Nonprofit · EIN 03-0358421
LIVING WELL GROUP INC
Tax-exempt · COLCHESTER, VT 05446
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $6,841,325 | $6,605,376 | $235,949 | $6,212,124 | $6,536,701 | -$324,577 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $93,955
- of which government grants
- $58,290
- Program service revenue
- $6,636,247
- Investment income
- -$58
- Net gain from sales of assets
- -$58
- Other revenue
- $111,181
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $166,923
- Other salaries and wages
- $4,085,482
- Salaries, compensation and benefits (total)
- $4,884,614
- Professional fundraising fees
- $0
- Accounting fees
- $8,000
- Occupancy
- $370,842
- Travel
- $12,188
- Depreciation
- $235,966
- Program services (functional)
- $5,649,811
- Management and general (functional)
- $955,565
Balance sheet and other
- Total assets, start of year
- $6,103,295
- Total assets, end of year
- $6,212,124
- Total liabilities, end of year
- $6,536,701
- Net assets, end of year
- -$324,577
- Land, buildings and equipment
- $5,408,674
- Net assets without donor restrictions
- -$324,577
- Gross receipts
- $6,841,383
- Employees
- 184
- Volunteers
- 4
- Year formed
- 2003
- State of legal domicile
- VT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| WENDY AUDETTE | EXECUTIVE DI Trustee or director, Officer | 40 | $166,923 | $0 |
| LORI MONTGOMERY | DIRECTOR OF Highest-paid employee | 40 | $136,824 | $10,787 |
| LISA AYER | DIR. OF OPER Highest-paid employee | 40 | $114,784 | $16,756 |
| JIM HOLWAY | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| TIM FORTUNE | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| ROBERT GOWANS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRISTOPHER TROMBLY LEFT 924 | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 261 MOUNTAIN VIEW DR STE 401, COLCHESTER, VT 05446-8047
- Principal officer (990 for 2024)
- WENDY AUDETTE, 261 MOUNTAIN VIEW DRIVE SUITE 401, COLCHESTER, VT 05446
- Signed the 990
- WENDY AUDETTE, EXECUTIVE DIRECTOR
- Phone
- (802) 658-1573
- Return prepared by
- JMM & ASSOCIATES PC
Mission
RESIDENT-FOCUSED CARING FOR ELDERS THAT PROMOTES WELL-BEING WITHIN A WIDE RANGE OF COMMUNITY CONNECTIONS.
Program accomplishments
- 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. LIVING WELL GROUP IS DEDICATED TO WHOLE-PERSON QUALITY CARE AND SUSTAINABLE PRACTICES. THE TWO LOCATIONS: ETHAN ALLEN RESIDENCE, BURLINGTON, VT SERVES UP TO 40 RESIDENTS AND HEATON WOODS RESIDENCE IN MONTPELIER, VT SERVES UP TO 51 RESIDENTS.Expenses $5,649,811 · revenue $6,636,247
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 03-0358421
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1999
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P50)
- Assets (IRS master file)
- $6,212,124
- Income (IRS master file)
- $6,841,383
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $6,334,182 | $6,559,456 | $6,103,295 | IRS |
| 990 | December 2022 | $5,602,377 | $6,097,328 | $6,538,874 | IRS |
| 990 | December 2021 | $5,820,072 | $6,159,898 | $7,357,011 | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about LIVING WELL GROUP INC
- What is the EIN of LIVING WELL GROUP INC?
- The employer identification number (EIN) of LIVING WELL GROUP INC is 03-0358421.
- Is LIVING WELL GROUP INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to LIVING WELL GROUP INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LIVING WELL GROUP INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LIVING WELL GROUP INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LIVING WELL GROUP INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of LIVING WELL GROUP INC?
- The 990 for the year ended December 31, 2024 names WENDY AUDETTE.
- Who are the officers and directors of LIVING WELL GROUP INC?
- The 990 for the year ended December 31, 2024 lists 7 people; 3 received compensation from the organization, the highest $166,923 (WENDY AUDETTE, EXECUTIVE DI).
- How much revenue does LIVING WELL GROUP INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $6,841,325, expenses of $6,605,376 and total assets of $6,212,124 at year end.
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