SOUTHWESTERN CT AGENCY ON AGING INC

EIN: 060916407 501(c)(3) Human Services

BRIDGEPORT, CT

Total Revenue
$17,140,201
Total Expenses
$16,789,461
Total Assets
$9,231,179
Net Assets
$4,879,944
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Financial Trends

Organization Details

Formation Year
1974
Legal Domicile
CT
Principal Officer
MARIE ALLEN
Phone
2033339288
Tax Period
2024-10-01 to 2025-09-30

SOUTHWESTERN CT AGENCY ON AGING INC, founded in 1974, is a mid-sized nonprofit in the Human Services sector that reported $17.1M in total revenue in fiscal year 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.

Program Service Accomplishments

Program 1
Expenses: $5,850,111 Revenue: $6,740,129

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...

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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.

Program 2
Expenses: $5,850,111 Revenue: $2,675,327

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...

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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.

Program 3
Expenses: $3,874,461 Revenue: $0

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...

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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.

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

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $7,450,426
Program Service Revenue $9,415,456
Investment Income $66,215
Other Revenue $208,104
TOTAL REVENUE $17,140,201

Expense Breakdown

Grants Paid $3,874,461
Salaries & Benefits $8,454,012
Fundraising Expenses $0
Program Expenses $15,574,683
Other Expenses $4,460,988
TOTAL EXPENSES $16,789,461

Year-over-Year Comparison

2024 2023 Change
Revenue $17,140,201 $16,324,350 +0.0%
Expenses $16,789,461 $15,959,048 +0.1%
Net Income $350,740 $365,302 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
17
Independent Members
17
Employees
130
Volunteers
122

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
7
$302,718
Total Directors
20
$0
Key Employees
0
$0
Highest Compensated
3
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
MARIE ALLEN PRESIDENT / CEO 40.00
Officer
$164,755 $45,309 $210,064
MARY DONNELLY DIRECTOR, CARE MANAGEMENT 40.00
Highest
$130,938 $23,593 $154,531
CYNTHIA MAJERSKY DIRECTOR, COMMUNITY OPTIONS 40.00
Highest
$113,075 $72,375 $185,450
STEPHANIE MINCEY SYSTEMS ADMINISTRATOR 40.00
Highest
$112,033 $37,727 $149,760
RACHAEL HARVEY FINANCE DIRECTOR 40.00
Officer
$92,654 $0 $92,654
A MARJOLIJN BAXENDALE CHAIRMAN THRU 09/30/25 2.00
Officer Director
$0 $0 $0
JEANETTE BOGDAN VICE CHAIRMAN 2.00
Officer Director
$0 $0 $0
KATE MAXHAM VICE CHAIRMAN 2.00
Officer Director
$0 $0 $0
ELLEN ABEND TREASURER 2.00
Officer Director
$0 $0 $0
SUE BRANNELLY MARTIN SECRETARY 2.00
Officer Director
$0 $0 $0
KATHLEEN BORDELON DIRECTOR THRU 09/30/25 1.00
Director
$0 $0 $0
JULIE DEMARCO DIRECTOR JOINED 10/01/24 1.00
Director
$0 $0 $0
LIZA ESTEVEZ DIRECTOR 1.00
Director
$0 $0 $0
TERRY GIEGENGACK DIRECTOR JOINED 10/01/24 1.00
Director
$0 $0 $0
CARL GLAD ESQ DIRECTOR 1.00
Director
$0 $0 $0
STEPHEN GRAMPS DIRECTOR THRU 09/30/25 1.00
Director
$0 $0 $0
PAMELA HOFFMAN DIRECTOR 1.00
Director
$0 $0 $0
ANN MARIE HYNES ESQ DIRECTOR 1.00
Director
$0 $0 $0
RANDIE KATZ DIRECTOR JOINED 10/01/24 1.00
Director
$0 $0 $0
KEVIN KELLY ESQ DIRECTOR 1.00
Director
$0 $0 $0
STEPHANIE PAULMENO DIRECTOR THRU 09/30/25 1.00
Director
$0 $0 $0
STEPHANIE ROSS DIRECTOR 1.00
Director
$0 $0 $0
ASHA SCHER DIRECTOR JOINED 10/01/24 1.00
Director
$0 $0 $0
DONNA SPELLMAN DIRECTOR JOINED 10/01/24 1.00
Director
$0 $0 $0
PENNY YOUNG DIRECTOR 1.00
Director
$0 $0 $0
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 $17,140,201 $16,789,461 $9,231,179 $350,740
2024 $16,324,350 $15,959,048 $7,177,217 $365,302
2023 $15,398,927 $15,307,010 $6,529,395 $91,917
2022 $14,605,418 $14,194,576 $5,636,957 $410,842
2021 $13,935,523 $12,767,993 $6,265,850 $1,167,530
2020 $13,856,044 $13,650,361 $5,944,423 $205,683
2019 $12,185,649 $12,073,265 $4,128,776 $112,384
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