Civic Intelligence

Upper Valley Helpsource Inc.

990 • Fiscal year 2015 • EIN 20-2220134

Jan 01, 2015 to Dec 31, 2015 • Filed on May 13, 2016

Organization ProfileN/A
1809 WalkerAlice, TX 78332

(361) 701-2270

Siviq Scores

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

Liabilities / Assets

99th percentile

4.91x

Higher debt load relative to assets than 99% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

76th percentile

0.25x

Higher debt load relative to revenue than 76% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

40th percentile

0.1%

Higher net margin than 40% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

98th percentile

388%

Faster asset growth than 98% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

82nd percentile

34%

Faster revenue growth than 82% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets99th percentile

Assets

Up

$48,467

Up $38,538 (+388%) from 2014

Net Assets

Up

-$189,565

Up $776 (+0.4%) from 2014

Liabilities

Up

$238,032

Up $37,762 (+19%) from 2014

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin40th percentile

Revenue

Up

$956,690

Up $244,194 (+34%) from 2014

Expenses

Up

$955,914

Up $60,824 (+6.8%) from 2014

Net Income

Up

$776

Up $183,370 (+100%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$400K$200K$0-$200K-$400KAssets 2011: $32,676Liabilities 2011: $31,525Net Assets 2011: $1,1512011Assets 2012: $19,842Liabilities 2012: $11,267Net Assets 2012: $8,5752012Assets 2013: $37,353Liabilities 2013: $45,100Net Assets 2013: -$7,7472013Assets 2014: $9,929Liabilities 2014: $200,270Net Assets 2014: -$190,3412014Assets 2015: $48,467Liabilities 2015: $238,032Net Assets 2015: -$189,5652015Assets 2016: $4,804Liabilities 2016: $247,558Net Assets 2016: -$242,7542016Assets 2017: $25,886Liabilities 2017: $219,125Net Assets 2017: -$193,2392017Assets 2018: $21,676Liabilities 2018: $238,016Net Assets 2018: -$216,3402018Assets 2019: $21,676Liabilities 2019: $238,016Net Assets 2019: -$216,3402019Assets 2020: $90,426Liabilities 2020: $372,601Net Assets 2020: -$282,1752020Assets 2021: $44,161Liabilities 2021: $297,234Net Assets 2021: -$253,0732021Assets 2022: $39,650Liabilities 2022: $272,021Net Assets 2022: -$232,3712022Assets 2023: $29,464Liabilities 2023: $278,452Net Assets 2023: -$248,9882023Assets 2024: $28,384Liabilities 2024: $302,463Net Assets 2024: -$274,0792024

Highlighted filing

2015

Assets$48,467
Liabilities$238,032
Net Assets-$189,565
Open 2015 Filing

Operations Trend

Revenue Growth82nd percentile

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

$1.0M$500K$0-$500KRevenue 2011: $546,087Expenses 2011: $522,293Net Income 2011: $23,7942011Revenue 2012: $763,630Expenses 2012: $756,206Net Income 2012: $7,4242012Revenue 2013: $709,854Expenses 2013: $726,173Net Income 2013: -$16,3192013Revenue 2014: $712,496Expenses 2014: $895,090Net Income 2014: -$182,5942014Revenue 2015: $956,690Expenses 2015: $955,914Net Income 2015: $7762015Revenue 2016: $458,840Expenses 2016: $512,027Net Income 2016: -$53,1872016Revenue 2017: $524,413Expenses 2017: $474,895Net Income 2017: $49,5182017Revenue 2018: $416,062Expenses 2018: $439,163Net Income 2018: -$23,1012018Revenue 2019: $416,062Expenses 2019: $439,163Net Income 2019: -$23,1012019Revenue 2020: $696,902Expenses 2020: $736,143Net Income 2020: -$39,2412020Revenue 2021: $550,781Expenses 2021: $623,670Net Income 2021: -$72,8892021Revenue 2022: $733,279Expenses 2022: $712,575Net Income 2022: $20,7042022Revenue 2023: $387,973Expenses 2023: $433,791Net Income 2023: -$45,8182023Revenue 2024: $61,675Expenses 2024: $102,233Net Income 2024: -$40,5582024

Highlighted filing

2015

Revenue$956,690
Expenses$955,914
Net Income$776
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 13, 2016
Return Version
2015v2.1
Gross Receipts
$956,690
Mission and Program Overview

Mission

Counsel and train minority individuals suffering from disabling diseases, illnesses or addictions to assist in their treatment and rehabilitation to allow them to become productive members

Counsel and train minority individuals suffering from disablind diseases, illnesses or addictions to assist in their treatment and rehabilitation to allow them to become productive members of society with gainful meaningful employment

Balance Sheet Detail
LineBeginningEndChange
Assets
Loans From Officers Directors$125,078$203,934▲ $78,856
Cash and Non-Interest-Bearing Accounts$6,180$45,789▲ $39,609
Land, Buildings, and Equipment, Net$3,749$2,678▼ $1,071
Cap Stk Tr Prin Current Funds$1,000$1,000→ $0
Rtn Earn Endowment Incm Other Fnds$-191,341$-190,565▲ $776
Total Assets$9,929$48,467▲ $38,538
Liabilities
Mortgage Notes Payable Secured by Investment Property$72,802$24,727▼ $48,075
Accounts Payable and Accrued Expenses$2,390$9,371▲ $6,981
Total Liabilities$200,270$238,032▲ $37,762
Net Assets / Fund Balance
Total Net Assets Fund Balance$-190,341$-189,565▲ $776
Total Liabilities and Net Assets / Fund Balance$9,929$48,467▲ $38,538

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,678$15,327-
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Byron BlairDirector
John DunnDirector
William Acker JrPres
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$956,690
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$776
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$610,998
Salaries, Compensation, and Employee Benefits$344,916
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$447,011$0$0$447,011
Other Salaries and Wages$298,411$0$0$298,411
Insurance$56,676$0$0$56,676
Payroll Taxes$46,505$0$0$46,505
Interest$12,404$0$0$12,404
Travel$10,000$0$0$10,000
Fees for Services Accounting$5,250$0$0$5,250
Occupancy$4,049$0$0$4,049
Office Expenses$1,190$0$0$1,190
Other Expenses$1,127$0$0$1,127
Depreciation Depletion$1,071$0$0$1,071
Total Functional Expenses$955,914$0$0$955,914
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
William Acker Jrrekca IncManagementEquipment LeasingYes$55,141

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$125,078$203,934▲ $78,856
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with family members
No
Business relationship with organization members
Yes
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
Filing and Contact Details

Filer

Filer Name
Upper Valley Helpsource Inc
EIN
20-2220134
Phone
3617012270
Address
1809 WALKER, ALICE, TX 78332

Signing Officer

Name
William Acker
Title
President
Phone
3617012270
Signed
2016-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Acker Jr
Formed
2006
Legal Domicile
TX
Voting Board Members
3
Independent Board Members
2
Employees
34
Volunteers
0

Preparer

Firm
Byron W Blair Pc
Address
P O BOX 211, ALICE, TX 78333
Preparer
Byron W Blair
Phone
3616646541
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Open review at board meetings”

Pt VI, Line 12C

“Open discussion at board meetings”

Pt VI, Line 15A

“REVIEW BY BOARD MEMBERS”

Pt VI, Line 15B

“REVIEW BY BOARD MEMBERS”

Form 990, Part IX, Line 24F

“Incidental repairs 74948. 74948. Clean up 21281. 21281. Fuel 293007. 293007. Equipment lease 55141. 55141. Auto taxes 600. 600. Miscellaneous 2034. 2034.”

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IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd1false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd1X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0OPERATIONS
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt1OPERATIONS
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt04500
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt116775
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0BILL ACKER JR
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0AFFILIATE
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt1AFFILIATE
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd1true
IRS990ScheduleL/TotalBalanceDueAmt0203934
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OPEN REVIEW AT BOARD MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OPEN DISCUSSION AT BOARD MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2REVIEW BY BOARD MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REVIEW BY BOARD MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4INCIDENTAL REPAIRS 74948. 74948. CLEAN UP 21281. 21281. FUEL 293007. 293007. EQUIPMENT LEASE 55141. 55141. AUTO TAXES 600. 600. MISCELLANEOUS 2034. 2034.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt VI, Line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24f
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0TX
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt09929
IRS990/TotalAssetsEOYAmt048467
IRS990/TotalAssetsGrp/BOYAmt09929
IRS990/TotalAssetsGrp/EOYAmt048467
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt034
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0955914
IRS990/TotalFunctionalExpensesGrp/TotalAmt0955914
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0200270
IRS990/TotalLiabilitiesEOYAmt0238032
IRS990/TotalLiabilitiesGrp/BOYAmt0200270
IRS990/TotalLiabilitiesGrp/EOYAmt0238032
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-190341
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-189565
IRS990/TotalProgramServiceExpensesAmt0955914
IRS990/TotalProgramServiceRevenueAmt0956690
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0956690
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0956690
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt09929
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt048467
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/FundraisingAmt00
IRS990/TravelGrp/ManagementAndGeneralAmt00
IRS990/TravelGrp/ProgramServicesAmt010000
IRS990/TravelGrp/TotalAmt010000
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01809 WALKER
IRS990/USAddress/CityNm0ALICE
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd078332
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM ACKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03617012270
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPPER VALLEY HELPSOURCE INC
ReturnHeader/Filer/BusinessNameControlTxt0UPPE
ReturnHeader/Filer/EIN0202220134
ReturnHeader/Filer/PhoneNum03617012270
ReturnHeader/Filer/USAddress/AddressLine1Txt01809 WALKER
ReturnHeader/Filer/USAddress/CityNm0ALICE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd078332
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BYRON W BLAIR PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O BOX 211
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ALICE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd078333
ReturnHeader/PreparerPersonGrp/PhoneNum03616646541
ReturnHeader/PreparerPersonGrp/PreparationDt02016-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BYRON W BLAIR
ReturnHeader/ReturnTs02016-05-13T10:27:17-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$48,467
Liabilities
$238,032
Net assets
-$189,565
Revenue
$956,690
Expenses
$955,914
Net income
$776
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.28$3.02$2.74$0.62$1.02$0.41
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.29$2.78$2.49$3.88$4.34$0.46
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.40$2.72$2.32$7.33$7.13$0.21
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.44$2.97$2.53$5.51$6.24$0.73
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.90$3.73$2.82$6.97$7.36$0.39
2019Summary only. Only limited summary data is available for this year.$0.22$2.38$2.16$4.16$4.39$0.23
2018Summary only. Only limited summary data is available for this year.$0.22$2.38$2.16$4.16$4.39$0.23
2017Summary only. Only limited summary data is available for this year.$0.26$2.19$1.93$5.24$4.75$0.50
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.05$2.48$2.43$4.59$5.12$0.53
2015Detailed filing. Detailed filing data is available for this year.$0.48$2.38$1.90$9.57$9.56$0.01
2014Summary only. Only limited summary data is available for this year.$0.10$2.00$1.90$7.12$8.95$1.83
2013Summary only. Only limited summary data is available for this year.$0.37$0.45$0.08$7.10$7.26$0.16
2012Summary only. Only limited summary data is available for this year.$0.20$0.11$0.09$7.64$7.56$0.07
2011Summary only. Only limited summary data is available for this year.$0.33$0.32$0.01$5.46$5.22$0.24
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • $500k-$1M nonprofits