2024-05-15T13:41:37-05:00 2023-06-30 921397405 TSS ADVISORS LLC 19 MORGAN DRIVE LEBANON NH 03766 990 2022-07-01 030355283 VITAL COMMUNITIES INC VITA 8022919100 195 NORTH MAIN STREET WHITE RIVER JUNCTION VT 05001 AMY LAPPIN CHAIR 8022919100 2024-05-15 1 AMY LAPPIN 999009999 0 AMBER T MCGONIS CPA P01589070 6036530044 2024-05-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z AMY LAPPIN 195 NORTH MAIN STREET WHITE RIVER JUNCTION VT 05001 3041220 0 X WWW.VITALCOMMUNITIES.ORG X 1998 VT TO STRENGTHEN THE UPPER VALLEY'S CIVIC, ENVIRONMENTAL & ECONOMIC VITALITY. 16 16 35 353 0 0 1922184 2313274 951906 723290 1888 3575 314 1081 2876292 3041220 64455 238586 0 0 1182926 1645794 5556 0 243696 1085084 1134507 2338021 3018887 538271 22333 2336539 2511012 177504 318832 2159035 2192180 X VITAL COMMUNITIES ENGAGES UPPER VALLEY PEOPLE, ORGANIZATIONS & COMMUNITIES TO CREATE EQUITABLE SOLUTIONS TO OUR REGION'S CHALLENGES. 0 0 558397 584377 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. FROM SEPTEMBER 2020 THROUGH MARCH 2023, UVEE DISTRIBUTED MORE THAN 200,000 MEALS TO ALMOST 128,000 VERMONTERS, OVER HALF OF WHICH WERE SENIORS AND REACHING OVER 79,000 HOUSEHOLDS. AT $10/MEAL, THIS VOLUME TRANSLATES TO OVER $2 MILLION IN MUCH-NEEDED INCOME FOR PARTICIPATING LOCAL RESTAURANTS WITH OVER $521,000 GOING TO LOCAL FARMERS AND FOOD PRODUCERS. 243174 500 2221 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. 486926 222644 28368 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. 125517 2905 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. 13060 0 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. 117467 0 35460 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. 56270 2773 1150 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. 115967 13819 30199 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. 65958 4511 FISCAL SPONSORSHIPS- FINANCIAL ACTIVITY OF FISCALLY SPONSORED PROJECT, AGGREGATED FOR FINANCIAL STATEMENT PURPOSES. PROJECTS INCLUDE: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. 105110 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. 110907 34099 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. 59912 -300 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. 109085 -850 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. 97387 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. 976640 15442 108324 2265137 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 31 0 1 35 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 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 END 6/30/2023 5.00 X 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 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 1.00 X 0 0 0 JULIA GRIFFIN MEMBER EFF 9/22; V. CHAIR EFF. 12/22 1.00 X X 0 0 0 SARAH JACKSON EXECUTIVE DIRECTOR 40.00 X 102496 0 3997 102496 0 3997 1 0 0 0 0 239558 2073716 3783 2313274 PROGRAM INCOME 624200 723290 723290 723290 3575 3575 MISCELLANEOUS INCOME 900099 1081 1081 1081 3041220 723290 0 4656 X 224867 224867 13719 13719 127040 80035 12704 34301 1192540 829054 217370 146116 29867 21391 5132 3344 188383 143807 22197 22379 107964 74799 19187 13978 7846 7846 24539 24539 305448 206458 88780 10210 77899 31538 46361 18508 16854 1064 590 8126 188 7938 FOOD PROCUREMENT 491110 491110 COMMUNICATIONS 87679 63824 18443 5412 OTHER PERSONNEL EXPENSE 28962 17204 11261 497 EQUIPMENT AND MAINTENAN 28277 13364 10098 4815 56113 36925 17134 2054 3018887 2265137 510054 243696 15985 5979 1409076 1192274 563905 894390 120527 43019 25301 25453 20808 17842 51516 25384 25589 26132 51080 59592 26007 26280 78261 220051 2336539 2511012 176061 177685 1443 141147 177504 318832 X 1040119 1100872 1118916 1091308 2159035 2192180 2336539 2511012 22333 10812 0 X 0 1 X 1 0 X 1026856 1296477 1369200 1922184 2313274 7927991 1026856 1296477 1369200 1922184 2313274 7927991 1126678 6801313 2132 2441 2910 1888 3575 12946 10835 2732 974 314 1081 15936 7956873 3548632 0.85480 0.79150 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 1300 0 0 1300 0 PART II-B, LINE 1: EXECUTIVE DIRECTOR HAD DISCUSSIONS WITH LEGISLATORS IN NH FOR CHILDCARE SUPPORT. 0 78261 3592 2949 78904 88211 -6577 3373 78261 68328 23413 3530 88211 71752 -616 2808 68328 73001 1556 2805 71752 1.00000 1 0 51516 25384 26132 26132 BENEFICIAL INTEREST IN FUNDS HELD BY OTHERS 78904 OPERATING LEASE RIGHT OF USE ASSETS, NET 134558 FINANCE LEASE RIGHT OF USE ASSETS, NET 6589 220051 RIGHT OF USE LIABILITIES 141147 141147 X 3052032 10812 10812 3041220 0 3041220 3018887 0 3018887 0 3018887 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, 2020. 1 GLOBAL VILLAGE FOODS 6962 WOODSTOCK RD WHITE RIVER JUNCTION VT 05001 464834099 163400 0 FOOD VISION GRANT 1 E-BIKES 8 13719 FMV E-BIKES 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 206,458. MANAGEMENT AND GENERAL EXPENSES 88,780. FUNDRAISING EXPENSES 10,210. TOTAL EXPENSES 305,448. PART VIII, LINE 1H FUNDRAISING EXPENSE AS A PERCENTAGE OF CONTRIBUTION INCOME PER THE FINANCIAL STATEMENTS WAS 10.25% AND 9.36% FOR THE YEARS ENDED JUNE 30, 2023 AND JUNE 20, 2022, RESPECTIVELY.