ZUnclassifiedEIN: 931163563· Ruling Year: 1999

Age Well Senior Services Inc

Lake Forest, California

BHealth Score
56B

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Above Average

How This Organization Compares

Compared to 22 peers in Unclassified with $1M-$10M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org0.41×
Peer Median15.40×
💰
$8.4M
Total Revenue
📊
$13.1M
Total Expenses
🏦
$5.4M
Net Assets
📋
$2.7M
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-0.4%
Year-over-year change (2022 → 2023)
Net Margin
-57.0%
Revenue minus expenses as % of revenue
Working Capital Ratio
0.41
Net assets divided by total expenses
Liabilities-to-Assets
33.2%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$8,353,151$13,110,71377%$8,031,67834%
2022$8,383,10768%$7,415,16057%$12,253,5393%
2021$25,825,465272%$17,076,491153%$12,648,554182%
2020$6,944,15425%$6,748,2653%$4,482,19940%
2019$5,546,93228%$6,945,3192%$3,204,70318%
2018$7,695,01833%$7,055,4395%$3,901,77415%
2017$5,779,69425%$6,715,71911%$3,403,4329%
2016$7,674,19013%$7,582,7509%$3,748,37416%
2015$8,854,5359%$8,337,6826%$4,463,06225%
2014$8,106,31519%$7,861,46314%$3,560,3017%
2013$6,795,8183%$6,902,5549%$3,315,1885%
2012$7,038,1971%$7,625,6854%$3,476,39818%
2011$7,120,005$7,354,006$4,242,449

Frequently Asked Questions

What does Age Well Senior Services Inc do?

Age Well Senior Services Inc is a unclassified nonprofit organization based in California. It is classified under NTEE code Z99 and is registered as a 501(c) tax-exempt organization with the IRS.

Is Age Well Senior Services Inc financially healthy?

Based on our 9-metric Financial Health Score model, Age Well Senior Services Inc has a score of 56/100 (Grade: B). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.

How much revenue does Age Well Senior Services Inc generate?

Age Well Senior Services Inc reports $8.6M in annual revenue and holds $15.9M in total assets, based on IRS filings.

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