Ethan Allen Institute

Tax-deductible

S Burlington, VT501(c)(3)Arts & CultureEIN 22-3092292Revenue $287K in FY2023

On file with the IRSethanallen.orgPo Box 9496, 05407-9496 · S Burlington, VTTax-exempt since Apr 1991Publicly supported charity — 170(b)(1)(A)(vi)

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Through print and electronic media, the Ethan Allen Institute disseminates ideas for public policy pertaining to vermont.

501(c)(3) charity; gifts are tax-deductible.
81¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2023
latest Form 990
Fine: the latest return is for FY2023, 3 tax years back; within 3 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 4
filings with a surplus
Average deficit $38K a year · 18% of revenue · last 4 filings
Concern: a surplus in 1 of the last 4 filings.
Pt I · Ln 19 · 4 filings
Spent on programs
81%
of spending
Looks good: 81% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
<1 mo
of spending, in cash
Worth a look: 0.9 months of spending in cash; under 1.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $7K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 13 voting members
Looks good: 13 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$287K
+97% vs prior year
Spent
$368K
To programs
81%
Net assets
$26K
By yearFY2020–FY2023
Revenue
$287K
FY2023▲ +97%
Tap a bar for its year
Revenue by fiscal year
FY2020$219K
FY2021$192K
FY2022$146K
FY2023$287K
Expenses
$368K
FY2023▲ +73%
Tap a bar for its year
Expenses by fiscal year
FY2020$206K
FY2021$209K
FY2022$214K
FY2023$368K
Net assets
$26K
FY2023▼ -76%
Tap a bar for its year
Net assets by fiscal year
FY2020$193K
FY2021$175K
FY2022$108K
FY2023$26K

From the FY2023 Form 990 · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2023. IRS ruling in Apr 1991.

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

Where the money goes

81 cents of each dollar spent went to programs.

Program services 81% · $297K Fundraising 19% · $71K

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

5 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
See Ethan Allen Institute executive salaries →

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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 2Yes
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Shares Vermont public policy ideas through print and electronic media.

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Provided by the organization

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3 programs · $297K · in their own filed words · FY2023
01

The institute utlized public meetings invitations from organizations and legislative committees, and self-published quarterly magazine, monthly newsletter, email and print to distribute research and policy positions on such relevant issues as the states economy, health care policy, education policy, and environment policy.

$246Kprogram expense
02

The daily hour long radio programming on wdev-radio vemront common sense radio reaches two thirds of the states population and covers a wide ranging array of subject matter with popular hosts and guests.

$48Kprogram expense
03

The institute creates and distributes weekly opinion commentary to the states daily newspapers. We host an interactive web site featuring legislative activity and legislatro profiles and voting records. The institute maintains a blog and participates in online news broadcasts with vermont digger.

$3Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 2 funders$7K

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$287K
Ln 12
Gifts and grantsLn 1h$244K
Fees for servicesLn 2g$42K
Other incomeLn 4–11$1K
Money outPt IX
$368K
Ln 25
Programscol B$297K
Fundraisingcol D$71K
Owns and owesPt X
$26K
net assets · Ln 32
Cash and savingsLn 1–2$26K
Total assetsLn 16$26K
LiabilitiesLn 26$0
PeoplePt VI, VII
5
listed · VII A
PaidVII A0
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$244K
Fees for servicesLn 2g$42K
Other incomeLn 4–11$1K
Total revenueLn 12$287K
Assets in detailPt X, end of year
CashLn 1$26K
Cash and savings togetherLn 1–2$26K
Total assetsLn 16$26K
LiabilitiesLn 26$0
Net assetsLn 32$26K
OperationsPt I, VI
EmployeesI 53
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$108K$26K
Total assetsLn 16$108K$26K
LiabilitiesLn 26$0$0
Net assetsLn 32$108K$26K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$0
Grants to domestic individualsLn 2$0
Grants and assistance to foreign recipientsLn 3$0
Benefits paid to or for membersLn 4$0
Pay of current officers, directors and key staffLn 5$167K$167K
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$0
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$0
Payroll taxesLn 10$13K$13K
Management feesLn 11a$0
Legal feesLn 11b$30K$30K
Accounting feesLn 11c$0
Lobbying feesLn 11d$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$0
Advertising and promotionLn 12$0
Office expensesLn 13$22K$22K
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$0
TravelLn 17$0
Travel and entertainment for public officialsLn 18$0
Conferences, conventions and meetingsLn 19$0
InterestLn 20$0
Payments to affiliatesLn 21$0
Depreciation, depletion and amortizationLn 22$0
InsuranceLn 23$0
Other expenses (24a–d)Ln 24$126K$54K$71K
All other expensesLn 24e$12K$12K
Total functional expensesLn 25$368K$297K$0$71K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2023 Latest Viewing $287K$368K−$81K$26K 990 PDF
FY2022 $146K$214K−$68K$108K 990 PDF
FY2021 $192K$209K−$18K$175K 990 PDF
FY2020 $219K$206K$13K$193K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2023 990 (6 parts)
Part I · Summary $287,460 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $110,854$244,209
I-9 Program service revenuePrior year $35,105$42,250
I-10 Investment income$0
I-11 Other revenue$1,001
I-12 Total revenuePrior year $145,959$287,460
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $124,595$179,789
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $88,926$188,688
I-18 Total expensesPrior year $213,521$368,477
I-19 Revenue less expensesPrior year −$67,562−$81,017
Part VI · Governance 13 of 13 board members independent, 5 to look at
VI-1a Voting members of the governing body13
VI-1b Independent voting members13
VI-2 Family or business relationship among officers or directorsYes
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
Part VIII · Statement of revenue $287,460 across 5 lines filed
VIII-1f All other contributions, gifts and grants$244,209
VIII-1h Total contributions, gifts and grants$244,209
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)$42,250
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)$1,001
VIII-12 Total revenue$287,460
Part IX · Statement of functional expenses $368,477 across 30 lines filed
IX-1 Grants to domestic organizations$0
IX-2 Grants to domestic individuals$0
IX-3 Grants and assistance to foreign recipients$0
IX-4 Benefits paid to or for members$0
IX-5 Pay of current officers, directors and key staffPrograms $167,012$167,012
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wages$0
IX-8 Pension plan contributions$0
IX-9 Other employee benefits$0
IX-10 Payroll taxesPrograms $12,777$12,777
IX-11a Management fees$0
IX-11b Legal feesPrograms $30,000$30,000
IX-11c Accounting fees$0
IX-11d Lobbying fees$0
IX-11f Investment management fees$0
IX-11g Other fees for services$0
IX-12 Advertising and promotion$0
IX-13 Office expensesPrograms $21,601$21,601
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 Occupancy$0
IX-17 Travel$0
IX-18 Travel and entertainment for public officials$0
IX-19 Conferences, conventions and meetings$0
IX-20 Interest$0
IX-21 Payments to affiliates$0
IX-22 Depreciation, depletion and amortization$0
IX-23 Insurance$0
IX-24 Other expenses (24a–d)Programs $54,178 · Fundraising $71,339$125,517
IX-24e All other expensesPrograms $11,570$11,570
IX-25 Total functional expensesPrograms $297,138 · Management $0 · Fundraising $71,339$368,477
Part X · Balance sheet $26,224 assets, 5 lines filed
X-1 Cash, non-interest-bearingStart of year $107,642$26,224
X-16 Total assetsStart of year $107,642$26,224
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $107,642$26,224
X-33 Total liabilities and net assetsStart of year $107,642$26,224
Part XI · Reconciliation of net assets $26,224 net assets at year end
XI-1 Total revenue$287,460
XI-2 Total expenses$368,477
XI-3 Revenue less expenses−$81,017
XI-4 Net assets at start of year$107,642
XI-9 Other changes in net assets−$401
XI-10 Net assets at end of year$26,224

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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