Southwestern Vermont Council on Aging Inc logo

Southwestern Vermont Council on Aging Inc

Public charity · Grantmaker Rutland, VT EIN: 03-0273983 Website

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

2states

Cities

RutlandBenningtonCastletonPoultneyBrandonCharlotte

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K0 grants2020 7 grants2021 7 grants2022 1 grant2023 1 grant2024 0 grants2025

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

15<$50K$50–100K1$100–250K$250–500K$500K–1M$1–5M$5M+

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

Revenue
Expenses
Net Investment Income
$0$2M$4M$6M$8M2020 2021 2022 2023 2024 2025
Metric202520242023
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

  1. Added Form 990 for fiscal year 2025 (received by the IRS August 13, 2026)
  2. 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

Rosemary Greene — EX. Director: $82KRosemary GreeneEX. Director$82K

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.

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