Civic Intelligence

Somerville-Cambridge Elder Services Incorporated

990 • Fiscal year 2017 • EIN 04-2515020

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 01, 2017

61 Medford StreetSomerville, MA 02143

(617) 628-2601

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

47th percentile

0.24x

Higher debt load relative to assets than 47% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

25th percentile

0.12x

Higher debt load relative to revenue than 25% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Net Margin

52nd percentile

3.5%

Higher net margin than 52% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

32nd percentile

$184,923

Higher top officer pay than 32% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Asset Growth

79th percentile

15%

Faster asset growth than 79% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

62nd percentile

9.4%

Faster revenue growth than 62% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Assets

Up

$18,119,328

Up $2,295,000 (+15%) from 2016

Net Assets

Up

$13,851,778

Up $1,459,126 (+12%) from 2016

Liabilities

Up

$4,267,550

Up $835,874 (+24%) from 2016

Revenue

Up

$36,978,175

Up $3,180,453 (+9.4%) from 2016

Expenses

Up

$35,689,579

Up $2,959,687 (+9.0%) from 2016

Net Income

Up

$1,288,596

Up $220,766 (+21%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2011: $8,027,513Liabilities 2011: $1,314,729Net Assets 2011: $6,712,7842011Assets 2012: $9,289,979Liabilities 2012: $1,998,491Net Assets 2012: $7,291,4882012Assets 2013: $10,767,548Liabilities 2013: $2,333,712Net Assets 2013: $8,433,8362013Assets 2014: $13,089,614Liabilities 2014: $2,883,560Net Assets 2014: $10,206,0542014Assets 2015: $15,390,960Liabilities 2015: $4,076,151Net Assets 2015: $11,314,8092015Assets 2016: $15,824,328Liabilities 2016: $3,431,676Net Assets 2016: $12,392,6522016Assets 2017: $18,119,328Liabilities 2017: $4,267,550Net Assets 2017: $13,851,7782017Assets 2018: $19,399,894Liabilities 2018: $4,788,759Net Assets 2018: $14,611,1352018Assets 2019: $25,143,648Liabilities 2019: $10,390,033Net Assets 2019: $14,753,6152019Assets 2020: $27,064,911Liabilities 2020: $11,886,000Net Assets 2020: $15,178,9112020Assets 2021: $26,836,621Liabilities 2021: $9,105,200Net Assets 2021: $17,731,4212021Assets 2022: $25,439,155Liabilities 2022: $9,160,791Net Assets 2022: $16,278,3642022Assets 2023: $26,095,413Liabilities 2023: $8,894,695Net Assets 2023: $17,200,7182023Assets 2024: $27,326,478Liabilities 2024: $9,584,726Net Assets 2024: $17,741,7522024

Highlighted filing

2017

Assets$18,119,328
Liabilities$4,267,550
Net Assets$13,851,778

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0-$20MExpenses 2011: $15,835,8142011Expenses 2012: $18,510,7092012Revenue 2013: $21,034,358Expenses 2013: $20,070,529Net Income 2013: $963,8292013Revenue 2014: $26,370,847Expenses 2014: $24,818,672Net Income 2014: $1,552,1752014Revenue 2015: $31,237,451Expenses 2015: $30,071,426Net Income 2015: $1,166,0252015Revenue 2016: $33,797,722Expenses 2016: $32,729,892Net Income 2016: $1,067,8302016Revenue 2017: $36,978,175Expenses 2017: $35,689,579Net Income 2017: $1,288,5962017Revenue 2018: $36,526,384Expenses 2018: $35,783,290Net Income 2018: $743,0942018Revenue 2019: $38,344,154Expenses 2019: $38,299,029Net Income 2019: $45,1252019Revenue 2020: $38,675,079Expenses 2020: $38,258,746Net Income 2020: $416,3332020Revenue 2021: $36,599,591Expenses 2021: $34,709,585Net Income 2021: $1,890,0062021Revenue 2022: $36,932,292Expenses 2022: $37,434,196Net Income 2022: -$501,9042022Revenue 2023: $37,413,945Expenses 2023: $36,793,699Net Income 2023: $620,2462023Revenue 2024: $40,342,182Expenses 2024: $40,190,742Net Income 2024: $151,4402024

Highlighted filing

2017

Revenue$36,978,175
Expenses$35,689,579
Net Income$1,288,596
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 1, 2017
Return Version
2016v3.0
Gross Receipts
$38,669,967
Mission and Program Overview

Mission

Somerville-cambridge elder services promotes the right of all individuals to live with dignity, in the setting of their choice by offering older people, younger people with disabilities, and caregivers the information, services and support needed to make choices which enhance health, well being and independence.

Somerville-cambridge elder services (sces) is a private, non-profit organization providing essential services that promote the dignity and independence of older adults. Since its inception in 1972 as part of a national movement towards community-based care of the elderly, sces has served more than 85,000 clients, the majority of whom are impoverished and in need of assistance in managing their daily activities.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$6,563,992$7,755,740▲ $1,191,748
Cash and Non-Interest-Bearing Accounts$5,156,561$6,032,677▲ $876,116
Investments in Publicly Traded Securities$3,622,515$3,927,603▲ $305,088
Prepaid Expenses and Deferred Charges$217,650$209,344▼ $8,306
Land, Buildings, and Equipment, Net$240,113$170,467▼ $69,646
Total Assets$15,824,328$18,119,328▲ $2,295,000
Other Assets Total$23,497$23,497→ $0
Liabilities
Accounts Payable and Accrued Expenses$3,426,960$4,235,895▲ $808,935
Other Liabilities$4,716$31,655▲ $26,939
Total Liabilities$3,431,676$4,267,550▲ $835,874
Net Assets / Fund Balance
Unrestricted Net Assets$12,000,939$13,526,712▲ $1,525,773
Temporarily Rstr Net Assets$391,713$325,066▼ $66,647
Total Net Assets Fund Balance$12,392,652$13,851,778▲ $1,459,126
Total Liabilities and Net Assets / Fund Balance$15,824,328$18,119,328▲ $2,295,000

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$170,467$966,997$1,137,464
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN O'NEILLExecutive DirectorFT$150,203$34,720$184,923
Nancy WillbanksCFOFT$114,283$19,326$133,609

Board Members and Trustees

NameTitle
Elizabeth AguiloPresident
Susann WilkinsonVice President
Ellen FriedmanDirector
Hazel EvansDirector
Joseph CaparcoDirector
Juanita MerandaDirector
Kathryn EratDirector
Laura RamsayDirector
Lily OwyangDirector
Neal WinstonDirector
Roma MayurDirector
Stephen H GardinerDirector
Susan PpachecoDirector
Theresa ConnollyDirector
Edna StampSecretary
Ligia TaylorTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$28,951,841
Program Service Revenue
$7,859,211
Investment Income
$158,395
Other Revenue
$8,728
All Other Contributions
$512,443
Change in Net Assets
$1,288,596

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table1$35,000Redeemable Value
Food Inventory1$15,897Cost
Other Non Cash Contri Table1$4,651Cost
Total Noncash Contributions3$55,548-

Audited Revenue Reconciliation

Revenue per Audited Statements
$36,955,378
Revenue Not Reported on Financial Statements
$22,797
Revenue Not Reported on Form 990
$186,417
Total Revenue per Audited Statements
$37,141,795
Total Revenue per Form 990
$36,978,175
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$27,516,352
Salaries, Compensation, and Employee Benefits$8,076,541
Total Fundraising Expense$159,546
Grants and Similar Amounts Paid$96,686
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$23,840,926-$489$23,841,415
Other Salaries and Wages$5,799,129$382,104$38,152$6,219,385
Other Employee Benefits$795,897$76,210$5,192$877,299
Occupancy$585,383-$3,562$588,945
Payroll Taxes$471,291$37,405$2,846$511,542
Current Officers, Directors, Trustees, and Key Employees$148,901$176,910$1,347$327,158
Office Expenses$221,100$23,678$4,649$249,427
Pension Plan Contributions$139,969-$1,188$141,157
Depreciation Depletion$127,544-$621$128,165
Grants to Domestic Orgs$96,686--$96,686
All Other Expenses$81,892-$12,439$94,331
Travel$91,825-$11$91,836
Other Expenses$65,859-$322$66,181
Insurance$48,905-$275$49,180
Fees for Services Accounting-$31,050-$31,050
Fees for Service Investment Mgmnt Fees-$22,797-$22,797
Conferences and Meetings$7,515-$1,549$9,064
Advertising$7,967-$34$8,001
Fees for Services Legal-$5,516-$5,516
Total Functional Expenses$34,774,363$755,670$159,546$35,689,579

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$35,689,579
Total Expenses per Audited Statements$35,682,669
Expenses per Audited Statements$35,666,782
Expenses Not Reported on Financial Statements$22,797
Expenses Not Reported on Form 990$15,887
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Greater Boston Legal ServicesBoston, MA501 (c) (3)Elder Support$54,375
Somerville Council on AgingSomerville, MAGovernment AgencyElder Support and Transportation$8,681
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$13,487
Fundraising Gross Income$0
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Elder Fair$24,575-$2,402-
Total Events$24,575-$13,487$-13,487
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Private Pay Client Deposits$31,655
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 family members
No
Business relationship with organization members
No
Material changes to governing documents
Yes
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 A, Line 4

Article 4 of the by-laws was amended to change the length of directors' term of service from two years to three years and to set a maximum lenth of service to two consecutive three year terms.

Form 990, Part VI, Section A, Line 7A

Two councils on aging appoint up to two board members.

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

The form 990 has an in-depth review by the cfo, executive director and assistant executive director in the preperation process. The finance and audit committee of the board of directors reviews the details of the form 990 before it is filed. The entire board gets a copy and has an overview presentation of the form 990 before it is filed. The finance and audit committee and board reviewers are documented in the board minutes.

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

On an annual basis key staff members and board of directors review the conflict of interest policy and sign off to disclose any conflicts. Throughout the year, board members are required to disclose or abstain when voting on any item that might be impacted by other affiliations or conflicts.

Form 990, Part VI, Section B, Line 15

Board hr committee reviews comparable salary data from other asaps and non-profits. Full board votes to approve ed's salary as part of budget process and /when board hr committee makes recommendations for salary after their review.

Form 990, Part VI, Section C, Line 18

Available upon request at the organization's website.

Form 990, Part VI, Section C, Line 19

They are available for public inspection via the public charities division of the massachusetts attorney general's website and via the network for good website. They are also available upon request at the organization's office.

Filing and Contact Details

Filer

Filer Name
Somerville-cambridge Elder Services Inc
EIN
04-2515020
Phone
6176282601
Address
61 MEDFORD STREET, SOMERVILLE, MA 02143

Signing Officer

Name
Mary Ann Dalton
Title
Assistant Executive Director
Phone
6176282601
Signed
2017-11-01
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mary Ann Dalton
Formed
1972
Legal Domicile
Ma
Voting Board Members
20
Independent Board Members
20
Employees
189
Volunteers
275

Preparer

Firm
Anstiss & Co Pc
Address
1115 WESTFORD STREET, LOWELL, MA 01851
Preparer
Raymond L Anstiss Jr
Phone
9784522500
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Subcontractor services: program service expenses 23,840,926. Management and general expenses 0. Fundraising expenses 0. Total expenses 23,840,926. Consultants: program service expenses 0. Management and general expenses 0. Fundraising expenses 489. Total expenses 489.

Financial Statement Notes

PART X, LINE 2:

The organization, incorporated under chapter 180 of the massachusetts general laws as a tax exempt entity, has been granted tax-exempt status under internal revenue code section 501(c)(3), and is, therefore, generally exempt from federal and state income taxes. Accordingly, no provision for income taxes has been included in the accompanying financial statements. The organization is required by asc 740-10, "accounting for uncertainty in income taxes," to evaluate and disclose tax positions that could have an effect on the organizations financial statements. The organization reports its activities to the internal revenue service and to the commonwealth of massachusetts on an annual basis. These informational returns are generally subject to audit and review by the governmental agencies for a period of three years after filing. Substantially all of the organizations income, expenditures and activities relate to its exempt purpose, therefore, management has determined that the organization is not subject to unrelated business income taxes and will continue to qualify as a tax exempt not-for-profit entity.

PART XI, LINE 2D - OTHER ADJUSTMENTS:

Rental expenses related to rental revenue 2,400. Fundraising event expenses 13,487.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Rental expenses related to rental revenue 2,400. Fundraising event expenses 13,487.

Raw XML AppendixShowing 400 of 668 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt03426960
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt04235895
IRS990/AccountsReceivableGrp/BOYAmt06563992
IRS990/AccountsReceivableGrp/EOYAmt07755740
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SOMERVILLE-CAMBRIDGE ELDER SERVICES (SCES) IS A PRIVATE, NON-PROFIT ORGANIZATION PROVIDING ESSENTIAL SERVICES THAT PROMOTE THE DIGNITY AND INDEPENDENCE OF OLDER ADULTS. SINCE ITS INCEPTION IN 1972 AS PART OF A NATIONAL MOVEMENT TOWARDS COMMUNITY-BASED CARE OF THE ELDERLY, SCES HAS SERVED MORE THAN 85,000 CLIENTS, THE MAJORITY OF WHOM ARE IMPOVERISHED AND IN NEED OF ASSISTANCE IN MANAGING THEIR DAILY ACTIVITIES.
IRS990/AdvertisingGrp/FundraisingAmt034
IRS990/AdvertisingGrp/ProgramServicesAmt07967
IRS990/AdvertisingGrp/TotalAmt08001
IRS990/AllOtherContributionsAmt0512443
IRS990/AllOtherExpensesGrp/FundraisingAmt012439
IRS990/AllOtherExpensesGrp/ProgramServicesAmt081892
IRS990/AllOtherExpensesGrp/TotalAmt094331
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum06176282601
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt061 MEDFORD STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0SOMERVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd002143
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt05156561
IRS990/CashNonInterestBearingGrp/EOYAmt06032677
IRS990/ChangeToOrgDocumentsInd01
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt01347
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0176910
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0148901
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0327158
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/FundraisingAmt01549
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt07515
IRS990/ConferencesMeetingsGrp/TotalAmt09064
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt024575
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt028951841
IRS990/CYGrantsAndSimilarPaidAmt096686
IRS990/CYInvestmentIncomeAmt0158395
IRS990/CYOtherExpensesAmt027516352
IRS990/CYOtherRevenueAmt08728
IRS990/CYProgramServiceRevenueAmt07859211
IRS990/CYRevenuesLessExpensesAmt01288596
IRS990/CYSalariesCompEmpBnftPaidAmt08076541
IRS990/CYTotalExpensesAmt035689579
IRS990/CYTotalFundraisingExpenseAmt0159546
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt036978175
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/FundraisingAmt0621
IRS990/DepreciationDepletionGrp/ProgramServicesAmt0127544
IRS990/DepreciationDepletionGrp/TotalAmt0128165
IRS990/Desc0HOME CARE PROVIDES STATE-SUBSIDIZED SERVICES TO ELIGIBLE OLDER RESIDENTS OF CAMBRIDGE AND SOMERVILLE WHO NEED ASSISTANCE. THIS PROGRAM IS FUNDED PRIMARILY BY GOVERNMENT CONTRACTS. PROGRAM SERVICE REVENUES GENERATED FROM THIS PROGRAM INCLUDE CLIENT CO-PAYS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt0189
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt04141506
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditPerformedInd01
IRS990/FederalGrantAuditRequiredInd01
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt031050
IRS990/FeesForServicesAccountingGrp/TotalAmt031050
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt05516
IRS990/FeesForServicesLegalGrp/TotalAmt05516
IRS990/FeesForServicesOtherGrp/FundraisingAmt0489
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt023840926
IRS990/FeesForServicesOtherGrp/TotalAmt023841415
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt022797
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt022797
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1740.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
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/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1634720
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1719326
IRS990/Form990PartVIISectionAGrp/PersonNm0ELIZABETH AGUILO
IRS990/Form990PartVIISectionAGrp/PersonNm1SUSANN WILKINSON
IRS990/Form990PartVIISectionAGrp/PersonNm2LIGIA TAYLOR
IRS990/Form990PartVIISectionAGrp/PersonNm3EDNA STAMP
IRS990/Form990PartVIISectionAGrp/PersonNm4ELLEN FRIEDMAN
IRS990/Form990PartVIISectionAGrp/PersonNm5JUANITA MERANDA
IRS990/Form990PartVIISectionAGrp/PersonNm6THERESA CONNOLLY
IRS990/Form990PartVIISectionAGrp/PersonNm7LAURA RAMSAY
IRS990/Form990PartVIISectionAGrp/PersonNm8HAZEL EVANS
IRS990/Form990PartVIISectionAGrp/PersonNm9KATHRYN ERAT
IRS990/Form990PartVIISectionAGrp/PersonNm10SUSAN PPACHECO
IRS990/Form990PartVIISectionAGrp/PersonNm11NEAL WINSTON
IRS990/Form990PartVIISectionAGrp/PersonNm12STEPHEN H GARDINER
IRS990/Form990PartVIISectionAGrp/PersonNm13ROMA MAYUR
IRS990/Form990PartVIISectionAGrp/PersonNm14JOSEPH CAPARCO
IRS990/Form990PartVIISectionAGrp/PersonNm15LILY OWYANG
IRS990/Form990PartVIISectionAGrp/PersonNm16JOHN O'NEILL
IRS990/Form990PartVIISectionAGrp/PersonNm17NANCY WILLBANKS
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/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16150203
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17114283
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/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
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/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17CFO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01972
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt024575
IRS990/FundraisingDirectExpensesAmt013487
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt085878
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GovernmentGrantsAmt028414823
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt096686
IRS990/GrantsToDomesticOrgsGrp/TotalAmt096686
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01761783
IRS990/GrossReceiptsAmt038669967
IRS990/GrossRentsGrp/RealAmt02400
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt04
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt0275
IRS990/InsuranceGrp/ProgramServicesAmt048905
IRS990/InsuranceGrp/TotalAmt049180
IRS990/InvestmentIncomeGrp/ExclusionAmt072517
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt072517
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03622515
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03927603
IRS990/IRPDocumentCnt016
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0966997
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0240113
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0170467
IRS990/LandBldgEquipCostOrOtherBssAmt01137464
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01675905
IRS990/LessRentalExpensesGrp/RealAmt02400
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SOMERVILLE-CAMBRIDGE ELDER SERVICES PROMOTES THE RIGHT OF ALL INDIVIDUALS TO LIVE WITH DIGNITY, IN THE SETTING OF THEIR CHOICE BY OFFERING OLDER PEOPLE, YOUNGER PEOPLE WITH DISABILITIES, AND CAREGIVERS THE INFORMATION, SERVICES AND SUPPORT NEEDED TO MAKE CHOICES WHICH ENHANCE HEALTH, WELL BEING AND INDEPENDENCE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt012392652
IRS990/NetAssetsOrFundBalancesEOYAmt013851778
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt085878
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt085878
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-13487
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-13487
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0170530
IRS990/NoncashContributionsAmt055548
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt03562
IRS990/OccupancyGrp/ProgramServicesAmt0585383
IRS990/OccupancyGrp/TotalAmt0588945
IRS990/OfficeExpensesGrp/FundraisingAmt04649
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt023678
IRS990/OfficeExpensesGrp/ProgramServicesAmt0221100
IRS990/OfficeExpensesGrp/TotalAmt0249427
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt023497
IRS990/OtherAssetsTotalGrp/EOYAmt023497
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt05192
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt076210
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0795897
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0877299
IRS990/OtherExpensesGrp/Desc0MEALS & RELATED SUPPLIE
IRS990/OtherExpensesGrp/Desc1PROGRAM SUPPORT
IRS990/OtherExpensesGrp/Desc2FUNDRAISING EXPENSES
IRS990/OtherExpensesGrp/Desc3DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/FundraisingAmt086870
IRS990/OtherExpensesGrp/FundraisingAmt1322
IRS990/OtherExpensesGrp/ProgramServicesAmt02039216
IRS990/OtherExpensesGrp/ProgramServicesAmt1204358
IRS990/OtherExpensesGrp/ProgramServicesAmt265859
IRS990/OtherExpensesGrp/TotalAmt02039216
IRS990/OtherExpensesGrp/TotalAmt1204358
IRS990/OtherExpensesGrp/TotalAmt286870
IRS990/OtherExpensesGrp/TotalAmt366181
IRS990/OtherLiabilitiesGrp/BOYAmt04716
IRS990/OtherLiabilitiesGrp/EOYAmt031655
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt022215
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt022215
IRS990/OtherRevenueTotalAmt022215
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt038152
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0382104
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt05799129
IRS990/OtherSalariesAndWagesGrp/TotalAmt06219385
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt02846
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt037405
IRS990/PayrollTaxesGrp/ProgramServicesAmt0471291
IRS990/PayrollTaxesGrp/TotalAmt0511542
IRS990/PensionPlanContributionsGrp/FundraisingAmt01188
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0139969
IRS990/PensionPlanContributionsGrp/TotalAmt0141157
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0217650
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0209344
IRS990/PrincipalOfficerNm0MARY ANN DALTON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt07859211
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07859211
IRS990/ProgSrvcAccomActy2Grp/Desc0ADULT FAMILY CARE PROVIDES A SUPPORTIVE FAMILY ENVIRONMENT FOR PEOPLE WITH DISABILITIES WHO NEED PERSONAL CARE AND HOUSING. THIS PROGRAM IS SUPPORTED PRIMARILY BY MEDICAID FUNDING.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt06046536
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt02093075
IRS990/ProgSrvcAccomActy3Grp/Desc0NUTRITION PROGRAM PROVIDES MEALS TO ELDERLY AND DISABLED IN A CONGREGATE SETTING OR WITH HOME DELIVERY FOR THOSE WHO ARE HOME BOUND.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt02458263
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0758724
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt022128058
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt096686
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt04619453
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt026964124
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt067931
IRS990/PYInvestmentIncomeAmt0104678
IRS990/PYOtherExpensesAmt025143869
IRS990/PYOtherRevenueAmt024285
IRS990/PYProgramServiceRevenueAmt06704635
IRS990/PYRevenuesLessExpensesAmt01067830
IRS990/PYSalariesCompEmpBnftPaidAmt07518092
IRS990/PYTotalExpensesAmt032729892
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt033797722
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01288596
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0410174
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt028951841
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt026964124
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt025302429
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt021840239
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt018326707
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0121385340
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt074917
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt074004
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0165884
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0215723
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0145588
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0676116
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt028090388

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.3$9.58$17.7$40.3$40.2$0.15
2023Detailed filing. Detailed filing data is available for this year.$26.1$8.89$17.2$37.4$36.8$0.62
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.4$9.16$16.3$36.9$37.4$0.50
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.8$9.11$17.7$36.6$34.7$1.89
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.1$11.9$15.2$38.7$38.3$0.42
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.1$10.4$14.8$38.3$38.3$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.4$4.79$14.6$36.5$35.8$0.74
2017Detailed filing. Detailed filing data is available for this year.$18.1$4.27$13.9$37.0$35.7$1.29
2016Detailed filing. Detailed filing data is available for this year.$15.8$3.43$12.4$33.8$32.7$1.07
2015Detailed filing. Detailed filing data is available for this year.$15.4$4.08$11.3$31.2$30.1$1.17
2014Detailed filing. Detailed filing data is available for this year.$13.1$2.88$10.2$26.4$24.8$1.55
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.8$2.33$8.43$21.0$20.1$0.96
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.29$2.00$7.29$18.5
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.03$1.31$6.71$15.8