Retreat Farm FY2020 filing

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Retreat Farm seeks to foster a just, healthy, and sustainable community in southern Vermont. We utilize our unique property, programs, and partnerships to connect people to the land and to one another, recognizing that the relationship between humans and the land is the foundation of our health, sustenance, and inspiration.

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

FY2020 · 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
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $1.7M a year · 45% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
81%
of spending
Looks good: 81% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
13 mo
of spending, in cash
Looks good: 12.8 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $27K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$47K
0.8% of total assets
Looks good: liabilities are 1% of assets; 50% or less.
Pt X · Ln 26
Independent board members
8
of 8 voting members
Looks good: 8 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.0M
Spent
$1.3M
To programs
81%
Net assets
$6.2M
By yearFY2020–FY2024
Revenue
$2.0M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$2.0M
FY2021$3.4M
FY2022$6.4M
FY2023$5.3M
FY2024$2.3M
Expenses
$1.3M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$1.3M
FY2021$2.2M
FY2022$2.1M
FY2023$2.0M
FY2024$3.0M
Net assets
$6.2M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$6.2M
FY2021$7.4M
FY2022$10.9M
FY2023$13.9M
FY2024$13.2M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Feb 2016.

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% · $1.1M Management & general 10% · $139K Fundraising 8% · $108K

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

8 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
Treasurer
$0Pt 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

Kristin Sullivan’s $111K as Executive Director is at the 25th percentile of top reported officer pay among 2832 $1–10M community development nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

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

NameFY2024FY2023FY2022
Kristin Sullivan$110,619$100,000$14,615
Sage Ruth——$1,804

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.

See Retreat Farm executive salaries →

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 15aNo

Programs and updates

Connects people to land and community through programs and partnerships for a just, healthy, sustainable future.

Questions for Retreat Farm

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3 programs · $914K · in their own filed words · FY2020
01

Community Services

Retreat Farm comprises a vast, resource-rich, and accessible common open free to the public year-round that served over 54,000 people in 2020. With community gatherings and our education programs on hold due to COVID, we transformed the farm into a free family experience and added a labyrinth-shaped garden, a poetry trail, and a living…

$331Kprogram expense
02

Food, Family, and Education

We significantly improved our ability to fight food insecurity and improve the local food system in 2020. We expanded our food production capabilities and grew over 10,000 lbs of vegetables that were donated through various channels.

$293Kprogram expense
03

Restoration and Conservation

We restored the facade of the Ox Barn, built a new trail connector and several new pathways in the Meadows, installed over 300 new wooden trail signs throughout the farm and trail system, and added interpretive signage about the history of the Farm.

$289Kprogram 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 · FY2025
Total grants receivedfrom 2 funders$27K
Grants paid · 5 grants · $1.1M · 2022–2024
Community Food ProjectFY2024$484,230
Community Food ProjectFY2023$332,030
Susu Community Farm INCVT · FY2023$43,059
Atowi ProjectFY2023$9,037
Susu Community Farm INCVT · FY2022$204,814

Federal money

Single Audit · Federal Audit Clearinghouse · money spent from federal programs
Year ending Dec 2024 · $3.3M federal money spent
Community Facilities Loans and GrantsDepartment of Agriculture · ALN 10.766 · Direct$1.7M
Economic Adjustment AssistanceDepartment of Commerce · ALN 11.307 · Direct$994K
Congressional GrantsSmall Business Administration · ALN 59.059 · Direct$426K
Coronavirus State and Local Fiscal Recovery FundsDepartment of the Treasury · ALN 21.027 · Through State of Vermont Agency of Commerce and Community Development$56K
Pandemic Relief Activities: Local Food Purchase Agreements with States, Tribes, and Local GovernmentsDepartment of Agriculture · ALN 10.182 · Direct$50K

Plus 2 smaller programs.

The auditor reported no findings.

Year ending Dec 2022 · $2.4M federal money spent
Congressional Earmarks InitiativeSmall Business Administration · ALN 59.059 · Direct$2.4M

The auditor reported no findings.

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$2.0M
Ln 12
Gifts and grantsLn 1h$1.9M
Other incomeLn 4–11$75K
Fees for servicesLn 2g$7K
Money outPt IX
$1.3M
Ln 25
Programscol B$1.1M
Managementcol C$139K
Fundraisingcol D$108K
Owns and owesPt X
$6.2M
net assets · Ln 32
Cash and savingsLn 1–2$1.4M
Total assetsLn 16$6.2M
LiabilitiesLn 26$47K
PeoplePt VI, VII
8
listed · VII A
PaidVII A0
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.9M
Government grantsLn 1e$170K
Fees for servicesLn 2g$7K
Investment incomeLn 3$3K
Other incomeLn 4–11$75K
Gains on assetsLn 7$0
Total revenueLn 12$2.0M
Assets in detailPt X, end of year
CashLn 1$220K
SavingsLn 2$1.2M
Cash and savings togetherLn 1–2$1.4M
Accounts receivableLn 4$523
Inventories for sale or useLn 8$500
Land, buildings, equipmentLn 10c$4.7M
Other assetsLn 15$123K
Total assetsLn 16$6.2M
LiabilitiesLn 26$47K
Net assetsLn 32$6.2M
OperationsPt I, VI
EmployeesI 526
VolunteersI 619
Fiscal year endsHeaderDecember
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 FY20End FY20
Cash and savingsLn 1–2$839K$1.4M
InvestmentsLn 11–13$0
Land, buildings, equipmentLn 10c$4.7M$4.7M
Total assetsLn 16$5.5M$6.2M
LiabilitiesLn 26$8K$47K
Net assetsLn 32$5.5M$6.2M
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$0
Pay of disqualified personsLn 6$0
Other salaries and wagesLn 7$732K$633K$13K$86K
Pension plan contributionsLn 8$0
Other employee benefitsLn 9$18K$13K$3K$2K
Payroll taxesLn 10$57K$41K$6K$10K
Management feesLn 11a$0
Legal feesLn 11b$0
Accounting feesLn 11c$0
Lobbying feesLn 11d$0
Professional fundraising feesLn 11e$0
Investment management feesLn 11f$0
Other fees for servicesLn 11g$85K$28K$56K$900
Advertising and promotionLn 12$0
Office expensesLn 13$30K$7K$20K$2K
Information technologyLn 14$0
RoyaltiesLn 15$0
OccupancyLn 16$68K$54K$14K
TravelLn 17$4K$2K$2K$250
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$118K$118K
InsuranceLn 23$0
Other expenses (24a–d)Ln 24$220K$189K$24K$7K
All other expensesLn 24e$0
Total functional expensesLn 25$1.3M$1.1M$139K$108K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 LatestFiled with the IRS Aug 1, 2025 $2.3M$3.0M−$730K$13.2M 990 PDF
FY2023Filed with the IRS Aug 30, 2024 $5.3M$2.0M$3.2M$13.9M 990 PDF
FY2022Filed with the IRS Nov 6, 2023 $6.4M$2.1M$4.3M$10.9M 990 PDF
FY2021Filed with the IRS Aug 2, 2022 $3.4M$2.2M$1.2M$7.4M 990 PDF
FY2020 ViewingFiled with the IRS Sep 7, 2021 $2.0M$1.3M$665K$6.2M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $1,997,193 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $788,512$1,911,853
I-9 Program service revenuePrior year $90,311$7,432
I-10 Investment incomePrior year $2,239$2,511
I-11 Other revenuePrior year $119,516$75,397
I-12 Total revenuePrior year $1,000,578$1,997,193
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $724,086$806,525
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $484,107$526,091
I-18 Total expensesPrior year $1,208,193$1,332,616
I-19 Revenue less expensesPrior year −$207,615$664,577
Part VI · Governance 8 of 8 board members independent, 1 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
VI-15a Process for setting top official's payNo
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
Part VIII · Statement of revenue $1,997,193 across 10 lines filed
Lines not itemized here account for $7,792 of total revenue; see the IRS return.
VIII-1e Government grants$169,615
VIII-1f All other contributions, gifts and grants$1,742,238
VIII-1h Total contributions, gifts and grants$1,911,853
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $5,347 · Excluded from tax $2,085$7,432
VIII-3 Investment incomeExcluded from tax $2,511$2,511
VIII-5 Royalties$0
VIII-6 Net rental income or loss$0
VIII-7 Net gain or loss on sales of assets$0
VIII-8 Net income from fundraising eventsExcluded from tax $67,605$67,605
VIII-12 Total revenueRelated to mission $5,347 · Excluded from tax $79,993$1,997,193
Part IX · Statement of functional expenses $1,332,616 across 31 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 staff$0
IX-6 Pay of disqualified persons$0
IX-7 Other salaries and wagesPrograms $633,081 · Management $13,024 · Fundraising $85,962$732,067
IX-8 Pension plan contributions$0
IX-9 Other employee benefitsPrograms $12,846 · Management $2,619 · Fundraising $2,250$17,715
IX-10 Payroll taxesPrograms $40,900 · Management $6,233 · Fundraising $9,610$56,743
IX-11a Management fees$0
IX-11b Legal fees$0
IX-11c Accounting fees$0
IX-11d Lobbying fees$0
IX-11f Investment management fees$0
IX-11g Other fees for servicesPrograms $28,000 · Management $56,365 · Fundraising $900$85,265
IX-12 Advertising and promotion$0
IX-13 Office expensesPrograms $7,297 · Management $20,331 · Fundraising $1,903$29,531
IX-14 Information technology$0
IX-15 Royalties$0
IX-16 OccupancyPrograms $54,269 · Management $14,172$68,441
IX-17 TravelPrograms $1,661 · Management $2,199 · Fundraising $250$4,110
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 amortizationPrograms $118,384$118,384
IX-23 Insurance$0
IX-24 Other expenses (24a–d)Programs $188,821 · Management $24,362 · Fundraising $7,177$220,360
IX-24e All other expenses$0
IX-25 Total functional expensesPrograms $1,085,259 · Management $139,305 · Fundraising $108,052$1,332,616
Part X · Balance sheet $6,219,190 assets, 22 lines filed
X-1 Cash, non-interest-bearingStart of year $146,358$220,160
X-2 Savings and temporary cash investmentsStart of year $692,256$1,201,999
X-3 Pledges and grants receivable$0
X-4 Accounts receivable$523
X-5 Loans to officers and key people$0
X-6 Loans to other insiders$0
X-7 Notes and loans receivable$0
X-8 Inventories for sale or use$500
X-9 Prepaid expenses and deferred charges$0
X-10c Land, buildings and equipment, netStart of year $4,669,138$4,673,077
X-11 Publicly traded securities$0
X-12 Other securities$0
X-13 Program-related investments$0
X-14 Intangible assets$0
X-15 Other assetsStart of year $40,590$122,931
X-16 Total assetsStart of year $5,548,342$6,219,190
X-17 Accounts payable and accrued expensesStart of year $8,434$46,837
X-26 Total liabilitiesStart of year $8,434$46,837
X-27 Net assets without donor restrictionsStart of year $5,489,948$5,415,771
X-28 Net assets with donor restrictionsStart of year $49,960$756,582
X-32 Total net assets or fund balancesStart of year $5,539,908$6,172,353
X-33 Total liabilities and net assetsStart of year $5,548,342$6,219,190
Part XI · Reconciliation of net assets $6,172,353 net assets at year end
XI-1 Total revenue$1,997,193
XI-2 Total expenses$1,332,616
XI-3 Revenue less expenses$664,577
XI-4 Net assets at start of year$5,539,908
XI-9 Other changes in net assets−$32,132
XI-10 Net assets at end of year$6,172,353

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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