Nonprofit · EIN 03-0273983
SOUTHWESTERN VERMONT COUNCIL ON AGING INC
Tax-exempt · RUTLAND, VT 05701
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $6,466,399 | $6,337,068 | $129,331 | $4,298,546 | $2,560,257 | $1,738,289 |
| September 30, 2024 | 990 | $5,159,393 | $5,066,200 | $93,193 | $3,925,941 | $2,317,088 | $1,608,853 |
| September 30, 2023 | 990 | $4,206,297 | $4,151,944 | $54,353 | $3,592,690 | $2,077,030 | $1,515,660 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $6,260,598
- of which government grants
- $6,089,935
- Program service revenue
- $93,229
- Investment income
- $76,461
- Other revenue
- $36,111
Expenses
- Grants and similar amounts paid
- $631,356
- Compensation of officers, directors and key employees
- $95,641
- Other salaries and wages
- $2,336,171
- Salaries, compensation and benefits (total)
- $3,292,770
- Professional fundraising fees
- $0
- Accounting fees
- $23,762
- Occupancy
- $74,119
- Travel
- $71,364
- Depreciation
- $53,412
- Program services (functional)
- $5,834,528
- Management and general (functional)
- $502,540
Balance sheet and other
- Total assets, start of year
- $3,925,941
- Total assets, end of year
- $4,298,546
- Total liabilities, end of year
- $2,560,257
- Net assets, end of year
- $1,738,289
- Land, buildings and equipment
- $677,626
- Net assets without donor restrictions
- $1,698,534
- Net assets with donor restrictions
- $39,755
- Gross receipts
- $6,466,399
- Employees
- 62
- Volunteers
- 0
- Year formed
- 1977
- State of legal domicile
- VT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Rosemary Greene | EX. Director Officer | 40 | $81,979 | $27,974 |
| George Davis | Emeritus Trustee or director | 2 | $0 | $0 |
| Tom Adams | Director Trustee or director | 2 | $0 | $0 |
| Ron Bower | Treasurer Trustee or director, Officer | 2 | $0 | $0 |
| Howard Cohen | President Trustee or director, Officer | 2 | $0 | $0 |
| Michele Pagen | Secretary Trustee or director, Officer | 2 | $0 | $0 |
| Peter Lawrence | Director Trustee or director | 2 | $0 | $0 |
| Alison Hill | Alternate Secretary Trustee or director, Officer | 2 | $0 | $0 |
| Lin Lavallee | Director Trustee or director | 2 | $0 | $0 |
| Ron Hachey | Vice President Trustee or director, Officer | 2 | $0 | $0 |
| Richard Greenspan | Director Trustee or director | 2 | $0 | $0 |
990 for the year ended September 30, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Rosemary Greene | EX. Director Officer | 40 | $74,536 |
| George Davis | Emeritus Trustee or director | 2 | $0 |
| Tom Adams | Director Trustee or director | 2 | $0 |
| Ron Bower | Treasurer Trustee or director, Officer | 2 | $0 |
| Howard Cohen | President Trustee or director, Officer | 2 | $0 |
| Michele Pagen | Secretary Trustee or director, Officer | 2 | $0 |
| Peter Lawrence | Director Trustee or director | 2 | $0 |
| Alison Hill | Alternate Secretary Trustee or director, Officer | 2 | $0 |
| Lin Lavallee | Director Trustee or director | 2 | $0 |
| Ron Hachey | Vice President Trustee or director, Officer | 2 | $0 |
| Douglass Ball | Director Trustee or director | 2 | $0 |
| Richard Greenspan | Director Trustee or director | 2 | $0 |
| Roy Lauridsen | Director Trustee or director | 2 | $0 |
990 for the year ended September 30, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Rosemary Greene | EX. Director Officer | 40 | $65,488 |
| George Davis | President Trustee or director, Officer | 2 | $0 |
| Tom Adams | Director Trustee or director | 2 | $0 |
| Ron Bower | Treasurer Trustee or director, Officer | 2 | $0 |
| Kay Jones | Director Trustee or director | 2 | $0 |
| Howard Cohen | Vice President Trustee or director, Officer | 2 | $0 |
| Michele Pagen | Secretary Trustee or director, Officer | 2 | $0 |
| Peter Lawrence | Director Trustee or director | 2 | $0 |
| Alison Hill | Alternate Secretary Trustee or director, Officer | 2 | $0 |
| Lin Lavallee | Director Trustee or director | 2 | $0 |
| Ron Hachey | Director Trustee or director | 2 | $0 |
| Myra Zimmerman | Director Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 143 MAPLE ST, RUTLAND, VT 05701-2815
- Principal officer (990 for 2024)
- Rosemary Greene, 143 Maple Street, Rutland, VT 05701
- Signed the 990
- Rosemary Greene, Ex. Director
- Phone
- (802) 786-5590
- Website
- www.scvoa.org
- Return prepared by
- WHITE & ASSOCIATES
Mission
The Southwestern Vermont Council on Aging exists to be a community force in creating and sustaining opportunities for elders and caregivers in our region to help assure that elders are able to maintain maximum independence and quality of life.
Program accomplishments
- Individual advocacy, benefit counseling,long term care, legal asssistance information and referral.Expenses $3,366,222 · revenue $93,229
- Independent living, homemaker, congregate and home delivered meals, transportation, nutrition counseling.Expenses $2,181,522 · revenue $75,317
- `Expenses $286,784
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 03-0273983
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1980
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P81Z)
- Assets (IRS master file)
- $4,298,546
- Income (IRS master file)
- $6,466,399
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $6,466,399 | $6,337,068 | $4,298,546 | XML |
| 990 | September 2024 | $5,159,393 | $5,066,200 | $3,925,941 | XML |
| 990 | September 2023 | $4,206,297 | $4,151,944 | $3,592,690 | XML |
| 990 | September 2022 | $4,260,411 | $4,214,997 | $3,007,455 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 03-0273983).
Questions about SOUTHWESTERN VERMONT COUNCIL ON AGING INC
- What is the EIN of SOUTHWESTERN VERMONT COUNCIL ON AGING INC?
- The employer identification number (EIN) of SOUTHWESTERN VERMONT COUNCIL ON AGING INC is 03-0273983.
- Is SOUTHWESTERN VERMONT COUNCIL ON AGING INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1980.
- Are donations to SOUTHWESTERN VERMONT COUNCIL ON AGING INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SOUTHWESTERN VERMONT COUNCIL ON AGING INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SOUTHWESTERN VERMONT COUNCIL ON AGING INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUTHWESTERN VERMONT COUNCIL ON AGING INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of SOUTHWESTERN VERMONT COUNCIL ON AGING INC?
- The 990 for the year ended September 30, 2025 names Rosemary Greene.
- Who are the officers and directors of SOUTHWESTERN VERMONT COUNCIL ON AGING INC?
- The 990 for the year ended September 30, 2025 lists 11 people; 1 received compensation from the organization, the highest $81,979 (Rosemary Greene, EX. Director).
- How much revenue does SOUTHWESTERN VERMONT COUNCIL ON AGING INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $6,466,399, expenses of $6,337,068 and total assets of $4,298,546 at year end.
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