Civic Intelligence

Bristol Aging & Wellness Inc.

990 • Fiscal year 2016 • EIN 04-2545767

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 18, 2017

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

43rd percentile

0.20x

Higher debt load relative to assets than 43% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

16th percentile

0.08x

Higher debt load relative to revenue than 16% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Net Margin

57th percentile

4.0%

Higher net margin than 57% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

32nd percentile

$183,660

Higher top officer pay than 32% of similar nonprofits.

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

2016 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2016

Asset Growth

59th percentile

4.5%

Faster asset growth than 59% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

65th percentile

7.6%

Faster revenue growth than 65% of similar nonprofits.

2016 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$12,337,701

Up $534,560 (+4.5%) from 2015

Net Assets

Up

$9,857,336

Up $1,080,844 (+12%) from 2015

Liabilities

Down

$2,480,365

Down $546,284 (-18%) from 2015

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin57th percentile

Revenue

Up

$31,837,579

Up $2,254,646 (+7.6%) from 2015

Expenses

Up

$30,564,672

Up $2,450,532 (+8.7%) from 2015

Net Income

Down

$1,272,907

Down $195,886 (-13%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth59th 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

2016

Assets$12,337,701
Liabilities$2,480,365
Net Assets$9,857,336
Open 2016 Filing

Operations Trend

Revenue Growth65th 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

2016

Revenue$31,837,579
Expenses$30,564,672
Net Income$1,272,907
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 18, 2017
Return Version
2015v3.0
Gross Receipts
$31,837,579
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$5,023,514$6,357,766▲ $1,334,252
Savings and Temporary Cash Investments$3,903,491$3,015,277▼ $888,214
Investments in Publicly Traded Securities$2,650,832$2,656,817▲ $5,985
Prepaid Expenses and Deferred Charges$136,111$154,097▲ $17,986
Land, Buildings, and Equipment, Net$89,193$153,744▲ $64,551
Total Assets$11,803,141$12,337,701▲ $534,560
Liabilities
Accounts Payable and Accrued Expenses$2,815,116$2,272,625▼ $542,491
Deferred Revenue$211,533$207,740▼ $3,793
Total Liabilities$3,026,649$2,480,365▼ $546,284
Net Assets / Fund Balance
Unrestricted Net Assets$8,728,720$9,811,064▲ $1,082,344
Temporarily Rstr Net Assets$47,772$46,272▼ $1,500
Total Net Assets Fund Balance$8,776,492$9,857,336▲ $1,080,844
Total Liabilities and Net Assets / Fund Balance$11,803,141$12,337,701▲ $534,560

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$88,177$86,871$175,048
Leasehold Improvements$61,722$47,713$109,435
Equipment$3,845$95,639$99,484
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nancy MunsonExecutive DirectorFT$169,737$13,923$183,660
Denise DominFiscal DirectorFT$135,023$12,165$147,188
Julia KleinDirector of ProgramsFT$129,024$17,581$146,605
Karen StatserDirector of ProgramsFT$98,494$5,486$103,980

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
$23,251,487
Program Service Revenue
$8,565,267
Investment Income
$20,825
Other Revenue
$0
All Other Contributions
$2,203,892
Change in Net Assets
$1,272,907

Audited Revenue Reconciliation

Revenue per Audited Statements
$31,837,579
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$31,837,579
Total Revenue per Form 990
$31,837,579
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$19,554,895
Salaries, Compensation, and Employee Benefits$9,387,233
Other Expenses$1,622,544
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$19,111,607--$19,111,607
Other Salaries and Wages$7,319,262$406,078-$7,725,340
Payroll Taxes$581,947$45,748-$627,695
Other Employee Benefits$546,083$39,700-$585,783
Occupancy$214,505$265,422-$479,927
Grants to Domestic Orgs$443,288--$443,288
Travel$334,263$2,639-$336,902
Office Expenses$245,308$54,684-$299,992
Pension Plan Contributions$255,793$22,645-$278,438
Information Technology$214,922$10,569-$225,491
Current Officers, Directors, Trustees, and Key Employees-$169,977-$169,977
Fees for Services Accounting-$38,250-$38,250
Depreciation Depletion$24,975--$24,975
Insurance-$22,051-$22,051
Other Expenses$15,841$1,769-$17,610
Advertising$14,095$543-$14,638
Conferences and Meetings$2,020$11,422-$13,442
All Other Expenses$9,916--$9,916
Fees for Services Management-$5,490-$5,490
Fees for Services Legal-$2,500-$2,500
Total Functional Expenses$29,409,498$1,155,174$0$30,564,672

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$30,564,672
Total Expenses per Audited Statements$30,564,672
Total Expenses per Form 990$30,564,672
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$172,046
Coastline Elderly ServicesNew Bedford, MA501 C 3Long Term Care Options$103,834
Southeast Center for Independent Living IncFall River, MA-Long Term Care Options$103,834
South Coastal Counties Legal ServicesFall River, MA501 C 3Elder legal assistance$50,000
Healthcare Options IncAttleboro, MA501 C 3Elder Mental Health SERVICES$8,000
North Attleboro Council on Aging--Adrc$3,100
Center For Behavioral MedicineFall River, MA501 C 3Elder Mental Health Services$2,472
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
2017-01-18
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
306
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 669 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/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
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
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/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt23169737
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt24135023
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2598494
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt26129024
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/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/GovernmentGrantsAmt021047595
IRS990/GrantAmt013638292
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt019111607
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt019111607
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0443288
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0443288
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt031837579
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt023
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt010569
IRS990/InformationTechnologyGrp/ProgramServicesAmt0214922
IRS990/InformationTechnologyGrp/TotalAmt0225491
IRS990/InsuranceGrp/ManagementAndGeneralAmt022051
IRS990/InsuranceGrp/TotalAmt022051
IRS990/InvestmentIncomeGrp/ExclusionAmt020825
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt020825
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02650832
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02656817
IRS990/IRPDocumentCnt06
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0230223
IRS990/LandBldgEquipBasisNetGrp/BOYAmt089193
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0153744
IRS990/LandBldgEquipCostOrOtherBssAmt0383967
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/NetAssetsOrFundBalancesBOYAmt08776492
IRS990/NetAssetsOrFundBalancesEOYAmt09857336
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0265422
IRS990/OccupancyGrp/ProgramServicesAmt0214505
IRS990/OccupancyGrp/TotalAmt0479927
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt054684
IRS990/OfficeExpensesGrp/ProgramServicesAmt0245308
IRS990/OfficeExpensesGrp/TotalAmt0299992
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt039700
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0546083
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0585783
IRS990/OtherExpensesGrp/Desc0Consulting
IRS990/OtherExpensesGrp/Desc1Bad debts
IRS990/OtherExpensesGrp/Desc2Dues and Subscriptions
IRS990/OtherExpensesGrp/Desc3Staff Training
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt016952
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt138735
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21769
IRS990/OtherExpensesGrp/ProgramServicesAmt033060
IRS990/OtherExpensesGrp/ProgramServicesAmt141423
IRS990/OtherExpensesGrp/ProgramServicesAmt21190
IRS990/OtherExpensesGrp/ProgramServicesAmt315841
IRS990/OtherExpensesGrp/TotalAmt050012
IRS990/OtherExpensesGrp/TotalAmt141423
IRS990/OtherExpensesGrp/TotalAmt239925
IRS990/OtherExpensesGrp/TotalAmt317610
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0406078
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt07319262
IRS990/OtherSalariesAndWagesGrp/TotalAmt07725340
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt045748
IRS990/PayrollTaxesGrp/ProgramServicesAmt0581947
IRS990/PayrollTaxesGrp/TotalAmt0627695
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt022645
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0255793
IRS990/PensionPlanContributionsGrp/TotalAmt0278438
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0136111
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0154097
IRS990/PrincipalOfficerNm0Nancy Munson
IRS990/PriorPeriodAdjustmentsAmt0-192063
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0621610
IRS990/ProgramServiceRevenueGrp/BusinessCd1621610
IRS990/ProgramServiceRevenueGrp/Desc0Medicare/Medicaid
IRS990/ProgramServiceRevenueGrp/Desc1Client fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt07796727
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1768540
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt07796727
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1768540
IRS990/ProgSrvcAccomActy2Grp/Desc0Senior Care Options provides a health plan for low-income seniors who qualify for both Medicare and Medicaid. 2071 clients served
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt08433776
IRS990/ProgSrvcAccomActy2Grp/GrantAmt05121087
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt07598647
IRS990/ProgSrvcAccomActy3Grp/Desc0TITLE III: Community based programs and meals on wheels. Approximately 280,000 meals served, and 4600 Clients served
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01857453
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0203968
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0179150
IRS990/ProgSrvcAccomActyOtherGrp/Desc0Social services to elderly clients. During the fiscal year provided the following services:1220 Assessments, 6926 activities in Protective Services, 273 PCA clients, 195 long term care clients, and 6 veterans.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt04065071
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt0591548
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,337,701
Liabilities
$2,480,365
Net assets
$9,857,336
Revenue
$31,837,579
Expenses
$30,564,672
Net income
$1,272,907
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