Totals
- Total revenue
- $10,627,135
- Total expenses
- $10,942,860
- Contributions and grants received
- $8,296,875
- Grants paid
- $0
- Program service revenue
- $2,151,284
- Investment income
- $68,296
- Other revenue
- $110,680
- Total assets, end of year
- $4,910,754
- Total liabilities, end of year
- $1,721,126
- Net assets or fund balances, end of year
- $3,189,628
- Program services expenses (Part IX)
- $9,076,000
- Management and general expenses
- $1,437,988
- Fundraising expenses
- $428,872
- Program service expenses (Part III)
- $9,076,000
Program services were 82.9% 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.
-
1a · Federated campaigns
$30,180
-
1e · Government grants (contributions)
$7,164,221
-
1f · All other contributions, gifts and grants
$1,102,474
-
2a · Program service revenue: CHOICES FOR CARE
total $1,881,513 · related or exempt $1,881,513
-
2b · Program service revenue: MEDICAID WAIVER
total $269,771 · related or exempt $269,771
-
3 · Investment income
total $65,721 · excluded $65,721
-
7a · Gross sales of assets other than inventory
securities $467,278
-
7b · Less cost or other basis and sales expenses
securities $464,703
-
7c · Gain or loss
securities $2,575
-
7d · Net gain or loss
total $2,575 · excluded $2,575
-
11a · Other revenue: ONE CARE
total $105,883 · related or exempt $105,883
-
11b · Other revenue: MISCELLANEOUS
total $4,779 · related or exempt $4,779
-
11c · Other revenue: SASH
total $18 · related or exempt $18
-
11e · Other revenue, total
$110,680
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $203,066 · management and general $160,653 · fundraising $42,413
-
7 · Other salaries and wages
total $4,020,949 · program services $3,184,094 · management and general $662,065 · fundraising $174,790
-
9 · Other employee benefits
total $1,281,279 · program services $1,009,651 · management and general $195,625 · fundraising $76,003
-
10 · Payroll taxes
total $259,650 · program services $210,011 · management and general $39,271 · fundraising $10,368
-
11c · Fees: accounting
total $27,039 · management and general $27,039
-
11d · Fees: lobbying
total $9,908 · management and general $9,908
-
11f · Fees: investment management
total $6,767 · management and general $6,767
-
11g · Fees: other
total $4,241,805 · program services $4,027,836 · management and general $154,801 · fundraising $59,168
-
13 · Office expenses
total $249,442 · program services $180,545 · management and general $36,920 · fundraising $31,977
-
16 · Occupancy
total $180,214 · program services $147,506 · management and general $19,830 · fundraising $12,878
-
17 · Travel
total $69,943 · program services $67,634 · management and general $1,997 · fundraising $312
-
19 · Conferences, conventions and meetings
total $47,890 · program services $44,485 · management and general $2,919 · fundraising $486
-
22 · Depreciation, depletion and amortization
total $90,075 · program services $90,075
-
23 · Insurance
total $39,537 · program services $31,824 · management and general $5,736 · fundraising $1,977
-
24a · Other expenses: OTHER EXPENSES
total $215,296 · program services $82,339 · management and general $114,457 · fundraising $18,500
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $73,518 · end of year $42,663
-
2 · Savings and temporary cash investments
beginning of year $951,589 · end of year $435,637
-
3 · Pledges and grants receivable
beginning of year $499,325 · end of year $549,964
-
4 · Accounts receivable
beginning of year $353,518 · end of year $541,740
-
9 · Prepaid expenses and deferred charges
beginning of year $172,176 · end of year $229,006
-
10a · Land, buildings and equipment: cost or other basis
$1,740,957
-
10b · Land, buildings and equipment: accumulated depreciation
$435,031
-
10c · Land, buildings and equipment, net
beginning of year $1,347,023 · end of year $1,305,926
-
11 · Investments: publicly traded securities
beginning of year $1,508,510 · end of year $1,707,741
-
15 · Other assets
beginning of year $83,584 · end of year $98,077
-
17 · Accounts payable and accrued expenses
beginning of year $1,217,418 · end of year $1,318,787
-
23 · Secured mortgages and notes payable
beginning of year $436,785 · end of year $402,339
-
27 · Net assets without donor restrictions
beginning of year $3,308,888 · end of year $3,174,127
-
28 · Net assets with donor restrictions
beginning of year $26,152 · end of year $15,501
Mission and programs · 2023
Mission
TO PROVIDE THE SUPPORT AND GUIDANCE THAT INSPIRES OUR COMMUNITY TO EMBRACE AGING WITH CONFIDENCE.
Activities or mission (Part I)
TO SUPPORT AND GUIDE OUR COMMUNITY TO EMBRACE AGING WITH CONFIDENCE.
-
AGE WELL PROVIDES ADVOCACY EFFORTS ON BEHALF OF SENIORS.
Expenses $4,066,254 · Revenue $1,992,175
-
AGE WELL PROVIDES INFORMATION TO SENIORS AND THEIR FAMILIES ON DIFFERENT PROGRAMS THAT ENABLE INDEPENDENT LIVING.
Expenses $4,620,981 · Revenue $269,789
-
AGE 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.
Expenses $388,765
As filed on the 2023 return.
Listed in Part VII
-
ALLAN MURRAY RAMSAY MD FACP
PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
SARAH GENTRY TISCHLER
VICE-PRESIDENT
- Total calculated
- $0
- Hours/week
- 2
-
LEAH ZEIGLER
TREASURER
- Total calculated
- $0
- Hours/week
- 2
-
MEAGAN BUCKLEY
SECRETARY
- Total calculated
- $0
- Hours/week
- 2
-
JOHN DAVIS CPA CFP CVA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
JOAN LENES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
LIZ GAMACHE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
LYNDA ULRICH DMD
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
RUTH WALLMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
GEORGE BEATO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
JOHN HAMMER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
SARAH RUSSELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
PATRICK BROWN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
DAN MCLEAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
GLENN MCRAE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
JANE CATTON
CEO
- Total calculated
- $195,388
- From this org
- $193,888
- From related orgs
- $0
- Other
- $1,500
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $193,888
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $1,500
- Filer's total
- $195,388
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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 27 July 2025
- IRS schema version
- 2023v6.0
- Source object
- 202502119349300310
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.