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Nonprofiteer
← OLD COLONY ELDER SERVICES INC

Form 990 for tax year 2022

Filed by OLD COLONY ELDER SERVICES INC.

Totals

Total revenue
$63,871,796
Total expenses
$62,798,583
Contributions and grants received
$2,591,411
Grants paid
$0
Program service revenue
$61,063,537
Investment income
$167,863
Other revenue
$48,985
Total assets, end of year
$28,261,072
Total liabilities, end of year
$13,776,942
Net assets or fund balances, end of year
$14,484,130
Program services expenses (Part IX)
$59,185,341
Management and general expenses
$3,613,242
Fundraising expenses
$0
Program service expenses (Part III)
$59,185,341

Program services were 94.2% 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.

  • 1e · Government grants (contributions)

    $2,460,096

  • 1f · All other contributions, gifts and grants

    $131,315

  • 2a · Program service revenue: SENIOR CARE OPTIONS

    total $17,243,116 · related or exempt $17,243,116

  • 2b · Program service revenue: STATE HOME CARE

    total $12,104,051 · related or exempt $12,104,051

  • 2c · Program service revenue: COMMUNITY CHOICES

    total $11,896,806 · related or exempt $11,896,806

  • 2d · Program service revenue: ENHANCED COMMUNITY OPT

    total $8,123,588 · related or exempt $8,123,588

  • 2e · Program service revenue: ADULT FAMILY CARE

    total $3,359,345 · related or exempt $3,359,345

  • 2f · All other program service revenue

    total $8,336,631 · related or exempt $8,336,631

  • 3 · Investment income

    total $167,863 · excluded $167,863

  • 6a · Gross rents

    real property $257,775

  • 6b · Less rental expenses

    real property $208,790

  • 6c · Rental income or loss

    real property $48,985

  • 6d · Net rental income or loss

    total $48,985 · unrelated business $17,216 · excluded $31,769

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $326,790 · management and general $326,790

  • 7 · Other salaries and wages

    total $12,426,128 · program services $11,080,614 · management and general $1,345,514

  • 8 · Pension plan contributions

    total $373,592 · program services $333,012 · management and general $40,580

  • 9 · Other employee benefits

    total $2,257,557 · program services $1,989,044 · management and general $268,513

  • 10 · Payroll taxes

    total $919,310 · program services $801,912 · management and general $117,398

  • 11b · Fees: legal

    total $119,433 · program services $95,477 · management and general $23,956

  • 11f · Fees: investment management

    total $13,385 · management and general $13,385

  • 11g · Fees: other

    total $58,621 · management and general $58,621

  • 13 · Office expenses

    total $60,179 · program services $10,613 · management and general $49,566

  • 14 · Information technology

    total $250,123 · management and general $250,123

  • 16 · Occupancy

    total $561,533 · program services $471,540 · management and general $89,993

  • 17 · Travel

    total $162,372 · program services $159,948 · management and general $2,424

  • 22 · Depreciation, depletion and amortization

    total $240,975 · program services $119,478 · management and general $121,497

  • 23 · Insurance

    total $86,360 · program services $2,163 · management and general $84,197

  • 24a · Other expenses: PURCHASED SERVICES

    total $38,928,484 · program services $38,928,484

  • 24b · Other expenses: NUTRITION FOOD COSTS

    total $2,837,537 · program services $2,837,537

  • 24c · Other expenses: CAREGIVER STIPENDS

    total $1,869,335 · program services $1,869,335

  • 24d · Other expenses: DIRECT ADMIN EXPENSES

    total $820,685 · management and general $820,685

  • 24e · All other expenses

    total $486,184 · program services $486,184

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $351,168 · end of year $311,272

  • 2 · Savings and temporary cash investments

    beginning of year $7,419,819 · end of year $4,737,346

  • 4 · Accounts receivable

    beginning of year $10,404,233 · end of year $14,930,945

  • 9 · Prepaid expenses and deferred charges

    beginning of year $140,486 · end of year $107,299

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

    $6,840,817

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

    $4,019,369

  • 10c · Land, buildings and equipment, net

    beginning of year $3,008,429 · end of year $2,821,448

  • 11 · Investments: publicly traded securities

    beginning of year $2,081,083 · end of year $2,156,020

  • 12 · Investments: other securities

    beginning of year $29,207 · end of year $39,092

  • 15 · Other assets

    beginning of year $0 · end of year $3,157,650

  • 17 · Accounts payable and accrued expenses

    beginning of year $8,628,072 · end of year $9,203,963

  • 19 · Deferred revenue

    beginning of year $323,067 · end of year $365,187

  • 23 · Secured mortgages and notes payable

    beginning of year $1,099,824 · end of year $1,050,142

  • 25 · Other liabilities

    beginning of year $0 · end of year $3,157,650

  • 27 · Net assets without donor restrictions

    beginning of year $13,383,462 · end of year $14,484,130

Mission and programs · 2022

Mission

OLD COLONY ELDER SERVICES ("OCES") SUPPORTS THE INDEPENDENCE AND DIGNITY OF OLDER ADULTS AND INDIVIDUALS WITH DISABILITIES BY PROVIDING ESSENTIAL INFORMATION AND SERVICES THAT PROMOTE HEALTHY AND SAFE LIVING.

Activities or mission (Part I)

TO SUPPORT THE INDEPENDENCE AND DIGNITY OF OLDER ADULTS AND INDIVIDUALS WITH DISABILITIES BY PROVIDING ESSENTIAL INFORMATION AND SERVICES THAT PROMOTE HEALTHY AND SAFE LIVING.

  • THE SENIOR CARE OPTIONS PROGRAM PROVIDES SERVICES TO SENIORS WHO ARE ELIGIBLE FOR MEDICAID AND MAY BE ELIGIBLE FOR MEDICARE. THESE CONSUMERS RECEIVED A HEALTH-CARE PLAN INDIVIDUALIZED FOR THEIR PERSONAL NEEDS.

    Expenses $17,665,657 · Revenue $17,243,116

  • THE COMMUNITY CHOICES PROGRAM PROVIDES HOME AND COMMUNITY-BASED SUPPORT SERVICES, CARE MANAGEMENT AND COORDINATION TO VERY FRAIL, LOW-INCOME ELDERS OVER SIXTY AND ON MEDICAID SO THEY MAY REMAIN LIVING AT HOME RATHER THAN IN INSTITUTIONS.

    Expenses $11,972,322 · Revenue $11,896,806

  • STATE HOME CARE PROGRAM PROVIDES HOME AND COMMUNITY-BASED SUPPORT SERVICES, CARE MANAGEMENT AND COORDINATION TO FRAIL, LOW-INCOME ELDERS OVER THE AGE OF SIXTY.

    Expenses $11,047,599 · Revenue $12,104,051

  • ADULT FAMILY CARE PROGRAM PROVIDES SENSITIVE AND ECONOMICAL ALTERNATIVES FOR CONSUMERS WHO ARE FACED WITH THE PROSPECT OF NO LONGER BEING ABLE TO MANAGE ALONE. THESE CONSUMERS MUST BE ELIGIBLE FOR MEDICAID.

    Expenses $3,371,841 · Revenue $3,359,345

  • ALL REMAINING PROGRAMS.

    Expenses $15,127,922 · Revenue $16,460,219

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • ANN WELCH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BEVERLY PAVASARIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CONNIE KELLY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DOROTHY MARTEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GRETCHEN EMMETTS

    SECRETARY/CLERK

    Total calculated
    $0
    Hours/week
    1

  • JANICE FITZGERALD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOANNE MOORE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JANE CARTHAS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOSEPH PITTI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JOHNATHAN SELIG

    DIRECTOR THROUGH 04/30/2023

    Total calculated
    $0
    Hours/week
    1

  • MARY HOLLAND

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARY P COLLINS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MAUREEN C SAUNDERS

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • MICHELLE BRATTI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • NANCY G HILL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PAULA M P SCHLOSSER ESQ

    VICE-PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • RICHARD YOUNG

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • ROBIN CARDOZA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TAMMY A MURRAY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SHARON RICE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • VICTORIA DEIBEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ALISA DELAGE

    CHIEF PROGRAMS OFFICER

    Total calculated
    $113,745
    From this org
    $110,437
    From related orgs
    $0
    Other
    $3,308
    Hours/week
    35

  • ANNA DEE

    COO

    Total calculated
    $119,553
    From this org
    $116,083
    From related orgs
    $0
    Other
    $3,470
    Hours/week
    35

  • DIANA DIGIORGI

    SENIOR ADVISOR THROUGH 07/15/22

    Total calculated
    $109,483
    From this org
    $105,905
    From related orgs
    $0
    Other
    $3,578
    Hours/week
    35

  • NICOLE LONG

    CEO

    Total calculated
    $200,680
    From this org
    $173,143
    From related orgs
    $0
    Other
    $27,537
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $173,143
    Bonus
    $0
    Other
    $0
    Deferred
    $5,189
    Nontaxable benefits
    $22,348
    Filer's total
    $200,680

  • YOLANDA AMERICA

    FINANCE DIRECTOR

    Total calculated
    $128,355
    From this org
    $103,489
    From related orgs
    $0
    Other
    $24,866
    Hours/week
    35

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

No itemized grants to organizations on this return.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • BROCKTON MAIN STREET LLC

    ON PART VII · MA · income $257,775 · assets $2,911,246

    Directly controlled by OLD COLONY ELDER SERVICES INC

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202431369349303693

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