Nonprofit · EIN 03-0305008
UPPER VALLEY SERVICES INC
Also known as JASON RICHARDSON - CEO
Tax-exempt · WHITE RIVER JCT, VT 05001
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $42,307,712 | $40,601,237 | $1,706,475 | $12,282,705 | $4,599,054 | $7,683,651 |
| June 30, 2024 | 990 | $37,560,141 | $37,024,505 | $535,636 | $9,685,284 | $3,708,108 | $5,977,176 |
| June 30, 2023 | 990 | $35,596,367 | $35,027,959 | $568,408 | $8,970,017 | $3,528,477 | $5,441,540 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $384,552
- of which government grants
- $29,600
- Program service revenue
- $41,815,534
- Investment income
- $84,691
- Net rental income
- $22,935
- Net gain from sales of assets
- $26,599
- Other revenue
- $22,935
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $205,219
- Other salaries and wages
- $11,164,598
- Salaries, compensation and benefits (total)
- $14,536,424
- Professional fundraising fees
- $0
- Legal fees
- $22,128
- Accounting fees
- $39,600
- Occupancy
- $598,599
- Travel
- $531,073
- Depreciation
- $404,060
- Program services (functional)
- $35,927,298
- Management and general (functional)
- $4,673,939
Balance sheet and other
- Total assets, start of year
- $9,685,284
- Total assets, end of year
- $12,282,705
- Total liabilities, end of year
- $4,599,054
- Net assets, end of year
- $7,683,651
- Land, buildings and equipment
- $5,658,920
- Net assets without donor restrictions
- $7,630,606
- Net assets with donor restrictions
- $53,045
- Gross receipts
- $42,327,113
- Employees
- 248
- Volunteers
- 9
- Year formed
- 1987
- State of legal domicile
- VT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| GLORIA QUINN | EXECUTIVE DIRECTOR Officer | 40 | $160,290 | $0 | $37,860 |
| DR PATRICK FRAWLEY | DOCTOR/DIRECTOR OF VCIN CRISIS PROGRAM Highest-paid employee | 40 | $156,241 | $0 | $39,058 |
| SHANNON BURBELA | CFO Officer | 5 | $0 | $143,082 | $35,288 |
| BRANDON PEDIGO | ASST. DIRECTOR OF VCIN/CRISIS Highest-paid employee | 40 | $139,988 | $0 | $38,339 |
| ANN BRIDGES | LEAD NURSE AND DIRECTOR OF HEALTH SERVICES Highest-paid employee | 40 | $107,864 | $0 | $36,524 |
| ELLEN MALONE | CO-DIRECTOR OF QUALITY AND COLLABORATIVE CRISIS Highest-paid employee | 40 | $129,002 | $0 | $1,368 |
| DAVE WESTERMAN | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MICA TUCKER | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MARTHA DOUGLASS | SECRETARY EFF. 2/25 Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SUSAN YUAN | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SUE ALDRICH | MEMBER (STARTED 11/24) Trustee or director | 1 | $0 | $0 | $0 |
| BERNICE MILLS | MEMBER (STARTED 2/25) Trustee or director | 1 | $0 | $0 | $0 |
| EDWIN PLACE | MEMBER (THRU 5/25) Trustee or director | 1 | $0 | $0 | $0 |
| STEVE RAUH | MEMBER (THRU 2/25) Trustee or director | 1 | $0 | $0 | $0 |
| LOUISE RAUH | SECRETARY (THRU 2/25) Trustee or director, Officer | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 13 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| GLORIA QUINN | EXECUTIVE DIRECTOR Officer | 40 | $168,309 | $0 | $32,525 |
| DR PATRICK FRAWLEY | DIRECTOR OF VCIN CP Highest-paid employee | 40 | $153,004 | $0 | $32,916 |
| BRANDON PEDIGO | ASST. DIRECTOR VCIN/CRISIS Highest-paid employee | 1 | $137,575 | $0 | $32,257 |
| SHANNON BURBELA | CFO Officer | 40 | $0 | $126,087 | $33,287 |
| ANN BRIDGES | LEAD NURSE AND DIRECTOR OF HEALTH SERVICES Highest-paid employee | 1 | $105,564 | $0 | $30,384 |
| ELLEN MALONE | CO-DIRECTOR OF QUALITY AND COLLABORATIVE CRISIS Highest-paid employee | 1 | $114,048 | $0 | $1,303 |
| DAVE WESTERMAN | PRESIDENT Trustee or director, Officer | 75 | $0 | $0 | $0 |
| EDWIN PLACE | MEMBER Trustee or director | 22 | $0 | $0 | $0 |
| LOUISE RAUH | SECRETARY Trustee or director, Officer | 44 | $0 | $0 | $0 |
| MICA TUCKER | VICE PRESIDENT Trustee or director, Officer | 55 | $0 | $0 | $0 |
| PATSY FRENCH | MEMBER (LEFT BOARD ON 12/31/23) Trustee or director | 1 | $0 | $0 | $0 |
| STEVE RAUH | MEMBER Trustee or director | 75 | $0 | $0 | $0 |
| SUSAN YUAN | MEMBER Trustee or director | 22 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DR PATRICK FRAWLEY | DIRECTOR OF VCIN CP Highest-paid employee | 40 | $145,192 | $0 | $29,343 |
| GLORIA QUINN | EXECUTIVE DIRECTOR Officer | 40 | $143,770 | $0 | $29,471 |
| SHANNON BURBELA | CFO Officer | 40 | $0 | $90,039 | $16,738 |
| DAVE WESTERMAN | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| EDWIN PLACE | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| LOUISE RAUH | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| MARSHA TRISCHMAN | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MICA TUCKER | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| PATSY FRENCH | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| RON POE | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| STEVE RAUH | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SUSAN YUAN | MEMBER Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 72 S MAIN ST, WHITE RIVER JCT, VT 05001-7161
- Principal officer (990 for 2024)
- GLORIA QUINN, PO BOX 4409, WHITE RIVER JCT, VT 05001
- Signed the 990
- SHANNON BURBELA, CFO
- Phone
- (802) 280-1911
- Website
- WWW.UVS-VT.ORG
- Return prepared by
- TSS ADVISORS LLC
Mission
UPPER VALLEY SERVICES, INC. PROVIDES OPPORTUNITY, SUPPORT, AND ASSISTANCE TO PEOPLE WITH DEVELOPMENTAL DISABILITIES ENABLING THEM TO SAFELY LIVE, WORK AND SOCIALIZE IN THEIR COMMUNITIES IN WAYS WHICH ARE BASED UPON THEIR INDIVIDUAL NEEDS, VALUES, INTERESTS AND CHOICES.
Program accomplishments
- RESIDENTIAL - 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.Expenses $13,791,373 · revenue $16,740,688
- 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.Expenses $10,332,498 · revenue $10,978,557
- CASE MANAGEMENT - COORDINATES SERVICE FUNCTIONS PERFORMED ON BEHALF OF ELIGIBLE CLIENTS, ENCOMPASSING ALL ACTIVITIES NECESSARY FOR MULTIPLE PROVIDERS AND/OR PROGRAMS TO CO-EXIST.Expenses $4,725,797 · revenue $4,765,689
- DAY SERVICES - PRIMARILY SOCIAL AND RECREATIONAL SERVICES PROVIDED OUTSIDE THE RESIDENTIAL SETTING, WITH MINIMAL EMPHASIS ON STRUCTURED, PROFESSIONALLY RENDERED PROGRAMMING.Expenses $3,599,122 · revenue $4,265,897
- RESPITE SHORT-TERM INTERVENTIONS PROVIDED, IN OR OUT OF THE HOME, TO ENABLE FAMILIES TO MEET THE DEMANDS OF EVERYDAY LIVING, VACATION OR TO COPE WITH UNEXPECTED EVENTS.Expenses $2,856,378 · revenue $3,996,565
- VOCATIONAL SERVICES ASSIST DEVELOPMENTALLY DISABLED PEOPLE IN FINDING AND MAINTAINING EMPLOYMENT IN REGULAR WORK SETTINGS.Expenses $622,130 · revenue $1,068,138
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 03-0305008
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1987
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P820)
- Assets (IRS master file)
- $12,282,705
- Income (IRS master file)
- $42,327,113
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $42,307,712 | $40,601,237 | $12,282,705 | IRS |
| 990 | June 2024 | $37,560,141 | $37,024,505 | $9,685,284 | IRS |
| 990 | June 2023 | $35,596,367 | $35,027,959 | $8,970,017 | XML |
| 990 | June 2022 | $28,348,722 | $27,104,015 | $7,596,630 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 03-0305008).
Questions about UPPER VALLEY SERVICES INC
- What is the EIN of UPPER VALLEY SERVICES INC?
- The employer identification number (EIN) of UPPER VALLEY SERVICES INC is 03-0305008.
- Is UPPER VALLEY SERVICES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1987.
- Are donations to UPPER VALLEY SERVICES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UPPER VALLEY SERVICES INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UPPER VALLEY SERVICES INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UPPER VALLEY SERVICES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of UPPER VALLEY SERVICES INC?
- The 990 for the year ended June 30, 2025 names GLORIA QUINN.
- Who are the officers and directors of UPPER VALLEY SERVICES INC?
- The 990 for the year ended June 30, 2025 lists 15 people; 5 received compensation from the organization, the highest $160,290 (GLORIA QUINN, EXECUTIVE DIRECTOR).
- How much revenue does UPPER VALLEY SERVICES INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $42,307,712, expenses of $40,601,237 and total assets of $12,282,705 at year end.
Other nonprofits in WHITE RIVER JCT
- FAMILIES FIRST IN SOUTHERN VERMONT INC EIN 03-0353100 · last filed 990 for 2025
- LINCOLN STREET INC EIN 03-0280863 · last filed 990 for 2025
- AREA RESOURCE FOR INDIVIDUALIZED SERVICES INC EIN 04-3342213 · last filed 990 for 2025
All nonprofits in WHITE RIVER JCT · Vermont · Human services