The mission of Aging Well, INC. Is to promote healthy Aging through programs, services and resources to enhance and enrich the lives of adults age fifty-five and older and adults with disabilities throughout the communities we serve

501(c)(3) charity; gifts are tax-deductible.
89¢ of each $1 spent went to programs.
$130K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2020 · 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 surplus $91K a year · 9% of revenue · last 5 filings
Worth a look: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
89%
of spending
Looks good: 89% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$130K
to officers and key staff · 16% of spending
Fine: pay to officers and key staff is 16% of spending; 15% to 20%.
Pt VII · Sec A
2 mo
of spending, in cash
Fine: 1.8 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
4
named funders · $37K
Looks good: 4 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$188K
55% of total assets
Fine: liabilities are 55% of assets; 50% to 65%.
Pt X · Ln 26
Independent board members
8
of 8 voting members
Looks good: 8 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$814K
Spent
$837K
To programs
89%
Net assets
$156K
By yearFY2020–FY2024
Revenue
$814K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$814K
FY2021$1.0M
FY2022$851K
FY2023$896K
FY2024$1.2M
Expenses
$837K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$837K
FY2021$866K
FY2022$865K
FY2023$923K
FY2024$841K
Net assets
$156K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$156K
FY2021$328K
FY2022$313K
FY2023$286K
FY2024$633K

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

990 PDF Claim
You’re viewing the FY2020 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 Dec 1975.

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

Where the money goes

89 cents of each dollar spent went to programs.

Program services 89% · $743K Management & general 11% · $94K

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

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Who runs it and what they're paid

10 people listed on the 990; $130K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$73,717Pt VII · Sec A
Finance Director
$56,277Pt VII · Sec A
Vice-Chairman
$0Pt VII · Sec A
Secretary/Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

David Webster’s $52K as Finance Director is at the 5th 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 · 6 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Barbara Waterman—$87,022$79,731$61,883$73,717
Linda Paul—$65,215$60,054$43,862$56,277
David Webster$52,155————
Ryan Macleod$47,692————
Barbara Waterman Retired 2024$37,657————
Linda Paul Retired 2024$28,192————

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.

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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 15aNo

Programs and updates

Promotes healthy aging with programs, services, and resources for adults 55+ and those with disabilities.

Questions for Aging Well INC

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Provided by the organization

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3 programs · $644K · in their own filed words · FY2020
01

Nutrition Services

Provides older persons with nutritional meals, appropriate nutritional education, and other nutritional services.

$424Kprogram expense
02

Adult Day Care

Provides elderly day care

$170Kprogram expense
03

Support Services

Provides information and referral and wellness program

$51Kprogram 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 · FY2023
See all 4 funders →

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$814K
Ln 12
Gifts and grantsLn 1h$635K
Fees for servicesLn 2g$165K
Other incomeLn 4–11$14K
Money outPt IX
$837K
Ln 25
Programscol B$743K
Managementcol C$94K
Owns and owesPt X
$156K
net assets · Ln 32
Cash and savingsLn 1–2$129K
Total assetsLn 16$344K
LiabilitiesLn 26$188K
PeoplePt VI, VII
10
listed · VII A
PaidVII A2
Voting boardVI 1a8
IndependentVI 1b8
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$635K
Government grantsLn 1e$625K
Fees for servicesLn 2g$165K
Other incomeLn 4–11$14K
Total revenueLn 12$814K
Assets in detailPt X, end of year
CashLn 1$129K
Cash and savings togetherLn 1–2$129K
Land, buildings, equipmentLn 10c$15K
Total assetsLn 16$344K
LiabilitiesLn 26$188K
Net assetsLn 32$156K
OperationsPt I, VI
EmployeesI 521
VolunteersI 6150
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$85K$129K
Land, buildings, equipmentLn 10c$19K$15K
Total assetsLn 16$210K$344K
LiabilitiesLn 26$31K$188K
Net assetsLn 32$179K$156K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$406K$364K$43K
Other employee benefitsLn 9$42K$35K$6K
Payroll taxesLn 10$47K$43K$5K
Depreciation, depletion and amortizationLn 22$8K$8K
InsuranceLn 23$13K$5K$9K
Other expenses (24a–d)Ln 24$314K$285K$30K
All other expensesLn 24e$6K$4K$3K
Total functional expensesLn 25$837K$743K$94K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $1.2M$841K$347K$633K 990 PDF
FY2023 $896K$923K−$27K$286K 990 PDF
FY2022 $851K$865K−$14K$313K 990 PDF
FY2021 $1.0M$866K$172K$328K 990 PDF
FY2020 Viewing $814K$837K−$23K$156K 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $814,018 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $640,397$634,985
I-9 Program service revenuePrior year $161,468$164,703
I-10 Investment incomePrior year $20,000$0
I-11 Other revenuePrior year $17,295$14,330
I-12 Total revenuePrior year $839,160$814,018
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $582,329$495,529
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $274,203$341,564
I-18 Total expensesPrior year $856,532$837,093
I-19 Revenue less expensesPrior year −$17,372−$23,075
Part VI · Governance 8 of 8 board members independent, 3 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members8
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
Part VIII · Statement of revenue $814,018 across 6 lines filed
Lines not itemized here account for $47,154 of total revenue; see the IRS return.
VIII-1e Government grants$624,580
VIII-1f All other contributions, gifts and grants$10,405
VIII-1h Total contributions, gifts and grants$634,985
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $117,549$117,549
VIII-8 Net income from fundraising eventsExcluded from tax $14,330$14,330
VIII-12 Total revenueRelated to mission $164,703 · Unrelated business $0 · Excluded from tax $14,330$814,018
Part IX · Statement of functional expenses $837,093 across 7 lines filed
IX-7 Other salaries and wagesPrograms $363,772 · Management $42,600$406,372
IX-9 Other employee benefitsPrograms $35,464 · Management $6,364$41,828
IX-10 Payroll taxesPrograms $42,685 · Management $4,644$47,329
IX-22 Depreciation, depletion and amortizationPrograms $7,596$7,596
IX-23 InsurancePrograms $4,666 · Management $8,520$13,186
IX-24 Other expenses (24a–d)Programs $284,886 · Management $29,606$314,492
IX-24e All other expensesPrograms $3,711 · Management $2,579$6,290
IX-25 Total functional expensesPrograms $742,780 · Management $94,313 · Fundraising $0$837,093
Part X · Balance sheet $343,725 assets, 12 lines filed
X-1 Cash, non-interest-bearingStart of year $84,643$128,674
X-4 Accounts receivableStart of year $89,509$180,759
X-8 Inventories for sale or useStart of year $3,146$3,146
X-9 Prepaid expenses and deferred chargesStart of year $13,995$16,316
X-10c Land, buildings and equipment, netStart of year $18,553$14,830
X-16 Total assetsStart of year $209,846$343,725
X-17 Accounts payable and accrued expensesStart of year $30,193$60,247
X-25 Other liabilitiesStart of year $450$450
X-26 Total liabilitiesStart of year $30,643$187,597
X-27 Net assets without donor restrictionsStart of year $179,203$156,128
X-32 Total net assets or fund balancesStart of year $179,203$156,128
X-33 Total liabilities and net assetsStart of year $209,846$343,725
Part XI · Reconciliation of net assets $156,128 net assets at year end
XI-1 Total revenue$814,018
XI-2 Total expenses$837,093
XI-3 Revenue less expenses−$23,075
XI-4 Net assets at start of year$179,203
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$156,128

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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