COUNCIL ON AGING OF GREATER NASHVI… - Form 990 Financial Data

🔒

Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

Sign in with your work email to view Tuckman-Chang indicators

Financial Trends

Organization Details

Formation Year

2001

Legal Domicile

Principal Officer

LINDSEY SEXTON

Phone

6153534235

Tax Period

2025-01-01 to 2025-12-31

COUNCIL ON AGING OF GREATER NASHVILLE DBA AGE WELL MIDDLE TENNESSEE, founded in 2001, is a small nonprofit in the Human Services sector that reported $939K in total revenue in fiscal year 2025. Revenue grew 8% year-over-year, indicating healthy expansion. Expenses of $849K left a modest 10% surplus.

Mission

The Council on Aging of Greater Nashville d/b/a AgeWell Middle Tennessee (the Organization) is a nonprofit organization whose mission is to serve as a trusted resource and to advance solutions for the critical needs of older adults and caregivers. AgeWell supports older adults and caregivers across 13 countries in Middle Tennessee through programs, advocacy, community education and print and online resources. The Organization also provides information, resources, and support to older adults, caregivers, and the community at large.

Program Service Accomplishments

Program 1

Expenses: $207,444 Revenue: $240,318

RESET: Financial Empowerment Collaborative - RESET, which stands for Raising Economic Security to Enjoy Thriving, is a collaborative, financial empowerment network that AgeWell created with United...

RESET: Financial Empowerment Collaborative - RESET, which stands for Raising Economic Security to Enjoy Thriving, is a collaborative, financial empowerment network that AgeWell created with United Way and several trusted commuity partners (NeedLink Nashville, FiftyForward, TN Justice Center, Metro Action Commission) to help older adults in Davidson County improve their financial stabiltity and security. Services include benefit eligibilty screening and application assistan, one-on-one financial counseling, emergency rent and utility assistance and referral to supplemental income opportunities. In 2025, RESET partners assisted 4,153 Nashvillians aged 50 and older with 4,445 benefit applications value at $2,800,190. In addition, 238 RESET clients received financial counseling at the Financial Empowerment Center resulting in $114,641 in total cumulative increased savings and $1,208,103 in reduced debt.

Program 2

Expenses: $134,607

Advocacy - AgeWell leads advocacy for older adults and caregivers through the TN Coalition for Better Aging, coordinating collective advocacy with organizational and individual members. We also serve on state and local advisory committees ensuring that the needs of older adults and caregives are prioritized, and the strategic plans address critical needs like attainable, accessible housing, transportation and long-term services and supports.Helpline - AgeWell's Helpline provides information and referral assistance to older adults, caregivers and professional, connecting them with needed resources in Middle Tennessee and beyond. Our Helpline Coordinator triages callers and conducts intake screenings and enrollment for both the Eldercare Coach and RESET programs. In 2025, 1,057 older adults and caregivers received information and referral assistance through AgeWell's Helpline.

Program 3

Expenses: $124,299 Revenue: $145,804

Eldercare Coach - AgeWell's Eldercare Coach program provides personalized guidance and decision support tools for anyone caring for an aging loved one. Caregivers utilizing the program can access...

Eldercare Coach - AgeWell's Eldercare Coach program provides personalized guidance and decision support tools for anyone caring for an aging loved one. Caregivers utilizing the program can access trusted information, support and expert guidance through caregiver phone consultations, educational prograns and print and online resources. AgeWell also partners with employers and congregations who want offer Eldercare Coach to their employees and members. In 2025, 187 caregivers received phone consultations with 100% reporting that their concerns were addressed, and 1063 caregivers particaipated in 15 eldercare educational presentations.

🔒

Trantor Score

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

Sign in to view Trantor Score and financial metrics

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

Financial Overview (2025)

Revenue Breakdown

Contributions & Grants $870,644

Program Service Revenue $0

Investment Income $10,427

Other Revenue $57,817

TOTAL REVENUE $938,888

Expense Breakdown

Grants Paid $0

Salaries & Benefits $552,035

Fundraising Expenses $114,384

Program Expenses $526,876

Other Expenses $296,503

TOTAL EXPENSES $848,538

Year-over-Year Comparison

	2025	2024	Change
Revenue	$938,888	$865,468	+0.1%
Expenses	$848,538	$859,719	0.0%
Net Income	$90,350	$5,749	+14.7%

Key Indicators

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

🔒

Financial Health Indicators

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

Financial Distress Indicator

Liquidity & Cash Position

Sign in to view all financial metrics

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

Governance

Voting Members

Independent Members

Employees

Volunteers

N/A

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

Total Directors

$113,476

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
GRACE SUTHERLAND SMITH	Executive Dir.	40.00	Director	$113,476	$0	$113,476
BROOKE COPLON	President	2.00	Director	$0	$0	$0
SHARON DEAN	Secretary	2.00	Director	$0	$0	$0
CATHY HUNT	Vice President	2.00	Director	$0	$0	$0
JERRON BARNES	Director	2.00	Director	$0	$0	$0
LINDSEY SEXTON	Treasurer	2.00	Director	$0	$0	$0
NANCY CONWAY	Director	2.00	Director	$0	$0	$0
ANDREW FOLEY	Director	2.00	Director	$0	$0	$0
JENNIFER KIM	Director	2.00	Director	$0	$0	$0
LUKE LANDLINAIS	Director	2.00	Director	$0	$0	$0
VANITA LYTLE-SHERRILL	Director	2.00	Director	$0	$0	$0
SARA MCNALLY	Director	2.00	Director	$0	$0	$0
ELIZABETH MOSS	Director	2.00	Director	$0	$0	$0
EMILY WEAVER	Director	2.00	Director	$0	$0	$0
KATHY ZAMATA	Director	2.00	Director	$0	$0	$0
CAROLINE CHAMBERLAIN	Director	2.00	Director	$0	$0	$0

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	$938,888	$848,538	$541,908	$90,350
2024	$865,468	$859,719	$432,972	$5,749
2023	$666,156	$653,920	$401,616	$12,236
2022	$534,041	$533,947	$454,844	$94
2021	$607,908	$563,169	$343,864	$44,739
2020	$616,402	$548,432	$358,004	$67,970
2019	$442,858	$468,897	$207,645	$-26,039
2018	$360,958	$425,948	$185,786	$-64,990

COUNCIL ON AGING OF GREATER NASHVILLE DBA AGE WELL MIDDLE TENNESSEE