SOUTHWESTERN CONNECTICUT AGENCY ON AGING INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHWESTERN CONNECTICUT AGENCY ON AGING INC (EIN 06-0916407)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2026-03-23
- IRS object ID
- 202600829349301860
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-03-23T16:33:06-05:00 | ReturnTs |
| Tax Period End | 2025-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331374517 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 GREAT MEADOW ROAD | AddressLine1Txt |
| City | WETHERSFIELD | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06109 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 060916407 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHWESTERN CT AGENCY ON AGING INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOUT | BusinessNameControlTxt |
| Phone | 2033339288 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 LAFAYETTE BOULEVARD | AddressLine1Txt |
| City | BRIDGEPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06604 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARIE ALLEN | PersonNm |
| Person Title | PRESIDENT / CEO | PersonTitleTxt |
| Phone | 2033339288 | PhoneNum |
| Signature | 2026-03-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GARRETT M HIGGINS | PreparerPersonNm |
| PTIN | P00543209 | PTIN |
| Phone | 8602571870 | PhoneNum |
| Preparation | 2026-03-23 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARIE ALLEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 LAFAYETTE BOULEVARD | AddressLine1Txt |
| City | BRIDGEPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,206,849 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SWCAA.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1974 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | SWCAA IS THE TRUSTED SOURCE OF ADVOCACY, INFORMATION, AND ACCESS TO CARE FOR OLDER AND VULNERABLE ADULTS THAT PROVIDES RESOURCES TO STRENGTHEN THE REGIONAL AGING NETWORK. SWCAA ENVISIONS A COMMUNITY WHERE ALL ADULTS HAVE ACCESS TO THE LONG TERM CARE SUPPORTS AND SERVICES THAT HELP THEM THRIVE AND LIVE WITH DIGNITY IN THE SETTING OF THEIR CHOICE. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 130 | TotalEmployeeCnt |
| Total Volunteers | 122 | TotalVolunteersCnt |
| Total Gross UBI | $205,244 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $11,617 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $7,488,798 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,450,426 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $8,599,685 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,415,456 | CYProgramServiceRevenueAmt |
| PY Investment Income | $162,562 | PYInvestmentIncomeAmt |
| CY Investment Income | $66,215 | CYInvestmentIncomeAmt |
| PY Other Revenue | $73,305 | PYOtherRevenueAmt |
| CY Other Revenue | $208,104 | CYOtherRevenueAmt |
| PY Total Revenue | $16,324,350 | PYTotalRevenueAmt |
| CY Total Revenue | $17,140,201 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,462,670 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,874,461 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,359,179 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,454,012 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,137,199 | PYOtherExpensesAmt |
| CY Other Expenses | $4,460,988 | CYOtherExpensesAmt |
| PY Total Expenses | $15,959,048 | PYTotalExpensesAmt |
| CY Total Expenses | $16,789,461 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $365,302 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $350,740 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $7,177,217 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,231,179 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,702,163 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $4,351,235 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,475,054 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,879,944 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SWCAA IS THE TRUSTED SOURCE OF ADVOCACY, INFORMATION, AND ACCESS TO CARE FOR OLDER AND VULNERABLE ADULTS THAT PROVIDES RESOURCES TO STRENGTHEN THE REGIONAL AGING NETWORK. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,850,111 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $6,740,129 | RevenueAmt |
| Desc | CARE MANAGEMENT: SWCAA IS CONTRACTED BY THE DEPARTMENT OF SOCIAL SERVICES (DSS) TO PROVIDE CARE MANAGEMENT SERVICES TO INDIVIDUALS ENROLLED IN THE CONNECTICUT HOME CARE PROGRAMS. THIS MEDICAID WAIVER SUPPORTS OLDER ADULTS AND YOUNGER PERSONS WITH DISABILITIES TO REMAIN IN THEIR HOME AND FOREGO PREMATURE INSTITUTIONAL PLACEMENT. SWCAA'S SOCIAL SERVICE PROFESSIONALS ARE RESPONSIBLE TO ASSESS THE APPLICANT'S FINANCIAL AND FUNCTIONAL ELIGIBILITY FOR THE PROGRAM. THE ASSESSMENT INFORMATION IS SUBMITTED TO THE DSS FOR APPROVAL. ONCE APPROVED, SWCAA DEVELOPS A CARE PLAN BY AUTHORIZING SERVICES FROM MEDICAID PROVIDERS THAT WILL SUPPORT THE INDEPENDENCE AND IMPROVE THE QUALITY OF LIFE FOR CLIENTS. CLIENTS ARE MONITORED AND CARE PLAN AUTHORIZATIONS ARE ADJUSTED BASED ON EMERGENT CHANGES OR NEEDS. MANDATORY HOME VISITS AND MONTHLY MONITORING ARE DOCUMENTED IN A CLIENT MANAGEMENT SYSTEM. SWCAA IS REIMBURSED BASED ON THE CENSUS AND COMPLETION OF REQUIRED ACTIVITIES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $5,850,111 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $2,675,327 | RevenueAmt |
| Desc | TRANSITION: SWCAA IS DESIGNATED BY THE DEPARTMENT OF SOCIAL SERVICES TO ASSIST INDIVIDUALS WISHING TO TRANSITION OUT OF NURSING FACILITATES BACK TO THE COMMUNITY. THE SOCIAL SERVICE PROFESSIONALS WORK WITH NURSING HOME RESIDENTS TO OVERCOME BARRIERS THAT WOULD PREVENT THE INDIVIDUAL FROM RETURNING HOME. WORKING CLOSELY IN A TEAM THAT INCLUDES TRANSITION AND HOUSING COORDINATORS, THE SOCIAL SERVICE PROFESSIONALS DEVELOP A PLAN TO FIND APPROPRIATE HOUSING, IDENTIFY NECESSARY IN-HOME SUPPORTS AND INITIATE OTHER FORMAL AND IN-FORMAL SERVICES TO SUPPORT THE INDIVIDUAL. STAFF STAY WITH THE INDIVIDUAL FOR ONE YEAR POST TRANSITION TO SUPPORT THE CLIENT IN HIS OR HER NEW ENVIRONMENT. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,874,461 | ExpenseAmt |
| Grant | $3,874,461 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | GRANTS: SWCAA'S ANNUAL REQUEST FOR PROPOSALS INVITES NONPROFIT AGENCIES SERVING OLDER ADULTS TO APPLY FOR OLDER AMERICANS ACT (OAA) FUNDING ADMINISTERED BY SWCAA. EVERY THREE YEARS, A ROBUST AREA PLAN IS DEVELOPED TO INCLUDE A NEEDS ASSESSMENT FOR OLDER ADULTS IN SOUTHWESTERN CONNECTICUT. THE IDENTIFIED NEEDS FORM THE FOUNDATION FOR EVALUATING THE APPLICATIONS FOR FUNDING. SWCAA ACTIVELY RECRUITS AND PROVIDES TECHNICAL ASSISTANCE TO NONPROFITS TO ASSIST THEM IN APPLYING FOR FUNDS THROUGH THE OAA. THE INVITATION TO APPLY INCLUDES PUBLIC NOTICE IN THE NEWSPAPER, PROMOTION ON THE WEBSITE AND FACEBOOK, AND POSTCARDS SENT TO NONPROFITS, MASS EMAILS TO ORGANIZATIONS WITHIN SWCAA'S DISTRIBUTION LIST AND THE DISTRIBUTION LISTS OF OTHER MEMBER ORGANIZATIONS SUCH AS THE UNITED WAY. APPLICATION MATERIALS ARE POSTED ON THE SWCAA WEBSITE ALONG WITH OTHER RESOURCES TO GUIDE THE APPLICANT. ALL APPLICATIONS RECEIVED BY DEADLINE ARE REVIEWED BY THE GRANTS MANAGER FOR MINIMAL REQUIREMENTS AND COMPLIANCE WITH STATE AND FEDERAL REGULATIONS. SWCAA BOARD OF DIRECTORS AND ADVISORY COUNCIL EVALUATE APPLICATIONS USING A STANDARDIZED EVALUATION TOOL. AWARDS ARE MADE BASED ON THE EXISTING LEVEL OF FUNDS, THE ANTICIPATED ABILITY OF THE APPLICANT TO MEET THE IDENTIFIED NEEDS AND THE APPLICANT'S ABILITY TO COMPLY WITH ALL REQUIREMENTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $15,574,683 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 130 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RACHAEL HARVEY | PersonNm |
| Phone | 2033339288 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 LAFAYETTE BOULEVARD | AddressLine1Txt |
| City | BRIDGEPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06604 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd |
|---|---|---|---|---|---|---|---|
| MARIE ALLEN | |||||||
| PRESIDENT / CEO | 40.00 | Yes (X) | $164,755 | $0 | $45,309 | ||
| MARY DONNELLY | |||||||
| DIRECTOR, CARE MANAGEMENT | 40.00 | $130,938 | $0 | $23,593 | Yes (X) | ||
| CYNTHIA MAJERSKY | |||||||
| DIRECTOR, COMMUNITY OPTIONS | 40.00 | $113,075 | $0 | $72,375 | Yes (X) | ||
| STEPHANIE MINCEY | |||||||
| SYSTEMS ADMINISTRATOR | 40.00 | $112,033 | $0 | $37,727 | Yes (X) | ||
| RACHAEL HARVEY | |||||||
| FINANCE DIRECTOR | 40.00 | Yes (X) | $92,654 | $0 | $0 | ||
| A MARJOLIJN BAXENDALE | |||||||
| CHAIRMAN THRU 09/30/25 | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JEANETTE BOGDAN | |||||||
| VICE CHAIRMAN | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| KATE MAXHAM | |||||||
| VICE CHAIRMAN | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ELLEN ABEND | |||||||
| TREASURER | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| SUE BRANNELLY MARTIN | |||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| KATHLEEN BORDELON | |||||||
| DIRECTOR THRU 09/30/25 | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| JULIE DEMARCO | |||||||
| DIRECTOR JOINED 10/01/24 | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| LIZA ESTEVEZ | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| TERRY GIEGENGACK | |||||||
| DIRECTOR JOINED 10/01/24 | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| CARL GLAD ESQ | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| STEPHEN GRAMPS | |||||||
| DIRECTOR THRU 09/30/25 | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| PAMELA HOFFMAN | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| ANN MARIE HYNES ESQ | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| RANDIE KATZ | |||||||
| DIRECTOR JOINED 10/01/24 | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| KEVIN KELLY ESQ | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| STEPHANIE PAULMENO | |||||||
| DIRECTOR THRU 09/30/25 | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| STEPHANIE ROSS | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| ASHA SCHER | |||||||
| DIRECTOR JOINED 10/01/24 | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| DONNA SPELLMAN | |||||||
| DIRECTOR JOINED 10/01/24 | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| PENNY YOUNG | |||||||
| DIRECTOR | 1.00 | $0 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $613,455 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $179,004 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SAGE 70 INC | |||||
| 1114 OLDHAM FOREST XING | CARY | NC | 27513 | TECHNICAL PROJECT MANAGEMENT | $245,625 |
| COMPASS MSP | |||||
| 67 PROSPECT AVE STE 202 | HARTFORD | CT | 06106 | IT MANAGED SERVICES PROVIDER | $220,400 |
| DEEP WHY DESIGN LLC | |||||
| 203 WASHINGTON STREET 222 | SALEM | MA | 01970 | SALESFORCE CONSULTANTS | $120,105 |
| CLIFTONLARSONALLEN LLP | |||||
| PO BOX 829709 | PHILADELPHIA | PA | 191829709 | FINANCE CONSULTANTS | $107,927 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $7,393,705 | GovernmentGrantsAmt |
| All Other Contributions | $56,721 | AllOtherContributionsAmt |
| Total Contributions | $7,450,426 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| HOME CARE SERVICES | 621610 | $6,740,129 | $6,740,129 |
| VA SWCAA ASSESSMENTS | 621610 | $2,666,258 | $2,666,258 |
| OTHER PROGRAM SERVICES | 621610 | $9,069 | $9,069 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,415,456 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $59,951 | TotalRevenueColumnAmt |
| Exclusion | $59,951 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $72,912 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $66,648 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,264 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,264 | TotalRevenueColumnAmt |
| Exclusion | $6,264 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|---|
| IT SYSTEM DEVELOPMENT | 900099 | $205,244 | $205,244 | ||
| OTHER REVENUE | 900099 | $2,860 | $0 | $2,860 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $208,104 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $17,140,201 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,415,456 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $205,244 | UnrelatedBusinessRevenueAmt |
| Exclusion | $69,075 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,803,658 | TotalAmt |
| Program Services | $3,803,658 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,803 | TotalAmt |
| Program Services | $70,803 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $309,524 | TotalAmt |
| Program Services | $61,237 | ProgramServicesAmt |
| Management And General | $248,287 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,471,547 | TotalAmt |
| Program Services | $5,977,268 | ProgramServicesAmt |
| Management And General | $494,279 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $203,407 | TotalAmt |
| Program Services | $191,531 | ProgramServicesAmt |
| Management And General | $11,876 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $954,871 | TotalAmt |
| Program Services | $866,520 | ProgramServicesAmt |
| Management And General | $88,351 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $514,663 | TotalAmt |
| Program Services | $460,029 | ProgramServicesAmt |
| Management And General | $54,634 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $494 | TotalAmt |
| Management And General | $494 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,737 | TotalAmt |
| Management And General | $31,737 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,092 | TotalAmt |
| Management And General | $17,092 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $558,900 | TotalAmt |
| Program Services | $506,527 | ProgramServicesAmt |
| Management And General | $52,373 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,146 | TotalAmt |
| Program Services | $193,237 | ProgramServicesAmt |
| Management And General | $22,909 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $626,457 | TotalAmt |
| Program Services | $501,166 | ProgramServicesAmt |
| Management And General | $125,291 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $346,842 | TotalAmt |
| Program Services | $294,816 | ProgramServicesAmt |
| Management And General | $52,026 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,649 | TotalAmt |
| Program Services | $64,937 | ProgramServicesAmt |
| Management And General | $7,712 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,331 | TotalAmt |
| Program Services | $12,810 | ProgramServicesAmt |
| Management And General | $1,521 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,333 | TotalAmt |
| Program Services | $18,175 | ProgramServicesAmt |
| Management And General | $2,158 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,127 | TotalAmt |
| Program Services | $26,929 | ProgramServicesAmt |
| Management And General | $3,198 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| VETERAN ADMINISTRATION | $2,458,915 | $2,458,915 |
| OTHER PROGRAM EXPENSES | $54,569 | $54,569 |
| BAD DEBT EXPENSE | $4,822 | $4,822 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,574 | TotalAmt |
| Program Services | $6,734 | ProgramServicesAmt |
| Management And General | $840 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,789,461 | TotalAmt |
| Program Services | $15,574,683 | ProgramServicesAmt |
| Management And General | $1,214,778 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,501,967 | BOYAmt |
| EOY | $3,597,618 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,083,328 | BOYAmt |
| EOY | $105,855 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,437,391 | BOYAmt |
| EOY | $1,714,825 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,532 | BOYAmt |
| EOY | $137,493 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $591,482 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $582,189 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $29,626 | BOYAmt |
| EOY | $9,293 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,418,298 | BOYAmt |
| EOY | $2,052,738 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $550,075 | BOYAmt |
| EOY | $1,613,357 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,177,217 | BOYAmt |
| EOY | $9,231,179 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $592,661 | BOYAmt |
| EOY | $565,427 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,312,546 | BOYAmt |
| EOY | $2,099,136 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $796,956 | BOYAmt |
| EOY | $1,686,672 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,702,163 | BOYAmt |
| EOY | $4,351,235 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,475,054 | BOYAmt |
| EOY | $4,879,944 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,475,054 | BOYAmt |
| EOY | $4,879,944 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,177,217 | BOYAmt |
| EOY | $9,231,179 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $350,740 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $54,150 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,401,938 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,338,589 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,899,194 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,485,944 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,450,426 | CurrentTaxYearAmt |
| Total | $37,576,091 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,401,938 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $7,338,589 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $7,899,194 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $7,485,944 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,450,426 | CurrentTaxYearAmt |
| Total | $37,576,091 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $37,576,091 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $30,649 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $50,175 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $62,279 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $74,816 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $59,951 | CurrentTaxYearAmt |
| Total | $277,870 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $14,477 | CurrentTaxYearAmt |
| Total | $14,477 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,580 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,021 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,059 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,585 | CurrentTaxYearMinus1YearAmt |
| Total | $34,245 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $37,902,683 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $38,863,893 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99140 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99210 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER REVENUE - 2021 AMOUNT: $ 5,021. 2022 AMOUNT: $ 4,059. 2023 AMOUNT: $ 9,585. REFUNDS - 2020 AMOUNT: $ 15,580. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $53,457 | OtherCostOrOtherBasisAmt |
| Depreciation | $53,457 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $538,025 | OtherCostOrOtherBasisAmt |
| Depreciation | $528,732 | DepreciationAmt |
| Book Value | $9,293 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $9,293 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (5 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| SECURITY DEPOSITS | $27,876 |
| OTHER ASSETS | $152,104 |
| SENIOR HOUSING ASSISTANCE FUND | $33,976 |
| ALZHEIMER'S RESPITE FUND | $3,994 |
| OPERATING LEASE ASSET | $1,395,407 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,613,357 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DUE TO GRANTEES AND CONTRACTORS | $239,471 |
| OPERATING LEASE LIABILITY | $1,447,201 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,686,672 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $17,177,259 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $54,150 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $54,150 | RevenueNotReportedAmt |
| Revenue Subtotal | $17,123,109 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $17,092 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $17,092 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $17,140,201 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $16,772,369 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $16,772,369 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $17,092 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $17,092 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $16,789,461 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SWCAA RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT THE SWCAA HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE SWCAA IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAX JURISDICTIONS FOR PERIODS PRIOR TO 2022. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (30 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| RW SOLUTIONS INC | ||||||||
| 200 MYRTLE STREET | NEW BRITAIN | CT | 06053 | 874478882 | 501 (C) (3) | $1,633,869 | $0 | ELDERLY NUTRITION / HOME CARE SERVICES |
| CATHOLIC CHARITIES | ||||||||
| 238 JEWETT AVENUE | BRIDGEPORT | CT | 06606 | 060653053 | 501 (C) (3) | $1,385,068 | $0 | ELDERLY NUTRITION / HOME CARE SERVICES |
| SILVERSOURCE | ||||||||
| 1100 SUMMER STREET SUITE 201 | STAMFORD | CT | 06905 | 060646916 | 501 (C) (3) | $49,180 | $0 | ELDERLY NUTRITION / HOME CARE SERVICES |
| FAMILY CENTERS | ||||||||
| 40 ARCH STREET | GREENWICH | CT | 06830 | 060646656 | 501 (C) (3) | $44,412 | $0 | ELDERLY NUTRITION / HOME CARE SERVICES |
| ELDERHOUSE | ||||||||
| 7 LEWIS STREET | NORWALK | CT | 06851 | 060963343 | 501 (C) (3) | $40,757 | $0 | ELDERLY NUTRITION / HOME CARE SERVICES |
| FAMILY & CHILDREN'S AGENCY | ||||||||
| 9 MOTT AVE 4TH FLOOR | NORWALK | CT | 06850 | 060970985 | 501 (C) (3) | $39,935 | $0 | ELDERLY NUTRITION / HOME CARE SERVICES |
| MOZAIC SENIOR LIFE | ||||||||
| 4200 PARK AVENUE | BRIDGEPORT | CT | 06604 | 060846991 | 501 (C) (3) | $38,690 | $0 | ELDERLY NUTRITION / HOME CARE SERVICES |
| STAMFORD SENIOR CENTER INC | ||||||||
| 888 WASHINGTON BLVD 2ND FLOOR | STAMFORD | CT | 06901 | 061456561 | 501 (C) (3) | $37,945 | $0 | ELDERLY NUTRITION / HOME CARE SERVICES |
| MONITOR MY HEALTH | ||||||||
| 1000 LAFAYETTE BLVD STE 1100 | BRIDGEPORT | CT | 06604 | 814498882 | 501 (C) (3) | $36,346 | $0 | ELDERLY NUTRITION / HOME CARE SERVICES |
| HALL NEIGHBORHOOD HOUSE | ||||||||
| 52 GEORGE E PIPKINS WAY | BRIDGEPORT | CT | 06608 | 060676851 | 501 (C) (3) | $34,304 | $0 | ELDERLY NUTRITION / HOME CARE SERVICES |
| CITY OF BRIDGEPORT | ||||||||
| 999 BROAD STREET | BRIDGEPORT | CT | 06604 | 636001209 | CITY OF BRIDGEPORT | $32,818 | $0 | ELDERLY NUTRITION / HOME CARE SERVICES |
| TOWN OF MONROE | ||||||||
| 235 CUTLERS FARM ROAD | MONROE | CT | 06468 | 066002038 | TOWN OF MONROE | $30,095 | $0 | ELDERLY NUTRITION / HOME CARE SERVICES |
| GREENWICH ADC RIVERHOUSE | ||||||||
| 125 RIVER ROAD EXTENSION | COS COB | CT | 06807 | 222894544 | 501 (C) (3) | $29,551 | $0 | ELDERLY NUTRITION / HOME CARE SERVICES |
| CONNECTICUT LEGAL SERVICES INC | ||||||||
| 1000 LAFAYETTE BLVD 9TH FLOOR | BRIDGEPORT | CT | 06604 | 060955461 | 501 (C) (3) | $27,609 | $0 | ELDERLY NUTRITION / HOME CARE SERVICES |
| UNIVERSITY OF BRIDGEPORT | ||||||||
| 126 PARK AVENUE | BRIDGEPORT | CT | 06604 | 861274088 | 501 (C) (3) | $27,378 | $0 | DENTAL |
| NORWALK SENIOR CENTER INC | ||||||||
| 11 ALLEN ROAD | NORWALK | CT | 06851 | 237121169 | 501 (C) (3) | $26,333 | $0 | ELDERLY NUTRITION / HOME CARE SERVICES |
| STERLING HOUSE COMMUNITY CENTER | ||||||||
| 2282 MAIN STREET | STAMFORD | CT | 06615 | 060665192 | 501 (C) (3) | $23,598 | $0 | ELDERLY NUTRITION / HOME CARE SERVICES |
| COMMUNITY HEALTH CENTER INC | ||||||||
| 635 MAIN STREET | MIDDLETOWN | CT | 06457 | 060897105 | 501 (C) (3) | $23,146 | $0 | LEGAL SERVICES |
| TOWN OF STRATFORD SENIOR SERVICES | ||||||||
| 1000 W BROAD STREET | STRATFORD | CT | 06615 | 066002103 | TOWN OF STRATFORD | $23,023 | $0 | ELDERLY NUTRITION / HOME CARE SERVICES |
| OVER 60 CLUB | ||||||||
| 628 MAIN STREET | STAMFORD | CT | 06901 | 455398824 | 501 (C) (3) | $20,000 | $0 | ELDERLY NUTRITION / HOME CARE SERVICES |
| WHEEL IT FORWARD | ||||||||
| 48 UNION STREET | STAMFORD | CT | 06906 | 133848582 | 501 (C) (3) | $17,267 | $0 | ELDERLY NUTRITION / HOME CARE SERVICES |
| CONNECTICUT FAIR HOUSING CENTER | ||||||||
| 60 POPIELUSZKO CT | HARTFORD | CT | 06106 | 061453727 | 501 (C) (3) | $12,368 | $0 | LEGAL SERVICES |
| WESTPORT CENTER FOR SENIOR ACTIVITIES | ||||||||
| 21 IMPERIAL AVENUE | WESTPORT | CT | 06880 | 060002128 | TOWN OF WESTPORT | $11,637 | $0 | ELDERLY NUTRITION / HOME CARE SERVICES |
| SCHOKE JEWISH FAMILY SERVICES OF FAIRFIELD COUNTY | ||||||||
| 196 GREYROCK PLACE | STAMFORD | CT | 06901 | 061130830 | 501 (C) (3) | $11,511 | $0 | ELDERLY NUTRITION / HOME CARE SERVICES |
| TOWN OF TRUMBULL HUMAN SERVICES | ||||||||
| 23 PRISCILLA PLACE | TRUMBULL | CT | 06611 | 066002110 | TOWN OF TRUMBULL | $10,820 | $0 | ELDERLY NUTRITION / HOME CARE SERVICES |
| FAIRFIELD UNIVERSITY SCHOOL OF NURSING | ||||||||
| 1073 N BENSON ROAD | FAIRFIELD | CT | 06824 | 060646623 | 501 (C) (3) | $9,816 | $0 | ELDERLY NUTRITION / HOME CARE SERVICES |
| BRIDGE HOUSE INC | ||||||||
| 880 FAIRFIELD AVENUE | BRIDGEPORT | CT | 06605 | 130522302 | 501 (C) (3) | $9,178 | $0 | ELDERLY NUTRITION / HOME CARE SERVICES |
| JEWISH FAMILY SERVICES OF GREENWICH | ||||||||
| 1 HOLLY HILL LANE | GREENWICH | CT | 06830 | 061073590 | 501 (C) (3) | $8,633 | $0 | ELDERLY NUTRITION / HOME CARE SERVICES |
| FAIRFIELD COUNTY HOUSE | ||||||||
| 1 DEN ROAD | STAMFORD | CT | 06902 | 454166197 | 501 (C) (3) | $7,887 | $0 | ELDERLY NUTRITION / HOME CARE SERVICES |
| CARDINAL SHEHAN CENTER | ||||||||
| 1494 MAIN STREET | BRIDGEPORT | CT | 06604 | 061101081 | 501 (C) (3) | $7,219 | $0 | ELDERLY NUTRITION / HOME CARE SERVICES |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 30 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | NATIONAL FAMILY CAREGIVER AND SUPPLEMENTAL PROGRAM | GrantTypeTxt |
| Recipient | 77 | RecipientCnt |
| Cash Grant | $70,803 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ORGANIZATION GRANTS: SWCAA'S ANNUAL REQUEST FOR PROPOSALS INVITES NONPROFIT AGENCIES SERVING OLDER ADULTS TO APPLY FOR OLDER AMERICANS ACT FUNDING ADMINISTERED BY SWCAA. EVERY THREE YEARS, A ROBUST AREA PLAN IS WRITTEN TO INCLUDE A NEEDS ASSESSMENT FOR OLDER ADULTS IN SOUTHWESTERN CONNECTICUT. THE IDENTIFIED NEEDS FORM THE FOUNDATION FOR EVALUATING THE APPLICATIONS FOR FUNDING. THE INVITATION TO APPLY INCLUDES PUBLIC NOTICE IN THE NEWSPAPER, PROMOTION ON THE WEBSITE AND FACEBOOK, AND A MASS EMAIL ANNOUNCEMENT TO NON-PROFIT ORGANIZATIONS WITHIN SWCAA'S DISTRIBUTION LIST. APPLICATION MATERIALS ARE POSTED ON THE SWCAA WEBSITE ALONG WITH OTHER RESOURCES TO GUIDE THE APPLICANT. ALL APPLICATIONS RECEIVED BY THE DEADLINE ARE SUBJECT TO REVIEW BY THE GRANTS MANAGER FOR MINIMAL REQUIREMENTS. SWCAA BOARD OF DIRECTORS AND ADVISORY COUNCIL EVALUATE APPLICATIONS USING A STANDARDIZED EVALUATION TOOL. AWARDS ARE MADE BASED ON THE EXISTING LEVEL OF FUNDS, THE ANTICIPATED ABILITY OF THE APPLICANT TO MEET THE IDENTIFIED NEEDS AND THE APPLICANT'S ABILITY TO COMPLY WITH ALL REQUIREMENTS. NATIONAL FAMILY CAREGIVER AND SUPPLEMENTAL PROGRAM: FAMILY CAREGIVERS AND CARE RECIPIENTS APPLY FOR FUNDING FOLLOWING AN APPLICATION FORM FILING. CAREGIVERS MUST: (1) BE OVER 18 AND CARING FOR A PERSON AGED 60 YEARS OR OLDER, OR (2) BE A RELATIVE CAREGIVER AGE 55 OR OLDER, WHO IS NOT A PARENT AND IS CARING FULL-TIME FOR AN ADULT AGE 19-59 WITH DISABILITIES. THE CARE RECIPIENT MUST: (1) NEED ASSISTANCE WITH AT LEAST TWO ACTIVITIES OF DAILY LIVING (ADLS). ADLS INCLUDE BATHING, DRESSING, TOILETING, EATING, WALKING WITHOUT SUBSTANTIAL HUMAN ASSISTANCE, OR (2) HAVE A COGNITIVE OR OTHER MENTAL IMPAIRMENT THAT REQUIRES SUBSTANTIAL SUPERVISION. PRIORITY WILL BE GIVEN TO OLDER INDIVIDUALS WITH THE GREATEST SOCIAL AND ECONOMIC NEED, WITH PARTICULAR ATTENTION TO LOW-INCOME OLDER ADULTS; OR OLDER INDIVIDUALS PROVIDING FULL-TIME CARE AND SUPPORT TO ADULTS WITH SEVERE DISABILITIES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (3 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARIE ALLEN | ||||||||||||||
| PRESIDENT / CEO | $164,755 | $0 | $0 | $0 | $0 | $0 | $8,322 | $0 | $36,987 | $0 | $210,064 | $0 | $0 | $0 |
| MARY DONNELLY | ||||||||||||||
| DIRECTOR, CARE MANAGEMENT | $130,938 | $0 | $0 | $0 | $0 | $0 | $6,631 | $0 | $16,962 | $0 | $154,531 | $0 | $0 | $0 |
| CYNTHIA MAJERSKY | ||||||||||||||
| DIRECTOR, COMMUNITY OPTIONS | $113,075 | $0 | $0 | $0 | $0 | $0 | $6,134 | $0 | $66,241 | $0 | $185,450 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | INDIVIDUALS INCLUDED IN PART VII, SECTION A, LINE 1A RECEIVED A DISCRETIONARY BONUS DURING CALENDAR YEAR 2024, WHICH WAS INCLUDED IN THEIR 2024 FORM W-2, BOX 5, AS TAXABLE MEDICARE WAGES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | SWCAA REVIEWS THE FORM 990, WHICH AN OUTSIDE ACCOUNTING FIRM PREPARES. AFTER FORM 990 HAS BEEN PREPARED, IT IS PRESENTED TO AND REVIEWED BY THE FINANCE & AUDIT COMMITTEE. CHANGES, EDITS, OR CONCERNS ARE DISCUSSED AT THE FINANCE COMMITTEE MEETING, WITH MEMBERS OF THE AUDIT FIRM AVAILABLE TO ADDRESS THEM. AFTER THE FINANCE COMMITTEE APPROVES THE DRAFT, THE FINANCE CHAIR PRESENTS A COPY TO THE BOARD FOR APPROVAL. THE BOARD RECEIVES THE DRAFT ONE WEEK BEFORE THE FINANCE CHAIR'S PRESENTATION. THE BOARD DISCUSSES/EDITS AND APPROVES THE 990. THE AUDIT FIRM THEN SUBMITS IT TO THE INTERNAL REVENUE SERVICE. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL BOARD MEMBERS AND STAFF MEMBERS WILL BE ASKED TO SIGN AN ANNUAL DECLARATORY STATEMENT WHICH DISCLOSES EMPLOYMENT OR PARTICIPATION IN ALL OTHER ORGANIZATIONS, BOARDS AND COMMISSIONS ON WHICH THEY CURRENTLY SERVE. A SIGNATURE ACKNOWLEDGING RECEIPT OF AND ACCEPTANCE OF THE ETHICS POLICY IS ALSO REQUIRED AND DECLARES THEIR INTENT TO AVOID PARTICIPATION IN DISCUSSION OR IN VOTING ON ANY ISSUE AFFECTING ONE OF THOSE BOARDS OR COMMISSIONS OR THAT DOES NOT SERVE THE BEST INTEREST OF THE SOUTHWESTERN CT AGENCY ON AGING. BOARD MEMBERS, EMPLOYEES AND OFFICERS OF PRIVATE AGENCIES OR OTHER COMMUNITY AGENCIES OR OF ANY MUNICIPAL OR GOVERNMENT BODY MAY SERVE ON THE BOARD OF DIRECTORS; BUT MAY NOT VOTE OR PARTICIPATE IN DISCUSSION OF MATTERS RELATED TO THE FINANCIAL OR CONTRACTUAL AFFAIRS OF THEIR AGENCY OR BODY. ALL VOTES TAKEN BY THE BOARD MEMBERS ARE REVIEWED AND ANYONE HAVING A POTENTIAL CONFLICT OF INTEREST IS RECUSED. |
| FORM 990, PART VI, SECTION B, LINE 15 | PRESIDENT/CEO COMPENSATION - THE PRESIDENT/CEO RECEIVED THE SAME COST-OF-LIVING INCREASE AS ALL OTHER STAFF MEMBERS. THE COST-OF-LIVING INCREASE IS RECOMMENDED BY THE FINANCE COMMITTEE AND VOTED ON AS PART OF THE BOARD'S BUDGET APPROVAL PROCESS IN SEPTEMBER OF EACH YEAR FOR THE FISCAL YEAR BEGINNING OCTOBER 1. THE EXECUTIVE DIRECTOR'S COMPENSATION WAS PREVIOUSLY EVALUATED BY THE PERSONNEL COMMITTEE, WHICH REVIEWED COMPARABILITY DATA FROM OTHER AREA AGENCIES ON AGING AND NONPROFIT LEADER SALARIES. A FORMAL RECOMMENDATION WENT FROM THE PERSONNEL COMMITTEE TO THE FINANCE COMMITTEE AND WAS APPROVED BY THE FULL BOARD. THIS APPROVAL IS DOCUMENTED IN A PERSONNEL MEMO FROM THE BOARD CHAIR, AND THE BOARD'S APPROVAL IS DOCUMENTED IN THE BOARD MINUTES. DIRECTOR OF CARE MANAGEMENT, OPERATIONS DIRECTOR, FINANCE DIRECTOR, AND COMMUNITY OPTIONS DIRECTOR - SALARIES WERE ESTABLISHED UPON HIRE USING COMPARABILITY AND HISTORICAL SALARY DATA. IN SUBSEQUENT YEARS, THESE POSITIONS RECEIVED THE SAME COST-OF-LIVING INCREASE AS ALL OTHER STAFF MEMBERS. THE COST-OF-LIVING INCREASE IS RECOMMENDED BY THE FINANCE COMMITTEE AND VOTED ON AS PART OF THE BOARD'S BUDGET APPROVAL PROCESS IN SEPTEMBER OF EACH YEAR FOR THE FISCAL YEAR BEGINNING OCTOBER 1. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FINANCIAL STATEMENTS ARE ALSO POSTED ON THE GUIDESTAR. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS A FINANCE & AUDIT COMMITTEE THAT IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |