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SOUTHWESTERN CONNECTICUT AGENCY ON AGING INC

EIN 06-0916407 BRIDGEPORT, CT

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 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 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 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 Mincey

    SYSTEMS ADMINISTRATOR

    Total calculated
    $149,760
    From this org
    $112,033
    From related orgs
    $0
    Other
    $37,727
    Hours/week
    40
  • Rachael Harvey

    FINANCE DIRECTOR

    Total calculated
    $92,654
    From this org
    $92,654
    From related orgs
    $0
    Other
    $0
    Hours/week
    40
  • A Marjolijn Baxendale

    CHAIRMAN THRU 09/30/25

    Total calculated
    $0
    Hours/week
    2
  • Jeanette Bogdan

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    2
  • Kate Maxham

    VICE CHAIRMAN

    Total calculated
    $0
    Hours/week
    2
  • Ellen Abend

    TREASURER

    Total calculated
    $0
    Hours/week
    2
  • Sue Brannelly Martin

    SECRETARY

    Total calculated
    $0
    Hours/week
    2
  • Kathleen Bordelon

    DIRECTOR THRU 09/30/25

    Total calculated
    $0
    Hours/week
    1
  • Julie Demarco

    DIRECTOR JOINED 10/01/24

    Total calculated
    $0
    Hours/week
    1
  • Liza Estevez

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Terry Giegengack

    DIRECTOR JOINED 10/01/24

    Total calculated
    $0
    Hours/week
    1
  • Carl Glad Esq

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Stephen Gramps

    DIRECTOR THRU 09/30/25

    Total calculated
    $0
    Hours/week
    1
  • Pamela Hoffman

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Ann Marie Hynes Esq

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Randie Katz

    DIRECTOR JOINED 10/01/24

    Total calculated
    $0
    Hours/week
    1
  • Kevin Kelly Esq

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Stephanie Paulmeno

    DIRECTOR THRU 09/30/25

    Total calculated
    $0
    Hours/week
    1
  • Stephanie Ross

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1
  • Asha Scher

    DIRECTOR JOINED 10/01/24

    Total calculated
    $0
    Hours/week
    1
  • Donna Spellman

    DIRECTOR JOINED 10/01/24

    Total calculated
    $0
    Hours/week
    1
  • Penny 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

The 10 largest by cash amount. The API serves every itemized grant.

Where these grants went next →

Grants received

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.