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Nonprofiteer
← SOUTHWESTERN CONNECTICUT AGENCY ON AGING INC

Form 990 for tax year 2024

Filed by SOUTHWESTERN CONNECTICUT AGENCY ON AGING INC.

Totals

Total revenue
$17,140,201
Total expenses
$16,789,461
Contributions and grants received
$7,450,426
Grants paid
$3,874,461
Program service revenue
$9,415,456
Investment income
$66,215
Other revenue
$208,104
Total assets, end of year
$9,231,179
Total liabilities, end of year
$4,351,235
Net assets or fund balances, end of year
$4,879,944
Program services expenses (Part IX)
$15,574,683
Management and general expenses
$1,214,778
Fundraising expenses
$0
Program service expenses (Part III)
$15,574,683

Program services were 92.8% 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)

    $7,393,705

  • 1f · All other contributions, gifts and grants

    $56,721

  • 2a · Program service revenue: HOME CARE SERVICES

    total $6,740,129 · related or exempt $6,740,129

  • 2b · Program service revenue: VA SWCAA ASSESSMENTS

    total $2,666,258 · related or exempt $2,666,258

  • 2c · Program service revenue: OTHER PROGRAM SERVICES

    total $9,069 · related or exempt $9,069

  • 3 · Investment income

    total $59,951 · excluded $59,951

  • 7a · Gross sales of assets other than inventory

    securities $72,912

  • 7b · Less cost or other basis and sales expenses

    securities $66,648

  • 7c · Gain or loss

    securities $6,264

  • 7d · Net gain or loss

    total $6,264 · excluded $6,264

  • 11a · Other revenue: IT SYSTEM DEVELOPMENT

    total $205,244 · unrelated business $205,244

  • 11b · Other revenue: OTHER REVENUE

    total $2,860 · related or exempt $0 · excluded $2,860

  • 11e · Other revenue, total

    $208,104

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $3,803,658 · program services $3,803,658

  • 2 · Grants to domestic individuals

    total $70,803 · program services $70,803

  • 5 · Compensation of officers, directors and key employees

    total $309,524 · program services $61,237 · management and general $248,287

  • 7 · Other salaries and wages

    total $6,471,547 · program services $5,977,268 · management and general $494,279

  • 8 · Pension plan contributions

    total $203,407 · program services $191,531 · management and general $11,876

  • 9 · Other employee benefits

    total $954,871 · program services $866,520 · management and general $88,351

  • 10 · Payroll taxes

    total $514,663 · program services $460,029 · management and general $54,634

  • 11b · Fees: legal

    total $494 · management and general $494

  • 11c · Fees: accounting

    total $31,737 · management and general $31,737

  • 11f · Fees: investment management

    total $17,092 · management and general $17,092

  • 11g · Fees: other

    total $558,900 · program services $506,527 · management and general $52,373

  • 13 · Office expenses

    total $216,146 · program services $193,237 · management and general $22,909

  • 14 · Information technology

    total $626,457 · program services $501,166 · management and general $125,291

  • 16 · Occupancy

    total $346,842 · program services $294,816 · management and general $52,026

  • 17 · Travel

    total $72,649 · program services $64,937 · management and general $7,712

  • 19 · Conferences, conventions and meetings

    total $14,331 · program services $12,810 · management and general $1,521

  • 22 · Depreciation, depletion and amortization

    total $20,333 · program services $18,175 · management and general $2,158

  • 23 · Insurance

    total $30,127 · program services $26,929 · management and general $3,198

  • 24a · Other expenses: VETERAN ADMINISTRATION

    total $2,458,915 · program services $2,458,915

  • 24b · Other expenses: OTHER PROGRAM EXPENSES

    total $54,569 · program services $54,569

  • 24c · Other expenses: BAD DEBT EXPENSE

    total $4,822 · program services $4,822

  • 24e · All other expenses

    total $7,574 · program services $6,734 · management and general $840

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $1,501,967 · end of year $3,597,618

  • 3 · Pledges and grants receivable

    beginning of year $2,083,328 · end of year $105,855

  • 4 · Accounts receivable

    beginning of year $1,437,391 · end of year $1,714,825

  • 9 · Prepaid expenses and deferred charges

    beginning of year $156,532 · end of year $137,493

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

    $591,482

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

    $582,189

  • 10c · Land, buildings and equipment, net

    beginning of year $29,626 · end of year $9,293

  • 11 · Investments: publicly traded securities

    beginning of year $1,418,298 · end of year $2,052,738

  • 15 · Other assets

    beginning of year $550,075 · end of year $1,613,357

  • 17 · Accounts payable and accrued expenses

    beginning of year $592,661 · end of year $565,427

  • 19 · Deferred revenue

    beginning of year $1,312,546 · end of year $2,099,136

  • 25 · Other liabilities

    beginning of year $796,956 · end of year $1,686,672

  • 27 · Net assets without donor restrictions

    beginning of year $4,475,054 · end of year $4,879,944

Mission and programs · 2024

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.

Activities or mission (Part I)

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.

  • 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.

    Expenses $5,850,111 · Revenue $6,740,129

  • 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.

    Expenses $5,850,111 · Revenue $2,675,327

  • 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.

    Expenses $3,874,461 · Grants $3,874,461

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

Listed in Part VII

  • Marie Allen

    PRESIDENT / CEO

    Total calculated
    $210,064
    From this org
    $164,755
    From related orgs
    $0
    Other
    $45,309
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $164,755
    Bonus
    $0
    Other
    $0
    Deferred
    $8,322
    Nontaxable benefits
    $36,987
    Filer's total
    $210,064

  • Mary Donnelly

    DIRECTOR, CARE MANAGEMENT

    Total calculated
    $154,531
    From this org
    $130,938
    From related orgs
    $0
    Other
    $23,593
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $130,938
    Bonus
    $0
    Other
    $0
    Deferred
    $6,631
    Nontaxable benefits
    $16,962
    Filer's total
    $154,531

  • Cynthia Majersky

    DIRECTOR, COMMUNITY OPTIONS

    Total calculated
    $185,450
    From this org
    $113,075
    From related orgs
    $0
    Other
    $72,375
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $113,075
    Bonus
    $0
    Other
    $0
    Deferred
    $6,134
    Nontaxable benefits
    $66,241
    Filer's total
    $185,450

  • Stephanie Mincey

    SYSTEMS ADMINISTRATOR

    Total calculated
    $149,760
    From this org
    $112,033
    From related orgs
    $0
    Other
    $37,727
    Hours/week
    40

  • Rachael Harvey

    FINANCE DIRECTOR

    Total calculated
    $92,654
    From this org
    $92,654
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • A Marjolijn Baxendale

    CHAIRMAN THRU 09/30/25

    Total calculated
    $0
    Hours/week
    2

  • Jeanette Bogdan

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • Kate Maxham

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    2

  • Ellen Abend

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Sue Brannelly Martin

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Kathleen Bordelon

    DIRECTOR THRU 09/30/25

    Total calculated
    $0
    Hours/week
    1

  • Julie Demarco

    DIRECTOR JOINED 10/01/24

    Total calculated
    $0
    Hours/week
    1

  • Liza Estevez

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Terry Giegengack

    DIRECTOR JOINED 10/01/24

    Total calculated
    $0
    Hours/week
    1

  • Carl Glad Esq

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Stephen Gramps

    DIRECTOR THRU 09/30/25

    Total calculated
    $0
    Hours/week
    1

  • Pamela Hoffman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ann Marie Hynes Esq

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Randie Katz

    DIRECTOR JOINED 10/01/24

    Total calculated
    $0
    Hours/week
    1

  • Kevin Kelly Esq

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Stephanie Paulmeno

    DIRECTOR THRU 09/30/25

    Total calculated
    $0
    Hours/week
    1

  • Stephanie Ross

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Asha Scher

    DIRECTOR JOINED 10/01/24

    Total calculated
    $0
    Hours/week
    1

  • Donna Spellman

    DIRECTOR JOINED 10/01/24

    Total calculated
    $0
    Hours/week
    1

  • Penny Young

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

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 · Compensation committee
  • 3 · Form 990 of other organizations
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 7
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.

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

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

Provenance

Return type
form_990
Tax year
2024
Filed
23 March 2026
IRS schema version
2024v5.5
Source object
202600829349301860

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

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