Civic Intelligence

Champlain Valley Agency on Aging

990 • Fiscal year 2023 • EIN 22-2474636

Oct 01, 2022 to Sep 30, 2023 • Filed on Jul 15, 2024

875 Roosevelt Highway 210Colchester, VT 05446

(802) 865-0360

Siviq Scores

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

Liabilities / Assets

64th percentile

0.33x

Higher debt load relative to assets than 64% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

39th percentile

0.16x

Higher debt load relative to revenue than 39% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

39th percentile

0.3%

Higher net margin than 39% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

53rd percentile

$188,277

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

38th percentile

2.4%

Faster asset growth than 38% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

65th percentile

14%

Faster revenue growth than 65% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Assets

Up

$4,989,243

Up $117,058 (+2.4%) from 2022

Net Assets

Up

$3,335,040

Up $118,068 (+3.7%) from 2022

Liabilities

Down

$1,654,203

Down $1,010 (-0.1%) from 2022

Revenue

Up

$10,538,785

Up $1,291,711 (+14%) from 2022

Expenses

Up

$10,510,886

Up $1,620,298 (+18%) from 2022

Net Income

Down

$27,899

Down $328,587 (-92%) from 2022

Historical Trend

Balance Sheet Trend

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

2023

Assets$4,989,243
Liabilities$1,654,203
Net Assets$3,335,040

Operations Trend

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

2023

Revenue$10,538,785
Expenses$10,510,886
Net Income$27,899
Jump To
Filing Snapshot
Filing Period
Oct 1, 2022 to Sep 30, 2023
Signed
Jul 15, 2024
Return Version
2022v5.0
Gross Receipts
$10,735,633
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 support and guide our community to embrace aging with confidence.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,404,493$1,508,510▲ $104,017
Land, Buildings, and Equipment, Net$1,371,753$1,347,023▼ $24,730
Savings and Temporary Cash Investments$1,005,603$951,589▼ $54,014
Pledges and Grants Receivable$418,290$499,325▲ $81,035
Accounts Receivable$394,591$353,518▼ $41,073
Prepaid Expenses and Deferred Charges$168,406$172,176▲ $3,770
Cash and Non-Interest-Bearing Accounts$32,653$73,518▲ $40,865
Total Assets$4,872,185$4,989,243▲ $117,058
Other Assets Total$76,396$83,584▲ $7,188
Liabilities
Accounts Payable and Accrued Expenses$1,186,317$1,217,418▲ $31,101
Mortgage Notes Payable Secured by Investment Property$468,896$436,785▼ $32,111
Total Liabilities$1,655,213$1,654,203▼ $1,010
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,180,164$3,308,888▲ $128,724
Net Assets With Donor Restrictions$36,808$26,152▼ $10,656
Total Net Assets Fund Balance$3,216,972$3,335,040▲ $118,068
Total Liabilities and Net Assets / Fund Balance$4,872,185$4,989,243▲ $117,058

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,204,381$175,726$1,380,107
Equipment$115,552$144,455$260,007
Other Land Buildings$27,090$24,775$51,865
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jane CattonCEOFT$186,277$2,000$188,277

Board Members and Trustees

NameTitle
Allan Murray Ramsay Md FacpPresident
Sarah Gentry TischlerVice-president
Dan McleanDirector
George BeatoDirector
Joan LenesDirector
John Davis CPA Cfp CvaDirector
John HammerDirector
Liz GamacheDirector
Lynda Ulrich DmdDirector
Patrick BrownDirector
Ruth WallmanDirector
Sarah RussellDirector
Glenn McraeDirector (start 01/2023)
Connie LeachDirector (start 04/2023)
Meagan BuckleySecretary
Leah ZeiglerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$8,524,451
Program Service Revenue
$1,841,200
Investment Income
$37,823
Other Revenue
$135,311
All Other Contributions
$1,163,384
Change in Net Assets
$27,899

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,530,950
Revenue Not Reported on Financial Statements
$7,835
Revenue Not Reported on Form 990
$90,170
Total Revenue per Audited Statements
$10,621,120
Total Revenue per Form 990
$10,538,785
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,284,710
Other Expenses$5,226,176
Total Fundraising Expense$337,482
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$4,331,663$110,496$11,179$4,453,338
Other Salaries and Wages$3,022,835$563,465$163,342$3,749,642
Other Employee Benefits$865,477$155,774$67,117$1,088,368
Payroll Taxes$187,936$44,723$12,965$245,624
Current Officers, Directors, Trustees, and Key Employees-$155,886$45,190$201,076
Office Expenses$125,769$39,940$27,352$193,061
Other Expenses$69,849$100,899$3,416$174,164
Occupancy$131,730$17,664$3,279$152,673
Depreciation Depletion$84,986--$84,986
Travel$58,759$960-$59,719
Insurance$29,437$5,584$1,334$36,355
Conferences and Meetings$28,604$2,780$2,308$33,692
Fees for Services Accounting-$20,445-$20,445
Fees for Services Lobbying-$9,908-$9,908
Fees for Service Investment Mgmnt Fees-$7,835-$7,835
Total Functional Expenses$8,937,045$1,236,359$337,482$10,510,886

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$10,510,886
Expenses per Audited Statements$10,503,051
Total Expenses per Audited Statements$10,503,051
Expenses Not Reported on Financial Statements$7,835
Expenses Not Reported on Form 990$0
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
Yes
Subject to proxy tax
No
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 35% controlled entity
No
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
875 ROOSEVELT HIGHWAY 210, COLCHESTER, VT 05446

Signing Officer

Name
Amy Ahern
Title
Director of Finance
Phone
8028650360
Signed
2024-07-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amy Ahern
Formed
1983
Legal Domicile
Vt
Voting Board Members
16
Independent Board Members
16
Employees
93
Volunteers
1,082

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 professional fees: program service expenses 4,331,663. Management and general expenses 110,496. Fundraising expenses 11,179. Total expenses 4,453,338.

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 no longer subject to examination by taxing authorities for the tax years before the year ended september 30, 2020.

Raw XML AppendixShowing 400 of 575 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/BOYAmt01186317
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt01217418
IRS990/AccountsReceivableGrp/BOYAmt0394591
IRS990/AccountsReceivableGrp/EOYAmt0353518
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO SUPPORT AND GUIDE OUR COMMUNITY TO EMBRACE AGING WITH CONFIDENCE.
IRS990/AllOtherContributionsAmt01163384
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0AMY AHERN
IRS990/BooksInCareOfDetail/PhoneNum08028650360
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0875 ROOSEVELT HIGHWAY 210
IRS990/BooksInCareOfDetail/USAddress/CityNm0COLCHESTER
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VT
IRS990/BooksInCareOfDetail/USAddress/ZIPCd005446
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt032653
IRS990/CashNonInterestBearingGrp/EOYAmt073518
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt045190
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0155886
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0201076
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/FundraisingAmt02308
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt02780
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt028604
IRS990/ConferencesMeetingsGrp/TotalAmt033692
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt08524451
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt037823
IRS990/CYOtherExpensesAmt05226176
IRS990/CYOtherRevenueAmt0135311
IRS990/CYProgramServiceRevenueAmt01841200
IRS990/CYRevenuesLessExpensesAmt027899
IRS990/CYSalariesCompEmpBnftPaidAmt05284710
IRS990/CYTotalExpensesAmt010510886
IRS990/CYTotalFundraisingExpenseAmt0337482
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt010538785
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ProgramServicesAmt084986
IRS990/DepreciationDepletionGrp/TotalAmt084986
IRS990/Desc0AGE WELL PROVIDES ADVOCACY EFFORTS ON BEHALF OF SENIORS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt036808
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt026152
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt093
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt03519917
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditPerformedInd01
IRS990/FederalGrantAuditRequiredInd01
IRS990/FederatedCampaignsAmt034368
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt020445
IRS990/FeesForServicesAccountingGrp/TotalAmt020445
IRS990/FeesForServicesLobbyingGrp/ManagementAndGeneralAmt09908
IRS990/FeesForServicesLobbyingGrp/TotalAmt09908
IRS990/FeesForServicesOtherGrp/FundraisingAmt011179
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0110496
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt04331663
IRS990/FeesForServicesOtherGrp/TotalAmt04453338
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt07835
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt07835
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
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/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt132.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt142.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt152.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1640.00
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/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
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/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt162000
IRS990/Form990PartVIISectionAGrp/PersonNm0ALLAN MURRAY RAMSAY MD FACP
IRS990/Form990PartVIISectionAGrp/PersonNm1SARAH GENTRY TISCHLER
IRS990/Form990PartVIISectionAGrp/PersonNm2LEAH ZEIGLER
IRS990/Form990PartVIISectionAGrp/PersonNm3MEAGAN BUCKLEY
IRS990/Form990PartVIISectionAGrp/PersonNm4JOHN DAVIS CPA CFP CVA
IRS990/Form990PartVIISectionAGrp/PersonNm5JOAN LENES
IRS990/Form990PartVIISectionAGrp/PersonNm6LIZ GAMACHE
IRS990/Form990PartVIISectionAGrp/PersonNm7LYNDA ULRICH DMD
IRS990/Form990PartVIISectionAGrp/PersonNm8RUTH WALLMAN
IRS990/Form990PartVIISectionAGrp/PersonNm9GEORGE BEATO
IRS990/Form990PartVIISectionAGrp/PersonNm10JOHN HAMMER
IRS990/Form990PartVIISectionAGrp/PersonNm11SARAH RUSSELL
IRS990/Form990PartVIISectionAGrp/PersonNm12PATRICK BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm13DAN MCLEAN
IRS990/Form990PartVIISectionAGrp/PersonNm14CONNIE LEACH
IRS990/Form990PartVIISectionAGrp/PersonNm15GLENN MCRAE
IRS990/Form990PartVIISectionAGrp/PersonNm16JANE CATTON
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/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16186277
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/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
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/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR (START 04/2023)
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR (START 01/2023)
IRS990/Form990PartVIISectionAGrp/TitleTxt16CEO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01983
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-1950
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GovernmentGrantsAmt07326699
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0194898
IRS990/GrossReceiptsAmt010735633
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/FundraisingAmt01334
IRS990/InsuranceGrp/ManagementAndGeneralAmt05584
IRS990/InsuranceGrp/ProgramServicesAmt029437
IRS990/InsuranceGrp/TotalAmt036355
IRS990/InvestmentIncomeGrp/ExclusionAmt039773
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt039773
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01404493
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01508510
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0344956
IRS990/LandBldgEquipBasisNetGrp/BOYAmt01371753
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01347023
IRS990/LandBldgEquipCostOrOtherBssAmt01691979
IRS990/LegalDomicileStateCd0VT
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0196848
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/MortgNotesPyblScrdInvstPropGrp/BOYAmt0468896
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0436785
IRS990/NetAssetsOrFundBalancesBOYAmt03216972
IRS990/NetAssetsOrFundBalancesEOYAmt03335040
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-1950
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1950
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt090170
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt03180164
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03308888
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt03279
IRS990/OccupancyGrp/ManagementAndGeneralAmt017664
IRS990/OccupancyGrp/ProgramServicesAmt0131730
IRS990/OccupancyGrp/TotalAmt0152673
IRS990/OfficeExpensesGrp/FundraisingAmt027352
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt039940
IRS990/OfficeExpensesGrp/ProgramServicesAmt0125769
IRS990/OfficeExpensesGrp/TotalAmt0193061
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt076396
IRS990/OtherAssetsTotalGrp/EOYAmt083584
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt067117
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0155774
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0865477
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01088368
IRS990/OtherExpensesGrp/Desc0OTHER EXPENSES
IRS990/OtherExpensesGrp/FundraisingAmt03416
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0100899
IRS990/OtherExpensesGrp/ProgramServicesAmt069849
IRS990/OtherExpensesGrp/TotalAmt0174164
IRS990/OtherRevenueMiscGrp/BusinessCd0624100
IRS990/OtherRevenueMiscGrp/BusinessCd1624100
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0ONE CARE
IRS990/OtherRevenueMiscGrp/Desc1SASH
IRS990/OtherRevenueMiscGrp/Desc2MISCELLANEOUS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0128804
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt13513
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt22994
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0128804
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt13513
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt22994
IRS990/OtherRevenueTotalAmt0135311
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0163342
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0563465
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt03022835
IRS990/OtherSalariesAndWagesGrp/TotalAmt03749642
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt012965
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt044723
IRS990/PayrollTaxesGrp/ProgramServicesAmt0187936
IRS990/PayrollTaxesGrp/TotalAmt0245624
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0418290
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0499325
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0168406
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0172176
IRS990/PrincipalOfficerNm0AMY AHERN
IRS990/PriorPeriodAdjustmentsAmt0-1
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/BusinessCd1624100
IRS990/ProgramServiceRevenueGrp/Desc0CHOICES FOR CARE
IRS990/ProgramServiceRevenueGrp/Desc1MEDICAID WAIVER
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01605520
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1235680
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01605520
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1235680
IRS990/ProgSrvcAccomActy2Grp/Desc0AGE WELL PROVIDES INFORMATION TO SENIORS AND THEIR FAMILIES ON DIFFERENT PROGRAMS THAT ENABLE INDEPENDENT LIVING.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt04987797
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0239193
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/ExpenseAmt0429331
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt07432195
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt034809
IRS990/PYOtherExpensesAmt04251663
IRS990/PYOtherRevenueAmt0175880
IRS990/PYProgramServiceRevenueAmt01604190
IRS990/PYRevenuesLessExpensesAmt0356486
IRS990/PYSalariesCompEmpBnftPaidAmt04638925
IRS990/PYTotalExpensesAmt08890588
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt09247074
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt027899
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt01737317
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01005603
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0951589
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt08524451
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt07432195
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt06149282
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt05653875
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt05045667
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt032805470
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt039773
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt032586
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt032371
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt041368
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt052239
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0198337
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt08230109
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt02994
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt02835
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt03881
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt06514
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt01507
IRS990ScheduleA/OtherIncome170Grp/TotalAmt017731
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99350
IRS990ScheduleA/PublicSupportPY170Pct00.99280
IRS990ScheduleA/PublicSupportTotal170Amt032805470
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt08524451
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt07432195
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt06149282
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt05653875
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt05045667
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt032805470

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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