Tri-Valley INC FY2020 filing

Tax-deductible

Dudley, MA501(c)(3)Since 1977Health CareEIN 04-2594201Revenue $25.0M in FY2020

On file with the IRStves.org10 Mill St, 01571-3377 · Dudley, MATax-exempt since Jun 1976Publicly supported charity — 170(b)(1)(A)(vi)

This page gets seen. Tell your story. Claim this org.

An organization that is set up to assist eligible older residents with a range of services that will enhance their quality of life and allow them to live as independently as possible in dignity and respect.

501(c)(3) charity; gifts are tax-deductible.
92¢ of each $1 spent went to programs.
$207K 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

FY2020 · 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
6 of 6
filings with a surplus
Average surplus $828K a year · 3% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
92%
of spending
Looks good: 92% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$207K
to officers and key staff · 0.8% of spending
Looks good: pay to officers and key staff is 1% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 2.3 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $20K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$5.5M
46% of total assets
Looks good: liabilities are 46% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 13 voting members
Looks good: 13 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$25.0M
Spent
$24.5M
To programs
92%
Net assets
$6.5M
By yearFY2020–FY2025
Revenue
$25.0M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$25.0M
FY2021$24.9M
FY2022$29.8M
FY2023$29.3M
FY2024$33.3M
FY2025$35.8M
Expenses
$24.5M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$24.5M
FY2021$24.1M
FY2022$27.1M
FY2023$29.1M
FY2024$32.7M
FY2025$35.5M
Net assets
$6.5M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$6.5M
FY2021$7.2M
FY2022$9.9M
FY2023$10.1M
FY2024$10.3M
FY2025$10.5M

From the FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

Give Claim
You’re viewing the FY2020 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 Jun 1976.

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

Where the money goes

92 cents of each dollar spent went to programs.

Program services 92% · $22.5M Management & general 8% · $2.0M

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

Something off? The org can add a note here. Request edit privileges.

Who runs it and what they're paid

19 people listed on the 990; $207K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Executive Di
$132,452Pt VII · Sec A
FMR Fiscal D
$71,069Pt VII · Sec A
Fiscal Direc
$3,115Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Elisabeth Prince’s $176K as Chief Executive Officer is at the 14th percentile of top reported officer pay among 2901 $10–100M 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 · 3 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Elisabeth Prince$175,707$170,424$156,300$144,382$142,580$132,452
Ruth Pellegrino$100,982$97,158$91,436$86,885$88,782$3,115
Erika Browning—————$71,069

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 Tri-Valley INC executive salaries →

Are you one of these people? Claim this org to confirm your role

Something off? The org can add a note here. Request edit privileges.

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

Helps eligible seniors live independently with dignity through various services.

Provided by the organization

Know this organization? Claim it to add your story

3 programs · $13.1M · in their own filed words · FY2019
01

State Funded Home Care

Provides community based services to the elderly, including case management.

$7.4Mprogram expense
02

Group Adult Family Care

Provides personal care services to a home or group environment to prevent early institutionalization through third party contracts.

$4.1Mprogram expense
03

Community Choices

Provides a variety of at-home services, such as skilled services, home health aides, housekeeping, laundry, and transportation.

$1.6Mprogram 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 · FY2025
Total grants receivedfrom 1 funder$20K

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$25.0M
Ln 12
Gifts and grantsLn 1h$14.2M
Fees for servicesLn 2g$10.7M
Other incomeLn 4–11$61K
Money outPt IX
$24.5M
Ln 25
Programscol B$22.5M
Managementcol C$2.0M
Owns and owesPt X
$6.5M
net assets · Ln 32
Cash and savingsLn 1–2$4.7M
Total assetsLn 16$12.0M
LiabilitiesLn 26$5.5M
PeoplePt VI, VII
19
listed · VII A
PaidVII A3
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$14.2M
Government grantsLn 1e$13.4M
Noncash giftsLn 1g$76K
Fees for servicesLn 2g$10.7M
Investment incomeLn 3$59K
Other incomeLn 4–11$61K
Total revenueLn 12$25.0M
Assets in detailPt X, end of year
CashLn 1$1.9M
SavingsLn 2$2.8M
Cash and savings togetherLn 1–2$4.7M
InvestmentsLn 11–13$125K
Land, buildings, equipmentLn 10c$2.4M
Total assetsLn 16$12.0M
LiabilitiesLn 26$5.5M
Net assetsLn 32$6.5M
OperationsPt I, VI
EmployeesI 5253
VolunteersI 6600
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 FY20End FY20
Cash and savingsLn 1–2$2.1M$4.7M
InvestmentsLn 11–13$125K$125K
Land, buildings, equipmentLn 10c$2.6M$2.4M
Total assetsLn 16$10.6M$12.0M
LiabilitiesLn 26$4.6M$5.5M
Net assetsLn 32$6.0M$6.5M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$253K$20K$233K
Other salaries and wagesLn 7$6.5M$5.8M$625K
Pension plan contributionsLn 8$299K$272K$27K
Other employee benefitsLn 9$1.3M$1.2M$127K
Payroll taxesLn 10$585K$509K$76K
Legal feesLn 11b$30K$29K$732
Accounting feesLn 11c$58K$58K
Other fees for servicesLn 11g$25K$18K$7K
Advertising and promotionLn 12$7K$6K$1K
Office expensesLn 13$79K$64K$15K
Information technologyLn 14$107K$95K$12K
OccupancyLn 16$675K$257K$418K
TravelLn 17$258K$254K$4K
Conferences, conventions and meetingsLn 19$28K$23K$5K
InterestLn 20$93K$20K$73K
Depreciation, depletion and amortizationLn 22$298K$55K$243K
InsuranceLn 23$77K$67K$10K
Other expenses (24a–d)Ln 24$13.5M$13.5M$9K
All other expensesLn 24e$371K$286K$86K
Total functional expensesLn 25$24.5M$22.5M$2.0M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $35.8M$35.5M$307K$10.5M 990 PDF
FY2024 $33.3M$32.7M$600K$10.3M 990 PDF
FY2023 $29.3M$29.1M$172K$10.1M 990 PDF
FY2022 $29.8M$27.1M$2.7M$9.9M 990 PDF
FY2021 $24.9M$24.1M$732K$7.2M 990 PDF
FY2020 Viewing $25.0M$24.5M$455K$6.5M 990 PDF

Want to add your own materials alongside these filings? Claim this org

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 FY2020 990 (6 parts)
Part I · Summary $24,981,028 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $13,610,460$14,198,654
I-9 Program service revenuePrior year $10,879,029$10,661,865
I-10 Investment incomePrior year $41,070$59,299
I-11 Other revenuePrior year $35,082$61,210
I-12 Total revenuePrior year $24,565,641$24,981,028
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $8,464,112$8,903,612
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $15,645,733$15,622,592
I-18 Total expensesPrior year $24,109,845$24,526,204
I-19 Revenue less expensesPrior year $455,796$454,824
Part VI · Governance 13 of 13 board members independent, no flags
VI-1a Voting members of the governing body13
VI-1b Independent voting members13
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 $24,981,028 across 8 lines filed
VIII-1e Government grants$13,367,574
VIII-1f All other contributions, gifts and grants$831,080
VIII-1g Noncash contributions (included above)$76,193
VIII-1h Total contributions, gifts and grants$14,198,654
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $10,661,865$10,661,865
VIII-3 Investment incomeExcluded from tax $59,299$59,299
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $61,210$61,210
VIII-12 Total revenueRelated to mission $10,723,075 · Excluded from tax $59,299$24,981,028
Part IX · Statement of functional expenses $24,526,204 across 19 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $19,834 · Management $232,913$252,747
IX-7 Other salaries and wagesPrograms $5,831,817 · Management $624,539$6,456,356
IX-8 Pension plan contributionsPrograms $272,488 · Management $26,591$299,079
IX-9 Other employee benefitsPrograms $1,183,250 · Management $127,104$1,310,354
IX-10 Payroll taxesPrograms $509,078 · Management $75,998$585,076
IX-11b Legal feesPrograms $29,281 · Management $732$30,013
IX-11c Accounting feesManagement $58,480$58,480
IX-11g Other fees for servicesPrograms $17,558 · Management $7,226$24,784
IX-12 Advertising and promotionPrograms $5,678 · Management $1,011$6,689
IX-13 Office expensesPrograms $64,104 · Management $14,638$78,742
IX-14 Information technologyPrograms $95,443 · Management $12,050$107,493
IX-16 OccupancyPrograms $257,179 · Management $417,502$674,681
IX-17 TravelPrograms $254,128 · Management $3,956$258,084
IX-19 Conferences, conventions and meetingsPrograms $22,814 · Management $4,864$27,678
IX-20 InterestPrograms $20,096 · Management $72,614$92,710
IX-22 Depreciation, depletion and amortizationPrograms $55,089 · Management $242,752$297,841
IX-23 InsurancePrograms $67,162 · Management $10,100$77,262
IX-24 Other expenses (24a–d)Programs $13,507,614 · Management $9,242$13,516,856
IX-24e All other expensesPrograms $285,580 · Management $85,699$371,279
IX-25 Total functional expensesPrograms $22,498,193 · Management $2,028,011 · Fundraising $0$24,526,204
Part X · Balance sheet $11,962,972 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $204,684$1,895,531
X-2 Savings and temporary cash investmentsStart of year $1,889,014$2,761,663
X-4 Accounts receivableStart of year $5,576,730$4,749,919
X-9 Prepaid expenses and deferred chargesStart of year $165,254$51,465
X-10c Land, buildings and equipment, netStart of year $2,649,791$2,379,394
X-12 Other securitiesStart of year $125,000$125,000
X-16 Total assetsStart of year $10,610,473$11,962,972
X-17 Accounts payable and accrued expensesStart of year $2,370,472$1,736,713
X-24 Unsecured notes and loans payable$1,635,000
X-26 Total liabilitiesStart of year $4,575,253$5,472,928
X-27 Net assets without donor restrictionsStart of year $5,974,052$6,414,580
X-28 Net assets with donor restrictionsStart of year $61,168$75,464
X-32 Total net assets or fund balancesStart of year $6,035,220$6,490,044
X-33 Total liabilities and net assetsStart of year $10,610,473$11,962,972
Part XI · Reconciliation of net assets $6,490,044 net assets at year end
XI-1 Total revenue$24,981,028
XI-2 Total expenses$24,526,204
XI-3 Revenue less expenses$454,824
XI-4 Net assets at start of year$6,035,220
XI-10 Net assets at end of year$6,490,044

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.
Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.