TRI-Valley Inc
Donations deductibleTRI-Valley Inc's network
14 people3 organisationsi14 people and 3 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (14). Violet dotted lines (3) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
14 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 13 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Anjena Kuzdzal | Treasurer | 2021 | 5 yrs |
| Barbara O'Brien | Director | 2024 | 2 yrs |
| Brian J Perry (also filed as Brian Perry) | President | 2018 | 8 yrs |
| Evelyn Grovesteen | Director | 2019 | 7 yrs |
| Francis White (also filed as Frank White) | Director | 2023 | 3 yrs |
| Gary Goldberg | Director | 2024 | 2 yrs |
| George Acquaah-Mensah | Director | 2022 | 4 yrs |
| Gregory Bazinet | Director | 2018 | 8 yrs |
| Josephine Veglia Esquire | Vice President | 2022 | 4 yrs |
| Michael Caplette | Director | 2024 | 2 yrs |
| Paul Virgadamo | Director | 2024 | 2 yrs |
| Richard Majercik | Director | 2024 | 2 yrs |
| Theodore A Bartlett (also filed as Ted Bartlett, Theodore Bartlett) | Vice President | 2018 | 8 yrs |
| Virigina Rapo | Company secretary | 2022 | 4 yrs |
Officers and senior leadership
7 listediNamed in Part VII as officers, key employees or highest-compensated staff - not board members, shown for completeness.| Name | Title as filed | On the filings |
|---|---|---|
| David Cosgrove | Fiscal Director (Former) | 2018 |
| Elisabeth Prince | Executive Director | since 2019 |
| Elizabeth Prince | Executive Director | 2018 |
| Erika Browning | FMR Fiscal D | since 2019 |
| Julie Shaw | Chief Financial Officer | 2025 |
| Marilyn Travinski | Executive Director (Former) | 2018 |
| Ruth Pellegrino | Fiscal Director | since 2020 |
Pay and hours
year to 30 June 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Elisabeth Prince | Chief Executive Officer | 35 | $176k | $35k | |
| Ruth Pellegrino | Former Chief Financial Officer | 35 | $101k | $23k | |
| Brian Perry | President | 1 | $0 | ||
| Theodore Bartlett | Vice President | 1 | $0 | ||
| Josephine Veglia Esquire | Vice President | 1 | $0 | ||
| Anjena Kuzdzal | Treasurer | 1 | $0 | ||
| Virigina Rapo | Secretary | 1 | $0 | ||
| Richard Majercik | Director | 1 | $0 | ||
| George Acquaah-Mensah | Director | 1 | $0 | ||
| Frank White | Director | 1 | $0 | ||
| Gregory Bazinet | Director | 1 | $0 | ||
| Barbara O'brien | Director | 1 | $0 | ||
| Evelyn Grovesteen | Director | 1 | $0 | ||
| Michael Caplette | Director | 1 | $0 | ||
| Gary Goldberg | Director | 1 | $0 | ||
| Paul Virgadamo | Director | 1 | $0 | ||
| Julie Shaw | Chief Financial Officer | 35 | $0 |
About
- Legal name
- Tri-Valley Inc
- EIN
- 042594201
- Address
- 10 Mill St, Dudley, MA, 01571-3377
- State
- Massachusetts
- 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. (as filed on the Form 990)
- Activity (NTEE)
- E920 Health care
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Health Care
- Size band
- 8 (IRS master file code)
- Formed
- 1977
- Principal officer
- Elisabeth Prince (as named on the Form 990)
- IRS ruling date
- 1 June 1976
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 8, latest 2025
- IRS Publication 78
- PC (contributions deductible)
Most connected
Longest observed on the filings
≥8years on the filingsBrian J Perry
≥8years on the filingsGregory Bazinet
≥8years on the filingsTheodore A Bartlett
≥7years on the filingsEvelyn Grovesteen
Latest return
year to 30 June 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 30 June 2025. US dollars, as filed.- Total assets
- $16m
- Total liabilities
- $5.5m
- Net assets or fund balances
- $10.5m
- Contributions and grants received
- $22.8m
- Program service revenue
- $12.8m
- Employees
- 328
- Volunteers
- 375
Filed finances
2 yearsiTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $35.8m | $35.5m | $307k |
| 2023 | $33.3m | $32.7m | $600k |
As filed on the IRS Form 990. US dollars.