Civic Intelligence

Highland Valley Elder Services Inc

EIN 04-2563340 • 501(c)3 • Florence, MA

Profile

Highland valley elder services helps elders live at home safely and independently for as long as possible by providing assistance and access to a comprehensive range of services. Through a comprehensive assessment, case managers determine which services are needed, develop individualized service plans, arrange for the services and monitor them to ensure clients receive the care they need.

320 Riverside Dr Ste BFlorence, MA 01062-2707

www.highlandvalley.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

76th percentile

0.50x

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

501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

47th percentile

0.20x

Higher debt load relative to revenue than 47% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

55th percentile

6.5%

Higher net margin than 55% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

70th percentile

12%

Faster asset growth than 70% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

66th percentile

16%

Faster revenue growth than 66% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Assets

Up

$8,528,635

Up $926,920 (+12%) from 2024

Liabilities

Up

$4,255,787

Up $767,708 (+22%) from 2024

Net Assets

Up

$4,272,848

Up $159,212 (+3.9%) from 2024

Revenue

Up

$21,171,108

Up $2,873,348 (+16%) from 2024

Expenses

Up

$19,794,140

Up $2,536,383 (+15%) from 2024

Net Income

Up

$1,376,968

Up $336,965 (+32%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2010: $2,449,738Liabilities 2010: $1,419,929Net Assets 2010: $1,029,8092010Assets 2011: $2,478,101Liabilities 2011: $1,468,932Net Assets 2011: $1,009,1692011Assets 2012: $2,093,741Liabilities 2012: $1,233,608Net Assets 2012: $860,1332012Assets 2013: $1,787,755Liabilities 2013: $1,219,631Net Assets 2013: $568,1242013Assets 2014: $2,067,144Liabilities 2014: $691,717Net Assets 2014: $1,375,4272014Assets 2015: $2,284,330Liabilities 2015: $798,180Net Assets 2015: $1,486,1502015Assets 2016: $2,742,756Liabilities 2016: $1,070,431Net Assets 2016: $1,672,3252016Assets 2017: $2,623,893Liabilities 2017: $817,574Net Assets 2017: $1,806,3192017Assets 2018: $2,688,003Liabilities 2018: $796,191Net Assets 2018: $1,891,8122018Assets 2019: $3,002,017Liabilities 2019: $1,122,449Net Assets 2019: $1,879,5682019Assets 2020: $3,140,432Liabilities 2020: $1,196,377Net Assets 2020: $1,944,0552020Assets 2021: $4,447,411Liabilities 2021: $1,852,231Net Assets 2021: $2,595,1802021Assets 2022: $4,698,909Liabilities 2022: $1,511,023Net Assets 2022: $3,187,8862022Assets 2023: $6,428,582Liabilities 2023: $3,366,631Net Assets 2023: $3,061,9512023Assets 2024: $7,601,715Liabilities 2024: $3,488,079Net Assets 2024: $4,113,6362024Assets 2025: $8,528,635Liabilities 2025: $4,255,787Net Assets 2025: $4,272,8482025

Highlighted filing

2025

Assets$8,528,635
Liabilities$4,255,787
Net Assets$4,272,848

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30M$20M$10M$0-$10MExpenses 2010: $7,766,5622010Revenue 2011: $7,264,692Expenses 2011: $7,306,224Net Income 2011: -$41,5322011Expenses 2012: $6,883,4282012Revenue 2013: $6,183,509Expenses 2013: $6,486,680Net Income 2013: -$303,1712013Revenue 2014: $6,193,772Expenses 2014: $6,058,693Net Income 2014: $135,0792014Revenue 2015: $7,132,511Expenses 2015: $7,021,604Net Income 2015: $110,9072015Revenue 2016: $7,649,214Expenses 2016: $7,436,402Net Income 2016: $212,8122016Revenue 2017: $8,346,962Expenses 2017: $8,309,323Net Income 2017: $37,6392017Revenue 2018: $8,844,550Expenses 2018: $8,733,976Net Income 2018: $110,5742018Revenue 2019: $9,704,754Expenses 2019: $9,641,978Net Income 2019: $62,7762019Revenue 2020: $10,219,656Expenses 2020: $10,147,518Net Income 2020: $72,1382020Revenue 2021: $12,004,951Expenses 2021: $11,369,709Net Income 2021: $635,2422021Revenue 2022: $12,881,441Expenses 2022: $12,147,189Net Income 2022: $734,2522022Revenue 2023: $14,976,121Expenses 2023: $14,114,235Net Income 2023: $861,8862023Revenue 2024: $18,297,760Expenses 2024: $17,257,757Net Income 2024: $1,040,0032024Revenue 2025: $21,171,108Expenses 2025: $19,794,140Net Income 2025: $1,376,9682025

Highlighted filing

2025

Revenue$21,171,108
Expenses$19,794,140
Net Income$1,376,968

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.53$4.26$4.27$21.2$19.8$1.38
2024Detailed filing. Detailed filing data is available for this year.$7.60$3.49$4.11$18.3$17.3$1.04
2023Detailed filing. Detailed filing data is available for this year.$6.43$3.37$3.06$15.0$14.1$0.86
2022Detailed filing. Detailed filing data is available for this year.$4.70$1.51$3.19$12.9$12.1$0.73
2021Detailed filing. Detailed filing data is available for this year.$4.45$1.85$2.60$12.0$11.4$0.64
2020Detailed filing. Detailed filing data is available for this year.$3.14$1.20$1.94$10.2$10.1$0.07
2019Detailed filing. Detailed filing data is available for this year.$3.00$1.12$1.88$9.70$9.64$0.06
2018Detailed filing. Detailed filing data is available for this year.$2.69$0.80$1.89$8.84$8.73$0.11
2017Detailed filing. Detailed filing data is available for this year.$2.62$0.82$1.81$8.35$8.31$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.74$1.07$1.67$7.65$7.44$0.21
2015Detailed filing. Detailed filing data is available for this year.$2.28$0.80$1.49$7.13$7.02$0.11
2014Detailed filing. Detailed filing data is available for this year.$2.07$0.69$1.38$6.19$6.06$0.14
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.79$1.22$0.57$6.18$6.49$0.30
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.09$1.23$0.86$6.88
2011Summary only. Only limited summary data is available for this year.$2.48$1.47$1.01$7.26$7.31$0.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.45$1.42$1.03$7.77
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Nov 4, 2025
Return Version
2024v5.2
Gross Receipts
$21,473,322
Mission and Program Overview

Mission

Highland valley elder services helps elders live at home safely and independently for as long as possible by providing assistance and access to a comprehensive range of services. Through a comprehensive assessment, case managers determine which services are needed, develop individualized service plans, arrange for the services and monitor them to ensure clients receive the care they need.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$5,371,338$4,972,140▼ $399,198
Savings and Temporary Cash Investments$12,242$1,131,178▲ $1,118,936
Investments in Publicly Traded Securities$964,748$1,045,814▲ $81,066
Cash and Non-Interest-Bearing Accounts$83,508$315,507▲ $231,999
Land, Buildings, and Equipment, Net$192,431$217,673▲ $25,242
Prepaid Expenses and Deferred Charges$25,833$33,395▲ $7,562
Total Assets$7,601,715$8,528,635▲ $926,920
Other Assets Total$951,615$812,928▼ $138,687
Liabilities
Accounts Payable and Accrued Expenses$2,258,983$3,353,840▲ $1,094,857
Other Liabilities$938,150$800,148▼ $138,002
Mortgage Notes Payable Secured by Investment Property$265,000--
Deferred Revenue$25,946$101,799▲ $75,853
Total Liabilities$3,488,079$4,255,787▲ $767,708
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,113,636$4,272,848▲ $159,212
Total Net Assets Fund Balance$4,113,636$4,272,848▲ $159,212
Total Liabilities and Net Assets / Fund Balance$7,601,715$8,528,635▲ $926,920

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$168,998$457,571$626,569
Leasehold Improvements$48,675$84,789$133,464
Other Assets Org$806,291--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Allan OuimetExecutive DirectorFT$159,859$29,433$189,292
Jacqueline LamarcheChief Financial OfficerFT$125,135$18,895$144,030

Board Members and Trustees

NameTitle
Estelle StaszPresident
Patrick BroughVice President
Dana LitturiDirector
Polly RyanDirector
Robert DionneDirector
Kathryn ServiceSecretary
Nilda CohenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$19,582,409
Program Service Revenue
$1,520,948
Investment Income
$67,751
Other Revenue
$0
All Other Contributions
$142,482
Change in Net Assets
$1,376,968

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$77,842Fair Market Value (FMV)
Total Noncash Contributions1$77,842-

Audited Revenue Reconciliation

Revenue per Audited Statements
$21,165,163
Revenue Not Reported on Financial Statements
$5,945
Revenue Not Reported on Form 990
$19,260
Total Revenue per Audited Statements
$21,184,423
Total Revenue per Form 990
$21,171,108
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$13,023,363
Salaries, Compensation, and Employee Benefits$6,770,777
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,140,873$891,073-$5,031,946
Other Employee Benefits$921,025$183,066-$1,104,091
Payroll Taxes$345,965$88,793-$434,758
Occupancy$228,798$62,153-$290,951
Current Officers, Directors, Trustees, and Key Employees-$199,982-$199,982
Travel$192,703$1,443-$194,146
Office Expenses$79,054$80,806-$159,860
All Other Expenses$94,294$31,485-$125,779
Fees for Services Other$66,749$16,042-$82,791
Information Technology$21,127$43,328-$64,455
Depreciation Depletion$44,272$20,083-$64,355
Insurance$1,455$43,022-$44,477
Other Expenses$42,282--$42,282
Fees for Services Accounting-$30,500-$30,500
Advertising$9,529$10,825-$20,354
Conferences and Meetings$10,025$489-$10,514
Fees for Service Investment Mgmnt Fees-$5,945-$5,945
Total Functional Expenses$18,085,105$1,709,035$0$19,794,140

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$19,794,140
Expenses per Audited Statements$19,788,195
Total Expenses per Audited Statements$19,788,195
Expenses Not Reported on Financial Statements$5,945
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
Operating Lease Liabilities$800,148
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
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

A copy of form 990 is submitted to and reviewed by the full board of directors prior to filing. The chief financial officer also reviews form 990 before signing.

Form 990, Part VI, Section B, Line 12C

Members of the board of directors and employees are required to report potential conflicts of interest annually.

Form 990, Part VI, Section B, Line 15

Personnel committee of the board of directors reviews and approves compensation for the executive director.

Form 990, Part VI, Section C, Line 19

The governing documents, conflict of interest policy and financial statements are available upon request.

Filing and Contact Details

Filer

Filer Name
Highland Valley Elder Services Inc
EIN
04-2563340
Phone
4135862000
Address
320 RIVERSIDE DR STE B, FLORENCE, MA 01062-2707

Signing Officer

Name
Jacqueline Lamarche
Title
Chief Financial Officer
Phone
4135862000
Signed
2025-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jacqueline Lamarche
Formed
1975
Legal Domicile
Ma
Voting Board Members
7
Independent Board Members
7
Employees
171
Volunteers
100

Preparer

Firm
Adelson & Company Pc
Address
100 NORTH STREET, PITTSFIELD, MA 01201
Preparer
David M Irwin CPA
Phone
4134436408
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Age approved use of restricted surplus -369,574. Age required payment to technology trust fund -200,000. Age required payment to asap network -667,442.

Financial Statement Notes

PART X, LINE 2:

Management has evaluated significant tax positions against the criteria established by professional standards and believes there are no such tax positions requiring accounting recognition.

Raw XML AppendixShowing 400 of 513 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt02258983
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt03353840
IRS990/AccountsReceivableGrp/BOYAmt05371338
IRS990/AccountsReceivableGrp/EOYAmt04972140
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0HIGHLAND VALLEY ELDER SERVICES HELPS ELDERS LIVE AT HOME SAFELY AND INDEPENDENTLY FOR AS LONG AS POSSIBLE BY PROVIDING ASSISTANCE AND ACCESS TO A COMPREHENSIVE RANGE OF SERVICES. THROUGH A COMPREHENSIVE ASSESSMENT, CASE MANAGERS DETERMINE WHICH SERVICES ARE NEEDED, DEVELOP INDIVIDUALIZED SERVICE PLANS, ARRANGE FOR THE SERVICES AND MONITOR THEM TO ENSURE CLIENTS RECEIVE THE CARE THEY NEED.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt010825
IRS990/AdvertisingGrp/ProgramServicesAmt09529
IRS990/AdvertisingGrp/TotalAmt020354
IRS990/AllOtherContributionsAmt0142482
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt031485
IRS990/AllOtherExpensesGrp/ProgramServicesAmt094294
IRS990/AllOtherExpensesGrp/TotalAmt0125779
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum04135862000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0320 RIVERSIDE DR STE B
IRS990/BooksInCareOfDetail/USAddress/CityNm0FLORENCE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0010622707
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt083508
IRS990/CashNonInterestBearingGrp/EOYAmt0315507
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0199982
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0199982
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0489
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt010025
IRS990/ConferencesMeetingsGrp/TotalAmt010514
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt019582409
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt067751
IRS990/CYOtherExpensesAmt013023363
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt01520948
IRS990/CYRevenuesLessExpensesAmt01376968
IRS990/CYSalariesCompEmpBnftPaidAmt06770777
IRS990/CYTotalExpensesAmt019794140
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt021171108
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DeferredRevenueGrp/BOYAmt025946
IRS990/DeferredRevenueGrp/EOYAmt0101799
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt020083
IRS990/DepreciationDepletionGrp/ProgramServicesAmt044272
IRS990/DepreciationDepletionGrp/TotalAmt064355
IRS990/Desc0NUTRITIONHIGHLAND VALLEY ELDER SERVICES DELIVERS NUTRITIOUS MEALS AND DOES A WELLNESS CHECK FIVE DAYS A WEEK TO ELIGIBLE ELDERS AGE 60 AND OVER. MEALS ARE ALSO SERVED IN LOCAL DINING CENTERS THAT OFFER ELDERS AN OPPORTUNITY TO SHARE A DAILY MEAL AND CONVERSATION.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt0171
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt02449927
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditPerformedInd01
IRS990/FederalGrantAuditRequiredInd01
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt030500
IRS990/FeesForServicesAccountingGrp/TotalAmt030500
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt016042
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt066749
IRS990/FeesForServicesOtherGrp/TotalAmt082791
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt05945
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt05945
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt23.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt737.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt837.50
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt729433
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt818895
IRS990/Form990PartVIISectionAGrp/PersonNm0ESTELLE STASZ
IRS990/Form990PartVIISectionAGrp/PersonNm1PATRICK BROUGH
IRS990/Form990PartVIISectionAGrp/PersonNm2NILDA COHEN
IRS990/Form990PartVIISectionAGrp/PersonNm3KATHRYN SERVICE
IRS990/Form990PartVIISectionAGrp/PersonNm4DANA LITTURI
IRS990/Form990PartVIISectionAGrp/PersonNm5POLLY RYAN
IRS990/Form990PartVIISectionAGrp/PersonNm6ROBERT DIONNE
IRS990/Form990PartVIISectionAGrp/PersonNm7ALLAN OUIMET
IRS990/Form990PartVIISectionAGrp/PersonNm8JACQUELINE LAMARCHE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7159859
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8125135
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/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8CHIEF FINANCIAL OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01975
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt032033
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GovernmentGrantsAmt019439927
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0334247
IRS990/GrossReceiptsAmt021473322
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt043328
IRS990/InformationTechnologyGrp/ProgramServicesAmt021127
IRS990/InformationTechnologyGrp/TotalAmt064455
IRS990/InsuranceGrp/ManagementAndGeneralAmt043022
IRS990/InsuranceGrp/ProgramServicesAmt01455
IRS990/InsuranceGrp/TotalAmt044477
IRS990/InvestmentIncomeGrp/ExclusionAmt035718
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt035718
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0964748
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01045814
IRS990/IRPDocumentCnt018
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0542360
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0192431
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0217673
IRS990/LandBldgEquipCostOrOtherBssAmt0760033
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0302214
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0HIGHLAND VALLEY ELDER SERVICES HELPS ELDERS LIVE AT HOME SAFELY AND INDEPENDENTLY FOR AS LONG AS POSSIBLE BY PROVIDING ASSISTANCE AND ACCESS TO A COMPREHENSIVE RANGE OF SERVICES. THROUGH A COMPREHENSIVE ASSESSMENT, CASE MANAGERS DETERMINE WHICH SERVICES ARE NEEDED, DEVELOP INDIVIDUALIZED SERVICE PLANS, ARRANGE FOR THE SERVICES AND MONITOR THEM TO ENSURE CLIENTS RECEIVE THE CARE THEY NEED.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt0265000
IRS990/NetAssetsOrFundBalancesBOYAmt04113636
IRS990/NetAssetsOrFundBalancesEOYAmt04272848
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt032033
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt032033
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt019260
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04113636
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04272848
IRS990/NoncashContributionsAmt077842
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt062153
IRS990/OccupancyGrp/ProgramServicesAmt0228798
IRS990/OccupancyGrp/TotalAmt0290951
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt080806
IRS990/OfficeExpensesGrp/ProgramServicesAmt079054
IRS990/OfficeExpensesGrp/TotalAmt0159860
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0951615
IRS990/OtherAssetsTotalGrp/EOYAmt0812928
IRS990/OtherChangesInNetAssetsAmt0-1237016
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0183066
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0921025
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01104091
IRS990/OtherExpensesGrp/Desc0SUBCONTRACTED DIRECT CA
IRS990/OtherExpensesGrp/Desc1MEALS
IRS990/OtherExpensesGrp/Desc2CAREGIVER REIMBURSEMENT
IRS990/OtherExpensesGrp/Desc3PROGRAM SUPPLIES AND MA
IRS990/OtherExpensesGrp/ProgramServicesAmt011337579
IRS990/OtherExpensesGrp/ProgramServicesAmt1487311
IRS990/OtherExpensesGrp/ProgramServicesAmt262064
IRS990/OtherExpensesGrp/ProgramServicesAmt342282
IRS990/OtherExpensesGrp/TotalAmt011337579
IRS990/OtherExpensesGrp/TotalAmt1487311
IRS990/OtherExpensesGrp/TotalAmt262064
IRS990/OtherExpensesGrp/TotalAmt342282
IRS990/OtherLiabilitiesGrp/BOYAmt0938150
IRS990/OtherLiabilitiesGrp/EOYAmt0800148
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0891073
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04140873
IRS990/OtherSalariesAndWagesGrp/TotalAmt05031946
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt088793
IRS990/PayrollTaxesGrp/ProgramServicesAmt0345965
IRS990/PayrollTaxesGrp/TotalAmt0434758
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt025833
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt033395
IRS990/PrincipalOfficerNm0JACQUELINE LAMARCHE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0OTHER GRANTS AND CONTRACTS
IRS990/ProgramServiceRevenueGrp/Desc1PROGRAM INCOME - CLIENT CO-PAYS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01188752
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1322433
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01188752
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1322433
IRS990/ProgSrvcAccomActy2Grp/Desc0HOME CARE PROGRAMFROM BASIC HOMEMAKING AND PERSONAL CARE ASSISTANCE TO HEALTHCARE PLANNING, HIGHLAND VALLEY ELDER SERVICES STAFF COORDINATES A WIDE VARIETY OF SERVICES THAT ENABLE ELDERS TO STAY SAFELY IN THEIR HOMES. CARE ADVISORS AND NURSES CONDUCT REGULAR HOME VISITS TO MONITOR PROGRESS AND ADVOCATE FOR ELDERS WHO NEED ADDITIONAL SERVICES, INCLUDING ADULT DAY PROGRAMS, PERSONAL EMERGENCY RESPONSE SERVICES, HOME DELIVERED MEALS, AND MANY OTHER SERVICES.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt04890911
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0322433
IRS990/ProgSrvcAccomActy3Grp/Desc0COMMUNITY CHOICES PROGRAM ASSIST ELDERS TO SECURE AND MAINTAIN INDEPENDENCE IN THEIR HOME ENVIRONMENT. CASE MANAGERS COMPLETE AN ASESSMENT TO DETERMINE ELIGIBILITY, DEVELOP A SERVICE PLAN, ARRANGE FOR SERVICES FROM ONE OF MANY VENDORS WITH WHICH THE ORGANIZATION CONTRACTS, AND MONITOR SERVICES ON A SCHEDULED AS-NEEDED BASIS. SERVICES INCLUDE ADULT DAY HEALTH, HOME HEALTH AIDE, HOMEMAKER, PERSONAL CARE, HOME DELIVERED MEALS, PERSONAL CARE, AND MANY OTHERS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt07084049
IRS990/ProgSrvcAccomActyOtherGrp/Desc0TITLE III SUPPORT SERVICES, OMBUDSMAN, CLINICAL ASSESSMENT & ELIGIBILITY, PROTECTIVE SERVICES, LONG-TERM CARE AND ADRC OPTIONS, MONEY MANAGEMENT PROGRAM, ENHANCED COMMUNITY OPTIONS PROGRAM, SUPPORTIVE HOUSING, TITLE III E
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt03660218
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt01087745
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt016762859
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt082824
IRS990/PYOtherExpensesAmt011301208
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01452077
IRS990/PYRevenuesLessExpensesAmt01040003
IRS990/PYSalariesCompEmpBnftPaidAmt05956549
IRS990/PYTotalExpensesAmt017257757
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt018297760
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01376968
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0110770
IRS990/SavingsAndTempCashInvstGrp/BOYAmt012242
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01131178
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt019471639
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt016655675
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt013410913
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt011582937
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt011087294
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt072208458
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt035718
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt087742
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt053072
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0-112453
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0156788
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0220867
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt06491591
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99700
IRS990ScheduleA/PublicSupportPY170Pct00.99680
IRS990ScheduleA/PublicSupportTotal170Amt072208458
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt019471639
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt016655675
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt013410913
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt011582937
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt011087294
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt072208458
IRS990ScheduleA/TotalSupportAmt072429325
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt0168998
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0457571
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0626569
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt05945
IRS990ScheduleD/ExpensesSubtotalAmt019788195
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt05945
IRS990ScheduleD/InvestmentExpensesNotIncldAmt05945
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt048675
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt084789
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0133464
IRS990ScheduleD/NetUnrealizedGainsInvstAmt019260
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt06637
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1806291
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0INVESTMENT IN MASU
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1RIGHT-OF-USE OPERATING LEASE ASSET
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0800148
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OPERATING LEASE LIABILITIES
IRS990ScheduleD/RevenueNotReportedAmt019260
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt05945
IRS990ScheduleD/RevenueSubtotalAmt021165163
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT HAS EVALUATED SIGNIFICANT TAX POSITIONS AGAINST THE CRITERIA ESTABLISHED BY PROFESSIONAL STANDARDS AND BELIEVES THERE ARE NO SUCH TAX POSITIONS REQUIRING ACCOUNTING RECOGNITION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0217673
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0812928
IRS990ScheduleD/TotalExpensesPerForm990Amt019794140
IRS990ScheduleD/TotalLiabilityAmt0800148
IRS990ScheduleD/TotalRevenuePerForm990Amt021171108
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt021184423
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt019788195
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/CompensationCommitteeInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/Form990OfOtherOrganizationsInd0X
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0159859
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt029433
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0ALLAN OUIMET

Document Assets

No mirrored PDF or thumbnail assets are attached yet.