2025-02-14T13:45:08-06:00 2024-09-30 010523282 Berry Dunn McNeil & Parker LLC 2211 Congress St Portland ME 04102 990 2023-10-01 010360259 Southern Maine Agency on Aging SOUT 2073966500 30 Barra Road Biddeford ME 04005 Megan Walton CEO 2073966500 2025-02-12 1 1 Joseph R Byrne P01289281 2077752387 2025-02-12 2023 2025-03-06 01:10:19Z Megan Walton 30 Barra Road Biddeford ME 04005 7880275 0 X www.smaaa.org X 1978 ME To assure senior adults receive the support necessary to maintain independent living. 14 14 71 367 0 0 6265604 7337716 437606 507846 4949 34713 -30982 -45496 6677177 7834779 1027174 1063773 0 0 2602031 3256029 0 0 277909 2966718 3364511 6595923 7684313 81254 150466 6475638 7203271 1623368 1974034 4852270 5229237 X The Southern Maine Agency on Aging is the focal point in Cumberland and York counties for resources, services and information to empower older adults, adults with disabilities, and their caregivers to live to their fullest potential. 1 0 2404567 93713 Nutrition program for the elderly provides meals to over 4,000 elderly persons at congregate sites and home delivered meals. 577385 1063773 399993 Community Services provides approximately 11,000 Information & Referral contacts to nearly 8,000 older and disabled adults. 3571188 14140 We extended our adult day program for older adults living with memory loss from one to two locations, Biddeford and Springvale. We continued to expand our service delivery offerings for many of our services, including Family Caregiver Support Groups and Training, Health and Wellness Classes, Health Insurance Counseling, Information and Assistance, Money Minders, and Nutrition Counseling.We reintroduced the Independent Housing with Services Program (IHSP). The IHSP provides comprehensive services that are delivered on site to help individuals live as independently as possible. Services include service coordination, care management, housekeeping, chore assistance services, and other services to help individuals maintain independence. 6553140 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 29 0 1 71 1 0 0 0 0 0 1 1 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 1 0 X DonnaLee Stockwell 2073966500 30 Barra Road Biddeford ME 04005 Julie Mascari President 2.00 X X 0 0 0 Stephen Braverman Vice President 1.00 X X 0 0 0 Anne Dalton Secretary 1.00 X X 0 0 0 Robert Hunter Treasurer 2.00 X X 0 0 0 Donna Brassard Director 1.00 X 0 0 0 Jim Clark Director 1.00 X 0 0 0 Linda Durst MD Director 1.00 X 0 0 0 Bill Hall Director 1.00 X 0 0 0 Ann Hastings Director 1.00 X 0 0 0 John Holland Director 1.00 X 0 0 0 Herb Janick Director 1.00 X 0 0 0 Susan Keiler Director 1.00 X 0 0 0 Nancy Koglemeier Director 1.00 X 0 0 0 Alfredo Vergara PhD Director 1.00 X 0 0 0 Erin Lally Past Director 1.00 X 0 0 0 Megan Walton CEO 40.00 X 190573 0 9445 Margaret Callan CFO 40.00 X 107805 0 12818 298378 0 22263 2 0 1 0 0 25115 6361369 951232 7337716 Program Service Fees 624100 482748 482748 Misc. Revenue 624100 25098 25098 507846 34713 34713 0 25115 45496 -45496 -45496 7834779 507846 0 -10783 X 9354 9354 1054419 1054419 320641 320641 2411475 2119615 165384 126476 22619 21345 1274 261471 218280 30166 13025 239823 187587 41043 11193 6871 5402 683 786 35003 27519 3479 4005 887145 697452 88178 101515 43849 43250 599 146771 113313 33458 134140 78715 37151 18274 150804 119421 31383 23147 19989 2641 517 46597 46597 138086 123671 14415 42952 6332 36620 Meals & Food Service 1560367 1557453 2774 140 Misc. Expenses 125647 80744 44798 105 Equipment and Maintenan 23132 22682 450 7684313 6553140 853264 277909 X 45536 566476 2356967 1992510 219791 748281 168937 175734 45272 53017 4587569 1734097 2876343 2853472 762792 562427 0 217509 0 33845 6475638 7203271 507386 661037 44510 52081 0 1043407 1071472 0 0 217509 1623368 1974034 X 4625849 4982758 226421 246479 4852270 5229237 6475638 7203271 150466 226501 0 X 0 1 X 1 1 1 X 5219207 5407867 4793022 6265604 7337716 29023416 5219207 5407867 4793022 6265604 7337716 29023416 29023416 35624 4922 5211 4949 34713 85419 29108835 1869772 0.99710 0.99680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1585285 226501 400000 1411786 1469627 115658 1585285 1118697 500000 -149070 1469627 593922 471960 61388 8573 1118697 560120 11387 29315 6900 593922 0.82541 0.07921 0.09538 0 0 70000 70000 3619957 980405 2639552 54123 858 53265 843489 752834 90655 2853472 Operating Lease Liability 217509 217509 8106776 226501 45496 271997 7834779 0 7834779 7729809 45496 45496 7684313 0 7684313 Part V, Line 4: The Agency has an endowment fund established for a number of purposes. Net assets associated with endowment funds, including funds designated by the Board of Directors to function as endowments, are classified and reported based on the existence or absence of donor-imposed restrictions. Part XI, Line 2d - Other Adjustments: Fundraising Expenses 45,496. Part XII, Line 2d - Other Adjustments: Fundraising Expenses 45,496. Charting the Future 25115 25115 288 21981 1050 2798 19379 25115 25115 288 21981 1050 2798 19379 45496 -45496 1 Presente Maine 622 Congress St Portland ME 04101 873756331 501(c)(3) 9354 0 Support Services 1 0 Alzheimer Respite 44 129769 Respite for ME 230 911332 When in Need 39 8949 Best Friends Pet Fund 13 4369 Part I, Line 2: The Organization contributed funds to 501(c)(3) agencies to provide nutrition and support services in York and Cumberland counties of Southern Maine. The funds are monitored and paid based on required periodic reporting from the agencies awarded the grants. The Alzheimer Respite program is funded by the state of Maine to help caregivers care for their loved ones at home. The Organization receives the state funding and reimburses individual's respite care costs up to a maximum amount per caregiver. Respite for ME is a Maine pilot grant program providing grant funding to caregivers up to a maximum amount per caregiver. The Organization administers the Respite for ME program in Southern Maine and ensures all financial reimbursements are confirmed and managed with accuracy before payment is made to the caregiver or in certain situations, payment is made to the service provider. In addition, the Organization contributes funds to individuals in need through our When in Need and Best Friends Pet Fund programs up to a limited number of requests. The contributions are primarily made to the service providers based on documentation for the approved product or service. X X X X 0 0 0 0 0 0 0 1 0 Megan Walton CEO 171657 0 18750 0 166 0 4074 0 5371 0 200018 0 0 0 Part I, Line 7 Megan Walton, CEO received bonus compensation based on their performance. A Maine Health and Higher Educational Facilities Authority - 2024A 010314384 56042SDB3 2024-09-10 9334924 To refinance existing debt 0 0 1 A 1176317 104500 28409 1043408 1 0 1 1 A 0 0 0 0 0 0 0 A 0 1 0 0 0 0 0 0 0 A 0 Form 990, Part III, line 2 We extended our adult day program for older adults living with memory loss from one to two locations, Biddeford and Springvale. Form 990, Part VI, Section B, line 11b The CFO is part of the 990-preparation process and reviews the final form before filing with the IRS. The form is also distributed electronically to board members for review before filing with the IRS. Form 990, Part VI, Section B, line 12c New board members are required to complete a questionnaire with regard to potential conflicts upon joining the board. Sitting board members complete the questionnaire annually. Any conflicts which arise are handled by the Chief Executive Officer with the Board. Form 990, Part VI, Section B, line 15 The process for determining compensation of the Chief Executive Officer includes a review and approval by the Board of Directors. Salary, including that of the Chief Executive Officer, is adjusted based on performance, resources available, and market conditions. A salary study has been performed within the past 5 years. Form 990, Part VI, Section C, line 19 The Organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request. Form 990, Part IX, line 11g Other Professional Fees: Program service expenses 697,452. Management and general expenses 88,178. Fundraising expenses 101,515. Total expenses 887,145. Form 990, Part X, Line 10: Land, Buildings, and Equipment Section 1.263(a)-3(n) Election: Southern Maine Agency on Aging 30 Barra Road Biddeford, ME 04005 EIN: 01-0360259 Southern Maine Agency on Aging is electing to capitalize repair and maintenance costs under Regulation Section 1.263(a)-3(n).