Home for the Aged

EIN: 010211512 501(c)(3) Human Services

Portland, ME

Total Revenue
$9,416,838
Total Expenses
$9,884,746
Total Assets
$32,351,853
Net Assets
$5,258,660
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Financial Trends

Organization Details

Formation Year
1881
Legal Domicile
ME
Principal Officer
Lorri Sommer
Phone
2077977710
Tax Period
2024-07-01 to 2025-06-30

Home for the Aged, founded in 1881, is a community nonprofit in the Human Services sector that reported $9.4M in total revenue in fiscal year 2024.

Mission

To provide housing and services that enhance a person's quality of life, respect personal dignity, and accommodate the need for privacy and self-determination. In doing so, we aim to respond to the individual's changing needs brought about through aging.

Program Service Accomplishments

Program 1
Expenses: $2,660,756 Revenue: $6,737,808

Home for the Aged provides high quality housing, meals, civic, cultural and recreational activities and emergency response service to the residents of its one hundred ten independent living...

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Home for the Aged provides high quality housing, meals, civic, cultural and recreational activities and emergency response service to the residents of its one hundred ten independent living apartments. Some of the apartments are offered at rates that are below-market rates, making them accessible to those whose resources are modest, yet not such that the individuals are eligible for federal assistance. These apartments are specially designed to optimally meet the needs of those who are aging in place.

Program 2
Expenses: $4,637,911 Revenue: $2,345,310

Home for the Aged provides high quality housing, meals, personal care services, assistance with medications and civic, cultural and recreational activities to the residents of its thirty-six...

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Home for the Aged provides high quality housing, meals, personal care services, assistance with medications and civic, cultural and recreational activities to the residents of its thirty-six state-licensed assisted living studios. Some of the apartments are offered to low and very low income residents, subsidized by the State of Maine's MaineCare program. Home for the Aged operates the MaineCare supported studios at below-cost, and operating subsidies (to offset losses) are provided by the Home's endowment. Estimated operating subsidies in the current year were$879,742.

Program 3
Expenses: $554,977

Home for the Aged provides high quality, dignified, safe and affordable housing (70 independent living apartments) to those whose means are defined as "very low income or "extremely low income" in...

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Home for the Aged provides high quality, dignified, safe and affordable housing (70 independent living apartments) to those whose means are defined as "very low income or "extremely low income" in accordance with federal eligibility guidelines for the HUD Section 8 program. In providing Section 8 housing, Home for the Aged, in partnership with the U.S. Department of HUD, provides housing to those who would otherwise be at financial risk due to the high cost of housing and utilities. These apartments are specially designed to optimally meet the needs of those who are aging in place. As these residents age, by virtue of their residency, they are given priority for transfers to the assisted living program at such time as a higher level of care is needed.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $8,995
Program Service Revenue $9,083,118
Investment Income $324,725
Other Revenue $0
TOTAL REVENUE $9,416,838

Expense Breakdown

Grants Paid $0
Salaries & Benefits $4,229,681
Fundraising Expenses $0
Program Expenses $7,853,644
Other Expenses $5,655,065
TOTAL EXPENSES $9,884,746

Year-over-Year Comparison

2024 2023 Change
Revenue $9,416,838 $8,847,471 +0.1%
Expenses $9,884,746 $9,315,230 +0.1%
Net Income $-467,908 $-467,759 +0.0%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
15
Independent Members
15
Employees
136
Volunteers
267

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
8
$326,933
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
Victoria Powers President 0.50
Officer Director
$0 $0 $0
Melissa Murphy Vice President 0.50
Officer Director
$0 $0 $0
Janice McCormick Treasurer 0.50
Officer Director
$0 $0 $0
Jeannine Lefevre Secretary 0.50
Officer Director
$0 $0 $0
Kathleen Coyne Trustee 0.50
Director
$0 $0 $0
Robert Davis Trustee 0.50
Director
$0 $0 $0
Joseph Gray Trustee 0.50
Director
$0 $0 $0
Jennifer Gordon Hutchins Trustee 0.50
Director
$0 $0 $0
Ruchir Jaipuriyar Trustee 0.50
Director
$0 $0 $0
Ann Magner Trustee 0.50
Director
$0 $0 $0
Michael McGovern Trustee 0.50
Director
$0 $0 $0
Thomas Michael Meuser Trustee 0.50
Director
$0 $0 $0
Kimberly Snow Trustee 0.50
Director
$0 $0 $0
Jason Straetz Director/Past President 0.50
Officer Director
$0 $0 $0
Todd Zukowsi Trustee 0.50
Director
$0 $0 $0
Lorri Sommer CEO 40.00
Officer
$171,739 $25,846 $197,585
Diane Bernier Director of Finance 40.00
Officer
$0 $0 $0
Bruce Rutter Past Director of Finance 40.00
Officer
$111,210 $18,138 $129,348
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $9,416,838 $9,884,746 $32,351,853 $-467,908
2024 $8,847,471 $9,315,230 $32,783,055 $-467,759
2023 $8,364,698 $9,082,391 $33,166,139 $-717,693
2022 $7,432,134 $8,586,934 $34,196,065 $-1,154,800
2021 $7,577,034 $8,389,539 $36,502,674 $-812,505
2020 $7,023,381 $8,330,875 $38,157,597 $-1,307,494
2019 $7,370,848 $8,151,778 $39,169,022 $-780,930
2018 $7,827,580 $8,113,305 $40,599,804 $-285,725
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