Agespan INC FY2023 filing

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To ensure everyone's choice to lead fulfilling lives as they age.

501(c)(3) charity; gifts are tax-deductible.
94¢ of each $1 spent went to programs.
$1.3M paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2023 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $3.9M a year · 3% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
94%
of spending
Looks good: 94% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.3M
to officers and key staff · 1% of spending
Looks good: pay to officers and key staff is 1% of spending; 15% or less.
Pt VII · Sec A
3 mo
of spending, in cash
Fine: 2.8 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $8K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$22.0M
42% of total assets
Looks good: liabilities are 42% of assets; 50% or less.
Pt X · Ln 26
Independent board members
15
of 15 voting members
Looks good: 15 of 15 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$114.3M
+6% vs prior year
Spent
$112.6M
To programs
94%
Net assets
$30.3M
By yearFY2020–FY2025
Revenue
$114.3M
FY2023▲ +6%
Tap a bar for its year
Revenue by fiscal year
FY2020$97.9M
FY2021$97.5M
FY2022$107.9M
FY2023$114.3M
FY2024$133.8M
FY2025$142.6M
Expenses
$112.6M
FY2023▲ +11%
Tap a bar for its year
Expenses by fiscal year
FY2020$97.5M
FY2021$93.0M
FY2022$101.0M
FY2023$112.6M
FY2024$128.1M
FY2025$138.4M
Net assets
$30.3M
FY2023▲ +6%
Tap a bar for its year
Net assets by fiscal year
FY2020$17.1M
FY2021$21.7M
FY2022$28.5M
FY2023$30.3M
FY2024$36.2M
FY2025$40.5M

From the FY2023 Form 990 (year ending June 2023) · figures checked against the IRS filing · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

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

94 cents of each dollar spent went to programs.

Program services 94% · $105.6M Management & general 6% · $6.8M Fundraising 0% · $214K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

25 people listed on the 990; $1.3M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2022); the FY2023 filing did not itemize Part VII
Chief Executive Officer
$276,705Pt VII · Sec A
Chief Financial Officer
$225,146Pt VII · Sec A
Chief Operating Officer/VP Clinical Services
$200,577Pt VII · Sec A
Chief Strategy Officer
$174,448Pt VII · Sec A
Chief Information Officer
$159,900Pt VII · Sec A
Chief HR Officer
$152,962Pt VII · Sec A
General Counsel
$147,398Pt VII · Sec A
$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

NameFY2025FY2024FY2023FY2022FY2021FY2020
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

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Your first name shows with your question. Agespan INC answers here, for everyone.

3 programs · $50.3M · in their own filed words · FY2022
01

Senior care options (sco) is a voluntary medicare advantage health plan that combines medicare and masshealth benefits. Senior care options is a comprehensive health plan that covers all of the services normally paid for through medicare and masshealth.

$26.9Mprogram expense
02

Choices

The community choice program allows older adults who are on masshealth to receive expanded care at home, which can delay or prevent imminent placement in a long-term care facility. Eligibility for the community choice program is based on the following criteria - age 60 or older; approved for masshealth standard benefits; meet the…

$13.9Mprogram expense
03

Ecop

The enhanced community options program (ecop) is designed to serve frail elders living in the community who are at risk of nursing home placement due to functional or cognitive impairment. To qualify, the person must be 60 or older, and those under age 60 may be eligible with a documentation of alzheimer's disease or a related dementia…

$9.5Mprogram 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
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
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
Northeast Legal Aid INCMA · FY2023$296,120
Unitemized GrantFY2023$282,676
Unitemized GrantFY2023$231,212
See all 89 grants →

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 FY2023 990, line by line.

1The main four
Money inPt VIII
$114.3M
Ln 12
Gifts and grantsLn 1h$67.8M
Fees for servicesLn 2g$46.3M
Investment incomeLn 3$148K
Money outPt IX
$112.6M
Ln 25
Programscol B$105.6M
Managementcol C$6.8M
Fundraisingcol D$214K
Owns and owesPt X
$30.3M
net assets · Ln 32
Cash and savingsLn 1–2$26.7M
Total assetsLn 16$52.3M
LiabilitiesLn 26$22.0M
PeoplePt VI, VII
25
listed · VII A
PaidVII A7
Voting boardVI 1a15
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$67.8M
Government grantsLn 1e$66.8M
Noncash giftsLn 1g$61K
Fundraising eventsLn 1c$77K
Fees for servicesLn 2g$46.3M
Investment incomeLn 3$148K
Other incomeLn 4–11$36K
Gains on assetsLn 7$33K
Total revenueLn 12$114.3M
Assets in detailPt X, end of year
CashLn 1$16.6M
SavingsLn 2$10.1M
Cash and savings togetherLn 1–2$26.7M
InvestmentsLn 11–13$658K
Land, buildings, equipmentLn 10c$378K
Other assetsLn 15$1.5M
Total assetsLn 16$52.3M
LiabilitiesLn 26$22.0M
Net assetsLn 32$30.3M
OperationsPt I, VI
EmployeesI 5639
VolunteersI 6481
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3More from this return
Abroad and in kindSch F, M
Noncash gifts receivedSch M Pt I$61K
EndowmentSch D · Pt V
LineFY23FY22FY21FY20FY19
End of yearLn 1g$666K$611K$733K$613K$596K
SpentLn 1d–1f$3K$8K$7K$7K$6K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY23End FY23
Cash and savingsLn 1–2$24.8M$26.7M
InvestmentsLn 11–13$611K$658K
Land, buildings, equipmentLn 10c$508K$378K
Total assetsLn 16$46.5M$52.3M
LiabilitiesLn 26$18.0M$22.0M
Net assetsLn 32$28.5M$30.3M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$228K$228K
Grants to domestic individualsLn 2$188K$188K
Pay of current officers, directors and key staffLn 5$503K$432K$69K$3K
Other salaries and wagesLn 7$27.7M$23.8M$3.8M$142K
Pension plan contributionsLn 8$906K$718K$182K$6K
Other employee benefitsLn 9$4.1M$3.5M$553K$20K
Payroll taxesLn 10$2.1M$1.8M$279K$11K
Legal feesLn 11b$19K$17K$2K
Accounting feesLn 11c$89K$89K
Investment management feesLn 11f$17K$17K
Other fees for servicesLn 11g$66.1M$66.0M$103K
Advertising and promotionLn 12$91K$57K$22K$12K
Office expensesLn 13$564K$261K$299K$4K
Information technologyLn 14$1.1M$225K$902K
OccupancyLn 16$1.7M$1.6M$165K$7K
TravelLn 17$888K$877K$10K$1K
Conferences, conventions and meetingsLn 19$162K$125K$36K$736
Depreciation, depletion and amortizationLn 22$215K$4K$210K
InsuranceLn 23$110K$109K$500
Other expenses (24a–d)Ln 24$5.6M$5.6M$8K
All other expensesLn 24e$60K$60K
Total functional expensesLn 25$112.6M$105.6M$6.8M$214K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
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
FY2023 ViewingFiled 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
FY2020Filed 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 M · Noncash J · Pay O · Explanations
See the full FY2023 990 (6 parts)
Part I · Summary $114,281,456 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $65,274,944$67,796,614
I-9 Program service revenuePrior year $42,467,565$46,301,114
I-10 Investment incomePrior year $50,514$147,776
I-11 Other revenuePrior year $141,009$35,952
I-12 Total revenuePrior year $107,934,032$114,281,456
I-13 Grants and similar amounts paidPrior year $229,178$415,573
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $33,183,255$35,341,939
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $67,603,292$76,802,513
I-18 Total expensesPrior year $101,015,725$112,560,025
I-19 Revenue less expensesPrior year $6,918,307$1,721,431
Part VI · Governance 15 of 15 board members independent, no flags
VI-1a Voting members of the governing body15
VI-1b Independent voting members15
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 $114,281,456 across 11 lines filed
Lines not itemized here account for $20,673 of total revenue; see the IRS return.
VIII-1c Fundraising events$76,613
VIII-1e Government grants$66,834,296
VIII-1f All other contributions, gifts and grants$885,705
VIII-1g Noncash contributions (included above)$60,973
VIII-1h Total contributions, gifts and grants$67,796,614
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $46,301,114$46,301,114
VIII-3 Investment incomeExcluded from tax $114,720$114,720
VIII-6 Net rental income or lossExcluded from tax $26,108$26,108
VIII-7 Net gain or loss on sales of assetsExcluded from tax $33,056$33,056
VIII-8 Net income from fundraising eventsExcluded from tax −$10,829−$10,829
VIII-12 Total revenueRelated to mission $46,301,114 · Unrelated business $0 · Excluded from tax $183,728$114,281,456
Part IX · Statement of functional expenses $112,560,025 across 21 lines filed
IX-1 Grants to domestic organizationsPrograms $228,003$228,003
IX-2 Grants to domestic individualsPrograms $187,570$187,570
IX-5 Pay of current officers, directors and key staffPrograms $431,646 · Management $68,627 · Fundraising $2,553$502,826
IX-7 Other salaries and wagesPrograms $23,802,507 · Management $3,796,394 · Fundraising $142,293$27,741,194
IX-8 Pension plan contributionsPrograms $718,392 · Management $182,313 · Fundraising $5,577$906,282
IX-9 Other employee benefitsPrograms $3,495,116 · Management $553,456 · Fundraising $20,396$4,068,968
IX-10 Payroll taxesPrograms $1,832,571 · Management $279,496 · Fundraising $10,602$2,122,669
IX-11b Legal feesPrograms $17,380 · Management $1,544$18,924
IX-11c Accounting feesManagement $88,675$88,675
IX-11f Investment management feesManagement $16,809$16,809
IX-11g Other fees for servicesPrograms $66,028,261 · Management $103,027$66,131,288
IX-12 Advertising and promotionPrograms $56,746 · Management $22,089 · Fundraising $11,881$90,716
IX-13 Office expensesPrograms $260,984 · Management $298,842 · Fundraising $3,718$563,544
IX-14 Information technologyPrograms $224,681 · Management $902,213$1,126,894
IX-16 OccupancyPrograms $1,551,617 · Management $165,453 · Fundraising $6,964$1,724,034
IX-17 TravelPrograms $876,567 · Management $10,132 · Fundraising $1,024$887,723
IX-19 Conferences, conventions and meetingsPrograms $125,115 · Management $35,824 · Fundraising $736$161,675
IX-22 Depreciation, depletion and amortizationPrograms $4,451 · Management $210,298$214,749
IX-23 InsurancePrograms $109,101 · Fundraising $500$109,601
IX-24 Other expenses (24a–d)Programs $5,600,442 · Fundraising $7,897$5,608,339
IX-24e All other expensesManagement $59,542$59,542
IX-25 Total functional expensesPrograms $105,551,150 · Management $6,794,734 · Fundraising $214,141$112,560,025
Part X · Balance sheet $52,325,158 assets, 17 lines filed
X-1 Cash, non-interest-bearingStart of year $24,757,050$16,591,406
X-2 Savings and temporary cash investments$10,096,013
X-4 Accounts receivableStart of year $20,269,710$22,826,653
X-8 Inventories for sale or useStart of year $110$110
X-9 Prepaid expenses and deferred chargesStart of year $212,726$271,196
X-10c Land, buildings and equipment, netStart of year $507,885$378,448
X-11 Publicly traded securitiesStart of year $610,744$658,472
X-15 Other assetsStart of year $140,690$1,502,860
X-16 Total assetsStart of year $46,498,915$52,325,158
X-17 Accounts payable and accrued expensesStart of year $16,110,554$18,591,734
X-19 Deferred revenueStart of year $1,174,298$1,238,365
X-25 Other liabilitiesStart of year $0$1,547,980
X-26 Total liabilitiesStart of year $17,999,677$22,022,336
X-27 Net assets without donor restrictionsStart of year $28,279,298$30,105,264
X-28 Net assets with donor restrictionsStart of year $219,940$197,558
X-32 Total net assets or fund balancesStart of year $28,499,238$30,302,822
X-33 Total liabilities and net assetsStart of year $46,498,915$52,325,158
Part XI · Reconciliation of net assets $30,302,822 net assets at year end
XI-1 Total revenue$114,281,456
XI-2 Total expenses$112,560,025
XI-3 Revenue less expenses$1,721,431
XI-4 Net assets at start of year$28,499,238
XI-5 Net unrealized gains (losses) on investments$82,153
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$30,302,822

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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