NonprofitsAge Well Senior Services Inc

Unclassified

Age Well Senior Services Inc

LAKE FOREST, CA

Total revenue

$16.7M

Total expenses

$8.5M

Net assets

$13.8M

Grants received

$2.9M

103 grants

EIN

931163563

Tax year

2023

Mission

To promote, advocate & improve the quality of life, dignity & independence of the elderly.

Programs

2 programs

Transportation services: provided transportation to 14,640 medical appointments, adult day services, and senior centers to 472 clients.

Expenses: $2.2M

Case management: provided 3,866 hours of case management and 2,839 hours of in-home supportive services to 216 elderly through the case management program.

Expenses: $498K

Financials

FY 2023

Revenue

Contributions & grants$16.5M
Program service revenue
Investment income$139K
Other revenue$38K
Total revenue$16.7M

Expenses

Grants paid
Salaries & benefits$3.6M
Fundraising$90K
Other expenses$4.9M
Total expenses$8.5M
Total assets$16.9M
Net assets$13.8M

People

10 listed

NameRoleCompensation

STEVE MOYER

CEO

Board

$207K

40 hrs/wk

JACI SVENSSON

VP OF OPERATIONS

Board

$120K

40 hrs/wk

BRENT LAUER

PRESIDENT

Board

1 hrs/wk

TED SANDERS

TREASURER

Board

1 hrs/wk

RAY CHICOINE

SECRETARY

Board

1 hrs/wk

MARLENE BRIDGES

BOARD MEMBER

Board

1 hrs/wk

BOB BATES

BOARD MEMBER

Board

1 hrs/wk

JOSEPH MCKNIGHT

VICE PRESIDENT

Board

1 hrs/wk

ROB SCHAEFFER

BOARD MEMBER1

Board

1 hrs/wk

BOB STEGNER

BOARD MEMBER

Board

1 hrs/wk

Independent contractors

Matthew Ozurovich

Outsourced CFO

$144K

Grants received

Showing 103 of 103

FromAmountPurposeYear
$75K
MEALS-ON WHEELS - HOMEBOUND ELDERLY
2024
$50K
PROGRAMS AND MEALS FOR SENIORS
2024
$40K
OPERATING FUNDS
2024
$13K
PROJECT SUPPORT
2024
$89K
GENERAL CHARITABLE PURPOSES
2023
$75K
MEALS-ON WHEELS - HOMEBOUND ELDERLY
2023
$50K
PROGRAMS AND MEALS FOR SENIORS
2023
$40K
OPERATING FUNDS
2023
$14K
FLORENCE SYLVESTER SENIOR CENTER - A LA CARTE SPONSORSHIPS (JULY 1, 2023 THROUGH JULY 1, 2024), DOROTHY VISSER SENIOR CENTER FY24 SPONSORSHIP
2023
$8K
Social Services
2023
$8K
MEALS ON WHEELS FOR SOUTH ORANGE COUNTY SENIORS
2023
$5K
CHARITABLE
2023
$3K
SUPPORT PROGRAM
2023
$2K
FUNDS FOR MEALS ON WHEELS PROGRAM TO PROVIDE 1000 MEALS
2023
$75K
SENIOR TRANSPORTATION PRG. MOBILE MEALS
2022
$50K
PROGRAMS AND MEALS FOR SENIORS
2022
$35K
OPERATING FUNDS
2022
$20K
ORGANIZATION'S MISSION
2022
$15K
food distribution
2022
$10K
For grant recipient's exempt purposes
2022
$8K
Social Services
2022
$8K
MEALS ON WHEELS FOR SOUTH ORANGE COUNTY SENIORS
2022
$3K
SUPPORT PROGRAM
2022
$3K
CHARITABLE
2022
$40K
PROGRAMS/MEALS FOR SENIORS
2021
$34K
UNRESTRICTED GRANT
2021
$32K
SENIOR TRANSPORTATION IN LAGUNA HILLS AREA & DOROTHY VISSER SENIOR CENTER FY22 SPONSORSHIP
2021
$30K
OPERATING FUNDS
2021
$21K
PROJECT SUPPORT AND OTHER SERVICES
2021
$15K
SENIOR NUTRITION PROGRAM AT FLORENCE SYLVESTER MEMORIAL SENIOR CENTER
2021
$15K
SENIOR NUTRITION PROGRAM AT FLORENCE SYLVESTER MEMORIAL SENIOR CENTER
2021
$9K
HEALTH & WELLNESS
2021
$8K
FLORENCE SYLVESTER SENIOR CENTER SPONSORSHIPS FOR 2021 AND 2022
2021
$5K
PROVIDING CRITICAL PROGRAMS & SERVICES LIKE MEALS ON WHEELS TO HOMEBOUND SENIORS.
2021
$3K
SUPPORT PROGRAM
2021
$290K
food distribution
2020
$150K
PROJECT SUPPORT AND OTHER SERVICES
2020
$125K
Senior Transportation, Operations of programs, Mobile Meals
2020
$104K
MEALS ON WHEELS & TRANSPORTATION
2020
$50K
UNRESTRICTED GRANT
2020
$30K
OPERATING FUNDS
2020
$25K
FUNDING TO SUPPORT THE EXPANSION OF AGE WELL'S ELDERLY NUTRITION PROGRAM, CONSISTING OF MEALS ON WHEELS AND THE NEW GRAB & GO MEAL PROGRAM. FUNDING WILL PROVIDE DAILY MEALS TO EXISTING MEALS ON WHEELS PARTICIPANTS, OLDER ADULTS WHO USED TO ATTEND THE SENIOR CENTER LUNCH PROGRAMS, PLUS AN INCREASED NUMBER OF NEW PARTICIPANTS.
2020
$25K
Senior Transportation in Laguna Hills area
2020
$25K
Meals on Wheels for South Orange County Seniors
2020
$23K
For grant recipient's exempt purposes
2020
$15K
SENIOR NUTRITION PROGRAM AT FLORENCE SYLVESTER MEMORIAL SENIOR CENTER
2020
$15K
FUNDING TO UNDERWRITE 335 HOURS OF CASE MANAGEMENT FOR 15 TO 20 OLDER ADULTS EXPERIENCING HIGH NEEDS.
2020
$11K
PUBLIC, SOCIETAL BENEFIT
2020
$10K
SENIOR SERVICES
2020
$10K
PROVIDING CRITICAL PROGRAMS & SERVICES LIKE MEALS ON WHEELS TO HOMEBOUND SENIORS.
2020
$10K
ORGANIZATION'S MISSION
2020
$10K
MEDITATION EDUCATION
2020
$10K
GENERAL ASSISTANCE
2020
$8K
UNRESTRICTED GIFT TO BE USED FOR GENERAL CHARITABLE PURPOSES OF THE ORGANIZATION
2020
$8K
GENERIC GRANT APPLICATION
2020
$5K
SUPPORT OF PROGRAM
2020
$5K
HEALTH AND HUMAN SERVICES
2020
$5K
COVID 19 SUPORT
2020
$5K
COVID-19 ASSISTANCE FOR SENIORS
2020
$4K
ELDERLY NUTRITION PROGRAM - COVID19 RESPONSE
2020
$3K
Social Services
2020
$3K
CHARITABLE
2020
$500
To provide resources to Orange County older adults which support their independence and promote their health and well being
2020
$301K
food distribution
2019
$43K
Senior Transportation in Laguna Hills area
2019
$20K
MEALS-ON-WHEELS PROGRAM
2019
$15K
PROVIDING CRITICAL PROGRAMS & SERVICES LIKE MEALS ON WHEELS TO HOMEBOUND SENIORS.
2019
$10K
PROVIDING CRITICAL PROGRAMS & SERVICES LIKE MEALS ON WHEELS TO HOMEBOUND SENIORS.
2019
$10K
Program Support
2019
$10K
EDUCATION
2019
$6K
For grant recipient's exempt purposes
2019
$5K
Program Support
2019
$5K
PROVIDING CRITICAL PROGRAMS & SERVICES LIKE MEALS ON WHEELS TO HOMEBOUND SENIORS.
2019
$3K
Program Support
2019
$110K
MEALS ON WHEELS & ADULT DAY CARE
2018
$25K
MEALS ON WHEELS
2018
$20K
PROVIDING CRITICAL PROGRAMS & SERVICES LIKE MEALS ON WHEELS TO HOMEBOUND SENIORS.
2018
$10K
MEALS-ON-WHEELS PROGRAM - INDEPENDENCE FOR SENIORS/ELDERLY
2018
$8K
ASSISTANCE
2018
$12K
Sponsorship of multiple events
2017
$10K
Health and Human Svc
2017
$7K
Senior Ball to support Seniors in Laguna Hills area
2017

Funded by

$2.9M from 38 funders · 103 grants · 2017–2024

Family Assistance Ministries

$606K · 3 grants · 2019–2022

The Foundation Of Laguna Woods Village

$421K · 6 grants · 2018–2024

Hoag Memorial Hospital Presbyterian

$350K · 4 grants · 2020–2024

O L Halsell Foundation

$205K · 7 grants · 2018–2024

H & H Lee Charitable Foundation

$190K · 4 grants · 2021–2024

Meals On Wheels America

$184K · 3 grants · 2020–2024

Memorial Health Services Group Return

$150K · 8 grants · 2017–2023

The Zyman Foundation Inc

$89K · 1 grant · 2023

Details

EIN931163563
NTEE codeZ99
Subsection03
Ruling date1999-10
Formed1995
Employees117
Volunteers775
AGE WELL SENIOR SERVICES INC — Mission, Financials & Grants Received | Grantivo