Southwestern Vermont Council on Aging Inc
The Southwestern Vermont Council on Aging exists to be a community force in creating and sustaining opportunities for elders and caregivers in our region to help assure that elders are able to maintain maximum independence and quality of life.
Key facts about Southwestern Vermont Council on Aging Inc
- EIN
- 03-0273983
- Latest 990 filing
- Form 990, 2025
- Total assets
- $4,298,546
Data from IRS Form 990, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990 · View filing
Total Assets
$4.3M
+9.5% YoY
Revenue
$6.5M
+25.3% YoY
Net Investment Income
$76K
+27.6% YoY
Expenses
$6.3M
+25.1% YoY
How Southwestern Vermont Council on Aging Inc gives
- Giving fell 83% from 2021 to 2024. Method
From the foundation's IRS Form 990 filings. Methodology.
About Southwestern Vermont Council on Aging Inc
Based on IRS filings
Southwestern Vermont Council on Aging Inc is a public charity focused on Human Services, based in Rutland, VT. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $4.3M in total assets. Net investment income was $76K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2024, annual grant giving ranged from $29K (2023) to $194K (2021). In 2024 it made 1 grant totaling $33K.
Grant Insights
How this funder distributes its grants
Grant Size Distribution
16 grants across all recorded years
The most common grant size was under $50K: 15 grants of 16 (94%).
Giving History
Grant recipients and amounts by year
No grants recorded for 2025.
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $4,298,546 | $3,925,941 | $3,592,690 |
| Revenue | $6,466,399 | $5,159,393 | $4,206,297 |
| Expenses | $6,337,068 | $5,066,200 | $4,151,944 |
| Net Investment Income | $76,461 | $59,907 | $6,133 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990 for fiscal year 2025 (received by the IRS August 13, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Southwestern Vermont Council on Aging Inc is led by Rosemary Greene, Executive Director since 2022 (on filings since 2020); 1 of 11 officers listed in 2025 is compensated.
Officers on the 2025 filing
Rosemary Greene
Executive Director
Business Operations Director → Executive Director, 2022
On filings since 2020
40 hrs/week
$55K (2020) → $82K (2025)
Howard Cohen
President
Vice President → President, 2024
On filings since 2020
2 hrs/week
No compensation reported
Lin Lavallee
Director
On filings since 2020
2 hrs/week
No compensation reported
Peter Lawrence
Director
On filings since 2020
2 hrs/week
No compensation reported
Tom Adams
Director
Secretary → Director, 2023
On filings since 2020
2 hrs/week
No compensation reported
Richard Greenspan
Director
On filings since 2024
2 hrs/week
No compensation reported
Alison Hill
Alternate Secretary
Director → Alternate Secretary, 2023
On filings since 2020
2 hrs/week
No compensation reported
George Davis
Emeritus
President → Emeritus, 2024
On filings since 2020
2 hrs/week
No compensation reported
Michele Pagen
Secretary
Director → Secretary, 2023
On filings since 2020
2 hrs/week
No compensation reported
Ron Bower
Treasurer
On filings since 2020
2 hrs/week
No compensation reported
Ron Hachey
Vice President
Director → Vice President, 2024
On filings since 2022
2 hrs/week
No compensation reported
Former officers (12)
- Former: Douglass Ball (2024) — Director
- Former: Roy Lauridsen (2024) — Director
- Former: Kay Jones (2021–2023) — Director
- Former: Myra Zimmerman (2022–2023) — Director
- Former: Pamela Zagorski (2022) — Former Executive Director
- Former: Christopher Adams (2020–2021) — Development & Communications Director
- Former: Courtney Anderson (2020–2021) — Nutrition Director
- Former: Dana McMahon (2020–2021) — Rutland Aging Services Director
- Former: Jennifer Plouffe (2020–2021) — Bennington Aging Services Director
- Former: Elizabeth Fredland (2020) — Director
- Former: Paul Stitelman (2020) — Director
- Former: Robert Youatt (2020) — Director
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $82K, to Rosemary Greene (EX. Director).
Frequently asked questions about Southwestern Vermont Council on Aging Inc
How large is Southwestern Vermont Council on Aging Inc?
Southwestern Vermont Council on Aging Inc reported $4.3M in total assets on its 2025 IRS Form 990. Its revenue that year was $6.5M.
What is Southwestern Vermont Council on Aging Inc?
Southwestern Vermont Council on Aging Inc is a public charity focused on Human Services, based in Rutland, VT. It holds $4.3M in total assets as of 2025.
Where does Southwestern Vermont Council on Aging Inc operate?
Southwestern Vermont Council on Aging Inc has awarded grants in North Carolina, Vermont.
What is Southwestern Vermont Council on Aging Inc's EIN?
Southwestern Vermont Council on Aging Inc's EIN (Employer Identification Number) is 03-0273983. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990 filings.
Here's the math on researching Southwestern Vermont Council on Aging Inc by hand.
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