Upper Valley Business Alliance
Nonprofit profile at a glance
- EIN
- 843255631
- IRS 990 coverage
- 2020–2025
- Forms available
- Form 990 2025
- Location
- West Lebanon, NH, USA
- Phone
- 6034481203
- Rating confidence
- Limited
- Sector
- Chambers of Commerce & Business Leagues
Reported finances
- Revenue
- $341,693
- Expenses
- $303,336
- Assets
- $302,434
- Liabilities
- $29,283
Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
25 people listed
Executive titles in this filing
- ALISON CHISOLM (VICE-PRESIDENT (THRU MARCH 2025))
People named in this filing
- SCOTT YOUNG (CHAIR)
- KEVIN PURCELL (DIRECTOR (THRU MARCH 2025))
- W JAY SIMMS (TREASURER (THRU JUNE 2025))
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 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The mission of the upper valley business alliance is to promote the economic development and prosperity of the communities we serve, including hanover, lebanon, enfield, plainfield, canaan and grantham, New Hampshire as well as norwich, Vermont. The organization is a membership-based organization and serves as the regional chamber of commerce. The organization oversees and communicates proposed state and local legislation and ordinances, promotes our region as a tourism destination and provides marketing of the area, interacts with local employers to provide opportunities for ongoing education, and works with businesses and local government to promote sustainable growth and economic development of area towns.
What it reported doing in 2025
Interaction with local employers to provide opportunties for ongoing education related to human resources, employer/employee relations and best hiring practices.
Operating model
- Revenue model
- Earned-program. 95% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.
Rating breakdown
- Financial Efficiency: NotEnoughData
- Transparency & Controls: 90
- Accountability: 88
- Sustainability: 50
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: Limited
- Program expense ratio: Limited
- Fundraising efficiency: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 64th 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; 64th percentile among comparable filings
- Governance controls: 5 of 7 controls in place; rating input score 71
- 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: Missing
- Independent financial-statement audit: Fail
Sustainability
- Operating margin: 11.2%; rating input score 59; 59th percentile among comparable filings
- Total-asset coverage ratio: 1; rating input score 41; 41st percentile among comparable filings
- Liabilities to assets ratio: 0.1; rating input score 22; 22nd percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 67; 67th percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: 5.1% per year; rating input score 100; 48th percentile among comparable filings
- Asset growth: 1.5% per year; rating input score 100; 28th percentile among comparable filings
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Governance: 19 of 19 board members independent · 5 of 7 filing controls reported
- Programs: 1 filed program accomplishment
- Leadership: top reported pay $0 · 25 people listed
- Consistency: 12 of 12 current checks pass
- Schedules: 4 filed schedules
- Filing history: 5 filing years from 2020 to 2025
- Contacts: How to reach this organization
- 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.
- Staff and benefit plans: Retirement and health plans the organization files with the Department of Labor, and the people in them.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- Review — Accountability: Governance controls: Independent financial-statement audit not reported.
- Review — Sustainability: Operating margin scored 59/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 41/100.
- High — Sustainability: Liabilities to assets ratio scored 22/100.