UPPER VALLEY SERVICES INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- UPPER VALLEY SERVICES INC (EIN 03-0305008)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2025-05-15
- IRS object ID
- 202521359349312952
- Schema version
- 2023v6.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-05-15T15:03:54-05:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 921397405 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TSS ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 19 MORGAN DRIVE | AddressLine1Txt |
| City | LEBANON | CityNm |
| State Abbreviation | NH | StateAbbreviationCd |
| ZIP | 03766 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 030305008 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UPPER VALLEY SERVICES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UPPE | BusinessNameControlTxt |
| Phone | 8022801911 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4409 | AddressLine1Txt |
| City | WHITE RIVER JUNCTION | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05001 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHANNON BURBELA | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 8022801911 | PhoneNum |
| Signature | 2025-05-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMBER T MCGONIS CPA | PreparerPersonNm |
| PTIN | P01589070 | PTIN |
| Phone | 6036530044 | PhoneNum |
| Preparation | 2025-05-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | GLORIA QUINN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4409 | AddressLine1Txt |
| City | WHITE RIVER JUNCTION | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $37,561,163 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UVS-VT.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1987 | FormationYr |
| Legal Domicile State | VT | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE OPPORTUNITY, SUPPORT AND ASSISTANCE TO PEOPLE WHO ARE DEVELOPMENTALLY DISABLED. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 226 | TotalEmployeeCnt |
| Total Volunteers | 10 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $840,693 | PYContributionsGrantsAmt |
| CY Contributions Grants | $125,750 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $34,711,389 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $37,310,106 | CYProgramServiceRevenueAmt |
| PY Investment Income | $37,832 | PYInvestmentIncomeAmt |
| CY Investment Income | $117,245 | CYInvestmentIncomeAmt |
| PY Other Revenue | $6,453 | PYOtherRevenueAmt |
| CY Other Revenue | $7,040 | CYOtherRevenueAmt |
| PY Total Revenue | $35,596,367 | PYTotalRevenueAmt |
| CY Total Revenue | $37,560,141 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $12,096,378 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $12,958,486 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $22,931,581 | PYOtherExpensesAmt |
| CY Other Expenses | $24,066,019 | CYOtherExpensesAmt |
| PY Total Expenses | $35,027,959 | PYTotalExpensesAmt |
| CY Total Expenses | $37,024,505 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $568,408 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $535,636 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,970,017 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,685,284 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,528,477 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,708,108 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,441,540 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,977,176 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | UPPER VALLEY SERVICES, INC. PROVIDES OPPORTUNITY, SUPPORT, AND ASSISTANCE TO PEOPLE WITH DEVELOPMENTAL DISABILITIES ENABLING THEM TO SAFELY LIVE, WORK AND SOCIALIZE IN THEIR COMMUNITIES IN WAYS WHICH ARE BASED UPON THEIR INDIVIDUAL NEEDS, VALUES, INTERESTS AND CHOICES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $12,294,242 | ExpenseAmt |
| Revenue | $14,097,419 | RevenueAmt |
| Desc | RESIDENTIAL - UPPER VALLEY SERVICES OFFERS HOME AND SHARED LIVING SUPPORTS RANGING FROM STRENGTHENING FAMILY-BASED LIVING OPTIONS TO OFFERING A FEW SCHEDULED HOURS PER WEEK IN A CONSUMER'S HOME HELPING THEM DEVELOP LIFE SKILLS (SUCH AS COOKING, HOUSEKEEPING, AND PERSONAL FINANCE) TO 24/7 CONTRACTED SUPPORT IN A SHARED LIVING PROVIDER'S HOME. THIS PROGRAM FOCUSES ON ENSURING THE CONSUMER'S HEALTH AND SAFETY, MAXIMIZING INDEPENDENCE, ADDRESSING INDIVIDUAL PREFERENCES AND NEEDS, CREATING A SUPPORTIVE AND INCLUSIVE HOME ENVIRONMENT, AND ENHANCING QUALITY OF LIFE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $9,331,935 | ExpenseAmt |
| Revenue | $9,952,171 | RevenueAmt |
| Desc | VERMONT COMFORTS OF HOME - PROVIDING SERVICE IN COMPLIANCE WITH THE REGULATIONS OF THE ADULT FAMILY CARE PROGRAM UNDER VERMONT'S CHOICES FOR CARE INITIATIVE, WORKING TO DEVELOP COMMUNITY-BASED OPTIONS OF CARE FOR PEOPLE REQUIRING A NURSING HOME LEVEL OF SUPPORT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $4,531,906 | ExpenseAmt |
| Revenue | $4,403,913 | RevenueAmt |
| Desc | CASE MANAGEMENT - COORDINATES SERVICE FUNCTIONS PERFORMED ON BEHALF OF ELIGIBLE CLIENTS, ENCOMPASSING ALL ACTIVITIES NECESSARY FOR MULTIPLE PROVIDERS AND/OR PROGRAMS TO CO-EXIST. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (3 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $3,157,575 | $4,011,774 | DAY SERVICES - PRIMARILY SOCIAL AND RECREATIONAL SERVICES PROVIDED OUTSIDE THE RESIDENTIAL SETTING, WITH MINIMAL EMPHASIS ON STRUCTURED, PROFESSIONALLY RENDERED PROGRAMMING. |
| $3,062,057 | $3,631,025 | RESPITE - SHORT-TERM INTERVENTIONS PROVIDED, IN OR OUT OF THE HOME, TO ENABLE FAMILIES TO MEET THE DEMANDS OF EVERYDAY LIVING, VACATION OR TO COPE WITH UNEXPECTED EVENTS. |
| $595,765 | $1,213,804 | VOCATIONAL SERVICES - ASSIST DEVELOPMENTALLY DISABLED PEOPLE IN FINDING AND MAINTAINING EMPLOYMENT IN REGULAR WORK SETTINGS. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $6,815,397 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $8,856,603 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $32,973,480 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 52 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 226 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | 0 | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | 0 | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ARIS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8022801911 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 72 S MAIN ST | AddressLine1Txt |
| City | WHITE RIVER JCT | CityNm |
| State Abbreviation | VT | StateAbbreviationCd |
| ZIP | 05001 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| DAVE WESTERMAN | |||||||
| PRESIDENT | 75.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| EDWIN PLACE | |||||||
| MEMBER | 22.00 | Yes (X) | $0 | $0 | $0 | ||
| LOUISE RAUH | |||||||
| SECRETARY | 44.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MICA TUCKER | |||||||
| VICE PRESIDENT | 55.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PATSY FRENCH | |||||||
| MEMBER (LEFT BOARD ON 12/31/23) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE RAUH | |||||||
| MEMBER | 75.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN YUAN | |||||||
| MEMBER | 22.00 | Yes (X) | $0 | $0 | $0 | ||
| GLORIA QUINN | |||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $168,309 | $0 | $32,525 | ||
| SHANNON BURBELA | |||||||
| CFO | 40.00 | Yes (X) | $0 | $126,087 | $33,287 | ||
| DR PATRICK FRAWLEY | |||||||
| DIRECTOR OF VCIN CP | 40.00 | $153,004 | $0 | $32,916 | Yes (X) | ||
| ELLEN MALONE | |||||||
| CO-DIRECTOR OF QUALITY AND COLLABORATIVE CRISIS | 1.00 | $114,048 | $0 | $1,303 | Yes (X) | ||
| ANN BRIDGES | |||||||
| LEAD NURSE AND DIRECTOR OF HEALTH SERVICES | 1.00 | $105,564 | $0 | $30,384 | Yes (X) | ||
| BRANDON PEDIGO | |||||||
| ASST. DIRECTOR VCIN/CRISIS | 1.00 | $137,575 | $0 | $32,257 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $678,500 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $126,087 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $162,672 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ARIS SOLUTIONS | |||||
| PO BOX 4409 | WHITE RIVER JUNCTION | VT | 05001 | ACCOUNTING AND EHR SERVICES | $492,008 |
| ALE GILL | |||||
| 528 BROOK RD | MIDDLESEX | VT | 05602 | DIFFICULTY OF CARE/SHARED LIVING PROVIDE | $196,892 |
| RAYMOND LAMONDA | |||||
| PO BOX 273 | EAST CORINTH | VT | 05040 | DIFFICULTY OF CARE/SHARED LIVING PROVIDE | $166,406 |
| TROY BUSCONI | |||||
| 764 SOUTH BARRE RD | BARRE | VT | 05641 | DIFFICULTY OF CARE/SHARED LIVING PROVIDE | $129,273 |
| CHARLOTTE ROBINSON | |||||
| 426 ROBINSON RD | WARREN | VT | 05674 | DIFFICULTY OF CARE/SHARED LIVING PROVIDE | $123,391 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $122,653 | GovernmentGrantsAmt |
| All Other Contributions | $3,097 | AllOtherContributionsAmt |
| Total Contributions | $125,750 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| WAIVER REVENUE | 624100 | $23,818,001 | $23,818,001 |
| VERMONT COMFORTS OF HOME | 624100 | $9,944,583 | $9,944,583 |
| OTHER CONTRACTS AND FEES | 624100 | $3,547,522 | $3,547,522 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $37,310,106 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $103,767 | TotalRevenueColumnAmt |
| Exclusion | $103,767 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $7,040 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $7,040 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,040 | TotalRevenueColumnAmt |
| Exclusion | $7,040 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $14,500 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $1,022 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other | $13,478 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,478 | TotalRevenueColumnAmt |
| Exclusion | $13,478 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $37,560,141 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $37,310,106 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $124,285 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $194,038 | TotalAmt |
| Program Services | $3,882 | ProgramServicesAmt |
| Management And General | $190,156 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,106,812 | TotalAmt |
| Program Services | $8,279,679 | ProgramServicesAmt |
| Management And General | $1,827,133 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,545 | TotalAmt |
| Program Services | $3,370 | ProgramServicesAmt |
| Management And General | $165,175 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,800,861 | TotalAmt |
| Program Services | $1,496,179 | ProgramServicesAmt |
| Management And General | $304,682 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $688,230 | TotalAmt |
| Program Services | $540,581 | ProgramServicesAmt |
| Management And General | $147,649 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $491,844 | TotalAmt |
| Management And General | $491,844 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,275 | TotalAmt |
| Management And General | $42,275 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,800 | TotalAmt |
| Management And General | $37,800 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,645,940 | TotalAmt |
| Program Services | $20,500,351 | ProgramServicesAmt |
| Management And General | $145,589 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,606 | TotalAmt |
| Program Services | $21,106 | ProgramServicesAmt |
| Management And General | $92,500 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $310,515 | TotalAmt |
| Program Services | $233,043 | ProgramServicesAmt |
| Management And General | $77,472 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,422 | TotalAmt |
| Program Services | $35,967 | ProgramServicesAmt |
| Management And General | $98,455 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $493,562 | TotalAmt |
| Program Services | $454,409 | ProgramServicesAmt |
| Management And General | $39,153 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $476,418 | TotalAmt |
| Program Services | $430,823 | ProgramServicesAmt |
| Management And General | $45,595 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,622 | TotalAmt |
| Program Services | $35,330 | ProgramServicesAmt |
| Management And General | $45,292 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,680 | TotalAmt |
| Program Services | $44,890 | ProgramServicesAmt |
| Management And General | $6,790 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $360,910 | TotalAmt |
| Program Services | $324,467 | ProgramServicesAmt |
| Management And General | $36,443 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $350,972 | TotalAmt |
| Program Services | $200,997 | ProgramServicesAmt |
| Management And General | $149,975 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| CONSUMER EXPENSES | $281,718 | $267,308 | $14,410 |
| ISO FEES | $78,390 | $78,390 | |
| DUES & SUBSCRIPTIONS | $75,552 | $6,714 | $68,838 |
| MISC | $29,234 | $5,435 | $23,799 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,559 | TotalAmt |
| Program Services | $10,559 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,024,505 | TotalAmt |
| Program Services | $32,973,480 | ProgramServicesAmt |
| Management And General | $4,051,025 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,519,809 | BOYAmt |
| EOY | $2,513,772 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $219,635 | BOYAmt |
| EOY | $226,909 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,084,278 | BOYAmt |
| EOY | $3,230,707 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,253 | BOYAmt |
| EOY | $117,512 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,196,398 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,822,919 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,740,368 | BOYAmt |
| EOY | $3,373,479 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $304,674 | BOYAmt |
| EOY | $222,905 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,970,017 | BOYAmt |
| EOY | $9,685,284 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,633,642 | BOYAmt |
| EOY | $1,669,763 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,413 | BOYAmt |
| EOY | $125,032 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $840,269 | BOYAmt |
| EOY | $1,224,918 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $927,153 | BOYAmt |
| EOY | $688,395 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,528,477 | BOYAmt |
| EOY | $3,708,108 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,440,197 | BOYAmt |
| EOY | $5,973,520 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,343 | BOYAmt |
| EOY | $3,656 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,441,540 | BOYAmt |
| EOY | $5,977,176 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,970,017 | BOYAmt |
| EOY | $9,685,284 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $535,636 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $366,473 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,301,279 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $313,103 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $840,693 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $125,750 | CurrentTaxYearAmt |
| Total | $2,947,298 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $366,473 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,301,279 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $313,103 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $840,693 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $125,750 | CurrentTaxYearAmt |
| Total | $2,947,298 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $2,947,298 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $372 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,045 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $43,785 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $110,807 | CurrentTaxYearAmt |
| Total | $162,023 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $55,366 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $17,961 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,225 | CurrentTaxYearMinus2YearsAmt |
| Total | $78,552 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,187,873 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $148,615,560 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.92450 | PublicSupportCY170Pct |
| Public Support PY170 | 0.95850 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $537,390 | OtherCostOrOtherBasisAmt |
| Book Value | $537,390 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,006,746 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,092,384 | DepreciationAmt |
| Book Value | $1,914,362 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,799 | OtherCostOrOtherBasisAmt |
| Depreciation | $4,094 | DepreciationAmt |
| Book Value | $2,705 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $711,576 | OtherCostOrOtherBasisAmt |
| Depreciation | $64,528 | DepreciationAmt |
| Book Value | $647,048 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $933,887 | OtherCostOrOtherBasisAmt |
| Depreciation | $661,913 | DepreciationAmt |
| Book Value | $271,974 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $3,373,479 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO AFFILIATE | $251,679 |
| REFUNDABLE ADVANCE | $200,000 |
| OPERATING LEASE RIGHT OF USE OBLIGATION | $215,934 |
| FINANCE LEASE RIGHT OF USE OBLIGATIONS | $20,782 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $688,395 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $37,560,141 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $37,560,141 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $37,560,141 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $37,024,505 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $37,024,505 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $37,024,505 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ACCOUNTING STANDARDS CODIFICATION SUBTOPIC 740-10, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, ADDRESSES THE ACCOUNTING UNCERTAINTY OF INCOME TAXES RECOGNIZED IN AN ENTERPRISE'S FINANCIAL STATEMENTS AND PRESCRIBES A THRESHOLD OF "MORE-LIKELY-THAN-NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. SUBTOPIC 740-10 ALSO PROVIDES GUIDANCE ON MEASUREMENT CLASSIFICATION, INTEREST AND PENALTIES AND DISCLOSURE. THE AGENCY HAS DETERMINED THAT THE PROVISIONS OF SUBTOPIC 740-10 DO NOT HAVE A MATERIAL EFFECT ON THE AGENCY'S FINANCIAL STATEMENTS. THE AGENCY BELIEVES IT IS NO LONGER SUBJECT TO EXAMINATIONS FOR YEARS PRIOR TO 2020. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GLORIA QUINN | ||||||||||||||
| EXECUTIVE DIRECTOR | $163,390 | $0 | $4,325 | $0 | $594 | $0 | $8,612 | $0 | $23,913 | $0 | $200,834 | $0 | $0 | $0 |
| DR PATRICK FRAWLEY | ||||||||||||||
| DIRECTOR OF VCIN CP | $140,152 | $0 | $4,325 | $0 | $8,527 | $0 | $7,852 | $0 | $25,064 | $0 | $185,920 | $0 | $0 | $0 |
| BRANDON PEDIGO | ||||||||||||||
| ASST. DIRECTOR VCIN/CRISIS | $133,250 | $0 | $4,325 | $0 | $0 | $0 | $7,132 | $0 | $25,125 | $0 | $169,832 | $0 | $0 | $0 |
| SHANNON BURBELA | ||||||||||||||
| CFO | $0 | $126,087 | $0 | $0 | $0 | $0 | $0 | $5,205 | $0 | $28,082 | $0 | $159,374 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | EXECUTIVE DIRECTOR'S SALARY IS DETERMINED BY THE BOARD OF DIRECTORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | STEVE RAUH AND LOUISE RAUH - FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION A, LINE 3 | ARIS SOLUTIONS PROVIDES FINANCIAL SERVICES, PAYROLL SERVICES AND MANAGEMENT SERVICES TO UPPER VALLEY SERVICES, INC. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE ORGANIZATION'S 990 IS REVIEWED PRIOR TO FILING BY THE CFO. THE CFO THEN PRESENTS AND REVIEWS THE RETURN WITH THE BOARD OF DIRECTORS AT THE NEXT SCHEDULED BOARD MEETING. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ORGANIZATION USES COMPENSATION SURVEYS PERFORMED BY THE VT COUNCIL OF COMMUNITY MENTAL HEALTH ASSOCIATION TO DETERMINE COMPETITIVE WAGES FOR ALL POSITIONS.THE PROCESS FOR DETERMINING COMPENSATION OF THE ORGANIZATION'S EXECUTIVE DIRECTOR IS BY APPROVAL OF THE BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CLINICAL CONTRACTUAL: PROGRAM SERVICE EXPENSES 20,499,630. MANAGEMENT AND GENERAL EXPENSES 7,694. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 20,507,324. WEBSITE SERVICES: PROGRAM SERVICE EXPENSES 721. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 721. CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 38,270. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 38,270. EHR SYSTEM FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 99,625. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 99,625. |
| FORM 990, PART XII, LINE 2C: | NO CHANGE FROM PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| AREA RESOURCES FOR INDIVIDUALIZED SERVICES INC | |||||||||
| PO BOX 4409 | WRJ | VT | 05001 | 043342213 | PROVIDES FINANCIAL & ADMINISTRATIVE SERVICES TO MENTAL HEALTH AGENCIES | VT | 501(C)(3) | 509(A)(2) | 0 |
| LINCOLN STREET INC | |||||||||
| PO BOX 4409 | WRJ | VT | 05001 | 030280863 | TO PROVIDE SERVICES FOR THE DEVELOPMENTALLY DISABLED | VT | 501(C)(3) | 509(A)(2) | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | Yes (1) | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| ARIS SOLUTIONS | ||
| M | $591,469 | ACTUAL |
| ARIS SOLUTIONS | ||
| P | $7,276,546 | ACTUAL |
| ARIS SOLUTIONS | ||
| E | $251,679 | ACTUAL |