Civic Intelligence

Upper Valley Trails Alliance Inc.

990 • Fiscal year 2023 • EIN 03-0369847

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 28, 2024

PO Box 1215Norwich, VT 05055

(802) 649-9075

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

62nd percentile

11%

Higher net margin than 62% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

78th percentile

$74,064

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 15.9% of source-year revenue.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

63rd percentile

10%

Faster asset growth than 63% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

52nd percentile

9.4%

Faster revenue growth than 52% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Assets

Up

$567,571

Up $51,656 (+10%) from 2022

Net Assets

Up

$567,571

Up $51,656 (+10%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Up

$464,855

Up $39,817 (+9.4%) from 2022

Expenses

Up

$413,979

Up $42,295 (+11%) from 2022

Net Income

Down

$50,876

Down $2,478 (-4.6%) from 2022

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $51,338Net Assets 2010: $51,3382010Assets 2011: $62,267Liabilities 2011: $238Net Assets 2011: $62,0292011Assets 2012: $21,386Liabilities 2012: $1,776Net Assets 2012: $19,6102012Assets 2013: $109,609Liabilities 2013: $1,215Net Assets 2013: $108,3942013Assets 2014: $201,208Liabilities 2014: $722Net Assets 2014: $200,4862014Assets 2015: $380,450Liabilities 2015: $860Net Assets 2015: $379,5902015Assets 2016: $447,299Liabilities 2016: $1,021Net Assets 2016: $446,2782016Assets 2017: $406,823Liabilities 2017: $1,132Net Assets 2017: $405,6912017Assets 2018: $495,534Liabilities 2018: $0Net Assets 2018: $495,5342018Assets 2019: $404,365Liabilities 2019: $0Net Assets 2019: $404,3652019Assets 2020: $437,861Liabilities 2020: $0Net Assets 2020: $437,8612020Assets 2021: $465,155Liabilities 2021: $0Net Assets 2021: $465,1552021Assets 2022: $515,915Liabilities 2022: $0Net Assets 2022: $515,9152022Assets 2023: $567,571Liabilities 2023: $0Net Assets 2023: $567,5712023Assets 2024: $613,719Liabilities 2024: $8,648Net Assets 2024: $605,0712024

Highlighted filing

2023

Assets$567,571
Liabilities$0
Net Assets$567,571

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2010: $166,316Expenses 2010: $161,273Net Income 2010: $5,0432010Revenue 2011: $158,132Expenses 2011: $147,441Net Income 2011: $10,6912011Revenue 2012: $126,388Expenses 2012: $167,103Net Income 2012: -$40,7152012Revenue 2013: $190,314Expenses 2013: $177,765Net Income 2013: $12,5492013Revenue 2014: $317,988Expenses 2014: $225,038Net Income 2014: $92,9502014Revenue 2015: $432,201Expenses 2015: $253,097Net Income 2015: $179,1042015Revenue 2016: $321,808Expenses 2016: $254,817Net Income 2016: $66,9912016Revenue 2017: $255,502Expenses 2017: $296,933Net Income 2017: -$41,4312017Revenue 2018: $395,319Expenses 2018: $300,780Net Income 2018: $94,5392018Revenue 2019: $330,003Expenses 2019: $421,978Net Income 2019: -$91,9752019Revenue 2020: $412,827Expenses 2020: $380,155Net Income 2020: $32,6722020Revenue 2021: $377,724Expenses 2021: $350,212Net Income 2021: $27,5122021Revenue 2022: $425,038Expenses 2022: $371,684Net Income 2022: $53,3542022Revenue 2023: $464,855Expenses 2023: $413,979Net Income 2023: $50,8762023Revenue 2024: $460,319Expenses 2024: $450,359Net Income 2024: $9,9602024

Highlighted filing

2023

Revenue$464,855
Expenses$413,979
Net Income$50,876
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 28, 2024
Return Version
2023v5.0
Gross Receipts
$467,890
Mission and Program Overview

Mission

NONE

The upper valley trails alliance advocates for the use, maintenance and development of trails in the region. Through outreach and stewardship, the organization promotes an active lifestyle through trail use in all seasons; connects people and places through a regional trail network and leads a coalition of local trail groups and advocates.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$501,090$492,518▼ $8,572
Savings and Temporary Cash Investments-$60,562-
Investments in Publicly Traded Securities$6,065$6,999▲ $934
Land, Buildings, and Equipment, Net$8,760$6,942▼ $1,818
Prepaid Expenses and Deferred Charges-$550-
Total Assets$515,915$567,571▲ $51,656
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$291,527$321,100▲ $29,573
Net Assets Without Donor Restrictions$224,388$246,471▲ $22,083
Total Net Assets Fund Balance$515,915$567,571▲ $51,656
Total Liabilities and Net Assets / Fund Balance$515,915$567,571▲ $51,656

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,643$14,363$20,006
Leasehold Improvements$1,299$101$1,400
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Russell HirschlerExecutive DiFT$71,907$2,157$74,064

Board Members and Trustees

NameTitle
John BeyerChair
Beth KrusiVice-chair
Augustus SouthworthDirector
Chet ClemDirector
David BartlettDirector
Karen KaliskiDirector
Nancy CollierDirector
Natalie StarrDirector
Stephanie MccaullDirector
Tom HonigfordDirector
Hilary FitzsimmonsRevers Board
Zoe OlsonRevers Board
Matt OscadalTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$370,355
Program Service Revenue
$83,986
Investment Income
$1,616
Other Revenue
$8,898
All Other Contributions
$307,127
Change in Net Assets
$50,876
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$286,947
Other Expenses$127,032
Total Fundraising Expense$20,124
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$198,965$42,058$17,938$258,961
Payroll Taxes$14,827$3,217$1,372$19,416
Fees for Services Accounting-$11,476-$11,476
Office Expenses$3,500$6,211$780$10,491
Fees for Services Other$8,842--$8,842
Other Expenses$7,552-$34$7,552
Occupancy-$6,600-$6,600
Travel$5,672$365-$6,037
Insurance$640$5,271-$5,911
Pension Plan Contributions-$5,870-$5,870
Advertising$3,979$1,200-$5,179
Other Employee Benefits-$2,700-$2,700
Depreciation Depletion$1,725$93-$1,818
Conferences and Meetings-$89-$89
Total Functional Expenses$308,705$85,150$20,124$413,979
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$11,933
Fundraising Direct Expenses$3,035
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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
No
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 6

Supporters of the organization may join as members for early notifcation and discounts on events, borrowing privileges from the uvta tool shed, discounts at outdoor retailers and to receive the organization's newsletter.

Form 990, Page 6, Part VI, Line 11B

The board has authorized the executive director to review and sign the form 990.

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

Any possible conflict of interest on the part of any member of the board or officer of the alliance shall be disclosed in writing to the board and made a matter of record through an annual procedure and also when the interest involves a specific issue before the board.

Form 990, Page 6, Part VI, Line 19

Certain organizational information can be found on www.guidestar.org

Filing and Contact Details

Filer

Filer Name
Upper Valley Trails Alliance
EIN
03-0369847
Phone
8026499075
Address
PO BOX 1215, NORWICH, VT 05055

Signing Officer

Name
Russell Hirschler
Title
Executive Director
Phone
8026499075
Signed
2024-10-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Russell Hirschler
Formed
2001
Legal Domicile
Vt
Voting Board Members
11
Independent Board Members
13
Employees
6
Volunteers
200

Preparer

Firm
Kayen & Liepmann Pc
Address
PO BOX 1, NORWICH, VT 05055-0001
Preparer
Suzanna K Liepmann
Phone
8026491689
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The upper valley trails alliance advocates for the use, maintenance and development of trails in the region. Through outreach and stewardship, the organization promotes an active lifestyle through trail use in all seasons; connects people and places through a regional trail network and leads a coalition of local trail groups and advocates.

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

Trail care true to our alliance founding principles, we are working with a large number of upper valley communities and partners providing expertise and technical assistance for trail projects including: in 2023 uvta worked on over 30 trail projects, building and improving over 80 miles of trails in the region. Partnering with many towns, businesses, foundations, and organizations. Uvta organized over 200 volunteers totaling over 1,900 hours of work. Uvta staff and volunteers rebuilt the historic bicentennial trail on mt. Ascutney and improved the river trail in hanover. Utva also built an accessible trail through the chaffee wildlife santuary and completed phase 2 of an accessible trail in the milton frye nature area. Uvta has expanded it's lending tool shed provding quality hand tools to our devoted volunteers and members.

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

Trail finder and trail programs the passport to winter fun, uvta's nationally recognized program that promotes physical activity in the winter months had a record breaking year, serving 5,500+ students in 32 elementary schools and 31 homeschool groups in 2023. Uvta's trail finder now provides information on over 925 trail systems and 5000 miles of trails in vermont and new hampshire with free online access. There were over 350,000 visitors to the website in 2023. Uvta offers a series of unique events in the upper valley including the tour de taste pedal picnic, and the stoaked trail race. Our summer program, upper valley high school trail corps brought students from across the upper valley out on a 5-week trail crew program in summer 2023. In the last 10 years over 400 students have provided 8000 hours of service and improved over 500 miles of trails in more than 50 locations. Uvta's intership program for summer trail stewards became a permanent educational offering. In 2023, 8 trail stewards helped work on 100+ miles of trail while learning new skills.

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IRS990/ProgSrvcAccomActy2Grp/Desc0TRAIL FINDER AND TRAIL PROGRAMS THE PASSPORT TO WINTER FUN, UVTA'S NATIONALLY RECOGNIZED PROGRAM THAT PROMOTES PHYSICAL ACTIVITY IN THE WINTER MONTHS HAD A RECORD BREAKING YEAR, SERVING 5,500+ STUDENTS IN 32 ELEMENTARY SCHOOLS AND 31 HOMESCHOOL GROUPS IN 2023. UVTA'S TRAIL FINDER NOW PROVIDES INFORMATION ON OVER 925 TRAIL SYSTEMS AND 5000 MILES OF TRAILS IN VERMONT AND NEW HAMPSHIRE WITH FREE ONLINE ACCESS. THERE WERE OVER 350,000 VISITORS TO THE WEBSITE IN 2023. UVTA OFFERS A SERIES OF UNIQUE EVENTS IN THE UPPER VALLEY INCLUDING THE TOUR DE TASTE PEDAL PICNIC, AND THE STOAKED TRAIL RACE. OUR SUMMER PROGRAM, UPPER VALLEY HIGH SCHOOL TRAIL CORPS BROUGHT STUDENTS FROM ACROSS THE UPPER VALLEY OUT ON A 5-WEEK TRAIL CREW PROGRAM IN SUMMER 2023. IN THE LAST 10 YEARS OVER 400 STUDENTS HAVE PROVIDED 8000 HOURS OF SERVICE AND IMPROVED OVER 500 MILES OF TRAILS IN MORE THAN 50 LOCATIONS. UVTA'S INTERSHIP PROGRAM FOR SUMMER TRAIL STEWARDS BECAME A PERMANENT EDUCATIONAL OFFERING. IN 2023, 8 TRAIL STEWARDS HELPED WORK ON 100+ MILES OF TRAIL WHILE LEARNING NEW SKILLS.
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IRS990/ProgSrvcAccomActy3Grp/Desc0PROGRESS IS BEING MADE ON THE MASCOMA RIVER GREENWAY, A 4-MILE EXTENSION OF THE NORTHERN RAIL TRAIL FROM LEBANON TO WEST LEBANON. UVTA PLAYS A LEADERSHIP ROLE ON THE MASCOMA RIVER GREENWAY COALITION. IN 2023, PROJECT PARTNERS CREATED A SUPER QUEST FEATURING THE GREENWAY, BEGAN A PILOT CYCLING WITHOUT AGE PROGRAM FEATURING THE GREENWAY, ESTABLISHED A CITIZEN SCIENCE PROJECT ALONG THE GREENWAY, AND INVITED ARTISTS TO INSTALL PAINTED MURALS IN THE GREENWAY TUNNEL.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE UPPER VALLEY TRAILS ALLIANCE ADVOCATES FOR THE USE, MAINTENANCE AND DEVELOPMENT OF TRAILS IN THE REGION. THROUGH OUTREACH AND STEWARDSHIP, THE ORGANIZATION PROMOTES AN ACTIVE LIFESTYLE THROUGH TRAIL USE IN ALL SEASONS; CONNECTS PEOPLE AND PLACES THROUGH A REGIONAL TRAIL NETWORK AND LEADS A COALITION OF LOCAL TRAIL GROUPS AND ADVOCATES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRAIL CARE TRUE TO OUR ALLIANCE FOUNDING PRINCIPLES, WE ARE WORKING WITH A LARGE NUMBER OF UPPER VALLEY COMMUNITIES AND PARTNERS PROVIDING EXPERTISE AND TECHNICAL ASSISTANCE FOR TRAIL PROJECTS INCLUDING: IN 2023 UVTA WORKED ON OVER 30 TRAIL PROJECTS, BUILDING AND IMPROVING OVER 80 MILES OF TRAILS IN THE REGION. PARTNERING WITH MANY TOWNS, BUSINESSES, FOUNDATIONS, AND ORGANIZATIONS. UVTA ORGANIZED OVER 200 VOLUNTEERS TOTALING OVER 1,900 HOURS OF WORK. UVTA STAFF AND VOLUNTEERS REBUILT THE HISTORIC BICENTENNIAL TRAIL ON MT. ASCUTNEY AND IMPROVED THE RIVER TRAIL IN HANOVER. UTVA ALSO BUILT AN ACCESSIBLE TRAIL THROUGH THE CHAFFEE WILDLIFE SANTUARY AND COMPLETED PHASE 2 OF AN ACCESSIBLE TRAIL IN THE MILTON FRYE NATURE AREA. UVTA HAS EXPANDED IT'S LENDING TOOL SHED PROVDING QUALITY HAND TOOLS TO OUR DEVOTED VOLUNTEERS AND MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRAIL FINDER AND TRAIL PROGRAMS THE PASSPORT TO WINTER FUN, UVTA'S NATIONALLY RECOGNIZED PROGRAM THAT PROMOTES PHYSICAL ACTIVITY IN THE WINTER MONTHS HAD A RECORD BREAKING YEAR, SERVING 5,500+ STUDENTS IN 32 ELEMENTARY SCHOOLS AND 31 HOMESCHOOL GROUPS IN 2023. UVTA'S TRAIL FINDER NOW PROVIDES INFORMATION ON OVER 925 TRAIL SYSTEMS AND 5000 MILES OF TRAILS IN VERMONT AND NEW HAMPSHIRE WITH FREE ONLINE ACCESS. THERE WERE OVER 350,000 VISITORS TO THE WEBSITE IN 2023. UVTA OFFERS A SERIES OF UNIQUE EVENTS IN THE UPPER VALLEY INCLUDING THE TOUR DE TASTE PEDAL PICNIC, AND THE STOAKED TRAIL RACE. OUR SUMMER PROGRAM, UPPER VALLEY HIGH SCHOOL TRAIL CORPS BROUGHT STUDENTS FROM ACROSS THE UPPER VALLEY OUT ON A 5-WEEK TRAIL CREW PROGRAM IN SUMMER 2023. IN THE LAST 10 YEARS OVER 400 STUDENTS HAVE PROVIDED 8000 HOURS OF SERVICE AND IMPROVED OVER 500 MILES OF TRAILS IN MORE THAN 50 LOCATIONS. UVTA'S INTERSHIP PROGRAM FOR SUMMER TRAIL STEWARDS BECAME A PERMANENT EDUCATIONAL OFFERING. IN 2023, 8 TRAIL STEWARDS HELPED WORK ON 100+ MILES OF TRAIL WHILE LEARNING NEW SKILLS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SUPPORTERS OF THE ORGANIZATION MAY JOIN AS MEMBERS FOR EARLY NOTIFCATION AND DISCOUNTS ON EVENTS, BORROWING PRIVILEGES FROM THE UVTA TOOL SHED, DISCOUNTS AT OUTDOOR RETAILERS AND TO RECEIVE THE ORGANIZATION'S NEWSLETTER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD HAS AUTHORIZED THE EXECUTIVE DIRECTOR TO REVIEW AND SIGN THE FORM 990.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ANY POSSIBLE CONFLICT OF INTEREST ON THE PART OF ANY MEMBER OF THE BOARD OR OFFICER OF THE ALLIANCE SHALL BE DISCLOSED IN WRITING TO THE BOARD AND MADE A MATTER OF RECORD THROUGH AN ANNUAL PROCEDURE AND ALSO WHEN THE INTEREST INVOLVES A SPECIFIC ISSUE BEFORE THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6CERTAIN ORGANIZATIONAL INFORMATION CAN BE FOUND ON WWW.GUIDESTAR.ORG
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 2, PART III, LINE 4B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
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Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.14$0.09$6.05$4.60$4.50$0.10
2023Detailed filing. Detailed filing data is available for this year.$5.68$0.00$5.68$4.65$4.14$0.51
2022Detailed filing. Detailed filing data is available for this year.$5.16$0.00$5.16$4.25$3.72$0.53
2021Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$3.78$3.50$0.28
2020Detailed filing. Detailed filing data is available for this year.$4.38$0.00$4.38$4.13$3.80$0.33
2019Detailed filing. Detailed filing data is available for this year.$4.04$0.00$4.04$3.30$4.22$0.92
2018Detailed filing. Detailed filing data is available for this year.$4.96$0.00$4.96$3.95$3.01$0.95
2017Detailed filing. Detailed filing data is available for this year.$4.07$0.01$4.06$2.56$2.97$0.41
2016Detailed filing. Detailed filing data is available for this year.$4.47$0.01$4.46$3.22$2.55$0.67
2015Detailed filing. Detailed filing data is available for this year.$3.80$0.01$3.80$4.32$2.53$1.79
2014Detailed filing. Detailed filing data is available for this year.$2.01$0.01$2.00$3.18$2.25$0.93
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.10$0.01$1.08$1.90$1.78$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.02$0.20$1.26$1.67$0.41
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.62$0.00$0.62$1.58$1.47$0.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.51$0.51$1.66$1.61$0.05