Nonprofit · EIN 93-1163563
AGE WELL SENIOR SERVICES INC
Tax-exempt · LAKE FOREST, CA 92630
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $8,581,461 | $9,478,846 | -$897,385 | $15,937,615 | $2,342,401 | $13,595,214 |
| June 30, 2024 | 990 | $16,668,247 | $8,502,653 | $8,165,594 | $16,855,551 | $3,023,222 | $13,832,329 |
| June 30, 2023 | 990 | $8,353,151 | $13,110,713 | -$4,757,562 | $8,031,678 | $2,667,549 | $5,364,129 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $7,870,434
- of which government grants
- $5,873,681
- Program service revenue
- $0
- Investment income
- $282,171
- Net rental income
- $12,400
- Net gain from sales of assets
- -$5,612
- Other revenue
- $428,856
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $367,797
- Other salaries and wages
- $2,916,995
- Salaries, compensation and benefits (total)
- $3,933,962
- Professional fundraising fees
- $0
- Legal fees
- $29,892
- Accounting fees
- $43,160
- Occupancy
- $137,574
- Travel
- $7,710
- Depreciation
- $288,195
- Program services (functional)
- $8,528,619
- Management and general (functional)
- $854,979
- Fundraising (functional)
- $95,248
Balance sheet and other
- Total assets, start of year
- $16,855,551
- Total assets, end of year
- $15,937,615
- Total liabilities, end of year
- $2,342,401
- Net assets, end of year
- $13,595,214
- Land, buildings and equipment
- $2,672,323
- Net assets without donor restrictions
- $4,474,516
- Net assets with donor restrictions
- $9,120,698
- Gross receipts
- $14,572,073
- Employees
- 116
- Volunteers
- 750
- Year formed
- 1995
- State of legal domicile
- CA
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STEVE MOYER | chief executive officer Officer | 40 | $206,347 | $14,624 |
| JACI SVENSSON | Vice President OF OPERATIONS Officer | 40 | $128,654 | $769 |
| BRENT LAUER | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| TED SANDERS | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| RAY CHICOINE | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| JOSEPH MCKNIGHT | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| Marlene Bridges | Immediate Past President Trustee or director | 1 | $0 | $0 |
| Bob Stegner | Board Member Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2024: 10 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| STEVE MOYER | CEO Officer | 40 | $207,145 | $9,317 |
| JACI SVENSSON | VP OF OPERATIONS Officer | 40 | $120,000 | $0 |
| BRENT LAUER | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| TED SANDERS | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| RAY CHICOINE | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| MARLENE BRIDGES | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| BOB BATES | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
| JOSEPH MCKNIGHT | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $0 |
| ROB SCHAEFFER | BOARD MEMBER1 Trustee or director | 1 | $0 | $0 |
| BOB STEGNER | BOARD MEMBER Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Steve Moyer | CEO Officer | 40 | $207,279 | $13,459 |
| Jaci Svensson | VP of Operations Officer | 40 | $114,489 | $3,175 |
| Brent Lauer | President Trustee or director, Officer | 1 | $0 | $0 |
| Ted Sanders | Treasurer Trustee or director, Officer | 1 | $0 | $0 |
| Ray Chicoine | Secretary Trustee or director, Officer | 1 | $0 | $0 |
| Marlene Bridges | Board Member Trustee or director | 1 | $0 | $0 |
| Bob Bates | Board Member Trustee or director | 1 | $0 | $0 |
| Joseph McKnight | Vice President Trustee or director, Officer | 1 | $0 | $0 |
| Rob Schaeffer | Board Member Trustee or director | 1 | $0 | $0 |
| Bob Stegner | Board Member Trustee or director | 1 | $0 | $0 |
| Anna T Boyce thru 072022 | Board Member Trustee or director | 1 | $0 | $0 |
| Jan Gameroz thru 072022 | Board Member Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 23101 LAKE CENTER DR STE 325, LAKE FOREST, CA 92630-2898
- In care of
- % MATTHEW OZUROVICH
- Principal officer (990 for 2024)
- Steve Moyer, 23101 Lake Center Drive 325, Lake Forest, CA 92630
- Signed the 990
- Steve Moyer, CEO
- Phone
- (949) 855-8033
- Website
- myagewell.org
- Return prepared by
- WITHUMSMITHBROWNPC
California records
California keeps its own records of charities and corporations. Search them by EIN 93-1163563 or by the name AGE WELL SENIOR SERVICES INC.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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.
Program accomplishments
- TITLE III CONGREGATE MEALS/HOME-DELIVERED MEALS: Served 450,099 Home-Delivered Meals to 1,413 seniors/elderly and 100,017 Congregate Meals to 2,058 seniors at 12 different locations throughout South Orange County.Expenses $5,073,455
- TRANSPORTATION SERVICES: Provided transportation to 18,700 medical appointments and 4,913 to congregate meal locations to 1,334 and 88 clients, respectively.Expenses $2,669,901
- Case Management: Provided 1,060 hours of case management and 564 hours of In-Home Supportive Services to 208 elderly through the Case Management Program.Expenses $296,264
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 93-1163563
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1999
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Unknown (Z99)
- Assets (IRS master file)
- $15,937,615
- Income (IRS master file)
- $14,572,073
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $8,581,461 | $9,478,846 | $15,937,615 | XML |
| 990 | June 2024 | $16,668,247 | $8,502,653 | $16,855,551 | XML |
| 990 | June 2023 | $8,353,151 | $13,110,713 | $8,031,678 | XML |
| 990 | June 2022 | $8,383,107 | $7,415,160 | $12,253,539 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 93-1163563).
Questions about AGE WELL SENIOR SERVICES INC
- What is the EIN of AGE WELL SENIOR SERVICES INC?
- The employer identification number (EIN) of AGE WELL SENIOR SERVICES INC is 93-1163563.
- Is AGE WELL SENIOR SERVICES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to AGE WELL SENIOR SERVICES INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does AGE WELL SENIOR SERVICES 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 SENIOR SERVICES INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did AGE WELL SENIOR SERVICES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of AGE WELL SENIOR SERVICES INC?
- The 990 for the year ended June 30, 2025 names Steve Moyer.
- Who are the officers and directors of AGE WELL SENIOR SERVICES INC?
- The 990 for the year ended June 30, 2025 lists 8 people; 2 received compensation from the organization, the highest $206,347 (STEVE MOYER, chief executive officer).
- How much revenue does AGE WELL SENIOR SERVICES INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $8,581,461, expenses of $9,478,846 and total assets of $15,937,615 at year end.
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