Civic Intelligence

Upper Valley Arts

990EZ • Fiscal year 2017 • EIN 03-0353910

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 04, 2018

Organization Profilewww.uppervalleyarts.org
P O Box 322Norwich, VT 05055

(802) 649-1557

Siviq Scores

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

Liabilities / Assets

90th percentile

0.58x

Higher debt load relative to assets than 90% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

89th percentile

0.26x

Higher debt load relative to revenue than 89% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

78th percentile

22%

Higher net margin than 78% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

94th percentile

154%

Faster asset growth than 94% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

89th percentile

66%

Faster revenue growth than 89% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets90th percentile

Assets

Up

$32,646

Up $19,786 (+154%) from 2016

Net Assets

Up

$13,646

Up $15,786 (+738%) from 2016

Liabilities

Up

$19,000

Up $4,000 (+27%) from 2016

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin78th percentile

Revenue

Up

$71,704

Up $28,456 (+66%) from 2016

Expenses

Down

$55,918

Down $1,403 (-2.4%) from 2016

Net Income

Up

$15,786

Up $29,859 (+212%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$100K$50K$0-$50KAssets 2010: $9,200Liabilities 2010: $5,000Net Assets 2010: $4,2002010Assets 2011: $33,210Liabilities 2011: $5,000Net Assets 2011: $28,2102011Assets 2012: $69,166Liabilities 2012: $5,000Net Assets 2012: $64,1662012Assets 2013: $30,837Liabilities 2013: $15,000Net Assets 2013: $15,8372013Assets 2014: $61,082Liabilities 2014: $15,000Net Assets 2014: $46,0822014Assets 2015: $26,933Liabilities 2015: $15,000Net Assets 2015: $11,9332015Assets 2016: $12,860Liabilities 2016: $15,000Net Assets 2016: -$2,1402016Assets 2017: $32,646Liabilities 2017: $19,000Net Assets 2017: $13,6462017Assets 2018: $21,607Liabilities 2018: $19,000Net Assets 2018: $2,6072018Assets 2019: $21,716Liabilities 2019: $19,000Net Assets 2019: $2,7162019Assets 2020: $7,506Liabilities 2020: $19,000Net Assets 2020: -$11,4942020Assets 2022: $15,202Liabilities 2022: $19,000Net Assets 2022: -$3,7982022Assets 2023: $23,810Liabilities 2023: $19,000Net Assets 2023: $4,8102023Assets 2024: $4,344Liabilities 2024: $19,000Net Assets 2024: -$14,6562024

Highlighted filing

2017

Assets$32,646
Liabilities$19,000
Net Assets$13,646
Open 2017 Filing

Operations Trend

Revenue Growth89th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2010: $27,431Expenses 2010: $54,279Net Income 2010: -$26,8482010Revenue 2011: $103,221Expenses 2011: $79,211Net Income 2011: $24,0102011Revenue 2012: $116,181Expenses 2012: $80,225Net Income 2012: $35,9562012Revenue 2013: $102,513Expenses 2013: $150,842Net Income 2013: -$48,3292013Revenue 2014: $113,686Expenses 2014: $83,441Net Income 2014: $30,2452014Revenue 2015: $45,738Expenses 2015: $79,887Net Income 2015: -$34,1492015Revenue 2016: $43,248Expenses 2016: $57,321Net Income 2016: -$14,0732016Revenue 2017: $71,704Expenses 2017: $55,918Net Income 2017: $15,7862017Revenue 2018: $34,874Expenses 2018: $45,913Net Income 2018: -$11,0392018Revenue 2019: $32,474Expenses 2019: $32,365Net Income 2019: $1092019Revenue 2020: $34,502Expenses 2020: $48,712Net Income 2020: -$14,2102020Revenue 2022: $38,668Expenses 2022: $28,271Net Income 2022: $10,3972022Revenue 2023: $46,245Expenses 2023: $37,637Net Income 2023: $8,6082023Revenue 2024: $25,700Expenses 2024: $45,166Net Income 2024: -$19,4662024

Highlighted filing

2017

Revenue$71,704
Expenses$55,918
Net Income$15,786
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 4, 2018
Return Version
2017v2.2
Gross Receipts
$71,704
Mission and Program Overview

Mission

To promote the work of local artists

Program Services

DescriptionGrantsExpenses
Promote the work of local filmmakers, writers, actors, playwrites and musicians in our area by holding readings and performances, sponsoring projects and lending equip.$24,225$55,918
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID FERMPresident-$0--
ROBERT DALURYSecretary-$0--
RICHARD RUBINTreasurer-$0--
TED DEGENERVice President-$0--
Filing and Contact Details

Filer

Filer Name
Upper Valley Arts
EIN
03-0353910
Phone
8026491557
Address
P O Box 322, Norwich, VT 05055

Signing Officer

Name
David Ferm
Title
President
Phone
8026491557
Signed
2018-09-04
Discuss with paid preparer
Yes

Preparer

Firm
Lorelei A Pitt CPA PC
Address
56 FLORANCE DR, Central Valley, NY 10917
Preparer
Leonard R Mires CPA
Phone
8459289120
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Film making grants; grant; white river indie film: 58 n main st ste107, white river junction, vt, 05”

Form 990EZ, Part I, Line 10

“Film making grants; grant; various individuals for film: making in vermont, norwich, vt, 05055; none”

Form 990EZ, Part I, Line 16

“Office Expenses 101.”

Form 990EZ, Part I, Line 16

“Program Services 28567.”

Form 990EZ, Part I, Line 16

“Filmaking Expenses 700.”

Form 990EZ, Part I, Line 16

“Marketing Expense 135.”

Form 990EZ, Part I, Line 16

“Meals & Entertainment 606.”

Form 990EZ, Part I, Line 16

“Depreciation 355.”

Form 990EZ, Part II, Line 24

“Equipment (net of depreciation) 1241. 886.”

Form 990EZ, Part II, Line 26

“Loan payable 15000. 19000.”

Raw XML Appendix168 raw XML fields

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

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0DAVID FERM
IRS990EZ/BooksInCareOfDetail/PhoneNum08026491557
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt038 Kendall Station Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Norwich
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd005055
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt011619
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt031760
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IRS990EZ/ContributionsGiftsGrantsEtcAmt070510
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt015786
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0970
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt012860
IRS990EZ/Form990TotalAssetsGrp/EOYAmt032646
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt024225
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt071704
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-2140
IRS990EZ/NetAssetsOrFundBalancesEOYAmt013646
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-2140
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt013646
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.12
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.13
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.12
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVID FERM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ROBERT DALURY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2RICHARD RUBIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TED DEGENER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Secretary
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Vice President
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01241
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0886
IRS990EZ/OtherExpensesTotalAmt030464
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0To promote the work of local artists
IRS990EZ/PrintingPublicationsPostageAmt0259
IRS990EZ/ProgramServiceRevenueAmt01194
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Promote the work of local filmmakers, writers, actors, playwrites and musicians in our area by holding readings and performances, sponsoring projects and lending equip.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt024225
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt055918
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0VT
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt015000
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt019000
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt055918
IRS990EZ/TotalProgramServiceExpensesAmt055918
IRS990EZ/TotalRevenueAmt071704
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.uppervalleyarts.org
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt071704
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt043248
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt045732
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0113679
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0102510
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0376873
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt06
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt03
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt015
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0376873
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt071704
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt043248
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt045732
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0113679
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0102510
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0376873
IRS990ScheduleA/TotalSupportAmt0376888
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FILM MAKING GRANTS; GRANT; WHITE RIVER INDIE FILM: 58 N MAIN ST STE107, WHITE RIVER JUNCTION, VT, 05
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FILM MAKING GRANTS; GRANT; VARIOUS INDIVIDUALS FOR FILM: MAKING IN VERMONT, NORWICH, VT, 05055; NONE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Office Expenses 101.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Program Services 28567.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Filmaking Expenses 700.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Marketing Expense 135.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Meals & Entertainment 606.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Depreciation 355.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Equipment (net of depreciation) 1241. 886.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Loan payable 15000. 19000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part II, Line 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID FERM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08026491557
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-09-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Upper Valley Arts
ReturnHeader/Filer/BusinessNameControlTxt0UPPE
ReturnHeader/Filer/EIN0030353910
ReturnHeader/Filer/PhoneNum08026491557
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O Box 322
ReturnHeader/Filer/USAddress/CityNm0Norwich
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VT
ReturnHeader/Filer/USAddress/ZIPCd005055
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId093779F79CCE269FE6AB75AF53507098A054E1BE9
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId093779F79CCE269FE6AB75AF53507098A054E1BE9
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt047.17.125.105
ReturnHeader/FilingSecurityInformation/IPDt02018-09-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm008:44:45
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Lorelei A Pitt CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt056 FLORANCE DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Central Valley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010917
ReturnHeader/PreparerPersonGrp/PhoneNum08459289120
ReturnHeader/PreparerPersonGrp/PreparationDt02018-09-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEONARD R MIRES CPA
ReturnHeader/ReturnTs02018-09-06T08:44:49-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$32,646
Liabilities
$19,000
Net assets
$13,646
Revenue
$71,704
Expenses
$55,918
Net income
$15,786
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.04$0.19$0.15$0.26$0.45$0.19
2023Detailed filing. Detailed filing data is available for this year.$0.24$0.19$0.05$0.46$0.38$0.09
2022Detailed filing. Detailed filing data is available for this year.$0.15$0.19$0.04$0.39$0.28$0.10
2020Detailed filing. Detailed filing data is available for this year.$0.08$0.19$0.11$0.35$0.49$0.14
2019Detailed filing. Detailed filing data is available for this year.$0.22$0.19$0.03$0.32$0.32$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.22$0.19$0.03$0.35$0.46$0.11
2017Detailed filing. Detailed filing data is available for this year.$0.33$0.19$0.14$0.72$0.56$0.16
2016Detailed filing. Detailed filing data is available for this year.$0.13$0.15$0.02$0.43$0.57$0.14
2015Detailed filing. Detailed filing data is available for this year.$0.27$0.15$0.12$0.46$0.80$0.34
2014Detailed filing. Detailed filing data is available for this year.$0.61$0.15$0.46$1.14$0.83$0.30
2013Detailed filing. Detailed filing data is available for this year.$0.31$0.15$0.16$1.03$1.51$0.48
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.69$0.05$0.64$1.16$0.80$0.36
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.33$0.05$0.28$1.03$0.79$0.24
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.09$0.05$0.04$0.27$0.54$0.27