Civic Intelligence

Bristol Aging & Wellness Inc.

990 • Fiscal year 2018 • EIN 04-2545767

Jul 01, 2017 to Jun 30, 2018 • Filed on Jan 31, 2019

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

54th percentile

0.30x

Higher debt load relative to assets than 54% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

29th percentile

0.13x

Higher debt load relative to revenue than 29% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Net Margin

47th percentile

2.7%

Higher net margin than 47% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Top Officer Pay

38th percentile

$205,707

Higher top officer pay than 38% of similar nonprofits.

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

2018 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2018

Asset Growth

82nd percentile

16%

Faster asset growth than 82% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

45th percentile

3.4%

Faster revenue growth than 45% of similar nonprofits.

2018 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$14,859,844

Up $2,015,524 (+16%) from 2017

Net Assets

Up

$10,434,050

Up $532,608 (+5.4%) from 2017

Liabilities

Up

$4,425,794

Up $1,482,916 (+50%) from 2017

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin47th percentile

Revenue

Up

$33,336,342

Up $1,092,061 (+3.4%) from 2017

Expenses

Up

$32,433,154

Up $659,011 (+2.1%) from 2017

Net Income

Up

$903,188

Up $433,050 (+92%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth82nd 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

2018

Assets$14,859,844
Liabilities$4,425,794
Net Assets$10,434,050
Open 2018 Filing

Operations Trend

Revenue Growth45th 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

2018

Revenue$33,336,342
Expenses$32,433,154
Net Income$903,188
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Jan 31, 2019
Return Version
2017v2.3
Gross Receipts
$33,336,342
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$7,140,341$7,046,798▼ $93,543
Savings and Temporary Cash Investments$2,410,658$4,354,503▲ $1,943,845
Investments in Publicly Traded Securities$2,881,933$3,063,875▲ $181,942
Land, Buildings, and Equipment, Net$260,386$233,694▼ $26,692
Prepaid Expenses and Deferred Charges$151,002$160,974▲ $9,972
Total Assets$12,844,320$14,859,844▲ $2,015,524
Liabilities
Accounts Payable and Accrued Expenses$2,738,147$4,221,063▲ $1,482,916
Deferred Revenue$204,731$204,731→ $0
Total Liabilities$2,942,878$4,425,794▲ $1,482,916
Net Assets / Fund Balance
Unrestricted Net Assets$9,855,545$10,392,063▲ $536,518
Temporarily Rstr Net Assets$45,897$41,987▼ $3,910
Total Net Assets Fund Balance$9,901,442$10,434,050▲ $532,608
Total Liabilities and Net Assets / Fund Balance$12,844,320$14,859,844▲ $2,015,524

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$89,724$119,037$208,761
Equipment$87,255$113,650$200,905
Leasehold Improvements$56,715$82,504$139,219
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nancy MunsonExecutive DirectorFT$188,659$17,048$205,707

Board Members and Trustees

NameTitle
Donna BenoitChairperson
Julia AlmondVice Chairperson
Chris StockleyDirector
Daniel PritchardDirector
Dave SullivanDirector
Debra BrowerDirector
Diane RochefortDirector
Eileen BeaulieuDirector
Jane SullivanDirector
Joanne RoqueDirector
Kimberly TrahanDirector
Marion BowerDirector
Marion RylandsDirector
Mary-ellen MurphyDirector
Maryanne LuzDirector
Mitch ZahnDirector
Richard KelsayDirector
Sharon PeroDirector
Thomas FerryDirector
William WalkerDirector
Bruce ThayerClerk
Cynthia CardozaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$23,106,291
Program Service Revenue
$10,026,222
Investment Income
$203,829
Other Revenue
$0
All Other Contributions
$2,866,064
Change in Net Assets
$903,188

Audited Revenue Reconciliation

Revenue per Audited Statements
$33,336,342
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$33,336,342
Total Revenue per Form 990
$33,336,342
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$20,677,961
Salaries, Compensation, and Employee Benefits$10,158,371
Other Expenses$1,596,822
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$20,137,985--$20,137,985
Other Salaries and Wages$7,700,670$524,426-$8,225,096
Other Employee Benefits$671,205$61,380-$732,585
Payroll Taxes$625,871$46,717-$672,588
Grants to Domestic Orgs$539,976--$539,976
Occupancy$338,606$184,311-$522,917
Pension Plan Contributions$298,169$35,828-$333,997
Travel$313,475$1,821-$315,296
Information Technology$164,502$86,032-$250,534
Office Expenses$172,294$60,858-$233,152
Current Officers, Directors, Trustees, and Key Employees-$194,105-$194,105
Depreciation Depletion$47,007--$47,007
Fees for Services Accounting-$41,350-$41,350
Insurance-$37,251-$37,251
Advertising$9,583$1,658-$11,241
Conferences and Meetings$25$10,149-$10,174
Other Expenses$5,450$3,506-$8,956
Fees for Services Legal-$6,000-$6,000
Fees for Services Management-$5,791-$5,791
All Other Expenses$1,696--$1,696
Total Functional Expenses$31,085,828$1,347,326$0$32,433,154

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$32,433,154
Total Expenses per Audited Statements$32,433,154
Total Expenses per Form 990$32,433,154
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$175,163
Coastline Elderly ServicesNew Bedford, MA501 C 3Long Term Care Options$119,468
Southeast Center for Independent Living IncFall River, MA501 C 3Long Term Care Options$119,468
Old Colony Elderly Services--Long Term Care Options$63,288
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
2019-01-31
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
251
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/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/ReportableCompFromOrgAmt22188659
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/TitleTxt0VICE CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10CLERK
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/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01973
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt023
IRS990/GovernmentGrantsAmt020240227
IRS990/GrantAmt014535453
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt020137985
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt020137985
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0539976
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0539976
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt033336342
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt023
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt086032
IRS990/InformationTechnologyGrp/ProgramServicesAmt0164502
IRS990/InformationTechnologyGrp/TotalAmt0250534
IRS990/InsuranceGrp/ManagementAndGeneralAmt037251
IRS990/InsuranceGrp/TotalAmt037251
IRS990/InvestmentIncomeGrp/ExclusionAmt0203829
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0203829
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02881933
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03063875
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0315191
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0260386
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0233694
IRS990/LandBldgEquipCostOrOtherBssAmt0548885
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/NetAssetsOrFundBalancesBOYAmt09901442
IRS990/NetAssetsOrFundBalancesEOYAmt010434050
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0184311
IRS990/OccupancyGrp/ProgramServicesAmt0338606
IRS990/OccupancyGrp/TotalAmt0522917
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt060858
IRS990/OfficeExpensesGrp/ProgramServicesAmt0172294
IRS990/OfficeExpensesGrp/TotalAmt0233152
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt061380
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0671205
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0732585
IRS990/OtherExpensesGrp/Desc0CONSULTING
IRS990/OtherExpensesGrp/Desc1BAD DEBTS
IRS990/OtherExpensesGrp/Desc2DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3STAFF TRAINING
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt021850
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt124293
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23506
IRS990/OtherExpensesGrp/ProgramServicesAmt019651
IRS990/OtherExpensesGrp/ProgramServicesAmt137323
IRS990/OtherExpensesGrp/ProgramServicesAmt22340
IRS990/OtherExpensesGrp/ProgramServicesAmt35450
IRS990/OtherExpensesGrp/TotalAmt041501
IRS990/OtherExpensesGrp/TotalAmt137323
IRS990/OtherExpensesGrp/TotalAmt226633
IRS990/OtherExpensesGrp/TotalAmt38956
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0524426
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt07700670
IRS990/OtherSalariesAndWagesGrp/TotalAmt08225096
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt046717
IRS990/PayrollTaxesGrp/ProgramServicesAmt0625871
IRS990/PayrollTaxesGrp/TotalAmt0672588
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt035828
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0298169
IRS990/PensionPlanContributionsGrp/TotalAmt0333997
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0151002
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0160974
IRS990/PrincipalOfficerNm0NANCY MUNSON
IRS990/PriorPeriodAdjustmentsAmt0-370580
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0621610
IRS990/ProgramServiceRevenueGrp/BusinessCd1621610
IRS990/ProgramServiceRevenueGrp/Desc0MEDICARE/MEDICAID
IRS990/ProgramServiceRevenueGrp/Desc1CLIENT FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt09038928
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1987294
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt09038928
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1987294
IRS990/ProgSrvcAccomActy2Grp/Desc0SENIOR CARE OPTIONS PROVIDES A HEALTH PLAN FOR LOW-INCOME SENIORS WHO QUALIFY FOR BOTH MEDICARE AND MEDICAID.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt010547343
IRS990/ProgSrvcAccomActy2Grp/GrantAmt05308498
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt08966311
IRS990/ProgSrvcAccomActy3Grp/Desc0TITLE III: COMMUNITY BASED PROGRAMS AND MEALS ON WHEELS. APPROXIMATELY 45,059 MEALS SERVED
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01810274
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0195756
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0134427
IRS990/ProgSrvcAccomActyOtherGrp/Desc0SOCIAL SERVICES TO ELDERLY CLIENTS. DURING THE FISCAL YEAR PROVIDED THE FOLLOWING SERVICES:3,188 ASSESSMENTS, 6,130 ACTIVITIES IN PROTECTIVE SERVICES AND 199 LONG TERM CARE CLIENTS
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt03644380
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt0638254
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt072617
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt022961663
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt019704467
IRS990/PYInvestmentIncomeAmt0240874
IRS990/PYOtherExpensesAmt02007046
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt09041744
IRS990/PYRevenuesLessExpensesAmt0470138
IRS990/PYSalariesCompEmpBnftPaidAmt010062630
IRS990/PYTotalExpensesAmt031774143
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt032244281
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0903188
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0852867
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02410658
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04354503
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt023106294
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt022961663
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt023251487

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,859,844
Liabilities
$4,425,794
Net assets
$10,434,050
Revenue
$33,336,342
Expenses
$32,433,154
Net income
$903,188
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