AGE WELL INC

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1983

Legal Domicile

Principal Officer

AMY AHERN

Phone

8028650360

Tax Period

2024-10-01 to 2025-09-30

AGE WELL INC, founded in 1983, is a mid-sized nonprofit in the Human Services sector that reported $13.4M in total revenue in fiscal year 2024. Revenue surged 26% from the prior year, signaling strong growth momentum.

Mission

TO PROVIDE THE SUPPORT AND GUIDANCE THAT INSPIRES OUR COMMUNITY TO EMBRACE AGING WITH CONFIDENCE.

Program Service Accomplishments

Program 1

Expenses: $6,710,127 Revenue: $4,120,767

AGE WELL PROVIDES ADVOCACY EFFORTS ON BEHALF OF SENIORS.

Program 2

Expenses: $4,546,990 Revenue: $414,076

AGE WELL PROVIDES INFORMATION TO SENIORS AND THEIR FAMILIES ON DIFFERENT PROGRAMS THAT ENABLE INDEPENDENT LIVING.

Program 3

Expenses: $402,419

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $8,640,322

Program Service Revenue $4,414,420

Investment Income $224,597

Other Revenue $120,423

TOTAL REVENUE $13,399,762

Expense Breakdown

Grants Paid $0

Salaries & Benefits $7,215,129

Fundraising Expenses $517,478

Program Expenses $11,659,536

Other Expenses $6,639,713

TOTAL EXPENSES $13,854,842

Year-over-Year Comparison

	2024	2023	Change
Revenue	$13,399,762	$10,627,135	+0.3%
Expenses	$13,854,842	$10,942,860	+0.3%
Net Income	$-455,080	$-315,725	+0.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✓ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

116

Volunteers

1066

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✓ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$204,371

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
SARAH GENTRY TISCHLER	PRESIDENT (START FY25)	2.00	Officer Director	$0	$0	$0
ALLAN MURRAY RAMSAY MD FACP	PAST PRESIDENT	2.00	Officer Director	$0	$0	$0
MEAGAN BUCKLEY	VICE PRESIDENT (START FY25)	2.00	Officer Director	$0	$0	$0
LEAH ZEIGLER	TREASURER	2.00	Officer Director	$0	$0	$0
LIZ GAMACHE	SECRETARY (START FY25)	2.00	Officer Director	$0	$0	$0
JOAN LENES	DIRECTOR	2.00	Director	$0	$0	$0
GEORGE BEATO	DIRECTOR	2.00	Director	$0	$0	$0
JOHN HAMMER	DIRECTOR	2.00	Director	$0	$0	$0
SARAH RUSSELL	DIRECTOR	2.00	Director	$0	$0	$0
PATRICK BROWN	DIRECTOR	2.00	Director	$0	$0	$0
DAN MCLEAN	DIRECTOR	2.00	Director	$0	$0	$0
GLENN MCRAE	DIRECTOR	2.00	Director	$0	$0	$0
SUSAN MURRAY	DIRECTOR (START FY25)	2.00	Director	$0	$0	$0
PAUL REISS	DIRECTOR (START FY25)	2.00	Director	$0	$0	$0
JODI FREI	DIRECTOR (START FY25)	2.00	Director	$0	$0	$0
JANE CATTON	CEO	40.00	Officer	$204,083	$288	$204,371

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$13,399,762	$13,854,842	$4,734,239	$-455,080
2024	$10,627,135	$10,942,860	$4,910,754	$-315,725
2023	$10,538,785	$10,510,886	$4,989,243	$27,899
2022	$9,247,074	$8,890,588	$4,872,185	$356,486
2021	$7,728,758	$7,672,844	$4,778,126	$55,914
2020	$7,330,294	$7,232,255	$4,922,745	$98,039
2019	$6,499,676	$6,483,127	$3,861,494	$16,549
2018	$6,688,845	$6,104,619	$3,248,624	$584,226