Civic Intelligence

Highland-Valley Elder Services Inc.

990 • Fiscal year 2015 • EIN 04-2563340

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 12, 2015

Organization ProfileWWW.HIGHLANDVALLEY.ORG

View Organization Page

320 Riverside DriveFlorence, MA 01062

(413) 586-2000

Siviq Scores

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

Liabilities / Assets

65th percentile

0.35x

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

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

38th percentile

0.11x

Higher debt load relative to revenue than 38% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

45th percentile

1.6%

Higher net margin than 45% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

76th percentile

11%

Faster asset growth than 76% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

73rd percentile

15%

Faster revenue growth than 73% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$2,284,330

Up $217,186 (+11%) from 2014

Net Assets

Up

$1,486,150

Up $110,723 (+8.1%) from 2014

Liabilities

Up

$798,180

Up $106,463 (+15%) from 2014

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin45th percentile

Revenue

Up

$7,132,511

Up $938,739 (+15%) from 2014

Expenses

Up

$7,021,604

Up $962,911 (+16%) from 2014

Net Income

Down

$110,907

Down $24,172 (-18%) from 2014

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: $2,449,738Liabilities 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

2015

Assets$2,284,330
Liabilities$798,180
Net Assets$1,486,150
Open 2015 Filing

Operations Trend

Revenue Growth73rd percentile

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

2015

Revenue$7,132,511
Expenses$7,021,604
Net Income$110,907
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 12, 2015
Return Version
2014v5.0
Gross Receipts
$7,159,554
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.

Highland valley serves older adults and their families through collaboration, education, advocacy, and a range of programs designed to support them where they live.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$996,397$1,071,636▲ $75,239
Investments in Publicly Traded Securities$476,834$487,151▲ $10,317
Savings and Temporary Cash Investments$259,535$486,391▲ $226,856
Land, Buildings, and Equipment, Net$25,015$108,546▲ $83,531
Cash and Non-Interest-Bearing Accounts$239,764$64,090▼ $175,674
Accounts Receivable$59,657$45,795▼ $13,862
Prepaid Expenses and Deferred Charges$9,942$20,721▲ $10,779
Total Assets$2,067,144$2,284,330▲ $217,186
Liabilities
Accounts Payable and Accrued Expenses$679,252$781,257▲ $102,005
Deferred Revenue$12,465$16,923▲ $4,458
Total Liabilities$691,717$798,180▲ $106,463
Net Assets / Fund Balance
Unrestricted Net Assets$1,375,427$1,486,150▲ $110,723
Total Net Assets Fund Balance$1,375,427$1,486,150▲ $110,723
Total Liabilities and Net Assets / Fund Balance$2,067,144$2,284,330▲ $217,186

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$101,357$182,989$284,346
Leasehold Improvements$7,189$10,804$17,993
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
William TatroPresident
Ann KohnDirector
Anne Marie KnoxDirector
Carolyn UrekewDirector
Cynthia MayDirector
Elizabeth FaulknerDirector
James LiptakDirector
Jean ArmitageDirector
Joan HartDirector
Kathy WinklerDirector
Larry WestDirector
Lydia OmastaDirector
Marie FiatDirector
Marion KrausDirector
Mary Jane ConnollyDirector
Mary Jane LausDirector
Shawn RobinsonDirector
Tom HumphreyDirector
Tom McfarlandDirector
Estelle StaszSecretary
John WrightTreasurer
Nilda CohenVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$6,973,586
Program Service Revenue
$127,939
Investment Income
$17,036
Other Revenue
$13,950
All Other Contributions
$541,491
Change in Net Assets
$110,907

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
Food Inventory2$78,105Actual Cost
Total Noncash Contributions2$78,105-

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,126,926
Revenue Not Reported on Financial Statements
$5,585
Revenue Not Reported on Form 990
$-184
Other Revenue Adjustments
$5,585
Total Revenue per Audited Statements
$7,126,742
Total Revenue per Form 990
$7,132,511
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,857,632
Salaries, Compensation, and Employee Benefits$2,163,972
Total Fundraising Expense$11,289
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,298,204$236,818-$1,535,022
Other Employee Benefits$183,385$37,819-$221,204
Occupancy$170,188$14,529-$184,717
Current Officers, Directors, Trustees, and Key Employees-$172,786-$172,786
Payroll Taxes$109,854$41,109-$150,963
Pension Plan Contributions$61,499$22,498-$83,997
All Other Expenses$69,552$1,988$8,686$80,226
Other Expenses$70,356$167,976-$70,356
Travel$62,458$3,672-$66,130
Insurance-$37,595-$37,595
Depreciation Depletion$30,529--$30,529
Fees for Services Accounting-$30,200-$30,200
Office Expenses$24,423$3,595$911$28,929
Advertising$4,691-$1,608$6,299
Conferences and Meetings$3,270$2,896-$6,166
Fees for Service Investment Mgmnt Fees$5,585--$5,585
Fees for Services Legal-$1,513-$1,513
Fees for Services Other$165-$84$249
Total Functional Expenses$6,235,321$774,994$11,289$7,021,604

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$7,021,604
Expenses per Audited Statements$7,016,019
Total Expenses per Audited Statements$7,016,019
Expenses Not Reported on Financial Statements$5,585
Other Expense Adjustments$5,585
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$13,950
Professional Fundraising Fees$0
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

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The board of directors will review the return at their next meeting prior to filing the tax return with the appropriate taxing authorities.”

Form 990, Page 6, Part VI, Line 15A

“Personnel committee of board of directors reviews and approves key employee salaries”

Form 990, Page 6, Part VI, Line 15B

“Personnel committee of board of directors reviews and approves key employee salaries”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST.”

Filing and Contact Details

Filer

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

Signing Officer

Name
Jacqueline Lamarche
Title
CFO
Phone
4135862000
Signed
2015-11-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jacqueline Lamarche
Formed
1975
Legal Domicile
Ma
Voting Board Members
22
Independent Board Members
22
Employees
112
Volunteers
91

Preparer

Firm
Burkhart Pizzanelli Pc
Address
201 PARK AVE SUITE 2, WEST SPRINGFIELD, MA 01089-1597
Preparer
Julie Quink
Phone
4137349040
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Investment fees netted with income on financial statement -5,585 investment fees netted with income on financial statement 5,585”

Financial Statement Notes

Schedule D, Page 3, Part X

“Highland valley elder services, inc. Is a not-for-profit corporation organized under massachusetts general laws, chapter 180. The organization is classified as a 501(c)(3) organization under the internal revenue code in addition, the organization qualifies for the charitable contribution deduction under section 170(b)(1)(a) and has been classified as an organization that is not a private foundation under section 509(a)(2). As such, the organization is exempt from federal and state corporation income taxes and various federal and state excise and sales taxes. The orgainzation would recognize interest and penalties associated with any uncertain tax positions as interest and other expenses, respectively. As of june 30, 2015, the organization had not recorded any amounts related to unrecognized income tax benefits or accrued interest and penalties. The orgainzation's informational returns are subject to examination by taxing authorities for all years ending on or after june 31, 2012.”

Schedule D, Page 4, Part XI, Line 4B

“Investment fees netted with income on financial statement 5,585”

Schedule D, Page 4, Part XII, Line 4B

“Investment fees netted with income on financial statement 5,585”

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IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
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Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,284,330
Liabilities
$798,180
Net assets
$1,486,150
Revenue
$7,132,511
Expenses
$7,021,604
Net income
$110,907
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