Elderhouse INC

Tax-deductible

Norwalk, CT501(c)(3)Human ServicesEIN 06-0963343

To enhance the quality of life for aging adults and their caregivers through a broad range of trusted, compassionate, and enriching day services and home-based support.

501(c)(3) charity; gifts are tax-deductible.
85¢ of each $1 spent went to programs.
Run by 12 volunteers and 20 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · 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
4 of 5
filings with a surplus
Average surplus $135K a year · 11% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
85%
of spending
Looks good: 85% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$134K
to officers and key staff · 10% of spending
Top officer’s pay higher than 64% of similar orgs
Looks good: pay to officers and key staff is 10% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
6 mo
of spending, in cash
Looks good: 6.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
8
named funders · $93K
Looks good: 8 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$35K
1% of total assets
Looks good: liabilities are 1% 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
$1.6M
+13% vs prior year
Spent
$1.3M
To programs
85%
Net assets
$2.6M
By yearFY2021–FY2025
Revenue
$1.6M
FY2025▲ +13%
Revenue by fiscal year
FY2021$1.1M
FY2022$1.4M
FY2023$1.0M
FY2024$1.4M
FY2025$1.6M
Expenses
$1.3M
FY2025▲ +3%
Expenses by fiscal year
FY2021$953K
FY2022$1.1M
FY2023$1.1M
FY2024$1.2M
FY2025$1.3M
Net assets
$2.6M
FY2025▲ +13%
Net assets by fiscal year
FY2021$2.0M
FY2022$2.2M
FY2023$2.1M
FY2024$2.3M
FY2025$2.6M

From the FY2025 Form 990 (year ending June 2025) · figures checked against the IRS filing · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 1977.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

85 cents of each dollar spent went to programs.

Program services 85% · $1.1M Management & general 12% · $152K Fundraising 4% · $46K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Who runs it and what they're paid

16 people listed on the 990; $134K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Executive Director
$134,250Pt VII · Sec A
Vice President
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director as of 5/25
$0Pt VII · Sec A

Julia Schwartz-Leeper’s $134K as Executive Director is at the 64th percentile of top reported officer pay among 3868 $1–10M 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 · 3 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021
Julia Schwartz-Leeper$134,250$110,577———
Denise L Cesareo——$129,193$109,153—
Denise Cesareo————$125,934

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 Elderhouse INC executive salaries →

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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

Provides compassionate day services and home support to improve life for seniors and their caregivers.

Provided by the organization

This section is blank until Elderhouse INC claims this page.

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3 program services account for $1.1M of program spending, described in the organization's own filed words · FY2024.
01

Adult Day Services

Elderhouse adult day center is a state certified medical and social model adult day center. Our focus is to provide care for older adults with cognitive and or medical conditions that require supervision and personal care.

$817Kprogram expense
02

Adult Family Living Services

Elderhouse has provided support to caregivers for more than 40 years. We recognize that loving care starts in the home and is essential to the well-being of older seniors. To serve the growing number of individuals taking on the role of caregiving in their own home, elderhouse is an accredited provider of adult family living services.

$260Kprogram expense
03

Adult Day at Home

Home delivered meals and supportfirst began during the pandemic but remains available to those unable to attend in person daycare. Meal delivery combined with daily phone contact offers isolated qualified older adults, two nutritionally balanced meals plus a wellness call each day.

$13Kprogram 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
See all 8 funders →
Grants paid · 5 grants · $864K · 2020–2024
Unitemized GrantFY2024$232,758
Unitemized GrantFY2023$208,432
Unitemized GrantFY2022$132,135
Unitemized GrantFY2021$144,172
Unitemized GrantFY2020$146,180

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$1.6M
Ln 12
Fees for servicesLn 2g$872K
Gifts and grantsLn 1h$577K
Investment incomeLn 3$79K
Money outPt IX
$1.3M
Ln 25
Programscol B$1.1M
Managementcol C$152K
Fundraisingcol D$46K
Owns and owesPt X
$2.6M
net assets · Ln 32
Cash and savingsLn 1–2$645K
Total assetsLn 16$2.6M
LiabilitiesLn 26$35K
PeoplePt VI, VII
16
listed · VII A
PaidVII A1
Voting boardVI 1a15
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$577K
Government grantsLn 1e$284K
Noncash giftsLn 1g$5K
Fundraising eventsLn 1c$36K
Fees for servicesLn 2g$872K
Investment incomeLn 3$79K
Other incomeLn 4–11$24K
Gains on assetsLn 7$22K
Total revenueLn 12$1.6M
Assets in detailPt X, end of year
CashLn 1$165K
SavingsLn 2$479K
Cash and savings togetherLn 1–2$645K
InvestmentsLn 11–13$851K
Land, buildings, equipmentLn 10c$966K
Total assetsLn 16$2.6M
LiabilitiesLn 26$35K
Net assetsLn 32$2.6M
OperationsPt I, VI
EmployeesI 520
VolunteersI 612
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 FY25End FY25
Cash and savingsLn 1–2$584K$645K
InvestmentsLn 11–13$796K$851K
Land, buildings, equipmentLn 10c$884K$966K
Total assetsLn 16$2.3M$2.6M
LiabilitiesLn 26$30K$35K
Net assetsLn 32$2.3M$2.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$246K$246K
Pay of current officers, directors and key staffLn 5$149K$37K$74K$37K
Other salaries and wagesLn 7$497K$488K$6K$3K
Pension plan contributionsLn 8$15K$15K
Other employee benefitsLn 9$30K$29K$1K$533
Payroll taxesLn 10$60K$49K$7K$4K
Legal feesLn 11b$21K$21K
Accounting feesLn 11c$18K$18K
Investment management feesLn 11f$8K$8K
Other fees for servicesLn 11g$24K$23K$977$23
Advertising and promotionLn 12$5K$5K
Office expensesLn 13$14K$13K$514$520
Information technologyLn 14$10K$10K
OccupancyLn 16$19K$15K$4K
TravelLn 17$23K$23K
Conferences, conventions and meetingsLn 19$2K$2K
Depreciation, depletion and amortizationLn 22$43K$43K$870
InsuranceLn 23$24K$24K
Other expenses (24a–d)Ln 24$79K$79K
All other expensesLn 24e$1K$1K
Total functional expensesLn 25$1.3M$1.1M$152K$46K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $1.6M$1.3M$263K$2.6M 990 PDF
FY2024 $1.4M$1.2M$123K$2.3M 990 PDF
FY2023 $1.0M$1.1M−$121K$2.1M 990 PDF
FY2022 $1.4M$1.1M$282K$2.2M 990 PDF
FY2021 $1.1M$953K$126K$2.0M 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 FY2025 990 (4 parts)
Part VIII · Statement of revenue $1,551,389 across 10 lines filed
VIII-1c Fundraising events$35,663
VIII-1e Government grants$284,347
VIII-1f All other contributions, gifts and grants$256,918
VIII-1g Noncash contributions (included above)$5,352
VIII-1h Total contributions, gifts and grants$576,928
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $871,554$871,554
VIII-3 Investment incomeExcluded from tax $56,509$56,509
VIII-7 Net gain or loss on sales of assetsExcluded from tax $22,122$22,122
VIII-8 Net income from fundraising eventsExcluded from tax $24,276$24,276
VIII-12 Total revenueRelated to mission $871,554 · Unrelated business $0 · Excluded from tax $102,907$1,551,389
Part IX · Statement of functional expenses $1,288,814 across 20 lines filed
IX-2 Grants to domestic individualsPrograms $245,642$245,642
IX-5 Pay of current officers, directors and key staffPrograms $37,221 · Management $74,442 · Fundraising $37,220$148,883
IX-7 Other salaries and wagesPrograms $487,542 · Management $6,371 · Fundraising $3,059$496,972
IX-8 Pension plan contributionsPrograms $15,426$15,426
IX-9 Other employee benefitsPrograms $28,824 · Management $1,087 · Fundraising $533$30,444
IX-10 Payroll taxesPrograms $49,337 · Management $7,101 · Fundraising $3,539$59,977
IX-11b Legal feesManagement $20,771$20,771
IX-11c Accounting feesManagement $18,350$18,350
IX-11f Investment management feesManagement $7,782$7,782
IX-11g Other fees for servicesPrograms $22,563 · Management $977 · Fundraising $23$23,563
IX-12 Advertising and promotionPrograms $4,592$4,592
IX-13 Office expensesPrograms $13,010 · Management $514 · Fundraising $520$14,044
IX-14 Information technologyManagement $10,285$10,285
IX-16 OccupancyPrograms $15,066 · Management $3,767$18,833
IX-17 TravelPrograms $22,525$22,525
IX-19 Conferences, conventions and meetingsPrograms $2,441$2,441
IX-22 Depreciation, depletion and amortizationPrograms $42,614 · Management $870$43,484
IX-23 InsurancePrograms $24,160$24,160
IX-24 Other expenses (24a–d)Programs $79,373$79,373
IX-24e All other expensesFundraising $1,267$1,267
IX-25 Total functional expensesPrograms $1,090,336 · Management $152,317 · Fundraising $46,161$1,288,814
Part X · Balance sheet $2,637,237 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $549,664$165,389
X-2 Savings and temporary cash investmentsStart of year $34,810$479,498
X-3 Pledges and grants receivable$100,000
X-4 Accounts receivableStart of year $70,221$75,368
X-9 Prepaid expenses and deferred chargesStart of year $100$100
X-10c Land, buildings and equipment, netStart of year $884,177$965,966
X-11 Publicly traded securitiesStart of year $795,854$850,916
X-16 Total assetsStart of year $2,334,826$2,637,237
X-17 Accounts payable and accrued expensesStart of year $30,292$34,508
X-26 Total liabilitiesStart of year $30,292$34,508
X-27 Net assets without donor restrictionsStart of year $1,895,295$2,159,879
X-28 Net assets with donor restrictionsStart of year $409,239$442,850
X-32 Total net assets or fund balancesStart of year $2,304,534$2,602,729
X-33 Total liabilities and net assetsStart of year $2,334,826$2,637,237
Part XI · Reconciliation of net assets $2,602,729 net assets at year end
XI-1 Total revenue$1,551,389
XI-2 Total expenses$1,288,814
XI-3 Revenue less expenses$262,575
XI-4 Net assets at start of year$2,304,534
XI-5 Net unrealized gains (losses) on investments$35,620
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$2,602,729

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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