- Revenue 2024
- $17,140,201
- Expenses 2024
- $16,789,461
Program services were 92.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- NTEE code
- P810
- Classification
- 1000
- Street
- 1000 LAFAYETTE BLVD FL 9
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Mission and programs · 2024
Mission
SWCAA IS THE TRUSTED SOURCE OF ADVOCACY, INFORMATION, AND ACCESS TO CARE FOR OLDER AND VULNERABLE ADULTS THAT PROVIDES RESOURCES TO STRENGTHEN THE REGIONAL AGING NETWORK.
Activities or mission (Part I)
SWCAA IS THE TRUSTED SOURCE OF ADVOCACY, INFORMATION, AND ACCESS TO CARE FOR OLDER AND VULNERABLE ADULTS THAT PROVIDES RESOURCES TO STRENGTHEN THE REGIONAL AGING NETWORK. SWCAA ENVISIONS A COMMUNITY WHERE ALL ADULTS HAVE ACCESS TO THE LONG TERM CARE SUPPORTS AND SERVICES THAT HELP THEM THRIVE AND LIVE WITH DIGNITY IN THE SETTING OF THEIR CHOICE.
-
CARE MANAGEMENT: SWCAA IS CONTRACTED BY THE DEPARTMENT OF SOCIAL SERVICES (DSS) TO PROVIDE CARE MANAGEMENT SERVICES TO INDIVIDUALS ENROLLED IN THE CONNECTICUT HOME CARE PROGRAMS. THIS MEDICAID WAIVER SUPPORTS OLDER ADULTS AND YOUNGER PERSONS WITH DISABILITIES TO REMAIN IN THEIR HOME AND FOREGO PREMATURE INSTITUTIONAL PLACEMENT. SWCAA'S SOCIAL SERVICE PROFESSIONALS ARE RESPONSIBLE TO ASSESS THE APPLICANT'S FINANCIAL AND FUNCTIONAL ELIGIBILITY FOR THE PROGRAM. THE ASSESSMENT INFORMATION IS SUBMITTED TO THE DSS FOR APPROVAL. ONCE APPROVED, SWCAA DEVELOPS A CARE PLAN BY AUTHORIZING SERVICES FROM MEDICAID PROVIDERS THAT WILL SUPPORT THE INDEPENDENCE AND IMPROVE THE QUALITY OF LIFE FOR CLIENTS. CLIENTS ARE MONITORED AND CARE PLAN AUTHORIZATIONS ARE ADJUSTED BASED ON EMERGENT CHANGES OR NEEDS. MANDATORY HOME VISITS AND MONTHLY MONITORING ARE DOCUMENTED IN A CLIENT MANAGEMENT SYSTEM. SWCAA IS REIMBURSED BASED ON THE CENSUS AND COMPLETION OF REQUIRED ACTIVITIES.
Expenses $5,850,111 · Revenue $6,740,129
-
TRANSITION: SWCAA IS DESIGNATED BY THE DEPARTMENT OF SOCIAL SERVICES TO ASSIST INDIVIDUALS WISHING TO TRANSITION OUT OF NURSING FACILITATES BACK TO THE COMMUNITY. THE SOCIAL SERVICE PROFESSIONALS WORK WITH NURSING HOME RESIDENTS TO OVERCOME BARRIERS THAT WOULD PREVENT THE INDIVIDUAL FROM RETURNING HOME. WORKING CLOSELY IN A TEAM THAT INCLUDES TRANSITION AND HOUSING COORDINATORS, THE SOCIAL SERVICE PROFESSIONALS DEVELOP A PLAN TO FIND APPROPRIATE HOUSING, IDENTIFY NECESSARY IN-HOME SUPPORTS AND INITIATE OTHER FORMAL AND IN-FORMAL SERVICES TO SUPPORT THE INDIVIDUAL. STAFF STAY WITH THE INDIVIDUAL FOR ONE YEAR POST TRANSITION TO SUPPORT THE CLIENT IN HIS OR HER NEW ENVIRONMENT.
Expenses $5,850,111 · Revenue $2,675,327
-
GRANTS: SWCAA'S ANNUAL REQUEST FOR PROPOSALS INVITES NONPROFIT AGENCIES SERVING OLDER ADULTS TO APPLY FOR OLDER AMERICANS ACT (OAA) FUNDING ADMINISTERED BY SWCAA. EVERY THREE YEARS, A ROBUST AREA PLAN IS DEVELOPED TO INCLUDE A NEEDS ASSESSMENT FOR OLDER ADULTS IN SOUTHWESTERN CONNECTICUT. THE IDENTIFIED NEEDS FORM THE FOUNDATION FOR EVALUATING THE APPLICATIONS FOR FUNDING. SWCAA ACTIVELY RECRUITS AND PROVIDES TECHNICAL ASSISTANCE TO NONPROFITS TO ASSIST THEM IN APPLYING FOR FUNDS THROUGH THE OAA. THE INVITATION TO APPLY INCLUDES PUBLIC NOTICE IN THE NEWSPAPER, PROMOTION ON THE WEBSITE AND FACEBOOK, AND POSTCARDS SENT TO NONPROFITS, MASS EMAILS TO ORGANIZATIONS WITHIN SWCAA'S DISTRIBUTION LIST AND THE DISTRIBUTION LISTS OF OTHER MEMBER ORGANIZATIONS SUCH AS THE UNITED WAY. APPLICATION MATERIALS ARE POSTED ON THE SWCAA WEBSITE ALONG WITH OTHER RESOURCES TO GUIDE THE APPLICANT. ALL APPLICATIONS RECEIVED BY DEADLINE ARE REVIEWED BY THE GRANTS MANAGER FOR MINIMAL REQUIREMENTS AND COMPLIANCE WITH STATE AND FEDERAL REGULATIONS. SWCAA BOARD OF DIRECTORS AND ADVISORY COUNCIL EVALUATE APPLICATIONS USING A STANDARDIZED EVALUATION TOOL. AWARDS ARE MADE BASED ON THE EXISTING LEVEL OF FUNDS, THE ANTICIPATED ABILITY OF THE APPLICANT TO MEET THE IDENTIFIED NEEDS AND THE APPLICANT'S ABILITY TO COMPLY WITH ALL REQUIREMENTS.
Expenses $3,874,461 · Grants $3,874,461
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
Marie AllenMARIE ALLEN
PRESIDENT / CEO
- Total calculated
- $210,064
- From this org
- $164,755
- From related orgs
- $0
- Other
- $45,309
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $164,755
- Bonus
- $0
- Other
- $0
- Deferred
- $8,322
- Nontaxable benefits
- $36,987
- Filer's total
- $210,064
-
Mary DonnellyMARY DONNELLY
DIRECTOR, CARE MANAGEMENT
- Total calculated
- $154,531
- From this org
- $130,938
- From related orgs
- $0
- Other
- $23,593
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $130,938
- Bonus
- $0
- Other
- $0
- Deferred
- $6,631
- Nontaxable benefits
- $16,962
- Filer's total
- $154,531
-
Cynthia MajerskyCYNTHIA MAJERSKY
DIRECTOR, COMMUNITY OPTIONS
- Total calculated
- $185,450
- From this org
- $113,075
- From related orgs
- $0
- Other
- $72,375
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $113,075
- Bonus
- $0
- Other
- $0
- Deferred
- $6,134
- Nontaxable benefits
- $66,241
- Filer's total
- $185,450
-
Stephanie MinceySTEPHANIE MINCEY
SYSTEMS ADMINISTRATOR
- Total calculated
- $149,760
- From this org
- $112,033
- From related orgs
- $0
- Other
- $37,727
- Hours/week
- 40
-
Rachael HarveyRACHAEL HARVEY
FINANCE DIRECTOR
- Total calculated
- $92,654
- From this org
- $92,654
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
A Marjolijn BaxendaleA MARJOLIJN BAXENDALE
CHAIRMAN THRU 09/30/25
- Total calculated
- $0
- Hours/week
- 2
-
Jeanette BogdanJEANETTE BOGDAN
VICE CHAIRMAN
- Total calculated
- $0
- Hours/week
- 2
-
Kate MaxhamKATE MAXHAM
VICE CHAIRMAN
- Total calculated
- $0
- Hours/week
- 2
-
Ellen AbendELLEN ABEND
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
Sue Brannelly MartinSUE BRANNELLY MARTIN
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
Kathleen BordelonKATHLEEN BORDELON
DIRECTOR THRU 09/30/25
- Total calculated
- $0
- Hours/week
- 1
-
Julie DemarcoJULIE DEMARCO
DIRECTOR JOINED 10/01/24
- Total calculated
- $0
- Hours/week
- 1
-
Liza EstevezLIZA ESTEVEZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Terry GiegengackTERRY GIEGENGACK
DIRECTOR JOINED 10/01/24
- Total calculated
- $0
- Hours/week
- 1
-
Carl Glad EsqCARL GLAD ESQ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Stephen GrampsSTEPHEN GRAMPS
DIRECTOR THRU 09/30/25
- Total calculated
- $0
- Hours/week
- 1
-
Pamela HoffmanPAMELA HOFFMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Ann Marie Hynes EsqANN MARIE HYNES ESQ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Randie KatzRANDIE KATZ
DIRECTOR JOINED 10/01/24
- Total calculated
- $0
- Hours/week
- 1
-
Kevin Kelly EsqKEVIN KELLY ESQ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Stephanie PaulmenoSTEPHANIE PAULMENO
DIRECTOR THRU 09/30/25
- Total calculated
- $0
- Hours/week
- 1
-
Stephanie RossSTEPHANIE ROSS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Asha ScherASHA SCHER
DIRECTOR JOINED 10/01/24
- Total calculated
- $0
- Hours/week
- 1
-
Donna SpellmanDONNA SPELLMAN
DIRECTOR JOINED 10/01/24
- Total calculated
- $0
- Hours/week
- 1
-
Penny YoungPENNY YOUNG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
The first 25 listed. 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. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $17,140,201
- Expenses
- $16,789,461
- Contributions
- $7,450,426
- Grants paid
- $3,874,461
-
2023
- Revenue
- $16,324,350
- Expenses
- $15,959,048
- Contributions
- $7,485,944
- Grants paid
- $4,339,816
-
2022
- Revenue
- $15,398,927
- Expenses
- $15,307,010
- Contributions
- $7,899,194
- Grants paid
- $4,978,556
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2024 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
-
2023 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
-
2022 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
-
2021 · 990
- Revenue
- $14,605,418
- Expenses
- $14,194,576
- Assets (EOY)
- $5,636,957
-
2021 · 990-T
- Revenue
- not reported
- Expenses
- not reported
- Assets (EOY)
- not reported
-
2020 · 990
- Revenue
- $13,935,523
- Expenses
- $12,767,993
- Assets (EOY)
- $6,265,850
-
2019 · 990
- Revenue
- $13,856,044
- Expenses
- $13,650,361
- Assets (EOY)
- $5,944,423
-
2018 · 990
- Revenue
- $12,185,649
- Expenses
- $12,073,265
- Assets (EOY)
- $4,128,776
-
2016 · 990
- Revenue
- $11,875,785
- Expenses
- $11,906,328
- Assets (EOY)
- $3,851,424
-
2015 · 990
- Revenue
- $11,977,181
- Expenses
- $11,870,468
- Assets (EOY)
- $3,834,100
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.
Grants made
-
$1,891,535
2022 ELDERLY NUTRITION / HOME CARE SERVICES
-
RW SOLUTIONS INC
$1,633,869
2024 ELDERLY NUTRITION / HOME CARE SERVICES
-
$1,548,331
2022 ELDERLY NUTRITION / HOME CARE SERVICES
-
$1,442,374
2023 ELDERLY NUTRITION / HOME CARE SERVICES
-
$1,385,068
2024 ELDERLY NUTRITION / HOME CARE SERVICES
-
$1,274,190
2023 ELDERLY NUTRITION / HOME CARE SERVICES
-
$170,000
2023 AAA PROJECTS FOR THE ELDERLY
-
$154,000
2023 AAA PROJECTS FOR THE ELDERLY
-
$152,298
2023 ELDERLY NUTRITION / HOME CARE SERVICES / AAA PROJECTS FOR THE ELDERLY
-
$100,000
2022 ELDERLY NUTRITION / HOME CARE SERVICES
The 10 largest by cash amount. The API serves every itemized grant.
Grants received
-
2024 FOR GENERAL SUPPORT
-
2023 FOR GENERAL SUPPORT
-
2022 FOR GENERAL SUPPORT.
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Listed as of 13 October 2026, under deductibility PC.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 13 October 2026 and read 29 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.