Tri-Valley Inc
- Assets
- $15.6m
- Revenue
- $29.3m
- Investments
- $125.0k
- Employees
- 266
- Location
- Dudley, MA
- Founding
- 06/1976
- Data as of
- 06/2023
- EIN
- 04-2594201
Organization Overview
Tri-Valley Inc is located in Dudley, MA. The organization was established in 1976. According to its NTEE Classification (E92) the organization is classified as: Home Health Care, under the broad grouping of Health Care and related organizations. As of 06/2023, Tri-Valley Inc employed 266 individuals. This organization is the central organization for a national or regional group of organizations. Tri-Valley Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2023, Tri-Valley Inc generated $29.3m in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 2.9% each year. All expenses for the organization totaled $29.1m during the year ending 06/2023. While expenses have increased by 3.1% per year over the past 8 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2023
Describe the Organization's Mission:
Part 3 - Line 1
TRI-VALLEY, INC. IS 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.
Describe the Organization's Program Activity:
Part 3 - Line 4a
STATE FUNDED HOME CARE - PROVIDES COMMUNITY BASED SERVICES TO THE ELDERLY, INCLUDING CASE MANAGEMENT
ADULT FAMILY CARE AND PERSONAL CARE ATTENDANTS - PROVIDES FAMILY LIVING AS AN ALTERNATIVE TO INSTITUTIONAL CARE. THE PROGRAM MATCHES PARTICIPANTS WITH CAREGIVERS WHO PROVIDE 24-HOUR SUPPORT IN THEIR HOMES OR ALLOWS CONSUMERS TO SELECT, TRAIN AND EMPLOY THEIR OWN CAREGIVERS WITH SUPPORT FROM SOCIAL WORKERS AND NURSING STAFF.
SENIOR CARE OPTIONS - COMBINES HEALTH SERVICE FEE WITH SOCIAL SUPPORT SERVICES BY COORDINATING CARE AND SPECIALIZED GERIATRIC SUPPORT SERVICES, ALONG WITH RESPITE CARE FOR FAMILIES AND CAREGIVERS.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Brian Perry President | OfficerTrustee | 1 | $0 |
Theodore Bartlett Vice President | OfficerTrustee | 1 | $0 |
Josephine Veglia Esquire Vice President | OfficerTrustee | 1 | $0 |
Anjena Kuzdzal Treasurer | OfficerTrustee | 1 | $0 |
Virigina Rapo Secretary | OfficerTrustee | 1 | $0 |
Francis Small Director | Trustee | 1 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Tempus Unlimited Cdc/admin Task | 6/29/23 | $2,137,414 |
Medical Resources Home Health Corp Db Home Care | 6/29/23 | $1,315,006 |
Independence Healthcare Corp Home Care | 6/29/23 | $1,196,566 |
Catholic Charities Of The Diocese Of Wor Home Care | 6/29/23 | $800,766 |
Bayada Home Health Care Home Care | 6/29/23 | $684,846 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $15,511,909 |
| All other contributions, gifts, grants, and similar amounts not included above | $1,907,046 |
| Noncash contributions included in lines 1a–1f | $26,812 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $17,418,955 |
| Total Program Service Revenue | $11,747,095 |
| Investment income | $88,554 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $29,254,604 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $325,071 |
| Compensation of current officers, directors, key employees. | $325,071 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $7,638,858 |
| Pension plan accruals and contributions | $387,237 |
| Other employee benefits | $1,422,672 |
| Payroll taxes | $690,774 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $50,451 |
| Fees for services: Accounting | $100,403 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $36,128 |
| Office expenses | $0 |
| Information technology | $442,615 |
| Royalties | $0 |
| Occupancy | $351,761 |
| Travel | $294,532 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $30,863 |
| Interest | $73,589 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $253,703 |
| Insurance | $100,041 |
| All other expenses | $432,081 |
| Total functional expenses | $29,082,410 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $5,349,137 |
| Savings and temporary cash investments | $2,021,060 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $5,849,604 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $31,889 |
| Net Land, buildings, and equipment | $1,870,679 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $125,000 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $346,140 |
| Total assets | $15,593,509 |
| Accounts payable and accrued expenses | $2,017,735 |
| Grants payable | $0 |
| Deferred revenue | $1,276,901 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $107,452 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $1,751,950 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $346,140 |
| Total liabilities | $5,500,178 |
| Net assets without donor restrictions | $10,085,858 |
| Net assets with donor restrictions | $7,473 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $15,593,509 |