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← COUNCIL ON AGING FOR SOUTHEASTERN VERMONT INCORPORATED

Form 990 for tax year 2023

Filed by COUNCIL ON AGING FOR SOUTHEASTERN VERMONT INCORPORATED.

Totals

Total revenue
$4,983,450
Total expenses
$4,940,741
Contributions and grants received
$3,981,838
Grants paid
$376,927
Program service revenue
$958,723
Investment income
$13,542
Other revenue
$29,347
Total assets, end of year
$2,020,054
Total liabilities, end of year
$1,542,129
Net assets or fund balances, end of year
$477,925
Program services expenses (Part IX)
$4,280,076
Management and general expenses
$660,665
Fundraising expenses
$0
Program service expenses (Part III)
$4,280,076

Program services were 86.6% 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)

    $3,651,851

  • 1f · All other contributions, gifts and grants

    $329,987

  • 2a · Program service revenue: MEDICAID

    total $958,723 · related or exempt $958,723

  • 3 · Investment income

    total $13,542 · excluded $13,542

  • 6a · Gross rents

    personal property $3,150

  • 6b · Less rental expenses

    personal property $0

  • 6c · Rental income or loss

    personal property $3,150

  • 6d · Net rental income or loss

    total $3,150 · related or exempt $3,150

  • 11a · Other revenue: REIMBURSEMENTS

    total $12,578 · related or exempt $12,578

  • 11b · Other revenue: MISCELLANEOUS

    total $7,104 · related or exempt $7,104

  • 11c · Other revenue: ONE CARE

    total $6,515 · related or exempt $6,515

  • 11e · Other revenue, total

    $26,197

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $6,925 · program services $6,925

  • 2 · Grants to domestic individuals

    total $370,002 · program services $370,002

  • 5 · Compensation of officers, directors and key employees

    total $104,323 · program services $86,543 · management and general $17,780

  • 7 · Other salaries and wages

    total $1,588,579 · program services $1,317,837 · management and general $270,742

  • 8 · Pension plan contributions

    total $18,640 · program services $15,463 · management and general $3,177

  • 9 · Other employee benefits

    total $283,902 · program services $235,517 · management and general $48,385

  • 10 · Payroll taxes

    total $119,397 · program services $99,048 · management and general $20,349

  • 11b · Fees: legal

    total $3,413 · management and general $3,413

  • 11c · Fees: accounting

    total $50,478 · management and general $50,478

  • 11d · Fees: lobbying

    total $5,381 · management and general $5,381

  • 11g · Fees: other

    total $15,277 · management and general $15,277

  • 12 · Advertising and promotion

    total $8,350 · program services $7,802 · management and general $548

  • 13 · Office expenses

    total $44,575 · program services $41,649 · management and general $2,926

  • 14 · Information technology

    total $110,178 · program services $102,945 · management and general $7,233

  • 16 · Occupancy

    total $132,235 · program services $119,085 · management and general $13,150

  • 17 · Travel

    total $98,033 · program services $86,382 · management and general $11,651

  • 23 · Insurance

    total $10,474 · program services $8,689 · management and general $1,785

  • 24a · Other expenses: CONTRACT SERVICES

    total $1,835,474 · program services $1,714,986 · management and general $120,488

  • 24b · Other expenses: TELEPHONE AND POSTAGE

    total $45,824 · program services $32,511 · management and general $13,313

  • 24c · Other expenses: OTHER SUPPLIES

    total $32,600 · program services $22,438 · management and general $10,162

  • 24d · Other expenses: SMALL EQUIPMENT

    total $24,598 · management and general $24,598

  • 24e · All other expenses

    total $32,083 · program services $12,254 · management and general $19,829

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $127,592 · end of year $55,824

  • 2 · Savings and temporary cash investments

    beginning of year $1,038,760 · end of year $1,166,296

  • 3 · Pledges and grants receivable

    end of year $347,916

  • 4 · Accounts receivable

    beginning of year $338,294 · end of year $263,860

  • 9 · Prepaid expenses and deferred charges

    beginning of year $69,518 · end of year $48,111

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

    $131,827

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

    $131,827

  • 10c · Land, buildings and equipment, net

    beginning of year $3,040 · end of year $0

  • 15 · Other assets

    beginning of year $199,041 · end of year $138,047

  • 17 · Accounts payable and accrued expenses

    beginning of year $253,740 · end of year $467,540

  • 19 · Deferred revenue

    beginning of year $885,208 · end of year $936,192

  • 25 · Other liabilities

    beginning of year $199,041 · end of year $138,397

  • 27 · Net assets without donor restrictions

    beginning of year $413,968 · end of year $435,202

  • 28 · Net assets with donor restrictions

    beginning of year $24,288 · end of year $42,723

Mission and programs · 2023

Mission

TO PROMOTE THE WELL-BEING AND DIGNITY OF OLDER ADULTS.

  • INDIVIDUAL ADVOCACY - PROVIDED CASE MANAGEMENT, INFORMATION AND ASSISTANCE, HEALTH COUNSELING AND SPECIFIC ASSISTANCE SERVICES TO ELDERS IN WINDHAM AND WINDSOR COUNTIES, VERMONT.

    Expenses $2,170,188 · Grants $265,804 · Revenue $965,238

  • INDEPENDENT LIVING - WORKED WITH LOCAL NON-PROFIT ORGANIZATIONS TO PROVIDE 200,368 CONGREGATE AND HOMEBOUND MEALS AND TRANSPORTATION TO ELDERS IN WINDHAM AND WINDSOR COUNTIES, VERMONT.

    Expenses $1,924,097 · Grants $75,769 · Revenue $22,832

  • CAREGIVER SUPPORT - PROVIDED INFRORMATION AND SUPPORT TO INDIVIDUALS WHO ARE CAREGIVERS FOR ELDERS IN WINDHAM AND WINDSOR COUNTIES, VERMONT.

    Expenses $185,791 · Grants $35,354

As filed on the 2023 return.

Listed in Part VII

  • Geralyn Kogut

    PRESIDENT (END 03/2024)

    Total calculated
    $0
    Hours/week
    2

  • Teresa Volta

    PRESIDENT (START 03/2024)

    Total calculated
    $0
    Hours/week
    2

  • Leland Wilson

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Beth Spicer

    ADVISORY BOARD CHAIR

    Total calculated
    $0
    Hours/week
    1

  • Elizabeth Austin

    MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Eliza Eager

    MEMBER (08/24 TO 09/24)

    Total calculated
    $0
    Hours/week
    1

  • Joanne Blanchard

    MEMBER (START 09/2024)

    Total calculated
    $0
    Hours/week
    1

  • Mark Boutwell

    EXECUTIVE DIRECTOR

    Total calculated
    $102,284
    From this org
    $97,981
    From related orgs
    $0
    Other
    $4,303
    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.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
14 August 2025
IRS schema version
2023v6.0
Source object
202512279349300916

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