COUNSELING SERVICE OF ADDISON COUNTY

EIN: 030212396 501(c)(3) Mental Health

MIDDLEBURY, VT

Total Revenue
$30,448,100
Total Expenses
$29,159,251
Total Assets
$20,889,182
Net Assets
$15,093,377
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1959
Legal Domicile
VT
Principal Officer
RACHEL LEE
Phone
8023886751
Tax Period
2024-07-01 to 2025-06-30

COUNSELING SERVICE OF ADDISON COUNTY, founded in 1959, is a mid-sized nonprofit in the Mental Health sector that reported $30.4M in total revenue in fiscal year 2024. Expenses of $29.2M left a modest 4% surplus.

Mission

BEHAVORIAL HEALTH, SUBSTANCE ABUSE AND DEVELOPMENTAL SERVICES

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,479,766
Program Service Revenue $27,757,881
Investment Income $210,453
Other Revenue $0
TOTAL REVENUE $30,448,100

Expense Breakdown

Grants Paid $0
Salaries & Benefits $19,369,898
Fundraising Expenses $0
Program Expenses $25,676,230
Other Expenses $9,789,353
TOTAL EXPENSES $29,159,251

Year-over-Year Comparison

2024 2023 Change
Revenue $30,448,100 $29,856,447 +0.0%
Expenses $29,159,251 $29,037,321 +0.0%
Net Income $1,288,849 $819,126 +0.6%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
15
Independent Members
15
Employees
342
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
6
$350,692
Total Directors
15
$0
Key Employees
1
$276,666
Highest Compensated
5
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
GREGORY MAIRS DIRECTOR OF 44.57
Key Emp
$245,632 $31,034 $276,666
BRITTANY CROWLEY PSYCHIATRIST 32.00
Highest
$196,072 $28,603 $224,675
RACHEL LEE EXECUTIVE DI 40.00
Officer
$168,626 $28,627 $197,253
ANNAMARIE SCHRADER ADV. PRACTIC 37.50
Highest
$149,883 $27,159 $177,042
JESSICA LINDERT ADV. PRACTIC 40.00
Highest
$137,947 $27,628 $165,575
ALEXA EULER DIRECTOR OF 40.00
Highest
$116,681 $38,287 $154,968
WILLIAM CLAESSENS CFO 40.00
Officer
$125,137 $28,302 $153,439
JENNIFER MURDOCH ASSOC. DS DI 50.00
Highest
$107,771 $39,788 $147,559
ADAM AGUIRRE BOARD MEMBER 2.00
Director
$0 $0 $0
SUZANNE ALDANA VICE PRESIDE 2.00
Officer Director
$0 $0 $0
CASEY COVEY BOARD MEMBER 2.00
Director
$0 $0 $0
JON CRYSTAL SECRETARY 2.00
Officer Director
$0 $0 $0
BILL CUNNINGHAM BOARD MEMBER 2.00
Director
$0 $0 $0
FRED DIEDRICH BOARD MEMBER 2.00
Director
$0 $0 $0
KATHLEEN DORMAN BOARD MEMBER 2.00
Director
$0 $0 $0
BRYAN PLANT II BOARD MEMBER 2.00
Director
$0 $0 $0
MARIE LENNON BOARD MEMBER 2.00
Director
$0 $0 $0
GARY MARGOLIS BOARD MEMBER 2.00
Director
$0 $0 $0
JUBILEE MCGILL BOARD MEMBER 2.00
Director
$0 $0 $0
HERB OLSON BOARD MEMBER 2.00
Director
$0 $0 $0
DAVID K ROBERTS PRESIDENT 2.00
Officer Director
$0 $0 $0
MARYCAROL ROSSIGNOL BOARD MEMBER 2.00
Director
$0 $0 $0
JOANNE SCOTT TREASURER 2.00
Officer Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $30,448,100 $29,159,251 $20,889,182 $1,288,849
2024 $29,856,447 $29,037,321 $19,959,002 $819,126
2023 $32,869,004 $27,797,833 $19,236,196 $5,071,171
2022 $25,520,497 $24,867,687 $12,594,069 $652,810
2021 $24,693,481 $23,778,064 $12,612,934 $915,417
2020 $24,331,277 $24,064,577 $12,010,090 $266,700
2019 $23,238,318 $23,044,751 $10,598,900 $193,567
2018 $23,083,637 $22,759,326 $10,520,981 $324,311
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