Southwestern Ct Agency on Aging Inc logo

Southwestern Ct Agency on Aging Inc

BRIDGEPORT, CT EIN: 06-0916407 Website

Southwestern Connecticut Agency on Aging Inc. (SWCAA) is a 501(c)(3) nonprofit organization headquartered in Bridgeport, Connecticut. Founded in 1974, SWCAA serves as the trusted source of advocacy, information, and access to care for older and vulnerable adults in the Southwestern Connecticut region. The organization strengthens the regional aging network by providing resources, support services, and care coordination to help older adults and persons with disabilities maintain independence and quality of life.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$7.2M

+9.9% YoY

Annual Giving

$4.2M

-10.5% YoY

Grant Count

31

+10.7% YoY

Avg Grant Size

$136K

-19.1% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

Mission: SWCAA is the trusted source of advocacy, information, and access to care for older and vulnerable adults that provides resources to strengthen the regional aging network.

Primary Focus Areas:

  • Care management and coordination for older adults and persons with disabilities
  • Insurance navigation and health insurance counseling
  • Mental health services
  • Community care services
  • Senior employment support
  • Assessment, care planning, and monitoring of supportive services based on person-centered goals
  • Medicare and Medicaid enrollment assistance and navigation

Grantmaking

SWCAA administers grants through the Older Americans Act (OAA) Title III program. The organization conducts an annual request for proposals (RFP) that invites nonprofit agencies serving older adults to apply for funding.

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Geographic Focus

Where this funder awards grants

SWCAA serves Southwestern Connecticut, with particular focus on the regional aging network in this area.

Grant Distribution by State

2states

Cities

AlexandriaBridgeportBridgportCos CobDarienFairfieldGreenwichHartfordMiddletownMonroeNew BritainNew CanaanNorwalkStamfordStratfordTrumbullWestportWethersfield

Financial History

Multi-year comparison from IRS filings

Most Recent Financial Data (2024):

  • Total Revenue: $16,324,350
  • Total Expenses: $15,959,048
  • Total Assets: $7,177,217
  • Total Liabilities: $2.7M

Workforce:

  • 134 employees (as of 2024)

Historical Financial Data (2023):

  • Total Revenue: $15.4M
  • Total Expenses: $15.3M
  • Total Assets: $6,529,395
  • Total Liabilities: $2.6M
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$4M$9M$13M$18M20202021202220232024
Metric202420232022
Total Assets$7,177,217$6,529,395$5,636,957
Revenue$16,324,350$15,398,927$14,605,418
Expenses$15,959,048$15,307,010$14,194,576
Qualifying Distributions
Net Investment Income$162,562$71,361$27,548
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$1M$2M$4M$5M24 grants202024 grants202127 grants202228 grants202331 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

RW SOLUTIONS INC$1.4MCATHOLIC CHARITIES$1.3MPERSON TO PERSON$170KOPERATION HOPE$154KHALL NEIGHBORHOOD HOUSE$152KMONITOR MY HEALTH$65KSILVERSOURCE$65KWHEEL IT FORWARD$65KFAMILY CENTERS$64KSTAMFORD SENIOR CENTER INC$63K

Grant Size Distribution

134 grants across all recorded years

81<$50K34$50–100K9$100–250K$250–500K2$500K–1M8$1–5M$5M+

Open Grants

2 open opportunities from Southwestern Ct Agency on Aging Inc

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Leadership team and compensation from IRS filings

  • Marie Allen - President & CEO
  • Asha Scher - Board Member

Compensation Overview

From 2024 IRS filing

MARIE ALLENPRESIDENT / CEO$163KRACHAEL HARVEYFINANCE DIRECTOR$120KMARY DONNELLYDIRECTOR, CARE MANAGEMENT$120KCYNTHIA MAJERSKYDIRECTOR, COMMUNITY OPTIONS$112KSTEPHANIE MINCEYSYSTEMS ADMINISTRATOR$109K

From 2024 filing

NameTitleHoursCompensation
MARJOLIJN BAXENDALECHAIRMAN2
JEANETTE BOGDANVICE CHAIRMAN2
ELLEN ABENDTREASURER2
SUE BRANNELLY MARTINSECRETARY2
KATHLEEN BORDELONDIRECTOR1
LIZA ESTEVEZDIRECTOR1
CARL GLAD ESQDIRECTOR1
STEPHEN GRAMPSDIRECTOR1
BARBARA GREENDIRECTOR1
ANN MARIE HYNES ESQDIRECTOR1
PAMELA HOFFMANDIRECTOR1
SHIPRA KAMBOJDIRECTOR1
KEVIN KELLY ESQDIRECTOR1
KATE MAXHAMDIRECTOR1
STEPHANIE PAULMENODIRECTOR1
STEPHANIE ROSSDIRECTOR1
PENNY YOUNGDIRECTOR1
MARIE ALLENPRESIDENT / CEO40$162,547
RACHAEL HARVEYFINANCE DIRECTOR40$120,107
MARY DONNELLYDIRECTOR, CARE MANAGEMENT40$119,646
CYNTHIA MAJERSKYDIRECTOR, COMMUNITY OPTIONS40$112,011
STEPHANIE MINCEYSYSTEMS ADMINISTRATOR40$109,376

Recent News & Activity

Recent developments and announcements

SWCAA has been recognized for its leadership and community impact. The Bigelow Center for Senior Activities was honored by SWCAA for leadership. The Trumbull Senior Center was recognized as a "Community Focal Point" by SWCAA. The organization has also been active in distributing grants to support senior women through philanthropic initiatives.

Over $6,000 Awarded to Local Organizations to Support Senior Women Due to

Subject Areas

Focus areas based on grantmaking activity

Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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