Civic Intelligence

Living Well Group Inc

EIN 03-0358421 • 501(c)3 • Colchester, VT

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Profile

Resident-focused caring for elders that promotes well-being within a wide range of community connections.

261 Mountain View Drive Suite 401Colchester, VT 05446

www.ethanallenresidence.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

95th percentile

1.05x

Higher debt load relative to assets than 95% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

84th percentile

0.96x

Higher debt load relative to revenue than 84% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

47th percentile

3.4%

Higher net margin than 47% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

40th percentile

1.8%

Faster asset growth than 40% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

52nd percentile

8.0%

Faster revenue growth than 52% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets95th percentile

Assets

Up

$6,212,124

Up $108,829 (+1.8%) from 2023

Liabilities

Down

$6,536,701

Down $61,812 (-0.9%) from 2023

Net Assets

Up

-$324,577

Up $170,641 (+34%) from 2023

Operations
Liabilities / Revenue84th percentileNet Margin47th percentile

Revenue

Up

$6,841,325

Up $507,143 (+8.0%) from 2023

Expenses

Up

$6,605,376

Up $45,920 (+0.7%) from 2023

Net Income

Up

$235,949

Up $461,223 (+205%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MAssets 2010: $616,786Liabilities 2010: $583,221Net Assets 2010: $33,5652010Assets 2011: $616,786Liabilities 2011: $583,221Net Assets 2011: $33,5652011Assets 2012: $612,163Liabilities 2012: $542,349Net Assets 2012: $69,8142012Assets 2013: $2,173,015Liabilities 2013: $2,062,906Net Assets 2013: $110,1092013Assets 2014: $2,140,367Liabilities 2014: $2,239,326Net Assets 2014: -$98,9592014Assets 2015: $2,152,106Liabilities 2015: $2,267,181Net Assets 2015: -$115,0752015Assets 2016: $4,293,374Liabilities 2016: $4,316,967Net Assets 2016: -$23,5932016Assets 2017: $6,407,941Liabilities 2017: $6,305,846Net Assets 2017: $102,0952017Assets 2018: $6,726,493Liabilities 2018: $6,466,407Net Assets 2018: $260,0862018Assets 2019: $6,551,644Liabilities 2019: $6,174,544Net Assets 2019: $377,1002019Assets 2020: $6,663,213Liabilities 2020: $6,098,380Net Assets 2020: $564,8332020Assets 2021: $7,357,011Liabilities 2021: $7,132,004Net Assets 2021: $225,0072021Assets 2022: $6,538,874Liabilities 2022: $6,808,818Net Assets 2022: -$269,9442022Assets 2023: $6,103,295Liabilities 2023: $6,598,513Net Assets 2023: -$495,2182023Assets 2024: $6,212,124Liabilities 2024: $6,536,701Net Assets 2024: -$324,5772024

Highlighted filing

2024

Assets$6,212,124
Liabilities$6,536,701
Net Assets-$324,577
Open 2024 Filing

Operations Trend

Revenue Growth52nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2010: $472,573Expenses 2010: $448,826Net Income 2010: $23,7472010Revenue 2011: $472,573Expenses 2011: $448,826Net Income 2011: $23,7472011Revenue 2012: $514,207Expenses 2012: $497,445Net Income 2012: $16,7622012Revenue 2013: $1,511,774Expenses 2013: $1,459,626Net Income 2013: $52,1482013Revenue 2014: $2,423,971Expenses 2014: $2,635,947Net Income 2014: -$211,9762014Revenue 2015: $2,827,620Expenses 2015: $2,841,430Net Income 2015: -$13,8102015Revenue 2016: $4,511,928Expenses 2016: $4,179,504Net Income 2016: $332,4242016Revenue 2017: $5,193,102Expenses 2017: $5,067,414Net Income 2017: $125,6882017Revenue 2018: $5,738,856Expenses 2018: $5,580,865Net Income 2018: $157,9912018Revenue 2019: $5,841,428Expenses 2019: $5,724,414Net Income 2019: $117,0142019Revenue 2020: $6,653,387Expenses 2020: $6,465,654Net Income 2020: $187,7332020Revenue 2021: $5,820,072Expenses 2021: $6,159,898Net Income 2021: -$339,8262021Revenue 2022: $5,602,377Expenses 2022: $6,097,328Net Income 2022: -$494,9512022Revenue 2023: $6,334,182Expenses 2023: $6,559,456Net Income 2023: -$225,2742023Revenue 2024: $6,841,325Expenses 2024: $6,605,376Net Income 2024: $235,9492024

Highlighted filing

2024

Revenue$6,841,325
Expenses$6,605,376
Net Income$235,949
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$6,212,124
Liabilities
$6,536,701
Net assets
-$324,577
Revenue
$6,841,325
Expenses
$6,605,376
Net income
$235,949
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.21$6.54$0.32$6.84$6.61$0.24
2023Detailed filing. Detailed filing data is available for this year.$6.10$6.60$0.50$6.33$6.56$0.23
2022Detailed filing. Detailed filing data is available for this year.$6.54$6.81$0.27$5.60$6.10$0.49
2021Detailed filing. Detailed filing data is available for this year.$7.36$7.13$0.23$5.82$6.16$0.34
2020Detailed filing. Detailed filing data is available for this year.$6.66$6.10$0.56$6.65$6.47$0.19
2019Detailed filing. Detailed filing data is available for this year.$6.55$6.17$0.38$5.84$5.72$0.12
2018Detailed filing. Detailed filing data is available for this year.$6.73$6.47$0.26$5.74$5.58$0.16
2017Detailed filing. Detailed filing data is available for this year.$6.41$6.31$0.10$5.19$5.07$0.13
2016Detailed filing. Detailed filing data is available for this year.$4.29$4.32$0.02$4.51$4.18$0.33
2015Summary only. Only limited summary data is available for this year.$2.15$2.27$0.12$2.83$2.84$0.01
2014Summary only. Only limited summary data is available for this year.$2.14$2.24$0.10$2.42$2.64$0.21
2013Summary only. Only limited summary data is available for this year.$2.17$2.06$0.11$1.51$1.46$0.05
2012Summary only. Only limited summary data is available for this year.$0.61$0.54$0.07$0.51$0.50$0.02
2011Summary only. Only limited summary data is available for this year.$0.62$0.58$0.03$0.47$0.45$0.02
2010Summary only. Only limited summary data is available for this year.$0.62$0.58$0.03$0.47$0.45$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 31, 2025
Return Version
2024v5.0
Gross Receipts
$6,841,383
Mission and Program Overview

Mission

Resident-focused caring for elders that promotes well-being within a wide range of community connections.

To create a model of whole-person elder care that honors, respects, and elevates each individual while redefining aging in america.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$5,515,809$5,408,674▼ $107,135
Cash and Non-Interest-Bearing Accounts$286,461$334,736▲ $48,275
Savings and Temporary Cash Investments$146,864$295,249▲ $148,385
Accounts Receivable$144,888$166,068▲ $21,180
Prepaid Expenses and Deferred Charges$9,273$7,397▼ $1,876
Total Assets$6,103,295$6,212,124▲ $108,829
Liabilities
Mortgage Notes Payable Secured by Investment Property$6,287,591$6,167,890▼ $119,701
Accounts Payable and Accrued Expenses$301,391$368,259▲ $66,868
Deferred Revenue$9,531$552▼ $8,979
Total Liabilities$6,598,513$6,536,701▼ $61,812
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-495,218$-324,577▲ $170,641
Total Net Assets Fund Balance$-495,218$-324,577▲ $170,641
Total Liabilities and Net Assets / Fund Balance$6,103,295$6,212,124▲ $108,829

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,736,824$1,436,619$6,173,443
Land$622,377-$622,377
Equipment$49,473$236,600$286,073
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Wendy AudetteExecutive DiFT$166,923-$166,923
Wendy AudetteExecutive Director-$141,923$25,000$166,923
Lori MontgomeryDirector ofFT$136,824$10,787$147,611
Lisa AyerDirector of OperFT$114,784$16,756$131,540

Board Members and Trustees

NameTitle
Jim HolwayPresident
Christopher Trombly Left 924Director
Robert GowansDirector
Tim FortuneSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$93,955
Program Service Revenue
$6,636,247
Investment Income
$-58
Other Revenue
$111,181
All Other Contributions
$35,665
Change in Net Assets
$235,949
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,884,614
Other Expenses$1,720,762
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,597,589$487,893-$4,085,482
Payroll Taxes$348,031$48,970-$397,001
Occupancy$358,842$12,000-$370,842
Interest$231,228$15,574-$246,802
Depreciation Depletion$215,398$20,568-$235,966
Other Employee Benefits$161,547$63,213-$224,760
Current Officers, Directors, Trustees, and Key Employees-$166,923-$166,923
Fees for Services Other$144,552$15,452-$160,004
Insurance$61,902$45,295-$107,197
Office Expenses$39,733$8,797-$48,530
Information Technology$145$43,169-$43,314
Conferences and Meetings$21,293$9,882-$31,175
Advertising$17,557$87-$17,644
Travel$5,399$6,789-$12,188
Pension Plan Contributions$7,510$2,938-$10,448
Fees for Services Accounting-$8,000-$8,000
Other Expenses$1,847$15-$1,847
Total Functional Expenses$5,649,811$955,565$0$6,605,376
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Jim HolwayBoard PresidentOffice RentNo$12,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
No
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The 990 is reviewed by senior management and the board of directors, if requested.”

Form 990, Page 6, Part VI, Line 15A

“The board reviews and approves the ceo/executive director's compensation annually.”

Form 990, Page 6, Part VI, Line 19

“The governing documents, conflict of interest policy and financial statements are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Living Well Group Inc
EIN
03-0358421
Phone
8026581573
Address
261 MOUNTAIN VIEW DRIVE SUITE 401, COLCHESTER, VT 05446

Signing Officer

Name
Wendy Audette
Title
Executive Director
Phone
8026581573
Signed
2025-10-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Wendy Audette
Formed
2003
Legal Domicile
Vt
Voting Board Members
3
Independent Board Members
3
Employees
184
Volunteers
4

Preparer

Firm
Jmm & Associates Pc
Address
463 MOUNTAIN VIEW DR STE 403, COLCHESTER, VT 05446
Preparer
Randall L Sargent CPA
Phone
8026555665
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“Living well group, inc. Believes it has appropriate support for any tax positions taken and therefore has not recorded any liability for uncertain tax positions.”

Raw XML AppendixShowing 400 of 459 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0100000
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MISCELLANEOUS INCOME 537,964
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART III, LINE 12
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt05269120
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt05317257
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt027857319
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt03
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IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt056616
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IRS990ScheduleA/PublicSupportPY509Pct00.89650
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0LIVING WELL GROUP, INC. BELIEVES IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AND THEREFORE HAS NOT RECORDED ANY LIABILITY FOR UNCERTAIN TAX POSITIONS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0WENDY AUDETTE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0JIM HOLWAY
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0BOARD PRESIDENT
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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0OFFICE RENT
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS REVIEWED BY SENIOR MANAGEMENT AND THE BOARD OF DIRECTORS, IF REQUESTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD REVIEWS AND APPROVES THE CEO/EXECUTIVE DIRECTOR'S COMPENSATION ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotalFunctionalExpensesGrp/TotalAmt06605376
IRS990/TotalGrossUBIAmt00
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