ELDERHOUSE INC

EIN: 060963343 501(c)(3) Human Services

NORWALK, CT

Total Revenue
$1,551,389
Total Expenses
$1,288,814
Total Assets
$2,637,237
Net Assets
$2,602,729
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Financial Trends

Organization Details

Formation Year
1978
Legal Domicile
CT
Principal Officer
JULIA SCHWARTZ-LEEPER
Phone
2038471998
Tax Period
2024-07-01 to 2025-06-30

ELDERHOUSE INC, founded in 1978, is a community nonprofit in the Human Services sector that reported $1.6M in total revenue in fiscal year 2024. Revenue grew 13% year-over-year, indicating healthy expansion. The organization ran a surplus of $263K, a strong 17% operating margin.

Mission

ELDERHOUSE PROMOTES THE HEALTH AND WELLBEING OF AGING ADULTS THROUGH A HOLISTIC MEDICAL MODEL ADULT DAY PROGRAM LED BY A PASSIONATE TEAM OF THERAPEUTIC RECREATION PROFESSIONALS, HEALTH AIDES, AND NURSES SPECIALLY TRAINED TO SUPPORT THE UNIQUE NEEDS OF EACH INDIVIDUAL. AT THE CENTER, WE FOSTER AN ENVIRONMENT OF INCLUSIVITY AND ENRICHMENT THROUGH ACTIVITIES CENTERED ON CELEBRATING PERSONAL SUCCESSES. WE ENSURE SAFETY THROUGH PERSONAL ATTENTION AND DEPENDABLE DOOR-TO-DOOR TRANSPORTATION. WE BUILD TRUST WITH FAMILIES, OFFERING CAREGIVERS RESPITE FROM CAREGIVING DUTIES AND PEACE OF MIND KNOWING THEIR LOVED ONES ARE IN OUR CARE.

Program Service Accomplishments

Program 1
Expenses: $817,406 Revenue: $559,924

ADULT DAY SERVICES: ELDERHOUSE ADULT DAY CENTER IS A STATE CERTIFIED MEDICAL AND SOCIAL MODEL ADULT DAY CENTER. OUR FOCUS IS TO PROVIDE CARE FOR OLDER ADULTS WITH COGNITIVE AND OR MEDICAL CONDITIONS...

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ADULT DAY SERVICES: ELDERHOUSE ADULT DAY CENTER IS A STATE CERTIFIED MEDICAL AND SOCIAL MODEL ADULT DAY CENTER. OUR FOCUS IS TO PROVIDE CARE FOR OLDER ADULTS WITH COGNITIVE AND OR MEDICAL CONDITIONS THAT REQUIRE SUPERVISION AND PERSONAL CARE. OLDER ADULTS ARE PROVIDED DOOR-TO-DOOR TRANSPORTATION TO AND FROM ELDERHOUSE WHERE THEY BENEFIT FROM: DAILY MEDICAL MONITORING BY A REGISTERED NURSE; PERSONAL CARE BY CERTIFIED HEALTH AIDES; THERAPEUTIC RECREATION, MUSICAL PROGRAMS, AND MEMORY ENHANCEMENT ACTIVITIES; AS WELL AS SOCIAL AND COMMUNITY ENGAGEMENT. IN TURN, FAMILY CAREGIVERS BENEFIT FROM HOURS OF RELIABLE RESPITE, CAREGIVER COUNSELING AND GROUP SUPPORT. THE COMBINATION OF A HIGHLY EFFECTIVE CARE ENVIRONMENT FOR OLDER ADULTS AND RESPITE FOR CAREGIVERS, LEADS TO A HIGHER QUALITY OF LIFE FOR BOTH. THE CARE AT ELDERHOUSE ACHIEVES 3 MAJOR OBJECTIVES:(1) SUPPORT OLDER ADULTS TO REMAIN IN THEIR OWN HOMES,(2) TO REDUCE THE RATE OF EMERGENCY ROOM VISITS AND HOSPITAL READMISSIONS, AND(3) TO IMPROVE THE QUALITY OF LIFE OUR ADULTS THROUGH SOCIAL CONNECTION.

Program 2
Expenses: $260,046 Revenue: $311,630

ADULT FAMILY LIVING SERVICES: ELDERHOUSE HAS PROVIDED SUPPORT TO CAREGIVERS FOR MORE THAN 40 YEARS. WE RECOGNIZE THAT LOVING CARE STARTS IN THE HOME AND IS ESSENTIAL TO THE WELL-BEING OF OLDER...

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ADULT FAMILY LIVING SERVICES: ELDERHOUSE HAS PROVIDED SUPPORT TO CAREGIVERS FOR MORE THAN 40 YEARS. WE RECOGNIZE THAT LOVING CARE STARTS IN THE HOME AND IS ESSENTIAL TO THE WELL-BEING OF OLDER SENIORS. TO SERVE THE GROWING NUMBER OF INDIVIDUALS TAKING ON THE ROLE OF CAREGIVING IN THEIR OWN HOME, ELDERHOUSE IS AN ACCREDITED PROVIDER OF ADULT FAMILY LIVING SERVICES. CAREGIVERS RECEIVE PROFESSIONAL SUPPORT ON MANAGING DAILY TASKS AND A MONTHLY TAX-FREE STIPEND. THIS MONTHLY PAYMENT COMPENSATES FAMILY MEMBERS FOR THE CARE AND ASSISTANCE THEY PROVIDE TO THEIR LOVED ONES. THIS PROGRAM IS FOR MEDICAID ELIGIBLE CLIENTS.CAREGIVER SUPPORT: SUPPORT GROUPS, INDIVIDUAL SUPPORTIVE COUNSELING AND INFORMATION AND REFERRAL TO ASSIST CAREGIVERS. AVAILABLE FREE TO ALL.

Program 3
Expenses: $12,884 Revenue: $0

ADULT DAY AT HOME: HOME DELIVERED MEALS AND SUPPORTFIRST BEGAN DURING THE PANDEMIC BUT REMAINS AVAILABLE TO THOSE UNABLE TO ATTEND IN PERSON DAYCARE. MEAL DELIVERY COMBINED WITH DAILY PHONE CONTACT...

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ADULT DAY AT HOME: HOME DELIVERED MEALS AND SUPPORTFIRST BEGAN DURING THE PANDEMIC BUT REMAINS AVAILABLE TO THOSE UNABLE TO ATTEND IN PERSON DAYCARE. MEAL DELIVERY COMBINED WITH DAILY PHONE CONTACT OFFERS ISOLATED QUALIFIED OLDER ADULTS, TWO NUTRITIONALLY BALANCED MEALS PLUS A WELLNESS CALL EACH DAY. THE MEALS MEET ALL USDA GUIDELINES, ACCOMMODATE DIETARY RESTRICTIONS AND ARE DELIVERED FREE OF COST. THIS PROGRAM CONTINUES TODAY ACHIEVING SUCCESS IN FOSTERING BETTER HEALTH OUTCOMES AND REDUCING STRESS FOR CAREGIVERS.

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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 $576,928
Program Service Revenue $871,554
Investment Income $78,631
Other Revenue $24,276
TOTAL REVENUE $1,551,389

Expense Breakdown

Grants Paid $245,642
Salaries & Benefits $751,702
Fundraising Expenses $46,161
Program Expenses $1,090,336
Other Expenses $291,470
TOTAL EXPENSES $1,288,814

Year-over-Year Comparison

2024 2023 Change
Revenue $1,551,389 $1,369,599 +0.1%
Expenses $1,288,814 $1,246,181 +0.0%
Net Income $262,575 $123,418 +1.1%
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
16
Volunteers
40

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
5
$142,506
Total Directors
15
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
CHARLES F CARROLL ESQ PRESIDENT 1.00
Officer Director
$0 $0 $0
PAUL GARAVEL VICE PRESIDENT 1.00
Officer Director
$0 $0 $0
COLIN J KELLY TREASURER 1.00
Officer Director
$0 $0 $0
ELLEN WILIS SECRETARY 1.00
Officer Director
$0 $0 $0
DIANE ALLISON ESQ DIRECTOR 1.00
Director
$0 $0 $0
EILEEN T CAHILL DIRECTOR 1.00
Director
$0 $0 $0
ANDREA COREAU DIRECTOR 1.00
Director
$0 $0 $0
SUSAN DOYLE DIRECTOR AS OF 5/25 1.00
Director
$0 $0 $0
MARC GRENIER ESQ DIRECTOR 1.00
Director
$0 $0 $0
JENNIFER KELLY DIRECTOR 1.00
Director
$0 $0 $0
COLETTE LESPERANCE DIRECTOR 1.00
Director
$0 $0 $0
LAURA ROBERTS DIRECTOR 1.00
Director
$0 $0 $0
PATRICIA A ROSEN DIRECTOR 1.00
Director
$0 $0 $0
RICHARD TAVELLA DIRECTOR 1.00
Director
$0 $0 $0
MINDY WOLKSTEIN DIRECTOR 1.00
Director
$0 $0 $0
JULIA SCHWARTZ-LEEPER EXECUTIVE DIRECTOR 37.50
Officer
$134,250 $8,256 $142,506
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 $1,551,389 $1,288,814 $2,637,237 $262,575
2024 $1,369,599 $1,246,181 $2,334,826 $123,418
2023 $1,018,066 $1,138,827 $2,160,519 $-120,761
2022 $1,350,508 $1,068,905 $2,240,450 $281,603
2021 $1,079,040 $952,732 $2,181,618 $126,308
2020 $945,543 $1,066,884 $1,982,281 $-121,341
2019 $1,041,092 $1,126,470 $1,929,133 $-85,378
2018 $1,020,108 $1,114,990 $2,016,566 $-94,882
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