Nonprofit · EIN 04-2562646
MYSTIC VALLEY AGING SERVICES INC
Tax-exempt · MALDEN, MA 02148
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $133,883,427 | $132,591,894 | $1,291,533 | $48,521,801 | $29,274,027 | $19,247,774 |
| June 30, 2024 | 990 | $121,950,045 | $120,375,135 | $1,574,910 | $46,550,020 | $28,947,501 | $17,602,519 |
| June 30, 2023 | 990 | $101,453,073 | $102,086,441 | -$633,368 | $36,654,620 | $21,132,671 | $15,521,949 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $110,070,685
- of which government grants
- $108,973,945
- Program service revenue
- $23,095,652
- Investment income
- $716,328
- Net gain from sales of assets
- $153,045
- Net income from fundraising events
- $762
- Other revenue
- $762
Expenses
- Grants and similar amounts paid
- $207,053
- Compensation of officers, directors and key employees
- $1,557,376
- Other salaries and wages
- $19,797,644
- Salaries, compensation and benefits (total)
- $26,131,587
- Professional fundraising fees
- $0
- Legal fees
- $76,469
- Accounting fees
- $92,198
- Occupancy
- $1,245,882
- Travel
- $248,383
- Depreciation
- $192,229
- Program services (functional)
- $128,197,221
- Management and general (functional)
- $4,029,989
- Fundraising (functional)
- $364,684
Balance sheet and other
- Total assets, start of year
- $46,550,020
- Total assets, end of year
- $48,521,801
- Total liabilities, end of year
- $29,274,027
- Net assets, end of year
- $19,247,774
- Land, buildings and equipment
- $377,633
- Publicly traded securities
- $7,374,868
- Net assets without donor restrictions
- $19,019,787
- Net assets with donor restrictions
- $227,987
- Gross receipts
- $136,152,743
- Employees
- 418
- Volunteers
- 179
- Year formed
- 1975
- 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 |
|---|---|---|---|---|
| LISA GURGONE | CHIEF EXECUTIVE OFFICER Officer | 35 | $285,479 | $10,564 |
| SEAN HUBACZ | CHIEF FINANCIAL OFFICER Officer | 35 | $230,648 | $53,247 |
| LESLEY NOLAN | CHIEF OPERATING OFFICER Officer | 35 | $218,017 | $17,624 |
| JOANNE SOLAZZO | DIRECTOR OF CLIENT SERVICES Key employee | 35 | $200,716 | $10,487 |
| ELIZABETH CRIMMINS | MASS AGING ACCESS ED Key employee | 35 | $168,542 | $40,131 |
| ALEX JURKEVICH | IT MANAGER Key employee | 35 | $160,698 | $44,618 |
| BRIAN MCDONALD | PROTECTIVE SERVICES DIRECTOR Key employee | 35 | $154,297 | $10,530 |
| JENNIFER VANASSE | DIRECTOR OF DEVELOPMENT Highest-paid employee | 35 | $120,599 | $42,832 |
| AMY CATALDO | DIRECTOR OF INTEGRATED CARE Highest-paid employee | 35 | $134,712 | $19,923 |
| CLARITZA BATISTA | HUMAN RESOURCES DIRECTOR Highest-paid employee | 35 | $127,917 | $15,651 |
| ROZA BUDILOVSKY | NURSE MANAGER Highest-paid employee | 35 | $121,936 | $19,808 |
| LISA JIMENEZ | DIRECTOR OF NURSING & CLINICAL CARE Highest-paid employee | 35 | $124,638 | $15,425 |
| BRIAN C SNELL | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| PAMELA L KELLY | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| SARITIN E RIZZUTO | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
17 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JANICE DONATELLI | CLERK Trustee or director, Officer | 1 | $0 |
| KRISTIN AHLMAN | DIRECTOR Trustee or director | 1 | $0 |
| ALLAN I ALPERT | DIRECTOR Trustee or director | 1 | $0 |
| KATHLEEN M BEAULIEU | DIRECTOR Trustee or director | 1 | $0 |
| SUSAN BUCKLEY | DIRECTOR Trustee or director | 1 | $0 |
| KATHRYN L DIXON | DIRECTOR Trustee or director | 1 | $0 |
| JANICE T HOUGHTON | DIRECTOR Trustee or director | 1 | $0 |
| DAVID KELLEY | DIRECTOR Trustee or director | 1 | $0 |
| CAROLYN E LIGHTBURN | DIRECTOR Trustee or director | 1 | $0 |
| JON E NORTON | DIRECTOR Trustee or director | 1 | $0 |
| TRACY NOWICKI | DIRECTOR Trustee or director | 1 | $0 |
| JAMES E OOSTERMAN | DIRECTOR Trustee or director | 1 | $0 |
| JOANNE M PUOPOLO | DIRECTOR Trustee or director | 1 | $0 |
| CHARLES W RANDALL | DIRECTOR Trustee or director | 1 | $0 |
| EDWARD ROCHA | DIRECTOR Trustee or director | 1 | $0 |
| KRISTEN SPENCE | DIRECTOR Trustee or director | 1 | $0 |
| JUDITH A WHATLEY | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 30 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LISA GURGONE | CHIEF EXECUTIVE OFFICER Officer | 35 | $289,842 | $9,222 |
| SEAN HUBACZ | CHIEF FINANCIAL OFFICER Officer | 35 | $211,345 | $38,980 |
| JOANNE SOLAZZO | DIRECTOR OF CLIENT SERVICES Key employee | 35 | $196,613 | $21,759 |
| ALEX JURKEVICH | IT MANAGER Highest-paid employee | 35 | $123,910 | $38,858 |
| BRIAN MCDONALD | PROTECTIVE SERVICES MANAGER Highest-paid employee | 35 | $146,560 | $7,021 |
| JENNIFER VANASSE | DEVELOPMENT DIRECTOR Highest-paid employee | 35 | $115,677 | $34,661 |
| AMY CATALDO | DIRECTOR OF INTEGRATED CARE Highest-paid employee | 35 | $121,413 | $15,627 |
| CLARITZA BATISTA | HUMAN RESOURCES DIRECTOR Highest-paid employee | 35 | $122,472 | $11,778 |
| BRIAN C SNELL | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| PAMELA L KELLY | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| SARITIN E RIZZUTO | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| JANICE DONATELLI | CLERK Trustee or director, Officer | 1 | $0 | $0 |
| KRISTIN AHLMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALLAN I ALPERT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KATHLEEN M BEAULIEU | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SUSAN BUCKLEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DEBRA PECZKA DIGIULIO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KATHRYN L DIXON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JANICE T HOUGHTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID KELLEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CAROLYN E LIGHTBURN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STACEY MINCHELLO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JON E NORTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TRACY NOWICKI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JAMES E OOSTERMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOANNE M PUOPOLO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHARLES W RANDALL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| EDWARD ROCHA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KRISTEN SPENCE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JUDITH A WHATLEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 30 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| LISA M GURGONE | CEO Officer | 35 | $240,122 | $23,337 |
| JOANNE SOLAZZO | CLIENT SVCS Key employee | 35 | $206,714 | $51,523 |
| SEAN HUBACZ | CFO Officer | 35 | $204,972 | $51,183 |
| ALEX JURKEVICH | IT MANAGER Highest-paid employee | 35 | $128,950 | $46,382 |
| BRIAN MCDONALD | PROTECTIVE S Highest-paid employee | 35 | $144,023 | $21,249 |
| JENNIFER VANASSE | DEVELOPMENT Highest-paid employee | 35 | $119,301 | $31,795 |
| SANDRA FALL | DIRECTOR QI Highest-paid employee | 35 | $113,295 | $24,714 |
| AMY CATALDO | INTEGRATED C Highest-paid employee | 35 | $116,446 | $17,878 |
| KRISTIN ALHMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALLAN I ALPERT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KATHLEEN M BEAULIEU | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SUSAN BUCKLEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KATHRYN DIXON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JANICE DONATELLI | CLERK Trustee or director, Officer | 1 | $0 | $0 |
| JANICE T HOUGHTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DAVID KELLEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAMELA L KELLY | VICE PRESIDE Trustee or director, Officer | 2 | $0 | $0 |
| CAROLYN E LIGHTBURN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STACEY MINCHELLO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JON E NORTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TRACY NOWICKI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JAMES OOSTERMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DEBRA PECZKA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOANNE PUOPOLO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHARLES RANDALL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SARITIN RIZZUTO | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| EDWARD ROCHA | DIRECTOR Trustee or director | 2 | $0 | $0 |
| BRIAN SNELL | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| KRISTEN SPENCE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JUDITH A WHATLEY | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 300 COMMERCIAL ST STE 19, MALDEN, MA 02148-7311
- Principal officer (990 for 2024)
- JANICE T HOUGHTON, 21 CRICKLEWOOD DRIVE, STONEHAM, MA 02180
- Signed the 990
- JANICE T HOUGHTON, PRESIDENT
- Phone
- (781) 324-7705
- Website
- WWW.MVES.ORG
- Return prepared by
- CITRIN COOPERMAN ADVISORS LLC
Mission
MYSTIC VALLEY AGING SERVICES IS AN ORGANIZATION THAT IS SET UP TO ASSIST ELIGIBLE OLDER RESIDENTS AND ADULTS LIVING WITH DISABILITIES WITH A RANGE OF SERVICES THAT WILL ENHANCE THEIR QUALITY OF LIFE AND ALLOW THEM TO LIVE WITH DIGNITY AND RESPECT.
Program accomplishments
- COMMUNITY CHOICES IS A MEDICAID FUNDED PROGRAM DESIGNED TO PROVIDE HOME CARE SUPPORT FOR ELDERS WHO ARE ELIGIBLE FOR MASS HEALTH COVERAGE AND AT RISK OF PLACEMENT IN A LONG-TERM FACILITY. THE PROGRAM PROVIDED SERVICES TO 7,660 PUBLICLY SPONSORED CLIENTS IN FY2025.Expenses $67,515,488
- STATE FUNDED HOME CARE PROVIDES COMMUNITY-BASED SERVICES TO LOW INCOME, FRAIL ELDERS THROUGH THIRD-PARTY CONTRACTS, INCLUDING CASE MANAGEMENT. THE PROGRAM PROVIDED HOME CARE AND CASE MANAGEMENT SERVICES TO 33,966 PUBLICLY SPONSORED CLIENTS IN FY2025.Expenses $19,711,133 · revenue $1,708,874
- THE ENHANCED COMMUNITY OPTIONS PROGRAM PROVIDES CASE MANAGEMENT AND COMMUNITY-BASED SERVICES TO ELDERS FINANCIALLY ELIGIBLE FOR HOME CARE, FINANCIALLY INELIGIBLE FOR MEDICAID, AND IN IMMEDIATE RISK OF NURSING HOME PLACEMENT. THE PROGRAM PROVIDED SERVICES TO 8,354 PUBLICLY SPONSORED CLIENTS IN FY2025.Expenses $11,957,899
- OTHER PROGRAMS PROVIDE CLINICAL ASSESSMENT OF ELDERS, SUPPORTIVE SENIOR HOUSING, MONEY MANAGEMENT, GERIATRIC MENTAL HEALTH SERVICES, HEALTH INSURANCE INFORMATION, MEALS AND NUTRITION SERVICES, CAREGIVER SUPPORT, ELDER TRANSPORTATION, AND LONG TERM CARE OPTIONS COUNSELING.Expenses $29,012,701 · grants $207,053 · revenue $21,386,778
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
- 04-2562646
- 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
- 1977
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P81Z)
- Assets (IRS master file)
- $48,521,801
- Income (IRS master file)
- $136,152,743
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $133,883,427 | $132,591,894 | $48,521,801 | IRS |
| 990 | June 2024 | $121,950,045 | $120,375,135 | $46,550,020 | IRS |
| 990 | June 2023 | $101,453,073 | $102,086,441 | $36,654,620 | XML |
| 990 | June 2022 | $94,729,966 | $91,544,231 | $29,641,909 | 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 04-2562646).
Questions about MYSTIC VALLEY AGING SERVICES INC
- What is the EIN of MYSTIC VALLEY AGING SERVICES INC?
- The employer identification number (EIN) of MYSTIC VALLEY AGING SERVICES INC is 04-2562646.
- Is MYSTIC VALLEY AGING SERVICES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1977.
- Are donations to MYSTIC VALLEY AGING SERVICES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does MYSTIC VALLEY AGING SERVICES 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 MYSTIC VALLEY AGING SERVICES 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 MYSTIC VALLEY AGING SERVICES 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 MYSTIC VALLEY AGING SERVICES INC?
- The 990 for the year ended June 30, 2025 names JANICE T HOUGHTON.
- Who are the officers and directors of MYSTIC VALLEY AGING SERVICES INC?
- The 990 for the year ended June 30, 2025 lists 32 people; 12 received compensation from the organization, the highest $285,479 (LISA GURGONE, CHIEF EXECUTIVE OFFICER).
- How much revenue does MYSTIC VALLEY AGING SERVICES INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $133,883,427, expenses of $132,591,894 and total assets of $48,521,801 at year end.
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