Civic Intelligence

Valley Cares Inc.

990 • Fiscal year 2016 • EIN 20-1980713

Oct 01, 2015 to Sep 30, 2016 • Filed on Jan 19, 2017

Organization ProfileVALLEYCARES.ORG
PO Box 341Townshend, VT 05353

(802) 348-7777

Siviq Scores

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

Liabilities / Assets

79th percentile

0.50x

Higher debt load relative to assets than 79% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

79th percentile

0.58x

Higher debt load relative to revenue than 79% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

64th percentile

7.3%

Higher net margin than 64% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

59th percentile

3.9%

Faster asset growth than 59% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

55th percentile

4.9%

Faster revenue growth than 55% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$2,413,243

Up $89,967 (+3.9%) from 2015

Net Assets

Up

$1,194,951

Up $154,420 (+15%) from 2015

Liabilities

Down

$1,218,292

Down $64,453 (-5.0%) from 2015

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin64th percentile

Revenue

Up

$2,108,523

Up $97,798 (+4.9%) from 2015

Expenses

Up

$1,954,103

Up $90,852 (+4.9%) from 2015

Net Income

Up

$154,420

Up $6,946 (+4.7%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,268,612Liabilities 2010: $941,373Net Assets 2010: $327,2392010Assets 2011: $1,443,024Liabilities 2011: $901,383Net Assets 2011: $541,6412011Assets 2012: $1,850,116Liabilities 2012: $1,106,444Net Assets 2012: $743,6722012Assets 2013: $1,993,346Liabilities 2013: $1,196,902Net Assets 2013: $796,4442013Assets 2014: $2,159,061Liabilities 2014: $1,254,916Net Assets 2014: $904,1452014Assets 2015: $2,323,276Liabilities 2015: $1,282,745Net Assets 2015: $1,040,5312015Assets 2016: $2,413,243Liabilities 2016: $1,218,292Net Assets 2016: $1,194,9512016Assets 2017: $2,440,993Liabilities 2017: $1,149,782Net Assets 2017: $1,291,2112017Assets 2018: $2,348,028Liabilities 2018: $1,148,603Net Assets 2018: $1,199,4252018Assets 2019: $2,219,868Liabilities 2019: $1,127,095Net Assets 2019: $1,092,7732019Assets 2020: $2,405,242Liabilities 2020: $1,435,057Net Assets 2020: $970,1852020Assets 2021: $2,265,207Liabilities 2021: $1,372,311Net Assets 2021: $892,8962021Assets 2022: $2,466,364Liabilities 2022: $1,346,086Net Assets 2022: $1,120,2782022Assets 2023: $2,382,842Liabilities 2023: $1,288,085Net Assets 2023: $1,094,7572023Assets 2024: $2,577,657Liabilities 2024: $1,147,705Net Assets 2024: $1,429,9522024

Highlighted filing

2016

Assets$2,413,243
Liabilities$1,218,292
Net Assets$1,194,951
Open 2016 Filing

Operations Trend

Revenue Growth55th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $827,5402010Revenue 2011: $1,151,875Expenses 2011: $937,473Net Income 2011: $214,4022011Expenses 2012: $1,044,3592012Expenses 2013: $918,8252013Revenue 2014: $1,763,674Expenses 2014: $1,655,275Net Income 2014: $108,3992014Revenue 2015: $2,010,725Expenses 2015: $1,863,251Net Income 2015: $147,4742015Revenue 2016: $2,108,523Expenses 2016: $1,954,103Net Income 2016: $154,4202016Revenue 2017: $2,026,455Expenses 2017: $1,930,195Net Income 2017: $96,2602017Revenue 2018: $2,001,949Expenses 2018: $2,093,735Net Income 2018: -$91,7862018Revenue 2019: $2,054,265Expenses 2019: $2,160,917Net Income 2019: -$106,6522019Revenue 2020: $2,275,015Expenses 2020: $2,397,603Net Income 2020: -$122,5882020Revenue 2021: $2,407,933Expenses 2021: $2,486,003Net Income 2021: -$78,0702021Revenue 2022: $2,543,724Expenses 2022: $2,316,341Net Income 2022: $227,3832022Revenue 2023: $2,131,112Expenses 2023: $2,156,633Net Income 2023: -$25,5212023Revenue 2024: $2,293,209Expenses 2024: $2,082,317Net Income 2024: $210,8922024

Highlighted filing

2016

Revenue$2,108,523
Expenses$1,954,103
Net Income$154,420
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Jan 19, 2017
Return Version
2015v3.0
Gross Receipts
$2,108,523
Mission and Program Overview

Mission

create and provide a continuum of quality affordable housing and eldercare services for the residents of the west river valley and beyond, in cooperation with the community organizations and agencies that serve them.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$1,121,940$1,150,214▲ $28,274
Land, Buildings, and Equipment, Net$417,279$406,203▼ $11,076
Cash and Non-Interest-Bearing Accounts$75,488$187,725▲ $112,237
Accounts Receivable$220,761$168,054▼ $52,707
Savings and Temporary Cash Investments$3,852$0▼ $3,852
Total Assets$2,323,276$2,413,243▲ $89,967
Other Assets Total$483,956$501,047▲ $17,091
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,109,401$1,099,007▼ $10,394
Accounts Payable and Accrued Expenses$144,156$91,831▼ $52,325
Other Liabilities$29,188$27,454▼ $1,734
Total Liabilities$1,282,745$1,218,292▼ $64,453
Net Assets / Fund Balance
Unrestricted Net Assets$840,531$994,951▲ $154,420
Temporarily Rstr Net Assets$200,000$200,000→ $0
Total Net Assets Fund Balance$1,040,531$1,194,951▲ $154,420
Total Liabilities and Net Assets / Fund Balance$2,323,276$2,413,243▲ $89,967

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$333,484$78,196$411,680
Land$58,000-$58,000
Equipment$14,719$7,928$22,647
Other Assets Org$25,890--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
susanne shapiroexecutive directorFT$81,802$81,802

Board Members and Trustees

NameTitle
rick chapinpresident/treasurer
jean albeevice president
gary katzdirector
rob rowelldirector
sally wadsworthdirector
sarah messengerdirector
jessica emersonhospital representative
ruth vanhoutenresident representative
stan adamsresident representative
ann albeesecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$22,600
Program Service Revenue
$2,085,908
Investment Income
$15
Other Revenue
$0
All Other Contributions
$10,776
Change in Net Assets
$154,420
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,034,213
Other Expenses$919,890
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$662,799$116,964-$779,763
Other Employee Benefits$80,335$14,177-$94,512
Current Officers, Directors, Trustees, and Key Employees$16,360$65,442-$81,802
Insurance$69,242--$69,242
Payroll Taxes$53,681$9,473-$63,154
All Other Expenses$49,453$3,780-$53,233
Other Expenses$29,644--$29,644
Office Expenses-$20,545-$20,545
Pension Plan Contributions$12,735$2,247-$14,982
Occupancy$11,204$1,977-$13,181
Depreciation Depletion$12,716--$12,716
Interest$4,134--$4,134
Conferences and Meetings$3,374$595-$3,969
Travel-$3,262-$3,262
Information Technology$2,016$356-$2,372
Fees for Services Accounting$1,730$305-$2,035
Advertising$1,911--$1,911
Fees for Services Legal$38$7-$45
Total Functional Expenses$1,714,973$239,130$0$1,954,103
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
tenant security deposits$27,454
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
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

“the finance director reviews the form 990 with the executive director and finance committee. the finance committee makes recommendations to the board of directors prior to submitting.”

Form 990, Part VI, Section B, line 12C

“members are required to sign a statement annually regarding compliance. this is done at the first meeting after the annual meeting.”

Form 990, Part VI, Section B, line 15A

“the organization does a survey of similar non-profits in vermont. the survey is done both via phone and on-line.”

Form 990, Part VI, Section C, line 19

“governing documents and conflict of interest policy are available to the public upon request. the public is invited to attend board meetings, where financial reports would be shared with the public.”

Filing and Contact Details

Filer

Filer Name
Valley Cares Inc
EIN
20-1980713
Phone
8023487777
Address
PO BOX 341, TOWNSHEND, VT 05353

Signing Officer

Name
susanne shapiro
Title
executive director
Phone
8023487777
Signed
2017-01-19

Organization Details

Principal Officer
susanne shapiro
Formed
2004
Legal Domicile
Vt
Voting Board Members
10
Independent Board Members
10
Employees
35
Volunteers
33

Preparer

Firm
Otis Atwell
Address
324 GANNETT DRIVE, SOUTH PORTLAND, ME 04106
Preparer
Thomas Gioia
Phone
2077801100
Raw XML AppendixShowing 400 of 501 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0144156
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt091831
IRS990/AccountsReceivableGrp/BOYAmt0220761
IRS990/AccountsReceivableGrp/EOYAmt0168054
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0create and provide a continuum of quality affordable housing and eldercare services for the residents of the west river valley and beyond, in cooperation with the community organizations and agencies that serve them.
IRS990/AdvertisingGrp/ProgramServicesAmt01911
IRS990/AdvertisingGrp/TotalAmt01911
IRS990/AllOtherContributionsAmt010776
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt03780
IRS990/AllOtherExpensesGrp/ProgramServicesAmt049453
IRS990/AllOtherExpensesGrp/TotalAmt053233
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0susanne shapiro
IRS990/BooksInCareOfDetail/PhoneNum08023487777
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0po box 341
IRS990/BooksInCareOfDetail/USAddress/CityNm0townshend
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd005353
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt075488
IRS990/CashNonInterestBearingGrp/EOYAmt0187725
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt065442
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt016360
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt081802
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0595
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt03374
IRS990/ConferencesMeetingsGrp/TotalAmt03969
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt022600
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt015
IRS990/CYOtherExpensesAmt0919890
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt02085908
IRS990/CYRevenuesLessExpensesAmt0154420
IRS990/CYSalariesCompEmpBnftPaidAmt01034213
IRS990/CYTotalExpensesAmt01954103
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02108523
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt012716
IRS990/DepreciationDepletionGrp/TotalAmt012716
IRS990/Desc0acting as co-developer, valley cares works toward the development of a special needs senior housing project in townshend, vt for low-income elderly, and provides administrative and management services for the operation of the project.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt035
IRS990/EmploymentTaxReturnsFiledInd00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01714973
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0305
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt01730
IRS990/FeesForServicesAccountingGrp/TotalAmt02035
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt07
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt038
IRS990/FeesForServicesLegalGrp/TotalAmt045
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1040.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0rick chapin
IRS990/Form990PartVIISectionAGrp/PersonNm1jean albee
IRS990/Form990PartVIISectionAGrp/PersonNm2ann albee
IRS990/Form990PartVIISectionAGrp/PersonNm3stan adams
IRS990/Form990PartVIISectionAGrp/PersonNm4ruth vanhouten
IRS990/Form990PartVIISectionAGrp/PersonNm5jessica emerson
IRS990/Form990PartVIISectionAGrp/PersonNm6sally wadsworth
IRS990/Form990PartVIISectionAGrp/PersonNm7gary katz
IRS990/Form990PartVIISectionAGrp/PersonNm8sarah messenger
IRS990/Form990PartVIISectionAGrp/PersonNm9rob rowell
IRS990/Form990PartVIISectionAGrp/PersonNm10susanne shapiro
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1081802
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
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/TitleTxt0president/treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt1vice president
IRS990/Form990PartVIISectionAGrp/TitleTxt2secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3resident representative
IRS990/Form990PartVIISectionAGrp/TitleTxt4resident representative
IRS990/Form990PartVIISectionAGrp/TitleTxt5hospital representative
IRS990/Form990PartVIISectionAGrp/TitleTxt6director
IRS990/Form990PartVIISectionAGrp/TitleTxt7director
IRS990/Form990PartVIISectionAGrp/TitleTxt8director
IRS990/Form990PartVIISectionAGrp/TitleTxt9director
IRS990/Form990PartVIISectionAGrp/TitleTxt10executive director
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02004
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GovernmentGrantsAmt011824
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02108523
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0356
IRS990/InformationTechnologyGrp/ProgramServicesAmt02016
IRS990/InformationTechnologyGrp/TotalAmt02372
IRS990/InsuranceGrp/ProgramServicesAmt069242
IRS990/InsuranceGrp/TotalAmt069242
IRS990/InterestGrp/ProgramServicesAmt04134
IRS990/InterestGrp/TotalAmt04134
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt015
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt015
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt086124
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0417279
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0406203
IRS990/LandBldgEquipCostOrOtherBssAmt0492327
IRS990/LegalDomicileStateCd0VT
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0create and provide a continuum of quality affordable housing and eldercare services for the residents of the west river valley and beyond, in cooperation with the community organizations and agencies that serve them.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt01109401
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt01099007
IRS990/NetAssetsOrFundBalancesBOYAmt01040531
IRS990/NetAssetsOrFundBalancesEOYAmt01194951
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt01977
IRS990/OccupancyGrp/ProgramServicesAmt011204
IRS990/OccupancyGrp/TotalAmt013181
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt020545
IRS990/OfficeExpensesGrp/TotalAmt020545
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0483956
IRS990/OtherAssetsTotalGrp/EOYAmt0501047
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt014177
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt080335
IRS990/OtherEmployeeBenefitsGrp/TotalAmt094512
IRS990/OtherExpensesGrp/Desc0assisted & support meal
IRS990/OtherExpensesGrp/Desc1LEASE FEE
IRS990/OtherExpensesGrp/Desc2RESIDENT RELOCATION
IRS990/OtherExpensesGrp/Desc3SUPPLIES
IRS990/OtherExpensesGrp/ProgramServicesAmt0327144
IRS990/OtherExpensesGrp/ProgramServicesAmt1310803
IRS990/OtherExpensesGrp/ProgramServicesAmt265654
IRS990/OtherExpensesGrp/ProgramServicesAmt329644
IRS990/OtherExpensesGrp/TotalAmt0327144
IRS990/OtherExpensesGrp/TotalAmt1310803
IRS990/OtherExpensesGrp/TotalAmt265654
IRS990/OtherExpensesGrp/TotalAmt329644
IRS990/OtherLiabilitiesGrp/BOYAmt029188
IRS990/OtherLiabilitiesGrp/EOYAmt027454
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0116964
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0662799
IRS990/OtherSalariesAndWagesGrp/TotalAmt0779763
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt01121940
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt01150214
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt09473
IRS990/PayrollTaxesGrp/ProgramServicesAmt053681
IRS990/PayrollTaxesGrp/TotalAmt063154
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02247
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt012735
IRS990/PensionPlanContributionsGrp/TotalAmt014982
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0susanne shapiro
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0531110
IRS990/ProgramServiceRevenueGrp/BusinessCd1531110
IRS990/ProgramServiceRevenueGrp/BusinessCd2531110
IRS990/ProgramServiceRevenueGrp/BusinessCd3531110
IRS990/ProgramServiceRevenueGrp/BusinessCd4531110
IRS990/ProgramServiceRevenueGrp/Desc0resident care/meals
IRS990/ProgramServiceRevenueGrp/Desc1rental income
IRS990/ProgramServiceRevenueGrp/Desc2insurance settlment
IRS990/ProgramServiceRevenueGrp/Desc3low-income housing adm
IRS990/ProgramServiceRevenueGrp/Desc4admission/homemaker fe
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01480052
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1338746
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2140035
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3115627
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt411448
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01480052
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1338746
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2140035
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3115627
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt411448
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt027175
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt015
IRS990/PYOtherExpensesAmt0867922
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01983535
IRS990/PYRevenuesLessExpensesAmt0147474
IRS990/PYSalariesCompEmpBnftPaidAmt0995329
IRS990/PYTotalExpensesAmt01863251
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02010725
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0154420
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02085923
IRS990/SavingsAndTempCashInvstGrp/BOYAmt03852
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt022600
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt027175
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0104368
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0144902
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0255603
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0554648
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt015
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt015
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01590
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt08724
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04389
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt014733
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt07366623
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0602
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0602
IRS990ScheduleA/PrivateFoundation170Ind0X
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.08290
IRS990ScheduleA/PublicSupportPY170Pct00.11230
IRS990ScheduleA/PublicSupportTotal170Amt047274
IRS990ScheduleA/SubstantialContributorsTotAmt0507374
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt022600
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt027175
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0104368
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0144902
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0255603
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0554648
IRS990ScheduleA/TotalSupportAmt0569983
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt0333484
IRS990ScheduleD/BuildingsGrp/DepreciationAmt078196
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0411680
IRS990ScheduleD/EquipmentGrp/BookValueAmt014719
IRS990ScheduleD/EquipmentGrp/DepreciationAmt07928
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt022647
IRS990ScheduleD/LandGrp/BookValueAmt058000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt058000
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt046
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1475111
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt225890
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0loan fees
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1partnership interests
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2security deposits
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt027454
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0tenant security deposits
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0406203
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0501047
IRS990ScheduleD/TotalLiabilityAmt027454
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0the finance director reviews the form 990 with the executive director and finance committee. the finance committee makes recommendations to the board of directors prior to submitting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1members are required to sign a statement annually regarding compliance. this is done at the first meeting after the annual meeting.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2the organization does a survey of similar non-profits in vermont. the survey is done both via phone and on-line.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3governing documents and conflict of interest policy are available to the public upon request. the public is invited to attend board meetings, where financial reports would be shared with the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd10
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/DisproportionateAllocationsInd20
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN0205511186
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN1205689438
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/EIN2371697483
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd00
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd10
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/GeneralOrManagingPartnerInd20
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd0VT
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd1VT
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/LegalDomicileStateCd2VT
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PredominantIncomeTypeTxt0RELATED
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PredominantIncomeTypeTxt1RELATED
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PredominantIncomeTypeTxt2rELATED
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt0AFFORDABLE HOUSING
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt1AFFORDABLE HOUSING
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/PrimaryActivitiesTxt2aFFORDABLE HOUSING
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0WEST RIVER VALLEY HOUSING LIMITED PARTNERSHIP
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt1WEST RIVER VALLEY ASSISTED LIMITED PARTNERSHIP
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt2west river valley supportive limited partnership
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt0100 BANK STREET
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt1100 BANK STREET
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/AddressLine1Txt2100 BANK STREET
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm0BURLINGTON
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm1BURLINGTON
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/USAddress/CityNm2bURLINGTON

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$2,413,243
Liabilities
$1,218,292
Net assets
$1,194,951
Revenue
$2,108,523
Expenses
$1,954,103
Net income
$154,420
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.58$1.15$1.43$2.29$2.08$0.21
2023Detailed filing. Detailed filing data is available for this year.$2.38$1.29$1.09$2.13$2.16$0.03
2022Detailed filing. Detailed filing data is available for this year.$2.47$1.35$1.12$2.54$2.32$0.23
2021Detailed filing. Detailed filing data is available for this year.$2.27$1.37$0.89$2.41$2.49$0.08
2020Detailed filing. Detailed filing data is available for this year.$2.41$1.44$0.97$2.28$2.40$0.12
2019Detailed filing. Detailed filing data is available for this year.$2.22$1.13$1.09$2.05$2.16$0.11
2018Detailed filing. Detailed filing data is available for this year.$2.35$1.15$1.20$2.00$2.09$0.09
2017Detailed filing. Detailed filing data is available for this year.$2.44$1.15$1.29$2.03$1.93$0.10
2016Detailed filing. Detailed filing data is available for this year.$2.41$1.22$1.19$2.11$1.95$0.15
2015Detailed filing. Detailed filing data is available for this year.$2.32$1.28$1.04$2.01$1.86$0.15
2014Detailed filing. Detailed filing data is available for this year.$2.16$1.25$0.90$1.76$1.66$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.99$1.20$0.80$0.92
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.85$1.11$0.74$1.04
2011Summary only. Only limited summary data is available for this year.$1.44$0.90$0.54$1.15$0.94$0.21
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.27$0.94$0.33$0.83