Civic Intelligence

Champlain Valley Agency on Aging

990 • Fiscal year 2019 • EIN 22-2474636

Oct 01, 2018 to Sep 30, 2019 • Filed on May 05, 2020

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

62nd percentile

0.28x

Higher debt load relative to assets than 62% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

50th percentile

0.16x

Higher debt load relative to revenue than 50% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

40th percentile

0.3%

Higher net margin than 40% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

46th percentile

$113,502

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

81st percentile

19%

Faster asset growth than 81% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

31st percentile

-2.8%

Faster revenue growth than 31% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Up

$3,861,494

Up $612,870 (+19%) from 2018

Net Assets

Up

$2,796,964

Up $8,122 (+0.3%) from 2018

Liabilities

Up

$1,064,530

Up $604,748 (+132%) from 2018

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin40th percentile

Revenue

Down

$6,499,676

Down $189,169 (-2.8%) from 2018

Expenses

Up

$6,483,127

Up $378,508 (+6.2%) from 2018

Net Income

Down

$16,549

Down $567,677 (-97%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth81st 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

2019

Assets$3,861,494
Liabilities$1,064,530
Net Assets$2,796,964
Open 2019 Filing

Operations Trend

Revenue Growth31st 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

2019

Revenue$6,499,676
Expenses$6,483,127
Net Income$16,549
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2018 to Sep 30, 2019
Signed
May 5, 2020
Return Version
2018v3.1
Gross Receipts
$7,577,320
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$2,045,137$1,482,124▼ $563,013
Land, Buildings, and Equipment, Net$120,009$1,176,037▲ $1,056,028
Savings and Temporary Cash Investments$502,820$652,498▲ $149,678
Pledges and Grants Receivable$221,687$198,639▼ $23,048
Accounts Receivable$196,938$193,451▼ $3,487
Prepaid Expenses and Deferred Charges$113,214$143,324▲ $30,110
Cash and Non-Interest-Bearing Accounts$48,819$15,421▼ $33,398
Total Assets$3,248,624$3,861,494▲ $612,870
Liabilities
Mortgage Notes Payable Secured by Investment Property-$558,072-
Accounts Payable and Accrued Expenses$459,782$506,458▲ $46,676
Total Liabilities$459,782$1,064,530▲ $604,748
Net Assets / Fund Balance
Unrestricted Net Assets$2,706,440$2,714,237▲ $7,797
Temporarily Rstr Net Assets$82,402$82,727▲ $325
Total Net Assets Fund Balance$2,788,842$2,796,964▲ $8,122
Total Liabilities and Net Assets / Fund Balance$3,248,624$3,861,494▲ $612,870

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,090,810$18,488$1,109,298
Leasehold Improvements$0$525,847$525,847
Equipment$85,227$332,179$417,406
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Christopher DussaultEmployeeFT$113,502$113,502
Liz VogelFormer Interim CEOFT$111,364$111,364
Jane CattonCEOFT$17,308$17,308

Board Members and Trustees

NameTitle
Joan LenesPresident
Allan Murray Ramsay Md FacpVice-president
Annmarie PlantDirector
Carolyn WeaverDirector
David CarterDirector
Liz GamacheDirector
Lynda Ulrich DmdDirector
Meagan BuckleyDirector
Ruth WallmanDirector
Susie BrooksDirector
Sarah Gentry TischlerSecretary
John Davis CPA Cfp CvaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,927,406
Program Service Revenue
$979,643
Investment Income
$49,747
Other Revenue
$542,880
All Other Contributions
$609,677
Change in Net Assets
$16,549

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,491,795
Revenue Not Reported on Financial Statements
$7,881
Revenue Not Reported on Form 990
$36,233
Total Revenue per Audited Statements
$6,528,028
Total Revenue per Form 990
$6,499,676
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,298,753
Salaries, Compensation, and Employee Benefits$3,184,374
Total Fundraising Expense$112,256
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$2,370,930$195,415$6,376$2,572,721
Other Salaries and Wages$1,894,024$300,394$34,627$2,229,045
Other Employee Benefits$501,143$97,044$12,627$610,814
Occupancy$212,311$37,736$4,272$254,319
Payroll Taxes$138,383$44,904$6,938$190,225
Current Officers, Directors, Trustees, and Key Employees-$123,432$30,858$154,290
Other Expenses$42,735$90,048$318$133,101
Office Expenses$83,582$19,361$14,852$117,795
Travel$79,577$4,478$269$84,324
Depreciation Depletion$41,306--$41,306
Conferences and Meetings$21,978$15,425$515$37,918
Insurance$20,376$2,818$604$23,798
Fees for Services Lobbying-$12,890-$12,890
Fees for Services Accounting-$12,700-$12,700
Fees for Service Investment Mgmnt Fees-$7,881-$7,881
Total Functional Expenses$5,406,345$964,526$112,256$6,483,127

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$6,519,905
Total Expenses per Form 990$6,483,127
Expenses per Audited Statements$6,475,246
Expenses Not Reported on Form 990$44,659
Expenses Not Reported on Financial Statements$7,881
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$127,703
Fundraising Direct Expenses$9,442
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
March for Meals$127,703$127,703$9,442$118,261
Total Events$127,703$127,703$9,442$118,261
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$2,514
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
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
Age Well Inc
EIN
22-2474636
Phone
8028650360
Address
76 PEARL STREET SUITE 201, ESSEX JUNCTION, VT 05452

Signing Officer

Name
Amy Ahern
Title
Director of Finance
Phone
8028650360
Signed
2020-05-05

Organization Details

Principal Officer
Amy Ahern
Formed
1983
Legal Domicile
Vt
Voting Board Members
13
Independent Board Members
12
Employees
78
Volunteers
953

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 2,370,930. Management and general expenses 195,415. Fundraising expenses 6,376. Total expenses 2,572,721.”

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, 2018, 2017 and 2016.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Special event exp net w/ rev rent expenses”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Special event exp net w/ rev rent expenses rounding”

Raw XML AppendixShowing 400 of 558 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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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-PRESIDENT
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/TitleTxt12FORMER INTERIM CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt13CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt14EMPLOYEE
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IRS990/MoreThan5000KToOrgInd00
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IRS990/NetUnrelatedBusTxblIncmAmt0-2761
IRS990/NetUnrlzdGainsLossesInvstAmt0-8427
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt04272
IRS990/OccupancyGrp/ManagementAndGeneralAmt037736
IRS990/OccupancyGrp/ProgramServicesAmt0212311
IRS990/OccupancyGrp/TotalAmt0254319
IRS990/OfficeExpensesGrp/FundraisingAmt014852
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt019361
IRS990/OfficeExpensesGrp/ProgramServicesAmt083582
IRS990/OfficeExpensesGrp/TotalAmt0117795
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0501143
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0610814
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IRS990/OtherExpensesGrp/FundraisingAmt0318
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IRS990/OtherExpensesGrp/TotalAmt0133101
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IRS990/OtherRevenueMiscGrp/BusinessCd1624100
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IRS990/OtherRevenueMiscGrp/Desc1SASH
IRS990/OtherRevenueMiscGrp/Desc2MISCELLANEOUS
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IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt110000
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt21507
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt110000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt21507
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IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0300394
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IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt06938
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt044904
IRS990/PayrollTaxesGrp/ProgramServicesAmt0138383
IRS990/PayrollTaxesGrp/TotalAmt0190225
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0221687
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0198639
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0113214
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IRS990/PrincipalOfficerNm0AMY AHERN
IRS990/ProfessionalFundraisingInd00
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IRS990/ProgramServiceRevenueGrp/Desc0CHOICES FOR CARE
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0928933
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt150710
IRS990/ProgSrvcAccomActy2Grp/Desc0AGE WELL PROVIDES INFORMATION TO SENIORS AND THEIR FAMILIES ON DIFFERENT PROGRAMS THAT ENABLE INDEPENDENT LIVING.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt02826671
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt051660
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.
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IRS990/PYBenefitsPaidToMembersAmt00
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IRS990/PYOtherExpensesAmt02627907
IRS990/PYOtherRevenueAmt0324611
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IRS990/PYRevenuesLessExpensesAmt0584226
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IRS990/PYTotalExpensesAmt06104619
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IRS990/PYTotalRevenueAmt06688845
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IRS990/RegularMonitoringEnfrcInd01
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IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt0-4218
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt0652498
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IRS990ScheduleA/TotalSupportAmt025261063
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
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IRS990ScheduleC/MediaAdvertisementsInd00
IRS990ScheduleC/NotDescribedSection501c3Ind00
IRS990ScheduleC/OtherActivitiesAmt012890
IRS990ScheduleC/OtherActivitiesInd01

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,861,494
Liabilities
$1,064,530
Net assets
$2,796,964
Revenue
$6,499,676
Expenses
$6,483,127
Net income
$16,549
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2019 filings • 501(c)3 • $5M-$10M nonprofits