Public Charity

Age Well Senior Services Inc

Based in Lake Forest, CA, Age Well Senior Services Inc operates as a Public Charity. The organization reported $8.6M in revenue, $9.5M in expenses, $15.9M in total assets for fiscal year 2025. Imperigo tracks 79 reported grant relationships connected to this organization totaling approximately $2.5M.

EIN: 931163563 Lake Forest, CA Latest filing: 2025
Total Revenue$8.6M
Total Expenses$9.5M
Total Assets$15.9M
Grant Records79
Funding Total$2.5M
Filing Years2021–2025

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.

Where $100 goes at Age Well Senior Services Inc

How Age Well Senior Services Inc divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.

$85 Programs the work itself
$13 Management running the organization
$2 Fundraising raising the next dollar

Inside the $85 for programs

$54
TITLE III CONGREGATE MEALS/HOME-DELIVERED MEALS
63% of program spending · Reported in the filing: 450,099 meals; 1,413 seniors; 100,017 meals
$28
TRANSPORTATION SERVICES
33% of program spending · Reported in the filing: 88 clients
$3
Case Management
4% of program spending · Reported in the filing: 1,060 hours of case; 564 hours of in-home
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Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Officers & Directors

Board Member Bob Stegner
PRESIDENT Brent Lauer
Vice President OF OPERATIONS Jaci Svensson
VICE PRESIDENT Joseph Mcknight
Immediate Past President Marlene Bridges
SECRETARY Ray Chicoine

Officer compensation and complete director data available with membership.

Top Grant Purposes

Food Assistance & Nutrition
$1,368,408 23 grants
General Support
$414,040 23 grants
Human & Social Services
$191,237 13 grants
Health & Medicine
$88,750 4 grants
Fundraising & Sponsorship
$65,860 4 grants

Financial Trends

Year Revenue Expenses Assets
2025 $8.6M $9.5M $15.9M
2024 $16.7M $8.5M $16.9M
2023 $8.4M $13.1M $8.0M
2022 $8.4M $7.4M $12.3M
2021 $25.8M $17.1M $12.6M

Between 2021 and 2025, reported annual revenue declined from $25.8M to $8.6M (-67%), with total assets most recently reported at $15.9M.

Interactive year-over-year charts and full filing details available with membership.

See the full picture for Age Well Senior Services Inc

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