Form 990 for tax year 2024
Filed by AGING SERVICES OF NORTH CENTRAL MASSACHUSETTS INC.
Totals
- Total revenue
- $29,876,138
- Total expenses
- $27,578,460
- Contributions and grants received
- $20,969,218
- Grants paid
- $0
- Program service revenue
- $8,435,861
- Investment income
- $463,434
- Other revenue
- $7,625
- Total assets, end of year
- $20,709,580
- Total liabilities, end of year
- $5,001,537
- Net assets or fund balances, end of year
- $15,708,043
- Program services expenses (Part IX)
- $25,944,475
- Management and general expenses
- $1,633,985
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $25,944,475
Program services were 94.1% 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
$5,000
-
1e · Government grants (contributions)
$20,799,144
-
1f · All other contributions, gifts and grants
$165,074
-
2a · Program service revenue: CLIENT FEES
total $8,310,831 · related or exempt $8,310,831
-
2b · Program service revenue: SUBCONTRACTS
total $125,030 · related or exempt $125,030
-
3 · Investment income
total $463,434 · excluded $463,434
-
11a · Other revenue: OTHER REVENUE
total $7,625 · related or exempt $7,625
-
11e · Other revenue, total
$7,625
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $309,833 · management and general $309,833
-
7 · Other salaries and wages
total $6,368,792 · program services $5,808,853 · management and general $559,939
-
8 · Pension plan contributions
total $329,130 · program services $285,960 · management and general $43,170
-
9 · Other employee benefits
total $926,790 · program services $805,228 · management and general $121,562
-
10 · Payroll taxes
total $572,715 · program services $500,479 · management and general $72,236
-
11c · Fees: accounting
total $19,400 · management and general $19,400
-
11g · Fees: other
total $16,494,197 · program services $16,437,900 · management and general $56,297
-
12 · Advertising and promotion
total $12,135 · program services $50 · management and general $12,085
-
13 · Office expenses
total $39,023 · program services $13,122 · management and general $25,901
-
16 · Occupancy
total $457,232 · program services $365,266 · management and general $91,966
-
17 · Travel
total $131,984 · program services $131,885 · management and general $99
-
19 · Conferences, conventions and meetings
total $20,515 · program services $17,265 · management and general $3,250
-
22 · Depreciation, depletion and amortization
total $7,656 · management and general $7,656
-
23 · Insurance
total $37,120 · program services $16,638 · management and general $20,482
-
24a · Other expenses: PROVIDER REIMBURSEMENT
total $1,164,309 · program services $1,164,309
-
24b · Other expenses: SUPPLIES
total $373,441 · program services $118,127 · management and general $255,314
-
24c · Other expenses: AGE AGENCIES REDISTRIB
total $107,425 · program services $107,425
-
24d · Other expenses: TELEPHONE AND INTERNET
total $94,108 · program services $88,768 · management and general $5,340
-
24e · All other expenses
total $112,655 · program services $83,200 · management and general $29,455
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $3,294,672 · end of year $5,605,713
-
2 · Savings and temporary cash investments
beginning of year $7,408,809 · end of year $7,801,532
-
4 · Accounts receivable
beginning of year $6,104,668 · end of year $6,244,335
-
9 · Prepaid expenses and deferred charges
beginning of year $62,022 · end of year $66,253
-
10a · Land, buildings and equipment: cost or other basis
$893,640
-
10b · Land, buildings and equipment: accumulated depreciation
$888,524
-
10c · Land, buildings and equipment, net
beginning of year $12,772 · end of year $5,116
-
15 · Other assets
beginning of year $1,268,524 · end of year $986,631
-
17 · Accounts payable and accrued expenses
beginning of year $2,918,892 · end of year $3,631,537
-
19 · Deferred revenue
beginning of year $544,816 · end of year $268,248
-
25 · Other liabilities
beginning of year $1,366,613 · end of year $1,101,752
-
27 · Net assets without donor restrictions
beginning of year $13,309,180 · end of year $15,695,633
-
28 · Net assets with donor restrictions
beginning of year $11,966 · end of year $12,410
Mission and programs · 2024
Mission
AGING SERVICES OF NORTH CENTRAL MASSACHUSETTS PROVIDES COMPREHENSIVE INFORMATION AND QUALITY SERVICES SO THAT OLDER PEOPLE, INDIVIDUALS WITH DISABILITIES, AND THEIR FAMILIES ARE EMPOWERED TO MAKE PERSONALIZED CHOICES TO ENSURE A LIFE OF DIGNITY, SAFETY AND RESPECT.
-
THE STATE HOME CARE PROGRAM PROVIDED HOME CARE SERVICES TO 2,614 PUBLICLY SPONSORED CLIENTS IN FISCAL YEAR 2025.
Expenses $12,663,768 · Revenue $14,711,694
-
THE SENIOR CARE OPTIONS PROGRAM PROVIDED ELDER CARE SERVICES TO 1,899 PUBLICLY SPONSORED CLIENTS IN FISCAL YEAR 2025.
Expenses $7,107,000 · Revenue $7,878,918
-
THE ADULT FOSTER CARE PROGRAM PROVIDED FOSTER CARE SERVICES TO 68 PUBLICLY SPONSORED CLIENTS IN FISCAL YEAR 2025 .
Expenses $1,930,338 · Revenue $1,805,592
-
OTHER PROGRAMS PROVIDED SERVICES SUCH AS COORDINATION OF CARE, HOUSING, CRISIS INTERVENTION, MONEY MANAGEMENT, PROTECTIVE SERVICES, CAREGIVER SUPPORT, LONG TERM CARE OPTIONS, COMMUNITY TRANSITIONS LIASION, AND BENEFIT SUPPORT SERVICES.
Expenses $4,243,369 · Revenue $4,683,205
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Lori RichardsonLORI RICHARDSON
CEO
- Total calculated
- $205,162
- From this org
- $159,566
- From related orgs
- $0
- Other
- $45,596
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $155,614
- Bonus
- $2,500
- Other
- $1,452
- Deferred
- $10,893
- Nontaxable benefits
- $34,703
- Filer's total
- $205,162
-
Kimberly SandersonKIMBERLY SANDERSON
CFO
- Total calculated
- $162,165
- From this org
- $138,248
- From related orgs
- $0
- Other
- $23,917
- Hours/week
- 35
Schedule J breakdown matched by us
- Base
- $131,023
- Bonus
- $6,609
- Other
- $616
- Deferred
- $9,172
- Nontaxable benefits
- $14,745
- Filer's total
- $162,165
-
Brayan AlemanBRAYAN ALEMAN
CHRO
- Total calculated
- $145,368
- From this org
- $134,295
- From related orgs
- $0
- Other
- $11,073
- Hours/week
- 35
-
Janice DaleyJANICE DALEY
COO
- Total calculated
- $143,083
- From this org
- $134,347
- From related orgs
- $0
- Other
- $8,736
- Hours/week
- 35
-
Tabitha ReidTABITHA REID
CQIO
- Total calculated
- $121,280
- From this org
- $109,215
- From related orgs
- $0
- Other
- $12,065
- Hours/week
- 35
-
Sharon BernardSHARON BERNARD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ellen BirchanderELLEN BIRCHANDER
VICE PRESIDE
- Total calculated
- $0
- Hours/week
- 1
-
Christine DixonCHRISTINE DIXON
CLERK
- Total calculated
- $0
- Hours/week
- 1
-
Michael EllisMICHAEL ELLIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Julie JohnsonJULIE JOHNSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Peter MacDonaldPETER MACDONALD
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Mary MathieuMARY MATHIEU
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
William McSheehyWILLIAM MCSHEEHY
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Donald ParkerDONALD PARKER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Elizabeth WalshELIZABETH WALSH
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 · Form 990 of other organizations
- 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
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.
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
NORTHBROOK SENIOR LTD PARTNERSHIP
HOUSING · MA
-
NORTHBROOK SENIOR MANAGER LLC
HOUSING · MA · 79% owned · general or managing partner
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 11 May 2026
- IRS schema version
- 2024v5.0
- Source object
- 202621319349303367
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