Civic Intelligence

Addison County Community Trust Inc

990 • Fiscal year 2022 • EIN 22-3032009

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 13, 2023

Organization ProfileWWW.ADDISONTRUST.ORG
272 Main StreetVergennes, VT 05491

(802) 877-2626

Siviq Scores

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

Liabilities / Assets

70th percentile

0.39x

Higher debt load relative to assets than 70% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

85th percentile

1.53x

Higher debt load relative to revenue than 85% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Net Margin

58th percentile

11%

Higher net margin than 58% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

26th percentile

$113,786

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 3.5% of source-year revenue.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2022

Asset Growth

54th percentile

1.7%

Faster asset growth than 54% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

34th percentile

-4.4%

Faster revenue growth than 34% of similar nonprofits.

2022 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$12,665,119

Up $207,023 (+1.7%) from 2021

Net Assets

Up

$7,743,988

Up $348,801 (+4.7%) from 2021

Liabilities

Down

$4,921,131

Down $141,778 (-2.8%) from 2021

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin58th percentile

Revenue

Down

$3,221,130

Down $146,821 (-4.4%) from 2021

Expenses

Up

$2,872,315

Up $360,732 (+14%) from 2021

Net Income

Down

$348,815

Down $507,553 (-59%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $9,352,553Liabilities 2010: $6,365,621Net Assets 2010: $2,986,9322010Assets 2011: $9,650,358Liabilities 2011: $6,821,379Net Assets 2011: $2,828,9792011Assets 2012: $9,826,919Liabilities 2012: $6,899,294Net Assets 2012: $2,927,6252012Assets 2013: $10,559,961Liabilities 2013: $7,291,410Net Assets 2013: $3,268,5512013Assets 2014: $10,369,159Liabilities 2014: $7,384,625Net Assets 2014: $2,984,5342014Assets 2015: $10,128,024Liabilities 2015: $7,048,876Net Assets 2015: $3,079,1482015Assets 2016: $10,228,328Liabilities 2016: $6,597,640Net Assets 2016: $3,630,6882016Assets 2017: $10,323,865Liabilities 2017: $6,381,846Net Assets 2017: $3,942,0192017Assets 2018: $10,220,166Liabilities 2018: $5,854,235Net Assets 2018: $4,365,9312018Assets 2019: $10,752,612Liabilities 2019: $5,636,572Net Assets 2019: $5,116,0402019Assets 2020: $11,822,229Liabilities 2020: $5,283,410Net Assets 2020: $6,538,8192020Assets 2021: $12,458,096Liabilities 2021: $5,062,909Net Assets 2021: $7,395,1872021Assets 2022: $12,665,119Liabilities 2022: $4,921,131Net Assets 2022: $7,743,9882022Assets 2023: $16,638,687Liabilities 2023: $5,218,346Net Assets 2023: $11,420,3412023Assets 2024: $17,190,549Liabilities 2024: $4,854,240Net Assets 2024: $12,336,3092024

Highlighted filing

2022

Assets$12,665,119
Liabilities$4,921,131
Net Assets$7,743,988
Open 2022 Filing

Operations Trend

Revenue Growth34th percentile

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

$8.0M$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $1,561,4252010Expenses 2011: $1,758,3332011Revenue 2012: $2,092,862Expenses 2012: $1,994,216Net Income 2012: $98,6462012Revenue 2013: $2,739,929Expenses 2013: $2,399,003Net Income 2013: $340,9262013Revenue 2014: $2,487,846Expenses 2014: $2,771,863Net Income 2014: -$284,0172014Revenue 2015: $2,208,182Expenses 2015: $2,113,568Net Income 2015: $94,6142015Revenue 2016: $2,602,124Expenses 2016: $2,050,584Net Income 2016: $551,5402016Revenue 2017: $2,090,529Expenses 2017: $2,296,598Net Income 2017: -$206,0692017Revenue 2018: $2,537,309Expenses 2018: $2,113,397Net Income 2018: $423,9122018Revenue 2019: $3,395,563Expenses 2019: $2,645,454Net Income 2019: $750,1092019Revenue 2020: $3,865,074Expenses 2020: $2,442,295Net Income 2020: $1,422,7792020Revenue 2021: $3,367,951Expenses 2021: $2,511,583Net Income 2021: $856,3682021Revenue 2022: $3,221,130Expenses 2022: $2,872,315Net Income 2022: $348,8152022Revenue 2023: $6,840,267Expenses 2023: $3,163,914Net Income 2023: $3,676,3532023Revenue 2024: $4,752,796Expenses 2024: $3,836,828Net Income 2024: $915,9682024

Highlighted filing

2022

Revenue$3,221,130
Expenses$2,872,315
Net Income$348,815
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 13, 2023
Return Version
2022v5.0
Gross Receipts
$3,249,314
Mission and Program Overview

Mission

Acct strives to enrich the lives of low and moderate income people of addison county by developing, managing and preserving quality, affordable housing and providing supports for families, seniors and individuals.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$8,499,157$8,385,115▼ $114,042
Cash and Non-Interest-Bearing Accounts$1,718,650$1,927,164▲ $208,514
Investments Program Related$1,060,408$1,049,560▼ $10,848
Other Notes and Loans Receivable, Net$476,879$482,043▲ $5,164
Accounts Receivable$328,355$348,864▲ $20,509
Savings and Temporary Cash Investments$266,999$294,094▲ $27,095
Pledges and Grants Receivable$25,000$92,140▲ $67,140
Prepaid Expenses and Deferred Charges$73,648$67,345▼ $6,303
Inventories for Sale or Use-$9,794-
Total Assets$12,458,096$12,665,119▲ $207,023
Other Assets Total$9,000$9,000→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$4,781,330$4,551,094▼ $230,236
Accounts Payable and Accrued Expenses$153,444$232,187▲ $78,743
Escrow Account Liability$84,935$86,178▲ $1,243
Deferred Revenue$43,200$51,672▲ $8,472
Total Liabilities$5,062,909$4,921,131▼ $141,778
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,911,857$7,195,658▲ $283,801
Net Assets With Donor Restrictions$483,330$548,330▲ $65,000
Total Net Assets Fund Balance$7,395,187$7,743,988▲ $348,801
Total Liabilities and Net Assets / Fund Balance$12,458,096$12,665,119▲ $207,023

Asset Categories

AssetBook ValueDepreciationBasis
Land$5,832,797-$5,832,797
Leasehold Improvements$1,505,138$2,468,646$3,973,784
Buildings$665,463$464,473$1,129,936
Other Land Buildings$381,522-$381,522
Equipment$195$51,819$52,014
Investment Program Related Org$1,049,560--
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elise ShanbackerExecutive DiFT$108,719$5,067$113,786

Board Members and Trustees

NameTitle
John BarstowPresident
Anna BurnsDirector
Barry FrancisDirector
Crystal SabillonDirector
Elizabeth GoldenDirector
Ingrid PixleyDirector
Jon CrystalDirector
Natasha SenDirector
Peggy NelsonDirector
Abi SessionsSecretary
Robert CoffeyTreasurer
David HamiltonVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$730,819
Program Service Revenue
$2,471,611
Investment Income
$-38,745
Other Revenue
$57,445
All Other Contributions
$364,028
Change in Net Assets
$348,815

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,221,130
Total Revenue per Audited Statements
$3,221,130
Total Revenue per Form 990
$3,221,130
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,409,819
Salaries, Compensation, and Employee Benefits$1,375,372
Grants and Similar Amounts Paid$87,124
Total Fundraising Expense$36,381
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$904,934$69,936$11,699$986,569
Occupancy$729,678$3,766$833$734,277
Depreciation Depletion$225,037$1,801$398$227,236
Other Employee Benefits$150,527$16,093$3,488$170,108
Office Expenses$110,673$10,800$2,389$123,862
Interest$113,385$1,797$398$115,580
Current Officers, Directors, Trustees, and Key Employees$62,582$38,687$12,516$113,785
Grants to Domestic Individuals$87,124--$87,124
Payroll Taxes$73,416$8,135$1,800$83,351
Fees for Services Other$48,706$5,397$1,194$55,297
Insurance$44,181$1,793$397$46,371
Conferences and Meetings$34,237$3,794$840$38,871
Fees for Services Legal$29,560--$29,560
Pension Plan Contributions$19,970$1,385$204$21,559
Other Expenses$19,932$642$142$20,716
Fees for Services Accounting-$14,200-$14,200
Advertising$3,390$376$83$3,849
Total Functional Expenses$2,657,332$178,602$36,381$2,872,315

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,872,315
Total Expenses per Audited Statements$2,872,315
Total Expenses per Form 990$2,872,315
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
Yes
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 finance director for accuracy and is then sent to the board finance committee who also reviews it and recommends its acceptance to the board.”

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

“Forms are collected and reviewed annually at the may meeting.”

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

“The executive committee of the board performs the executive director's annual employment review and then determines her salary and annual bonus.”

Form 990, Page 6, Part VI, Line 18

“The 990 is available on guidestar and upon request.”

Form 990, Page 6, Part VI, Line 19

“Documents are available upon request. Financials are published in the annual report on acct's website.”

Filing and Contact Details

Filer

Filer Name
Addison County Community Trust
EIN
22-3032009
Phone
8028772626
Address
272 MAIN STREET, VERGENNES, VT 05491

Signing Officer

Name
Elise Shanbacker
Title
Executive Director
Phone
8028772626
Signed
2023-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Elise Shanbacker
Formed
1989
Legal Domicile
Vt
Voting Board Members
12
Independent Board Members
12
Employees
30
Volunteers
25

Preparer

Firm
Jmm & Associates Pc
Address
463 MOUNTAIN VIEW DRIVE SUITE 403, COLCHESTER, VT 05446
Preparer
Randall L Sargent CPA
Phone
8026555665
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part IV, Line 2B

“Addison county community trust's escrow liability account reflects funds held temporarily for the payment of property tax and insurance and tenant security deposits. Addison county community trust is acting in the capacity of a third-party on behalf of their tenants.”

Schedule D, Page 3, Part X

“Acct 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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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/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
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IRS990/OtherRevenueTotalAmt057445
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt011699
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt069936
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0904934
IRS990/OtherSalariesAndWagesGrp/TotalAmt0986569
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IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01800
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08135
IRS990/PayrollTaxesGrp/ProgramServicesAmt073416
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IRS990/PensionPlanContributionsGrp/FundraisingAmt0204
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01385
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt019970
IRS990/PensionPlanContributionsGrp/TotalAmt021559
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt025000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt092140
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt067345
IRS990/PrincipalOfficerNm0ELISE SHANBACKER
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IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgramServiceRevenueGrp/Desc1PARK MANAGEMENT FEES
IRS990/ProgramServiceRevenueGrp/Desc2APARTMENT MANAGEMENT SERVICES
IRS990/ProgramServiceRevenueGrp/Desc3DEVELOPMENT FEES
IRS990/ProgramServiceRevenueGrp/Desc4HOMELAND FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01500729
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1461102
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2389505
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt390000
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1461102
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2389505
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt390000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt430275
IRS990/ProgSrvcAccomActy2Grp/Desc0REHAB AND DEVELOPMENT: REHAB AND DEVELOPMENT OF NEW AFFORDABLE HOUSING UNITS TO ALLEVIATE THE COUNTY'S LESS-THAN-ONE-PERCENT VACANCY RATE, INCLUDING MULTIFAMILY APARTMENTS AND SINGLE-FAMILY HOMES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0181282
IRS990/ProgSrvcAccomActy2Grp/GrantAmt087124
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt090000
IRS990/ProgSrvcAccomActy3Grp/Desc0RESIDENT SERVICES: PROVIDING SASH (SUPPORT AND SERVICES AT HOME) SERVICES FOR ACCT SENIOR HOUSING RESIDENTS AND RESIDENTS IN THE SURROUNDING COMMUNITIES. APPROXIMATELY 190 SENIORS WERE SERVED IN 2022. ALSO PROVIDING RESIDENT SUPPORT SERVICES AS NEEDED TO ACCT RESIDENTS. APPROXIMATELY 97 HOUSEHOLDS WERE SERVED IN 2022.
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IRS990/PYOtherRevenueAmt07167
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IRS990/PYRevenuesLessExpensesAmt0856368
IRS990/PYSalariesCompEmpBnftPaidAmt01146514
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IRS990/PYTotalRevenueAmt03367951
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IRS990/ReportLandBuildingEquipmentInd0true
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Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,665,119
Liabilities
$4,921,131
Net assets
$7,743,988
Revenue
$3,221,130
Expenses
$2,872,315
Net income
$348,815
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$17.2$4.85$12.3$4.75$3.84$0.92
2023Detailed filing. Detailed filing data is available for this year.$16.6$5.22$11.4$6.84$3.16$3.68
2022Detailed filing. Detailed filing data is available for this year.$12.7$4.92$7.74$3.22$2.87$0.35
2021Detailed filing. Detailed filing data is available for this year.$12.5$5.06$7.40$3.37$2.51$0.86
2020Detailed filing. Detailed filing data is available for this year.$11.8$5.28$6.54$3.87$2.44$1.42
2019Detailed filing. Detailed filing data is available for this year.$10.8$5.64$5.12$3.40$2.65$0.75
2018Detailed filing. Detailed filing data is available for this year.$10.2$5.85$4.37$2.54$2.11$0.42
2017Detailed filing. Detailed filing data is available for this year.$10.3$6.38$3.94$2.09$2.30$0.21
2016Detailed filing. Detailed filing data is available for this year.$10.2$6.60$3.63$2.60$2.05$0.55
2015Detailed filing. Detailed filing data is available for this year.$10.1$7.05$3.08$2.21$2.11$0.09
2014Detailed filing. Detailed filing data is available for this year.$10.4$7.38$2.98$2.49$2.77$0.28
2013Detailed filing. Detailed filing data is available for this year.$10.6$7.29$3.27$2.74$2.40$0.34
2012Summary only. Only limited summary data is available for this year.$9.83$6.90$2.93$2.09$1.99$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.65$6.82$2.83$1.76
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.35$6.37$2.99$1.56