Civic Intelligence

Champlain Valley Agency on Aging

990 • Fiscal year 2018 • EIN 22-2474636

Oct 01, 2017 to Sep 30, 2018 • Filed on Jun 24, 2019

Organization ProfileWWW.AGEWELL.ORG

View Organization Page

76 Pearl Street Suite 201Essex Junction, VT 05452

(802) 865-0360

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

48th percentile

0.14x

Higher debt load relative to assets than 48% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

29th percentile

0.07x

Higher debt load relative to revenue than 29% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

64th percentile

8.7%

Higher net margin than 64% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

60th percentile

$145,840

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

84th percentile

21%

Faster asset growth than 84% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

72nd percentile

16%

Faster revenue growth than 72% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$3,248,624

Up $564,982 (+21%) from 2017

Net Assets

Up

$2,788,842

Up $568,112 (+26%) from 2017

Liabilities

Down

$459,782

Down $3,130 (-0.7%) from 2017

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin64th percentile

Revenue

Up

$6,688,845

Up $911,812 (+16%) from 2017

Expenses

Up

$6,104,619

Up $203,077 (+3.4%) from 2017

Net Income

Up

$584,226

Up $708,735 (+569%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2010: $2,793,111Liabilities 2010: $835,560Net Assets 2010: $1,957,5512010Assets 2011: $2,636,374Liabilities 2011: $637,401Net Assets 2011: $1,998,9732011Assets 2012: $2,917,098Liabilities 2012: $745,788Net Assets 2012: $2,171,3102012Assets 2013: $3,025,940Liabilities 2013: $790,364Net Assets 2013: $2,235,5762013Assets 2014: $3,115,236Liabilities 2014: $826,948Net Assets 2014: $2,288,2882014Assets 2015: $3,070,453Liabilities 2015: $744,133Net Assets 2015: $2,326,3202015Assets 2016: $2,805,295Liabilities 2016: $464,613Net Assets 2016: $2,340,6822016Assets 2017: $2,683,642Liabilities 2017: $462,912Net Assets 2017: $2,220,7302017Assets 2018: $3,248,624Liabilities 2018: $459,782Net Assets 2018: $2,788,8422018Assets 2019: $3,861,494Liabilities 2019: $1,064,530Net Assets 2019: $2,796,9642019Assets 2020: $4,922,745Liabilities 2020: $2,023,593Net Assets 2020: $2,899,1522020Assets 2021: $4,778,126Liabilities 2021: $1,705,297Net Assets 2021: $3,072,8292021Assets 2022: $4,872,185Liabilities 2022: $1,655,213Net Assets 2022: $3,216,9722022Assets 2023: $4,989,243Liabilities 2023: $1,654,203Net Assets 2023: $3,335,0402023Assets 2024: $4,910,754Liabilities 2024: $1,721,126Net Assets 2024: $3,189,6282024

Highlighted filing

2018

Assets$3,248,624
Liabilities$459,782
Net Assets$2,788,842
Open 2018 Filing

Operations Trend

Revenue Growth72nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2010: $4,950,8642010Expenses 2011: $4,818,0722011Expenses 2012: $4,743,8072012Expenses 2013: $4,877,2762013Revenue 2014: $5,079,441Expenses 2014: $5,060,587Net Income 2014: $18,8542014Revenue 2015: $5,291,675Expenses 2015: $5,215,740Net Income 2015: $75,9352015Revenue 2016: $5,919,015Expenses 2016: $5,963,084Net Income 2016: -$44,0692016Revenue 2017: $5,777,033Expenses 2017: $5,901,542Net Income 2017: -$124,5092017Revenue 2018: $6,688,845Expenses 2018: $6,104,619Net Income 2018: $584,2262018Revenue 2019: $6,499,676Expenses 2019: $6,483,127Net Income 2019: $16,5492019Revenue 2020: $7,330,294Expenses 2020: $7,232,255Net Income 2020: $98,0392020Revenue 2021: $7,728,758Expenses 2021: $7,672,844Net Income 2021: $55,9142021Revenue 2022: $9,247,074Expenses 2022: $8,890,588Net Income 2022: $356,4862022Revenue 2023: $10,538,785Expenses 2023: $10,510,886Net Income 2023: $27,8992023Revenue 2024: $10,627,135Expenses 2024: $10,942,860Net Income 2024: -$315,7252024

Highlighted filing

2018

Revenue$6,688,845
Expenses$6,104,619
Net Income$584,226
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Jun 24, 2019
Return Version
2017v2.3
Gross Receipts
$6,699,796
Mission and Program Overview

Mission

Age well helps seniors age with independence and dignity by providing information, services, education, support and advocacy to seniors and caregivers.

To provide the support and guidance that inspires our community to embrace aging with confidence.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,183,498$2,045,137▲ $861,639
Savings and Temporary Cash Investments$770,697$502,820▼ $267,877
Pledges and Grants Receivable$106,295$221,687▲ $115,392
Accounts Receivable$283,377$196,938▼ $86,439
Land, Buildings, and Equipment, Net$189,151$120,009▼ $69,142
Prepaid Expenses and Deferred Charges$106,093$113,214▲ $7,121
Cash and Non-Interest-Bearing Accounts$44,531$48,819▲ $4,288
Total Assets$2,683,642$3,248,624▲ $564,982
Liabilities
Accounts Payable and Accrued Expenses$384,264$459,782▲ $75,518
Deferred Revenue$57,223--
Other Liabilities$21,425$0▼ $21,425
Total Liabilities$462,912$459,782▼ $3,130
Net Assets / Fund Balance
Unrestricted Net Assets$2,213,328$2,706,440▲ $493,112
Temporarily Rstr Net Assets$7,402$82,402▲ $75,000
Total Net Assets Fund Balance$2,220,730$2,788,842▲ $568,112
Total Liabilities and Net Assets / Fund Balance$2,683,642$3,248,624▲ $564,982

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$0$525,847$525,847
Equipment$108,779$343,121$451,900
Other Land Buildings$11,230-$11,230
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseTotal
John Michael HallExecutive DirectorFT$145,840$145,840
Christopher DussaultEmployeeFT$129,698$129,698
Rachel CummingsEmployeeFT$124,775$124,775

Board Members and Trustees

NameTitle
Kim HalladayChair
Joan LenesVice Chair
Allan Murray Ramsay Md FacpDirector
David CarterDirector
Jan RiordanDirector
Mary Beth DudleyDirector
Ruth WallmanDirector
Sarah Gentry TischlerDirector
Stephanie L ParkerDirector
William DorschDirector
Tom BrassardSecretary
John Davis CPA Cfp CvaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,195,438
Program Service Revenue
$1,130,425
Investment Income
$38,371
Other Revenue
$324,611
All Other Contributions
$912,046
Change in Net Assets
$584,226

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,681,367
Revenue Not Reported on Financial Statements
$7,478
Revenue Not Reported on Form 990
$-7,980
Total Revenue per Audited Statements
$6,673,387
Total Revenue per Form 990
$6,688,845
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,388,520
Other Expenses$2,627,907
Total Fundraising Expense$162,070
Grants and Similar Amounts Paid$88,192
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,987,820$407,325$88,213$2,483,358
Fees for Services Other$1,736,409$71,074$6,335$1,813,818
Other Employee Benefits$490,708$87,526$16,477$594,711
Occupancy$181,458$38,801$4,469$224,728
Payroll Taxes$156,136$38,717$8,609$203,462
Current Officers, Directors, Trustees, and Key Employees-$85,591$21,398$106,989
Office Expenses$73,749$18,243$14,301$106,293
Depreciation Depletion$90,358--$90,358
Grants to Domestic Orgs$88,192--$88,192
Travel$83,679$2,503$87$86,269
Conferences and Meetings$13,007$41,350$1,080$55,437
Other Expenses$49,219$53,181$204$49,219
Insurance$17,273$2,592$585$20,450
Fees for Services Accounting$10,606$1,381$312$12,299
Fees for Services Lobbying-$9,969-$9,969
Fees for Service Investment Mgmnt Fees-$7,478-$7,478
Total Functional Expenses$5,076,818$865,731$162,070$6,104,619

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$6,105,275
Total Expenses per Form 990$6,104,619
Expenses per Audited Statements$6,097,141
Expenses Not Reported on Form 990$8,134
Expenses Not Reported on Financial Statements$7,478
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Vermont Legal AidBurlington, VT3Legal Assistance$88,192
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$8,134
Fundraising Gross Income$8,134
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala$99,500$8,134$8,134$0
Total Events$99,500$8,134$8,134$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Board MemberPrinting ServicesNo$17,977
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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, Part VI, Section B, Line 11B

“The finance committee reviews the 990 and offers copies to board members before filing.”

Form 990, Part VI, Section B, Line 12C

“Annual review of policy. Will implement documentation to verify.”

Form 990, Part VI, Section B, Line 15A

“Board conducts executive director evaluation annually and approves change in pay.”

Form 990, Part VI, Section C, Line 19

“Governing documents disclosed upon request.”

Filing and Contact Details

Filer

Filer Name
Champlain Valley Area Agency on Aging
EIN
22-2474636
Phone
8028650360
Address
76 PEARL STREET SUITE 201, ESSEX JUNCTION, VT 05452
Doing Business As
Age Well

Signing Officer

Name
Amy Ahern
Title
Controller
Phone
8028650360
Signed
2019-06-24

Organization Details

Principal Officer
Amy Ahern
Formed
1983
Legal Domicile
Vt
Voting Board Members
12
Independent Board Members
11
Employees
78
Volunteers
818

Preparer

Firm
Mcsoley Mccoy & Co
Address
118 TILLEY DRIVE STE 202, SOUTH BURLINGTON, VT 05403
Preparer
Connie Fellion
Phone
8026581808
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Other: program service expenses 1,736,409. Management and general expenses 71,074. Fundraising expenses 6,335. Total expenses 1,813,818.”

Financial Statement Notes

PART X, LINE 2:

“The organization is exempt from federal income taxes under section 501(c)(3) of the u.s. Internal revenue code and has been classified as a publicly-supported organization which is not a private foundation under section 509(a) of the code. Fasb asc 740, income taxes, requires entities to disclose in their financial statements the nature of any uncertainty in their tax positions. For tax exempt entities, tax-exempt status itself is deemed to be an uncertainty, as events could potentially occur to jeopardize their tax-exempt status. Management believes the organization has no uncertain tax positions. The organization is subject to examination by taxing authorities for the tax years ended september 30, 2017, 2016 and 2015.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Special event exp net w/ rev”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Special event exp net w/ rev”

Raw XML AppendixShowing 400 of 565 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0384264
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0459782
IRS990/AccountsReceivableGrp/BOYAmt0283377
IRS990/AccountsReceivableGrp/EOYAmt0196938
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE THE SUPPORT AND GUIDANCE THAT INSPIRES OUR COMMUNITY TO EMBRACE AGING WITH CONFIDENCE.
IRS990/AllOtherContributionsAmt0912046
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0AMY AHERN
IRS990/BooksInCareOfDetail/PhoneNum08028650360
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt076 PEARL STREET SUITE 201
IRS990/BooksInCareOfDetail/USAddress/CityNm0ESSEX JUNCTION
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd005452
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd01
IRS990/CashNonInterestBearingGrp/BOYAmt044531
IRS990/CashNonInterestBearingGrp/EOYAmt048819
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt021398
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt085591
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0106989
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/FundraisingAmt01080
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt041350
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt013007
IRS990/ConferencesMeetingsGrp/TotalAmt055437
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContriRptFundraisingEventAmt091366
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt05195438
IRS990/CYGrantsAndSimilarPaidAmt088192
IRS990/CYInvestmentIncomeAmt038371
IRS990/CYOtherExpensesAmt02627907
IRS990/CYOtherRevenueAmt0324611
IRS990/CYProgramServiceRevenueAmt01130425
IRS990/CYRevenuesLessExpensesAmt0584226
IRS990/CYSalariesCompEmpBnftPaidAmt03388520
IRS990/CYTotalExpensesAmt06104619
IRS990/CYTotalFundraisingExpenseAmt0162070
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt06688845
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt057223
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt090358
IRS990/DepreciationDepletionGrp/TotalAmt090358
IRS990/Desc0AGE WELL PROVIDES ADVOCACY EFFORTS ON BEHALF OF SENIORS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DoingBusinessAsName/BusinessNameLine1Txt0AGE WELL
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt078
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt02337548
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditPerformedInd01
IRS990/FederalGrantAuditRequiredInd01
IRS990/FederatedCampaignsAmt056128
IRS990/FeesForServicesAccountingGrp/FundraisingAmt0312
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01381
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt010606
IRS990/FeesForServicesAccountingGrp/TotalAmt012299
IRS990/FeesForServicesLobbyingGrp/ManagementAndGeneralAmt09969
IRS990/FeesForServicesLobbyingGrp/TotalAmt09969
IRS990/FeesForServicesOtherGrp/FundraisingAmt06335
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt071074
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt01736409
IRS990/FeesForServicesOtherGrp/TotalAmt01813818
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt07478
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt07478
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form1098CFiledInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form8899Filedind00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1240.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1340.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1440.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/PersonNm0KIM HALLADAY
IRS990/Form990PartVIISectionAGrp/PersonNm1JOAN LENES
IRS990/Form990PartVIISectionAGrp/PersonNm2JOHN DAVIS CPA CFP CVA
IRS990/Form990PartVIISectionAGrp/PersonNm3TOM BRASSARD
IRS990/Form990PartVIISectionAGrp/PersonNm4DAVID CARTER
IRS990/Form990PartVIISectionAGrp/PersonNm5WILLIAM DORSCH
IRS990/Form990PartVIISectionAGrp/PersonNm6MARY BETH DUDLEY
IRS990/Form990PartVIISectionAGrp/PersonNm7STEPHANIE L PARKER
IRS990/Form990PartVIISectionAGrp/PersonNm8ALLAN MURRAY RAMSAY MD FACP
IRS990/Form990PartVIISectionAGrp/PersonNm9JAN RIORDAN
IRS990/Form990PartVIISectionAGrp/PersonNm10SARAH GENTRY TISCHLER
IRS990/Form990PartVIISectionAGrp/PersonNm11RUTH WALLMAN
IRS990/Form990PartVIISectionAGrp/PersonNm12JOHN MICHAEL HALL
IRS990/Form990PartVIISectionAGrp/PersonNm13RACHEL CUMMINGS
IRS990/Form990PartVIISectionAGrp/PersonNm14CHRISTOPHER DUSSAULT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12145840
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13124775
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14129698
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13EMPLOYEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14EMPLOYEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01983
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt091366
IRS990/FundraisingDirectExpensesAmt08134
IRS990/FundraisingGrossIncomeAmt08134
IRS990/GainOrLossGrp/OtherAmt0-1923
IRS990/GainOrLossGrp/SecuritiesAmt0-894
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GovernmentGrantsAmt04135898
IRS990/GrantAmt088192
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt088192
IRS990/GrantsToDomesticOrgsGrp/TotalAmt088192
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt06699796
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt0585
IRS990/InsuranceGrp/ManagementAndGeneralAmt02592
IRS990/InsuranceGrp/ProgramServicesAmt017273
IRS990/InsuranceGrp/TotalAmt020450
IRS990/InvestmentIncomeGrp/ExclusionAmt041188
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt041188
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01183498
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02045137
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0868968
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0189151
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0120009
IRS990/LandBldgEquipCostOrOtherBssAmt0988977
IRS990/LegalDomicileStateCd0VT
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt01923
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0894
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE THE SUPPORT AND GUIDANCE THAT INSPIRES OUR COMMUNITY TO EMBRACE AGING WITH CONFIDENCE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02220730
IRS990/NetAssetsOrFundBalancesEOYAmt02788842
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-2817
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-2817
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-16114
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt04469
IRS990/OccupancyGrp/ManagementAndGeneralAmt038801
IRS990/OccupancyGrp/ProgramServicesAmt0181458
IRS990/OccupancyGrp/TotalAmt0224728
IRS990/OfficeExpensesGrp/FundraisingAmt014301
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt018243
IRS990/OfficeExpensesGrp/ProgramServicesAmt073749
IRS990/OfficeExpensesGrp/TotalAmt0106293
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt016477
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt087526
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0490708
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0594711
IRS990/OtherExpensesGrp/Desc0OTHER
IRS990/OtherExpensesGrp/Desc1RAW FOOD
IRS990/OtherExpensesGrp/FundraisingAmt0204
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt053181
IRS990/OtherExpensesGrp/ProgramServicesAmt098204
IRS990/OtherExpensesGrp/ProgramServicesAmt149219
IRS990/OtherExpensesGrp/TotalAmt0151589
IRS990/OtherExpensesGrp/TotalAmt149219
IRS990/OtherLiabilitiesGrp/BOYAmt021425
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0624100
IRS990/OtherRevenueMiscGrp/BusinessCd1624100
IRS990/OtherRevenueMiscGrp/Desc0ONE CARE
IRS990/OtherRevenueMiscGrp/Desc1SASH
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0313487
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt111124
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0313487
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt111124
IRS990/OtherRevenueTotalAmt0324611
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt088213
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0407325
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01987820
IRS990/OtherSalariesAndWagesGrp/TotalAmt02483358
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt08609
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt038717
IRS990/PayrollTaxesGrp/ProgramServicesAmt0156136
IRS990/PayrollTaxesGrp/TotalAmt0203462
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0106295
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0221687
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0106093
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0113214
IRS990/PrincipalOfficerNm0AMY AHERN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/BusinessCd1624100
IRS990/ProgramServiceRevenueGrp/Desc0CHOICES FOR CARE
IRS990/ProgramServiceRevenueGrp/Desc1MEDICAID WAIVER
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01075307
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt155118
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01075307
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt155118
IRS990/ProgSrvcAccomActy2Grp/Desc0AGE WELL PROVIDES INFORMATION TO SENIORS AND THEIR FAMILIES ON DIFFERENT PROGRAMS THAT ENABLE INDEPENDENT LIVING.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt02508616
IRS990/ProgSrvcAccomActy3Grp/Desc0AGE WELL IS COMMITTED TO SUPPORT FOR CAREGIVERS THROUGH A GROWING NUMBER OF PROGRAMS, SUCH AS THE DEMENTIA RESPITE PROGRAM AND THE NATIONAL FAMILY CAREGIVER SUPPORT PROGRAM.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0230654
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt04571052
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt088193
IRS990/PYInvestmentIncomeAmt043260
IRS990/PYOtherExpensesAmt02475443
IRS990/PYOtherRevenueAmt0114107
IRS990/PYProgramServiceRevenueAmt01048614
IRS990/PYRevenuesLessExpensesAmt0-124509
IRS990/PYSalariesCompEmpBnftPaidAmt03337906
IRS990/PYTotalExpensesAmt05901542
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt05777033
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0584226
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0770697
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0502820
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05195438
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt04571052
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt05071579
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt05162571
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt04977410
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt024978050
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt041188
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt039351
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt037771
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt029476
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt036992
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0184778
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt03344
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt09880
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt040474
IRS990ScheduleA/OtherIncome170Grp/TotalAmt053698
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99050
IRS990ScheduleA/PublicSupportPY170Pct00.98890
IRS990ScheduleA/PublicSupportTotal170Amt024978050
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt05195438
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt04571052
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt05071579
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt05162571
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt04977410
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt024978050
IRS990ScheduleA/TotalSupportAmt025216526
IRS990/ScheduleBRequiredInd01
IRS990ScheduleC/DirectContactLegislatorsInd00
IRS990ScheduleC/GrantsOtherOrganizationsInd00
IRS990ScheduleC/MailingsMembersInd00
IRS990ScheduleC/MediaAdvertisementsInd00
IRS990ScheduleC/NotDescribedSection501c3Ind00
IRS990ScheduleC/OtherActivitiesAmt09969
IRS990ScheduleC/OtherActivitiesInd01
IRS990ScheduleC/PaidStaffOrManagementInd01
IRS990ScheduleC/PublicationsOrBroadcastInd00
IRS990ScheduleC/RalliesDemonstrationsInd00
IRS990ScheduleC/SupplementalInformationDetail/ExplanationTxt0AGE WELL CONTRACTS WITH AN OUTSIDE LAW FIRM THAT CONDUCTS LOBBYING ACTIVITIES TO ENSURE THE AAA'S IN VERMONT CONTINUE TO RECEIVE FUNDS.
IRS990ScheduleC/SupplementalInformationDetail/FormAndLineReferenceDesc0PART II-B, LINE 1:

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,248,624
Liabilities
$459,782
Net assets
$2,788,842
Revenue
$6,688,845
Expenses
$6,104,619
Net income
$584,226
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.91$1.72$3.19$10.6$10.9$0.32
2023Detailed filing. Detailed filing data is available for this year.$4.99$1.65$3.34$10.5$10.5$0.03
2022Detailed filing. Detailed filing data is available for this year.$4.87$1.66$3.22$9.25$8.89$0.36
2021Detailed filing. Detailed filing data is available for this year.$4.78$1.71$3.07$7.73$7.67$0.06
2020Detailed filing. Detailed filing data is available for this year.$4.92$2.02$2.90$7.33$7.23$0.10
2019Detailed filing. Detailed filing data is available for this year.$3.86$1.06$2.80$6.50$6.48$0.02
2018Detailed filing. Detailed filing data is available for this year.$3.25$0.46$2.79$6.69$6.10$0.58
2017Detailed filing. Detailed filing data is available for this year.$2.68$0.46$2.22$5.78$5.90$0.12
2016Detailed filing. Detailed filing data is available for this year.$2.81$0.46$2.34$5.92$5.96$0.04
2015Detailed filing. Detailed filing data is available for this year.$3.07$0.74$2.33$5.29$5.22$0.08
2014Detailed filing. Detailed filing data is available for this year.$3.12$0.83$2.29$5.08$5.06$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.03$0.79$2.24$4.88
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.92$0.75$2.17$4.74
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.64$0.64$2.00$4.82
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.79$0.84$1.96$4.95