Civic Intelligence

Bristol Aging & Wellness Inc.

990 • Fiscal year 2017 • EIN 04-2545767

Jul 01, 2016 to Jun 30, 2017 • Filed on Jan 08, 2018

Organization Profilewww.bristolelder.org

View Organization Page

1 FATHER DEVALLES BLVD No 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

47th percentile

0.23x

Higher debt load relative to assets than 47% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

21st percentile

0.09x

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

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Net Margin

43rd percentile

1.5%

Higher net margin than 43% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$192,020

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Asset Growth

47th percentile

4.1%

Faster asset growth than 47% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

37th percentile

1.3%

Faster revenue growth than 37% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets47th percentile

Assets

Up

$12,844,320

Up $506,619 (+4.1%) from 2016

Net Assets

Up

$9,901,442

Up $44,106 (+0.4%) from 2016

Liabilities

Up

$2,942,878

Up $462,513 (+19%) from 2016

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin43rd percentile

Revenue

Up

$32,244,281

Up $406,702 (+1.3%) from 2016

Expenses

Up

$31,774,143

Up $1,209,471 (+4.0%) from 2016

Net Income

Down

$470,138

Down $802,769 (-63%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2017

Assets$12,844,320
Liabilities$2,942,878
Net Assets$9,901,442
Open 2017 Filing

Operations Trend

Revenue Growth37th 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

2017

Revenue$32,244,281
Expenses$31,774,143
Net Income$470,138
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Jan 8, 2018
Return Version
2016v3.0
Gross Receipts
$32,244,281
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$6,357,766$7,140,341▲ $782,575
Investments in Publicly Traded Securities$2,656,817$2,881,933▲ $225,116
Savings and Temporary Cash Investments$3,015,277$2,410,658▼ $604,619
Land, Buildings, and Equipment, Net$153,744$260,386▲ $106,642
Prepaid Expenses and Deferred Charges$154,097$151,002▼ $3,095
Total Assets$12,337,701$12,844,320▲ $506,619
Liabilities
Accounts Payable and Accrued Expenses$2,272,625$2,738,147▲ $465,522
Deferred Revenue$207,740$204,731▼ $3,009
Total Liabilities$2,480,365$2,942,878▲ $462,513
Net Assets / Fund Balance
Unrestricted Net Assets$9,811,064$9,855,545▲ $44,481
Temporarily Rstr Net Assets$46,272$45,897▼ $375
Total Net Assets Fund Balance$9,857,336$9,901,442▲ $44,106
Total Liabilities and Net Assets / Fund Balance$12,337,701$12,844,320▲ $506,619

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$102,973$100,688$203,661
Equipment$86,775$98,915$185,690
Leasehold Improvements$70,638$68,581$139,219
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nancy MunsonExecutive DirectorFT$177,217$14,803$192,020

Board Members and Trustees

NameTitle
Donna BenoitChairperson
Julia AlmondVice Chairperson
Chris StockleyDirector
Cynthia CardozaDirector
Daniel PritchardDirector
Dave SullivanDirector
Debra BrowerDirector
Diana RochefortDirector
Eileen BeaulieuDirector
Jane SullivanDirector
Joanne RoqueDirector
Kimberly TrahanDirector
Marion BowerDirector
Marion RylandsDirector
Mary-ellen MurphyDirector
Maryanne LuzDirector
Michelle BullockDirector
Mitch ZahnDirector
Paul PinsonnaultDirector
Sharon PeroDirector
Sonia WalgreenDirector
Thomas FerryDirector
William WalkerDirector
Bruce ThayerClerk
Virginia RouthierTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$22,961,663
Program Service Revenue
$9,041,744
Investment Income
$240,874
Other Revenue
$0
All Other Contributions
$2,365,554
Change in Net Assets
$470,138

Audited Revenue Reconciliation

Revenue per Audited Statements
$32,244,281
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$32,244,281
Total Revenue per Form 990
$32,244,281
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$19,704,467
Salaries, Compensation, and Employee Benefits$10,062,630
Other Expenses$2,007,046
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$19,136,725--$19,136,725
Other Salaries and Wages$7,700,275$530,770-$8,231,045
Payroll Taxes$622,480$46,411-$668,891
Other Employee Benefits$595,954$45,514-$641,468
Grants to Domestic Orgs$567,742--$567,742
Occupancy$235,917$286,538-$522,455
Pension Plan Contributions$306,294$31,071-$337,365
Travel$301,347$2,229-$303,576
Office Expenses$213,153$63,350-$276,503
Current Officers, Directors, Trustees, and Key Employees-$183,861-$183,861
Information Technology$90,423$62,021-$152,444
Fees for Services Accounting-$53,500-$53,500
Depreciation Depletion$37,962--$37,962
Insurance-$28,060-$28,060
All Other Expenses$10,482$12,024-$22,506
Advertising$19,699$260-$19,959
Other Expenses$11,894$3,422-$15,316
Conferences and Meetings$1,356$11,090-$12,446
Fees for Services Legal-$9,000-$9,000
Fees for Services Management-$6,358-$6,358
Total Functional Expenses$30,383,964$1,390,179$0$31,774,143

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$31,774,143
Total Expenses per Audited Statements$31,774,143
Total Expenses per Form 990$31,774,143
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$156,139
Coastline Elderly ServicesNew Bedford, MA501 C 3Long Term Care Options$119,438
Southeast Center for Independent Living IncFall River, MA501 C 3Long Term Care Options$119,438
Old Colony Elderly Services--Long Term Care Options$114,727
South Coastal Counties Legal ServicesFall River, MA501 C 3Elder legal assistance$50,000
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 11B

“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 No 8, FALL RIVER, MA 02723

Signing Officer

Name
Nancy Munson
Title
Executive Director
Phone
5086752101
Signed
2018-01-08
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
264
Volunteers
0

Preparer

Firm
Treeful Damaso Aniceto Inc
Address
258 MAIN STREET UNIT A-1, BUZZARDS BAY, MA 02532
Preparer
Ryan Damaso
Phone
5087596761
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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/PersonNm24MITCH ZAHN
IRS990/Form990PartVIISectionAGrp/PersonNm25NANCY MUNSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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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/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt25177217
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/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/TitleTxt12CLERK
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/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01973
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt023
IRS990/GovernmentGrantsAmt020596109
IRS990/GrantAmt013797959
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt019136725
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt019136725
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0567742
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0567742
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt032244281
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt023
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt062021
IRS990/InformationTechnologyGrp/ProgramServicesAmt090423
IRS990/InformationTechnologyGrp/TotalAmt0152444
IRS990/InsuranceGrp/ManagementAndGeneralAmt028060
IRS990/InsuranceGrp/TotalAmt028060
IRS990/InvestmentIncomeGrp/ExclusionAmt0240874
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0240874
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02656817
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02881933
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0268184
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0153744
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0260386
IRS990/LandBldgEquipCostOrOtherBssAmt0528570
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/NetAssetsOrFundBalancesBOYAmt09857336
IRS990/NetAssetsOrFundBalancesEOYAmt09901442
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0286538
IRS990/OccupancyGrp/ProgramServicesAmt0235917
IRS990/OccupancyGrp/TotalAmt0522455
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt063350
IRS990/OfficeExpensesGrp/ProgramServicesAmt0213153
IRS990/OfficeExpensesGrp/TotalAmt0276503
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt045514
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0595954
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0641468
IRS990/OtherExpensesGrp/Desc0MITIGATION PAYMENTS
IRS990/OtherExpensesGrp/Desc1Consulting
IRS990/OtherExpensesGrp/Desc2Bad debts
IRS990/OtherExpensesGrp/Desc3Staff Training
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt014700
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13422
IRS990/OtherExpensesGrp/ProgramServicesAmt0472803
IRS990/OtherExpensesGrp/ProgramServicesAmt128185
IRS990/OtherExpensesGrp/ProgramServicesAmt231273
IRS990/OtherExpensesGrp/ProgramServicesAmt311894
IRS990/OtherExpensesGrp/TotalAmt0472803
IRS990/OtherExpensesGrp/TotalAmt142885
IRS990/OtherExpensesGrp/TotalAmt231273
IRS990/OtherExpensesGrp/TotalAmt315316
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0530770
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt07700275
IRS990/OtherSalariesAndWagesGrp/TotalAmt08231045
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt046411
IRS990/PayrollTaxesGrp/ProgramServicesAmt0622480
IRS990/PayrollTaxesGrp/TotalAmt0668891
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt031071
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0306294
IRS990/PensionPlanContributionsGrp/TotalAmt0337365
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0154097
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0151002
IRS990/PrincipalOfficerNm0Nancy Munson
IRS990/PriorPeriodAdjustmentsAmt0-426032
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0621610
IRS990/ProgramServiceRevenueGrp/BusinessCd1621610
IRS990/ProgramServiceRevenueGrp/Desc0Medicare/Medicaid
IRS990/ProgramServiceRevenueGrp/Desc1Client Fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt08154791
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1886953
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt08154791
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1886953
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/ExpenseAmt01798988
IRS990/ProgSrvcAccomActy2Grp/GrantAmt04985320
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt08095547
IRS990/ProgSrvcAccomActy3Grp/Desc0TITLE III: Community based programs and meals on wheels. Approximately 235,000 meals served, and 3569 Clients served
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt04028465
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0204433
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0164706
IRS990/ProgSrvcAccomActyOtherGrp/Desc0Social services to elderly clients. During the fiscal year provided the following services:1184 Assessments, 7877 activities in Protective Services, 107 PCA clients, 128 long term care clients, and 4 veterans.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt09289305
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt0716756
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt04464
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt023251487
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt019554895
IRS990/PYInvestmentIncomeAmt020825
IRS990/PYOtherExpensesAmt01622544
IRS990/PYOtherRevenueAmt00

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,844,320
Liabilities
$2,942,878
Net assets
$9,901,442
Revenue
$32,244,281
Expenses
$31,774,143
Net income
$470,138
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