2025-03-20T11:11:35-05:00 2024-06-30 872525370 CITRIN COOPERMAN ADVISORS LLC 30 BRAINTREE HL OFFICE PARK STE 300 BRAINTREE MA 02184 990 2023-07-01 042545136 AGESPAN INC AGES 9786837747 280 MERRIMACK STREET SUITE 400 LAWRENCE MA 01843 TAMMY O'DONNELL CFO 9786837747 2025-02-13 1 0 AMANDA ADAMS P00748038 7813562000 2025-02-13 2023 2025-03-06 01:10:19Z TAMMY O'DONNELL 280 MERRIMACK STREET SUITE 400 LAWRENCE MA 01843 136824591 0 X WWW.AGESPAN.ORG X 1974 MA OUR VISION: A FUTURE WHERE EVERYONE CAN CHOOSE TO LIVE AND AGE WELL, IN COMMUNITIES THAT SUPPORT THEM. 14 14 590 457 0 0 67796614 78681191 46301114 54489357 147776 623826 35952 1609 114281456 133795983 415573 958968 0 0 35341939 39097079 0 0 331905 76802513 88016022 112560025 128072069 1721431 5723914 52325158 65469445 22022336 29257485 30302822 36211960 X TO ENSURE EVERYONE'S CHOICE TO LEAD FULFILLING LIVES AS THEY AGE. 0 0 17867841 17867841 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. 18625715 18625715 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. 11338844 11338844 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. 72997615 958968 6656957 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. 72997615 958968 6656957 120830015 1 1 0 1 0 0 0 0 1 1 1 0 0 1 1 1 1 1 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 379 0 1 590 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X TAMMY O'DONNELL 9789461318 280 MERRIMACK STREET STE 400 LAWRENCE MA 01843 MICHAEL RURAK PRESIDENT 1.00 0.00 X X 0 0 0 COLLEEN RANSHAW-FIORELLO CLERK 1.00 0.00 X X 0 0 0 MAURICE E BALBONI DIRECTOR 1.00 0.00 X 0 0 0 ROBERT SCHREIBER MD TREASURER 1.00 0.00 X X 0 0 0 TERESA GOVE ARNOLD DIRECTOR 1.00 0.00 X 0 0 0 JOSEPH BERARDINO DIRECTOR 1.00 0.00 X 0 0 0 PAMELA BLAQUIERE DIRECTOR 1.00 0.00 X 0 0 0 JEAN BUSHNELL DIRECTOR 1.00 0.00 X 0 0 0 ROBERT HOLLOWAY JR DIRECTOR 1.00 0.00 X 0 0 0 CHARLENE MUSCATO DIRECTOR 1.00 0.00 X 0 0 0 GRACE ANN STEED DIRECTOR 1.00 0.50 X 0 0 0 MARTHA VELEZ DIRECTOR 1.00 0.00 X 0 0 0 GARY LEE DIRECTOR 1.00 0.00 X 0 0 0 ANDREA SULLIVAN DIRECTOR 1.00 0.00 X 0 0 0 SANDRA LEVIN DIRECTOR END 11/23 1.00 0.00 X 0 0 0 ALEX PEREZ DIRECTOR END 11/23 1.00 0.00 X 0 0 0 JOAN F HATEM-ROY CHIEF EXECUTIVE OFFICER 37.50 0.50 X 287852 0 13889 TAMMY A O'DONNELL CHIEF FINANCIAL OFFICER 37.50 0.00 X 218286 0 14337 CHRISTINE M TARDIFF CHIEF OPERATING OFFICER/VP 37.50 0.00 X 214603 0 10582 DEBORAH R CROOKE CHIEF INFORMATION OFFICER 37.50 0.00 X 169367 0 16177 JENNIFER R RAYMOND CHIEF STRATEGY OFFICER 37.50 0.00 X 184824 0 3081 SHELLY DESIMONE CHIEF HR OFFICER 37.50 0.00 X 167879 0 14352 ANNA BELLOWS GENERAL COUNSEL 37.50 0.00 X 156739 0 13348 1399550 0 85766 26 0 1 0 MULTICULTURAL HOMECARE INC 330 LYNN WAY SUITE 303 LYNN MA 01902 SUB-CONTRACT SERVICES TO ELDERS 13341504 ASSOCIATED HOME CARE LLC 991 OSGOOD ST NORTH ANDOVER MA 01845 SUB-CONTRACT SERVICES TO ELDERS 10030846 TEMPUS UNLIMITED INC 600 TECHNOLOGY CENTER DR STOUGHTON MA 02072 SUB-CONTRACT SERVICES TO ELDERS 5507865 RIGHT AT HOME-HAVERHILL 6 LYNDE STREET SALEM MA 01970 SUB-CONTRACT SERVICES TO ELDERS 3844476 GREATER BOSTON PATIENT CARE LLC 120B VFW PKWY STE 302 BOSTON MA 02132 SUB-CONTRACT SERVICES TO ELDERS 2401711 51 153522 76923734 1603935 98639 78681191 SCO AND OTHER CONTRACTS 624100 52624170 52624170 PRIVATE PAY REVENUE 624100 1819443 1819443 CONFERENCE/TRAINING FEES 611430 45744 45744 54489357 531096 531096 3069267 2976537 92730 92730 92730 47136 153522 52071 -4935 -4935 6544 6544 6544 133795983 54489357 0 625435 X 414662 414662 544306 544306 556129 556129 30720744 26930132 3580644 209968 988888 787917 193614 7357 4498657 3964120 503330 31207 2332661 2024536 291940 16185 68108 46718 21390 88680 88680 35283 35283 76704626 76648354 54452 1820 127448 78077 20006 29365 506684 276491 222452 7741 1190570 382836 804734 3000 1682886 1513849 161997 7040 906963 900865 4608 1490 211197 162480 46020 2697 213879 213879 149454 115418 33516 520 PROGRAM ACTIVITIES & SU 5220391 5216757 3634 BAD DEBTS 772118 772118 CLIENT SERVICE PAYMENTS 49290 49290 SPECIAL EVENT EXPENSE 9881 9881 78564 1089 77475 128072069 120830015 6910149 331905 16591406 14524978 10096013 12588577 22826653 30804841 110 110 271196 199565 2553981 2374447 378448 179534 658472 736152 1502860 6435688 52325158 65469445 18591734 21135982 1238365 1215072 644257 479146 1547980 6427285 22022336 29257485 X 30105264 36051418 197558 160542 30302822 36211960 52325158 65469445 5723914 185224 0 X 0 1 X 1 1 1 X 270375 538077 65274944 67796614 78681191 212561201 270375 538077 65274944 67796614 78681191 212561201 212561201 41655 30925 45337 140828 531096 789841 241028 179773 115878 20673 6544 563896 213914938 337296198 0.99370 0.99140 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2019 AMOUNT: $ 241,028. 2020 AMOUNT: $ 179,773. 2021 AMOUNT: $ 115,878. 2022 AMOUNT: $ 20,673. 2023 AMOUNT: $ 6,544. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 0 1 3787 3787 0 PART II-B, LINE 1: THE ORGANIZATION PAYS MEMBERSHIP DUES OF $37,870 TO MASS HOME CARE CORPORATION, WHICH ENGAGES IN SOME LOBBYING ACTIVITIES AT THE STATE LEVEL TO ADVOCATE FOR FINANICIAL SUPPORT FOR ELDER SERVICES. AN ESTIMATED $3,787 OF THE DUES ARE ATTRIBUTABLE TO LOBBYING ACTIVITIES. 0 1 X 666159 88427 7303 747283 610744 58258 2843 666159 732638 -114316 7578 610744 613487 126328 7177 732638 595946 24068 6527 613487 1.00000 0.00000 0.00000 0 0 512103 332569 179534 2041878 2041878 0 179534 OTHER ASSETS 7900 SECURITY DEPOSITS 109750 OPERATING LEASE RIGHT-OF-USE ASSETS 6318038 6435688 OPERATING LEASE LIABILITIES 6427285 6427285 X 135581489 185224 1583494 52071 1820789 133760700 35283 35283 133795983 129672351 1583494 52071 1635565 128036786 35283 35283 128072069 PART IV, LINE 2B: THE ORGANIZATION MAINTAINS CERTAIN CASH ACCOUNTS ON BEHALF OF INDIVIDUALS IN THE REPRESENTATIVE PAYEE PROGRAM. PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT FUNDS ARE BOARD DESIGNATED TO BE USED FOR OPERATING EXPENSES. APPROPRIATIONS MUST BE APPROVED BY THE BOARD. PART X, LINE 2: THE ORGANIZATION ACCOUNTS FOR UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH FASB ASC TOPIC 740 INCOME TAXES. THIS TOPIC PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT PROCESS FOR FINANCIAL STATEMENT RECOGNITION OF UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE TOPIC ALSO PROVIDES GUIDANCE ON RECOGNITION, DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. AT JUNE 30, 2024 AND 2023, MANAGEMENT BELIEVES THAT THE ORGANIZATION HAS NO MATERIAL UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSE 52,071. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT FUNDRAISING EVENT EXPENSE 52,071. ANNUAL GOLF CLASSIC 102666 71730 30936 25018 448 7174 50TH EVENT 97992 81792 16200 5328 14103 200658 153522 47136 30346 14551 7174 52071 -4935 1 EMMAUS INC 101 WINTER STREET HAVERHILL MA 01830 222702774 501(C)(3) 10050 0 SHELTER SERVICES LAWRENCE COUNCIL ON AGING 155 HAVERHILL STREET LAWRENCE MA 01841 045001394 501(C)(3) 10477 0 EMPOWER SENIORS MA ALLIANCE 490 CENTRAL STREET LOWELL MA 01852 042596270 501(C)(3) 6225 0 IMMIGRANT & ELDER INTEGRATION MARBLEHEAD COA 10 HUMPHREY STREET MARBLEHEAD MA 01945 046001210 501(C)(3) 8750 0 SENIOR MEDICAL TRANSPORTATION MIDDLETON COUNCIL ON AGING 38 MAPLE STREET MIDDLETON MA 01949 046001223 501(C)(3) 15648 0 OUTREACH/CASE MANAGEMENT SERVICES NE HOMES FOR THE DEAF 145 RIVER STREET DANVERS MA 01923 042104760 501(C)(3) 7468 0 AMERICAN SIGN LANGUAGE ACCESSIBILITY NORTHEAST LEGAL AID INC 181 UNION STREET SUITE 201A LYNN MA 01903 237381007 501(C)(3) 296120 0 LEGAL AID PEABODY COA 70 CENTRAL STREET PEABODY MA 01960 046001407 501(C)(3) 11799 0 TRANSPORTATION RUTH'S HOUSE 111 LAFAYETTE SQUARE HAVERHILL MA 01832 043243770 501(C)(3) 23750 0 COAT PROGRAM /JOB TRAINING SALEM COA 401 BRIDGE STREET SALEM MA 01970 046001413 501(C)(3) 11588 0 TRANSPORTATION 10 RESPITE SERVICES 214 231212 CAMPERSHIPS 13 17937 AFTERSCHOOL CARE 15 12481 OTHER CARE PROGRAMS 279 282676 PART I, LINE 2: TITLE III GRANTEES HAVE AN ON-SITE MONITORING VISIT AT LEAST ONCE PER FEDERAL FISCAL YEAR AND NUTRITION GRANTEES ARE REQUIRED TO HAVE TWO MONITORING VISITS. COMPLETED MONITORING EVALUATIONS ARE SHARED WITH EOEA. TITLE III GRANTEES ARE ALSO REQUIRED TO SUBMIT MONTHLY STATISTICAL DATA AND BUDGET/COST CONTROL SUMMARIES THAT ARE REVIEWED REGULARLY FOR ACCURACY, DISCREPENCIES, TO TRACK SPENDING AND TO ENSURE THAT GRANTEES ARE MEETING TARGET GOALS BY TITLE III/AAA STAFF. X X 0 0 0 0 0 0 0 1 0 JOAN F HATEM-ROY CHIEF EXECUTIVE OFFICER 272973 0 3000 0 11879 0 0 0 13889 0 301741 0 0 0 TAMMY A O'DONNELL CHIEF FINANCIAL OFFICER 206707 0 2000 0 9579 0 0 0 14337 0 232623 0 0 0 CHRISTINE M TARDIFF CHIEF OPERATING OFFICER/VP 203428 0 2500 0 8675 0 0 0 10582 0 225185 0 0 0 JENNIFER R RAYMOND CHIEF STRATEGY OFFICER 174855 0 2500 0 7469 0 0 0 3081 0 187905 0 0 0 DEBORAH R CROOKE CHIEF INFORMATION OFFICER 159192 0 2080 0 8095 0 0 0 16177 0 185544 0 0 0 SHELLY DESIMONE CHIEF HR OFFICER 162527 0 2000 0 3352 0 0 0 14352 0 182231 0 0 0 ANNA BELLOWS GENERAL COUNSEL 146516 0 3000 0 7223 0 0 0 13348 0 170087 0 0 0 PART I, LINE 7 ALL EMPLOYEES RECEIVED A DISCRETIONARY BONUS DURING THE YEAR AS DETERMINED BY THE BOARD OF DIRECTORS AND IN CONNECTION WITH PAYMENTS AUTHORIZED UNDER THE TERMS OF CERTAIN GOVERNMENT FUNDING. X 1 6648 FMV X SUPPLIES 9 87438 FMV X OTHER 1 4553 FMV 0 0 1 0 PART I, COLUMN (B): THE NUMBER IN COLUMN B IS THE TOTAL NUMBER OF CONTRIBUTORS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE TOP FINANCIAL OFFICER. THE DOCUMENT IS SHARED WITH THE MEMBERS OF THE FINANCE COMMITTEE AND A COPY IS MADE AVAILABLE TO EVERY MEMBER OF THE BOARD. AFTER ANY COMMENTS ARE ADDRESSED, THE FINAL FORM 990 IS REDISTRIBUTED IF NECESSARY AND FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, BOARD MEMBERS AND STAFF ARE REQUIRED TO FILE WITH THE BOARD A STATEMENT DISCLOSING HIS OR HER PERSONAL, BUSINESS OR ORGANIZATIONAL INTERESTS AND AFFILIATIONS. WHEN ANY SUCH AFFILIATION BECOMES RELEVANT IN THE MAKING OF ANY BOARD DECISION, THE DIRECTOR HAVING THE CONFLICT SHALL CALL IT TO THE ATTENTION OF THE BOARD AND THAT DIRECTOR SHALL NOT VOTE ON THE MATTER AND SHALL NOT USE PERSONAL INFLUENCE. FORM 990, PART VI, SECTION B, LINE 15A SALARIED EMPLOYEES ARE PLACED ON A SALARY SCALE WHICH DETERMINES THEIR SALARY RANGE. THEY RECEIVE RAISES BASED UPON AN ANNUAL REVIEW. THE EXECUTIVE COMMITTEE DETERMINES THE SALARY FOR THE EXECUTIVE DIRECTOR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, FORM 990 AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. IN ADDITION, THE ORGANIZATION'S FORM 990 IS AVAILABLE VIA GUIDESTAR AND THE MASSACHUSETTS ATTORNEY GENERAL'S WEBSITE. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 45,768. MANAGEMENT AND GENERAL EXPENSES 54,452. FUNDRAISING EXPENSES 1,820. TOTAL EXPENSES 102,040. SUBCONTRACTED ELDER SERVICES: PROGRAM SERVICE EXPENSES 76,602,586. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 76,602,586. VILLA AT MEADOW VIEW INC SAUNDERS CIRCLE TEWKSBURY MA 01876 454549405 SECTION 202 AFFORDABLE HOUSING MA 501(C)(3) LINE 7 AGESPAN 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0