Civic Intelligence

New Learning Journey Inc

EIN 47-4879926 • 501(c)3 • Fayston, VT

Profile

To strengthen the conservation movement through transformational learning experiences with other cultures, histories and ways of being.

700 Bragg Hill RoadFayston, VT 05673

n/A

Siviq Scores

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

Liabilities / Assets

34th percentile

0.01x

Higher debt load relative to assets than 34% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

29th percentile

0.01x

Higher debt load relative to revenue than 29% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

5th percentile

-63%

Higher net margin than 5% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

85th percentile

32%

Faster asset growth than 85% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Revenue Growth

80th percentile

36%

Faster revenue growth than 80% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Assets

Down

$1,459,545

Down $1,177,445 (-45%) from 2023

Liabilities

Up

$18,918

Up $3,471 (+22%) from 2023

Net Assets

Down

$1,440,627

Down $1,180,916 (-45%) from 2023

Revenue

Down

$1,887,369

Down $715,498 (-27%) from 2023

Expenses

Up

$3,073,232

Up $2,142,273 (+230%) from 2023

Net Income

Down

-$1,185,863

Down $2,857,771 (-171%) from 2023

Trend Graphs

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2017: $64,835Liabilities 2017: $0Net Assets 2017: $64,8352017Assets 2018: $102,290Liabilities 2018: $0Net Assets 2018: $102,2902018Assets 2019: $93,367Liabilities 2019: $0Net Assets 2019: $93,3672019Assets 2020: $296,074Liabilities 2020: $0Net Assets 2020: $296,0742020Assets 2021: $471,913Liabilities 2021: $1,930Net Assets 2021: $469,9832021Assets 2022: $839,182Liabilities 2022: $2,479Net Assets 2022: $836,7032022Assets 2023: $2,636,990Liabilities 2023: $15,447Net Assets 2023: $2,621,5432023Assets 2024: $1,459,545Liabilities 2024: $18,918Net Assets 2024: $1,440,6272024

Highlighted filing

2024

Assets$1,459,545
Liabilities$18,918
Net Assets$1,440,627

Operations Trend

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

$4.0M$2.0M$0-$2.0MRevenue 2017: $106,606Expenses 2017: $58,481Net Income 2017: $48,1252017Revenue 2018: $146,626Expenses 2018: $109,171Net Income 2018: $37,4552018Revenue 2019: $157,924Expenses 2019: $166,847Net Income 2019: -$8,9232019Revenue 2020: $474,334Expenses 2020: $270,262Net Income 2020: $204,0722020Revenue 2021: $645,574Expenses 2021: $471,665Net Income 2021: $173,9092021Revenue 2022: $1,017,191Expenses 2022: $651,161Net Income 2022: $366,0302022Revenue 2023: $2,602,867Expenses 2023: $930,959Net Income 2023: $1,671,9082023Revenue 2024: $1,887,369Expenses 2024: $3,073,232Net Income 2024: -$1,185,8632024

Highlighted filing

2024

Revenue$1,887,369
Expenses$3,073,232
Net Income-$1,185,863

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 11, 2025
Return Version
2024v5.2
Gross Receipts
$1,887,369
Mission and Program Overview

Mission

To strengthen the conservation movement through transformational learning experiences with other cultures, histories and ways of being.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$854,053$0▼ $854,053
Land, Buildings, and Equipment, Net$191,242$615,847▲ $424,605
Savings and Temporary Cash Investments$1,052,428$564,816▼ $487,612
Cash and Non-Interest-Bearing Accounts$539,267$258,882▼ $280,385
Total Assets$2,636,990$1,459,545▼ $1,177,445
Other Assets Total$0$20,000▲ $20,000
Liabilities
Other Liabilities$11,798$17,841▲ $6,043
Accounts Payable and Accrued Expenses$3,649$1,077▼ $2,572
Total Liabilities$15,447$18,918▲ $3,471
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,193,084$1,422,284▲ $229,200
Net Assets With Donor Restrictions$1,428,459$18,343▼ $1,410,116
Total Net Assets Fund Balance$2,621,543$1,440,627▼ $1,180,916
Total Liabilities and Net Assets / Fund Balance$2,636,990$1,459,545▼ $1,177,445

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$489,105$6,222$495,327
Buildings$126,742$10,949$137,691
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Peter ForbesPresidentFT$95,000$837$95,837

Board Members and Trustees

NameTitle
Eddie MermaDirector
Rafaela RodriguezDirector
Helen WhybrowSecretary
Lawrence BarrinerVP and Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,830,733
Program Service Revenue
$0
Investment Income
$39,201
Other Revenue
$17,435
All Other Contributions
$1,830,733
Change in Net Assets
$-1,185,863
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,987,007
Other Expenses$574,485
Salaries, Compensation, and Employee Benefits$511,740
Total Fundraising Expense$86,929
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,987,007--$1,987,007
Other Salaries and Wages$261,426$40,194$48,143$349,763
Conferences and Meetings$242,501$632$1,304$244,437
Current Officers, Directors, Trustees, and Key Employees$47,500$28,500$19,001$95,001
Occupancy$57,263$19,088-$76,351
Fees for Services Other$55,170-$4,427$59,597
Travel$45,458-$524$45,982
Fees for Services Legal$37,962$600-$38,562
Payroll Taxes$24,425$5,431$5,309$35,165
Other Employee Benefits$22,095$4,913$4,803$31,811
Office Expenses-$28,665$421$29,086
Information Technology-$21,641-$21,641
Fees for Services Accounting-$14,368-$14,368
Insurance-$9,467-$9,467
Depreciation Depletion$7,679--$7,679
Advertising-$4,177$2,997$7,174
Other Expenses$2,960$155-$3,115
Total Functional Expenses$2,808,472$177,831$86,929$3,073,232
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Wabanaki CommissionOrono, ME-To Transfer Restricted Donations That Were Designated to the Wabanaki Commission$1,749,438
MI'KMAQ NATIONPresque Isle, ME-To Purchase the Land Parcet at Westerly of Carmichael Road, Littleton Maine$166,754
Penobscot Indian NationIndian Island, ME-To Purchase Parcel of Land Located in the Town of Greenbush, Maine$57,000
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

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-President and Secretary Are Owners of Knoll FarmRetreatNo$25,984
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Payroll Liabilities$17,841
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
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, Part VI, Section A, Line 2

Peter forbes, president and helen whybrow, secretary are husband and wife.

Form 990, Part VI, Section B, Line 11B

The board of directors will review the 990 prior to it being submitted, if time allows. If there is not adequate time for board review prior to submission, the president will sign/approve and the treasurer will report on it to the board of directors at the next available board meeting.

Form 990, Part VI, Section B, Line 12C

The organization regularly reviews the policy and asks each board member and officer if they have a conflict.

Form 990, Part VI, Section B, Line 15A

The board of directors and the full advisory council set the amount of compensation for peter. They complete this process while approving the organization's budget.

Form 990, Part VI, Section C, Line 18

The organization makes its form 1023 and 990 available for public inspection upon each individual request

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements (if applicable) available to the public upon each individual request.

Filing and Contact Details

Filer

Filer Name
New Learning Journey Inc
EIN
47-4879926
Phone
8024965686
Address
700 BRAGG HILL ROAD, FAYSTON, VT 05673

Signing Officer

Name
Peter Forbes
Title
President
Phone
8024965686
Signed
2025-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Peter Forbes
Formed
2015
Legal Domicile
Vt
Voting Board Members
5
Independent Board Members
3
Employees
11
Volunteers
25

Preparer

Firm
Gilwee Group Plc
Address
15 EAST STATE ST STE 2 PO BOX 1368, MONTPELIER, VT 05601-1368
Preparer
Wendy C Gilwee CPA
Phone
8023044424
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt055289
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt022132
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt043
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt038
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt043
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt077545
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt01347
IRS990ScheduleA/OtherIncome170Grp/TotalAmt01347
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.65510
IRS990ScheduleA/PublicSupportPY170Pct00.64870
IRS990ScheduleA/PublicSupportTotal170Amt04282790
IRS990ScheduleA/SubstantialContributorsTotAmt02175550
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01830733
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02585573
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0922183
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0645560
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0474291
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt06458340
IRS990ScheduleA/TotalSupportAmt06537232
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0126742
IRS990ScheduleD/BuildingsGrp/DepreciationAmt010949
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0137691
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0489105
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt06222
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0495327
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt017841
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0PAYROLL LIABILITIES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0615847
IRS990ScheduleD/TotalLiabilityAmt017841
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0166754
IRS990ScheduleI/RecipientTable/CashGrantAmt157000
IRS990ScheduleI/RecipientTable/CashGrantAmt21749438
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO PURCHASE THE LAND PARCET AT WESTERLY OF CARMICHAEL ROAD, LITTLETON MAINE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1TO PURCHASE PARCEL OF LAND LOCATED IN THE TOWN OF GREENBUSH, MAINE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2TO TRANSFER RESTRICTED DONATIONS THAT WERE DESIGNATED TO THE WABANAKI COMMISSION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MI'KMAQ NATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1PENOBSCOT INDIAN NATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2WABANAKI COMMISSION
IRS990ScheduleI/RecipientTable/RecipientEIN0010472707
IRS990ScheduleI/RecipientTable/RecipientEIN1010327623
IRS990ScheduleI/RecipientTable/RecipientEIN2883352646
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt08 NORTHERN ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt112 WABANAKI WAY
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2PO BOX 114
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PRESQUE ISLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1INDIAN ISLAND
IRS990ScheduleI/RecipientTable/USAddress/CityNm2ORONO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0ME
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1ME
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2ME
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd004769
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd104468
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd204473
IRS990/ScheduleJRequiredInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0KNOLL FARM LLC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0PRESIDENT AND SECRETARY ARE OWNERS OF KNOLL FARM
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd00
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt025984
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0RETREAT
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PETER FORBES, PRESIDENT AND HELEN WHYBROW, SECRETARY ARE HUSBAND AND WIFE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS WILL REVIEW THE 990 PRIOR TO IT BEING SUBMITTED, IF TIME ALLOWS. IF THERE IS NOT ADEQUATE TIME FOR BOARD REVIEW PRIOR TO SUBMISSION, THE PRESIDENT WILL SIGN/APPROVE AND THE TREASURER WILL REPORT ON IT TO THE BOARD OF DIRECTORS AT THE NEXT AVAILABLE BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION REGULARLY REVIEWS THE POLICY AND ASKS EACH BOARD MEMBER AND OFFICER IF THEY HAVE A CONFLICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS AND THE FULL ADVISORY COUNCIL SET THE AMOUNT OF COMPENSATION FOR PETER. THEY COMPLETE THIS PROCESS WHILE APPROVING THE ORGANIZATION'S BUDGET.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS FORM 1023 AND 990 AVAILABLE FOR PUBLIC INSPECTION UPON EACH INDIVIDUAL REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS (IF APPLICABLE) AVAILABLE TO THE PUBLIC UPON EACH INDIVIDUAL REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02636990
IRS990/TotalAssetsEOYAmt01459545
IRS990/TotalAssetsGrp/BOYAmt02636990
IRS990/TotalAssetsGrp/EOYAmt01459545
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt01830733
IRS990/TotalEmployeeCnt011
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt086929
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0177831
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02808472
IRS990/TotalFunctionalExpensesGrp/TotalAmt03073232
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt015447
IRS990/TotalLiabilitiesEOYAmt018918
IRS990/TotalLiabilitiesGrp/BOYAmt015447
IRS990/TotalLiabilitiesGrp/EOYAmt018918
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02621543
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01440627
IRS990/TotalOtherCompensationAmt0837
IRS990/TotalProgramServiceExpensesAmt02808472
IRS990/TotalReportableCompFromOrgAmt095000
IRS990/TotalRevenueGrp/ExclusionAmt039201
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt017435
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01887369
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt025
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02636990
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01459545
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/FundraisingAmt0524
IRS990/TravelGrp/ProgramServicesAmt045458
IRS990/TravelGrp/TotalAmt045982
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0700 BRAGG HILL ROAD
IRS990/USAddress/CityNm0FAYSTON
IRS990/USAddress/StateAbbreviationCd0VT
IRS990/USAddress/ZIPCd005673
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z

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