Civic Intelligence

Advance Transit Inc.

990 • Fiscal year 2025 • EIN 22-2558708

Jul 01, 2024 to Jun 30, 2025

Organization ProfileWWW.ADVANCETRANSIT.COM
PO Box 1027Wilder, VT 05088

(802) 295-1824

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$26,270,254

Up $6,848,691 (+35%) from 2024

Net Assets

Up

$25,774,199

Up $6,711,222 (+35%) from 2024

Liabilities

Up

$496,055

Up $137,469 (+38%) from 2024

Revenue And Expenses

Revenue

Up

$15,968,898

Up $6,964,408 (+77%) from 2024

Expenses

Up

$9,257,676

Up $1,000,413 (+12%) from 2024

Net Income

Up

$6,711,222

Up $5,963,995 (+798%) from 2024

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2011: $9,980,845Liabilities 2011: $481,808Net Assets 2011: $9,499,0372011Assets 2012: $9,530,011Liabilities 2012: $352,973Net Assets 2012: $9,177,0382012Assets 2013: $9,631,550Liabilities 2013: $263,996Net Assets 2013: $9,367,5542013Assets 2014: $9,245,594Liabilities 2014: $283,571Net Assets 2014: $8,962,0232014Assets 2015: $8,789,091Liabilities 2015: $213,986Net Assets 2015: $8,575,1052015Assets 2016: $8,743,469Liabilities 2016: $281,486Net Assets 2016: $8,461,9832016Assets 2017: $9,368,585Liabilities 2017: $262,019Net Assets 2017: $9,106,5662017Assets 2018: $11,204,637Liabilities 2018: $263,147Net Assets 2018: $10,941,4902018Assets 2019: $14,117,959Liabilities 2019: $227,882Net Assets 2019: $13,890,0772019Assets 2020: $15,221,271Liabilities 2020: $1,018,229Net Assets 2020: $14,203,0422020Assets 2021: $16,089,126Liabilities 2021: $1,045,268Net Assets 2021: $15,043,8582021Assets 2022: $17,081,099Liabilities 2022: $254,663Net Assets 2022: $16,826,4362022Assets 2023: $18,671,790Liabilities 2023: $358,128Net Assets 2023: $18,313,6622023Assets 2024: $19,421,563Liabilities 2024: $358,586Net Assets 2024: $19,062,9772024Assets 2025: $26,270,254Liabilities 2025: $496,055Net Assets 2025: $25,774,1992025

Highlighted filing

2025

Assets$26,270,254
Liabilities$496,055
Net Assets$25,774,199
Open 2025 Filing

Operations Trend

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2011: $4,365,9222011Expenses 2012: $4,549,6632012Expenses 2013: $4,619,6092013Revenue 2014: $4,316,993Expenses 2014: $4,722,524Net Income 2014: -$405,5312014Revenue 2015: $4,387,516Expenses 2015: $5,012,553Net Income 2015: -$625,0372015Revenue 2016: $4,691,926Expenses 2016: $4,805,048Net Income 2016: -$113,1222016Revenue 2017: $5,485,230Expenses 2017: $4,840,648Net Income 2017: $644,5822017Revenue 2018: $6,699,371Expenses 2018: $4,864,447Net Income 2018: $1,834,9242018Revenue 2019: $8,396,717Expenses 2019: $5,448,130Net Income 2019: $2,948,5872019Revenue 2020: $6,435,643Expenses 2020: $6,122,678Net Income 2020: $312,9652020Revenue 2021: $7,196,962Expenses 2021: $6,356,146Net Income 2021: $840,8162021Revenue 2022: $7,862,543Expenses 2022: $6,079,965Net Income 2022: $1,782,5782022Revenue 2023: $8,660,374Expenses 2023: $7,173,802Net Income 2023: $1,486,5722023Revenue 2024: $9,004,490Expenses 2024: $8,257,263Net Income 2024: $747,2272024Revenue 2025: $15,968,898Expenses 2025: $9,257,676Net Income 2025: $6,711,2222025

Highlighted filing

2025

Revenue$15,968,898
Expenses$9,257,676
Net Income$6,711,222
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Apr 28, 2026
Return Version
2024v5.0
Gross Receipts
$15,979,062
Mission and Program Overview

Mission

To assure continued livability and accessibility of upper valley communities by providing safe, effective and friendly public transportation services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$12,641,981$14,040,967▲ $1,398,986
Pledges and Grants Receivable$2,514,285$8,351,826▲ $5,837,541
Savings and Temporary Cash Investments$3,882,911$3,429,454▼ $453,457
Inventories for Sale or Use$191,239$218,284▲ $27,045
Prepaid Expenses and Deferred Charges$145,189$149,409▲ $4,220
Cash and Non-Interest-Bearing Accounts$45,958$80,314▲ $34,356
Total Assets$19,421,563$26,270,254▲ $6,848,691
Liabilities
Accounts Payable and Accrued Expenses$358,586$496,055▲ $137,469
Total Liabilities$358,586$496,055▲ $137,469
Net Assets / Fund Balance
Net Assets With Donor Restrictions$14,445,050$21,119,221▲ $6,674,171
Net Assets Without Donor Restrictions$4,617,927$4,654,978▲ $37,051
Total Net Assets Fund Balance$19,062,977$25,774,199▲ $6,711,222
Total Liabilities and Net Assets / Fund Balance$19,421,563$26,270,254▲ $6,848,691

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$9,131,773$7,831,259$16,963,032
Buildings$4,645,836$1,792,768$6,438,604
Land$263,358-$263,358
Other Land Buildings-$47,804$47,804
Compensation and Service Providers

Employees

NameTitleBaseOtherTotal
Adams CarrollExecutive Di$138,095$15,770$153,865
Adams CarrollExecutive Director$138,095$15,770$153,865
Ashley ManningChief Operat$134,489$6,873$141,362
Jason BilbyController$127,740$6,451$134,191

Board Members and Trustees

NameTitle
Rebecca OwensPresident
Tanya HasicBoard Direct
Ana AzuelaBoard Member
Bethany Fleishman Left 6302025Board Member
Devin WilkieBoard Member
James TaylorBoard Member
John HaffnerBoard Member
Kathie NoletBoard Member
Lori FortiniBoard Member
Mark BradleyBoard Member
Matt OsbornBoard Member
Mike SchellerBoard Member
PATRICK O'NEILL LEFT 6302025Board Member
Rita SetoBoard Member
Robert HousemanBoard Member
Sara GlennonBoard Member
John HaffnerSecrtary
Georgios KatsarosTreasurer
Mark BeliveauVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$15,861,697
Program Service Revenue
$0
Investment Income
$34,691
Other Revenue
$72,510
All Other Contributions
$8,100,429
Change in Net Assets
$6,711,222

Audited Revenue Reconciliation

Revenue per Audited Statements
$15,968,898
Total Revenue per Audited Statements
$15,968,898
Total Revenue per Form 990
$15,968,898
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,078,045
Other Expenses$3,179,631
Total Fundraising Expense$53,309
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,493,566$807,766$10,944$4,312,276
Depreciation Depletion$1,266,290$240,539-$1,506,829
Other Employee Benefits$934,485$215,864$2,448$1,152,797
Insurance$352,845$11,103$69$364,017
Payroll Taxes$262,265$84,321$910$347,496
Occupancy$202,329--$202,329
Office Expenses$31,626$110,344$37,797$179,767
Current Officers, Directors, Trustees, and Key Employees-$155,412-$155,412
Pension Plan Contributions$91,894$17,029$1,141$110,064
Other Expenses$57,949$8,259-$57,949
Advertising$48,890--$48,890
Fees for Services Accounting-$42,516-$42,516
Fees for Services Other$16,244$11,865-$28,109
Fees for Services Legal-$7,084-$7,084
Travel$544$234-$778
Total Functional Expenses$7,492,031$1,712,336$53,309$9,257,676

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$9,257,676
Total Expenses per Audited Statements$9,257,676
Total Expenses per Form 990$9,257,676
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
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

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The 990 is reviewed by the director of finance and adminstration, the executive director and the full board of directors prior to submission of the return.”

Form 990, Page 6, Part VI, Line 12C

“If a conflict of interest is identified, the voting member(s) with the conflict abstains from casting a vote.”

Form 990, Page 6, Part VI, Line 15A

“The board of directors executive committee functions as the board compenstion committee with responsibility for evaulating and setting the compensation and benefits for the executive director.”

Form 990, Page 6, Part VI, Line 19

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

Filing and Contact Details

Filer

Filer Name
Advance Transit Inc
EIN
22-2558708
Phone
8022951824
Address
PO BOX 1027, WILDER, VT 05088

Signing Officer

Name
Teri Palmer
Title
Executive Director
Phone
8023247378
Signed
2026-04-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Teri Palmer
Formed
1984
Legal Domicile
Vt
Voting Board Members
18
Independent Board Members
18
Employees
72
Volunteers
13

Preparer

Firm
Jmm & Associates Pc
Address
463 MOUNTAIN VIEW DR STE 403, COLCHESTER, VT 05446
Preparer
Amity Baker CPA
Phone
8026555665
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“The organization believes that it has appropriate support for any tax positions taken and, as such, does not have any uncertain tax positions that are material to the financial statements.”

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Document Assets

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Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,270,254
Liabilities
$496,055
Net assets
$25,774,199
Revenue
$15,968,898
Expenses
$9,257,676
Net income
$6,711,222
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$26.3$0.50$25.8$16.0$9.26$6.71
2024Detailed filing. Detailed filing data is available for this year.$19.4$0.36$19.1$9.00$8.26$0.75
2023Detailed filing. Detailed filing data is available for this year.$18.7$0.36$18.3$8.66$7.17$1.49
2022Detailed filing. Detailed filing data is available for this year.$17.1$0.25$16.8$7.86$6.08$1.78
2021Detailed filing. Detailed filing data is available for this year.$16.1$1.05$15.0$7.20$6.36$0.84
2020Summary only. Only limited summary data is available for this year.$15.2$1.02$14.2$6.44$6.12$0.31
2019Summary only. Only limited summary data is available for this year.$14.1$0.23$13.9$8.40$5.45$2.95
2018Detailed filing. Detailed filing data is available for this year.$11.2$0.26$10.9$6.70$4.86$1.83
2017Detailed filing. Detailed filing data is available for this year.$9.37$0.26$9.11$5.49$4.84$0.64
2016Detailed filing. Detailed filing data is available for this year.$8.74$0.28$8.46$4.69$4.81$0.11
2015Detailed filing. Detailed filing data is available for this year.$8.79$0.21$8.58$4.39$5.01$0.63
2014Detailed filing. Detailed filing data is available for this year.$9.25$0.28$8.96$4.32$4.72$0.41
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.63$0.26$9.37$4.62
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.53$0.35$9.18$4.55
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.98$0.48$9.50$4.37