Civic Intelligence

Green Mountain Academy for Life Long Learning Inc.

990 • Fiscal year 2019 • EIN 03-0372532

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 12, 2020

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.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

54th percentile

5.3%

Higher net margin than 54% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

69th percentile

17%

Faster asset growth than 69% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

58th percentile

6.5%

Faster revenue growth than 58% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$231,240

Up $33,613 (+17%) from 2018

Net Assets

Up

$230,838

Up $33,613 (+17%) from 2018

Liabilities

Flat

$402

Flat from 2018

Revenue

Up

$212,616

Up $12,979 (+6.5%) from 2018

Expenses

Up

$201,397

Up $7,040 (+3.6%) from 2018

Net Income

Up

$11,219

Up $5,939 (+112%) from 2018

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

2019

Assets$231,240
Liabilities$402
Net Assets$230,838

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

2019

Revenue$212,616
Expenses$201,397
Net Income$11,219
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 12, 2020
Return Version
2019v5.0
Gross Receipts
$237,808
Mission and Program Overview

Mission

Continuing educational services

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$109,892$138,987▲ $29,095
Cash and Non-Interest-Bearing Accounts$44,182$48,599▲ $4,417
Savings and Temporary Cash Investments$43,553$43,654▲ $101
Total Assets$197,627$231,240▲ $33,613
Liabilities
Other Liabilities$402$402→ $0
Total Liabilities$402$402→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$197,225$230,838▲ $33,613
Total Net Assets Fund Balance$197,225$230,838▲ $33,613
Total Liabilities and Net Assets / Fund Balance$197,627$231,240▲ $33,613

Asset Categories

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

Board Members and Trustees

NameTitle
Peter RadfordPresident
Ann GrahamDirector
Jackie KeadyDirector
Judi McphailDirector
Michele ZideDirector
Monica KnorrDirector
Roger GoldsteinDirector
Terri HathawayDirector
Anthony SurrattTrustee/dire
Betsey DickeyTrustee/dire
John LavecchiaTrustee/dire
Ed TanenhausSecretary
Arnold GottliebTreasurer
Mark SzuchmanVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$97,736
Program Service Revenue
$60,451
Investment Income
$7,030
Other Revenue
$47,399
All Other Contributions
$97,361
Change in Net Assets
$11,219
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$101,103
Other Expenses$100,294
Total Fundraising Expense$16,653
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$56,045$21,556$8,622$86,223
Office Expenses$28,600$2,293$5,340$36,233
Fees for Services Other$25,607--$25,607
Advertising$20,966--$20,966
Other Employee Benefits$5,317$2,046$818$8,181
Payroll Taxes$4,354$1,675$670$6,699
Occupancy$4,316$1,470$420$6,206
Travel$4,374$565$226$5,165
Insurance$1,500$577$231$2,308
Information Technology$700$270$108$1,078
Fees for Services Accounting$568$219$88$875
Other Expenses$233$86$130$86
Total Functional Expenses$153,663$31,081$16,653$201,397
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$47,750
Fundraising Direct Expenses$25,023
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising Eve$48,125$47,750$25,023$22,727
Total Events$48,125$47,750$25,023$22,727
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 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
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
Arnold Gottlieb
Title
Treasurer
Phone
8028670111
Signed
2020-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Peter Radford
Legal Domicile
Vt
Voting Board Members
14
Independent Board Members
14
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 3,674 0 0 instructors 20,583 0 0 0 0 0 advertising sales sales commissions 1,350 0 0 total 25,607 0 0

Form 990, Part XI, Line 9

Unrealized gain on investments 22,394 unrealized loss on investments 0 total 22,394

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IRS990/ReconcilationRevenueExpnssAmt011219
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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt017394
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt058324
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt080992
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt087205
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt080140
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt04554
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt03464
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt021191
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0108201
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt085529
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt096429
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0101355
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt089737
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0481251
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt060
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt0240
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0300
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IRS990ScheduleA/PublicSupportCY509Pct00.78670
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt043360
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt052494
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt0179989
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt011065
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt035500
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt015000
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt025000
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt035100
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0188560
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0402
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL TAXES PAYABLE
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IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt0375
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt025023
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0FUNDRAISING EVE
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IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt025023
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DIRECTOR AND APPROPRIATE MEMBERS OF BOARD REVIEWED RETURN PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CREDIT CARD FEES 3,674 0 0 INSTRUCTORS 20,583 0 0 0 0 0 ADVERTISING SALES SALES COMMISSIONS 1,350 0 0 TOTAL 25,607 0 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UNREALIZED GAIN ON INVESTMENTS 22,394 UNREALIZED LOSS ON INVESTMENTS 0 TOTAL 22,394
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
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IRS990/TaxablePartyNotificationInd0false

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