Vermont · Nonprofit
AGE WELL INC
AGE WELL INC (Vermont) receives grants from 47 organizations whose IRS filings report $2,303,675 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($469,402). 28 of them have funded it in more than one year.
- Revenue FY2025
- $13M
- Funders on record
- 47
- Grants received
- $2.3M
- Net assets
- $2.7M
What Age Well Inc does
Mission
To provide the support and guidance that inspires our community to embrace aging with confidence.
As stated on its FY2025 Form 990.
Programs
Age well provides advocacy efforts on behalf of seniors.
$6,710,127 spent$4,120,767 earned by the program58% of program spendingAge well provides information to seniors and their families on different programs that enable independent living.
$4,546,990 spent$414,076 earned by the program39% of program spendingAge 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.
$402,419 spent3% of program spending
The 3 programs described on its FY2024 Form 990, listed largest first by expense. Program spending in total: $11,659,536.
The organization over time
Each line starts at 100 in 2017, so what you read is the shape rather than the size: 150 means half as much again as 2017, 50 means half. The number beside each label in the key is where it ended. The shaded band is where the middle 50% of its peers' revenue would sit, given their growth.
Balance sheet
Total assets and total liabilities at each year end, in dollars. The largest one-year move in total assets was 2019 to 2020, from $3.9M to $4.9M (+27%).
How it's funded, over time
Each bar is one year's revenue split into where it came from, and every bar is the same height — these are shares, not amounts, so a year that raised twice as much looks the same size. Hover a bar for the split.
Government-grant reliance: 2017 70% · 2018 62% · 2019 66% · 2020 65% · 2021 68% · 2022 69% · 2023 70% · 2024 67% · 2025 55%. Grants only. Government contracts and fees sit inside program revenue.
64% of AGE WELL INC’s revenue is contributions — more donation-reliant than the typical peer (21% for the typical peer).
Surplus & reserves
Operating surplus or deficit each year, and months of liquidity in hand. 3 of the last 9 reported years ran a deficit.
reserve
Leadership and staff
The officers, directors, trustees and key employees listed on each return. Joined and no longer listed compare each filing with the year before, matching people by surname and first initial; a year after a gap, or a roster under three people, has no comparison.
Chief executive
Jane Catton
CEO
As listed on its FY2025 Form 990.
The chief executive listed changed between the FY2018 and FY2019 filings.
Who funds it, year by year
2017 → 2023: the base broadened from 7 funders to 21 funders, grant income rose $63k → $324k.
9 of 47 of your funders are donor-advised or pass-through sponsors (tagged DAF) — 48% of grant dollars received. That money is really individual donors directing a sponsor; the institutions to cultivate are the non-DAF funders.
From the IRS filings of AGE WELL INC’s funders (the co-funder graph). Top 30 of 47 funders by total. Association, not causation. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How concentrated its funding is
AGE WELL INC has a broad base — no single funder exceeds 20% of grant income, and it takes 4 funders to reach half.
the vertical line marks half of all grant income — 4 funders to its left
77% of the income these shares are computed over arrives through pass-through sponsors or from payers whose filings do not say what kind of payment it is. Concentration is still measured over all of it, because the money is real; what it does not support is a claim about how many institutions have chosen to fund AGE WELL INC.
Largest funder’s share by year: 2017 38% · 2018 54% · 2019 25% · 2020 18% · 2021 38% · 2022 20% · 2023 31% — diversifying over time.
“Effective funders” = inverse Herfindahl index (1 / Σ shareᵢ²) — the number of equal-sized funders that would give the same concentration. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
How long its funders stay
46% of AGE WELL INC's funders are still giving 3 years after their first grant; 60% give in more than one year at all.
Share of funders still giving k years after their first recorded grant, pooled across every acquisition cohort. A funder counts as retained in a year only if it made a grant that year. Measured to FY2023, the last fiscal year that has finished arriving — a funder cannot be counted as lapsed in a year most filers have not reached.
Where its funders are
77% of AGE WELL INC's grant income comes from Vermont funders.
In-state vs out-of-state, by year
Funder states come from each funder’s own filing. $1.1M arriving through sponsors registered in 8 states is excluded from the map and the split above: a sponsor holds money on a donor’s behalf, so its registered address would place those dollars somewhere no donor need ever have been. Trends are read to FY2023, the last fiscal year that has finished arriving. FY2024–FY2026 are still being filed and are shown unshaded; they do not move any figure on this page.
Against its field
AGE WELL INC has grown faster than three-quarters of the 2,297 human services nonprofits its size.
this organization peer median middle 50% of peers· 2,297 human services nonprofits $10M–$100M, FY2025
Government funding AGE WELL INC receives
Grants and contracts to this organization from federal (USASpending) and state checkbooks, reconciled to its EIN. $50.1M on record — $2.4M federal, $47.7M state.
- Corporation for National and Community Service$1.8M
- Department of Health and Human Services$600k
- AAA Area Plan Programs$41.2M
- DAIL Grants$2.2M
- Other Contr and 3rd Pty Serv$1.5M
- FS Outreach Prog$991k
- Alzheimer Respite$681k
- Refugee Resettlement Program$309k
Federal grants vs contracts are distinguished; state line items keep their reported category. Matched by name + geography (the BMF), so coverage is partial and precision-first.
Organizations like AGE WELL INC
Organizations whose mission and program text most resemble this one, by semantic similarity over every organization in the US filings — the closest peers, and often the clearest route to shared or prospective funders.
In Vermont
Nationally
Read directly from this organization’s own Form 990, as neutral context.
Where the money goes
84% of spending goes to programs.
Governance
Public support
99%
Share of support from the public (Schedule A) — the basis for its public-charity status.
Screen this organization
A dated, signed PDF of the compliance screen for AGE WELL INC: IRS status (Business Master File, Publication 78, auto-revocation), the OFAC sanctions lists, the Internal Revenue Bulletin, and California registration, with the Rev. Proc. 2018-32 §8.01 reliance elements stated element by element. Generated from the current files at the moment you download it.
Screens are triage, not determinations; a source that cannot be read reports not screened, never clear. Screen this nonprofit · How the screen works · on the API as GET /api/screening/{ein}?format=pdf
Questions and answers
- Who funds AGE WELL INC?
- AGE WELL INC (Vermont) receives grants from 47 organizations whose IRS filings report $2,303,675 to it, the largest being FIDELITY INVESTMENTS CHARITABLE GIFT FUND ($469,402). 28 of them have funded it in more than one year.
- How many funders does AGE WELL INC have?
- IRS filings report 47 organizations giving $2,303,675 in grants to AGE WELL INC, 28 of which have funded it in more than one year.
- Who is the largest funder of AGE WELL INC?
- FIDELITY INVESTMENTS CHARITABLE GIFT FUND is the largest funder on record, with $469,402 in grants. The full list of funders is on this page.
- How can an organization like AGE WELL INC find more funders?
- Start with the funders already giving here, then look at the foundations that back similar organizations in Vermont. The funding by cause and by state pages list the largest funders for a given area and how to approach them.
These figures are read directly from IRS Form 990 / 990-PF e-file XML: this organization’s own return for FY2025 (financials across 2017–2025), and the filings of 47 funders that report grants to it. “On record” means captured in the filings we have parsed — a funder that does not e-file, or whose grant detail is not itemized, will not appear. Filings run roughly 12–24 months behind. Trends on this page end at FY2023, the last fiscal year that has finished arriving; later years are shown and marked, and move no figure. Data on this page was exported October 14, 2026. What this page cannot tell you · view filing