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Nonprofiteer
← SOMERVILLE-CAMBRIDGE ELDER SERVICES INCORPORATED

Form 990 for tax year 2024

Filed by SOMERVILLE-CAMBRIDGE ELDER SERVICES INCORPORATED.

Totals

Total revenue
$44,675,451
Total expenses
$45,060,818
Contributions and grants received
$29,408,267
Grants paid
$77,556
Program service revenue
$14,767,056
Investment income
$477,617
Other revenue
$22,511
Total assets, end of year
$28,609,498
Total liabilities, end of year
$10,932,760
Net assets or fund balances, end of year
$17,676,738
Program services expenses (Part IX)
$42,213,270
Management and general expenses
$2,617,549
Fundraising expenses
$229,999
Program service expenses (Part III)
$42,213,270

Program services were 93.7% 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)

    $28,420,209

  • 1f · All other contributions, gifts and grants

    $988,058

  • 2a · Program service revenue: PROGRAM SERVICE FEES

    total $14,382,127 · related or exempt $14,382,127

  • 2b · Program service revenue: TENANT SUBLEASE REVENUE

    total $384,929 · related or exempt $384,929

  • 3 · Investment income

    total $383,866 · excluded $383,866

  • 7a · Gross sales of assets other than inventory

    securities $851,300

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

    securities $757,549

  • 7c · Gain or loss

    securities $93,751

  • 7d · Net gain or loss

    total $93,751 · excluded $93,751

  • 11a · Other revenue: OTHER INCOME

    total $22,511 · related or exempt $22,511

  • 11e · Other revenue, total

    $22,511

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $77,556 · program services $77,556

  • 5 · Compensation of officers, directors and key employees

    total $589,502 · management and general $589,502

  • 7 · Other salaries and wages

    total $9,031,079 · program services $7,806,956 · management and general $1,087,821 · fundraising $136,302

  • 8 · Pension plan contributions

    total $213,445 · program services $194,915 · management and general $15,891 · fundraising $2,639

  • 9 · Other employee benefits

    total $1,224,699 · program services $1,097,691 · management and general $114,191 · fundraising $12,817

  • 10 · Payroll taxes

    total $783,726 · program services $651,770 · management and general $121,086 · fundraising $10,870

  • 11b · Fees: legal

    total $123,858 · program services $104,268 · management and general $18,349 · fundraising $1,241

  • 11c · Fees: accounting

    total $82,941 · program services $72,479 · management and general $9,600 · fundraising $862

  • 11f · Fees: investment management

    total $32,149 · management and general $32,149

  • 11g · Fees: other

    total $30,734,747 · program services $30,657,432 · management and general $77,315

  • 13 · Office expenses

    total $324,626 · program services $262,679 · management and general $35,335 · fundraising $26,612

  • 16 · Occupancy

    total $853,018 · program services $431,859 · management and general $416,352 · fundraising $4,807

  • 17 · Travel

    total $140,085 · program services $129,222 · management and general $10,445 · fundraising $418

  • 19 · Conferences, conventions and meetings

    total $78,016 · program services $64,730 · management and general $12,663 · fundraising $623

  • 22 · Depreciation, depletion and amortization

    total $126,071 · program services $110,117 · management and general $14,647 · fundraising $1,307

  • 23 · Insurance

    total $70,385 · program services $61,477 · management and general $8,178 · fundraising $730

  • 24a · Other expenses: DUES AND SUBSCRIPTIONS

    total $172,928 · program services $154,616 · management and general $16,693 · fundraising $1,619

  • 24b · Other expenses: PROGRAM SUPPORT

    total $153,893 · program services $116,072 · management and general $12,213 · fundraising $25,608

  • 24c · Other expenses: MISCELLANEOUS

    total $146,631 · program services $124,571 · management and general $19,038 · fundraising $3,022

  • 24d · Other expenses: RECRUITING

    total $101,463 · program services $94,860 · management and general $6,081 · fundraising $522

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,969,528 · end of year $3,031,387

  • 2 · Savings and temporary cash investments

    beginning of year $5,731,245 · end of year $4,534,784

  • 3 · Pledges and grants receivable

    beginning of year $6,211,358 · end of year $7,565,215

  • 4 · Accounts receivable

    beginning of year $2,911,312 · end of year $2,773,165

  • 9 · Prepaid expenses and deferred charges

    beginning of year $321,089 · end of year $383,703

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

    $1,304,562

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

    $901,293

  • 10c · Land, buildings and equipment, net

    beginning of year $500,075 · end of year $403,269

  • 11 · Investments: publicly traded securities

    beginning of year $5,869,601 · end of year $6,409,144

  • 15 · Other assets

    beginning of year $3,812,270 · end of year $3,508,831

  • 17 · Accounts payable and accrued expenses

    beginning of year $5,480,003 · end of year $7,121,429

  • 19 · Deferred revenue

    beginning of year $6,455

  • 25 · Other liabilities

    beginning of year $4,098,268 · end of year $3,811,331

  • 27 · Net assets without donor restrictions

    beginning of year $17,741,752 · end of year $17,676,738

Mission and programs · 2024

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 FY2025 FOR 1,974 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 $15,377,235 · Grants $77,556

  • 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 250 INDIVIDUALS IN FY2025.

    Expenses $6,739,953 · Revenue $7,005,778

  • THE HOME CARE PROGRAM PROVIDED SERVICES IN FY2025 TO 13,347 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 $6,500,107

  • OTHER SERVICES PROVIDED BY THE ORGANIZATION IN FY2025 INCLUDE CASE MANAGEMENT, INFORMATION REFERRAL, TRANSPORTATION, HEALTH AND RELATED SOCIAL NEEDS SCREENING, FRIENDLY VISITING, NUTRITION, CHORES, PROTECTIVE AND HOMEMAKER SERVICES.

    Expenses $13,595,975 · Revenue $7,783,789

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

Listed in Part VII

  • Judith Rosen

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Lisa Paborsky

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Brian Kelley

    TREASURER

    Total calculated
    $0
    Hours/week
    2

  • Amelia Joselow

    CLERK

    Total calculated
    $0
    Hours/week
    2

  • Dr Leslie Hergert

    DIRECTOR (UNTIL 4/25)

    Total calculated
    $0
    Hours/week
    1

  • Jan Hoyt Mattimoe

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Helene Quinn

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Janet Levinson

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Pearline Hines

    DIRECTOR (UNTIL 2/25)

    Total calculated
    $0
    Hours/week
    1

  • Susan Pacheco

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Lois Simon

    DIRECTOR (UNTIL 1/25)

    Total calculated
    $0
    Hours/week
    1

  • Ellen Ellis

    DIRECTOR (UNTIL 7/24)

    Total calculated
    $0
    Hours/week
    1

  • Hank 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

  • Alesandro Vianello

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Ashley Speloits

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • Marta Corvelo

    PRESIDENT AND CEO

    Total calculated
    $261,615
    From this org
    $229,912
    From related orgs
    $0
    Other
    $31,703
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $209,912
    Bonus
    $20,000
    Other
    $0
    Deferred
    $7,292
    Nontaxable benefits
    $24,411
    Filer's total
    $261,615

  • Donna Vaskelis

    CFO (UNTIL 2/2025)

    Total calculated
    $202,992
    From this org
    $185,550
    From related orgs
    $0
    Other
    $17,442
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $165,301
    Bonus
    $20,249
    Other
    $0
    Deferred
    $5,645
    Nontaxable benefits
    $11,797
    Filer's total
    $202,992

  • Matthew Preston

    CFO (AS OF 5/2025)

    Total calculated
    $0
    Hours/week
    35

  • Robert Wambolt

    INTERIM CFO (3/2025-4/2025)

    Total calculated
    $0
    Hours/week
    35

  • Anne L Fowler

    CHIEF CLINICAL INTEGRATION OFFICER

    Total calculated
    $174,776
    From this org
    $158,311
    From related orgs
    $0
    Other
    $16,465
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $141,530
    Bonus
    $16,781
    Other
    $0
    Deferred
    $4,836
    Nontaxable benefits
    $11,629
    Filer's total
    $174,776

  • Andrew Blanchette

    CHIEF OF STAFF

    Total calculated
    $166,797
    From this org
    $147,064
    From related orgs
    $0
    Other
    $19,733
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $131,191
    Bonus
    $15,873
    Other
    $0
    Deferred
    $1,860
    Nontaxable benefits
    $17,873
    Filer's total
    $166,797

  • Colleen Morrissey

    CHIEF EXTERNAL AFFAIRS OFFICER

    Total calculated
    $143,360
    From this org
    $136,174
    From related orgs
    $0
    Other
    $7,186
    Hours/week
    35

  • Ellyn M Torres

    DIRECTOR OF CULTURE & PEOPLE OPERATIONS

    Total calculated
    $147,516
    From this org
    $126,376
    From related orgs
    $0
    Other
    $21,140
    Hours/week
    35

  • Amartya Saha

    CONTROLLER

    Total calculated
    $141,649
    From this org
    $128,253
    From related orgs
    $0
    Other
    $13,396
    Hours/week
    35

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

Provenance

Return type
form_990
Tax year
2024
Filed
22 April 2026
IRS schema version
2024v5.5
Source object
202611189349301341

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