2025-11-05T15:19:13-06:00 2025-06-30 991445194 TSS ADVISORS LLC 19 MORGAN DRIVE LEBANON NH 03766 990 2024-07-01 030182055 LYNDON INSTITUTE INC LYND 8025353636 168 INSTITUTE CIRCLE LYNDON CENTER VT 05850 DR BRIAN BLOOMFIELD HEAD OF SCHOOL 8026266122 2025-11-05 1 1 AMBER T MCGONIS CPA P01589070 6036530044 2025-11-05 2024 2025-03-06 01:10:19Z DR BRIAN BLOOMFIELD POBOX 127 LYNDON CENTER VT 05850 21677354 0 X WWW.LYNDONINSTITUTE.ORG X 1923 VT LYNDON INSTITUTE INSPIRES OUR STUDENTS TO BECOME ACCOMPLISHED LEARNERS, CREATIVE THINKERS, AND COMPASSIONATE COMMUNITY MEMBERS. 20 20 200 27 0 0 2364260 3291279 11440899 12071611 1336447 1664865 89779 35053 15231385 17062808 706297 682976 0 0 8708762 9296242 0 0 389686 4182087 4486592 13597146 14465810 1634239 2596998 28312955 30803027 8272138 8123892 20040817 22679135 LYNDON INSTITUTE INSPIRES OUR STUDENTS TO BECOME ACCOMPLISHED LEARNERS, CREATIVE THINKERS, AND COMPASSIONATE COMMUNITY MEMBERS. 0 0 10673844 682976 12071611 LYNDON INSTITUTE IS A COMPREHENSIVE TOWN ACADAMY FOR GRADES 9 - 12, OFFERING A 150-COURSE CURRICULUM SPECIALIZING IN CORE AND HONORS ACADEMICS, FINE AND PERFORMING ARTS AND TECHNICAL AND CAREER PROGRAMS. 10673844 1 1 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 0 1 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 57 0 1 200 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 0 0 1 0 0 X X THE ORGANIZATION 8025353636 PO BOX 127 LYNDON CENTER VT 05850 ROY STARLING TRUSTEE 4.00 X 0 0 0 CURTIS CAPENTER TRUSTEE AS OF SEPT. 2024 4.00 X 0 0 0 LARISSA CISI FLYNN TRUSTEE 4.00 X 0 0 0 CALEB BURRINGTON TRUSTEE 4.00 X 0 0 0 LORALEE L TESTER PRESIDENT 4.00 X X 0 0 0 HEATHER BATALION VICE PRESIDENT AS OF SEPT. 2024 4.00 X X 0 0 0 BETSY J BAILEY VICE PRESIDENT THROUGH SEPT. 2024 4.00 X X 0 0 0 STEPHEN MALESKI SECRETARY THROUGH SEPT. 2024 4.00 X X 0 0 0 LORRAINE B IMPEY TRUSTEE 4.00 X 0 0 0 BRETTON J GALE TREASURER 4.00 X X 0 0 0 LAURIE BOSWELL TRUSTEE 4.00 X 0 0 0 RYAN NOYES TRUSTEE 4.00 X 0 0 0 ANGELA MIDDLETON TRUSTEE 4.00 X 0 0 0 AMBER MACEK TRUSTEE 4.00 X 0 0 0 WILLIAM LARRAMEE SECRETARY AS OF SEPT. 2024 4.00 X X 0 0 0 GREGORY MCCORMICK TRUSTEE 4.00 X 0 0 0 VICKI WALKER TRUSTEE 4.00 X 0 0 0 DAVID GWATKIN TRUSTEE 4.00 X 0 0 0 EVAN CARLSON TRUSTEE 4.00 X 0 0 0 JOHN ELIOT TRUSTEE AS OF SEPT. 2024 4.00 X 0 0 0 PATRICIA EMERY TRUSTEE THROUGH SEPT. 2024 4.00 X 0 0 0 RICHARD ANGELL DIRECTOR OF OPERATIONS 40.00 X 107299 0 13612 MEAGAN HOWARD CFO 40.00 X 131282 0 7188 BRIAN BLOOMFIELD HEAD OF SCHOOL 50.00 X 230672 0 48240 469253 0 69040 3 0 1 0 ELIOR INC PO BOX 743357 ATLANTA GA 30374 FOOD SERVICES 476762 1 21683 2540769 728827 171298 3291279 TUITION AND FEES 611600 10503374 10503374 RESIDENTIAL PROGRAM INCOME 611600 975217 975217 FOOD SALES 721310 254517 254517 ATHLETIC INCOME 711210 13325 13325 325178 325178 12071611 503914 503914 243232 196556 46676 46676 46676 5561318 3750 4393668 10449 1167650 -6699 1160951 1160951 2250 21683 13873 -11623 -11623 17062808 12071611 0 1699918 682976 682976 555196 555196 6528728 4714134 1586156 228438 932065 854915 65709 11441 771736 528465 204895 38376 508517 348101 145087 15329 3946 3946 67600 67600 78294 78294 380698 349463 31235 68665 68665 447175 325034 98643 23498 127448 108331 16568 2549 1020184 826349 173431 20404 29740 25015 4725 8054 1826 6228 312949 281654 31295 854413 692075 145250 17088 179477 145376 30511 3590 STUDENT ACTIVITIES 509026 509026 DUES AND SUBSCRIPTIONS 265454 119334 131587 14533 VEHICLE REPAIRS 69417 69417 CTE BUSINESS EXPENSES 25924 25924 38128 23688 14440 14465810 10673844 3402280 389686 1909937 1802066 89018 189206 366321 228389 50247 57893 75724 104024 26404371 14598288 10960864 11806083 12802860 14476140 2057984 2139226 28312955 30803027 936444 1053610 686931 592769 6474367 6346198 174396 131315 8272138 8123892 X 11683957 12920002 8356860 9759133 20040817 22679135 28312955 30803027 2596998 41320 0 X X 0 1 X 1 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED X X X 0 10407374 163516 1517856 340224 11748522 9284380 118625 1350418 346049 10407374 12784806 117415 713231 4331072 9284380 12934019 1395482 -1134677 410018 12784806 10313474 294084 2616216 289755 12934019 0.51412 0.29275 0.19313 1 0 250625 250625 20303488 11001563 9301925 882648 827565 55083 3257790 2211952 1045838 1709820 557208 1152612 11806083 BENEFICIAL INTEREST IN PERPETUAL TRUST 1584679 CONTRIBUTION RECEIVABLE FROM REMAINDER TRUST 446539 FINANCE LEASE ROU 108008 2139226 DUE TO STUDENT ORGANIZATIONS 7735 LEASES ROU 123580 131315 X 16553287 41320 210429 251749 16301538 78294 682976 761270 17062808 13914969 210429 210429 13704540 78294 682976 761270 14465810 PART III, LINE 1A: THE COLLECTION, WHICH CONSISTS OF LIBRARY BOOKS, PERIODICALS AND RELATED MATERIAL, WAS ACQUIRED THROUGH PURCHASES SINCE THE SCHOOL'S INCEPTION AND IS NOT RECOGNIZED AS AN ASSET ON THE STATEMENT OF FINANCIAL POSITION. PURCHASES OF COLLECTION ITEMS ARE RECORDED AS DECREASES IN UNRESTRICTED NET ASSETS IN THE YEAR IN WHICH THE ITEMS ARE ACQUIRED. PART V, LINE 4: THE SCHOOL'S ENDOWMENT CONSISTS OF 83 INDIVIDUAL FUNDS ESTABLISHED FOR A VARIETY OF PURPOSES. ITS ENDOWMENT INCLUDES BOTH DONOR-RESTRICTED ENDOWMENT FUNDS AND FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS. AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES (GAAP), NET ASSETS ASSOCIATED WITH ENDOWMENT FUNDS, INCLUDING FUNDS DESIGNATED BY THE BOARD OF TRUSTEES TO FUNCTION AS ENDOWMENTS, ARE CLASSIFIED AND REPORTED BASED ON THE EXISTENCE OR ABSENCE OF DONOR IMPOSED RESTRICTIONS. PART X, LINE 2: ACCOUNTING STANDARDS CODIFICATION SUBTOPIC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, ADDRESSES THE ACCOUNTING UNCERTAINTY OF INCOME TAXES RECOGNIZED IN AN ENTERPRISE'S FINANCIAL STATEMENTS AND PRESCRIBES A THRESHOLD OF "MORE-LIKELY-THAN-NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. SUBTOPIC 740-10 ALSO PROVIDES GUIDANCE ON MEASUREMENT CLASSIFICATION, INTEREST AND PENALTIES AND DISCLOSURE. THE SCHOOL HAS DETERMINED THAT THE PROVISIONS OF SUBTOPIC 740-10 DO NOT HAVE A MATERIAL EFFECT ON THE SCHOOL'S FINANCIAL STATEMENTS. THE SCHOOL BELIEVES IT IS NO LONGER SUBJECT TO EXAMINATIONS FOR YEARS PRIOR TO 2021. PART XI, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 196,556. FUNDRAISING EVENTS 13,873. PART XI, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 682,976. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES 196,556. FUNDRAISING EVENTS 13,873. PART XII, LINE 4B - OTHER ADJUSTMENTS: FINANCIAL AID 682,976. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 REGISTRATION PERIOD IS OPEN TO ALL 9-12 DAY STUDENTS WISHING TO APPLY TO LYNDON INSTITUTE. OPEN REGISTRATION IS ANNOUNCED THROUGH NEWSPAPER AND BROADCAST MEDIA. THE NON-DISCRIMINATORY POLICY IS ON THE FRONT PAGE OF THE STUDENT/PARENT HANDBOOK. FOR THE BOARDING STUDENTS, THE ADMISSIONS TEAM TRAVELS TO A VARIETY OF COUNTRIES TO LET STUDENTS KNOW ABOUT THE PROGRAMS THAT THE SCHOOL OFFERS. SCHEDULE E, PART I, LINE 6 LYNDON INSTITUTE, INC. RECEIVES GRANT MONEY FROM THE STATE OF VERMONT. GOLF TOURNAMENT 23933 21683 2250 500 10398 2975 23933 21683 2250 500 10398 2975 13873 -11623 1 SCHOLARSHIPS FOR TUITION AND FEES. 32 682976 FMV SCHOLARSHIPS PART I, LINE 2: ALL FINANCIAL AID AWARDED TO STUDENTS IS FUNDED INTERNALLY RATHER THAN THROUGH GRANTS. 0 0 0 0 0 0 0 0 0 BRIAN BLOOMFIELD HEAD OF SCHOOL 230672 0 0 0 0 0 5011 0 43229 0 278912 0 0 0 A VERMONT EDUCATIONAL AND HEALTH BUILDINGS FINANCING AGENCY 237154467 2021-01-01 3689545 REFINANCE VEDA REVENUE BOND 0 0 0 A 3617201 3689545 74344 2021 1 0 1 1 A 0 0 0 1 0 0 0 0 0 A 0 X 1 22400 FMV X 1 111064 FMV X GIFTS IN KIND 15 37834 FMV 0 0 1 FORM 990, PART VI, SECTION A, LINE 6 THE MEMBERS (CORPORATORS) OF THE INSTITUTE SHALL CONSIST OF NOT LESS THAN FIFTY AND NOT MORE THAN ONE HUNDRED FIFTY. FORM 990, PART VI, SECTION A, LINE 7A THE CORPORATORS OF LYNDON INSTITUTE ELECT THE BOARD OF TRUSTEES FROM ELIGIBLE MEMBERS OF THE CORPORATION. THE BOARD OF TRUSTEES SHALL CONSIST OF NO MORE THAN TWENTY-ONE (21) AND NO FEWER THAN FIFTEEN (15) TRUSTEES. THE BOARD OF TRUSTEES WILL BE VOTED ON AN ANNUAL BASIS AT THE ANNUAL MEETING HELD IN SEPTEMBER. THE BOARD OF TRUSTEES SHALL SELECT AND EMPLOY A HEAD OF SCHOOL WHO WILL BE CHARGED WITH THE DAILY ADMINISTRATION OF EDUCATIONAL LEADERSHIP OF THE SCHOOL. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE CFO, HEAD OF SCHOOL AND EXECUTIVE COMMITTEE PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C LYNDON INSTITUTE MONITORS POTENTIAL CONFLICTS OF INTEREST ON A REGULAR BASIS AS WE PREPARE OUR ANNUAL FINANCIAL STATEMENT AUDIT. AT THIS TIME WE ACCUMULATE A LIST OF ALL RELATED PARTIES AND DETAIL THEIR RELATIONSHIP TO THE SCHOOL. FORM 990, PART VI, SECTION B, LINE 15A THE HEAD OF SCHOOL'S COMPENSATION WAS SET AT THE TIME HE WAS HIRED BY THE HIRING COMMITTEE WITH HELP OF THE CONSULTANT. HIS CONTRACT BEGAN ON JULY 1, 2022. FORM 990, PART VI, SECTION C, LINE 19 LYNDON INSTITUTE IS NOT REQUIRED TO MAKE ITS FORM 1023 AVAILABLE TO THE GENERAL PUBLIC AS THEY OBTAINED EXEMPTION PRIOR TO 1973. THE FORM 990 IS MADE AVAILABLE FOR PUBLIC INSPECTION THROUGH USE OF THE GUIDESTAR WEBSITE. PART XII, LINE 2C NO CHANGES FROM PRIOR YEAR.