Age Well INC: FY2021 Nonprofit Profile & Form 990 (EIN 22-2474636)

Jane Catton’s $204K as CEO is at the 47th percentile of top reported officer pay among 3122 $10–100M 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 · 1 named individual · Part VII

Name	FY2025	FY2024	FY2023	FY2022	FY2021	FY2020
Jane Catton	$204,083	$193,888	$186,277	$176,265	$177,315	$157,535

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 15aYes

Programs and updates

Inspire community members to embrace aging confidently through support and guidance.

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Provided by the organization

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3 programs · $6.3M · in their own filed words · FY2020

01

Age well provides information to seniors and their families on different programs that enable independent living.

$3.3Mprogram expense

02

Age well provides advocacy efforts on behalf of seniors.

$2.8Mprogram expense

03

Age well is committed to support for caregivers through a growing number of programs, such as the dementia respite program and the national family caregiver support program.

$192Kprogram 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 · FY2024

Vermont Association of Area Agencies on Aging INCFY2024$195K

Fidelity Investments Charitable Gift FundFY2024$144K

Vermont Community FoundationFY2024$30K

Argosy FoundationFY2024$25K

Donor Advised Charitable Giving INCFY2024$24K

United Way of Northwest Vermont INCFY2024$20K

Waterwheel Foundation INCFY2024$15K

Morgan Stanley Global Impact Funding Trust INCFY2024$12K

Total grants receivedfrom 24 funders$517K

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By the numbers

The FY2021 990, line by line.

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from philanthropy.org

1The main four

Money inPt VIII

$7.7M

Ln 12

Gifts and grantsLn 1h$6.1M

Fees for servicesLn 2g$1.4M

Other incomeLn 4–11$169K

Money outPt IX

$7.7M

Ln 25

Programscol B$6.3M

Managementcol C$1.2M

Fundraisingcol D$221K

Owns and owesPt X

$3.1M

net assets · Ln 32

Cash and savingsLn 1–2$1.1M

Total assetsLn 16$4.8M

LiabilitiesLn 26$1.7M

PeoplePt VI, VII

15

listed · VII A

PaidVII A1

Voting boardVI 1a14

IndependentVI 1b14

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$6.1M

Government grantsLn 1e$5.3M

Fees for servicesLn 2g$1.4M

Investment incomeLn 3$37K

Other incomeLn 4–11$169K

Gains on assetsLn 7$5K

Total revenueLn 12$7.7M

Assets in detailPt X, end of year

CashLn 1$19K

SavingsLn 2$1.0M

Cash and savings togetherLn 1–2$1.1M

InvestmentsLn 11–13$1.6M

Land, buildings, equipmentLn 10c$1.4M

Other assetsLn 15$93K

Total assetsLn 16$4.8M

LiabilitiesLn 26$1.7M

Net assetsLn 32$3.1M

OperationsPt I, VI

EmployeesI 5116

VolunteersI 61,066

Fiscal year endsHeaderSeptember

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

Line	Start FY21	End FY21
Cash and savingsLn 1–2	$1.6M	$1.1M
InvestmentsLn 11–13	$1.5M	$1.6M
Land, buildings, equipmentLn 10c	$1.2M	$1.4M
Total assetsLn 16	$4.9M	$4.8M
LiabilitiesLn 26	$2.0M	$1.7M
Net assetsLn 32	$2.9M	$3.1M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Pay of current officers, directors and key staffLn 5	$183K		$149K	$34K
Other salaries and wagesLn 7	$2.8M	$2.2M	$499K	$113K
Other employee benefitsLn 9	$710K	$550K	$130K	$30K
Payroll taxesLn 10	$177K	$130K	$38K	$9K
Accounting feesLn 11c	$13K		$13K
Lobbying feesLn 11d	$14K		$14K
Investment management feesLn 11f	$8K		$8K
Other fees for servicesLn 11g	$3.1M	$3.0M	$136K	$8K
Office expensesLn 13	$176K	$101K	$56K	$20K
OccupancyLn 16	$129K	$114K	$12K	$3K
TravelLn 17	$30K	$25K	$5K	$11
Conferences, conventions and meetingsLn 19	$20K	$15K	$2K	$3K
Depreciation, depletion and amortizationLn 22	$80K	$80K
InsuranceLn 23	$28K	$23K	$3K	$1K
Other expenses (24a–d)Ln 24	$193K	$85K	$107K	$1K
Total functional expensesLn 25	$7.7M	$6.3M	$1.2M	$221K

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest	$13.4M	$13.9M	−$455K	$2.7M	990 PDF
FY2024	$10.6M	$10.9M	−$316K	$3.2M	990 PDF
FY2023	$10.5M	$10.5M	$28K	$3.3M	990 PDF
FY2022	$9.2M	$8.9M	$356K	$3.2M	990 PDF
FY2021 Viewing	$7.7M	$7.7M	$56K	$3.1M	990 PDF
FY2020	$7.3M	$7.2M	$98K	$2.9M	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 J · Pay O · Explanations

See the full FY2021 990 (6 parts)

Part I · Summary $7,728,758 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $5,653,875$6,149,282

I-9 Program service revenuePrior year $1,152,991$1,373,803

I-10 Investment incomePrior year $44,383$36,882

I-11 Other revenuePrior year $479,045$168,791

I-12 Total revenuePrior year $7,330,294$7,728,758

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 $3,463,768$3,861,584

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $3,768,487$3,811,260

I-18 Total expensesPrior year $7,232,255$7,672,844

I-19 Revenue less expensesPrior year $98,039$55,914

Part VI · Governance 14 of 14 board members independent, no flags

VI-1a Voting members of the governing body14

VI-1b Independent voting members14

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 $7,728,758 across 9 lines filed

VIII-1a Federated campaigns$19,887

VIII-1e Government grants$5,271,721

VIII-1f All other contributions, gifts and grants$857,674

VIII-1h Total contributions, gifts and grants$6,149,282

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,373,803$1,373,803

VIII-3 Investment incomeExcluded from tax $32,371$32,371

VIII-7 Net gain or loss on sales of assetsExcluded from tax $4,511$4,511

VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $168,791$168,791

VIII-12 Total revenueRelated to mission $1,542,594 · Unrelated business $0 · Excluded from tax $36,882$7,728,758

Part IX · Statement of functional expenses $7,672,844 across 15 lines filed

IX-5 Pay of current officers, directors and key staffManagement $148,888 · Fundraising $33,702$182,590

IX-7 Other salaries and wagesPrograms $2,180,250 · Management $498,881 · Fundraising $112,928$2,792,059

IX-9 Other employee benefitsPrograms $550,200 · Management $130,051 · Fundraising $29,987$710,238

IX-10 Payroll taxesPrograms $129,509 · Management $38,478 · Fundraising $8,710$176,697

IX-11c Accounting feesManagement $13,400$13,400

IX-11d Lobbying feesManagement $14,199$14,199

IX-11f Investment management feesManagement $8,360$8,360

IX-11g Other fees for servicesPrograms $2,974,320 · Management $136,208 · Fundraising $8,275$3,118,803

IX-13 Office expensesPrograms $100,839 · Management $56,055 · Fundraising $19,520$176,414

IX-16 OccupancyPrograms $113,778 · Management $11,815 · Fundraising $3,036$128,629

IX-17 TravelPrograms $25,429 · Management $4,996 · Fundraising $11$30,436

IX-19 Conferences, conventions and meetingsPrograms $15,485 · Management $2,074 · Fundraising $2,640$20,199

IX-22 Depreciation, depletion and amortizationPrograms $79,925$79,925

IX-23 InsurancePrograms $23,195 · Management $3,446 · Fundraising $1,021$27,662

IX-24 Other expenses (24a–d)Programs $85,038 · Management $106,979 · Fundraising $1,216$193,233

IX-25 Total functional expensesPrograms $6,277,968 · Management $1,173,830 · Fundraising $221,046$7,672,844

Part X · Balance sheet $4,778,126 assets, 15 lines filed

X-1 Cash, non-interest-bearingStart of year $11,939$19,380

X-2 Savings and temporary cash investmentsStart of year $1,570,856$1,035,438

X-3 Pledges and grants receivableStart of year $218,775$312,948

X-4 Accounts receivableStart of year $322,738$236,762

X-9 Prepaid expenses and deferred chargesStart of year $110,939$131,575

X-10c Land, buildings and equipment, netStart of year $1,166,185$1,374,508

X-11 Publicly traded securitiesStart of year $1,521,313$1,574,364

X-15 Other assetsStart of year $0$93,151

X-16 Total assetsStart of year $4,922,745$4,778,126

X-17 Accounts payable and accrued expensesStart of year $1,494,084$1,205,514

X-26 Total liabilitiesStart of year $2,023,593$1,705,297

X-27 Net assets without donor restrictionsStart of year $2,851,811$3,060,586

X-28 Net assets with donor restrictionsStart of year $47,341$12,243

X-32 Total net assets or fund balancesStart of year $2,899,152$3,072,829

X-33 Total liabilities and net assetsStart of year $4,922,745$4,778,126

Part XI · Reconciliation of net assets $3,072,829 net assets at year end

XI-1 Total revenue$7,728,758

XI-2 Total expenses$7,672,844

XI-3 Revenue less expenses$55,914

XI-4 Net assets at start of year$2,899,152

XI-5 Net unrealized gains (losses) on investments$117,763

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$3,072,829

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

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Age Well INC FY2021 filing

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