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Agespan Inc

EIN 04-2545136 · Lawrence, MA

Public records show a registered, tax-exempt organization in good standing.

LegitimacyPassesRegistration and standingFinancial healthGood70 out of 100GovernanceStrong100 out of 100Impact evidenceDescribes programsHow well its results are evidenced

What it says it does

TO ENSURE EVERYONE'S CHOICE TO LEAD FULFILLING LIVES AS THEY AGE.

Income
$142.6 million
Spending
$138.4 million
Spent on programs
94%
Reserves
3.4 months of spending
Largest source of income
government grants, 55%
Employees
639
Volunteers
481
Highest pay
$341,861, chief executive officer

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Financial health

Good: 70 out of 100. Higher than 68% of charities in its peer group (human services, over $100m).

  • Reserves

    20 of 35

    Spendable reserves would cover 3.4 months of spending.

  • Debt

    5 of 20

    It owes 50% of what it owns.

  • Living within its means

    15 of 15

    Income exceeded spending by 3% of income.

  • Income trend

    15 of 15

    Income rose 7% on the year before.

  • Spending floor

    15 of 15

    94% of spending went to programs and raising each dollar of donations cost 1 cents.

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Governance

Strong: 100 out of 100. Higher than 28% of charities in its peer group (human services, over $100m).

  • Independent board

    25 of 25

    16 of 16 voting board members are independent.

  • Conflict of interest policy

    15 of 15

    Has a written conflict of interest policy.

  • Whistleblower policy

    8 of 8

    Has a written whistleblower policy.

  • Record keeping policy

    7 of 7

    Has a written policy on keeping and destroying records.

  • Board minutes

    5 of 5

    Keeps minutes of board meetings.

  • Board sees the tax return

    10 of 10

    Gave the board a copy of this return before filing it.

  • Pay set independently

    5 of 5

    Sets its chief executive's pay through independent review and comparison.

  • Independent check of accounts

    15 of 15

    Its accounts were audited by an independent accountant.

  • No reported misuse

    10 of 10

    Reports no diversion of assets, excess benefits or loans to insiders.

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Impact evidence

Describes programs. Its tax return describes what it does but we have found no measurable results in it.

Programs described in its return (4)
  1. $19.7 million spent. SENIOR CARE OPTIONS (SCO) IS A VOLUNTARY MEDICARE ADVANTAGE HEALTH PLAN THAT COMBINES MEDICARE AND MASSHEALTH BENEFITS. SENIOR CARE OPTIONS IS A COMPREHENSIVE HEALTH PLAN THAT COVERS ALL OF THE SERVICES NORMALLY PAID FOR THROUGH MEDICARE AND MASSHEALTH. THIS PLAN PROVIDES SERVICES TO LOW-INCOME ADULTS AGED 65 AND OVER THROUGH A SENIOR CARE ORGANIZATION AND ITS NETWORK OF PROVIDERS. IT COMBINES HEALTH SERVICES WITH SOCIAL SERVICES BY COORDINATING CARE AND SPECIALIZED GERIATRIC SUPPORT SERVICES, ALONG WITH RESPITE CARE FOR FAMILIES AND CAREGIVERS. SCO OFFERS AN IMPORTANT ADVANTAGE FOR ELIGIBLE MEMBERS OVER TRADITIONAL FEE-FOR-SERVICE CARE. THERE ARE NO COPAYS FOR ENROLLED MEMBERS.
  2. $18.3 million spent. CHOICES: THE COMMUNITY CHOICE PROGRAM ALLOWS OLDER ADULTS WHO ARE ON MASSHEALTH TO RECEIVE EXPANDED CARE AT HOME, WHICH CAN DELAY OR PREVENT IMMINENT PLACEMENT IN A LONG-TERM CARE FACILITY. ELIGIBILITY FOR THE COMMUNITY CHOICE PROGRAM IS BASED ON THE FOLLOWING CRITERIA - AGE 60 OR OLDER; APPROVED FOR MASSHEALTH STANDARD BENEFITS; MEET THE CLINICAL CRITERIA FOR ENROLLMENT IN THE HOME AND COMMUNITY BASED SERVICES (HCBS) WAIVER; BE AT IMMINENT RISK OF NURSING HOME PLACEMENT BECAUSE OF SERIOUS HEALTH CONDITIONS AND/OR THE INABILITY TO MANAGE DAILY CARE. A CARE MANAGER AND NURSE FROM AGESPAN WILL CONDUCT A NEEDS ASSESSMENT TO DETERMINE ELIGIBILITY. THEY WILL THEN WORK WITH THE CONSUMER AND HIS/HER FAMILY MEMBERS TO DETERMINE A PLAN OF CARE, COORDINATE ALL SERVICES RECEIVED BY THE CONSUMER, CONDUCT REASSESSMENT VISITS, AND OFFER ONGOING CARE MANAGEMENT.
  3. $12.2 million spent. ECOP: THE ENHANCED COMMUNITY OPTIONS PROGRAM (ECOP) IS DESIGNED TO SERVE FRAIL ELDERS LIVING IN THE COMMUNITY WHO ARE AT RISK OF NURSING HOME PLACEMENT DUE TO FUNCTIONAL OR COGNITIVE IMPAIRMENT. TO QUALIFY, THE PERSON MUST BE 60 OR OLDER, AND THOSE UNDER AGE 60 MAY BE ELIGIBLE WITH A DOCUMENTATION OF ALZHEIMER'S DISEASE OR A RELATED DEMENTIA; MEET CLINICAL ELIGIBILITY REQUIREMENTS FOR NURSING FACILITY PLACEMENT; AND REQUIRE HOME CARE SERVICES GREATER THAN TWO TIMES THOSE AVAILABLE THROUGH THE GENERAL STATE HOME CARE PROGRAM. A CARE MANAGER AND NURSE FROM AGESPAN WILL CONDUCT A NEEDS ASSESSMENT TO DETERMINE ELIGIBILITY. THEY WILL THEN WORK WITH THE ELDER AND HIS/HER FAMILY MEMBERS TO DETERMINE A PLAN OF CARE, COORDINATE ALL SERVICES RECEIVED BY THIS INDIVIDUAL, CONDUCT REASSESSMENT VISITS AND OFFER ONGOING CARE MANAGEMENT.
  4. $80.0 million spent. OTHER PROGRAMS INCLUDE PROVIDING CASE MANAGEMENT, PROTECTIVE SERVICES, NUTRITION & MEALS SERVICES, CAREGIVER SUPPORT, INFORMATION & REFERRAL, MEDICARE RESOURCES, HOUSING SUPPORT, FINANCIAL RESOURCES, COMMUNITY OUTREACH AND HEALTH EQUITY ACCESS.

Source: Form 990 for the year ending June 30, 2025, filed with the Internal Revenue Service. Rating method 2026.2. How we rate

Legitimacy checks

  1. Is it registered with the IRS? Passed.

    Listed in the IRS master file of tax-exempt organizations as a 501(c)(3) charitable organization.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.

  2. Has the IRS revoked its tax-exempt status? Passed.

    Not on the IRS automatic revocation list.

    Source: Automatic revocation of exemption list, Internal Revenue Service, file dated September 30, 2026.

  3. Are donations tax-deductible? Passed.

    On the IRS list of organizations eligible to receive tax-deductible contributions.

    Source: Publication 78 data: organizations eligible for tax-deductible contributions, Internal Revenue Service, file dated September 10, 2026.

  4. Is it keeping up with its IRS filings? Passed.

    Most recent return on file covers the year ending June 2025.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.

  5. How long has it been tax-exempt? Passed.

    Recognized by the IRS since March 1975.

    Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.

  6. Is it in good standing with state regulators? Passed.

    Not on California's list of charities barred from soliciting. Other states are not yet checked.

    Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 7, 2026.

Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.