Nonprofit · EIN 04-2616064
SPRINGWELL INC
Tax-exempt · WALTHAM, MA 02452
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $119,463,998 | $116,574,438 | $2,889,560 | $43,740,559 | $11,549,536 | $32,191,023 |
| June 30, 2024 | 990 | $109,385,134 | $104,487,186 | $4,897,948 | $48,500,100 | $19,198,637 | $29,301,463 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $437,551
- Program service revenue
- $118,135,571
- Investment income
- $890,876
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $94,492,629
- Compensation of officers, directors and key employees
- $1,018,810
- Other salaries and wages
- $13,962,034
- Salaries, compensation and benefits (total)
- $18,467,897
- Professional fundraising fees
- $0
- Legal fees
- $170,809
- Accounting fees
- $73,772
- Occupancy
- $1,545,349
- Travel
- $253,519
- Depreciation
- $106,932
- Program services (functional)
- $113,478,976
- Management and general (functional)
- $2,963,868
- Fundraising (functional)
- $131,594
Balance sheet and other
- Total assets, start of year
- $48,500,100
- Total assets, end of year
- $43,740,559
- Total liabilities, end of year
- $11,549,536
- Net assets, end of year
- $32,191,023
- Land, buildings and equipment
- $70,670
- Net assets without donor restrictions
- $31,842,075
- Net assets with donor restrictions
- $348,948
- Gross receipts
- $119,463,998
- Employees
- 305
- Volunteers
- 474
- Year formed
- 1976
- 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 |
|---|---|---|---|---|
| PATRICIA SCHEFFLER | CEO Officer | 38 | $203,816 | $33,279 |
| KARA DONELLON | CFO Officer | 38 | $169,540 | $24,750 |
| KRISTEN LETOURNEAU-LUCE | COO Officer | 38 | $129,417 | $28,944 |
| ARTHUR AVAKIAN | DIRECTOR OF IT Highest-paid employee | 38 | $123,952 | $30,134 |
| ANDREW MOORADIAN | IT SYSTEMS MANAGER Highest-paid employee | 38 | $114,043 | $18,672 |
| LAURA OBERLANDER | CHIEF PROGRAM DEVELOPMENT OFFICER Officer | 38 | $107,223 | $18,446 |
| SARAH HUBBARD | CHRO Officer | 38 | $111,521 | $10,234 |
| BETH SCHULTZ | CHIEF COMMUNITY ENGAGEMENT OFFICER Officer | 30 | $110,123 | $10,804 |
| JENNIFER DARBY | ASSOC DIR OF COMMUNITY SERVICES Highest-paid employee | 38 | $100,901 | $13,664 |
| HARRIET MERKOWITZ | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| JEFFREY LELAND | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| JOE BISOL | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| EILEEN HSU-BALZER | CLERK Trustee or director, Officer | 1 | $0 | $0 |
| LAURA SHAW | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NAOMI KRASNER | DIRECTOR Trustee or director | 1 | $0 | $0 |
12 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WAYNE JOHNSON | DIRECTOR Trustee or director | 1 | $0 |
| STEVEN ZAFRON | DIRECTOR Trustee or director | 1 | $0 |
| ANN COSGROVE | DIRECTOR Trustee or director | 1 | $0 |
| JUDITH CHASIN | DIRECTOR Trustee or director | 1 | $0 |
| JANE SHAPIRO | DIRECTOR Trustee or director | 1 | $0 |
| LARRY GRIFFIN | DIRECTOR Trustee or director | 1 | $0 |
| ROSEMARY BALADY | DIRECTOR Trustee or director | 1 | $0 |
| JOEL BAUMAN | DIRECTOR Trustee or director | 1 | $0 |
| DOUGLAS PECK | DIRECTOR Trustee or director | 1 | $0 |
| DEBRA SHAW | DIRECTOR Trustee or director | 1 | $0 |
| SALLY TIPTON | DIRECTOR (UNTIL 7/2024) Trustee or director | 1 | $0 |
| GERALD O'KEEFE | DIRECTOR (UNTIL 11/2024) Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 27 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PATRICIA SCHEFFLER | CEO Officer | 37.5 | $202,712 | $33,013 |
| KARA DONELLON | CFO Officer | 37.5 | $181,058 | $25,979 |
| KRISTEN LETOURNEAU-LUCE | COO Officer | 37.5 | $124,740 | $29,539 |
| ARTHUR AVAKIAN | DIRECTOR OF IT Highest-paid employee | 37.5 | $113,528 | $19,522 |
| ANDREW MOORADIAN | MANAGER OF IT Highest-paid employee | 37.5 | $112,736 | $19,006 |
| DALIA COHEN | DIRECTOR OF NUTRITION Highest-paid employee | 37.5 | $102,441 | $27,079 |
| BETH SCHULTZ | CHIEF COMMUNITY ENGAGEMENT OFFICER Officer | 30 | $109,056 | $10,822 |
| JENNIFER DARBY | ASSOCIATE DIR. OF COMMUNITY SERVICE Highest-paid employee | 37.5 | $103,435 | $14,662 |
| LAURA OBERLANDER | CHIEF PROGRAM DEVELOPMENT OFFICER Officer | 37.5 | $98,835 | $17,545 |
| SARAH HUBBARD | CHIEF HUMAN RESOURCES OFFICER Officer | 37.5 | $61,836 | $10,491 |
| LAURA SHAW | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| HARRIET MERKOWITZ | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| JOE BISOL | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| NAOMI KRASNER | CLERK Trustee or director, Officer | 1 | $0 | $0 |
| GERALD O'KEEFE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| WAYNE JOHNSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| EILEEN HSU-BALZER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JEFFREY LELAND | DIRECTOR Trustee or director | 1 | $0 | $0 |
| STEVEN ZAFRON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SALLY TIPTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANN COSGROVE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JUDITH CHASIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JANE SHAPIRO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LARRY GRIFFIN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROSEMARY BALADY | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JOEL BAUMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SUSAN PETERS | DIRECTOR (UNTIL 3/2024) Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 307 WAVERLEY OAKS RD STE 205, WALTHAM, MA 02452-8413
- Principal officer (990 for 2024)
- PATRICIA SCHEFFLER, 307 WAVERLY OAKS ROAD 205, WALTHAM, MA 02452
- Signed the 990
- PATRICIA SCHEFFLER, CHIEF EXECUTIVE OFFICER
- Phone
- (617) 926-4100
- Website
- WWW.SPRINGWELL.COM
- Return prepared by
- AAFCPAS INC
Mission
SEE SCHEDULE O
Program accomplishments
- HOME CARE - SPRINGWELL CONTRACTS WITH THE MASSACHUSETTS EXECUTIVE OFFICE OF HEALTH AND HUMAN SERVICES/ EXECUTIVE OFFICE OF AGING & INDEPENDENCE TO PROVIDE CASE MANAGEMENT AND IN-HOME CARE TO OLDER ADULTS WHO ARE AT RISK OF NURSING HOME PLACEMENT. SPRINGWELL CARE MANAGERS AND RNS MEET WITH INDIVIDUALS IN THEIR HOMES, CONDUCT COMPREHENSIVE ASSESSMENTS, DETERMINE ELIGIBILITY FOR GOVERNMENT SUBSIDIZED PROGRAMS, AND HELP INDIVIDUALS DETERMINE WHICH IN-HOME SERVICES PROVIDE THE NECESSARY SUPPORT. IN-HOME SERVICES INCLUDE SUPPORT WITH DRESSING, TOILETING, BATHING, EATING, GROCERY SHOPPING, LAUNDRY AND HOMEMAKING. SPRINGWELL PROVIDES CASE MANAGEMENT AND IN-HOME CARE THROUGH THE MASSACHUSETTS' STATE HOME CARE PROGRAM, THE MASSACHUSETTS ENHANCED COMMUNITY OPTIONS PROGRAM AND THE MASSACHUSETTS COMMUNITY CHOICES PROGRAM.SPRINGWELL'S HOME CARE PROGRAMS SERVED 4,280 INDIVIDUALS IN FISCAL YEAR 2025.Expenses $106,096,317 · grants $94,492,629 · revenue $111,456,779
- NUTRITION AND COMMUNITY SERVICES: AS THE AREA'S DESIGNATED AREA AGENCY ON AGING (AAA) SPRINGWELL IS RESPONSIBLE FOR DEVELOPING COMPREHENSIVE, COMMUNITY-BASED SERVICES THAT MEET THE NEEDS OF OLDER ADULTS. THE GOAL OF THESE SERVICES IS TO HELP INDIVIDUALS LEAD INDEPENDENT, MEANINGFUL AND DIGNIFIED LIVES IN THEIR OWN HOMES AND COMMUNITIES FOR AS LONG AS POSSIBLE WHILE AT THE SAME TIME SAVING MONEY THAT WOULD OTHERWISE NEED TO BE SPENT ON MORE EXPENSIVE RESIDENTIAL CARE IN A FACILITY. SPRINGWELL OFFERS SERVICES SUCH AS HELP WITH APPLYING FOR PUBLIC BENEFITS, GROCERY SHOPPING ASSISTANCE, FRIENDLY VISITING, AND HOME DELIVERED MEALS.SPRINGWELL'S COMMUNITY SERVICES PROGRAMS SERVED 8,961 INDIVIDUALS IN FISCAL YEAR 2025.SPRINGWELL PROVIDES NUTRITIONAL SERVICES TO INDIVIDUALS IN THE AREA THROUGH A HOME DELIVERED MEALS PROGRAM AND AT 17 COMMUNITY DINING SITES. THESE PROGRAMS PROVIDE BOTH A NUTRITIOUS MEAL AND AN OPPORTUNITY TO SOCIALIZE WITH NEIGHBORS. SPRINGWELL'S MEAL OPTIONS INCLUDE A REGULAR MEAL, A MEDICALLY TAILORED MEAL, A SUPPER MEAL, FROZEN MEALS FOR WEEKENDS AND HOLIDAYS, AS WELL AS KOSHER AND CHINESE MEALS.SPRINGWELL'S NUTRITION PROGRAM SERVED 3,230 INDIVIDUALS IN FISCAL YEAR 2025.Expenses $4,330,838 · revenue $2,666,044
- PROTECTIVE SERVICES: IN ANY COMMUNITY, THERE ARE OLDER ADULTS WHO SUFFER FROM ABUSE, NEGLECT AND FINANCIAL EXPLOITATION BY A CAREGIVER. IN ADDITION, THERE ARE OLDER ADULTS WHO PUT THEMSELVES AT RISK BY NOT CARING FOR THEMSELVES IN A WAY THAT PROVIDES FOR THEIR SAFETY. SPRINGWELL IS THE DESIGNATED ELDER PROTECTIVE SERVICES AGENCY FOR 17 COMMUNITIES WEST OF BOSTON. IN THIS ROLE, SPRINGWELL PROTECTIVE SERVICES CASE WORKERS INVESTIGATE REPORTS OF ABUSE AND NEGLECT, AND OFFER COUNSELING, SAFETY PLANNING AND LEGAL INTERVENTION WHEN NECESSARY TO INCREASE THE SAFETY OF A SENIOR. SPRINGWELL'S PROTECTIVE SERVICES PROGRAM SERVED 1,658 INDIVIDUALS IN FISCAL YEAR 2025.Expenses $1,645,079 · revenue $2,147,275
- NURSING HOME SCREENING: SPRINGWELL RNS CONDUCT COMPREHENSIVE ASSESSMENTS OF OLDER ADULTS WHO NEED NURSING HOME LEVEL SERVICES TO HELP ENSURE THEY HAVE THE SERVICES THEY NEED.SPRINGWELL SERVED 3,724 INDIVIDUALS THROUGH THIS SERVICE IN FISCAL YEAR 2025.Expenses $1,406,742 · revenue $1,865,473
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
- 04-2616064
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- 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 (P810)
- Assets (IRS master file)
- $43,740,559
- Income (IRS master file)
- $119,463,998
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $119,463,998 | $116,574,438 | $43,740,559 | XML |
| 990 | June 2024 | $109,385,134 | $104,487,186 | $48,500,100 | XML |
| 990 | June 2023 | $98,073,652 | $94,603,557 | $43,286,662 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 04-2616064).
Questions about SPRINGWELL INC
- What is the EIN of SPRINGWELL INC?
- The employer identification number (EIN) of SPRINGWELL INC is 04-2616064.
- Is SPRINGWELL INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1977.
- Are donations to SPRINGWELL INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SPRINGWELL 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 SPRINGWELL 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 SPRINGWELL 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 SPRINGWELL INC?
- The 990 for the year ended June 30, 2025 names PATRICIA SCHEFFLER.
- Who are the officers and directors of SPRINGWELL INC?
- The 990 for the year ended June 30, 2025 lists 27 people; 9 received compensation from the organization, the highest $203,816 (PATRICIA SCHEFFLER, CEO).
- How much revenue does SPRINGWELL INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $119,463,998, expenses of $116,574,438 and total assets of $43,740,559 at year end.
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