Civic Intelligence

Highland-Valley Elder Services Inc.

990 • Fiscal year 2016 • EIN 04-2563340

Jul 01, 2015 to Jun 30, 2016 • Filed on Dec 05, 2016

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

68th percentile

0.39x

Higher debt load relative to assets than 68% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

44th percentile

0.14x

Higher debt load relative to revenue than 44% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Net Margin

52nd percentile

2.8%

Higher net margin than 52% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

45th percentile

$110,500

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2016

Asset Growth

84th percentile

20%

Faster asset growth than 84% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

62nd percentile

7.2%

Faster revenue growth than 62% of similar nonprofits.

2016 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$2,742,756

Up $458,426 (+20%) from 2015

Net Assets

Up

$1,672,325

Up $186,175 (+13%) from 2015

Liabilities

Up

$1,070,431

Up $272,251 (+34%) from 2015

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin52nd percentile

Revenue

Up

$7,649,214

Up $516,703 (+7.2%) from 2015

Expenses

Up

$7,436,402

Up $414,798 (+5.9%) from 2015

Net Income

Up

$212,812

Up $101,905 (+92%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth84th 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

2016

Assets$2,742,756
Liabilities$1,070,431
Net Assets$1,672,325
Open 2016 Filing

Operations Trend

Revenue Growth62nd 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

2016

Revenue$7,649,214
Expenses$7,436,402
Net Income$212,812
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Dec 5, 2016
Return Version
2015v2.1
Gross Receipts
$7,833,453
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$45,795$1,361,941▲ $1,316,146
Pledges and Grants Receivable$1,071,636--
Savings and Temporary Cash Investments$486,391$599,971▲ $113,580
Investments in Publicly Traded Securities$487,151$488,754▲ $1,603
Land, Buildings, and Equipment, Net$108,546$98,220▼ $10,326
Prepaid Expenses and Deferred Charges$20,721$97,168▲ $76,447
Cash and Non-Interest-Bearing Accounts$64,090$96,702▲ $32,612
Total Assets$2,284,330$2,742,756▲ $458,426
Liabilities
Accounts Payable and Accrued Expenses$781,257$1,045,167▲ $263,910
Deferred Revenue$16,923$25,264▲ $8,341
Total Liabilities$798,180$1,070,431▲ $272,251
Net Assets / Fund Balance
Unrestricted Net Assets$1,486,150$1,672,325▲ $186,175
Total Net Assets Fund Balance$1,486,150$1,672,325▲ $186,175
Total Liabilities and Net Assets / Fund Balance$2,284,330$2,742,756▲ $458,426

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$92,550$202,477$295,027
Leasehold Improvements$5,670$12,323$17,993
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Allan OuimetExecutive DirectorFT$101,244$9,256$110,500

Board Members and Trustees

NameTitle
Shawn RobinsonPresident
Estelle StaszVice President
Ann KohnDirector
Camille SmithDirector
Carol LaughlinDirector
Carolyn UrekewDirector
Cynthia MayDirector
E Spencer Ghazey-batesDirector
Glenn ClarkDirector
James LiptakDirector
Jean ArmitageDirector
Jill TuckerDirector
Kathryn Pekala-serviceDirector
Katie KrupkaDirector
Marie FiatDirector
Marion KrausDirector
Mary HoughDirector
Mary Jane ConnollyDirector
Susan KucharskiDirector
William TatroDirector
Kathy WinklerSecretary
Nilda CohenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$51,102
Program Service Revenue
$7,564,283
Investment Income
$33,829
Other Revenue
$0
All Other Contributions
$28,602
Change in Net Assets
$212,812

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,643,619
Revenue Not Reported on Financial Statements
$5,595
Revenue Not Reported on Form 990
$-26,632
Total Revenue per Audited Statements
$7,616,987
Total Revenue per Form 990
$7,649,214
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,862,075
Salaries, Compensation, and Employee Benefits$2,574,327
Total Fundraising Expense$4,010
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,531,624$419,220-$1,950,844
Other Employee Benefits$282,373$66,107-$348,480
Occupancy$53,506$199,646-$253,152
Payroll Taxes$121,907$46,779-$168,686
Travel$104,453$3,381$31$107,865
Current Officers, Directors, Trustees, and Key Employees-$106,317-$106,317
Office Expenses$27,966$45,766$2,521$76,253
Information Technology$2,355$66,919-$69,274
All Other Expenses$40,124$13,123$34$53,281
Fees for Services Other$47,159-$1,017$48,176
Other Expenses$43,513$304-$43,513
Depreciation Depletion$14,157$28,072-$42,229
Insurance-$41,677-$41,677
Advertising$19,798$11,623$407$31,828
Fees for Services Accounting-$25,800-$25,800
Conferences and Meetings$5,282$1,459-$6,741
Fees for Services Legal-$6,483-$6,483
Fees for Service Investment Mgmnt Fees-$5,595-$5,595
Total Functional Expenses$6,344,121$1,088,271$4,010$7,436,402

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$7,436,402
Expenses per Audited Statements$7,430,807
Total Expenses per Audited Statements$7,430,807
Expenses Not Reported on Financial Statements$5,595
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
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, Part VI, Section B, Line 11

“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 and key employees.”

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 DRIVE, FLORENCE, MA 01062

Signing Officer

Name
Jacqueline Lamarche
Title
Chief Financial Officer
Phone
4135862000
Signed
2016-12-05
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
113
Volunteers
78

Preparer

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

Additional Explanations

FORM 990, PART XI, LINE 9:

“Prior year rounding difference -5.”

Raw XML AppendixShowing 400 of 565 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.

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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.
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22101244
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
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
IRS990/Form990PartVIISectionAGrp/TitleTxt22EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01975
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt023238
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt022
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0207477
IRS990/GrossReceiptsAmt07833453
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt022
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt066919
IRS990/InformationTechnologyGrp/ProgramServicesAmt02355
IRS990/InformationTechnologyGrp/TotalAmt069274
IRS990/InsuranceGrp/ManagementAndGeneralAmt041677
IRS990/InsuranceGrp/TotalAmt041677
IRS990/InvestmentIncomeGrp/ExclusionAmt010591
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt010591
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0487151
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0488754
IRS990/IRPDocumentCnt023
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0214800
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0108546
IRS990/LandBldgEquipBasisNetGrp/EOYAmt098220
IRS990/LandBldgEquipCostOrOtherBssAmt0313020
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0184239
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/NetAssetsOrFundBalancesBOYAmt01486150
IRS990/NetAssetsOrFundBalancesEOYAmt01672325
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt023238
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt023238
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-26632
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0199646
IRS990/OccupancyGrp/ProgramServicesAmt053506
IRS990/OccupancyGrp/TotalAmt0253152
IRS990/OfficeExpensesGrp/FundraisingAmt02521
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt045766
IRS990/OfficeExpensesGrp/ProgramServicesAmt027966
IRS990/OfficeExpensesGrp/TotalAmt076253
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-5
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt066107
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0282373
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0348480
IRS990/OtherExpensesGrp/Desc0SUBCONTRACTED DIRECT CA
IRS990/OtherExpensesGrp/Desc1MEALS
IRS990/OtherExpensesGrp/Desc2PROGRAM SUPPLIES AND MA
IRS990/OtherExpensesGrp/Desc3DIRECT CARE CONSULTANT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0304
IRS990/OtherExpensesGrp/ProgramServicesAmt03712779
IRS990/OtherExpensesGrp/ProgramServicesAmt1287554
IRS990/OtherExpensesGrp/ProgramServicesAmt249571
IRS990/OtherExpensesGrp/ProgramServicesAmt343513
IRS990/OtherExpensesGrp/TotalAmt03712779
IRS990/OtherExpensesGrp/TotalAmt1287858
IRS990/OtherExpensesGrp/TotalAmt249571
IRS990/OtherExpensesGrp/TotalAmt343513
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0419220
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01531624
IRS990/OtherSalariesAndWagesGrp/TotalAmt01950844
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt046779
IRS990/PayrollTaxesGrp/ProgramServicesAmt0121907
IRS990/PayrollTaxesGrp/TotalAmt0168686
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01071636
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt020721
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt097168
IRS990/PrincipalOfficerNm0JACQUELINE LAMARCHE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0GRANT AND CONTRACT REV
IRS990/ProgramServiceRevenueGrp/Desc1CLIENT RESOURCES AND C
IRS990/ProgramServiceRevenueGrp/Desc2OTHER GRANTS AND CONTR
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06929262
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1477619
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2146233
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06929262
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1477619
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2146233
IRS990/ProgSrvcAccomActy2Grp/Desc0HOME CARE (SERVED 1,443 CLIENTS)FROM 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/ExpenseAmt01665588
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01969617
IRS990/ProgSrvcAccomActy3Grp/Desc0COMMUNITY CHOICES PROGRAM (SERVED 283 CLIENTS)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/ExpenseAmt02091699
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt02205353
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, MONEY FOLLOWS THE PERSON
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt01510668
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt02074705
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt06973586
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt017036
IRS990/PYOtherExpensesAmt04857632
IRS990/PYOtherRevenueAmt013950
IRS990/PYProgramServiceRevenueAmt0127939
IRS990/PYRevenuesLessExpensesAmt0110907
IRS990/PYSalariesCompEmpBnftPaidAmt02163972
IRS990/PYTotalExpensesAmt07021604
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07132511
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0212812
IRS990/RegularMonitoringEnfrcInd01

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,742,756
Liabilities
$1,070,431
Net assets
$1,672,325
Revenue
$7,649,214
Expenses
$7,436,402
Net income
$212,812
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