2026-02-06T09:38:25-06:00 2025-06-30 WITHUMSMITHBROWNPC 200 SPECTRUM CENTER DRIVE STE 1700 IRVINE CA 92618 990 2024-07-01 931163563 Age Well Senior Services Inc % MATTHEW OZUROVICH AGEW 9498558033 23101 Lake Center Drive Suite 325 Lake Forest CA 92630 Steve Moyer CEO 9498558033 2026-05-15 true true TAMARA SUGIHARA P01262399 9492612808 2024 2025-03-06 01:10:19Z Steve Moyer 23101 Lake Center Drive 325 Lake Forest CA 92630 14572073 false X myagewell.org X 1995 CA TO PROMOTE, ADVOCATE & IMPROVE THE QUALITY OF LIFE, DIGNITY & INDEPENDENCE OF THE ELDERLY. 6 6 116 750 0 0 16491666 7870434 0 0 138500 282171 38081 428856 16668247 8581461 0 0 0 0 3577216 3933962 0 0 95248 4925437 5544884 8502653 9478846 8165594 -897385 16855551 15937615 3023222 2342401 13832329 13595214 X 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, ADVOCATE & IMPROVE THE QUALITY OF LIFE, DIGNITY & INDEPENDENCE OF THE ELDERLY. false false 5073455 TITLE III CONGREGATE MEALS/HOME-DELIVERED MEALS: Served 450,099 Home-Delivered Meals to 1,413 seniors/elderly and 100,017 Congregate Meals to 2,058 seniors at 12 different locations throughout South Orange County. 2669901 TRANSPORTATION SERVICES: Provided transportation to 18,700 medical appointments and 4,913 to congregate meal locations to 1,334 and 88 clients, respectively. 296264 Case Management: Provided 1,060 hours of case management and 564 hours of In-Home Supportive Services to 208 elderly through the Case Management Program. 488999 8528619 true true false false false false false false false true true true false false true true true false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false true 13 0 true 116 true false false false false false false false false false false false false X 6 6 false false false false false false false true true false false true true true true true true true true false CA X X X MATTHEW OZUROVICH 9494980400 24461 RIDGE ROUTE DR SUITE 220 LAGUNA HILLS CA 92653 X STEVE MOYER chief executive officer 40.0 0.0 X 206347 0 14624 JACI SVENSSON Vice President OF OPERATIONS 40.0 0.0 X 128654 0 769 BRENT LAUER PRESIDENT 1.0 0.0 X X 0 0 0 TED SANDERS TREASURER 1.0 0.0 X X 0 0 0 RAY CHICOINE SECRETARY 1.0 0.0 X X 0 0 0 JOSEPH MCKNIGHT VICE PRESIDENT 1.0 0.0 X X 0 0 0 Marlene Bridges Immediate Past President 1.0 0.0 X 0 0 0 Bob Stegner Board Member 1.0 0.0 X 0 0 0 335001 0 15393 2 false true false Matthew Ozurovich 30221 Avenida de las Banderas Suite RANCHO SANTA MARGARITA CA 92688 Outsourced CFO 144000 1 5873681 1996753 7870434 0 287783 287783 0 0 12400 12400 0 12400 12400 5985000 5990612 -5612 -5612 -5612 0 0 0 0 0 0 0 0 0 OTHER INCOME 900099 416456 416456 416456 8581461 416456 0 294571 0 0 0 0 367797 298658 50546 18593 0 2916995 2857877 14362 44756 19914 16529 3148 237 335465 278248 53036 4181 293791 243682 46447 3662 0 29892 29892 43160 35880 7280 0 0 75210 75210 508549 401779 86850 19920 9410 7500 1910 71474 54425 17049 0 0 137574 69503 68071 7710 6111 1599 0 0 80069 80069 0 288195 277554 10641 191881 138580 53301 FOOD 3015202 2878513 136689 PROGRAM SUPPLIES 498193 391964 104240 1989 REPAIRS & MAINTENANCE 292424 291880 544 VEHICLE OPERATION 286303 286303 9638 1133 8505 9478846 8528619 854979 95248 X 804340 925637 0 0 7296575 0 1291063 981474 0 0 0 0 0 0 0 0 225954 2739 4258774 1586451 2561095 2672323 0 0 4540044 11321040 0 0 0 0 136480 34402 16855551 15937615 671646 525883 0 0 0 0 0 0 0 0 0 0 2351576 1769849 0 0 0 46669 3023222 2342401 X 4942914 4474516 8889415 9120698 13832329 13595214 16855551 15937615 -897385 660270 X X false true X true true true X 25793594 7832160 8144740 9195091 7870434 58836019 0 0 25793594 7832160 8144740 9195091 7870434 58836019 0 58836019 31787 305309 198891 148616 300183 984786 0 1183 142996 2414 24856 416456 587905 60408710 29783 0.97397 0.98526 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 788500 -4737 783763 789075 -575 788500 737984 51091 789075 816673 -78689 737984 631297 100000 85376 816673 0.00000 1.00000 0.00000 false false 245396 245396 1794089 1072885 721204 2219289 513566 1705723 2672323 PACIFIC CAPITAL INVESTMENTS 10537277 F ENDOWMENT FUNDS 783763 F 11321040 0 LEASE LIABILITY 46669 46669 X 9166521 660270 660270 8506251 75210 75210 8581461 9403636 9403636 75210 75210 9478846 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. X false false false false false false false false false STEVE MOYER chief executive officer 206347 0 0 0 0 0 0 0 14624 0 220971 0 0 0 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 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. FORM 990, PART XII, LINE 2C: THE AUDIT COMMITTEE'S OVERSIGHT AND SELECTION PROCESS HAS NOT CHANGED FROM PRIOR YEAR.