Access Care Partners FY2021 filing

Tax-deductible

Holyoke, MA501(c)(3)Since 1974Human ServicesEIN 04-2545848

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To preserve the dignity, independence, and quality of life of elders and disabled persons desiring to remain within their own community.

501(c)(3) charity; gifts are tax-deductible.
94¢ of each $1 spent went to programs.
$381K 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
5 of 6
filings with a surplus
Average surplus $571K a year · 2% of revenue · last 6 filings
Fine: a surplus in 5 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
$381K
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
Cash reserves
4 mo
of spending, in cash
Looks good: 3.7 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $12K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$2.5M
18% of total assets
Looks good: liabilities are 18% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 13 voting members
Looks good: 13 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$27.0M
-0.1% vs prior year
Spent
$26.6M
To programs
94%
Net assets
$11.3M
By yearFY2020–FY2025
Revenue
$27.0M
FY2021-0.1%
Revenue by fiscal year
FY2020$27.0M
FY2021$27.0M
FY2022$28.4M
FY2023$29.9M
FY2024$33.7M
FY2025$34.6M
Expenses
$26.6M
FY2021-0.4%
Expenses by fiscal year
FY2020$26.7M
FY2021$26.6M
FY2022$27.9M
FY2023$29.5M
FY2024$32.0M
FY2025$34.6M
Net assets
$11.3M
FY2021▲ +25%
Net assets by fiscal year
FY2020$9.1M
FY2021$11.3M
FY2022$11.8M
FY2023$12.4M
FY2024$14.2M
FY2025$14.3M

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

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Dec 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% · $24.9M Management & general 6% · $1.7M

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

16 people listed on the 990; $381K 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
Executive Director
$159,935Pt VII · Sec A
Director of Finance
$111,294Pt VII · Sec A
Human Resources Director
$109,659Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Roseann Martoccia’s $175K as Executive Director is at the 32nd percentile of top reported officer pay among 3122 $10–100M 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 · 7 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Roseann Martoccia$174,845$176,758$170,825$163,651$159,935$157,444
Zbigniew Pater$139,092$126,079$124,546$120,453$111,294$113,850
Brenda Bronner$124,459$107,479$106,457$103,544——
Joan Murphy$117,561$106,834$103,987———
Joanne Borkowski—————$115,628
Robert Goff————$109,659$111,065
Kyle Murray———$104,960——

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 15aYes

Programs and updates

Supports elders and disabled individuals to live independently and with dignity in their homes.

Provided by the organization

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3 program services account for $18.5M of program spending, described in the organization's own filed words · FY2020.
01

Elder Services

Home care services are tailored to meet individualneeds of eligible elders 60+, and most are coordinated throughprovider agencies. Among those services are individual caremanagement, personal care assistance, meal preparation, laundry,housekeeping, companions, respite for caregivers, moneymanagement, coordination of care and nursing home…

$12.0Mprogram expense
02

Personal/Foster Care Program

Adult family care provides a fosterhome for older adults, persons with physical and mentaldisabilities, and aids. Afc provides professional nursing andsocial work support. Caregivers and participants are matched onthe basis of common interest, location, and the specific needs ofthe participant.

$5.3Mprogram expense
03

Nutrition Program

Elder nutrition program provideswell-balanced, hot noon meals for elders 60+ (and their spouses),monday-friday, at congregate mealsites or delivered to theirhomes. Congregate mealsites provide opportunities for socialinteraction, nutrition education and volunteer activities, and arelocated within the community.

$1.2Mprogram expense

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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 · FY2024
Total grants receivedfrom 1 funder$12K
Grants paid · 10 grants · $248K · 2019–2024
Belchertown Council on AgingFY2024$43,544
Community Legal Aid INCMA · FY2024$20,000
Chicopee Council on AgingFY2024$10,062
Town of WareFY2024$7,872
South Hadley Council on AgingFY2024$7,331
Belchertown Council on AgingFY2023$37,184
Belchertown Council on AgingFY2022$23,386
Belchertown Council on AgingFY2021$36,656
Belchertown Council on AgingFY2020$32,296
Belchertown Council on AgingFY2019$29,630

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$27.0M
Ln 12
Fees for servicesLn 2g$26.6M
Gifts and grantsLn 1h$331K
Other incomeLn 4–11$30K
Money outPt IX
$26.6M
Ln 25
Programscol B$24.9M
Managementcol C$1.7M
Owns and owesPt X
$11.3M
net assets · Ln 32
Cash and savingsLn 1–2$8.3M
Total assetsLn 16$13.8M
LiabilitiesLn 26$2.5M
PeoplePt VI, VII
16
listed · VII A
PaidVII A3
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$331K
Noncash giftsLn 1g$106K
Fees for servicesLn 2g$26.6M
Investment incomeLn 3$8K
Other incomeLn 4–11$30K
Total revenueLn 12$27.0M
Assets in detailPt X, end of year
CashLn 1$466
SavingsLn 2$8.3M
Cash and savings togetherLn 1–2$8.3M
InvestmentsLn 11–13$5K
Land, buildings, equipmentLn 10c$108K
Other assetsLn 15$6K
Total assetsLn 16$13.8M
LiabilitiesLn 26$2.5M
Net assetsLn 32$11.3M
OperationsPt I, VI
EmployeesI 5288
VolunteersI 60
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 FY21End FY21
Cash and savingsLn 1–2$8.1M$8.3M
InvestmentsLn 11–13$5K
Land, buildings, equipmentLn 10c$169K$108K
Total assetsLn 16$13.7M$13.8M
LiabilitiesLn 26$4.6M$2.5M
Net assetsLn 32$9.1M$11.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$113K$113K
Pay of current officers, directors and key staffLn 5$190K$190K
Other salaries and wagesLn 7$8.2M$7.3M$951K
Pension plan contributionsLn 8$487K$425K$62K
Other employee benefitsLn 9$1.6M$1.5M$147K
Payroll taxesLn 10$692K$597K$95K
Legal feesLn 11b$17K$17K
Accounting feesLn 11c$56K$42K$15K
Advertising and promotionLn 12$68K$34K$35K
Office expensesLn 13$521K$459K$62K
OccupancyLn 16$356K$309K$47K
TravelLn 17$168K$168K$70
Conferences, conventions and meetingsLn 19$16K$13K$3K
Depreciation, depletion and amortizationLn 22$63K$42K$20K
InsuranceLn 23$62K$53K$10K
Other expenses (24a–d)Ln 24$12.9M$12.9M
All other expensesLn 24e$995K$944K$51K
Total functional expensesLn 25$26.6M$24.9M$1.7M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $34.6M$34.6M−$23K$14.3M 990 PDF
FY2024 $33.7M$32.0M$1.7M$14.2M 990 PDF
FY2023 $29.9M$29.5M$432K$12.4M 990 PDF
FY2022 $28.4M$27.9M$562K$11.8M 990 PDF
FY2021 Viewing $27.0M$26.6M$388K$11.3M 990 PDF
FY2020 $27.0M$26.7M$329K$9.1M 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 FY2021 990 (4 parts)
Part VIII · Statement of revenue $26,969,238 across 7 lines filed
VIII-1f All other contributions, gifts and grants$331,326
VIII-1g Noncash contributions (included above)$106,412
VIII-1h Total contributions, gifts and grants$331,326
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $26,599,060$26,599,060
VIII-3 Investment incomeExcluded from tax $8,397$8,397
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $30,455$30,455
VIII-12 Total revenueRelated to mission $26,629,515 · Unrelated business $0 · Excluded from tax $8,397$26,969,238
Part IX · Statement of functional expenses $26,580,945 across 17 lines filed
IX-1 Grants to domestic organizationsPrograms $112,538$112,538
IX-5 Pay of current officers, directors and key staffManagement $189,507$189,507
IX-7 Other salaries and wagesPrograms $7,265,487 · Management $950,592$8,216,079
IX-8 Pension plan contributionsPrograms $424,791 · Management $62,249$487,040
IX-9 Other employee benefitsPrograms $1,474,858 · Management $146,925$1,621,783
IX-10 Payroll taxesPrograms $596,874 · Management $94,955$691,829
IX-11b Legal feesPrograms $16,572$16,572
IX-11c Accounting feesPrograms $41,565 · Management $14,935$56,500
IX-12 Advertising and promotionPrograms $33,522 · Management $34,908$68,430
IX-13 Office expensesPrograms $458,853 · Management $62,199$521,052
IX-16 OccupancyPrograms $308,921 · Management $46,746$355,667
IX-17 TravelPrograms $167,584 · Management $70$167,654
IX-19 Conferences, conventions and meetingsPrograms $13,055 · Management $2,683$15,738
IX-22 Depreciation, depletion and amortizationPrograms $42,405 · Management $20,154$62,559
IX-23 InsurancePrograms $52,761 · Management $9,559$62,320
IX-24 Other expenses (24a–d)Programs $12,940,610$12,940,610
IX-24e All other expensesPrograms $943,897 · Management $51,170$995,067
IX-25 Total functional expensesPrograms $24,894,293 · Management $1,686,652 · Fundraising $0$26,580,945
Part X · Balance sheet $13,804,909 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $356$466
X-2 Savings and temporary cash investmentsStart of year $8,105,233$8,277,903
X-4 Accounts receivableStart of year $4,795,549$5,276,841
X-9 Prepaid expenses and deferred chargesStart of year $409,306$130,418
X-10c Land, buildings and equipment, netStart of year $168,558$108,248
X-13 Program-related investments$5,000
X-15 Other assetsStart of year $215,853$6,033
X-16 Total assetsStart of year $13,694,855$13,804,909
X-17 Accounts payable and accrued expensesStart of year $2,633,288$2,509,393
X-25 Other liabilitiesStart of year $2,000,000$0
X-26 Total liabilitiesStart of year $4,633,288$2,509,393
X-27 Net assets without donor restrictionsStart of year $9,061,567$11,295,516
X-32 Total net assets or fund balancesStart of year $9,061,567$11,295,516
X-33 Total liabilities and net assetsStart of year $13,694,855$13,804,909
Part XI · Reconciliation of net assets $11,295,516 net assets at year end
XI-1 Total revenue$26,969,238
XI-2 Total expenses$26,580,945
XI-3 Revenue less expenses$388,293
XI-4 Net assets at start of year$9,061,567
XI-9 Other changes in net assets$1,845,656
XI-10 Net assets at end of year$11,295,516

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

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