Upper Valley Services
Upper Valley Services reported $42.3 million in revenue and $40.6 million in expenses for the fiscal year ending June 30, 2025. Of every $100 it spent, $88.49 went to program services, $11.51 to management and general costs and $0.00 to fundraising. Its largest source of revenue was program service revenue such as fees, sales and contracts: 98.8% of the total. The highest compensation it reported for one person was $198,150 (EXECUTIVE DIRECTOR). 5 people received more than $100,000 in reportable compensation. Revenue rose 75% between FY2020 and FY2025. Source: Form 990, FY2025.
Where $100 of spending went
The fiscal year ending June 30, 2025 · Form 990, Part IX, line 25 · total expenses $41MFor context, the median across 3,614 covered human services charities: $88.27 programs, $11.52 management, $0.21 fundraising (medians computed separately, so they may not sum to $100).
Where $100 of revenue came from
The fiscal year ending June 30, 2025 · Form 990, Part VIII · total revenue $42MThe 990 scorecard · same measures for every charity, no grades
| Measure | FY2025 | Median |
|---|---|---|
| Program services Part IX 25(B) ÷ 25(A) | 88.5% | 87.2% |
| Management & general Part IX 25(C) ÷ 25(A) | 11.5% | 11.4% |
| Fundraising Part IX 25(D) ÷ 25(A) | 0.0% | 0.2% |
| Fundraising cost per $1 of contributions Part IX 25(D) ÷ Part VIII 1h | $0.00 | $0.02 |
| Contributions & grants share of revenue Part VIII 1h ÷ 12 | 0.9% | 20.6% |
| Government grants share of revenue Part VIII 1e ÷ 12 | 0.1% | 2.4% |
| Program service revenue share Part VIII 2g ÷ 12 | 98.8% | 70.8% |
| Highest reported compensation Part VII-A, columns D–F | $198,150 | $274,992 |
| Highest compensation as share of expenses Part VII-A ÷ Part IX 25(A) | 0.49% | 1.18% |
| People paid over $100,000 Part VII, line 2 | 5 | 6 |
| Net assets, in months of expenses Part X 33(B) ÷ monthly expenses | 2.3 | 6.9 |
| Independent voting board members Part VI 1a–1b | 6 of 6 | 100.0% |
A median is context, not a target: hospitals, universities, food banks and grantmakers spend in very different ways. What these measures can and can't tell you.
What the money paid for, in its own words
FY2025 · Form 990, Part III · the three largest programs by expenseResidential - Upper Valley Services offers home and shared living supports ranging from strengthening family-based living options to offering a few scheduled hours per week in a consumer's home helping them develop life skills (such as cooking, housekeeping, and personal finance) to 24/7 contracted support in a shared living provider's home. This program focuses on ensuring the consumer's health and safety, maximizing independence, addressing individual preferences and needs, creating a supportive and inclusive home environment, and enhancing quality of life
Vermont comforts of home - providing service in compliance with the regulations of the adult family care program under vermont's choices for care initiative, working to develop community-based options of care for people requiring a nursing home level of support
Case management - coordinates service functions performed on behalf of eligible clients, encompassing all activities necessary for multiple providers and/or programs to co-exist
Highest reported compensation
FY2025 · Form 990, Part VII, Section A · roles as filed; names are in the filing, not here| Role | From this org | From related orgs | Other | Total |
|---|---|---|---|---|
| EXECUTIVE DIRECTOR Officer, 40.00 hrs/week | $160,290 | $0 | $37,860 | $198,150 |
| DOCTOR/DIRECTOR OF VCIN CRISIS PROGRAM Highest compensated employee, 40.00 hrs/week | $156,241 | $0 | $39,058 | $195,299 |
| CFO Officer, 5.00 hrs/week | $0 | $143,082 | $35,288 | $178,370 |
| ASST. DIRECTOR OF VCIN/CRISIS Highest compensated employee, 40.00 hrs/week | $139,988 | $0 | $38,339 | $178,327 |
| LEAD NURSE AND DIRECTOR OF HEALTH SERVICES Highest compensated employee, 40.00 hrs/week | $107,864 | $0 | $36,524 | $144,388 |
| CO-DIRECTOR OF QUALITY AND COLLABORATIVE CRISIS Highest compensated employee, 40.00 hrs/week | $129,002 | $0 | $1,368 | $130,370 |
5 people received more than $100,000 in reportable compensation from Upper Valley Services (Part VII, line 2). Compensation of current officers, directors and key employees totaled $205K (Part IX, line 5).
6 years of filings
Form 990, Parts I, VII, IX and X · each row is that year's own filing, linkedGovernance answers, as filed
FY2025 · the organization's own yes/no answers; explanations, if any, are in Schedule O of the filing · what each means- Voting board members, and how many are independent Part VI, lines 1a–1b6 · 6 independent
- Audited financial statements Part XII 2bYes
- Conflict-of-interest policy Part VI 12aYes
- Whistleblower policy Part VI 13Yes
- Document retention policy Part VI 14Yes
- Independent process for top executive pay Part VI 15aYes
- Board given the 990 before filing Part VI 11aNo
- Family or business ties among insiders Part VI 2Yes
- Aware of a significant diversion of assets Part VI 5No
- Excess benefit transaction with an insider Part IV 25aNo
- Loans to or from insiders outstanding Part IV 26No
- Lobbying, or a 501(h) election in effect Part IV 4No
- Over $15,000 of professional fundraising services Part IV 18No
- Over $10,000 of activity outside the U.S. Part IV 14bNo
- Employees Part I, line 5248
- Volunteers Part I, line 69
Largest outside contractors
FY2025 · Form 990, Part VII, Section B · businesses only| ARIS SOULTIONS Accounting and ehr services | $550,150 |
Individuals listed as contractors are left out. 5 contractors were paid more than $100,000 in all.
Correct a figure or respond
Every number above is copied from Upper Valley Services's own Form 990. If one doesn't match the filing, that's our error and we'll fix it. If you work for Upper Valley Services, you can publish a response that is linked from this page.
Share or embed this breakdown
Of every $100 Upper Valley Services spent in FY2025, $88.49 went to programs. The full breakdown, from its IRS Form 990:
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Questions people ask
How much of Upper Valley Services's spending goes to programs?
In the fiscal year ending June 30, 2025, Upper Valley Services reported that 88.5% of its $40.6 million in expenses went to program services, 11.5% to management and general and 0.0% to fundraising (Form 990, Part IX).
How much does Upper Valley Services pay its top executive?
The largest total compensation Upper Valley Services reported for one person in the fiscal year ending June 30, 2025 was $198,150, for the role of EXECUTIVE DIRECTOR (Form 990, Part VII, including compensation from related organizations and other compensation).
Where does Upper Valley Services get its money?
Of $42.3 million in revenue in the fiscal year ending June 30, 2025, 0.9% came from contributions and grants (including 0.1% from government grants) and 98.8% from program service revenue (Form 990, Part VIII).
Is Upper Valley Services a registered charity?
The IRS lists EIN 03-0305008 as a 501(c)(3) organization (publicly supported organization (509(a)(2))), and its records show contributions as tax-deductible. Form 990 filings on record here cover tax years 2019, 2020, 2021, 2022, 2023, 2024. A filing shows what the organization reported; it doesn't by itself show whether a program works.
Sources
- FY2025: Form 990 for the fiscal year ending June 30, 2025, object 202621359349312612 · read the filing
- FY2024: Form 990 for the fiscal year ending June 30, 2024, object 202521359349312952 · read the filing
- FY2023: Form 990 for the fiscal year ending June 30, 2023, object 202431359349302738 · read the filing
- FY2022: Form 990 for the fiscal year ending June 30, 2022, object 202321359349313157 · read the filing
- FY2021: Form 990 for the fiscal year ending June 30, 2021, object 202231249349300303 · read the filing
- FY2020: Form 990 for the fiscal year ending June 30, 2020, object 202121379349308907 · read the filing
All filings for EIN 03-0305008: ProPublica Nonprofit Explorer · IRS Tax Exempt Organization Search. Figures are as the organization reported them; we have not audited them.