Nonprofit · EIN 04-2545136
AGESPAN INC
Tax-exempt · LAWRENCE, MA 01843
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $142,633,842 | $138,405,733 | $4,228,109 | $81,418,541 | $40,947,368 | $40,471,173 |
| June 30, 2024 | 990 | $133,795,983 | $128,072,069 | $5,723,914 | $65,469,445 | $29,257,485 | $36,211,960 |
| June 30, 2023 | 990 | $114,281,456 | $112,560,025 | $1,721,431 | $52,325,158 | $22,022,336 | $30,302,822 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $81,063,400
- of which government grants
- $78,938,772
- Program service revenue
- $60,566,282
- Investment income
- $976,353
- Net rental income
- $4,000
- Net gain from sales of assets
- $267,254
- Net income from fundraising events
- $3,166
- Other revenue
- $27,807
Expenses
- Grants and similar amounts paid
- $1,128,474
- Compensation of officers, directors and key employees
- $1,158,482
- Other salaries and wages
- $32,729,656
- Salaries, compensation and benefits (total)
- $42,163,922
- Professional fundraising fees
- $0
- Legal fees
- $142,305
- Accounting fees
- $93,114
- Occupancy
- $1,828,448
- Travel
- $976,763
- Depreciation
- $79,743
- Program services (functional)
- $130,164,932
- Management and general (functional)
- $7,752,561
- Fundraising (functional)
- $488,240
Balance sheet and other
- Total assets, start of year
- $65,469,445
- Total assets, end of year
- $81,418,541
- Total liabilities, end of year
- $40,947,368
- Net assets, end of year
- $40,471,173
- Land, buildings and equipment
- $1,119,230
- Publicly traded securities
- $805,269
- Net assets without donor restrictions
- $40,297,351
- Net assets with donor restrictions
- $173,822
- Gross receipts
- $143,143,649
- Employees
- 639
- Volunteers
- 481
- Year formed
- 1974
- State of legal domicile
- MA
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOAN F HATEM-ROY | CHIEF EXECUTIVE OFFICER Officer | 37.5 | $313,848 | $28,013 |
| CHRISTINE TARDIFF | CHIEF OPERATIONS OFFICER Officer | 37.5 | $224,730 | $34,950 |
| TAMMY A O'DONNELL | CHIEF FINANCIAL OFFICER Officer | 37.5 | $223,503 | $33,809 |
| JENNIFER RAYMOND | CHIEF STRATEGY OFFICER Officer | 37.5 | $192,380 | $17,106 |
| SHELLEY DESIMONE | CHIEF HUMAN RESOURCE OFFICER Officer | 37.5 | $177,699 | $24,199 |
| JUANITA BOWES | DIRECTOR OF FISCAL & REVENUE OPERATIONS Highest-paid employee | 37.5 | $135,100 | $15,756 |
| JOHANNA ORTIZ | CONTROLLER Highest-paid employee | 37.5 | $118,173 | $30,141 |
| JUSTYNA SLEKA | SENIOR PROGRAM DIRECTOR Highest-paid employee | 37.5 | $130,109 | $16,012 |
| MARIE KISSEL | DIRECTOR OF CLINICAL SUPPORT SERVICES Highest-paid employee | 37.5 | $134,933 | $5,553 |
| CYNTHIA DESALVO | DIRECTOR OF CONTRACT MANAGEMENT Highest-paid employee | 37.5 | $130,947 | $5,311 |
| MICHAEL RURAK | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| ROBERT SCHREIBER MD | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| COLLEEN RANSHAW-FIORELLO | CLERK Trustee or director, Officer | 1 | $0 | $0 |
| TERESA GOVE ARNOLD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MAURICE E BALBONI | DIRECTOR Trustee or director | 1 | $0 | $0 |
11 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH BERARDINO | DIRECTOR Trustee or director | 1 | $0 |
| PAMELA BLAQUIERE | DIRECTOR Trustee or director | 1 | $0 |
| JEAN BUSHNELL | DIRECTOR Trustee or director | 1 | $0 |
| SOTHEA CHIEMRUOM | DIRECTOR Trustee or director | 1 | $0 |
| KIMBERLY FLOWERS | DIRECTOR Trustee or director | 1 | $0 |
| ROBERT HOLLOWAY JR | DIRECTOR Trustee or director | 1 | $0 |
| GARY LEE | DIRECTOR Trustee or director | 1 | $0 |
| MBITA MBAO | DIRECTOR Trustee or director | 1 | $0 |
| GRACE ANN STEED | DIRECTOR Trustee or director | 1 | $0 |
| ANDREA SULLIVAN | DIRECTOR Trustee or director | 1 | $0 |
| MARTHA VELEZ | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 23 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOAN F HATEM-ROY | CHIEF EXECUTIVE OFFICER Officer | 37.5 | $287,852 | $13,889 |
| TAMMY A O'DONNELL | CHIEF FINANCIAL OFFICER Officer | 37.5 | $218,286 | $14,337 |
| CHRISTINE M TARDIFF | CHIEF OPERATING OFFICER/VP Highest-paid employee | 37.5 | $214,603 | $10,582 |
| JENNIFER R RAYMOND | CHIEF STRATEGY OFFICER Highest-paid employee | 37.5 | $184,824 | $3,081 |
| DEBORAH R CROOKE | CHIEF INFORMATION OFFICER Highest-paid employee | 37.5 | $169,367 | $16,177 |
| SHELLY DESIMONE | CHIEF HR OFFICER Highest-paid employee | 37.5 | $167,879 | $14,352 |
| ANNA BELLOWS | GENERAL COUNSEL Highest-paid employee | 37.5 | $156,739 | $13,348 |
| MICHAEL RURAK | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| COLLEEN RANSHAW-FIORELLO | CLERK Trustee or director, Officer | 1 | $0 | $0 |
| MAURICE E BALBONI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROBERT SCHREIBER MD | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| TERESA GOVE ARNOLD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOSEPH BERARDINO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAMELA BLAQUIERE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JEAN BUSHNELL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROBERT HOLLOWAY JR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHARLENE MUSCATO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GRACE ANN STEED | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARTHA VELEZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GARY LEE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANDREA SULLIVAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SANDRA LEVIN | DIRECTOR END 11/23 Trustee or director | 1 | $0 | $0 |
| ALEX PEREZ | DIRECTOR END 11/23 Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 25 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOAN F HATEM-ROY | CHIEF EXECUTIVE OFFICER Officer | 37.5 | $276,705 | $13,455 |
| TAMMY A O'DONNELL | CHIEF FINANCIAL OFFICER Officer | 37.5 | $225,146 | $0 |
| CHRISTINE M TARDIFF | CHIEF OPERATING OFFICER/VP CLINICAL SERVICES Highest-paid employee | 37.5 | $200,577 | $10,438 |
| JENNIFER R RAYMOND | CHIEF STRATEGY OFFICER Highest-paid employee | 37.5 | $174,448 | $2,954 |
| DEBORAH R CROOKE | CHIEF INFORMATION OFFICER Highest-paid employee | 37.5 | $159,900 | $16,222 |
| SHELLY DESIMONE | CHIEF HR OFFICER Highest-paid employee | 37.5 | $152,962 | $14,172 |
| ANNA BELLOWS | GENERAL COUNSEL Highest-paid employee | 37.5 | $147,398 | $12,475 |
| MICHAEL RURAK | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| DEAN CLEGHORN | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| MAURICE E BALBONI | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| ROBERT SCHREIBER MD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TERESA GOVE ARNOLD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOSEPH BERARDINO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAMELA BLAQUIERE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JEAN BUSHNELL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID GRAVEL | DIRECTOR - RETIRED IN NOVEMBER Trustee or director | 1 | $0 | $0 |
| ROBERT HOLLOWAY JR | DIRECTOR Trustee or director | 1 | $0 | $0 |
| GRACE A LAGANA | DIRECTOR - RETIRED IN NOVEMBER Trustee or director | 1 | $0 | $0 |
| SANDRA LEVIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHARLENE MUSCATO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALEX PEREZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| COLLEEN RANSHAW-FIORELLO | CLERK Trustee or director, Officer | 1 | $0 | $0 |
| BARRY SINEWITZ | DIRECTOR - RETIRED IN NOVEMBER Trustee or director | 1 | $0 | $0 |
| GRACE ANN STEED | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARTHA VELEZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 280 MERRIMACK ST STE 400, LAWRENCE, MA 01843-1787
- In care of
- % TAMMY ODONNELL CFO
- Principal officer (990 for 2024)
- TAMMY O'DONNELL, 280 MERRIMACK STREET SUITE 400, LAWRENCE, MA 01843
- Signed the 990
- TAMMY O'DONNELL, CFO
- Phone
- (978) 683-7747
- Website
- WWW.AGESPAN.ORG
- Return prepared by
- CITRIN COOPERMAN ADVISORS LLC
Mission
TO ENSURE EVERYONE'S CHOICE TO LEAD FULFILLING LIVES AS THEY AGE.
Program accomplishments
- SENIOR CARE OPTIONS (SCO) IS A VOLUNTARY MEDICARE ADVANTAGE HEALTH PLAN THAT COMBINES MEDICARE AND MASSHEALTH BENEFITS. SENIOR CARE OPTIONS IS A COMPREHENSIVE HEALTH PLAN THAT COVERS ALL OF THE SERVICES NORMALLY PAID FOR THROUGH MEDICARE AND MASSHEALTH. THIS PLAN PROVIDES SERVICES TO LOW-INCOME ADULTS AGED 65 AND OVER THROUGH A SENIOR CARE ORGANIZATION AND ITS NETWORK OF PROVIDERS. IT COMBINES HEALTH SERVICES WITH SOCIAL SERVICES BY COORDINATING CARE AND SPECIALIZED GERIATRIC SUPPORT SERVICES, ALONG WITH RESPITE CARE FOR FAMILIES AND CAREGIVERS. SCO OFFERS AN IMPORTANT ADVANTAGE FOR ELIGIBLE MEMBERS OVER TRADITIONAL FEE-FOR-SERVICE CARE. THERE ARE NO COPAYS FOR ENROLLED MEMBERS.Expenses $19,664,021 · revenue $19,664,021
- CHOICES: THE COMMUNITY CHOICE PROGRAM ALLOWS OLDER ADULTS WHO ARE ON MASSHEALTH TO RECEIVE EXPANDED CARE AT HOME, WHICH CAN DELAY OR PREVENT IMMINENT PLACEMENT IN A LONG-TERM CARE FACILITY. ELIGIBILITY FOR THE COMMUNITY CHOICE PROGRAM IS BASED ON THE FOLLOWING CRITERIA - AGE 60 OR OLDER; APPROVED FOR MASSHEALTH STANDARD BENEFITS; MEET THE CLINICAL CRITERIA FOR ENROLLMENT IN THE HOME AND COMMUNITY BASED SERVICES (HCBS) WAIVER; BE AT IMMINENT RISK OF NURSING HOME PLACEMENT BECAUSE OF SERIOUS HEALTH CONDITIONS AND/OR THE INABILITY TO MANAGE DAILY CARE. A CARE MANAGER AND NURSE FROM AGESPAN WILL CONDUCT A NEEDS ASSESSMENT TO DETERMINE ELIGIBILITY. THEY WILL THEN WORK WITH THE CONSUMER AND HIS/HER FAMILY MEMBERS TO DETERMINE A PLAN OF CARE, COORDINATE ALL SERVICES RECEIVED BY THE CONSUMER, CONDUCT REASSESSMENT VISITS, AND OFFER ONGOING CARE MANAGEMENT.Expenses $18,281,884 · revenue $18,281,884
- ECOP: THE ENHANCED COMMUNITY OPTIONS PROGRAM (ECOP) IS DESIGNED TO SERVE FRAIL ELDERS LIVING IN THE COMMUNITY WHO ARE AT RISK OF NURSING HOME PLACEMENT DUE TO FUNCTIONAL OR COGNITIVE IMPAIRMENT. TO QUALIFY, THE PERSON MUST BE 60 OR OLDER, AND THOSE UNDER AGE 60 MAY BE ELIGIBLE WITH A DOCUMENTATION OF ALZHEIMER'S DISEASE OR A RELATED DEMENTIA; MEET CLINICAL ELIGIBILITY REQUIREMENTS FOR NURSING FACILITY PLACEMENT; AND REQUIRE HOME CARE SERVICES GREATER THAN TWO TIMES THOSE AVAILABLE THROUGH THE GENERAL STATE HOME CARE PROGRAM. A CARE MANAGER AND NURSE FROM AGESPAN WILL CONDUCT A NEEDS ASSESSMENT TO DETERMINE ELIGIBILITY. THEY WILL THEN WORK WITH THE ELDER AND HIS/HER FAMILY MEMBERS TO DETERMINE A PLAN OF CARE, COORDINATE ALL SERVICES RECEIVED BY THIS INDIVIDUAL, CONDUCT REASSESSMENT VISITS AND OFFER ONGOING CARE MANAGEMENT.Expenses $12,203,953 · revenue $12,203,953
- OTHER PROGRAMS INCLUDE PROVIDING CASE MANAGEMENT, PROTECTIVE SERVICES, NUTRITION & MEALS SERVICES, CAREGIVER SUPPORT, INFORMATION & REFERRAL, MEDICARE RESOURCES, HOUSING SUPPORT, FINANCIAL RESOURCES, COMMUNITY OUTREACH AND HEALTH EQUITY ACCESS.Expenses $80,015,074 · grants $1,128,474 · revenue $10,416,424
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 04-2545136
- 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
- 1975
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P81Z)
- Assets (IRS master file)
- $81,418,541
- Income (IRS master file)
- $143,143,649
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $142,633,842 | $138,405,733 | $81,418,541 | IRS |
| 990 | June 2024 | $133,795,983 | $128,072,069 | $65,469,445 | XML |
| 990 | June 2023 | $114,281,456 | $112,560,025 | $52,325,158 | XML |
| 990 | June 2022 | $107,934,032 | $101,015,725 | $46,498,915 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | 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 04-2545136).
Questions about AGESPAN INC
- What is the EIN of AGESPAN INC?
- The employer identification number (EIN) of AGESPAN INC is 04-2545136.
- Is AGESPAN INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1975.
- Are donations to AGESPAN INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does AGESPAN 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 AGESPAN INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did AGESPAN INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of AGESPAN INC?
- The 990 for the year ended June 30, 2025 names TAMMY O'DONNELL.
- Who are the officers and directors of AGESPAN INC?
- The 990 for the year ended June 30, 2025 lists 26 people; 10 received compensation from the organization, the highest $313,848 (JOAN F HATEM-ROY, CHIEF EXECUTIVE OFFICER).
- How much revenue does AGESPAN INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $142,633,842, expenses of $138,405,733 and total assets of $81,418,541 at year end.
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