Civic Intelligence

Cooperative Development Institute Inc

EIN 04-3241596 • 501(c)3 • Northampton, MA

Profile

Develop and Train Cooperatives

PO Box 1051Northampton, MA 01061

www.cdi.coop

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

74th percentile

0.30x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

68th percentile

0.22x

Higher debt load relative to revenue than 68% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

41st percentile

0.8%

Higher net margin than 41% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

15th percentile

-10%

Faster asset growth than 15% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

66th percentile

18%

Faster revenue growth than 66% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets74th percentile

Assets

Down

$3,288,571

Down $374,753 (-10%) from 2023

Liabilities

Down

$975,801

Down $543,661 (-36%) from 2023

Net Assets

Up

$2,312,770

Up $168,908 (+7.9%) from 2023

Operations
Liabilities / Revenue68th percentileNet Margin41st percentile

Revenue

Up

$4,404,987

Up $666,644 (+18%) from 2023

Expenses

Down

$4,371,079

Down $84,411 (-1.9%) from 2023

Net Income

Up

$33,908

Up $751,055 (+105%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth15th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $236,772Liabilities 2011: $118,107Net Assets 2011: $118,6652011Assets 2012: $802,246Liabilities 2012: $444,603Net Assets 2012: $357,6432012Assets 2013: $669,070Liabilities 2013: $205,091Net Assets 2013: $463,9792013Assets 2014: $723,261Liabilities 2014: $342,230Net Assets 2014: $381,0312014Assets 2015: $733,024Liabilities 2015: $320,934Net Assets 2015: $412,0902015Assets 2016: $856,814Liabilities 2016: $355,354Net Assets 2016: $501,4602016Assets 2017: $584,053Liabilities 2017: $262,474Net Assets 2017: $321,5792017Assets 2018: $891,112Liabilities 2018: $208,804Net Assets 2018: $682,3082018Assets 2019: $1,151,916Liabilities 2019: $225,566Net Assets 2019: $926,3502019Assets 2020: $1,115,513Liabilities 2020: $409,746Net Assets 2020: $705,7672020Assets 2021: $1,759,590Liabilities 2021: $668,208Net Assets 2021: $1,091,3822021Assets 2022: $3,414,721Liabilities 2022: $537,211Net Assets 2022: $2,877,5102022Assets 2023: $3,663,324Liabilities 2023: $1,519,462Net Assets 2023: $2,143,8622023Assets 2024: $3,288,571Liabilities 2024: $975,801Net Assets 2024: $2,312,7702024

Highlighted filing

2024

Assets$3,288,571
Liabilities$975,801
Net Assets$2,312,770
Open 2024 Filing

Operations Trend

Revenue Growth66th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $603,908Expenses 2011: $576,851Net Income 2011: $27,0572011Revenue 2012: $1,003,955Expenses 2012: $764,977Net Income 2012: $238,9782012Revenue 2013: $961,232Expenses 2013: $854,896Net Income 2013: $106,3362013Revenue 2014: $886,164Expenses 2014: $969,112Net Income 2014: -$82,9482014Revenue 2015: $942,155Expenses 2015: $911,096Net Income 2015: $31,0592015Revenue 2016: $1,673,908Expenses 2016: $1,584,538Net Income 2016: $89,3702016Revenue 2017: $1,780,506Expenses 2017: $1,960,387Net Income 2017: -$179,8812017Revenue 2018: $2,314,215Expenses 2018: $1,953,486Net Income 2018: $360,7292018Revenue 2019: $2,338,995Expenses 2019: $2,094,953Net Income 2019: $244,0422019Revenue 2020: $2,414,161Expenses 2020: $2,485,544Net Income 2020: -$71,3832020Revenue 2021: $3,716,521Expenses 2021: $3,253,679Net Income 2021: $462,8422021Revenue 2022: $4,954,779Expenses 2022: $3,168,154Net Income 2022: $1,786,6252022Revenue 2023: $3,738,343Expenses 2023: $4,455,490Net Income 2023: -$717,1472023Revenue 2024: $4,404,987Expenses 2024: $4,371,079Net Income 2024: $33,9082024

Highlighted filing

2024

Revenue$4,404,987
Expenses$4,371,079
Net Income$33,908
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,288,571
Liabilities
$975,801
Net assets
$2,312,770
Revenue
$4,404,987
Expenses
$4,371,079
Net income
$33,908
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.29$0.98$2.31$4.40$4.37$0.03
2023Detailed filing. Detailed filing data is available for this year.$3.66$1.52$2.14$3.74$4.46$0.72
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.41$0.54$2.88$4.95$3.17$1.79
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.76$0.67$1.09$3.72$3.25$0.46
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.12$0.41$0.71$2.41$2.49$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.15$0.23$0.93$2.34$2.09$0.24
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.89$0.21$0.68$2.31$1.95$0.36
2017Detailed filing. Detailed filing data is available for this year.$0.58$0.26$0.32$1.78$1.96$0.18
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.86$0.36$0.50$1.67$1.58$0.09
2015Summary only. Only limited summary data is available for this year.$0.73$0.32$0.41$0.94$0.91$0.03
2014Summary only. Only limited summary data is available for this year.$0.72$0.34$0.38$0.89$0.97$0.08
2013Summary only. Only limited summary data is available for this year.$0.67$0.21$0.46$0.96$0.85$0.11
2012Summary only. Only limited summary data is available for this year.$0.80$0.44$0.36$1.00$0.76$0.24
2011Summary only. Only limited summary data is available for this year.$0.24$0.12$0.12$0.60$0.58$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$4,404,987
Mission and Program Overview

Mission

Develop and Train Cooperatives

Develop and train cooperatives.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$3,060,187$2,635,252▼ $424,935
Accounts Receivable$453,382$515,511▲ $62,129
Other Notes and Loans Receivable, Net$133,697$120,212▼ $13,485
Prepaid Expenses and Deferred Charges$16,058$17,596▲ $1,538
Total Assets$3,663,324$3,288,571▼ $374,753
Liabilities
Deferred Revenue$1,198,143$529,922▼ $668,221
Accounts Payable and Accrued Expenses$178,216$306,978▲ $128,762
Mortgage Notes Payable Secured by Investment Property$142,938$138,901▼ $4,037
Other Liabilities$165$0▼ $165
Total Liabilities$1,519,462$975,801▼ $543,661
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,143,862$1,645,920▼ $497,942
Net Assets With Donor Restrictions$0$666,850▲ $666,850
Total Net Assets Fund Balance$2,143,862$2,312,770▲ $168,908
Total Liabilities and Net Assets / Fund Balance$3,663,324$3,288,571▼ $374,753
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Pamela ZagorskiExecutive DirectorFT$37,383$6,400$43,783
Alyson FrederickFinance DirectorFT$18,291$692$18,983

Board Members and Trustees

NameTitle
Carolyn Edsell-vetterChair
Maggie CohnVice Chair
Brittany HendersonDirector
GILLIAN O'FLAHERTYDirector
Heiny MaldonadoDirector
Nick ClarkDirector
Carlos TeuscherClerk
Matthew LewisTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Cooperative Fund Of The NortheastNortheast Transition Initiative PartnerPO BOX 970, Watertown, MA 02471$182,270
Revenue and Support

Revenue Composition

Contributions and Grants
$2,874,984
Program Service Revenue
$1,515,001
Investment Income
$10,633
Other Revenue
$4,369
All Other Contributions
$1,732,458
Change in Net Assets
$33,908

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,404,987
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$4,404,987
Total Revenue per Form 990
$4,404,987
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,529,757
Other Expenses$1,841,322
Total Fundraising Expense$70
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,666,499$333,250-$1,999,749
Fees for Services Other$1,153,945$4,393-$1,158,338
Other Employee Benefits$189,980$37,990-$227,970
Payroll Taxes$148,596$29,714-$178,310
Travel$107,342$15,227-$122,569
Occupancy$77,419$31,833-$109,252
Current Officers, Directors, Trustees, and Key Employees$77,038$15,400-$92,438
Office Expenses$58,271$23,631-$81,902
All Other Expenses$51,968-$70$52,038
Pension Plan Contributions$26,076$5,214-$31,290
Fees for Services Legal$23,199$207-$23,406
Insurance$14,913$6,132-$21,045
Other Expenses$12,485$16,315-$16,315
Fees for Services Accounting-$5,913-$5,913
Advertising$4,156$1,709-$5,865
Interest$2,590$1,065-$3,655
Conferences and Meetings$2,560$1,053-$3,613
Total Functional Expenses$3,772,789$598,220$70$4,371,079

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,371,079
Total Expenses per Audited Statements$4,371,079
Total Expenses per Form 990$4,371,079
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Audit committee
Yes
Backup withholding compliance
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
No
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

Governance Explanations

Form 990, Part VI, Section A, Line 1A

“The executive committee is composed of the officers of the board of directors. Others can be appointed to the executive committee at the discretion of the chair. The executive committee shall, under the direction of the board, have charge of the activities of the institute, and in addition, between sessions of the board of directors, shall have all the powers of the board of directors in the management and direction of the business and affairs of the institute except as limited by law, by the institute's articles of incorporation or these bylaws, and shall report to the board of directors action which the committee takes on behalf of the board.”

Form 990, Part VI, Section B, Line 11B

“An outside cpa firm prepares the form 990 and the board reviews and approves it before filings with the internal revenue service.”

Form 990, Part VI, Section B, Line 12C

“Officers and directors are required to disclose actual and perceived conflicts as they may arise. The conflict-of-interest policy for board members is overseen by the board chair, it takes place annually at the annual meeting in november or at the time of appointment. If a conflict is noted, it is brought to the attention of the board.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Cooperative Development Institute Inc
EIN
04-3241596
Phone
4316651271
Address
PO BOX 1051, NORTHAMPTON, MA 01061

Signing Officer

Name
Carolyn Edsell-vetter
Title
Chair
Phone
4316651271
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carolyn Edsell-vetter
Formed
1994
Legal Domicile
Ma
Voting Board Members
8
Independent Board Members
8
Employees
38
Volunteers
8

Preparer

Firm
Cliftonlarsonallen Llp
Address
4 BATTERYMARCH PARK SUITE 100, QUINCY, MA 02169
Preparer
Danielle Nihill
Phone
7819821001
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 2

“Northeast transition initiative (neti), a partnership of organizations and lenders with comprehensive experience in exit-planning and ownership transitions. The goal of the partnership is to raise public awareness of the employee ownership option, activate a small business ecosystem across the northeast, develop a robust training program, and document best practices and outcomes.”

Form 990, Part IX, Line 11G

“Subcontractors: program service expenses 1,153,945. Management and general expenses 4,393. Fundraising expenses 0. Total expenses 1,158,338.”

Raw XML AppendixShowing 400 of 487 raw XML fields

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

Path#Value
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IRS990/Desc0NEW ENGLAND RESIDENT-OWNED COMMUNITIES (NEROC):CDI'S NEROC PROGRAM HAS HELPED RESIDENTS OF 62 MANUFACTURED HOME PARKS ACROSS NEW ENGLAND RAISE MORE THAN $307 MILLION IN CAPITAL TO PURCHASE THEIR COMMUNITIES AND PERMANENTLY PRESERVED MORE THAN 6,230 UNITS OF AFFORDABLE HOUSING.MANUFACTURED HOMES ARE AN ESSENTIAL SOURCE OF AFFORDABLE HOUSING IN NEW ENGLAND. HOWEVER, THEY HAVE INCREASINGLY BEEN TARGETED BY INVESTORS AND PRIVATE EQUITY FIRMS WHO SEEK TO PURCHASE THE PARKS FOR A PROFIT. RESIDENTS IN THESE COMMUNITIES OWN THE HOMES BUT NOT THE LAND UNDERNEATH THEM, MAKING THEM VULNERABLE TO UNAFFORDABLE RENT-HIKES, MISMANAGEMENT, AND DETERIORATING INFRASTRUCTURE. NEROC HELPS MANUFACTURED HOMEOWNERS COOPERATIVELY PURCHASE AND DEMOCRATICALLY MANAGE THEIR COMMUNITIES, PRESERVING THE QUALITY AND AFFORDABILITY OF HOMES IN OUR REGION.
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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3CLERK
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9FINANCE DIRECTOR
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IRS990/GrantAmt00
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IRS990/GrantsToOrganizationsInd00
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IRS990/InsuranceGrp/ProgramServicesAmt014913
IRS990/InsuranceGrp/TotalAmt021045
IRS990/InterestGrp/ManagementAndGeneralAmt01065
IRS990/InterestGrp/ProgramServicesAmt02590
IRS990/InterestGrp/TotalAmt03655
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IRS990/MissionDesc0DEVELOP AND TRAIN COOPERATIVES TO CREATE AND SUSTAIN DEMOCRATICALLY OWNED, COOPERATIVE ENTERPRISES AND NETWORKS IN THE NORTHEAST THAT GROW A PROSPEROUS AND EQUITABLE ECONOMY.
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IRS990/MoreThan5000KToOrgInd00
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IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0138901
IRS990/NetAssetsOrFundBalancesBOYAmt02143862
IRS990/NetAssetsOrFundBalancesEOYAmt02312770
IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01645920
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IRS990/OccupancyGrp/ManagementAndGeneralAmt031833
IRS990/OccupancyGrp/ProgramServicesAmt077419
IRS990/OccupancyGrp/TotalAmt0109252
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt023631
IRS990/OfficeExpensesGrp/ProgramServicesAmt058271
IRS990/OfficeExpensesGrp/TotalAmt081902
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt037990
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0189980
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0227970
IRS990/OtherExpensesGrp/Desc0DONATIONS
IRS990/OtherExpensesGrp/Desc1DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc2EQUIPMENT LEASE & MAITN
IRS990/OtherExpensesGrp/Desc3BAD DEBT EXPENSE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt054960
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt19081
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt25133
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt316315
IRS990/OtherExpensesGrp/ProgramServicesAmt0133665
IRS990/OtherExpensesGrp/ProgramServicesAmt122087
IRS990/OtherExpensesGrp/ProgramServicesAmt212485
IRS990/OtherExpensesGrp/TotalAmt0188625
IRS990/OtherExpensesGrp/TotalAmt131168
IRS990/OtherExpensesGrp/TotalAmt217618
IRS990/OtherExpensesGrp/TotalAmt316315
IRS990/OtherLiabilitiesGrp/BOYAmt0165
IRS990/OtherLiabilitiesGrp/EOYAmt00
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IRS990/OtherRevenueMiscGrp/ExclusionAmt04369
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IRS990/OtherRevenueTotalAmt04369
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0333250
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01666499
IRS990/OtherSalariesAndWagesGrp/TotalAmt01999749
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt0133697
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0120212
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt029714
IRS990/PayrollTaxesGrp/ProgramServicesAmt0148596
IRS990/PayrollTaxesGrp/TotalAmt0178310
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt05214
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt026076
IRS990/PensionPlanContributionsGrp/TotalAmt031290
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt016058
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt017596
IRS990/PrincipalOfficerNm0CAROLYN EDSELL-VETTER
IRS990/PriorPeriodAdjustmentsAmt0135000
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0CONTRACT INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01515001
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01515001
IRS990/ProgSrvcAccomActy2Grp/Desc0BUSINESS OWNERSHIP SOLUTIONS (BOS):SINCE BOS WAS FOUNDED IN 2013, WE HAVE LED 33 BUSINESSES THROUGH TRANSITIONS TO EMPLOYEE-OWNED COOPERATIVES, CREATING OWNERSHIP OPPORTUNITIES FOR MORE THAN 570 WORKERS AND HELPING THEM SECURE MORE THAN $34 MILLION IN CAPITAL TO BUY THOSE BUSINESSES.BEGINNING IN 2024, BOS WAS AWARDED $1.25 MILLION BY WELLS FARGO TO DEVELOP THE NORTHEAST TRANSITION INITIATIVE (NETI), A PARTNERSHIP OF ORGANIZATIONS AND LENDERS WITH COMPREHENSIVE EXPERIENCE IN EXIT-PLANNING AND OWNERSHIP TRANSITIONS. THE GOAL OF THE PARTNERSHIP IS TO RAISE PUBLIC AWARENESS OF THE EMPLOYEE OWNERSHIP OPTION, ACTIVATE A SMALL BUSINESS ECOSYSTEM ACROSS THE NORTHEAST, DEVELOP A ROBUST TRAINING PROGRAM, AND DOCUMENT BEST PRACTICES AND OUTCOMES.ACROSS THE U.S., A WAVE OF AGING BABY BOOMER BUSINESS OWNERS IS PLANNING TO RETIRE IN THE NEXT FEW YEARS, BUT THEY DON'T HAVE A PLAN, POSING A GREAT THREAT TO BUSINESS, JOB PRESERVATION, AND GROWTH IN OUR COMMUNITIES. IN NEW ENGLAND AND NY ALONE, AN ESTIMATED 200,000+ SMALL BUSINESSES HAVE OWNERS WHO ARE LOOKING TO RETIRE OR TRANSITION WITHIN THE NEXT FEW YEARS, BUT ONLY ABOUT 17% OF THEM HAVE A SUCCESSION PLAN. EMPLOYEE OWNERSHIP IS A PROVEN STRATEGY TO PRESERVE CRITICAL BUSINESSES AND JOBS AND PROVIDE WEALTH BUILDING OPPORTUNITIES FOR WORKERS. BOS HELPS BUSINESS OWNERS, AND THEIR EMPLOYEES EXECUTE CONVERSIONS TO EMPLOYEE OWNERSHIP AND PROVIDES PUBLIC EDUCATION TO HELP BUSINESSES UNDERSTAND THEIR OPTIONS TO AVOID THE LOSS OF BUSINESSES AND JOBS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0902033
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0185287
IRS990/ProgSrvcAccomActy3Grp/Desc0COOPERATIVE BUSINESS SERVICES (CBS):CBS HAS HELPED TO FORM 185 CO-OPS, REPRESENTING MORE THAN 900 JOBS, AND HAS ASSISTED MORE THAN 220 EXISTING CO-OPS WITH GROWTH AND TRANSFORMATION PLANNING.CBS SUPPORTS COOPERATIVE STARTUPS AND ESTABLISHED COOPERATIVES MEET THEIR NEEDS THROUGH TECHNICAL ASSISTANCE AND TRAINING. OUR EXPERIENCED TECHNICAL ASSISTANTS GUIDE STARTUPS THROUGH THE PROCESS OF INCEPTION, DESIGN, AND LAUNCH. CBS IS INDUSTRY-AGNOSTIC WITH A FOCUS ON HIGH IMPACT AREAS SUCH AS AGRICULTURE, CHILDCARE, AND MANUFACTURING AS WELL AS HISTORICALLY UNDERSERVED RURAL COMMUNITIES. WE ALSO SUPPORT EXISTING CO-OPS TO REACH THEIR GROWTH AND RE-DEVELOPMENT GOALS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0734659
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt088977
IRS990/ProgSrvcAccomActyOtherGrp/Desc0WATER INFRASTRUCTURE SUPPORT PROGRAM (WISP):WISP HAS HELPED 52 MANUFACTURED HOME COMMUNITIES SUBMIT GRANT APPLICATIONS TOTALING $30.7 MILLION IN FUNDING AWARDED FOR THEIR INFRASTRUCTURE PROJECTS.IN DECEMBER 2024, CDI WAS AWARDED A SIX-YEAR, $17.9 MILLION PRICE GRANT FOR THE BENEFIT OF INFRASTRUCTURE PROJECTS THROUGHOUT THE SERVICE AREA.WISP PROVIDES FREE TECHNICAL AND MANAGERIAL SUPPORT TO CONNECT ELIGIBLE MANUFACTURED HOME COMMUNITIES ACROSS NEW ENGLAND WITH AVAILABLE FUNDING SOURCES FOR INFRASTRUCTURE PROJECTS INCLUDING DRINKING WATER, SEPTIC, AND ELECTRICAL SYSTEMS IMPROVEMENTS. MANUFACTURED-HOME COMMUNITIES ARE AN ESSENTIAL SOURCE OF AFFORDABLE HOUSING FOR NEW ENGLAND. HOWEVER, THEIR INFRASTRUCTURE IS OFTEN AT THE END OF ITS USEFUL LIFESPAN AND MAJOR INVESTMENT IS NEEDED TO SUSTAIN THESE AFFORDABLE COMMUNITIES FOR THE LONG TERM.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0359738
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt1533065
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt00
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt10
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0178019
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt10
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01514965
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt022512
IRS990/PYOtherExpensesAmt02570495
IRS990/PYOtherRevenueAmt0383135
IRS990/PYProgramServiceRevenueAmt01817731
IRS990/PYRevenuesLessExpensesAmt0-717147
IRS990/PYSalariesCompEmpBnftPaidAmt01884995
IRS990/PYTotalExpensesAmt04455490
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03738343
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt033908
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01062718
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0REIMBURSED EXPENSES - 2023 AMOUNT: $ 4,369.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02652622
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01153791
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0905224
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt09101586
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt010633
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt022512
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt011860
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt011250
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt015400
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt071655
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01515001
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt04369
IRS990ScheduleA/OtherIncome170Grp/TotalAmt04369
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.91820
IRS990ScheduleA/PublicSupportPY170Pct00.99130
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IRS990ScheduleA/SubstantialContributorsTotAmt0674490
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01153791
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0905224
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt09101586
IRS990ScheduleA/TotalSupportAmt09177610
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
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IRS990/ScheduleBRequiredInd01
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IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt04371079
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt04404987
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IRS990ScheduleD/TotalExpensesPerForm990Amt04371079
IRS990ScheduleD/TotalRevenuePerForm990Amt04404987
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NORTHEAST TRANSITION INITIATIVE (NETI), A PARTNERSHIP OF ORGANIZATIONS AND LENDERS WITH COMPREHENSIVE EXPERIENCE IN EXIT-PLANNING AND OWNERSHIP TRANSITIONS. THE GOAL OF THE PARTNERSHIP IS TO RAISE PUBLIC AWARENESS OF THE EMPLOYEE OWNERSHIP OPTION, ACTIVATE A SMALL BUSINESS ECOSYSTEM ACROSS THE NORTHEAST, DEVELOP A ROBUST TRAINING PROGRAM, AND DOCUMENT BEST PRACTICES AND OUTCOMES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE EXECUTIVE COMMITTEE IS COMPOSED OF THE OFFICERS OF THE BOARD OF DIRECTORS. OTHERS CAN BE APPOINTED TO THE EXECUTIVE COMMITTEE AT THE DISCRETION OF THE CHAIR. THE EXECUTIVE COMMITTEE SHALL, UNDER THE DIRECTION OF THE BOARD, HAVE CHARGE OF THE ACTIVITIES OF THE INSTITUTE, AND IN ADDITION, BETWEEN SESSIONS OF THE BOARD OF DIRECTORS, SHALL HAVE ALL THE POWERS OF THE BOARD OF DIRECTORS IN THE MANAGEMENT AND DIRECTION OF THE BUSINESS AND AFFAIRS OF THE INSTITUTE EXCEPT AS LIMITED BY LAW, BY THE INSTITUTE'S ARTICLES OF INCORPORATION OR THESE BYLAWS, AND SHALL REPORT TO THE BOARD OF DIRECTORS ACTION WHICH THE COMMITTEE TAKES ON BEHALF OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AN OUTSIDE CPA FIRM PREPARES THE FORM 990 AND THE BOARD REVIEWS AND APPROVES IT BEFORE FILINGS WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OFFICERS AND DIRECTORS ARE REQUIRED TO DISCLOSE ACTUAL AND PERCEIVED CONFLICTS AS THEY MAY ARISE. THE CONFLICT-OF-INTEREST POLICY FOR BOARD MEMBERS IS OVERSEEN BY THE BOARD CHAIR, IT TAKES PLACE ANNUALLY AT THE ANNUAL MEETING IN NOVEMBER OR AT THE TIME OF APPOINTMENT. IF A CONFLICT IS NOTED, IT IS BROUGHT TO THE ATTENTION OF THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5SUBCONTRACTORS: PROGRAM SERVICE EXPENSES 1,153,945. MANAGEMENT AND GENERAL EXPENSES 4,393. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,158,338.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART III, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 1A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G

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