SOUTHWESTERN CT AGENCY ON AGING INC Charity Report

Public IRS 990 nonprofit record

SOUTHWESTERN CT AGENCY ON AGING INC

EIN 06-0916407 · Human Services (P810)

What they do

SWCAA is THE TRUSTED SOURCE of ADVOCACY, INFORMATION, and ACCESS to CARE for OLDER and VULNERABLE ADULTS THAT PROVIDES RESOURCES to STRENGTHEN THE REGIONAL AGING NETWORK. SWCAA ENVISIONS A COMMUNITY WHERE ALL ADULTS HAVE ACCESS to THE LONG TERM CARE SUPPORTS and SERVICES THAT HELP THEM THRIVE and LIVE WITH DIGNITY IN THE SETTING of THEIR CHOICE.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $92.80 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 leaders25 people are listed in the latest report.

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

Money made simple

90.87%of revenue went to mission work92.8% of expenses · Program services

$97.95spent for every $100 of revenueRevenue covered expenses this year.

7.09%of revenue went to management and office costs7.2% of expenses

$0.55in assets for every $1 spent this yearSome assets cannot be spent right away.

43.5%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

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 $210,064 for MARIE ALLEN (PRESIDENT / CEO). 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$17,140,201

Mission workProgram services$15,574,68390.87% of revenue92.8% of expenses

ManagementOffice and general costs$1,214,7787.09% of revenue7.2% of expenses

FundraisingAsking for donations0.00% of revenue0.0% of expenses

Revenue left after expensesReported annual surplus$350,7402.05% of revenueShown in gray on the chart

Total expenses$16,789,46197.95% 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: 92.8% mission · 7.2% management · 0.0% fundraisingTotal expenses: 97.95% of revenue

2023Expense mix: 93.4% mission · 6.6% management · 0.0% fundraisingTotal expenses: 97.76% of revenue

2022Expense mix: 93.3% mission · 6.7% management · 0.0% fundraisingTotal expenses: 99.40% of revenue

2021Expense mix: 93.7% mission · 6.3% management · 0.0% fundraisingTotal expenses: 97.19% of revenue

2020Expense mix: 94.0% mission · 6.0% management · 0.0% fundraisingTotal expenses: 91.62% of revenue

2019Expense mix: 92.5% mission · 7.5% management · 0.0% fundraisingTotal expenses: 98.52% of revenue

2018Expense mix: 91.7% mission · 8.3% management · 0.0% fundraisingTotal expenses: 99.08% of revenue

2016Expense mix: 91.8% mission · 8.2% management · 0.0% fundraisingTotal expenses: 100.26% of revenue

Money in and money out

Revenue$17,140,201

Expenses$16,789,461

Annual surplus $350,740 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)$15,574,683 · 92.8% of expenses

Management and office costs$1,214,778 · 7.2% of expenses

See all reported dollar amounts

Revenue$17,140,201

Expenses$16,789,461

Assets$9,231,179

Income$17,206,849

Contributions$7,450,426

Mission work (program services)$15,574,683

Grants given$32,731,795

Average grant$136,382

Management and general$1,214,778

Stocks and bonds$2,052,738

Accounting fees$31,737

Investing fees$17,092

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

MARIE ALLENPRESIDENT / CEO · 40 hrs/week $210,064Base $164,755 · Other $45,309

CYNTHIA MAJERSKYDIRECTOR, COMMUNITY OPTIONS · 40 hrs/week $185,450Base $113,075 · Other $72,375

MARY DONNELLYDIRECTOR, CARE MANAGEMENT · 40 hrs/week $154,531Base $130,938 · Other $23,593

STEPHANIE MINCEYSYSTEMS ADMINISTRATOR · 40 hrs/week $149,760Base $112,033 · Other $37,727

RACHAEL HARVEYFINANCE DIRECTOR · 40 hrs/week $92,654

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 (25)

MARIE ALLENPRESIDENT / CEO

CYNTHIA MAJERSKYDIRECTOR, COMMUNITY OPTIONS

MARY DONNELLYDIRECTOR, CARE MANAGEMENT

STEPHANIE MINCEYSYSTEMS ADMINISTRATOR

RACHAEL HARVEYFINANCE DIRECTOR

LIZA ESTEVEZDIRECTOR

TERRY GIEGENGACKDIRECTOR JOINED 10/01/24

SUE BRANNELLY MARTINSECRETARY

STEPHEN GRAMPSDIRECTOR THRU 09/30/25

STEPHANIE ROSSDIRECTOR

STEPHANIE PAULMENODIRECTOR THRU 09/30/25

RANDIE KATZDIRECTOR JOINED 10/01/24

PENNY YOUNGDIRECTOR

PAMELA HOFFMANDIRECTOR

A MARJOLIJN BAXENDALECHAIRMAN THRU 09/30/25

KEVIN KELLY ESQDIRECTOR

KATHLEEN BORDELONDIRECTOR THRU 09/30/25

KATE MAXHAMVICE CHAIRMAN

JULIE DEMARCODIRECTOR JOINED 10/01/24

JEANETTE BOGDANVICE CHAIRMAN

ELLEN ABENDTREASURER

DONNA SPELLMANDIRECTOR JOINED 10/01/24

CARL GLAD ESQDIRECTOR

ASHA SCHERDIRECTOR JOINED 10/01/24

ANN MARIE HYNES ESQDIRECTOR

About this charity

Recognized since: January 1974
Location: 1000 LAFAYETTE BLVD FL 9, BRIDGEPORT, CT 06604-4715
County: Fairfield
In care of: MARIE ALLEN
Primary officer: MARIE ALLEN, PRESIDENT / CEO

How to reach them

WebsiteVisit the charity’s website Emailinfo@swcaa.org Phone(203) 333-9288

Filing and classification

Latest tax year: 2024
Tax period began: October 1, 2024
Return type: 990
Tax preparer: PKF OCONNOR DAVIES ADVISORY LLC
NTEE classification: Human Services (P810)
Grant-giving organization: Yes