Lake Forest, CA
4 risk indicators measuring financial stability and operational resilience
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Sign In — Free (10 views/day)Age Well Senior Services Inc, founded in 1995, is a community nonprofit in the Unknown sector that reported $8.6M in total revenue in fiscal year 2024. Revenue fell 49% from the prior year — a significant decline worth monitoring. Expenses of $9.5M exceeded revenue, resulting in a 10% operating deficit.
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.
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...
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.
TRANSPORTATION SERVICES: Provided transportation to 18,700 medical appointments and 4,913 to congregate meal locations to 1,334 and 88 clients, respectively.
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.
Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency
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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)
Sign In — Free (10 views/day)| 2024 | 2023 | Change | |
|---|---|---|---|
| Revenue | $8,581,461 | $16,668,247 | -0.5% |
| Expenses | $9,478,846 | $8,502,653 | +0.1% |
| Net Income | $-897,385 | $8,165,594 | -1.1% |
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
Sign In| Name | Title | Hours/Week | Role | Reportable Comp | Other Comp | Total |
|---|---|---|---|---|---|---|
| STEVE MOYER | chief executive officer | 40.0 |
Officer
|
$206,347 | $14,624 | $220,971 |
| JACI SVENSSON | Vice President OF OPERATIONS | 40.0 |
Officer
|
$128,654 | $769 | $129,423 |
| BRENT LAUER | PRESIDENT | 1.0 |
Officer
Director
|
$0 | $0 | $0 |
| TED SANDERS | TREASURER | 1.0 |
Officer
Director
|
$0 | $0 | $0 |
| RAY CHICOINE | SECRETARY | 1.0 |
Officer
Director
|
$0 | $0 | $0 |
| JOSEPH MCKNIGHT | VICE PRESIDENT | 1.0 |
Officer
Director
|
$0 | $0 | $0 |
| Marlene Bridges | Immediate Past President | 1.0 |
Director
|
$0 | $0 | $0 |
| Bob Stegner | Board Member | 1.0 |
Director
|
$0 | $0 | $0 |
| Year | Revenue | Expenses | Assets | Net Income |
|---|---|---|---|---|
| 2025 | $8,581,461 | $9,478,846 | $15,937,615 | $-897,385 |
| 2024 | $16,668,247 | $8,502,653 | $16,855,551 | $8,165,594 |
| 2023 | $8,353,151 | $13,110,713 | $8,031,678 | $-4,757,562 |
| 2022 | $8,383,107 | $7,415,160 | $12,253,539 | $967,947 |
| 2021 | $25,825,465 | $17,076,491 | $12,648,554 | $8,748,974 |
| 2020 | $6,944,154 | $6,748,265 | $4,482,199 | $195,889 |
| 2019 | $5,546,932 | $6,945,319 | $3,204,703 | $-1,398,387 |
| 2018 | $7,695,018 | $7,055,439 | $3,901,774 | $639,579 |
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