Civic Intelligence

Highland-Valley Elder Services Inc.

990 • Fiscal year 2017 • EIN 04-2563340

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 03, 2017

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

64th percentile

0.31x

Higher debt load relative to assets than 64% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

37th percentile

0.10x

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

40th percentile

0.5%

Higher net margin than 40% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

44th percentile

$107,770

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

17th percentile

-4.3%

Faster asset growth than 17% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

61st percentile

9.1%

Faster revenue growth than 61% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets64th percentile

Assets

Down

$2,623,893

Down $118,863 (-4.3%) from 2016

Net Assets

Up

$1,806,319

Up $133,994 (+8.0%) from 2016

Liabilities

Down

$817,574

Down $252,857 (-24%) from 2016

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin40th percentile

Revenue

Up

$8,346,962

Up $697,748 (+9.1%) from 2016

Expenses

Up

$8,309,323

Up $872,921 (+12%) from 2016

Net Income

Down

$37,639

Down $175,173 (-82%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth17th 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

2017

Assets$2,623,893
Liabilities$817,574
Net Assets$1,806,319
Open 2017 Filing

Operations Trend

Revenue Growth61st 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

2017

Revenue$8,346,962
Expenses$8,309,323
Net Income$37,639
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 3, 2017
Return Version
2016v3.0
Gross Receipts
$8,363,220
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$1,361,941$1,691,165▲ $329,224
Investments in Publicly Traded Securities$488,754$584,015▲ $95,261
Savings and Temporary Cash Investments$599,971$178,750▼ $421,221
Land, Buildings, and Equipment, Net$98,220$85,533▼ $12,687
Cash and Non-Interest-Bearing Accounts$96,702$72,951▼ $23,751
Prepaid Expenses and Deferred Charges$97,168$11,479▼ $85,689
Total Assets$2,742,756$2,623,893▼ $118,863
Liabilities
Accounts Payable and Accrued Expenses$1,045,167$805,669▼ $239,498
Deferred Revenue$25,264$11,905▼ $13,359
Total Liabilities$1,070,431$817,574▼ $252,857
Net Assets / Fund Balance
Unrestricted Net Assets$1,672,325$1,806,319▲ $133,994
Total Net Assets Fund Balance$1,672,325$1,806,319▲ $133,994
Total Liabilities and Net Assets / Fund Balance$2,742,756$2,623,893▼ $118,863

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$79,376$239,325$318,701
Leasehold Improvements$6,157$11,836$17,993
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Allan OuimetExecutive DirectorFT$99,272$8,498$107,770

Board Members and Trustees

NameTitle
Shawn RobinsonPresident
Estelle StaszVice President
Ann KohnDirector
Camille SmithDirector
Carol LaughlinDirector
Carolyn UrekewDirector
Glenn ClarkDirector
James LiptakDirector
Jean ArmitageDirector
Kathryn ServiceDirector
Katie KrupaDirector
Margaret RicciDirector
Marie FiatDirector
Mary HoughDirector
Susan KucharskiDirector
Valerie VignauxDirector
Kathy WinklerSecretary
Nilda CohenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$40,364
Program Service Revenue
$8,291,647
Investment Income
$14,951
Other Revenue
$0
All Other Contributions
$17,864
Change in Net Assets
$37,639

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,340,895
Revenue Not Reported on Financial Statements
$6,067
Revenue Not Reported on Form 990
$36,377
Total Revenue per Audited Statements
$8,377,272
Total Revenue per Form 990
$8,346,962
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,393,609
Salaries, Compensation, and Employee Benefits$2,915,714
Total Fundraising Expense$2,088
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,727,528$462,211-$2,189,739
Other Employee Benefits$301,149$82,032-$383,181
Occupancy$74,923$201,605-$276,528
Payroll Taxes$172,345$60,034-$232,379
Current Officers, Directors, Trustees, and Key Employees-$110,415-$110,415
Travel$99,750$3,213$13$102,976
Office Expenses$32,054$42,396$1,975$76,425
All Other Expenses$63,673$9,669-$73,342
Information Technology$2,784$68,946-$71,730
Fees for Services Other$42,811--$42,811
Insurance-$42,107-$42,107
Depreciation Depletion$15,781$26,298-$42,079
Fees for Services Accounting-$26,500-$26,500
Advertising$10,177$8,966$100$19,243
Other Expenses$18,208--$18,208
Conferences and Meetings$6,327$2,113-$8,440
Fees for Service Investment Mgmnt Fees-$6,067-$6,067
Fees for Services Legal-$3,337-$3,337
Total Functional Expenses$7,151,326$1,155,909$2,088$8,309,323

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$8,309,323
Expenses per Audited Statements$8,303,256
Total Expenses per Audited Statements$8,303,256
Expenses Not Reported on Financial Statements$6,067
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 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 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
2017-11-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jacqueline Lamarche
Formed
1975
Legal Domicile
Ma
Voting Board Members
18
Independent Board Members
18
Employees
111
Volunteers
100

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:

“Eoea approved use of restricted surplus -38,587. Eoea required payment from asap network 98,565.”

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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/ReportableCompFromRltdOrgAmt90
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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/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/TitleTxt18EXECUTIVE DIRECTOR
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IRS990/FormationYr01975
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IRS990/FSAuditedInd01
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IRS990/GainOrLossGrp/SecuritiesAmt04548
IRS990/GamingActivitiesInd00
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GrossReceiptsAmt08363220
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt018
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt068946
IRS990/InformationTechnologyGrp/ProgramServicesAmt02784
IRS990/InformationTechnologyGrp/TotalAmt071730
IRS990/InsuranceGrp/ManagementAndGeneralAmt042107
IRS990/InsuranceGrp/TotalAmt042107
IRS990/InvestmentIncomeGrp/ExclusionAmt010403
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt010403
IRS990/InvestmentInJointVentureInd00
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt0584015
IRS990/IRPDocumentCnt017
IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipBasisNetGrp/BOYAmt098220
IRS990/LandBldgEquipBasisNetGrp/EOYAmt085533
IRS990/LandBldgEquipCostOrOtherBssAmt0336694
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt016258
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/NetAssetsOrFundBalancesBOYAmt01672325
IRS990/NetAssetsOrFundBalancesEOYAmt01806319
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt04548
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt04548
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt036377
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0201605
IRS990/OccupancyGrp/ProgramServicesAmt074923
IRS990/OccupancyGrp/TotalAmt0276528
IRS990/OfficeExpensesGrp/FundraisingAmt01975
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt042396
IRS990/OfficeExpensesGrp/ProgramServicesAmt032054
IRS990/OfficeExpensesGrp/TotalAmt076425
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt059978
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt082032
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0301149
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0383181
IRS990/OtherExpensesGrp/Desc0SUBCONTRACTED DIRECT CA
IRS990/OtherExpensesGrp/Desc1MEALS
IRS990/OtherExpensesGrp/Desc2PROGRAM SUPPLIES AND MA
IRS990/OtherExpensesGrp/Desc3DIRECT CARE CONSULTANT
IRS990/OtherExpensesGrp/ProgramServicesAmt04260111
IRS990/OtherExpensesGrp/ProgramServicesAmt1281883
IRS990/OtherExpensesGrp/ProgramServicesAmt241822
IRS990/OtherExpensesGrp/ProgramServicesAmt318208
IRS990/OtherExpensesGrp/TotalAmt04260111
IRS990/OtherExpensesGrp/TotalAmt1281883
IRS990/OtherExpensesGrp/TotalAmt241822
IRS990/OtherExpensesGrp/TotalAmt318208
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0462211
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01727528
IRS990/OtherSalariesAndWagesGrp/TotalAmt02189739
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt060034
IRS990/PayrollTaxesGrp/ProgramServicesAmt0172345
IRS990/PayrollTaxesGrp/TotalAmt0232379
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt097168
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt011479
IRS990/PrincipalOfficerNm0JACQUELINE LAMARCHE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0GRANT AND CONTRACT REV
IRS990/ProgramServiceRevenueGrp/Desc1OTHER GRANTS AND CONTR
IRS990/ProgramServiceRevenueGrp/Desc2CLIENT RESOURCES AND C
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt07513368
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1504987
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2263389
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07513368
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1504987
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2263389
IRS990/ProgSrvcAccomActy2Grp/Desc0HOME CARE (SERVED 1,483 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/ExpenseAmt01943339
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt02149368
IRS990/ProgSrvcAccomActy3Grp/Desc0COMMUNITY CHOICES PROGRAM (SERVED 324 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/ExpenseAmt02408402
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt02505878
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/ExpenseAmt01703789
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt02293074
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt051102
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYOtherExpensesAmt04862075
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt07564283
IRS990/PYRevenuesLessExpensesAmt0212812
IRS990/PYSalariesCompEmpBnftPaidAmt02574327
IRS990/PYTotalExpensesAmt07436402
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07649214
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt037639
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01343327
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0599971
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0178750
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt040364
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt051102
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt06973586
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt06018578
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt06014976
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt019098606
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt010403
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt010591
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt016771
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt016387
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt015863
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt070015
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt016114436
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99630
IRS990ScheduleA/PublicSupportPY170Pct00.99660
IRS990ScheduleA/PublicSupportTotal170Amt019098606
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt040364
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt051102
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt06973586
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt06018578

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,623,893
Liabilities
$817,574
Net assets
$1,806,319
Revenue
$8,346,962
Expenses
$8,309,323
Net income
$37,639
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