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Highland-Valley Elder Services INC FY2021 filing

Tax-deductible

Florence, MA501(c)(3)Since 1975EIN 04-2563340Revenue $12.0M in FY2021

On file with the IRShighlandvalley.org320 Riverside Dr Ste B, 01062-2707 · Florence, MATax-exempt since Nov 1975Publicly supported charity — 170(b)(1)(A)(vi)

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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.
89¢ of each $1 spent went to programs.
$225K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · 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
89%
of spending
Looks good: 89% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$225K
to officers and key staff · 2% of spending
Looks good: pay to officers and key staff is 2% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Worth a look: 0.7 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
$1.9M
42% of total assets
Looks good: liabilities are 42% of assets; 50% or less.
Pt X · Ln 26
Independent board members
14
of 14 voting members
Looks good: 14 of 14 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$12.0M
Spent
$11.4M
To programs
89%
Net assets
$2.6M
By yearFY2021–FY2025
Revenue
$12.0M
FY2021
Tap a bar for its year
Revenue by fiscal year
FY2021$12.0M
FY2022$12.9M
FY2023$15.0M
FY2024$18.3M
FY2025$21.2M
Expenses
$11.4M
FY2021
Tap a bar for its year
Expenses by fiscal year
FY2021$11.4M
FY2022$12.1M
FY2023$14.1M
FY2024$17.3M
FY2025$19.8M
Net assets
$2.6M
FY2021
Tap a bar for its year
Net assets by fiscal year
FY2021$2.6M
FY2022$3.2M
FY2023$3.1M
FY2024$4.1M
FY2025$4.3M

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

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

89 cents of each dollar spent went to programs.

Program services 89% · $10.1M Management & general 11% · $1.2M Fundraising 0% · $106

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

16 people listed on the 990; $225K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
Allan Ouimet
Executive Director
$124,503Pt VII · Sec A
Jacqueline Lamarche
Chief Financial Officer
$100,426Pt VII · Sec A
$0Pt VII · Sec A
Nilda Cohen
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
James Liptak
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$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.

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3 programs · $6.8M · in their own filed words · FY2020
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.

$3.7Mprogram 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.

$1.7Mprogram 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.

$1.3Mprogram expense

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 FY2021 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$12.0M
Ln 12
Gifts and grantsLn 1h$11.1M
Fees for servicesLn 2g$899K
Investment incomeLn 3$36K
Money outPt IX
$11.4M
Ln 25
Programscol B$10.1M
Managementcol C$1.2M
Fundraisingcol D$106
Owns and owesPt X
$2.6M
net assets · Ln 32
Cash and savingsLn 1–2$644K
Total assetsLn 16$4.4M
LiabilitiesLn 26$1.9M
PeoplePt VI, VII
16
listed · VII A
PaidVII A2
Voting boardVI 1a14
IndependentVI 1b14
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$11.1M
Government grantsLn 1e$10.9M
Fees for servicesLn 2g$899K
Investment incomeLn 3$36K
Gains on assetsLn 7$26K
Total revenueLn 12$12.0M
Assets in detailPt X, end of year
CashLn 1$429K
SavingsLn 2$215K
Cash and savings togetherLn 1–2$644K
InvestmentsLn 11–13$805K
Land, buildings, equipmentLn 10c$142K
Other assetsLn 15$5K
Total assetsLn 16$4.4M
LiabilitiesLn 26$1.9M
Net assetsLn 32$2.6M
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 FY21End FY21
Cash and savingsLn 1–2$643K$644K
InvestmentsLn 11–13$649K$805K
Land, buildings, equipmentLn 10c$133K$142K
Total assetsLn 16$3.1M$4.4M
LiabilitiesLn 26$1.2M$1.9M
Net assetsLn 32$1.9M$2.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$150K$150K
Pay of disqualified personsLn 6$3.3M$2.7M$618K
Other employee benefitsLn 9$665K$549K$116K
Payroll taxesLn 10$301K$235K$66K
Accounting feesLn 11c$30K$30K
Investment management feesLn 11f$9K$9K
Other fees for servicesLn 11g$47K$37K$10K
Advertising and promotionLn 12$37K$21K$16K
Office expensesLn 13$93K$43K$50K$106
Information technologyLn 14$79K$17K$62K
OccupancyLn 16$204K$160K$44K
TravelLn 17$66K$66K$281
Conferences, conventions and meetingsLn 19$2K$1K$578
Depreciation, depletion and amortizationLn 22$44K$36K$8K
InsuranceLn 23$34K$9K$25K
Other expenses (24a–d)Ln 24$6.1M$6.1M
All other expensesLn 24e$180K$144K$35K
Total functional expensesLn 25$11.4M$10.1M$1.2M$106

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $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 Viewing $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 FY2021 990 (6 parts)
Part I · Summary $12,004,951 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $9,227,127$11,070,424
I-9 Program service revenuePrior year $970,265$898,742
I-10 Investment incomePrior year $22,264$35,785
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $10,219,656$12,004,951
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $3,746,660$4,426,073
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $6,400,858$6,943,636
I-18 Total expensesPrior year $10,147,518$11,369,709
I-19 Revenue less expensesPrior year $72,138$635,242
Part VI · Governance 14 of 14 board members independent, no flags
VI-1a Voting members of the governing body14
VI-1b Independent voting members14
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $12,004,951 across 8 lines filed
Lines not itemized here account for $17,618 of total revenue; see the IRS return.
VIII-1a Federated campaigns$25,463
VIII-1e Government grants$10,900,897
VIII-1f All other contributions, gifts and grants$144,064
VIII-1h Total contributions, gifts and grants$11,070,424
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $881,124$881,124
VIII-3 Investment incomeExcluded from tax $9,431$9,431
VIII-7 Net gain or loss on sales of assetsExcluded from tax $26,354$26,354
VIII-12 Total revenueRelated to mission $898,742 · Unrelated business $0 · Excluded from tax $35,785$12,004,951
Part IX · Statement of functional expenses $11,369,709 across 17 lines filed
IX-5 Pay of current officers, directors and key staffManagement $149,734$149,734
IX-6 Pay of disqualified personsPrograms $2,692,516 · Management $617,902$3,310,418
IX-9 Other employee benefitsPrograms $549,153 · Management $115,772$664,925
IX-10 Payroll taxesPrograms $234,678 · Management $66,318$300,996
IX-11c Accounting feesManagement $30,300$30,300
IX-11f Investment management feesManagement $8,789$8,789
IX-11g Other fees for servicesPrograms $37,313 · Management $9,906$47,219
IX-12 Advertising and promotionPrograms $21,451 · Management $15,630$37,081
IX-13 Office expensesPrograms $43,042 · Management $50,125 · Fundraising $106$93,273
IX-14 Information technologyPrograms $16,701 · Management $62,155$78,856
IX-16 OccupancyPrograms $160,222 · Management $43,928$204,150
IX-17 TravelPrograms $66,061 · Management $281$66,342
IX-19 Conferences, conventions and meetingsPrograms $1,062 · Management $578$1,640
IX-22 Depreciation, depletion and amortizationPrograms $35,773 · Management $7,858$43,631
IX-23 InsurancePrograms $9,210 · Management $24,558$33,768
IX-24 Other expenses (24a–d)Programs $6,118,947$6,118,947
IX-24e All other expensesPrograms $144,422 · Management $35,218$179,640
IX-25 Total functional expensesPrograms $10,130,551 · Management $1,239,052 · Fundraising $106$11,369,709
Part X · Balance sheet $4,447,411 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $539,049$429,415
X-2 Savings and temporary cash investmentsStart of year $104,261$214,951
X-4 Accounts receivableStart of year $1,684,329$2,808,033
X-9 Prepaid expenses and deferred chargesStart of year $31,548$42,241
X-10c Land, buildings and equipment, netStart of year $132,580$142,319
X-11 Publicly traded securitiesStart of year $648,665$805,452
X-15 Other assetsStart of year $0$5,000
X-16 Total assetsStart of year $3,140,432$4,447,411
X-17 Accounts payable and accrued expensesStart of year $1,192,952$1,830,453
X-19 Deferred revenueStart of year $3,425$21,778
X-26 Total liabilitiesStart of year $1,196,377$1,852,231
X-27 Net assets without donor restrictionsStart of year $1,944,055$2,595,180
X-32 Total net assets or fund balancesStart of year $1,944,055$2,595,180
X-33 Total liabilities and net assetsStart of year $3,140,432$4,447,411
Part XI · Reconciliation of net assets $2,595,180 net assets at year end
XI-1 Total revenue$12,004,951
XI-2 Total expenses$11,369,709
XI-3 Revenue less expenses$635,242
XI-4 Net assets at start of year$1,944,055
XI-5 Net unrealized gains (losses) on investments$129,792
XI-9 Other changes in net assets−$113,909
XI-10 Net assets at end of year$2,595,180

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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