Civic Intelligence

Green Mountain Academy for Life Long Learning Inc.

990 • Fiscal year 2018 • EIN 03-0372532

Jan 01, 2018 to Dec 31, 2018 • Filed on May 15, 2019

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

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

Higher debt load relative to revenue than 59% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

49th percentile

2.6%

Higher net margin than 49% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

32nd percentile

-7.6%

Faster asset growth than 32% of similar nonprofits.

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

Revenue Growth

49th percentile

0.4%

Faster revenue growth than 49% of similar nonprofits.

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

Assets

Down

$197,627

Down $16,280 (-7.6%) from 2017

Net Assets

Down

$197,225

Down $15,657 (-7.4%) from 2017

Liabilities

Down

$402

Down $623 (-61%) from 2017

Revenue

Up

$199,637

Up $720 (+0.4%) from 2017

Expenses

Down

$194,357

Down $1,776 (-0.9%) from 2017

Net Income

Up

$5,280

Up $2,496 (+90%) from 2017

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

2018

Assets$197,627
Liabilities$402
Net Assets$197,225

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

2018

Revenue$199,637
Expenses$194,357
Net Income$5,280
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 15, 2019
Return Version
2018v3.1
Gross Receipts
$219,025
Mission and Program Overview

Mission

Continuing educational services

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$119,289$109,892▼ $9,397
Cash and Non-Interest-Bearing Accounts$51,220$44,182▼ $7,038
Savings and Temporary Cash Investments$43,345$43,553▲ $208
Land, Buildings, and Equipment, Net$53--
Total Assets$213,907$197,627▼ $16,280
Liabilities
Accounts Payable and Accrued Expenses$623--
Other Liabilities$402$402→ $0
Total Liabilities$1,025$402▼ $623
Net Assets / Fund Balance
Unrestricted Net Assets$212,882$197,225▼ $15,657
Total Net Assets Fund Balance$212,882$197,225▼ $15,657
Total Liabilities and Net Assets / Fund Balance$213,907$197,627▼ $16,280

Asset Categories

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

Board Members and Trustees

NameTitle
Peter RadfordPresident
Bill MuenchDirector
Jackie KeadyDirector
Jim WilburDirector
Judi McphailDirector
Judy LivingstonDirector
Michele ZideDirector
Monica KnorrDirector
Ted PritchardDirector
Terri HathawayDirector
Rocco MaggiottoTrustee
Anthony SurrattTrustee/dire
Betsey DickeyTrustee/dire
John LavecchiaTrustee/dire
Ed TanenhausSecretary
Gail EblingTreasurer
Mark SzuchmanVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$94,506
Program Service Revenue
$50,281
Investment Income
$11,765
Other Revenue
$43,085
All Other Contributions
$93,506
Change in Net Assets
$5,280
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$98,220
Other Expenses$96,137
Total Fundraising Expense$11,157
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$59,069$22,719$9,088$90,876
Office Expenses$36,856$581$233$37,670
Advertising$21,342--$21,342
Fees for Services Other$20,968--$20,968
Payroll Taxes$4,296$1,652$661$6,609
Occupancy$3,820$1,470$420$5,710
Travel$2,783$561$225$3,569
Information Technology$2,141$230$92$2,463
Insurance$1,415$545$218$2,178
Fees for Services Accounting$617$238$95$950
Other Employee Benefits$652$59$24$735
Other Expenses$225$252$101$225
Depreciation Depletion$53--$53
Total Functional Expenses$154,893$28,307$11,157$194,357
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$35,248
Fundraising Direct Expenses$19,388
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising Eve$36,248$35,248$19,388$15,860
Total Events$36,248$35,248$19,388$15,860
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
2019-05-15
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 05251-9632
Preparer
Steven Misasi CPA
Phone
8023886307
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Credit card fees 2,905 0 0 instructors 16,763 0 0 0 0 0 advertising sales sales commissions 1,300 0 0 total 20,968 0 0

Form 990, Part XI, Line 9

Unrealized gain on investments 0 unrealized loss on investments -20,937 total -20,937

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IRS990/OtherExpensesGrp/Desc0DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc1LICENSE, PERMITS & OTHER
IRS990/OtherExpensesGrp/FundraisingAmt0101
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0252
IRS990/OtherExpensesGrp/ProgramServicesAmt0656
IRS990/OtherExpensesGrp/ProgramServicesAmt1225
IRS990/OtherExpensesGrp/TotalAmt01009
IRS990/OtherExpensesGrp/TotalAmt1225
IRS990/OtherLiabilitiesGrp/BOYAmt0402
IRS990/OtherLiabilitiesGrp/EOYAmt0402
IRS990/OtherRevenueMiscGrp/BusinessCd0511140
IRS990/OtherRevenueMiscGrp/Desc0ADVERTISING SALES
IRS990/OtherRevenueMiscGrp/Desc1MARKETING
IRS990/OtherRevenueMiscGrp/ExclusionAmt0240
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt026985
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1240
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt026985
IRS990/OtherRevenueTotalAmt027225
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt09088
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt022719
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt059069
IRS990/OtherSalariesAndWagesGrp/TotalAmt090876
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt0661
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01652
IRS990/PayrollTaxesGrp/ProgramServicesAmt04296
IRS990/PayrollTaxesGrp/TotalAmt06609
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0PETER RADFORD
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0EDUCATION PROGRAMS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt050281
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt050281
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt080992
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt08311
IRS990/PYOtherExpensesAmt099115
IRS990/PYOtherRevenueAmt049893
IRS990/PYProgramServiceRevenueAmt059721
IRS990/PYRevenuesLessExpensesAmt02784
IRS990/PYSalariesCompEmpBnftPaidAmt096658
IRS990/PYTotalExpensesAmt0196133
IRS990/PYTotalProfFndrsngExpnsAmt0360
IRS990/PYTotalRevenueAmt0198917
IRS990/ReconcilationRevenueExpnssAmt05280
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt043345
IRS990/SavingsAndTempCashInvstGrp/EOYAmt043553
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt010920
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt011650
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt018360
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt017394
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt013100
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt071424
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt094506
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt080992
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt087205
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt080140
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt087962
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0430805
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt011765
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt043
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt04554
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt03464
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt04829
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt024655
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt085529
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt096429
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0101355
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt089737
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt047992
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0421042
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0240
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt042375
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt042615
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt011765
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt043
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt04554
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt03464
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt04829
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt024655
IRS990ScheduleA/InvestmentIncomeCYPct00.03000
IRS990ScheduleA/InvestmentIncomePYPct00.02000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.73320
IRS990ScheduleA/PublicSupportPY509Pct00.76490
IRS990ScheduleA/PublicSupportTotal509Amt0673938
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt046420
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt026650
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt043360
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt052494
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt051600
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0220524
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt035500
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt015000
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt025000
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt035100
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt038500
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt0149100
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0180275
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0177421
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0188560
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0169877
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0178329
IRS990ScheduleA/Total509Grp/TotalAmt0894462
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0192040
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0177464
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0193114
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0173341
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0183158
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0919117
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt02789
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt02789
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0402
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAXES PAYABLE
IRS990ScheduleD/TotalLiabilityAmt0402
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt01000
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt01000
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt019388
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISING EVE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt036248
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt036248
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt035248
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt035248
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt015860
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt019388
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt019388

Document Assets

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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