2024-03-16T19:25:53-05:00 2023-06-30 042734675 DANIEL DENNIS AND COMPANY LLP 990 WASHINGTON STREET STE 203 DEDHAM MA 02026 990 2022-07-01 042594201 TRI-VALLEY INC TRI- 5089496640 10 MILL STREET DUDLEY MA 01571 ELISABETH PRINCE CHIEF EXECUTIVE OFFICER 5089496640 2024-03-15 ELISABETH PRINCE XXX-XX-XXXX 1 MICHAEL DRISCOLL P01347837 6172629898 2024-03-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ELISABETH PRINCE 10 MILL STREET DUDLEY MA 01571 29254604 0 X TRIVALLEYINC.ORG X 1977 MA 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. 15 15 266 406 0 0 18250236 17418955 11501465 11747095 14424 88554 0 0 29766125 29254604 0 0 0 0 9616803 10464612 0 0 0 17450029 18617798 27066832 29082410 2699293 172194 13831723 15593509 3910586 5500178 9921137 10093331 X 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. 0 0 11943150 495677 STATE FUNDED HOME CARE - PROVIDES COMMUNITY BASED SERVICES TO THE ELDERLY, INCLUDING CASE MANAGEMENT 5719833 6414929 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. 3651694 4380397 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. 2423980 NUTRITION AND SUPPORT - INCLUDES HOME-DELIVERED MEALS TO INDIVIDUALS WHO ARE UNABLE TO LEAVE THEIR HOMES WITHOUT DIFFICULTY; COMMUNITY DINING CENTERS WHICH CREATE AN OPPORTUNITY FOR INDIVIDUALS 60 YEARS AND OLDER AN OPPORTUNITY FOR SOCIALIZING WHILE ENJOYING A NUTRITIOUS LUNCH; AND EMERGENCY FOOD PANTRY SERVICES. 1224165 PROTECTIVE SERVICES - INVESTIGATES AND RESOLVES ALLEGATIONS OF ELDER ABUSE INCLUDING PHYSICAL, EMOTIONAL, SEXUAL, FINANCIAL EXPLOITATION, NEGLECT OR SELF NEGLECT. 1617036 456092 OTHER PROGRAMS - INCLUDE: CARE TRANSITIONS WHICH HELP OLDER AND DISABLED ADULTS TRANSITION FROM THE HOSPITAL OR REHAB SETTING TO HOME; CONGEGRATE HOUSING WHICH IS A LOW-COST SHARED LIVING EXPERIENCE IN A HOME-LIKE ENVIRONMENT THAT IS IDEAL FOR ELDERS AND YOUNGER DISABLED PEOPLE WHO ARE LOOKING FOR SOCIALIZATION AND INDEPENDENT LIVING; ELDER MENTAL HEALTH OUTREACH WHICH INCREASES BEHAVIORAL HEALTH SUPPORT IN UNDERSERVED COMMUNITIES; AND MONEY MANAGEMENT WHICH MATCHES TRAINED, INSURED AND SUPERVISED VOLUNTEERS WITH ELDERS WHO NEED HELP BALANCING THE CHECKING ACCOUNT, SETTING UP A BUDGET, WRITING CHECKS AND SORTING MAIL. OTHER SERVICES ARE PROVIDED TO INDIVIDUALS THROUGH SEVERAL DIFFERENT PROGRAMS WHICH ARE OPERATED IN CONJUNCTION WITH OTHER AGENCIES; PROGRAMS WHICH ARE NOT DIRECTLY STATE SUPPORTED EFFORTS; AND, PROGRAMS WHICH ARE DESIGNED TO MEET SPECIFIC COMMUNITY/ INDIVIDUAL NEEDS. 5265181 456092 26579858 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 13 0 1 266 1 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X RUTH PELLEGRINO CHIEF FINANCIAL OFFICER 5089496640 10 MILL STREET DUDLEY MA 01571 BRIAN PERRY PRESIDENT 1.00 X X 0 0 0 THEODORE BARTLETT VICE PRESIDENT 1.00 X X 0 0 0 JOSEPHINE VEGLIA ESQUIRE VICE PRESIDENT 1.00 X X 0 0 0 ANJENA KUZDZAL TREASURER 1.00 X X 0 0 0 VIRIGINA RAPO SECRETARY 1.00 X X 0 0 0 FRANCIS SMALL DIRECTOR 1.00 X 0 0 0 GEORGE ACQUAAH-MENSAH DIRECTOR 1.00 X 0 0 0 FRANCIS WHITE DIRECTOR 1.00 X 0 0 0 GREGORY BAZINET DIRECTOR 1.00 X 0 0 0 BARBARA CLANCY DIRECTOR 1.00 X 0 0 0 EVELYN GROVESTEEN DIRECTOR 1.00 X 0 0 0 JAMES HOWARD DIRECTOR 1.00 X 0 0 0 MARION ROOD DIRECTOR 1.00 X 0 0 0 MARY LOU STAPLES DIRECTOR 1.00 X 0 0 0 DONA SON DIRECTOR 1.00 X 0 0 0 ELISABETH PRINCE CHIEF EXECUTIVE OFFICER 35.00 X 156300 0 29895 RUTH PELLEGRINO CHIEF FINANCIAL OFFICER 35.00 X 91436 0 19268 247736 0 49163 1 0 1 0 TEMPUS UNLIMITED 600 TECHNOLOGY CENTER DRIVE STOUGHTON MA 02072 CDC/ADMIN TASK 2137414 MEDICAL RESOURCES HOME HEALTH CORP DB PO BOX 417788 BOSTON MA 02241 HOME CARE 1315006 INDEPENDENCE HEALTHCARE CORP 146 WEST BOYLSTON DRIVE SUITE 203 WORCESTER MA 01606 HOME CARE 1196566 CATHOLIC CHARITIES OF THE DIOCESE OF WOR 176 WORCESTER-PROVIDENCE TURNPIKE SUTTON MA 01590 HOME CARE 800766 BAYADA HOME HEALTH CARE PO BOX 536446 PITTSBURGH PA 15253 HOME CARE 684846 24 15511909 1907046 26812 17418955 PROGRAM SERVICE REVENUE 900099 11747095 11747095 11747095 88554 88554 29254604 11747095 0 88554 325071 325071 7638858 6798786 840072 387237 342401 44836 1422672 1249543 173129 690774 574785 115989 50451 48977 1474 100403 12913 87490 36128 33613 2515 442615 412374 30241 351761 95206 256555 294532 292419 2113 30863 18119 12744 73589 73589 253703 61295 192408 100041 25626 74415 CONTRACTED SERVICES 14806602 14806602 CLIENT MEALS 1359581 1345860 13721 UTILITIES 143353 34633 108720 SUPPLIES 142095 120128 21967 432081 306578 125503 29082410 26579858 2502552 0 5003742 5349137 875513 2021060 5651264 5849604 204718 31889 5887545 4016866 1971486 1870679 125000 125000 0 346140 13831723 15593509 1805302 2017735 144599 1276901 86048 107452 1874637 1751950 0 346140 3910586 5500178 X 9908099 10085858 13038 7473 9921137 10093331 13831723 15593509 172194 0 X X 0 1 X 1 1 1 X 13610460 14198654 15259060 18250873 17616189 78935236 13610460 14198654 15259060 18250873 17616189 78935236 78935236 41070 59299 26301 14424 88554 229648 35082 61210 96292 79261176 0.99590 0.99650 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 4326911 2565372 1761539 1560634 1451494 109140 1870679 OPERATING LEASE LIABILITY 346140 346140 X 29060752 -193852 -193852 29254604 0 29254604 28901548 -180862 -180862 29082410 0 29082410 PART IV, LINE 2B: THE REPRESENTATIVE PAYEE PROGRAM SERVES AS THE INSTITUTIONAL REPRESENTATIVE FOR INDIVIDUALS WITH INTELLECTUAL OR DEVELOPMENTAL DISABILITIES TO ENSURE THEIR MONTHLY BILLS ARE PAID ON-TIME AND IN-FULL. ALL AMOUNTS ARE RECORDED AS A LIABILITY AND ASSET. PART X, LINE 2: THE ORGANIZATION EVALUATES ITS TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN ITS TAX RETURNS TO DETERMINE WHETHER THE TAX POSITIONS ARE MORE-LIKELY-THAN-NOT OF BEING SUSTAINED BY THE APPLICABLE TAX AUTHORITY. TAX POSITIONS NOT DEEMED TO MEET THE MORE-LIKELY-THAN-NOT THRESHOLD, ALONG WITH ACCRUED INTEREST AND PENALTIES THEREON, WOULD BE RECORDED AS AN EXPENSE IN THE CURRENT YEAR CONSOLIDATED FINANCIAL STATEMENTS. MANAGEMENT HAS EVALUATED THE TAX POSITIONS TAKEN IN ITS PREVIOUSLY FILED RETURNS AND THOSE EXPECTED TO BE TAKEN IN ITS FISCAL YEAR 2023 RETURNS AND BELIEVE THEY ARE MORE-LIKELY-THAN-NOT OF BEING SUSTAINED IF EXAMINED BY FEDERAL OR STATE TAX AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: REVENUE FROM CONSOLIDATED SUBSIDIARY AND ELIMINATIONS PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES FROM CONSOLIDATED SUBSIDIARY AND ELIMINATIONS X X 0 0 0 0 0 0 0 0 0 ELISABETH PRINCE CHIEF EXECUTIVE OFFICER 156300 0 0 0 0 0 7815 0 22080 0 186195 0 0 0 X 1 26812 COST 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FISCAL DIRECTOR AND EXECUTIVE DIRECTOR REVIEW THE COMPLETED FORM 990 FOR FORM AND CONTENT BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C EACH CONFLICT OF INTEREST IS TO BE DISCLOSED TO THE BOARD OF DIRECTORS ON A YEARLY BASIS. FOR ALL DECISIONS BY THE BOARD, IF A CONFLICT ARISES, THE INDIVIDUAL IS ASKED TO RESCUSE FROM PARTICIPATING IN DISCUSSIONS AND DECISIONS. IF THE INDIVIDUAL REFUSES, THEY ARE SUBJECT TO REMOVAL FROM THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION INCLUDES ALL OF THE FOLLOWING ELEMENTS: REVIEW AND APPROVAL BY THE BOARD OF DIRECTORS OF THE ORGANIZATION. USE OF DATA TO COMPENSATE LEVELS OF COMPARABLE POSITIONS AT SIMILAR ORGANIZATIONS, AND CONTEMPORANEOUS DOCUMENTATION WITH RESPECT TO DECISIONS REGARDING COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 COPIES OF ALL PUBLIC DOCUMENTS OF THE ORGANIZATION ARE LOCATED AT THE AGENCY'S MAIN OFFICE AND ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST FORM 990, PART XII, LINE 2C: THE FINANCE COMMITTEE ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT, REVIEW AND COMPILATION OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. DUDLEY MILL REALTY LLC 10 MILL STREET DUDLEY MA 01571 320173142 OWNS AND OPERATES A BUILDING USED FOR OFFICE SPACE MA TRI-VALLEY INC C 333383 28694 1.00000 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 DUDLEY MILL REALTY LLC K 330000 EXECUTED LEASE AGREEMENT DUDLEY MILL REALTY LLC Q 197234 ACTUAL EXPENSES INCURRED