Civic Intelligence

Upper Valley Services Inc.

990 • Fiscal year 2023 • EIN 03-0305008

Jul 01, 2022 to Jun 30, 2023 • Filed on May 14, 2024

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

65th percentile

0.39x

Higher debt load relative to assets than 65% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

22nd percentile

0.10x

Higher debt load relative to revenue than 22% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Net Margin

43rd percentile

1.6%

Higher net margin than 43% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

27th percentile

$174,535

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Asset Growth

76th percentile

18%

Faster asset growth than 76% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

79th percentile

26%

Faster revenue growth than 79% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$8,970,017

Up $1,373,387 (+18%) from 2022

Net Assets

Up

$5,441,540

Up $568,408 (+12%) from 2022

Liabilities

Up

$3,528,477

Up $804,979 (+30%) from 2022

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin43rd percentile

Revenue

Up

$35,596,367

Up $7,247,645 (+26%) from 2022

Expenses

Up

$35,027,959

Up $7,923,944 (+29%) from 2022

Net Income

Down

$568,408

Down $676,299 (-54%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth76th 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

2023

Assets$8,970,017
Liabilities$3,528,477
Net Assets$5,441,540
Open 2023 Filing

Operations Trend

Revenue Growth79th 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

2023

Revenue$35,596,367
Expenses$35,027,959
Net Income$568,408
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 14, 2024
Return Version
2022v5.0
Gross Receipts
$35,596,367
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$2,398,841$3,084,278▲ $685,437
Land, Buildings, and Equipment, Net$1,676,785$2,740,368▲ $1,063,583
Cash and Non-Interest-Bearing Accounts$3,339,728$2,519,809▼ $819,919
Savings and Temporary Cash Investments$16,930$219,635▲ $202,705
Prepaid Expenses and Deferred Charges$164,346$101,253▼ $63,093
Total Assets$7,596,630$8,970,017▲ $1,373,387
Other Assets Total$0$304,674▲ $304,674
Liabilities
Accounts Payable and Accrued Expenses$1,418,871$1,633,642▲ $214,771
Other Liabilities$413,653$927,153▲ $513,500
Mortgage Notes Payable Secured by Investment Property$763,937$840,269▲ $76,332
Deferred Revenue$127,037$127,413▲ $376
Total Liabilities$2,723,498$3,528,477▲ $804,979
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,870,281$5,440,197▲ $569,916
Net Assets With Donor Restrictions$2,851$1,343▼ $1,508
Total Net Assets Fund Balance$4,873,132$5,441,540▲ $568,408
Total Liabilities and Net Assets / Fund Balance$7,596,630$8,970,017▲ $1,373,387

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,557,533$983,676$2,541,209
Other Land Buildings$282,445$621,148$903,593
Land$537,390-$537,390
Equipment$359,897$74,337$434,234
Leasehold Improvements$3,103$6,696$9,799
Compensation and Service Providers
Top Officer Pay27th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dr Patrick FrawleyDirector of Vcin CpFT$140,152$34,383$174,535
Gloria QuinnExecutive DirectorFT$140,803$32,438$173,241
Shannon BurbelaCFOFT-$106,777$106,777

Board Members and Trustees

NameTitle
Steve RauhPresident
Dave WestermanVice President
Edwin PlaceMember
Marsha TrischmanMember
Mica TuckerMember
Patsy FrenchMember
Ron PoeMember
Susan YuanMember
Louise RauhSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Aris Solutions INCAccounting Services72 S MAIN ST SUITE 350, White River Junction, VT 05001$395,476
Alex GillHome Provider528 BROOK RD, Middlesex, VT 05602$193,783
Raymond LamondaHome ProviderPO BOX 273, East Corinth, VT 05040$169,163
Kevin StridsbergHome ProviderPO BOX 567, So Barre, VT 05670$145,310
Jonathan HuckabayHome ProviderPO BOX 772, Montpelier, VT 05602$132,980
Revenue and Support

Revenue Composition

Contributions and Grants
$840,693
Program Service Revenue
$34,711,389
Investment Income
$37,832
Other Revenue
$6,453
All Other Contributions
$2,900
Change in Net Assets
$568,408

Audited Revenue Reconciliation

Revenue per Audited Statements
$35,596,367
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$35,596,367
Total Revenue per Form 990
$35,596,367
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$22,931,581
Salaries, Compensation, and Employee Benefits$12,096,378
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$19,714,006$131,859-$19,845,865
Other Salaries and Wages$7,962,060$1,466,991-$9,429,051
Other Employee Benefits$1,356,276$345,551-$1,701,827
Payroll Taxes$530,999$124,828-$655,827
Occupancy$451,818$69,207-$521,025
Travel$366,361$37,268-$403,629
Office Expenses$275,957$67,160-$343,117
Fees for Services Management-$311,500-$311,500
Depreciation Depletion$228,321$25,983-$254,304
Insurance$124,315$121,036-$245,351
Information Technology$73,766$121,312-$195,078
Current Officers, Directors, Trustees, and Key Employees$19,349$173,910-$193,259
Pension Plan Contributions$71,456$44,958-$116,414
Fees for Services Legal$48,309$32,110-$80,419
Advertising$20,200$55,916-$76,116
Other Expenses$18,568$33,676-$52,244
All Other Expenses$52,138--$52,138
Fees for Services Accounting-$36,000-$36,000
Interest$26,378--$26,378
Total Functional Expenses$31,749,354$3,278,605$0$35,027,959

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$35,027,959
Total Expenses per Audited Statements$35,027,959
Total Expenses per Form 990$35,027,959
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
Refundable Advance$322,653
Due to Affiliate$298,310
Operating Lease Right of Use Obligation$270,105
Finance Lease Right of Use Obligations$36,085
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
2024-05-14
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
226
Volunteers
10

Preparer

Firm
Tss Advisors LLC
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 117,975. Fundraising expenses 0. Total expenses 117,975. Clinical contractual: program service expenses 19,713,146. Management and general expenses 7,086. Fundraising expenses 0. Total expenses 19,720,232. Website services: program service expenses 860. Management and general expenses 6,798. Fundraising expenses 0. Total expenses 7,658.”

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 2019.”

Raw XML AppendixShowing 400 of 650 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/PersonNm3MARSHA TRISCHMAN
IRS990/Form990PartVIISectionAGrp/PersonNm4MICA TUCKER
IRS990/Form990PartVIISectionAGrp/PersonNm5PATSY FRENCH
IRS990/Form990PartVIISectionAGrp/PersonNm6RON POE
IRS990/Form990PartVIISectionAGrp/PersonNm7STEVE RAUH
IRS990/Form990PartVIISectionAGrp/PersonNm8SUSAN YUAN
IRS990/Form990PartVIISectionAGrp/PersonNm9GLORIA QUINN
IRS990/Form990PartVIISectionAGrp/PersonNm10SHANNON BURBELA
IRS990/Form990PartVIISectionAGrp/PersonNm11DR 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/ReportableCompFromOrgAmt9143770
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11145192
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/ReportableCompFromRltdOrgAmt1090039
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR OF VCIN CP
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01987
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt0500
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GovernmentGrantsAmt0837793
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0500
IRS990/GrossReceiptsAmt035596367
IRS990/GrossRentsGrp/RealAmt06453
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0121312
IRS990/InformationTechnologyGrp/ProgramServicesAmt073766
IRS990/InformationTechnologyGrp/TotalAmt0195078
IRS990/InsuranceGrp/ManagementAndGeneralAmt0121036
IRS990/InsuranceGrp/ProgramServicesAmt0124315
IRS990/InsuranceGrp/TotalAmt0245351
IRS990/InterestGrp/ProgramServicesAmt026378
IRS990/InterestGrp/TotalAmt026378
IRS990/InvestmentIncomeGrp/ExclusionAmt037332
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt037332
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt043
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01685857
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01676785
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02740368
IRS990/LandBldgEquipCostOrOtherBssAmt04426225
IRS990/LegalDomicileStateCd0VT
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
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/BOYAmt0763937
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0840269
IRS990/NetAssetsOrFundBalancesBOYAmt04873132
IRS990/NetAssetsOrFundBalancesEOYAmt05441540
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0500
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0500
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt06453
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt06453
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04870281
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05440197
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt069207
IRS990/OccupancyGrp/ProgramServicesAmt0451818
IRS990/OccupancyGrp/TotalAmt0521025
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt067160
IRS990/OfficeExpensesGrp/ProgramServicesAmt0275957
IRS990/OfficeExpensesGrp/TotalAmt0343117
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt0304674
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0345551
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01356276
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01701827
IRS990/OtherExpensesGrp/Desc0CONSUMER EXPENSES
IRS990/OtherExpensesGrp/Desc1DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc2ISO FEES
IRS990/OtherExpensesGrp/Desc3STAFF DEVELOPMENT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt012291
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt167049
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt233676
IRS990/OtherExpensesGrp/ProgramServicesAmt0336121
IRS990/OtherExpensesGrp/ProgramServicesAmt15688
IRS990/OtherExpensesGrp/ProgramServicesAmt267268
IRS990/OtherExpensesGrp/ProgramServicesAmt318568
IRS990/OtherExpensesGrp/TotalAmt0348412
IRS990/OtherExpensesGrp/TotalAmt172737
IRS990/OtherExpensesGrp/TotalAmt267268
IRS990/OtherExpensesGrp/TotalAmt352244
IRS990/OtherLiabilitiesGrp/BOYAmt0413653
IRS990/OtherLiabilitiesGrp/EOYAmt0927153
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01466991
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt07962060
IRS990/OtherSalariesAndWagesGrp/TotalAmt09429051
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0124828
IRS990/PayrollTaxesGrp/ProgramServicesAmt0530999
IRS990/PayrollTaxesGrp/TotalAmt0655827
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt044958
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt071456
IRS990/PensionPlanContributionsGrp/TotalAmt0116414
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0164346
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0101253
IRS990/PrincipalOfficerNm0GLORIA QUINN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/BusinessCd1624100
IRS990/ProgramServiceRevenueGrp/BusinessCd2624100
IRS990/ProgramServiceRevenueGrp/Desc0WAIVER REVENUE
IRS990/ProgramServiceRevenueGrp/Desc1VERMONT COMFORTS OF HOME
IRS990/ProgramServiceRevenueGrp/Desc2OTHER CONTRACTS AND FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt022332810
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt18821352
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt23557227
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt022332810
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt18821352
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt23557227
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/ExpenseAmt09071493
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt08821352
IRS990/ProgSrvcAccomActy3Grp/Desc0OUTPATIENT - PROVIDES CRITICAL PSYCHOTHERAPY AND OTHER CLINICAL SERVICES TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES IN NEED OF INDIVIDUAL OR GROUP COUNSELING.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt04367873
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt04383681
IRS990/ProgSrvcAccomActyOtherGrp/Desc0OTHER - VARIOUS OTHER SERVICES OF CRITICAL IMPORTANCE TO THE DEVELOPMENTALLY DISABLED CITIZENS OF THE CONNECTICUT VALLEY
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt05998804
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt08015603
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0313103
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-1889
IRS990/PYOtherExpensesAmt018801224
IRS990/PYOtherRevenueAmt012265
IRS990/PYProgramServiceRevenueAmt028025243
IRS990/PYRevenuesLessExpensesAmt01244707
IRS990/PYSalariesCompEmpBnftPaidAmt08302791
IRS990/PYTotalExpensesAmt027104015
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt028348722
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0568408
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt06453
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt013490753
IRS990/SavingsAndTempCashInvstGrp/BOYAmt016930
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0219635
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0840693
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0313103
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01301279
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0366473
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0173717
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt02995265
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt043785
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt07045
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt014
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0372
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt034
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt051250
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0132185586
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt05225
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt017961
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt055366
IRS990ScheduleA/OtherIncome170Grp/TotalAmt078552

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,970,017
Liabilities
$3,528,477
Net assets
$5,441,540
Revenue
$35,596,367
Expenses
$35,027,959
Net income
$568,408
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