Civic Intelligence

White River Partnership Inc.

990 • Fiscal year 2018 • EIN 03-0371746

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 13, 2019

PO Box 705South Royalton, VT 05068

(802) 763-7733

Siviq Scores

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

Liabilities / Assets

40th percentile

0.01x

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

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

32nd percentile

0.00x

Higher debt load relative to revenue than 32% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

57th percentile

6.4%

Higher net margin than 57% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

66th percentile

$50,581

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 7.2% of source-year revenue.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Asset Growth

83rd percentile

29%

Faster asset growth than 83% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

90th percentile

69%

Faster revenue growth than 90% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Up

$198,536

Up $45,062 (+29%) from 2017

Net Assets

Up

$196,487

Up $44,575 (+29%) from 2017

Liabilities

Up

$2,049

Up $487 (+31%) from 2017

Revenue

Up

$698,860

Up $285,682 (+69%) from 2017

Expenses

Up

$654,285

Up $282,045 (+76%) from 2017

Net Income

Up

$44,575

Up $3,637 (+8.9%) from 2017

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $125,374Liabilities 2010: $1,521Net Assets 2010: $123,8532010Assets 2011: $86,807Liabilities 2011: $1,820Net Assets 2011: $84,9872011Assets 2012: $62,793Liabilities 2012: $1,312Net Assets 2012: $61,4812012Assets 2013: $69,572Liabilities 2013: $951Net Assets 2013: $68,6212013Assets 2014: $123,188Liabilities 2014: $1,612Net Assets 2014: $121,5762014Assets 2015: $87,530Liabilities 2015: $1,820Net Assets 2015: $85,7102015Assets 2016: $112,647Liabilities 2016: $1,673Net Assets 2016: $110,9742016Assets 2017: $153,474Liabilities 2017: $1,562Net Assets 2017: $151,9122017Assets 2018: $198,536Liabilities 2018: $2,049Net Assets 2018: $196,4872018Assets 2019: $140,096Liabilities 2019: $3,094Net Assets 2019: $137,0022019Assets 2020: $297,485Liabilities 2020: $4,071Net Assets 2020: $293,4142020Assets 2021: $139,219Liabilities 2021: $7,507Net Assets 2021: $131,7122021Assets 2022: $181,480Liabilities 2022: $7,372Net Assets 2022: $174,1082022Assets 2023: $193,607Liabilities 2023: $10,124Net Assets 2023: $183,4832023Assets 2024: $264,861Liabilities 2024: $11,244Net Assets 2024: $253,6172024

Highlighted filing

2018

Assets$198,536
Liabilities$2,049
Net Assets$196,487

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2010: $163,764Expenses 2010: $180,282Net Income 2010: -$16,5182010Revenue 2011: $135,367Expenses 2011: $174,233Net Income 2011: -$38,8662011Expenses 2012: $262,9492012Revenue 2013: $359,114Expenses 2013: $351,974Net Income 2013: $7,1402013Revenue 2014: $330,626Expenses 2014: $277,671Net Income 2014: $52,9552014Revenue 2015: $562,344Expenses 2015: $598,210Net Income 2015: -$35,8662015Revenue 2016: $611,278Expenses 2016: $586,014Net Income 2016: $25,2642016Revenue 2017: $413,178Expenses 2017: $372,240Net Income 2017: $40,9382017Revenue 2018: $698,860Expenses 2018: $654,285Net Income 2018: $44,5752018Revenue 2019: $399,151Expenses 2019: $458,636Net Income 2019: -$59,4852019Revenue 2020: $467,020Expenses 2020: $310,608Net Income 2020: $156,4122020Revenue 2021: $440,651Expenses 2021: $602,353Net Income 2021: -$161,7022021Revenue 2022: $485,318Expenses 2022: $442,922Net Income 2022: $42,3962022Revenue 2023: $299,632Expenses 2023: $290,257Net Income 2023: $9,3752023Revenue 2024: $482,006Expenses 2024: $411,872Net Income 2024: $70,1342024

Highlighted filing

2018

Revenue$698,860
Expenses$654,285
Net Income$44,575
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 13, 2019
Return Version
2018v3.1
Gross Receipts
$698,860
Mission and Program Overview

Mission

A community based non-profit organization dedicated to bringing together people and local communities to improve the long term health of the White River

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$151,912$196,487▲ $44,575
Cash and Non-Interest-Bearing Accounts$122,941$168,712▲ $45,771
Savings and Temporary Cash Investments$27,688$27,816▲ $128
Land, Buildings, and Equipment, Net$2,845$2,008▼ $837
Total Assets$153,474$198,536▲ $45,062
Liabilities
Other Liabilities$1,562$2,049▲ $487
Total Liabilities$1,562$2,049▲ $487
Net Assets / Fund Balance
Total Net Assets Fund Balance$151,912$196,487▲ $44,575
Total Liabilities and Net Assets / Fund Balance$153,474$198,536▲ $45,062

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,008$1,981$3,989
Land$0-$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Mary RussExecutive DirectorFT$50,581$50,581

Board Members and Trustees

NameTitle
Monica CollinsPresident
Joan AllenVice President/Secretary
Abby ArmstrongTrustee
Ron RhodesTrustee
Tom HonigfordTrustee
Walter HastingsTrustee
Dave PhillipsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$698,363
Program Service Revenue
$0
Investment Income
$497
Other Revenue
$0
All Other Contributions
$167,572
Change in Net Assets
$44,575
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$536,495
Salaries, Compensation, and Employee Benefits$117,790
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$233,805$8,219$0$242,024
Current Officers, Directors, Trustees, and Key Employees$44,333$6,248$0$50,581
Other Salaries and Wages$45,857$0$0$45,857
Other Employee Benefits$12,707$1,267$0$13,974
Payroll Taxes$6,900$478$0$7,378
Occupancy$0$6,865$0$6,865
Travel$6,516$0$0$6,516
Other Expenses$2,500$688$0$3,188
Fees for Services Accounting$0$1,350$0$1,350
Depreciation Depletion$836$0$0$836
Office Expenses$157$447$0$604
Conferences and Meetings$0$481$0$481
Advertising$266$0$0$266
Total Functional Expenses$626,648$27,637$0$654,285
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll taxes payable$2,049
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Filing and Contact Details

Filer

Filer Name
White River Partnership Inc
EIN
03-0371746
Phone
8027637733
Address
PO Box 705, South Royalton, VT 05068
Doing Business As
White River Partnership

Signing Officer

Name
Mary Russ
Title
Director
Phone
8027637733
Signed
2019-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Russ
Formed
1996
Legal Domicile
Vt
Voting Board Members
7
Independent Board Members
7
Employees
3
Volunteers
800

Preparer

Firm
Janice Graham & Company Pc
Address
446 BARNARD ROAD, WOODSTOCK, VT 05091
Preparer
Janice C Graham
Phone
8024574644
Supplemental Narrative

Additional Explanations

Pt VI, Line 7A

A copy of form 990 is submitted and reviewed by the Governing Body before filing

Pt VI, Line 11B

A copy of form 990 is submitted and reviewed by the Governing Body before filing

Pt VI, Line 15A

Compensation is determined by an annual performance evaluation and approved by the Board

Pt VI, Line 12C

The policy is reviewed at the annual Officer election meeting

Pt VI, Line 6

As described in the Bylaws section 4

Form 990, Part IX, Line 24E

Materials 18937. 18937. 0. 0.

Form 990, Part IX, Line 24E

Postage & Delivery 460. 4. 456. 0.

Form 990, Part IX, Line 24E

Field work 200676. 200676. 0. 0.

Form 990, Part IX, Line 24E

Equipment expense 5875. 5406. 469. 0.

Form 990, Part IX, Line 24E

Developmental rights 8618. 8618. 0. 0.

Form 990, Part IX, Line 24E

IT expenses 50. 0. 50. 0.

Form 990, Part IX, Line 24E

Training 30. 30. 0. 0.

Form 990, Part IX, Line 24E

Miscellaneous expenses 154. 134. 20. 0.

Form 990, Part IX, Line 24E

Insurance 7224. 0. 7224. 0.

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IRS990/SavingsAndTempCashInvstGrp/BOYAmt027688
IRS990/SavingsAndTempCashInvstGrp/EOYAmt027816
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0693363
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0395122
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0599190
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0536636
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0317104
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02541415
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0497
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0196
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0118
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0129
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt040
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0980
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99960
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.99970
IRS990ScheduleA/PublicSupportTotal170Amt02541415
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0693363
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0395122
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0599190
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0536636
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0317104
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02541415
IRS990ScheduleA/TotalSupportAmt02542395
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt02008
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01981
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03989
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt02049
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Payroll taxes payable
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02008
IRS990ScheduleD/TotalLiabilityAmt02049
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A copy of form 990 is submitted and reviewed by the Governing Body before filing
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A copy of form 990 is submitted and reviewed by the Governing Body before filing
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Compensation is determined by an annual performance evaluation and approved by the Board
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The policy is reviewed at the annual Officer election meeting
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4As described in the Bylaws section 4
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Materials 18937. 18937. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Postage & Delivery 460. 4. 456. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Field work 200676. 200676. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Equipment expense 5875. 5406. 469. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Developmental rights 8618. 8618. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10IT expenses 50. 0. 50. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Training 30. 30. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12Miscellaneous expenses 154. 134. 20. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13Insurance 7224. 0. 7224. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Pt VI, Line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0VT
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0153474
IRS990/TotalAssetsEOYAmt0198536
IRS990/TotalAssetsGrp/BOYAmt0153474
IRS990/TotalAssetsGrp/EOYAmt0198536
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0698363
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt027637
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0626648
IRS990/TotalFunctionalExpensesGrp/TotalAmt0654285
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01562
IRS990/TotalLiabilitiesEOYAmt02049
IRS990/TotalLiabilitiesGrp/BOYAmt01562
IRS990/TotalLiabilitiesGrp/EOYAmt02049
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0151912
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0196487
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0626648
IRS990/TotalReportableCompFromOrgAmt050581
IRS990/TotalRevenueGrp/ExclusionAmt0497
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0698860
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0800
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0153474
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0198536
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/FundraisingAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt00
IRS990/TravelGrp/ProgramServicesAmt06516
IRS990/TravelGrp/TotalAmt06516
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.65$0.11$2.54$4.82$4.12$0.70
2023Detailed filing. Detailed filing data is available for this year.$1.94$0.10$1.83$3.00$2.90$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.81$0.07$1.74$4.85$4.43$0.42
2021Detailed filing. Detailed filing data is available for this year.$1.39$0.08$1.32$4.41$6.02$1.62
2020Detailed filing. Detailed filing data is available for this year.$2.97$0.04$2.93$4.67$3.11$1.56
2019Detailed filing. Detailed filing data is available for this year.$1.40$0.03$1.37$3.99$4.59$0.59
2018Detailed filing. Detailed filing data is available for this year.$1.99$0.02$1.96$6.99$6.54$0.45
2017Detailed filing. Detailed filing data is available for this year.$1.53$0.02$1.52$4.13$3.72$0.41
2016Detailed filing. Detailed filing data is available for this year.$1.13$0.02$1.11$6.11$5.86$0.25
2015Detailed filing. Detailed filing data is available for this year.$0.88$0.02$0.86$5.62$5.98$0.36
2014Detailed filing. Detailed filing data is available for this year.$1.23$0.02$1.22$3.31$2.78$0.53
2013Detailed filing. Detailed filing data is available for this year.$0.70$0.01$0.69$3.59$3.52$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.01$0.61$2.63
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.87$0.02$0.85$1.35$1.74$0.39
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.25$0.02$1.24$1.64$1.80$0.17