Totals
- Total revenue
- $114,281,456
- Total expenses
- $112,560,025
- Contributions and grants received
- $67,796,614
- Grants paid
- $415,573
- Program service revenue
- $46,301,114
- Investment income
- $147,776
- Other revenue
- $35,952
- Total assets, end of year
- $52,325,158
- Total liabilities, end of year
- $22,022,336
- Net assets or fund balances, end of year
- $30,302,822
- Program services expenses (Part IX)
- $105,551,150
- Management and general expenses
- $6,794,734
- Fundraising expenses
- $214,141
- Program service expenses (Part III)
- $105,551,150
Program services were 93.8% 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.
-
1c · Fundraising events
$76,613
-
1e · Government grants (contributions)
$66,834,296
-
1f · All other contributions, gifts and grants
$885,705
-
1g · Noncash contributions included above
$60,973
-
2a · Program service revenue: SCO AND OTHER CONTRACTS
total $44,555,740 · related or exempt $44,555,740
-
2b · Program service revenue: PRIVATE PAY REVENUE
total $1,640,372 · related or exempt $1,640,372
-
2c · Program service revenue: CONFERENCE/TRAINING FEES
total $105,002 · related or exempt $105,002
-
3 · Investment income
total $114,720 · excluded $114,720
-
6a · Gross rents
real property $26,108
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $26,108
-
6d · Net rental income or loss
total $26,108 · excluded $26,108
-
7a · Gross sales of assets other than inventory
securities $3,474,009
-
7b · Less cost or other basis and sales expenses
securities $3,440,953
-
7c · Gain or loss
securities $33,056
-
7d · Net gain or loss
total $33,056 · excluded $33,056
-
8a · Fundraising events: gross income
$29,403
-
8a · Fundraising events: contributions included on line 1c
$76,613
-
8b · Fundraising events: direct expenses
$40,232
-
8c · Net income from fundraising events
total -$10,829 · excluded -$10,829
-
11d · All other revenue
total $20,673 · excluded $20,673
-
11e · Other revenue, total
$20,673
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $228,003 · program services $228,003
-
2 · Grants to domestic individuals
total $187,570 · program services $187,570
-
5 · Compensation of officers, directors and key employees
total $502,826 · program services $431,646 · management and general $68,627 · fundraising $2,553
-
7 · Other salaries and wages
total $27,741,194 · program services $23,802,507 · management and general $3,796,394 · fundraising $142,293
-
8 · Pension plan contributions
total $906,282 · program services $718,392 · management and general $182,313 · fundraising $5,577
-
9 · Other employee benefits
total $4,068,968 · program services $3,495,116 · management and general $553,456 · fundraising $20,396
-
10 · Payroll taxes
total $2,122,669 · program services $1,832,571 · management and general $279,496 · fundraising $10,602
-
11b · Fees: legal
total $18,924 · program services $17,380 · management and general $1,544
-
11c · Fees: accounting
total $88,675 · management and general $88,675
-
11f · Fees: investment management
total $16,809 · management and general $16,809
-
11g · Fees: other
total $66,131,288 · program services $66,028,261 · management and general $103,027
-
12 · Advertising and promotion
total $90,716 · program services $56,746 · management and general $22,089 · fundraising $11,881
-
13 · Office expenses
total $563,544 · program services $260,984 · management and general $298,842 · fundraising $3,718
-
14 · Information technology
total $1,126,894 · program services $224,681 · management and general $902,213
-
16 · Occupancy
total $1,724,034 · program services $1,551,617 · management and general $165,453 · fundraising $6,964
-
17 · Travel
total $887,723 · program services $876,567 · management and general $10,132 · fundraising $1,024
-
19 · Conferences, conventions and meetings
total $161,675 · program services $125,115 · management and general $35,824 · fundraising $736
-
22 · Depreciation, depletion and amortization
total $214,749 · program services $4,451 · management and general $210,298
-
23 · Insurance
total $109,601 · program services $109,101 · fundraising $500
-
24a · Other expenses: PROGRAM ACTIVITIES & SU
total $4,992,164 · program services $4,991,818 · fundraising $346
-
24b · Other expenses: BAD DEBTS
total $486,557 · program services $486,557
-
24c · Other expenses: CLIENT SERVICE PAYMENTS
total $122,067 · program services $122,067
-
24d · Other expenses: SPECIAL EVENT EXPENSE
total $7,551 · fundraising $7,551
-
24e · All other expenses
total $59,542 · management and general $59,542
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $24,757,050 · end of year $16,591,406
-
2 · Savings and temporary cash investments
end of year $10,096,013
-
4 · Accounts receivable
beginning of year $20,269,710 · end of year $22,826,653
-
8 · Inventories for sale or use
beginning of year $110 · end of year $110
-
9 · Prepaid expenses and deferred charges
beginning of year $212,726 · end of year $271,196
-
10a · Land, buildings and equipment: cost or other basis
$3,150,099
-
10b · Land, buildings and equipment: accumulated depreciation
$2,771,651
-
10c · Land, buildings and equipment, net
beginning of year $507,885 · end of year $378,448
-
11 · Investments: publicly traded securities
beginning of year $610,744 · end of year $658,472
-
15 · Other assets
beginning of year $140,690 · end of year $1,502,860
-
17 · Accounts payable and accrued expenses
beginning of year $16,110,554 · end of year $18,591,734
-
19 · Deferred revenue
beginning of year $1,174,298 · end of year $1,238,365
-
21 · Escrow or custodial account liability
beginning of year $714,825 · end of year $644,257
-
25 · Other liabilities
beginning of year $0 · end of year $1,547,980
-
27 · Net assets without donor restrictions
beginning of year $28,279,298 · end of year $30,105,264
-
28 · Net assets with donor restrictions
beginning of year $219,940 · end of year $197,558
Mission and programs · 2022
Mission
TO ENSURE EVERYONE'S CHOICE TO LEAD FULFILLING LIVES AS THEY AGE.
Activities or mission (Part I)
OUR VISION: A FUTURE WHERE EVERYONE CAN CHOOSE TO LIVE AND AGE WELL, IN COMMUNITIES THAT SUPPORT THEM.
-
SENIOR CARE OPTIONS (SCO) IS A VOLUNTARY MEDICARE ADVANTAGE HEALTH PLAN THAT COMBINES MEDICARE AND MASSHEALTH BENEFITS. SENIOR CARE OPTIONS IS A COMPREHENSIVE HEALTH PLAN THAT COVERS ALL OF THE SERVICES NORMALLY PAID FOR THROUGH MEDICARE AND MASSHEALTH. THIS PLAN PROVIDES SERVICES TO LOW-INCOME ADULTS AGED 65 AND OVER THROUGH A SENIOR CARE ORGANIZATION AND ITS NETWORK OF PROVIDERS. IT COMBINES HEALTH SERVICES WITH SOCIAL SERVICES BY COORDINATING CARE AND SPECIALIZED GERIATRIC SUPPORT SERVICES, ALONG WITH RESPITE CARE FOR FAMILIES AND CAREGIVERS. SCO OFFERS AN IMPORTANT ADVANTAGE FOR ELIGIBLE MEMBERS OVER TRADITIONAL FEE-FOR-SERVICE CARE. THERE ARE NO COPAYS FOR ENROLLED MEMBERS ENROLLED.
Expenses $26,903,130 · Revenue $26,902,942
-
CHOICES: THE COMMUNITY CHOICE PROGRAM ALLOWS OLDER ADULTS WHO ARE ON MASSHEALTH TO RECEIVE EXPANDED CARE AT HOME, WHICH CAN DELAY OR PREVENT IMMINENT PLACEMENT IN A LONG-TERM CARE FACILITY. ELIGIBILITY FOR THE COMMUNITY CHOICE PROGRAM IS BASED ON THE FOLLOWING CRITERIA - AGE 60 OR OLDER; APPROVED FOR MASSHEALTH STANDARD BENEFITS; MEET THE CLINICAL CRITERIA FOR ENROLLMENT IN THE HOME AND COMMUNITY BASED SERVICES (HCBS) WAIVER; BE AT IMMINENT RISK OF NURSING HOME PLACEMENT BECAUSE OF SERIOUS HEALTH CONDITIONS AND/OR THE INABILITY TO MANAGE DAILY CARE. A CARE MANAGER AND NURSE FROM AGESPAN WILL CONDUCT A NEEDS ASSESSMENT TO DETERMINE ELIGIBILITY. THEY WILL THEN WORK WITH THE CONSUMER AND HIS/HER FAMILY MEMBERS TO DETERMINE A PLAN OF CARE, COORDINATE ALL SERVICES RECEIVED BY THE CONSUMER, CONDUCT REASSESSMENT VISITS, AND OFFER ONGOING CARE MANAGEMENT.
Expenses $13,891,265
-
ECOP: THE ENHANCED COMMUNITY OPTIONS PROGRAM (ECOP) IS DESIGNED TO SERVE FRAIL ELDERS LIVING IN THE COMMUNITY WHO ARE AT RISK OF NURSING HOME PLACEMENT DUE TO FUNCTIONAL OR COGNITIVE IMPAIRMENT. TO QUALIFY, THE PERSON MUST BE 60 OR OLDER, AND THOSE UNDER AGE 60 MAY BE ELIGIBLE WITH A DOCUMENTATION OF ALZHEIMER'S DISEASE OR A RELATED DEMENTIA; MEET CLINICAL ELIGIBILITY REQUIREMENTS FOR NURSING FACILITY PLACEMENT; AND REQUIRE HOME CARE SERVICES GREATER THAN TWO TIMES THOSE AVAILABLE THROUGH THE GENERAL STATE HOME CARE PROGRAM. A CARE MANAGER AND NURSE FROM AGESPAN WILL CONDUCT A NEEDS ASSESSMENT TO DETERMINE ELIGIBILITY. THEY WILL THEN WORK WITH THE ELDER AND HIS/HER FAMILY MEMBERS TO DETERMINE A PLAN OF CARE, COORDINATE ALL SERVICES RECEIVED BY THIS INDIVIDUAL, CONDUCT REASSESSMENT VISITS AND OFFER ONGOING CARE MANAGEMENT.
Expenses $9,487,102
-
OTHER PROGRAMS INCLUDE PROVIDING PROTECTIVE SERVICES, NUTRITION & MEALS SERVICES, CAREGIVER SUPPORT, INFORMATION & REFERRAL, MEDICARE RESOURCES, HOUSING SUPPORT, BEHAVIOR HEALTH, FINANCIAL RESOURCES AND HEALTH EQUITY ACCESS.
Expenses $55,269,653 · Grants $415,573 · Revenue $19,398,172
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Michael RurakMICHAEL RURAK
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Dean CleghornDEAN CLEGHORN
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Maurice E BalboniMAURICE E BALBONI
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Robert Schreiber MDROBERT SCHREIBER MD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Teresa Gove ArnoldTERESA GOVE ARNOLD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Joseph BerardinoJOSEPH BERARDINO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Pamela BlaquierePAMELA BLAQUIERE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Jean BushnellJEAN BUSHNELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
David GravelDAVID GRAVEL
DIRECTOR - RETIRED IN NOVEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Robert Holloway JrROBERT HOLLOWAY JR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Grace A LaganaGRACE A LAGANA
DIRECTOR - RETIRED IN NOVEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Sandra LevinSANDRA LEVIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Charlene MuscatoCHARLENE MUSCATO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Alex PerezALEX PEREZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Colleen Ranshaw-FiorelloCOLLEEN RANSHAW-FIORELLO
CLERK
- Total calculated
- $0
- Hours/week
- 1
-
Barry SinewitzBARRY SINEWITZ
DIRECTOR - RETIRED IN NOVEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Grace Ann SteedGRACE ANN STEED
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1 + 0.5 related
-
Martha VelezMARTHA VELEZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Joan F Hatem-RoyJOAN F HATEM-ROY
CHIEF EXECUTIVE OFFICER
- Total calculated
- $290,160
- From this org
- $276,705
- From related orgs
- $0
- Other
- $13,455
- Hours/week
- 37.5 + 0.5 related
Schedule J breakdown matched by us
- Base
- $266,455
- Bonus
- $0
- Other
- $10,250
- Deferred
- $0
- Nontaxable benefits
- $13,455
- Filer's total
- $290,160
-
Tammy A O'DonnellTAMMY A O'DONNELL
CHIEF FINANCIAL OFFICER
- Total calculated
- $225,146
- From this org
- $225,146
- From related orgs
- $0
- Other
- $0
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $216,528
- Bonus
- $0
- Other
- $8,618
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $225,146
-
Christine M TardiffCHRISTINE M TARDIFF
CHIEF OPERATING OFFICER/VP CLINICAL SERVICES
- Total calculated
- $211,015
- From this org
- $200,577
- From related orgs
- $0
- Other
- $10,438
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $194,603
- Bonus
- $0
- Other
- $5,974
- Deferred
- $0
- Nontaxable benefits
- $10,438
- Filer's total
- $211,015
-
Deborah R CrookeDEBORAH R CROOKE
CHIEF INFORMATION OFFICER
- Total calculated
- $176,122
- From this org
- $159,900
- From related orgs
- $0
- Other
- $16,222
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $153,162
- Bonus
- $0
- Other
- $6,738
- Deferred
- $0
- Nontaxable benefits
- $16,222
- Filer's total
- $176,122
-
Jennifer R RaymondJENNIFER R RAYMOND
CHIEF STRATEGY OFFICER
- Total calculated
- $177,402
- From this org
- $174,448
- From related orgs
- $0
- Other
- $2,954
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $167,637
- Bonus
- $0
- Other
- $6,811
- Deferred
- $0
- Nontaxable benefits
- $2,954
- Filer's total
- $177,402
-
Shelly DesimoneSHELLY DESIMONE
CHIEF HR OFFICER
- Total calculated
- $167,134
- From this org
- $152,962
- From related orgs
- $0
- Other
- $14,172
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $152,962
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $14,172
- Filer's total
- $167,134
-
Anna BellowsANNA BELLOWS
GENERAL COUNSEL
- Total calculated
- $159,873
- From this org
- $147,398
- From related orgs
- $0
- Other
- $12,475
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $141,288
- Bonus
- $0
- Other
- $6,110
- Deferred
- $0
- Nontaxable benefits
- $12,475
- Filer's total
- $159,873
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 · Form 990 of other organizations
- 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
-
$114,572
LEGAL AID
-
MIDDLETON COUNCIL ON AGING
$20,592
OUTREACH/CASE MANAGEMENT SERVICES
-
$15,000
COAT PROGRAM /JOB TRAINING
-
PEABODY COA
$14,196
TRANSPORTATION
-
LAWRENCE COUNCIL ON AGING
$13,935
EMPOWER SENIORS
-
SALEM COA
$13,338
TRANSPORTATION
-
$10,000
SHELTER SERVICES
-
$6,000
AMERICAN SIGN LANGUAGE ACCESSIBILITY
-
IMMIGRATION & ELDER INTEGRATION SERVICES
-
DANVERS COA
$5,000
TRANSPORTATION
The 10 largest by cash amount. The API serves every itemized grant.
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.
-
501(C)(3) · SECTION 202 AFFORDABLE HOUSING · MA
Directly controlled by AGESPAN
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 22 April 2024
- IRS schema version
- 2022v5.0
- Source object
- 202441229349301874
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.