2023-05-15T07:15:33-05:00 2022-06-30 020476956 TYLER SIMMS & ST SAUVEUR CPAS PLLC 19 MORGAN DRIVE LEBANON NH 03766 990 2021-07-01 030355283 VITAL COMMUNITIES INC VITA 8022919100 195 NORTH MAIN STREET WHITE RIVER JUNCTION VT 05001 AMY LAPPIN CHAIR 8022919100 2023-05-15 1 AMY LAPPIN 999009999 AMBER T MCGONIS CPA P01589070 6036530044 2023-05-11 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z AMY LAPPIN 195 NORTH MAIN STREET WHITE RIVER JUNCTION VT 05001 2876292 0 X WWW.VITALCOMMUNITIES.ORG X 1998 VT TO STRENGTHEN THE UPPER VALLEY'S CIVIC, ENVIRONMENTAL & ECONOMIC VITALITY. 17 17 25 271 0 0 1369200 1922184 1581066 951906 2910 1888 974 314 2954150 2876292 13100 64455 0 0 929759 1182926 9799 5556 178959 1546431 1085084 2499089 2338021 455061 538271 1663364 2336539 173808 177504 1489556 2159035 X VITAL COMMUNITIES ENGAGES UPPER VALLEY PEOPLE, ORGANIZATIONS & COMMUNITIES TO CREATE EQUITABLE SOLUTIONS TO OUR REGION'S CHALLENGES. 0 0 739786 0 822088 UPPER VALLEY EVERYONE EATS WE IMPLEMENT THE STATE-FUNDED VERMONT EVERYONE EATS (VEE) MODEL IN THE UPPER VALLEY, PROVIDING MEALS TO PEOPLE IN NEED OF NOURISHING FOOD WHILE SUPPORTING LOCAL RESTAURANTS, FARMERS, AND FOOD PRODUCERS. SINCE SEPTEMBER 2020, UVEE HAS DISTRIBUTED MORE THAN 180,000 MEALS TO 18,000 VERMONTERS EXPERIENCING FOOD INSECURITY IN THE UPPER VALLEY, REPRESENTING 11,000 HOUSEHOLDS AND 6,000 SENIORS. AT $10/MEAL, THIS VOLUME TRANSLATES TO OVER $1,800,000 IN MUCH-NEEDED INCOME FOR PARTICIPATING LOCAL RESTAURANTS AND FOOD PRODUCERS. 254786 12000 5000 OUTREACH - WITH A COMMITMENT TO EQUITY FOR ALL, WE PROMOTE THE VISION OF A THRIVING AND INTERCONNECTED REGION. PROJECTS INCLUDE PROMOTING VC PROGRAMS THROUGH NEWSLETTERS, OUR WEBSITE, AND SOCIAL MEDIA; MANAGING 35 PUBLIC EMAIL COMMUNITY DISCUSSION LISTS FOR COMMUNITY-FOCUSED NEWS AND EXCHANGES; AND COLLABORATING WITH AREA CHAMBERS ON UPPER VALLEY ADVENTURE TRAILS' THEMATIC TOUR ITINERARIES. 193367 18025 61920 FOOD & FARM - WE SUPPORT UPPER VALLEY FARMS AND WORKING LANDS TO PROTECT THEIR NATURAL RESOURCES, BOLSTER REGIONAL SELF-SUFFICIENCY AND FOOD SECURITY, AND HELP DRIVE OUR ECONOMY. PROJECTS INCLUDE SHARING ARTFUL CLIMATE FARMER STORIES THAT PROMOTE LOCAL FARMERS' POSITIVE ROLE IN CLIMATE RESILIENCE. WE ALSO SUPPORT FARM TO SCHOOL PROGRAMMING AND CONVENE THE UPPER VALLEY FARM TO SCHOOL NETWORK TO CONNECT FOOD AND FARMS WITH SCHOOLS. 73066 8220 PLACE-BASED LEARNING WE SUPPORT UPPER VALLEY COMMUNITIES TO PROVIDE PLACE-BASED EDUCATION AND EXPERIENCES THAT FOSTER ECOLOGICAL UNDERSTANDING AND CONNECTION. PROJECTS INCLUDE MANAGING VALLEY QUEST, A LOCAL LIBRARY OF SELF-DIRECTED, PLACE-BASED LEARNING EXPEDITIONS, AND UVTPC, DESCRIBED ABOVE. 19200 CORPORATE COUNCIL - - WE CONVENE BUSINESS LEADERS TO TAKE ACTION ON ISSUES IMPACTING EMPLOYERS AND EMPLOYEES AND MUNICIPAL LEADERS TO ADDRESS IMPORTANT ISSUES FACING OUR REGION. WE ALSO CONVENE A MUNICIPAL LEADERS GROUP FROM HANOVER, LEBANON, HARTFORD, AND NORWICH. 56971 38350 CIVIC LEADERSHIP WE SUPPORT UPPER VALLEY COMMUNITY MEMBERS WHO WANT TO UNDERSTAND OUR REGION AND ITS EMERGING CHALLENGES SO THAT THEY CAN BE INCLUSIVE AND EFFECTIVE LEADERS. PROJECTS INCLUDE MANAGING OUR YEAR-LONG TRAINING PROGRAM, LEADERSHIP UPPER VALLEY, AND ITS ALUMNI NETWORK, AS WELL AS COORDINATING THE UPPER VALLEY EQUITY EXCHANGE OF NONPROFITS WORKING ON DIVERSITY, EQUITY, AND INCLUSION. 102113 500 13331 ECONOMY - WE SUPPORT UPPER VALLEY COMMUNITIES IN DEVELOPING A RESILIENT, SELF-RELIANT, AND ENVIRONMENTALLY SUSTAINABLE REGIONAL ECONOMY THAT SERVES ALL. PROJECTS INCLUDE HOSTING THE LOCAL CROWD UPPER VALLEY, A COMMUNITY-BASED CROWDFUNDING PLATFORM FOR LOCAL ENTREPRENEURS, AND SUPPORTING THE LOCAL FIRST BUSINESS NETWORK WITH ONLINE LISTINGS AND SEASONAL CAMPAIGNS. 147425 24010 TRANSPORTATION - WE SUPPORT UPPER VALLEY COMMUNITIES' EFFORTS TO CREATE A SAFE, RELIABLE, AND MULTIMODAL TRANSPORTATION SYSTEM THAT IS AFFORDABLE, INCREASES COMMUNITY RESILIENCE, AND MINIMIZES CLIMATE IMPACT. PROJECTS INCLUDE CONVENING THE UPPER VALLEY TRANSPORTATION MANAGEMENT ASSOCIATION, AS WELL AS THE STATEWIDE, CLIMATE-FOCUSED VERMONT TRANSPORTATION EFFICIENCY NETWORK. WE ALSO PILOTED AN E-BIKE SUBSIDY PROJECT FOR LOW- AND MODERATE-INCOME RESIDENTS, FACILITATED EMPLOYER-BASED E-BIKE LIBRARY OR BIKESHARE PROGRAMS, HOSTED THE UPPER VALLEY E-BIKE LENDING LIBRARY, AND PROMOTED WALK, BIKE, RIDE CAMPAIGNS. 4767 150 FISCAL SPONSORSHIPS- FINANCIAL ACTIVITY OF FISCALLY SPONSORED PROJECTS, AGGREGATED FOR FINANCIAL STATEMENT PURPOSES. PROJECTS INCLUDE:FOR 2021: UPPER VALLEY TEACHING PLACE COLLABORATIVE (UVTPC) WE CONVENE PROFESSIONAL DEVELOPMENT PROVIDERS AND PRACTITIONERS IN EDUCATION TO WORK TOGETHER TO ADVANCE HIGH-QUALITY PLACE-BASED AND ECOLOGICAL EDUCATION (PBEE) IN ALL UPPER VALLEY SCHOOLS. WE ALSO RAISE AWARENESS ABOUT THE VITAL NEED FOR PLACE-BASED EDUCATION AND OUTDOOR LEARNING. FOR 2022: WRLC EFFECTIVE JUNE 2022, WHITE RIVER LAND COLLABORATIVE, LLC (WRLC), A VERMONT LIMITED LIABILITY COMPANY, WAS TRANSFERRED TO THE ORGANIZATION. WRLC IS A FARMER-LED, COMMUNITY DRIVEN PROJECT THAT AIMS TO PROVIDE YOUNG FARMERS AFFORDABLE LAND AND HOUSING, OFFER OTHER SUPPORT TO THE REGION'S FARMERS AND ECONOMY, GENERATE GREEN POWER, AND PROVIDE COMMUNITY SPACE. 107589 WORKFORCE HOUSING - WE SUPPORT UPPER VALLEY PLANNERS, DEVELOPERS, EMPLOYERS, MUNICIPAL LEADERS, PROPERTY OWNERS, AND COMMUNITY GROUPS SO THAT THEY CAN WORK TOGETHER TO CREATE MORE PLACES TO LIVE. PROJECTS INCLUDE HOSTING PUBLIC HOUSING BREAKFASTS AND ROUNDTABLES THAT ADDRESS HOUSING SOLUTIONS AND PROMOTE ACTION PLANS, ORGANIZING A MULTI-SECTOR HOUSING ADVISORY COMMITTEE, COUNTING NEW HOMES ANNUALLY IN THE UPPER VALLEY AND USING THE REPORT TO INFORM SOLUTIONS, FACILITATING THE UPPER VALLEY HOUSING FUND, A $10 MILLION PROJECT OF THE CORPORATE COUNCIL, AND ENGAGING UPPER VALLEY COMMUNITIES TO EXAMINE AND REFORM ZONING AND LAND USE REGULATIONS. 52438 1700 200 CLIMATE ADAPTATION - WE SUPPORT UPPER VALLEY COMMUNITIES TO COLLABORATIVELY MANAGE THE EFFECTS OF CLIMATE CHANGE THROUGH PROACTIVE ADJUSTMENTS IN ECOLOGICAL, SOCIAL, AND ECONOMIC SYSTEMS. PROJECTS INCLUDE THE UPPER VALLEY ADAPTATION WORKGROUP, UPPER VALLEY ADAPTATION FORUMS, CLIMATE CHANGE LEADERSHIP ACADEMY (2CLA), AND COMMUNITY-BASED CLIMATE RESILIENCE PROJECTS. 31137 10867 CHILDCARE - THROUGH THE EARLY CARE AND EDUCATION INITIATIVE (ECE), VITAL COMMUNITIES IS CONVENING EMPLOYERS, EMPLOYEES, ECE PROVIDERS, PARENTS, PHILANTHROPISTS, AND ADVOCATES IN WORKGROUPS TO ADDRESS (1) FACILITIES AND PROGRAM MODELS, (2) WORKFORCE RECRUITMENT AND RETENTION, AND (3) ADVOCACY AT THE STATE AND LOCAL LEVELS 37608 WHITE RIVER VALLEY CONSORTIUM WORKING COMMUNITIES CHALLENGE - WE ADMINISTER THE WHITE RIVER VALLEY CONSORTIUM (WRVC), A COLLABORATION OF 14 TOWNS FROM THREE DIFFERENT EASTERN VERMONT COUNTIES WORKING TO IDENTITY AND IMPLEMENT HOUSING SOLUTIONS FOR ENTRY-LEVEL WORKERS AND BEGINNING ENTREPRENEURS. 131789 ENERGY - WE SUPPORT UPPER VALLEY COMMUNITIES TO REALIZE THE GOAL OF 100% RENEWABLE ENERGY BY 2050. PROJECTS INCLUDE ENGAGING IN GRASSROOTS EFFORTS TO EQUITABLY ALLEVIATE THE ENERGY BURDEN FOR MOBILE HOME RESIDENTS, AND ASSISTING ~40 TOWN ENERGY COMMITTEES WITH SURVEYS, SHOWCASES, AND ROUNDTABLES. 764103 34430 62898 1952042 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 21 0 1 25 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NH X THE ORGANIZATION 8022919100 195 NORTH MAIN STREET WHITE RIVER JUNCTION VT 05001 MARKELL RIPPS MEMBER THRU 9/27/21 1.00 X 0 0 0 BARBARA BARRY MEMBER 1.00 X 0 0 0 ELYSE CROSSMAN MEMBER 1.00 X 0 0 0 NANCY MERRILL MEMBER 1.00 X 0 0 0 RICK MILLS MEMBER 1.00 X 0 0 0 SALLY WILSON TREASURER 5.00 X X 0 0 0 AMY LAPPIN VICE CHAIR THRU 6/22 THEN CHAIR 5.00 X X 0 0 0 MONIQUE PRIESTLEY CHAIR THRU 6/22 5.00 X X 0 0 0 BENJAMIN J NELSON SECRETARY 5.00 X X 0 0 0 MEGHAN BUTTS MEMBER 1.00 X 0 0 0 LAURA GINSBURG MEMBER 1.00 X 0 0 0 TIM JOSEPHSON MEMBER 1.00 X 0 0 0 ROBIN KILFEATHER-MACKEY MEMBER 1.00 X 0 0 0 GREG NORMAN MEMBER 1.00 X 0 0 0 CHELSEA PAIGE MEMBER 1.00 X 0 0 0 DAVID WATTS MEMBER 1.00 X 0 0 0 DAMIAN DINICOLA MEMBER BEG. 11/21 1.00 X 0 0 0 SARAH JACKSON EXECUTIVE DIRECTOR 40.00 X 87629 0 19294 87629 0 19294 0 0 0 0 0 137285 1784899 12884 1922184 PROGRAM INCOME 624200 951906 951906 951906 1888 1888 MISCELLANEOUS INCOME 900099 314 314 314 2876292 952220 0 1888 38945 38945 25510 25510 103204 65019 10320 27865 864823 650611 128161 86051 19843 15381 2781 1681 120807 90331 19853 10623 74249 55363 10582 8304 7218 5194 1332 692 27702 19936 5112 2654 5556 5556 138674 124530 5576 8568 52880 40518 8136 4226 10550 10376 130 44 5459 3920 1013 526 FOOD PROCUREMENT 699830 699830 COMMUNICATIONS 68614 54932 3978 9704 SUPPLIES 24523 23253 826 444 EQUIPMENT AND MAINTENAN 23411 13348 2344 7719 26223 15045 6876 4302 2338021 1952042 207020 178959 59201 15985 1141340 1409076 29567 563905 204655 120527 25150 25301 20558 20808 49259 23670 8967 25589 59721 51080 25994 26007 88211 78261 1663364 2336539 136521 176061 34500 2787 1443 173808 177504 X 911302 1040119 578254 1118916 1489556 2159035 1663364 2336539 X 538271 -16306 147514 X 0 1 X 1 0 X 1191985 1026856 1296477 1369200 1922184 6806702 1191985 1026856 1296477 1369200 1922184 6806702 1385751 5420951 1374 2132 2441 2910 1888 10745 16795 10835 2732 974 314 31650 6849097 2967677 0.79150 0.77930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 88211 -6577 3373 78261 68328 23413 3530 88211 71752 -616 2808 68328 73001 1556 2805 71752 70708 5058 2765 73001 1.00000 1 0 49259 23670 25589 25589 CAPITAL LEASE OBLIGATION 1443 1443 X 2859986 -16306 -16306 2876292 0 2876292 2338021 0 2338021 0 2338021 PART V, LINE 4: ENDOWMENT FUNDS ARE HELD FOR THE BENEFIT OF THE ORGANIZATION BY THE NEW HAMPSHIRE CHARITABLE FOUNDATION. THE ASSETS AND ANY UNDISTRIBUTED REINVESTED EARNINGS, AS WELL AS REALIZED OR UNREALIZED GAINS OR LOSSES, ARE TO BE HELD INDEFINITELY. DISTRIBUTIONS MADE FROM THE FUND CAN BE USED FOR OPERATIONS. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION ALSO QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A)(1). MANAGEMENT HAS CONSIDERED ITS TAX POSITIONS IN ACCORDANCE WITH THE ACCOUNTING STANDARD FOR UNCERTAINTY IN INCOME TAXES AND BELIEVES THAT ALL POSITIONS TAKEN IN ITS FEDERAL EXEMPT ORGANIZATION TAX RETURNS ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION. THE ORGANIZATION BELIEVES IT IS NO LONGER SUBJECT TO EXAMINATION FOR FISCAL YEARS PRIOR TO JUNE 30, 2019. 1 VERMONT SUSTAINABLE JOBS FUND 3 PITKIN CT 301E MONTPELIER VT 05602 030349736 501(C)(3) 10000 0 VT RELEAF COLLECTIVE 1 1 E-BIKES 12 24010 FMV E-BIKES MINI GRANT FOR POLINATOR GARDEN 1 300 MINI GRANTS FOR 4-TOWN COALITION LOCAL HUB 3 1200 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE FINANCE COMMITTEE, SENT TO THE FULL BOARD, AND SIGNED BY THE CHAIR OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST POLICIES ARE REVIEWED ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION PARTICIPATES IN A COMPENSATION AND BENEFITS SURVEY AND AN INDEPENDENT REVIEW OF ALL SALARIES EVERY TWO YEARS AND USES RESULTS FOR DETERMINING THE COMPENSATION FOR ALL STAFF. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, AND THE FINANCIAL STATEMENTS ARE AVAILABLE IN PRINT AND PDF COPIES UPON REQUEST. FORM 990, PART XI, LINE 9: TRANSFER OF NET ASSETS 147,514. PART VIII, LINE 1H FUNDRAISING EXPENSE AS A PERCENTAGE OF CONTRIBUTION INCOME PER THE FINANCIAL STATEMENTS WAS 9.31% AND 8.86% FOR THE YEARS ENDED JUNE 30, 2022 AND JUNE 20, 2021, RESPECTIVELY.