Highland-Valley Elder Services INC FY2022 filing

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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.

Form 990 Part I, line 1, FY2022. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 04-2563340) · Dispute this line
501(c)(3) charity; gifts are tax-deductible.
89¢ of each $1 spent went to programs.
$246K 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

FY2022 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
The latest return is for FY2025, 1 tax year back.
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
A surplus in 5 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
89%
of spending
89% of spending went to programs.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$246K
to officers and key staff · 2% of spending
Pay to officers and key staff is 2% of spending.
Part VII, Section A
1.0 mo
of spending, in cash
1.0 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $7K
1 funder names it on their filings.
Funders’ Sch. I, 990-PF
Liabilities
$1.5M
32% of total assets
Liabilities are 32% of assets.
Pt X · Ln 26
Independent board members
12
of 12 voting members
12 of 12 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$12.9M
+7% vs prior year
Spent
$12.1M
To programs
89%
Net assets
$3.2M
By yearFY2021–FY2025
Revenue
$12.9M
FY2022▲ +7%
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
$12.1M
FY2022▲ +7%
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
$3.2M
FY2022▲ +23%
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 FY2022 Form 990 (year ending June 2022) · figures checked against the IRS filing · see the original

You’re viewing the FY2022 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% · $10.8M Management & general 11% · $1.3M Fundraising 0% · $3K

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

14 people listed on the 990; $246K paid to officers and key staff (Part VII, Section A).

Part VII, Section A · reportable compensation · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII
Executive Director
$136,896Pt VII · Sec A
Chief Financial Officer
$108,772Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
President
$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.

See Highland-Valley Elder Services INC executive salaries →

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 · $7.7M · in their own filed words · FY2021
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.

Form 990 Part III, line 4, FY2021. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 04-2563340) · Dispute this line
$4.0Mprogram 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.

Form 990 Part III, line 4, FY2021. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 04-2563340) · Dispute this line
$2.2Mprogram 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.

Form 990 Part III, line 4, FY2021. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 04-2563340) · Dispute this line
$1.5Mprogram 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
Total grants receivedfrom 1 funder$7K

Federal money

Single Audit · Federal Audit Clearinghouse · money spent from federal programs
Year ending Jun 2025 · $1.1M federal money spent
Special Programs for the Aging, Title III, Part C, Nutrition ServicesDepartment of Health and Human Services · ALN 93.045 · Through Commonwealth of Massachusetts Executive Office of Aging and Independence$471K
Special Programs for the Aging, Title III, Part B, Grants for Supportive Services and Senior CentersDepartment of Health and Human Services · ALN 93.044 · Through Commonwealth of Massachusetts Executive Office of Aging and Independence$371K
National Family Caregiver Support, Title III, Part EDepartment of Health and Human Services · ALN 93.052 · Through Commonwealth of Massachusetts Executive Office of Aging and Independence$111K
Nutrition Services Incentive ProgramDepartment of Health and Human Services · ALN 93.053 · Through Commonwealth of Massachusetts Executive Office of Aging and Independence$81K
Special Programs for the Aging, Title Vii, Chapter 2, Long Term Care Ombudsman Services for Older IndividualsDepartment of Health and Human Services · ALN 93.042 · Through Commonwealth of Massachusetts Executive Office of Aging and Independence$54K

Plus 3 smaller programs.

The auditor reported no findings.

Year ending Jun 2024 · $1.1M federal money spent
Special Programs for the Aging, Title III, Part C, Nutrition ServicesDepartment of Health and Human Services · ALN 93.045 · Through Commonwealth of Massachusetts Executive Office of Elder Affairs$355K
Special Programs for the Aging, Title III, Part B, Grants for Supportive Services and Senior CentersDepartment of Health and Human Services · ALN 93.044 · Through Commonwealth of Massachusetts Executive Office of Elder Affairs$334K
National Family Caregiver Support, Title III, Part EDepartment of Health and Human Services · ALN 93.052 · Through Commonwealth of Massachusetts Executive Office of Elder Affairs$152K
Nutrition Services Incentive ProgramDepartment of Health and Human Services · ALN 93.053 · Through Commonwealth of Massachusetts Executive Office of Elder Affairs$112K
Special Programs for the Aging, Title Vii, Chapter 2, Long Term Care Ombudsman Services for Older IndividualsDepartment of Health and Human Services · ALN 93.042 · Through Commonwealth of Massachusetts Executive Office of Elder Affairs$58K

Plus 3 smaller programs.

The auditor reported no findings.

Year ending Jun 2023 · $1.1M federal money spent
Special Programs for the Aging_title III, Part C_nutrition ServicesDepartment of Health and Human Services · ALN 93.045 · Through Commonwealth of Massachusetts Executive Office of Elder Affairs$398K
Special Programs for the Aging_title III, Part B_grants for Supportive Services and Senior CentersDepartment of Health and Human Services · ALN 93.044 · Through Commonwealth of Massachusetts Executive Office of Elder Affairs$325K
Nutrition Services Incentive ProgramDepartment of Health and Human Services · ALN 93.053 · Through Commonwealth of Massachusetts Executive Office of Elder Affairs$151K
National Family Caregiver Support, Title III, Part EDepartment of Health and Human Services · ALN 93.052 · Through Commonwealth of Massachusetts Executive Office of Elder Affairs$137K
Special Programs for the Aging_title Vii, Chapter 2_long Term Care Ombudsman Services for Older IndividualsDepartment of Health and Human Services · ALN 93.042 · Through Commonwealth of Massachusetts Executive Office of Elder Affairs$88K

Plus 3 smaller programs.

The auditor reported no findings.

Year ending Jun 2022 · $1.1M federal money spent
Special Programs for the Aging Title III, Part C Nutrition ServicesDepartment of Health and Human Services · ALN 93.045 · Through Commonwealth of Massachusetts Executive of Elder Affairs$534K
Special Programs for the Aging Title III, Part B Grants for Supportive Services and Senior CentersDepartment of Health and Human Services · ALN 93.044 · Through Commonwealth of Massachusetts Executive Office of Elder Affairs and 1 more$253K
Nutrition Services Incentive ProgramDepartment of Health and Human Services · ALN 93.053 · Through Commonwealth of Massachusetts Executive of Elder Affairs$143K
National Family Caregiver Support, Title III, Part EDepartment of Health and Human Services · ALN 93.052 · Through Commonwealth of Massachusetts Executive of Elder Affairs$112K
Special Programs for the Aging Title Vii, Chapter 2 Long Term Care Ombudsman Services for Older IndividualsDepartment of Health and Human Services · ALN 93.042 · Through Commonwealth of Massachusetts Executive of Elder Affairs$45K

Plus 4 smaller programs.

The auditor reported no findings.

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$12.9M
Ln 12
Gifts and grantsLn 1h$11.7M
Fees for servicesLn 2g$1.2M
Investment incomeLn 3$39K
Money outPt IX
$12.1M
Ln 25
Programscol B$10.8M
Managementcol C$1.3M
Fundraisingcol D$3K
Owns and owesPt X
$3.2M
net assets · Ln 32
Cash and savingsLn 1–2$1.0M
Total assetsLn 16$4.7M
LiabilitiesLn 26$1.5M
PeoplePt VI, VII
14
listed · VII A
PaidVII A2
Voting boardVI 1a12
IndependentVI 1b12
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$11.7M
Government grantsLn 1e$11.5M
Fees for servicesLn 2g$1.2M
Investment incomeLn 3$39K
Gains on assetsLn 7$17K
Total revenueLn 12$12.9M
Assets in detailPt X, end of year
CashLn 1$87K
SavingsLn 2$950K
Cash and savings togetherLn 1–2$1.0M
Accounts receivableLn 4$2.8M
Prepaid expenses and deferred chargesLn 9$20K
Land, buildings, equipmentLn 10c$99K
InvestmentsLn 11–13$743K
Other assetsLn 15$5K
Total assetsLn 16$4.7M
LiabilitiesLn 26$1.5M
Net assetsLn 32$3.2M
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 FY22End FY22
Cash and savingsLn 1–2$644K$1.0M
InvestmentsLn 11–13$805K$743K
Land, buildings, equipmentLn 10c$142K$99K
Total assetsLn 16$4.4M$4.7M
LiabilitiesLn 26$1.9M$1.5M
Net assetsLn 32$2.6M$3.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of officers and key staff (Part IX, line 5)Ln 5$159K$159K
Pay of disqualified personsLn 6$3.6M$2.9M$685K
Other employee benefitsLn 9$612K$489K$123K
Payroll taxesLn 10$335K$260K$75K
Accounting feesLn 11c$28K$28K
Investment management feesLn 11f$10K$10K
Other fees for servicesLn 11g$44K$30K$14K
Advertising and promotionLn 12$34K$24K$9K
Office expensesLn 13$103K$48K$53K$2K
Information technologyLn 14$37K$4K$33K
OccupancyLn 16$215K$168K$47K
TravelLn 17$103K$103K$701$9
Conferences, conventions and meetingsLn 19$2K$2K$369
Depreciation, depletion and amortizationLn 22$44K$37K$6K
InsuranceLn 23$36K$9K$27K
Other expenses (24a–d)Ln 24$6.7M$6.7M
All other expensesLn 24e$164K$134K$30K
Total functional expensesLn 25$12.1M$10.8M$1.3M$3K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Nov 4, 2025 $21.2M$19.8M$1.4M$4.3M 990 PDF
FY2024Filed with the IRS Nov 5, 2024 $18.3M$17.3M$1.0M$4.1M 990 PDF
FY2023Filed with the IRS Nov 7, 2023 $15.0M$14.1M$862K$3.1M 990 PDF
FY2022 ViewingFiled with the IRS Nov 15, 2022 $12.9M$12.1M$734K$3.2M 990 PDF
FY2021Filed with the IRS Nov 15, 2021 $12.0M$11.4M$635K$2.6M 990 PDF

Schedules filed Part IV

A · Public support I · Grants O · Explanations
See the full FY2022 990
Part I · Summary $12,881,441 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $11,070,424$11,683,527
I-9 Program service revenuePrior year $898,742$1,158,959
I-10 Investment incomePrior year $35,785$38,955
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $12,004,951$12,881,441
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 $4,426,073$4,662,200
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $6,943,636$7,484,989
I-18 Total expensesPrior year $11,369,709$12,147,189
I-19 Revenue less expensesPrior year $635,242$734,252
Part VI · Governance 12 of 12 board members independent, no flags
VI-1a Voting members of the governing body12
VI-1b Independent voting members12
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 $12,881,441 across 8 lines filed
Lines not itemized here account for $20,591 of total revenue; see the IRS return.
VIII-1a Federated campaigns$25,476
VIII-1e Government grants$11,539,479
VIII-1f All other contributions, gifts and grants$118,572
VIII-1h Total contributions, gifts and grants$11,683,527
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,138,368$1,138,368
VIII-3 Investment incomeExcluded from tax $21,945$21,945
VIII-7 Net gain or loss on sales of assetsExcluded from tax $17,010$17,010
VIII-12 Total revenueRelated to mission $1,158,959 · Unrelated business $0 · Excluded from tax $38,955$12,881,441
Part IX · Statement of functional expenses $12,147,189 across 17 lines filed
IX-5 Pay of officers and key staff (Part IX, line 5)Management $158,759$158,759
IX-6 Pay of disqualified personsPrograms $2,872,155 · Management $684,650$3,556,805
IX-9 Other employee benefitsPrograms $488,945 · Management $122,895$611,840
IX-10 Payroll taxesPrograms $260,252 · Management $74,544$334,796
IX-11c Accounting feesManagement $28,000$28,000
IX-11f Investment management feesManagement $9,862$9,862
IX-11g Other fees for servicesPrograms $30,316 · Management $13,570$43,886
IX-12 Advertising and promotionPrograms $24,118 · Management $9,402$33,520
IX-13 Office expensesPrograms $48,119 · Management $52,773 · Fundraising $2,494$103,386
IX-14 Information technologyPrograms $3,825 · Management $32,829$36,654
IX-16 OccupancyPrograms $167,832 · Management $47,393$215,225
IX-17 TravelPrograms $102,605 · Management $701 · Fundraising $9$103,315
IX-19 Conferences, conventions and meetingsPrograms $1,634 · Management $369$2,003
IX-22 Depreciation, depletion and amortizationPrograms $37,349 · Management $6,463$43,812
IX-23 InsurancePrograms $9,152 · Management $27,302$36,454
IX-24 Other expenses (24a–d)Programs $6,664,935$6,664,935
IX-24e All other expensesPrograms $133,965 · Management $29,972$163,937
IX-25 Total functional expensesPrograms $10,845,202 · Management $1,299,484 · Fundraising $2,503$12,147,189
Part X · Balance sheet $4,698,909 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $429,415$86,913
X-2 Savings and temporary cash investmentsStart of year $214,951$949,739
X-4 Accounts receivableStart of year $2,808,033$2,796,172
X-9 Prepaid expenses and deferred chargesStart of year $42,241$19,578
X-10c Land, buildings and equipment, netStart of year $142,319$98,507
X-11 Publicly traded securitiesStart of year $805,452$743,000
X-15 Other assetsStart of year $5,000$5,000
X-16 Total assetsStart of year $4,447,411$4,698,909
X-17 Accounts payable and accrued expensesStart of year $1,830,453$1,331,839
X-19 Deferred revenueStart of year $21,778$179,184
X-26 Total liabilitiesStart of year $1,852,231$1,511,023
X-27 Net assets without donor restrictionsStart of year $2,595,180$3,187,886
X-32 Total net assets or fund balancesStart of year $2,595,180$3,187,886
X-33 Total liabilities and net assetsStart of year $4,447,411$4,698,909
Part XI · Reconciliation of net assets $3,187,886 net assets at year end
XI-1 Total revenue$12,881,441
XI-2 Total expenses$12,147,189
XI-3 Revenue less expenses$734,252
XI-4 Net assets at start of year$2,595,180
XI-5 Net unrealized gains (losses) on investments−$141,546
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$3,187,886

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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