2025-08-15T06:54:33-05:00 2024-09-30 030327374 MCSOLEY MCCOY & CO 118 TILLEY DRIVE STE 202 SOUTH BURLINGTON VT 05403 990 2023-10-01 222738766 COUNCIL ON AGING FOR SOUTHEASTERN VERMONT INC COUN 8028852655 38 PLEASANT STREET SPRINGFIELD VT 05156 MARK BOUTWELL EXECUTIVE DIRECTOR 8028852655 2025-08-14 1 0 CONNIE FELLION P01875413 8026581808 2025-08-14 2023 2025-03-06 01:10:19Z SENIOR SOLUTIONS MARK BOUTWELL 38 PLEASANT STREET SPRINGFIELD VT 05156 4983450 0 X SENIORSOLUTIONSVT.ORG X 1985 VT TO PROMOTE THE WELL-BEING AND DIGNITY OF OLDER ADULTS. 5 5 49 50 0 0 3475453 3981838 646034 958723 3160 13542 28939 29347 4153586 4983450 262862 376927 0 0 2019940 2114841 0 0 0 1966818 2448973 4249620 4940741 -96034 42709 1776245 2020054 1337989 1542129 438256 477925 TO PROMOTE THE WELL-BEING AND DIGNITY OF OLDER ADULTS. 0 0 2170188 265804 965238 INDIVIDUAL ADVOCACY - PROVIDED CASE MANAGEMENT, INFORMATION AND ASSISTANCE, HEALTH COUNSELING AND SPECIFIC ASSISTANCE SERVICES TO ELDERS IN WINDHAM AND WINDSOR COUNTIES, VERMONT. 1924097 75769 22832 INDEPENDENT LIVING - WORKED WITH LOCAL NON-PROFIT ORGANIZATIONS TO PROVIDE 200,368 CONGREGATE AND HOMEBOUND MEALS AND TRANSPORTATION TO ELDERS IN WINDHAM AND WINDSOR COUNTIES, VERMONT. 185791 35354 0 CAREGIVER SUPPORT - PROVIDED INFRORMATION AND SUPPORT TO INDIVIDUALS WHO ARE CAREGIVERS FOR ELDERS IN WINDHAM AND WINDSOR COUNTIES, VERMONT. 4280076 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 14 0 1 49 1 0 0 0 0 0 0 0 0 0 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X SUE PHELPS 8028852655 38 PLEASANT STREET SPRINGFIELD VT 05156 GERALYN KOGUT PRESIDENT (END 03/2024) 2.00 X X 0 0 0 TERESA VOLTA PRESIDENT (START 03/2024) 2.00 X X 0 0 0 LELAND WILSON TREASURER 2.00 X X 0 0 0 BETH SPICER ADVISORY BOARD CHAIR 1.00 X X 0 0 0 ELIZABETH AUSTIN MEMBER 1.00 X 0 0 0 ELIZA EAGER MEMBER (08/24 TO 09/24) 1.00 X 0 0 0 JOANNE BLANCHARD MEMBER (START 09/2024) 1.00 X 0 0 0 MARK BOUTWELL EXECUTIVE DIRECTOR 40.00 X 97981 0 4303 97981 0 4303 0 0 0 0 0 3651851 329987 3981838 MEDICAID 900099 958723 958723 958723 13542 13542 3150 0 3150 3150 3150 REIMBURSEMENTS 900099 12578 12578 MISCELLANEOUS 900099 7104 7104 ONE CARE 900099 6515 6515 26197 4983450 988070 0 13542 6925 6925 370002 370002 104323 86543 17780 1588579 1317837 270742 18640 15463 3177 283902 235517 48385 119397 99048 20349 3413 3413 50478 50478 5381 5381 15277 15277 8350 7802 548 44575 41649 2926 110178 102945 7233 132235 119085 13150 98033 86382 11651 10474 8689 1785 CONTRACT SERVICES 1835474 1714986 120488 TELEPHONE AND POSTAGE 45824 32511 13313 OTHER SUPPLIES 32600 22438 10162 SMALL EQUIPMENT 24598 24598 32083 12254 19829 4940741 4280076 660665 0 127592 55824 1038760 1166296 347916 338294 263860 69518 48111 131827 131827 3040 0 199041 138047 1776245 2020054 253740 467540 885208 936192 199041 138397 1337989 1542129 X 413968 435202 24288 42723 438256 477925 1776245 2020054 42709 -3040 0 X 0 1 X 1 1 1 X 4205490 4289364 4425187 3249482 3981838 20151361 4205490 4289364 4425187 3249482 3981838 20151361 20151361 1040 522 913 3160 13542 19177 57387 28939 29347 115673 20286211 1830728 0.99340 0.99530 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 5381 0 0 5381 0 PART II-B, LINE 1: THE ORGANIZATION CONTRACTS WITH A LOBBYIST TO REPRESENT THE ORGANIZATION AT THE VERMONT LEGISLATURE. 131827 131827 0 0 RIGHT-OF-USE ASSET 138047 138047 RIGHT-OF-USE LIABILITY 138397 138397 X 4983450 0 4983450 0 4983450 4940741 0 4940741 0 4940741 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE AND HAS BEEN CLASSIFIED AS A PUBLICLY-SUPPORTED ORGANIZATION WHICH IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A) OF THE CODE. FASB ASC 740, INCOME TAXES, REQUIRES ENTITIES TO DISCLOSE IN THEIR FINANCIAL STATEMENTS THE NATURE OF ANY UNCERTAINTY IN THEIR TAX POSITIONS. FOR TAX-EXEMPT ENTITIES, TAX-EXEMPT STATUS ITSELF IS DEEMED TO BE AN UNCERTAINTY, AS EVENTS COULD POTENTIALLY OCCUR TO JEOPARDIZE THEIR TAX-EXEMPT STATUS. MANAGEMENT BELIEVES THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS. THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR THE TAX YEARS BEFORE THE YEAR ENDED SEPTEMBER 30, 2021. 1 MAIN STREET ARTS PO BOX 100 SAXTONS RIVER VT 05154 222888176 501 (C)(3) 6750 0 INTERNATIONAL ART PROGRAM 1 0 CAREGIVER GRANTS 26 45331 OTHE DIRECT SERVICE GRANTS 152 24592 ASSISTIVE DEVICES GRANTS 354 300079 PART I, LINE 2: CASE MANAGERS FOLLOW-UP WITH CLIENTS TO ASSURE FUNDS WERE USED FOR THE AWARD PURPOSE. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PRESENTED TO AND DISCUSSED WITH THE ORGANIZATION'S FINANCE COMMITTEE AND PROVIDED TO EACH BOARD MEMBER PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C UPON HIRING, EMPLOYEES ARE REQUIRED TO REVIEW THE CONFLICT OF INTEREST POLICY. OUR CONFLICT OF INTEREST POLICY IS IN OUR EMPLOYEE HANDBOOK AND OUR EMPLOYEES MUST REVIEW OUR HANDBOOK ANNUALLY AND THEY SIGN OFF ON ACKNOWLEDGE OF RECEIPT AND REVIEW AND MUST DISCLOSE ANY CONFLICTS OF INTEREST. UPON JOINING THE BOARD, A BOARD MEMBER COMPLETES A CONFLICT OF INTEREST STATEMENT. ANNUALLY, THE BOARD REVIEWS THE CONFLICT OF INTEREST POLICY AT THE OCTOBER BOARD MEETING AND SUBMITS A SIGNED STATEMENT DOCUMENTING ANY CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS CONDUCTS A SURVEY OF SIMILAR POSITIONS THROUGHOUT THE STATE AND SETS THE SALARY FOR THE EXECUTIVE DIRECTOR BASED ON THESE FINDINGS. FORM 990, PART VI, SECTION C, LINE 19 ALL DOCUMENTS ARE AVAILABLE, UPON REQUEST, AT THE ORGANIZATION'S OFFICE IN SPRINGFIELD, VT. VT ASSOC OF AREA AGENCIES ON AGING 27 MAIN STREET STE 14 MONTPELIER VT 05602 208854842 SUPPORTING ORGANIZATION VT 501(C)(3) LINE 12A, I N/A 0 0 0 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0