Access Care Partners FY2023 filing

Tax-deductible

Holyoke, MA501(c)(3)Since 1974Human ServicesEIN 04-2545848Revenue $29.9M in FY2023

On file with the IRSwmeldercare.org4 Valley Mill Rd, 01040-5855 · Holyoke, MATax-exempt since Dec 1974Publicly supported charity — 170(b)(1)(A)(vi)

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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.
93¢ of each $1 spent went to programs.
$506K 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
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
93%
of spending
Looks good: 93% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$506K
to officers and key staff · 2% of spending
Looks good: pay to officers and key staff is 2% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
3 mo
of spending, in cash
Fine: 2.9 months of spending in cash; 1 to 3.
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
$4.7M
27% of total assets
Looks good: liabilities are 27% 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
$29.9M
+5% vs prior year
Spent
$29.5M
To programs
93%
Net assets
$12.4M
By yearFY2020–FY2025
Revenue
$29.9M
FY2023▲ +5%
Tap a bar for its year
Revenue by fiscal year
FY2020$27.0M
FY2021$27.0M
FY2022$28.4M
FY2023$29.9M
FY2024$33.7M
FY2025$34.6M
Expenses
$29.5M
FY2023▲ +6%
Tap a bar for its year
Expenses by fiscal year
FY2020$26.7M
FY2021$26.6M
FY2022$27.9M
FY2023$29.5M
FY2024$32.0M
FY2025$34.6M
Net assets
$12.4M
FY2023▲ +5%
Tap a bar for its year
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 FY2023 Form 990 (year ending June 2023) · 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

93 cents of each dollar spent went to programs.

Program services 93% · $27.6M Management & general 7% · $1.9M

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

19 people listed on the 990; $506K 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
Executive Director
$170,825Pt VII · Sec A
Director of Finance
$124,546Pt VII · Sec A
Home Care Program Director
$106,457Pt VII · Sec A
Human Resource Director
$103,987Pt VII · Sec A
Cac Liaison
$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.

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Provided by the organization

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3 programs · $20.8M · in their own filed words · FY2022
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…

$14.6Mprogram 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.

$4.7Mprogram 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.

$1.5Mprogram 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 · 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 FY2023 990, line by line.

1The main four
Money inPt VIII
$29.9M
Ln 12
Fees for servicesLn 2g$29.7M
Gifts and grantsLn 1h$200K
Investment incomeLn 3$45K
Money outPt IX
$29.5M
Ln 25
Programscol B$27.6M
Managementcol C$1.9M
Owns and owesPt X
$12.4M
net assets · Ln 32
Cash and savingsLn 1–2$7.1M
Total assetsLn 16$17.1M
LiabilitiesLn 26$4.7M
PeoplePt VI, VII
19
listed · VII A
PaidVII A4
Voting boardVI 1a15
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$200K
Noncash giftsLn 1g$20K
Fees for servicesLn 2g$29.7M
Investment incomeLn 3$45K
Other incomeLn 4–11$11K
Total revenueLn 12$29.9M
Assets in detailPt X, end of year
CashLn 1$292
SavingsLn 2$7.0M
Cash and savings togetherLn 1–2$7.1M
InvestmentsLn 11–13$5K
Land, buildings, equipmentLn 10c$456K
Other assetsLn 15$1.8M
Total assetsLn 16$17.1M
LiabilitiesLn 26$4.7M
Net assetsLn 32$12.4M
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 FY23End FY23
Cash and savingsLn 1–2$9.6M$7.1M
InvestmentsLn 11–13$5K$5K
Land, buildings, equipmentLn 10c$95K$456K
Total assetsLn 16$15.0M$17.1M
LiabilitiesLn 26$3.2M$4.7M
Net assetsLn 32$11.8M$12.4M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$119K$119K
Pay of current officers, directors and key staffLn 5$217K$217K
Other salaries and wagesLn 7$9.0M$8.0M$988K
Pension plan contributionsLn 8$507K$444K$63K
Other employee benefitsLn 9$1.8M$1.6M$169K
Payroll taxesLn 10$778K$680K$97K
Legal feesLn 11b$41K$41K
Accounting feesLn 11c$66K$16K$50K
Advertising and promotionLn 12$171K$137K$34K
Office expensesLn 13$640K$556K$84K
OccupancyLn 16$364K$319K$45K
TravelLn 17$260K$260K$83
Conferences, conventions and meetingsLn 19$41K$33K$8K
Depreciation, depletion and amortizationLn 22$81K$46K$35K
InsuranceLn 23$66K$61K$5K
Other expenses (24a–d)Ln 24$14.3M$14.3M
All other expensesLn 24e$1.1M$966K$126K
Total functional expensesLn 25$29.5M$27.6M$1.9M$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 Viewing $29.9M$29.5M$432K$12.4M 990 PDF
FY2022 $28.4M$27.9M$562K$11.8M 990 PDF
FY2021 $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 FY2023 990 (6 parts)
Part I · Summary $29,909,529 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $232,434$200,419
I-9 Program service revenuePrior year $28,189,093$29,653,070
I-10 Investment incomePrior year $9,407$45,464
I-11 Other revenuePrior year $17,371$10,576
I-12 Total revenuePrior year $28,448,305$29,909,529
I-13 Grants and similar amounts paidPrior year $116,808$118,645
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $11,584,314$12,284,761
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $16,185,478$17,074,103
I-18 Total expensesPrior year $27,886,600$29,477,509
I-19 Revenue less expensesPrior year $561,705$432,020
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 $29,909,529 across 7 lines filed
VIII-1f All other contributions, gifts and grants$200,419
VIII-1g Noncash contributions (included above)$20,355
VIII-1h Total contributions, gifts and grants$200,419
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $29,653,070$29,653,070
VIII-3 Investment incomeExcluded from tax $45,464$45,464
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $10,576$10,576
VIII-12 Total revenueRelated to mission $29,663,646 · Unrelated business $0 · Excluded from tax $45,464$29,909,529
Part IX · Statement of functional expenses $29,477,509 across 17 lines filed
IX-1 Grants to domestic organizationsPrograms $118,645$118,645
IX-5 Pay of current officers, directors and key staffManagement $217,039$217,039
IX-7 Other salaries and wagesPrograms $7,989,768 · Management $987,650$8,977,418
IX-8 Pension plan contributionsPrograms $443,925 · Management $63,395$507,320
IX-9 Other employee benefitsPrograms $1,635,986 · Management $169,463$1,805,449
IX-10 Payroll taxesPrograms $680,090 · Management $97,445$777,535
IX-11b Legal feesPrograms $41,359$41,359
IX-11c Accounting feesPrograms $16,176 · Management $49,624$65,800
IX-12 Advertising and promotionPrograms $136,925 · Management $34,093$171,018
IX-13 Office expensesPrograms $555,750 · Management $83,953$639,703
IX-16 OccupancyPrograms $318,621 · Management $45,448$364,069
IX-17 TravelPrograms $259,626 · Management $83$259,709
IX-19 Conferences, conventions and meetingsPrograms $33,475 · Management $7,774$41,249
IX-22 Depreciation, depletion and amortizationPrograms $46,137 · Management $34,875$81,012
IX-23 InsurancePrograms $61,243 · Management $4,968$66,211
IX-24 Other expenses (24a–d)Programs $14,251,885$14,251,885
IX-24e All other expensesPrograms $966,291 · Management $125,797$1,092,088
IX-25 Total functional expensesPrograms $27,555,902 · Management $1,921,607 · Fundraising $0$29,477,509
Part X · Balance sheet $17,087,362 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $500$292
X-2 Savings and temporary cash investmentsStart of year $9,634,363$7,049,836
X-4 Accounts receivableStart of year $4,950,178$7,405,784
X-9 Prepaid expenses and deferred chargesStart of year $321,548$344,836
X-10c Land, buildings and equipment, netStart of year $95,328$456,191
X-13 Program-related investmentsStart of year $5,000$5,000
X-15 Other assetsStart of year $6,033$1,825,423
X-16 Total assetsStart of year $15,012,950$17,087,362
X-17 Accounts payable and accrued expensesStart of year $2,655,235$2,579,323
X-19 Deferred revenueStart of year $534,330$279,611
X-25 Other liabilitiesStart of year $0$1,820,696
X-26 Total liabilitiesStart of year $3,189,565$4,679,630
X-27 Net assets without donor restrictionsStart of year $11,823,385$12,407,732
X-32 Total net assets or fund balancesStart of year $11,823,385$12,407,732
X-33 Total liabilities and net assetsStart of year $15,012,950$17,087,362
Part XI · Reconciliation of net assets $12,407,732 net assets at year end
XI-1 Total revenue$29,909,529
XI-2 Total expenses$29,477,509
XI-3 Revenue less expenses$432,020
XI-4 Net assets at start of year$11,823,385
XI-9 Other changes in net assets$152,327
XI-10 Net assets at end of year$12,407,732

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

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