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← SOUTHERN MAINE AGENCY ON AGING

Form 990 for tax year 2023

Filed by SOUTHERN MAINE AGENCY ON AGING.

Totals

Total revenue
$7,834,779
Total expenses
$7,684,313
Contributions and grants received
$7,337,716
Grants paid
$1,063,773
Program service revenue
$507,846
Investment income
$34,713
Other revenue
-$45,496
Total assets, end of year
$7,203,271
Total liabilities, end of year
$1,974,034
Net assets or fund balances, end of year
$5,229,237
Program services expenses (Part IX)
$6,553,140
Management and general expenses
$853,264
Fundraising expenses
$277,909
Program service expenses (Part III)
$6,553,140

Program services were 85.3% 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.

  • 1c · Fundraising events

    $25,115

  • 1e · Government grants (contributions)

    $6,361,369

  • 1f · All other contributions, gifts and grants

    $951,232

  • 2a · Program service revenue: Program Service Fees

    total $482,748 · related or exempt $482,748

  • 2b · Program service revenue: Misc. Revenue

    total $25,098 · related or exempt $25,098

  • 3 · Investment income

    total $34,713 · excluded $34,713

  • 8a · Fundraising events: gross income

    $0

  • 8a · Fundraising events: contributions included on line 1c

    $25,115

  • 8b · Fundraising events: direct expenses

    $45,496

  • 8c · Net income from fundraising events

    total -$45,496 · excluded -$45,496

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $9,354 · program services $9,354

  • 2 · Grants to domestic individuals

    total $1,054,419 · program services $1,054,419

  • 5 · Compensation of officers, directors and key employees

    total $320,641 · management and general $320,641

  • 7 · Other salaries and wages

    total $2,411,475 · program services $2,119,615 · management and general $165,384 · fundraising $126,476

  • 8 · Pension plan contributions

    total $22,619 · program services $21,345 · fundraising $1,274

  • 9 · Other employee benefits

    total $261,471 · program services $218,280 · management and general $30,166 · fundraising $13,025

  • 10 · Payroll taxes

    total $239,823 · program services $187,587 · management and general $41,043 · fundraising $11,193

  • 11b · Fees: legal

    total $6,871 · program services $5,402 · management and general $683 · fundraising $786

  • 11c · Fees: accounting

    total $35,003 · program services $27,519 · management and general $3,479 · fundraising $4,005

  • 11g · Fees: other

    total $887,145 · program services $697,452 · management and general $88,178 · fundraising $101,515

  • 12 · Advertising and promotion

    total $43,849 · program services $43,250 · fundraising $599

  • 13 · Office expenses

    total $146,771 · program services $113,313 · management and general $33,458

  • 14 · Information technology

    total $134,140 · program services $78,715 · management and general $37,151 · fundraising $18,274

  • 16 · Occupancy

    total $150,804 · program services $119,421 · management and general $31,383

  • 17 · Travel

    total $23,147 · program services $19,989 · management and general $2,641 · fundraising $517

  • 20 · Interest

    total $46,597 · program services $46,597

  • 22 · Depreciation, depletion and amortization

    total $138,086 · program services $123,671 · management and general $14,415

  • 23 · Insurance

    total $42,952 · program services $6,332 · management and general $36,620

  • 24a · Other expenses: Meals & Food Service

    total $1,560,367 · program services $1,557,453 · management and general $2,774 · fundraising $140

  • 24b · Other expenses: Misc. Expenses

    total $125,647 · program services $80,744 · management and general $44,798 · fundraising $105

  • 24c · Other expenses: Equipment and Maintenan

    total $23,132 · program services $22,682 · management and general $450

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $45,536 · end of year $566,476

  • 2 · Savings and temporary cash investments

    beginning of year $2,356,967 · end of year $1,992,510

  • 3 · Pledges and grants receivable

    beginning of year $219,791 · end of year $748,281

  • 4 · Accounts receivable

    beginning of year $168,937 · end of year $175,734

  • 9 · Prepaid expenses and deferred charges

    beginning of year $45,272 · end of year $53,017

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

    $4,587,569

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

    $1,734,097

  • 10c · Land, buildings and equipment, net

    beginning of year $2,876,343 · end of year $2,853,472

  • 11 · Investments: publicly traded securities

    beginning of year $762,792 · end of year $562,427

  • 14 · Intangible assets

    beginning of year $0 · end of year $217,509

  • 15 · Other assets

    beginning of year $0 · end of year $33,845

  • 17 · Accounts payable and accrued expenses

    beginning of year $507,386 · end of year $661,037

  • 19 · Deferred revenue

    beginning of year $44,510 · end of year $52,081

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $1,043,407

  • 23 · Secured mortgages and notes payable

    beginning of year $1,071,472 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $217,509

  • 27 · Net assets without donor restrictions

    beginning of year $4,625,849 · end of year $4,982,758

  • 28 · Net assets with donor restrictions

    beginning of year $226,421 · end of year $246,479

Mission and programs · 2023

Mission

The Southern Maine Agency on Aging is the focal point in Cumberland and York counties for resources, services and information to empower older adults, adults with disabilities, and their caregivers to live to their fullest potential.

Activities or mission (Part I)

To assure senior adults receive the support necessary to maintain independent living.

  • Nutrition program for the elderly provides meals to over 4,000 elderly persons at congregate sites and home delivered meals.

    Expenses $2,404,567 · Revenue $93,713

  • Community Services provides approximately 11,000 Information & Referral contacts to nearly 8,000 older and disabled adults.

    Expenses $577,385 · Grants $1,063,773 · Revenue $399,993

  • We extended our adult day program for older adults living with memory loss from one to two locations, Biddeford and Springvale. We continued to expand our service delivery offerings for many of our services, including Family Caregiver Support Groups and Training, Health and Wellness Classes, Health Insurance Counseling, Information and Assistance, Money Minders, and Nutrition Counseling.We reintroduced the Independent Housing with Services Program (IHSP). The IHSP provides comprehensive services that are delivered on site to help individuals live as independently as possible. Services include service coordination, care management, housekeeping, chore assistance services, and other services to help individuals maintain independence.

    Expenses $3,571,188 · Revenue $14,140

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Julie Mascari

    President

    Total calculated
    $0
    Hours/week
    2

  • Stephen Braverman

    Vice President

    Total calculated
    $0
    Hours/week
    1

  • Anne Dalton

    Secretary

    Total calculated
    $0
    Hours/week
    1

  • Robert Hunter

    Treasurer

    Total calculated
    $0
    Hours/week
    2

  • Donna Brassard

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jim Clark

    Director

    Total calculated
    $0
    Hours/week
    1

  • Linda Durst MD

    Director

    Total calculated
    $0
    Hours/week
    1

  • Bill Hall

    Director

    Total calculated
    $0
    Hours/week
    1

  • Ann Hastings

    Director

    Total calculated
    $0
    Hours/week
    1

  • John Holland

    Director

    Total calculated
    $0
    Hours/week
    1

  • Herb Janick

    Director

    Total calculated
    $0
    Hours/week
    1

  • Susan Keiler

    Director

    Total calculated
    $0
    Hours/week
    1

  • Nancy Koglemeier

    Director

    Total calculated
    $0
    Hours/week
    1

  • Alfredo Vergara PhD

    Director

    Total calculated
    $0
    Hours/week
    1

  • Erin Lally

    Past Director

    Total calculated
    $0
    Hours/week
    1

  • Megan Walton

    CEO

    Total calculated
    $200,018
    From this org
    $190,573
    From related orgs
    $0
    Other
    $9,445
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $171,657
    Bonus
    $18,750
    Other
    $166
    Deferred
    $4,074
    Nontaxable benefits
    $5,371
    Filer's total
    $200,018

  • Margaret Callan

    CFO

    Total calculated
    $120,623
    From this org
    $107,805
    From related orgs
    $0
    Other
    $12,818
    Hours/week
    40

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 · Independent compensation consultant
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 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
Megan Walton, CEO received bonus compensation based on their performance.

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

Provenance

Return type
form_990
Tax year
2023
Filed
12 February 2025
IRS schema version
2023v6.0
Source object
202500459349301700

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