Civic Intelligence

Upper Valley Services Inc.

990 • Fiscal year 2020 • EIN 03-0305008

Jul 01, 2019 to Jun 30, 2020 • Filed on May 08, 2021

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

76th percentile

0.57x

Higher debt load relative to assets than 76% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

25th percentile

0.11x

Higher debt load relative to revenue than 25% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

38th percentile

0.7%

Higher net margin than 38% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

61st percentile

$209,307

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

92nd percentile

60%

Faster asset growth than 92% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

72nd percentile

15%

Faster revenue growth than 72% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets76th percentile

Assets

Up

$4,494,894

Up $1,687,905 (+60%) from 2019

Net Assets

Up

$1,944,649

Up $174,786 (+9.9%) from 2019

Liabilities

Up

$2,550,245

Up $1,513,119 (+146%) from 2019

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin38th percentile

Revenue

Up

$24,183,831

Up $3,125,448 (+15%) from 2019

Expenses

Up

$24,009,045

Up $3,089,281 (+15%) from 2019

Net Income

Up

$174,786

Up $36,167 (+26%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth92nd 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

2020

Assets$4,494,894
Liabilities$2,550,245
Net Assets$1,944,649
Open 2020 Filing

Operations Trend

Revenue Growth72nd 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

2020

Revenue$24,183,831
Expenses$24,009,045
Net Income$174,786
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
May 8, 2021
Return Version
2019v5.2
Gross Receipts
$24,183,831
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$790,601$1,912,947▲ $1,122,346
Accounts Receivable$1,097,647$1,604,537▲ $506,890
Land, Buildings, and Equipment, Net$794,836$828,733▲ $33,897
Prepaid Expenses and Deferred Charges$101,805$122,765▲ $20,960
Savings and Temporary Cash Investments$16,879$16,912▲ $33
Total Assets$2,806,989$4,494,894▲ $1,687,905
Other Assets Total$5,221$9,000▲ $3,779
Liabilities
Mortgage Notes Payable Secured by Investment Property$174,975$1,139,882▲ $964,907
Accounts Payable and Accrued Expenses$646,595$1,125,176▲ $478,581
Other Liabilities$123,115$187,705▲ $64,590
Deferred Revenue$92,441$97,482▲ $5,041
Total Liabilities$1,037,126$2,550,245▲ $1,513,119
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,764,208$1,936,090▲ $171,882
Net Assets With Donor Restrictions$5,655$8,559▲ $2,904
Total Net Assets Fund Balance$1,769,863$1,944,649▲ $174,786
Total Liabilities and Net Assets / Fund Balance$2,806,989$4,494,894▲ $1,687,905

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$463,063$805,558$1,268,621
Other Land Buildings$224,359$381,822$606,181
Land$121,902-$121,902
Equipment$15,114$99,046$114,160
Leasehold Improvements$4,295$11,106$15,401
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dr Patrick FrawleyDirector of Vcin CpFT$110,338$24,540$134,878
William AsheExecutive DirectorFT$102,386$31,620$134,006
Naomi QuennevilleChief Financial OfficerPT-$104,842$104,842

Board Members and Trustees

NameTitle
Steve RauhPresident
Ron PoeVice President
Jason RichardsonChief Operating Officer
Dave WestermanMember
Edwin PlaceMember
Patsy FrenchMember
Robert SheftmanMember
Susan YuanMember
Louise RauhSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Aris Solutions INCAccounting Services72 S MAIN ST SUITE 350, White River Junction, VT 05001$368,105
Alex GillHome Provider528 BROOK RD, Middle Sex, VT 05602$161,828
Ray LamondaHome ProviderPO BOX 273, East Corinth, VT 05040$124,333
Kevin StridsbergHome ProviderPO BOX 567, So Barre, VT 05670$122,283
Charlotte RobinsonHome Provider426 ROBINSON RD, Warren, VT 05674$104,294
Revenue and Support

Revenue Composition

Contributions and Grants
$366,473
Program Service Revenue
$23,747,620
Investment Income
$14,372
Other Revenue
$55,366
All Other Contributions
$28,783
Change in Net Assets
$174,786

Audited Revenue Reconciliation

Revenue per Audited Statements
$24,183,831
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$24,183,831
Total Revenue per Form 990
$24,183,831
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$17,158,395
Salaries, Compensation, and Employee Benefits$6,850,650
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,257,829$16,566-$5,274,395
Other Employee Benefits$935,610$5,228-$940,838
Payroll Taxes$375,440$7,635-$383,075
Fees for Services Management$16,038$269,403-$285,441
Office Expenses$134,068$120,195-$254,263
Travel$243,948$5,323-$249,271
Occupancy$232,737--$232,737
Depreciation Depletion$128,781$9,718-$138,499
Current Officers, Directors, Trustees, and Key Employees$12,918$116,255-$129,173
Pension Plan Contributions$122,982$187-$123,169
Insurance$34,718$87,952-$122,670
Other Expenses$1,596$52,752-$54,348
Information Technology$40,034--$40,034
Fees for Services Legal-$39,735-$39,735
Advertising$37,490$947-$38,437
Fees for Services Accounting-$36,000-$36,000
All Other Expenses$15,346$12,167-$27,513
Interest$8,277--$8,277
Total Functional Expenses$23,228,693$780,352$0$24,009,045

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$24,009,045
Total Expenses per Audited Statements$24,009,045
Total Expenses per Form 990$24,009,045
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$146,288
Refundable Advance$41,417
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 35% controlled entity
No
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
2021-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Ashe
Formed
1987
Legal Domicile
Vt
Voting Board Members
8
Independent Board Members
8
Employees
212
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 2015.”

Raw XML AppendixShowing 400 of 652 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.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8106792
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11110338
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/ReportableCompFromRltdOrgAmt875301
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt991634
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10158996
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
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/TitleTxt8EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt10CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR OF VCIN CP
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01987
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt014000
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GovernmentGrantsAmt0337690
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt014000
IRS990/GrossReceiptsAmt024183831
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt040034
IRS990/InformationTechnologyGrp/TotalAmt040034
IRS990/InsuranceGrp/ManagementAndGeneralAmt087952
IRS990/InsuranceGrp/ProgramServicesAmt034718
IRS990/InsuranceGrp/TotalAmt0122670
IRS990/InterestGrp/ProgramServicesAmt08277
IRS990/InterestGrp/TotalAmt08277
IRS990/InvestmentIncomeGrp/ExclusionAmt0372
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0372
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt039
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01297532
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0794836
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0828733
IRS990/LandBldgEquipCostOrOtherBssAmt02126265
IRS990/LegalDomicileStateCd0VT
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
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/BOYAmt0174975
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01139882
IRS990/NetAssetsOrFundBalancesBOYAmt01769863
IRS990/NetAssetsOrFundBalancesEOYAmt01944649
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt014000
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt014000
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01764208
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01936090
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ProgramServicesAmt0232737
IRS990/OccupancyGrp/TotalAmt0232737
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0120195
IRS990/OfficeExpensesGrp/ProgramServicesAmt0134068
IRS990/OfficeExpensesGrp/TotalAmt0254263
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt05221
IRS990/OtherAssetsTotalGrp/EOYAmt09000
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt05228
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0935610
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0940838
IRS990/OtherExpensesGrp/Desc0CONTRACT SERVICES
IRS990/OtherExpensesGrp/Desc1OPERATING COSTS
IRS990/OtherExpensesGrp/Desc2ISO FEES
IRS990/OtherExpensesGrp/Desc3DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0289
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt152752
IRS990/OtherExpensesGrp/ProgramServicesAmt015127478
IRS990/OtherExpensesGrp/ProgramServicesAmt1398584
IRS990/OtherExpensesGrp/ProgramServicesAmt2104819
IRS990/OtherExpensesGrp/ProgramServicesAmt31596
IRS990/OtherExpensesGrp/TotalAmt015127767
IRS990/OtherExpensesGrp/TotalAmt1398584
IRS990/OtherExpensesGrp/TotalAmt2104819
IRS990/OtherExpensesGrp/TotalAmt354348
IRS990/OtherLiabilitiesGrp/BOYAmt0123115
IRS990/OtherLiabilitiesGrp/EOYAmt0187705
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0PAYROLL TAX CREDITS - FFCRA
IRS990/OtherRevenueMiscGrp/ExclusionAmt055366
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt055366
IRS990/OtherRevenueTotalAmt055366
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt016566
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt05257829
IRS990/OtherSalariesAndWagesGrp/TotalAmt05274395
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07635
IRS990/PayrollTaxesGrp/ProgramServicesAmt0375440
IRS990/PayrollTaxesGrp/TotalAmt0383075
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0187
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0122982
IRS990/PensionPlanContributionsGrp/TotalAmt0123169
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0101805
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0122765
IRS990/PrincipalOfficerNm0WILLIAM ASHE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/BusinessCd1624100
IRS990/ProgramServiceRevenueGrp/BusinessCd2624100
IRS990/ProgramServiceRevenueGrp/BusinessCd3624100
IRS990/ProgramServiceRevenueGrp/Desc0WAIVER REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1FRANCIS FOUNDATION
IRS990/ProgramServiceRevenueGrp/Desc2VERMONT COMFORTS OF HOME
IRS990/ProgramServiceRevenueGrp/Desc3OTHER CONTRACTS AND FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt015542021
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt13317376
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt23240824
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt31647399
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt015542021
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13317376
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt23240824
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt31647399
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/ExpenseAmt08988935
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt010379891
IRS990/ProgSrvcAccomActy3Grp/Desc0OUTPATIENT - PROVIDES CRITICAL PSYCHOTHERAPY AND OTHER CLINICAL SERVICES TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES IN NEED OF INDIVIDUAL OR GROUP COUNSELING.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt06116253
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt02510926
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER - VARIOUS OTHER SERVICES OF CRITICAL IMPORTANCE TO THE DEVELOPMENTALLY DISABLED CITIZENS OF THE CONNECTICUT VALLEY
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt05952110
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt07696741
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0173717
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt04534
IRS990/PYOtherExpensesAmt015295310
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt020880132
IRS990/PYRevenuesLessExpensesAmt0138619
IRS990/PYSalariesCompEmpBnftPaidAmt05624454
IRS990/PYTotalExpensesAmt020919764
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt021058383
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0174786
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt03160062
IRS990/SavingsAndTempCashInvstGrp/BOYAmt016879
IRS990/SavingsAndTempCashInvstGrp/EOYAmt016912
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0366473
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0173717
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0196009
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0234044
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0230418
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01200661
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0372
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt034
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt034
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt034
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt034
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0508
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt098055311
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt055366
IRS990ScheduleA/OtherIncome170Grp/TotalAmt055366
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.95550
IRS990ScheduleA/PublicSupportPY170Pct00.99980

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,494,894
Liabilities
$2,550,245
Net assets
$1,944,649
Revenue
$24,183,831
Expenses
$24,009,045
Net income
$174,786
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