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Is it real?
Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 1975.
IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File
Where the money goes
93 cents of each dollar spent went to programs.
Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.
Something off? Claim to add context
Who runs it and what they're paid
24 people listed on the 990; $745K paid to officers and key staff.
Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Chief Executive Officer
$191,854Pt VII · Sec A
Chief Development and Comm
$148,631Pt VII · Sec A
$145,739Pt VII · Sec A
Chief Operations Officer
$133,439Pt VII · Sec A
General Counsel/Chief Compliance Officer
$125,665Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
President
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Joan F Hatem-Roy’s $314K as Chief Executive Officer is at the 31st percentile of top reported officer pay among 249 $100M+ human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.
Compensation history total reportable pay by year · 8 named individuals · Part VII
| Name | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|---|
| Joan F Hatem-Roy | $313,848 | $287,852 | $276,705 | $227,974 | $230,492 | $191,854 |
| Tammy a O'Donnell | $223,503 | $218,286 | $225,146 | $178,993 | $172,971 | $145,739 |
| Christine Tardiff | $224,730 | — | — | — | — | — |
| Christine M Tardiff | — | $214,603 | $200,577 | $156,103 | $152,287 | $133,439 |
| Jennifer Raymond | $192,380 | — | — | — | — | — |
| Jennifer R Raymond | — | $184,824 | $174,448 | $134,411 | $130,598 | — |
| Shelley Desimone | $177,699 | — | — | — | — | — |
| Deborah R Crooke | — | $169,367 | $159,900 | $138,298 | $134,932 | — |
Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.
See Agespan INC executive salaries →Questions the 990 asks
The form asks each of these directly. These are the filed answers.
- Family or business ties among officersPt VI · Ln 2No
- Top official's pay set by an independent reviewPt VI · Ln 15aYes
Programs and updates
Creates programs and opportunities to serve the elderly.
Questions for Agespan INC
Your first name shows with your question. Agespan INC answers here, for everyone.
3 programs · $39.8M · in their own filed words · FY2019
01
Choices Purchased Services
Designed to provide community based services to low income, frail elders through third party contracts
$19.8Mprogram expense
02
Sco Purchased Services
Designed to provide community based services to low income, frail elders through third party contracts
$12.5Mprogram expense
03
Ecop Purchased Services Program
Designed to provide frail elders who meet state home care program guidelines and are at high risk of nursing home placement
$7.5Mprogram expense
Funders
Who pays for it.
From grant filings on record. Receipts are incomplete: individual donors are never listed.
Grants
Schedule I · received and paid
Grants received · FY2025
McCarthy Family FoundationFY2025$5K
Salem Five Charitable Foundation INCFY2025$2K
Total grants receivedfrom 2 funders$8K
Grants paid · 89 grants · $3.7M · 2019–2024
Unitemized GrantFY2024$388,418
Unitemized GrantFY2024$349,516
Northeast Legal Aid INCMA · FY2024$101,909
Greater Lynn Senior Services INCMA · FY2024$51,031
Unitemized GrantFY2024$46,755
Unitemized GrantFY2024$32,037
Ruths House INCMA · FY2024$20,000
Lawrence Council on AgingFY2024$15,840
Middleton Council on AgingFY2024$11,667
Emmaus INCMA · FY2024$10,050
Peabody CoaFY2024$9,167
Salem CoaFY2024$9,166
Marblehead CoaFY2024$8,333
Massachusetts Alliance of Portuguese Speakers INCMA · FY2024$5,417
New England Homes for the Deaf INCMA · FY2024$5,354
Northeast Legal Aid INCMA · FY2023$296,120
Unitemized GrantFY2023$282,676
Unitemized GrantFY2023$231,212
Federal money
Single Audit · Federal Audit Clearinghouse · money spent from federal programs
Year ending Jun 2025 · $5.5M federal money spent
Special Programs for the Aging, Title III, Part C, Nutrition ServicesDepartment of Health and Human Services · ALN 93.045 · Direct and through Commonwealth of Massachusetts Executive Office of Elder Affairs$2.5M
Special Programs for the Aging, Title III, Part B, Grants for Supportive Services and Senior CentersDepartment of Health and Human Services · ALN 93.044 · Through Commonwealth of Massachusetts Executive Office of Elder Affairs$1.2M
Special Programs for the Aging, Title IV, and Title II, Discretionary ProjectsDepartment of Health and Human Services · ALN 93.048 · Direct and through Commonwealth of Massachusetts Executive Office of Elder Affairs$820K
National Family Caregiver Support, Title III, Part EDepartment of Health and Human Services · ALN 93.052 · Through Commonwealth of Massachusetts Executive Office of Elder Affairs$500K
Centers for Medicare and Medicaid Services (cms) Research, Demonstrations and EvaluationsDepartment of Health and Human Services · ALN 93.779 · Through Commonwealth of Massachusetts Executive Office of Elder Affairs$161K
Plus 6 smaller programs.
The auditor reported no findings.
Year ending Jun 2024 · $6.6M federal money spent
Special Programs for the Aging, Title III, Part C, Nutrition ServicesDepartment of Health and Human Services · ALN 93.045 · Direct and through Commonwealth of Massachusetts Executive Office of Elder Affairs$2.6M
Special Programs for the Aging, Title III, Part B, Grants for Supportive Services and Senior CentersDepartment of Health and Human Services · ALN 93.044 · Through Commonwealth of Massachusetts Executive Office of Elder Affairs$1.6M
National Family Caregiver Support, Title III, Part EDepartment of Health and Human Services · ALN 93.052 · Through Commonwealth of Massachusetts Executive Office of Elder Affairs$543K
Nutrition Services Incentive ProgramDepartment of Health and Human Services · ALN 93.053 · Through Commonwealth of Massachusetts Executive Office of Elder Affairs$515K
Special Programs for the Aging, Title IV, and Title II, Discretionary ProjectsDepartment of Health and Human Services · ALN 93.048 · Direct$423K
Plus 8 smaller programs.
The auditor reported no findings.
Year ending Jun 2023 · $6.1M federal money spent
Special Programs for the Aging_title III, Part C_nutrition ServicesDepartment of Health and Human Services · ALN 93.045 · Direct and through Commonwealth of Massachusetts$1.5M
Special Programs for the Aging_title III, Part B_grants for Supportive Services and Senior CentersDepartment of Health and Human Services · ALN 93.044 · Through Commonwealth of Massachusetts$968K
Immunization Cooperative AgreementsDepartment of Health and Human Services · ALN 93.268 · Through Commonwealth of Massachusetts$869K
Empowering Older Adults and Adults with Disabilities Through Chronic Disease Self-Management Education Programs Ð Financed by Prevention and Public Health Funds (pphf)Department of Health and Human Services · ALN 93.734 · Direct$492K
Special Programs for the Aging_title Iv_and Title Ii_discretionary ProjectsDepartment of Health and Human Services · ALN 93.048 · Direct$488K
Plus 8 smaller programs.
The auditor reported no findings.
Year ending Jun 2022 · $12.2M federal money spent
Supportive Housing for the ElderlyDepartment of Housing and Urban Development · ALN 14.157 · Direct$5.7M
Special Programs for the Aging_title III, Part C_nutrition ServicesDepartment of Health and Human Services · ALN 93.045 · Through Commonwealth of Massachusetts Executive Office of Elder Affairs$1.9M
Special Programs for the Aging_title III, Part B_grants for Supportive Services and Senior CentersDepartment of Health and Human Services · ALN 93.044 · Through Commonwealth of Massachusetts Executive Office of Elder Affairs$1.1M
Empowering Older Adults and Adults with Disabilities Through Chronic Disease Self-Management Education Programs ? Financed by Prevention and Public Health Funds (pphf)Department of Health and Human Services · ALN 93.734 · Direct$547K
National Family Caregiver Support, Title III, Part EDepartment of Health and Human Services · ALN 93.052 · Through Commonwealth of Massachusetts Executive Office of Elder Affairs$434K
Plus 12 smaller programs.
The auditor reported no findings.
By the numbers
The FY2020 990, line by line.
Download 990
1The main four
Money inPt VIII
$97.9M
Ln 12
Fees for servicesLn 2g$97.4M
Gifts and grantsLn 1h$270K
Other incomeLn 4–11$241K
Money outPt IX
$97.5M
Ln 25
Programscol B$91.1M
Managementcol C$6.2M
Fundraisingcol D$188K
Owns and owesPt X
$17.1M
net assets · Ln 32
Cash and savingsLn 1–2$16.6M
Total assetsLn 16$36.5M
LiabilitiesLn 26$19.4M
PeoplePt VI, VII
24
listed · VII A
PaidVII A5
Voting boardVI 1a19
IndependentVI 1b19
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$270K
Fundraising eventsLn 1c$34K
Fees for servicesLn 2g$97.4M
Investment incomeLn 3$38K
Other incomeLn 4–11$241K
Gains on assetsLn 7−$4K
Total revenueLn 12$97.9M
Assets in detailPt X, end of year
CashLn 1$16.6M
Cash and savings togetherLn 1–2$16.6M
InvestmentsLn 11–13$613K
Land, buildings, equipmentLn 10c$784K
Other assetsLn 15$141K
Total assetsLn 16$36.5M
LiabilitiesLn 26$19.4M
Net assetsLn 32$17.1M
OperationsPt I, VI
EmployeesI 5639
VolunteersI 6481
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
| Line | Start FY20 | End FY20 |
|---|---|---|
| Cash and savingsLn 1–2 | $13.3M | $16.6M |
| InvestmentsLn 11–13 | $596K | $613K |
| Land, buildings, equipmentLn 10c | $941K | $784K |
| Total assetsLn 16 | $28.0M | $36.5M |
| LiabilitiesLn 26 | $12.2M | $19.4M |
| Net assetsLn 32 | $15.8M | $17.1M |
4Every line
Statement of functional expensesPt IX · every line
| Line | Total | Programs | Management | Fundraising |
|---|---|---|---|---|
| Grants to domestic organizationsLn 1 | $443K | $443K | ||
| Pay of current officers, directors and key staffLn 5 | $374K | $319K | $54K | $2K |
| Other salaries and wagesLn 7 | $22.8M | $19.4M | $3.3M | $109K |
| Pension plan contributionsLn 8 | $778K | $620K | $154K | $4K |
| Other employee benefitsLn 9 | $3.8M | $3.2M | $539K | $18K |
| Payroll taxesLn 10 | $1.7M | $1.4M | $232K | $8K |
| Legal feesLn 11b | $83K | $2K | $81K | |
| Accounting feesLn 11c | $66K | $66K | ||
| Other fees for servicesLn 11g | $25K | $25K | ||
| Advertising and promotionLn 12 | $22K | $5K | $3K | $14K |
| Office expensesLn 13 | $1.1M | $763K | $289K | $19K |
| Information technologyLn 14 | $1.1M | $157K | $926K | $7K |
| OccupancyLn 16 | $1.3M | $1.2M | $134K | $5K |
| TravelLn 17 | $363K | $354K | $8K | $959 |
| Conferences, conventions and meetingsLn 19 | $95K | $72K | $22K | $995 |
| Depreciation, depletion and amortizationLn 22 | $286K | $13K | $273K | |
| InsuranceLn 23 | $141K | $112K | $28K | $349 |
| Other expenses (24a–d)Ln 24 | $62.9M | $62.9M | ||
| All other expensesLn 24e | $168K | $62K | $105K | |
| Total functional expensesLn 25 | $97.5M | $91.1M | $6.2M | $188K |
Filing history
| Year | Money in | Money out | In minus out | Net assets | Download |
|---|---|---|---|---|---|
| FY2025 LatestFiled with the IRS May 5, 2026 | $142.6M | $138.4M | $4.2M | $40.5M | 990 PDF |
| FY2024Filed with the IRS Mar 20, 2025 | $133.8M | $128.1M | $5.7M | $36.2M | 990 PDF |
| FY2023Filed with the IRS May 1, 2024 | $114.3M | $112.6M | $1.7M | $30.3M | 990 PDF |
| FY2022Filed with the IRS Mar 15, 2023 | $107.9M | $101.0M | $6.9M | $28.5M | 990 PDF |
| FY2021Filed with the IRS Feb 9, 2022 | $97.5M | $93.0M | $4.5M | $21.7M | 990 PDF |
| FY2020 ViewingFiled with the IRS Apr 23, 2021 | $97.9M | $97.5M | $395K | $17.1M | 990 PDF |
Schedules filed Part IV
III · Programs
R · Related orgs
G · Fundraising
L · Interested persons
I · Grants
A · Public support
J · Pay
O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $97,910,163 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $317,491$270,375
I-9 Program service revenuePrior year $74,867,688$97,360,786
I-10 Investment incomePrior year $78,441$37,974
I-11 Other revenuePrior year $321,893$241,028
I-12 Total revenuePrior year $75,585,513$97,910,163
I-13 Grants and similar amounts paidPrior year $344,330$442,829
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $20,308,166$29,373,011
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $51,899,910$67,699,305
I-18 Total expensesPrior year $72,552,406$97,515,145
I-19 Revenue less expensesPrior year $3,033,107$395,018
Part VI · Governance 19 of 19 board members independent, no flags
VI-1a Voting members of the governing body19
VI-1b Independent voting members19
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $97,910,163 across 9 lines filed
VIII-1c Fundraising events$34,393
VIII-1f All other contributions, gifts and grants$235,982
VIII-1h Total contributions, gifts and grants$270,375
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $97,360,786$97,360,786
VIII-3 Investment incomeExcluded from tax $41,655$41,655
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$3,681−$3,681
VIII-8 Net income from fundraising events$0
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $241,028$241,028
VIII-12 Total revenueRelated to mission $97,601,814 · Unrelated business $0 · Excluded from tax $37,974$97,910,163
Part IX · Statement of functional expenses $97,515,145 across 19 lines filed
IX-1 Grants to domestic organizationsPrograms $442,829$442,829
IX-5 Pay of current officers, directors and key staffPrograms $318,667 · Management $53,656 · Fundraising $1,793$374,116
IX-7 Other salaries and wagesPrograms $19,389,875 · Management $3,264,783 · Fundraising $109,118$22,763,776
IX-8 Pension plan contributionsPrograms $619,578 · Management $154,428 · Fundraising $4,255$778,261
IX-9 Other employee benefitsPrograms $3,238,326 · Management $539,406 · Fundraising $17,830$3,795,562
IX-10 Payroll taxesPrograms $1,421,451 · Management $231,805 · Fundraising $8,040$1,661,296
IX-11b Legal feesPrograms $1,950 · Management $80,638$82,588
IX-11c Accounting feesManagement $66,155$66,155
IX-11g Other fees for servicesManagement $24,824$24,824
IX-12 Advertising and promotionPrograms $5,023 · Management $3,413 · Fundraising $13,633$22,069
IX-13 Office expensesPrograms $762,846 · Management $289,197 · Fundraising $19,171$1,071,214
IX-14 Information technologyPrograms $156,916 · Management $925,948 · Fundraising $7,223$1,090,087
IX-16 OccupancyPrograms $1,206,186 · Management $134,069 · Fundraising $4,990$1,345,245
IX-17 TravelPrograms $353,707 · Management $7,912 · Fundraising $959$362,578
IX-19 Conferences, conventions and meetingsPrograms $72,189 · Management $22,126 · Fundraising $995$95,310
IX-22 Depreciation, depletion and amortizationPrograms $12,892 · Management $272,810$285,702
IX-23 InsurancePrograms $112,466 · Management $28,260 · Fundraising $349$141,075
IX-24 Other expenses (24a–d)Programs $62,944,514$62,944,514
IX-24e All other expensesPrograms $62,464 · Management $105,480$167,944
IX-25 Total functional expensesPrograms $91,121,879 · Management $6,204,910 · Fundraising $188,356$97,515,145
Part X · Balance sheet $36,540,350 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $13,267,576$16,577,896
X-4 Accounts receivableStart of year $13,010,663$18,237,523
X-8 Inventories for sale or use$110
X-9 Prepaid expenses and deferred chargesStart of year $60,673$186,439
X-10c Land, buildings and equipment, netStart of year $941,109$784,205
X-11 Publicly traded securitiesStart of year $595,946$613,487
X-15 Other assetsStart of year $109,750$140,690
X-16 Total assetsStart of year $27,985,717$36,540,350
X-17 Accounts payable and accrued expensesStart of year $10,702,181$12,656,328
X-19 Deferred revenueStart of year $1,362,646$1,870,289
X-24 Unsecured notes and loans payable$4,178,800
X-26 Total liabilitiesStart of year $12,190,338$19,395,132
X-27 Net assets without donor restrictionsStart of year $15,795,379$17,145,218
X-32 Total net assets or fund balancesStart of year $15,795,379$17,145,218
X-33 Total liabilities and net assetsStart of year $27,985,717$36,540,350
Part XI · Reconciliation of net assets $17,145,218 net assets at year end
XI-1 Total revenue$97,910,163
XI-2 Total expenses$97,515,145
XI-3 Revenue less expenses$395,018
XI-4 Net assets at start of year$15,795,379
XI-5 Net unrealized gains (losses) on investments$8,793
XI-8 Prior period adjustments−$137,421
XI-9 Other changes in net assets$1,083,449
XI-10 Net assets at end of year$17,145,218
Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File
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