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Old Colony Elder Services Inc

 144 Main Street
 Brockton, MA 02301
[P] (508) 5841561
[F] (508) 5846005
[email protected]
Lucille Dallaire
 Printable Profile (Summary / Full)
EIN 04-2545236

LAST UPDATED: 10/16/2015
Organization DBA --
Former Names --
Organization received a competitive grant from the Boston Foundation in the past five years No



Mission StatementMORE »

The mission of Old Colony Elder Services is to support the independence  and dignity of elders and individuals with disabilities by providing essential information and services that promote healthy and safe living.


Mission Statement

The mission of Old Colony Elder Services is to support the independence  and dignity of elders and individuals with disabilities by providing essential information and services that promote healthy and safe living.


FinancialsMORE »

Fiscal Year July 01, 2015 to June 30, 2016
Projected Income $38,187,102.00
Projected Expense $37,573,005.00

ProgramsMORE »

  • Money Management Program
  • Nutrition Program
  • Supportive Housing Program

Revenue vs. Expense ($000s)

Expense Breakdown 2014 (%)

Expense Breakdown 2013 (%)

Expense Breakdown 2012 (%)

For more details regarding the organization's financial information, select the financial tab and review available comments.


Mission Statement

The mission of Old Colony Elder Services is to support the independence  and dignity of elders and individuals with disabilities by providing essential information and services that promote healthy and safe living.


Background Statement

 Old Colony Elder Services (OCES) is a private, non-profit human services agency incorporated in 1974 and is one 27 Aging Services Access Points (ASAP) designated by the Commonwealth of Massachusetts.

OCES provides services and supports to elders, individuals with disabilities, their families and caregivers in 23 communities located in southeastern Massachusetts, respecting their dignity and independence, while helping to maximize their quality of life. 

OCES is privileged to act as the entry point for elders, families, caregivers, individuals with disabilities and healthcare professionals who wish to access programs, services and community resources. Our staff members coordinate and/or provide a wide range of services to more than 18,000 elders, caregivers and disabled individuals annually, most of whom are ill, frail and/or of low income. OCES’ services include:

  • Resources, Information and Referral;
  • Interdisciplinary Care Management (intake, assessment, development, implementation and monitoring of home and community-based service plans and reassessment of needs);
  • Protective Services (investigations of abuse and neglect of elders);
  • Nutrition (home delivered meals, congregate meal sites, clinical diets, and nutrition education);
  • Money Management (assistance with paying bills, budgeting and managing personal finances); 
  • Family Caregiver Support (advice and support services for those caring for others); and,
  • Options Counseling (services and supports available in the community as alternatives to institutional long term care).

Visit our web site www.oldcolonyelderservices to learn more about these and others programs and services.

Impact Statement

Old Colony Elder Services (OCES) provides services through our programs to the individuals living within our service area who are most in need. These programs offer significant life-supporting care and, above all, enable elders and individuals with disablities to remain independent as long as possible, thus preserving their dignity and quality of life. OCES is the largest provider of these comprehensive and intensive services for elders and individuals with disabilities in the southeastern part of Massachusetts and the value cannot be underestimated.
In the last year OCES:
· Applied for and received a HUD 3-year grant to expand our Supportive Housing Program in Plymouth with a second part time Supportive Housing Specialist. These Specialists coordinate needed programs, services and activities so individuals can remain in their homes.

· Initiated My Health, My Life Chronic Disease Self-Management Program series through grant funds.

·  Opened two new congregate meals sites in Brockton (one is our first Haitian Creole site).

· Added several new positions including the Consumer Benefits Specialist who assists individuals and families with Medicaid, Medicare and other insurance and benefit questions and applications.

OCES' top goals for the current year are to:

· Expand the Money Management Program to eliminate the waitlist with assistance of additional volunteers.

· Expand the Transition Support Program by working closely with hospitals, physicians, skilled nursing facilities to ensure elders and individuals with disabilities transfer smoothly and safely from one setting to another (i.e., from hospital or nursing facility to home, etc.).

· Implement the successful Supportive Housing Program model in an additional location.

· Continue the expansion of the much-needed Nutrition Program.

· Increase awareness of available community long term services and supports by expanding outreach and education from the Options Counseling program

Needs Statement

 Independence. It is a concept our nation was built upon, and one most of us take for granted. As we age, it is also something that can quickly become elusive. The reasons for this can vary from person to person and include health challenges, an inability to drive or limited financial security. The result is that many within the aging and disabilities populations are at risk daily of losing their ability to live independently.

Old Colony Elder Services is committed to its mission by making a difference in the lives of the individuals we serve and enabling them to live safely in their homes as long as they wish. Government funding has not been sufficient to maintain some of these vital programs. These programs include Nutrition (meals on wheels and congregate sites), Money Management, Supportive Housing, Chronic Disease Self Management, Options Counseling, Transition Support as well as the Emergency Fund. Your support with these and other programs will make a significant impact in the lives of elders and individuaqls with disabilities living in the 23 communities we serve in southeastern Massachusetts. 

CEO Statement


Board Chair Statement


Geographic Area Served

Southeast Massachusetts Region

Organization Categories

  1. Human Services - Senior Centers/Services
  2. -
  3. -

Independent research has been conducted on this organization's theory of change or on the effectiveness of this organization's program(s)



Money Management Program

The Money Management Program (MMP) helps vulnerable, low-income elders and individuals with disabilities who are at risk of losing their independence due to their inability to pay rent, food and utility bills. Elders may encounter loss of utility services, credit issues, bank foreclosure, eviction or financial exploitation because they are confused or lack the knowledge to pay their bills. Money Management volunteers help these elders and individuals with disabilities by establishing a budget for them, organizing their mail, helping them write checks to pay their bills and balancing their checkbook. 

The MMP is a free service for qualified elders and individuals with disabilities. We are seeking funds to maintain the existing program, reduce the wait list, train volunteers and work with more at-risk consumers. 

Budget  50,000
Category  Human Services, General/Other Financial Counseling
Population Served Elderly and/or Disabled At-Risk Populations
Program Short-Term Success   By enabling consumers to meet their financial obligations, the MMP helps elders and individuals with disabilities within the community to continue living independently and with dignity. OCES conducts outreach activities to increase public awareness regarding the program, recruit new volunteers and assist new MMP consumers. In the past 5 years, OCES provided MMP services for 90 low income elders and individuals with disabilities plus assisted 57 more with other financial issues. The average monthly wait list is 12 elders and/or individuals with disabilities. 
Program Long-Term Success 
Financial affairs are an obstacle to living independently; many elders and individuals with disabilities are making impossible choices between paying rent, eating or paying a bill to keep utilities on. Since 1998, OCES has been providing free help to qualified elders and individuals with disabilities to help manage their money. 
 OCES’ long term goals for MMP is to increase the MMP Coordinator position from part time to full time; eliminate the wait list and increase the number of at-risk elders and individuals with disabilities we can serve.
Program Success Monitored By    

Tools used to track and monitor the MMP include yearly surveys, quarterly monitoring of consumers account, annual program audit, monthly visitation reports from volunteers, monthly bank statements, monthly statistics sent to the State Coordinator, and an Advisory Board consisting of community partners that provides assistance and guidance.  Results from these tools are analyzed and the results are used to improve the MMP.

"I now have peace of mind. Before my volunteer Amy came along, I felt like no one could help me. I had no idea that there were programs out there. Now, I can see the light. It's such an improvement," stated an OCES MMP consumer.

Examples of Program Success   

Joyce, an 84 year old woman living alone, came to the MMP because of bounced checks, unpaid rent/bills and credit card debt. Joyce receives less than $900/month from Social Security to pay her rent, phone, food, medication, bus fare, spending money, and credit card companies. Joyce needed help!

Attending court can be embarrassing and scary to an elder. After Joyce received a summons to court for her debt, she was referred by the MMP Coordinator to receive free legal service. Her MMP Coordinator attended court with Joyce for support; without the MMP Coordinator, Joyce would have had no-one to attend with her. 

There’s more! The week before Christmas, the MMP Volunteer informed the MMP Coordinator that Joyce lost her hearing aide. The MMP Coordinator, OCES Care Manager and the town Council on Aging worked together to find funding to pay for a new hearing aide. Joyce’s MMP volunteer continues to help her pay her monthly bills, allowing Joyce to remain independent in her community. 

Nutrition Program

OCES’ Nutrition Program provides nutritious meals to elders and individuals with disabilities. The purpose of the Nutrition Program is to reduce hunger and food insecurity; promote socialization; promote the health and well-being of elders and individuals with disabilities and delay adverse health conditions through access to nutrition and other disease prevention and health promotion services. The nutrition service is provided Monday through Friday in a variety of settings including congregate facilities such as senior centers; or by home-delivery to individuals who are home-bound due to illness, disability, or geographic isolation. Services are targeted to those in greatest social and economic need with particular attention to low income individuals, minority individuals, and those at risk of institutional care. The Nutrition Program helps elders and individuals with disabilities to remain independent and in their communities.

Budget  2,200,000
Category  Food, Agriculture & Nutrition, General/Other Food
Population Served Elderly and/or Disabled Poor,Economically Disadvantaged,Indigent
Program Short-Term Success 
OCES is expanding the Nutrition Program to reach more needy elders and individuals with disabilities and into the communities of the diverse populations we serve. In this last year we opened two new congregate sites. One of these sites was our first Haitian Creole site serving Haitian cuisine. 
The total number of meals delivered thus far this year is 276,547 with an estimated additional 86,000 meals to be delivered.


Program Long-Term Success 

Hunger is a serious threat facing many elders. Massachusetts ranks as the 39th highest state for elders suffering from food insecurity. Currently, OCES delivers more than 1,100 meals to elders and individuals with disabilities each day. But the need keeps on growing; limited federal funding means we need to seek other resources to help support the program and for expansion. Due to these funding issues, we are only able to reach a small proportion of elders and individuals with disabilities living in our service area. Our long term goal is to provide this service to all vulnerable elders and individuals with disabilities in our region.

Program Success Monitored By 

Surveys are utilized to gauge the success of the Nutrition Program. Each year surveys are sent to the program recipients. The results from these surveys are used to improve the program.

The volunteer drivers provide feedback on meals or unexpected changes in the participants to Nutrition Program Manager. The Program Manager shares the feedback with the catering company, when appropriate, and adjustments are made. Changes with the participant are reported to the OCES’ Care Manager, who follows up on all concerns, i.e., participant did not answer door when meal was delivered.


Examples of Program Success 

“The Meals on Wheels (MOW) program is such an important one. A lot of the people I deliver to cannot cook for themselves or they can’t get out at all and seldom see anyone on a regular basis,” explained a MOW volunteer driver. 

In 2008, Edward suffered a serious fall and was hospitalized. Edward recovered, but during his rehabilitation, he was diagnosed with diabetes. He was required to take insulin shots four times a day in addition to a daily prescription. Edward was familiar with Old Colony Elder Services’ range of services and contacted the agency to find out if there were services available to help him take the steps he needed to get healthy. OCES' Nutrition Department arranged for daily meal delivery to his home through the Meals on Wheels program.   

According to Edward, “I’ve been receiving Meals on Wheels for three years now. The meals are balanced and have really helped me keep my weight down.”

Supportive Housing Program

OCES developed a new initiative to help residents living in elderly housing continue living independently for as long as possible, regardless of challenges presented by illness, aging or disability. The Supportive Housing Program (SHP) is a collaborative effort between OCES and local Housing Authorities whose goal is to promote aging in place and prevent premature institutionalization for elder and disabled residents. This is accomplished by strengthening the coordination between housing and elder service agencies, and providing additional support services to create an “assisted-living like” environment in state-funded public housing. The SHP includes a Supportive Housing Specialist (SHS) whose responsibilities are to conduct assessments, provide Care Management, information and referral, organize structured social, recreational, educational and wellness activities, and assist with resolving tenant issues and concerns. 

Budget  400,000
Category  Human Services, General/Other
Population Served Aging, Elderly, Senior Citizens Elderly and/or Disabled
Program Short-Term Success 

OCES has successfully implemented the SHP at 7 elder housing complexes; 2 in Brockton and 5 in Plymouth. The SHP is available to all 996 residents. Findings from surveys conducted with the residents revealed that the majority of the residents felt that the SHP was a very important program in assisting individuals to age in place and remain in their home. At one site, the only site medication reminder service is available at this time, a resident receiving this service stated that the service helped her from taking the same medication twice.

 The SHP has connected residents to various supportive services/programs such as a Senior English Language Classes, Falls Prevention Classes, Asthma and Healthy Eating Workshops. 

 “I’m happy with the English class, I’ve learned a lot. Now when I go to the bank, pharmacy, grocery store and hospital, I’m able to understand and speak better than before. I’m feeling more independent”, stated a Senior English Language Class participant.

Program Long-Term Success 

Government funding allowed OCES to start our first SHP site in Brockton. OCES is able to provide the full range of “assisted- living like” services that includes a full time SHS and supports and services such as:information and referral services; medication reminders; safety checks; 24/7 emergency response (a homemaker on call 24 hours a day, seven days a week); escort to meals; meal programs five days per week; and, social, recreational and educational events. Funding has been limited to grow this program, however, OCES, through collaborations with elder care providers, has expanded this program into 6 more elderly housing complexes with a scaled down version with limited services. The long term goal is expand the SHP into 4 additional elderly housing complexes in Brockton to provide the full range “assisted-living like” services at all the sites.



Program Success Monitored By   

The SHP impact is tracked by, then analyzed using:

·        Quarterly surveys

·        Monthly tracking of the needs of residents and the outcomes

·        Evaluations of events/trainings/workshops

Examples of Program Success 

The SHP helps residents living in elderly housing to age in place.  In this case, the town Housing Authority believed that a resident could not safely stay in her apartment. The resident, diagnosed with dementia, was in jeopardy of being evicted. The SHS was contacted and was able to act as a liaison with housing to prevent eviction. The SHS worked with the resident and her daughter to put in supportive services to assist the resident and monitor the resident’s safety. In general the SHP works as a liaison with multiple Housing Authorities, families, OCES and other agencies on behalf of the resident. Without SHP, residents could fall between the cracks and be prematurely institutionalized.

CEO/Executive Director/Board Comments



CEO/Executive Director Ms Diana L DiGiorgi
CEO Term Start Oct 2006
CEO Email [email protected]
CEO Experience --
Co-CEO --
Co-CEO Term Start --
Co-CEO Email --
Co-CEO Experience --

Former CEOs and Terms

Name Start End
-- -- --

Senior Staff

Name Title Experience/Biography
-- -- --


Award Awarding Organization Year
-- -- --


Affiliation Year
-- --
Member of state association of nonprofits? No
Name of state association --

External Assessments and Accreditations

External Assessment or Accreditation Year
-- --



CEO/Executive Director/Board Comments


Foundation Comments


Staff Information

Number of Full Time Staff 113
Number of Part Time Staff 43
Number of Volunteers 443
Number of Contract Staff 0
Staff Retention Rate % --

Staff Demographics

Ethnicity African American/Black: 21
Asian American/Pacific Islander: 1
Caucasian: 134
Hispanic/Latino: 0
Native American/American Indian: 0
Other: 0
Other (if specified): 0
Gender Female: 145
Male: 11
Not Specified 0

Plans & Policies

Organization has Fundraising Plan? No
Organization has Strategic Plan? No
Years Strategic Plan Considers N/A
Management Succession Plan --
Business Continuity of Operations Plan --
Organization Policies And Procedures Yes
Nondiscrimination Policy Yes
Whistle Blower Policy Yes
Document Destruction Policy --
Directors and Officers Insurance Policy --
State Charitable Solicitations Permit --
State Registration --

Risk Management Provisions


Reporting and Evaluations

Management Reports to Board? Yes
CEO Formal Evaluation and Frequency Yes Annually
Senior Management Formal Evaluation and Frequency Yes Annually
Non Management Formal Evaluation and Frequency Yes Annually


Board Chair Mr. Ted Land
Board Chair Company Affiliation Retired
Board Chair Term July 2015 - June 2016
Board Co-Chair --
Board Co-Chair Company Affiliation --
Board Co-Chair Term -

Board Members

Name Company Affiliations Status
Beverly Beavers Easton Council on Aging Voting
Donna Cippina Duxbury Senio Center Voting
Daniel S Clague Retired Voting
Irene Clague Community Volunteer Voting
Mary Collons Hanson Council on Aging Voting
Constance DiLego Plymouth Council on Aging Voting
Suzanne Djusberg Abington Council on Aging Voting
Pamela J Dudley Wareham Council on Aging Voting
Janice Fitzgerald Brockton Council on Aging Voting
Barbara Garvey Whitman Council on Aging Voting
Karen Hall Board member Voting
Nancy G Hill East Bridgewater Council on Aging Voting
Joan M Jolley Community Volunteer Voting
Carole Julius Caver Council on Aging Voting
Ted E Lang Retired Voting
Patricia Mustacaros Community Volunteer Voting
Dorothy Neal Community Volunteer Voting
Beverly Pavasaris Brockton Visiting Nurse Association Voting
Maureen Saunders Community Volunteer Voting
Paula M Schlosser Community Volunteer Voting
Anna Seery Pembroke Council on Aging Voting
Agnes Smith Community Volunteer Voting
Vicke Souza Board member Voting
Richard Young Middleboro Council on Aging Voting

Constituent Board Members

Name Company Affiliations Status
-- -- --

Youth Board Members

Name Company Affiliations Status
-- -- --

Advisory Board Members

Name Company Affiliations Status
-- -- --

Board Demographics

Ethnicity African American/Black: 0
Asian American/Pacific Islander: 0
Caucasian: 29
Hispanic/Latino: 1
Native American/American Indian: 0
Other: 0
Other (if specified): --
Gender Female: 24
Male: 4
Not Specified 0

Board Information

Board Term Lengths --
Board Term Limits --
Board Meeting Attendance % --
Written Board Selection Criteria Yes
Written Conflict Of Interest Policy Yes
Percentage of Monetary Contributions 0%
Percentage of In-Kind Contributions --
Constituency Includes Client Representation Yes

Standing Committees


CEO/Executive Director/Board Comments


Foundation Comments



Revenue vs. Expense ($000s)

Expense Breakdown 2014 (%)

Expense Breakdown 2013 (%)

Expense Breakdown 2012 (%)

Fiscal Year July 01, 2015 to June 30, 2016
Projected Income $38,187,102.00
Projected Expense $37,573,005.00
Form 990s

2014 Form 990

2013 Form 990

2012 Form 990

2011 Form 990

2010 Form 990

2009 Form 990

Audit Documents

2014 Audited Financials

2013 Audited Financials

2012 Auditied Financials

2011 Audited Financials

2010 Audited Financials

2009 Audited Financials

IRS Letter of Exemption

IRS Letter of Determination

Prior Three Years Total Revenue and Expense Totals

Fiscal Year 2014 2013 2012
Total Revenue $33,952,619 $29,179,150 $26,113,549
Total Expenses $32,806,901 $28,620,179 $25,419,855

Prior Three Years Revenue Sources

Fiscal Year 2014 2013 2012
Foundation and
Corporation Contributions
-- -- --
Government Contributions $1,306,800 $1,338,438 $1,241,979
    Federal -- -- --
    State -- -- --
    Local -- -- --
    Unspecified $1,306,800 $1,338,438 $1,241,979
Individual Contributions $235,845 $258,335 $262,753
Indirect Public Support -- -- --
Earned Revenue $32,321,357 $27,503,799 $24,521,494
Investment Income, Net of Losses $88,617 $78,578 $87,323
Membership Dues -- -- --
Special Events -- -- --
Revenue In-Kind -- -- --
Other -- -- --

Prior Three Years Expense Allocations

Fiscal Year 2014 2013 2012
Program Expense $30,879,620 $26,671,246 $23,626,022
Administration Expense $1,922,909 $1,943,794 $1,787,519
Fundraising Expense $4,372 $5,139 $6,314
Payments to Affiliates -- -- --
Total Revenue/Total Expenses 1.03 1.02 1.03
Program Expense/Total Expenses 94% 93% 93%
Fundraising Expense/Contributed Revenue 0% 0% 0%

Prior Three Years Assets and Liabilities

Fiscal Year 2014 2013 2012
Total Assets $13,487,624 $11,820,194 $10,467,527
Current Assets $8,352,111 $6,808,668 $5,998,732
Long-Term Liabilities $1,421,777 $1,454,064 $1,090,321
Current Liabilities $4,403,997 $3,907,118 $3,481,719
Total Net Assets $7,661,850 $6,459,012 $5,895,487

Prior Three Years Top Three Funding Sources

Fiscal Year 2014 2013 2012
1st (Source and Amount) -- --
-- --
-- --
2nd (Source and Amount) -- --
-- --
-- --
3rd (Source and Amount) -- --
-- --
-- --

Financial Planning

Endowment Value --
Spending Policy --
Percentage(If selected) --
Credit Line Yes
Reserve Fund Yes
How many months does reserve cover? --

Capital Campaign

Are you currently in a Capital Campaign? No
Capital Campaign Purpose --
Campaign Goal --
Capital Campaign Dates -
Capital Campaign Raised-to-Date Amount --
Capital Campaign Anticipated in Next 5 Years? --

Short Term Solvency

Fiscal Year 2014 2013 2012
Current Ratio: Current Assets/Current Liabilities 1.90 1.74 1.72

Long Term Solvency

Fiscal Year 2014 2013 2012
Long-term Liabilities/Total Assets 11% 12% 10%

CEO/Executive Director/Board Comments


Foundation Comments

Financial summary data in the charts and graphs above are per the organization's IRS Form 990s.  Contributions from foundations and corporations are listed under individuals when the breakout was not available.


Other Documents

No Other Documents currently available.


The Impact tab is a section on the Giving Common added in October 2013; as such the majority of nonprofits have not yet had the chance to complete this voluntary section. The purpose of the Impact section is to ask five deceptively simple questions that require reflection and promote communication about what really matters – results. The goal is to encourage strategic thinking about how a nonprofit will achieve its goals. The following Impact questions are being completed by nonprofits slowly, thoughtfully and at the right time for their respective organizations to ensure the most accurate information possible.

1. What is your organization aiming to accomplish?


2. What are your strategies for making this happen?


3. What are your organization’s capabilities for doing this?


4. How will your organization know if you are making progress?


5. What have and haven’t you accomplished so far?