Old Colony Elder Services INC FY2023 filing

Tax-deductible

Brockton, MA501(c)(3)Since 1974EIN 04-2545236Revenue $63.9M in FY2023

On file with the IRSocesma.org144 Main St, 02301-4046 · Brockton, MATax-exempt since Nov 1974Publicly supported charity — 170(b)(1)(A)(vi)

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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.
$609K 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 $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
$609K
to officers and key staff · 1.0% of spending
Looks good: pay to officers and key staff is 1% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
1 mo
of spending, in cash
Fine: 1.0 months of spending in cash; 1 to 3.
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
$13.8M
49% of total assets
Looks good: liabilities are 49% of assets; 50% or less.
Pt X · Ln 26
Independent board members
20
of 20 voting members
Looks good: 20 of 20 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$63.9M
+6% vs prior year
Spent
$62.8M
To programs
94%
Net assets
$14.5M
By yearFY2020–FY2025
Revenue
$63.9M
FY2023▲ +6%
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
$62.8M
FY2023▲ +5%
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
$14.5M
FY2023▲ +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 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 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% · $59.2M Management & general 6% · $3.6M

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; $609K 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
$173,143Pt VII · Sec A
$116,083Pt VII · Sec A
Chief Programs Officer
$110,437Pt VII · Sec A
Senior Advisor Through 07/15/22
$105,905Pt VII · Sec A
Finance Director
$103,489Pt VII · Sec A
$0Pt VII · Sec A
Director
$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.

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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.

Questions for Old Colony Elder Services INC

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Provided by the organization

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3 programs · $40.7M · in their own filed words · FY2022
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.

$17.7Mprogram 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.

$12.0Mprogram 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.

$11.0Mprogram 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 →

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$63.9M
Ln 12
Fees for servicesLn 2g$61.1M
Gifts and grantsLn 1h$2.6M
Investment incomeLn 3$168K
Money outPt IX
$62.8M
Ln 25
Programscol B$59.2M
Managementcol C$3.6M
Owns and owesPt X
$14.5M
net assets · Ln 32
Cash and savingsLn 1–2$5.0M
Total assetsLn 16$28.3M
LiabilitiesLn 26$13.8M
PeoplePt VI, VII
26
listed · VII A
PaidVII A5
Voting boardVI 1a20
IndependentVI 1b20
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.6M
Government grantsLn 1e$2.5M
Fees for servicesLn 2g$61.1M
Investment incomeLn 3$168K
Other incomeLn 4–11$49K
Total revenueLn 12$63.9M
Assets in detailPt X, end of year
CashLn 1$311K
SavingsLn 2$4.7M
Cash and savings togetherLn 1–2$5.0M
InvestmentsLn 11–13$2.2M
Land, buildings, equipmentLn 10c$2.8M
Other assetsLn 15$3.2M
Total assetsLn 16$28.3M
LiabilitiesLn 26$13.8M
Net assetsLn 32$14.5M
OperationsPt I, VI
EmployeesI 5356
VolunteersI 6610
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
LineStart FY23End FY23
Cash and savingsLn 1–2$7.8M$5.0M
InvestmentsLn 11–13$2.1M$2.2M
Land, buildings, equipmentLn 10c$3.0M$2.8M
Total assetsLn 16$23.4M$28.3M
LiabilitiesLn 26$10.1M$13.8M
Net assetsLn 32$13.4M$14.5M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$327K$327K
Other salaries and wagesLn 7$12.4M$11.1M$1.3M
Pension plan contributionsLn 8$374K$333K$41K
Other employee benefitsLn 9$2.3M$2.0M$269K
Payroll taxesLn 10$919K$802K$117K
Legal feesLn 11b$119K$95K$24K
Investment management feesLn 11f$13K$13K
Other fees for servicesLn 11g$59K$59K
Office expensesLn 13$60K$11K$50K
Information technologyLn 14$250K$250K
OccupancyLn 16$562K$472K$90K
TravelLn 17$162K$160K$2K
Depreciation, depletion and amortizationLn 22$241K$119K$121K
InsuranceLn 23$86K$2K$84K
Other expenses (24a–d)Ln 24$44.5M$43.6M$821K
All other expensesLn 24e$486K$486K
Total functional expensesLn 25$62.8M$59.2M$3.6M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $81.8M$80.5M$1.3M$16.9M 990 PDF
FY2024 $75.2M$74.3M$875K$15.5M 990 PDF
FY2023 Viewing $63.9M$62.8M$1.1M$14.5M 990 PDF
FY2022 $60.0M$59.6M$375K$13.4M 990 PDF
FY2021 $56.3M$55.4M$854K$13.2M 990 PDF
FY2020 $57.5M$57.2M$297K$12.2M 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2023 990 (6 parts)
Part I · Summary $63,871,796 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $2,905,819$2,591,411
I-9 Program service revenuePrior year $56,938,270$61,063,537
I-10 Investment incomePrior year $74,660$167,863
I-11 Other revenuePrior year $60,715$48,985
I-12 Total revenuePrior year $59,979,464$63,871,796
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 $16,029,481$16,303,377
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $43,575,435$46,495,206
I-18 Total expensesPrior year $59,604,916$62,798,583
I-19 Revenue less expensesPrior year $374,548$1,073,213
Part VI · Governance 20 of 20 board members independent, 1 to look at
VI-1a Voting members of the governing body20
VI-1b Independent voting members20
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 $63,871,796 across 7 lines filed
Lines not itemized here account for $8,336,631 of total revenue; see the IRS return.
VIII-1e Government grants$2,460,096
VIII-1f All other contributions, gifts and grants$131,315
VIII-1h Total contributions, gifts and grants$2,591,411
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $52,726,906$52,726,906
VIII-3 Investment incomeExcluded from tax $167,863$167,863
VIII-6 Net rental income or lossUnrelated business $17,216 · Excluded from tax $31,769$48,985
VIII-12 Total revenueRelated to mission $61,063,537 · Unrelated business $17,216 · Excluded from tax $199,632$63,871,796
Part IX · Statement of functional expenses $62,798,583 across 16 lines filed
IX-5 Pay of current officers, directors and key staffManagement $326,790$326,790
IX-7 Other salaries and wagesPrograms $11,080,614 · Management $1,345,514$12,426,128
IX-8 Pension plan contributionsPrograms $333,012 · Management $40,580$373,592
IX-9 Other employee benefitsPrograms $1,989,044 · Management $268,513$2,257,557
IX-10 Payroll taxesPrograms $801,912 · Management $117,398$919,310
IX-11b Legal feesPrograms $95,477 · Management $23,956$119,433
IX-11f Investment management feesManagement $13,385$13,385
IX-11g Other fees for servicesManagement $58,621$58,621
IX-13 Office expensesPrograms $10,613 · Management $49,566$60,179
IX-14 Information technologyManagement $250,123$250,123
IX-16 OccupancyPrograms $471,540 · Management $89,993$561,533
IX-17 TravelPrograms $159,948 · Management $2,424$162,372
IX-22 Depreciation, depletion and amortizationPrograms $119,478 · Management $121,497$240,975
IX-23 InsurancePrograms $2,163 · Management $84,197$86,360
IX-24 Other expenses (24a–d)Programs $43,635,356 · Management $820,685$44,456,041
IX-24e All other expensesPrograms $486,184$486,184
IX-25 Total functional expensesPrograms $59,185,341 · Management $3,613,242 · Fundraising $0$62,798,583
Part X · Balance sheet $28,261,072 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $351,168$311,272
X-2 Savings and temporary cash investmentsStart of year $7,419,819$4,737,346
X-4 Accounts receivableStart of year $10,404,233$14,930,945
X-9 Prepaid expenses and deferred chargesStart of year $140,486$107,299
X-10c Land, buildings and equipment, netStart of year $3,008,429$2,821,448
X-11 Publicly traded securitiesStart of year $2,081,083$2,156,020
X-12 Other securitiesStart of year $29,207$39,092
X-15 Other assetsStart of year $0$3,157,650
X-16 Total assetsStart of year $23,434,425$28,261,072
X-17 Accounts payable and accrued expensesStart of year $8,628,072$9,203,963
X-19 Deferred revenueStart of year $323,067$365,187
X-25 Other liabilitiesStart of year $0$3,157,650
X-26 Total liabilitiesStart of year $10,050,963$13,776,942
X-27 Net assets without donor restrictionsStart of year $13,383,462$14,484,130
X-32 Total net assets or fund balancesStart of year $13,383,462$14,484,130
X-33 Total liabilities and net assetsStart of year $23,434,425$28,261,072
Part XI · Reconciliation of net assets $14,484,130 net assets at year end
XI-1 Total revenue$63,871,796
XI-2 Total expenses$62,798,583
XI-3 Revenue less expenses$1,073,213
XI-4 Net assets at start of year$13,383,462
XI-5 Net unrealized gains (losses) on investments$27,455
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$14,484,130

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

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