Civic Intelligence

Highland-Valley Elder Services Inc.

990 • Fiscal year 2018 • EIN 04-2563340

Jul 01, 2017 to Jun 30, 2018 • Filed on Oct 30, 2018

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

0.30x

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

36th percentile

0.09x

Higher debt load relative to revenue than 36% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

44th percentile

1.3%

Higher net margin than 44% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

45th percentile

$111,301

Higher top officer pay than 45% of similar nonprofits.

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

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

53rd percentile

2.4%

Faster asset growth than 53% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

56th percentile

6.0%

Faster revenue growth than 56% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$2,688,003

Up $64,110 (+2.4%) from 2017

Net Assets

Up

$1,891,812

Up $85,493 (+4.7%) from 2017

Liabilities

Down

$796,191

Down $21,383 (-2.6%) from 2017

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin44th percentile

Revenue

Up

$8,844,550

Up $497,588 (+6.0%) from 2017

Expenses

Up

$8,733,976

Up $424,653 (+5.1%) from 2017

Net Income

Up

$110,574

Up $72,935 (+194%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2018

Assets$2,688,003
Liabilities$796,191
Net Assets$1,891,812
Open 2018 Filing

Operations Trend

Revenue Growth56th 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

2018

Revenue$8,844,550
Expenses$8,733,976
Net Income$110,574
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Oct 30, 2018
Return Version
2017v2.3
Gross Receipts
$9,208,188
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$1,691,165$1,848,500▲ $157,335
Investments in Publicly Traded Securities$584,015$610,498▲ $26,483
Savings and Temporary Cash Investments$178,750$120,045▼ $58,705
Cash and Non-Interest-Bearing Accounts$72,951$53,806▼ $19,145
Land, Buildings, and Equipment, Net$85,533$53,791▼ $31,742
Prepaid Expenses and Deferred Charges$11,479$1,363▼ $10,116
Total Assets$2,623,893$2,688,003▲ $64,110
Liabilities
Accounts Payable and Accrued Expenses$805,669$766,688▼ $38,981
Deferred Revenue$11,905$29,503▲ $17,598
Total Liabilities$817,574$796,191▼ $21,383
Net Assets / Fund Balance
Unrestricted Net Assets$1,806,319$1,891,812▲ $85,493
Total Net Assets Fund Balance$1,806,319$1,891,812▲ $85,493
Total Liabilities and Net Assets / Fund Balance$2,623,893$2,688,003▲ $64,110

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$50,128$268,573$318,701
Leasehold Improvements$3,663$14,330$17,993
Compensation and Service Providers
Top Officer Pay45th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Allan OuimetExecutive DirectorFT$104,558$6,743$111,301

Board Members and Trustees

NameTitle
Estelle StaszPresident
Kathy WinklerVice President
Ann KohnDirector
Camille SmithDirector
Carol LaughlinDirector
Glenn ClarkDirector
James LiptakDirector
Jean ArmitageDirector
Katie KrupaDirector
Margaret RicciDirector
Marie FiatDirector
Mary HoughDirector
Shawn RobinsonDirector
Susan KucharskiDirector
Valerie VignauxDirector
Kathryn ServiceSecretary
Nilda CohenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$58,364
Program Service Revenue
$8,724,132
Investment Income
$62,054
Other Revenue
$0
All Other Contributions
$35,864
Change in Net Assets
$110,574

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,837,200
Revenue Not Reported on Financial Statements
$7,350
Revenue Not Reported on Form 990
$-28,222
Total Revenue per Audited Statements
$8,808,978
Total Revenue per Form 990
$8,844,550
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,582,135
Salaries, Compensation, and Employee Benefits$3,151,841
Total Fundraising Expense$2,388
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,893,706$529,419-$2,423,125
Other Employee Benefits$309,003$75,758-$384,761
Payroll Taxes$174,253$53,596-$227,849
Occupancy$144,792$50,367-$195,159
All Other Expenses$156,560$22,035-$178,595
Current Officers, Directors, Trustees, and Key Employees-$116,106-$116,106
Travel$102,071$3,791$24$105,886
Office Expenses$31,099$57,038$2,324$90,461
Fees for Services Other$38,059--$38,059
Insurance$6,828$29,821-$36,649
Information Technology$2,202$31,981-$34,183
Depreciation Depletion$15,986$15,756-$31,742
Fees for Services Accounting-$27,200-$27,200
Advertising$13,671$9,260$40$22,971
Fees for Services Legal-$11,275-$11,275
Other Expenses$10,526--$10,526
Fees for Service Investment Mgmnt Fees-$7,350-$7,350
Conferences and Meetings$4,333$1,647-$5,980
Total Functional Expenses$7,689,188$1,042,400$2,388$8,733,976

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$8,733,976
Expenses per Audited Statements$8,726,626
Total Expenses per Audited Statements$8,726,626
Expenses Not Reported on Financial Statements$7,350
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
2018-10-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jacqueline Lamarche
Formed
1975
Legal Domicile
Ma
Voting Board Members
17
Independent Board Members
17
Employees
119
Volunteers
100

Preparer

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

Additional Explanations

FORM 990, PART XI, LINE 9:

“Eoea required payment from asap network 3,141.”

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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/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
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/TitleTxt17EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01975
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt050739
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt017
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0414377
IRS990/GrossReceiptsAmt09208188
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt017
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt031981
IRS990/InformationTechnologyGrp/ProgramServicesAmt02202
IRS990/InformationTechnologyGrp/TotalAmt034183
IRS990/InsuranceGrp/ManagementAndGeneralAmt029821
IRS990/InsuranceGrp/ProgramServicesAmt06828
IRS990/InsuranceGrp/TotalAmt036649
IRS990/InvestmentIncomeGrp/ExclusionAmt011315
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt011315
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IRS990/InvestmentsPubTradedSecGrp/BOYAmt0584015
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0610498
IRS990/IRPDocumentCnt021
IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipBasisNetGrp/BOYAmt085533
IRS990/LandBldgEquipBasisNetGrp/EOYAmt053791
IRS990/LandBldgEquipCostOrOtherBssAmt0336694
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0363638
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/NetAssetsOrFundBalancesBOYAmt01806319
IRS990/NetAssetsOrFundBalancesEOYAmt01891812
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt050739
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt050739
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-28222
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt050367
IRS990/OccupancyGrp/ProgramServicesAmt0144792
IRS990/OccupancyGrp/TotalAmt0195159
IRS990/OfficeExpensesGrp/FundraisingAmt02324
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt057038
IRS990/OfficeExpensesGrp/ProgramServicesAmt031099
IRS990/OfficeExpensesGrp/TotalAmt090461
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt03141
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt075758
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0309003
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0384761
IRS990/OtherExpensesGrp/Desc0SUBCONTRACTED DIRECT CA
IRS990/OtherExpensesGrp/Desc1MEALS
IRS990/OtherExpensesGrp/Desc2PROGRAM SUPPLIES AND MA
IRS990/OtherExpensesGrp/Desc3DIRECT CARE CONSULTANT
IRS990/OtherExpensesGrp/ProgramServicesAmt04471251
IRS990/OtherExpensesGrp/ProgramServicesAmt1286415
IRS990/OtherExpensesGrp/ProgramServicesAmt228433
IRS990/OtherExpensesGrp/ProgramServicesAmt310526
IRS990/OtherExpensesGrp/TotalAmt04471251
IRS990/OtherExpensesGrp/TotalAmt1286415
IRS990/OtherExpensesGrp/TotalAmt228433
IRS990/OtherExpensesGrp/TotalAmt310526
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0529419
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01893706
IRS990/OtherSalariesAndWagesGrp/TotalAmt02423125
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt053596
IRS990/PayrollTaxesGrp/ProgramServicesAmt0174253
IRS990/PayrollTaxesGrp/TotalAmt0227849
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt011479
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01363
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/RelatedOrExemptFuncIncomeAmt07773794
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1666853
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2267167
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07773794
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1666853
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2267167
IRS990/ProgSrvcAccomActy2Grp/Desc0HOME CARE PROGRAMFROM 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/ExpenseAmt01905031
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt02163673
IRS990/ProgSrvcAccomActy3Grp/Desc0COMMUNITY CHOICES PROGRAM 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/ExpenseAmt02727874
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt02776326
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/ExpenseAmt01851489
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt02413828
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt040364
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt014951
IRS990/PYOtherExpensesAmt05393609
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt08291647
IRS990/PYRevenuesLessExpensesAmt037639
IRS990/PYSalariesCompEmpBnftPaidAmt02915714
IRS990/PYTotalExpensesAmt08309323
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08346962
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0110574
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01370305
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0178750
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0120045
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt058364
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt040364
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt051102
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt06973586
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt06018578
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt013141994
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt011315
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt010403
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt010591
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt016771
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt016387
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt065467
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt024760414
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99500
IRS990ScheduleA/PublicSupportPY170Pct00.99630
IRS990ScheduleA/PublicSupportTotal170Amt013141994
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt058364
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt040364
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt051102
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt06973586
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt06018578
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt013141994
IRS990ScheduleA/TotalSupportAmt013207461
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt050128
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0268573
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0318701

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,688,003
Liabilities
$796,191
Net assets
$1,891,812
Revenue
$8,844,550
Expenses
$8,733,976
Net income
$110,574
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