Civic Intelligence

The Initiative a Vermont Waldorf

EIN 45-3784805 • 501(c)3 • Plainfield, VT

Profile

To create, nurture, and maintain a healthy, thriving and affordable secondary education program out of an anthroposophically based picture of the threefold human being (body, soul, and spirit) that will serve interested families and their high school students in the central vermont area.

PO Box 95Plainfield, VT 05667

vtwhs.org

Siviq Scores

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

Liabilities / Assets

94th percentile

1.21x

Higher debt load relative to assets than 94% of similar nonprofits.

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

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2019

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2019

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

Asset Growth

55th percentile

0.0%

Faster asset growth than 55% of similar nonprofits.

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

Revenue Growth

3rd percentile

-100%

Faster revenue growth than 3% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets94th percentile

Assets

Flat

$16,586

Flat from 2018

Liabilities

Flat

$20,000

Flat from 2018

Net Assets

Flat

-$3,414

Flat from 2018

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $1,112 (-100%) from 2018

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

Asset Growth55th percentile

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

$100K$50K$0-$50KAssets 2014: $16,686Liabilities 2014: $58,047Net Assets 2014: -$41,3612014Assets 2015: $36,320Liabilities 2015: $49,550Net Assets 2015: -$13,2302015Assets 2016: $13,179Liabilities 2016: $38,283Net Assets 2016: -$25,1042016Assets 2017: $33,393Liabilities 2017: $20,051Net Assets 2017: $13,3422017Assets 2018: $16,586Liabilities 2018: $20,000Net Assets 2018: -$3,4142018Assets 2019: $16,586Liabilities 2019: $20,000Net Assets 2019: -$3,4142019

Highlighted filing

2019

Assets$16,586
Liabilities$20,000
Net Assets-$3,414
Open 2019 Filing

Operations Trend

Revenue Growth3rd percentile

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

$300K$200K$100K$0-$100KRevenue 2014: $212,238Expenses 2014: $249,933Net Income 2014: -$37,6952014Revenue 2015: $299,631Expenses 2015: $271,500Net Income 2015: $28,1312015Revenue 2016: $276,935Expenses 2016: $288,809Net Income 2016: -$11,8742016Revenue 2017: $281,693Expenses 2017: $243,247Net Income 2017: $38,4462017Revenue 2018: $1,112Expenses 2018: $17,868Net Income 2018: -$16,7562018Revenue 2019: $02019

Highlighted filing

2019

Revenue$0
Expenses-
Net Income-
Open 2019 Filing

Filings

Most recent year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,586
Liabilities
$20,000
Net assets
-$3,414
Revenue
$0
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.17$0.20$0.03$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.17$0.20$0.03$0.01$0.18$0.17
2017Detailed filing. Detailed filing data is available for this year.$0.33$0.20$0.13$2.82$2.43$0.38
2016Detailed filing. Detailed filing data is available for this year.$0.13$0.38$0.25$2.77$2.89$0.12
2015Detailed filing. Detailed filing data is available for this year.$0.36$0.50$0.13$3.00$2.72$0.28
2014Detailed filing. Detailed filing data is available for this year.$0.17$0.58$0.41$2.12$2.50$0.38
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jul 15, 2020
Return Version
2018v3.1
Mission and Program Overview

Mission

To create, nurture, and maintain a healthy, thriving and affordable secondary education program out of an anthroposophically based picture of the threefold human being (body, soul, and spirit) that will serve interested families and their high school students in the central vermont area.

Program Services

DescriptionGrantsExpenses
The Initiative cultivates each student's capacity for lively independent thinking, artistic interpretation, and moral courage for responsible action. At our school, students discover who they are and develop the capacity for living fully into the future as it unfolds for them. At the Initiative, our curriculum integrates the disciplines of science, math, technology, humanities, movement, fine arts, and practical arts. Through the development of these capacities, we strive to educate the whole human being in a healthy and balanced manner. We seek to practice the principles of Waldorf education suitable for Vermont; a changing socio economic environment; and an evolving world. Our vision is to develop thoughtful, fulfilled citizens who have the capacity to think imaginatively, communicate effectively, relate compassionately, and take initiative to effect healthy change in our world.--
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT MCKAYDirector-$0--
ANDREW PERCHLIKTreasurer & Sec-$0--
MEG SCHERBATSKOYDirector-$0--
PAM VANDEURSENChair-$0--
CAITLYN EBERSONDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Initiative a Vermont Waldorf
EIN
45-3784805
Phone
8024541053
Address
PO BOX 95, PLAINFIELD, VT 05667

Signing Officer

Name
Andrew Perchlik
Title
Treasurer & Sec
Signed
2020-07-15
Discuss with paid preparer
Yes

Preparer

Firm
Fothergill Segale & Valley CPAs
Address
143 Barre Street, Montpelier, VT 05602
Preparer
E Lela McCaffrey CPA
Phone
8022236261
Supplemental Narrative

Additional Explanations

Other Assets.1002

“Furniture and Fixtures - Beginning $1002 Furniture and Fixtures - Ending $1002”

Total Liabilities.1006

“Payable to Officers, Directors, Etc. - Beginning $20000 Payable to Officers, Directors, Etc. - Ending $20000”

Raw XML Appendix143 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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IRS990EZ/BooksInCareOfDetail/PhoneNum08024263127
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 95
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0PLAINFIELD
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VT
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd005667
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt015584
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt015584
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016586
IRS990EZ/Form990TotalAssetsGrp/EOYAmt016586
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/LoansToFromOfficersAmt020000
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0true
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-3414
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-3414
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-3414
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-3414
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROBERT MCKAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ANDREW PERCHLIK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MEG SCHERBATSKOY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3PAM VANDEURSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CAITLYN EBERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Treasurer & Sec
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt01002
IRS990EZ/OtherAssetsTotalDetail/EOYAmt01002
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO CREATE, NURTURE, AND MAINTAIN A HEALTHY, THRIVING AND AFFORDABLE SECONDARY EDUCATION PROGRAM OUT OF AN ANTHROPOSOPHICALLY BASED PICTURE OF THE THREEFOLD HUMAN BEING (BODY, SOUL, AND SPIRIT) THAT WILL SERVE INTERESTED FAMILIES AND THEIR HIGH SCHOOL STUDENTS IN THE CENTRAL VERMONT AREA.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The Initiative cultivates each student's capacity for lively independent thinking, artistic interpretation, and moral courage for responsible action. At our school, students discover who they are and develop the capacity for living fully into the future as it unfolds for them. At the Initiative, our curriculum integrates the disciplines of science, math, technology, humanities, movement, fine arts, and practical arts. Through the development of these capacities, we strive to educate the whole human being in a healthy and balanced manner. We seek to practice the principles of Waldorf education suitable for Vermont; a changing socio economic environment; and an evolving world. Our vision is to develop thoughtful, fulfilled citizens who have the capacity to think imaginatively, communicate effectively, relate compassionately, and take initiative to effect healthy change in our world.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0true
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt020000
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt020000
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/SchoolInd0X
IRS990ScheduleE/ComplianceWithRevProc7550Ind0true
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd0false
IRS990ScheduleE/DiscriminateRaceAthltProgInd0false
IRS990ScheduleE/DiscriminateRaceEducPlcyInd0false
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd0false
IRS990ScheduleE/DiscriminateRaceOtherActyInd0false
IRS990ScheduleE/DiscriminateRaceSchsInd0false
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd0false
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd0false
IRS990ScheduleE/GovernmentFinancialAidRcvdInd0false
IRS990ScheduleE/GovernmentFinancialAidRvkdInd0false
IRS990ScheduleE/MaintainCpyOfAllSolInd0true
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd0true
IRS990ScheduleE/MaintainRacialCompRecsInd0true
IRS990ScheduleE/MaintainScholarshipsRecsInd0true
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd0true
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd0true
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd0true
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0Schedule E, Line 3 - Racially Nondiscriminatory Policy Publicized
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc1Schedule E, Line 4 - Explanation of Records and Materials Not Maintained
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc2Schedule E, Line 5 - Explanation of Organization Discrimination by Race
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt020000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0CASH FLOW
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt020000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0JAN ZEMBA
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0EMPLOYEE
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0true
IRS990ScheduleL/TotalBalanceDueAmt020000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Furniture and Fixtures - Beginning $1002 Furniture and Fixtures - Ending $1002
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Payable to Officers, Directors, Etc. - Beginning $20000 Payable to Officers, Directors, Etc. - Ending $20000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Assets.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Total Liabilities.1006
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREW PERCHLIK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer & Sec
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-07-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE INITIATIVE A VERMONT WALDORF
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HIGH SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0INIT
ReturnHeader/Filer/EIN0453784805
ReturnHeader/Filer/PhoneNum08024541053
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 95
ReturnHeader/Filer/USAddress/CityNm0PLAINFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VT
ReturnHeader/Filer/USAddress/ZIPCd005667
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0030300841
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Fothergill Segale & Valley CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0143 Barre Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Montpelier
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd005602
ReturnHeader/PreparerPersonGrp/PhoneNum08022236261
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0E Lela McCaffrey CPA
ReturnHeader/ReturnTs02020-07-15T14:36:30-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-07-01
ReturnHeader/TaxPeriodEndDt02019-06-30
ReturnHeader/TaxYr02018

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