 2012: $438,943Net Assets 2012: $1,236,9982012Assets 2013: $1,778,667Liabilities 2013: $513,373Net Assets 2013: $1,265,2942013Assets 2014: $1,885,194Liabilities 2014: $489,584Net Assets 2014: $1,395,6102014Assets 2015: $1,788,202Liabilities 2015: $458,790Net Assets 2015: $1,329,4122015Assets 2016: $1,747,932Liabilities 2016: $478,521Net Assets 2016: $1,269,4112016Assets 2017: $1,837,147Liabilities 2017: $449,019Net Assets 2017: $1,388,1282017Assets 2018: $1,900,708Liabilities 2018: $415,220Net Assets 2018: $1,485,4882018Assets 2019: $1,802,564Liabilities 2019: $396,090Net Assets 2019: $1,406,4742019Assets 2020: $2,035,758Liabilities 2020: $725,733Net Assets 2020: $1,310,0252020Assets 2021: $2,095,918Liabilities 2021: $375,206Net Assets 2021: $1,720,7122021Assets 2022: $2,053,478Liabilities 2022: $149,495Net Assets 2022: $1,903,9832022Assets 2023: $2,611,594Liabilities 2023: $486,636Net Assets 2023: $2,124,9582023Assets 2024: $2,716,256Liabilities 2024: $486,778Net Assets 2024: $2,229,4782024

Highlighted filing

2024

Assets$2,716,256
Liabilities$486,778
Net Assets$2,229,478

Operations Trend

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

$2.0M$1.0M$0-$1.0MExpenses 2011: $1,136,5102011Expenses 2012: $1,095,9092012Revenue 2013: $1,100,412Expenses 2013: $1,117,563Net Income 2013: -$17,1512013Revenue 2014: $1,219,381Expenses 2014: $1,116,136Net Income 2014: $103,2452014Revenue 2015: $1,187,250Expenses 2015: $1,176,032Net Income 2015: $11,2182015Revenue 2016: $1,116,430Expenses 2016: $1,170,329Net Income 2016: -$53,8992016Revenue 2017: $1,265,373Expenses 2017: $1,194,181Net Income 2017: $71,1922017Revenue 2018: $1,456,357Expenses 2018: $1,332,932Net Income 2018: $123,4252018Revenue 2019: $1,316,428Expenses 2019: $1,401,210Net Income 2019: -$84,7822019Revenue 2020: $1,740,038Expenses 2020: $1,748,525Net Income 2020: -$8,4872020Revenue 2021: $1,748,013Expenses 2021: $1,605,438Net Income 2021: $142,5752021Revenue 2022: $1,753,886Expenses 2022: $1,365,886Net Income 2022: $388,0002022Revenue 2023: $1,851,314Expenses 2023: $1,676,313Net Income 2023: $175,0012023Revenue 2024: $1,935,241Expenses 2024: $1,910,131Net Income 2024: $25,1102024

Highlighted filing

2024

Revenue$1,935,241
Expenses$1,910,131
Net Income$25,110

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.72$0.49$2.23$1.94$1.91$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.61$0.49$2.12$1.85$1.68$0.18
2022Detailed filing. Detailed filing data is available for this year.$2.05$0.15$1.90$1.75$1.37$0.39
2021Detailed filing. Detailed filing data is available for this year.$2.10$0.38$1.72$1.75$1.61$0.14
2020Detailed filing. Detailed filing data is available for this year.$2.04$0.73$1.31$1.74$1.75$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.80$0.40$1.41$1.32$1.40$0.08
2018Detailed filing. Detailed filing data is available for this year.$1.90$0.42$1.49$1.46$1.33$0.12
2017Detailed filing. Detailed filing data is available for this year.$1.84$0.45$1.39$1.27$1.19$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.75$0.48$1.27$1.12$1.17$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.79$0.46$1.33$1.19$1.18$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.89$0.49$1.40$1.22$1.12$0.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.78$0.51$1.27$1.10$1.12$0.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.68$0.44$1.24$1.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.73$0.53$1.21$1.14
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 12, 2025
Return Version
2023v6.0
Gross Receipts
$2,324,174
Mission and Program Overview

Mission

To be a leader and catalyst, mobilizing and supporting the caring power of individuals and organizations to improve lives and strengthen the community through: grant making, volunteer programs, nonprofit training and development, and community based problem solving.

For 56 years, our mission has been to mobilize the compassion and generosity of individuals and organizations in addison county to improve lives and strengthen the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,563,137$1,714,175▲ $151,038
Pledges and Grants Receivable$266,767$272,580▲ $5,813
Savings and Temporary Cash Investments$170,659$164,691▼ $5,968
Cash and Non-Interest-Bearing Accounts$53,333$19,934▼ $33,399
Land, Buildings, and Equipment, Net$21,521$13,515▼ $8,006
Prepaid Expenses and Deferred Charges$6,990$8,611▲ $1,621
Accounts Receivable$191$136▼ $55
Total Assets$2,611,594$2,716,256▲ $104,662
Other Assets Total$528,996$522,614▼ $6,382
Liabilities
Other Liabilities$302,110$281,717▼ $20,393
Escrow Account Liability$91,550$100,809▲ $9,259
Accounts Payable and Accrued Expenses$49,259$60,756▲ $11,497
Grants Payable$40,717$43,421▲ $2,704
Deferred Revenue$3,000$75▼ $2,925
Total Liabilities$486,636$486,778▲ $142
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,361,111$1,431,786▲ $70,675
Net Assets Without Donor Restrictions$763,847$797,692▲ $33,845
Total Net Assets Fund Balance$2,124,958$2,229,478▲ $104,520
Total Liabilities and Net Assets / Fund Balance$2,611,594$2,716,256▲ $104,662

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$8,343$16,898$25,241
Equipment$5,172$13,019$18,191
Other Assets Org$72,510--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$1,089,317$19,283▲ $85,923-$1,194,523
2022$1,037,566$140,292▲ $90,983$179,524$1,089,317
2021$1,155,254$4,800▼ $122,488-$1,037,566
2020$819,347$68,500▲ $303,108$35,701$1,155,254
2019$896,994$3,600▼ $47,202$34,045$819,347
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Helena Van VoorstExecutive DiFT$94,172$11,107$105,279

Board Members and Trustees

NameTitle
Ken StockmanPresident
Janet FranklinDirector
Maria ColletteDirector
Mark PelusoDirector
Nikolina DobrevaDirector
Ryan TorresDirector
Sarah CowanDirector
Silvia GonzalezDirector
Ann CrumbMember at La
Jon CrystalSecretary
Logan PriceTreasurer
Laura MackVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$1,837,036
Program Service Revenue
$23,888
Investment Income
$68,327
Other Revenue
$5,990
All Other Contributions
$1,333,101
Change in Net Assets
$25,110

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded7$30,926Fair Value
Total Noncash Contributions7$30,926-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,795,080
Revenue Not Reported on Financial Statements
$140,161
Revenue Not Reported on Form 990
$81,116
Other Revenue Adjustments
$130,971
Total Revenue per Audited Statements
$1,876,196
Total Revenue per Form 990
$1,935,241
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,009,077
Salaries, Compensation, and Employee Benefits$571,255
Other Expenses$329,799
Total Fundraising Expense$115,567
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$904,454--$904,454
Other Salaries and Wages$232,778$68,234$60,228$361,240
Grants to Domestic Individuals$104,623--$104,623
Current Officers, Directors, Trustees, and Key Employees$70,816$25,292$5,058$101,166
Other Employee Benefits$24,358$39,807$2,001$66,166
Fees for Services Other$59,258-$2,737$61,995
Occupancy$32,280$19,599$9,929$61,808
Payroll Taxes$23,350$4,047$4,991$32,388
Advertising$14,092$1,858$12,543$28,493
Information Technology$13,493$3,218$8,018$24,729
Travel$18,743$34-$18,777
Payments to Affiliates$9,394$3,825$2,890$16,109
Office Expenses$7,204$2,947$4,197$14,348
Fees for Services Accounting-$10,600-$10,600
Pension Plan Contributions$3,352$6,658$285$10,295
Fees for Service Investment Mgmnt Fees-$9,190-$9,190
Depreciation Depletion$4,209$2,721$1,076$8,006
Conferences and Meetings$6,272--$6,272
Insurance$3,060$1,246$942$5,248
Other Expenses$30$510$672$1,212
Total Functional Expenses$1,594,778$199,786$115,567$1,910,131

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,910,131
Total Expenses per Audited Statements$1,771,676
Expenses per Audited Statements$1,769,970
Expenses Not Reported on Financial Statements$140,161
Other Expense Adjustments$130,971
Expenses Not Reported on Form 990$1,706
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Otter Creek Child Center IncMiddlebury, VT501c3Child Care$374,698
John Graham Emergency ShelterVergennes, VT501c3Financial Stability$46,409
Charter House CoalitionEast Middlebury, VT501c3Affordable Housing$31,923
HopeMiddlebury, VT501c3Financial Stability$29,130
Counseling Service of Addison CtyMiddlebury, VT501c3Housing & Foster$24,816
Community Health Services of AcMiddlebury, VT501c3Healthy & Ind Living$22,500
Tri-valley TransitMiddlebury, VT501c3Public Transit$22,054
Addison Housing WorksVergennes, VT501c3Affordable Housing$17,674
MARY JOHNSON CHILDREN'S CENTERMiddlebury, VT501c3Life-long Learning$12,100
Addison County Parentchild CenterMiddlebury, VT501c3Life-long Learning$12,000
Bristol Family CenterBristol, VT501c3Life-long Learning$12,000
Otter Creek Child Center IncMiddlebury, VT501c3Life-long Learning$12,000
Starksboro Cooperative PreschoolStarksboro, VT501c3Life-long Learning$12,000
Vermont Adult LearningMiddlebury, VT501c3Educ, Child Care$11,000
Turning Point CenterMiddlebury, VT501c3Healthy & Ind Living$10,765
Age WellEssex Jct, VT501c3Healthy & Ind Living$10,690
Teen Makery After School ProgramMiddlebury, VT501c3Youth Success$10,000
Willowell FoundationBristol, VT501c3Life-long Learning$10,000
Ac Home Health & HospiceMiddlebury, VT501c3Healthy & Ind Living$8,872
Elderly Services IncMiddlebury, VT501c3Healthy & Ind Living$8,709
Addison Allies NetworkMiddlebury, VT501c3Health Access$8,000
Boys & Girls Club of Greater VergenVergennes, VT501c3Life-long Learning$7,500
The Hub Teen CenterBristol, VT501c3Life-long Learning$7,500
The Teen CenterMiddlebury, VT501c3Life-long Learning$7,500
Middlebury Area Land TrustMiddlebury, VT501c3Afterschool Programs$5,200
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

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Prior Board MemOffice RentNo$49,662
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability$281,140
Annuity Payable$577
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
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, Page 6, Part VI, Line 11B

The 990 draft is immediately provided to the board treasurer and finance committee for review. Then the draft is distributed to all remaining board members for their review and for discussion at the next board meeting where it is discussed and its approval subject to vote.

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

Conflict of interest disclosures are updated annually. Any conflicts of interest with staff are brought to the immediate attention of the board of directors. Any conflicts of interest among board members are brought to the immediate attention of the remaining board members. Any board member with a conflict of interest removes himself or herself from the board discussion and vote on the matter in question.

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

The executive director's compensation is subject to annual review by the executive committee and is determined by board approval which is then documented within the executive director's employee file. Some baselines that are considered are comparisons to similarly sized united ways, local nonprofits, and quality of work.

Form 990, Page 6, Part VI, Line 19

The audited financial statements are available for inspection on our website. Our governing documents, conflict of interest policy, and financial statements are also available upon request by visiting or contacting our office.

Filing and Contact Details

Filer

Filer Name
United Way of Addison County Inc
EIN
03-0221018
Phone
8023887189
Address
PO BOX 555, MIDDLEBURY, VT 05753

Signing Officer

Name
Helena Van Voorst
Title
Executive Director
Phone
8023887189
Signed
2025-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Helena Van Voorst
Formed
1968
Legal Domicile
Vt
Voting Board Members
12
Independent Board Members
12
Employees
12
Volunteers
327

Preparer

Firm
Jmm & Associates Pc
Address
463 MOUNTAIN VIEW DR STE 403, COLCHESTER, VT 05446
Preparer
Randall L Sargent CPA
Phone
8026555665
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 2

After addison county received severe localized flooding during the summer of 2023, united way of addison county (uwac) worked with local community collaborators to develop a steering committee to distribute emergency mini-grants to area residents most adversely impacted by the flooding. 80,000 in emergency relief funding was released to uwac by a local foundation. The uwac board of directors also authorized a draw of 20,000 from uwac's operating reserve. A few donors designated smaller gifts to flood relief efforts as well. In total, 104,623 in emergency mini-grants were issued to area residents, with the average grant totaling 1,500. Uwac also added its third federal substance abuse prevention grant called the stop act grant, which stands for "sober truth on preventing underage drinking act grant". The purpose of this program is to prevent and reduce alcohol use among youth and young adults ages 12-20. It aims to address the norms regarding alcohol use by youth, reduce opportunities for underage drinking, create changes in underage drinking enforcement efforts, address penalties for underage use, and reduce negative consequences associated with underage drinking. The stop act grant provides uwac with 60,000 in funding per year for four years, the first year of which overlaps fiscal years 2024 and 2025.

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

Community leadership & initiatives: this program includes initiatives that are developed and led by uwac to bring collaborative programming to meet unmet or under-met needs in the community that align with our impact areas: 1. Health (& education) - in addition to the stop act grant noted previously, the organization continued its two other multi-year federal substance abuse prevention grants. The first of which is the partners for success (pfs) grant, and the second is the drug-free communities (dfc) grant. Partners for success funding is used to inform and educate youth populations about the dangers of underage substance use, empowering youth to make informed decisions about their health and well-being. Providing youth leadership opportunities and increasing youth protective factors through education, special trainings, evidence based programming, and policy change are key objectives of the pfs initiative. Pfs grant year 5 funding totals 287,434 and overlaps fiscal years 2024 and 2025. Drug free communities funding is used to inform and educate parents and adult populations about the dangers of underage substance use, empowering them to more effectively influence and guide youth into better decision-making and an increased likelihood of positive outcomes. Media campaigns, events, special trainings, and policy change are the main strategies to achieve these goals under the dfc initiative. Dfc grant year 5 funding totals 125,000 and also overlaps fiscal years 2024 and 2025. Uwac also continued two other state funded grants in fiscal year 2024. The first was the conntinuum of care grant to address covid-19 health disparities among the most vulnerable of addison county residents. Proceeds from this grant totaled 23,463, and sunset at the end of fiscal year 2024. The second grant funded local youth vaping prevention initiatives in the amount of 28,063, and this grant was renewed for one more fiscal year in 2025. 2. Education - the organization purchased 480 backpacks with school supplies for distribution at partner sites in addison county for local kindergarten, elementary, and secondary school students. 3. Financial stability - the organization released 15,960 in previously designated funds to assist addison county residents who have either experienced homelessness or are in immediate risk of it, continuing a community collaboration formed in fiscal year 2022 with our partner agencies who offer direct services to at-risk individuals. This collaboration meets as a group at least monthly to confidentially discuss various funding requests for approval. Upon approval by the group, case managers then file the appropriate reimbursement paperwork with uwac after their organization has initiated third-party payments for items such as back rent, security deposits, overdue utility bills, and emergency motel housing. This funding is specifically targeted at requests that are otherwise ineligible for any other federal, state, or local financial assistance. An additional 30,000 in designated funds for this purpose will be released at a rate of 15,000/year in fiscal years 2025 and 2026.

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

Funding & agency relations: support the community through the community impact funding process and grants. This includes efforts to develop and deepen relationships with funded partners (such as outcome measurement trainings and site visits) and efforts to support the community impact volunteers as they learn about community issues, the systems meeting those needs, and making grant funding decisions. Funding aligns with our community impact areas as follows: (1) health and independent living - funded 16 programs for 115,062. (2) life-long learning - funded 17 programs for 132,000. (3) immediate needs & financial stability - funded 8 programs for 130,841.

Form 990, Part XI, Line 9

Donor designated gifts -130,971 donor designated gifts 130,971

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

Income from endowment funds is intended to be used to support community program services.

Schedule D, Page 3, Part X

The organization believes that it has appropriate support for any tax positions taken and, as such, does not have any uncertain tax positions that are material to the financial statements.

Schedule D, Page 4, Part XI, Line 4B

Donor designated gifts 130,971

Schedule D, Page 4, Part XII, Line 4B

Donor designated gifts 130,971

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IRS990/ProgSrvcAccomActy2Grp/Desc0ORGANIZATION DEVELOPMENT ASSISTANCE: SUPPORTING THE NON-PROFIT SECTOR BY PROVIDING TECHNICAL ASSISTANCE IN AREAS SUCH AS BOARD DEVELOPMENT, STRATEGIC PLANNING AND FUNDRAISING AND RESULTS BASED ACCOUNTABILITY EFFORTS. SUPPORT ALSO INCLUDES ACTING AS FISCAL AGENT OR MANAGING FUNDING STREAMS ON BEHALF OF GRASSROOTS EFFORTS IN THE COMMUNITY: CHILD CARE CONSORTIUM, ADDISON COUNTY READERS, ADDISON COUNTY FIELD SERVICE DIRECTOR FUNDS, AND ADDISON COUNTY FOSTER CAMP FUND.
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IRS990/ProgSrvcAccomActy3Grp/Desc0VOLUNTEER PROGRAMS: THE ORGANIZATION HELD ITS ANNUAL DAYS OF CARING IN SEPTEMBER 2023. 250 VOLUNTEERS PARTICIPATED IN DIRECT SERVICE ACTIVITIES, CONTRIBUTING AN ESTIMATED 1,250 HOURS VALUED AT 41,863 IN DONATED TIME SERVED.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0FUNDING & AGENCY RELATIONS: SUPPORT THE COMMUNITY THROUGH THE COMMUNITY IMPACT FUNDING PROCESS AND GRANTS. THIS INCLUDES EFFORTS TO DEVELOP AND DEEPEN RELATIONSHIPS WITH FUNDED PARTNERS (SUCH AS OUTCOME MEASUREMENT TRAININGS AND SITE VISITS) AND EFFORTS TO SUPPORT THE COMMUNITY IMPACT VOLUNTEERS AS THEY LEARN ABOUT COMMUNITY ISSUES, THE SYSTEMS MEETING THOSE NEEDS, AND MAKING GRANT FUNDING DECISIONS. FUNDING ALIGNS WITH OUR COMMUNITY IMPACT AREAS AS FOLLOWS: (1) HEALTH AND INDEPENDENT LIVING - FUNDED 16 PROGRAMS FOR 115,062. (2) LIFE-LONG LEARNING - FUNDED 17 PROGRAMS FOR 132,000. (3) IMMEDIATE NEEDS & FINANCIAL STABILITY - FUNDED 8 PROGRAMS FOR 130,841.
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