2026-06-25T07:51:18-05:00 2025-09-30 030327374 MCSOLEY MCCOY & CO 118 TILLEY DRIVE STE 202 SOUTH BURLINGTON VT 05403 990 2024-10-01 222474636 AGE WELL INC AGEW 8028650360 875 ROOSEVELT HIGHWAY 210 COLCHESTER VT 05446 AMY AHERN DIRECTOR OF FINANCE 8028650360 2026-06-18 1 0 CONNIE FELLION P01875413 8026581808 2026-06-17 2024 2025-03-06 01:10:19Z AMY AHERN 875 ROOSEVELT HIGHWAY 210 COLCHESTER VT 05446 15623430 0 X WWW.AGEWELL.ORG X 1983 VT TO SUPPORT AND GUIDE OUR COMMUNITY TO EMBRACE AGING WITH CONFIDENCE. 15 15 116 1066 0 0 8296875 8640322 2151284 4414420 68296 224597 110680 120423 10627135 13399762 0 0 0 0 5764944 7215129 0 0 517478 5177916 6639713 10942860 13854842 -315725 -455080 4910754 4734239 1721126 2079032 3189628 2655207 TO PROVIDE THE SUPPORT AND GUIDANCE THAT INSPIRES OUR COMMUNITY TO EMBRACE AGING WITH CONFIDENCE. 0 0 6710127 4120767 AGE WELL PROVIDES ADVOCACY EFFORTS ON BEHALF OF SENIORS. 4546990 414076 AGE WELL PROVIDES INFORMATION TO SENIORS AND THEIR FAMILIES ON DIFFERENT PROGRAMS THAT ENABLE INDEPENDENT LIVING. 402419 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. 11659536 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 11 0 1 116 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 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 SARAH GENTRY TISCHLER PRESIDENT (START FY25) 2.00 X X 0 0 0 ALLAN MURRAY RAMSAY MD FACP PAST PRESIDENT 2.00 X X 0 0 0 MEAGAN BUCKLEY VICE PRESIDENT (START FY25) 2.00 X X 0 0 0 LEAH ZEIGLER TREASURER 2.00 X X 0 0 0 LIZ GAMACHE SECRETARY (START FY25) 2.00 X X 0 0 0 JOAN LENES 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 GLENN MCRAE DIRECTOR 2.00 X 0 0 0 SUSAN MURRAY DIRECTOR (START FY25) 2.00 X 0 0 0 PAUL REISS DIRECTOR (START FY25) 2.00 X 0 0 0 JODI FREI DIRECTOR (START FY25) 2.00 X 0 0 0 JANE CATTON CEO 40.00 X 204083 0 288 204083 0 288 1 0 1 0 0 55026 7395922 1189374 8640322 CHOICES FOR CARE 624100 4000348 4000348 MEDICAID WAIVER 624100 391319 391319 HOUSING PILOT PROGRAM 624100 22753 22753 4414420 55190 55190 2393075 2223668 169407 169407 169407 ONE CARE 624100 119698 119698 MISCELLANEOUS 900099 725 725 120423 13399762 4534843 0 224597 X 204814 154980 49834 5040250 3957661 819181 263408 1648757 1305622 243533 99602 321308 242443 59676 19189 28989 28989 10912 10912 9586 9586 5500236 5334791 149168 16277 313789 243092 35814 34883 261354 228587 19191 13576 87455 85555 1821 79 73161 50073 19984 3104 90074 90074 41265 35202 4437 1626 OTHER EXPENSES 222892 86436 120556 15900 13854842 11659536 1677828 517478 42663 4319 435637 136481 549964 835785 541740 709776 229006 206850 1740957 525105 1305926 1215852 1707741 1517279 98077 107897 4910754 4734239 1318787 1724929 402339 354103 1721126 2079032 X 3174127 2620299 15501 34908 3189628 2655207 4910754 4734239 X -455080 -89160 -1 9820 X 0 1 X 1 1 1 X 6149282 7432195 8524451 8296875 8640322 39043125 6149282 7432195 8524451 8296875 8640322 39043125 39043125 32371 32586 39773 65721 55190 225641 3881 2835 2994 4779 725 15214 39283980 12080768 0.99390 0.99360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 0 0 0 0 0 0 1 10912 10912 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. 1396878 263382 1133496 292214 209858 82356 51865 51865 0 1215852 X 13310836 -89160 9820 -79340 13390176 9586 9586 13399762 13845256 0 13845256 9586 9586 13854842 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, 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUE OF BENEFICIAL INTEREST 9,820. X 0 0 0 0 0 0 0 0 0 JANE CATTON CEO 204083 0 0 0 0 0 0 0 288 0 204371 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 5,334,791. MANAGEMENT AND GENERAL EXPENSES 149,168. FUNDRAISING EXPENSES 16,277. TOTAL EXPENSES 5,500,236. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST 9,820.