Civic Intelligence

Age Well at Home

EIN 88-2722663 • 501(c)3 • Minneapolis, MN

Profile

At age well at home, our mission is to honor, support and advocate for stable and equitable homeownership by modifying the homes of older neighbors to create a safe and healthy environment. We envision a diverse and equitable community where older neighbors are valued and supported to live in their homes for as long as they desire.

1400 Van Buren Street 200Minneapolis, MN 55413

www.agewellathome.com

Siviq Scores

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

Liabilities / Assets

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

64th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

8th percentile

-139%

Higher net margin than 8% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

100th percentile

$126,275

Higher top officer pay than 100% of similar nonprofits.

Top officer pay equals 76.4% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

39th percentile

-9.8%

Faster asset growth than 39% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2025

Revenue Growth

35th percentile

-16%

Faster revenue growth than 35% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2025

Assets

Down

$158,746

Down $236,777 (-60%) from 2024

Liabilities

Down

$470

Down $7,493 (-94%) from 2024

Net Assets

Down

$158,276

Down $229,284 (-59%) from 2024

Revenue

Down

$165,257

Down $573,116 (-78%) from 2024

Expenses

Down

$394,541

Down $242,477 (-38%) from 2024

Net Income

Down

-$229,284

Down $330,639 (-326%) from 2024

Trend Graphs

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2022: $215,994Liabilities 2022: $17,415Net Assets 2022: $198,5792022Assets 2023: $310,444Liabilities 2023: $24,239Net Assets 2023: $286,2052023Assets 2024: $395,523Liabilities 2024: $7,963Net Assets 2024: $387,5602024Assets 2025: $158,746Liabilities 2025: $470Net Assets 2025: $158,2762025

Highlighted filing

2025

Assets$158,746
Liabilities$470
Net Assets$158,276

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2022: $277,691Expenses 2022: $79,112Net Income 2022: $198,5792022Revenue 2023: $509,351Expenses 2023: $421,725Net Income 2023: $87,6262023Revenue 2024: $738,373Expenses 2024: $637,018Net Income 2024: $101,3552024Revenue 2025: $165,257Expenses 2025: $394,541Net Income 2025: -$229,2842025

Highlighted filing

2025

Revenue$165,257
Expenses$394,541
Net Income-$229,284

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Feb 13, 2026
Return Version
2025v4.0
Gross Receipts
$165,257
Mission and Program Overview

Mission

At age well at home, our mission is to honor, support and advocate for stable and equitable homeownership by modifying the homes of older neighbors to create a safe and healthy environment. We envision a diverse and equitable community where older neighbors are valued and supported to live in their homes for as long as they desire.

Program Services

DescriptionGrantsExpenses
IN 2025, WE SERVED 24 OLDER HOMEOWNERS WITH HOME MODIFICATIONS AND SAFETY RENOVATIONS. THIS IS THE ONLY ACTIVITY WE PERFORM AS AN ORGANIZATION.$81,531$303,912
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAT LUNDExecutive DirectorFT$105,677$20,598$126,275
SHOREE INGRAMBoard Chair-$0--
DAVID HILLTreasurer-$0--
ERIN JORDANSecretary-$0--
MANKA NKIMBENGBoard Member-$0--
PEGGY MOOREBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Age Well at Home
EIN
88-2722663
Phone
6126998067
Address
1400 VAN BUREN STREET 200, MINNEAPOLIS, MN 55413

Signing Officer

Name
Pat Lund
Title
Executive Direcotr
Phone
6126998067
Signed
2026-02-13
Discuss with paid preparer
Yes

Preparer

Firm
Akins Henke and Company
Address
600 INWOOD AVENUE NORTH SUITE 140, OAKDALE, MN 55128
Preparer
Chris J Henke
Phone
6516363806
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

Description: interest . Amount: 4,351. Description: gain on sale of vehicle. Amount: 200. Total to form 990-ez, line 8: 4,551.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: . Grantee name: 24 individuals. Property description: home modifications and safety renovations. Amount given: 81,531.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: insurance. Amount: 16,480. Description: advertising and marketing. Amount: 4,363. Description: travel. Amount: 3,228. Description: workshops and training. Amount: 605. Description: office expense. Amount: 164. Description: technology. Amount: 4,156. Description: depreciation. Amount: 2,173. Total to form 990-ez, line 16: 31,169.

Form 990-ez, Part II, Line 24 - Other Assets

Description: prepaid expenses. Beg. Of year amount: 11,799. End of year amount: 4,894. Description: other depreciable assets. Beg. Of year amount: 7,975. End of year amount: 0.

Form 990-ez, Part II, Line 26 - Other Liabilities

Description: accounts payable. Beg. Of year amount: 7,963. End of year amount: 470.

Raw XML Appendix185 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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IRS990EZ/PrimaryExemptPurposeTxt0AT AGE WELL AT HOME, OUR MISSION IS TO HONOR, SUPPORT AND ADVOCATE FOR STABLE AND EQUITABLE HOMEOWNERSHIP BY MODIFYING THE HOMES OF OLDER NEIGHBORS TO CREATE A SAFE AND HEALTHY ENVIRONMENT. WE ENVISION A DIVERSE AND EQUITABLE COMMUNITY WHERE OLDER NEIGHBORS ARE VALUED AND SUPPORTED TO LIVE IN THEIR HOMES FOR AS LONG AS THEY DESIRE.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST . AMOUNT: 4,351. DESCRIPTION: GAIN ON SALE OF VEHICLE. AMOUNT: 200. TOTAL TO FORM 990-EZ, LINE 8: 4,551.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: 24 INDIVIDUALS. PROPERTY DESCRIPTION: HOME MODIFICATIONS AND SAFETY RENOVATIONS. AMOUNT GIVEN: 81,531.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: INSURANCE. AMOUNT: 16,480. DESCRIPTION: ADVERTISING AND MARKETING. AMOUNT: 4,363. DESCRIPTION: TRAVEL. AMOUNT: 3,228. DESCRIPTION: WORKSHOPS AND TRAINING. AMOUNT: 605. DESCRIPTION: OFFICE EXPENSE. AMOUNT: 164. DESCRIPTION: TECHNOLOGY. AMOUNT: 4,156. DESCRIPTION: DEPRECIATION. AMOUNT: 2,173. TOTAL TO FORM 990-EZ, LINE 16: 31,169.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: PREPAID EXPENSES. BEG. OF YEAR AMOUNT: 11,799. END OF YEAR AMOUNT: 4,894. DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 7,975. END OF YEAR AMOUNT: 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION: ACCOUNTS PAYABLE. BEG. OF YEAR AMOUNT: 7,963. END OF YEAR AMOUNT: 470.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECOTR
ReturnHeader/BusinessOfficerGrp/PhoneNum06126998067
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AGE WELL AT HOME
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ReturnHeader/Filer/EIN0882722663
ReturnHeader/Filer/PhoneNum06126998067
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0AKINS HENKE AND COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 INWOOD AVENUE NORTH SUITE 140
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OAKDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
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ReturnHeader/PreparerPersonGrp/PhoneNum06516363806
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRIS J HENKE
ReturnHeader/ReturnTs02026-02-16T09:53:03-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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