Totals
- Total revenue
- $10,079,110
- Total expenses
- $6,858,425
- Contributions and grants received
- $8,986,285
- Grants paid
- $0
- Program service revenue
- $674,837
- Investment income
- $417,988
- Other revenue
- $0
- Total assets, end of year
- $66,292,860
- Total liabilities, end of year
- $3,203,485
- Net assets or fund balances, end of year
- $63,089,375
- Program services expenses (Part IX)
- $5,249,070
- Management and general expenses
- $822,770
- Fundraising expenses
- $786,585
- Program service expenses (Part III)
- $5,249,070
Program services were 76.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1e · Government grants (contributions)
$754,135
-
1f · All other contributions, gifts and grants
$8,232,150
-
1g · Noncash contributions included above
$397,878
-
2a · Program service revenue: AGRICULTURAL ACTIVITIES
total $439,527 · related or exempt $439,527
-
2b · Program service revenue: PUBLIC AND SCHOOL PROGRAMS
total $152,504 · related or exempt $152,504
-
2c · Program service revenue: FACILITIES PROGRAMS
total $51,170 · related or exempt $51,170
-
2d · Program service revenue: EDUCATIONAL TOURS
total $27,424 · related or exempt $27,424
-
2e · Program service revenue: OTHER
total $4,212 · related or exempt $4,212
-
3 · Investment income
total $403,764 · excluded $403,764
-
6a · Gross rents
real property $459,859
-
6b · Less rental expenses
real property $459,859
-
7a · Gross sales of assets other than inventory
securities $3,903,117 · other assets $5,189
-
7b · Less cost or other basis and sales expenses
securities $3,894,082
-
7c · Gain or loss
securities $9,035 · other assets $5,189
-
7d · Net gain or loss
total $14,224 · related or exempt $14,224
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $335,030 · program services $135,675 · management and general $169,688 · fundraising $29,667
-
7 · Other salaries and wages
total $2,820,117 · program services $2,219,699 · management and general $173,410 · fundraising $427,008
-
8 · Pension plan contributions
total $47,374 · program services $35,742 · management and general $4,510 · fundraising $7,122
-
9 · Other employee benefits
total $351,562 · program services $268,193 · management and general $40,764 · fundraising $42,605
-
10 · Payroll taxes
total $267,882 · program services $202,105 · management and general $25,504 · fundraising $40,273
-
11a · Fees: management
total $642,668 · program services $497,098 · management and general $122,041 · fundraising $23,529
-
11b · Fees: legal
total $18,814 · management and general $18,814
-
11c · Fees: accounting
total $35,000 · management and general $35,000
-
11d · Fees: lobbying
total $12,000 · program services $12,000
-
11g · Fees: other
total $402,343 · program services $345,397 · management and general $56,946
-
12 · Advertising and promotion
total $77,012 · program services $69,141 · management and general $3,645 · fundraising $4,226
-
16 · Occupancy
total $931,824 · program services $852,073 · management and general $52,226 · fundraising $27,525
-
17 · Travel
total $164,627 · program services $160,143 · management and general $70 · fundraising $4,414
-
19 · Conferences, conventions and meetings
total $159,015 · program services $5,205 · management and general $4,969 · fundraising $148,841
-
22 · Depreciation, depletion and amortization
total $494,695 · program services $432,815 · management and general $61,880
-
23 · Insurance
total $211,968 · program services $202,089 · management and general $6,364 · fundraising $3,515
-
24a · Other expenses: MATERIALS AND SUPPLIES
total $472,403 · program services $415,976 · management and general $50,756 · fundraising $5,671
-
24b · Other expenses: MISCELLANEOUS
total $41,666 · program services $23,294 · management and general -$3,817 · fundraising $22,189
-
24c · Other expenses: TRANSFER TO SFI INVENTORY
total -$627,575 · program services -$627,575
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $105,628 · end of year $127,886
-
2 · Savings and temporary cash investments
beginning of year $17,419,227 · end of year $16,034,493
-
3 · Pledges and grants receivable
beginning of year $2,947,214 · end of year $3,045,463
-
4 · Accounts receivable
beginning of year $394,628 · end of year $256,057
-
8 · Inventories for sale or use
beginning of year $125,967 · end of year $111,889
-
9 · Prepaid expenses and deferred charges
beginning of year $19,106 · end of year $15,068
-
10a · Land, buildings and equipment: cost or other basis
$47,226,470
-
10b · Land, buildings and equipment: accumulated depreciation
$17,354,871
-
10c · Land, buildings and equipment, net
beginning of year $29,177,062 · end of year $29,871,599
-
11 · Investments: publicly traded securities
beginning of year $10,912,891 · end of year $9,410,609
-
12 · Investments: other securities
beginning of year $577,017 · end of year $580,723
-
15 · Other assets
beginning of year $5,577,184 · end of year $6,839,073
-
17 · Accounts payable and accrued expenses
beginning of year $1,389,815 · end of year $947,527
-
19 · Deferred revenue
beginning of year $1,394 · end of year $5,027
-
23 · Secured mortgages and notes payable
beginning of year $3,701,158 · end of year $2,250,931
-
25 · Other liabilities
beginning of year $623,392
-
27 · Net assets without donor restrictions
beginning of year $50,310,631 · end of year $51,456,019
-
28 · Net assets with donor restrictions
beginning of year $11,229,534 · end of year $11,633,356
Mission and programs · 2022
Mission
THE MISSION OF SHELBURNE FARMS IS TO INSPIRE AND CULTIVATE LEARNING FOR A SUSTAINABLE FUTURE.
Activities or mission (Part I)
INSPIRING AND CULTIVATING LEARNING FOR A SUSTAINABLE FUTURE.
-
SHELBURNE FARMS' MISSION IS TO INSPIRE AND CULTIVATE LEARNING FOR A SUSTAINABLE FUTURE. THE NONPROFIT OFFERS TRANSFORMATIVE LEARNING EXPERIENCES THAT ARE GROUNDED IN PLACE AND ENRICHED BY NATURE TO HELP EDUCATORS AND STUDENTS CREATE A MORE THRIVING WORLD. THE ORGANIZATION'S HOME CAMPUS IS A 1,400-ACRE DIVERSIFIED WORKING FARM LOCATED IN SHELBURNE, VERMONT ON THE HOMELANDS OF THE WINOOSKI BAND OF THE ABENAKI. THE ENTIRE HISTORIC CAMPUS IS A LIVING CLASSROOM THAT INVITES PROGRAM PARTICIPANTS, VISITORS, AND OVERNIGHT GUESTS TO LEARN, GROW, AND BE INSPIRED. SHELBURNE FARMS REALIZES ITS MISSION THROUGH PROGRAMS FOCUSED ON EDUCATION FOR SUSTAINABILITY. OUR WORK SEEKS TO CREATE THE SPACE, SPARK THE CONVERSATIONS, AND SHARE THE STORIES TO INSPIRE EDUCATORS, STUDENTS, AND LEARNERS OF ALL AGES TO BUILD A BETTER FUTURE FOR EVERYONE. THROUGH A DIVERSE PORTFOLIO OF PROGRAMS AND ACTIVITIES, SHELBURNE FARMS: - ENGAGES YOUTH AND PEOPLE OF ALL AGES IN LEARNING EXPERIENCES THAT INSPIRE THEM TO BUILD DIVERSE, RESILIENT, CARING COMMUNITIES; - PRACTICES STEWARDSHIP AND EMBODIES VALUES OF PLACE AND COMMUNITY THROUGH CARING FOR AND SHARING OUR NATURAL, AGRICULTURAL, CULTURAL, AND HUMAN RESOURCES; AND - COLLABORATES WITH EDUCATORS AND OTHER LOCAL, NATIONAL AND INTERNATIONAL PARTNERS TO ADVANCE EDUCATION FOR SUSTAINABILITY WORLDWIDE. SHELBURNE FARMS IS SUPPORTED BY CHARITABLE CONTRIBUTIONS, TUITION, FEES AND ADDITIONAL REVENUE FROM ITS MISSION ADVANCING ENTERPRISES, INCLUDING A GRASS-BASED DAIRY AND AWARD-WINNING FARMSTEAD CHEESE MAKING OPERATION, AN ORGANIC MARKET GARDEN, MAPLE SUGARING AND LUMBER OPERATION, SPECIAL EVENTS, YEAR-ROUND GUEST ACCOMMODATIONS, AND FARM-TO-TABLE FOOD SERVICES. FOLLOWING THE GIFT OF THE PROPERTY TO THE NONPROFIT IN 1984, GROWING PROGRAMS AND IMPROVING THE HISTORIC PROPERTY AS AN INSPIRING CAMPUS FOR LEARNING HAVE BEEN ONGOING ENDEAVORS. THIS MARKS SHELBURNE FARMS' 50TH YEAR AS AN EDUCATIONAL ORGANIZATION THAT TOUCHES THE LIVES OF THOUSANDS OF PEOPLE. IN 2022, THE FARM RECEIVED CHARITABLE SUPPORT FROM 4,622 INDIVIDUAL DONORS FROM 48 STATES AND 6 COUNTRIES. SHELBURNE FARMS' PROFESSIONAL LEARNING PROGRAMS SERVED 1,200 EDUCATORS FROM ACROSS THE COUNTRY AND AROUND THE WORLD, BOTH ON-SITE AND VIRTUALLY. WELCOME CENTER ATTENDANCE FOR THE WALKING TRAILS AND CHILDREN'S FARMYARD TOTALED 102,395 PEOPLE. IN ADDITION, 3,800 YOUTH ATTENDED SCHOOL PROGRAMS AND SUMMER CAMPS, AND 16,221 OTHERS CAME TO STAY AT THE FARM AND/OR PARTICIPATE IN FAMILY AND ADULT PROGRAMS, AND EVENTS. EVERY EDUCATOR IS SEEN AS A LIFE-LONG PARTNER WORKING TO INCREASE THE IMPACT OF EDUCATION FOR SUSTAINABILITY LOCALLY, NATIONALLY, AND INTERNATIONALLY. ULTIMATELY THE SUCCESS OF THE EDUCATION PROGRAMS AT SHELBURNE FARMS IS MEASURED BY DEEPENING TEACHER PRACTICE AND STUDENT LEARNING, LEADING TO IMPROVEMENTS IN QUALITY OF LIFE FOR GENERATIONS TO COME. THROUGH THE SHELBURNE FARMS INSTITUTE FOR SUSTAINABLE SCHOOLS, THE HUB FOR ALL PROFESSIONAL LEARNING PROGRAMMING, TWO INNOVATIVE EDUCATION FOR SUSTAINABILITY UNDERGRADUATE AND GRADUATE CERTIFICATE PROGRAMS WERE OFFERED IN COLLABORATION WITH THE UNIVERSITY OF VERMONT FOR THE FIRST TIME IN 2022. SHELBURNE FARMS ALSO CONTINUED TO RECEIVE SIGNIFICANT DONOR-DESIGNATED FUNDING FOR ITS EDUCATION FOR SUSTAINABILITY PROGRAMS. GIFTS AND GRANTS PROVIDED CRITICAL SUPPORT FOR THE FARM-BASED EDUCATION NETWORK, VERMONT FEED (FOOD EDUCATION EVERYDAY) IN COLLABORATION WITH NOFA-VT, PLACE-BASED EDUCATION PROGRAMS IN PARTNERSHIP WITH THE NATIONAL PARK SERVICE, AND FOR CLIMATE CHANGE EDUCATION PROGRAMMING. A SPECIAL PARTNERSHIP WITH THE USDA MADE POSSIBLE THE LAUNCH OF A NATIONAL FARM TO SCHOOL LEADERSHIP CENTER. CAPITAL GIFTS AND GRANTS ALSO MADE POSSIBLE CONTINUING CAMPUS CAPITAL IMPROVEMENTS, INCLUDING CONTINUING REHABILITATION OF THE BREEDING BARN AS A FUTURE SPACE FOR EDUCATIONAL, AGRICULTURAL, AND COMMUNITY GATHERINGS. SHELBURNE FARMS' VISION IS A HEALTHY AND JUST WORLD ROOTED IN STEWARDSHIP AND COMMUNITY. TO LEARN MORE ABOUT HOW SHELBURNE FARMS IS WORKING TO INSPIRE AN EMERGING GENERATION OF CHANGE MAKERS, PLEASE VISIT WWW.SHELBURNEFARMS.ORG.
Expenses $5,249,070 · Revenue $674,837
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Sharmy AltshulerSHARMY ALTSHULER
BOARD OF DIR
- Total calculated
- $0
- Hours/week
- 1
-
Bob BairdBOB BAIRD
BOARD OF DIR
- Total calculated
- $0
- Hours/week
- 1
-
Fred BayFRED BAY
BOARD OF DIR
- Total calculated
- $0
- Hours/week
- 1
-
Binta ColleyBINTA COLLEY
BOARD OF DIR
- Total calculated
- $0
- Hours/week
- 1
-
Ben FreemanBEN FREEMAN
BOARD OF DIR
- Total calculated
- $0
- Hours/week
- 1
-
Will JacksonWILL JACKSON
BOARD SECRET
- Total calculated
- $0
- Hours/week
- 2
-
Nan Jenks-JayNAN JENKS-JAY
BOARD VICE C
- Total calculated
- $0
- Hours/week
- 4
-
Steve JohnsonSTEVE JOHNSON
BOARD OF DIR
- Total calculated
- $0
- Hours/week
- 1
-
David MarvinDAVID MARVIN
BOARD TREASU
- Total calculated
- $0
- Hours/week
- 4
-
Andrew MeyerANDREW MEYER
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 6
-
Casey MurrowCASEY MURROW
BOARD OF DIR
- Total calculated
- $0
- Hours/week
- 1
-
Ernie PomerleauERNIE POMERLEAU
BOARD OF DIR
- Total calculated
- $0
- Hours/week
- 1
-
Tracey Robertson CarterTRACEY ROBERTSON CARTER
BOARD OF DIR
- Total calculated
- $0
- Hours/week
- 1
-
Landon StorrsLANDON STORRS
BOARD OF DIR
- Total calculated
- $0
- Hours/week
- 1
-
Gretchen Sullivan SorinGRETCHEN SULLIVAN SORIN
BOARD OF DIR
- Total calculated
- $0
- Hours/week
- 1
-
Marie VeaMARIE VEA
BOARD OF DIR
- Total calculated
- $0
- Hours/week
- 1
-
Kate WilliamsKATE WILLIAMS
BOARD OF DIR
- Total calculated
- $0
- Hours/week
- 1
-
Alec WebbALEC WEBB
PRESIDENT
- Total calculated
- $148,336
- From this org
- $137,660
- From related orgs
- $0
- Other
- $10,676
- Hours/week
- 60
-
Megan CampMEGAN CAMP
VP & PROGRAM
- Total calculated
- $130,145
- From this org
- $118,772
- From related orgs
- $0
- Other
- $11,373
- Hours/week
- 45
-
Robin TurnauROBIN TURNAU
CHIEF ADVANC
- Total calculated
- $125,450
- From this org
- $122,500
- From related orgs
- $0
- Other
- $2,950
- Hours/week
- 45
-
Eric BoehmERIC BOEHM
CFO/ASSISTAN
- Total calculated
- $120,500
- From this org
- $120,000
- From related orgs
- $0
- Other
- $500
- Hours/week
- 45
-
Erin BoydERIN BOYD
ASSISTANT SE
- Total calculated
- $66,194
- From this org
- $58,617
- From related orgs
- $0
- Other
- $7,577
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
SHELBURNE FARMS INC
C CORP · SERVICES · VT · 100% owned · share of income $1,456,165 · share of assets $1,923,493 · controlled entity
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 19 July 2023
- IRS schema version
- 2022v5.0
- Source object
- 202332069349300503
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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