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Nonprofit · EIN 22-2474636

AGE WELL INC

Also known as AGE WELL

Tax-exempt · COLCHESTER, VT 05446

Financials

$10.5M$10.5M2022$10.6M$10.9M2023$13.4M$13.9M2024
Revenue Expenses · by fiscal year end
Financials of AGE WELL INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990$13,399,762$13,854,842-$455,080$4,734,239$2,079,032$2,655,207
September 30, 2024990$10,627,135$10,942,860-$315,725$4,910,754$1,721,126$3,189,628
September 30, 2023990$10,538,785$10,510,886$27,899$4,989,243$1,654,203$3,335,040
Financial details: 990 for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$8,640,322
of which government grants
$7,395,922
Program service revenue
$4,414,420
Investment income
$224,597
Net gain from sales of assets
$169,407
Other revenue
$120,423

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$204,814
Other salaries and wages
$5,040,250
Salaries, compensation and benefits (total)
$7,215,129
Professional fundraising fees
$0
Accounting fees
$28,989
Occupancy
$261,354
Travel
$87,455
Depreciation
$90,074
Program services (functional)
$11,659,536
Management and general (functional)
$1,677,828
Fundraising (functional)
$517,478

Balance sheet and other

Total assets, start of year
$4,910,754
Total assets, end of year
$4,734,239
Total liabilities, end of year
$2,079,032
Net assets, end of year
$2,655,207
Land, buildings and equipment
$1,215,852
Publicly traded securities
$1,517,279
Net assets without donor restrictions
$2,620,299
Net assets with donor restrictions
$34,908
Gross receipts
$15,623,430
Employees
116
Volunteers
1,066
Year formed
1983
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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
JANE CATTONCEO
Officer
40$204,083$288
SARAH GENTRY TISCHLERPRESIDENT (START FY25)
Trustee or director, Officer
2$0$0
ALLAN MURRAY RAMSAY MD FACPPAST PRESIDENT
Trustee or director, Officer
2$0$0
MEAGAN BUCKLEYVICE PRESIDENT (START FY25)
Trustee or director, Officer
2$0$0
LEAH ZEIGLERTREASURER
Trustee or director, Officer
2$0$0
LIZ GAMACHESECRETARY (START FY25)
Trustee or director, Officer
2$0$0
JOAN LENESDIRECTOR
Trustee or director
2$0$0
GEORGE BEATODIRECTOR
Trustee or director
2$0$0
JOHN HAMMERDIRECTOR
Trustee or director
2$0$0
SARAH RUSSELLDIRECTOR
Trustee or director
2$0$0
PATRICK BROWNDIRECTOR
Trustee or director
2$0$0
DAN MCLEANDIRECTOR
Trustee or director
2$0$0
GLENN MCRAEDIRECTOR
Trustee or director
2$0$0
SUSAN MURRAYDIRECTOR (START FY25)
Trustee or director
2$0$0
PAUL REISSDIRECTOR (START FY25)
Trustee or director
2$0$0
1 more people on this return
NameTitleHours / weekCompensation
JODI FREIDIRECTOR (START FY25)
Trustee or director
2$0
990 for the year ended September 30, 2024: 16 people
NameTitleHours / weekCompensationOther / benefits
JANE CATTONCEO
Officer
40$193,888$1,500
ALLAN MURRAY RAMSAY MD FACPPRESIDENT
Trustee or director, Officer
2$0$0
SARAH GENTRY TISCHLERVICE-PRESIDENT
Trustee or director, Officer
2$0$0
LEAH ZEIGLERTREASURER
Trustee or director, Officer
2$0$0
MEAGAN BUCKLEYSECRETARY
Trustee or director, Officer
2$0$0
JOHN DAVIS CPA CFP CVADIRECTOR
Trustee or director
2$0$0
JOAN LENESDIRECTOR
Trustee or director
2$0$0
LIZ GAMACHEDIRECTOR
Trustee or director
2$0$0
LYNDA ULRICH DMDDIRECTOR
Trustee or director
2$0$0
RUTH WALLMANDIRECTOR
Trustee or director
2$0$0
GEORGE BEATODIRECTOR
Trustee or director
2$0$0
JOHN HAMMERDIRECTOR
Trustee or director
2$0$0
SARAH RUSSELLDIRECTOR
Trustee or director
2$0$0
PATRICK BROWNDIRECTOR
Trustee or director
2$0$0
DAN MCLEANDIRECTOR
Trustee or director
2$0$0
GLENN MCRAEDIRECTOR
Trustee or director
2$0$0
990 for the year ended September 30, 2023: 17 people
NameTitleHours / weekCompensationOther / benefits
JANE CATTONCEO
Officer
40$186,277$2,000
ALLAN MURRAY RAMSAY MD FACPPRESIDENT
Trustee or director, Officer
2$0$0
SARAH GENTRY TISCHLERVICE-PRESIDENT
Trustee or director, Officer
2$0$0
LEAH ZEIGLERTREASURER
Trustee or director, Officer
2$0$0
MEAGAN BUCKLEYSECRETARY
Trustee or director, Officer
2$0$0
JOHN DAVIS CPA CFP CVADIRECTOR
Trustee or director
2$0$0
JOAN LENESDIRECTOR
Trustee or director
2$0$0
LIZ GAMACHEDIRECTOR
Trustee or director
2$0$0
LYNDA ULRICH DMDDIRECTOR
Trustee or director
2$0$0
RUTH WALLMANDIRECTOR
Trustee or director
2$0$0
GEORGE BEATODIRECTOR
Trustee or director
2$0$0
JOHN HAMMERDIRECTOR
Trustee or director
2$0$0
SARAH RUSSELLDIRECTOR
Trustee or director
2$0$0
PATRICK BROWNDIRECTOR
Trustee or director
2$0$0
DAN MCLEANDIRECTOR
Trustee or director
2$0$0
CONNIE LEACHDIRECTOR (START 04/2023)
Trustee or director
2$0$0
GLENN MCRAEDIRECTOR (START 01/2023)
Trustee or director
2$0$0

Address and contacts

Address (IRS master file)
875 ROOSEVELT HWY STE 210, COLCHESTER, VT 05446-4460
Principal officer (990 for 2024)
AMY AHERN, 875 ROOSEVELT HIGHWAY 210, COLCHESTER, VT 05446
Signed the 990
AMY AHERN, DIRECTOR OF FINANCE
Phone
(802) 865-0360
Return prepared by
MCSOLEY MCCOY & CO

Mission

TO PROVIDE THE SUPPORT AND GUIDANCE THAT INSPIRES OUR COMMUNITY TO EMBRACE AGING WITH CONFIDENCE.

990 for the year ended September 30, 2025

Program accomplishments

  • AGE WELL PROVIDES ADVOCACY EFFORTS ON BEHALF OF SENIORS.
    Expenses $6,710,127 · revenue $4,120,767
  • AGE WELL PROVIDES INFORMATION TO SENIORS AND THEIR FAMILIES ON DIFFERENT PROGRAMS THAT ENABLE INDEPENDENT LIVING.
    Expenses $4,546,990 · revenue $414,076
  • 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.
    Expenses $402,419

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 September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 15, 2027Not due yet
2024September 30, 2025February 16, 2026990 on file
2023September 30, 2024February 17, 2025990 on file

IRS record

EIN
22-2474636
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
1983
Accounting year ends
September
Files
Form 990 or 990-EZ
Category (NTEE)
Human services (P81Z)
Assets (IRS master file)
$4,734,239
Income (IRS master file)
$15,623,430

Filing history

FormYear endedRevenueExpensesAssetsReturn
990September 2025$13,399,762$13,854,842$4,734,239XML
990September 2024$10,627,135$10,942,860$4,910,754XML
990September 2023$10,538,785$10,510,886$4,989,243XML
990September 2022$9,247,074$8,890,588$4,872,185IRS
990September 2021–––IRS
990September 2020–––IRS
990September 2019–––IRS
990September 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 22-2474636).

Questions about AGE WELL INC

What is the EIN of AGE WELL INC?
The employer identification number (EIN) of AGE WELL INC is 22-2474636.
Is AGE WELL INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1983.
Are donations to AGE WELL INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does AGE WELL 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 AGE WELL INC due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did AGE WELL INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended September 2025.
Who is the principal officer of AGE WELL INC?
The 990 for the year ended September 30, 2025 names AMY AHERN.
Who are the officers and directors of AGE WELL INC?
The 990 for the year ended September 30, 2025 lists 16 people; 1 received compensation from the organization, the highest $204,083 (JANE CATTON, CEO).
How much revenue does AGE WELL INC have?
On its 990 for the year ended September 30, 2025 it reported revenue of $13,399,762, expenses of $13,854,842 and total assets of $4,734,239 at year end.

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