Civic Intelligence

South Hero Library Foundation Inc

990 • Fiscal year 2021 • EIN 81-1209787

Jan 01, 2021 to Dec 31, 2021 • Filed on Jul 06, 2022

Organization Profilesouthherolibrary.org/south-hero-library-foundation
28 Community LaneSouth Hero, VT 05486

(802) 372-6209

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

29th percentile

0.00x

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Net Margin

94th percentile

71%

Higher net margin than 94% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2021 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2021

Asset Growth

73rd percentile

29%

Faster asset growth than 73% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

55th percentile

18%

Faster revenue growth than 55% of similar nonprofits.

2021 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$534,089

Up $119,012 (+29%) from 2020

Net Assets

Up

$534,089

Up $119,012 (+29%) from 2020

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin94th percentile

Revenue

Up

$142,860

Up $22,068 (+18%) from 2020

Expenses

Up

$41,324

Up $21,075 (+104%) from 2020

Net Income

Up

$101,536

Up $993 (+1.0%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$1.5M$1.0M$500K$0Assets 2016: $288,056Liabilities 2016: $0Net Assets 2016: $288,0562016Assets 2017: $441,128Liabilities 2017: $0Net Assets 2017: $441,1282017Assets 2018: $1,257,682Liabilities 2018: $6Net Assets 2018: $1,257,6762018Assets 2019: $314,247Liabilities 2019: $0Net Assets 2019: $314,2472019Assets 2020: $415,077Net Assets 2020: $415,0772020Assets 2021: $534,089Liabilities 2021: $0Net Assets 2021: $534,0892021Assets 2022: $593,165Liabilities 2022: $0Net Assets 2022: $593,1652022Assets 2023: $765,098Liabilities 2023: $62,577Net Assets 2023: $702,5212023Assets 2024: $898,805Liabilities 2024: $0Net Assets 2024: $898,8052024

Highlighted filing

2021

Assets$534,089
Liabilities$0
Net Assets$534,089
Open 2021 Filing

Operations Trend

Revenue Growth55th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2016: $294,569Expenses 2016: $6,513Net Income 2016: $288,0562016Revenue 2017: $257,229Expenses 2017: $104,157Net Income 2017: $153,0722017Revenue 2018: $1,448,631Expenses 2018: $632,083Net Income 2018: $816,5482018Revenue 2019: $160,726Expenses 2019: $1,104,155Net Income 2019: -$943,4292019Revenue 2020: $120,792Expenses 2020: $20,249Net Income 2020: $100,5432020Revenue 2021: $142,860Expenses 2021: $41,324Net Income 2021: $101,5362021Revenue 2022: $186,543Expenses 2022: $58,349Net Income 2022: $128,1942022Revenue 2023: $120,781Expenses 2023: $53,904Net Income 2023: $66,8772023Revenue 2024: $201,967Expenses 2024: $50,711Net Income 2024: $151,2562024

Highlighted filing

2021

Revenue$142,860
Expenses$41,324
Net Income$101,536
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 6, 2022
Return Version
2021v4.1
Gross Receipts
$146,903
Mission and Program Overview

Mission

To raise funds for and distribute said funds exclusively to the South Hero Community

To raise funds for and distribute said funds exclusively to the South Hero Community Library, the municipal library of the Town of South Hero, Vermont.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$415,077$534,089▲ $119,012
Investments in Publicly Traded Securities$392,158$507,175▲ $115,017
Cash and Non-Interest-Bearing Accounts$22,919$26,914▲ $3,995
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$415,077$534,089▲ $119,012
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$415,077$534,089▲ $119,012
Total Liabilities and Net Assets / Fund Balance$415,077$534,089▲ $119,012
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Kenneth C KowalewitzPresident
Kathleen SwansonDirector
Peter ZamoreDirector
Keagan CalkinsLibrary Director
Sandy GreggSecretary
Martha KiserTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$128,759
Program Service Revenue
$0
Investment Income
$8,604
Other Revenue
$5,497
All Other Contributions
$128,759
Change in Net Assets
$101,536
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$26,723
Other Expenses$14,601
Total Fundraising Expense$12,460
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$26,723--$26,723
Fees for Services Other$0$0$6,310$6,310
Advertising$0$0$4,591$4,591
Fees for Services Accounting$0$1,125$0$1,125
Insurance$0$913$0$913
Office Expenses$0$103$454$557
Information Technology$0$0$536$536
Other Expenses$0$0$359$359
Conferences and Meetings$0$0$210$210
Total Functional Expenses$26,723$2,141$12,460$41,324
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Worthen LibrarySouth Hero, VTGovLibrary Programming$26,723
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$1,949
Gaming Direct Expenses$0
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
Backup withholding compliance
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
No
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
Filing and Contact Details

Filer

Filer Name
South Hero Library Foundation Inc
EIN
81-1209787
Phone
8023726209
Address
28 Community Lane, South Hero, VT 05486

Signing Officer

Name
Martha Kiser
Title
Treasurer
Phone
8023726209
Signed
2022-07-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Martha Kiser
Formed
2015
Legal Domicile
Vt
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
15

Preparer

Firm
Tapia & Huckabay PC
Address
PO Box 38, Vergennes, VT 05491
Preparer
William S Huckabay CPA
Phone
8028707086
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“The Treasurer reviews the tax return before it is filed.”

Pt VI, Line 12C

“Activities and engagement by Board members with Foundation business are discussed at each meeting through the lens of propriety and the Conflict of Interest Policy. These discussions are recorded in the meeting minutes.”

Pt VI, Line 19

“The Foundation makes its governing documents and financial statements available to the public through its website and in person at the Worthen Library.”

Form 990, Part IX, Line 11G

“General fundraising support 5080. 0. 0. 5080.”

Form 990, Part IX, Line 11G

“Spring appeal assistance 500. 0. 0. 500.”

Form 990, Part IX, Line 11G

“Year end appeal assistance 730. 0. 0. 730.”

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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/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0120792
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0101536
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RelatedOrganizationsAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990/RoyaltiesGrp/FundraisingAmt00
IRS990/RoyaltiesGrp/ManagementAndGeneralAmt00
IRS990/RoyaltiesGrp/ProgramServicesAmt00
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0415077
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0534089
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part II, Line 10 Description: Sale of Donated Books 2017: 0. 2018: 0. 2019: 0. 2020: 0. 2021: 3548. Description: Raffles & Auctions 2017: 0. 2018: 0. 2019: 0. 2020: 0. 2021: 1949.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt II Ln 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0128759
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0118796
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0147117
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01432402
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0254325
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02081399
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt06340
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01538
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt013622
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt016229
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt02943
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt040672
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt00
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt05497
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt05497
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.91040
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.88640
IRS990ScheduleA/PublicSupportTotal170Amt01936852
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt0144547
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0128759
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0118796
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0147117
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01432402
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0254325
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt02081399
IRS990ScheduleA/TotalSupportAmt02127568
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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/ScheduleBRequiredInd0true
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt026723
IRS990ScheduleI/RecipientTable/IRCSectionDesc0Gov
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0Library Programming
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0Worthen Library
IRS990ScheduleI/RecipientTable/RecipientEIN0036000693
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt028 Community Lane
IRS990ScheduleI/RecipientTable/USAddress/CityNm0South Hero
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0VT
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd005486
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0Foundation board members regularly oversee the grant payments to the Library and directly verify the use of funds.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt I Line 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Treasurer reviews the tax return before it is filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Activities and engagement by Board members with Foundation business are discussed at each meeting through the lens of propriety and the Conflict of Interest Policy. These discussions are recorded in the meeting minutes.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Foundation makes its governing documents and financial statements available to the public through its website and in person at the Worthen Library.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3General fundraising support 5080. 0. 0. 5080.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Spring appeal assistance 500. 0. 0. 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Year end appeal assistance 730. 0. 0. 730.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 11g

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$534,089
Liabilities
$0
Net assets
$534,089
Revenue
$142,860
Expenses
$41,324
Net income
$101,536
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.90$0.00$0.90$0.20$0.05$0.15
2023Detailed filing. Detailed filing data is available for this year.$0.77$0.06$0.70$0.12$0.05$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.59$0.00$0.59$0.19$0.06$0.13
2021Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.14$0.04$0.10
2020Detailed filing. Detailed filing data is available for this year.$0.42$0.42$0.12$0.02$0.10
2019Detailed filing. Detailed filing data is available for this year.$0.31$0.00$0.31$0.16$1.10$0.94
2018Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$1.45$0.63$0.82
2017Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.26$0.10$0.15
2016Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.29$0.01$0.29