Highland-Valley Elder Services INC FY2024 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.

501(c)(3) charity; gifts are tax-deductible.
91¢ of each $1 spent went to programs.
$257K 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

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
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
$257K
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
<1 mo
of spending, in cash
Plus $965K in investments, Pt X · Ln 11–13
Concern: 0.1 months of spending in cash; under 2 weeks.
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
$3.5M
46% of total assets
Looks good: liabilities are 46% 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
$18.3M
+22% vs prior year
Spent
$17.3M
To programs
91%
Net assets
$4.1M
By yearFY2021–FY2025
Revenue
$18.3M
FY2024▲ +22%
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
$17.3M
FY2024▲ +22%
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
$4.1M
FY2024▲ +34%
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 FY2024 Form 990 (year ending June 2024) · figures checked against the IRS filing · see the original

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You’re viewing the FY2024 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

91 cents of each dollar spent went to programs.

Program services 91% · $15.7M Management & general 9% · $1.5M

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; $257K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
Executive Director
$150,563Pt VII · Sec A
Chief Financial Officer
$106,792Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
President
$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.

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 · $12.0M · in their own filed words · FY2023
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.

$5.9Mprogram 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.

$4.1Mprogram 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.

$2.1Mprogram 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 FY2024 990, line by line.

1The main four
Money inPt VIII
$18.3M
Ln 12
Gifts and grantsLn 1h$16.8M
Fees for servicesLn 2g$1.5M
Investment incomeLn 3$83K
Money outPt IX
$17.3M
Ln 25
Programscol B$15.7M
Managementcol C$1.5M
Owns and owesPt X
$4.1M
net assets · Ln 32
Cash and savingsLn 1–2$96K
Total assetsLn 16$7.6M
LiabilitiesLn 26$3.5M
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$16.8M
Government grantsLn 1e$16.6M
Fees for servicesLn 2g$1.5M
Investment incomeLn 3$83K
Gains on assetsLn 7$61K
Total revenueLn 12$18.3M
Assets in detailPt X, end of year
CashLn 1$84K
SavingsLn 2$12K
Cash and savings togetherLn 1–2$96K
InvestmentsLn 11–13$965K
Land, buildings, equipmentLn 10c$192K
Other assetsLn 15$952K
Total assetsLn 16$7.6M
LiabilitiesLn 26$3.5M
Net assetsLn 32$4.1M
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 FY24End FY24
Cash and savingsLn 1–2$427K$96K
InvestmentsLn 11–13$877K$965K
Land, buildings, equipmentLn 10c$114K$192K
Total assetsLn 16$6.4M$7.6M
LiabilitiesLn 26$3.4M$3.5M
Net assetsLn 32$3.1M$4.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$184K$184K
Pay of disqualified personsLn 6$4.4M$3.6M$721K
Other employee benefitsLn 9$1.0M$847K$173K
Payroll taxesLn 10$388K$305K$83K
Accounting feesLn 11c$29K$29K
Investment management feesLn 11f$7K$7K
Other fees for servicesLn 11g$169K$155K$14K
Advertising and promotionLn 12$13K$4K$10K
Office expensesLn 13$150K$67K$82K
Information technologyLn 14$75K$21K$55K
OccupancyLn 16$272K$218K$54K
TravelLn 17$154K$153K$1K
Conferences, conventions and meetingsLn 19$9K$3K$6K
Depreciation, depletion and amortizationLn 22$55K$49K$6K
InsuranceLn 23$39K$1K$38K
Other expenses (24a–d)Ln 24$10.2M$10.2M
All other expensesLn 24e$151K$101K$51K
Total functional expensesLn 25$17.3M$15.7M$1.5M$0

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
FY2024 ViewingFiled 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
FY2022Filed 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

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $18,297,760 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $13,551,648$16,762,859
I-9 Program service revenuePrior year $1,382,977$1,452,077
I-10 Investment incomePrior year $41,496$82,824
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $14,976,121$18,297,760
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 $5,300,284$5,956,549
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $8,813,951$11,301,208
I-18 Total expensesPrior year $14,114,235$17,257,757
I-19 Revenue less expensesPrior year $861,886$1,040,003
Part VI · Governance 9 of 9 board members independent, no flags
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
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 $18,297,760 across 7 lines filed
Lines not itemized here account for $12,864 of total revenue; see the IRS return.
VIII-1e Government grants$16,632,880
VIII-1f All other contributions, gifts and grants$129,979
VIII-1h Total contributions, gifts and grants$16,762,859
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,439,213$1,439,213
VIII-3 Investment incomeExcluded from tax $21,997$21,997
VIII-7 Net gain or loss on sales of assetsExcluded from tax $60,827$60,827
VIII-12 Total revenueRelated to mission $1,452,077 · Unrelated business $0 · Excluded from tax $82,824$18,297,760
Part IX · Statement of functional expenses $17,257,757 across 17 lines filed
IX-5 Pay of current officers, directors and key staffManagement $184,052$184,052
IX-6 Pay of disqualified personsPrograms $3,643,762 · Management $721,138$4,364,900
IX-9 Other employee benefitsPrograms $846,705 · Management $172,909$1,019,614
IX-10 Payroll taxesPrograms $305,228 · Management $82,755$387,983
IX-11c Accounting feesManagement $29,000$29,000
IX-11f Investment management feesManagement $6,764$6,764
IX-11g Other fees for servicesPrograms $154,647 · Management $14,164$168,811
IX-12 Advertising and promotionPrograms $3,527 · Management $9,836$13,363
IX-13 Office expensesPrograms $67,498 · Management $82,320$149,818
IX-14 Information technologyPrograms $20,652 · Management $54,542$75,194
IX-16 OccupancyPrograms $217,953 · Management $54,099$272,052
IX-17 TravelPrograms $152,575 · Management $1,264$153,839
IX-19 Conferences, conventions and meetingsPrograms $2,939 · Management $6,101$9,040
IX-22 Depreciation, depletion and amortizationPrograms $48,958 · Management $5,752$54,710
IX-23 InsurancePrograms $1,454 · Management $37,557$39,011
IX-24 Other expenses (24a–d)Programs $10,178,319$10,178,319
IX-24e All other expensesPrograms $100,704 · Management $50,583$151,287
IX-25 Total functional expensesPrograms $15,744,921 · Management $1,512,836 · Fundraising $0$17,257,757
Part X · Balance sheet $7,601,715 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $81,811$83,508
X-2 Savings and temporary cash investmentsStart of year $345,538$12,242
X-4 Accounts receivableStart of year $4,214,965$5,371,338
X-9 Prepaid expenses and deferred chargesStart of year $36,768$25,833
X-10c Land, buildings and equipment, netStart of year $113,802$192,431
X-11 Publicly traded securitiesStart of year $877,005$964,748
X-15 Other assetsStart of year $758,693$951,615
X-16 Total assetsStart of year $6,428,582$7,601,715
X-17 Accounts payable and accrued expensesStart of year $2,362,193$2,258,983
X-19 Deferred revenueStart of year $254,385$25,946
X-25 Other liabilitiesStart of year $750,053$938,150
X-26 Total liabilitiesStart of year $3,366,631$3,488,079
X-27 Net assets without donor restrictionsStart of year $3,061,951$4,113,636
X-32 Total net assets or fund balancesStart of year $3,061,951$4,113,636
X-33 Total liabilities and net assetsStart of year $6,428,582$7,601,715
Part XI · Reconciliation of net assets $4,113,636 net assets at year end
XI-1 Total revenue$18,297,760
XI-2 Total expenses$17,257,757
XI-3 Revenue less expenses$1,040,003
XI-4 Net assets at start of year$3,061,951
XI-5 Net unrealized gains (losses) on investments$11,682
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$4,113,636

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

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