Civic Intelligence

Mystic Valley Elder Services Inc.

990 • Fiscal year 2014 • EIN 04-2562646

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 15, 2014

Organization Profilewww.mves.org

View Organization Page

300 Commercial StreetMalden, MA 02148

(781) 324-7705

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.54x

Higher debt load relative to assets than 72% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

30th percentile

0.15x

Higher debt load relative to revenue than 30% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Net Margin

40th percentile

1.4%

Higher net margin than 40% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

24th percentile

$154,095

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Asset Growth

88th percentile

22%

Faster asset growth than 88% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

60th percentile

7.3%

Faster revenue growth than 60% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$10,149,224

Up $1,855,685 (+22%) from 2013

Net Assets

Up

$4,669,953

Up $506,583 (+12%) from 2013

Liabilities

Up

$5,479,271

Up $1,349,102 (+33%) from 2013

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin40th percentile

Revenue

Up

$35,921,739

Up $2,455,552 (+7.3%) from 2013

Expenses

Up

$35,415,156

Up $3,457,978 (+11%) from 2013

Net Income

Down

$506,583

Down $1,002,426 (-66%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$60M$40M$20M$0Assets 2011: $6,602,292Liabilities 2011: $3,598,532Net Assets 2011: $3,003,7602011Assets 2012: $6,243,917Liabilities 2012: $3,589,556Net Assets 2012: $2,654,3612012Assets 2013: $8,293,539Liabilities 2013: $4,130,169Net Assets 2013: $4,163,3702013Assets 2014: $10,149,224Liabilities 2014: $5,479,271Net Assets 2014: $4,669,9532014Assets 2015: $13,246,623Liabilities 2015: $6,117,019Net Assets 2015: $7,129,6042015Assets 2016: $17,881,734Liabilities 2016: $8,230,139Net Assets 2016: $9,651,5952016Assets 2017: $18,890,873Liabilities 2017: $9,076,567Net Assets 2017: $9,814,3062017Assets 2018: $19,835,922Liabilities 2018: $9,682,880Net Assets 2018: $10,153,0422018Assets 2019: $20,235,906Liabilities 2019: $10,355,553Net Assets 2019: $9,880,3532019Assets 2020: $24,598,970Liabilities 2020: $13,918,400Net Assets 2020: $10,680,5702020Assets 2021: $29,895,171Liabilities 2021: $16,671,773Net Assets 2021: $13,223,3982021Assets 2022: $29,641,909Liabilities 2022: $14,054,871Net Assets 2022: $15,587,0382022Assets 2023: $36,654,620Liabilities 2023: $21,132,671Net Assets 2023: $15,521,9492023Assets 2024: $46,550,020Liabilities 2024: $28,947,501Net Assets 2024: $17,602,5192024

Highlighted filing

2014

Assets$10,149,224
Liabilities$5,479,271
Net Assets$4,669,953
Open 2014 Filing

Operations Trend

Revenue Growth60th percentile

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

$150M$100M$50M$0-$50MRevenue 2011: $28,571,247Expenses 2011: $28,174,282Net Income 2011: $396,9652011Revenue 2012: $29,756,322Expenses 2012: $30,105,721Net Income 2012: -$349,3992012Revenue 2013: $33,466,187Expenses 2013: $31,957,178Net Income 2013: $1,509,0092013Revenue 2014: $35,921,739Expenses 2014: $35,415,156Net Income 2014: $506,5832014Revenue 2015: $44,142,816Expenses 2015: $41,683,165Net Income 2015: $2,459,6512015Revenue 2016: $58,405,164Expenses 2016: $56,673,248Net Income 2016: $1,731,9162016Revenue 2017: $65,390,167Expenses 2017: $65,550,091Net Income 2017: -$159,9242017Revenue 2018: $70,140,415Expenses 2018: $70,082,964Net Income 2018: $57,4512018Revenue 2019: $74,715,430Expenses 2019: $75,234,146Net Income 2019: -$518,7162019Revenue 2020: $78,921,723Expenses 2020: $78,363,380Net Income 2020: $558,3432020Revenue 2021: $79,691,071Expenses 2021: $78,294,870Net Income 2021: $1,396,2012021Revenue 2022: $94,729,966Expenses 2022: $91,544,231Net Income 2022: $3,185,7352022Revenue 2023: $101,453,073Expenses 2023: $102,086,441Net Income 2023: -$633,3682023Revenue 2024: $121,950,045Expenses 2024: $120,375,135Net Income 2024: $1,574,9102024

Highlighted filing

2014

Revenue$35,921,739
Expenses$35,415,156
Net Income$506,583
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 15, 2014
Return Version
2013v4.0
Gross Receipts
$35,921,739
Mission and Program Overview

Mission

Mystic valley elder services is an organization that is set up to assist eligible older residents and adults living with disabilities with a range of services that will enhance their quality of life and allow them to live with dignity and respect

Mystic Valley is an Organization that is set up to assist eligible older residents and adults living with disabilities with a range of services that will enhance their quality of life and allow them to live with dignity and respect.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$4,251,270$6,502,967▲ $2,251,697
Investments Other Securities$913,940$1,592,461▲ $678,521
Cash and Non-Interest-Bearing Accounts$2,653,056$1,465,121▼ $1,187,935
Land, Buildings, and Equipment, Net$253,229$309,885▲ $56,656
Prepaid Expenses and Deferred Charges$200,539$252,285▲ $51,746
Total Assets$8,293,539$10,149,224▲ $1,855,685
Other Assets Total$21,505$26,505▲ $5,000
Liabilities
Accounts Payable and Accrued Expenses$4,034,245$5,388,815▲ $1,354,570
Deferred Revenue$95,924$90,456▼ $5,468
Total Liabilities$4,130,169$5,479,271▲ $1,349,102
Net Assets / Fund Balance
Unrestricted Net Assets$2,723,757$2,943,470▲ $219,713
Permanently Rstr Net Assets$1,439,613$1,726,483▲ $286,870
Total Net Assets Fund Balance$4,163,370$4,669,953▲ $506,583
Total Liabilities and Net Assets / Fund Balance$8,293,539$10,149,224▲ $1,855,685

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$262,511$549,378$811,889
Leasehold Improvements$47,374$162,057$209,431
Other Securities$1,592,461--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$1,439,613$150,154▲ $153,907-$1,726,483
2012$834,098$545,799▲ $80,434-$1,439,613
2011$713,767$138,665--$834,098
2010$529,737$202,289--$713,767
2009$398,395$146,231--$529,737
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANIEL O'LEARY--$154,095$28,108$182,203
Sean Hubacz--$129,424$29,870$159,294
Joanne Solazzo--$134,388$23,062$157,450
DANIEL O'LEARYExecutive DirectorFT$154,095-$154,095
Alex Jurkevich--$102,834$26,516$129,350
Sharon Ferraguto--$103,160$13,469$116,629

Board Members and Trustees

NameTitle
Carolyn E LightburnPresident
Judith a WhatleyVice President
Christine FalzaranoDirector
Cindy Chu Young PorterDirector
Dawn FolopoulosDirector
Dorothy Martin-longDirector
Dorothy TuckerDirector
George AhlinDirector
Janice DonatelliDirector
Jeanne L BenoitDirector
Joanne LambertDirector
Jon E NortonDirector
Joseph F LawlessDirector
Joseph VenoDirector
Karen RoseDirector
Mary PrenneyDirector
Mary SextonDirector
Neil OsborneDirector
Silvia BanosDirector
Virginia RuaneDirector
William B KeefeDirector
William JacksonDirector
Kathleen BeaulieuClerk
Generoso FerulloTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Combined PropertiesRent-$385,362
Revenue and Support

Revenue Composition

Contributions and Grants
$2,646,934
Program Service Revenue
$33,115,966
Investment Income
$158,839
Other Revenue
$0
All Other Contributions
$464,092
Change in Net Assets
$506,583
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$26,384,419
Salaries, Compensation, and Employee Benefits$9,030,737
Total Fundraising Expense$33,120
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$6,393,963$354,531$0$6,748,494
Other Employee Benefits$748,760$104,381$0$853,141
Current Officers, Directors, Trustees, and Key Employees$0$623,901$0$623,901
Payroll Taxes$525,217$77,243$0$602,460
Occupancy$338,228$107,261$0$445,489
All Other Expenses$273,871$54,775$32,145$360,791
Pension Plan Contributions$163,604$39,137$0$202,741
Travel$162,027$2,575$0$164,602
Depreciation Depletion$144,822$15,623$0$160,445
Information Technology$69,323$41,826$975$112,124
Office Expenses$49,966$18,322$0$68,288
Insurance$1,005$52,978$0$53,983
Other Expenses$23,170$17,517$0$40,687
Fees for Services Other$300$38,118$0$38,418
Fees for Services Accounting$0$25,507$0$25,507
Conferences and Meetings$7,933$7,913$0$15,846
Fees for Services Legal$0$10,277$0$10,277
Total Functional Expenses$33,781,288$1,600,748$33,120$35,415,156
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$143,352$143,352$10,500$132,852
Total Events$143,352$143,352$17,191$126,161
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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 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
No
Filing and Contact Details

Filer

EIN
04-2562646
Phone
7813247705

Signing Officer

Name
Mary Prenney
Title
Vice President
Phone
7813247705
Signed
2014-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Prenney
Formed
1975
Legal Domicile
Ma
Voting Board Members
31
Independent Board Members
31
Employees
229
Volunteers
450

Preparer

Preparer
Steven P Richer CPA
Phone
5088651778
Supplemental Narrative

Additional Explanations

Pt VI, Line 12C

“Each conflict of interest is to be disclosed to the board”

Pt VI, Line 12C

“of directors. For all decisions by the Board, if a conflict”

Pt VI, Line 12C

“arises, the individual is asked to recuse from participating in discussions”

Pt VI, Line 12C

“and decisions. If the individual refuses, they are subject to removal”

Pt VI, Line 12C

“from the Organization”

Pt VI, Line 15A

“The process for determining compensation includes all of”

Pt VI, Line 15A

“the following elements: review and approval by the Board of”

Pt VI, Line 15A

“Directors. Use of data to compare compensation levels of”

Pt VI, Line 15A

“comparable positions at similiar Organization, and”

Pt VI, Line 15A

“contemporaneous documentation with respect to decisions”

Pt VI, Line 15A

“regarding compensation.”

Pt VI, Line 15B

“The same procedure is followed as line 15a above”

Pt VI, Line 11B

“The form 990 draft is reviewed by the CEO and CFO and the”

Pt VI, Line 11B

“President or Treasurer of the Board of Directors. Once the draft”

Pt VI, Line 11B

“is reviewed and approved, the final copy is signed by the”

Pt VI, Line 11B

“designated personnel and then electronically filed to the IRS”

Form 990, Part III, Line 4D

“Expenses income 6529249. 0. 6650741. Money management $ 97,480 $ 96,458 2510911. 0. 2461563.”

Form 990, Part IX, Line 24F

“Non-reimbursable client expenses 87115. 85385. 1730. 0. Nutrition caterer expense 41827. 41827. 0. 0. Postage 42098. 36284. 5814. 0. Printing 23181. 1675. 21506. 0. Recognition 25875. 6194. 19681. 0. Recruitment 10470. 9777. 693. 0. Special event expenses 32245. 100. 0. 32145. Staff training 10077. 9504. 573. 0. Telephone 45579. 40801. 4778. 0. Temporary staffing 42324. 42324. 0. 0.”

Financial Statement Notes

Pt V Line 4

“Mystic Valley Elder Services, Inc. has created this fund to provide support, both to individuals and for services that are not eligible or fully supported by public resources”

Pt X Line 2

“Mystic Valley Elder Services has adopted FASB Interpretation No 48 Accounting for Uncertainty in Income Taxes. FIN 48 provides guidance for how uncertain tax positions should be recognized, measured, presented and disclosed in financial”

Pt X Line 2

“Statements. Fin 48 requires the evaluation of tax positions taken or expected to be taken by mystic valley elder services, inc. 's tax returns to determine whether the tax positions are "more- likely-than-not" of being sustained by the applicable tax authority. Tax positions not deemed to meet the more-likely-than-not threshold, along with accrued interest and penalties, would be recorded as an expense in the current year financials. Mystic valley has evaluated the tax positions taken in its pre”

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IRS990/Form990PartVIISectionAGrp/PersonNm5CHRISTINE FALZARANO
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IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Clerk
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IRS990/Form990PartVIISectionAGrp/TitleTxt14Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15Director
IRS990/Form990PartVIISectionAGrp/TitleTxt16Director
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IRS990/Form990PartVIISectionAGrp/TitleTxt19Director
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IRS990/MembersOrStockholdersInd0false
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IRS990/MinutesOfCommitteesInd0true
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IRS990/OperateHospitalInd0false
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IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0748760
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0853141
IRS990/OtherExpensesGrp/Desc0Subcontracted Direct Care
IRS990/OtherExpensesGrp/Desc1Bank fees
IRS990/OtherExpensesGrp/Desc2Community outreach
IRS990/OtherExpensesGrp/Desc3Dues & Sunscriptions
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23685
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IRS990/OtherExpensesGrp/ProgramServicesAmt135
IRS990/OtherExpensesGrp/ProgramServicesAmt2425
IRS990/OtherExpensesGrp/ProgramServicesAmt323170
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IRS990/OtherExpensesGrp/TotalAmt15213
IRS990/OtherExpensesGrp/TotalAmt24110
IRS990/OtherExpensesGrp/TotalAmt340687
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IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt06393963
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IRS990/OwnWebsiteInd0X
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IRS990/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990/ProgSrvcAccomActy3Grp/Desc0TITLE III PROGRAMS - TO PROVIDE NUTRITION AND SOCIAL SERVICES TO ELIGIBLE ELDERS THROUGH FEDERAL FUNDING
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IRS990/ProgSrvcAccomActy3Grp/RevenueAmt02108711
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IRS990/ProgSrvcAccomActyOtherGrp/Desc1Money Management $ 97,480 $ 96,458 Geriatric Mental Health 117,928 84,520 Geriatric Mental Health 117,928 84,520 Geriatric Mental Health 117,928 84,520 Geriatric Mental Health 117,928 84,520 Geriatric Mental Health 117,928 84,520 Geriatric Mental Health 117,928 84,520
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IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt12510911
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt06650741
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IRS990/PYTotalRevenueAmt033466187
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IRS990/ReconcilationRevenueExpnssAmt0506583
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Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,149,224
Liabilities
$5,479,271
Net assets
$4,669,953
Revenue
$35,921,739
Expenses
$35,415,156
Net income
$506,583
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$46.6$28.9$17.6$122$120$1.57
2023Detailed filing. Detailed filing data is available for this year.$36.7$21.1$15.5$101$102$0.63
2022Detailed filing. Detailed filing data is available for this year.$29.6$14.1$15.6$94.7$91.5$3.19
2021Detailed filing. Detailed filing data is available for this year.$29.9$16.7$13.2$79.7$78.3$1.40
2020Detailed filing. Detailed filing data is available for this year.$24.6$13.9$10.7$78.9$78.4$0.56
2019Detailed filing. Detailed filing data is available for this year.$20.2$10.4$9.88$74.7$75.2$0.52
2018Detailed filing. Detailed filing data is available for this year.$19.8$9.68$10.2$70.1$70.1$0.06
2017Detailed filing. Detailed filing data is available for this year.$18.9$9.08$9.81$65.4$65.6$0.16
2016Detailed filing. Detailed filing data is available for this year.$17.9$8.23$9.65$58.4$56.7$1.73
2015Detailed filing. Detailed filing data is available for this year.$13.2$6.12$7.13$44.1$41.7$2.46
2014Detailed filing. Detailed filing data is available for this year.$10.1$5.48$4.67$35.9$35.4$0.51
2013Summary only. Only limited summary data is available for this year.$8.29$4.13$4.16$33.5$32.0$1.51
2012Summary only. Only limited summary data is available for this year.$6.24$3.59$2.65$29.8$30.1$0.35
2011Summary only. Only limited summary data is available for this year.$6.60$3.60$3.00$28.6$28.2$0.40