2015-07-21T13:09:27-05:00 2015-03-31 020476956 TYLER SIMMS & ST SAUVEUR PC 19 MORGAN DRIVE LEBANON NH 03766 990 2014-04-01 030277908 THE UPPER VALLEY HAVEN INC UPPE 8022956500 713 HARTFORD AVENUE WHITE RIVER JUNCTION VT 05001 SARA KOBYLENSKI EXECUTIVE DIRECTOR 8022956500 2015-07-15 1 KENNETH P GOODROW CPA P00435339 6036530044 2015-07-10 2014 2016-02-25 16:41:14Z SARA KOBYLENSKI 713 HARTFORD AVE WHITE RIVER JUNCTION VT 05001 4143175 0 X WWW.UPPERVALLEYHAVEN.ORG X 1980 VT THE UPPER VALLEY HAVEN SERVES PEOPLE STRUGGLING WITH POVERTY BY PROVIDING SHELTER AND EDUCATION TO HOMELESS FAMILIES, AND FOOD, CLOTHING AND SUPPORT TO ANYONE IN NEED. 15 15 46 600 0 0 3603875 3922234 0 0 125870 61197 138173 128832 3867918 4112263 0 0 0 0 1511168 1513548 0 0 327157 2583340 2714941 4094508 4228489 -226590 -116226 6038136 5975297 153220 145823 5884916 5829474 THE UPPER VALLEY HAVEN SERVES PEOPLE STRUGGLING WITH POVERTY BY PROVIDING SHELTER AND EDUCATION TO HOMELESS FAMILIES, AND FOOD, CLOTHING AND SUPPORT TO ANYONE IN NEED. 0 0 1105354 SHELTER- FAMILY SHELTER HAS CAPACITY TO HOUSE 8 HOMELESS FAMILIES WITH CHILDREN. WE SERVED 29 FAMILIES IN FY 2015. THE ADULT SHELTER HAS CAPACITY TO HOUSE 22. WE SERVED 122 IN FY 2015. 2662227 COMMUNITY SERVICES, WHICH INCLUDES ALL OTHER DIRECT SERVICE ACTIVITIES, SUCH AS THE FOOD SHELF, THE CLOTHING ROOM, THE PUBLIC SHOWER, AND COMMUNITY CASE MANAGEMENT WITH AFTERCARE.FOOD SHELF-PROVIDES FOOD FOR FAMILIES AND INDIVIDUALS IN NEED OF FOOD. DISTRIBUTED ONE WEEK OF FOOD 15,230 TIMES.EDUCATION- PROVIDES TRAINING AND LIFE SKILLS FOR CHILDREN AND ADULTS. 3767581 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 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 15 0 1 46 1 0 0 0 0 0 0 0 0 0 1 0 X 15 15 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 MEMBER 2.00 X 0 0 0 ELLEN ROCKMORE MEMBER 2.00 X 0 0 0 DORIAN ALEXANDRESCU MEMBER 2.00 X 0 0 0 JOHN SANDS MEMBER 2.00 X 0 0 0 DAVID NIERENBERG MEMBER 2.00 X 0 0 0 WILLIAM NISEN CO-VICE PRESIDENT 2.00 X X 0 0 0 CATHRYN NUNLIST SECRETARY 3.00 X X 0 0 0 CASS OLSEN MEMBER 5.00 X 0 0 0 MERRITT PATRIDGE PRESIDENT 3.00 X 0 0 0 BRETT C PELTZER TREASURER 2.00 X 0 0 0 ROGER SHEPARD MEMBER 3.00 X 0 0 0 TIMOTHY VAN LEER MEMBER 5.00 X 0 0 0 FRED WALTER MEMBER 2.00 X 0 0 0 ROBIN DALEY TUCK FELLOW-MEMBER 1.00 X 0 0 0 BRANDON SMITH TUCK FELLOW-MEMBER 1.00 X 0 0 0 SARA KOBYLENSKI EXECUTIVE DIRECTOR 40.00 X 80000 0 2331 80000 0 2331 0 0 0 0 0 3922234 1823957 3922234 31514 31514 29683 0 29683 29683 29683 159666 30912 128754 128754 MISC INCOME 624200 78 78 78 4112263 0 0 190029 81674 40838 20417 20419 1125258 969058 24432 131768 214746 191564 1159 22023 91870 76960 3392 11518 31355 31355 63896 37407 15662 10827 151989 145427 4290 2272 16581 15865 468 248 IN-KIND DONATION 1769989 1769806 183 OTHER EXPENSES 264366 180850 24379 59137 FOOD PROCUREMENT 206825 206825 DEVELOPMENT EXPENSES 89963 18183 4811 66969 119977 114798 3386 1793 4228489 3767581 133751 327157 378558 580194 160387 101128 7598 4079 39688 42557 41543 4665649 1101777 3708667 3563872 1700181 1675932 500 8549 6038136 5975297 121546 116267 31674 29556 153220 145823 X 5448611 5424611 204805 173363 231500 231500 5884916 5829474 6038136 5975297 -116226 60784 0 X X 1 X 0 1 0 X 2704248 2918991 2959837 3603875 3922234 16109185 2704248 2918991 2959837 3603875 3922234 16109185 16109185 20121 29313 31424 30518 31514 142890 99321 112659 130897 108818 159744 611439 16863514 0.95530 0.95910 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1805279 53968 114104 200000 1773351 1589903 195436 170826 150886 1805279 1574573 36812 145354 166836 1589903 1394926 214652 83838 118843 1574573 1414967 25083 161777 206901 1394926 0.86950 0.13050 1 0 201018 201018 4120130 845747 3274383 39918 34836 5082 286816 204369 82447 17767 16825 942 3563872 FUNDS HELD FOR OTHERS 29556 29556 PART V, LINE 4: PROVIDE FOUNDATION FOR LONGEVITY OF ORGANIZATION CHEFS 49938 49938 5479 GOLF TOURNAMENT 55705 55705 15021 3 54023 54023 10412 159666 159666 30912 30912 128754 X 63875 ESTIMATE X 15 53968 FMV X 1706114 ESTIMATE 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). JUDGEMENTS 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 11 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 OF 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.