Civic Intelligence

Upper Valley Services Inc.

990 • Fiscal year 2022 • EIN 03-0305008

Jul 01, 2021 to Jun 30, 2022 • Filed on May 15, 2023

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

64th percentile

0.36x

Higher debt load relative to assets than 64% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

24th percentile

0.10x

Higher debt load relative to revenue than 24% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Net Margin

45th percentile

4.4%

Higher net margin than 45% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

26th percentile

$166,195

Higher top officer pay than 26% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Asset Growth

91st percentile

44%

Faster asset growth than 91% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

58th percentile

8.3%

Faster revenue growth than 58% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$7,596,630

Up $2,308,150 (+44%) from 2021

Net Assets

Up

$4,873,132

Up $1,244,707 (+34%) from 2021

Liabilities

Up

$2,723,498

Up $1,063,443 (+64%) from 2021

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin45th percentile

Revenue

Up

$28,348,722

Up $2,177,949 (+8.3%) from 2021

Expenses

Up

$27,104,015

Up $2,617,018 (+11%) from 2021

Net Income

Down

$1,244,707

Down $439,069 (-26%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth91st 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

2022

Assets$7,596,630
Liabilities$2,723,498
Net Assets$4,873,132
Open 2022 Filing

Operations Trend

Revenue Growth58th 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

2022

Revenue$28,348,722
Expenses$27,104,015
Net Income$1,244,707
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
May 15, 2023
Return Version
2021v4.2
Gross Receipts
$28,350,616
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$2,011,768$3,339,728▲ $1,327,960
Accounts Receivable$2,181,067$2,398,841▲ $217,774
Land, Buildings, and Equipment, Net$917,581$1,676,785▲ $759,204
Prepaid Expenses and Deferred Charges$161,138$164,346▲ $3,208
Savings and Temporary Cash Investments$16,926$16,930▲ $4
Total Assets$5,288,480$7,596,630▲ $2,308,150
Liabilities
Accounts Payable and Accrued Expenses$1,038,782$1,418,871▲ $380,089
Mortgage Notes Payable Secured by Investment Property$85,284$763,937▲ $678,653
Other Liabilities$432,248$413,653▼ $18,595
Deferred Revenue$103,741$127,037▲ $23,296
Total Liabilities$1,660,055$2,723,498▲ $1,063,443
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,619,468$4,870,281▲ $1,250,813
Net Assets With Donor Restrictions$8,957$2,851▼ $6,106
Total Net Assets Fund Balance$3,628,425$4,873,132▲ $1,244,707
Total Liabilities and Net Assets / Fund Balance$5,288,480$7,596,630▲ $2,308,150

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,028,840$907,977$1,936,817
Other Land Buildings$348,940$529,030$877,970
Land$281,225-$281,225
Equipment$14,280$109,013$123,293
Leasehold Improvements$3,500$11,901$15,401
Compensation and Service Providers
Top Officer Pay26th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gloria QuinnExecutive DirectorFT$142,335$23,860$166,195
Dr Patrick FrawleyDirector of Vcin CpFT$122,715$31,979$154,694
Elizabeth LundbergCFO Through 3/24/22FT-$132,252$132,252

Board Members and Trustees

NameTitle
Steve RauhPresident
Ron PoeVice President
Shannon BurbelaCFO Effective 3/25/22
Dave WestermanMember
Edwin PlaceMember
Marsha TrischmanMember
Mica TuckerMember
Patsy FrenchMember
Susan YuanMember
Louise RauhSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Aris Solutions INCAccounting Services72 S MAIN ST SUITE 350, White River Junction, VT 05001$380,790
Alex GillHome Provider528 BROOK RD, Middlesex, VT 05602$172,142
Raymond LamondaHome ProviderPO BOX 273, East Corinth, VT 05040$142,156
Kevin StridsbergHome ProviderPO BOX 567, So Barre, VT 05670$125,165
Nadiahusska MarinHome Provider388 WOLF DEN RD, Hyde Park, VT 05655$120,510
Revenue and Support

Revenue Composition

Contributions and Grants
$313,103
Program Service Revenue
$28,025,243
Investment Income
$-1,889
Other Revenue
$12,265
All Other Contributions
$3,722
Change in Net Assets
$1,244,707

Audited Revenue Reconciliation

Revenue per Audited Statements
$28,348,722
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$28,348,722
Total Revenue per Form 990
$28,348,722
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$18,801,224
Salaries, Compensation, and Employee Benefits$8,302,791
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$16,501,785$94,700-$16,596,485
Other Salaries and Wages$5,855,009$724,732-$6,579,741
Other Employee Benefits$824,965$138,058-$963,023
Payroll Taxes$448,995$58,920-$507,915
Occupancy$300,008$436-$300,444
Fees for Services Management-$293,869-$293,869
Travel$202,254$16,639-$218,893
Depreciation Depletion$199,877$11,231-$211,108
Office Expenses$167,102$22,710-$189,812
Insurance$109,839$79,120-$188,959
Current Officers, Directors, Trustees, and Key Employees$16,381$147,427-$163,808
Fees for Services Legal-$117,293-$117,293
Information Technology$78,642$30,198-$108,840
Pension Plan Contributions$72,658$15,646-$88,304
Advertising$26,676$40,453-$67,129
Fees for Services Accounting-$36,000-$36,000
Other Expenses$15,788$6,813-$22,601
Interest$17,109--$17,109
All Other Expenses$14,075$30-$14,105
Total Functional Expenses$25,200,813$1,903,202$0$27,104,015

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$27,104,015
Total Expenses per Audited Statements$27,104,015
Total Expenses per Form 990$27,104,015
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$247,342
Refundable Advance$166,311
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
2023-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gloria Quinn
Formed
1987
Legal Domicile
Vt
Voting Board Members
9
Independent Board Members
8
Employees
215
Volunteers
9

Preparer

Firm
Tyler Simms & St Sauveur Cpas Pllc
Address
19 MORGAN DRIVE, LEBANON, NH 03766
Preparer
Amber T Mcgonis CPA
Phone
6036530044
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Ehr system fees: program service expenses 0. Management and general expenses 91,200. Fundraising expenses 0. Total expenses 91,200. Clinical contractual: program service expenses 16,501,785. Management and general expenses 3,500. Fundraising expenses 0. Total expenses 16,505,285.”

FORM 990, PART XII, LINE 2C:

“No change from prior year.”

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 2018.”

Raw XML AppendixShowing 400 of 672 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/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.
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IRS990/Form990PartVIISectionAGrp/PersonNm3SUSAN YUAN
IRS990/Form990PartVIISectionAGrp/PersonNm4PATSY FRENCH
IRS990/Form990PartVIISectionAGrp/PersonNm5DAVE WESTERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm6MARSHA TRISCHMAN
IRS990/Form990PartVIISectionAGrp/PersonNm7MICA TUCKER
IRS990/Form990PartVIISectionAGrp/PersonNm8EDWIN PLACE
IRS990/Form990PartVIISectionAGrp/PersonNm9SHANNON BURBELA
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/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10143335
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12127533
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/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt11114569
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/TitleTxt9CFO EFFECTIVE 3/25/22
IRS990/Form990PartVIISectionAGrp/TitleTxt10EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11CFO THROUGH 3/24/22
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR OF VCIN CP
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01987
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0-1894
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GovernmentGrantsAmt0309381
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt028350616
IRS990/GrossRentsGrp/RealAmt07040
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt030198
IRS990/InformationTechnologyGrp/ProgramServicesAmt078642
IRS990/InformationTechnologyGrp/TotalAmt0108840
IRS990/InsuranceGrp/ManagementAndGeneralAmt079120
IRS990/InsuranceGrp/ProgramServicesAmt0109839
IRS990/InsuranceGrp/TotalAmt0188959
IRS990/InterestGrp/ProgramServicesAmt017109
IRS990/InterestGrp/TotalAmt017109
IRS990/InvestmentIncomeGrp/ExclusionAmt05
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt05
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt040
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01557921
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0917581
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01676785
IRS990/LandBldgEquipCostOrOtherBssAmt03234706
IRS990/LegalDomicileStateCd0VT
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt01894
IRS990/LessRentalExpensesGrp/RealAmt00
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/BOYAmt085284
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0763937
IRS990/NetAssetsOrFundBalancesBOYAmt03628425
IRS990/NetAssetsOrFundBalancesEOYAmt04873132
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-1894
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1894
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt07040
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt07040
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03619468
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04870281
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0436
IRS990/OccupancyGrp/ProgramServicesAmt0300008
IRS990/OccupancyGrp/TotalAmt0300444
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt022710
IRS990/OfficeExpensesGrp/ProgramServicesAmt0167102
IRS990/OfficeExpensesGrp/TotalAmt0189812
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0138058
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0824965
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0963023
IRS990/OtherExpensesGrp/Desc0CONSUMER EXPENSES
IRS990/OtherExpensesGrp/Desc1DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc2ISO FEES
IRS990/OtherExpensesGrp/Desc3STAFF DEVELOPMENT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05964
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt162963
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt26813
IRS990/OtherExpensesGrp/ProgramServicesAmt0290283
IRS990/OtherExpensesGrp/ProgramServicesAmt15559
IRS990/OtherExpensesGrp/ProgramServicesAmt253808
IRS990/OtherExpensesGrp/ProgramServicesAmt315788
IRS990/OtherExpensesGrp/TotalAmt0296247
IRS990/OtherExpensesGrp/TotalAmt168522
IRS990/OtherExpensesGrp/TotalAmt253808
IRS990/OtherExpensesGrp/TotalAmt322601
IRS990/OtherLiabilitiesGrp/BOYAmt0432248
IRS990/OtherLiabilitiesGrp/EOYAmt0413653
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0PAYROLL TAX CREDITS - FFCRA
IRS990/OtherRevenueMiscGrp/ExclusionAmt05225
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt05225
IRS990/OtherRevenueTotalAmt05225
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0724732
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt05855009
IRS990/OtherSalariesAndWagesGrp/TotalAmt06579741
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt058920
IRS990/PayrollTaxesGrp/ProgramServicesAmt0448995
IRS990/PayrollTaxesGrp/TotalAmt0507915
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt015646
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt072658
IRS990/PensionPlanContributionsGrp/TotalAmt088304
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0161138
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0164346
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/Desc2OTHER CONTRACTS AND FEES
IRS990/ProgramServiceRevenueGrp/Desc3FRANCIS FOUNDATION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt018355930
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt16286073
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt22257798
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt31125442
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt018355930
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt16286073
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt22257798
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt31125442
IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDING SERVICE IN COMPLIANCE WITH THE REGULATIONS OF THE ADULT FAMILY CARE PROGRAM UNDER VERMONT'S CHOICES FOR CARE INITIATIVE, WORKING TO DEVELOP COMMUNITY-BASED OPTIONS OF CARE FOR PEOPLE REQUIRING A NURSING HOME LEVEL OF SUPPORT.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt06237542
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt06288222
IRS990/ProgSrvcAccomActy3Grp/Desc0OUTPATIENT - PROVIDES CRITICAL PSYCHOTHERAPY AND OTHER CLINICAL SERVICES TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES IN NEED OF INDIVIDUAL OR GROUP COUNSELING.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt04106937
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt02185020
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER - VARIOUS OTHER SERVICES OF CRITICAL IMPORTANCE TO THE DEVELOPMENTALLY DISABLED CITIZENS OF THE CONNECTICUT VALLEY
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt04601629
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt07450479
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01301279
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt026811
IRS990/PYOtherExpensesAmt017943946
IRS990/PYOtherRevenueAmt021481
IRS990/PYProgramServiceRevenueAmt024821202
IRS990/PYRevenuesLessExpensesAmt01683776
IRS990/PYSalariesCompEmpBnftPaidAmt06543051
IRS990/PYTotalExpensesAmt024486997
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt026170773
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01244707
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt07040
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt012101522
IRS990/SavingsAndTempCashInvstGrp/BOYAmt016926
IRS990/SavingsAndTempCashInvstGrp/EOYAmt016930
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0313103
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01301279
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0366473
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0173717
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0196009

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,596,630
Liabilities
$2,723,498
Net assets
$4,873,132
Revenue
$28,348,722
Expenses
$27,104,015
Net income
$1,244,707
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