Civic Intelligence

White River Partnership Inc.

990 • Fiscal year 2022 • EIN 03-0371746

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 03, 2023

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

74th percentile

0.04x

Higher debt load relative to assets than 74% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

69th percentile

0.02x

Higher debt load relative to revenue than 69% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

56th percentile

8.7%

Higher net margin than 56% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

94th percentile

$58,448

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 12.0% of source-year revenue.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

77th percentile

30%

Faster asset growth than 77% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

51st percentile

10%

Faster revenue growth than 51% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Up

$181,480

Up $42,261 (+30%) from 2021

Net Assets

Up

$174,108

Up $42,396 (+32%) from 2021

Liabilities

Down

$7,372

Down $135 (-1.8%) from 2021

Revenue

Up

$485,318

Up $44,667 (+10%) from 2021

Expenses

Down

$442,922

Down $159,431 (-26%) from 2021

Net Income

Up

$42,396

Up $204,098 (+126%) from 2021

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

2022

Assets$181,480
Liabilities$7,372
Net Assets$174,108

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

2022

Revenue$485,318
Expenses$442,922
Net Income$42,396
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 3, 2023
Return Version
2022v5.0
Gross Receipts
$485,318
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$131,712$174,108▲ $42,396
Cash and Non-Interest-Bearing Accounts$110,426$152,892▲ $42,466
Savings and Temporary Cash Investments$28,106$28,176▲ $70
Land, Buildings, and Equipment, Net$687$412▼ $275
Total Assets$139,219$181,480▲ $42,261
Liabilities
Accounts Payable and Accrued Expenses$7,507$7,372▼ $135
Total Liabilities$7,507$7,372▼ $135
Net Assets / Fund Balance
Total Net Assets Fund Balance$131,712$174,108▲ $42,396
Total Liabilities and Net Assets / Fund Balance$139,219$181,480▲ $42,261

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$412$3,577$3,989
Land$0--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Mary RussExecutive DirectorFT$58,448$58,448

Board Members and Trustees

NameTitle
Joan AllenPresident
Monica CollinsVice President
Jim ArmbrusterTrustee
Michelle GraziosiTrustee
Eric DonaldsobnSecretary
Dave PhillipsTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$485,228
Program Service Revenue
$0
Investment Income
$90
Other Revenue
$0
All Other Contributions
$446,228
Change in Net Assets
$42,396
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$268,768
Salaries, Compensation, and Employee Benefits$174,154
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$215,536$0$0$215,536
Other Salaries and Wages$69,237$10,508$0$79,745
Current Officers, Directors, Trustees, and Key Employees$42,670$15,778$0$58,448
Other Expenses$28,277$0$0$28,277
Other Employee Benefits$0$25,389$0$25,389
Payroll Taxes$8,982$1,590$0$10,572
Occupancy$0$7,458$0$7,458
Insurance$0$6,960$0$6,960
Travel$5,172$0$0$5,172
Fees for Services Accounting$0$1,500$0$1,500
Office Expenses$0$914$0$914
Conferences and Meetings$50$499$0$549
Fees for Services Management$505$0$0$505
Depreciation Depletion$0$275$0$275
Total Functional Expenses$370,500$72,422$0$442,922
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
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
2023-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Russ
Formed
1996
Legal Domicile
Vt
Voting Board Members
6
Independent Board Members
6
Employees
4
Volunteers
50

Preparer

Firm
Janice Graham & Company Pc
Address
446 BARNARD ROAD, WOODSTOCK, VT 05091
Preparer
Janice C Graham CPA
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

Pt VI, Line 19

Yes, they are availble via the website

Form 990, Part IX, Line 24E

Development rights 20894. 20894. 0. 0.

Form 990, Part IX, Line 24E

Fieldwork consultants 35911. 35911. 0. 0.

Form 990, Part IX, Line 24E

TRAINING 100. 100. 0. 0.

Form 990, Part IX, Line 24E

Contractors 158631. 158631. 0. 0.

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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0398769
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0693363
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02379799
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt090
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0126
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0120
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0382
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0497
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01215
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99950
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.99940
IRS990ScheduleA/PublicSupportTotal170Amt02379799
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0472722
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0440525
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0374420
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0398769
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0693363
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02379799
IRS990ScheduleA/TotalSupportAmt02381014
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/BookValueAmt0412
IRS990ScheduleD/EquipmentGrp/DepreciationAmt03577
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt03989
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0412
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/ExplanationTxt5Yes, they are availble via the website
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Development rights 20894. 20894. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Fieldwork consultants 35911. 35911. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8TRAINING 100. 100. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9CONTRACTORS 158631. 158631. 0. 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/FormAndLineReferenceDesc5Pt VI, Line 19
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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0139219
IRS990/TotalAssetsEOYAmt0181480
IRS990/TotalAssetsGrp/BOYAmt0139219
IRS990/TotalAssetsGrp/EOYAmt0181480
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0485228
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt072422
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0370500
IRS990/TotalFunctionalExpensesGrp/TotalAmt0442922
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07507
IRS990/TotalLiabilitiesEOYAmt07372
IRS990/TotalLiabilitiesGrp/BOYAmt07507
IRS990/TotalLiabilitiesGrp/EOYAmt07372
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0131712
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0174108
IRS990/TotalProgramServiceExpensesAmt0370500
IRS990/TotalRevenueGrp/ExclusionAmt090
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0485318
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0139219
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0181480
IRS990/TotReportableCompRltdOrgAmt058448
IRS990/TravelGrp/FundraisingAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt00
IRS990/TravelGrp/ProgramServicesAmt05172
IRS990/TravelGrp/TotalAmt05172
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04266 VT Rte 14
IRS990/USAddress/CityNm0S Royalton
IRS990/USAddress/StateAbbreviationCd0VT
IRS990/USAddress/ZIPCd005068
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0www.whiteriverpartnership.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Mary Russ

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