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Nonprofiteer
← AGE WELL AT HOME

Form 990 for tax year 2023

Filed by AGE WELL AT HOME.

Totals

Total revenue
$509,351
Total expenses
$421,725
Contributions and grants received
$508,797
Grants paid
$7,200
Program service revenue
$0
Investment income
$554
Other revenue
$0
Total assets, end of year
$310,444
Total liabilities, end of year
$24,239
Net assets or fund balances, end of year
$286,205
Program services expenses (Part IX)
$335,264
Management and general expenses
$48,737
Fundraising expenses
$37,724
Program service expenses (Part III)
$335,264

Program services were 79.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $13,800

  • 1f · All other contributions, gifts and grants

    $494,997

  • 3 · Investment income

    total $554 · excluded $554

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $7,200 · program services $7,200

  • 5 · Compensation of officers, directors and key employees

    total $117,216 · program services $57,773 · management and general $34,675 · fundraising $24,768

  • 7 · Other salaries and wages

    total $115,000 · program services $115,000

  • 9 · Other employee benefits

    total $32,352 · program services $32,352

  • 10 · Payroll taxes

    total $16,800 · program services $12,375 · management and general $2,581 · fundraising $1,844

  • 11b · Fees: legal

    total $1,851 · management and general $1,851

  • 11c · Fees: accounting

    total $5,708 · management and general $5,708

  • 11e · Fees: professional fundraising services

    total $6,210 · fundraising $6,210

  • 11g · Fees: other

    total $4,760 · program services $4,760

  • 12 · Advertising and promotion

    total $3,529 · fundraising $3,529

  • 13 · Office expenses

    total $294 · program services $235 · management and general $34 · fundraising $25

  • 16 · Occupancy

    total $3,814 · program services $3,051 · management and general $445 · fundraising $318

  • 17 · Travel

    total $5,739 · program services $3,739 · management and general $2,000

  • 22 · Depreciation, depletion and amortization

    total $2,900 · program services $2,900

  • 23 · Insurance

    total $14,552 · program services $12,099 · management and general $1,431 · fundraising $1,022

  • 24a · Other expenses: HOME RENOVATION PROJECT

    total $76,285 · program services $76,285

  • 24b · Other expenses: SUBSCRIPTIONS

    total $6,567 · program services $6,567

  • 24c · Other expenses: WORKSHOPS AND TRAINING

    total $847 · program services $847

  • 24d · Other expenses: BANK FEES AND SERVICE C

    total $101 · program services $81 · management and general $12 · fundraising $8

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $100,927 · end of year $286,672

  • 3 · Pledges and grants receivable

    beginning of year $87,798

  • 9 · Prepaid expenses and deferred charges

    beginning of year $13,494 · end of year $12,897

  • 10a · Land, buildings and equipment: cost or other basis

    $14,500

  • 10b · Land, buildings and equipment: accumulated depreciation

    $3,625

  • 10c · Land, buildings and equipment, net

    beginning of year $13,775 · end of year $10,875

  • 17 · Accounts payable and accrued expenses

    beginning of year $17,415 · end of year $24,239

  • 27 · Net assets without donor restrictions

    beginning of year $198,579 · end of year $286,205

Mission and programs · 2023

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.

  • IN 2023, WE SERVED 37 OLDER HOMEOWNERS WITH HOME MODIFICATIONS AND SAFETY RENOVATIONS. WE BECAME A TAX-EXEMPT 501(C)(3) ORGANIZATION IN SEPTEMBER, 2022. THIS IS THE ONLY ACTIVITY WE PERFORM AS AN ORGANIZATION.

    Expenses $335,264 · Grants $7,200

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Shoree Ingram

    PRESIDENT

    Total calculated
    $0
    Hours/week
    1

  • Erin Jordan

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • David Hill

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • Manka Nkimbeng

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • Pat Lund

    EXECUTIVE DIRECTOR

    Total calculated
    $111,242
    From this org
    $84,026
    From related orgs
    $0
    Other
    $27,216
    Hours/week
    40

  • Peggy Moore

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2023
Filed
21 February 2024
IRS schema version
2023v4.0
Source object
202430579349301028

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