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Nonprofiteer
← SOMERVILLE-CAMBRIDGE ELDER SERVICES INCORPORATED

Form 990 for tax year 2023

Filed by SOMERVILLE-CAMBRIDGE ELDER SERVICES INCORPORATED.

Totals

Total revenue
$40,342,182
Total expenses
$40,190,742
Contributions and grants received
$25,956,233
Grants paid
$0
Program service revenue
$13,367,846
Investment income
$611,527
Other revenue
$406,576
Total assets, end of year
$27,326,478
Total liabilities, end of year
$9,584,726
Net assets or fund balances, end of year
$17,741,752
Program services expenses (Part IX)
$37,785,453
Management and general expenses
$2,290,132
Fundraising expenses
$115,157
Program service expenses (Part III)
$37,785,453

Program services were 94.0% 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)

    $25,031,180

  • 1f · All other contributions, gifts and grants

    $925,053

  • 2a · Program service revenue: PROGRAM SERVICE FEES

    total $13,367,846 · related or exempt $13,367,846

  • 3 · Investment income

    total $478,269 · excluded $478,269

  • 6a · Gross rents

    real property $389,444

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $389,444

  • 6d · Net rental income or loss

    total $389,444 · excluded $389,444

  • 7a · Gross sales of assets other than inventory

    securities $1,294,730

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

    securities $1,161,472

  • 7c · Gain or loss

    securities $133,258

  • 7d · Net gain or loss

    total $133,258 · excluded $133,258

  • 11a · Other revenue: OTHER INCOME

    total $17,132 · related or exempt $17,132

  • 11e · Other revenue, total

    $17,132

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $469,132 · management and general $469,132

  • 7 · Other salaries and wages

    total $8,723,779 · program services $7,712,520 · management and general $961,140 · fundraising $50,119

  • 8 · Pension plan contributions

    total $206,198 · program services $195,175 · management and general $9,936 · fundraising $1,087

  • 9 · Other employee benefits

    total $1,119,109 · program services $1,056,369 · management and general $57,314 · fundraising $5,426

  • 10 · Payroll taxes

    total $740,934 · program services $634,398 · management and general $102,548 · fundraising $3,988

  • 11b · Fees: legal

    total $104,597 · program services $7,015 · management and general $97,550 · fundraising $32

  • 11c · Fees: accounting

    total $41,685 · management and general $41,685

  • 11e · Fees: professional fundraising services

    total $13,503 · fundraising $13,503

  • 11f · Fees: investment management

    total $30,493 · management and general $30,493

  • 11g · Fees: other

    total $26,705,116 · program services $26,679,310 · management and general $25,806

  • 13 · Office expenses

    total $144,275 · program services $117,114 · management and general $7,618 · fundraising $19,543

  • 16 · Occupancy

    total $1,050,018 · program services $634,634 · management and general $412,934 · fundraising $2,450

  • 17 · Travel

    total $155,012 · program services $147,387 · management and general $7,446 · fundraising $179

  • 22 · Depreciation, depletion and amortization

    total $121,335 · program services $110,871 · management and general $9,952 · fundraising $512

  • 23 · Insurance

    total $67,005 · program services $61,228 · management and general $5,494 · fundraising $283

  • 24a · Other expenses: PROGRAM SUPPORT

    total $138,137 · program services $115,932 · management and general $8,642 · fundraising $13,563

  • 24b · Other expenses: MISCELLANEOUS

    total $122,606 · program services $97,116 · management and general $23,778 · fundraising $1,712

  • 24c · Other expenses: DUES AND SUBSCRIPTIONS

    total $108,838 · program services $94,724 · management and general $13,592 · fundraising $522

  • 24d · Other expenses: RECRUITING

    total $94,691 · program services $89,172 · management and general $3,369 · fundraising $2,150

  • 24e · All other expenses

    total $34,279 · program services $32,488 · management and general $1,703 · fundraising $88

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,352,332 · end of year $1,969,528

  • 2 · Savings and temporary cash investments

    beginning of year $6,341,173 · end of year $5,731,245

  • 3 · Pledges and grants receivable

    end of year $6,211,358

  • 4 · Accounts receivable

    beginning of year $8,055,640 · end of year $2,911,312

  • 9 · Prepaid expenses and deferred charges

    beginning of year $257,448 · end of year $321,089

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

    $1,275,297

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

    $775,222

  • 10c · Land, buildings and equipment, net

    beginning of year $545,414 · end of year $500,075

  • 11 · Investments: publicly traded securities

    beginning of year $5,240,910 · end of year $5,869,601

  • 15 · Other assets

    beginning of year $3,302,496 · end of year $3,812,270

  • 17 · Accounts payable and accrued expenses

    beginning of year $5,043,171 · end of year $5,480,003

  • 19 · Deferred revenue

    beginning of year $379,152 · end of year $6,455

  • 25 · Other liabilities

    beginning of year $3,472,372 · end of year $4,098,268

  • 27 · Net assets without donor restrictions

    beginning of year $17,176,611 · end of year $17,741,752

  • 28 · Net assets with donor restrictions

    beginning of year $24,107 · end of year $0

Mission and programs · 2023

Mission

SOMERVILLE-CAMBRIDGE ELDER SERVICES IS A NON-PROFIT AGENCY THAT PROVIDES INFORMATION, SERVICES, AND ADVOCACY TO HELP OLDER ADULTS LIVE INDEPENDENTLY IN THE SETTING OF THEIR CHOICE. ESTABLISHED IN 1972 AS PART OF A NATIONAL MOVEMENT TOWARD PROVIDING COMMUNITY-BASED SERVICES AND SUPPORTS FOR OLDER ADULTS, OUR MISSION IS FOCUSED ON HELPING PEOPLE AGE IN PLACE, REGARDLESS OF INCOME LEVEL. WE HELP THOUSANDS OF OLDER ADULTS, CAREGIVERS, AND PEOPLE WITH DISABILITIES IN OUR SERVICE COMMUNITIES, OFTEN WORKING WITH THEM IN THEIR HOMES TO ASSESS NEEDS AND COORDINATE ASSISTANCE.

  • THE COMMUNITY CHOICES PROGRAM PROVIDED HOME CARE SUPPORT IN FY2024 FOR 1,855 ELDERS WHO ARE ELIGIBLE FOR MASS HEALTH COVERAGE AND AT RISK OF PLACEMENT IN A LONG-TERM FACILITY. THIS PROGRAM IS SUPPORTED PRIMARILY BY MEDICAID FUNDING.

    Expenses $13,337,645 · Revenue $13,379,105

  • ADULT FAMILY CARE PROVIDED COMPENSATION AND SUPPORT TO INFORMAL CAREGIVERS, ALLOWING INDIVIDUALS WITH DISABILITY TO RECEIVE CARE AT HOME. THE PROGRAM IS SUPPORTED PRIMARILY BY MEDICAID FUNDING. THE PROGRAM PROVIDED SERVICES TO 255 INDIVIDUALS IN FY2024.

    Expenses $6,076,000

  • THE HOME CARE PROGRAM PROVIDED SERVICES IN FY2024 TO 11,762 OLDER RESIDENTS OF CAMBRIDGE AND SOMERVILLE WHO NEED ASSISTANCE SO THEY MAY CONTINUE TO LIVE INDEPENDENTLY AND SAFELY AT HOME. DEPENDING ON INCOME AND ELIGIBILITY, SERVICES MAY BE STATE-SUBSIDIZED. THE PROGRAM IS FUNDED PRIMARILY BY STATE CONTRACTS.

    Expenses $5,701,968

  • OTHER SERVICES PROVIDED BY THE ORGANIZATION IN FY2024 INCLUDE CASE MANAGEMENT, INFORMATION REFERRAL, TRANSPORTATION, HEALTH AND RELATED SOCIAL NEEDS SCREENING, FRIENDLY VISITING, NUTRITION, CHORES, PROTECTIVE AND HOMEMAKER SERVICES.

    Expenses $12,669,840 · Revenue $5,873

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

Listed in Part VII

  • Dr Leslie Hergert

    PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Jan Mattimoe

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Brian Kelley

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Judith Rosen

    CLERK

    Total calculated
    $0
    Hours/week
    2

  • Helene Quinn

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Jan Levinson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Pearlene Hines

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Susan Pacheco

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lois Simon

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ellen Ellis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Henry Delmonico

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Leo Gayne

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Arielle Galinsky

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Amelia Joselow

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lisa Pabroski

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Laura Ramsay

    DIRECTOR (UNTIL 11/23)

    Total calculated
    $0
    Hours/week
    1

  • Lily Owyang

    DIRECTOR (UNTIL 1/24)

    Total calculated
    $0
    Hours/week
    1

  • Marta Corvelo

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $223,176
    From this org
    $197,973
    From related orgs
    $0
    Other
    $25,203
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $187,973
    Bonus
    $10,000
    Other
    $0
    Deferred
    $3,462
    Nontaxable benefits
    $21,741
    Filer's total
    $223,176

  • Donna Vaskelis

    CHIEF FINANCIAL OFFICER

    Total calculated
    $200,419
    From this org
    $184,302
    From related orgs
    $0
    Other
    $16,117
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $159,824
    Bonus
    $24,478
    Other
    $0
    Deferred
    $5,578
    Nontaxable benefits
    $10,539
    Filer's total
    $200,419

  • Anne Fowler

    CHIEF PROGRAM OFFICER

    Total calculated
    $174,987
    From this org
    $159,815
    From related orgs
    $0
    Other
    $15,172
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $139,654
    Bonus
    $20,161
    Other
    $0
    Deferred
    $4,867
    Nontaxable benefits
    $10,305
    Filer's total
    $174,987

  • Elise Farrell

    ASST. HOME CARE DIRECTOR(UNTIL 3/24)

    Total calculated
    $143,785
    From this org
    $129,635
    From related orgs
    $0
    Other
    $14,150
    Hours/week
    40

  • Ellyn Torres

    DIRECTOR OF CULTURE AND PEOPLE OPERATIONS

    Total calculated
    $140,223
    From this org
    $124,742
    From related orgs
    $0
    Other
    $15,481
    Hours/week
    40

  • Rachel Berry

    CHIEF QUALITY AND COMPLIANCE OFFICER

    Total calculated
    $124,705
    From this org
    $120,043
    From related orgs
    $0
    Other
    $4,662
    Hours/week
    40

  • Nina Cohen

    ADULT FOSTER CARE PROGRAM DIRECTOR

    Total calculated
    $130,815
    From this org
    $105,975
    From related orgs
    $0
    Other
    $24,840
    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 · 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
BONUSES FOR THE NON-UNION EMPLOYEES ARE VARIABLE IN NATURE AND ARE NON-FIXED.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
13 May 2025
IRS schema version
2023v6.0
Source object
202521339349307347

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