Civic Intelligence

Tri-Valley Inc.

990 • Fiscal year 2021 • EIN 04-2594201

Jul 01, 2020 to Jun 30, 2021 • Filed on Mar 19, 2022

Organization ProfileWWW.TRIVALLEYINC.ORG

View Organization Page

10 Mill StreetDudley, MA 01571

(508) 949-6640

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.43x

Higher debt load relative to assets than 72% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

50th percentile

0.22x

Higher debt load relative to revenue than 50% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

29th percentile

2.9%

Higher net margin than 29% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

50th percentile

$171,864

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

37th percentile

5.2%

Faster asset growth than 37% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

29th percentile

-0.4%

Faster revenue growth than 29% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$12,579,356

Up $616,384 (+5.2%) from 2020

Net Assets

Up

$7,221,844

Up $731,800 (+11%) from 2020

Liabilities

Down

$5,357,512

Down $115,416 (-2.1%) from 2020

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin29th percentile

Revenue

Down

$24,875,092

Down $105,936 (-0.4%) from 2020

Expenses

Down

$24,143,292

Down $382,912 (-1.6%) from 2020

Net Income

Up

$731,800

Up $276,976 (+61%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$20M$15M$10M$5.0M$0Assets 2011: $5,977,891Liabilities 2011: $2,242,640Net Assets 2011: $3,735,2512011Assets 2012: $5,759,942Liabilities 2012: $1,753,556Net Assets 2012: $4,006,3862012Assets 2013: $6,205,414Liabilities 2013: $1,871,241Net Assets 2013: $4,334,1732013Assets 2014: $6,941,434Liabilities 2014: $2,052,748Net Assets 2014: $4,888,6862014Assets 2015: $10,085,113Liabilities 2015: $4,654,904Net Assets 2015: $5,430,2092015Assets 2016: $10,398,845Liabilities 2016: $4,774,215Net Assets 2016: $5,624,6302016Assets 2017: $10,163,528Liabilities 2017: $4,732,831Net Assets 2017: $5,430,6972017Assets 2018: $10,300,951Liabilities 2018: $4,721,516Net Assets 2018: $5,579,4352018Assets 2019: $10,610,473Liabilities 2019: $4,575,253Net Assets 2019: $6,035,2202019Assets 2020: $11,962,972Liabilities 2020: $5,472,928Net Assets 2020: $6,490,0442020Assets 2021: $12,579,356Liabilities 2021: $5,357,512Net Assets 2021: $7,221,8442021Assets 2022: $13,831,723Liabilities 2022: $3,910,586Net Assets 2022: $9,921,1372022Assets 2023: $15,593,509Liabilities 2023: $5,500,178Net Assets 2023: $10,093,3312023Assets 2024: $15,718,211Liabilities 2024: $5,467,645Net Assets 2024: $10,250,5662024Assets 2025: $16,024,232Liabilities 2025: $5,523,509Net Assets 2025: $10,500,7232025

Highlighted filing

2021

Assets$12,579,356
Liabilities$5,357,512
Net Assets$7,221,844
Open 2021 Filing

Operations Trend

Revenue Growth29th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40M$30M$20M$10M$0Revenue 2011: $16,694,835Expenses 2011: $15,740,069Net Income 2011: $954,7662011Revenue 2012: $17,535,452Expenses 2012: $17,169,723Net Income 2012: $365,7292012Revenue 2013: $19,139,422Expenses 2013: $18,811,635Net Income 2013: $327,7872013Revenue 2014: $21,183,973Expenses 2014: $20,549,602Net Income 2014: $634,3712014Revenue 2015: $22,683,829Expenses 2015: $22,140,306Net Income 2015: $543,5232015Revenue 2016: $23,235,121Expenses 2016: $22,773,944Net Income 2016: $461,1772016Revenue 2017: $24,049,444Expenses 2017: $23,840,383Net Income 2017: $209,0612017Revenue 2018: $24,465,096Expenses 2018: $24,061,638Net Income 2018: $403,4582018Revenue 2019: $24,565,641Expenses 2019: $24,109,845Net Income 2019: $455,7962019Revenue 2020: $24,981,028Expenses 2020: $24,526,204Net Income 2020: $454,8242020Revenue 2021: $24,875,092Expenses 2021: $24,143,292Net Income 2021: $731,8002021Revenue 2022: $29,766,125Expenses 2022: $27,066,832Net Income 2022: $2,699,2932022Revenue 2023: $29,254,604Expenses 2023: $29,082,410Net Income 2023: $172,1942023Revenue 2024: $33,267,144Expenses 2024: $32,666,752Net Income 2024: $600,3922024Revenue 2025: $35,833,956Expenses 2025: $35,527,219Net Income 2025: $306,7372025

Highlighted filing

2021

Revenue$24,875,092
Expenses$24,143,292
Net Income$731,800
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Mar 19, 2022
Return Version
2020v4.0
Gross Receipts
$24,875,092
Mission and Program Overview

Mission

An Organization that is set up to assist

An organization that is set up to assist eligible older residents with a range of services that will enhance their quality of life and allow them to live as independently as possible in dignity and respect.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$4,749,919$5,490,588▲ $740,669
Cash and Non-Interest-Bearing Accounts$1,895,531$3,920,957▲ $2,025,426
Land, Buildings, and Equipment, Net$2,379,394$2,134,246▼ $245,148
Savings and Temporary Cash Investments$2,761,663$746,649▼ $2,015,014
Prepaid Expenses and Deferred Charges$51,465$161,916▲ $110,451
Investments Other Securities$125,000$125,000→ $0
Total Assets$11,962,972$12,579,356▲ $616,384
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,736,215$1,992,187▼ $1,744,028
Accounts Payable and Accrued Expenses$1,736,713$1,730,325▼ $6,388
Unsecured Notes Loans Payable-$1,635,000-
Total Liabilities$5,472,928$5,357,512▼ $115,416
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,414,580$7,130,741▲ $716,161
Net Assets With Donor Restrictions$75,464$91,103▲ $15,639
Total Net Assets Fund Balance$6,490,044$7,221,844▲ $731,800
Total Liabilities and Net Assets / Fund Balance$11,962,972$12,579,356▲ $616,384

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$2,099,206$2,133,320$4,232,526
Equipment$35,040$1,395,612$1,430,652
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elisabeth PrinceExecutive DiFT$142,580$29,284$171,864
Elisabeth PrinceExecutive Director-$142,580$29,284$171,864
Ruth PellegrinoFiscal DirecFT$88,782$17,945$106,727

Board Members and Trustees

NameTitle
Francis X Small EsqPresident
Anjena KuzdzalDirector
Barbara ClancyDirector
Evelyn GrovesteenDirector
Gregory BazinetDirector
Irene M GarandDirector
James E HowardDirector
Kevin RuddenDirector
Marion RoodDirector
Mary Lou StaplesDirector
Virginia RapoDirector
Theodore a Bartlett1st Vice Pre
Josephine L Veglia Esq2nd Vice Pre
Mary a FalardeauSecretary
Brian J PerryTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Tempus UnlimitedCdc/admin Task-$1,671,259
Medical Resources Home HealthHome Care-$1,214,069
Independence Healthcare CorpHome Care-$1,034,393
Careproviders Blackstone ValleyHome Care-$644,571
Bayada Home Health CareHome Care-$633,023
Revenue and Support

Revenue Composition

Contributions and Grants
$15,259,060
Program Service Revenue
$9,589,731
Investment Income
$26,301
Other Revenue
$0
All Other Contributions
$1,081,281
Change in Net Assets
$731,800

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$57,470Cost
Total Noncash Contributions1$57,470-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$15,091,206
Salaries, Compensation, and Employee Benefits$9,052,086
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$5,970,664$644,893-$6,615,557
Other Employee Benefits$1,105,941$155,992-$1,261,933
Payroll Taxes$511,399$53,743-$565,142
Occupancy$149,382$406,852-$556,234
Pension Plan Contributions$319,127--$319,127
All Other Expenses$236,980$63,601-$300,581
Current Officers, Directors, Trustees, and Key Employees-$290,327-$290,327
Depreciation Depletion$61,151$196,132-$257,283
Other Expenses$155,019$17,598-$172,617
Information Technology$164,911$644-$165,555
Travel$142,521$875-$143,396
Interest$20,745$66,503-$87,248
Insurance$64,965$6,960-$71,925
Fees for Services Accounting$1,235$60,225-$61,460
Fees for Services Legal$42,635$2,434-$45,069
Office Expenses$32,631$6,464-$39,095
Fees for Services Other$16,522$12,739-$29,261
Advertising$14,498$3,972-$18,470
Conferences and Meetings$4,171$1,488-$5,659
Total Functional Expenses$22,151,850$1,991,442$0$24,143,292
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 35% controlled entity
No
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“The fiscal director and executive director review the completed form 990 for form and content before filing with the irs.”

Form 990, Page 6, Part VI, Line 12C

“Each conflict of interest is to be disclosed to the board of directors on a yearly basis. For all decisions by the board, if a conflict arises, the individual is asked to rescuse from participating in discussions and decisions. If the individual refuses, they are subject to removal from the board.”

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

“The process for determining compensation includes all of the following elements: review and approval by the board of directors of the organization. Use of data to compensate levels of comparable positions at similar organizations, and contemporaneous documentation with respect to decisions regarding compensation.”

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

“SAME AS 15A.”

Form 990, Page 6, Part VI, Line 19

“All governing documents are made available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Tri-valley Inc
EIN
04-2594201
Phone
5089496640
Address
10 MILL STREET, DUDLEY, MA 01571

Signing Officer

Name
Elisabeth Prince
Title
Executive Director
Phone
0508949664
Signed
2022-03-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Elisabeth Prince
Formed
1977
Legal Domicile
Ma
Voting Board Members
13
Independent Board Members
13
Employees
252
Volunteers
595

Preparer

Firm
Anstiss & Co Pc
Address
6 OMNI WAY SUITE 201, CHELMSFORD, MA 01824-4141
Preparer
Brendan E Toolin
Phone
9784522500
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“ALL OTHER PROGRAMS.”

Financial Statement Notes

Schedule D, Page 3, Part X

“The agency is incorporated under chapter 180 of the massachusetts general laws as a tax-exempt entity, has been granted tax-exempt status under internal revenue code section 501(c)(3), and is, therefore, generally exempt from federal and state income taxes. The agency is required by asc 740-10, "accounting for uncertainty in income taxes," to evaluate and disclose tax positions that could have an effect on the agency's financial statements. The agency reports its activities to the internal revenue service and to the commonwealth of massachusetts on an annual basis. These informational and income tax returns are generally subject to audit and review by the governmental agencies for a period of three years after filing. Substantially all of the agency's income, expenditures, and activites relate to its exempt purpose, therefore, management has determined that the agency is not subject to material unrelated business income taxes and will continue to qualify as a tax- exempt not-for-profit entity.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
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Filings

Displayed year

2021 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$12,579,356
Liabilities
$5,357,512
Net assets
$7,221,844
Revenue
$24,875,092
Expenses
$24,143,292
Net income
$731,800
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Summary only. Only limited summary data is available for this year.$16.0$5.52$10.5$35.8$35.5$0.31
2024Summary only. Only limited summary data is available for this year.$15.7$5.47$10.3$33.3$32.7$0.60
2023Summary only. Only limited summary data is available for this year.$15.6$5.50$10.1$29.3$29.1$0.17
2022Summary only. Only limited summary data is available for this year.$13.8$3.91$9.92$29.8$27.1$2.70
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.6$5.36$7.22$24.9$24.1$0.73
2020Summary only. Only limited summary data is available for this year.$12.0$5.47$6.49$25.0$24.5$0.45
2019Summary only. Only limited summary data is available for this year.$10.6$4.58$6.04$24.6$24.1$0.46
2018Summary only. Only limited summary data is available for this year.$10.3$4.72$5.58$24.5$24.1$0.40
2017Summary only. Only limited summary data is available for this year.$10.2$4.73$5.43$24.0$23.8$0.21
2016Summary only. Only limited summary data is available for this year.$10.4$4.77$5.62$23.2$22.8$0.46
2015Summary only. Only limited summary data is available for this year.$10.1$4.65$5.43$22.7$22.1$0.54
2014Summary only. Only limited summary data is available for this year.$6.94$2.05$4.89$21.2$20.5$0.63
2013Summary only. Only limited summary data is available for this year.$6.21$1.87$4.33$19.1$18.8$0.33
2012Summary only. Only limited summary data is available for this year.$5.76$1.75$4.01$17.5$17.2$0.37
2011Summary only. Only limited summary data is available for this year.$5.98$2.24$3.74$16.7$15.7$0.95
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • 501(c)3 • $10M-$25M nonprofits