2025-11-04T12:00:16-06:00 2025-06-30 205711238 ADELSON & COMPANY PC 100 NORTH STREET PITTSFIELD MA 01201 990 2024-07-01 042563340 HIGHLAND VALLEY ELDER SERVICES INC HIGH 4135862000 320 RIVERSIDE DR STE B FLORENCE MA 010622707 JACQUELINE LAMARCHE CHIEF FINANCIAL OFFICER 4135862000 2025-11-04 1 1 DAVID M IRWIN CPA P01435826 4134436408 2025-11-04 2024 2025-03-06 01:10:19Z JACQUELINE LAMARCHE 320 RIVERSIDE DR STE B FLORENCE MA 010622707 21473322 0 X WWW.HIGHLANDVALLEY.ORG X 1975 MA 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. 7 7 171 100 0 0 16762859 19582409 1452077 1520948 82824 67751 0 0 18297760 21171108 0 0 0 0 5956549 6770777 0 0 0 11301208 13023363 17257757 19794140 1040003 1376968 7601715 8528635 3488079 4255787 4113636 4272848 X 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. 0 0 2449927 110770 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. 4890911 322433 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. CARE ADVISORS AND NURSES CONDUCT REGULAR HOME VISITS TO MONITOR PROGRESS AND ADVOCATE FOR ELDERS WHO NEED ADDITIONAL SERVICES, INCLUDING ADULT DAY PROGRAMS, PERSONAL EMERGENCY RESPONSE SERVICES, HOME DELIVERED MEALS, AND MANY OTHER SERVICES. 7084049 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. SERVICES INCLUDE ADULT DAY HEALTH, HOME HEALTH AIDE, HOMEMAKER, PERSONAL CARE, HOME DELIVERED MEALS, PERSONAL CARE, AND MANY OTHERS. 3660218 1087745 TITLE III SUPPORT SERVICES, OMBUDSMAN, CLINICAL ASSESSMENT & ELIGIBILITY, PROTECTIVE SERVICES, LONG-TERM CARE AND ADRC OPTIONS, MONEY MANAGEMENT PROGRAM, ENHANCED COMMUNITY OPTIONS PROGRAM, SUPPORTIVE HOUSING, TITLE III E 3660218 1087745 18085105 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 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 0 0 0 0 1 18 0 1 171 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X X THE ORGANIZATION 4135862000 320 RIVERSIDE DR STE B FLORENCE MA 010622707 ESTELLE STASZ PRESIDENT 3.00 X X 0 0 0 PATRICK BROUGH VICE PRESIDENT 2.00 X X 0 0 0 NILDA COHEN TREASURER 3.00 X X 0 0 0 KATHRYN SERVICE SECRETARY 2.00 X X 0 0 0 DANA LITTURI DIRECTOR 1.00 X 0 0 0 POLLY RYAN DIRECTOR 1.00 X 0 0 0 ROBERT DIONNE DIRECTOR 1.00 X 0 0 0 ALLAN OUIMET EXECUTIVE DIRECTOR 37.50 X 159859 0 29433 JACQUELINE LAMARCHE CHIEF FINANCIAL OFFICER 37.50 X 125135 0 18895 284994 0 48328 2 0 1 0 0 19439927 142482 77842 19582409 OTHER GRANTS AND CONTRACTS 900099 1188752 1188752 PROGRAM INCOME - CLIENT CO-PAYS 900099 322433 322433 9763 9763 1520948 35718 35718 334247 302214 32033 32033 32033 21171108 1520948 0 67751 199982 199982 5031946 4140873 891073 1104091 921025 183066 434758 345965 88793 30500 30500 5945 5945 82791 66749 16042 20354 9529 10825 159860 79054 80806 64455 21127 43328 290951 228798 62153 194146 192703 1443 10514 10025 489 64355 44272 20083 44477 1455 43022 SUBCONTRACTED DIRECT CA 11337579 11337579 MEALS 487311 487311 CAREGIVER REIMBURSEMENT 62064 62064 PROGRAM SUPPLIES AND MA 42282 42282 125779 94294 31485 19794140 18085105 1709035 0 83508 315507 12242 1131178 5371338 4972140 25833 33395 760033 542360 192431 217673 964748 1045814 951615 812928 7601715 8528635 2258983 3353840 25946 101799 265000 938150 800148 3488079 4255787 X 4113636 4272848 4113636 4272848 7601715 8528635 X 1376968 19260 -1237016 X 0 1 X 1 1 1 X 11087294 11582937 13410913 16655675 19471639 72208458 11087294 11582937 13410913 16655675 19471639 72208458 72208458 156788 -112453 53072 87742 35718 220867 72429325 6491591 0.99700 0.99680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 133464 84789 48675 626569 457571 168998 217673 INVESTMENT IN MASU 6637 RIGHT-OF-USE OPERATING LEASE ASSET 806291 812928 OPERATING LEASE LIABILITIES 800148 800148 X 21184423 19260 19260 21165163 5945 5945 21171108 19788195 0 19788195 5945 5945 19794140 PART X, LINE 2: MANAGEMENT HAS EVALUATED SIGNIFICANT TAX POSITIONS AGAINST THE CRITERIA ESTABLISHED BY PROFESSIONAL STANDARDS AND BELIEVES THERE ARE NO SUCH TAX POSITIONS REQUIRING ACCOUNTING RECOGNITION. X X X X X 0 0 0 0 0 0 0 0 0 ALLAN OUIMET EXECUTIVE DIRECTOR 159859 0 0 0 0 0 0 0 29433 0 189292 0 0 0 X COMMODITIES AND COUPONS DISTRIBUTION 1 77842 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 IS SUBMITTED TO AND REVIEWED BY THE FULL BOARD OF DIRECTORS PRIOR TO FILING. THE CHIEF FINANCIAL OFFICER ALSO REVIEWS FORM 990 BEFORE SIGNING. FORM 990, PART VI, SECTION B, LINE 12C MEMBERS OF THE BOARD OF DIRECTORS AND EMPLOYEES ARE REQUIRED TO REPORT POTENTIAL CONFLICTS OF INTEREST ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 PERSONNEL COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS AND APPROVES COMPENSATION FOR THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: AGE APPROVED USE OF RESTRICTED SURPLUS -369,574. AGE REQUIRED PAYMENT TO TECHNOLOGY TRUST FUND -200,000. AGE REQUIRED PAYMENT TO ASAP NETWORK -667,442.