Civic Intelligence

Upper Valley Connection

990EZ • Fiscal year 2024 • EIN 26-2420359

Jul 01, 2023 to Jun 30, 2024 • Filed on May 12, 2025

PO Box 2137Leavenworth, WA 98826

(509) 548-2168

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2024

Net Margin

68th percentile

14%

Higher net margin than 68% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

63rd percentile

10%

Faster asset growth than 63% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Revenue Growth

54th percentile

5.8%

Faster revenue growth than 54% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2024

Assets

Up

$136,549

Up $23,803 (+21%) from 2022

Net Assets

Up

$136,549

Up $23,803 (+21%) from 2022

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$117,455

Up $12,466 (+12%) from 2022

Expenses

Up

$100,514

Up $12,799 (+15%) from 2022

Net Income

Down

$16,941

Down $333 (-1.9%) from 2022

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2013: $25,956Liabilities 2013: $1,255Net Assets 2013: $24,7012013Assets 2018: $58,439Liabilities 2018: $943Net Assets 2018: $57,4962018Assets 2022: $112,746Net Assets 2022: $112,7462022Assets 2024: $136,549Net Assets 2024: $136,5492024

Highlighted filing

2024

Assets$136,549
Liabilities-
Net Assets$136,549

Operations Trend

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

$150K$100K$50K$0Revenue 2013: $51,942Expenses 2013: $50,871Net Income 2013: $1,0712013Revenue 2018: $94,542Expenses 2018: $78,986Net Income 2018: $15,5562018Revenue 2022: $104,989Expenses 2022: $87,715Net Income 2022: $17,2742022Revenue 2024: $117,455Expenses 2024: $100,514Net Income 2024: $16,9412024

Highlighted filing

2024

Revenue$117,455
Expenses$100,514
Net Income$16,941
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 12, 2025
Return Version
2023v6.0
Gross Receipts
$117,455
Mission and Program Overview

Mission

Our mission is to improve and enrich the lives of people who have developmental disabilities and their families by providing a variety of year-round recreational and social opportunities.

Program Services

DescriptionGrantsExpenses
OUR MISSION IS TO IMPROVE AND ENRICH THE LIVES OF PEOPLE WHO HAVE DEVELOPMENTAL DISABILITIES AND THEIR FAMILIES BY PROVIDING A VARIETY OF YEAR-ROUND RECREATIONAL AND SOCIAL OPPORTUNITIES.-$96,316
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL ANDERMANSecretary-$0--
BILL DRONENDirector-$0--
DENNIS WEBBTreasurer-$0--
POLLY MCINTYREPresident-$0--
DALE SWANSONDirector-$0--
BARBARA CONANTDirector-$0--
REBECCA JOHNSONDirector-$0--
Filing and Contact Details

Filer

Filer Name
Upper Valley Connection
EIN
26-2420359
Phone
5095482168
Address
PO BOX 2137, LEAVENWORTH, WA 98826

Signing Officer

Name
Dennis Webb
Title
Treasurer
Phone
5095482168
Signed
2025-05-12

Preparer

Firm
Webb Accountancy Corp Ps
Address
123 OHME GARDEN RD STE 2, WENATCHEE, WA 98801
Preparer
Dennis O Webb CPA
Phone
5097823800
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses marketing 1,725 office expense 2,361 insurance 6,772 fees for services 36 miscellaneous 570 on-site meals 2,226 production expense 3,925 special events 6,413 in kind expense 31,955 total 55,983

Form 990-ez, Part II, Line 24

Prepaid expenses and deferred charges 1,119 69 cd for endowment fund 0 0 endowment fund annuity 0 0 payroll asset 0 0 total 1,119 69

Form 990-ez, Part III

Our mission is to improve and enrich the lives of people who have developmental disabilities and their families by providing a variety of year-round recreational and social opportunities.

Raw XML Appendix146 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES MARKETING 1,725 OFFICE EXPENSE 2,361 INSURANCE 6,772 FEES FOR SERVICES 36 MISCELLANEOUS 570 ON-SITE MEALS 2,226 PRODUCTION EXPENSE 3,925 SPECIAL EVENTS 6,413 IN KIND EXPENSE 31,955 TOTAL 55,983
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PREPAID EXPENSES AND DEFERRED CHARGES 1,119 69 CD FOR ENDOWMENT FUND 0 0 ENDOWMENT FUND ANNUITY 0 0 PAYROLL ASSET 0 0 TOTAL 1,119 69
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OUR MISSION IS TO IMPROVE AND ENRICH THE LIVES OF PEOPLE WHO HAVE DEVELOPMENTAL DISABILITIES AND THEIR FAMILIES BY PROVIDING A VARIETY OF YEAR-ROUND RECREATIONAL AND SOCIAL OPPORTUNITIES.
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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