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Nonprofiteer
← SPRINGWELL INC

Form 990 for tax year 2024

Filed by SPRINGWELL INC.

Totals

Total revenue
$119,463,998
Total expenses
$116,574,438
Contributions and grants received
$437,551
Grants paid
$94,492,629
Program service revenue
$118,135,571
Investment income
$890,876
Other revenue
$0
Total assets, end of year
$43,740,559
Total liabilities, end of year
$11,549,536
Net assets or fund balances, end of year
$32,191,023
Program services expenses (Part IX)
$113,478,976
Management and general expenses
$2,963,868
Fundraising expenses
$131,594
Program service expenses (Part III)
$113,478,976

Program services were 97.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $437,551

  • 2a · Program service revenue: CONTRACT INCOME

    total $88,577,451 · related or exempt $88,577,451

  • 2b · Program service revenue: PROGRAM SERVICE FEES

    total $28,985,633 · related or exempt $28,985,633

  • 2c · Program service revenue: HOME DELIVERED MEALS

    total $572,487 · related or exempt $572,487

  • 3 · Investment income

    total $890,876 · excluded $890,876

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $264,488 · program services $264,488

  • 2 · Grants to domestic individuals

    total $94,228,141 · program services $94,228,141

  • 5 · Compensation of officers, directors and key employees

    total $1,018,810 · program services $317,087 · management and general $701,723

  • 7 · Other salaries and wages

    total $13,962,034 · program services $12,989,381 · management and general $885,043 · fundraising $87,610

  • 8 · Pension plan contributions

    total $744,389 · program services $706,087 · management and general $33,558 · fundraising $4,744

  • 9 · Other employee benefits

    total $1,672,320 · program services $1,517,186 · management and general $145,106 · fundraising $10,028

  • 10 · Payroll taxes

    total $1,070,344 · program services $955,782 · management and general $108,259 · fundraising $6,303

  • 11b · Fees: legal

    total $170,809 · program services $122,947 · management and general $47,862

  • 11c · Fees: accounting

    total $73,772 · management and general $73,772

  • 11g · Fees: other

    total $252,854 · program services $242,920 · management and general $9,853 · fundraising $81

  • 12 · Advertising and promotion

    total $103,382 · program services $96,447 · management and general $6,935

  • 13 · Office expenses

    total $292,446 · program services $275,084 · management and general $15,068 · fundraising $2,294

  • 16 · Occupancy

    total $1,545,349 · program services $788,084 · management and general $742,058 · fundraising $15,207

  • 17 · Travel

    total $253,519 · program services $252,309 · management and general $1,178 · fundraising $32

  • 19 · Conferences, conventions and meetings

    total $45,198 · program services $43,668 · management and general $1,530

  • 22 · Depreciation, depletion and amortization

    total $106,932 · program services $36,693 · management and general $70,239

  • 23 · Insurance

    total $90,557 · program services $1,225 · management and general $89,332

  • 24a · Other expenses: PROGRAM SUPPPORT

    total $534,941 · program services $534,941

  • 24b · Other expenses: DUES AND SUBSCRIPTIONS

    total $77,766 · program services $50,894 · management and general $26,753 · fundraising $119

  • 24c · Other expenses: LEASED EQUIPMENT

    total $34,718 · program services $32,508 · management and general $2,119 · fundraising $91

  • 24d · Other expenses: MISCELLANEOUS

    total $31,669 · program services $23,104 · management and general $3,480 · fundraising $5,085

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $167,155 · end of year $5,289,658

  • 2 · Savings and temporary cash investments

    beginning of year $17,349,648 · end of year $8,755,893

  • 4 · Accounts receivable

    beginning of year $27,984,395 · end of year $27,553,026

  • 9 · Prepaid expenses and deferred charges

    beginning of year $539,062 · end of year $694,512

  • 10a · Land, buildings and equipment: cost or other basis

    $1,189,539

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,118,869

  • 10c · Land, buildings and equipment, net

    beginning of year $161,350 · end of year $70,670

  • 15 · Other assets

    beginning of year $2,298,490 · end of year $1,376,800

  • 17 · Accounts payable and accrued expenses

    beginning of year $16,733,513 · end of year $10,029,534

  • 25 · Other liabilities

    beginning of year $2,465,124 · end of year $1,520,002

  • 27 · Net assets without donor restrictions

    beginning of year $29,050,868 · end of year $31,842,075

  • 28 · Net assets with donor restrictions

    beginning of year $250,595 · end of year $348,948

Mission and programs · 2024

Mission

SEE SCHEDULE O

Activities or mission (Part I)

SPRINGWELL HELPS INDIVIDUALS IMPROVE THEIR QUALITY OF LIFE AND REDUCE THEIR NEED FOR RESIDENTIAL CARE BY HELPING THEM ACCESS COMMUNITY RESOURCES. SPRINGWELL WORKS WITH INDIVIDUALS DIRECTLY AS WELL AS WITH GOVERNMENT AGENCIES, HEALTH PROVIDERS AND HOUSING ENTITIES TO IMPROVE THEIR PATIENTS AND RESIDENTS' HEALTH AND SATISFACTION, WHILE REDUCING THE COSTS ASSOCIATED WITH CARE. CARE MANAGERS AND RNS CONDUCT COMPREHENSIVE IN-HOME ASSESSMENTS, IDENTIFY SUPPORTS, ACCESS SUPPORTS AND, WHERE APPROPRIATE, COORDINATE SERVICES. IN-HOME SERVICES PROVIDED INCLUDE ASSISTANCE WITH PERSONAL CARE SUCH AS BATHING, DRESSING AND TOILETING, ASSISTANCE WITH HOMEMAKING, GROCERY SHOPPING AND LAUNDRY.

  • HOME CARE - SPRINGWELL CONTRACTS WITH THE MASSACHUSETTS EXECUTIVE OFFICE OF HEALTH AND HUMAN SERVICES/ EXECUTIVE OFFICE OF AGING & INDEPENDENCE TO PROVIDE CASE MANAGEMENT AND IN-HOME CARE TO OLDER ADULTS WHO ARE AT RISK OF NURSING HOME PLACEMENT. SPRINGWELL CARE MANAGERS AND RNS MEET WITH INDIVIDUALS IN THEIR HOMES, CONDUCT COMPREHENSIVE ASSESSMENTS, DETERMINE ELIGIBILITY FOR GOVERNMENT SUBSIDIZED PROGRAMS, AND HELP INDIVIDUALS DETERMINE WHICH IN-HOME SERVICES PROVIDE THE NECESSARY SUPPORT. IN-HOME SERVICES INCLUDE SUPPORT WITH DRESSING, TOILETING, BATHING, EATING, GROCERY SHOPPING, LAUNDRY AND HOMEMAKING. SPRINGWELL PROVIDES CASE MANAGEMENT AND IN-HOME CARE THROUGH THE MASSACHUSETTS' STATE HOME CARE PROGRAM, THE MASSACHUSETTS ENHANCED COMMUNITY OPTIONS PROGRAM AND THE MASSACHUSETTS COMMUNITY CHOICES PROGRAM.SPRINGWELL'S HOME CARE PROGRAMS SERVED 4,280 INDIVIDUALS IN FISCAL YEAR 2025.

    Expenses $106,096,317 · Grants $94,492,629 · Revenue $111,456,779

  • NUTRITION AND COMMUNITY SERVICES: AS THE AREA'S DESIGNATED AREA AGENCY ON AGING (AAA) SPRINGWELL IS RESPONSIBLE FOR DEVELOPING COMPREHENSIVE, COMMUNITY-BASED SERVICES THAT MEET THE NEEDS OF OLDER ADULTS. THE GOAL OF THESE SERVICES IS TO HELP INDIVIDUALS LEAD INDEPENDENT, MEANINGFUL AND DIGNIFIED LIVES IN THEIR OWN HOMES AND COMMUNITIES FOR AS LONG AS POSSIBLE WHILE AT THE SAME TIME SAVING MONEY THAT WOULD OTHERWISE NEED TO BE SPENT ON MORE EXPENSIVE RESIDENTIAL CARE IN A FACILITY. SPRINGWELL OFFERS SERVICES SUCH AS HELP WITH APPLYING FOR PUBLIC BENEFITS, GROCERY SHOPPING ASSISTANCE, FRIENDLY VISITING, AND HOME DELIVERED MEALS.SPRINGWELL'S COMMUNITY SERVICES PROGRAMS SERVED 8,961 INDIVIDUALS IN FISCAL YEAR 2025.SPRINGWELL PROVIDES NUTRITIONAL SERVICES TO INDIVIDUALS IN THE AREA THROUGH A HOME DELIVERED MEALS PROGRAM AND AT 17 COMMUNITY DINING SITES. THESE PROGRAMS PROVIDE BOTH A NUTRITIOUS MEAL AND AN OPPORTUNITY TO SOCIALIZE WITH NEIGHBORS. SPRINGWELL'S MEAL OPTIONS INCLUDE A REGULAR MEAL, A MEDICALLY TAILORED MEAL, A SUPPER MEAL, FROZEN MEALS FOR WEEKENDS AND HOLIDAYS, AS WELL AS KOSHER AND CHINESE MEALS.SPRINGWELL'S NUTRITION PROGRAM SERVED 3,230 INDIVIDUALS IN FISCAL YEAR 2025.

    Expenses $4,330,838 · Revenue $2,666,044

  • PROTECTIVE SERVICES: IN ANY COMMUNITY, THERE ARE OLDER ADULTS WHO SUFFER FROM ABUSE, NEGLECT AND FINANCIAL EXPLOITATION BY A CAREGIVER. IN ADDITION, THERE ARE OLDER ADULTS WHO PUT THEMSELVES AT RISK BY NOT CARING FOR THEMSELVES IN A WAY THAT PROVIDES FOR THEIR SAFETY. SPRINGWELL IS THE DESIGNATED ELDER PROTECTIVE SERVICES AGENCY FOR 17 COMMUNITIES WEST OF BOSTON. IN THIS ROLE, SPRINGWELL PROTECTIVE SERVICES CASE WORKERS INVESTIGATE REPORTS OF ABUSE AND NEGLECT, AND OFFER COUNSELING, SAFETY PLANNING AND LEGAL INTERVENTION WHEN NECESSARY TO INCREASE THE SAFETY OF A SENIOR. SPRINGWELL'S PROTECTIVE SERVICES PROGRAM SERVED 1,658 INDIVIDUALS IN FISCAL YEAR 2025.

    Expenses $1,645,079 · Revenue $2,147,275

  • NURSING HOME SCREENING: SPRINGWELL RNS CONDUCT COMPREHENSIVE ASSESSMENTS OF OLDER ADULTS WHO NEED NURSING HOME LEVEL SERVICES TO HELP ENSURE THEY HAVE THE SERVICES THEY NEED.SPRINGWELL SERVED 3,724 INDIVIDUALS THROUGH THIS SERVICE IN FISCAL YEAR 2025.

    Expenses $1,406,742 · Revenue $1,865,473

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Harriet Merkowitz

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1
  • Jeffrey Leland

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    1
  • Joe Bisol

    TREASURER

    Total calculated
    $0
    Hours/week
    1
  • Eileen Hsu-Balzer

    CLERK

    Total calculated
    $0
    Hours/week
    1
  • Laura Shaw

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Naomi Krasner

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Wayne Johnson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Steven Zafron

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Ann Cosgrove

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Judith Chasin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Jane Shapiro

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Larry Griffin

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Rosemary Balady

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Joel Bauman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Douglas Peck

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Debra Shaw

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Sally Tipton

    DIRECTOR (UNTIL 7/2024)

    Total calculated
    $0
    Hours/week
    1
  • Gerald O'Keefe

    DIRECTOR (UNTIL 11/2024)

    Total calculated
    $0
    Hours/week
    1
  • Patricia Scheffler

    CEO

    Total calculated
    $237,095
    From this org
    $203,816
    From related orgs
    $0
    Other
    $33,279
    Hours/week
    38

    Schedule J breakdown matched by us

    Base
    $198,816
    Bonus
    $5,000
    Other
    $0
    Deferred
    $19,557
    Nontaxable benefits
    $13,722
    Filer's total
    $237,095
  • Kara Donellon

    CFO

    Total calculated
    $194,290
    From this org
    $169,540
    From related orgs
    $0
    Other
    $24,750
    Hours/week
    38

    Schedule J breakdown matched by us

    Base
    $168,040
    Bonus
    $1,500
    Other
    $0
    Deferred
    $16,155
    Nontaxable benefits
    $8,595
    Filer's total
    $194,290
  • Kristen Letourneau-Luce

    COO

    Total calculated
    $158,361
    From this org
    $129,417
    From related orgs
    $0
    Other
    $28,944
    Hours/week
    38

    Schedule J breakdown matched by us

    Base
    $127,917
    Bonus
    $1,500
    Other
    $0
    Deferred
    $11,245
    Nontaxable benefits
    $17,699
    Filer's total
    $158,361
  • Laura Oberlander

    CHIEF PROGRAM DEVELOPMENT OFFICER

    Total calculated
    $125,669
    From this org
    $107,223
    From related orgs
    $0
    Other
    $18,446
    Hours/week
    38
  • Sarah Hubbard

    CHRO

    Total calculated
    $121,755
    From this org
    $111,521
    From related orgs
    $0
    Other
    $10,234
    Hours/week
    38
  • Beth Schultz

    CHIEF COMMUNITY ENGAGEMENT OFFICER

    Total calculated
    $120,927
    From this org
    $110,123
    From related orgs
    $0
    Other
    $10,804
    Hours/week
    30
  • Arthur Avakian

    DIRECTOR OF IT

    Total calculated
    $154,086
    From this org
    $123,952
    From related orgs
    $0
    Other
    $30,134
    Hours/week
    38

    Schedule J breakdown matched by us

    Base
    $122,452
    Bonus
    $1,500
    Other
    $0
    Deferred
    $12,341
    Nontaxable benefits
    $17,793
    Filer's total
    $154,086
  • Andrew Mooradian

    IT SYSTEMS MANAGER

    Total calculated
    $132,715
    From this org
    $114,043
    From related orgs
    $0
    Other
    $18,672
    Hours/week
    38
  • Jennifer Darby

    ASSOC DIR OF COMMUNITY SERVICES

    Total calculated
    $114,565
    From this org
    $100,901
    From related orgs
    $0
    Other
    $13,664
    Hours/week
    38

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

  • LEGAL SERVICES

  • HUDSON COA

    $30,992

    SOCIAL DAY HEALTH MFCSP

  • THE PROGRAM AIMS TO ENABLE A NON-ENGLISH SPEAKING ELDERLY POPULATION TO INCREASE THEIR ACCESS TO ESSENTIAL SERVICES, MAINTAIN THEIR FINANCIAL AND HEALTH STATUS SO THEY CAN CONTINUE TO LIVE INDEPENDENTLY AT HOME IN THE COMMUNITY.

  • OUTREACH AND INFORMATION & ASSISTANCE

  • NEWTON HOUSING

    $15,000

    THE GOAL OF NEWTON HOUSING AUTHORITYS (NHA) CROSS CULTURAL OUTREACH AND ENGAGEMENT PROGRAM IS TO INCREASE ACCESS TO PUBLIC BENEFITS, COMMUNITY-BASED RESOURCES, AND RECREATION EVENTS FOR LOW-INCOME CHINESE AND RUSSIAN SPEAKING POPULATIONS IN NEWTON.

  • WESTON COA

    $15,000

    FINANCIAL ASSISTANCE

  • SHORT TERM OVERNIGHT STAY

  • EDUCATION - DIABETES SELF MANAGEMENT PROGRAM

  • NATICK COA

    $8,910

    TRANSPORTATION

  • OTHER SERVICES- COMPUTER EDUCATION

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2024
Filed
27 October 2025
IRS schema version
2024v5.2
Source object
202503019349300905

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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