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 MerkowitzHARRIET MERKOWITZ
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Jeffrey LelandJEFFREY LELAND
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Joe BisolJOE BISOL
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Eileen Hsu-BalzerEILEEN HSU-BALZER
CLERK
- Total calculated
- $0
- Hours/week
- 1
-
Laura ShawLAURA SHAW
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Naomi KrasnerNAOMI KRASNER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Wayne JohnsonWAYNE JOHNSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Steven ZafronSTEVEN ZAFRON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ann CosgroveANN COSGROVE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Judith ChasinJUDITH CHASIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jane ShapiroJANE SHAPIRO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Larry GriffinLARRY GRIFFIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Rosemary BaladyROSEMARY BALADY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Joel BaumanJOEL BAUMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Douglas PeckDOUGLAS PECK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Debra ShawDEBRA SHAW
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sally TiptonSALLY TIPTON
DIRECTOR (UNTIL 7/2024)
- Total calculated
- $0
- Hours/week
- 1
-
Gerald O'KeefeGERALD O'KEEFE
DIRECTOR (UNTIL 11/2024)
- Total calculated
- $0
- Hours/week
- 1
-
Patricia SchefflerPATRICIA 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 DonellonKARA 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-LuceKRISTEN 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 OberlanderLAURA 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 HubbardSARAH HUBBARD
CHRO
- Total calculated
- $121,755
- From this org
- $111,521
- From related orgs
- $0
- Other
- $10,234
- Hours/week
- 38
-
Beth SchultzBETH 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 AvakianARTHUR 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 MooradianANDREW MOORADIAN
IT SYSTEMS MANAGER
- Total calculated
- $132,715
- From this org
- $114,043
- From related orgs
- $0
- Other
- $18,672
- Hours/week
- 38
-
Jennifer DarbyJENNIFER 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
-
$110,000
LEGAL SERVICES
-
HUDSON COA
$30,992
SOCIAL DAY HEALTH MFCSP
-
$15,000
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.
-
$15,000
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
-
$14,760
SHORT TERM OVERNIGHT STAY
-
$12,500
EDUCATION - DIABETES SELF MANAGEMENT PROGRAM
-
NATICK COA
$8,910
TRANSPORTATION
-
$8,500
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.
The source document this was parsed from is served over the API, which is where bulk and document access live.