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← SOUTHERN MAINE AGENCY ON AGING

Form 990 for tax year 2024

Filed by SOUTHERN MAINE AGENCY ON AGING.

Totals

Total revenue
$8,436,343
Total expenses
$8,293,375
Contributions and grants received
$7,835,192
Grants paid
$718,022
Program service revenue
$570,615
Investment income
$40,983
Other revenue
-$10,447
Total assets, end of year
$9,354,085
Total liabilities, end of year
$3,850,819
Net assets or fund balances, end of year
$5,503,266
Program services expenses (Part IX)
$6,717,538
Management and general expenses
$1,187,753
Fundraising expenses
$388,084
Program service expenses (Part III)
$6,717,538

Program services were 81.0% 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.

  • 1c · Fundraising events

    $68,055

  • 1e · Government grants (contributions)

    $6,459,177

  • 1f · All other contributions, gifts and grants

    $1,307,960

  • 2a · Program service revenue: Program Service Fees

    total $560,113 · related or exempt $560,113

  • 2b · Program service revenue: Misc. Revenue

    total $10,502 · related or exempt $10,502

  • 3 · Investment income

    total $40,983 · excluded $40,983

  • 6a · Gross rents

    real property $19,950

  • 6b · Less rental expenses

    real property $20,891

  • 6c · Rental income or loss

    real property -$941

  • 6d · Net rental income or loss

    total -$941 · unrelated business -$1,702 · excluded $761

  • 8a · Fundraising events: gross income

    $0

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

    $68,055

  • 8b · Fundraising events: direct expenses

    $9,506

  • 8c · Net income from fundraising events

    total -$9,506 · excluded -$9,506

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $431,050 · program services $431,050

  • 2 · Grants to domestic individuals

    total $286,972 · program services $286,972

  • 5 · Compensation of officers, directors and key employees

    total $441,052 · management and general $441,052

  • 7 · Other salaries and wages

    total $2,897,942 · program services $2,392,039 · management and general $248,096 · fundraising $257,807

  • 8 · Pension plan contributions

    total $27,580 · program services $24,897 · fundraising $2,683

  • 9 · Other employee benefits

    total $318,760 · program services $249,634 · management and general $42,221 · fundraising $26,905

  • 10 · Payroll taxes

    total $307,049 · program services $222,169 · management and general $60,935 · fundraising $23,945

  • 11b · Fees: legal

    total $19,675 · program services $16,091 · management and general $3,474 · fundraising $110

  • 11c · Fees: accounting

    total $38,525 · program services $31,508 · management and general $6,802 · fundraising $215

  • 11g · Fees: other

    total $426,085 · program services $268,928 · management and general $152,331 · fundraising $4,826

  • 12 · Advertising and promotion

    total $65,006 · program services $62,680 · management and general $65 · fundraising $2,261

  • 13 · Office expenses

    total $191,143 · program services $136,346 · management and general $42,680 · fundraising $12,117

  • 14 · Information technology

    total $195,550 · program services $105,895 · management and general $56,191 · fundraising $33,464

  • 16 · Occupancy

    total $275,767 · program services $243,508 · management and general $15,412 · fundraising $16,847

  • 17 · Travel

    total $35,631 · program services $20,933 · management and general $13,193 · fundraising $1,505

  • 20 · Interest

    total $136,400 · program services $134,708 · management and general $1,692

  • 22 · Depreciation, depletion and amortization

    total $214,026 · program services $196,277 · management and general $17,749

  • 23 · Insurance

    total $56,610 · program services $4,122 · management and general $52,488

  • 24a · Other expenses: Meals & Food Service

    total $1,730,765 · program services $1,728,671 · management and general $1,848 · fundraising $246

  • 24b · Other expenses: Equipment and Maintenan

    total $90,207 · program services $82,600 · management and general $7,607

  • 24c · Other expenses: Misc. Expenses

    total $57,614 · program services $36,347 · management and general $19,288 · fundraising $1,979

  • 24d · Other expenses: Staff Development

    total $49,966 · program services $42,163 · management and general $4,629 · fundraising $3,174

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $84 · end of year $73

  • 2 · Savings and temporary cash investments

    beginning of year $1,709,543 · end of year $912,184

  • 3 · Pledges and grants receivable

    beginning of year $748,281 · end of year $1,702,244

  • 4 · Accounts receivable

    beginning of year $175,734 · end of year $166,199

  • 9 · Prepaid expenses and deferred charges

    beginning of year $53,017 · end of year $101,327

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

    $6,692,833

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

    $1,948,123

  • 10c · Land, buildings and equipment, net

    beginning of year $2,853,472 · end of year $4,744,710

  • 11 · Investments: publicly traded securities

    beginning of year $1,411,786 · end of year $1,542,847

  • 14 · Intangible assets

    beginning of year $217,509 · end of year $174,201

  • 15 · Other assets

    beginning of year $33,845 · end of year $10,300

  • 17 · Accounts payable and accrued expenses

    beginning of year $661,037 · end of year $1,250,473

  • 19 · Deferred revenue

    beginning of year $52,081 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $1,043,407 · end of year $998,512

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $1,427,633

  • 25 · Other liabilities

    beginning of year $217,509 · end of year $174,201

  • 27 · Net assets without donor restrictions

    beginning of year $4,982,758 · end of year $5,170,040

  • 28 · Net assets with donor restrictions

    beginning of year $246,479 · end of year $333,226

Mission and programs · 2024

Mission

The Southern Maine Agency on Aging is the focal point in Cumberland and York counties for resources, services and information to empower older adults, adults with disabilities, and their caregivers to live to their fullest potential.

Activities or mission (Part I)

To assure senior adults receive the support necessary to maintain independent living.

  • Nutrition program for the elderly provides meals to 4,000 older adults at congregate sites and home delivered meals.

    Expenses $2,639,708 · Revenue $224,228

  • Community Services provides approximately 9,500 Information & Referral contacts to over 6,200 older and disabled adults.

    Expenses $408,157 · Grants $718,022 · Revenue $34,671

  • We extended our adult day program for older adults living with memory loss from one to two locations, Biddeford and Springvale. We continued to expand our service delivery offerings for many of our services, including Family Caregiver Support Groups and Training, Health and Wellness Classes, Health Insurance Counseling, Information and Assistance, Money Minders, and Nutrition Counseling.We reintroduced the Independent Housing with Services Program (IHSP). The IHSP provides comprehensive services that are delivered on site to help individuals live as independently as possible. Services include service coordination, care management, housekeeping, chore assistance services, and other services to help individuals maintain independence. Vaccine initiative is a collaboration of the five Maine Agencies on Aging to educate Mainers over 60 years old about the importance of staying up-to-date on immunizations, including COVID-19, Flu, RSV and Pneumonia vaccines. The Agencies on Aging offer clinics in communities across Maine to help Mainers get immunized. This initiative was completed in FY25.Community Connections is a pilot program and is a collaboration of the five Maine Agencies on Aging to support people residing in the community and help prevent or delay use of institutional services. We introduced the Respite Care Companion Program with grant funding from the National Community Care Corps. Volunteers are matched with older adults who have difficulty living independently and their family caregivers. During consistent, weekly visits from the volunteer, care recipients enjoy social connection while caregivers receive respite to improve their mental, emotional, physical, and financial health, and their ability continue supporting their loved ones at home.The Alzheimer's Disease Programs Initiative (ADPI) grant has supported the implementation of several new dementia-focused services at SMAA. The ADPI-funded Compass Program is a new care coordination service providing education, tools, and resource navigation for the caregivers of individuals living with dementia. The grant also funds expanded dementia-competency training for our staff, volunteers, and community partners; these trainings include a 3-part series for Direct Support Professionals serving individuals with intellectual and developmental disabilities, as well as Gatekeeper Training for our Meals on Wheels staff and volunteers. Additionally, the ADPI grant has supported the development of a new Adult Day Program at our Portland Campus, which provides structured support and socialization for individuals living with dementia, as well as respite for caregivers.

    Expenses $3,669,673 · Revenue $311,716

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Anne Dalton

    President

    Total calculated
    $0
    Hours/week
    2

  • Stephen Braverman

    Vice President

    Total calculated
    $0
    Hours/week
    1

  • Craig Lennon

    Secretary

    Total calculated
    $0
    Hours/week
    1

  • Robert Hunter

    Treasurer

    Total calculated
    $0
    Hours/week
    2

  • Jim Clark

    Director

    Total calculated
    $0
    Hours/week
    1

  • Bill Hall

    Director

    Total calculated
    $0
    Hours/week
    1

  • Ann Hastings

    Director

    Total calculated
    $0
    Hours/week
    1

  • John Holland

    Director

    Total calculated
    $0
    Hours/week
    1

  • Herb Janick

    Director

    Total calculated
    $0
    Hours/week
    1

  • Ben Jenkinson

    Director

    Total calculated
    $0
    Hours/week
    1

  • Nancy Koglmeier

    Director

    Total calculated
    $0
    Hours/week
    1

  • Allison Kusel

    Director

    Total calculated
    $0
    Hours/week
    1

  • Rep Michele Meyer

    Director

    Total calculated
    $0
    Hours/week
    1

  • Mike Tarpinian

    Director

    Total calculated
    $0
    Hours/week
    1

  • Laurie Riedel

    CFO

    Total calculated
    $0
    Hours/week
    40

  • Renee Longarini

    COO

    Total calculated
    $118,354
    From this org
    $109,031
    From related orgs
    $0
    Other
    $9,323
    Hours/week
    40

  • Megan Walton

    CEO

    Total calculated
    $199,651
    From this org
    $190,714
    From related orgs
    $0
    Other
    $8,937
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $189,887
    Bonus
    $0
    Other
    $827
    Deferred
    $3,814
    Nontaxable benefits
    $5,123
    Filer's total
    $199,651

  • Margaret Callan

    Past CFO

    Total calculated
    $123,047
    From this org
    $108,232
    From related orgs
    $0
    Other
    $14,815
    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 · Independent compensation consultant
  • 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

Provenance

Return type
form_990
Tax year
2024
Filed
24 June 2026
IRS schema version
2024v5.5
Source object
202611769349301466

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