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Highland-Valley Elder Services INC

Tax-deductible

Florence, MA501(c)(3)Since 1975EIN 04-2563340

Highland valley elder services helps elders live at home safely and independently for as long as possible by providing assistance and access to a comprehensive range of services. Through a comprehensive assessment, case managers determine which services are needed, develop individualized service plans, arrange for the services and monitor them to ensure clients receive the care they need.

501(c)(3) charity; gifts are tax-deductible.
91¢ of each $1 spent went to programs.
Run by 100 volunteers and 135 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · 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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
5 of 5
filings with a surplus
Average surplus $930K a year · 6% of revenue · last 5 filings
Looks good: a surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
91%
of spending
Looks good: 91% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$285K
to officers and key staff · 1% of spending
Looks good: pay to officers and key staff is 1% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Worth a look: 0.9 months of spending in cash; under 1.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $7K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$4.3M
50% of total assets
Looks good: liabilities are 50% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$21.2M
+16% vs prior year
Spent
$19.8M
To programs
91%
Net assets
$4.3M
By yearFY2021–FY2025
Revenue
$21.2M
FY2025▲ +16%
Revenue by fiscal year
FY2021$12.0M
FY2022$12.9M
FY2023$15.0M
FY2024$18.3M
FY2025$21.2M
Expenses
$19.8M
FY2025▲ +15%
Expenses by fiscal year
FY2021$11.4M
FY2022$12.1M
FY2023$14.1M
FY2024$17.3M
FY2025$19.8M
Net assets
$4.3M
FY2025▲ +4%
Net assets by fiscal year
FY2021$2.6M
FY2022$3.2M
FY2023$3.1M
FY2024$4.1M
FY2025$4.3M

From the FY2025 Form 990 (year ending June 2025) · 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: FY2025. IRS ruling in Nov 1975.

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

Where the money goes

91 cents of each dollar spent went to programs.

Program services 91% · $18.1M Management & general 9% · $1.7M

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

Who runs it and what they're paid

9 people listed on the 990; $285K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Allan Ouimet
Executive Director
$159,859Pt VII · Sec A
Jacqueline Lamarche
Chief Financial Officer
$125,135Pt VII · Sec A
Nilda Cohen
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
Estelle Stasz
President
$0Pt VII · Sec A
Polly Ryan
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Dana Litturi
Director
$0Pt VII · Sec A

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

NameFY2025FY2024FY2023FY2022FY2021
Allan Ouimet$159,859$150,563$145,726$136,896$124,503
Jacqueline Lamarche$125,135$106,792$114,817$108,772$100,426

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

Provides services and support to help elders live safely and independently at home.

Provided by the organization

This section is blank until Highland-Valley Elder Services INC claims this page.

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3 program services account for $14.4M of program spending, described in the organization's own filed words · FY2024.
01

Community choices program assist elders to secure and maintain independence in their home environment. Case managers complete an asessment to determine eligibility, develop a service plan, arrange for services from one of many vendors with which the organization contracts, and monitor services on a scheduled as-needed basis.

$7.1Mprogram expense
02

Home care programfrom basic homemaking and personal care assistance to healthcare planning, highland valley elder services staff coordinates a wide variety of services that enable elders to stay safely in their homes.

$4.9Mprogram expense
03

Nutritionhighland valley elder services delivers nutritious meals and does a wellness check five days a week to eligible elders age 60 and over. Meals are also served in local dining centers that offer elders an opportunity to share a daily meal and conversation.

$2.4Mprogram 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 · FY2024
Katharine C Pierce T-3379FY2024$7K
Total grants receivedfrom 1 funder$7K

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$21.2M
Ln 12
Gifts and grantsLn 1h$19.6M
Fees for servicesLn 2g$1.5M
Investment incomeLn 3$68K
Money outPt IX
$19.8M
Ln 25
Programscol B$18.1M
Managementcol C$1.7M
Owns and owesPt X
$4.3M
net assets · Ln 32
Cash and savingsLn 1–2$1.4M
Total assetsLn 16$8.5M
LiabilitiesLn 26$4.3M
PeoplePt VI, VII
9
listed · VII A
PaidVII A2
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$19.6M
Government grantsLn 1e$19.4M
Noncash giftsLn 1g$78K
Fees for servicesLn 2g$1.5M
Investment incomeLn 3$68K
Gains on assetsLn 7$32K
Total revenueLn 12$21.2M
Assets in detailPt X, end of year
CashLn 1$316K
SavingsLn 2$1.1M
Cash and savings togetherLn 1–2$1.4M
InvestmentsLn 11–13$1.0M
Land, buildings, equipmentLn 10c$218K
Other assetsLn 15$813K
Total assetsLn 16$8.5M
LiabilitiesLn 26$4.3M
Net assetsLn 32$4.3M
OperationsPt I, VI
EmployeesI 5135
VolunteersI 6100
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$96K$1.4M
InvestmentsLn 11–13$965K$1.0M
Land, buildings, equipmentLn 10c$192K$218K
Total assetsLn 16$7.6M$8.5M
LiabilitiesLn 26$3.5M$4.3M
Net assetsLn 32$4.1M$4.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$200K$200K
Other salaries and wagesLn 7$5.0M$4.1M$891K
Other employee benefitsLn 9$1.1M$921K$183K
Payroll taxesLn 10$435K$346K$89K
Accounting feesLn 11c$30K$30K
Investment management feesLn 11f$6K$6K
Other fees for servicesLn 11g$83K$67K$16K
Advertising and promotionLn 12$20K$10K$11K
Office expensesLn 13$160K$79K$81K
Information technologyLn 14$64K$21K$43K
OccupancyLn 16$291K$229K$62K
TravelLn 17$194K$193K$1K
Conferences, conventions and meetingsLn 19$11K$10K$489
Depreciation, depletion and amortizationLn 22$64K$44K$20K
InsuranceLn 23$44K$1K$43K
Other expenses (24a–d)Ln 24$11.9M$11.9M
All other expensesLn 24e$126K$94K$31K
Total functional expensesLn 25$19.8M$18.1M$1.7M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $21.2M$19.8M$1.4M$4.3M 990 PDF
FY2024 $18.3M$17.3M$1.0M$4.1M 990 PDF
FY2023 $15.0M$14.1M$862K$3.1M 990 PDF
FY2022 $12.9M$12.1M$734K$3.2M 990 PDF
FY2021 $12.0M$11.4M$635K$2.6M 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 FY2025 990 (4 parts)
Part VIII · Statement of revenue $21,171,108 across 8 lines filed
Lines not itemized here account for $9,763 of total revenue; see the IRS return.
VIII-1e Government grants$19,439,927
VIII-1f All other contributions, gifts and grants$142,482
VIII-1g Noncash contributions (included above)$77,842
VIII-1h Total contributions, gifts and grants$19,582,409
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,511,185$1,511,185
VIII-3 Investment incomeExcluded from tax $35,718$35,718
VIII-7 Net gain or loss on sales of assetsExcluded from tax $32,033$32,033
VIII-12 Total revenueRelated to mission $1,520,948 · Unrelated business $0 · Excluded from tax $67,751$21,171,108
Part IX · Statement of functional expenses $19,794,140 across 17 lines filed
IX-5 Pay of current officers, directors and key staffManagement $199,982$199,982
IX-7 Other salaries and wagesPrograms $4,140,873 · Management $891,073$5,031,946
IX-9 Other employee benefitsPrograms $921,025 · Management $183,066$1,104,091
IX-10 Payroll taxesPrograms $345,965 · Management $88,793$434,758
IX-11c Accounting feesManagement $30,500$30,500
IX-11f Investment management feesManagement $5,945$5,945
IX-11g Other fees for servicesPrograms $66,749 · Management $16,042$82,791
IX-12 Advertising and promotionPrograms $9,529 · Management $10,825$20,354
IX-13 Office expensesPrograms $79,054 · Management $80,806$159,860
IX-14 Information technologyPrograms $21,127 · Management $43,328$64,455
IX-16 OccupancyPrograms $228,798 · Management $62,153$290,951
IX-17 TravelPrograms $192,703 · Management $1,443$194,146
IX-19 Conferences, conventions and meetingsPrograms $10,025 · Management $489$10,514
IX-22 Depreciation, depletion and amortizationPrograms $44,272 · Management $20,083$64,355
IX-23 InsurancePrograms $1,455 · Management $43,022$44,477
IX-24 Other expenses (24a–d)Programs $11,929,236$11,929,236
IX-24e All other expensesPrograms $94,294 · Management $31,485$125,779
IX-25 Total functional expensesPrograms $18,085,105 · Management $1,709,035 · Fundraising $0$19,794,140
Part X · Balance sheet $8,528,635 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $83,508$315,507
X-2 Savings and temporary cash investmentsStart of year $12,242$1,131,178
X-4 Accounts receivableStart of year $5,371,338$4,972,140
X-9 Prepaid expenses and deferred chargesStart of year $25,833$33,395
X-10c Land, buildings and equipment, netStart of year $192,431$217,673
X-11 Publicly traded securitiesStart of year $964,748$1,045,814
X-15 Other assetsStart of year $951,615$812,928
X-16 Total assetsStart of year $7,601,715$8,528,635
X-17 Accounts payable and accrued expensesStart of year $2,258,983$3,353,840
X-19 Deferred revenueStart of year $25,946$101,799
X-25 Other liabilitiesStart of year $938,150$800,148
X-26 Total liabilitiesStart of year $3,488,079$4,255,787
X-27 Net assets without donor restrictionsStart of year $4,113,636$4,272,848
X-32 Total net assets or fund balancesStart of year $4,113,636$4,272,848
X-33 Total liabilities and net assetsStart of year $7,601,715$8,528,635
Part XI · Reconciliation of net assets $4,272,848 net assets at year end
XI-1 Total revenue$21,171,108
XI-2 Total expenses$19,794,140
XI-3 Revenue less expenses$1,376,968
XI-4 Net assets at start of year$4,113,636
XI-5 Net unrealized gains (losses) on investments$19,260
XI-9 Other changes in net assets−$1,237,016
XI-10 Net assets at end of year$4,272,848

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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