Civic Intelligence

Upper Valley Helpsource Inc.

990 • Fiscal year 2016 • EIN 20-2220134

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 06, 2017

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

100th percentile

51.53x

Higher debt load relative to assets than 100% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

93rd percentile

0.54x

Higher debt load relative to revenue than 93% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

22nd percentile

-12%

Higher net margin than 22% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

3rd percentile

-90%

Faster asset growth than 3% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

9th percentile

-52%

Faster revenue growth than 9% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets100th percentile

Assets

Down

$4,804

Down $43,663 (-90%) from 2015

Net Assets

Down

-$242,754

Down $53,189 (-28%) from 2015

Liabilities

Up

$247,558

Up $9,526 (+4.0%) from 2015

Revenue And Expenses
Liabilities / Revenue93rd percentileNet Margin22nd percentile

Revenue

Down

$458,840

Down $497,850 (-52%) from 2015

Expenses

Down

$512,027

Down $443,887 (-46%) from 2015

Net Income

Down

-$53,187

Down $53,963 (-6954%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth3rd 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

2016

Assets$4,804
Liabilities$247,558
Net Assets-$242,754
Open 2016 Filing

Operations Trend

Revenue Growth9th 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

2016

Revenue$458,840
Expenses$512,027
Net Income-$53,187
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 6, 2017
Return Version
2016v3.0
Gross Receipts
$458,840
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$203,934$191,019▼ $12,915
Cash and Non-Interest-Bearing Accounts$45,789$3,197▼ $42,592
Land, Buildings, and Equipment, Net$2,678$1,607▼ $1,071
Cap Stk Tr Prin Current Funds$1,000$1,000→ $0
Rtn Earn Endowment Incm Other Fnds$-190,565$-243,754▼ $53,189
Total Assets$48,467$4,804▼ $43,663
Liabilities
Mortgage Notes Payable Secured by Investment Property$24,727$53,369▲ $28,642
Accounts Payable and Accrued Expenses$9,371$3,170▼ $6,201
Total Liabilities$238,032$247,558▲ $9,526
Net Assets / Fund Balance
Total Net Assets Fund Balance$-189,565$-242,754▼ $53,189
Total Liabilities and Net Assets / Fund Balance$48,467$4,804▼ $43,663

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,607$16,398-
Compensation and Service Providers
Top Officer Pay75th 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
$455,775
Investment Income
$0
Other Revenue
$3,065
Change in Net Assets
$-53,187
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$366,200
Salaries, Compensation, and Employee Benefits$145,827
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$299,090$0$0$299,090
Other Salaries and Wages$126,458$0$0$126,458
Insurance$37,065$0$0$37,065
Payroll Taxes$19,369$0$0$19,369
Interest$8,404$0$0$8,404
Other Expenses$3,293$0$0$3,293
Occupancy$3,214$0$0$3,214
Depreciation Depletion$1,071$0$0$1,071
Office Expenses$631$0$0$631
Total Functional Expenses$512,027$0$0$512,027
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$64,808

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$203,934$191,019▼ $12,915
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
2017-04-06
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
24
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 24E

“Incidental repairs 41916. 41916. 0. 0.”

Form 990, Part IX, Line 24E

“Clean up 19763. 19763. 0. 0.”

Form 990, Part IX, Line 24E

“Fuel 141940. 141940. 0. 0.”

Form 990, Part IX, Line 24E

“Equipment lease 64808. 64808. 0. 0.”

Form 990, Part IX, Line 24E

“Day labor 27863. 27863. 0. 0.”

Form 990, Part IX, Line 24E

“Miscellaneous 2410. 2410. 0. 0.”

Form 990, Part IX, Line 24E

“Safety signs 390. 390. 0. 0.”

Raw XML Appendix390 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/AccountantCompileOrReviewInd0true
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt09371
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt03170
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0COUNSEL 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
IRS990/AllOtherExpensesGrp/FundraisingAmt00
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/AllOtherExpensesGrp/ProgramServicesAmt0299090
IRS990/AllOtherExpensesGrp/TotalAmt0299090
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0BILL ACKER JR
IRS990/BooksInCareOfDetail/PhoneNum03616686818
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01809 WALKER
IRS990/BooksInCareOfDetail/USAddress/CityNm0ALICE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd078332
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0true
IRS990/BusinessRlnWithOrgMemInd0true
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt01000
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt01000
IRS990/CashNonInterestBearingGrp/BOYAmt045789
IRS990/CashNonInterestBearingGrp/EOYAmt03197
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0366200
IRS990/CYOtherRevenueAmt03065
IRS990/CYProgramServiceRevenueAmt0455775
IRS990/CYRevenuesLessExpensesAmt0-53187
IRS990/CYSalariesCompEmpBnftPaidAmt0145827
IRS990/CYTotalExpensesAmt0512027
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0458840
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/FundraisingAmt00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt01071
IRS990/DepreciationDepletionGrp/TotalAmt01071
IRS990/Desc0TO COUNSEL, ADVISE, TRAIN AND EMPLOY MINORITY INDIVIDUALS WHO ARE SUFFERING FROM DISABLING DISEASES, ILLNESSES OR ADDICTIONS IN ORDER TO ASSIST IN THE TREATMENT AND REHABILITATION OF THESE INDIVIDUALS TO ALLOW THEM TO BECOME PRODUCTIVE MEMBERS OF SOCIETY WITH GAINFUL MEANINGFUL EMPLOYMENT
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt024
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0512027
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0WILLIAM ACKER JR
IRS990/Form990PartVIISectionAGrp/PersonNm1JOHN DUNN
IRS990/Form990PartVIISectionAGrp/PersonNm2BYRON BLAIR
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRES
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02006
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0458840
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt02
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt00
IRS990/InsuranceGrp/ProgramServicesAmt037065
IRS990/InsuranceGrp/TotalAmt037065
IRS990/InterestGrp/FundraisingAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt00
IRS990/InterestGrp/ProgramServicesAmt08404
IRS990/InterestGrp/TotalAmt08404
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt016398
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02678
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01607
IRS990/LandBldgEquipCostOrOtherBssAmt018005
IRS990/LegalDomicileStateCd0TX
IRS990/LoanOutstandingInd0true
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt0203934
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt0191019
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0COUNSEL AND TRAIN MINORITY INDIVIDUALS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt024727
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt053369
IRS990/NetAssetsOrFundBalancesBOYAmt0-189565
IRS990/NetAssetsOrFundBalancesEOYAmt0-242754
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt03214
IRS990/OccupancyGrp/TotalAmt03214
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt00
IRS990/OfficeExpensesGrp/ProgramServicesAmt0631
IRS990/OfficeExpensesGrp/TotalAmt0631
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-2
IRS990/OtherExpensesGrp/Desc0AUTO EXPENSES
IRS990/OtherExpensesGrp/Desc1BANK CHARGES
IRS990/OtherExpensesGrp/Desc2CHRISTMAS BONUS
IRS990/OtherExpensesGrp/Desc3DAMAGES
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt012302
IRS990/OtherExpensesGrp/ProgramServicesAmt1105
IRS990/OtherExpensesGrp/ProgramServicesAmt21025
IRS990/OtherExpensesGrp/ProgramServicesAmt33293
IRS990/OtherExpensesGrp/TotalAmt012302
IRS990/OtherExpensesGrp/TotalAmt1105
IRS990/OtherExpensesGrp/TotalAmt21025
IRS990/OtherExpensesGrp/TotalAmt33293
IRS990/OtherRevenueMiscGrp/BusinessCd0561730
IRS990/OtherRevenueMiscGrp/BusinessCd1561730
IRS990/OtherRevenueMiscGrp/Desc0ASSET TRANSACTIONS
IRS990/OtherRevenueMiscGrp/Desc1EXPENSE REIMBURSE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt02845
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1220
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02845
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1220
IRS990/OtherRevenueTotalAmt03065
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0126458
IRS990/OtherSalariesAndWagesGrp/TotalAmt0126458
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt00
IRS990/PayrollTaxesGrp/ProgramServicesAmt019369
IRS990/PayrollTaxesGrp/TotalAmt019369
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0WILLIAM ACKER JR
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0561730
IRS990/ProgramServiceRevenueGrp/Desc0SALES
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0455775
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYOtherExpensesAmt0610998
IRS990/PYProgramServiceRevenueAmt0956690
IRS990/PYRevenuesLessExpensesAmt0776
IRS990/PYSalariesCompEmpBnftPaidAmt0344916
IRS990/PYTotalExpensesAmt0955914
IRS990/PYTotalRevenueAmt0956690
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-53187
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt0455775
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0-190565
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0-243754
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0956690
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0712496
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0709854
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0763630
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt03142670
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt03142670
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0956690
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0712496
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0709854
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0763630
IRS990ScheduleA/Total509Grp/TotalAmt03142670
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt03142670
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt01607
IRS990ScheduleD/EquipmentGrp/DepreciationAmt016398
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt018005
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01607
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0WILLIAM ACKER JRREKCA INC
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0MANAGEMENT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0true
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt064808
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0EQUIPMENT LEASING
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt0101900
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt189119
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd1true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BusinessName/BusinessNameLine1Txt0REKCA INC
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/TotalBalanceDueAmt0191019
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 41916. 41916. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CLEAN UP 19763. 19763. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6FUEL 141940. 141940. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7EQUIPMENT LEASE 64808. 64808. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DAY LABOR 27863. 27863. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9MISCELLANEOUS 2410. 2410. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10SAFETY SIGNS 390. 390. 0. 0.
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 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0TX
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt048467
IRS990/TotalAssetsEOYAmt04804
IRS990/TotalAssetsGrp/BOYAmt048467
IRS990/TotalAssetsGrp/EOYAmt04804
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt024
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0512027
IRS990/TotalFunctionalExpensesGrp/TotalAmt0512027
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0238032
IRS990/TotalLiabilitiesEOYAmt0247558
IRS990/TotalLiabilitiesGrp/BOYAmt0238032
IRS990/TotalLiabilitiesGrp/EOYAmt0247558
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-189565
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-242754
IRS990/TotalProgramServiceExpensesAmt0512027
IRS990/TotalProgramServiceRevenueAmt0455775
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0458840
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0458840
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt048467
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04804
IRS990/TransactionWithControlEntInd0false
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM ACKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03617012270
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-06
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0246C790B83862997A3EEB07C715919367CFA007F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0D49C1D1ACAA34C400A2E48E9731793EB0A59D466
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt065.90.11.204
ReturnHeader/FilingSecurityInformation/IPDt02017-11-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm012:44:07
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/PreparationDt02017-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BYRON W BLAIR
ReturnHeader/ReturnTs02017-11-10T12:44:14-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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
$4,804
Liabilities
$247,558
Net assets
-$242,754
Revenue
$458,840
Expenses
$512,027
Net income
-$53,187
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
2016Detailed filing. Detailed filing data is available for this year.$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. 2016 filings • 501(c)3 • <$500k nonprofits