Age Well Senior Services Inc
- Assets
- $12.3m
- Revenue
- $8.4m
- Investments
- $8.9m
- Employees
- 90
- Location
- Lake Forest, CA
- Founding
- 10/1999
- Data as of
- 06/2022
- EIN
- 93-1163563
Organization Overview
Age Well Senior Services Inc is located in Lake Forest, CA. The organization was established in 1999. According to its NTEE Classification (Z99) the organization is classified as: Unknown, under the broad grouping of Unknown and related organizations. As of 06/2022, Age Well Senior Services Inc employed 90 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Age Well Senior Services Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, Age Well Senior Services Inc generated $8.4m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 1.3% each year. All expenses for the organization totaled $7.4m during the year ending 06/2022. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
TO PROMOTE, ADVOCATE & IMPROVE THE QUALITY OF LIFE, DIGNITY & INDEPENDENCE OF THE ELDERLY.
Describe the Organization's Program Activity:
Part 3 - Line 4a
TITLE III CONGREGATE MEALS/HOME-DELIVERED MEALS: SERVED 464,282 HOME-DELIVERED MEALS TO 882 SENIORS/ELDERLY AND 53,609 CONGREGATE MEALS TO 881 SENIORS AT 10 DIFFERENT LOCATIONS THROUGHOUT SOUTH ORANGE COUNTY (CONGREGATE SITES SHUT DOWN ALL FISCAL YEAR DUE TO COVID).
TRANSPORTATION SERVICES: PROVIDED TRANSPORTATION TO 36,508 MEDICAL APPOINTMENTS, ADULT DAY SERVICES, AND SENIOR CENTERS TO 508 CLIENTS.
CASE MANAGEMENT: PROVIDED 2,281 HOURS OF CASE MANAGEMENT AND 2,145 HOURS OF IN-HOME SUPPORTIVE SERVICES TO 369 ELDERLY THROUGH THE CASE MANAGEMENT PROGRAM.
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PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Steve Moyer CEO | Officer | 40 | $259,599 |
Jaci Svensson VP Of Operations | Officer | 40 | $101,135 |
Brent Lauer Vice President | OfficerTrustee | 1 | $0 |
Ray Chicoine Secretary | OfficerTrustee | 1 | $0 |
Ted Sanders Treasurer | OfficerTrustee | 1 | $0 |
Marlene Bridges President | OfficerTrustee | 1 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
American Logistics Transportation | 6/29/19 | $616,974 |
The Ozurovich Group Inc Cfo Services | 6/29/19 | $142,000 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $5,500,386 |
| All other contributions, gifts, grants, and similar amounts not included above | $2,331,774 |
| Noncash contributions included in lines 1a–1f | $416,277 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $7,832,160 |
| Total Program Service Revenue | $29,783 |
| Investment income | $296,409 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $8,900 |
| Net Gain/Loss on Asset Sales | $72,859 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $8,383,107 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $392,990 |
| Compensation of current officers, directors, key employees. | $444 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $2,171,161 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $193,031 |
| Payroll taxes | $286,914 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $113,351 |
| Fees for services: Accounting | $34,520 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $86,835 |
| Fees for services: Other | $516,714 |
| Advertising and promotion | $19,048 |
| Office expenses | $11,310 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $80,684 |
| Travel | $4,343 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $3,287 |
| Interest | $76,904 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $66,084 |
| Insurance | $139,963 |
| All other expenses | $106,508 |
| Total functional expenses | $7,415,160 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $770,045 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $1,060,908 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $93,925 |
| Net Land, buildings, and equipment | $1,433,440 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $8,884,625 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $10,596 |
| Total assets | $12,253,539 |
| Accounts payable and accrued expenses | $612,705 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $1,918,803 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $2,531,508 |
| Net assets without donor restrictions | $8,214,002 |
| Net assets with donor restrictions | $1,508,029 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $12,253,539 |
Grants Recieved
Over the last fiscal year, we have identified 18 grants that Age Well Senior Services Inc has recieved totaling $409,704.
| Awarding Organization | Amount |
|---|---|
The Foundation Of Laguna Woods Village Laguna Hills, CA PURPOSE: MEALS ON WHEELS | $82,644 |
Hoag Memorial Hospital Presbyterian Newport Beach, CA | | $75,000 |
Kaiser Foundation Hospitals Oakland, CA PURPOSE: Meals On Wheels For South Orange County Seniors | $50,000 |
H & H Lee Charitable Foundation Newport Beach, CA PURPOSE: PROGRAMS/MEALS FOR SENIORS | $40,000 |
Kramer Fam Foundation Detroit, MI PURPOSE: UNRESTRICTED GRANT | $33,750 |
O L Halsell Foundation Costa Mesa, CA PURPOSE: OPERATING FUNDS | $30,000 |
Endowment Analysis
| Beg. Balance | $816,673 |
| Earnings | -$78,689 |
| Ending Balance | $737,984 |
Peer Organizations
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|---|---|---|
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Taco Bell Foundation Inc Irvine, CA | $32,895,109 | $23,910,509 |
Albina Head Start Inc Portland, OR | $22,611,624 | $19,457,720 |
Orbis Cascade Alliance Portland, OR | $8,013,554 | $17,694,791 |
Albert Einstein Academies San Diego, CA | $21,189,771 | $17,379,077 |
Prospect Sierra School El Cerrito, CA | $31,201,283 | $16,565,547 |
Options Counseling Services Of Oregon Eugene, OR | $12,586,092 | $15,957,358 |
Transitions - Mental Health Association San Luis Obispo, CA | $15,943,493 | $14,891,475 |
International Myeloma Foundation Studio City, CA | $20,383,236 | $17,434,390 |
Open Networking Foundation Palo Alto, CA | $9,261,912 | $16,468,416 |
Sonoma Valley Community Health Center Sonoma, CA | $15,645,180 | $13,937,473 |
After-School All-Stars Los Angeles, CA | $10,011,535 | $13,148,528 |