Civic Intelligence

Southern Maine Agency on Aging

EIN 01-0360259 • 501(c)3 • Biddeford, ME

View Organization Page

Profile

The Southern Maine Agency on Aging is the focal point in Cumberland and York counties for resources, services and information to empower older adults, adults with disabilities, and their caregivers to live to their fullest potential.

30 Barra RoadBiddeford, ME 04005

www.smaaa.org

Siviq Scores

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

Liabilities / Assets

66th percentile

0.27x

Higher debt load relative to assets than 66% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.25x

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

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

44th percentile

1.9%

Higher net margin than 44% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

74th percentile

$200,018

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

69th percentile

11%

Faster asset growth than 69% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

66th percentile

17%

Faster revenue growth than 66% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$7,203,271

Up $727,633 (+11%) from 2023

Liabilities

Up

$1,974,034

Up $350,666 (+22%) from 2023

Net Assets

Up

$5,229,237

Up $376,967 (+7.8%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin44th percentile

Revenue

Up

$7,834,779

Up $1,157,602 (+17%) from 2023

Expenses

Up

$7,684,313

Up $1,088,390 (+17%) from 2023

Net Income

Up

$150,466

Up $69,212 (+85%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth69th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $3,902,553Liabilities 2011: $1,483,815Net Assets 2011: $2,418,7382011Assets 2012: $4,105,689Liabilities 2012: $1,394,605Net Assets 2012: $2,711,0842012Assets 2013: $4,586,999Liabilities 2013: $1,460,183Net Assets 2013: $3,126,8162013Assets 2014: $6,131,880Liabilities 2014: $1,344,025Net Assets 2014: $4,787,8552014Assets 2015: $6,181,176Liabilities 2015: $1,289,976Net Assets 2015: $4,891,2002015Assets 2016: $7,325,558Liabilities 2016: $2,666,463Net Assets 2016: $4,659,0952016Assets 2017: $6,753,792Liabilities 2017: $2,555,393Net Assets 2017: $4,198,3992017Assets 2018: $6,481,887Liabilities 2018: $2,619,632Net Assets 2018: $3,862,2552018Assets 2019: $5,871,966Liabilities 2019: $2,557,543Net Assets 2019: $3,314,4232019Assets 2020: $7,093,169Liabilities 2020: $3,649,126Net Assets 2020: $3,444,0432020Assets 2021: $6,278,600Liabilities 2021: $1,643,819Net Assets 2021: $4,634,7812021Assets 2022: $6,670,044Liabilities 2022: $2,014,686Net Assets 2022: $4,655,3582022Assets 2023: $6,475,638Liabilities 2023: $1,623,368Net Assets 2023: $4,852,2702023Assets 2024: $7,203,271Liabilities 2024: $1,974,034Net Assets 2024: $5,229,2372024

Highlighted filing

2024

Assets$7,203,271
Liabilities$1,974,034
Net Assets$5,229,237
Open 2024 Filing

Operations Trend

Revenue Growth66th percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $5,586,278Expenses 2011: $5,527,056Net Income 2011: $59,2222011Revenue 2012: $5,904,669Expenses 2012: $5,842,233Net Income 2012: $62,4362012Revenue 2013: $6,515,594Expenses 2013: $6,217,538Net Income 2013: $298,0562013Revenue 2014: $7,783,756Expenses 2014: $6,238,176Net Income 2014: $1,545,5802014Revenue 2015: $7,013,263Expenses 2015: $6,911,077Net Income 2015: $102,1862015Revenue 2016: $6,515,019Expenses 2016: $6,811,336Net Income 2016: -$296,3172016Revenue 2017: $5,889,691Expenses 2017: $6,364,758Net Income 2017: -$475,0672017Revenue 2018: $5,785,890Expenses 2018: $6,137,229Net Income 2018: -$351,3392018Revenue 2019: $5,591,745Expenses 2019: $6,141,963Net Income 2019: -$550,2182019Revenue 2020: $5,761,881Expenses 2020: $5,661,046Net Income 2020: $100,8352020Revenue 2021: $5,734,011Expenses 2021: $4,596,089Net Income 2021: $1,137,9222021Revenue 2022: $5,037,771Expenses 2022: $4,868,124Net Income 2022: $169,6472022Revenue 2023: $6,677,177Expenses 2023: $6,595,923Net Income 2023: $81,2542023Revenue 2024: $7,834,779Expenses 2024: $7,684,313Net Income 2024: $150,4662024

Highlighted filing

2024

Revenue$7,834,779
Expenses$7,684,313
Net Income$150,466
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,203,271
Liabilities
$1,974,034
Net assets
$5,229,237
Revenue
$7,834,779
Expenses
$7,684,313
Net income
$150,466
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.20$1.97$5.23$7.83$7.68$0.15
2023Detailed filing. Detailed filing data is available for this year.$6.48$1.62$4.85$6.68$6.60$0.08
2022Detailed filing. Detailed filing data is available for this year.$6.67$2.01$4.66$5.04$4.87$0.17
2021Detailed filing. Detailed filing data is available for this year.$6.28$1.64$4.63$5.73$4.60$1.14
2020Detailed filing. Detailed filing data is available for this year.$7.09$3.65$3.44$5.76$5.66$0.10
2019Detailed filing. Detailed filing data is available for this year.$5.87$2.56$3.31$5.59$6.14$0.55
2018Detailed filing. Detailed filing data is available for this year.$6.48$2.62$3.86$5.79$6.14$0.35
2017Detailed filing. Detailed filing data is available for this year.$6.75$2.56$4.20$5.89$6.36$0.48
2016Detailed filing. Detailed filing data is available for this year.$7.33$2.67$4.66$6.52$6.81$0.30
2015Detailed filing. Detailed filing data is available for this year.$6.18$1.29$4.89$7.01$6.91$0.10
2014Detailed filing. Detailed filing data is available for this year.$6.13$1.34$4.79$7.78$6.24$1.55
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.59$1.46$3.13$6.52$6.22$0.30
2012Summary only. Only limited summary data is available for this year.$4.11$1.39$2.71$5.90$5.84$0.06
2011Summary only. Only limited summary data is available for this year.$3.90$1.48$2.42$5.59$5.53$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Feb 12, 2025
Return Version
2023v6.0
Gross Receipts
$7,880,275
Mission and Program Overview

Mission

The Southern Maine Agency on Aging's mission is to improve the physical, social, emotional and economic well-being of older adults in southern Maine.

To assure senior adults receive the support necessary to maintain independent living.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,876,343$2,853,472▼ $22,871
Savings and Temporary Cash Investments$2,356,967$1,992,510▼ $364,457
Pledges and Grants Receivable$219,791$748,281▲ $528,490
Cash and Non-Interest-Bearing Accounts$45,536$566,476▲ $520,940
Investments in Publicly Traded Securities$762,792$562,427▼ $200,365
Intangible Assets$0$217,509▲ $217,509
Accounts Receivable$168,937$175,734▲ $6,797
Prepaid Expenses and Deferred Charges$45,272$53,017▲ $7,745
Total Assets$6,475,638$7,203,271▲ $727,633
Other Assets Total$0$33,845▲ $33,845
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,071,472$0▼ $1,071,472
Tax Exempt Bond Liabilities$0$1,043,407▲ $1,043,407
Accounts Payable and Accrued Expenses$507,386$661,037▲ $153,651
Other Liabilities$0$217,509▲ $217,509
Deferred Revenue$44,510$52,081▲ $7,571
Total Liabilities$1,623,368$1,974,034▲ $350,666
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,625,849$4,982,758▲ $356,909
Net Assets With Donor Restrictions$226,421$246,479▲ $20,058
Total Net Assets Fund Balance$4,852,270$5,229,237▲ $376,967
Total Liabilities and Net Assets / Fund Balance$6,475,638$7,203,271▲ $727,633

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,639,552$980,405$3,619,957
Equipment$90,655$752,834$843,489
Land$70,000-$70,000
Leasehold Improvements$53,265$858$54,123

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$1,585,285-▲ $226,501$400,000$1,411,786
2023$1,469,627-▲ $115,658-$1,585,285
2022$1,118,697$500,000▼ $149,070-$1,469,627
2021$593,922$471,960▲ $61,388$8,573$1,118,697
2020$560,120$11,387▲ $29,315$6,900$593,922
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Megan WaltonCEOFT$171,657$28,361$200,018
Margaret CallanCFOFT$107,805$12,818$120,623

Board Members and Trustees

NameTitle
Julie MascariPresident
Stephen BravermanVice President
Alfredo Vergara PhDDirector
Ann HastingsDirector
Bill HallDirector
Donna BrassardDirector
Herb JanickDirector
Jim ClarkDirector
John HollandDirector
Linda Durst MDDirector
Nancy KoglemeierDirector
Susan KeilerDirector
Erin LallyPast Director
Anne DaltonSecretary
Robert HunterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$7,337,716
Program Service Revenue
$507,846
Investment Income
$34,713
Other Revenue
$-45,496
All Other Contributions
$951,232
Change in Net Assets
$150,466

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,834,779
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$271,997
Total Revenue per Audited Statements
$8,106,776
Total Revenue per Form 990
$7,834,779
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,364,511
Salaries, Compensation, and Employee Benefits$3,256,029
Grants and Similar Amounts Paid$1,063,773
Total Fundraising Expense$277,909
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,119,615$165,384$126,476$2,411,475
Grants to Domestic Individuals$1,054,419--$1,054,419
Fees for Services Other$697,452$88,178$101,515$887,145
Current Officers, Directors, Trustees, and Key Employees-$320,641-$320,641
Other Employee Benefits$218,280$30,166$13,025$261,471
Payroll Taxes$187,587$41,043$11,193$239,823
Occupancy$119,421$31,383-$150,804
Office Expenses$113,313$33,458-$146,771
Depreciation Depletion$123,671$14,415-$138,086
Information Technology$78,715$37,151$18,274$134,140
Interest$46,597--$46,597
Advertising$43,250-$599$43,849
Insurance$6,332$36,620-$42,952
Fees for Services Accounting$27,519$3,479$4,005$35,003
Travel$19,989$2,641$517$23,147
Other Expenses$22,682$450$105$23,132
Pension Plan Contributions$21,345-$1,274$22,619
Grants to Domestic Orgs$9,354--$9,354
Fees for Services Legal$5,402$683$786$6,871
Total Functional Expenses$6,553,140$853,264$277,909$7,684,313

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$7,729,809
Expenses per Audited Statements$7,684,313
Total Expenses per Form 990$7,684,313
Expenses Not Reported on Form 990$45,496
Expenses Not Reported on Financial Statements$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Presente MainePortland, ME501(c)(3)Support Services$9,354
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$45,496
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Charting the Future$25,115-$19,379-
Total Events$25,115-$45,496$-45,496
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$217,509

Bond Issues

BondIssuerIssuedIssue PricePurpose
AMaine Health and Higher Educational Facilities Authority - 2024A2024-09-10$9,334,924To refinance existing debt

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$1,176,317$1,043,408-$28,409

Bond Financing Compliance

No rebate due
No
Rebate not yet due
Yes
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

“The CFO is part of the 990-preparation process and reviews the final form before filing with the IRS. The form is also distributed electronically to board members for review before filing with the IRS.”

Form 990, Part VI, Section B, line 12C

“New board members are required to complete a questionnaire with regard to potential conflicts upon joining the board. Sitting board members complete the questionnaire annually. Any conflicts which arise are handled by the Chief Executive Officer with the Board.”

Form 990, Part VI, Section B, line 15

“The process for determining compensation of the Chief Executive Officer includes a review and approval by the Board of Directors. Salary, including that of the Chief Executive Officer, is adjusted based on performance, resources available, and market conditions. A salary study has been performed within the past 5 years.”

Form 990, Part VI, Section C, line 19

“The Organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Southern Maine Agency on Aging
EIN
01-0360259
Phone
2073966500
Address
30 Barra Road, Biddeford, ME 04005

Signing Officer

Name
Megan Walton
Title
CEO
Phone
2073966500
Signed
2025-02-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Megan Walton
Formed
1978
Legal Domicile
Me
Voting Board Members
14
Independent Board Members
14
Employees
71
Volunteers
367

Preparer

Firm
Berry Dunn McNeil & Parker LLC
Address
2211 Congress St, Portland, ME 04102
Preparer
Joseph R Byrne
Phone
2077752387
Supplemental Narrative

Additional Explanations

Form 990, Part III, line 2

“We extended our adult day program for older adults living with memory loss from one to two locations, Biddeford and Springvale.”

Form 990, Part IX, line 11G

“Other Professional Fees: Program service expenses 697,452. Management and general expenses 88,178. Fundraising expenses 101,515. Total expenses 887,145.”

Form 990, Part X, Line 10: Land, Buildings, and Equipment

“Section 1.263(a)-3(n) Election: Southern Maine Agency on Aging 30 Barra Road Biddeford, ME 04005 EIN: 01-0360259 Southern Maine Agency on Aging is electing to capitalize repair and maintenance costs under Regulation Section 1.263(a)-3(n).”

Financial Statement Notes

Part V, Line 4:

“The Agency has an endowment fund established for a number of purposes. Net assets associated with endowment funds, including funds designated by the Board of Directors to function as endowments, are classified and reported based on the existence or absence of donor-imposed restrictions.”

Part XI, Line 2D - Other Adjustments:

“Fundraising Expenses 45,496.”

Part XII, Line 2D - Other Adjustments:

“Fundraising Expenses 45,496.”

Raw XML AppendixShowing 400 of 700 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/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt159445
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1612818
IRS990/Form990PartVIISectionAGrp/PersonNm0Julie Mascari
IRS990/Form990PartVIISectionAGrp/PersonNm1Stephen Braverman
IRS990/Form990PartVIISectionAGrp/PersonNm2Anne Dalton
IRS990/Form990PartVIISectionAGrp/PersonNm3Robert Hunter
IRS990/Form990PartVIISectionAGrp/PersonNm4Donna Brassard
IRS990/Form990PartVIISectionAGrp/PersonNm5Jim Clark
IRS990/Form990PartVIISectionAGrp/PersonNm6Linda Durst MD
IRS990/Form990PartVIISectionAGrp/PersonNm7Bill Hall
IRS990/Form990PartVIISectionAGrp/PersonNm8Ann Hastings
IRS990/Form990PartVIISectionAGrp/PersonNm9John Holland
IRS990/Form990PartVIISectionAGrp/PersonNm10Herb Janick
IRS990/Form990PartVIISectionAGrp/PersonNm11Susan Keiler
IRS990/Form990PartVIISectionAGrp/PersonNm12Nancy Koglemeier
IRS990/Form990PartVIISectionAGrp/PersonNm13Alfredo Vergara PhD
IRS990/Form990PartVIISectionAGrp/PersonNm14Erin Lally
IRS990/Form990PartVIISectionAGrp/PersonNm15Megan Walton
IRS990/Form990PartVIISectionAGrp/PersonNm16Margaret Callan
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15190573
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16107805
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0President
IRS990/Form990PartVIISectionAGrp/TitleTxt1Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt3Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13Director
IRS990/Form990PartVIISectionAGrp/TitleTxt14Past Director
IRS990/Form990PartVIISectionAGrp/TitleTxt15CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt16CFO
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IRS990/FormationYr01978
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IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
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IRS990/FundraisingDirectExpensesAmt045496
IRS990/FundraisingGrossIncomeAmt00
IRS990/GamingActivitiesInd00
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IRS990/GovernmentGrantsAmt06361369
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IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01054419
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt09354
IRS990/GrantsToDomesticOrgsGrp/TotalAmt09354
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
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IRS990/GrossReceiptsAmt07880275
IRS990/GroupReturnForAffiliatesInd00
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IRS990/IndivRcvdGreaterThan100KCnt02
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IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt018274
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt037151
IRS990/InformationTechnologyGrp/ProgramServicesAmt078715
IRS990/InformationTechnologyGrp/TotalAmt0134140
IRS990/InsuranceGrp/ManagementAndGeneralAmt036620
IRS990/InsuranceGrp/ProgramServicesAmt06332
IRS990/InsuranceGrp/TotalAmt042952
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt0217509
IRS990/InterestGrp/ProgramServicesAmt046597
IRS990/InterestGrp/TotalAmt046597
IRS990/InvestmentIncomeGrp/ExclusionAmt034713
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt034713
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0762792
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0562427
IRS990/InvestTaxExemptBondsInd00
IRS990/IRPDocumentCnt029
IRS990/IRPDocumentW2GCnt00
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IRS990/LandBldgEquipBasisNetGrp/EOYAmt02853472
IRS990/LandBldgEquipCostOrOtherBssAmt04587569
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IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0The Southern Maine Agency on Aging is the focal point in Cumberland and York counties for resources, services and information to empower older adults, adults with disabilities, and their caregivers to live to their fullest potential.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt04852270
IRS990/NetAssetsOrFundBalancesEOYAmt05229237
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-45496
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-45496
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0226501
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt04625849
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt04982758
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt031383
IRS990/OccupancyGrp/ProgramServicesAmt0119421
IRS990/OccupancyGrp/TotalAmt0150804
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt033458
IRS990/OfficeExpensesGrp/ProgramServicesAmt0113313
IRS990/OfficeExpensesGrp/TotalAmt0146771
IRS990/OfficerMailingAddressInd00
IRS990/OnBehalfOfIssuerInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt033845
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt013025
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt030166
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0218280
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0261471
IRS990/OtherExpensesGrp/Desc0Meals & Food Service
IRS990/OtherExpensesGrp/Desc1Misc. Expenses
IRS990/OtherExpensesGrp/Desc2Equipment and Maintenan
IRS990/OtherExpensesGrp/FundraisingAmt0140
IRS990/OtherExpensesGrp/FundraisingAmt1105
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02774
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt144798
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2450
IRS990/OtherExpensesGrp/ProgramServicesAmt01557453
IRS990/OtherExpensesGrp/ProgramServicesAmt180744
IRS990/OtherExpensesGrp/ProgramServicesAmt222682
IRS990/OtherExpensesGrp/TotalAmt01560367
IRS990/OtherExpensesGrp/TotalAmt1125647
IRS990/OtherExpensesGrp/TotalAmt223132
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt0217509
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0126476
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0165384
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02119615
IRS990/OtherSalariesAndWagesGrp/TotalAmt02411475
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt011193
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt041043
IRS990/PayrollTaxesGrp/ProgramServicesAmt0187587
IRS990/PayrollTaxesGrp/TotalAmt0239823
IRS990/PensionPlanContributionsGrp/FundraisingAmt01274
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt021345
IRS990/PensionPlanContributionsGrp/TotalAmt022619
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0219791
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0748281
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt045272
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt053017
IRS990/PrincipalOfficerNm0Megan Walton
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/BusinessCd1624100
IRS990/ProgramServiceRevenueGrp/Desc0Program Service Fees
IRS990/ProgramServiceRevenueGrp/Desc1Misc. Revenue
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0482748
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt125098
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0482748
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt125098
IRS990/ProgSrvcAccomActy2Grp/Desc0Community Services provides approximately 11,000 Information & Referral contacts to nearly 8,000 older and disabled adults.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0577385
IRS990/ProgSrvcAccomActy2Grp/GrantAmt01063773
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0399993
IRS990/ProgSrvcAccomActy3Grp/Desc0We extended our adult day program for older adults living with memory loss from one to two locations, Biddeford and Springvale. We continued to expand our service delivery offerings for many of our services, including Family Caregiver Support Groups and Training, Health and Wellness Classes, Health Insurance Counseling, Information and Assistance, Money Minders, and Nutrition Counseling.We reintroduced the Independent Housing with Services Program (IHSP). The IHSP provides comprehensive services that are delivered on site to help individuals live as independently as possible. Services include service coordination, care management, housekeeping, chore assistance services, and other services to help individuals maintain independence.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt03571188
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt014140
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt06265604
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01027174
IRS990/PYInvestmentIncomeAmt04949
IRS990/PYOtherExpensesAmt02966718
IRS990/PYOtherRevenueAmt0-30982
IRS990/PYProgramServiceRevenueAmt0437606
IRS990/PYRevenuesLessExpensesAmt081254
IRS990/PYSalariesCompEmpBnftPaidAmt02602031
IRS990/PYTotalExpensesAmt06595923
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt06677177
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0150466
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt093713
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02356967
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01992510
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt07337716
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt06265604
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt04793022
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt05407867
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt05219207
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt029023416
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt034713
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt04949
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt05211
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt04922

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