Civic Intelligence

Age Well Senior Services Inc

EIN 93-1163563 • 501(c)3 • Lake Forest, CA

View Organization Page

Profile

The purpose of the organization is to be a service provider, a community resource, a consumer advocate, and a promoter of the general welfare of senior citizens in south orange county, california. The organization's mission is to promote, adovocate & improve the quality of life, dignity & independence of the elderly.

23101 Lake Center Drive Suite 325Lake Forest, CA 92630

myagewell.org

Siviq Scores

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

Liabilities / Assets

47th percentile

0.15x

Higher debt load relative to assets than 47% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

55th percentile

0.27x

Higher debt load relative to revenue than 55% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

17th percentile

-10%

Higher net margin than 17% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

61st percentile

$220,971

Higher top officer pay than 61% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Asset Growth

17th percentile

-5.4%

Faster asset growth than 17% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

5th percentile

-49%

Faster revenue growth than 5% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets47th percentile

Assets

Down

$15,937,615

Down $917,936 (-5.4%) from 2024

Liabilities

Down

$2,342,401

Down $680,821 (-23%) from 2024

Net Assets

Down

$13,595,214

Down $237,115 (-1.7%) from 2024

Operations
Liabilities / Revenue55th percentileNet Margin17th percentile

Revenue

Down

$8,581,461

Down $8,086,786 (-49%) from 2024

Expenses

Up

$9,478,846

Up $976,193 (+11%) from 2024

Net Income

Down

-$897,385

Down $9,062,979 (-111%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth17th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $4,242,449Liabilities 2011: $1,772,010Net Assets 2011: $2,470,4392011Assets 2012: $3,476,398Liabilities 2012: $1,629,055Net Assets 2012: $1,847,3432012Assets 2013: $3,315,188Liabilities 2013: $1,534,494Net Assets 2013: $1,780,6942013Assets 2014: $3,560,301Liabilities 2014: $1,430,733Net Assets 2014: $2,129,5682014Assets 2015: $4,463,062Liabilities 2015: $1,853,887Net Assets 2015: $2,609,1752015Assets 2016: $3,748,374Liabilities 2016: $1,041,866Net Assets 2016: $2,706,5082016Assets 2017: $3,403,432Liabilities 2017: $1,546,134Net Assets 2017: $1,857,2982017Assets 2018: $3,901,774Liabilities 2018: $1,386,124Net Assets 2018: $2,515,6502018Assets 2019: $3,204,703Liabilities 2019: $2,108,917Net Assets 2019: $1,095,7862019Assets 2020: $4,482,199Liabilities 2020: $3,206,448Net Assets 2020: $1,275,7512020Assets 2021: $12,648,554Liabilities 2021: $2,482,899Net Assets 2021: $10,165,6552021Assets 2022: $12,253,539Liabilities 2022: $2,531,508Net Assets 2022: $9,722,0312022Assets 2023: $8,031,678Liabilities 2023: $2,667,549Net Assets 2023: $5,364,1292023Assets 2024: $16,855,551Liabilities 2024: $3,023,222Net Assets 2024: $13,832,3292024Assets 2025: $15,937,615Liabilities 2025: $2,342,401Net Assets 2025: $13,595,2142025

Highlighted filing

2025

Assets$15,937,615
Liabilities$2,342,401
Net Assets$13,595,214
Open 2025 Filing

Operations Trend

Revenue Growth5th percentile

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

$30M$20M$10M$0-$10MRevenue 2011: $7,120,005Expenses 2011: $7,354,006Net Income 2011: -$234,0012011Revenue 2012: $7,038,197Expenses 2012: $7,625,685Net Income 2012: -$587,4882012Expenses 2013: $6,902,5542013Revenue 2014: $8,106,315Expenses 2014: $7,861,463Net Income 2014: $244,8522014Revenue 2015: $8,854,535Expenses 2015: $8,337,682Net Income 2015: $516,8532015Revenue 2016: $7,674,190Expenses 2016: $7,582,750Net Income 2016: $91,4402016Revenue 2017: $5,779,694Expenses 2017: $6,715,719Net Income 2017: -$936,0252017Revenue 2018: $7,695,018Expenses 2018: $7,055,439Net Income 2018: $639,5792018Revenue 2019: $5,546,932Expenses 2019: $6,945,319Net Income 2019: -$1,398,3872019Revenue 2020: $6,944,154Expenses 2020: $6,748,265Net Income 2020: $195,8892020Revenue 2021: $25,825,465Expenses 2021: $17,076,491Net Income 2021: $8,748,9742021Revenue 2022: $8,383,107Expenses 2022: $7,415,160Net Income 2022: $967,9472022Revenue 2023: $8,353,151Expenses 2023: $13,110,713Net Income 2023: -$4,757,5622023Revenue 2024: $16,668,247Expenses 2024: $8,502,653Net Income 2024: $8,165,5942024Revenue 2025: $8,581,461Expenses 2025: $9,478,846Net Income 2025: -$897,3852025

Highlighted filing

2025

Revenue$8,581,461
Expenses$9,478,846
Net Income-$897,385
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$15,937,615
Liabilities
$2,342,401
Net assets
$13,595,214
Revenue
$8,581,461
Expenses
$9,478,846
Net income
-$897,385
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$15.9$2.34$13.6$8.58$9.48$0.90
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.9$3.02$13.8$16.7$8.50$8.17
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.03$2.67$5.36$8.35$13.1$4.76
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.3$2.53$9.72$8.38$7.42$0.97
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.6$2.48$10.2$25.8$17.1$8.75
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.48$3.21$1.28$6.94$6.75$0.20
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.20$2.11$1.10$5.55$6.95$1.40
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.90$1.39$2.52$7.70$7.06$0.64
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.40$1.55$1.86$5.78$6.72$0.94
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.75$1.04$2.71$7.67$7.58$0.09
2015Detailed filing. Detailed filing data is available for this year.$4.46$1.85$2.61$8.85$8.34$0.52
2014Detailed filing. Detailed filing data is available for this year.$3.56$1.43$2.13$8.11$7.86$0.24
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.32$1.53$1.78$6.90
2012Summary only. Only limited summary data is available for this year.$3.48$1.63$1.85$7.04$7.63$0.59
2011Summary only. Only limited summary data is available for this year.$4.24$1.77$2.47$7.12$7.35$0.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
May 15, 2026
Return Version
2024v5.2
Gross Receipts
$14,572,073
Mission and Program Overview

Mission

The purpose of the organization is to be a service provider, a community resource, a consumer advocate, and a promoter of the general welfare of senior citizens in south orange county, california. The organization's mission is to promote, adovocate & improve the quality of life, dignity & independence of the elderly.

To promote, advocate & improve the quality of life, dignity & independence of the elderly.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$4,540,044$11,321,040▲ $6,780,996
Pledges and Grants Receivable$7,296,575$0▼ $7,296,575
Land, Buildings, and Equipment, Net$2,561,095$2,672,323▲ $111,228
Accounts Receivable$1,291,063$981,474▼ $309,589
Cash and Non-Interest-Bearing Accounts$804,340$925,637▲ $121,297
Prepaid Expenses and Deferred Charges$225,954$2,739▼ $223,215
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$16,855,551$15,937,615▼ $917,936
Other Assets Total$136,480$34,402▼ $102,078
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,351,576$1,769,849▼ $581,727
Accounts Payable and Accrued Expenses$671,646$525,883▼ $145,763
Other Liabilities$0$46,669▲ $46,669
Grants Payable$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$3,023,222$2,342,401▼ $680,821
Net Assets / Fund Balance
Net Assets With Donor Restrictions$8,889,415$9,120,698▲ $231,283
Net Assets Without Donor Restrictions$4,942,914$4,474,516▼ $468,398
Total Net Assets Fund Balance$13,832,329$13,595,214▼ $237,115
Total Liabilities and Net Assets / Fund Balance$16,855,551$15,937,615▼ $917,936

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,705,723$513,566$2,219,289
Buildings$721,204$1,072,885$1,794,089
Land$245,396-$245,396
Other Securities$783,763--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$788,500-▼ $4,737-$783,763
2023$789,075-▼ $575-$788,500
2022$737,984-▲ $51,091-$789,075
2021$816,673-▼ $78,689-$737,984
2020$631,297$100,000▲ $85,376-$816,673
Compensation and Service Providers
Top Officer Pay61st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Steve Moyerchief executive officerFT$206,347$14,624$220,971
Jaci SvenssonVice President OF OPERATIONSFT$128,654$769$129,423

Board Members and Trustees

NameTitle
Marlene BridgesImmediate Past President
Brent LauerPresident
Joseph McknightVice President
Bob StegnerBoard Member
Ray ChicoineSecretary
Ted SandersTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Matthew OzurovichOutsourced CFO30221 Avenida de las Banderas Suite, Rancho Santa Margarita, CA 92688$144,000
Revenue and Support

Revenue Composition

Contributions and Grants
$7,870,434
Program Service Revenue
$0
Investment Income
$282,171
Other Revenue
$428,856
All Other Contributions
$1,996,753
Change in Net Assets
$-897,385

Audited Revenue Reconciliation

Revenue per Audited Statements
$8,506,251
Revenue Not Reported on Financial Statements
$75,210
Revenue Not Reported on Form 990
$660,270
Total Revenue per Audited Statements
$9,166,521
Total Revenue per Form 990
$8,581,461
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,544,884
Salaries, Compensation, and Employee Benefits$3,933,962
Total Fundraising Expense$95,248
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,857,877$14,362$44,756$2,916,995
Fees for Services Other$401,779$86,850$19,920$508,549
Current Officers, Directors, Trustees, and Key Employees$298,658$50,546$18,593$367,797
Other Employee Benefits$278,248$53,036$4,181$335,465
Payroll Taxes$243,682$46,447$3,662$293,791
Depreciation Depletion$277,554$10,641-$288,195
Other Expenses$286,303$544$1,989$286,303
Insurance$138,580$53,301-$191,881
Occupancy$69,503$68,071-$137,574
Interest-$80,069-$80,069
Fees for Service Investment Mgmnt Fees-$75,210-$75,210
Office Expenses$54,425$17,049-$71,474
Fees for Services Accounting$35,880$7,280-$43,160
Fees for Services Legal-$29,892-$29,892
Pension Plan Contributions$16,529$3,148$237$19,914
All Other Expenses$1,133$8,505-$9,638
Advertising-$7,500$1,910$9,410
Travel$6,111$1,599-$7,710
Total Functional Expenses$8,528,619$854,979$95,248$9,478,846

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$9,478,846
Expenses per Audited Statements$9,403,636
Total Expenses per Audited Statements$9,403,636
Expenses Not Reported on Financial Statements$75,210
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

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

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Liability$46,669
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
Yes
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:

“Form 990 is reviewed by the ceo and audit committee before being filed.”

FORM 990, PART VI, SECTION B, LINE 12C:

“Board members and key employees are required to submit the acknowledgement of understanding and acceptance of the policy by signing a report of material facts and personal interests. These reports are reviewed by the board to resolve any actual or potential conflict. Joseph mcknight, a board member of age well senior services, inc presents a conflict of interest as he also sits in the board of vince ferragamo family solutions.”

FORM 990, PART VI, SECTION B, LINE 15:

“The ceo's salary is determined by the executive committee. The salaries of other key employees are determined by the ceo.”

FORM 990, PART VI, SECTION C, LINE 19:

“The organization's governing documents, conflict of interest policy and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Age Well Senior Services Inc
EIN
93-1163563
In Care Of
% MATTHEW OZUROVICH
Phone
9498558033
Address
23101 Lake Center Drive Suite 325, Lake Forest, CA 92630

Signing Officer

Name
Steve Moyer
Title
CEO
Phone
9498558033
Signed
2026-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve Moyer
Formed
1995
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
116
Volunteers
750

Preparer

Firm
Withumsmithbrownpc
Address
200 SPECTRUM CENTER DRIVE STE 1700, IRVINE, CA 92618
Preparer
Tamara Sugihara
Phone
9492612808
Supplemental Narrative

Additional Explanations

FORM 990, PART III, PG. 2, LINE 4D:

“Senior centers: operate two senior centers and contracts with other senior sites for nutritional and social services, educational classes through emeritus and adult education, preventative health screening, elder care, case manager nurse, legal and tax assistance, insurance counseling, senior support groups, medicare counselors and monthly surplus commodity distributions. Emphasis is on wellness and maintaining independence for the elderly. Expenses: $488,999. Including grants of $0. Revenue $0”

FORM 990, PART XII, LINE 2C:

“The audit committee's oversight and selection process has not changed from prior year.”

Financial Statement Notes

FORM 990, SCHEDULE D, PART X, LINE 2:

“The Organization is exempt from federal and state income taxes under the provisions of Section 501(c)(3) of the Internal Revenue Code and corresponding provisions of the California Revenue and Taxation Statute. However, the Organization is subject to income taxes on any net income that is derived from a trade or business, regularly carried on, and not in furtherance of the purposes for which it was granted exemption. As a matter of course, various taxing authorities, including the Internal Revenue Service, have the authority to regularly audit the Organization. There were no tax years open to examination by major tax jurisdictions as of June 30, 2025. Management believes that the Organization's tax positions comply with applicable tax law and has adequately provided for these matters. Further, there are no income tax related penalties and interest included in these financial statements. The Organization has adopted the provisions of Accounting Standards Codification ("ASC") 740-10-05 relating to accounting and reporting for uncertainty in income taxes. For the Organization, these provisions could be applicable to the incurrence of any unrelated business income attributable to the Organization.”

FORM 900, PART V, LINE 4:

“The purpose of this endowment fund is to operate and maintain the florence sylvester memorial senior center. Currently the florence sylvester memorial senior center is fully operational and requires funding only for day-to-day upkeep and staffing. Taking all of the aforementioned factors into account, the organization believes that the $783,763 balance in the endowment fund at june 30, 2025 is sufficient funding to subsidize the florence sylvester memorial senior center for the foreseeable future.”

Raw XML AppendixShowing 400 of 608 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
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IRS990/Form990PartVIISectionAGrp/PersonNm5JOSEPH MCKNIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm6Marlene Bridges
IRS990/Form990PartVIISectionAGrp/PersonNm7Bob Stegner
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IRS990/MissionDesc0THE PURPOSE OF THE ORGANIZATION IS TO BE A SERVICE PROVIDER, A COMMUNITY RESOURCE, A CONSUMER ADVOCATE, AND A PROMOTER OF THE GENERAL WELFARE OF SENIOR CITIZENS IN SOUTH ORANGE COUNTY, CALIFORNIA. THE ORGANIZATION'S MISSION IS TO PROMOTE, ADVOCATE & IMPROVE THE QUALITY OF LIFE, DIGNITY & INDEPENDENCE OF THE ELDERLY.
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IRS990/PrincipalOfficerNm0Steve Moyer
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IRS990/ProgSrvcAccomActy2Grp/Desc0TRANSPORTATION SERVICES: Provided transportation to 18,700 medical appointments and 4,913 to congregate meal locations to 1,334 and 88 clients, respectively.
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IRS990/ProgSrvcAccomActy3Grp/Desc0Case Management: Provided 1,060 hours of case management and 564 hours of In-Home Supportive Services to 208 elderly through the Case Management Program.
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