Civic Intelligence

Upper Valley Services Inc.

990 • Fiscal year 2018 • EIN 03-0305008

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 15, 2018

Organization ProfileWWW.UVS-VT.ORG

View Organization Page

PO Box 4409White River Junction, VT 05001

(802) 280-1911

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

67th percentile

0.41x

Higher debt load relative to assets than 67% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

19th percentile

0.06x

Higher debt load relative to revenue than 19% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

37th percentile

0.3%

Higher net margin than 37% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

55th percentile

$191,234

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

60th percentile

4.5%

Faster asset growth than 60% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

63rd percentile

9.0%

Faster revenue growth than 63% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$2,766,768

Up $119,938 (+4.5%) from 2017

Net Assets

Up

$1,631,244

Up $49,847 (+3.2%) from 2017

Liabilities

Up

$1,135,524

Up $70,091 (+6.6%) from 2017

Revenue And Expenses
Liabilities / Revenue19th percentileNet Margin37th percentile

Revenue

Up

$19,447,727

Up $1,607,997 (+9.0%) from 2017

Expenses

Up

$19,397,880

Up $1,634,868 (+9.2%) from 2017

Net Income

Down

$49,847

Down $26,871 (-35%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0Assets 2010: $2,230,670Liabilities 2010: $958,602Net Assets 2010: $1,272,0682010Assets 2011: $2,406,540Liabilities 2011: $941,832Net Assets 2011: $1,464,7082011Assets 2012: $2,348,582Liabilities 2012: $938,104Net Assets 2012: $1,410,4782012Assets 2013: $2,303,959Liabilities 2013: $931,569Net Assets 2013: $1,372,3902013Assets 2014: $2,496,411Liabilities 2014: $1,057,155Net Assets 2014: $1,439,2562014Assets 2015: $2,458,648Liabilities 2015: $1,018,581Net Assets 2015: $1,440,0672015Assets 2016: $2,622,030Liabilities 2016: $1,117,351Net Assets 2016: $1,504,6792016Assets 2017: $2,646,830Liabilities 2017: $1,065,433Net Assets 2017: $1,581,3972017Assets 2018: $2,766,768Liabilities 2018: $1,135,524Net Assets 2018: $1,631,2442018Assets 2019: $2,806,989Liabilities 2019: $1,037,126Net Assets 2019: $1,769,8632019Assets 2020: $4,494,894Liabilities 2020: $2,550,245Net Assets 2020: $1,944,6492020Assets 2021: $5,288,480Liabilities 2021: $1,660,055Net Assets 2021: $3,628,4252021Assets 2022: $7,596,630Liabilities 2022: $2,723,498Net Assets 2022: $4,873,1322022Assets 2023: $8,970,017Liabilities 2023: $3,528,477Net Assets 2023: $5,441,5402023Assets 2024: $9,685,284Liabilities 2024: $3,708,108Net Assets 2024: $5,977,1762024

Highlighted filing

2018

Assets$2,766,768
Liabilities$1,135,524
Net Assets$1,631,244
Open 2018 Filing

Operations Trend

Revenue Growth63rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40M$30M$20M$10M$0-$10MExpenses 2010: $14,144,2992010Expenses 2011: $14,391,1802011Expenses 2012: $14,543,9312012Revenue 2013: $15,460,687Expenses 2013: $15,498,775Net Income 2013: -$38,0882013Revenue 2014: $15,781,045Expenses 2014: $15,714,178Net Income 2014: $66,8672014Revenue 2015: $16,534,313Expenses 2015: $16,533,502Net Income 2015: $8112015Revenue 2016: $16,762,120Expenses 2016: $16,697,508Net Income 2016: $64,6122016Revenue 2017: $17,839,730Expenses 2017: $17,763,012Net Income 2017: $76,7182017Revenue 2018: $19,447,727Expenses 2018: $19,397,880Net Income 2018: $49,8472018Revenue 2019: $21,058,383Expenses 2019: $20,919,764Net Income 2019: $138,6192019Revenue 2020: $24,183,831Expenses 2020: $24,009,045Net Income 2020: $174,7862020Revenue 2021: $26,170,773Expenses 2021: $24,486,997Net Income 2021: $1,683,7762021Revenue 2022: $28,348,722Expenses 2022: $27,104,015Net Income 2022: $1,244,7072022Revenue 2023: $35,596,367Expenses 2023: $35,027,959Net Income 2023: $568,4082023Revenue 2024: $37,560,141Expenses 2024: $37,024,505Net Income 2024: $535,6362024

Highlighted filing

2018

Revenue$19,447,727
Expenses$19,397,880
Net Income$49,847
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 15, 2018
Return Version
2017v2.3
Gross Receipts
$19,489,477
Mission and Program Overview

Mission

Upper valley services, inc. Provides opportunity, support, and assistance to people with developmental disabilities enabling them to safely live, work and socialize in their communities in ways which are based upon their individual needs, values, interests and choices.

To provide opportunity, support, and assistance to people who are developmentally disabled.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,149,326$938,363▼ $210,963
Accounts Receivable$736,492$930,365▲ $193,873
Land, Buildings, and Equipment, Net$638,923$768,548▲ $129,625
Prepaid Expenses and Deferred Charges$100,981$108,111▲ $7,130
Savings and Temporary Cash Investments$16,812$16,846▲ $34
Total Assets$2,646,830$2,766,768▲ $119,938
Other Assets Total$4,296$4,535▲ $239
Liabilities
Accounts Payable and Accrued Expenses$665,769$743,036▲ $77,267
Mortgage Notes Payable Secured by Investment Property$223,335$190,215▼ $33,120
Other Liabilities$88,419$113,807▲ $25,388
Deferred Revenue$87,910$88,466▲ $556
Total Liabilities$1,065,433$1,135,524▲ $70,091
Net Assets / Fund Balance
Unrestricted Net Assets$1,581,397$1,631,244▲ $49,847
Total Net Assets Fund Balance$1,581,397$1,631,244▲ $49,847
Total Liabilities and Net Assets / Fund Balance$2,646,830$2,766,768▲ $119,938

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$373,264$721,722$1,094,986
Other Land Buildings$257,189$353,474$610,663
Land$121,902-$121,902
Equipment$14,587$90,899$105,486
Leasehold Improvements$1,606$10,350$11,956
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
William AsheExecutive DirectorFT$99,312$29,402$128,714
Dr Patrick FrawleyDirector of Vcin CpFT$105,076$23,256$128,332
Naomi QuennevilleChief Financial OfficerPT-$24,279$24,279

Board Members and Trustees

NameTitle
Steve RauhPresident
Ron PoeVice President
Jason RichardsonChief Operating Officer
Diane TensenMember
Edwin PlaceMember
Patsy FrenchMember
Robert SheftmanMember
Russ HotchkissMember
Susan YuanMember
Louise RauhSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Airs Solutions INCAccounting Services72 S MAIN ST STE 350, White River Junction, VT 05001$320,850
Revenue and Support

Revenue Composition

Contributions and Grants
$196,009
Program Service Revenue
$19,252,684
Investment Income
$-966
Other Revenue
$0
All Other Contributions
$45,021
Change in Net Assets
$49,847

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Cars and Other Vehicles1$45,021Cost
Total Noncash Contributions1$45,021-

Audited Revenue Reconciliation

Revenue per Audited Statements
$19,447,727
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$19,447,727
Total Revenue per Form 990
$19,447,727
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$13,899,023
Salaries, Compensation, and Employee Benefits$5,498,857
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,169,860$225-$4,170,085
Other Employee Benefits$785,376$4,930-$790,306
Payroll Taxes$309,824$7,211-$317,035
Fees for Services Management-$277,555-$277,555
Travel$272,583$3,951-$276,534
Office Expenses$101,701$110,627-$212,328
Occupancy$179,943--$179,943
Current Officers, Directors, Trustees, and Key Employees$12,464$111,737-$124,201
Insurance$35,095$80,250-$115,345
Depreciation Depletion$97,006$8,807-$105,813
Pension Plan Contributions$97,176$54-$97,230
Other Expenses$45,622$47,822-$45,622
All Other Expenses$44,655--$44,655
Fees for Services Accounting-$40,000-$40,000
Advertising$17,279--$17,279
Information Technology$14,826--$14,826
Interest$9,472--$9,472
Fees for Services Legal-$2,367-$2,367
Total Functional Expenses$18,702,344$695,536$0$19,397,880

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$19,397,880
Total Expenses per Audited Statements$19,397,880
Total Expenses per Form 990$19,397,880
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Affiliate$113,807
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Steve rauh and louise rauh - family relationship.”

Form 990, Part VI, Section A, Line 3

“Aris solutions provides financial services, payroll services and management services to upper valley services, inc.”

Form 990, Part VI, Section B, Line 11B

“The organization's 990 is reviewed prior to filing by the cfo. The cfo then presents and reviews the return with the board of directors at the next scheduled board meeting.”

Form 990, Part VI, Section B, Line 15

“The organization uses compensation surveys performed by the vt council of community mental health association to determine competitive wages for all positions.the process for determining compensation of the organization's executive director is by approval of the board.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Upper Valley Services Inc
EIN
03-0305008
Phone
8022801911
Address
PO BOX 4409, WHITE RIVER JUNCTION, VT 05001

Signing Officer

Name
Naomi Quenneville
Title
CFO
Phone
8022801911
Signed
2018-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Ashe
Formed
1987
Legal Domicile
Vt
Voting Board Members
9
Independent Board Members
9
Employees
188
Volunteers
0

Preparer

Firm
Tyler Simms & St Sauveur Cpas Pc
Address
19 MORGAN DRIVE, LEBANON, NH 03766
Preparer
W Jay Simms
Phone
6036530044
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Accounting standards codification subtopic 740-10, accounting for uncertainty in income taxes, addresses the accounting uncertainty of income taxes recognized in an enterprise's financial statements and prescribes a threshold of "more-likely-than-not" for recognition and derecognition of tax positions taken or expected to be taken in a tax return. Subtopic 740-10 also provides guidance on measurement classification, interest and penalties and disclosure. The agency has determined that the provisions of subtopic 740-10 do not have a material effect on the agency's financial statements. The agency believes it is no longer subject to examinations for years prior to 2014.”

Raw XML AppendixShowing 400 of 611 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0665769
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0743036
IRS990/AccountsReceivableGrp/BOYAmt0736492
IRS990/AccountsReceivableGrp/EOYAmt0930365
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE OPPORTUNITY, SUPPORT, AND ASSISTANCE TO PEOPLE WHO ARE DEVELOPMENTALLY DISABLED.
IRS990/AdvertisingGrp/ProgramServicesAmt017279
IRS990/AdvertisingGrp/TotalAmt017279
IRS990/AllOtherContributionsAmt045021
IRS990/AllOtherExpensesGrp/ProgramServicesAmt044655
IRS990/AllOtherExpensesGrp/TotalAmt044655
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd00
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ARIS
IRS990/BooksInCareOfDetail/PhoneNum08022801911
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt072 S MAIN ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0WHITE RIVER JCT
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd005001
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt01149326
IRS990/CashNonInterestBearingGrp/EOYAmt0938363
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0111737
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt012464
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0124201
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0320850
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt072 S MAIN ST STE 350
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0WHITE RIVER JUNCTION
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0VT
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd005001
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0AIRS SOLUTIONS INC
IRS990/ContractorCompensationGrp/ServicesDesc0ACCOUNTING SERVICES
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0196009
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0-966
IRS990/CYOtherExpensesAmt013899023
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt019252684
IRS990/CYRevenuesLessExpensesAmt049847
IRS990/CYSalariesCompEmpBnftPaidAmt05498857
IRS990/CYTotalExpensesAmt019397880
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt019447727
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DeferredRevenueGrp/BOYAmt087910
IRS990/DeferredRevenueGrp/EOYAmt088466
IRS990/DelegationOfMgmtDutiesInd01
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt08807
IRS990/DepreciationDepletionGrp/ProgramServicesAmt097006
IRS990/DepreciationDepletionGrp/TotalAmt0105813
IRS990/Desc0UPPER VALLEY SERVICES OFFERS COMMUNITY SUPPORTS THAT ENHANCE CONSUMERS' ACCESS TO ACTIVITIES IN THE LOCAL COMMUNITY, PROMOTE INDEPENDENCE, AND ENABLE PARTICIPATION IN A BROAD RANGE OF EXPERIENCES. THROUGH THIS PROGRAM, CONSUMERS DEVELOP INDEPENDENT LIVING SKILLS, ESTABLISH AND ENHANCE FRIENDSHIPS, VOLUNTEER IN THE COMMUNITY, PURSUE RECREATION AND LEISURE ACTIVITIES, AND GET HEALTHY THROUGH EXERCISE AND FITNESS PROGRAMS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt0188
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt02752564
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt040000
IRS990/FeesForServicesAccountingGrp/TotalAmt040000
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt02367
IRS990/FeesForServicesLegalGrp/TotalAmt02367
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt0277555
IRS990/FeesForServicesManagementGrp/TotalAmt0277555
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt020.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt940.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt105.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt115.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt926337
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt101802
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1134095
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1223256
IRS990/Form990PartVIISectionAGrp/PersonNm0STEVE RAUH
IRS990/Form990PartVIISectionAGrp/PersonNm1RON POE
IRS990/Form990PartVIISectionAGrp/PersonNm2LOUISE RAUH
IRS990/Form990PartVIISectionAGrp/PersonNm3RUSS HOTCHKISS
IRS990/Form990PartVIISectionAGrp/PersonNm4DIANE TENSEN
IRS990/Form990PartVIISectionAGrp/PersonNm5PATSY FRENCH
IRS990/Form990PartVIISectionAGrp/PersonNm6SUSAN YUAN
IRS990/Form990PartVIISectionAGrp/PersonNm7ROBERT SHEFTMAN
IRS990/Form990PartVIISectionAGrp/PersonNm8EDWIN PLACE
IRS990/Form990PartVIISectionAGrp/PersonNm9WILLIAM ASHE
IRS990/Form990PartVIISectionAGrp/PersonNm10NAOMI QUENNEVILLE
IRS990/Form990PartVIISectionAGrp/PersonNm11JASON RICHARDSON
IRS990/Form990PartVIISectionAGrp/PersonNm12DR PATRICK FRAWLEY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9102377
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12105076
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt962520
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1022477
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11140143
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt11CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR OF VCIN CP
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01987
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-1000
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GovernmentGrantsAmt0150988
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt040750
IRS990/GrossReceiptsAmt019489477
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt014826
IRS990/InformationTechnologyGrp/TotalAmt014826
IRS990/InsuranceGrp/ManagementAndGeneralAmt080250
IRS990/InsuranceGrp/ProgramServicesAmt035095
IRS990/InsuranceGrp/TotalAmt0115345
IRS990/InterestGrp/ProgramServicesAmt09472
IRS990/InterestGrp/TotalAmt09472
IRS990/InvestmentIncomeGrp/ExclusionAmt034
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt034
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt036
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01176445
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0638923
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0768548
IRS990/LandBldgEquipCostOrOtherBssAmt01944993
IRS990/LegalDomicileStateCd0VT
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt041750
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0UPPER VALLEY SERVICES, INC. PROVIDES OPPORTUNITY, SUPPORT, AND ASSISTANCE TO PEOPLE WITH DEVELOPMENTAL DISABILITIES ENABLING THEM TO SAFELY LIVE, WORK AND SOCIALIZE IN THEIR COMMUNITIES IN WAYS WHICH ARE BASED UPON THEIR INDIVIDUAL NEEDS, VALUES, INTERESTS AND CHOICES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0223335
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0190215
IRS990/NetAssetsOrFundBalancesBOYAmt01581397
IRS990/NetAssetsOrFundBalancesEOYAmt01631244
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-1000
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1000
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoncashContributionsAmt045021
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0179943
IRS990/OccupancyGrp/TotalAmt0179943
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0110627
IRS990/OfficeExpensesGrp/ProgramServicesAmt0101701
IRS990/OfficeExpensesGrp/TotalAmt0212328
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt04296
IRS990/OtherAssetsTotalGrp/EOYAmt04535
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt04930
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0785376
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0790306
IRS990/OtherExpensesGrp/Desc0CONTRACT SERVICES
IRS990/OtherExpensesGrp/Desc1OPERATING COSTS
IRS990/OtherExpensesGrp/Desc2DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3STAFF DEVELOPMENT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt047822
IRS990/OtherExpensesGrp/ProgramServicesAmt012047525
IRS990/OtherExpensesGrp/ProgramServicesAmt1459796
IRS990/OtherExpensesGrp/ProgramServicesAmt22141
IRS990/OtherExpensesGrp/ProgramServicesAmt345622
IRS990/OtherExpensesGrp/TotalAmt012047525
IRS990/OtherExpensesGrp/TotalAmt1459796
IRS990/OtherExpensesGrp/TotalAmt249963
IRS990/OtherExpensesGrp/TotalAmt345622
IRS990/OtherLiabilitiesGrp/BOYAmt088419
IRS990/OtherLiabilitiesGrp/EOYAmt0113807
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0225
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04169860
IRS990/OtherSalariesAndWagesGrp/TotalAmt04170085
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07211
IRS990/PayrollTaxesGrp/ProgramServicesAmt0309824
IRS990/PayrollTaxesGrp/TotalAmt0317035
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt054
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt097176
IRS990/PensionPlanContributionsGrp/TotalAmt097230
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0100981
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0108111
IRS990/PrincipalOfficerNm0WILLIAM ASHE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE REVENU
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt018512285
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt018512285
IRS990/ProgSrvcAccomActy2Grp/Desc0UPPER VALLEY SERVICES OFFERS HOME AND SHARED LIVING SUPPORTS RANGING FROM STRENGTHENING FAMILY-BASED LIVING OPTIONS TO OFFERING A FEW SCHEDULED HOURS PER WEEK IN A CONSUMER'S HOME HELPING THEM DEVELOP LIFE SKILLS (SUCH AS COOKING, HOUSEKEEPING, AND PERSONAL FINANCE) TO 24/7 CONTRACTED SUPPORT IN A SHARED LIVING PROVIDER'S HOME. THIS PROGRAM FOCUSES ON ENSURING THE CONSUMER'S HEALTH AND SAFETY, MAXIMIZING INDEPENDENCE, ADDRESSING INDIVIDUAL PREFERENCES AND NEEDS, CREATING A SUPPORTIVE AND INCLUSIVE HOME ENVIRONMENT, AND ENHANCING QUALITY OF LIFE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt09304018
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt09655547
IRS990/ProgSrvcAccomActy3Grp/Desc0OUTPATIENT - PROVIDES CRITICAL PSYCHOTHERAPY AND OTHER CLINICAL SERVICES TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES IN NEED OF INDIVIDUAL OR GROUP COUNSELING.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt02930019
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt02397265
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER - VARIOUS OTHER SERVICES OF CRITICAL IMPORTANCE TO THE DEVELOPMENTALLY DISABLED CITIZENS OF THE CONNECTICUT VALLEY
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt03715743
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt04129132
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0234044
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt07534
IRS990/PYOtherExpensesAmt012875180
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt017598152
IRS990/PYRevenuesLessExpensesAmt076718
IRS990/PYSalariesCompEmpBnftPaidAmt04887832
IRS990/PYTotalExpensesAmt017763012
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt017839730
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt049847
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt03070740
IRS990/SavingsAndTempCashInvstGrp/BOYAmt016812
IRS990/SavingsAndTempCashInvstGrp/EOYAmt016846
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0196009
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0234044
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0230418
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0246301
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0235083
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01141855
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt034
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt034
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt034
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt034
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt033
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0169
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt085249267
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99990
IRS990ScheduleA/PublicSupportPY170Pct00.99990
IRS990ScheduleA/PublicSupportTotal170Amt01141855
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0196009
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0234044
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0230418
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0246301
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0235083
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01141855
IRS990ScheduleA/TotalSupportAmt01142024
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0373264
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0721722
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt01094986
IRS990ScheduleD/EquipmentGrp/BookValueAmt014587
IRS990ScheduleD/EquipmentGrp/DepreciationAmt090899
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0105486
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt019397880
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt0121902
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0121902
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt01606
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt010350
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt011956
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0257189
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0353474
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0610663
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0113807
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO AFFILIATE
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt019447727
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING STANDARDS CODIFICATION SUBTOPIC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, ADDRESSES THE ACCOUNTING UNCERTAINTY OF INCOME TAXES RECOGNIZED IN AN ENTERPRISE'S FINANCIAL STATEMENTS AND PRESCRIBES A THRESHOLD OF "MORE-LIKELY-THAN-NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. SUBTOPIC 740-10 ALSO PROVIDES GUIDANCE ON MEASUREMENT CLASSIFICATION, INTEREST AND PENALTIES AND DISCLOSURE. THE AGENCY HAS DETERMINED THAT THE PROVISIONS OF SUBTOPIC 740-10 DO NOT HAVE A MATERIAL EFFECT ON THE AGENCY'S FINANCIAL STATEMENTS. THE AGENCY BELIEVES IT IS NO LONGER SUBJECT TO EXAMINATIONS FOR YEARS PRIOR TO 2014.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0768548
IRS990ScheduleD/TotalExpensesPerForm990Amt019397880
IRS990ScheduleD/TotalLiabilityAmt0113807
IRS990ScheduleD/TotalRevenuePerForm990Amt019447727
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt019447727
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt019397880
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,766,768
Liabilities
$1,135,524
Net assets
$1,631,244
Revenue
$19,447,727
Expenses
$19,397,880
Net income
$49,847
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.69$3.71$5.98$37.6$37.0$0.54
2023Detailed filing. Detailed filing data is available for this year.$8.97$3.53$5.44$35.6$35.0$0.57
2022Detailed filing. Detailed filing data is available for this year.$7.60$2.72$4.87$28.3$27.1$1.24
2021Detailed filing. Detailed filing data is available for this year.$5.29$1.66$3.63$26.2$24.5$1.68
2020Detailed filing. Detailed filing data is available for this year.$4.49$2.55$1.94$24.2$24.0$0.17
2019Detailed filing. Detailed filing data is available for this year.$2.81$1.04$1.77$21.1$20.9$0.14
2018Detailed filing. Detailed filing data is available for this year.$2.77$1.14$1.63$19.4$19.4$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.65$1.07$1.58$17.8$17.8$0.08
2016Detailed filing. Detailed filing data is available for this year.$2.62$1.12$1.50$16.8$16.7$0.06
2015Detailed filing. Detailed filing data is available for this year.$2.46$1.02$1.44$16.5$16.5$0.00
2014Detailed filing. Detailed filing data is available for this year.$2.50$1.06$1.44$15.8$15.7$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.30$0.93$1.37$15.5$15.5$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.35$0.94$1.41$14.5
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.41$0.94$1.46$14.4
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.23$0.96$1.27$14.1