Civic Intelligence

Tri-Valley Inc.

990 • Fiscal year 2025 • EIN 04-2594201

Jul 01, 2024 to Jun 30, 2025 • Filed on Dec 12, 2025

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

68th percentile

0.34x

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

2025 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2025

Liabilities / Revenue

38th percentile

0.15x

Higher debt load relative to revenue than 38% of similar nonprofits.

2025 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2025

Net Margin

33rd percentile

0.9%

Higher net margin than 33% of similar nonprofits.

2025 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$210,923

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2025 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2025

Asset Growth

35th percentile

1.9%

Faster asset growth than 35% of similar nonprofits.

2025 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Revenue Growth

53rd percentile

7.7%

Faster revenue growth than 53% of similar nonprofits.

2025 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Assets

Up

$16,024,232

Up $306,021 (+1.9%) from 2024

Net Assets

Up

$10,500,723

Up $250,157 (+2.4%) from 2024

Liabilities

Up

$5,523,509

Up $55,864 (+1.0%) from 2024

Revenue

Up

$35,833,956

Up $2,566,812 (+7.7%) from 2024

Expenses

Up

$35,527,219

Up $2,860,467 (+8.8%) from 2024

Net Income

Down

$306,737

Down $293,655 (-49%) from 2024

Historical Trend

Balance Sheet Trend

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

2025

Assets$16,024,232
Liabilities$5,523,509
Net Assets$10,500,723

Operations Trend

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

2025

Revenue$35,833,956
Expenses$35,527,219
Net Income$306,737
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Dec 12, 2025
Return Version
2024v5.2
Gross Receipts
$35,833,956
Mission and Program Overview

Mission

An Organization that is set up to assist

Tri-valley, inc. Is 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
Pledges and Grants Receivable$5,733,768$6,254,964▲ $521,196
Cash and Non-Interest-Bearing Accounts$4,183,267$3,759,737▼ $423,530
Savings and Temporary Cash Investments$2,120,023$2,219,083▲ $99,060
Accounts Receivable$1,470,213$1,764,983▲ $294,770
Land, Buildings, and Equipment, Net$1,682,094$1,455,139▼ $226,955
Investments Other Securities$125,000$125,000→ $0
Prepaid Expenses and Deferred Charges$50,101$57,684▲ $7,583
Total Assets$15,718,211$16,024,232▲ $306,021
Other Assets Total$353,745$387,642▲ $33,897
Liabilities
Accounts Payable and Accrued Expenses$2,342,552$3,209,144▲ $866,592
Mortgage Notes Payable Secured by Investment Property$1,624,936$1,491,918▼ $133,018
Other Liabilities$353,745$387,642▲ $33,897
Deferred Revenue$1,011,609$314,459▼ $697,150
Escrow Account Liability$134,803$120,346▼ $14,457
Total Liabilities$5,467,645$5,523,509▲ $55,864
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$10,233,257$10,490,967▲ $257,710
Net Assets With Donor Restrictions$17,309$9,756▼ $7,553
Total Net Assets Fund Balance$10,250,566$10,500,723▲ $250,157
Total Liabilities and Net Assets / Fund Balance$15,718,211$16,024,232▲ $306,021

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$1,382,100$3,014,776$4,396,876
Equipment$73,039$1,529,314$1,602,353
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elisabeth PrinceChief Executive OfficerFT$175,707$35,216$210,923
Ruth PellegrinoFormer Chief Financial OfficerFT$100,982$22,780$123,762

Board Members and Trustees

NameTitle
Brian PerryPresident
Josephine Veglia EsquireVice President
Theodore BartlettVice President
BARBARA O'BRIENDirector
Evelyn GrovesteenDirector
Frank WhiteDirector
Gary GoldbergDirector
George Acquaah-mensahDirector
Gregory BazinetDirector
Michael CapletteDirector
Paul VirgadamoDirector
Richard MajercikDirector
Julie ShawChief Financial Officer
Virigina RapoSecretary
Anjena KuzdzalTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Tempus UnlimitedCdc/admin Task600 TECHNOLOGY CENTER DRIVE, Stoughton, MA 02072$2,371,552
Medical Resources Home Health Corp DbHome CarePO BOX 417788, Boston, MA 02241$1,623,209
Independence Healthcare CorpHome Care146 WEST BOYLSTON DRIVE SUITE 203, Worcester, MA 01606$1,394,164
Chartwells Dining ServicesCateringPO BOX 417632, Boston, MA 02241$1,304,599
Abby Homecare SolutionsHome Care316 MAIN STREET, Worcester, MA 01608$1,150,573
Revenue and Support

Revenue Composition

Contributions and Grants
$22,754,120
Program Service Revenue
$12,823,056
Investment Income
$256,780
Other Revenue
$0
All Other Contributions
$1,722,034
Change in Net Assets
$306,737

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$50,346Cost
Total Noncash Contributions1$50,346-

Audited Revenue Reconciliation

Revenue per Audited Statements
$35,833,956
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-136,504
Total Revenue per Audited Statements
$35,697,452
Total Revenue per Form 990
$35,833,956
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$22,655,459
Salaries, Compensation, and Employee Benefits$12,871,760
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$8,360,803$1,043,631-$9,404,434
Other Employee Benefits$1,645,775$199,575-$1,845,350
Payroll Taxes$694,521$149,972-$844,493
All Other Expenses$439,631$228,655-$668,286
Information Technology$405,288$81,326-$486,614
Pension Plan Contributions$345,521$74,046-$419,567
Occupancy$103,088$261,146-$364,234
Current Officers, Directors, Trustees, and Key Employees-$357,916-$357,916
Travel$352,204$2,054-$354,258
Depreciation Depletion$64,969$200,433-$265,402
Other Expenses$195,149$1,484-$196,633
Fees for Services Accounting$21,794$172,812-$194,606
Insurance$30,153$93,020-$123,173
Fees for Services Legal$63,641$2,416-$66,057
Interest-$63,259-$63,259
Conferences and Meetings$31,375$6,925-$38,300
Advertising$14,043$1,923-$15,966
Total Functional Expenses$32,570,669$2,956,550$0$35,527,219

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$35,527,219
Total Expenses per Form 990$35,527,219
Total Expenses per Audited Statements$35,432,569
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$-94,650
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$387,642
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, Part VI, Section B, Line 11B

The chief financial officer and chief executive officer review the completed form 990 for form and content before filing with the irs.

Form 990, Part VI, Section B, 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, Part VI, Section B, Line 15

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, Part VI, Section C, Line 19

Copies of all public documents of the organization are located at the agency's main office and are made available to the public upon written 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
Chief Executive Officer
Phone
5089496640
Signed
2025-12-12

Organization Details

Principal Officer
Elisabeth Prince
Formed
1977
Legal Domicile
Ma
Voting Board Members
13
Independent Board Members
13
Employees
328
Volunteers
375

Preparer

Firm
Daniel Dennis and Company Llp
Address
990 WASHINGTON STREET STE 203, DEDHAM, MA 02026
Preparer
Michael Driscoll
Phone
6172629898
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Age restricted fund balance tranfer -56,580.

FORM 990, PART XII, LINE 2C:

The finance committee assumes the responsibility for oversight of the audit, review and compilation of its financial statements and selection of an independent accountant.

Financial Statement Notes

PART IV, LINE 2B:

The representative payee program serves as the institutional representative for individuals with intellectual or developmental disabilities to ensure their monthly bills are paid on-time and in-full. All amounts are recorded as a liability and asset.

PART X, LINE 2:

The organization evaluates its tax positions taken or expected to be taken in its tax returns to determine whether the tax positions are more-likely-than-not of being sustained by the applicable tax authority. Tax positions not deemed to meet the more-likely-than-not threshold, along with accrued interest and penalties thereon, would be recorded as an expense in the current year consolidated financial statements. Management has evaluated the tax positions taken in its previously filed returns and those expected to be taken in its fiscal year 2025 returns and believe they are more-likely-than-not of being sustained if examined by federal or state tax authorities.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Revenue from consolidated subsidiary and eliminations

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Expenses from consolidated subsidiary and eliminations

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1622780
IRS990/Form990PartVIISectionAGrp/PersonNm0BRIAN PERRY
IRS990/Form990PartVIISectionAGrp/PersonNm1THEODORE BARTLETT
IRS990/Form990PartVIISectionAGrp/PersonNm2JOSEPHINE VEGLIA ESQUIRE
IRS990/Form990PartVIISectionAGrp/PersonNm3ANJENA KUZDZAL
IRS990/Form990PartVIISectionAGrp/PersonNm4VIRIGINA RAPO
IRS990/Form990PartVIISectionAGrp/PersonNm5RICHARD MAJERCIK
IRS990/Form990PartVIISectionAGrp/PersonNm6GEORGE ACQUAAH-MENSAH
IRS990/Form990PartVIISectionAGrp/PersonNm7FRANK WHITE
IRS990/Form990PartVIISectionAGrp/PersonNm8GREGORY BAZINET
IRS990/Form990PartVIISectionAGrp/PersonNm9BARBARA O'BRIEN
IRS990/Form990PartVIISectionAGrp/PersonNm10EVELYN GROVESTEEN
IRS990/Form990PartVIISectionAGrp/PersonNm11MICHAEL CAPLETTE
IRS990/Form990PartVIISectionAGrp/PersonNm12GARY GOLDBERG
IRS990/Form990PartVIISectionAGrp/PersonNm13PAUL VIRGADAMO
IRS990/Form990PartVIISectionAGrp/PersonNm14ELISABETH PRINCE
IRS990/Form990PartVIISectionAGrp/PersonNm15JULIE SHAW
IRS990/Form990PartVIISectionAGrp/PersonNm16RUTH PELLEGRINO
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14175707
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16100982
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
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/TitleTxt14CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt15CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt16FORMER CHIEF FINANCIAL OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01977
IRS990/FormerOfcrEmployeesListedInd01
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
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IRS990/GamingActivitiesInd00
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt035833956
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt081326
IRS990/InformationTechnologyGrp/ProgramServicesAmt0405288
IRS990/InformationTechnologyGrp/TotalAmt0486614
IRS990/InsuranceGrp/ManagementAndGeneralAmt093020
IRS990/InsuranceGrp/ProgramServicesAmt030153
IRS990/InsuranceGrp/TotalAmt0123173
IRS990/InterestGrp/ManagementAndGeneralAmt063259
IRS990/InterestGrp/TotalAmt063259
IRS990/InvestmentIncomeGrp/ExclusionAmt0256780
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IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0125000
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0125000
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IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt01455139
IRS990/LandBldgEquipCostOrOtherBssAmt05999229
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IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TRI-VALLEY, INC. IS 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.
IRS990/MoreThan5000KToIndividualsInd00
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IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01491918
IRS990/NetAssetsOrFundBalancesBOYAmt010250566
IRS990/NetAssetsOrFundBalancesEOYAmt010500723
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IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt010233257
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt010490967
IRS990/NoncashContributionsAmt050346
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0261146
IRS990/OccupancyGrp/ProgramServicesAmt0103088
IRS990/OccupancyGrp/TotalAmt0364234
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0353745
IRS990/OtherAssetsTotalGrp/EOYAmt0387642
IRS990/OtherChangesInNetAssetsAmt0-56580
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0199575
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01645775
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01845350
IRS990/OtherExpensesGrp/Desc0CONTRACTED SERVICES
IRS990/OtherExpensesGrp/Desc1CLIENT MEALS
IRS990/OtherExpensesGrp/Desc2CLIENT ASSISTANCE
IRS990/OtherExpensesGrp/Desc3BAD DEBT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt015957
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11484
IRS990/OtherExpensesGrp/ProgramServicesAmt017797776
IRS990/OtherExpensesGrp/ProgramServicesAmt11536051
IRS990/OtherExpensesGrp/ProgramServicesAmt2468887
IRS990/OtherExpensesGrp/ProgramServicesAmt3195149
IRS990/OtherExpensesGrp/TotalAmt017797776
IRS990/OtherExpensesGrp/TotalAmt11552008
IRS990/OtherExpensesGrp/TotalAmt2468887
IRS990/OtherExpensesGrp/TotalAmt3196633
IRS990/OtherLiabilitiesGrp/BOYAmt0353745
IRS990/OtherLiabilitiesGrp/EOYAmt0387642
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01043631
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt08360803
IRS990/OtherSalariesAndWagesGrp/TotalAmt09404434
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0149972
IRS990/PayrollTaxesGrp/ProgramServicesAmt0694521
IRS990/PayrollTaxesGrp/TotalAmt0844493
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt074046
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0345521
IRS990/PensionPlanContributionsGrp/TotalAmt0419567
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt05733768
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IRS990/PrincipalOfficerNm0ELISABETH PRINCE
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IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt012823056
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt012823056
IRS990/ProgSrvcAccomActy2Grp/Desc0ADULT FAMILY CARE AND PERSONAL CARE ATTENDANTS - PROVIDES FAMILY LIVING AS AN ALTERNATIVE TO INSTITUTIONAL CARE. THE PROGRAM MATCHES PARTICIPANTS WITH CAREGIVERS WHO PROVIDE 24-HOUR SUPPORT IN THEIR HOMES OR ALLOWS CONSUMERS TO SELECT, TRAIN AND EMPLOY THEIR OWN CAREGIVERS WITH SUPPORT FROM SOCIAL WORKERS AND NURSING STAFF.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt06363359
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt06686211
IRS990/ProgSrvcAccomActy3Grp/Desc0SENIOR CARE OPTIONS - COMBINES HEALTH SERVICE FEE WITH SOCIAL SUPPORT SERVICES BY COORDINATING CARE AND SPECIALIZED GERIATRIC SUPPORT SERVICES, ALONG WITH RESPITE CARE FOR FAMILIES AND CAREGIVERS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt04683315
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt05325172
IRS990/ProgSrvcAccomActyOtherGrp/Desc0NUTRITION AND SUPPORT - INCLUDES HOME-DELIVERED MEALS TO INDIVIDUALS WHO ARE UNABLE TO LEAVE THEIR HOMES WITHOUT DIFFICULTY; COMMUNITY DINING CENTERS WHICH CREATE AN OPPORTUNITY FOR INDIVIDUALS 60 YEARS AND OLDER AN OPPORTUNITY FOR SOCIALIZING WHILE ENJOYING A NUTRITIOUS LUNCH; AND EMERGENCY FOOD PANTRY SERVICES.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1PROTECTIVE SERVICES - INVESTIGATES AND RESOLVES ALLEGATIONS OF ELDER ABUSE INCLUDING PHYSICAL, EMOTIONAL, SEXUAL, FINANCIAL EXPLOITATION, NEGLECT OR SELF NEGLECT.
IRS990/ProgSrvcAccomActyOtherGrp/Desc2OTHER PROGRAMS - INCLUDE: CARE TRANSITIONS WHICH HELP OLDER AND DISABLED ADULTS TRANSITION FROM THE HOSPITAL OR REHAB SETTING TO HOME; CONGEGRATE HOUSING WHICH IS A LOW-COST SHARED LIVING EXPERIENCE IN A HOME-LIKE ENVIRONMENT THAT IS IDEAL FOR ELDERS AND YOUNGER DISABLED PEOPLE WHO ARE LOOKING FOR SOCIALIZATION AND INDEPENDENT LIVING; ELDER MENTAL HEALTH OUTREACH WHICH INCREASES BEHAVIORAL HEALTH SUPPORT IN UNDERSERVED COMMUNITIES; AND MONEY MANAGEMENT WHICH MATCHES TRAINED, INSURED AND SUPERVISED VOLUNTEERS WITH ELDERS WHO NEED HELP BALANCING THE CHECKING ACCOUNT, SETTING UP A BUDGET, WRITING CHECKS AND SORTING MAIL. OTHER SERVICES ARE PROVIDED TO INDIVIDUALS THROUGH SEVERAL DIFFERENT PROGRAMS WHICH ARE OPERATED IN CONJUNCTION WITH OTHER AGENCIES; PROGRAMS WHICH ARE NOT DIRECTLY STATE SUPPORTED EFFORTS; AND, PROGRAMS WHICH ARE DESIGNED TO MEET SPECIFIC COMMUNITY/ INDIVIDUAL NEEDS.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt02668156
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt11257231
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt22190792
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt0256994
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt021091175
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IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0303388
IRS990/PYOtherExpensesAmt020561353
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt011872581
IRS990/PYRevenuesLessExpensesAmt0600392
IRS990/PYSalariesCompEmpBnftPaidAmt012105399
IRS990/PYTotalExpensesAmt032666752
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt033267144
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0306737
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing 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
2021Summary only. Only limited summary data is available for this year.$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. 2025 filings • 501(c)3 • $25M-$50M nonprofits