Nonprofit · EIN 06-0916407
SOUTHWESTERN CONNECTICUT AGENCY ON AGING INC
Tax-exempt · BRIDGEPORT, CT 06604
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $17,140,201 | $16,789,461 | $350,740 | $9,231,179 | $4,351,235 | $4,879,944 |
| September 30, 2024 | 990 | $16,324,350 | $15,959,048 | $365,302 | $7,177,217 | $2,702,163 | $4,475,054 |
| September 30, 2023 | 990 | $15,398,927 | $15,307,010 | $91,917 | $6,529,395 | $2,604,133 | $3,925,262 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $7,450,426
- of which government grants
- $7,393,705
- Program service revenue
- $9,415,456
- Investment income
- $66,215
- Net gain from sales of assets
- $6,264
- Other revenue
- $208,104
Expenses
- Grants and similar amounts paid
- $3,874,461
- Compensation of officers, directors and key employees
- $309,524
- Other salaries and wages
- $6,471,547
- Salaries, compensation and benefits (total)
- $8,454,012
- Professional fundraising fees
- $0
- Legal fees
- $494
- Accounting fees
- $31,737
- Occupancy
- $346,842
- Travel
- $72,649
- Depreciation
- $20,333
- Program services (functional)
- $15,574,683
- Management and general (functional)
- $1,214,778
Balance sheet and other
- Total assets, start of year
- $7,177,217
- Total assets, end of year
- $9,231,179
- Total liabilities, end of year
- $4,351,235
- Net assets, end of year
- $4,879,944
- Land, buildings and equipment
- $9,293
- Publicly traded securities
- $2,052,738
- Net assets without donor restrictions
- $4,879,944
- Gross unrelated business income
- $205,244
- Gross receipts
- $17,206,849
- Employees
- 130
- Volunteers
- 122
- Year formed
- 1974
- State of legal domicile
- CT
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 |
|---|---|---|---|---|
| MARIE ALLEN | PRESIDENT / CEO Officer | 40 | $164,755 | $45,309 |
| CYNTHIA MAJERSKY | DIRECTOR, COMMUNITY OPTIONS Highest-paid employee | 40 | $113,075 | $72,375 |
| MARY DONNELLY | DIRECTOR, CARE MANAGEMENT Highest-paid employee | 40 | $130,938 | $23,593 |
| STEPHANIE MINCEY | SYSTEMS ADMINISTRATOR Highest-paid employee | 40 | $112,033 | $37,727 |
| RACHAEL HARVEY | FINANCE DIRECTOR Officer | 40 | $92,654 | $0 |
| A MARJOLIJN BAXENDALE | CHAIRMAN THRU 09/30/25 Trustee or director, Officer | 2 | $0 | $0 |
| JEANETTE BOGDAN | VICE CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| KATE MAXHAM | VICE CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| ELLEN ABEND | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| SUE BRANNELLY MARTIN | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| KATHLEEN BORDELON | DIRECTOR THRU 09/30/25 Trustee or director | 1 | $0 | $0 |
| JULIE DEMARCO | DIRECTOR JOINED 10/01/24 Trustee or director | 1 | $0 | $0 |
| LIZA ESTEVEZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TERRY GIEGENGACK | DIRECTOR JOINED 10/01/24 Trustee or director | 1 | $0 | $0 |
| CARL GLAD ESQ | DIRECTOR Trustee or director | 1 | $0 | $0 |
10 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN GRAMPS | DIRECTOR THRU 09/30/25 Trustee or director | 1 | $0 |
| PAMELA HOFFMAN | DIRECTOR Trustee or director | 1 | $0 |
| ANN MARIE HYNES ESQ | DIRECTOR Trustee or director | 1 | $0 |
| RANDIE KATZ | DIRECTOR JOINED 10/01/24 Trustee or director | 1 | $0 |
| KEVIN KELLY ESQ | DIRECTOR Trustee or director | 1 | $0 |
| STEPHANIE PAULMENO | DIRECTOR THRU 09/30/25 Trustee or director | 1 | $0 |
| STEPHANIE ROSS | DIRECTOR Trustee or director | 1 | $0 |
| ASHA SCHER | DIRECTOR JOINED 10/01/24 Trustee or director | 1 | $0 |
| DONNA SPELLMAN | DIRECTOR JOINED 10/01/24 Trustee or director | 1 | $0 |
| PENNY YOUNG | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended September 30, 2024: 22 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARIE ALLEN | PRESIDENT / CEO Officer | 40 | $162,547 | $18,113 |
| CYNTHIA MAJERSKY | DIRECTOR, COMMUNITY OPTIONS Highest-paid employee | 40 | $112,011 | $34,595 |
| RACHAEL HARVEY | FINANCE DIRECTOR Officer | 40 | $120,107 | $15,891 |
| MARY DONNELLY | DIRECTOR, CARE MANAGEMENT Highest-paid employee | 40 | $119,646 | $15,940 |
| STEPHANIE MINCEY | SYSTEMS ADMINISTRATOR Highest-paid employee | 40 | $109,376 | $15,454 |
| MARJOLIJN BAXENDALE | CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| JEANETTE BOGDAN | VICE CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| ELLEN ABEND | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| SUE BRANNELLY MARTIN | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| KATHLEEN BORDELON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LIZA ESTEVEZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CARL GLAD ESQ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEPHEN GRAMPS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BARBARA GREEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANN MARIE HYNES ESQ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAMELA HOFFMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SHIPRA KAMBOJ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KEVIN KELLY ESQ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KATE MAXHAM | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEPHANIE PAULMENO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEPHANIE ROSS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PENNY YOUNG | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended September 30, 2023: 23 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MARIE ALLEN | PRESIDENT / CEO Officer | 40 | $163,575 | $17,791 |
| CYNTHIA MAJERSKY | DIRECTOR, COMMUNITY OPTIONS Highest-paid employee | 40 | $107,128 | $35,725 |
| MARY DONNELLY | DIRECTOR, CARE MANAGEMENT Highest-paid employee | 49 | $119,182 | $15,720 |
| RACHAEL HARVEY | FINANCE DIRECTOR Officer | 40 | $114,242 | $15,472 |
| STEPHANIE MINCEY | SYSTEMS ADMINISTRATOR Highest-paid employee | 40 | $108,847 | $13,943 |
| A MARJOLIJN BAXENDALE | CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| JEANETTE BOGDAN | VICE CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 |
| ELLEN ABEND | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| SUE BRANNELLY MARTIN | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| LIZA ESTEVEZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JENNIFER GILLIS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CARL GLAD ESQ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEPHEN GRAMPS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BARBARA GREEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANN MARIE HYNES ESQ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAM HOFFMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SHIPRA KAMBOJ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KEVIN KELLY ESQ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KATE MAXHAM | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CASSANDRA MITCHELL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEPHANIE PAULMENO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEPHANIE ROSS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PENNY YOUNG | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1000 LAFAYETTE BLVD FL 9, BRIDGEPORT, CT 06604-4715
- Principal officer (990 for 2024)
- MARIE ALLEN, 1000 LAFAYETTE BOULEVARD, BRIDGEPORT, CT 06604
- Signed the 990
- MARIE ALLEN, PRESIDENT / CEO
- Phone
- (203) 333-9288
- Website
- WWW.SWCAA.ORG
- Return prepared by
- PKF O'CONNOR DAVIES ADVISORY LLC
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 accomplishments
- 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.Expenses $5,850,111 · revenue $6,740,129
- 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.Expenses $5,850,111 · revenue $2,675,327
- 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.Expenses $3,874,461 · grants $3,874,461
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
- 06-0916407
- 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
- 1974
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P810)
- Assets (IRS master file)
- $9,231,179
- Income (IRS master file)
- $17,206,849
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $17,140,201 | $16,789,461 | $9,231,179 | XML |
| 990-T | September 2025 | – | – | – | IRS |
| 990 | September 2024 | $16,324,350 | $15,959,048 | $7,177,217 | XML |
| 990-T | September 2024 | – | – | – | IRS |
| 990 | September 2023 | $15,398,927 | $15,307,010 | $6,529,395 | XML |
| 990-T | September 2023 | – | – | – | IRS |
| 990 | September 2022 | $14,605,418 | $14,194,576 | $5,636,957 | IRS |
| 990-T | September 2022 | – | – | – | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | 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 06-0916407).
Questions about SOUTHWESTERN CONNECTICUT AGENCY ON AGING INC
- What is the EIN of SOUTHWESTERN CONNECTICUT AGENCY ON AGING INC?
- The employer identification number (EIN) of SOUTHWESTERN CONNECTICUT AGENCY ON AGING INC is 06-0916407.
- Is SOUTHWESTERN CONNECTICUT AGENCY ON AGING INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1974.
- Are donations to SOUTHWESTERN CONNECTICUT AGENCY ON AGING INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOUTHWESTERN CONNECTICUT AGENCY ON AGING INC 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 SOUTHWESTERN CONNECTICUT AGENCY ON AGING INC 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 SOUTHWESTERN CONNECTICUT AGENCY ON AGING INC 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 SOUTHWESTERN CONNECTICUT AGENCY ON AGING INC?
- The 990 for the year ended September 30, 2025 names MARIE ALLEN.
- Who are the officers and directors of SOUTHWESTERN CONNECTICUT AGENCY ON AGING INC?
- The 990 for the year ended September 30, 2025 lists 25 people; 5 received compensation from the organization, the highest $164,755 (MARIE ALLEN, PRESIDENT / CEO).
- How much revenue does SOUTHWESTERN CONNECTICUT AGENCY ON AGING INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $17,140,201, expenses of $16,789,461 and total assets of $9,231,179 at year end.
Other nonprofits in BRIDGEPORT
- THE CHILD AND FAMILY GUIDANCE CENTER INC EIN 06-0669106 · last filed 990 for 2025
- LIFEBRIDGE COMMUNITY SERVICES INC EIN 06-0646974 · last filed 990 for 2025
- HALL NEIGHBORHOOD HOUSE INC EIN 06-0676851 · last filed 990 for 2025
- BRIDGEPORT RESCUE MISSION INC EIN 06-1362705 · last filed 990 for 2025
- THE CENTER FOR FAMILY JUSTICE INC EIN 06-0646991 · last filed 990 for 2025
- GBAPP INC EIN 06-1132473 · last filed 990 for 2025
- URBAN CONCEPTS INC EIN 80-0370324 · last filed 990 for 2025
- BRIDGE HOUSE INC EIN 13-0522302 · last filed 990 for 2025