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Nonprofit · EIN 06-0963343

ELDERHOUSE INC

Tax-exempt · NORWALK, CT 06851

Financials

$1M$1.1M2022$1.4M$1.2M2023$1.6M$1.3M2024
Revenue Expenses · by fiscal year end
Financials of ELDERHOUSE INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$1,551,389$1,288,814$262,575$2,637,237$34,508$2,602,729
June 30, 2024990$1,369,599$1,246,181$123,418$2,334,826$30,292$2,304,534
June 30, 2023990$1,018,066$1,138,827-$120,761$2,160,519$38,994$2,121,525
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$576,928
of which government grants
$284,347
Program service revenue
$871,554
Investment income
$78,631
Net gain from sales of assets
$22,122
Net income from fundraising events
$24,276
Other revenue
$24,276

Expenses

Grants and similar amounts paid
$245,642
Compensation of officers, directors and key employees
$148,883
Other salaries and wages
$496,972
Salaries, compensation and benefits (total)
$751,702
Professional fundraising fees
$0
Legal fees
$20,771
Accounting fees
$18,350
Occupancy
$18,833
Travel
$22,525
Depreciation
$43,484
Program services (functional)
$1,090,336
Management and general (functional)
$152,317
Fundraising (functional)
$46,161

Balance sheet and other

Total assets, start of year
$2,334,826
Total assets, end of year
$2,637,237
Total liabilities, end of year
$34,508
Net assets, end of year
$2,602,729
Land, buildings and equipment
$965,966
Publicly traded securities
$850,916
Net assets without donor restrictions
$2,159,879
Net assets with donor restrictions
$442,850
Gross receipts
$1,741,202
Employees
16
Volunteers
40
Year formed
1978
State of legal domicile
CT

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.

NameTitleHours / weekCompensationOther / benefits
JULIA SCHWARTZ-LEEPEREXECUTIVE DIRECTOR
Officer
37.5$134,250$8,256
CHARLES F CARROLL ESQPRESIDENT
Trustee or director, Officer
1$0$0
PAUL GARAVELVICE PRESIDENT
Trustee or director, Officer
1$0$0
COLIN J KELLYTREASURER
Trustee or director, Officer
1$0$0
ELLEN WILISSECRETARY
Trustee or director, Officer
1$0$0
DIANE ALLISON ESQDIRECTOR
Trustee or director
1$0$0
EILEEN T CAHILLDIRECTOR
Trustee or director
1$0$0
ANDREA COREAUDIRECTOR
Trustee or director
1$0$0
SUSAN DOYLEDIRECTOR AS OF 5/25
Trustee or director
1$0$0
MARC GRENIER ESQDIRECTOR
Trustee or director
1$0$0
JENNIFER KELLYDIRECTOR
Trustee or director
1$0$0
COLETTE LESPERANCEDIRECTOR
Trustee or director
1$0$0
LAURA ROBERTSDIRECTOR
Trustee or director
1$0$0
PATRICIA A ROSENDIRECTOR
Trustee or director
1$0$0
RICHARD TAVELLADIRECTOR
Trustee or director
1$0$0
1 more people on this return
NameTitleHours / weekCompensation
MINDY WOLKSTEINDIRECTOR
Trustee or director
1$0
990 for the year ended June 30, 2024: 16 people
NameTitleHours / weekCompensationOther / benefits
JULIA SCHWARTZ-LEEPEREXECUTIVE DIRECTOR
Officer
37.5$110,577$1,748
CHARLES F CARROLL ESQPRESIDENT
Trustee or director, Officer
1$0$0
PAUL GARAVELVICE PRESIDENT
Trustee or director, Officer
1$0$0
COLIN J KELLYTREASURER
Trustee or director, Officer
1$0$0
ELLEN WILISSECRETARY
Trustee or director, Officer
1$0$0
DIANE ALLISON ESQDIRECTOR
Trustee or director
1$0$0
CONRAD AMBRETTEDIRECTOR
Trustee or director
1$0$0
EILEEN T CAHILLDIRECTOR
Trustee or director
1$0$0
ANDREA COREAUDIRECTOR
Trustee or director
1$0$0
MARC GRENIER ESQDIRECTOR
Trustee or director
1$0$0
JENNIFER KELLYDIRECTOR
Trustee or director
1$0$0
COLETTE LESPERANCEDIRECTOR
Trustee or director
1$0$0
LAURA ROBERTSDIRECTOR
Trustee or director
1$0$0
PATRICIA A ROSENDIRECTOR
Trustee or director
1$0$0
RICHARD TAVELLADIRECTOR
Trustee or director
1$0$0
MINDY WOLKSTEINDIRECTOR
Trustee or director
1$0$0
990 for the year ended June 30, 2023: 18 people
NameTitleHours / weekCompensationOther / benefits
DENISE L CESAREOEXECUTIVE DIRECTOR, THRU 02/2023
Officer
37.5$129,193$17,816
CHARLES F CARROLL ESQPRESIDENT
Trustee or director, Officer
1$0$0
RENEE OSTASZEWSKIVICE PRESIDENT
Trustee or director, Officer
1$0$0
COLIN J KELLYTREASURER
Trustee or director, Officer
1$0$0
ELLEN WILISSECRETARY
Trustee or director, Officer
1$0$0
DIANE ALLISON ESQDIRECTOR
Trustee or director
1$0$0
EILEEN T CAHILLDIRECTOR
Trustee or director
1$0$0
ELILEEN CARTYDIRECTOR, THRU 10/2022
Trustee or director
1$0$0
ANDREA COREAUDIRECTOR
Trustee or director
1$0$0
JOYCE DEPANFILIS BRETHERTONDIRECTOR, THRU 12/2022
Trustee or director
1$0$0
MEREDITH H DEROSADIRECTOR
Trustee or director
1$0$0
PAUL GARAVELDIRECTOR
Trustee or director
1$0$0
JENNIFER KELLYDIRECTOR
Trustee or director
1$0$0
COLETTE LESPERANCEDIRECTOR
Trustee or director
1$0$0
PETER MURPHYDIRECTOR
Trustee or director
1$0$0
LAURA ROBERTSDIRECTOR
Trustee or director
1$0$0
RICHARD TAVELLADIRECTOR
Trustee or director
1$0$0
JULIA SCHWARTZ-LEEPEREXECUTIVE DIRECTOR, AS OF 02/2023
Officer
37.5$0$0

Address and contacts

Address (IRS master file)
7 LEWIS ST, NORWALK, CT 06851-4704
Principal officer (990 for 2024)
JULIA SCHWARTZ-LEEPER, 7 LEWIS STREET, NORWALK, CT 06851
Signed the 990
JULIA SCHWARTZ-LEEPER, EXECUTIVE DIRECTOR
Phone
(203) 847-1998
Return prepared by
PKF O'CONNOR DAVIES ADVISORY LLC

Mission

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.

990 for the year ended June 30, 2025

Program accomplishments

  • 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.
    Expenses $817,406 · revenue $559,924
  • 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.
    Expenses $260,046 · grants $232,758 · revenue $311,630
  • 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.
    Expenses $12,884 · grants $12,884

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
06-0963343
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 (P71Z)
Assets (IRS master file)
$2,637,237
Income (IRS master file)
$1,741,202

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$1,551,389$1,288,814$2,637,237XML
990June 2024$1,369,599$1,246,181$2,334,826XML
990June 2023$1,018,066$1,138,827$2,160,519XML
990June 2022$1,350,508$1,068,905$2,240,450IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 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 06-0963343).

Questions about ELDERHOUSE INC

What is the EIN of ELDERHOUSE INC?
The employer identification number (EIN) of ELDERHOUSE INC is 06-0963343.
Is ELDERHOUSE INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1977.
Are donations to ELDERHOUSE INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does ELDERHOUSE 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 ELDERHOUSE 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 ELDERHOUSE 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 ELDERHOUSE INC?
The 990 for the year ended June 30, 2025 names JULIA SCHWARTZ-LEEPER.
Who are the officers and directors of ELDERHOUSE INC?
The 990 for the year ended June 30, 2025 lists 16 people; 1 received compensation from the organization, the highest $134,250 (JULIA SCHWARTZ-LEEPER, EXECUTIVE DIRECTOR).
How much revenue does ELDERHOUSE INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $1,551,389, expenses of $1,288,814 and total assets of $2,637,237 at year end.

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