Nonprofit · EIN 01-0360259
SOUTHERN MAINE AGENCY ON AGING
Tax-exempt · BIDDEFORD, ME 04005
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $8,436,343 | $8,293,375 | $142,968 | $9,354,085 | $3,850,819 | $5,503,266 |
| September 30, 2024 | 990 | $7,834,779 | $7,684,313 | $150,466 | $7,203,271 | $1,974,034 | $5,229,237 |
| September 30, 2023 | 990 | $6,677,177 | $6,595,923 | $81,254 | $6,475,638 | $1,623,368 | $4,852,270 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $7,835,192
- of which government grants
- $6,459,177
- Program service revenue
- $570,615
- Investment income
- $40,983
- Net rental income
- -$941
- Net income from fundraising events
- -$9,506
- Other revenue
- -$10,447
Expenses
- Grants and similar amounts paid
- $718,022
- Compensation of officers, directors and key employees
- $441,052
- Other salaries and wages
- $2,897,942
- Salaries, compensation and benefits (total)
- $3,992,383
- Professional fundraising fees
- $0
- Legal fees
- $19,675
- Accounting fees
- $38,525
- Occupancy
- $275,767
- Travel
- $35,631
- Depreciation
- $214,026
- Program services (functional)
- $6,717,538
- Management and general (functional)
- $1,187,753
- Fundraising (functional)
- $388,084
Balance sheet and other
- Total assets, start of year
- $7,203,271
- Total assets, end of year
- $9,354,085
- Total liabilities, end of year
- $3,850,819
- Net assets, end of year
- $5,503,266
- Land, buildings and equipment
- $4,744,710
- Publicly traded securities
- $1,542,847
- Net assets without donor restrictions
- $5,170,040
- Net assets with donor restrictions
- $333,226
- Gross unrelated business income
- -$1,702
- Gross receipts
- $8,466,740
- Employees
- 83
- Volunteers
- 435
- Year formed
- 1978
- State of legal domicile
- ME
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Megan Walton | CEO Officer | 40 | $190,714 | $8,937 |
| Margaret Callan | Past CFO Officer | 40 | $108,232 | $14,815 |
| Renee Longarini | COO Officer | 40 | $109,031 | $9,323 |
| Anne Dalton | President Trustee or director, Officer | 2 | $0 | $0 |
| Stephen Braverman | Vice President Trustee or director, Officer | 1 | $0 | $0 |
| Craig Lennon | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Robert Hunter | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| Jim Clark | Director Trustee or director | 1 | $0 | $0 |
| Bill Hall | Director Trustee or director | 1 | $0 | $0 |
| Ann Hastings | Director Trustee or director | 1 | $0 | $0 |
| John Holland | Director Trustee or director | 1 | $0 | $0 |
| Herb Janick | Director Trustee or director | 1 | $0 | $0 |
| Ben Jenkinson | Director Trustee or director | 1 | $0 | $0 |
| Nancy Koglmeier | Director Trustee or director | 1 | $0 | $0 |
| Allison Kusel | Director Trustee or director | 1 | $0 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Rep Michele Meyer | Director Trustee or director | 1 | $0 |
| Mike Tarpinian | Director Trustee or director | 1 | $0 |
| Laurie Riedel | CFO Officer | 40 | $0 |
990 for the year ended September 30, 2024: 17 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Megan Walton | CEO Officer | 40 | $190,573 | $9,445 |
| Margaret Callan | CFO Officer | 40 | $107,805 | $12,818 |
| Julie Mascari | President Trustee or director, Officer | 2 | $0 | $0 |
| Stephen Braverman | Vice President Trustee or director, Officer | 1 | $0 | $0 |
| Anne Dalton | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Robert Hunter | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| Donna Brassard | Director Trustee or director | 1 | $0 | $0 |
| Jim Clark | Director Trustee or director | 1 | $0 | $0 |
| Linda Durst MD | Director Trustee or director | 1 | $0 | $0 |
| Bill Hall | Director Trustee or director | 1 | $0 | $0 |
| Ann Hastings | Director Trustee or director | 1 | $0 | $0 |
| John Holland | Director Trustee or director | 1 | $0 | $0 |
| Herb Janick | Director Trustee or director | 1 | $0 | $0 |
| Susan Keiler | Director Trustee or director | 1 | $0 | $0 |
| Nancy Koglemeier | Director Trustee or director | 1 | $0 | $0 |
| Alfredo Vergara PhD | Director Trustee or director | 1 | $0 | $0 |
| Erin Lally | Past Director Trustee or director | 1 | $0 | $0 |
990 for the year ended September 30, 2023: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Megan Walton | CEO Officer | 40 | $170,932 | $9,036 |
| Margaret Callan | CFO Officer | 40 | $107,604 | $11,102 |
| Julie Mascari | President Trustee or director, Officer | 2 | $0 | $0 |
| Stephen Braverman | Vice President Trustee or director, Officer | 1 | $0 | $0 |
| Anne Dalton | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Robert Hunter | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| Donna Brassard | Director Trustee or director | 1 | $0 | $0 |
| Jim Clark | Director Trustee or director | 1 | $0 | $0 |
| Linda Durst | Director Trustee or director | 1 | $0 | $0 |
| Ann Hastings | Director Trustee or director | 1 | $0 | $0 |
| John Holland | Director Trustee or director | 1 | $0 | $0 |
| Susan Keiler | Director Trustee or director | 1 | $0 | $0 |
| Nancy Koglemeier | Director Trustee or director | 1 | $0 | $0 |
| Erin Lally | Director Trustee or director | 1 | $0 | $0 |
| Carl Toney | Director Trustee or director | 1 | $0 | $0 |
| Alfredo Vergara | Director Trustee or director | 1 | $0 | $0 |
| Robert Dunfey | Past Vice President Trustee or director, Officer | 1 | $0 | $0 |
| Denise Doyon | Past Director Trustee or director | 1 | $0 | $0 |
| Mary Jane Krebs | Past Director Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 30 BARRA RD, BIDDEFORD, ME 04005-9459
- Principal officer (990 for 2024)
- Megan Walton, 30 Barra Road, Biddeford, ME 04005
- Signed the 990
- Laurie Riedel, CFO
- Phone
- (207) 396-6500
- Website
- www.smaaa.org
- Return prepared by
- Berry Dunn McNeil & Parker LLC
Mission
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.
Program accomplishments
- Nutrition program for the elderly provides meals to 4,000 older adults at congregate sites and home delivered meals.Expenses $2,639,708 · revenue $224,228
- Community Services provides approximately 9,500 Information & Referral contacts to over 6,200 older and disabled adults.Expenses $408,157 · grants $718,022 · revenue $34,671
- 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. Vaccine initiative is a collaboration of the five Maine Agencies on Aging to educate Mainers over 60 years old about the importance of staying up-to-date on immunizations, including COVID-19, Flu, RSV and Pneumonia vaccines. The Agencies on Aging offer clinics in communities across Maine to help Mainers get immunized. This initiative was completed in FY25.Community Connections is a pilot program and is a collaboration of the five Maine Agencies on Aging to support people residing in the community and help prevent or delay use of institutional services. We introduced the Respite Care Companion Program with grant funding from the National Community Care Corps. Volunteers are matched with older adults who have difficulty living independently and their family caregivers. During consistent, weekly visits from the volunteer, care recipients enjoy social connection while caregivers receive respite to improve their mental, emotional, physical, and financial health, and their ability continue supporting their loved ones at home.The Alzheimer's Disease Programs Initiative (ADPI) grant has supported the implementation of several new dementia-focused services at SMAA. The ADPI-funded Compass Program is a new care coordination service providing education, tools, and resource navigation for the caregivers of individuals living with dementia. The grant also funds expanded dementia-competency training for our staff, volunteers, and community partners; these trainings include a 3-part series for Direct Support Professionals serving individuals with intellectual and developmental disabilities, as well as Gatekeeper Training for our Meals on Wheels staff and volunteers. Additionally, the ADPI grant has supported the development of a new Adult Day Program at our Portland Campus, which provides structured support and socialization for individuals living with dementia, as well as respite for caregivers.Expenses $3,669,673 · revenue $311,716
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 01-0360259
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1979
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P81Z)
- Assets (IRS master file)
- $9,354,085
- Income (IRS master file)
- $8,466,740
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $8,436,343 | $8,293,375 | $9,354,085 | XML |
| 990-T | September 2025 | – | – | – | IRS |
| 990 | September 2024 | $7,834,779 | $7,684,313 | $7,203,271 | XML |
| 990 | September 2023 | $6,677,177 | $6,595,923 | $6,475,638 | XML |
| 990 | September 2022 | $5,037,771 | $4,868,124 | $6,670,044 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990-T | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 01-0360259).
Questions about SOUTHERN MAINE AGENCY ON AGING
- What is the EIN of SOUTHERN MAINE AGENCY ON AGING?
- The employer identification number (EIN) of SOUTHERN MAINE AGENCY ON AGING is 01-0360259.
- Is SOUTHERN MAINE AGENCY ON AGING tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1979.
- Are donations to SOUTHERN MAINE AGENCY ON AGING tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOUTHERN MAINE AGENCY ON AGING file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SOUTHERN MAINE AGENCY ON AGING due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUTHERN MAINE AGENCY ON AGING last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of SOUTHERN MAINE AGENCY ON AGING?
- The 990 for the year ended September 30, 2025 names Megan Walton.
- Who are the officers and directors of SOUTHERN MAINE AGENCY ON AGING?
- The 990 for the year ended September 30, 2025 lists 18 people; 3 received compensation from the organization, the highest $190,714 (Megan Walton, CEO).
- How much revenue does SOUTHERN MAINE AGENCY ON AGING have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $8,436,343, expenses of $8,293,375 and total assets of $9,354,085 at year end.
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- OLPS-US EIN 85-3224844 · last filed 990-EZ for 2024
- OPERATION CROSS CHECK EIN 33-1374066
- IN-A-PINCH NON-FOOD PANTRY EIN 83-2753605 · last filed 990-N for 2025
- MAINE ASSOCIATION OF AREA AGENCIES ON AGING EIN 42-1710821 · last filed 990-EZ for 2025
- HARVEST FOUNDATION EIN 82-3649980 · last filed 990-N for 2025