Civic Intelligence

Bristol Aging & Wellness Inc.

990 • Fiscal year 2014 • EIN 04-2545767

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 04, 2015

Organization ProfileWWW.BRISTOLELDER.ORG

View Organization Page

1 Father Devalles Blvd Unit 8Fall River, MA 02723

(508) 675-2105

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

48th percentile

0.26x

Higher debt load relative to assets than 48% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

20th percentile

0.10x

Higher debt load relative to revenue than 20% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Net Margin

50th percentile

3.5%

Higher net margin than 50% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

23rd percentile

$151,443

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Asset Growth

84th percentile

17%

Faster asset growth than 84% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

72nd percentile

13%

Faster revenue growth than 72% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$9,849,401

Up $1,436,618 (+17%) from 2013

Net Assets

Up

$7,307,699

Up $921,475 (+14%) from 2013

Liabilities

Up

$2,541,702

Up $515,143 (+25%) from 2013

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin50th percentile

Revenue

Up

$26,422,543

Up $3,102,698 (+13%) from 2013

Expenses

Up

$25,501,068

Up $2,090,949 (+8.9%) from 2013

Net Income

Up

$921,475

Up $1,011,749 (+1121%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40M$30M$20M$10M$0Assets 2011: $8,373,837Liabilities 2011: $2,084,659Net Assets 2011: $6,289,1782011Assets 2012: $8,543,255Liabilities 2012: $2,066,757Net Assets 2012: $6,476,4982012Assets 2013: $8,412,783Liabilities 2013: $2,026,559Net Assets 2013: $6,386,2242013Assets 2014: $9,849,401Liabilities 2014: $2,541,702Net Assets 2014: $7,307,6992014Assets 2015: $11,803,141Liabilities 2015: $3,026,649Net Assets 2015: $8,776,4922015Assets 2016: $12,337,701Liabilities 2016: $2,480,365Net Assets 2016: $9,857,3362016Assets 2017: $12,844,320Liabilities 2017: $2,942,878Net Assets 2017: $9,901,4422017Assets 2018: $14,859,844Liabilities 2018: $4,425,794Net Assets 2018: $10,434,0502018Assets 2019: $14,291,860Liabilities 2019: $2,750,486Net Assets 2019: $11,541,3742019Assets 2020: $16,201,935Liabilities 2020: $3,041,547Net Assets 2020: $13,160,3882020Assets 2021: $19,972,331Liabilities 2021: $3,025,681Net Assets 2021: $16,946,6502021Assets 2022: $23,803,109Liabilities 2022: $5,551,755Net Assets 2022: $18,251,3542022Assets 2023: $26,470,695Liabilities 2023: $5,438,021Net Assets 2023: $21,032,6742023Assets 2024: $29,633,737Liabilities 2024: $4,586,915Net Assets 2024: $25,046,8222024Assets 2025: $35,594,373Liabilities 2025: $5,165,049Net Assets 2025: $30,429,3242025

Highlighted filing

2014

Assets$9,849,401
Liabilities$2,541,702
Net Assets$7,307,699
Open 2014 Filing

Operations Trend

Revenue Growth72nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0-$20MRevenue 2011: $19,776,830Expenses 2011: $19,000,783Net Income 2011: $776,0472011Expenses 2012: $21,677,4312012Revenue 2013: $23,319,845Expenses 2013: $23,410,119Net Income 2013: -$90,2742013Revenue 2014: $26,422,543Expenses 2014: $25,501,068Net Income 2014: $921,4752014Revenue 2015: $29,582,933Expenses 2015: $28,114,140Net Income 2015: $1,468,7932015Revenue 2016: $31,837,579Expenses 2016: $30,564,672Net Income 2016: $1,272,9072016Revenue 2017: $32,244,281Expenses 2017: $31,774,143Net Income 2017: $470,1382017Revenue 2018: $33,336,342Expenses 2018: $32,433,154Net Income 2018: $903,1882018Revenue 2019: $34,652,535Expenses 2019: $33,545,211Net Income 2019: $1,107,3242019Revenue 2020: $34,863,854Expenses 2020: $33,240,676Net Income 2020: $1,623,1782020Revenue 2021: $36,351,308Expenses 2021: $32,565,046Net Income 2021: $3,786,2622021Revenue 2022: $36,848,253Expenses 2022: $35,259,595Net Income 2022: $1,588,6582022Revenue 2023: $41,021,483Expenses 2023: $38,453,783Net Income 2023: $2,567,7002023Revenue 2024: $49,042,275Expenses 2024: $44,655,484Net Income 2024: $4,386,7912024Revenue 2025: $55,692,222Expenses 2025: $49,749,810Net Income 2025: $5,942,4122025

Highlighted filing

2014

Revenue$26,422,543
Expenses$25,501,068
Net Income$921,475
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 4, 2015
Return Version
2013v4.0
Gross Receipts
$26,422,543
Mission and Program Overview

Mission

Founded in 1973, bristol aging & wellness, inc. Is a private non-profit corporation, designated as an aging services access point and an area agency on aging. Bristol serves as the entry point for elder services in southeastern massachusetts.

The agency provides comprehensive services to elders in the towns of attleboro, berkley, dighton, fall river, freetown, mansfield, north attleboro, norton, raynham, rehoboth, seekonk, somerset, swansea, taunton and westport.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$4,008,189$4,761,212▲ $753,023
Investments in Publicly Traded Securities$2,303,169$2,578,929▲ $275,760
Savings and Temporary Cash Investments$1,993,436$2,284,208▲ $290,772
Prepaid Expenses and Deferred Charges$40,605$127,442▲ $86,837
Land, Buildings, and Equipment, Net$53,993$84,220▲ $30,227
Cash and Non-Interest-Bearing Accounts$13,391$13,390▼ $1
Total Assets$8,412,783$9,849,401▲ $1,436,618
Liabilities
Accounts Payable and Accrued Expenses$1,818,828$2,330,117▲ $511,289
Deferred Revenue$207,731$211,585▲ $3,854
Total Liabilities$2,026,559$2,541,702▲ $515,143
Net Assets / Fund Balance
Unrestricted Net Assets$6,377,012$7,271,711▲ $894,699
Temporarily Rstr Net Assets$9,212$35,988▲ $26,776
Total Net Assets Fund Balance$6,386,224$7,307,699▲ $921,475
Total Liabilities and Net Assets / Fund Balance$8,412,783$9,849,401▲ $1,436,618

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$7,652$97,729$105,381
Equipment$26,097$79,269$105,366
Leasehold Improvements$50,471$28,094$78,565
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nancy MunsonExecutive DirectorFT$138,699$12,744$151,443
Julia KleinDirector of ProgramsFT$110,000$16,684$126,684
Denise DominFiscal DirectorFT$98,184$10,625$108,809
Karen StatserDirector of ProgramsFT$90,285$5,050$95,335

Board Members and Trustees

NameTitle
Sonia WalgreenPresident
Joyce CockeVice President
Ann FreitasDirector
Bradley MarshallDirector
Christine StockleyDirector
Cindy CardozaDirector
Daniel PritchardDirector
David SullivanDirector
Guy BoulayDirector
Julie M AlmondDirector
Kim SmithDirector
Kim TrahanDirector
Mitchell ZahnDirector
Raymond McandrewsDirector
Sharon PeroDirector
TED O'BRIENDirector
Virginia RouthierDirector
Yvette ManciniDirector
Donna BenoitSecretary
Paul PinsonnaultTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$19,681,538
Program Service Revenue
$6,438,558
Investment Income
$302,447
Other Revenue
$0
All Other Contributions
$1,341,258
Change in Net Assets
$921,475
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$15,744,059
Salaries, Compensation, and Employee Benefits$8,281,239
Other Expenses$1,475,770
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$15,429,988--$15,429,988
Other Salaries and Wages$6,439,368$46,795-$6,486,163
Payroll Taxes$546,843$53,403-$600,246
Current Officers, Directors, Trustees, and Key Employees-$520,123-$520,123
Other Employee Benefits$417,411$26,092-$443,503
Occupancy$145,960$195,512-$341,472
Grants to Domestic Orgs$314,071--$314,071
Travel$294,307$4,423-$298,730
Office Expenses$192,790$54,779-$247,569
Pension Plan Contributions$208,954$22,250-$231,204
Information Technology$153,597$17,582-$171,179
Conferences and Meetings$56,049$6,120-$62,169
Advertising$37,851$3,149-$41,000
Fees for Services Accounting-$36,000-$36,000
Insurance-$25,094-$25,094
All Other Expenses$15,863$1,729-$17,592
Other Expenses$17,369$17,310-$17,369
Depreciation Depletion$15,266$1,481-$16,747
Fees for Services Legal-$11,610-$11,610
Fees for Services Management-$5,354-$5,354
Total Functional Expenses$24,442,846$1,058,222$0$25,501,068
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
04-2622121-501 C 3Long Term Care Options$75,981
04-2939676--Long Term Care Options$70,555
04-2607691-501 C 3Elder Legal Assistance$50,000
04-3035697-501 C 3Elder Mental Health Services$20,199
---Adrc$13,224
---Mental Health Services$9,816
04-2104868-501 C 3Elder Mental Health Services$9,058
22-2543620-501 C 3Elder Mental Health Services$8,667
04-3147707-501 C 3Elder Transportation$7,629
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The form 990 is reviewed by the fiscal officer as well as the signing officer. The board reviews the return at its scheduled meeting.”

Form 990, Part VI, Section B, Line 12C

“The ceo develops a list each year and refers to it during discussions that could give rise to conflicts. All members who may have a conflict of interest are asked to leave the discussion/vote.”

Form 990, Part VI, Section B, Line 15

“The board approves compensation and step increases for the ceo. A pay grid is used for key employees, subject to ceo approval.”

Form 990, Part VI, Section C, Line 19

“The governing documents, financial statements, and conflict of interest policies are available upon request.”

Filing and Contact Details

Filer

EIN
04-2545767
Phone
5086752105

Signing Officer

Name
Nancy Munson
Title
Executive Director
Phone
5086752101
Signed
2015-02-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nancy Munson
Formed
1973
Legal Domicile
Ma
Voting Board Members
23
Independent Board Members
23
Employees
262
Volunteers
12

Preparer

Preparer
Ryan Damaso
Phone
5087596761
Raw XML AppendixShowing 400 of 657 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20138699
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2198184
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2290285
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt23110000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/TitleTxt0SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21FISCAL DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR OF PROGRAMS
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR OF PROGRAMS
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01973
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt023
IRS990/GovernmentGrantsAmt018340280
IRS990/GrantAmt010255679
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt015429988
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt015429988
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0314071
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0314071
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt026422543
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt023
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt017582
IRS990/InformationTechnologyGrp/ProgramServicesAmt0153597
IRS990/InformationTechnologyGrp/TotalAmt0171179
IRS990/InsuranceGrp/ManagementAndGeneralAmt025094
IRS990/InsuranceGrp/TotalAmt025094
IRS990/InvestmentIncomeGrp/ExclusionAmt0302447
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0302447
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02303169
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02578929
IRS990/IRPDocumentCnt015
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0205092
IRS990/LandBldgEquipBasisNetGrp/BOYAmt053993
IRS990/LandBldgEquipBasisNetGrp/EOYAmt084220
IRS990/LandBldgEquipCostOrOtherBssAmt0289312
IRS990/LegalDomicileStateCd0MA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0FOUNDED IN 1973, BRISTOL ELDER SERVICES, INC. IS A PRIVATE NON-PROFIT CORPORATION, DESIGNATED AS AN AGING SERVICES ACCESS POINT AND AN AREA AGENCY ON AGING. BRISTOL SERVES AS THE ENTRY POINT FOR ELDER SERVICES IN SOUTHEASTERN MASSACHUSETTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt06386224
IRS990/NetAssetsOrFundBalancesEOYAmt07307699
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0195512
IRS990/OccupancyGrp/ProgramServicesAmt0145960
IRS990/OccupancyGrp/TotalAmt0341472
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt054779
IRS990/OfficeExpensesGrp/ProgramServicesAmt0192790
IRS990/OfficeExpensesGrp/TotalAmt0247569
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt026092
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0417411
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0443503
IRS990/OtherExpensesGrp/Desc0FOOD
IRS990/OtherExpensesGrp/Desc1CONSULTING
IRS990/OtherExpensesGrp/Desc2DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3BAD DEBTS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt09416
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt117310
IRS990/OtherExpensesGrp/ProgramServicesAmt0118709
IRS990/OtherExpensesGrp/ProgramServicesAmt137815
IRS990/OtherExpensesGrp/ProgramServicesAmt2635
IRS990/OtherExpensesGrp/ProgramServicesAmt317369
IRS990/OtherExpensesGrp/TotalAmt0118709
IRS990/OtherExpensesGrp/TotalAmt147231
IRS990/OtherExpensesGrp/TotalAmt217945
IRS990/OtherExpensesGrp/TotalAmt317369
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt046795
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt06439368
IRS990/OtherSalariesAndWagesGrp/TotalAmt06486163
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt053403
IRS990/PayrollTaxesGrp/ProgramServicesAmt0546843
IRS990/PayrollTaxesGrp/TotalAmt0600246
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt022250
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0208954
IRS990/PensionPlanContributionsGrp/TotalAmt0231204
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt040605
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0127442
IRS990/PrincipalOfficerNm0NANCY MUNSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0621610
IRS990/ProgramServiceRevenueGrp/BusinessCd1621610
IRS990/ProgramServiceRevenueGrp/Desc0MEDICARE/MEDICAID
IRS990/ProgramServiceRevenueGrp/Desc1CLIENT FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt05764368
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1674190
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt05764368
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1674190
IRS990/ProgSrvcAccomActy2Grp/Desc0SENIOR WHOLE HEALTH PROVIDES A HEALTH PLAN FOR LOW-INCOME SENIORS WHO QUALIFY FOR BOTH MEDICARE AND MEDICAID. 1429 CLIENTS SERVED
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt06162089
IRS990/ProgSrvcAccomActy2Grp/GrantAmt04917378
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt05764367
IRS990/ProgSrvcAccomActy3Grp/Desc0TITLE III: COMMUNITY BASED PROGRAMS AND MEALS ON WHEELS. 6510 MEALS SERVED.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01909882
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0200259
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0192933
IRS990/ProgSrvcAccomActyOtherGrp/Desc0SOCIAL SERVICES TO APPROXIMATELY 2,239 ELDERLY CLIENTS.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt02896218
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt0370743
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt016965067
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt014071768
IRS990/PYInvestmentIncomeAmt0169284
IRS990/PYOtherExpensesAmt00
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt06185494
IRS990/PYRevenuesLessExpensesAmt01667642
IRS990/PYSalariesCompEmpBnftPaidAmt07580435
IRS990/PYTotalExpensesAmt021652203
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt023319845
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0921475
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,849,401
Liabilities
$2,541,702
Net assets
$7,307,699
Revenue
$26,422,543
Expenses
$25,501,068
Net income
$921,475
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$35.6$5.17$30.4$55.7$49.7$5.94
2024Detailed filing. Detailed filing data is available for this year.$29.6$4.59$25.0$49.0$44.7$4.39
2023Detailed filing. Detailed filing data is available for this year.$26.5$5.44$21.0$41.0$38.5$2.57
2022Detailed filing. Detailed filing data is available for this year.$23.8$5.55$18.3$36.8$35.3$1.59
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.0$3.03$16.9$36.4$32.6$3.79
2020Detailed filing. Detailed filing data is available for this year.$16.2$3.04$13.2$34.9$33.2$1.62
2019Detailed filing. Detailed filing data is available for this year.$14.3$2.75$11.5$34.7$33.5$1.11
2018Detailed filing. Detailed filing data is available for this year.$14.9$4.43$10.4$33.3$32.4$0.90
2017Detailed filing. Detailed filing data is available for this year.$12.8$2.94$9.90$32.2$31.8$0.47
2016Detailed filing. Detailed filing data is available for this year.$12.3$2.48$9.86$31.8$30.6$1.27
2015Detailed filing. Detailed filing data is available for this year.$11.8$3.03$8.78$29.6$28.1$1.47
2014Detailed filing. Detailed filing data is available for this year.$9.85$2.54$7.31$26.4$25.5$0.92
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.41$2.03$6.39$23.3$23.4$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.54$2.07$6.48$21.7
2011Summary only. Only limited summary data is available for this year.$8.37$2.08$6.29$19.8$19.0$0.78