2018-08-14T12:15:39-05:00 2018-03-31 020476956 TYLER SIMMS & ST SAUVEUR PC 19 MORGAN DRIVE LEBANON NH 03766 990 2017-04-01 030277908 THE UPPER VALLEY HAVEN INC UPPE 8022956500 713 HARTFORD AVENUE WHITE RIVER JUNCTION VT 05001 SARA KOBYLENSKI EXECUTIVE DIRECTOR 8022956500 2018-08-14 1 KENNETH P GOODROW CPA P00435339 6036530044 2018-08-13 2017 2022-09-23 18:48:47Z SARA KOBYLENSKI 713 HARTFORD AVE WHITE RIVER JUNCTION VT 05001 6064858 0 X WWW.UPPERVALLEYHAVEN.ORG X 1980 VT NON-PROFIT PRIVATE ORGANIZATION THAT SERVES PEOPLE STRUGGLING WITH POVERTY BY PROVIDING FOOD... ...SHELTER, EDUCATION, PROBLEM SOLVING AND SUPPORT. 14 14 55 1514 0 0 4841788 5879151 0 0 48158 62034 120014 90420 5009960 6031605 0 0 0 0 1944748 2035266 0 0 396536 3314813 3892920 5259561 5928186 -249601 103419 5627485 5815048 325036 337248 5302449 5477800 X NON-PROFIT ORGANIZATION THAT SERVES PEOPLE STRUGGLING WITH POVERTY BY PROVIDING FOOD, PROBLEM SOLVING AND SUPPORT, SHELTER, AND BOTH ADULT AND CHILDREN'S EDUCATION. 0 0 3433488 THE FOOD SHELF DISTRIBUTED FOOD TO 4,099 DIFFERENT HOUSEHOLDS, COMPROMISING 11,915 PEOPLE. THESE HOUSEHOLDS MADE A TOTAL OF 14,894 VISITS TO THE FOOD SHELF. FOOD WAS ALSO DISTRIBUTED AT THE MINI FOOD SHELF AT THE PERINATAL MEDICATION ASSISTED TREATMENT PROGRAM TO 71 ADDITIONAL HOUSEHOLDS WITH 233 MEMBERS. 704095 PROBLEM SOLVING AND SUPPORT, ALSO CALLED SERVICE COORDINATION, WAS PROVIDED TO 1,376 UNDUPLICATED HOUSEHOLDS. THESE HOUSEHOLDS INCLUDED 2,164 ADULTS AND 1,149 CHILDREN TOTALING 3,313 PEOPLE. 824724 THE SHELTER SERVICES INCLUDE THREE SHELTERS. BYRNE HOUSE WITH 8 FAMILIES AT A TIME, SERVED 32 FAMILIES INCLUDING 111 PEOPLE: 17 ADULT MEN, 32 ADULT WOMEN, AND 61 CHILDREN. HIXON HOUSE, WITH 21 BEDS, SERVED 80 PEOPLE: 56 MEN AND 24 WOMEN. OF THESE PEOPLE, 4 WERE COUPLES AND 9 WERE VETERANS. THE THIRD PROGRAM IS THE SEASONAL SHELTER WHICH OPERATED FROM NOVEMBER THROUGH APRIL SERVING 114 PEOPLE, OF WHOM 80 WERE MEN, 33 WERE WOMEN, 1 WAS TRANSGENDERED. OF THESE PEOPLE 11 WERE VETERANS. 374421 CHILDREN'S EDUCATION:THE HAVEN PROVIDES AN AFTER SCHOOL PROGRAM EVERY DAY THE HARTFORD SCHOOLS ARE OPEN, AVAILABLE TO ANY CHILD WHO IS CURRENTLY OR WHO HAS EVER BEEN IN THE FAMILY SHELTER. THERE IS AN ESTIMATE OF ABOUT 65 CHILDREN WHO COULD CONCEIVABLY BE ELIGIBLE (I.E. AT ANY TIME ARE IN THE ZONE BETWEEN K AND 12). THIS YEAR 37 CHILDREN PARTICIPATED FOR SOME PART OF THE YEAR. THE HAVEN ALSO PROVIDES A FULL DAY PROGRAM FOR EIGHT WEEKS OF THE SUMMER. MOST OF THE SAME CHILDREN PARTICIPATE FOR ONE OR MORE WEEKS. THE HAVEN ALSO ARRANGES FOR THOSE CHILDREN TO HAVE ALTERNATIVE SUMMER ACTIVITIES IN CAMPS, ETC. ADULT EDUCATION:THE HAVEN PROVIDES TENANCY EDUCATION TO ALL SHELTER GUESTS, AND OFFERS A COMPREHENSIVE 18 SESSION COURSE CALLED GETTING AHEAD IN A JUST GETTING BY WORLD TO BOTH SHELTER GUESTS AND PEOPLE FOR THE COMMUNITY EXPERIENCING POVERTY. 40 INDIVIDUALS GRADUATED FROM THIS COURSE THIS YEAR. CONSULTATION ON HEALTH AND WELL-BEING TOPICS WAS PROVIDED 32 TIMES. LEGAL EDUCATION WAS OFFERED TWICE. FINANCIAL INFORMATION AND CREDIT REPAIR INFORMATION WAS OFFERED 4 TIMES. INDIVIDUAL EDUCATION RESOURCES WERE OFFERED TO ALL SHELTER GUESTS. "BRIDGES OUT OF POVERTY" DAY ONE OR DAY TWO EDUCATION WAS OFFERED IN FOUR DAY-LONG SESSIONS TO 190 UNDUPLICATED MEMBERS OF THE COMMUNITY. EDUCATIONAL INFORMATION ON POVERTY AND HOUSING SCARCITY WAS PROVIDED TO PUBLIC POLICY INFLUENCERS ON AT LEAST 30 OCCASIONS, AND TO STUDENT GROUPS ON AT LEAST 75 OCCASIONS. 374421 5336728 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 19 0 1 55 1 0 0 0 0 0 0 0 0 0 1 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X THE ORGANIZATION 8022956500 713 HARTFORD AVENUE WHITE RIVER JUNCTION VT 05001 DENISE ANDERSON MEMBER 2.00 X 0 0 0 JANE DARRACH CO-VICE PRESIDENT 3.00 X X 0 0 0 ANNE HILL SECRETARY 3.00 X X 0 0 0 ELLEN ROCKMORE CO-VICE PRESIDENT 2.00 X X 0 0 0 RALPH CARLTON MEMBER 2.00 X 0 0 0 JOHN SANDS TREASURER 2.00 X X 0 0 0 DAVID NIERENBERG MEMBER 2.00 X 0 0 0 SARAH MILES MEMBER 2.00 X 0 0 0 CATHRYN NUNLIST MEMBER 2.00 X 0 0 0 ANNE CLEMENS MEMBER 2.00 X 0 0 0 MERRITT PATRIDGE PRESIDENT 3.00 X X 0 0 0 KEITH MILNE MEMBER 2.00 X 0 0 0 RONALD PAPROCKI MEMBER 3.00 X 0 0 0 TIMOTHY VAN LEER MEMBER 5.00 X 0 0 0 SARA KOBYLENSKI EXECUTIVE DIRECTOR 40.00 X 85000 0 3396 85000 0 3396 0 0 0 0 0 28500 310783 5539868 2745628 5879151 29083 29083 32951 0 32951 32951 32951 122729 33253 89476 89476 MISC INCOME 624200 944 944 944 6031605 0 0 152454 88932 44466 22233 22233 1548136 1306693 44614 196829 274870 237281 8983 28606 123328 101942 5044 16342 36836 36836 49560 22324 3192 24044 119524 99574 17074 2876 148603 125702 19271 3630 23391 20401 2516 474 IN-KIND DONATION 2674280 2674280 FOOD PROCUREMENT 393919 393919 OTHER EXPENSES 303158 218708 26954 57496 DEVELOPMENT EXPENSES 74672 28494 5192 40986 68977 62944 3013 3020 5928186 5336728 194922 396536 528555 860277 119770 25060 24050 23960 68595 61890 4786418 1505541 3403029 3280877 1475773 1562934 7713 50 5627485 5815048 176199 175177 24247 22045 82395 83803 42195 56223 325036 337248 X 4926603 5088475 144346 157825 231500 231500 5302449 5477800 5627485 5815048 103419 71932 0 X X 0 1 X 1 0 X 3603875 3922234 4636426 4841788 5879151 22883474 3603875 3922234 4636426 4841788 5879151 22883474 22883474 30518 31514 29635 28420 29083 149170 108818 159744 140635 157622 123371 690190 23722834 0.96460 0.95920 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1601773 67393 133966 114107 1689025 1732851 46245 144616 321939 1601773 1801932 21709 2197 92987 1732851 1826181 53968 121983 200200 1801932 1598454 195436 193787 161496 1826181 0.84010 0.13700 0.02290 1 0 201018 201018 4145082 1172083 2972999 416591 312905 103686 23727 20553 3174 3280877 FUNDS HELD FOR OTHERS 56223 56223 X 6147168 71932 43632 115564 6031604 1 1 6031605 5971817 43632 43632 5928185 1 1 5928186 PART V, LINE 4: PROVIDE FOUNDATION FOR LONGEVITY OF ORGANIZATION PART X, LINE 2: THE ORGANIZATION ADOPTED THE ACCOUNTING METHODS UNDER FASB ASC SUBTOPIC 740-10 FOR UNCERTAIN TAX POSITIONS (UTP) ON JULY 1, 2009. THE UTP RULES PRESCRIBE A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN IN AN ORGANIZATION'S TAX RETURN. THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR THE TAX POSITIONS TAKEN AND, AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT MIGHT RESULT IN A MATERIAL IMPACT ON THE ORGANIZATION'S STATEMENTS OF FINANCIAL POSITION, ACTIVITIES AND CHANGES IN NET ASSETS AND CASH FLOWS. THE ORGANIZATION BELIEVES IT IS NO LONGER SUBJECT TO EXAMINATIONS FOR THE YEARS PRIOR TO 2014. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 33,253. IN-KIND INVESTMENT MANAGEMENT 10,379. PART XI, LINE 4B - OTHER ADJUSTMENTS: ROUNDING 1. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSE 33,253. IN-KIND INVESTMENT MANAGEMENT 10,379. PART XII, LINE 4B - OTHER ADJUSTMENTS: ROUNDING 1. CBHM FUNDRAISER 33599 33599 5152 GOLF TOURNAMENT 60805 60805 22712 2 28325 28325 5389 122729 122729 33253 33253 89476 X 21 67680 FMV X 4745 2674280 ESTIMATE X REFRIGERATOR 1 3668 FMV 0 1 1 PART I, LINE 32B: STOCK CONTRIBUTIONS ARE MADE DIRECTLY INTO THE SCHWAB LONG TERM INVESTMENT FUND AS PERMITTED INVESTMENTS UNDER THE INVESTMENTS GUIDELINES (BOARD APPROVED). JUDGMENTS ARE MADE ON THE BEST TIMING FOR THE SALE OF SUCH GIFTS BY THE INVESTMENT ADVISOR/FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS FOR REVIEW BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C IF ANY MEMBER OR THE BOARD OF DIRECTORS HAS A CONFLICT, IT NEEDS TO BE DISCLOSED TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS THEN VOTES TO DETERMINE IF THE MEMBER CAN CONTINUE TO SERVE ON THE BOARD. IN ADDITION, THE MEMBER WITH THE CONFLICT MUST REPORT TO THE REST OF THE BOARD OF DIRECTORS ON THE STATUS OF THE CONFLICT. THE GOVERNANCE COMMITTEE OF THE BOARD MONITORS COMPLIANCE. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS USED REGIONAL COMPARABLES TO DETERMINE THE SALARY OF THE ORGANIZATION'S EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS AND INFORMATION ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 2C THE FINANCE COMMITTEE ASSUMES THE RESPONSIBILITY OF OVERSIGHT AUDIT/REVIEW AND SELECTION OF INDEPENDENT AUDITOR.