SPECIAL NEEDS SUPPORT CENTER OF THE UPPER VALLEY (EIN 020363667) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1981

Legal Domicile

Principal Officer

KENDRA LAROCHE

Phone

6034486311

Tax Period

2024-07-01 to 2025-06-30

SPECIAL NEEDS SUPPORT CENTER OF THE UPPER VALLEY, founded in 1981, is a small nonprofit in the Human Services sector that reported $630K in total revenue in fiscal year 2024. Revenue surged 49% from the prior year, signaling strong growth momentum. The organization ran a surplus of $94K, a strong 15% operating margin.

Mission

TO EMPOWER OUR COMMUNITY TO BE A PLACE WHERE WE ALL BELONG.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $616,810

Program Service Revenue $4,670

Investment Income $7,728

Other Revenue $571

TOTAL REVENUE $629,779

Expense Breakdown

Grants Paid $0

Salaries & Benefits $401,594

Fundraising Expenses $66,631

Program Expenses $422,327

Other Expenses $133,699

TOTAL EXPENSES $535,293

Year-over-Year Comparison

	2024	2023	Change
Revenue	$629,779	$422,286	+0.5%
Expenses	$535,293	$428,054	+0.3%
Net Income	$94,486	$-5,768	-17.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$102,401

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Kendra LaRoche	Executive Director	050.00	Officer	$96,605	$5,796	$102,401
Brooke Hauge Trottier	Treasurer	002.00	Officer Director	$0	$0	$0
Cheryl Shattie	Director	001.00	Director	$0	$0	$0
Vince Mennona	Director	001.00	Director	$0	$0	$0
Kate Medeiros	Co-President	002.00	Officer Director	$0	$0	$0
Sue Hagerman	Secretary	002.00	Officer Director	$0	$0	$0
Meg Seely	Co-President	002.00	Officer Director	$0	$0	$0
Jo-Anne Unruh	Director	001.00	Director	$0	$0	$0
Annie Hoen	Director	001.00	Director	$0	$0	$0
Cody Dana	Director	001.00	Director	$0	$0	$0
Larissa Reznek	Director	001.00	Director	$0	$0	$0
Tesha Thibodeau	Director	001.00	Director	$0	$0	$0
Sam Estes	Director	001.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$629,779	$535,293	$376,996	$94,486
2024	$422,286	$428,054	$271,185	$-5,768
2023	$385,550	$390,453	$265,450	$-4,903
2022	$372,434	$269,065	$268,151	$103,369
2021	$284,046	$243,328	$157,870	$40,718
2020	$301,839	$230,090	$169,649	$71,749
2019	$207,012	$228,896	$50,211	$-21,884

SPECIAL NEEDS SUPPORT CENTER OF THE UPPER VALLEY