AGESPAN INC

As filed

Subsection

03

NTEE code

P81Z

Classification

1000

Street

280 MERRIMACK ST STE 400

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).

Other organizations at this address

1 other organization in the IRS Business Master File lists the same street address. matched by us

This address is a suite or unit (STE 400). Organizations that share one are often clients of the same office-services firm, accountant or registered agent rather than related to each other.

We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.

• MASSACHUSETTS AGING ACCESS ASSOCIATION INC

  EIN 04-2799672

Mission and programs · 2023

• 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.

  Expenses $17,867,841 · Revenue $17,867,841

• 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 $18,625,715 · Revenue $18,625,715

• 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 $11,338,844 · Revenue $11,338,844

• 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 $72,997,615 · Grants $958,968 · Revenue $6,656,957

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Officers and directors · 2023

As listed in Part VII of the 2023 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

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

• 2023

  Revenue

  $133,795,983

  Expenses

  $128,072,069

  Contributions

  $78,681,191

  Grants paid

  $958,968

• 2022

  Revenue

  $114,281,456

  Expenses

  $112,560,025

  Contributions

  $67,796,614

  Grants paid

  $415,573

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

• 2021 · 990

  Revenue

  $107,934,032

  Expenses

  $101,015,725

  Assets (EOY)

  $46,498,915

• 2020 · 990

  Revenue

  $97,466,570

  Expenses

  $92,952,643

  Assets (EOY)

  $41,301,216

• 2019 · 990

  Revenue

  $97,910,163

  Expenses

  $97,515,145

  Assets (EOY)

  $36,540,350

• 2018 · 990

  Revenue

  $75,585,513

  Expenses

  $72,552,406

  Assets (EOY)

  $27,985,717

• 2017 · 990

  Revenue

  $69,258,005

  Expenses

  $67,380,167

  Assets (EOY)

  $24,213,366

• 2016 · 990

  Revenue

  $64,142,075

  Expenses

  $62,744,669

  Assets (EOY)

  $20,125,063

• 2015 · 990

  Revenue

  $60,392,540

  Expenses

  $59,493,258

  Assets (EOY)

  $17,692,697

• 2014 · 990

  Revenue

  $57,660,214

  Expenses

  $57,317,943

  Assets (EOY)

  $16,881,976

• 2013 · 990

  Revenue

  $53,769,069

  Expenses

  $53,007,970

  Assets (EOY)

  $13,570,175

• 2012 · 990

  Revenue

  — not reported

  Expenses

  $45,420,091

  Assets (EOY)

  $13,012,193

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

• NORTHEAST LEGAL AID INC

  $296,120

  2023 · LEGAL AID

• NORTHEAST LEGAL AID INC

  $114,572

  2022 · LEGAL AID

• RUTH'S HOUSE

  $23,750

  2023 · COAT PROGRAM /JOB TRAINING

• MIDDLETON COUNCIL ON AGING

  $20,592

  2022 · OUTREACH/CASE MANAGEMENT SERVICES

• MIDDLETON COUNCIL ON AGING

  $15,648

  2023 · OUTREACH/CASE MANAGEMENT SERVICES

• RUTH'S HOUSE

  $15,000

  2022 · COAT PROGRAM /JOB TRAINING

• PEABODY COA

  $14,196

  2022 · TRANSPORTATION

• LAWRENCE COUNCIL ON AGING

  $13,935

  2022 · EMPOWER SENIORS

• SALEM COA

  $13,338

  2022 · TRANSPORTATION

• PEABODY COA

  $11,799

  2023 · TRANSPORTATION

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

Where these grants went next →

Grants received

• HEALTH RESOURCES IN ACTION INC

  $499,223

  2024 · EOHHS SSO INTEGRATION FUND VENDOR, COMMUNITY HEALTH GRANTMAKING, UNRESTRICTED

• USAGING

  $272,943

  2025 · SERVICES FOR THE AGING GRANT

• POINT32HEALTH FOUNDATION INC

  $220,000

  2023 · MHAC SUPPORT; VARIOUS PROGRAMS

• POINT32HEALTH FOUNDATION INC

  $176,000

  2022 · MHAC/MENTAL HEALTH LGBTQ+ELDERS CONF

• POINT32HEALTH FOUNDATION INC

  $135,000

  2024 · MHAC SUPPORT; VARIOUS PROGRAMS

• ESSEX COUNTY COMMUNITY FDN INC

  $98,203

  2022

• HEALTH CARE FOR ALL INC

  $61,750

  2024 · VOICES FOR HEALTH JUSTICE

• HEALTH CARE FOR ALL INC

  $52,632

  2023 · VOICES FOR HEALTH JUSTICE

• HEALTH CARE FOR ALL INC

  $45,000

  2022 · VOICES FOR HEALTH JUSTICE

• USAGING

  $37,500

  2022 · SERVICES FOR THE AGING GRANT

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

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Other IRS files