2024-07-15T09:12:02-05:00 2023-09-30 030327374 MCSOLEY MCCOY & CO 118 TILLEY DRIVE STE 202 SOUTH BURLINGTON VT 05403 990 2022-10-01 222474636 AGE WELL INC AGEW 8028650360 875 ROOSEVELT HIGHWAY 210 COLCHESTER VT 05446 AMY AHERN DIRECTOR OF FINANCE 8028650360 2024-07-15 1 AMY AHERN 999009999 0 CONNIE FELLION P01875413 8026581808 2024-07-15 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z AMY AHERN 875 ROOSEVELT HIGHWAY 210 COLCHESTER VT 05446 10735633 0 X WWW.AGEWELL.ORG X 1983 VT TO SUPPORT AND GUIDE OUR COMMUNITY TO EMBRACE AGING WITH CONFIDENCE. 16 16 93 1082 0 0 7432195 8524451 1604190 1841200 34809 37823 175880 135311 9247074 10538785 0 0 0 0 4638925 5284710 0 0 337482 4251663 5226176 8890588 10510886 356486 27899 4872185 4989243 1655213 1654203 3216972 3335040 TO PROVIDE THE SUPPORT AND GUIDANCE THAT INSPIRES OUR COMMUNITY TO EMBRACE AGING WITH CONFIDENCE. 0 0 3519917 1737317 AGE WELL PROVIDES ADVOCACY EFFORTS ON BEHALF OF SENIORS. 4987797 239193 AGE WELL PROVIDES INFORMATION TO SENIORS AND THEIR FAMILIES ON DIFFERENT PROGRAMS THAT ENABLE INDEPENDENT LIVING. 429331 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. 8937045 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 8 0 1 93 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X AMY AHERN 8028650360 875 ROOSEVELT HIGHWAY 210 COLCHESTER VT 05446 ALLAN MURRAY RAMSAY MD FACP PRESIDENT 2.00 X X 0 0 0 SARAH GENTRY TISCHLER VICE-PRESIDENT 2.00 X X 0 0 0 LEAH ZEIGLER TREASURER 2.00 X X 0 0 0 MEAGAN BUCKLEY SECRETARY 2.00 X X 0 0 0 JOHN DAVIS CPA CFP CVA DIRECTOR 2.00 X 0 0 0 JOAN LENES DIRECTOR 2.00 X 0 0 0 LIZ GAMACHE DIRECTOR 2.00 X 0 0 0 LYNDA ULRICH DMD DIRECTOR 2.00 X 0 0 0 RUTH WALLMAN DIRECTOR 2.00 X 0 0 0 GEORGE BEATO DIRECTOR 2.00 X 0 0 0 JOHN HAMMER DIRECTOR 2.00 X 0 0 0 SARAH RUSSELL DIRECTOR 2.00 X 0 0 0 PATRICK BROWN DIRECTOR 2.00 X 0 0 0 DAN MCLEAN DIRECTOR 2.00 X 0 0 0 CONNIE LEACH DIRECTOR (START 04/2023) 2.00 X 0 0 0 GLENN MCRAE DIRECTOR (START 01/2023) 2.00 X 0 0 0 JANE CATTON CEO 40.00 X 186277 0 2000 186277 0 2000 1 0 1 0 0 34368 7326699 1163384 8524451 CHOICES FOR CARE 624100 1605520 1605520 MEDICAID WAIVER 624100 235680 235680 1841200 39773 39773 194898 196848 -1950 -1950 -1950 ONE CARE 624100 128804 128804 SASH 624100 3513 3513 MISCELLANEOUS 900099 2994 2994 135311 10538785 1976511 0 37823 X 201076 155886 45190 3749642 3022835 563465 163342 1088368 865477 155774 67117 245624 187936 44723 12965 20445 20445 9908 9908 7835 7835 4453338 4331663 110496 11179 193061 125769 39940 27352 152673 131730 17664 3279 59719 58759 960 33692 28604 2780 2308 84986 84986 36355 29437 5584 1334 OTHER EXPENSES 174164 69849 100899 3416 10510886 8937045 1236359 337482 32653 73518 1005603 951589 418290 499325 394591 353518 168406 172176 1691979 344956 1371753 1347023 1404493 1508510 76396 83584 4872185 4989243 1186317 1217418 468896 436785 1655213 1654203 X 3180164 3308888 36808 26152 3216972 3335040 4872185 4989243 27899 90170 -1 0 X 0 1 X 1 1 1 X 5045667 5653875 6149282 7432195 8524451 32805470 5045667 5653875 6149282 7432195 8524451 32805470 32805470 52239 41368 32371 32586 39773 198337 1507 6514 3881 2835 2994 17731 33021538 8230109 0.99350 0.99280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 0 0 1 9908 9908 0 PART II-B, LINE 1: AGE WELL CONTRACTS WITH AN OUTSIDE LAW FIRM THAT CONDUCTS LOBBYING ACTIVITIES TO ENSURE THE AAA'S IN VERMONT CONTINUE TO RECEIVE FUNDS. 1380107 175726 1204381 260007 144455 115552 51865 24775 27090 1347023 X 10621120 90170 90170 10530950 7835 7835 10538785 10503051 0 10503051 7835 7835 10510886 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE AND HAS BEEN CLASSIFIED AS A PUBLICLY-SUPPORTED ORGANIZATION WHICH IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A) OF THE CODE. FASB ASC 740, INCOME TAXES, REQUIRES ENTITIES TO DISCLOSE IN THEIR FINANCIAL STATEMENTS THE NATURE OF ANY UNCERTAINTY IN THEIR TAX POSITIONS. FOR TAX EXEMPT ENTITIES, TAX-EXEMPT STATUS ITSELF IS DEEMED TO BE AN UNCERTAINTY, AS EVENTS COULD POTENTIALLY OCCUR TO JEOPARDIZE THEIR TAX-EXEMPT STATUS. MANAGEMENT BELIEVES THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS. THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATION BY TAXING AUTHORITIES FOR THE TAX YEARS BEFORE THE YEAR ENDED SEPTEMBER 30, 2020. 0 0 0 0 0 0 0 0 0 JANE CATTON CEO 186277 0 0 0 0 0 0 0 2000 0 188277 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE REVIEWS THE 990 AND OFFERS COPIES TO BOARD MEMBERS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL REVIEW OF POLICY. WILL IMPLEMENT DOCUMENTATION TO VERIFY. FORM 990, PART VI, SECTION B, LINE 15A BOARD CONDUCTS EXECUTIVE DIRECTOR EVALUATION ANNUALLY AND APPROVES CHANGE IN PAY. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS DISCLOSED UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 4,331,663. MANAGEMENT AND GENERAL EXPENSES 110,496. FUNDRAISING EXPENSES 11,179. TOTAL EXPENSES 4,453,338.