Age Well Senior Services Inc

EIN: 931163563 501(c)(3) Unknown

Lake Forest, CA

Total Revenue
$8,581,461
Total Expenses
$9,478,846
Total Assets
$15,937,615
Net Assets
$13,595,214
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1995
Legal Domicile
CA
Principal Officer
Steve Moyer
Phone
9498558033
Tax Period
2024-07-01 to 2025-06-30

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.

Mission

TO PROMOTE, ADVOCATE & IMPROVE THE QUALITY OF LIFE, DIGNITY & INDEPENDENCE OF THE ELDERLY.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $7,870,434
Program Service Revenue $0
Investment Income $282,171
Other Revenue $428,856
TOTAL REVENUE $8,581,461

Expense Breakdown

Grants Paid $0
Salaries & Benefits $3,933,962
Fundraising Expenses $95,248
Program Expenses $8,528,619
Other Expenses $5,544,884
TOTAL EXPENSES $9,478,846

Year-over-Year Comparison

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%
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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Governance

Voting Members
6
Independent Members
6
Employees
116
Volunteers
750

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
6
$350,394
Total Directors
6
$0
Key Employees
0
$0
Highest Compensated
0
reported
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
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 $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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