Civic Intelligence

Highland-Valley Elder Services Inc.

990 • Fiscal year 2014 • EIN 04-2563340

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 06, 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

63rd percentile

0.33x

Higher debt load relative to assets than 63% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

37th percentile

0.11x

Higher debt load relative to revenue than 37% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

48th percentile

2.2%

Higher net margin than 48% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

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.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

80th percentile

16%

Faster asset growth than 80% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

37th percentile

0.2%

Faster revenue growth than 37% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$2,067,144

Up $279,389 (+16%) from 2013

Net Assets

Up

$1,375,427

Up $807,303 (+142%) from 2013

Liabilities

Down

$691,717

Down $527,914 (-43%) from 2013

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin48th percentile

Revenue

Up

$6,193,772

Up $10,263 (+0.2%) from 2013

Expenses

Down

$6,058,693

Down $427,987 (-6.6%) from 2013

Net Income

Up

$135,079

Up $438,250 (+145%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth80th 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

2014

Assets$2,067,144
Liabilities$691,717
Net Assets$1,375,427
Open 2014 Filing

Operations Trend

Revenue Growth37th 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

2014

Revenue$6,193,772
Expenses$6,058,693
Net Income$135,079
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 6, 2015
Return Version
2013v4.0
Gross Receipts
$6,617,358
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$874,554$996,397▲ $121,843
Investments in Publicly Traded Securities$426,146$476,834▲ $50,688
Savings and Temporary Cash Investments$59,059$259,535▲ $200,476
Cash and Non-Interest-Bearing Accounts$289,389$239,764▼ $49,625
Accounts Receivable$29,204$59,657▲ $30,453
Land, Buildings, and Equipment, Net$28,161$25,015▼ $3,146
Prepaid Expenses and Deferred Charges$81,242$9,942▼ $71,300
Total Assets$1,787,755$2,067,144▲ $279,389
Liabilities
Accounts Payable and Accrued Expenses$546,943$679,252▲ $132,309
Other Liabilities$669,223--
Deferred Revenue$3,465$12,465▲ $9,000
Total Liabilities$1,219,631$691,717▼ $527,914
Net Assets / Fund Balance
Unrestricted Net Assets$568,124$1,375,427▲ $807,303
Total Net Assets Fund Balance$568,124$1,375,427▲ $807,303
Total Liabilities and Net Assets / Fund Balance$1,787,755$2,067,144▲ $279,389

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$17,309$178,403$195,712
Leasehold Improvements$7,706$5,307$13,013
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
Marion KrausPresident
Ann KohnDirector
Anne Marie KnoxDirector
Barbara SutherlandDirector
Camille SmithDirector
Carolyn UrekewDirector
Cynthia MayDirector
Elizabeth FaulknerDirector
Estelle StaszDirector
James LiptakDirector
Jean ArmitageDirector
Joan GolowichDirector
Joan HartDirector
Larry WestDirector
Lydia OmastaDirector
Shawn RobinsonDirector
Susan KucharskiDirector
Tom HumphreyDirector
William TatroDirector
Mary Jane ConnollySecretary
John WrightTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$6,018,578
Program Service Revenue
$122,020
Investment Income
$53,174
Other Revenue
$0
All Other Contributions
$383,946
Change in Net Assets
$135,079

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 Inventory1$102,347Actual Cost
Total Noncash Contributions1$102,347-

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,188,727
Revenue Not Reported on Financial Statements
$5,045
Revenue Not Reported on Form 990
$3,001
Other Revenue Adjustments
$5,045
Total Revenue per Audited Statements
$6,191,728
Total Revenue per Form 990
$6,193,772
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,283,906
Salaries, Compensation, and Employee Benefits$1,774,787
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,074,679$135,543-$1,210,222
Other Employee Benefits$230,723$36,601-$267,324
Occupancy$169,091$31,638-$200,729
Payroll Taxes$104,614$41,661-$146,275
Current Officers, Directors, Trustees, and Key Employees-$139,416-$139,416
Travel$69,806$1,988-$71,794
Office Expenses$39,488--$39,488
Other Expenses$38,139$218,649-$38,139
Insurance-$31,613-$31,613
Fees for Services Accounting-$28,500-$28,500
All Other Expenses$26,809--$26,809
Depreciation Depletion$14,635--$14,635
Pension Plan Contributions$9,082$2,468-$11,550
Fees for Services Legal$3,695$2,366-$6,061
Fees for Service Investment Mgmnt Fees-$5,045-$5,045
Conferences and Meetings$2,082$1,449-$3,531
Advertising$1,403--$1,403
Fees for Services Other$10--$10
Total Functional Expenses$5,381,756$676,937$0$6,058,693

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$6,058,693
Expenses per Audited Statements$6,053,648
Total Expenses per Audited Statements$6,053,648
Expenses Not Reported on Financial Statements$5,045
Other Expense Adjustments$5,045
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Paula BarnesOfficer DaughteWages & BenefitsNo$40,959
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
Yes
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

EIN
04-2563340
Phone
4135862000

Signing Officer

Name
Jacqueline Lamarche
Title
CFO
Phone
4135862000
Signed
2015-02-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jacqueline Lamarche
Formed
1975
Legal Domicile
Ma
Voting Board Members
21
Independent Board Members
21
Employees
108
Volunteers
114

Preparer

Preparer
Julie Quink
Phone
4137349040
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Investment fees netted with income on financial statement -5,045 investment fees netted with income on financial statement 5,045”

Form 990, Part XI, Line 9

“Surplus revenue retention liability 669,223”

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 corporate income taxes and various federal and state excise and sales taxes. The organization would recognize interest and penalties associated with any uncertain tax positions as interest and other expenses, respectively. As of june 30, 2014, the organization had not recorded any amounts related to unrecognized income tax benefits or accrued interest and penalties. The organization's informational returns are subject to examination by taxing authorities for all years ending on or after june 30, 2011.”

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

“Investment fees netted with income on financial statement 5,045”

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

“Investment fees netted with income on financial statement 5,045”

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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
$2,067,144
Liabilities
$691,717
Net assets
$1,375,427
Revenue
$6,193,772
Expenses
$6,058,693
Net income
$135,079
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