2025-05-15T15:06:27-05:00 2024-06-30 921397405 TSS ADVISORS LLC 19 MORGAN DRIVE LEBANON NH 03766 990 2023-07-01 030355283 VITAL COMMUNITIES INC VITA 8022919100 195 NORTH MAIN STREET WHITE RIVER JUNCTION VT 05001 GREG NORMAN CHAIR 8022919100 2025-05-15 1 0 AMBER T MCGONIS CPA P01589070 6036530044 2025-05-15 2023 2025-03-06 01:10:19Z GREG NORMAN 195 NORTH MAIN STREET WHITE RIVER JUNCTION VT 05001 1910920 0 X WWW.VITALCOMMUNITIES.ORG X 1998 VT TO STRENGTHEN THE UPPER VALLEY'S CIVIC, ENVIRONMENTAL & ECONOMIC VITALITY. 16 16 27 200 0 0 2313274 1797887 723290 102965 3575 4734 1081 5334 3041220 1910920 238586 75359 0 0 1645794 1596195 0 0 223232 1134507 628797 3018887 2300351 22333 -389431 2511012 2118238 318832 299161 2192180 1819077 X VITAL COMMUNITIES ENGAGES UPPER VALLEY PEOPLE, ORGANIZATIONS & COMMUNITIES TO CREATE EQUITABLE SOLUTIONS TO OUR REGION'S CHALLENGES. 0 0 365743 66747 16219 FOOD & FARM: WE MANAGE PROJECTS THAT SUPPORT FARM VIABILITY; ACCESS TO LOCALLY GROWN FOOD; FOOD SYSTEM RESILIENCE; EDUCATION; AND CLIMATE CHANGE MITIGATION AND ADAPTATION. OUR PROJECTS INCLUDE FARM TO SCHOOL, FARM TO EARLY CHILDHOOD EDUCATION, CLIMATE FARMER STORIES, AND THE UPPER VALLEY RESILIENCE NETWORK. TOGETHER THESE PROJECTS PROVIDE RESOURCES AND SUPPORT FOR OUR REGION'S K-12 SCHOOLS AND EARLY CHILDHOOD EDUCATION PROGRAMS, UPPER VALLEY FARMERS WHO ARE WORKING TO MITIGATE AND ADAPT TO THE CLIMATE CRISIS, AND A NETWORK OF COMMUNITY-ORGANIZED GROUPS WORKING TO ADDRESS GAPS AND CHALLENGES IN THE FOOD SYSTEM. 288893 232 2587 GENERAL PROGRAM: OUR GENERAL PROGRAM WORK ENSURES THAT ALL ASPECTS OF OUR PROGRAM CYCLE ARE MAXIMIZED TO MEET THE BIGGEST CHALLENGES FACING OUR REGION. THIS INCLUDES ALL OF THE WORK THAT HAPPENS BEFORE A PROJECT IS FUNDED: BUILDING RELATIONSHIPS THROUGH PARTICIPATION IN FORMAL AND INFORMAL NETWORKS ACROSS THE REGION, DEEP LISTENING AND ACTIVELY SEEKING OUT VOICES OF THOSE WHO MAY NOT ALREADY BE REPRESENTED, CHALLENGING OUR ASSUMPTIONS TO BETTER UNDERSTAND ISSUES FACING OUR COMMUNITIES, AND CO-CREATING SOLUTIONS WITH PARTNERS. IT ALSO INCLUDES COLLABORATION AMONG STAFF WORKING ON DIFFERENT PROJECTS TO IDENTIFY SYNERGIES AND SHARE BEST PRACTICES. AND FINALLY, IT ENTAILS POST-PROJECT ASSESSMENT TO DETERMINE WHETHER THE PROJECT CAN BE SPUN OFF TO ANOTHER ORGANIZATION, SCALED UP, ADAPTED AND REPLICATED, OR SIMPLY ENDED. 225777 0 34150 CIVIC ENGAGEMENT AND 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. 29864 300 115 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. 99795 6580 42333 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. 106040 1500 7561 FISCAL SPONSORSHIPS- FINANCIAL ACTIVITY OF FISCALLY SPONSORED PROJECT, AGGREGATED FOR FINANCIAL STATEMENT PURPOSES. PROJECTS INCLUDE:FOR 2024: 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. 190137 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. 123646 COMMUNICATIONS - 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. 73629 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. 623111 8380 50009 1503524 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 49 0 1 27 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NH X X THE ORGANIZATION 8022919100 195 NORTH MAIN STREET WHITE RIVER JUNCTION VT 05001 EMMA WOLFE MEMBER 1.00 X 0 0 0 ELYSE CROSSMAN MEMBER 1.00 X 0 0 0 SALLY WILSON MEMBER 5.00 X 0 0 0 AMY LAPPIN CHAIR 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 TREASURER 1.00 X 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 1.00 X 0 0 0 JULIA GRIFFIN VICE CHAIR 1.00 X X 0 0 0 SARAH JACKSON EXECUTIVE DIRECTOR 40.00 X 122269 0 4268 122269 0 4268 1 0 0 0 0 301366 1496521 3358 1797887 PROGRAM INCOME 624200 102965 102965 102965 4734 4734 MISCELLANEOUS INCOME 900099 5334 5334 5334 1910920 102965 0 10068 X 72959 72959 2400 2400 143560 90443 14356 38761 1104320 693310 284865 126145 27418 13298 10686 3434 218381 110615 94377 13389 102516 69176 21418 11922 13548 13548 85359 85359 231533 195675 27353 8505 80385 71527 4429 4429 12090 11466 330 294 7837 6277 780 780 COMMUNICATIONS 87931 70972 11406 5553 EQUIPMENT AND MAINTENAN 32060 26542 568 4950 SUPPLIES 25304 22124 2647 533 OTHER PERSONNEL EXPENSE 16435 6926 8738 771 36315 39814 -7265 3766 2300351 1503524 573595 223232 5979 72525 1192274 1239708 894390 570264 43019 9943 25453 15453 17842 11418 33476 13847 26132 19629 59592 26280 220051 179298 2511012 2118238 177685 157818 45406 141147 95937 318832 299161 X 1100872 515715 1091308 1303362 2192180 1819077 2511012 2118238 -389431 16328 0 X 0 1 X 1 0 X 1296477 1369200 1922184 2313274 1797887 8699022 1296477 1369200 1922184 2313274 1797887 8699022 1257774 7441248 2441 2910 1888 3575 4734 15548 2732 974 314 1081 5334 10435 8725005 3492429 0.85290 0.85480 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 0 0 0 0 0 78904 7491 2929 83466 78261 3592 2949 78904 88211 -6577 3373 78261 68328 23413 3530 88211 71752 -616 2808 68328 1.00000 1 0 33476 13847 19629 19629 BENEFICIAL INTEREST IN FUNDS HELD BY OTHERS 83466 OPERATING LEASE RIGHT OF USE ASSETS, NET 90561 FINANCE LEASE RIGHT OF USE ASSETS, NET 5271 179298 RIGHT OF USE LIABILITIES 95937 95937 X 1927248 16328 16328 1910920 0 1910920 2300351 0 2300351 0 2300351 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, 2021. 1 SUSTAINABLE WOODSTOCK PO BOX 611 WOODSTOCK VT 05091 271178081 6536 0 COMMUNITY GARDEN WORK FORM 990, PART VI, SECTION B, LINE 11B THIS 990 HAS BEEN 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 THE ORGANIZATION REVIEWS ANY POTENTIAL CONFLICTS OF INTEREST ON AN ANNUAL BASIS. AT SUCH A TIME THAT ANY MATTER COMES BEFORE THE BOARD IN SUCH A WAY THAT GIVES RISE TO A POTENTIAL CONFLICT OF INTEREST, THE AFFECTED BOARD MEMBER SHALL NOTIFY THE BOARD OF THE POTENTIAL CONFLICT AND RECUSE THEMSELVES FROM ANY VOTE RELATED TO THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 IN DETERMINING COMPENSATION FOR ALL STAFF, VITAL COMMUNITIES USES REGIONAL AND NATIONAL COMPARABILITY DATA. INDEPENDENT CONSULTANTS ARE USED AND DECISIONS ARE CONTEMPORANEOUSLY DOCUMENTED. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, AND THE FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 195,675. MANAGEMENT AND GENERAL EXPENSES 27,353. FUNDRAISING EXPENSES 8,505. TOTAL EXPENSES 231,533. PART VIII, LINE 1H FUNDRAISING EXPENSE AS A PERCENTAGE OF CONTRIBUTION INCOME PER THE FINANCIAL STATEMENTS WAS 12.42% AND 10.25% FOR THE YEARS ENDED JUNE 30, 2024 AND JUNE 20, 2023, RESPECTIVELY.