UPPER VALLEY HAVEN

EIN: 030277908 501(c)(3)

WHITE RIVER JUNCTION, VT

Total Revenue
$10,373,535
Total Expenses
$6,421,434
Total Assets
$17,589,656
Net Assets
$17,142,075
🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Sign In — Free (10 views/day)

Financial Trends

Organization Details

Formation Year
1980
Legal Domicile
VT
Principal Officer
MICHAEL REDMOND
Phone
8022956500
Tax Period
2024-04-01 to 2025-03-31

UPPER VALLEY HAVEN, founded in 1980, is a mid-sized nonprofit that reported $10.4M in total revenue in fiscal year 2024. Revenue surged 28% from the prior year, signaling strong growth momentum. The organization ran a surplus of $4.0M, a strong 38% operating margin.

Mission

WITH THE SUPPORT OF THE UPPER VALLEY COMMUNITY, THE UPPER VALLEY HAVEN, A NON-PROFIT CORPORATION, ASSISTS THOSE WHO ARE EXPERIENCING POVERTY TO BE FREE FROM HUNGER, TO BE SECURELY HOUSED, AND TO PURSUE A SELF-DIRECTED LIFE.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Sign In — Free (10 views/day)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $10,128,283
Program Service Revenue $0
Investment Income $182,415
Other Revenue $62,837
TOTAL REVENUE $10,373,535

Expense Breakdown

Grants Paid $0
Salaries & Benefits $3,101,992
Fundraising Expenses $612,322
Program Expenses $4,759,216
Other Expenses $3,319,442
TOTAL EXPENSES $6,421,434

Year-over-Year Comparison

2024 2023 Change
Revenue $10,373,535 $8,111,616 +0.3%
Expenses $6,421,434 $6,295,030 +0.0%
Net Income $3,952,101 $1,816,586 +1.2%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required
🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Sign In

Governance

Voting Members
15
Independent Members
15
Employees
91
Volunteers
694

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
5
$128,154
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JIM ZIEN VICE PRESIDENT 2.00
Officer Director
$0 $0 $0
KATHY WELLING PRESIDENT 4.00
Officer Director
$0 $0 $0
FRANCES COHEN MEMBER 2.00
Director
$0 $0 $0
SUE BUCKHOLZ MEMBER 2.00
Director
$0 $0 $0
VIRIGINIA REED CHAIR OF PROGRAM COMMITTEE 2.00
Director
$0 $0 $0
MARY BROWN MEMBER 4.00
Director
$0 $0 $0
LIZ ADAMS MEMBER 2.00
Director
$0 $0 $0
JOHN SANDS MEMBER 2.00
Director
$0 $0 $0
ANN ROOT KEITH MEMBER 2.00
Director
$0 $0 $0
CARIN REYNOLDS SECRETARY 2.00
Officer Director
$0 $0 $0
JOE MAJOR MEMBER 2.00
Director
$0 $0 $0
SCOTT FARNSWORTH MEMBER 2.00
Director
$0 $0 $0
TOM YURKOSKY TREASURER 2.00
Officer Director
$0 $0 $0
KATE HAGNER MEMBER 2.00
Director
$0 $0 $0
EVAN SMITH MEMBER 2.00
Director
$0 $0 $0
MICHAEL REDMOND EXEC DIRECTOR 40.00
Officer
$128,154 $0 $128,154
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 $10,373,535 $6,421,434 $17,589,656 $3,952,101
2024 $8,111,616 $6,295,030 $13,504,698 $1,816,586
2023 $6,646,698 $6,017,913 $10,920,845 $628,785
2022 $6,830,659 $5,736,563 $10,418,624 $1,094,096
2021 $7,192,827 $5,562,988 $9,696,723 $1,629,839
2020 $8,076,601 $6,639,232 $6,940,263 $1,437,369
2019 $5,528,441 $5,884,224 $5,563,125 $-355,783
Explore More Nonprofits
→Top 100 Nonprofits in Vermont →Largest U.S. Nonprofits →Best Rated Nonprofits →Most Efficient Nonprofits

Compare UPPER VALLEY HAVEN with other nonprofits in Vermont and across the country.

We Value Your Privacy
We use cookies and similar technologies to analyze site traffic and improve your experience. By clicking "Accept All", you consent to our use of cookies for analytics and measurement.