VERMONT BUSINESSES FOR SOCIAL RESPONSIBILITY RESEARCH & EDU FDN (EIN 030349495) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1995

Legal Domicile

Principal Officer

ROXANNE VOUGHT

Phone

8028628347

Tax Period

2023-01-01 to 2023-12-31

VERMONT BUSINESSES FOR SOCIAL RESPONSIBILITY RESEARCH & EDU FDN, founded in 1995, is a small nonprofit in the Education sector that reported $612K in total revenue in fiscal year 2023. Revenue surged 22% from the prior year, signaling strong growth momentum.

Mission

TO PROVIDE RESEARCH AND EDUCATION ON ISSUES OF IMPORTANCE TO THE NATURAL, HUMAN, AND ECONOMIC ENVIRONMENTS OF VERMONT CITIZENS.

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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%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $249,975

Program Service Revenue $355,189

Investment Income $6,782

Other Revenue $0

TOTAL REVENUE $611,946

Expense Breakdown

Grants Paid $0

Salaries & Benefits $489,523

Fundraising Expenses $23,055

Program Expenses $540,289

Other Expenses $154,611

TOTAL EXPENSES $644,134

Year-over-Year Comparison

	2023	2022	Change
Revenue	$611,946	$500,480	+0.2%
Expenses	$644,134	$580,891	+0.1%
Net Income	$-32,188	$-80,411	-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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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$98,998

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JULIE LINEBERGER	CHAIR	1.00	Officer Director	$0	$0	$0
JACOB PARK	VICE CHAIR	1.00	Officer Director	$0	$0	$0
JEFFREY HOLLENDER	TREASURER	1.00	Officer Director	$0	$0	$0
MATTHEW RUBIN	SECRETARY	1.00	Officer Director	$0	$0	$0
MARKEY REED	DIRECTOR	1.00	Director	$0	$0	$0
ROXANNE VOUGHT	EXECUTIVE DI	23.00	Officer	$82,174	$16,824	$98,998

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
2024	No data	No data	No data	No data
2023	$611,946	$644,134	$51,074	$-32,188
2021	$466,901	$463,273	$129,095	$3,628
2020	$366,031	$365,765	$322,669	$266
2019	$346,144	$349,253	$377,300	$-3,109
2018	$435,856	$349,897	$420,804	$85,959

VERMONT BUSINESSES FOR SOCIAL RESPONSIBILITY RESEARCH & EDU FDN