Southwestern Connecticut Agency On Aging Inc is located in Bridgeport, CT. The organization was established in 1974. According to its NTEE Classification (P81) the organization is classified as: Senior Centers, under the broad grouping of Human Services and related organizations. As of 09/2022, Southwestern Connecticut Agency On Aging Inc employed 124 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Southwestern Connecticut Agency On Aging Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 09/2022, Southwestern Connecticut Agency On Aging Inc generated $14.6m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 2.9% each year. All expenses for the organization totaled $14.2m during the year ending 09/2022. While expenses have increased by 2.6% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Southwestern Connecticut Agency On Aging Inc has awarded 220 individual grants totaling $29,632,995. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990T
Mission & Program ActivityExcerpts From the 990T Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
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. SWCAA ENVISIONS A COMMUNITY WHERE ALL ADULTS HAVE ACCESS TO THE LONG TERM CARE SUPPORTS AND SERVICES THAT HELP THEM THRIVE AND LIVE WITH DIGNITY IN THE SETTING OF THEIR CHOICE.
Describe the Organization's Program Activity:
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.
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.
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 SOCIALS 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.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
Marie Allen President / CEO | Officer | 40 | $156,282 |
Mary Donnelly Director, Care Management | 40 | $110,449 | |
Rachael Harvey Finance Director | Officer | 40 | $108,659 |
John Ostaszewski Chairman | OfficerTrustee | 2 | $0 |
A Marjolijn Baxendale Vice Chairman | OfficerTrustee | 2 | $0 |
Sue Brannelly Martin Treasurer | OfficerTrustee | 2 | $0 |
Vendor Name (Service) | Service Year | Compensation |
---|---|---|
Sunset Shores Of Milford Inc Pca Services & Administrative Fees | 9/29/22 | $944,048 |
In Tandem Llc Salesforce/cms Programming | 9/29/22 | $126,368 |
Cmit Solutions Server/system Maintenance | 9/29/22 | $141,428 |
Lifebridge Community Services Housing Corrdination Services | 9/29/22 | $214,800 |
Statement of Revenue | |
---|---|
Federated campaigns | $0 |
Membership dues | $0 |
Fundraising events | $0 |
Related organizations | $0 |
Government grants | $7,302,294 |
All other contributions, gifts, grants, and similar amounts not included above | $36,295 |
Noncash contributions included in lines 1a–1f | $0 |
Total Revenue from Contributions, Gifts, Grants & Similar | $7,338,589 |
Total Program Service Revenue | $7,116,760 |
Investment income | $50,175 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $0 |
Net Rental Income | $0 |
Net Gain/Loss on Asset Sales | -$22,627 |
Net Income from Fundraising Events | $0 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $0 |
Miscellaneous Revenue | $0 |
Total Revenue | $14,605,418 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $4,541,199 |
Grants and other assistance to domestic individuals. | $107,999 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $0 |
Compensation of current officers, directors, key employees. | $305,872 |
Compensation of current officers, directors, key employees. | $245,952 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $5,091,257 |
Pension plan accruals and contributions | $175,364 |
Other employee benefits | $838,922 |
Payroll taxes | $455,342 |
Fees for services: Management | $0 |
Fees for services: Legal | $2,384 |
Fees for services: Accounting | $28,500 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $23,104 |
Fees for services: Other | $112,015 |
Advertising and promotion | $0 |
Office expenses | $171,377 |
Information technology | $415,145 |
Royalties | $0 |
Occupancy | $359,032 |
Travel | $45,707 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $4,667 |
Interest | $0 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $23,059 |
Insurance | $33,144 |
All other expenses | $3,995 |
Total functional expenses | $14,194,576 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $0 |
Savings and temporary cash investments | $1,169,731 |
Pledges and grants receivable | $818,989 |
Accounts receivable, net | $1,230,398 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $0 |
Inventories for sale or use | $0 |
Prepaid expenses and deferred charges | $159,146 |
Net Land, buildings, and equipment | $79,318 |
Investments—publicly traded securities | $1,977,332 |
Investments—other securities | $0 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $202,043 |
Total assets | $5,636,957 |
Accounts payable and accrued expenses | $819,396 |
Grants payable | $0 |
Deferred revenue | $916,367 |
Tax-exempt bond liabilities | $0 |
Escrow or custodial account liability | $0 |
Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
Secured mortgages and notes payable | $0 |
Unsecured mortgages and notes payable | $0 |
Other liabilities | $116,028 |
Total liabilities | $1,851,791 |
Net assets without donor restrictions | $3,785,166 |
Net assets with donor restrictions | $0 |
Capital stock or trust principal, or current funds | $0 |
Paid-in or capital surplus, or land, building, or equipment fund | $0 |
Retained earnings, endowment, accumulated income, or other funds | $0 |
Total liabilities and net assets/fund balances | $5,636,957 |
Over the last fiscal year, Southwestern Connecticut Agency On Aging Inc has awarded $4,312,277 in support to 27 organizations.
Grant Recipient | Amount |
---|---|
New Britain, CT PURPOSE: ELDERLY NUTRITION / HOME CARE SERVICES | $1,768,727 |
Bridgeport, CT PURPOSE: ELDERLY NUTRITION / HOME CARE SERVICES | $1,169,635 |
Norwalk, CT PURPOSE: ELDERLY NUTRITION / HOME CARE SERVICES | $157,272 |
Stamford, CT PURPOSE: ELDERLY NUTRITION / HOME CARE SERVICES | $100,000 |
Bridgeport, CT PURPOSE: ELDERLY NUTRITION / HOME CARE SERVICES | $100,000 |
OVER 60 CLUB PURPOSE: ELDERLY NUTRITION / HOME CARE SERVICES | $95,731 |
Over the last fiscal year, we have identified 3 grants that Southwestern Connecticut Agency On Aging Inc has recieved totaling $108,246.
Awarding Organization | Amount |
---|---|
Fairfield Countys Community Foundation Inc Norwalk, CT PURPOSE: FOR GENERAL SUPPORT. | $99,675 |
Bridgeport Ladies Charitable Society Inc 105306388100 Southport, CT PURPOSE: TO PROVIDE AID AND FINANCIAL ASSISTANCE TO COMMUNITY MEMBERS | $8,403 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $168 |
Organization Name | Assets | Revenue |
---|---|---|
Southwest Boston Senior Services Inc Jamaica Plain, MA | $18,738,837 | $50,976,438 |
Boston Senior Home Care Inc Boston, MA | $18,709,649 | $46,611,722 |
Riseboro Community Partnership Inc Brooklyn, NY | $38,504,143 | $46,795,171 |
Elder Services Of Cape Cod And The Islands Inc South Dennis, MA | $14,977,853 | $43,360,495 |
Serenity Care Inc Andover, MA | $11,753,267 | $39,517,689 |
Foundation For The Elderly Inwood, NY | $9,324,447 | $36,299,710 |
Bristol Elder Services Inc Fall River, MA | $23,803,109 | $36,848,253 |
Greater Springfield Senior Services Inc Springfield, MA | $23,398,762 | $36,731,351 |
Somerville-Cambridge Elder Services Incorporated Somerville, MA | $26,836,621 | $36,599,591 |
Coastline Elderly Services Inc New Bedford, MA | $19,634,837 | $33,973,861 |
Senior Care Connection Inc Schenectady, NY | $18,929,547 | $34,092,984 |
Westmass Eldercare Inc Holyoke, MA | $15,012,950 | $28,448,305 |