Old Colony Elder Services INC FY2020 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.

Form 990 Part I, line 1, FY2020. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 04-2545236) · Dispute this line
501(c)(3) charity; gifts are tax-deductible.
94¢ of each $1 spent went to programs.
$237K 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

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
The latest return is for FY2025, 1 tax year back.
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
A surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
94%
of spending
94% of spending went to programs.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$237K
to officers and key staff · 0.4% of spending
Pay to officers and key staff is 0.4% of spending.
Part VII, Section A
1.4 mo
of spending, in cash
1.4 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
6
named funders · $125K
6 funders name it on their filings.
Funders’ Sch. I, 990-PF
Liabilities
$9.5M
44% of total assets
Liabilities are 44% of assets.
Pt X · Ln 26
Independent board members
21
of 21 voting members
21 of 21 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$57.5M
Spent
$57.2M
To programs
94%
Net assets
$12.2M
By yearFY2020–FY2025
Revenue
$57.5M
FY2020
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
$57.2M
FY2020
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
$12.2M
FY2020
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 FY2020 Form 990 (year ending June 2020) · figures checked against the IRS filing · see the original

You’re viewing the FY2020 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% · $53.9M 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

28 people listed on the 990; $237K paid to officers and key staff (Part VII, Section A).

Part VII, Section A · reportable compensation
$122,807Pt VII · Sec A
$114,013Pt VII · Sec A
$0Pt VII · Sec A
Secretary/Clerk
$0Pt VII · Sec A
Director (till May 2020)
$0Pt VII · Sec A
Director (till May 2020)
$0Pt VII · Sec A
Director (till May 2020)
$0Pt VII · Sec A
Director (till September 2019)
$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 2Yes
  • 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 · $38.3M · in their own filed words · FY2019
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.

Form 990 Part III, line 4, FY2019. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 04-2545236) · Dispute this line
$17.0Mprogram 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.

Form 990 Part III, line 4, FY2019. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 04-2545236) · Dispute this line
$11.3Mprogram 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.

Form 990 Part III, line 4, FY2019. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 04-2545236) · Dispute this line
$10.0Mprogram 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 →

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 FY2020 990, line by line.

1The main four
Money inPt VIII
$57.5M
Ln 12
Fees for servicesLn 2g$55.5M
Gifts and grantsLn 1h$1.9M
Investment incomeLn 3$110K
Money outPt IX
$57.2M
Ln 25
Programscol B$53.9M
Managementcol C$3.3M
Owns and owesPt X
$12.2M
net assets · Ln 32
Cash and savingsLn 1–2$6.7M
Total assetsLn 16$21.7M
LiabilitiesLn 26$9.5M
PeoplePt VI, VII
28
listed · VII A
PaidVII A2
Voting boardVI 1a21
IndependentVI 1b21
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.9M
Government grantsLn 1e$1.7M
Fees for servicesLn 2g$55.5M
Investment incomeLn 3$110K
Other incomeLn 4–11$31K
Total revenueLn 12$57.5M
Assets in detailPt X, end of year
CashLn 1$150
SavingsLn 2$6.7M
Cash and savings togetherLn 1–2$6.7M
Accounts receivableLn 4$9.5M
Prepaid expenses and deferred chargesLn 9$136K
Land, buildings, equipmentLn 10c$3.3M
InvestmentsLn 11–13$2.1M
Total assetsLn 16$21.7M
LiabilitiesLn 26$9.5M
Net assetsLn 32$12.2M
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
Investment feesPt IX, Sch D
Investment fees, as reportedPt IX 11f$12K
Share of the $700K endowmentSch D 1g1.8%
Typical, median of 2,202 orgs0.44%
EndowmentSch D · Pt V
LineFY20FY19FY18FY17FY16
End of yearLn 1g$700K$700K$700K$700K$700K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$5.5M$6.7M
InvestmentsLn 11–13$2.0M$2.1M
Land, buildings, equipmentLn 10c$3.4M$3.3M
Total assetsLn 16$20.3M$21.7M
LiabilitiesLn 26$8.4M$9.5M
Net assetsLn 32$11.9M$12.2M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of officers and key staff (Part IX, line 5)Ln 5$282K$282K
Other salaries and wagesLn 7$11.3M$10.1M$1.2M
Pension plan contributionsLn 8$333K$297K$36K
Other employee benefitsLn 9$2.2M$1.9M$259K
Payroll taxesLn 10$796K$693K$103K
Legal feesLn 11b$96K$50K$46K
Investment management feesLn 11f$12K$12K
Other fees for servicesLn 11g$88K$88K
Office expensesLn 13$58K$18K$40K
Information technologyLn 14$155K$155K
OccupancyLn 16$562K$478K$84K
TravelLn 17$194K$192K$2K
Depreciation, depletion and amortizationLn 22$288K$125K$163K
InsuranceLn 23$41K$41K
Other expenses (24a–d)Ln 24$40.8M$40.0M$791K
All other expensesLn 24e$9K$9K
Total functional expensesLn 25$57.2M$53.9M$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
FY2021Filed with the IRS May 16, 2022 $56.3M$55.4M$854K$13.2M 990 PDF
FY2020 ViewingFiled with the IRS May 3, 2021 $57.5M$57.2M$297K$12.2M 990 PDF

Schedules filed Part IV

A · Public support D · Assets and endowments I · Grants O · Explanations
See the full FY2020 990
Part I · Summary $57,499,133 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,818,943$1,877,438
I-9 Program service revenuePrior year $51,866,400$55,479,798
I-10 Investment incomePrior year $80,454$110,476
I-11 Other revenuePrior year $16,439$31,421
I-12 Total revenuePrior year $53,782,236$57,499,133
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 $13,440,352$14,877,905
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $39,288,072$42,323,838
I-18 Total expensesPrior year $52,728,424$57,201,743
I-19 Revenue less expensesPrior year $1,053,812$297,390
Part VI · Governance 21 of 21 board members independent, 2 to look at
VI-1a Voting members of the governing body21
VI-1b Independent voting members21
VI-2 Family or business relationship among officers or directorsYes
VI-15a Process for setting top official's payNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $57,499,133 across 7 lines filed
Lines not itemized here account for $6,596,981 of total revenue; see the IRS return.
VIII-1e Government grants$1,666,448
VIII-1f All other contributions, gifts and grants$210,990
VIII-1h Total contributions, gifts and grants$1,877,438
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $48,882,817$48,882,817
VIII-3 Investment incomeExcluded from tax $110,476$110,476
VIII-6 Net rental income or lossUnrelated business $13,369 · Excluded from tax $18,052$31,421
VIII-12 Total revenueRelated to mission $55,479,798 · Unrelated business $13,369 · Excluded from tax $128,528$57,499,133
Part IX · Statement of functional expenses $57,201,743 across 16 lines filed
IX-5 Pay of officers and key staff (Part IX, line 5)Management $282,117$282,117
IX-7 Other salaries and wagesPrograms $10,077,506 · Management $1,181,774$11,259,280
IX-8 Pension plan contributionsPrograms $297,002 · Management $35,678$332,680
IX-9 Other employee benefitsPrograms $1,948,473 · Management $259,053$2,207,526
IX-10 Payroll taxesPrograms $693,495 · Management $102,807$796,302
IX-11b Legal feesPrograms $50,139 · Management $45,603$95,742
IX-11f Investment management feesManagement $12,478$12,478
IX-11g Other fees for servicesManagement $88,343$88,343
IX-13 Office expensesPrograms $18,414 · Management $39,736$58,150
IX-14 Information technologyManagement $154,693$154,693
IX-16 OccupancyPrograms $477,880 · Management $84,009$561,889
IX-17 TravelPrograms $192,076 · Management $2,376$194,452
IX-22 Depreciation, depletion and amortizationPrograms $124,888 · Management $162,797$287,685
IX-23 InsuranceManagement $41,172$41,172
IX-24 Other expenses (24a–d)Programs $40,029,178 · Management $791,264$40,820,442
IX-24e All other expensesManagement $8,792$8,792
IX-25 Total functional expensesPrograms $53,909,051 · Management $3,292,692 · Fundraising $0$57,201,743
Part X · Balance sheet $21,708,151 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $150$150
X-2 Savings and temporary cash investmentsStart of year $5,537,993$6,663,057
X-4 Accounts receivableStart of year $9,362,789$9,543,241
X-9 Prepaid expenses and deferred chargesStart of year $10,837$135,715
X-10c Land, buildings and equipment, netStart of year $3,408,763$3,303,481
X-11 Publicly traded securitiesStart of year $1,974,745$2,033,253
X-12 Other securitiesStart of year $37,821$29,254
X-16 Total assetsStart of year $20,333,098$21,708,151
X-17 Accounts payable and accrued expensesStart of year $7,175,610$7,359,221
X-19 Deferred revenueStart of year $29,547$240,675
X-23 Secured mortgages and notes payableStart of year $1,235,161$1,912,304
X-26 Total liabilitiesStart of year $8,440,318$9,512,200
X-27 Net assets without donor restrictionsStart of year $11,892,780$12,195,951
X-32 Total net assets or fund balancesStart of year $11,892,780$12,195,951
X-33 Total liabilities and net assetsStart of year $20,333,098$21,708,151
Part XI · Reconciliation of net assets $12,195,951 net assets at year end
XI-1 Total revenue$57,499,133
XI-2 Total expenses$57,201,743
XI-3 Revenue less expenses$297,390
XI-4 Net assets at start of year$11,892,780
XI-5 Net unrealized gains (losses) on investments$5,781
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$12,195,951

Form 990 e-file FY2020 from the IRS (about our sources) · Classification, formation year and address from the IRS Business Master File

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