Civic Intelligence

Vbr Research and Education Foundation Inc.

990 • Fiscal year 2017 • EIN 46-0716588

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 18, 2018

Organization ProfileN/A
30 Kimball Ave Suite 300South Burlington, VT 05403

(802) 865-0410

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

98th percentile

88%

Higher net margin than 98% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

96th percentile

$216,885

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 107.7% of source-year revenue.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

86th percentile

37%

Faster asset growth than 86% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

99th percentile

883%

Faster revenue growth than 99% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$793,345

Up $213,457 (+37%) from 2016

Net Assets

Up

$793,345

Up $213,457 (+37%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin98th percentile

Revenue

Up

$201,314

Up $180,838 (+883%) from 2016

Expenses

Down

$23,252

Down $15,532 (-40%) from 2016

Net Income

Up

$178,062

Up $196,370 (+1073%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$1.0M$500K$0Assets 2013: $612,577Liabilities 2013: $12,001Net Assets 2013: $600,5762013Assets 2014: $668,529Liabilities 2014: $4,5222014Assets 2015: $577,022Liabilities 2015: $8,234Net Assets 2015: $568,7882015Assets 2016: $579,888Liabilities 2016: $0Net Assets 2016: $579,8882016Assets 2017: $793,345Liabilities 2017: $0Net Assets 2017: $793,3452017Assets 2018: $822,717Liabilities 2018: $39,325Net Assets 2018: $783,3922018Assets 2019: $830,022Liabilities 2019: $91,775Net Assets 2019: $738,2472019Assets 2020: $801,933Liabilities 2020: $37,150Net Assets 2020: $764,7832020Assets 2021: $991,054Liabilities 2021: $51,827Net Assets 2021: $939,2272021Assets 2022: $745,926Liabilities 2022: $41,244Net Assets 2022: $704,6822022Assets 2023: $781,108Liabilities 2023: $71,271Net Assets 2023: $709,8372023Assets 2024: $800,955Liabilities 2024: $40,838Net Assets 2024: $760,1172024

Highlighted filing

2017

Assets$793,345
Liabilities$0
Net Assets$793,345
Open 2017 Filing

Operations Trend

Revenue Growth99th percentile

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

$1.0M$500K$0-$500KRevenue 2013: $786,643Expenses 2013: $199,732Net Income 2013: $586,9112013Revenue 2014: $284,013Expenses 2014: $184,761Net Income 2014: $99,2522014Revenue 2015: $70,016Expenses 2015: $160,467Net Income 2015: -$90,4512015Revenue 2016: $20,476Expenses 2016: $38,784Net Income 2016: -$18,3082016Revenue 2017: $201,314Expenses 2017: $23,252Net Income 2017: $178,0622017Revenue 2018: $216,884Expenses 2018: $188,973Net Income 2018: $27,9112018Revenue 2019: $97,853Expenses 2019: $218,865Net Income 2019: -$121,0122019Revenue 2020: $297,217Expenses 2020: $213,341Net Income 2020: $83,8762020Revenue 2021: $335,823Expenses 2021: $221,467Net Income 2021: $114,3562021Revenue 2022: $116,901Expenses 2022: $239,516Net Income 2022: -$122,6152022Revenue 2023: $351,699Expenses 2023: $366,612Net Income 2023: -$14,9132023Revenue 2024: $445,559Expenses 2024: $436,722Net Income 2024: $8,8372024

Highlighted filing

2017

Revenue$201,314
Expenses$23,252
Net Income$178,062
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 18, 2018
Return Version
2017v2.3
Gross Receipts
$353,939
Mission and Program Overview

Mission

The organization is dedicated to improving outcomes from education and social services for children ages prenatal to 22, and ensuring sustainable funding, cost containment and accountability of taxpayer dollars.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$555,570$602,447▲ $46,877
Pledges and Grants Receivable$15,000$162,000▲ $147,000
Cash and Non-Interest-Bearing Accounts$9,318$28,898▲ $19,580
Total Assets$579,888$793,345▲ $213,457
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$590,836$802,942▲ $212,106
Unrestricted Net Assets$-10,948$-9,597▲ $1,351
Total Net Assets Fund Balance$579,888$793,345▲ $213,457
Total Liabilities and Net Assets / Fund Balance$579,888$793,345▲ $213,457
Compensation and Service Providers
Top Officer Pay96th percentile

Board Members and Trustees

NameTitle
JUDITH O'CONNELLChair
Lisa M VentrissVice Chair
Janice RyanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$171,200
Program Service Revenue
$0
Investment Income
$28,763
Other Revenue
$1,351
All Other Contributions
$171,200
Change in Net Assets
$178,062
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$17,000
Other Expenses$6,252
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$17,000--$17,000
Fees for Service Investment Mgmnt Fees$6,252--$6,252
Total Functional Expenses$23,252$0$0$23,252
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
Yes
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
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
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Vbr research and edu fnd vermont business roundtable chair director serves on both boards vbr research and edu fnd vermont business roundtable vice chair president employee of related organizati”

Form 990, Page 6, Part VI, Line 3

“Vbr research & education foundation, inc. Does not have any employees. All management is done by the vermont business roundtable.”

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

“All three officers have the opportunity to review and give input prior to filing the 990.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Vbr Research and Education
EIN
46-0716588
Phone
8028650410
Address
30 KIMBALL AVE SUITE 300, SOUTH BURLINGTON, VT 05403

Signing Officer

Name
Lisa M Ventriss
Title
Vice Chair
Phone
8028650410
Signed
2018-04-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa M Ventriss
Formed
2012
Legal Domicile
Vt
Voting Board Members
3
Independent Board Members
2
Employees
0
Volunteers
10

Preparer

Firm
Jmm & Associates Pc
Address
336 WATER TOWER CIR STE 801, COLCHESTER, VT 05446
Preparer
Randall L Sargent CPA
Phone
8026555665
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“The organization believes 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.”

Raw XML Appendix362 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1VBR RESEARCH & EDUCATION FOUNDATION, INC. DOES NOT HAVE ANY EMPLOYEES. ALL MANAGEMENT IS DONE BY THE VERMONT BUSINESS ROUNDTABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL THREE OFFICERS HAVE THE OPPORTUNITY TO REVIEW AND GIVE INPUT PRIOR TO FILING THE 990.
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IRS990/SchoolOperatingInd0false
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ReturnHeader/BusinessOfficerGrp/PhoneNum08028650410
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VBR RESEARCH AND EDUCATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0VBRR
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ReturnHeader/FilingSecurityInformation/IPDt02018-05-02
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm006:55:32
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0030280081
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JMM & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0336 WATER TOWER CIR STE 801
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0COLCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VT
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ReturnHeader/PreparerPersonGrp/PhoneNum08026555665
ReturnHeader/PreparerPersonGrp/PreparationDt02018-04-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RANDALL L SARGENT CPA
ReturnHeader/ReturnTs02018-05-02T07:55:32-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$793,345
Liabilities
$0
Net assets
$793,345
Revenue
$201,314
Expenses
$23,252
Net income
$178,062
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.01$0.41$7.60$4.46$4.37$0.09
2023Detailed filing. Detailed filing data is available for this year.$7.81$0.71$7.10$3.52$3.67$0.15
2022Detailed filing. Detailed filing data is available for this year.$7.46$0.41$7.05$1.17$2.40$1.23
2021Detailed filing. Detailed filing data is available for this year.$9.91$0.52$9.39$3.36$2.21$1.14
2020Detailed filing. Detailed filing data is available for this year.$8.02$0.37$7.65$2.97$2.13$0.84
2019Detailed filing. Detailed filing data is available for this year.$8.30$0.92$7.38$0.98$2.19$1.21
2018Detailed filing. Detailed filing data is available for this year.$8.23$0.39$7.83$2.17$1.89$0.28
2017Detailed filing. Detailed filing data is available for this year.$7.93$0.00$7.93$2.01$0.23$1.78
2016Detailed filing. Detailed filing data is available for this year.$5.80$0.00$5.80$0.20$0.39$0.18
2015Summary only. Only limited summary data is available for this year.$5.77$0.08$5.69$0.70$1.60$0.90
2014Summary only. Only limited summary data is available for this year.$6.69$0.05$2.84$1.85$0.99
2013Summary only. Only limited summary data is available for this year.$6.13$0.12$6.01$7.87$2.00$5.87