Old Colony Elder Services INC FY2021 filing

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Old Colony Elder Services ("oces") supports the independence and dignity of older adults and individuals with disabilities by providing essential information and Services that promote healthy and safe living.

501(c)(3) charity; gifts are tax-deductible.
94¢ of each $1 spent went to programs.
$478K 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

FY2021 · 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 $794K a year · 1% 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
$478K
to officers and key staff · 0.9% of spending
Looks good: pay to officers and key staff is 1% of spending; 15% or less.
Pt VII · Sec A
<1 mo
of spending, in cash
Worth a look: 0.8 months of spending in cash; under 1.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
6
named funders · $125K
Looks good: 6 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$8.8M
40% of total assets
Looks good: liabilities are 40% of assets; 50% or less.
Pt X · Ln 26
Independent board members
22
of 22 voting members
Looks good: 22 of 22 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$56.3M
-2% vs prior year
Spent
$55.4M
To programs
94%
Net assets
$13.2M
By yearFY2020–FY2025
Revenue
$56.3M
FY2021▼ -2%
Tap a bar for its year
Revenue by fiscal year
FY2020$57.5M
FY2021$56.3M
FY2022$60.0M
FY2023$63.9M
FY2024$75.2M
FY2025$81.8M
Expenses
$55.4M
FY2021▼ -3%
Tap a bar for its year
Expenses by fiscal year
FY2020$57.2M
FY2021$55.4M
FY2022$59.6M
FY2023$62.8M
FY2024$74.3M
FY2025$80.5M
Net assets
$13.2M
FY2021▲ +8%
Tap a bar for its year
Net assets by fiscal year
FY2020$12.2M
FY2021$13.2M
FY2022$13.4M
FY2023$14.5M
FY2024$15.5M
FY2025$16.9M

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

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You’re viewing the FY2021 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 Nov 1974.

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% · $52.1M Management & general 6% · $3.3M

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

26 people listed on the 990; $478K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
$146,211Pt VII · Sec A
COO Advisor
$132,567Pt VII · Sec A
Chief Programs Officer
$113,916Pt VII · Sec A
$85,805Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Nicole Long$191,930$179,615$173,143$172,963$146,211$114,013
Anna Dee$134,349$126,369$116,083$115,679$85,805—
Diana Digiorgi——$105,905$105,266$132,567$122,807
Yolanda America$123,475$108,823$103,489$103,313——
Alisa Delage$121,809$114,708$110,437$110,276——
Susan Willis————$113,916—
Robert Stuart Buckel-Gillis$108,728—————
Teresa M Kourtz$103,031$103,043————

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 Old Colony Elder Services 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 15aNo

Programs and updates

Provides essential information and services to support older adults and individuals with disabilities.

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3 programs · $35.6M · in their own filed words · FY2020
01

The senior care options program provides services to seniors who are eligible for medicaid and may be eligible for medicare. These consumers received a health-care plan individualized for their personal needs.

$14.7Mprogram expense
02

The community choices program provides home and community-based support services, care management and coordination to very frail, low-income elders over sixty and on medicaid so they may remain living at home rather than in institutions.

$11.1Mprogram expense
03

State home care program provides home and community-based support services, care management and coordination to frail, low-income elders over the age of sixty.

$9.8Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
See all 6 funders →

Federal money

Single Audit · Federal Audit Clearinghouse · money spent from federal programs
Year ending Jun 2025 · $1.5M federal money spent
Special Programs for the Aging, Title III, Part C, Nutrition ServicesDepartment of Health and Human Services · ALN 93.045 · Through Mass. Exec. Office of Elder Affairs & Old Colony Planning Council Admin. on Aging$955K
National Family Caregiver Support, Title III, Part EDepartment of Health and Human Services · ALN 93.052 · Through Mass. Exec. Office of Elder Affairs & Old Colony Planning Council Admin. on Aging$177K
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 Mass. Exec. Office of Elder Affairs & Old Colony Planning Council Admin. on Aging$149K
Americorps Seniors Retired and Senior Volunteer Program (rsvp) 94.002AmeriCorps · ALN 94.002 · Through Corporation for National and Community Service (cncs)$98K
Special Programs for the Aging, Title III, Part D, Disease Prevention and Health Promotion ServicesDepartment of Health and Human Services · ALN 93.043 · Through Mass. Exec. Office of Elder Affairs & Old Colony Planning Council Admin. on Aging$54K

Plus 1 smaller program.

The auditor reported no findings.

Year ending Jun 2024 · $2.2M federal money spent
Special Programs for the Aging_title III, Part C_nutrition ServicesDepartment of Health and Human Services · ALN 93.045 · Through Mass. Exec. Office of Elder Affairs & Old Colony Planning Council Admin. on Aging$1.1M
Nutrition Services Incentive ProgramDepartment of Health and Human Services · ALN 93.053 · Through Mass. Exec. Office of Elder Affairs & Old Colony Planning Council Admin. on Aging$378K
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 Mass. Exec. Office of Elder Affairs & Old Colony Planning Council Admin. on Aging$318K
National Family Caregiver Support, Title III, Part EDepartment of Health and Human Services · ALN 93.052 · Through Mass. Exec. Office of Elder Affairs & Old Colony Planning Council Admin. on Aging$264K
Retired and Senior Volunteer ProgramAmeriCorps · ALN 94.002 · Through Corporation for National and Community Service$131K

Plus 1 smaller program.

The auditor reported no findings.

Year ending Jun 2023 · $1.7M federal money spent
Special Programs for the Aging_title III, Part C_nutrition ServicesDepartment of Health and Human Services · ALN 93.045 · Through Mass. Exec. Office of Elder Affairs & Old Colony Planning Council Admin. on Aging$689K
Nutrition Services Incentive ProgramDepartment of Health and Human Services · ALN 93.053 · Through Mass. Exec. Office of Elder Affairs & Old Colony Planning Council Admin. on Aging$478K
National Family Caregiver Support, Title III, Part EDepartment of Health and Human Services · ALN 93.052 · Through Mass. Exec. Office of Elder Affairs & Old Colony Planning Council Admin. on Aging$264K
Retired and Senior Volunteer ProgramAmeriCorps · ALN 94.002 · Through Corporation for National and Community Service$142K
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 Mass. Exec. Office of Elder Affairs & Old Colony Planning Council Admin. on Aging$134K

Plus 1 smaller program.

The auditor reported 3 findings: a weakness in money controls.

Year ending Jun 2022 · $1.9M federal money spent
Special Programs for the Aging_title III, Part C_nutrition ServicesDepartment of Health and Human Services · ALN 93.045 · Through Massachusetts Eoea & Old Colony Planning Council Administr. on Aging$1.2M
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 Massachusetts Eoea & Old Colony Planning Council Administr. on Aging$260K
National Family Caregiver Support, Title III, Part EDepartment of Health and Human Services · ALN 93.052 · Through Massachusetts Eoea & Old Colony Planning Council Administr. on Aging$238K
Nutrition Services Incentive ProgramDepartment of Health and Human Services · ALN 93.053 · Through Commonwealth of Massachusetts$87K
Special Programs for the Aging_title Iv_and Title Ii_discretionary ProjectsDepartment of Health and Human Services · ALN 93.048 · Through Commonwealth of Massachusetts$52K

Plus 1 smaller program.

The auditor reported no findings.

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$56.3M
Ln 12
Fees for servicesLn 2g$52.9M
Gifts and grantsLn 1h$3.3M
Investment incomeLn 3$66K
Money outPt IX
$55.4M
Ln 25
Programscol B$52.1M
Managementcol C$3.3M
Owns and owesPt X
$13.2M
net assets · Ln 32
Cash and savingsLn 1–2$3.8M
Total assetsLn 16$22.0M
LiabilitiesLn 26$8.8M
PeoplePt VI, VII
26
listed · VII A
PaidVII A4
Voting boardVI 1a22
IndependentVI 1b22
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$3.3M
Government grantsLn 1e$3.1M
Fees for servicesLn 2g$52.9M
Investment incomeLn 3$66K
Other incomeLn 4–11$58K
Total revenueLn 12$56.3M
Assets in detailPt X, end of year
CashLn 1$184K
SavingsLn 2$3.6M
Cash and savings togetherLn 1–2$3.8M
InvestmentsLn 11–13$2.3M
Land, buildings, equipmentLn 10c$3.3M
Total assetsLn 16$22.0M
LiabilitiesLn 26$8.8M
Net assetsLn 32$13.2M
OperationsPt I, VI
EmployeesI 5356
VolunteersI 6610
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3More from this return
EndowmentSch D · Pt V
LineFY21FY20FY19FY18FY17
End of yearLn 1g$700K$700K$700K$700K$700K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$6.7M$3.8M
InvestmentsLn 11–13$2.1M$2.3M
Land, buildings, equipmentLn 10c$3.3M$3.3M
Total assetsLn 16$21.7M$22.0M
LiabilitiesLn 26$9.5M$8.8M
Net assetsLn 32$12.2M$13.2M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$425K$425K
Other salaries and wagesLn 7$11.7M$10.4M$1.3M
Pension plan contributionsLn 8$346K$308K$38K
Other employee benefitsLn 9$2.5M$2.2M$352K
Payroll taxesLn 10$809K$697K$112K
Legal feesLn 11b$67K$29K$37K
Investment management feesLn 11f$13K$13K
Other fees for servicesLn 11g$63K$63K
Office expensesLn 13$33K$18K$15K
Information technologyLn 14$177K$177K
OccupancyLn 16$475K$401K$73K
TravelLn 17$75K$75K$92
Depreciation, depletion and amortizationLn 22$271K$125K$146K
InsuranceLn 23$45K$2K$42K
Other expenses (24a–d)Ln 24$38.4M$37.9M$498K
All other expensesLn 24e$12K$12K
Total functional expensesLn 25$55.4M$52.1M$3.3M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS May 12, 2026 $81.8M$80.5M$1.3M$16.9M 990 PDF
FY2024Filed with the IRS May 14, 2025 $75.2M$74.3M$875K$15.5M 990 PDF
FY2023Filed with the IRS May 15, 2024 $63.9M$62.8M$1.1M$14.5M 990 PDF
FY2022 $60.0M$59.6M$375K$13.4M 990 PDF
FY2021 ViewingFiled with the IRS May 16, 2022 $56.3M$55.4M$854K$13.2M 990 PDF
FY2020Filed with the IRS May 3, 2021 $57.5M$57.2M$297K$12.2M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $56,280,161 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,877,438$3,252,105
I-9 Program service revenuePrior year $55,479,798$52,904,503
I-10 Investment incomePrior year $110,476$65,619
I-11 Other revenuePrior year $31,421$57,934
I-12 Total revenuePrior year $57,499,133$56,280,161
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $14,877,905$15,812,477
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $42,323,838$39,613,996
I-18 Total expensesPrior year $57,201,743$55,426,473
I-19 Revenue less expensesPrior year $297,390$853,688
Part VI · Governance 22 of 22 board members independent, 1 to look at
VI-1a Voting members of the governing body22
VI-1b Independent voting members22
VI-15a Process for setting top official's payNo
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
Part VIII · Statement of revenue $56,280,161 across 7 lines filed
Lines not itemized here account for $6,501,540 of total revenue; see the IRS return.
VIII-1e Government grants$3,052,298
VIII-1f All other contributions, gifts and grants$199,807
VIII-1h Total contributions, gifts and grants$3,252,105
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $46,402,963$46,402,963
VIII-3 Investment incomeExcluded from tax $65,619$65,619
VIII-6 Net rental income or lossUnrelated business $24,159 · Excluded from tax $33,775$57,934
VIII-12 Total revenueRelated to mission $52,904,503 · Unrelated business $24,159 · Excluded from tax $99,394$56,280,161
Part IX · Statement of functional expenses $55,426,473 across 16 lines filed
IX-5 Pay of current officers, directors and key staffManagement $425,112$425,112
IX-7 Other salaries and wagesPrograms $10,413,739 · Management $1,280,354$11,694,093
IX-8 Pension plan contributionsPrograms $307,871 · Management $38,411$346,282
IX-9 Other employee benefitsPrograms $2,186,135 · Management $351,910$2,538,045
IX-10 Payroll taxesPrograms $697,177 · Management $111,768$808,945
IX-11b Legal feesPrograms $29,451 · Management $37,123$66,574
IX-11f Investment management feesManagement $13,069$13,069
IX-11g Other fees for servicesManagement $63,435$63,435
IX-13 Office expensesPrograms $17,982 · Management $15,482$33,464
IX-14 Information technologyManagement $177,299$177,299
IX-16 OccupancyPrograms $401,285 · Management $73,249$474,534
IX-17 TravelPrograms $74,861 · Management $92$74,953
IX-22 Depreciation, depletion and amortizationPrograms $124,590 · Management $146,252$270,842
IX-23 InsurancePrograms $2,163 · Management $42,458$44,621
IX-24 Other expenses (24a–d)Programs $37,885,306 · Management $497,686$38,382,992
IX-24e All other expensesManagement $12,213$12,213
IX-25 Total functional expensesPrograms $52,140,560 · Management $3,285,913 · Fundraising $0$55,426,473
Part X · Balance sheet $22,007,190 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $330,760$184,308
X-2 Savings and temporary cash investmentsStart of year $6,332,447$3,587,087
X-4 Accounts receivableStart of year $9,543,241$12,499,047
X-9 Prepaid expenses and deferred chargesStart of year $135,715$152,211
X-10c Land, buildings and equipment, netStart of year $3,303,481$3,323,787
X-11 Publicly traded securitiesStart of year $2,033,253$2,235,444
X-12 Other securitiesStart of year $29,254$25,306
X-16 Total assetsStart of year $21,708,151$22,007,190
X-17 Accounts payable and accrued expensesStart of year $7,359,221$7,488,778
X-19 Deferred revenueStart of year $240,675$161,585
X-26 Total liabilitiesStart of year $9,512,200$8,797,538
X-27 Net assets without donor restrictionsStart of year $12,195,951$13,209,652
X-32 Total net assets or fund balancesStart of year $12,195,951$13,209,652
X-33 Total liabilities and net assetsStart of year $21,708,151$22,007,190
Part XI · Reconciliation of net assets $13,209,652 net assets at year end
XI-1 Total revenue$56,280,161
XI-2 Total expenses$55,426,473
XI-3 Revenue less expenses$853,688
XI-4 Net assets at start of year$12,195,951
XI-5 Net unrealized gains (losses) on investments$160,013
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$13,209,652

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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