Civic Intelligence

The Initiative a Vermont Waldorf High School

990 • Fiscal year 2017 • EIN 45-3784805

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 09, 2017

Organization ProfileVTWHS.ORG
PO Box 95Plainfield, VT 05667

(802) 454-1053

Siviq Scores

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

Liabilities / Assets

91st percentile

0.60x

Higher debt load relative to assets than 91% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

79th percentile

0.07x

Higher debt load relative to revenue than 79% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Net Margin

69th percentile

14%

Higher net margin than 69% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

88th percentile

$35,128

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 12.5% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

94th percentile

153%

Faster asset growth than 94% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

51st percentile

1.7%

Faster revenue growth than 51% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$33,393

Up $20,214 (+153%) from 2016

Net Assets

Up

$13,342

Up $38,446 (+153%) from 2016

Liabilities

Down

$20,051

Down $18,232 (-48%) from 2016

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin69th percentile

Revenue

Up

$281,693

Up $4,758 (+1.7%) from 2016

Expenses

Down

$243,247

Down $45,562 (-16%) from 2016

Net Income

Up

$38,446

Up $50,320 (+424%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$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

2017

Assets$33,393
Liabilities$20,051
Net Assets$13,342
Open 2017 Filing

Operations Trend

Revenue Growth51st percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$281,693
Expenses$243,247
Net Income$38,446
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 9, 2017
Return Version
2016v3.0
Gross Receipts
$281,693
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$2,391$23,969▲ $21,578
Loans From Officers Directors$34,500$20,000▼ $14,500
Accounts Receivable$8,823$5,029▼ $3,794
Savings and Temporary Cash Investments-$2,992-
Land, Buildings, and Equipment, Net$1,964$1,403▼ $561
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$13,179$33,393▲ $20,214
Other Assets Total$1$0▼ $1
Liabilities
Accounts Payable and Accrued Expenses$3,783$51▼ $3,732
Total Liabilities$38,283$20,051▼ $18,232
Net Assets / Fund Balance
Unrestricted Net Assets$-32,890$13,342▲ $46,232
Temporarily Rstr Net Assets$7,786--
Total Net Assets Fund Balance$-25,104$13,342▲ $38,446
Total Liabilities and Net Assets / Fund Balance$13,179$33,393▲ $20,214

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$1,403$3,088$4,491
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Robert MckayFaculty RepFT$35,128$35,128
Meg ScherbatskoyDirectorPT$19,763$19,763

Board Members and Trustees

NameTitle
Pam VandeursenPresident
Caitlyn EbersonDirector
Andrew PerchlikTreasurer & Sec
Revenue and Support

Revenue Composition

Contributions and Grants
$162,715
Program Service Revenue
$118,975
Investment Income
$3
Other Revenue
$0
All Other Contributions
$162,715
Change in Net Assets
$38,446
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$155,775
Other Expenses$87,472
Total Fundraising Expense$1,675
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$99,099--$99,099
Occupancy$47,943--$47,943
Current Officers, Directors, Trustees, and Key Employees$44,282--$44,282
Payroll Taxes$12,394--$12,394
Insurance$9,057--$9,057
Office Expenses$819$763$1,675$3,257
Fees for Services Accounting-$3,200-$3,200
Fees for Services Other$2,521--$2,521
Depreciation Depletion$561--$561
Other Expenses$57--$57
Total Functional Expenses$237,609$3,963$1,675$243,247
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$34,500$20,000▼ $14,500
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
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, Line 2: Description of Business or Family Relationship of Officers, Directors, Et

“One officer is married to a staff person.”

Form 990, Part VI, Line 11B: Form 990 Review Process

“Reviewed by board”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“Board members are asked to disclose any potential conflicts whenever they arise.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“The board uses comparable data from other Waldorf High schools of North America”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“990 is available on guidestar.org. All other documents are available upon request.”

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
2017-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Andrew Perchlik
Formed
2012
Legal Domicile
Vt
Voting Board Members
5
Independent Board Members
4
Employees
14
Volunteers
15

Preparer

Firm
Fothergill Segale & Valley CPAs
Address
143 Barre Street, Montpelier, VT 05602
Preparer
E Lela McCaffrey CPA
Phone
8022236261
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IRS990/Desc0The 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.
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt01403
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt03088
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt04491
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01403
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
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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
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ONE OFFICER IS MARRIED TO A STAFF PERSON.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Reviewed by board
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD MEMBERS ARE ASKED TO DISCLOSE ANY POTENTIAL CONFLICTS WHENEVER THEY ARISE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The board uses comparable data from other Waldorf High schools of North America
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4990 IS AVAILABLE ON GUIDESTAR.ORG. ALL OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 2: Description of Business or Family Relationship of Officers, Directors, Et
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
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IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalEmployeeCnt014
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt01675
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0237609
IRS990/TotalFunctionalExpensesGrp/TotalAmt0243247
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesEOYAmt020051
IRS990/TotalLiabilitiesGrp/BOYAmt038283
IRS990/TotalLiabilitiesGrp/EOYAmt020051
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-25104
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt013342
IRS990/TotalProgramServiceExpensesAmt0237609
IRS990/TotalProgramServiceRevenueAmt0118975
IRS990/TotalReportableCompFromOrgAmt054891
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0118978
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0281693
IRS990/TotalVolunteersCnt015
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt033393
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-32890
IRS990/UnrestrictedNetAssetsGrp/EOYAmt013342
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 95
IRS990/USAddress/CityNm0PLAINFIELD
IRS990/USAddress/StateAbbreviationCd0VT
IRS990/USAddress/ZIPCd005667
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0VTWHS.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANDREW PERCHLIK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer & Sec
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-09
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/PreparerFirmName/BusinessNameLine1Txt0Fothergill Segale & Valley CPAs
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0143 Barre Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Montpelier
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VT

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,393
Liabilities
$20,051
Net assets
$13,342
Revenue
$281,693
Expenses
$243,247
Net income
$38,446
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