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Nonprofiteer
← SENIORSPLUS

Form 990 for tax year 2023

Filed by SENIORSPLUS.

Totals

Total revenue
$34,810,543
Total expenses
$34,441,408
Contributions and grants received
$3,516,451
Grants paid
$1,841,158
Program service revenue
$30,986,315
Investment income
$100,310
Other revenue
$207,467
Total assets, end of year
$10,585,387
Total liabilities, end of year
$3,206,075
Net assets or fund balances, end of year
$7,379,312
Program services expenses (Part IX)
$32,312,895
Management and general expenses
$1,966,552
Fundraising expenses
$161,961
Program service expenses (Part III)
$32,312,895

Program services were 93.8% 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.

  • 1a · Federated campaigns

    $26,054

  • 1c · Fundraising events

    $13,274

  • 1e · Government grants (contributions)

    $3,271,841

  • 1f · All other contributions, gifts and grants

    $205,282

  • 2a · Program service revenue: MAINECARE & GOVT CONTRACTS

    total $30,362,476 · related or exempt $30,362,476

  • 2b · Program service revenue: CLIENT FEES

    total $623,839 · related or exempt $623,839

  • 3 · Investment income

    total $94,807 · excluded $94,807

  • 7a · Gross sales of assets other than inventory

    securities $260,930 · other assets $26,392

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

    securities $276,828 · other assets $4,991

  • 7c · Gain or loss

    securities -$15,898 · other assets $21,401

  • 7d · Net gain or loss

    total $5,503 · excluded $5,503

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

    $13,274

  • 8b · Fundraising events: direct expenses

    $4,685

  • 8c · Net income from fundraising events

    total -$4,685 · excluded -$4,685

  • 10a · Gross sales of inventory

    $1,909

  • 10c · Net income from sales of inventory

    total $1,909 · excluded $1,909

  • 11a · Other revenue: WORKERS COMP TRUST SURPLUS

    total $210,243 · excluded $210,243

  • 11e · Other revenue, total

    $210,243

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $222,770 · program services $222,770

  • 2 · Grants to domestic individuals

    total $1,618,388 · program services $1,618,388

  • 5 · Compensation of officers, directors and key employees

    total $355,929 · program services $35,593 · management and general $302,540 · fundraising $17,796

  • 7 · Other salaries and wages

    total $5,417,077 · program services $4,449,397 · management and general $886,292 · fundraising $81,388

  • 8 · Pension plan contributions

    total $133,643 · program services $109,785 · management and general $21,851 · fundraising $2,007

  • 9 · Other employee benefits

    total $1,363,925 · program services $1,120,433 · management and general $223,007 · fundraising $20,485

  • 11c · Fees: accounting

    total $49,791 · program services $24,707 · management and general $25,084

  • 11f · Fees: investment management

    total $9,835 · management and general $9,835

  • 11g · Fees: other

    total $58,030 · program services $12,570 · management and general $45,460

  • 12 · Advertising and promotion

    total $37,475 · program services $11,049 · management and general $13,033 · fundraising $13,393

  • 13 · Office expenses

    total $125,225 · program services $88,002 · management and general $29,659 · fundraising $7,564

  • 14 · Information technology

    total $479,231 · program services $389,360 · management and general $82,508 · fundraising $7,363

  • 16 · Occupancy

    total $141,469 · program services $100,309 · management and general $39,966 · fundraising $1,194

  • 17 · Travel

    total $115,224 · program services $104,264 · management and general $10,936 · fundraising $24

  • 19 · Conferences, conventions and meetings

    total $17,644 · program services $6,371 · management and general $10,639 · fundraising $634

  • 22 · Depreciation, depletion and amortization

    total $126,899 · program services $89,979 · management and general $35,849 · fundraising $1,071

  • 23 · Insurance

    total $59,273 · program services $42,514 · management and general $16,759

  • 24a · Other expenses: DIRECT SERVICES

    total $23,216,531 · program services $23,216,531

  • 24b · Other expenses: FOOD

    total $396,852 · program services $396,852

  • 24c · Other expenses: REPAIRS & MAINT

    total $128,972 · program services $122,316 · management and general $6,656

  • 24d · Other expenses: OTHER

    total $127,121 · program services $8,860 · management and general $118,261

  • 24e · All other expenses

    total $240,104 · program services $142,845 · management and general $88,217 · fundraising $9,042

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,999,748 · end of year $1,900,456

  • 2 · Savings and temporary cash investments

    beginning of year $2,023,545 · end of year $2,417,537

  • 3 · Pledges and grants receivable

    beginning of year $3,886,655 · end of year $498,036

  • 4 · Accounts receivable

    end of year $3,348,182

  • 8 · Inventories for sale or use

    end of year $18,297

  • 9 · Prepaid expenses and deferred charges

    beginning of year $132,023 · end of year $79,565

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

    $2,925,249

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

    $1,659,990

  • 10c · Land, buildings and equipment, net

    beginning of year $1,334,650 · end of year $1,265,259

  • 11 · Investments: publicly traded securities

    beginning of year $964,200 · end of year $1,058,055

  • 17 · Accounts payable and accrued expenses

    beginning of year $3,049,216 · end of year $2,778,845

  • 19 · Deferred revenue

    beginning of year $350,225 · end of year $427,230

  • 27 · Net assets without donor restrictions

    beginning of year $6,772,000 · end of year $7,208,281

  • 28 · Net assets with donor restrictions

    beginning of year $169,380 · end of year $171,031

Mission and programs · 2023

Mission

SENIORSPLUS' MISSION IS TO ENRICH THE LIVES OF OLDER ADULTS, ADULTS WITH DISABILITIES, CAREGIVERS AND FAMILY MEMBERS BY SUPPORTING THEIR INDEPENDENCE, DIGNITY AND QUALITY OF LIFE. AS BOTH THE AGENCY ON AGING FOR ANDROSCOGGIN, FRANKLIN AND OXFORD COUNTIES AND HOME CARE COORDINATION AGENCY FOR THE STATE, SENIORSPLUS PROVIDES INFORMATION AND REFERRAL EDUCATION AND SUPPORT SERVICES IN A RELIABLE AND COORDINATED MANNER.

  • IN-HOME CARE COORDINATION AND SERVICES: ON BEHALF OF THE STATE OF MAINE, SENIORSPLUS ACTS AS THE HOME-CARE COORDINATION AGENCY FOR ELIGIBLE INDIVIDUALS CHOOSING TO RECEIVE LONG-TERM CARE SERVICES IN THEIR HOMES RATHER THAN AT A LONG-TERM CARE FACILITY. SENIORSPLUS PROVIDES THE ONGOING CARE MANAGEMENT AND OVERSIGHT FOR EACH INDIVIDUALS' AUTHORIZED PLANS OF CARE THAT DETERMINE WHAT LONG-TERM SUPPORTIVE SERVICES ARE NEEDED TO KEEP THEM SAFELY AT HOME. WITH THE INDIVIDUAL'S CONSENT, SENIORSPLUS ARRANGES FOR PROVIDERS FROM THEIR PROVIDER NETWORK TO DELIVER THE IN-HOME SERVICES. SENIORSPLUS ALSO PROVIDES THE ADMINISTRATIVE SUPPORT FOR THE PROVIDER'S CLAIMS AND PAYMENTS INCLUDING QUALITY AUDITING OF THE PROVIDERS AND THE INVOICING AND COLLECTION OF INDIVIDUALS' COPAYMENTS.

    Expenses $29,302,535 · Grants $1,428,944 · Revenue $30,986,315

  • NUTRITION: SENIORSPLUS ANNUALLY SERVES OLDER ADULTS A DAILY, NUTRITIOUSLY BALANCED MEAL THROUGH A GROUP DINING SITE OR BY HOME DELIVERY WITHIN SENIORSPLUS' THREE COUNTY SERVICE AREA. OF THE MEALS SERVED, ONE QUARTER ARE AT DINING SITES OPENED UP FIVE TIMES A WEEK AND OPERATED BY PAID STAFF AND VOLUNTEERS. THE REMAINING THREE-QUARTERS OF THE MEALS ARE DELIVERED TO ELIGIBLE INDIVIDUALS TO THEIR HOMES BY PAID STAFF AND VOLUNTEERS. DELIVERIES MAY BE AS OFTEN AS FIVE TIMES A WEEK OR IN SOME RURAL AREAS, ONCE A WEEK PROVIDING ONE HOT MEAL AND FOUR FROZEN MEALS. EMERGENCY MEALS ARE ALSO PROVIDED IN THE EVENT A DELIVERY DAY CAN NOT BE MET DUE TO INCLEMENT WEATHER. ALL MEALS ARE PROVIDED IN THE KITCHEN FACILITY WITH PAID STAFF AND VOLUNTEERS AND THEN DISTRIBUTED TO VARIOUS DROP-OFF POINTS FOR FURTHER DELIVERY BY THE PAID STAFF AND VOLUNTEERS. EACH MEAL PROVIDES ONE- THIRD OF THE REQUIRED INTAKE FOR OLDER ADULTS.

    Expenses $1,381,749 · Grants $35,112

  • SOCIAL SERVICES AND BENEFITS COUNSELING: UNDER THE PRIMARY AUTHORIZATION AND FUNDING OF THE OLDER AMERICANS ACT, SENIORSPLUS DELIVERS THE SERVICES OF THE DESIGNATED AREA AGENCY ON AGING AND AN AGING AND DISABILITY RESOURCES CENTER FOR INDIVIDUALS WITHIN THE THREE COUNTY SERVICE AREA, ADDRESSING ALL ISSUES PERTAINING TO AGING AND DISABILITIES, SENIORSPLUS STAFF AND VOLUNTEERS PROVIDE INFORMATION AND ASSISTANCE, RESOURCE REFERRALS, MEDICARE AND MEDICAID HEALTH INSURANCE COUNSELING, BENEFITS APPLICATION ASSISTANCE AND COMMUNITY EDUCATION ON HEALTH AND WELLNESS, PERSONAL SAFETY, MONEY MANAGEMENT AND FRAUD PROTECTION, LONG-TERM CARE PLANNING AND OTHER TOPICS. INDIVIDUALS MAY ACCESS SERVICES OVER THE TELEPHONE OR WEBSITE, AT THE SENIORSPLUS OFFICES AND EDUCATION CENTER, IN THEIR HOMES, AT A COMMUNITY SITE AND THROUGH SCHEDULED STOPS OF SENIORPLUS' MOBILE OFFICE VAN.

    Expenses $610,033 · Grants $38,400

  • CAREGIVER PROGRAM FOR THE ELDERLY.

    Expenses $1,018,578 · Grants $338,702

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

Listed in Part VII

  • Betsy Sawyer-Manter

    PRESIDENT AN

    Total calculated
    $201,331
    From this org
    $186,960
    From related orgs
    $0
    Other
    $14,371
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $186,960
    Bonus
    not reported
    Other
    not reported
    Deferred
    $11,197
    Nontaxable benefits
    $3,174
    Filer's total
    $201,331

  • Christiane Cornish

    CHRO

    Total calculated
    $136,610
    From this org
    $120,946
    From related orgs
    $0
    Other
    $15,664
    Hours/week
    40

  • Brian Lacroix

    CFO

    Total calculated
    $130,393
    From this org
    $111,250
    From related orgs
    $0
    Other
    $19,143
    Hours/week
    40

  • Heather Davis

    COO

    Total calculated
    $124,021
    From this org
    $113,788
    From related orgs
    $0
    Other
    $10,233
    Hours/week
    40

  • Nancy Allen

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Don Berry

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.5

  • Lee Berry

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Colleen Fournier

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Roger Fuller

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • John Jenness

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Robert Kirchherr

    CHAIR

    Total calculated
    $0
    Hours/week
    0.5

  • Gary McGrane

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Judy Rawlings

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Marie Samson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.5

  • Dustin Ward

    TREASURER

    Total calculated
    $0
    Hours/week
    0.5

  • Holly Zielinski

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    0.5

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 · Written employment contract
  • 3 · Compensation survey or study
  • 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

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.

  • SP LLC

    FISCAL INT · ME · income $13,355,342 · assets $4,871,083

Provenance

Return type
form_990
Tax year
2023
Filed
28 February 2025
IRS schema version
2023v6.0
Source object
202501279349303265

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