2026-06-25T15:13:09-05:00 2025-09-30 010523282 Berry Dunn McNeil & Parker LLC 2211 Congress St Portland ME 04102 990 2024-10-01 010360259 Southern Maine Agency on Aging SOUT 2073966500 30 Barra Road Biddeford ME 04005 Laurie Riedel CFO 2073966500 2026-06-24 1 1 Joseph R Byrne P01289281 2077752387 2026-06-24 2024 2025-03-06 01:10:19Z Megan Walton 30 Barra Road Biddeford ME 04005 8466740 0 X www.smaaa.org X 1978 ME To assure senior adults receive the support necessary to maintain independent living. 14 14 83 435 -1702 0 7337716 7835192 507846 570615 34713 40983 -45496 -10447 7834779 8436343 1063773 718022 0 0 3256029 3992383 0 0 388084 3364511 3582970 7684313 8293375 150466 142968 7203271 9354085 1974034 3850819 5229237 5503266 X 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. 1 0 2639708 224228 Nutrition program for the elderly provides meals to 4,000 older adults at congregate sites and home delivered meals. 408157 718022 34671 Community Services provides approximately 9,500 Information & Referral contacts to over 6,200 older and disabled adults. 3669673 311716 We 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. Vaccine initiative is a collaboration of the five Maine Agencies on Aging to educate Mainers over 60 years old about the importance of staying up-to-date on immunizations, including COVID-19, Flu, RSV and Pneumonia vaccines. The Agencies on Aging offer clinics in communities across Maine to help Mainers get immunized. This initiative was completed in FY25.Community Connections is a pilot program and is a collaboration of the five Maine Agencies on Aging to support people residing in the community and help prevent or delay use of institutional services. We introduced the Respite Care Companion Program with grant funding from the National Community Care Corps. Volunteers are matched with older adults who have difficulty living independently and their family caregivers. During consistent, weekly visits from the volunteer, care recipients enjoy social connection while caregivers receive respite to improve their mental, emotional, physical, and financial health, and their ability continue supporting their loved ones at home.The Alzheimer's Disease Programs Initiative (ADPI) grant has supported the implementation of several new dementia-focused services at SMAA. The ADPI-funded Compass Program is a new care coordination service providing education, tools, and resource navigation for the caregivers of individuals living with dementia. The grant also funds expanded dementia-competency training for our staff, volunteers, and community partners; these trainings include a 3-part series for Direct Support Professionals serving individuals with intellectual and developmental disabilities, as well as Gatekeeper Training for our Meals on Wheels staff and volunteers. Additionally, the ADPI grant has supported the development of a new Adult Day Program at our Portland Campus, which provides structured support and socialization for individuals living with dementia, as well as respite for caregivers. 6717538 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 0 1 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 21 0 1 83 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X Laurie Riedel 2073966500 30 Barra Road Biddeford ME 04005 X Anne Dalton President 2.00 X X 0 0 0 Stephen Braverman Vice President 1.00 X X 0 0 0 Craig Lennon Secretary 1.00 X X 0 0 0 Robert Hunter Treasurer 2.00 X X 0 0 0 Jim Clark Director 1.00 X 0 0 0 Bill Hall Director 1.00 X 0 0 0 Ann Hastings Director 1.00 X 0 0 0 John Holland Director 1.00 X 0 0 0 Herb Janick Director 1.00 X 0 0 0 Ben Jenkinson Director 1.00 X 0 0 0 Nancy Koglmeier Director 1.00 X 0 0 0 Allison Kusel Director 1.00 X 0 0 0 Rep Michele Meyer Director 1.00 X 0 0 0 Mike Tarpinian Director 1.00 X 0 0 0 Laurie Riedel CFO 40.00 X 0 0 0 Renee Longarini COO 40.00 X 109031 0 9323 Megan Walton CEO 40.00 X 190714 0 8937 Margaret Callan Past CFO 40.00 X 108232 0 14815 407977 0 33075 3 0 1 0 0 68055 6459177 1307960 7835192 Program Service Fees 624100 560113 560113 Misc. Revenue 624100 10502 10502 570615 40983 40983 19950 20891 -941 -941 -1702 761 0 68055 9506 -9506 -9506 8436343 570615 -1702 32238 431050 431050 286972 286972 441052 441052 2897942 2392039 248096 257807 27580 24897 2683 318760 249634 42221 26905 307049 222169 60935 23945 19675 16091 3474 110 38525 31508 6802 215 426085 268928 152331 4826 65006 62680 65 2261 191143 136346 42680 12117 195550 105895 56191 33464 275767 243508 15412 16847 35631 20933 13193 1505 136400 134708 1692 214026 196277 17749 56610 4122 52488 Meals & Food Service 1730765 1728671 1848 246 Equipment and Maintenan 90207 82600 7607 Misc. Expenses 57614 36347 19288 1979 Staff Development 49966 42163 4629 3174 8293375 6717538 1187753 388084 X 84 73 1709543 912184 748281 1702244 175734 166199 53017 101327 6692833 1948123 2853472 4744710 1411786 1542847 217509 174201 33845 10300 7203271 9354085 661037 1250473 52081 0 1043407 998512 0 1427633 217509 174201 1974034 3850819 X 4982758 5170040 246479 333226 5229237 5503266 7203271 9354085 142968 131061 0 X 0 1 X 1 1 1 X 5407867 4793022 6265604 7337716 7835192 31639401 5407867 4793022 6265604 7337716 7835192 31639401 31639401 4922 5211 4949 34713 41744 91539 31730940 1943348 0.99710 0.99710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 0 0 1 12150 12150 0 Part II-B, Line 1: During FY25, the Organization engaged a consulting firm which at times performed lobbying activities on behalf of the Organization. Accordingly, an allocable portion of the fees paid to the consulting firm are being reported as lobbying expenses. Similarly, various paid organizational staff engaged in various lobbying activities throughout FY25. Accordingly, an allocable portion of their compensation is being reported as lobbying expenses. 1411786 131061 1542847 1585285 226501 400000 1411786 1469627 115658 1585285 1118697 500000 -149070 1469627 593922 471960 61388 8573 1118697 0.83263 0.07248 0.09489 0 0 331000 331000 5190633 1153426 4037207 54538 11975 42563 854386 782722 71664 262276 262276 4744710 Operating Lease Liability 174201 174201 8597801 131061 30397 161458 8436343 0 8436343 8323772 30397 30397 8293375 0 8293375 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 9,506. Rental Expenses 20,891. Part XII, Line 2d - Other Adjustments: Fundraising Expenses 9,506. Rental Expenses 20,891. Charting the Future 68055 68055 100 6813 1055 300 1238 68055 68055 100 6813 1055 300 1238 9506 -9506 1 Aroostook Area Agency on Aging Inc 260 Main St Presque Island ME 04769 010322531 501(c)(3) 83036 0 Support Services Eastern Area Agency On Aging 240 State St Brewer ME 04412 010328376 501(c)(3) 116603 0 Support Services SeniorsPlus 8 Falcon Rd Lewiston ME 04240 010317103 501(c)(3) 80076 0 Support Services Spectrum Generations 1 Weston Court Suite 109 Augusta ME 04330 010318051 501(c)(3) 104179 0 Support Services Legal Services for Maine Elders 5 Wabon Street Augusta ME 04330 010359131 501(c)(3) 47156 0 Support Services 5 0 Lifespan Reimbursements 25 82991 Respite for ME 58 196563 WIN and PET funds 39 7418 Part I, Line 2: The Alzheimer Respite program is funded by the state of Maine to help caregivers care for their loved ones at home. The Organization receives the state funding and reimburses individual's respite care costs up to a maximum amount per caregiver. Respite for ME is a Maine pilot grant program providing grant funding to caregivers up to a maximum amount per caregiver. The Organization administers the Respite for ME program in Southern Maine and ensures all financial reimbursements are confirmed and managed with accuracy before payment is made to the caregiver or in certain situations, payment is made to the service provider. In addition, the Organization contributes funds to individuals in need. The contributions are primarily made to the service providers based on documentation for the approved product or service. X X X X 0 0 0 0 0 0 0 0 0 Megan Walton CEO 189887 0 0 0 827 0 3814 0 5123 0 199651 0 0 0 A Maine Health and Higher Educational Facilities Authority - 2024A 010314384 56042SDB3 2024-09-10 9334924 To refinance existing debt 0 0 1 A 270817 1176317 104500 28409 1043408 2024 1 0 1 1 A 0 0 0 0 0 0 1 A 0 1 0 0 0 0 0 0 1 A 1 Form 990, Part III, line 2 During FY25, the Organization added the following new program services: Community Connections - a pilot program and a collaboration of the five Maine Agencies on Aging to support people residing in the community and help prevent or delay use of institutional services. The Organization introduced the Respite Care Companion Program with grant funding from the National Community Care Corps. Volunteers are matched with older adults who have difficulty living independently and their family caregivers. During consistent, weekly visits from the volunteer, care recipients enjoy social connection while caregivers receive respite to improve their mental, emotional, physical, and financial health, and their ability continue supporting their loved ones at home. The Alzheimer's Disease Programs Initiative (ADPI) grant has supported the implementation of several new dementia-focused services at SMAA. The ADPI-funded Compass Program is a new care coordination service providing education, tools, and resource navigation for the caregivers of individuals living with dementia. The grant also funds expanded dementia-competency training for our staff, volunteers, and community partners; these trainings include a 3-part series for Direct Support Professionals serving individuals with intellectual and developmental disabilities, as well as Gatekeeper Training for our Meals on Wheels staff and volunteers. Additionally, the ADPI grant has supported the development of a new Adult Day Program at our Portland Campus, which provides structured support and socialization for individuals living with dementia, as well as respite for caregivers. 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 15a 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. Form 990, Part VII, Section A: Laurie Riedel, CFO, began employment with the Organization in 2025 and therefore did not receive any reportable compensation during the 2024 calendar year. She is required to be disclosed on Form 990 due to her officer role and any compensation paid to her will be reported beginning with the 2025 Form 990. 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).