Elderhouse INC

Norwalk, CT · Public charity (501(c)(3)) · Human Services

✓ Tax-deductible Latest data FY2025
Revenue
$1.6M
▲ +13% vs prior year
Spent
$1.3M
To programs
85%
Net assets
$2.6M

Form 990 for the fiscal year ending June 2025 (IRS tax year 2024).

Figures match the IRS filing checked 9/22/26 · see original: IRS

Status and standing

Tax-deductible?
Yes
Per the IRS master file.
Can I give now?
No revocation on IRS record
Not on the IRS revocation list.
Filing up to date?
Filed FY2024 (typical filing lag)
Foundation funders?
8 funders, incl. Southwestern Connecticut Agency on Aging INC
$93K in the latest grant year.
Spent on programs?
85% to programs
Form 990 Part IX, latest filing.
Size and trend
$1–10M
↑ +13% vs prior year
Legal name (IRS)Hdr · item CElderhouse INC
EINHdr · item D06-0963343
Exempt statusHdr · item I501(c)(3) · active
Ruling yearIRS BMFAug 1977
Latest filingForm 990FY2025 · Form 990
Principal addressHdr · item CNorwalk, CT
NTEE classificationIRS BMFHuman Services (P71Z)
WebsiteHdr · item Jwww.elderhouse.org

Where the money goes

Statement of Functional Expenses

Part IX · allocated across program, management, and fundraising
Allocation · columns B–D
Program services $0.85 Management & general $0.12 Fundraising $0.04
Program services85%$1.1M
Management & general12%$152K
Fundraising4%$46K
Total functional expensesLn 25$1.3M

Financial health

Revenue & expenses by yearFY2021–FY2025
Revenue
$1.6M
FY2025▲ +13%
Expenses
$1.3M
FY2025▲ +3%
Program efficiency
85%
of spending reaches programs▼ -1% vs prior filing year
Operating runway
14.0mo
months of highly liquid reserves at operating expense rate▲ +5% vs prior filing year
Surplus margin
+17%
revenue over expenses, this year▲ +88% vs prior filing year

Summary of the Filing

Part I · fiscal year 2025 · Form 990
Total assets
$2.6M
FY2025▲ +13%
Total liabilities
$35K
FY2025▲ +14%
Revenue less expensesPt I · Ln 19$263K
Total assetsPt X · Ln 16$2.6M
Program-expense ratioPt IX · col B85%
Voting members of governing bodyPt I · Ln 315
Independent voting membersPt I · Ln 415

Balance Sheet

Part X · end of year
CashLn 1$645K
Total assetsLn 16$2.6M
Total liabilitiesLn 26$35K
Total net assetsLn 32$2.6M
Months of cash on handcomputed6.0

Statement of Revenue

Part VIII
Program service revenue$872K · 56%
Contributions & grants$577K · 37%
Investment income$79K · 5%
Other revenue$24K · 2%
Program service revenue56%$872K
Contributions & grants37%$577K
Investment income5%$79K
Other revenue2%$24K
— government grantsLn 1e$284K
Total revenueLn 12$1.6M

Financial Metrics

Form 990 · FY2025 · each ratio shown with the dollars behind it
Liquidity & Payout
Operating runway
Highly liquid reserves $1.5M · Operating expenses (Pt IX) $1.3M · Less non-cash grants $5K · Cash operating expenses/yr $1.3M
14.0 months
Where the money goes
Program services
Program services $1.1M · Total expenses $1.3M
85%
Management & General
Management & general $152K · Total expenses $1.3M
12%
Fundraising
Fundraising $46K · Total expenses $1.3M
4%
Cost to raise $1
Fundraising expense (3-yr avg) $45K · Solicited contributions (3-yr avg) $213K
$0.21 to raise $1 (3-yr avg)
Where the money comes from
Contribution dependence
Contributions & grants $577K · Total revenue $1.6M
37%
Government reliance
Government grants $284K · Total revenue $1.6M
18%
Earned-income share
Program service revenue $872K · Total revenue $1.6M
56%
Investment reliance
Investment income $79K · Total revenue $1.6M
+5%
Program self-sufficiency
Program service revenue $872K · Total expenses $1.3M
68%
Growth & trend
Revenue growth (YoY)
This year $1.6M · Prior year $1.4M
+13%
Revenue CAGR
FY2020 $1.1M · FY2024 $1.6M
+10%
Net-asset trend (YoY)
End of year $2.6M · Beginning of year —
Beginning net assets not meaningfully positive — showing dollar change
Balance sheet
Surplus Margin
Revenue $1.6M · Expenses $1.3M
+17%
Liabilities-to-Assets
Total liabilities — · Total assets $2.6M
—
Net-asset ratio
Net assets $2.6M · Total assets $2.6M
99%
Marketable Investment Share
Publicly traded securities (Pt X, ln 11) $851K · Other securities (Pt X, ln 12) — · Total assets (Pt X, ln 16) $2.6M
32%
People & payroll
Highest Reported Total Compensation
Individual Julia Schwartz-Leeper · Reported title EXECUTIVE DIRECTOR · Highest reported compensation $134K · Total expenses $1.3M
10%
Personnel share
Salaries, benefits & payroll (Pt IX 5-10) $752K · Total expenses $1.3M
58%
Peer comparison

Same NTEE category, revenue band, and state where available. Descriptive — not a grade.

MetricThis orgPeer medianPercentile
Program ratio 85%——
Overhead ratio 12%——
Fundraising cost ratio 8%——
Revenue growth 13%——
Investment management fee ratio 0.3%——
Legal fee ratio 2%——
Accounting fee ratio 1%——

Straight from the Form 990 — descriptive, not an evaluation. A ratio is hidden when its base is zero or too small to be meaningful; the dollars are always shown.

Leadership and pay

Officers, Directors & Key Employees

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 →

Are you one of these people? Claim this org to confirm your role

Governance & Policies

Part VI
Voting members of the governing bodyPt VI · Ln 1a15
Independent voting membersPt VI · Ln 1b15
Conflict-of-interest policyPt VI · Ln 12aYes
Whistleblower policyPt VI · Ln 13Yes
Document retention policyPt VI · Ln 14Yes
CEO/top-official compensation independently reviewedPt VI · Ln 15aYes
Family or business relationships among officers/directorsPt VI · Ln 2No

Mission and programs

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.

Know this organization? Claim it to add your story

Mission & Programs · Part III

Where the work happens

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

Run this program? Claim this org to tell your story

Funders

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

Filing history

YearRevenueExpensesChangeFiling
FY2025 Latest Viewing $1.6M$1.3M+13% 990 PDF
FY2024 $1.4M$1.2M+35% 990 PDF
FY2023 $1.0M$1.1M-25% 990 PDF
FY2022 $1.4M$1.1M+25% 990 PDF
FY2021 $1.1M$953K 990 PDF

Want to add your own materials alongside these filings? Claim this org

Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

Not shown yet: ratings, outcomes, and peer benchmarks. A Form 990 doesn’t report them.

Similar organizations you could support

Closest in mission — by what they do
See all organizations like Elderhouse INC →

Run this organization? Claim this page

Compare

Search another nonprofit to view revenue, expenses, assets, key metrics, and leaders side by side

Sources

Every figure above is drawn from these filings
Form 990 e-file (XML) · FY2025IRS
Classification, formation year, addressIRS Business Master File
Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.
Keep this kind of thing free
Keep public charity data easy to read.

Free to the public, because obviously. Like this? Pay it forward. Don't like this? Help us get better.

Card, Apple Pay or Google Pay through Stripe. One time.

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the peer-cohort and compensation comparisons above.