Upper Valley Ambulance INC

Tax-deductible

Fairlee, VT501(c)(3)Health CareEIN 03-0322710

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To provide 24-hour emergency Ambulance service

501(c)(3) charity; gifts are tax-deductible.
86¢ of each $1 spent went to programs.
$115K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $132K a year · 8% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
86%
of spending
Looks good: 86% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$115K
to officers and key staff · 6% of spending
Top officer’s pay lower than 83% of similar orgs
Looks good: pay to officers and key staff is 6% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
4 mo
of spending, in cash
Looks good: 3.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $291
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$69K
6% of total assets
Looks good: liabilities are 6% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$2.1M
+30% vs prior year
Spent
$2.0M
To programs
86%
Net assets
$1.1M
By yearFY2020–FY2024
Revenue
$2.1M
FY2024▲ +30%
Revenue by fiscal year
FY2020$1.3M
FY2021$1.8M
FY2022$1.7M
FY2023$1.6M
FY2024$2.1M
Expenses
$2.0M
FY2024▲ +21%
Expenses by fiscal year
FY2020$1.2M
FY2021$1.4M
FY2022$1.5M
FY2023$1.6M
FY2024$2.0M
Net assets
$1.1M
FY2024▲ +9%
Net assets by fiscal year
FY2020$536K
FY2021$964K
FY2022$1.1M
FY2023$1.0M
FY2024$1.1M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jul 1994.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

86 cents of each dollar spent went to programs.

Program services 86% · $1.7M Management & general 14% · $280K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

11 people listed on the 990; $115K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director as of 2/5/24
$92,331Pt VII · Sec A
Executive Director Thru 2/5/24
$22,328Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Zachary Bryan’s $92K as Executive Director as of 2/5/24 is at the 17th percentile of top reported officer pay among 3128 $1–10M health care nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Zachary Bryan$92,331————
Alan Beebe$22,328$68,044$84,041$85,868$89,469

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Offers 24-hour emergency ambulance service.

Provided by the organization

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1 program service account for $1.7M of program spending, described in the organization's own filed words · FY2024.
01

Provided 24-HOUR emergency services for a nine town region. Responded to requests for assistance from individuals. Provided non-emergency transfers as requested by local hospitals and nursing homes. Provided ambulance coverage for special events and offered training courses to the public.

$1.7Mprogram expense

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Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2023
Total grants receivedfrom 2 funders$291

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$2.1M
Ln 12
Fees for servicesLn 2g$2.0M
Investment incomeLn 3$17K
Gifts and grantsLn 1h$5K
Money outPt IX
$2.0M
Ln 25
Programscol B$1.7M
Managementcol C$280K
Owns and owesPt X
$1.1M
net assets · Ln 32
Cash and savingsLn 1–2$574K
Total assetsLn 16$1.2M
LiabilitiesLn 26$69K
PeoplePt VI, VII
11
listed · VII A
PaidVII A2
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$5K
Fees for servicesLn 2g$2.0M
Investment incomeLn 3$17K
Other incomeLn 4–11$3K
Total revenueLn 12$2.1M
Assets in detailPt X, end of year
CashLn 1$166K
SavingsLn 2$408K
Cash and savings togetherLn 1–2$574K
Land, buildings, equipmentLn 10c$328K
Total assetsLn 16$1.2M
LiabilitiesLn 26$69K
Net assetsLn 32$1.1M
OperationsPt I, VI
EmployeesI 545
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$744K$574K
Land, buildings, equipmentLn 10c$189K$328K
Total assetsLn 16$1.1M$1.2M
LiabilitiesLn 26$61K$69K
Net assetsLn 32$1.0M$1.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$139K$139K
Other salaries and wagesLn 7$1.1M$1.0M$57K
Pension plan contributionsLn 8$14K$12K$2K
Other employee benefitsLn 9$147K$142K$4K
Payroll taxesLn 10$96K$82K$14K
Other fees for servicesLn 11g$46K$46K
Advertising and promotionLn 12$5K$5K
Office expensesLn 13$30K$26K$4K
OccupancyLn 16$57K$53K$4K
TravelLn 17$93K$92K$405
Depreciation, depletion and amortizationLn 22$113K$113K$12
InsuranceLn 23$32K$28K$5K
Other expenses (24a–d)Ln 24$118K$118K
Total functional expensesLn 25$2.0M$1.7M$280K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest Viewing $2.1M$2.0M$95K$1.1M 990 PDF
FY2023 $1.6M$1.6M−$40K$1.0M 990 PDF
FY2022 $1.7M$1.5M$125K$1.1M 990 PDF
FY2021 $1.8M$1.4M$428K$964K 990 PDF
FY2020 $1.3M$1.2M$52K$536K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2024 990 (4 parts)
Part VIII · Statement of revenue $2,060,181 across 6 lines filed
VIII-1f All other contributions, gifts and grants$5,067
VIII-1h Total contributions, gifts and grants$5,067
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $2,035,376$2,035,376
VIII-3 Investment incomeExcluded from tax $16,540$16,540
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $3,198$3,198
VIII-12 Total revenueRelated to mission $2,038,574 · Unrelated business $0 · Excluded from tax $16,540$2,060,181
Part IX · Statement of functional expenses $1,965,672 across 13 lines filed
IX-5 Pay of current officers, directors and key staffManagement $138,753$138,753
IX-7 Other salaries and wagesPrograms $1,019,482 · Management $56,671$1,076,153
IX-8 Pension plan contributionsPrograms $11,746 · Management $2,298$14,044
IX-9 Other employee benefitsPrograms $142,281 · Management $4,373$146,654
IX-10 Payroll taxesPrograms $82,420 · Management $13,851$96,271
IX-11g Other fees for servicesManagement $45,546$45,546
IX-12 Advertising and promotionManagement $5,342$5,342
IX-13 Office expensesPrograms $26,106 · Management $4,379$30,485
IX-16 OccupancyPrograms $53,395 · Management $3,608$57,003
IX-17 TravelPrograms $92,326 · Management $405$92,731
IX-22 Depreciation, depletion and amortizationPrograms $112,596 · Management $12$112,608
IX-23 InsurancePrograms $27,783 · Management $4,669$32,452
IX-24 Other expenses (24a–d)Programs $117,630$117,630
IX-25 Total functional expensesPrograms $1,685,765 · Management $279,907 · Fundraising $0$1,965,672
Part X · Balance sheet $1,212,678 assets, 11 lines filed
X-1 Cash, non-interest-bearingStart of year $95,539$165,730
X-2 Savings and temporary cash investmentsStart of year $648,774$408,231
X-4 Accounts receivableStart of year $137,250$284,882
X-9 Prepaid expenses and deferred chargesStart of year $40,017$26,195
X-10c Land, buildings and equipment, netStart of year $188,763$327,640
X-16 Total assetsStart of year $1,110,343$1,212,678
X-17 Accounts payable and accrued expensesStart of year $58,932$66,758
X-26 Total liabilitiesStart of year $61,231$69,057
X-27 Net assets without donor restrictionsStart of year $1,049,112$1,143,621
X-32 Total net assets or fund balancesStart of year $1,049,112$1,143,621
X-33 Total liabilities and net assetsStart of year $1,110,343$1,212,678
Part XI · Reconciliation of net assets $1,143,621 net assets at year end
XI-1 Total revenue$2,060,181
XI-2 Total expenses$1,965,672
XI-3 Revenue less expenses$94,509
XI-4 Net assets at start of year$1,049,112
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,143,621

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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