To create a model of whole-person elder care that honors, respects, and elevates each individual while redefining aging in america.

501(c)(3) charity; gifts are tax-deductible.
92¢ of each $1 spent went to programs.
$81K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average deficit $127K a year · 2% of revenue · last 5 filings
Concern: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
92%
of spending
Looks good: 92% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$81K
to officers and key staff · 1% of spending
Looks good: pay to officers and key staff is 1% of spending; 15% or less.
Pt VII · Sec A
3 mo
of spending, in cash
Fine: 2.9 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $11K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$7.1M
97% of total assets
Concern: liabilities are 97% of assets; over 80%.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$5.8M
-13% vs prior year
Spent
$6.2M
To programs
92%
Net assets
$225K
By yearFY2020–FY2024
Revenue
$5.8M
FY2021▼ -13%
Tap a bar for its year
Revenue by fiscal year
FY2020$6.7M
FY2021$5.8M
FY2022$5.6M
FY2023$6.3M
FY2024$6.8M
Expenses
$6.2M
FY2021▼ -5%
Tap a bar for its year
Expenses by fiscal year
FY2020$6.5M
FY2021$6.2M
FY2022$6.1M
FY2023$6.6M
FY2024$6.6M
Net assets
$225K
FY2021▼ -60%
Tap a bar for its year
Net assets by fiscal year
FY2020$565K
FY2021$225K
FY2022−$270K
FY2023−$495K
FY2024−$325K

From the FY2021 Form 990 · figures checked against the IRS filing · see the original

Give Claim
You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Feb 1999.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

92 cents of each dollar spent went to programs.

Program services 92% · $5.7M Management & general 8% · $466K Fundraising 0% · $5K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

8 people listed on the 990; $81K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Di
$80,597Pt VII · Sec A
President
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A

Wendy Audette’s $167K as Executive Di is at the 80th percentile of top reported officer pay among 3868 $1–10M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Wendy Audette$166,923————
Lori Montgomery$136,824————
Lisa Ayer$114,784————
Beth Hammond——$95,554——
Geoff Lindemer———$80,597$36,882
Beth Hammond Left July 2023—$66,825———
Geoff Lindemer Left March 2022——$41,895——
Wendy Audette Started October 2023—$20,192———

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Living Well Group INC executive salaries →

On this list? Claim this org

Something off? Claim to add context

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes
  • Loans to or from officersSch L · Pt II1 listed

Programs and updates

Elevates elders through whole-person care, redefining aging with respect and dignity.

Questions for Living Well Group INC

Tap to ask. Living Well Group INC sees how many people are interested.

Your first name shows with your question. Living Well Group INC answers here, for everyone.

Provided by the organization

Know this org? Add your story

1 program · $5.7M · in their own filed words · FY2021
01

Living well group, inc operates two residential care homes based on a holistic approach to health care and wellness within the individual circumstances of each resident. The organization provides access to activities to keep the residents active in the local community.

$5.7Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2021
Total grants receivedfrom 2 funders$11K

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$5.8M
Ln 12
Fees for servicesLn 2g$5.3M
Gifts and grantsLn 1h$524K
Money outPt IX
$6.2M
Ln 25
Programscol B$5.7M
Managementcol C$466K
Fundraisingcol D$5K
Owns and owesPt X
$225K
net assets · Ln 32
Cash and savingsLn 1–2$1.5M
Total assetsLn 16$7.4M
LiabilitiesLn 26$7.1M
PeoplePt VI, VII
8
listed · VII A
PaidVII A1
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$524K
Government grantsLn 1e$355K
Fees for servicesLn 2g$5.3M
Gains on assetsLn 7−$78K
Total revenueLn 12$5.8M
Assets in detailPt X, end of year
CashLn 1$103K
SavingsLn 2$1.4M
Cash and savings togetherLn 1–2$1.5M
Land, buildings, equipmentLn 10c$5.7M
Total assetsLn 16$7.4M
LiabilitiesLn 26$7.1M
Net assetsLn 32$225K
OperationsPt I, VI
EmployeesI 5214
VolunteersI 67
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$407K$1.5M
Land, buildings, equipmentLn 10c$6.2M$5.7M
Total assetsLn 16$6.7M$7.4M
LiabilitiesLn 26$6.1M$7.1M
Net assetsLn 32$565K$225K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$85K$81K$4K
Other salaries and wagesLn 7$3.8M$3.6M$202K
Pension plan contributionsLn 8$10K$10K
Other employee benefitsLn 9$228K$213K$15K
Payroll taxesLn 10$393K$352K$41K
Legal feesLn 11b$3K$3K
Accounting feesLn 11c$10K$10K
Other fees for servicesLn 11g$167K$140K$27K
Advertising and promotionLn 12$8K$6K$2K$550
Office expensesLn 13$52K$45K$8K
Information technologyLn 14$31K$15K$16K
OccupancyLn 16$356K$343K$13K
TravelLn 17$8K$8K
Conferences, conventions and meetingsLn 19$9K$2K$7K
InterestLn 20$227K$221K$5K
Depreciation, depletion and amortizationLn 22$230K$230K$710
InsuranceLn 23$92K$74K$19K
Other expenses (24a–d)Ln 24$408K$392K$16K
Total functional expensesLn 25$6.2M$5.7M$466K$5K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $6.8M$6.6M$236K−$325K 990 PDF
FY2023 $6.3M$6.6M−$225K−$495K 990 PDF
FY2022 $5.6M$6.1M−$495K−$270K 990 PDF
FY2021 Viewing $5.8M$6.2M−$340K$225K 990 PDF
FY2020 $6.7M$6.5M$188K$565K 990 PDF

More to add? Claim this org

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2021 990 (6 parts)
Part I · Summary $5,820,072 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,143,964$524,500
I-9 Program service revenuePrior year $5,441,937$5,317,257
I-10 Investment incomePrior year −$18,103−$78,301
I-11 Other revenuePrior year $85,589$56,616
I-12 Total revenuePrior year $6,653,387$5,820,072
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $4,873,364$4,558,305
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $1,592,290$1,601,593
I-18 Total expensesPrior year $6,465,654$6,159,898
I-19 Revenue less expensesPrior year $187,733−$339,826
Part VI · Governance 7 of 7 board members independent, no flags
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $5,820,072 across 7 lines filed
VIII-1e Government grants$354,817
VIII-1f All other contributions, gifts and grants$169,683
VIII-1h Total contributions, gifts and grants$524,500
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $5,317,257$5,317,257
VIII-7 Net gain or loss on sales of assetsRelated to mission −$78,301−$78,301
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $56,616$56,616
VIII-12 Total revenueRelated to mission $5,238,956 · Excluded from tax $56,616$5,820,072
Part IX · Statement of functional expenses $6,159,898 across 18 lines filed
IX-5 Pay of current officers, directors and key staffManagement $80,642 · Fundraising $4,244$84,886
IX-7 Other salaries and wagesPrograms $3,640,410 · Management $201,920$3,842,330
IX-8 Pension plan contributionsPrograms $10,114$10,114
IX-9 Other employee benefitsPrograms $212,672 · Management $14,845$227,517
IX-10 Payroll taxesPrograms $352,219 · Management $41,239$393,458
IX-11b Legal feesManagement $3,333$3,333
IX-11c Accounting feesManagement $10,008$10,008
IX-11g Other fees for servicesPrograms $139,710 · Management $27,082$166,792
IX-12 Advertising and promotionPrograms $5,588 · Management $2,117 · Fundraising $550$8,255
IX-13 Office expensesPrograms $44,845 · Management $7,539$52,384
IX-14 Information technologyPrograms $14,834 · Management $15,902$30,736
IX-16 OccupancyPrograms $342,620 · Management $13,285$355,905
IX-17 TravelPrograms $7,757$7,757
IX-19 Conferences, conventions and meetingsPrograms $2,391 · Management $6,612$9,003
IX-20 InterestPrograms $221,358 · Management $5,144$226,502
IX-22 Depreciation, depletion and amortizationPrograms $229,538 · Management $710$230,248
IX-23 InsurancePrograms $73,589 · Management $18,839$92,428
IX-24 Other expenses (24a–d)Programs $391,886 · Management $16,356$408,242
IX-25 Total functional expensesPrograms $5,689,531 · Management $465,573 · Fundraising $4,794$6,159,898
Part X · Balance sheet $7,357,011 assets, 13 lines filed
X-1 Cash, non-interest-bearingStart of year $407,223$102,600
X-2 Savings and temporary cash investments$1,377,318
X-4 Accounts receivableStart of year $44,293$177,781
X-9 Prepaid expenses and deferred chargesStart of year $22,511$13,420
X-10c Land, buildings and equipment, netStart of year $6,189,186$5,685,892
X-16 Total assetsStart of year $6,663,213$7,357,011
X-17 Accounts payable and accrued expensesStart of year $439,955$423,968
X-19 Deferred revenueStart of year $7,313$8,799
X-26 Total liabilitiesStart of year $6,098,380$7,132,004
X-27 Net assets without donor restrictionsStart of year $564,833$175,007
X-28 Net assets with donor restrictions$50,000
X-32 Total net assets or fund balancesStart of year $564,833$225,007
X-33 Total liabilities and net assetsStart of year $6,663,213$7,357,011
Part XI · Reconciliation of net assets $225,007 net assets at year end
XI-1 Total revenue$5,820,072
XI-2 Total expenses$6,159,898
XI-3 Revenue less expenses−$339,826
XI-4 Net assets at start of year$564,833
XI-10 Net assets at end of year$225,007

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

Your org? Add context

Made it to the end? Claim this org

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.