Civic Intelligence

Green Mountain Academy for Life Long Learning Inc.

990 • Fiscal year 2017 • EIN 03-0372532

Jan 01, 2017 to Dec 31, 2017 • Filed on May 15, 2018

PO Box 129Dorset, VT 05251

(802) 867-0111

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

Higher debt load relative to assets than 60% of similar nonprofits.

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

Liabilities / Revenue

61st percentile

0.01x

Higher debt load relative to revenue than 61% of similar nonprofits.

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

Net Margin

45th percentile

1.4%

Higher net margin than 45% 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

61st percentile

9.6%

Faster asset growth than 61% of similar nonprofits.

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

Revenue Growth

51st percentile

1.9%

Faster revenue growth than 51% of similar nonprofits.

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

Assets

Up

$213,907

Up $18,720 (+9.6%) from 2016

Net Assets

Up

$212,882

Up $18,721 (+9.6%) from 2016

Liabilities

Down

$1,025

Down $1 (-0.1%) from 2016

Revenue

Up

$198,917

Up $3,711 (+1.9%) from 2016

Expenses

Up

$196,133

Up $9,041 (+4.8%) from 2016

Net Income

Down

$2,784

Down $5,330 (-66%) from 2016

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2010: $150,463Net Assets 2010: $150,4632010Assets 2011: $154,941Net Assets 2011: $154,9412011Assets 2012: $170,009Liabilities 2012: $265Net Assets 2012: $169,7442012Assets 2013: $177,845Liabilities 2013: $1,578Net Assets 2013: $176,2672013Assets 2014: $193,867Liabilities 2014: $889Net Assets 2014: $192,9782014Assets 2015: $189,926Liabilities 2015: $4,369Net Assets 2015: $185,5572015Assets 2016: $195,187Liabilities 2016: $1,026Net Assets 2016: $194,1612016Assets 2017: $213,907Liabilities 2017: $1,025Net Assets 2017: $212,8822017Assets 2018: $197,627Liabilities 2018: $402Net Assets 2018: $197,2252018Assets 2019: $231,240Liabilities 2019: $402Net Assets 2019: $230,8382019Assets 2020: $258,139Liabilities 2020: $20,027Net Assets 2020: $238,1122020Assets 2021: $311,679Liabilities 2021: $252Net Assets 2021: $311,4272021Assets 2022: $305,316Liabilities 2022: $0Net Assets 2022: $305,3162022Assets 2023: $305,780Liabilities 2023: $0Net Assets 2023: $305,7802023Assets 2024: $304,698Liabilities 2024: $30,809Net Assets 2024: $273,8892024

Highlighted filing

2017

Assets$213,907
Liabilities$1,025
Net Assets$212,882

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2010: $134,241Expenses 2010: $125,159Net Income 2010: $9,0822010Revenue 2011: $137,794Expenses 2011: $133,315Net Income 2011: $4,4792011Revenue 2012: $153,507Expenses 2012: $147,152Net Income 2012: $6,3552012Revenue 2013: $167,520Expenses 2013: $167,318Net Income 2013: $2022013Revenue 2014: $183,504Expenses 2014: $164,304Net Income 2014: $19,2002014Revenue 2015: $183,390Expenses 2015: $187,295Net Income 2015: -$3,9052015Revenue 2016: $195,206Expenses 2016: $187,092Net Income 2016: $8,1142016Revenue 2017: $198,917Expenses 2017: $196,133Net Income 2017: $2,7842017Revenue 2018: $199,637Expenses 2018: $194,357Net Income 2018: $5,2802018Revenue 2019: $212,616Expenses 2019: $201,397Net Income 2019: $11,2192019Revenue 2020: $186,325Expenses 2020: $177,463Net Income 2020: $8,8622020Revenue 2021: $244,857Expenses 2021: $179,475Net Income 2021: $65,3822021Revenue 2022: $237,932Expenses 2022: $208,812Net Income 2022: $29,1202022Revenue 2023: $272,902Expenses 2023: $272,486Net Income 2023: $4162023Revenue 2024: $260,908Expenses 2024: $292,844Net Income 2024: -$31,9362024

Highlighted filing

2017

Revenue$198,917
Expenses$196,133
Net Income$2,784
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 15, 2018
Return Version
2017v2.3
Gross Receipts
$209,354
Mission and Program Overview

Mission

Continuing educational services

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$95,158$119,289▲ $24,131
Cash and Non-Interest-Bearing Accounts$56,546$51,220▼ $5,326
Savings and Temporary Cash Investments$43,325$43,345▲ $20
Land, Buildings, and Equipment, Net$158$53▼ $105
Total Assets$195,187$213,907▲ $18,720
Liabilities
Accounts Payable and Accrued Expenses$623$623→ $0
Other Liabilities$403$402▼ $1
Total Liabilities$1,026$1,025▼ $1
Net Assets / Fund Balance
Unrestricted Net Assets$194,161$212,882▲ $18,721
Total Net Assets Fund Balance$194,161$212,882▲ $18,721
Total Liabilities and Net Assets / Fund Balance$195,187$213,907▲ $18,720

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$53$2,736$2,789
Compensation and Service Providers

Board Members and Trustees

NameTitle
Peter RadfordPresident
Rocco MaggiottoPresident
Bill MuenchDirector
David GolibersuchDirector
Jackie KeadyDirector
Jim WilburDirector
Judi McphailDirector
Judy LivingstonDirector
Michele ZideDirector
Monica KnorrDirector
Ted PritchardDirector
Terri HathawayDirector
Betsey DickeyTrustee/dire
Megan ThornTrustee/dire
Ed TanenhausSecretary
Gail EblingTreasurer
Mark SzuchmanVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$80,992
Program Service Revenue
$59,721
Investment Income
$8,311
Other Revenue
$49,893
All Other Contributions
$77,272
Change in Net Assets
$2,784
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$99,115
Salaries, Compensation, and Employee Benefits$96,658
Total Fundraising Expense$15,985
Professional Fundraising Fees$360
Grants and Similar Amounts Paid$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$52,543$20,209$8,084$80,836
Office Expenses$28,025$2,182$5,247$35,454
Advertising$18,486--$18,486
Other Employee Benefits$6,817$1,852$741$9,410
Payroll Taxes$4,168$1,603$641$6,412
Occupancy$2,310$1,470$420$4,200
Fees for Services Other$3,602$15-$3,617
Information Technology$2,197$235$94$2,526
Insurance$1,082$416$166$1,664
Travel$760$293$117$1,170
Fees for Services Accounting$536$206$83$825
Fees for Services Professional Fundraising--$360$360
Other Expenses$209$80$32$321
All Other Expenses$225$73-$298
Depreciation Depletion$105--$105
Total Functional Expenses$151,164$28,984$15,985$196,133
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$36,050
Fundraising Direct Expenses$10,437
Professional Fundraising Fees$360

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising Eve$39,770$36,050$10,437$25,613
Total Events$39,770$36,050$10,437$25,613
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$402
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
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

Director and appropriate members of board reviewed return prior to filing.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Green Mountain Academy
EIN
03-0372532
Phone
8028670111
Address
PO BOX 129, DORSET, VT 05251

Signing Officer

Name
Gail Ebling
Title
Treasurer
Phone
8028670111
Signed
2018-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Peter Radford
Legal Domicile
Vt
Voting Board Members
17
Independent Board Members
17
Employees
2

Preparer

Firm
Misasi & Misasi
Address
1148 ROUTE 30, DORSET, VT 05251
Preparer
Steven Misasi CPA
Phone
8023622101
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

Unrealized gain on investments 15,937 unrealized loss on investments 0 total 15,937

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

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IRS990/OtherExpensesGrp/ProgramServicesAmt1643
IRS990/OtherExpensesGrp/ProgramServicesAmt2209
IRS990/OtherExpensesGrp/TotalAmt029456
IRS990/OtherExpensesGrp/TotalAmt1643
IRS990/OtherExpensesGrp/TotalAmt2350
IRS990/OtherExpensesGrp/TotalAmt3321
IRS990/OtherLiabilitiesGrp/BOYAmt0403
IRS990/OtherLiabilitiesGrp/EOYAmt0402
IRS990/OtherRevenueMiscGrp/BusinessCd0511140
IRS990/OtherRevenueMiscGrp/Desc0ADVERTISING SALES
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt024280
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt024280
IRS990/OtherRevenueTotalAmt024280
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt08084
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt020209
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt052543
IRS990/OtherSalariesAndWagesGrp/TotalAmt080836
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0641
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01603
IRS990/PayrollTaxesGrp/ProgramServicesAmt04168
IRS990/PayrollTaxesGrp/TotalAmt06412
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0PETER RADFORD
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0EDUCATION PROGRAMS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt059721
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt059721
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt087205
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt04554
IRS990/PYOtherExpensesAmt096675
IRS990/PYOtherRevenueAmt041882
IRS990/PYProgramServiceRevenueAmt061565
IRS990/PYRevenuesLessExpensesAmt08114
IRS990/PYSalariesCompEmpBnftPaidAmt090417
IRS990/PYTotalExpensesAmt0187092
IRS990/PYTotalRevenueAmt0195206
IRS990/ReconcilationRevenueExpnssAmt02784
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt043325
IRS990/SavingsAndTempCashInvstGrp/EOYAmt043345
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt011650
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt018360
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt017394
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt013100
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt016560
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt077064
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt080992
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt087205
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt080140
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt087962
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt091234
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0427533
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt043
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt04554
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt03464
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt04829
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt04261
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt017151
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt096429
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0101355
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt089737
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt047992
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt064837
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0400350
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt042375
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt030675
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt073050
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt043
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt04554
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt03464
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt04829
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt04261
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt017151
IRS990ScheduleA/InvestmentIncomeCYPct00.02000
IRS990ScheduleA/InvestmentIncomePYPct00.02000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.76490
IRS990ScheduleA/PublicSupportPY509Pct00.77200
IRS990ScheduleA/PublicSupportTotal509Amt0702269
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt026650
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt043360
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt052494
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt051600
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt024560
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0198664
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt015000
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt025000
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt035100
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt038500
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt08000
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt0121600
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0177421
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0188560
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0169877
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0178329
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0186746
IRS990ScheduleA/Total509Grp/TotalAmt0900933
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0177464
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0193114
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0173341
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0183158
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0191007
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0918084
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt053
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt02736
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt02789
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0402
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAXES PAYABLE
IRS990ScheduleD/TotalBookValueLandBuildingsAmt053
IRS990ScheduleD/TotalLiabilityAmt0402
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt03720
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt03720
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt010437
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISING EVE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt039770
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt039770
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt036050
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt036050
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt025613
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt010437
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt010437

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.05$0.31$2.74$2.61$2.93$0.32
2023Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$2.73$2.72$0.00
2022Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$2.38$2.09$0.29
2021Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.11$2.45$1.79$0.65
2020Detailed filing. Detailed filing data is available for this year.$2.58$0.20$2.38$1.86$1.77$0.09
2019Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$2.13$2.01$0.11
2018Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.97$2.00$1.94$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.14$0.01$2.13$1.99$1.96$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.95$0.01$1.94$1.95$1.87$0.08
2015Detailed filing. Detailed filing data is available for this year.$1.90$0.04$1.86$1.83$1.87$0.04
2014Detailed filing. Detailed filing data is available for this year.$1.94$0.01$1.93$1.84$1.64$0.19
2013Detailed filing. Detailed filing data is available for this year.$1.78$0.02$1.76$1.68$1.67$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.70$0.00$1.70$1.54$1.47$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.55$1.55$1.38$1.33$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.50$1.50$1.34$1.25$0.09