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← AGING CARE CONNECTIONS

Form 990 for tax year 2022

Filed by AGING CARE CONNECTIONS.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2022 , filed 13 November 2025. matched by us Only the return's totals, a 990-PF's accounting method and the names listed in Part VII (Part VIII on a 990-PF) are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.

Total revenue
$3,721,955 changed to $3,628,171
Total expenses
$3,681,173 changed to $3,685,418
Contributions and grants received
$3,558,207 changed to $3,464,509
Other revenue
$102,048 changed to $101,962
Total assets, end of year
$3,432,315 changed to $3,377,315
Total liabilities, end of year
$348,764 changed to $334,347
Net assets or fund balances, end of year
$3,083,551 changed to $3,042,968
Program services expenses
$3,268,235 changed to $3,270,539
Management and general expenses
$240,713 changed to $242,740
Fundraising expenses
$172,225 changed to $172,139
Program service expenses (Part III)
$3,268,235 changed to $3,270,539

Listed only on the earlier return

  • Nick Pann
  • Tamara Jurgensen

Listed only on the later return

  • Nick Pann Thru 92723
  • Tamara Jurgensen Thru 92723

Listed under a different title

  • Annie Lancaster: FINANCE DIRECTOR then FINANCE DIRE
  • Beth McCormack: BOARD SECRETARY then BOARD SECRET
  • Colleen Pelikant: DIRECTOR OF SOCIAL SERVICES then DIR OF SOC S
  • Dale Lilburn: BOARD PRESIDENT then BOARD PRESID
  • Desiree M Scully: EXECUTIVE DIRECTOR then EXECUTIVE DI
  • Jan Walch: DIRECTOR OF PHILANTHROPY then DIR OF PHILA
  • Linda Hussey: VICE PRESIDENT then VICE PRESIDE
  • Mark Ptacek: BOARD TREASURER then BOARD TREASU

Totals

Total revenue
$3,721,955
Total expenses
$3,681,173
Contributions and grants received
$3,558,207
Grants paid
$0
Program service revenue
$0
Investment income
$61,700
Other revenue
$102,048
Total assets, end of year
$3,432,315
Total liabilities, end of year
$348,764
Net assets or fund balances, end of year
$3,083,551
Program services expenses (Part IX)
$3,268,235
Management and general expenses
$240,713
Fundraising expenses
$172,225
Program service expenses (Part III)
$3,268,235

Program services were 88.8% 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.

  • 1e · Government grants (contributions)

    $3,019,661

  • 1f · All other contributions, gifts and grants

    $538,546

  • 3 · Investment income

    total $78,446 · excluded $78,446

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

    securities $16,746

  • 7c · Gain or loss

    securities -$16,746

  • 7d · Net gain or loss

    total -$16,746 · excluded -$16,746

  • 8a · Fundraising events: gross income

    $157,039

  • 8b · Fundraising events: direct expenses

    $66,787

  • 8c · Net income from fundraising events

    total $90,252 · excluded $90,252

  • 11a · Other revenue: OTHER INCOME

    total $11,796 · excluded $11,796

  • 11e · Other revenue, total

    $11,796

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $419,680 · program services $390,496 · management and general $8,957 · fundraising $20,227

  • 7 · Other salaries and wages

    total $1,778,226 · program services $1,654,573 · management and general $37,951 · fundraising $85,702

  • 9 · Other employee benefits

    total $110,065 · program services $99,560 · management and general $5,428 · fundraising $5,077

  • 10 · Payroll taxes

    total $149,901 · program services $134,489 · management and general $8,212 · fundraising $7,200

  • 11c · Fees: accounting

    total $111,952 · program services $89,115 · management and general $18,607 · fundraising $4,230

  • 11f · Fees: investment management

    total $16,659 · management and general $16,659

  • 11g · Fees: other

    total $114,673 · program services $72,026 · management and general $6,784 · fundraising $35,863

  • 13 · Office expenses

    total $33,053 · program services $18,795 · management and general $13,420 · fundraising $838

  • 16 · Occupancy

    total $57,576 · program services $42,864 · management and general $12,724 · fundraising $1,988

  • 17 · Travel

    total $16,577 · program services $13,614 · management and general $2,509 · fundraising $454

  • 22 · Depreciation, depletion and amortization

    total $83,479 · management and general $83,479

  • 23 · Insurance

    total $91,715 · program services $83,628 · management and general $4,116 · fundraising $3,971

  • 24a · Other expenses: PROGRAM EXPENSE

    total $421,294 · program services $421,294

  • 24b · Other expenses: MEAL EXPENSE

    total $113,360 · program services $113,360

  • 24c · Other expenses: RESPITE

    total $61,817 · program services $61,817

  • 24d · Other expenses: CAREGIVER

    total $30,220 · program services $30,220

  • 24e · All other expenses

    total $70,926 · program services $42,384 · management and general $21,867 · fundraising $6,675

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $326,791 · end of year $266,509

  • 3 · Pledges and grants receivable

    beginning of year $623,720 · end of year $545,175

  • 9 · Prepaid expenses and deferred charges

    beginning of year $64,998 · end of year $20,363

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

    $1,346,318

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

    $691,845

  • 10c · Land, buildings and equipment, net

    beginning of year $682,737 · end of year $654,473

  • 12 · Investments: other securities

    beginning of year $1,775,246 · end of year $1,945,795

  • 17 · Accounts payable and accrued expenses

    beginning of year $308,439 · end of year $231,252

  • 18 · Grants payable

    beginning of year $98,051 · end of year $63,051

  • 19 · Deferred revenue

    end of year $54,461

  • 25 · Other liabilities

    beginning of year $3,463 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $2,880,715 · end of year $3,008,773

  • 28 · Net assets with donor restrictions

    beginning of year $182,824 · end of year $74,778

Mission and programs · 2022

Mission

OUR MISSION IS TO ENRICH THE QUALITY OF LIFE IN OUR COMMUNITY BYPROVIDING OLDER ADULTS AND THEIR FAMILIES WITH GUIDANCE AND SUPPORTTHAT ENHANCES THE ABILITY TO AGE WELL.

Activities or mission (Part I)

CARE OF THE AGING

  • TITLE III- PROGRAMS OF THE FEDERAL OLDER AMERICANS ACT, INCLUDING AGING AND DISABILITY NETWORK (ADRN), CAREGIVER RESOURCE CENTER DESIGNATION/CAREGIVER SPECIALIST: AGING CARE CONNECTIONS' CAREGIVER SPECIALISTS ARE TRAINED TO HELP CAREGIVERS DEAL WITH BEING A PRIMARY CARETAKER AND FOR CARING FOR THEMSELVES. SPECIALISTS OFFER ONE-ON-ONE SUPPORT AT HOME OR VIA PHONE, WE LISTEN, WE DISCUSS, WE GUIDE AND SOLVE PROBLEMS TOGETHER. VARIOUS SUPPORT GROUPS ARE OFFERED TO MEET SPECIFIC CAREGIVER NEEDS, SUCH AS: CAREGIVERS OF OLDER ADULTS, INDIVIDUALS WITH ALZHEIMER'S DISEASE OR DEMENTIA, AND GRANDPARENTS WHO ARE RAISING GRANDCHILDREN. DURING THE FISCAL YEAR 6,797 UNITS OF SERVICE WERE PROVIDED THROUGH THE CAREGIVER SUPPORT PROGRAM.

    Expenses $1,286,252

  • CARE COORDINATION: CARE COORDINATORS PROVIDED CONSULTATION ON RESOURCES AND INTENSIVE, COMPREHENSIVE ASSESSMENT TO OLDER ADULTS AND THEIR FAMILIES IN A VARIETY OF SETTINGS IN THE CONTINUUM OF CARE SUCH AS THE HOME, LOCAL REHABILITATION FACILITIES AND THE HOSPITAL. AGING CARECONNECTION'S CARE COORDINATION PROGRAM HAS PROVIDED 14,019 INDIVIDUAL ASSESSMENTS TO OLDER ADULTS THIS FISCAL YEAR.

    Expenses $1,211,181

  • ADULT PROTECTIVE SERVICES: ADULT PROTECTIVE AND INTERVENTIONAL SERVICES INVOLVE COMPLEX SITUATIONS WHEREIN AN OLDER ADULT, OR AN ADULT WITH DISABILITIES OLDER THAN 18 YEARS OF AGE, HAS BEEN ABUSED, NEGLECTED, OR FINANCIALLY EXPLOITED, OFTENTIMES BY FAMILY MEMBERS. AGING CARECONNECTIONS' ADULT PROTECTIVE SERVICES STAFF HAVE INVESTIGATED 299 CASES OF ALLEGED ABUSE, NEGLECT, AND EXPLOITATION THIS YEAR.

    Expenses $421,447

  • OTHER PROGRAM SERVICES CONSIST OF SENIOR NUTRITION PROGRAMS, CAREGIVER SUPPORT SERVICES, AND COMMUNITY- BASED SUPPORTIVE SERVICES.

    Expenses $349,355

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Dale Lilburn

    BOARD PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Linda Hussey

    VICE PRESIDENT

    Total calculated
    $0
    Hours/week
    2

  • Mark Ptacek

    BOARD TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Beth McCormack

    BOARD SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • Edward P Gervain Jr

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Michael D Doepke

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Dennis Foley

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Tamara Jurgensen

    BOARD MEMBER (THRU 9/27/23)

    Total calculated
    $0
    Hours/week
    1

  • Sherby Miller

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Nick Pann

    BOARD MEMBER (THRU 9/27/23)

    Total calculated
    $0
    Hours/week
    1

  • Peter Volpe

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • William S Wilson

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Victoria Vann

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Steven Langworthy

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Desiree M Scully

    EXECUTIVE DIRECTOR

    Total calculated
    $145,455
    From this org
    $135,000
    From related orgs
    $0
    Other
    $10,455
    Hours/week
    40

  • Colleen Pelikant

    DIRECTOR OF SOCIAL SERVICES

    Total calculated
    $92,740
    From this org
    $90,000
    From related orgs
    $0
    Other
    $2,740
    Hours/week
    40

  • Annie Lancaster

    FINANCE DIRECTOR

    Total calculated
    $90,040
    From this org
    $90,000
    From related orgs
    $0
    Other
    $40
    Hours/week
    40

  • Jan Walch

    DIRECTOR OF PHILANTHROPY

    Total calculated
    $91,445
    From this org
    $83,000
    From related orgs
    $0
    Other
    $8,445
    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

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
13 August 2024
IRS schema version
2022v5.0
Source object
202412279349300241

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