Nonprofit · EIN 04-2594201
TRI-VALLEY INC
Tax-exempt · DUDLEY, MA 01571
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $35,833,956 | $35,527,219 | $306,737 | $16,024,232 | $5,523,509 | $10,500,723 |
| June 30, 2024 | 990 | $33,267,144 | $32,666,752 | $600,392 | $15,718,211 | $5,467,645 | $10,250,566 |
| June 30, 2023 | 990 | $29,254,604 | $29,082,410 | $172,194 | $15,593,509 | $5,500,178 | $10,093,331 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $22,754,120
- of which government grants
- $21,032,086
- Program service revenue
- $12,823,056
- Investment income
- $256,780
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $357,916
- Other salaries and wages
- $9,404,434
- Salaries, compensation and benefits (total)
- $12,871,760
- Professional fundraising fees
- $0
- Legal fees
- $66,057
- Accounting fees
- $194,606
- Occupancy
- $364,234
- Travel
- $354,258
- Depreciation
- $265,402
- Program services (functional)
- $32,570,669
- Management and general (functional)
- $2,956,550
Balance sheet and other
- Total assets, start of year
- $15,718,211
- Total assets, end of year
- $16,024,232
- Total liabilities, end of year
- $5,523,509
- Net assets, end of year
- $10,500,723
- Land, buildings and equipment
- $1,455,139
- Net assets without donor restrictions
- $10,490,967
- Net assets with donor restrictions
- $9,756
- Gross receipts
- $35,833,956
- Employees
- 328
- Volunteers
- 375
- Year formed
- 1977
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ELISABETH PRINCE | CHIEF EXECUTIVE OFFICER Officer | 35 | $175,707 | $35,216 |
| RUTH PELLEGRINO | FORMER CHIEF FINANCIAL OFFICER Former | 35 | $100,982 | $22,780 |
| BRIAN PERRY | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| THEODORE BARTLETT | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| JOSEPHINE VEGLIA ESQUIRE | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| ANJENA KUZDZAL | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| VIRIGINA RAPO | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| RICHARD MAJERCIK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GEORGE ACQUAAH-MENSAH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| FRANK WHITE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GREGORY BAZINET | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BARBARA O'BRIEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| EVELYN GROVESTEEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHAEL CAPLETTE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GARY GOLDBERG | DIRECTOR Trustee or director | 1 | $0 | $0 |
2 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PAUL VIRGADAMO | DIRECTOR Trustee or director | 1 | $0 |
| JULIE SHAW | CHIEF FINANCIAL OFFICER Officer | 35 | $0 |
990 for the year ended June 30, 2024: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ELISABETH PRINCE | CHIEF EXECUTIVE OFFICER Officer | 35 | $170,424 | $32,279 |
| RUTH PELLEGRINO | CHIEF FINANCIAL OFFICER Officer | 35 | $97,158 | $20,748 |
| BRIAN PERRY | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| THEODORE BARTLETT | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| JOSEPHINE VEGLIA ESQUIRE | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| ANJENA KUZDZAL | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| VIRIGINA RAPO | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| RICHARD MAJERCIK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GEORGE ACQUAAH-MENSAH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| FRANCIS WHITE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GREGORY BAZINET | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BARBARA O'BRIEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| EVELYN GROVESTEEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JAMES HOWARD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARION ROOD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAUL VIRGADAMO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DONA SON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GARY GOLDBERG | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MICHAEL CAPLETTE | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ELISABETH PRINCE | CHIEF EXECUTIVE OFFICER Officer | 35 | $156,300 | $29,895 |
| RUTH PELLEGRINO | CHIEF FINANCIAL OFFICER Officer | 35 | $91,436 | $19,268 |
| BRIAN PERRY | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| THEODORE BARTLETT | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| JOSEPHINE VEGLIA ESQUIRE | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| ANJENA KUZDZAL | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| VIRIGINA RAPO | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| FRANCIS SMALL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GEORGE ACQUAAH-MENSAH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| FRANCIS WHITE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GREGORY BAZINET | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BARBARA CLANCY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| EVELYN GROVESTEEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JAMES HOWARD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARION ROOD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARY LOU STAPLES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DONA SON | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 10 MILL ST, DUDLEY, MA 01571-3377
- In care of
- % DAVID COSGROVE
- Principal officer (990 for 2024)
- ELISABETH PRINCE, 10 MILL STREET, DUDLEY, MA 01571
- Signed the 990
- ELISABETH PRINCE, CHIEF EXECUTIVE OFFICER
- Phone
- (508) 949-6640
- Website
- TRIVALLEYINC.ORG
- Return prepared by
- DANIEL DENNIS AND COMPANY LLP
Mission
TRI-VALLEY, INC. IS AN ORGANIZATION THAT IS SET UP TO ASSIST ELIGIBLE OLDER RESIDENTS WITH A RANGE OF SERVICES THAT WILL ENHANCE THEIR QUALITY OF LIFE AND ALLOW THEM TO LIVE AS INDEPENDENTLY AS POSSIBLE IN DIGNITY AND RESPECT.
Program accomplishments
- STATE FUNDED HOME CARE - PROVIDES COMMUNITY BASED SERVICES TO THE ELDERLY, INCLUDING CASE MANAGEMENTExpenses $15,407,816 · revenue $554,679
- ADULT FAMILY CARE AND PERSONAL CARE ATTENDANTS - PROVIDES FAMILY LIVING AS AN ALTERNATIVE TO INSTITUTIONAL CARE. THE PROGRAM MATCHES PARTICIPANTS WITH CAREGIVERS WHO PROVIDE 24-HOUR SUPPORT IN THEIR HOMES OR ALLOWS CONSUMERS TO SELECT, TRAIN AND EMPLOY THEIR OWN CAREGIVERS WITH SUPPORT FROM SOCIAL WORKERS AND NURSING STAFF.Expenses $6,363,359 · revenue $6,686,211
- SENIOR CARE OPTIONS - COMBINES HEALTH SERVICE FEE WITH SOCIAL SUPPORT SERVICES BY COORDINATING CARE AND SPECIALIZED GERIATRIC SUPPORT SERVICES, ALONG WITH RESPITE CARE FOR FAMILIES AND CAREGIVERS.Expenses $4,683,315 · revenue $5,325,172
- NUTRITION AND SUPPORT - INCLUDES HOME-DELIVERED MEALS TO INDIVIDUALS WHO ARE UNABLE TO LEAVE THEIR HOMES WITHOUT DIFFICULTY; COMMUNITY DINING CENTERS WHICH CREATE AN OPPORTUNITY FOR INDIVIDUALS 60 YEARS AND OLDER AN OPPORTUNITY FOR SOCIALIZING WHILE ENJOYING A NUTRITIOUS LUNCH; AND EMERGENCY FOOD PANTRY SERVICES.Expenses $2,668,156
- PROTECTIVE SERVICES - INVESTIGATES AND RESOLVES ALLEGATIONS OF ELDER ABUSE INCLUDING PHYSICAL, EMOTIONAL, SEXUAL, FINANCIAL EXPLOITATION, NEGLECT OR SELF NEGLECT.Expenses $1,257,231
- OTHER PROGRAMS - INCLUDE: CARE TRANSITIONS WHICH HELP OLDER AND DISABLED ADULTS TRANSITION FROM THE HOSPITAL OR REHAB SETTING TO HOME; CONGEGRATE HOUSING WHICH IS A LOW-COST SHARED LIVING EXPERIENCE IN A HOME-LIKE ENVIRONMENT THAT IS IDEAL FOR ELDERS AND YOUNGER DISABLED PEOPLE WHO ARE LOOKING FOR SOCIALIZATION AND INDEPENDENT LIVING; ELDER MENTAL HEALTH OUTREACH WHICH INCREASES BEHAVIORAL HEALTH SUPPORT IN UNDERSERVED COMMUNITIES; AND MONEY MANAGEMENT WHICH MATCHES TRAINED, INSURED AND SUPERVISED VOLUNTEERS WITH ELDERS WHO NEED HELP BALANCING THE CHECKING ACCOUNT, SETTING UP A BUDGET, WRITING CHECKS AND SORTING MAIL. OTHER SERVICES ARE PROVIDED TO INDIVIDUALS THROUGH SEVERAL DIFFERENT PROGRAMS WHICH ARE OPERATED IN CONJUNCTION WITH OTHER AGENCIES; PROGRAMS WHICH ARE NOT DIRECTLY STATE SUPPORTED EFFORTS; AND, PROGRAMS WHICH ARE DESIGNED TO MEET SPECIFIC COMMUNITY/ INDIVIDUAL NEEDS.Expenses $2,190,792 · revenue $256,994
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 04-2594201
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1976
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E920)
- Assets (IRS master file)
- $16,024,232
- Income (IRS master file)
- $35,833,956
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $35,833,956 | $35,527,219 | $16,024,232 | XML |
| 990 | June 2024 | $33,267,144 | $32,666,752 | $15,718,211 | XML |
| 990 | June 2023 | $29,254,604 | $29,082,410 | $15,593,509 | XML |
| 990 | June 2022 | $29,766,125 | $27,066,832 | $13,831,723 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-2594201).
Questions about TRI-VALLEY INC
- What is the EIN of TRI-VALLEY INC?
- The employer identification number (EIN) of TRI-VALLEY INC is 04-2594201.
- Is TRI-VALLEY INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
- Are donations to TRI-VALLEY INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does TRI-VALLEY INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of TRI-VALLEY INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TRI-VALLEY INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of TRI-VALLEY INC?
- The 990 for the year ended June 30, 2025 names ELISABETH PRINCE.
- Who are the officers and directors of TRI-VALLEY INC?
- The 990 for the year ended June 30, 2025 lists 17 people; 2 received compensation from the organization, the highest $175,707 (ELISABETH PRINCE, CHIEF EXECUTIVE OFFICER).
- How much revenue does TRI-VALLEY INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $35,833,956, expenses of $35,527,219 and total assets of $16,024,232 at year end.
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