Civic Intelligence

Highland-Valley Elder Services Inc.

990 • Fiscal year 2013 • EIN 04-2563340

Jul 01, 2012 to Jun 30, 2013 • Filed on May 15, 2014

320 Riverside DriveFlorence, MA 01062
Siviq Scores

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

Liabilities / Assets

82nd percentile

0.68x

Higher debt load relative to assets than 82% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

51st percentile

0.20x

Higher debt load relative to revenue than 51% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Net Margin

25th percentile

-4.9%

Higher net margin than 25% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

6th percentile

-15%

Faster asset growth than 6% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

21st percentile

-7.7%

Faster revenue growth than 21% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2011 to 2013

Assets

Down

$1,787,755

Down $305,986 (-15%) from 2012

Net Assets

Down

$568,124

Down $292,009 (-34%) from 2012

Liabilities

Down

$1,219,631

Down $13,977 (-1.1%) from 2012

Revenue

$6,183,509

No earlier filing loaded for comparison.

Expenses

Down

$6,486,680

Down $396,748 (-5.8%) from 2012

Net Income

-$303,171

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$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

2013

Assets$1,787,755
Liabilities$1,219,631
Net Assets$568,124

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2013

Revenue$6,183,509
Expenses$6,486,680
Net Income-$303,171
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
May 15, 2014
Return Version
2012v2.3
Gross Receipts
$6,282,041
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.

Major Activities

Activity 2
State home care/protective services/choices to provide home based care to elders
Activity 3
Title iii a,b,d,e and ombudsman - to administer title iii and to coordinate an elderly network and deliver related services
Filing and Contact Details

Filer

EIN
04-2563340
Raw XML AppendixShowing 400 of 549 raw XML fields

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IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome0141627
IRS990/ProgramServiceRevenue/TotalRevenueColumn0141627
IRS990/ProhibitedTaxShelterTrans0false
IRS990/ReconcilationRevenueExpenses0-303171
IRS990/ReconciliationUnrealizedInvest011162
IRS990/RegularMonitoringEnforcement0false
IRS990/RelatedEntity0false
IRS990/RelatedOrgControlledEntity0false
IRS990/ReportFin48Footnote0true
IRS990/ReportInvestOthSecurities0false
IRS990/ReportLandBldgEquip0true
IRS990/ReportOtherAssets0false
IRS990/ReportOtherLiabilities0true
IRS990/ReportProgRelInvest0false
IRS990/RevenuesLessExpensesCY0-303171
IRS990/RevenuesLessExpensesPriorYear0-267948
IRS990/SalariesEtcCurrentYear02352770
IRS990/SalariesEtcPriorYear02478535
IRS990/SavingsAndTempCashInvestments/BOY0422954
IRS990/SavingsAndTempCashInvestments/EOY059059
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear06014976
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year06339948
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years06256670
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years06285738
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years06478511
IRS990ScheduleA/GiftsGrantsContribReceived170/Total031375843
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYear015863
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus1Year026616
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus2Years019090
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years013443
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus4Years022883
IRS990ScheduleA/GrossInvestmentIncome170/Total097895
IRS990ScheduleA/GrossReceiptsFromAdmissionsEtc0141627
IRS990ScheduleA/PubliclySupportedOrg170b1Avi0X
IRS990ScheduleA/PublicSupportPertcentage17000.99690
IRS990ScheduleA/PublicSupportPertcentPriorYear00.99670
IRS990ScheduleA/PublicSupportTotal170031769811
IRS990ScheduleA/ThirtyThreePercntTestsCY1700X
IRS990ScheduleA/Total170/CurrentTaxYear06093130
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year06403517
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years06324151
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years06373799
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years06575214

Document Assets

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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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • $5M-$10M nonprofits