2026-05-14T14:19:28-05:00 2025-06-30 991445194 TSS ADVISORS LLC 19 MORGAN DRIVE LEBANON NH 03766 990 2024-07-01 030355283 VITAL COMMUNITIES INC VITA 8022919100 195 NORTH MAIN STREET WHITE RIVER JCT VT 05001 GREG NORMAN CHAIR 8022919100 2026-05-14 1 0 AMBER T MCGONIS CPA P01589070 6036530044 2026-05-14 2024 2025-03-06 01:10:19Z GREG NORMAN 195 NORTH MAIN STREET WHITE RIVER JCT VT 05001 1577902 0 X WWW.VITALCOMMUNITIES.ORG X 1998 VT TO STRENGTHEN THE UPPER VALLEY'S CIVIC, ENVIRONMENTAL & ECONOMIC VITALITY. 14 14 25 160 0 0 1797887 1435816 102965 140431 4734 365 5334 1290 1910920 1577902 75359 347248 0 0 1596195 1640409 0 0 191595 628797 511174 2300351 2498831 -389431 -920929 2118238 1251777 299161 344833 1819077 906944 X VITAL COMMUNITIES ENGAGES UPPER VALLEY PEOPLE, ORGANIZATIONS, AND COMMUNITIES TO CREATE EQUITABLE SOLUTIONS TO OUR REGION'S CHALLENGES, WITH A FOCUS ON THOSE DISPROPORTIONATELY IMPACTED BY THEM. 0 1 456921 54371 9345 FOOD & FARM: DURING FY25 WE MANAGED PROJECTS THAT SUPPORT FARM VIABILITY, ACCESS TO LOCALLY GROWN FOOD, FOOD SYSTEM RESILIENCE, EDUCATION, AND CLIMATE CHANGE MITIGATION AND ADAPTATION. OUR PROJECTS INCLUDED FARM TO SCHOOL, FARM TO EARLY CHILDHOOD EDUCATION, CLIMATE FARMER STORIES, AND THE UPPER VALLEY RESILIENCE NETWORK. TOGETHER, THESE PROJECTS PROVIDED 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. 271872 25000 HOUSING: DURING FY25, WE SUPPORTED 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 INCLUDED PILOTING THE CREATION OF ACCESSORY DWELLING UNITS, PARTICULARLY BY LOW- AND MODERATE-INCOME HOMEOWNERS, THE DEVELOPMENT OF A RESOURCE GUIDE AND NETWORKS TO SUPPORT BIPOC HOME OWNERSHIP, HOSTING FORUMS WITH STAKEHOLDERS THAT PROMOTE HOUSING SOLUTIONS AND ACTION PLANS, ORGANIZING A MULTI-SECTOR HOUSING ADVISORY COMMITTEE, COLLECTING DATA ON HOME CREATION TO INFORM SOLUTIONS, SUPPORTING THE UPPER VALLEY LOAN FUND, A $9 MILLION PROJECT OF THE CORPORATE COUNCIL, AND ENGAGING UPPER VALLEY COMMUNITIES TO EXAMINE AND REFORM ZONING AND LAND USE REGULATIONS. 155849 26689 43833 TRANSPORTATION: DURING FY25 WE SUPPORTED UPPER VALLEY COMMUNITIES' EFFORTS TO CREATE A SAFE, RELIABLE AND MULTIMODAL TRANSPORTATION SYSTEM THAT IS AFFORDABLE, INCREASES COMMUNITY RESILIENCE, AND MINIMIZES CLIMATE IMPACT. PROJECTS INCLUDED CONVENING THE UPPER VALLEY TRANSPORTATION MANAGEMENT ASSOCIATION, AS WELL AS THE STATEWIDE, CLIMATE FOCUSED VERMONT TRANSPORTATION EFFICIENCY NETWORK. WE ALSO EXPANDED THE UPPER VALLEY E-BIKE LENDING LIBRARY (UVELL), FACILITATED EMPLOYER-BASED E-BIKE LIBRARY AND BIKESHARE PROGRAMS, PROVIDED E-BIKE SUBSIDIES FOR LOW- AND MODERATE-INCOME RESIDENTS, AND PROMOTED WALK, BIKE, & RIDE CAMPAIGNS. 115576 85453 CIVIC ENGAGEMENT AND LEADERSHIP THE ORGANIZATION IMPLEMENTED A VARIETY OF PROJECTS THAT ADVANCE OUR REGION AS ONE OF INCLUSIVE, COOPERATIVE, AND WELCOMING COMMUNITIES WHERE ALL PEOPLE SEE THEMSELVES REPRESENTED. DURING FY25, THESE PROJECTS INCLUDED LEADERSHIP UPPER VALLEY, THE CORPORATE COUNCIL, THE MUNICIPAL LEADERS, COMMUNITY DISCUSSION LISTS, AND VALLEY QUEST. 281236 241188 1800 FISCAL SPONSORSHIPS FOR THE YEARS ENDED JUNE 30, 2025 AND 2024, PROJECTS INCLUDE WRLC. 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. 69533 COMMUNICATIONS WITH A COMMITMENT TO EQUITY FOR ALL, WE PROMOTE THE VISION OF A THRIVING AND INTERCONNECTED REGION. PROJECTS INCLUDE SHARING INFORMATION ABOUT VITAL COMMUNITIES PROGRAMS AND ABOUT OUR PARTNERS THROUGH SPRING AND FALL PRINT NEWSLETTERS, A MONTHLY E-NEWS, PROGRAM-SPECIFIC NEWSLETTERS, OUR WEBSITE, SOCIAL MEDIA; AND PARTICIPATING IN A WIDE VARIETY OF EVENTS THROUGHOUT THE REGION. 63811 CLIMATE & ENERGY DURING FY25, THE ORGANIZATION FOCUSED ON DEEP COMMUNITY ENGAGEMENT, MAPPING THE NEEDS AND PRIORITIES IDENTIFIED BY OUR LOCAL AND REGIONAL PARTNERS. OUR FINDINGS WILL INFORM THE DESIGN AND IMPLEMENTATION OF NEW PROJECTS, WITH THE GOAL OF SUPPORTING COMMUNITIES AND PARTNERS AS THEY WORK TO RESTORE ECOSYSTEM BALANCE, MITIGATE THE DRIVERS OF CLIMATE CHANGE WHILE ADAPTING TO THE IMPACTS OF CLIMATE CHANGE, AND INCREASE ACCESS TO AFFORDABLE AND SUSTAINABLE ENERGY. 530156 241188 87253 1414798 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 31 0 1 25 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 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 JCT VT 05001 STACY CHIOCCIO MEMBER 1.00 X 0 0 0 HEATHER DRINAN MEMBER 1.00 X 0 0 0 ANNE CHAPIN SECRETARY AS OF JAN 2025 5.00 X X 0 0 0 AMY LAPPIN MEMBER 1.00 X 0 0 0 BENJAMIN J NELSON MEMBER 1.00 X 0 0 0 MEGHAN BUTTS MEMBER 1.00 X 0 0 0 BRIAN LOEB MEMBER 1.00 X 0 0 0 TIM JOSEPHSON MEMBER 1.00 X 0 0 0 TAWANNA LOUISE MEYERS MEMBER 1.00 X 0 0 0 GREG NORMAN CHAIR 5.00 X X 0 0 0 CHELSEA CASSADY SECRETARY THROUGH JAN 2025, MEMBER AS OF JAN 2025 5.00 X 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 5.00 X X 0 0 0 RYAN SCELZA TREASURER 5.00 X X 0 0 0 SARAH JACKSON EXECUTIVE DIRECTOR 40.00 X 146025 0 4381 146025 0 4381 1 0 1 0 0 274711 1161105 2238 1435816 PROGRAM INCOME 624200 140431 140431 140431 365 365 MISCELLANEOUS INCOME 900099 1290 1290 1290 1577902 140431 0 1655 345501 345501 1747 1747 144259 90883 14426 38950 1196103 635225 462714 98164 31379 4192 26251 936 157666 119901 35036 2729 111002 27449 77167 6386 5048 5048 79776 79776 173955 63274 81426 29255 58008 18255 39753 11541 11541 5588 5588 COMMUNICATIONS 49670 41027 4881 3762 OTHER PERSONNEL EXPENSE 35064 5540 28882 642 HONORARIA AND OTHER AWA 22335 22335 DUES & MEMBERSHIPS 22168 3381 16699 2088 48021 24547 14791 8683 2498831 1414798 892438 191595 72525 121075 1239708 660608 570264 256909 9943 34939 15453 15453 11418 25997 33476 19435 19629 14041 179298 122755 2118238 1251777 157818 241156 45406 40000 95937 63677 299161 344833 X 515715 466829 1303362 440115 1819077 906944 2118238 1251777 -920929 8796 0 X 0 1 X 1 0 X 1369200 1922184 2313274 1797887 1435816 8838361 1369200 1922184 2313274 1797887 1435816 8838361 1285963 7552398 2910 1888 3575 4734 365 13472 974 314 1081 5334 1290 8993 8860826 3499658 0.85230 0.85290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 1 0 0 0 0 0 83466 8796 2983 89279 78904 7491 2929 83466 78261 3592 2949 78904 88211 -6577 3373 78261 68328 23413 3530 88211 1 0 33476 19435 14041 14041 BENEFICIAL INTEREST IN FUNDS HELD BY OTHERS 89279 OPERATING LEASE RIGHT OF USE ASSETS, NET 29523 FINANCE LEASE RIGHT OF USE ASSETS, NET 3953 122755 RIGHT OF USE LIABILITIES 33677 OTHER LIABILITY 30000 63677 X 1385505 8796 -201193 -192397 1577902 0 1577902 2297638 0 2297638 201193 201193 2498831 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, 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: TRANSFER OF NET ASSETS -201,193. PART XII, LINE 4B - OTHER ADJUSTMENTS: TRANSFER OF NET ASSETS 201,193. 1 WINTER CENTER FOR INDIGENOUS TRADITIONS 229 UPPER LOVELAND RD NORWICH VT 05055 020490723 241188 0 UNRESTRICTED GRANT TO SUPPORT THEIR MISSION GREEN MOUNTAIN DEVELOPMENT CORPORATION 35 RAILROAD ROW WHITE RIVER JUNCTION VT 05001 030284683 15000 0 GRANT ORGANIZATION FOR REFUGEE AND IMMIGRANT SUCCESS 434 LAKE AVE MANCHESTER NH 03103 760826598 15000 0 FRESH START FARMS PROGRAM TWO RIVERS-OTTAUQUECHEE REGIONAL COMMISSION 128 KING FARM ROAD WOODSTOCK VT 05091 825518805 10000 0 GRANT FEEDING THE VALLEY ALLIANCE PO BOX 285 ROCHESTER VT 15767 853490118 7285 0 FRESH FOOD TO FAMILIES IN THE WHITE RIVER VALLEY MOON AND STARS 10 FERRY STREET STE 333 411 CONCORD NH 03301 334740409 9092 0 SUPPORTING THOSE AFFECTED BY DOMESTIC VIOLENCE SULLIVAN COUNTY CONSERVATION DISTRICT 95 COUNTY FARM RD UNITY NH 03743 5235 0 GRANT OTTAUQUECHEE NATURAL RESOURCES CONSERVATION DISTRICT PO BOX 163 NORTH SPRINGFIELD VT 05150 5900 0 GRANT KEARSARGE FOOD HUB 11 W MAIN ST BRADFORD NH 03221 473909093 7777 0 GRANT 0 0 0 0 0 0 0 0 0 SARAH JACKSON EXECUTIVE DIRECTOR 146025 0 0 0 0 0 4381 0 0 0 150406 0 0 0 FORM 990, PART III, LINE 3 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. THIS FISCAL SPONSORSHIP AGREEMENT TERMINATED EFFECTIVE DECEMBER 31, 2024. 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. PART VIII, LINE 1H FUNDRAISING EXPENSE AS A PERCENTAGE OF CONTRIBUTION INCOME PER THE FINANCIAL STATEMENTS WAS 7.49% AND 12.42% FOR THE YEARS ENDED JUNE 30, 2025 AND JUNE 20, 2024, RESPECTIVELY.