2013-09-13T04:41:55-07:00 2013-06-30 MICHAEL JULOW CPA 44 PARK ST ESSEX JUNCTION VT 054523564 990 2012-07-01 134287957 HOMESHARE VERMONT INC HOME 8028635625 412 FARRELL STREET SOUTH BURLINGTON VT 05403 JOHN DRAPER 8028635625 2013-08-19 true MICHAEL JULOW 8028782218 X 2012 2016-02-24 21:20:13Z JOHN DRAPER PO BOX 1307 BURLINGTON VT 05402 547730 false X WWW.HOMESHAREVERMONT.ORG X 2005 VT ASSISTING ELDERS AND PERSONS WITH DISABILITIES TO REMAIN LIVING INDEPENDENTLY IN THEIR HOMES. 18 18 5 35 0 244979 404090 14612 14297 14032 8562 71997 113780 345620 540729 0 0 209359 276272 0 18269 82046 93255 291405 369527 54215 171202 871758 1074833 13188 15409 858570 1059424 ASSISTING ELDERS AND PERSONS WITH false false 312654 14297 IN THE PAST YEAR OVER 1,000 PEOPLE CAME THROUGH OUR PROGRAM. OF THESE, WE HELPED 153 PEOPLE FIND SOMEONE TO LIVE WITH THEM AND PROVIDE SOME SERVICE AND/OR RENTAL INCOME, ENABLING THEM TO STAY AT HOME. 79 PEOPLE FOUND AN AFFORDABLE PLACE TO LIVE WITH AN AVERAGE RENT FOR HOMESHARING MATCHES OF ONLY $187/MONTH-VERY AFFORDABLE FOR THIS AREA. WE HELPED 74 FRAIL ELDERS OR PERSONS WITH DISABILITIES TO REMAIN IN THEIR HOMES WITH THE HELP OF HOURLY OR LIVE-IN CAREGIVERS. WE HELPED 78 PEOPLE FIND JOBS PROVIDING PERSONAL, NON-MEDICAL CARE IN THEIR HOMES. 312654 true true false false false false false false false false true false false true false false true false false false false false false false true false false false false false false false false false false false false false false false false false false false false false false true 0 0 5 true false false false false true true true true false false false false X 18 18 false false false false false false false true true false false false true true true true true true true false X X X KIRBY DUNN 8028635625 412 FARRELL ST SUITE 300 SOUTH BURLINGTON VT 05403 DAN STANYON 2.00 X X 0 0 0 KELLY DEFORGE 2.00 X X 0 0 0 JOHN DRAPER 2.00 X X 0 0 0 ZACHARY MANCHESTER 2.00 X X 0 0 0 KATE BALDWIN 2.00 X 0 0 0 ESTELLE DEANE 2.00 X 0 0 0 PETER LAWLOR 2.00 X 0 0 0 GIL LIVINGSTON 2.00 X 0 0 0 CATHIE MERRIHEW 2.00 X 0 0 0 CAROL MILLER 2.00 X 0 0 0 JULIE BURGER PIERSON 2.00 X 0 0 0 DAVID PORTEOUS 2.00 X 0 0 0 CHRIS WALKER 2.00 X 0 0 0 KIRBY DUNN 40.00 X 54059 0 0 PETER CAMERON 2 X JANE GOODMAN 2 X MARGARET CICCHETTI 2 X ANNMARIE PLAN 2 X RADETTA NEMCOSKY 2 X 54059 false false false 200576 203514 404090 14297 14297 8562 8562 120781 7001 113780 113780 540729 14297 122342 54059 48221 2811 3027 164233 146496 8540 9197 38826 34633 2019 2174 19154 17085 996 1073 3200 0 3200 0 12219 12219 0 0 6185 5517 322 346 3843 3843 0 0 8347 7446 434 467 INSURANCE 2881 0 2881 0 WORKSHOP 2343 2343 0 0 CONSULTANTS 4359 2179 2180 0 AMERICORP 1091 1091 0 0 48787 31581 15221 1985 369527 312654 38604 18269 404467 386037 4762 10951 240882 43219 182005 197663 280524 480182 871758 1074833 13188 15409 13188 15409 X 773742 1002956 84828 56468 858570 1059424 871758 1074833 171202 29652 X false true X true false X 238126 219178 456964 244979 404090 1563337 238126 219178 456964 244979 404090 1563337 286730 1276607 12450 8009 22205 14032 8562 65258 17993 22223 22585 71997 134798 1763393 0.72390 0.73870 X 0 0 0 OTHER INCOME PART II, LINE 10; DESCRIPTION: SPECIAL EVENTS; 2008: 17993.; 2009: 22223.; 2010: 22585.; 2011: 71997.; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 221028 30434 190594 19854 12785 7069 197663 FUND HELD BY VERMONT COMMUNITY FOUNDATION 310407 INVESTMENTS HELD BY MERCHANTS TRUST CO. 169775 480182 625342 29652 24353 30608 84613 540729 540729 424488 24353 30608 54961 369527 369527 Pt XI Line 2d TEMPORARILY RESTRICTED NET ASSETS RELEASED Pt XII Line 2d TEMPORARILY RESTRICTED NET ASSETS RELEASED DINNER/RAFFLE Pt VI, Line 11b THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE 990 AND AUDITED FINANCIAL STATEMENTS WITH THE AUDITOR AND EXECUTIVE DIRECTOR BEFORE THE FORM IS FILED. THE FINANCE COMMITTEE HAS AN EXECUTIVE SESSION WITH THE AUDITOR AND WITHOUT STAFF PRESENT. THE FINANCE COMMITTEE THEN REPORTS TO THE BOARD OF DIRECTORS THE RESULTS OF THE AUDIT AND 990 REVIEW AND MAKES COPIES AVAILABLE. Pt VI, Line 12c THE BY-LAWS OF THE ORGANIZATION HAVE A CONFLICT OF INTEREST POLICY WHICH REQUIRES THE FOLLOWING: A. A MEMBER OF THE BOARD SHALL DISCLOSE TO THE BOARD HIS OR HER PERSONAL INTEREST, DIRECT OR INDIRECT, IN ANY MATTER OR TRANSACTION PRESENTED TO THE BOARD, WHICH THE MEMBER BELIEVES MIGHT BE IN CONFLICT WITH THE INTEREST OF HOMESHARE VERMONT B. MEMBERS SHALL DESCRIBE THE NATURE OF THE INTEREST, AND SHALL REFRAIN FROM VOTING ON THE MATTER OR TRANSACTION, AND EXCUSE THEMSELVES FROM ANY DECISION-MAKING OR SERVICE DELIVERY RELATED TO THE POTENTIAL CONFLICT C. THE DISCLOSURE AND THE DECISION REGARDING THE MEMBER'S VOTING SHALL BE MADE A PART OF THE RECORD OF THE BOARD MEETING D. THE BOARD MEMBER WITH A CONFLICT OF INTEREST MAY BE COUNTED IN DETERMINING THE PRESENCE OF A QUORUM AT A MEETING OF THE BOARD OR A COMMITTEE OF THE BOARD E. ALL BOARD MEMBERS SHALL BE ADVISED OF THIS POLICY AND ARE REQUIRED TO SIGN A STATEMENT TO THIS EFFECT ANNUALLY. AT THE ANNUAL MEETING OF THE ORGANIZATION, THE DISCLOSURE FORMS ARE DISTRIBUTED TO BOARD MEMBERS AND THEY ARE ASKED TO COMPLETE THEM. Pt VI, Line 15a AS PART OF THE BUDGET PROCESS THE FINANCE COMMITTEE REVIEWS STAFF SALARIES, WAGES AND BENEFITS. EVERY SEVERAL YEARS, THE SALARY AND COMPENSATION ARE REVIEWED BY THE FINANCE COMMITTEE AND Form 990EZ, Part II, Line 24 GRANTS RECEIVABLE Form 990EZ, Part II, Line 26 ACCOUNTS PAYABLE ACCRUED PAYROLL Form 990, Part IX, Line 24f EDUCATION AND TRAINING 2885. 0. 2885. 0. EQUIPMENT EXPENSES 576. 514. 30. 32. SUPPLIES 3644. 3250. 189. 205. TELEPHONE 5310. 4736. 276. 298. PRINTING 11562. 10313. 601. 648. POSTAGE 4434. 3955. 231. 248. TECHNICAL MAINTENANCE 10495. 0. 10495. 0. MISC 9881. 8813. 514. 554. COMPARED TO THE VT NON-PROFIT COMPENSATION AND BENCHMARK REPORT TO MAKE SURE WE ARE REMAINING COMPETITIVE IN THE MARKETPLACE. Pt VI, Line 15b N/A