Civic Intelligence

Seniorsplus

EIN 01-0317103 • 501(c)3 • Lewiston, ME

Profile

Seniorsplus' mission is to enrich the lives of older adults, adults with disabilities, caregivers and family members by supporting their independence, dignity and quality of life. As both the agency on aging for androscoggin, franklin and oxford counties and home care coordination agency for the state, seniorsplus provides information and referral education and support services in a reliable and coordinated manner.

8 Falcon RoadLewiston, ME 04240

www.seniorsplus.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

61st percentile

0.33x

Higher debt load relative to assets than 61% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

27th percentile

0.11x

Higher debt load relative to revenue than 27% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2023

Net Margin

43rd percentile

2.0%

Higher net margin than 43% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

77th percentile

16%

Faster asset growth than 77% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

55th percentile

9.1%

Faster revenue growth than 55% of similar nonprofits.

501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Assets

Up

$10,585,387

Up $244,566 (+2.4%) from 2023

Liabilities

Down

$3,206,075

Down $193,366 (-5.7%) from 2023

Net Assets

Up

$7,379,312

Up $437,932 (+6.3%) from 2023

Revenue

Up

$34,810,543

Up $4,005,978 (+13%) from 2023

Expenses

Up

$34,441,408

Up $4,267,953 (+14%) from 2023

Net Income

Down

$369,135

Down $261,975 (-42%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$15M$10M$5.0M$0Assets 2011: $5,637,500Liabilities 2011: $2,561,844Net Assets 2011: $3,075,6562011Assets 2012: $5,831,784Liabilities 2012: $2,712,367Net Assets 2012: $3,119,4172012Assets 2013: $4,597,559Liabilities 2013: $1,347,051Net Assets 2013: $3,250,5082013Assets 2014: $6,091,690Liabilities 2014: $2,766,471Net Assets 2014: $3,325,2192014Assets 2015: $6,269,457Liabilities 2015: $2,871,690Net Assets 2015: $3,397,7672015Assets 2016: $7,097,445Liabilities 2016: $3,348,672Net Assets 2016: $3,748,7732016Assets 2017: $6,376,342Liabilities 2017: $3,075,560Net Assets 2017: $3,300,7822017Assets 2018: $7,043,598Liabilities 2018: $3,477,462Net Assets 2018: $3,566,1362018Assets 2019: $6,146,449Liabilities 2019: $2,345,142Net Assets 2019: $3,801,3072019Assets 2020: $9,724,306Liabilities 2020: $5,559,416Net Assets 2020: $4,164,8902020Assets 2021: $8,510,037Liabilities 2021: $2,949,291Net Assets 2021: $5,560,7462021Assets 2022: $8,910,794Liabilities 2022: $2,656,653Net Assets 2022: $6,254,1412022Assets 2023: $10,340,821Liabilities 2023: $3,399,441Net Assets 2023: $6,941,3802023Assets 2024: $10,585,387Liabilities 2024: $3,206,075Net Assets 2024: $7,379,3122024

Highlighted filing

2024

Assets$10,585,387
Liabilities$3,206,075
Net Assets$7,379,312

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40M$30M$20M$10M$0-$10MExpenses 2011: $20,422,5422011Expenses 2012: $17,039,2912012Revenue 2013: $17,715,746Expenses 2013: $17,584,655Net Income 2013: $131,0912013Revenue 2014: $18,146,715Expenses 2014: $18,072,004Net Income 2014: $74,7112014Revenue 2015: $18,996,811Expenses 2015: $18,924,263Net Income 2015: $72,5482015Revenue 2016: $21,134,413Expenses 2016: $20,783,407Net Income 2016: $351,0062016Revenue 2017: $21,961,642Expenses 2017: $22,409,633Net Income 2017: -$447,9912017Revenue 2018: $22,507,354Expenses 2018: $22,242,000Net Income 2018: $265,3542018Revenue 2019: $23,337,229Expenses 2019: $23,102,058Net Income 2019: $235,1712019Revenue 2020: $25,450,304Expenses 2020: $25,078,264Net Income 2020: $372,0402020Revenue 2021: $30,332,284Expenses 2021: $29,039,822Net Income 2021: $1,292,4622021Revenue 2022: $28,228,378Expenses 2022: $27,325,414Net Income 2022: $902,9642022Revenue 2023: $30,804,565Expenses 2023: $30,173,455Net Income 2023: $631,1102023Revenue 2024: $34,810,543Expenses 2024: $34,441,408Net Income 2024: $369,1352024

Highlighted filing

2024

Revenue$34,810,543
Expenses$34,441,408
Net Income$369,135

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.6$3.21$7.38$34.8$34.4$0.37
2023Detailed filing. Detailed filing data is available for this year.$10.3$3.40$6.94$30.8$30.2$0.63
2022Detailed filing. Detailed filing data is available for this year.$8.91$2.66$6.25$28.2$27.3$0.90
2021Detailed filing. Detailed filing data is available for this year.$8.51$2.95$5.56$30.3$29.0$1.29
2020Detailed filing. Detailed filing data is available for this year.$9.72$5.56$4.16$25.5$25.1$0.37
2019Detailed filing. Detailed filing data is available for this year.$6.15$2.35$3.80$23.3$23.1$0.24
2018Detailed filing. Detailed filing data is available for this year.$7.04$3.48$3.57$22.5$22.2$0.27
2017Detailed filing. Detailed filing data is available for this year.$6.38$3.08$3.30$22.0$22.4$0.45
2016Detailed filing. Detailed filing data is available for this year.$7.10$3.35$3.75$21.1$20.8$0.35
2015Detailed filing. Detailed filing data is available for this year.$6.27$2.87$3.40$19.0$18.9$0.07
2014Detailed filing. Detailed filing data is available for this year.$6.09$2.77$3.33$18.1$18.1$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.60$1.35$3.25$17.7$17.6$0.13
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.83$2.71$3.12$17.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.64$2.56$3.08$20.4
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Feb 28, 2025
Return Version
2023v6.0
Gross Receipts
$35,097,047
Mission and Program Overview

Mission

Seniorsplus' mission is to enrich the lives of older adults, adults with disabilities, caregivers and family members by supporting their independence, dignity and quality of life. As both the agency on aging for androscoggin, franklin and oxford counties and home care coordination agency for the state, seniorsplus provides information and referral education and support services in a reliable and coordinated manner.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable-$3,348,182-
Savings and Temporary Cash Investments$2,023,545$2,417,537▲ $393,992
Cash and Non-Interest-Bearing Accounts$1,999,748$1,900,456▼ $99,292
Land, Buildings, and Equipment, Net$1,334,650$1,265,259▼ $69,391
Investments in Publicly Traded Securities$964,200$1,058,055▲ $93,855
Pledges and Grants Receivable$3,886,655$498,036▼ $3,388,619
Prepaid Expenses and Deferred Charges$132,023$79,565▼ $52,458
Inventories for Sale or Use-$18,297-
Total Assets$10,340,821$10,585,387▲ $244,566
Liabilities
Accounts Payable and Accrued Expenses$3,049,216$2,778,845▼ $270,371
Deferred Revenue$350,225$427,230▲ $77,005
Total Liabilities$3,399,441$3,206,075▼ $193,366
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,772,000$7,208,281▲ $436,281
Net Assets With Donor Restrictions$169,380$171,031▲ $1,651
Total Net Assets Fund Balance$6,941,380$7,379,312▲ $437,932
Total Liabilities and Net Assets / Fund Balance$10,340,821$10,585,387▲ $244,566

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$865,730$1,183,927$2,049,657
Equipment$19,151$456,141$475,292
Land$290,289-$290,289
Other Land Buildings$89,086-$89,086
Leasehold Improvements$1,003$19,922$20,925
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Betsy Sawyer-manterPresident anFT$186,960$14,371$201,331
Betsy Sawyer-manterPresident and CEO-$186,960$14,371$201,331
Christiane CornishChroFT$120,946$15,664$136,610
Brian LacroixCFOFT$111,250$19,143$130,393
Heather DavisCOOFT$113,788$10,233$124,021

Board Members and Trustees

NameTitle
Robert KirchherrChair
Holly ZielinskiVice Chair
Colleen FournierDirector
Gary McgraneDirector
John JennessDirector
Judy RawlingsDirector
Lee BerryDirector
Marie SamsonDirector
Nancy AllenDirector
Roger FullerDirector
Don BerrySecretary
Dustin WardTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Second SolutionsClient Care455 MAIN ST, SUITE 220, Springvale, ME 04083$862,479
Heaven Sent Home Care LLCClient Care14 SPRING ST, Nashua, NH 03060$791,691
In-home CareClient Care8 FLEMMING ST, Lincoln, ME 04457$776,471
In Home Senior Services INCClient Care7 RAILROAD AVENUE, Gorham, ME 04038$721,935
Dignity CareClient CarePO BOX 3291, Brewer, ME 04412$721,187
Revenue and Support

Revenue Composition

Contributions and Grants
$3,516,451
Program Service Revenue
$30,986,315
Investment Income
$100,310
Other Revenue
$207,467
All Other Contributions
$205,282
Change in Net Assets
$369,135

Audited Revenue Reconciliation

Revenue per Audited Statements
$34,815,228
Revenue Not Reported on Financial Statements
$-4,685
Revenue Not Reported on Form 990
$58,962
Other Revenue Adjustments
$-4,685
Total Revenue per Audited Statements
$34,874,190
Total Revenue per Form 990
$34,810,543
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$25,329,676
Salaries, Compensation, and Employee Benefits$7,270,574
Grants and Similar Amounts Paid$1,841,158
Total Fundraising Expense$161,961
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,449,397$886,292$81,388$5,417,077
Grants to Domestic Individuals$1,618,388--$1,618,388
Other Employee Benefits$1,120,433$223,007$20,485$1,363,925
Information Technology$389,360$82,508$7,363$479,231
Current Officers, Directors, Trustees, and Key Employees$35,593$302,540$17,796$355,929
All Other Expenses$142,845$88,217$9,042$240,104
Grants to Domestic Orgs$222,770--$222,770
Occupancy$100,309$39,966$1,194$141,469
Pension Plan Contributions$109,785$21,851$2,007$133,643
Other Expenses$8,860$118,261-$127,121
Depreciation Depletion$89,979$35,849$1,071$126,899
Office Expenses$88,002$29,659$7,564$125,225
Travel$104,264$10,936$24$115,224
Insurance$42,514$16,759-$59,273
Fees for Services Other$12,570$45,460-$58,030
Fees for Services Accounting$24,707$25,084-$49,791
Advertising$11,049$13,033$13,393$37,475
Conferences and Meetings$6,371$10,639$634$17,644
Fees for Service Investment Mgmnt Fees-$9,835-$9,835
Total Functional Expenses$32,312,895$1,966,552$161,961$34,441,408

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$34,441,408
Total Expenses per Audited Statements$34,436,258
Expenses per Audited Statements$34,431,573
Expenses Not Reported on Financial Statements$9,835
Other Expense Adjustments$9,835
Expenses Not Reported on Form 990$4,685
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
3i HomeDurham, ME501c3Community Based Serv$155,000
LEGAL SERVICES FOR MAINE'S ELDERSAugusta, ME501c3Legal Services$38,400
University of PittsburghPittsburgh, PA501c3Human Subject Study$20,530
Eastern Area Agency on AgingBrewer, ME501c3Adrd Supportive Serv$8,840
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$4,685
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The audit/finance committee of the board approves the form 990 and then notifies the full board once approved.

Form 990, Page 6, Part VI, Line 12C

The organization has a conflict of interest policy and it is reviewed and signed annually by the individual members of the board.

Form 990, Page 6, Part VI, Line 15A

The compensation for the executive director is set by the board of directors. External market survey data provided by the human resources director is used for comparable data and the decision is made within scheduled board meetings during an executive session. Human resources files have the documentation of the decision.

Form 990, Page 6, Part VI, Line 19

The organization's form 990 is available at the organization's home office upon request and can also be found on the guidestar website.

Filing and Contact Details

Filer

Filer Name
Seniorsplus
EIN
01-0317103
Phone
2077954010
Address
8 FALCON ROAD, LEWISTON, ME 04240

Signing Officer

Name
Betsy Sawyer-manter
Title
President and CEO
Phone
2075133735
Signed
2025-02-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Betsy Sawyer-manter
Formed
1972
Legal Domicile
Me
Voting Board Members
12
Independent Board Members
12
Employees
166

Preparer

Firm
One River Cpas
Address
46 FIRSTPARK DRIVE, OAKLAND, ME 04963-5362
Preparer
Brett R Jensen CPA
Phone
2078731603
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

Seniorsplus' mission is to enrich the lives of older adults, adults with disabilities, caregivers and family members by supporting their independence, dignity and quality of life. As both the agency on aging for androscoggin, franklin and oxford counties and home care coordination agency for the state, seniorsplus provides information and referral education and support services in a reliable and coordinated manner.

Form 990, Page 2, Part III, Line 4A

In-home care coordination and services: on behalf of the state of maine, seniorsplus acts as the home-care coordination agency for eligible individuals choosing to receive long-term care services in their homes rather than at a long-term care facility. Seniorsplus provides the ongoing care management and oversight for each individuals' authorized plans of care that determine what long-term supportive services are needed to keep them safely at home. With the individual's consent, seniorsplus arranges for providers from their provider network to deliver the in-home services. Seniorsplus also provides the administrative support for the provider's claims and payments including quality auditing of the providers and the invoicing and collection of individuals' copayments.

Form 990, Page 2, Part III, Line 4B

Nutrition: seniorsplus annually serves older adults a daily, nutritiously balanced meal through a group dining site or by home delivery within seniorsplus' three county service area. Of the meals served, one quarter are at dining sites opened up five times a week and operated by paid staff and volunteers. The remaining three-quarters of the meals are delivered to eligible individuals to their homes by paid staff and volunteers. Deliveries may be as often as five times a week or in some rural areas, once a week providing one hot meal and four frozen meals. Emergency meals are also provided in the event a delivery day can not be met due to inclement weather. All meals are provided in the kitchen facility with paid staff and volunteers and then distributed to various drop-off points for further delivery by the paid staff and volunteers. Each meal provides one- third of the required intake for older adults.

Form 990, Page 2, Part III, Line 4C

Social services and benefits counseling: under the primary authorization and funding of the older americans act, seniorsplus delivers the services of the designated area agency on aging and an aging and disability resources center for individuals within the three county service area, addressing all issues pertaining to aging and disabilities, seniorsplus staff and volunteers provide information and assistance, resource referrals, medicare and medicaid health insurance counseling, benefits application assistance and community education on health and wellness, personal safety, money management and fraud protection, long-term care planning and other topics. Individuals may access services over the telephone or website, at the seniorsplus offices and education center, in their homes, at a community site and through scheduled stops of seniorplus' mobile office van.

Form 990, Page 2, Part III, Line 4D

Caregiver program for the elderly.

Form 990, Part XI, Line 9

Investment management fees -9,835 fundraising event expenses 4,685 fundraising event expenses -4,685 investment management fees 9,835

Financial Statement Notes

Schedule D, Page 3, Part X

The agency is exempt from federal income taxes under section 501(c)(3) of the u.s. Internal revenue code. Management has determined that the agency does not have any uncertain tax positions and associated unrecognized benefits or liabilities that materially impact the consolidated financial statements or related disclosures. Since tax matters are subject to same degree of uncertainty, there can be no assurance that the agencys tax returns will not be challenged by the taxing authorities and that the agency will not be subject to additional tax, penalties, and interest because of such challenge. The agencys tax returns remain subject to examination for three years after they were filed.

Schedule D, Page 4, Part XI, Line 2D

Investment management fees -9,835

Schedule D, Page 4, Part XI, Line 4B

Fundraising event expenses -4,685

Schedule D, Page 4, Part XII, Line 2D

Fundraising event expenses 4,685

Schedule D, Page 4, Part XII, Line 4B

Investment management fees 9,835

Raw XML AppendixShowing 400 of 688 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ProgSrvcAccomActy2Grp/Desc0NUTRITION: SENIORSPLUS ANNUALLY SERVES OLDER ADULTS A DAILY, NUTRITIOUSLY BALANCED MEAL THROUGH A GROUP DINING SITE OR BY HOME DELIVERY WITHIN SENIORSPLUS' THREE COUNTY SERVICE AREA. OF THE MEALS SERVED, ONE QUARTER ARE AT DINING SITES OPENED UP FIVE TIMES A WEEK AND OPERATED BY PAID STAFF AND VOLUNTEERS. THE REMAINING THREE-QUARTERS OF THE MEALS ARE DELIVERED TO ELIGIBLE INDIVIDUALS TO THEIR HOMES BY PAID STAFF AND VOLUNTEERS. DELIVERIES MAY BE AS OFTEN AS FIVE TIMES A WEEK OR IN SOME RURAL AREAS, ONCE A WEEK PROVIDING ONE HOT MEAL AND FOUR FROZEN MEALS. EMERGENCY MEALS ARE ALSO PROVIDED IN THE EVENT A DELIVERY DAY CAN NOT BE MET DUE TO INCLEMENT WEATHER. ALL MEALS ARE PROVIDED IN THE KITCHEN FACILITY WITH PAID STAFF AND VOLUNTEERS AND THEN DISTRIBUTED TO VARIOUS DROP-OFF POINTS FOR FURTHER DELIVERY BY THE PAID STAFF AND VOLUNTEERS. EACH MEAL PROVIDES ONE- THIRD OF THE REQUIRED INTAKE FOR OLDER ADULTS.
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IRS990/ProgSrvcAccomActy3Grp/Desc0SOCIAL SERVICES AND BENEFITS COUNSELING: UNDER THE PRIMARY AUTHORIZATION AND FUNDING OF THE OLDER AMERICANS ACT, SENIORSPLUS DELIVERS THE SERVICES OF THE DESIGNATED AREA AGENCY ON AGING AND AN AGING AND DISABILITY RESOURCES CENTER FOR INDIVIDUALS WITHIN THE THREE COUNTY SERVICE AREA, ADDRESSING ALL ISSUES PERTAINING TO AGING AND DISABILITIES, SENIORSPLUS STAFF AND VOLUNTEERS PROVIDE INFORMATION AND ASSISTANCE, RESOURCE REFERRALS, MEDICARE AND MEDICAID HEALTH INSURANCE COUNSELING, BENEFITS APPLICATION ASSISTANCE AND COMMUNITY EDUCATION ON HEALTH AND WELLNESS, PERSONAL SAFETY, MONEY MANAGEMENT AND FRAUD PROTECTION, LONG-TERM CARE PLANNING AND OTHER TOPICS. INDIVIDUALS MAY ACCESS SERVICES OVER THE TELEPHONE OR WEBSITE, AT THE SENIORSPLUS OFFICES AND EDUCATION CENTER, IN THEIR HOMES, AT A COMMUNITY SITE AND THROUGH SCHEDULED STOPS OF SENIORPLUS' MOBILE OFFICE VAN.
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IRS990/ProgSrvcAccomActyOtherGrp/Desc0CAREGIVER PROGRAM FOR THE ELDERLY.
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