2013-07-22T13:31:35-05:00 2013-03-31 020476956 TYLER SIMMS & ST SAUVEUR PC 19 MORGAN DRIVE LEBANON NH 03766 990 2012-04-01 030277908 THE UPPER VALLEY HAVEN INC UPPE 8022956500 713 HARTFORD AVENUE WHITE RIVER JUNCTION VT 05001 SARA KOBYLENSKI 8022956500 2013-07-10 1 W JAY SIMMS P00435321 6036530044 2013-07-10 2012 2016-02-24 21:20:13Z SARA KOBYLENSKI 713 HARTFORD AVE WHITE RIVER JUNCTION VT 05001 3126413 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. 14 14 33 580 0 0 2918991 2959837 0 0 32062 35679 139749 109441 3090802 3104957 0 0 0 0 1414766 1379884 0 0 279661 1868451 2067045 3283217 3446929 -192415 -341972 6396812 6140997 120920 97222 6275892 6043775 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 1020541 SHELTER- FAMILY SHELTER HAS CAPACITY TO HOUSE 8 HOMELESS FAMILIES WITH CHILDREN. WE SERVED 39 FAMILIES IN FY 2013. THE ADULT SHELTER HAS CAPACITY TO HOUSE 22. WE SERVED 132 IN FY 2013. 2006669 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. 3027210 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 5 0 1 33 1 0 0 0 0 0 0 1 1 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 CASS OLSEN 4.00 X X 0 0 0 ANNA HORVATH 2.00 X X 0 0 0 EDWARD BORAZ 1.00 X 0 0 0 CATHRYN NUNLIST 1.00 X 0 0 0 JANE DARRACH 1.00 X 0 0 0 MICHAEL O'NEIL 1.00 X 0 0 0 ROGER SHEPARD 1.00 X 0 0 0 WILLIAM NISEN 4.00 X X 0 0 0 FREDERICK WALTER 1.00 X 0 0 0 BRETT PELTZER 1.00 X 0 0 0 RICHARD COTE 4.00 X X 0 0 0 DENISE ANDERSON 1.00 X 0 0 0 DOUGLAS LOUDON 8.00 X X 0 0 0 DAVID NIERENBERG 1.00 X 0 0 0 SARA KOBYLENSKI 40.00 X 75000 0 2855 75000 0 2855 0 0 0 0 0 89164 2870673 1198104 2959837 31424 31424 4255 0 4255 4255 4255 123748 21456 102292 102292 MISC INCOME 624200 7149 7149 7149 3104957 0 0 145120 77855 38928 19464 19463 1027996 875423 25728 126845 191366 165136 6628 19602 82667 68179 3444 11044 36322 36322 34751 23518 10258 975 143998 137781 4065 2152 16902 16172 477 253 IN-KIND DONATION 1161292 1161292 FOOD PROCUREMENT 247629 247629 OTHER EXPENSES 202613 144609 22588 35416 DEVELOPMENT EXPENSES 93407 24031 7410 61966 130131 124512 3674 1945 3446929 3027210 140058 279661 619744 397998 203169 228874 4925 2787 33943 40654 40926 46920 4620436 800550 3904387 3819886 1582217 1598455 7501 5423 6396812 6140997 94282 80003 26638 17219 120920 97222 X 5866740 5746015 303652 192260 105500 105500 6275892 6043775 6396812 6140997 -341972 109855 0 X X 1 X 0 1 0 X 1583184 2957064 2704248 2918991 2959837 13123324 1583184 2957064 2704248 2918991 2959837 13123324 13123324 28795 30719 20121 29313 31424 140372 50795 51391 99321 112659 130897 445063 13708759 0.95730 0.95490 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1582217 36812 145354 165928 1598455 1394926 214652 91482 118843 1582217 1414967 25083 161777 206901 1394926 858413 465360 91194 1414967 202516 764749 -108852 858413 0.93000 0.07000 0 0 201018 201018 4115210 632355 3482855 31894 26879 5015 254547 129011 125536 17767 12305 5462 3819886 FUNDS HELD FOR OTHERS 17219 17219 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: PROVIDE FOUNDATION FOR LONGEVITY OF ORGANIZATION CHEFS 31528 31528 4857 GOLF TOURNAMENT 42320 42320 11661 2 49900 49900 4938 123748 123748 21456 21456 102292 X 210000 ESTIMATE X 11 36812 FMV X 951167 ESTIMATE X OTHER IN-KIND DONATION 1 125 ACTUAL 0 1 1 THIRD PARTY USE: 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. 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.