Civic Intelligence

Bristol Aging & Wellness Inc.

990 • Fiscal year 2015 • EIN 04-2545767

Jul 01, 2014 to Jun 30, 2015 • Filed on Feb 04, 2016

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.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

21st percentile

0.10x

Higher debt load relative to revenue than 21% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Net Margin

54th percentile

5.0%

Higher net margin than 54% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Top Officer Pay

29th percentile

$171,102

Higher top officer pay than 29% of similar nonprofits.

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

2015 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2015

Asset Growth

87th percentile

20%

Faster asset growth than 87% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

70th percentile

12%

Faster revenue growth than 70% of similar nonprofits.

2015 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$11,803,141

Up $1,953,740 (+20%) from 2014

Net Assets

Up

$8,776,492

Up $1,468,793 (+20%) from 2014

Liabilities

Up

$3,026,649

Up $484,947 (+19%) from 2014

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin54th percentile

Revenue

Up

$29,582,933

Up $3,160,390 (+12%) from 2014

Expenses

Up

$28,114,140

Up $2,613,072 (+10%) from 2014

Net Income

Up

$1,468,793

Up $547,318 (+59%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth87th 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

2015

Assets$11,803,141
Liabilities$3,026,649
Net Assets$8,776,492
Open 2015 Filing

Operations Trend

Revenue Growth70th 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

2015

Revenue$29,582,933
Expenses$28,114,140
Net Income$1,468,793
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Feb 4, 2016
Return Version
2014v6.0
Gross Receipts
$29,582,933
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$4,761,212$5,023,514▲ $262,302
Savings and Temporary Cash Investments$2,284,208$3,903,491▲ $1,619,283
Investments in Publicly Traded Securities$2,578,929$2,650,832▲ $71,903
Prepaid Expenses and Deferred Charges$127,442$136,111▲ $8,669
Land, Buildings, and Equipment, Net$84,220$89,193▲ $4,973
Cash and Non-Interest-Bearing Accounts$13,390$0▼ $13,390
Total Assets$9,849,401$11,803,141▲ $1,953,740
Liabilities
Accounts Payable and Accrued Expenses$2,330,117$2,815,116▲ $484,999
Deferred Revenue$211,585$211,533▼ $52
Total Liabilities$2,541,702$3,026,649▲ $484,947
Net Assets / Fund Balance
Unrestricted Net Assets$7,271,711$8,728,720▲ $1,457,009
Temporarily Rstr Net Assets$35,988$47,772▲ $11,784
Total Net Assets Fund Balance$7,307,699$8,776,492▲ $1,468,793
Total Liabilities and Net Assets / Fund Balance$9,849,401$11,803,141▲ $1,953,740

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$18,121$86,561$104,682
Leasehold Improvements$66,430$37,205$103,635
Equipment$4,642$90,390$95,032
Compensation and Service Providers
Top Officer Pay29th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nancy MunsonExecutive DirectorFT$157,527$13,575$171,102
Denise DominFiscal DirectorFT$127,883$12,168$140,051
Julia KleinDirector of ProgramsFT$122,256$17,284$139,540
Karen StatserDirector of ProgramsFT$94,020$5,231$99,251

Board Members and Trustees

NameTitle
Joyce CockeChairperson
Donna BenoitVice Chairperson
Christine StockleyDirector
Cindy CardozaDirector
Daniel PritchardDirector
David SullivanDirector
Debra BrowerDirector
Guy BoulayDirector
Joseph SheppardDirector
Kim TrahanDirector
MICHELLE D'ALLESANDRODirector
Marion BowerDirector
Michelle BullockDirector
Mitchell ZahnDirector
Paul PinsonnaultDirector
Raymond McandrewsDirector
Sharon PeroDirector
Sonia WalgreenDirector
TED O'BRIENDirector
Virginia RouthierDirector
Yvette ManciniDirector
Ann FreitasSecretary
Julie M AlmondTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$21,892,453
Program Service Revenue
$7,597,195
Investment Income
$93,285
Other Revenue
$0
All Other Contributions
$1,615,970
Change in Net Assets
$1,468,793

Audited Revenue Reconciliation

Revenue per Audited Statements
$29,582,933
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$29,582,933
Total Revenue per Form 990
$29,582,933
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$17,849,696
Salaries, Compensation, and Employee Benefits$8,792,682
Other Expenses$1,471,762
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$17,344,014--$17,344,014
Other Salaries and Wages$6,826,977$21,537-$6,848,514
Payroll Taxes$559,374$41,821-$601,195
Current Officers, Directors, Trustees, and Key Employees-$548,762-$548,762
Other Employee Benefits$476,243$29,463-$505,706
Grants to Domestic Orgs$505,682--$505,682
Occupancy$182,244$238,032-$420,276
Office Expenses$185,004$150,470-$335,474
Travel$305,742$5,602-$311,344
Pension Plan Contributions$264,215$24,290-$288,505
Information Technology$73,167$6,922-$80,089
Advertising$36,290$2,013-$38,303
Fees for Services Accounting-$37,000-$37,000
Insurance-$32,267-$32,267
Other Expenses$23,222$22,973-$23,222
Depreciation Depletion$18,320$1,777-$20,097
Fees for Services Legal-$11,928-$11,928
All Other Expenses$8,643$3,198-$11,841
Conferences and Meetings$355$6,874-$7,229
Fees for Services Management-$5,416-$5,416
Total Functional Expenses$26,902,741$1,211,399$0$28,114,140

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$28,114,140
Total Expenses per Audited Statements$28,114,140
Total Expenses per Form 990$28,114,140
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Community Counseling of Bristol County IncTaunton, MA501 C 3Elder Mental Health Services$179,732
Coastline Elderly ServicesNew Bedford, MA501 C 3Long Term Care Options$128,835
Southeast Center for Independent Living IncFall River, MA501 C 3Long Term Care Options$111,261
South Coastal Counties Legal ServicesFall River, MA501 C 3Elder Legal Assistance$50,000
Old Colony Elderly ServicesBrockton, MA-Adrc$13,244
Center for Behavioral MedicineFall River, MA501 C 3Elder Mental Health Services$9,588
Healthcare Options IncAttleboro, MA501 C 3Elder Mental Health Services$8,000
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
Yes
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

Filer Name
Bristol Elder Services Inc
EIN
04-2545767
Phone
5086752105
Address
1 FATHER DEVALLES BLVD UNIT 8, FALL RIVER, MA 02723

Signing Officer

Name
Nancy Munson
Title
Executive Director
Phone
5086752101
Signed
2016-02-04
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
282
Volunteers
0

Preparer

Firm
Treeful Damaso Aniceto Inc
Address
258 MAIN STREET UNIT A-1, BUZZARDS BAY, MA 02532
Preparer
Ryan Damaso
Phone
5087596761
Raw XML AppendixShowing 400 of 676 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/PersonNm12ANN FREITAS
IRS990/Form990PartVIISectionAGrp/PersonNm13MITCHELL ZAHN
IRS990/Form990PartVIISectionAGrp/PersonNm14JULIE M ALMOND
IRS990/Form990PartVIISectionAGrp/PersonNm15GUY BOULAY
IRS990/Form990PartVIISectionAGrp/PersonNm16DAVID SULLIVAN
IRS990/Form990PartVIISectionAGrp/PersonNm17KIM TRAHAN
IRS990/Form990PartVIISectionAGrp/PersonNm18MARION BOWER
IRS990/Form990PartVIISectionAGrp/PersonNm19DEBRA BROWER
IRS990/Form990PartVIISectionAGrp/PersonNm20MICHELLE BULLOCK
IRS990/Form990PartVIISectionAGrp/PersonNm21MICHELLE D'ALLESANDRO
IRS990/Form990PartVIISectionAGrp/PersonNm22JOSEPH SHEPPARD
IRS990/Form990PartVIISectionAGrp/PersonNm23NANCY MUNSON
IRS990/Form990PartVIISectionAGrp/PersonNm24DENISE DOMIN
IRS990/Form990PartVIISectionAGrp/PersonNm25KAREN STATSER
IRS990/Form990PartVIISectionAGrp/PersonNm26JULIA KLEIN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt23157527
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt24127883
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2594020
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt26122256
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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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/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/TitleTxt0VICE CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24FISCAL DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR OF PROGRAMS
IRS990/Form990PartVIISectionAGrp/TitleTxt26DIRECTOR OF PROGRAMS
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01973
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt023
IRS990/GovernmentGrantsAmt020276483
IRS990/GrantAmt011157819
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt017344014
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt017344014
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0505682
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0505682
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt029582933
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt023
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt06922
IRS990/InformationTechnologyGrp/ProgramServicesAmt073167
IRS990/InformationTechnologyGrp/TotalAmt080089
IRS990/InsuranceGrp/ManagementAndGeneralAmt032267
IRS990/InsuranceGrp/TotalAmt032267
IRS990/InvestmentIncomeGrp/ExclusionAmt093285
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt093285
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02578929
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02650832
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0214156
IRS990/LandBldgEquipBasisNetGrp/BOYAmt084220
IRS990/LandBldgEquipBasisNetGrp/EOYAmt089193
IRS990/LandBldgEquipCostOrOtherBssAmt0303349
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/NetAssetsOrFundBalancesBOYAmt07307699
IRS990/NetAssetsOrFundBalancesEOYAmt08776492
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0238032
IRS990/OccupancyGrp/ProgramServicesAmt0182244
IRS990/OccupancyGrp/TotalAmt0420276
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0150470
IRS990/OfficeExpensesGrp/ProgramServicesAmt0185004
IRS990/OfficeExpensesGrp/TotalAmt0335474
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt029463
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0476243
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0505706
IRS990/OtherExpensesGrp/Desc0CONSULTING
IRS990/OtherExpensesGrp/Desc1BAD DEBTS
IRS990/OtherExpensesGrp/Desc2DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt021054
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt122973
IRS990/OtherExpensesGrp/ProgramServicesAmt063768
IRS990/OtherExpensesGrp/ProgramServicesAmt127986
IRS990/OtherExpensesGrp/ProgramServicesAmt21495
IRS990/OtherExpensesGrp/ProgramServicesAmt323222
IRS990/OtherExpensesGrp/TotalAmt084822
IRS990/OtherExpensesGrp/TotalAmt127986
IRS990/OtherExpensesGrp/TotalAmt224468
IRS990/OtherExpensesGrp/TotalAmt323222
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt021537
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt06826977
IRS990/OtherSalariesAndWagesGrp/TotalAmt06848514
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt041821
IRS990/PayrollTaxesGrp/ProgramServicesAmt0559374
IRS990/PayrollTaxesGrp/TotalAmt0601195
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt024290
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0264215
IRS990/PensionPlanContributionsGrp/TotalAmt0288505
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0127442
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0136111
IRS990/PrincipalOfficerNm0NANCY MUNSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0621610
IRS990/ProgramServiceRevenueGrp/BusinessCd1621610
IRS990/ProgramServiceRevenueGrp/Desc0MEDICARE/MEDICAID
IRS990/ProgramServiceRevenueGrp/Desc1CLIENT FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06877695
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1719500
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06877695
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1719500
IRS990/ProgSrvcAccomActy2Grp/Desc0SENIOR WHOLE HEALTH PROVIDES A HEALTH PLAN FOR LOW-INCOME SENIORS WHO QUALIFY FOR BOTH MEDICARE AND MEDICAID. 2016 CLIENTS SERVED
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt07123861
IRS990/ProgSrvcAccomActy2Grp/GrantAmt05790574
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt06695023
IRS990/ProgSrvcAccomActy3Grp/Desc0TITLE III: COMMUNITY BASED PROGRAMS AND MEALS ON WHEELS. 6510 MEALS SERVED.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01895217
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0169205
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0176735
IRS990/ProgSrvcAccomActyOtherGrp/Desc0SOCIAL SERVICES TO APPROXIMATELY 2,957 ELDERLY CLIENTS.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt03416349
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt0732098

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,803,141
Liabilities
$3,026,649
Net assets
$8,776,492
Revenue
$29,582,933
Expenses
$28,114,140
Net income
$1,468,793
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