Civic Intelligence

Upper Valley Services Inc.

990 • Fiscal year 2021 • EIN 03-0305008

Jul 01, 2020 to Jun 30, 2021 • Filed on Apr 29, 2022

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

61st percentile

0.31x

Higher debt load relative to assets than 61% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

18th percentile

0.06x

Higher debt load relative to revenue than 18% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Net Margin

37th percentile

6.4%

Higher net margin than 37% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$230,882

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Asset Growth

68th percentile

18%

Faster asset growth than 68% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

43rd percentile

8.2%

Faster revenue growth than 43% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$5,288,480

Up $793,586 (+18%) from 2020

Net Assets

Up

$3,628,425

Up $1,683,776 (+87%) from 2020

Liabilities

Down

$1,660,055

Down $890,190 (-35%) from 2020

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin37th percentile

Revenue

Up

$26,170,773

Up $1,986,942 (+8.2%) from 2020

Expenses

Up

$24,486,997

Up $477,952 (+2.0%) from 2020

Net Income

Up

$1,683,776

Up $1,508,990 (+863%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth68th 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

2021

Assets$5,288,480
Liabilities$1,660,055
Net Assets$3,628,425
Open 2021 Filing

Operations Trend

Revenue Growth43rd 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

2021

Revenue$26,170,773
Expenses$24,486,997
Net Income$1,683,776
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Apr 29, 2022
Return Version
2020v4.2
Gross Receipts
$26,175,176
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
Accounts Receivable$1,604,537$2,181,067▲ $576,530
Cash and Non-Interest-Bearing Accounts$1,912,947$2,011,768▲ $98,821
Land, Buildings, and Equipment, Net$828,733$917,581▲ $88,848
Prepaid Expenses and Deferred Charges$122,765$161,138▲ $38,373
Savings and Temporary Cash Investments$16,912$16,926▲ $14
Total Assets$4,494,894$5,288,480▲ $793,586
Other Assets Total$9,000$0▼ $9,000
Liabilities
Accounts Payable and Accrued Expenses$1,125,176$1,038,782▼ $86,394
Other Liabilities$187,705$432,248▲ $244,543
Deferred Revenue$97,482$103,741▲ $6,259
Mortgage Notes Payable Secured by Investment Property$1,139,882$85,284▼ $1,054,598
Total Liabilities$2,550,245$1,660,055▼ $890,190
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,936,090$3,619,468▲ $1,683,378
Net Assets With Donor Restrictions$8,559$8,957▲ $398
Total Net Assets Fund Balance$1,944,649$3,628,425▲ $1,683,776
Total Liabilities and Net Assets / Fund Balance$4,494,894$5,288,480▲ $793,586

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$421,629$851,192$1,272,821
Other Land Buildings$357,645$411,893$769,538
Land$121,902-$121,902
Equipment$12,508$103,680$116,188
Leasehold Improvements$3,897$11,504$15,401
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dr Patrick FrawleyDirector of Vcin CpFT$120,797$33,482$154,279
William AsheExecutive Director (ret 2021)FT$115,683$36,533$152,216
Naomi QuennevilleCFO Through July 2020, Then COOPT-$128,927$128,927
Elizabeth LundbergCFO Effective September 2020PT-$27,592$27,592
Gloria QuinnExecutive DirectorFT$24,523$1,478$26,001

Board Members and Trustees

NameTitle
Steve RauhPresident
Ron PoeVice President
Dave WestermanMember
Marsha TrischmanMember
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$376,510
Alex GillHome Provider528 BROOK RD, Middlesex, VT 05602$168,328
Kevin StridsbergHome ProviderPO BOX 567, So Barre, VT 05670$124,908
Nadihusska MarinHome Provider388 WOLF DEN RD, Hyde Park, VT 05655$118,000
Troy BusconiHome Provider764 SOUTH BARRE RD, Barre, VT 05641$111,022
Revenue and Support

Revenue Composition

Contributions and Grants
$1,301,279
Program Service Revenue
$24,821,202
Investment Income
$26,811
Other Revenue
$21,481
All Other Contributions
$2,796
Change in Net Assets
$1,683,776

Audited Revenue Reconciliation

Revenue per Audited Statements
$26,170,773
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$26,170,773
Total Revenue per Form 990
$26,170,773
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$17,943,946
Salaries, Compensation, and Employee Benefits$6,543,051
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,920,508$12,996-$4,933,504
Other Employee Benefits$857,810$5,710-$863,520
Payroll Taxes$429,573$13,480-$443,053
Fees for Services Management-$376,840-$376,840
Occupancy$203,375$5,247-$208,622
Current Officers, Directors, Trustees, and Key Employees$20,020$180,177-$200,197
Insurance$106,767$92,262-$199,029
Travel$180,315$2,909-$183,224
Depreciation Depletion$166,140$11,169-$177,309
Office Expenses$129,098$8,084-$137,182
Fees for Services Legal$26,703$99,671-$126,374
Pension Plan Contributions$102,515$262-$102,777
Information Technology$64,110$18,245-$82,355
All Other Expenses$54,786$10,063-$64,849
Other Expenses$7,719$53,688-$61,407
Fees for Services Accounting-$36,000-$36,000
Advertising$32,349$602-$32,951
Interest$6,280--$6,280
Total Functional Expenses$23,550,406$936,591$0$24,486,997

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$24,486,997
Total Expenses per Audited Statements$24,486,997
Total Expenses per Form 990$24,486,997
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$222,867
Refundable Advance$209,381
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
Shannon Burbela
Title
CFO
Phone
8022801911
Signed
2022-04-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gloria Quinn
Formed
1987
Legal Domicile
Vt
Voting Board Members
8
Independent Board Members
8
Employees
228
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.”

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IRS990/Form990PartVIISectionAGrp/PersonNm7MARSHA TRISCHMAN
IRS990/Form990PartVIISectionAGrp/PersonNm8WILLIAM ASHE
IRS990/Form990PartVIISectionAGrp/PersonNm9NAOMI QUENNEVILLE
IRS990/Form990PartVIISectionAGrp/PersonNm10GLORIA QUINN
IRS990/Form990PartVIISectionAGrp/PersonNm11ELIZABETH LUNDBERG
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/ReportableCompFromOrgAmt8123256
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1024523
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12127207
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/ReportableCompFromRltdOrgAmt878666
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt989756
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1125348
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/TitleTxt8EXECUTIVE DIRECTOR (RET 2021)
IRS990/Form990PartVIISectionAGrp/TitleTxt9CFO THROUGH JULY 2020, THEN COO
IRS990/Form990PartVIISectionAGrp/TitleTxt10EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11CFO EFFECTIVE SEPTEMBER 2020
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR OF VCIN CP
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01987
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt026797
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GovernmentGrantsAmt01298483
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt031200
IRS990/GrossReceiptsAmt026175176
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt018245
IRS990/InformationTechnologyGrp/ProgramServicesAmt064110
IRS990/InformationTechnologyGrp/TotalAmt082355
IRS990/InsuranceGrp/ManagementAndGeneralAmt092262
IRS990/InsuranceGrp/ProgramServicesAmt0106767
IRS990/InsuranceGrp/TotalAmt0199029
IRS990/InterestGrp/ProgramServicesAmt06280
IRS990/InterestGrp/TotalAmt06280
IRS990/InvestmentIncomeGrp/ExclusionAmt014
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt014
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt035
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01378269
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0828733
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0917581
IRS990/LandBldgEquipCostOrOtherBssAmt02295850
IRS990/LegalDomicileStateCd0VT
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt04403
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/BOYAmt01139882
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt085284
IRS990/NetAssetsOrFundBalancesBOYAmt01944649
IRS990/NetAssetsOrFundBalancesEOYAmt03628425
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt026797
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt026797
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01936090
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03619468
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt05247
IRS990/OccupancyGrp/ProgramServicesAmt0203375
IRS990/OccupancyGrp/TotalAmt0208622
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt08084
IRS990/OfficeExpensesGrp/ProgramServicesAmt0129098
IRS990/OfficeExpensesGrp/TotalAmt0137182
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt09000
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt05710
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0857810
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0863520
IRS990/OtherExpensesGrp/Desc0CLINICAL CONTRACT SERVI
IRS990/OtherExpensesGrp/Desc1CONSUMER EXPENSES
IRS990/OtherExpensesGrp/Desc2ISO FEES
IRS990/OtherExpensesGrp/Desc3DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05006
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14180
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt253688
IRS990/OtherExpensesGrp/ProgramServicesAmt015873904
IRS990/OtherExpensesGrp/ProgramServicesAmt1289359
IRS990/OtherExpensesGrp/ProgramServicesAmt279075
IRS990/OtherExpensesGrp/ProgramServicesAmt37719
IRS990/OtherExpensesGrp/TotalAmt015878910
IRS990/OtherExpensesGrp/TotalAmt1293539
IRS990/OtherExpensesGrp/TotalAmt279075
IRS990/OtherExpensesGrp/TotalAmt361407
IRS990/OtherLiabilitiesGrp/BOYAmt0187705
IRS990/OtherLiabilitiesGrp/EOYAmt0432248
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1532000
IRS990/OtherRevenueMiscGrp/Desc0PAYROLL TAX CREDITS - FFCRA
IRS990/OtherRevenueMiscGrp/Desc1SNOWGOOSE COTTAGE
IRS990/OtherRevenueMiscGrp/ExclusionAmt017961
IRS990/OtherRevenueMiscGrp/ExclusionAmt13520
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt017961
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt13520
IRS990/OtherRevenueTotalAmt021481
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt012996
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04920508
IRS990/OtherSalariesAndWagesGrp/TotalAmt04933504
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt013480
IRS990/PayrollTaxesGrp/ProgramServicesAmt0429573
IRS990/PayrollTaxesGrp/TotalAmt0443053
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0262
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0102515
IRS990/PensionPlanContributionsGrp/TotalAmt0102777
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0122765
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0161138
IRS990/PrincipalOfficerNm0GLORIA QUINN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/BusinessCd1624100
IRS990/ProgramServiceRevenueGrp/BusinessCd2624100
IRS990/ProgramServiceRevenueGrp/BusinessCd3624100
IRS990/ProgramServiceRevenueGrp/Desc0WAIVER REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1VERMONT COMFORTS OF HOME
IRS990/ProgramServiceRevenueGrp/Desc2FRANCIS FOUNDATION
IRS990/ProgramServiceRevenueGrp/Desc3OTHER CONTRACTS AND FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt015679186
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt14474640
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt23109195
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt31558181
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt015679186
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt14474640
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt23109195
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt31558181
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/ExpenseAmt08623476
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt010891386
IRS990/ProgSrvcAccomActy3Grp/Desc0OUTPATIENT - PROVIDES CRITICAL PSYCHOTHERAPY AND OTHER CLINICAL SERVICES TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES IN NEED OF INDIVIDUAL OR GROUP COUNSELING.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt05991034
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt02397017
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER - VARIOUS OTHER SERVICES OF CRITICAL IMPORTANCE TO THE DEVELOPMENTALLY DISABLED CITIZENS OF THE CONNECTICUT VALLEY
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt06937962
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt08609847
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0366473
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt014372
IRS990/PYOtherExpensesAmt017158395
IRS990/PYOtherRevenueAmt055366
IRS990/PYProgramServiceRevenueAmt023747620
IRS990/PYRevenuesLessExpensesAmt0174786
IRS990/PYSalariesCompEmpBnftPaidAmt06850650
IRS990/PYTotalExpensesAmt024009045
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt024183831
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01683776
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02922952
IRS990/SavingsAndTempCashInvstGrp/BOYAmt016912
IRS990/SavingsAndTempCashInvstGrp/EOYAmt016926
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01301279
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0366473
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0173717
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0196009

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,288,480
Liabilities
$1,660,055
Net assets
$3,628,425
Revenue
$26,170,773
Expenses
$24,486,997
Net income
$1,683,776
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