Sara M Holbrook Community FY2021 filing

Burlington, VTUnknown exempt organization EIN 03-0179595Revenue $1.3M in FY2021

On file with the IRSsaraholbrookcc.orgPo Box 3039 · Burlington, VT

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To develop responsible and productive children, youth and families through social development, educational and recreational opportunities. The center services chittenden county with a primary focus being on the north end of burlington.

85¢ of each $1 spent went to programs.
$104K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

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FY2021 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 6
filings with a surplus
Average deficit $624K a year · 111% of revenue · last 6 filings
Concern: a surplus in 2 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
85%
of spending
Looks good: 85% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$104K
to officers and key staff · 9% of spending
Looks good: pay to officers and key staff is 9% of spending; 15% or less.
Pt VII · Sec A
7 mo
of spending, in cash
Looks good: 7.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $29K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$524K
10% of total assets
Looks good: liabilities are 10% of assets; 50% or less.
Pt X · Ln 26
Independent board members
14
of 14 voting members
Looks good: 14 of 14 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.3M
-23% vs prior year
Spent
$1.2M
To programs
85%
Net assets
$4.8M
By yearFY2020–FY2025
Revenue
$1.3M
FY2021▼ -23%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.7M
FY2021$1.3M
FY2022$1.0M
FY2023$1.1M
FY2024$1.0M
FY2025−$2.7M
Expenses
$1.2M
FY2021▲ +72%
Tap a bar for its year
Expenses by fiscal year
FY2020$684K
FY2021$1.2M
FY2022$1.4M
FY2023$1.7M
FY2024$1.4M
FY2025$748K
Net assets
$4.8M
FY2021▲ +3%
Tap a bar for its year
Net assets by fiscal year
FY2020$4.7M
FY2021$4.8M
FY2022$4.4M
FY2023$3.8M
FY2024$3.4M
FY2025$0

From the FY2021 Form 990 (year ending March 2021) · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

85 cents of each dollar spent went to programs.

Program services 85% · $998K Management & general 9% · $102K Fundraising 6% · $75K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

16 people listed on the 990; $104K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
$61,515Pt VII · Sec A
Former Exec
$42,399Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Christine Lloyd-Newberry$53,329$86,660$85,540$78,366$61,515—
Leisa Pollander————$42,399$69,161

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Provides social, educational, and recreational programs to help children, youth, and families thrive.

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Provided by the organization

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1 program · $998K · in their own filed words · FY2020
01

Provides preschool programs where families have access to high quality care and education as well as after school, summer school and teen drop in center programs where youth are able to engage in safe and healthy activities during non school hours. These programs are for children of low income families in burlington, vermont.

$998Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 2 funders$29K
Grants paid · 4 grants · $173K · 2020–2024

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$1.3M
Ln 12
Gifts and grantsLn 1h$1.0M
Fees for servicesLn 2g$241K
Investment incomeLn 3$2K
Money outPt IX
$1.2M
Ln 25
Programscol B$998K
Managementcol C$102K
Fundraisingcol D$75K
Owns and owesPt X
$4.8M
net assets · Ln 32
Cash and savingsLn 1–2$712K
Total assetsLn 16$5.4M
LiabilitiesLn 26$524K
PeoplePt VI, VII
16
listed · VII A
PaidVII A2
Voting boardVI 1a14
IndependentVI 1b14
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.0M
Government grantsLn 1e$269K
Fees for servicesLn 2g$241K
Investment incomeLn 3$2K
Total revenueLn 12$1.3M
Assets in detailPt X, end of year
CashLn 1$422K
SavingsLn 2$290K
Cash and savings togetherLn 1–2$712K
InvestmentsLn 11–13$68K
Land, buildings, equipmentLn 10c$4.5M
Total assetsLn 16$5.4M
LiabilitiesLn 26$524K
Net assetsLn 32$4.8M
OperationsPt I, VI
EmployeesI 543
VolunteersI 6270
Fiscal year endsHeaderMarch
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$653K$712K
InvestmentsLn 11–13$46K$68K
Land, buildings, equipmentLn 10c$613K$4.5M
Total assetsLn 16$5.2M$5.4M
LiabilitiesLn 26$543K$524K
Net assetsLn 32$4.7M$4.8M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$91K$91K
Pay of current officers, directors and key staffLn 5$106K$47K$34K$26K
Other salaries and wagesLn 7$548K$482K$38K$27K
Other employee benefitsLn 9$46K$41K$3K$2K
Payroll taxesLn 10$60K$53K$4K$3K
Accounting feesLn 11c$35K$30K$2K$2K
Advertising and promotionLn 12$3K$3K$223$159
Office expensesLn 13$11K$10K$786$562
OccupancyLn 16$77K$68K$5K$4K
TravelLn 17$7K$6K$492$351
InterestLn 20$11K$10K$783$559
Depreciation, depletion and amortizationLn 22$74K$65K$5K$4K
InsuranceLn 23$26K$23K$2K$1K
Other expenses (24a–d)Ln 24$69K$60K$5K$3K
All other expensesLn 24e$9K$8K$617$442
Total functional expensesLn 25$1.2M$998K$102K$75K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest −$2.7M$748K−$3.4M$0 990 PDF
FY2024 $1.0M$1.4M−$361K$3.4M 990 PDF
FY2023 $1.1M$1.7M−$656K$3.8M 990 PDF
FY2022 $1.0M$1.4M−$406K$4.4M 990 PDF
FY2021 Viewing $1.3M$1.2M$113K$4.8M 990 PDF
FY2020 $1.7M$684K$982K$4.7M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $1,287,557 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,335,009$1,045,152
I-9 Program service revenuePrior year $308,526$240,843
I-10 Investment incomePrior year $22,981$1,562
I-11 Other revenue$0
I-12 Total revenuePrior year $1,666,516$1,287,557
I-13 Grants and similar amounts paid$91,467
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $505,864$760,603
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $178,352$322,311
I-18 Total expensesPrior year $684,216$1,174,381
I-19 Revenue less expensesPrior year $982,300$113,176
Part VI · Governance 14 of 14 board members independent, no flags
VI-1a Voting members of the governing body14
VI-1b Independent voting members14
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,287,557 across 7 lines filed
VIII-1a Federated campaigns$54,004
VIII-1e Government grants$269,110
VIII-1f All other contributions, gifts and grants$722,038
VIII-1h Total contributions, gifts and grants$1,045,152
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $240,843$240,843
VIII-3 Investment incomeExcluded from tax $1,562$1,562
VIII-12 Total revenueRelated to mission $240,843 · Excluded from tax $1,562$1,287,557
Part IX · Statement of functional expenses $1,174,381 across 15 lines filed
IX-1 Grants to domestic organizationsPrograms $91,467$91,467
IX-5 Pay of current officers, directors and key staffPrograms $47,063 · Management $33,515 · Fundraising $25,671$106,249
IX-7 Other salaries and wagesPrograms $482,276 · Management $38,363 · Fundraising $27,402$548,041
IX-9 Other employee benefitsPrograms $40,738 · Management $3,241 · Fundraising $2,315$46,294
IX-10 Payroll taxesPrograms $52,817 · Management $4,201 · Fundraising $3,001$60,019
IX-11c Accounting feesPrograms $30,461 · Management $2,423 · Fundraising $1,731$34,615
IX-12 Advertising and promotionPrograms $2,802 · Management $223 · Fundraising $159$3,184
IX-13 Office expensesPrograms $9,882 · Management $786 · Fundraising $562$11,230
IX-16 OccupancyPrograms $67,520 · Management $5,371 · Fundraising $3,836$76,727
IX-17 TravelPrograms $6,182 · Management $492 · Fundraising $351$7,025
IX-20 InterestPrograms $9,846 · Management $783 · Fundraising $559$11,188
IX-22 Depreciation, depletion and amortizationPrograms $65,419 · Management $5,204 · Fundraising $3,717$74,340
IX-23 InsurancePrograms $23,320 · Management $1,855 · Fundraising $1,325$26,500
IX-24 Other expenses (24a–d)Programs $60,437 · Management $4,807 · Fundraising $3,435$68,679
IX-24e All other expensesPrograms $7,764 · Management $617 · Fundraising $442$8,823
IX-25 Total functional expensesPrograms $997,994 · Management $101,881 · Fundraising $74,506$1,174,381
Part X · Balance sheet $5,350,335 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $213,695$422,205
X-2 Savings and temporary cash investmentsStart of year $439,221$289,509
X-3 Pledges and grants receivableStart of year $397,723$16,000
X-4 Accounts receivableStart of year $19,539$39,962
X-9 Prepaid expenses and deferred chargesStart of year $17,706$20,392
X-10c Land, buildings and equipment, netStart of year $613,154$4,494,324
X-11 Publicly traded securitiesStart of year $45,511$67,943
X-16 Total assetsStart of year $5,233,414$5,350,335
X-17 Accounts payable and accrued expensesStart of year $543,013$68,158
X-24 Unsecured notes and loans payable$456,168
X-26 Total liabilitiesStart of year $543,013$524,326
X-27 Net assets without donor restrictionsStart of year $4,557,652$4,826,009
X-32 Total net assets or fund balancesStart of year $4,690,401$4,826,009
X-33 Total liabilities and net assetsStart of year $5,233,414$5,350,335
Part XI · Reconciliation of net assets $4,826,009 net assets at year end
XI-1 Total revenue$1,287,557
XI-2 Total expenses$1,174,381
XI-3 Revenue less expenses$113,176
XI-4 Net assets at start of year$4,690,401
XI-5 Net unrealized gains (losses) on investments$22,432
XI-10 Net assets at end of year$4,826,009

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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