Civic Intelligence

Valley Neighbors Inc

EIN 83-4256960 • 501(c)3 • Whately, MA

Profile

Public Charity

PO Box 281Whately, MA 01093
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

86th percentile

41%

Higher net margin than 86% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

75th percentile

19%

Faster asset growth than 75% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

83rd percentile

46%

Faster revenue growth than 83% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$33,690

Up $2,597 (+8.4%) from 2021

Liabilities

Flat

$0

Flat from 2021

Net Assets

Up

$33,690

Up $2,597 (+8.4%) from 2021

Operations
Liabilities / Revenue62nd percentileNet Margin86th percentile

Revenue

Up

$10,877

Up $3,427 (+46%) from 2021

Expenses

Up

$8,280

Up $2,083 (+34%) from 2021

Net Income

Up

$2,597

Up $1,344 (+107%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth75th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40K$30K$20K$10K$0Assets 2021: $31,093Liabilities 2021: $0Net Assets 2021: $31,0932021Assets 2022: $33,690Liabilities 2022: $0Net Assets 2022: $33,6902022

Highlighted filing

2022

Assets$33,690
Liabilities$0
Net Assets$33,690
Open 2022 Filing

Operations Trend

Revenue Growth83rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15K$10K$5.0K$0Revenue 2021: $7,450Expenses 2021: $6,197Net Income 2021: $1,2532021Revenue 2022: $10,877Expenses 2022: $8,280Net Income 2022: $2,5972022

Highlighted filing

2022

Revenue$10,877
Expenses$8,280
Net Income$2,597
Open 2022 Filing

Filings

Most recent year

2022 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$33,690
Liabilities
$0
Net assets
$33,690
Revenue
$10,877
Expenses
$8,280
Net income
$2,597
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.7$0.00$33.7$10.9$8.28$2.60
2021Detailed filing. Detailed filing data is available for this year.$31.1$0.00$31.1$7.45$6.20$1.25
Latest Detailed Filing

The latest 2022 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2021 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 9, 2022
Return Version
2021v4.1
Gross Receipts
$7,450
Mission and Program Overview

Mission

Public Charity

Program Services

DescriptionGrantsExpenses
Updated website & the infrastructure for tracking members & volunteers. Added 2 more towns with total residents numbering 10,209. All 3 towns designated age-friendly communities.-$4,212
Recruited, vetted and trained 22 volunteers. Printed 997 pages of resource materials, 150 handbooks, 100 rack cards, 10 participated in a zoom program on dementia programs.-$1,258
Sevices limted due to Covid, 10 members enrolled, members interviewed to determine needs, provided 2 free memberships. Arranged 3 programs for Spring 2022.-$727
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Fran FortinoPresident & DirectorPT$0--
Nancy MaynardClerk & DirectorPT$0--
Julia BermanTreasurer & DirectorPT$0--
Neal AbrahamDirectorPT$0--
Michael ArchbaldDirectorPT$0--
Debra CarneyDirectorPT$0--
Larry KuttnerDirectorPT$0--
Ann LomeliDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
Valley Neighbors Inc
EIN
83-4256960
Address
PO Box 281, Whately, MA 01093

Signing Officer

Name
Julia Berman
Title
Treasurer & Director
Phone
4136651252
Signed
2022-04-09
Discuss with paid preparer
No

Preparer

Firm
Fredrick & Associates
Address
215 State Road, South Deerfield, MA 01373
Preparer
Victoria Fredrick CPA
Phone
4137753047
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountMembership Dues Village to Village 175Collaborative for Education Service 1,000Website Fees 380Equipment 883State Filing Fees 50Refreshments 16Insurance 1,742”

Raw XML Appendix174 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt0645
IRS990EZ/BooksInCareOfDetail/PersonNm0Julia Berman
IRS990EZ/BooksInCareOfDetail/PhoneNum04136651252
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt060 Masterson Road
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Whately
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd001093
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt029840
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt031093
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt07350
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01253
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt029840
IRS990EZ/Form990TotalAssetsGrp/EOYAmt031093
IRS990EZ/GrossReceiptsAmt07450
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0100
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt029840
IRS990EZ/NetAssetsOrFundBalancesEOYAmt031093
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt029840
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt031093
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt015.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt115.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt215.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt410.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt610.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt710.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Fran Fortino
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Nancy Maynard
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Julia Berman
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Neal Abraham
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Michael Archbald
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Debra Carney
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Larry Kuttner
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7Ann Lomeli
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President & Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Clerk & Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer & Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Director
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt04246
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Public Charity
IRS990EZ/PrintingPublicationsPostageAmt01306
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Updated website & the infrastructure for tracking members & volunteers. Added 2 more towns with total residents numbering 10,209. All 3 towns designated age-friendly communities.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Recruited, vetted and trained 22 volunteers. Printed 997 pages of resource materials, 150 handbooks, 100 rack cards, 10 participated in a zoom program on dementia programs.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Sevices limted due to Covid, 10 members enrolled, members interviewed to determine needs, provided 2 free memberships. Arranged 3 programs for Spring 2022.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04212
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11258
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt2727
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt06197
IRS990EZ/TotalProgramServiceExpensesAmt06197
IRS990EZ/TotalRevenueAmt07450
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.valleyneighbors.org
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07350
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt024316
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08900
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt040566
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt040566
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt07350
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt024316
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt08900
IRS990ScheduleA/Total509Grp/TotalAmt040566
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt07350
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt024316
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt08900
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt040566
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountMembership Dues Village to Village 175Collaborative for Education Service 1,000Website Fees 380Equipment 883State Filing Fees 50Refreshments 16Insurance 1,742
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0Julia Berman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer & Dir
ReturnHeader/BusinessOfficerGrp/PhoneNum04136651252
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Valley Neighbors Inc
ReturnHeader/Filer/BusinessNameControlTxt0VALL
ReturnHeader/Filer/EIN0834256960
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 281
ReturnHeader/Filer/USAddress/CityNm0Whately
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001093
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0832387309
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Fredrick & Associates
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0215 State Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0South Deerfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd001373
ReturnHeader/PreparerPersonGrp/PhoneNum04137753047
ReturnHeader/PreparerPersonGrp/PreparationDt02022-04-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Victoria Fredrick CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-04-09T09:43:57-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Julia
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Berman
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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