MYSTIC VALLEY AGING SERVICES INC Charity Report

Public IRS 990 nonprofit record

MYSTIC VALLEY AGING SERVICES INC

EIN 04-2562646 · Human Services (P81Z)

What they do

MYSTIC VALLEY AGING SERVICES is AN ORGANIZATION THAT is SET UP to ASSIST ELIGIBLE OLDER RESIDENTS and ADULTS LIVING WITH DISABILITIES WITH A RANGE of SERVICES THAT WILL ENHANCE THEIR QUALITY of LIFE and ALLOW THEM to LIVE WITH DIGNITY and RESPECT.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $96.70 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders32 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

95.75%of revenue went to mission work96.7% of expenses · Program services

0.27%of revenue went to fundraising0.3% of expenses

$99.04spent for every $100 of revenueRevenue covered expenses this year.

3.01%of revenue went to management and office costs3.0% of expenses

$0.37in assets for every $1 spent this yearSome assets cannot be spent right away.

82.2%of its money came from giftsOther money may come from services or investments.

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Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $296,043 for LISA GURGONE (CHIEF EXECUTIVE OFFICER). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$133,883,427

Mission workProgram services$128,197,22195.75% of revenue96.7% of expenses

ManagementOffice and general costs$4,029,9893.01% of revenue3.0% of expenses

FundraisingAsking for donations$364,6840.27% of revenue0.3% of expenses

Revenue left after expensesReported annual surplus$1,291,5330.96% of revenueShown in gray on the chart

Total expenses$132,591,89499.04% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 96.7% mission · 3.0% management · 0.3% fundraisingTotal expenses: 99.04% of revenue

2023Expense mix: 96.7% mission · 3.0% management · 0.2% fundraisingTotal expenses: 98.71% of revenue

2022Expense mix: 96.9% mission · 2.8% management · 0.3% fundraisingTotal expenses: 100.62% of revenue

2021Expense mix: 97.0% mission · 2.7% management · 0.3% fundraisingTotal expenses: 96.64% of revenue

2020Expense mix: 96.9% mission · 2.8% management · 0.3% fundraisingTotal expenses: 98.25% of revenue

2019Expense mix: 96.6% mission · 3.0% management · 0.4% fundraisingTotal expenses: 99.29% of revenue

2018Expense mix: 96.6% mission · 3.1% management · 0.3% fundraisingTotal expenses: 100.69% of revenue

2017Expense mix: 96.4% mission · 3.3% management · 0.3% fundraisingTotal expenses: 99.92% of revenue

Money in and money out

Revenue$133,883,427

Expenses$132,591,894

Annual surplus $1,291,533 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$128,197,221 · 96.7% of expenses

Management and office costs$4,029,989 · 3.0% of expenses

Fundraising$364,684 · 0.3% of expenses

See all reported dollar amounts

Revenue$133,883,427

Expenses$132,591,894

Assets$48,521,801

Income$123,184,449

Contributions$110,070,685

Mission work (program services)$128,197,221

Fundraising$364,684

Grants given$763,607

Average grant$21,211

Management and general$4,029,989

Stocks and bonds$7,374,868

Accounting fees$92,198

Investing fees$53,217

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

LISA GURGONECHIEF EXECUTIVE OFFICER · 35 hrs/week $296,043Base $285,479 · Other $10,564

SEAN HUBACZCHIEF FINANCIAL OFFICER · 35 hrs/week $283,895Base $230,648 · Other $53,247

LESLEY NOLANCHIEF OPERATING OFFICER · 35 hrs/week $235,641Base $218,017 · Other $17,624

JOANNE SOLAZZODIRECTOR OF CLIENT SERVICES · 35 hrs/week $211,203Base $200,716 · Other $10,487

ELIZABETH CRIMMINSMASS AGING ACCESS ED · 35 hrs/week $208,673Base $168,542 · Other $40,131

ALEX JURKEVICHIT MANAGER · 35 hrs/week $205,316Base $160,698 · Other $44,618

BRIAN MCDONALDPROTECTIVE SERVICES DIRECTOR · 35 hrs/week $164,827Base $154,297 · Other $10,530

JENNIFER VANASSEDIRECTOR OF DEVELOPMENT · 35 hrs/week $163,431Base $120,599 · Other $42,832

AMY CATALDODIRECTOR OF INTEGRATED CARE · 35 hrs/week $154,635Base $134,712 · Other $19,923

CLARITZA BATISTAHUMAN RESOURCES DIRECTOR · 35 hrs/week $143,568Base $127,917 · Other $15,651

ROZA BUDILOVSKYNURSE MANAGER · 35 hrs/week $141,744Base $121,936 · Other $19,808

LISA JIMENEZDIRECTOR OF NURSING & CLINICAL CARE · 35 hrs/week $140,063Base $124,638 · Other $15,425

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (32)

LISA GURGONECHIEF EXECUTIVE OFFICER

SEAN HUBACZCHIEF FINANCIAL OFFICER

LESLEY NOLANCHIEF OPERATING OFFICER

JOANNE SOLAZZODIRECTOR OF CLIENT SERVICES

ELIZABETH CRIMMINSMASS AGING ACCESS ED

ALEX JURKEVICHIT MANAGER

BRIAN MCDONALDPROTECTIVE SERVICES DIRECTOR

JENNIFER VANASSEDIRECTOR OF DEVELOPMENT

AMY CATALDODIRECTOR OF INTEGRATED CARE

CLARITZA BATISTAHUMAN RESOURCES DIRECTOR

ROZA BUDILOVSKYNURSE MANAGER

LISA JIMENEZDIRECTOR OF NURSING & CLINICAL CARE

KATHRYN L DIXONDIRECTOR

JOANNE M PUOPOLODIRECTOR

KRISTEN SPENCEDIRECTOR

KRISTIN AHLMANDIRECTOR

PAMELA L KELLYVICE PRESIDENT

SARITIN E RIZZUTOTREASURER

SUSAN BUCKLEYDIRECTOR

TRACY NOWICKIDIRECTOR

KATHLEEN M BEAULIEUDIRECTOR

JUDITH A WHATLEYDIRECTOR

JON E NORTONDIRECTOR

JANICE T HOUGHTONDIRECTOR

JANICE DONATELLICLERK

JAMES E OOSTERMANDIRECTOR

EDWARD ROCHADIRECTOR

DAVID KELLEYDIRECTOR

CHARLES W RANDALLDIRECTOR

CAROLYN E LIGHTBURNDIRECTOR

BRIAN C SNELLPRESIDENT

ALLAN I ALPERTDIRECTOR

About this charity

Recognized since: January 1977
Location: 300 COMMERCIAL STREET 19, MALDEN, MA 02148
County: Middlesex
In care of: JANICE T HOUGHTON
Primary officer: JANICE T HOUGHTON, PRESIDENT

How to reach them

WebsiteVisit the charity’s website Emailinfo@mves.org Phone(781) 324-7705

Filing and classification

Latest tax year: 2024
Tax period began: July 1, 2024
Return type: 990
Tax preparer: CITRIN COOPERMAN ADVISORS LLC
NTEE classification: Human Services (P81Z)
Grant-giving organization: Yes