Tri-valley Care Inc
Nonprofit profile at a glance
- EIN
- 262061732
- IRS 990 coverage
- 2009–2024
- Forms available
- Form 990 2024
- Location
- Lafayette Hill, PA, USA
- Phone
- 6102604600
- Rating
- 85
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Health Support Services
Reported finances
- Revenue
- $1,161,349
- Expenses
- $1,167,428
- Assets
- $5,646,670
- Liabilities
- $207,661
Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
4 people listed
Executive titles in this filing
- MICHAEL NIX (PRESIDENT)
- ALICIA MCHALE TOLERICO (VICE PRESIDENT/DIRECTOR THRU 11/24)
People named in this filing
- MICHAEL NIX (PRESIDENT)
- NANCY BARRASSE (TREASURER/SECRETARY)
- SANCHEZ BENSON (DIRECTOR)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Provide community services, targeted services management and early intervention services to individuals who reside in pa and la.
What it reported doing in 2024
Tri valley care, inc. Is a supports coordination organization (sco) serving individuals with intellectual disability (id) and/or autism. Supports coordination is a pa medicaid funded service for ma eligible individuals or county funded if individual is not eligible for ma. A supports coordinator primary responsibilities are to assist individuals with locating, coordinating, and monitoring needed services and supports in the community. Tri valley care, inc. Works together with the individuals, their families, and other support networks to choose services that will help them achieve outcomes that increase capability and self-determination and afford the opportunity to live and grow in their community.pa office of developmental programs (odp) provides guidelines and standards to ensure sco compliance with federal regulations. Odp defines criteria for eligibility for id services or iq of 70 or below on standardized intelligence test, deficits in 2 areas of adaptive functioning, and evidence of onset prior to age 22. Individuals without idd, but with autism need to have deficits in at least 3 areas of adaptive functioning. Tri-valley care, inc. Assists over 500 individuals obtain and maintain access to critical services through Pennsylvania's intellectual disability waivers and county funded services. Individuals receiving support primarily reside across a 3-county area in northeastern Pennsylvania that includes lackawanna, susquehanna and wayne. Tri-valley care, inc. Also provides waiver-funded services to individuals residing in monroe, pike, luzerne, Wyoming counties. Individuals served range in age from 3 to 80+ who live at home with their family, independently w/wo supports, life sharing homes, community homes, or intermediate care facilities (icf) tri valley care continues to maintain nearly 100% satisfaction from participants and family members for the supports coordination services they provide. Tri-valley care, inc. Received and accepted over 35 new referrals for services during calendar year 2025.
Operating model
- Revenue model
- Earned-program. 100% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Program spending has declined or grown slowly and expenses are high relative to revenue.
Rating breakdown
- Financial Efficiency: 80
- Transparency & Controls: 90
- Accountability: 100
- Sustainability: 57
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 90.3%; rating input score 90
- Program expense ratio: 89.8%; rating input score 90
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 63rd percentile among comparable filings
- Pay-setting controls: Limited
- Foreign activity oversight: Limited
- Grant itemization coverage: Limited
- Major donor itemization: Limited
- Related-party transparency: Limited
Accountability
- Independent voting board: 100%; rating input score 100; 63rd percentile among comparable filings
- Governance controls: 7 of 7 controls in place; rating input score 100
- Conflict-of-interest policy: Pass
- Whistleblower policy: Pass
- Document-retention policy: Pass
- CEO compensation review process: NotApplicable
- Other executive compensation review process: NotApplicable
- Form 990 shared with the board: Pass
- Board meeting minutes documented: Pass
- Audit committee oversight: Pass
- Independent financial-statement audit: Pass
Sustainability
- Operating margin: -0.5%; rating input score 34; 34th percentile among comparable filings
- Total-asset coverage ratio: 4.84; rating input score 84; 84th percentile among comparable filings
- Liabilities to assets ratio: 0.04; rating input score 56; 56th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 81; 81st percentile among comparable filings
Growth
- Program expense growth: -5.6% per year; rating input score 0; 7th percentile among comparable filings
- Revenue growth: 3.2% per year; rating input score 100; 32nd percentile among comparable filings
- Asset growth: 13.8% per year; rating input score 100; 70th percentile among comparable filings
Details
- Where the money goes: 90.3% of revenue deployed · 89.8% of spending went to programs
- Governance: 3 of 3 board members independent · 7 of 7 filing controls reported
- Programs: 1 filed program accomplishment · $1M in reported program spending
- Leadership: top reported pay $0 · 4 people listed
- Consistency: 26 of 26 current checks pass
- Schedules: 4 filed schedules
- Filing history: 16 filing years from 2009 to 2024
- Contacts: How to reach this organization
- Related organizations: 39 filed related-organization links
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Growth: Program expense growth scored 0/100.
- Moderate — Sustainability: Operating margin scored 34/100.
- Review — Sustainability: Liabilities to assets ratio scored 56/100.