Age Well Senior Services Inc

Lake Forest, CA, 92630 (949) 855-8033 Est. 1995 EIN 93-1163563
Z99 - Unknown 990 - Public charity return 501(c)(3)
myagewell.org

Mission

THE PURPOSE OF THE ORGANIZATION IS TO BE A SERVICE PROVIDER, A COMMUNITY RESOURCE, A CONSUMER ADVOCATE, AND A PROMOTER OF THE GENERAL WELFARE OF SENIOR CITIZENS IN SOUTH ORANGE COUNTY, CALIFORNIA. THE ORGANIZATION'S MISSION IS TO PROMOTE, ADVOCATE & IMPROVE THE QUALITY OF LIFE, DIGNITY & INDEPENDENCE OF THE ELDERLY.

Financials

Total Revenue
$8,581,461
Total Expenses
$9,478,846
Net Assets
$13,595,214
116 employees 750 volunteers
From latest filing (tax period ending 2025-06-30)

Financial Health

Operating Reserve
17.2 months Healthy
Net assets / monthly expenses
Year-over-Year Change
Revenue ↓ 48.5%
Expenses ↑ 11.5%
Revenue Sources
Contributions 91.7% Investment 3.3% Other 5.0%
Expense Breakdown
Program 90.0% Management 9.0% Fundraising 1.0%

Officers & Key Employees (8)

Individual compensation is available on Grow plans.

Grants Received (98)

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Filing History (7 filings)

YearRevenueExpensesNet Assets
2024 990 - Public charity return
Jul 1, 2024 to Jun 30, 2025
$8,581,461 ↓$9,478,846$13,595,214
2023 990 - Public charity return
Jul 1, 2023 to Jun 30, 2024
$16,668,247 ↑$8,502,653$13,832,329
2022 990 - Public charity return
Jul 1, 2022 to Jun 30, 2023
$8,353,151 ↓$13,110,713$5,364,129
2021 990 - Public charity return
Jul 1, 2021 to Jun 30, 2022
$8,383,107 ↓$7,415,160$9,722,031
2020 990 - Public charity return
Jul 1, 2020 to Jun 30, 2021
$25,825,465 ↑$17,076,491$10,165,655
2019 990 - Public charity return
Jul 1, 2019 to Jun 30, 2020
$6,944,154 ↓$6,748,265$1,275,751
2017 990 - Public charity return
Jul 1, 2017 to Jun 30, 2018
$7,695,018 $7,055,439$2,515,650

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EIN: 93-1163563 · Source: IRS Form 990 e-file data