2026-03-24T10:01:59-05:00 2025-06-30 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 3001 SUMMER STREET 5TH FLOOR EAST STAMFORD CT 06905 990 2024-07-01 060963343 ELDERHOUSE INC ELDE 2038471998 7 LEWIS STREET NORWALK CT 06851 JULIA SCHWARTZ-LEEPER EXECUTIVE DIRECTOR 2038471998 2026-03-24 1 1 GARRETT M HIGGINS P00543209 2033232400 2026-03-24 2024 2025-03-06 01:10:19Z JULIA SCHWARTZ-LEEPER 7 LEWIS STREET NORWALK CT 06851 1741202 0 X WWW.ELDERHOUSE.ORG X 1978 CT TO ENHANCE THE QUALITY OF LIFE FOR AGING ADULTS AND THEIR CAREGIVERS THROUGH A BROAD RANGE OF TRUSTED, COMPASSIONATE, AND ENRICHING DAY SERVICES AND HOME-BASED SUPPORT. 15 15 16 40 0 0 450120 576928 870234 871554 50602 78631 -1357 24276 1369599 1551389 228308 245642 0 0 764833 751702 0 0 46161 253040 291470 1246181 1288814 123418 262575 2334826 2637237 30292 34508 2304534 2602729 X ELDERHOUSE PROMOTES THE HEALTH AND WELLBEING OF AGING ADULTS THROUGH A HOLISTIC MEDICAL MODEL ADULT DAY PROGRAM LED BY A PASSIONATE TEAM OF THERAPEUTIC RECREATION PROFESSIONALS, HEALTH AIDES, AND NURSES SPECIALLY TRAINED TO SUPPORT THE UNIQUE NEEDS OF EACH INDIVIDUAL. AT THE CENTER, WE FOSTER AN ENVIRONMENT OF INCLUSIVITY AND ENRICHMENT THROUGH ACTIVITIES CENTERED ON CELEBRATING PERSONAL SUCCESSES. WE ENSURE SAFETY THROUGH PERSONAL ATTENTION AND DEPENDABLE DOOR-TO-DOOR TRANSPORTATION. WE BUILD TRUST WITH FAMILIES, OFFERING CAREGIVERS RESPITE FROM CAREGIVING DUTIES AND PEACE OF MIND KNOWING THEIR LOVED ONES ARE IN OUR CARE. 0 0 817406 0 559924 ADULT DAY SERVICES: ELDERHOUSE ADULT DAY CENTER IS A STATE CERTIFIED MEDICAL AND SOCIAL MODEL ADULT DAY CENTER. OUR FOCUS IS TO PROVIDE CARE FOR OLDER ADULTS WITH COGNITIVE AND OR MEDICAL CONDITIONS THAT REQUIRE SUPERVISION AND PERSONAL CARE. OLDER ADULTS ARE PROVIDED DOOR-TO-DOOR TRANSPORTATION TO AND FROM ELDERHOUSE WHERE THEY BENEFIT FROM: DAILY MEDICAL MONITORING BY A REGISTERED NURSE; PERSONAL CARE BY CERTIFIED HEALTH AIDES; THERAPEUTIC RECREATION, MUSICAL PROGRAMS, AND MEMORY ENHANCEMENT ACTIVITIES; AS WELL AS SOCIAL AND COMMUNITY ENGAGEMENT. IN TURN, FAMILY CAREGIVERS BENEFIT FROM HOURS OF RELIABLE RESPITE, CAREGIVER COUNSELING AND GROUP SUPPORT. THE COMBINATION OF A HIGHLY EFFECTIVE CARE ENVIRONMENT FOR OLDER ADULTS AND RESPITE FOR CAREGIVERS, LEADS TO A HIGHER QUALITY OF LIFE FOR BOTH. THE CARE AT ELDERHOUSE ACHIEVES 3 MAJOR OBJECTIVES:(1) SUPPORT OLDER ADULTS TO REMAIN IN THEIR OWN HOMES,(2) TO REDUCE THE RATE OF EMERGENCY ROOM VISITS AND HOSPITAL READMISSIONS, AND(3) TO IMPROVE THE QUALITY OF LIFE OUR ADULTS THROUGH SOCIAL CONNECTION. 260046 232758 311630 ADULT FAMILY LIVING SERVICES: ELDERHOUSE HAS PROVIDED SUPPORT TO CAREGIVERS FOR MORE THAN 40 YEARS. WE RECOGNIZE THAT LOVING CARE STARTS IN THE HOME AND IS ESSENTIAL TO THE WELL-BEING OF OLDER SENIORS. TO SERVE THE GROWING NUMBER OF INDIVIDUALS TAKING ON THE ROLE OF CAREGIVING IN THEIR OWN HOME, ELDERHOUSE IS AN ACCREDITED PROVIDER OF ADULT FAMILY LIVING SERVICES. CAREGIVERS RECEIVE PROFESSIONAL SUPPORT ON MANAGING DAILY TASKS AND A MONTHLY TAX-FREE STIPEND. THIS MONTHLY PAYMENT COMPENSATES FAMILY MEMBERS FOR THE CARE AND ASSISTANCE THEY PROVIDE TO THEIR LOVED ONES. THIS PROGRAM IS FOR MEDICAID ELIGIBLE CLIENTS.CAREGIVER SUPPORT: SUPPORT GROUPS, INDIVIDUAL SUPPORTIVE COUNSELING AND INFORMATION AND REFERRAL TO ASSIST CAREGIVERS. AVAILABLE FREE TO ALL. 12884 12884 0 ADULT DAY AT HOME: HOME DELIVERED MEALS AND SUPPORTFIRST BEGAN DURING THE PANDEMIC BUT REMAINS AVAILABLE TO THOSE UNABLE TO ATTEND IN PERSON DAYCARE. MEAL DELIVERY COMBINED WITH DAILY PHONE CONTACT OFFERS ISOLATED QUALIFIED OLDER ADULTS, TWO NUTRITIONALLY BALANCED MEALS PLUS A WELLNESS CALL EACH DAY. THE MEALS MEET ALL USDA GUIDELINES, ACCOMMODATE DIETARY RESTRICTIONS AND ARE DELIVERED FREE OF COST. THIS PROGRAM CONTINUES TODAY ACHIEVING SUCCESS IN FOSTERING BETTER HEALTH OUTCOMES AND REDUCING STRESS FOR CAREGIVERS. 1090336 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 3 0 16 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X YVELISSE AQUINO 2038471998 7 LEWIS STREET NORWALK CT 06851 CHARLES F CARROLL ESQ PRESIDENT 1.00 X X 0 0 0 PAUL GARAVEL VICE PRESIDENT 1.00 X X 0 0 0 COLIN J KELLY TREASURER 1.00 X X 0 0 0 ELLEN WILIS SECRETARY 1.00 X X 0 0 0 DIANE ALLISON ESQ DIRECTOR 1.00 X 0 0 0 EILEEN T CAHILL DIRECTOR 1.00 X 0 0 0 ANDREA COREAU DIRECTOR 1.00 X 0 0 0 SUSAN DOYLE DIRECTOR AS OF 5/25 1.00 X 0 0 0 MARC GRENIER ESQ DIRECTOR 1.00 X 0 0 0 JENNIFER KELLY DIRECTOR 1.00 X 0 0 0 COLETTE LESPERANCE DIRECTOR 1.00 X 0 0 0 LAURA ROBERTS DIRECTOR 1.00 X 0 0 0 PATRICIA A ROSEN DIRECTOR 1.00 X 0 0 0 RICHARD TAVELLA DIRECTOR 1.00 X 0 0 0 MINDY WOLKSTEIN DIRECTOR 1.00 X 0 0 0 JULIA SCHWARTZ-LEEPER EXECUTIVE DIRECTOR 37.50 X 134250 0 8256 134250 0 8256 1 0 0 0 0 35663 284347 256918 5352 576928 ADULT DAY CARE 623990 559924 559924 ADULT FAMILY LIVING 623990 311630 311630 871554 56509 56509 192666 170544 22122 22122 22122 43545 35663 19269 24276 24276 1551389 871554 0 102907 245642 245642 148883 37221 74442 37220 496972 487542 6371 3059 15426 15426 30444 28824 1087 533 59977 49337 7101 3539 20771 20771 18350 18350 7782 7782 23563 22563 977 23 4592 4592 14044 13010 514 520 10285 10285 18833 15066 3767 22525 22525 2441 2441 43484 42614 870 24160 24160 PERSONAL CARE & MEALS 38993 38993 REPAIRS & MAINTENANCE 24061 24061 OTHER PROGRAM EXPENSES 8919 8919 BAD DEBT EXPENSE 7400 7400 1267 1267 1288814 1090336 152317 46161 549664 165389 34810 479498 100000 70221 75368 100 100 1568239 602273 884177 965966 795854 850916 2334826 2637237 30292 34508 30292 34508 X 1895295 2159879 409239 442850 2304534 2602729 2334826 2637237 262575 35620 0 X X 0 1 X 1 0 X 441415 636901 324735 450120 576928 2430099 441415 636901 324735 450120 576928 2430099 122673 2307426 19289 25470 22541 38141 56509 161950 24276 24276 2616325 3710096 0.88190 0.87230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 830664 91229 8780 913113 753764 84624 7724 830664 686800 73006 6042 753764 843869 -82449 74620 686800 673588 177103 6822 843869 0.51501 0.05476 0.43023 0 0 1312521 469955 842566 76364 71973 4391 179354 60345 119009 965966 X 1577960 35620 35620 1542340 7782 1267 9049 1551389 1279765 0 1279765 7782 1267 9049 1288814 PART V, LINE 4: THE PURPOSE OF THE ENDOWMENT FUNDS IS TO PROVIDE LONG-TERM SUPPORT FOR THE ENHANCEMENT OF THE ARTS FOR THE BENEFIT OF ELDERHOUSE'S CLIENTELE AND FOR GENERAL PROGRAM SUPPORT. PART X, LINE 2: ELDERHOUSE RECOGNIZES THE EFFECTS OF INCOME TAX POSITIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT ELDERHOUSE HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. ELDERHOUSE IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR PERIODS PRIOR TO 2022. PART XI, LINE 4B - OTHER ADJUSTMENTS: TO RECLASSIFY FUNDRAISING EXPENSES TO MATCH CONTRIBUTIONS 1,267. PART XII, LINE 4B - OTHER ADJUSTMENTS: TO RECLASSIFY FUNDRAISING EXPENSES TO MATCH CONTRIBUTIONS 1,267. NIGHT AT AQUARIUM 58818 26948 31870 13917 MURDER MYSTERY 20390 8715 11675 5352 79208 35663 43545 13917 5352 19269 24276 1 ADULT FAMILY LIVING CAREGIVER STIPENDS 15 232758 DELIVERED MEALS 15 0 12884 COST MEALS DELIVERED TO SENIORS PART I, LINE 2: ADULT FAMILY LIVING CAREGIVER STIPENDS: THE ADULT FAMILY LIVING PROGRAM OFFERS FINANCIAL SUPPORT TO CAREGIVERS, HELPING THEM TO SUCCEED IN PROVIDING THE BEST CARE POSSIBLE. CAREGIVERS RECEIVE A MONTHLY TAX-FREE STIPEND. THIS MONTHLY PAYMENT AFFORDS CAREGIVERS THE OPPORTUNITY TO BE AWARDED FOR THE CARE AND ASSISTANCE THEY GIVE TO SENIORS. CAREGIVERS MUST BE 21 YEARS OF AGE OR OLDER, CAN BE A FAMILY RELATIVE OR FRIEND, AND MAY RESIDE AND PROVIDE CARE IN EITHER THE CAREGIVER OR SENIOR'S HOME. DELIVERED MEALS: MEALS ARE DELIVERED DIRECTLY TO SENIOR IN NEED AND THEREFORE NO ADDITIONAL MONITORING IS REQUIRED. THE MEALS MEET ALL USDA GUIDELINES, ACCOMMODATE SENIORS WITH DIETARY RESTRICTIONS AND ARE DELIVERED FREE OF COST. FORM 990, PART III: OUR AFFORDABLE SERVICES EXTEND BEYOND OUR ADULT DAY CENTER. FAMILIES BENEFIT FROM OUR NUMEROUS SUPPORT SOLUTIONS INCLUDING CAREGIVER COUNSELING, MEAL DELIVERY, AND CAREGIVER GUIDANCE AND COMPENSATION THROUGH CONNECTICUT'S ADULT FAMILY LIVING PROGRAM. SINCE 1977 ELDERHOUSE, AN ACCREDITED NON-PROFIT AGENCY LOCATED IN THE HEART OF FAIRFIELD COUNTY, HAS REMAINED PROUDLY COMMITTED TO IMPROVING THE LIVES OF OUR AGING COMMUNITY MEMBERS AND THEIR CAREGIVERS. FORM 990, PART VI, SECTION B, LINE 11B ELDERHOUSE, INC. HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. ONCE THE FORM 990 IS PREPARED, IT IS PROVIDED TO THE EXECUTIVE DIRECTOR AND THE FINANCE COMMITTEE AND BOARD PRESIDENT FOR REVIEW AND SUBSEQUENT APPROVAL. ONCE APPROVED BY THE FINANCE COMMITTEE AND BOARD PRESIDENT, THEY RECOMMEND FULL BOARD APPROVAL AT THE SUBSEQUENT MEETING OF THE BOARD. THE RETURN IS SIGNED AND FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ELDERHOUSE HAS A CONFLICT OF INTEREST POLICY IN PLACE WHICH COVERS EVERY OFFICER, EMPLOYEE AND MEMBER OF THE BOARD OF DIRECTORS ("RESPONSIBLE PERSONS"). ALL RESPONSIBLE PERSONS RECEIVE A COPY OF THE CONFLICT OF INTEREST POLICY AT THE BEGINNING OF THEIR SERVICE WITH ELDERHOUSE AND ARE REQUIRED TO REVIEW IT, DISCLOSE ANY POTENTIAL CONFLICTS OF INTEREST, AND AFFIRM THEIR AGREEMENT WITH THE POLICY BY SIGNING IT. AFTERWARDS, INDIVIDUALS SERVING ON THE BOARD OF DIRECTORS ARE REQUIRED TO REVIEW AND AFFIRM THEIR COMPLIANCE WITH THE POLICY ON AN ANNUAL BASIS. COMPLETED CONFLICT OF INTEREST AGREEMENTS ARE REVIEWED BY THE EXECUTIVE DIRECTOR, OR DESIGNEE, WHO NOTIFIES THE PRESIDENT OF THE BOARD, OF ANY POTENTIAL OR ACTUAL CONFLICTS OF INTEREST. ADDITIONALLY, RESPONSIBLE PERSONS MUST DISCLOSE ANY CHANGES THAT MAY RESULT IN A POTENTIAL OR ACTUAL CONFLICT OF INTEREST AS IT ARISES. IF IT IS NOT CLEAR WHETHER A CONFLICT OF INTEREST IS PRESENT, THE RESPONSIBLE PERSON WITH THE POTENTIAL OR ACTUAL CONFLICT WILL DISCLOSE THE CIRCUMSTANCES TO THE CHAIR OF THE EXECUTIVE COMMITTEE (THE PRESIDENT OF THE BOARD), WHO DETERMINES WHETHER A CONFLICT OF INTEREST IS PRESENT. PRIOR TO A BOARD OR COMMITTEE ACTION ON A CONTRACT OR TRANSACTION INVOLVING A CONFLICT OF INTEREST WITH A BOARD MEMBER, THE INTERESTED BOARD MEMBER MUST DISCLOSE ALL RELEVANT FACTS SURROUNDING THE CONFLICT OF INTEREST. INTERESTED BOARD MEMBERS ARE NOT ALLOWED TO PARTICIPATE IN OR BE PRESENT WHILE THE BOARD OR COMMITTEE DISCUSSES THE MATTER AND ARE NOT ALLOWED A VOTE ON THE MATTER. IF THE INTERESTED RESPONSIBLE PERSON IS NOT A BOARD MEMBER, OR IF THE CONTRACT OR TRANSACTION IS NOT SUBJECT TO BOARD OR COMMITTEE ACTION, THE INTERESTED RESPONSIBLE PERSON MUST DISCLOSE THE CONFLICT OF INTEREST TO THE CHAIR OF THE EXECUTIVE COMMITTEE, OR DESIGNEE, AND REFRAIN FROM ANY ACTION THAT MAY IMPACT ELDERHOUSE'S PARTICIPATION IN THE MATTER. FORM 990, PART VI, SECTION B, LINE 15A ELDERHOUSE HAS A PROCESS IN PLACE FOR EVALUATING THE COMPENSATION PACKAGE OF ITS EXECUTIVE DIRECTOR, WHICH INCLUDES: 1. REVIEW AND APPROVAL BY THE EXECUTIVE COMMITTEE, WHICH IS COMPRISED OF INDEPENDENT MEMBERS, WITH INPUT FROM THE FINANCE COMMITTEE, 2. USE OF COMPARABLE DATA, INCLUDING THE FORMS 990 OF SIMILAR ORGANIZATIONS, 3. CONTEMPORANEOUS DOCUMENTATION OF THE DELIBERATIONS AND DECISIONS REGARDING THE EXECUTIVE DIRECTOR'S COMPENSATION PACKAGE. THIS PROCESS WAS LAST UNDERTAKEN IN FEBRUARY 2026. FORM 990, PART VI, SECTION C, LINE 19 ELDERHOUSE MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. FORM 990, PART XII, LINE 2C: ELDERHOUSE HAS A COMMITTEE THAT IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.