Civic Intelligence

Bristol Aging & Wellness Inc.

990 • Fiscal year 2019 • EIN 04-2545767

Jul 01, 2018 to Jun 30, 2019 • Filed on Jan 27, 2020

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

45th percentile

0.19x

Higher debt load relative to assets than 45% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

18th percentile

0.08x

Higher debt load relative to revenue than 18% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Net Margin

50th percentile

3.2%

Higher net margin than 50% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

41st percentile

$218,558

Higher top officer pay than 41% of similar nonprofits.

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

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Asset Growth

15th percentile

-3.8%

Faster asset growth than 15% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

50th percentile

3.9%

Faster revenue growth than 50% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets45th percentile

Assets

Down

$14,291,860

Down $567,984 (-3.8%) from 2018

Net Assets

Up

$11,541,374

Up $1,107,324 (+11%) from 2018

Liabilities

Down

$2,750,486

Down $1,675,308 (-38%) from 2018

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin50th percentile

Revenue

Up

$34,652,535

Up $1,316,193 (+3.9%) from 2018

Expenses

Up

$33,545,211

Up $1,112,057 (+3.4%) from 2018

Net Income

Up

$1,107,324

Up $204,136 (+23%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth15th 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

2019

Assets$14,291,860
Liabilities$2,750,486
Net Assets$11,541,374
Open 2019 Filing

Operations Trend

Revenue Growth50th 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

2019

Revenue$34,652,535
Expenses$33,545,211
Net Income$1,107,324
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Jan 27, 2020
Return Version
2018v3.1
Gross Receipts
$34,652,535
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$7,046,798$5,557,986▼ $1,488,812
Savings and Temporary Cash Investments$4,354,503$5,170,818▲ $816,315
Investments in Publicly Traded Securities$3,063,875$3,185,825▲ $121,950
Land, Buildings, and Equipment, Net$233,694$216,349▼ $17,345
Prepaid Expenses and Deferred Charges$160,974$160,882▼ $92
Total Assets$14,859,844$14,291,860▼ $567,984
Liabilities
Accounts Payable and Accrued Expenses$4,221,063$2,641,058▼ $1,580,005
Deferred Revenue$204,731$109,428▼ $95,303
Total Liabilities$4,425,794$2,750,486▼ $1,675,308
Net Assets / Fund Balance
Unrestricted Net Assets$10,392,063$11,492,146▲ $1,100,083
Temporarily Rstr Net Assets$41,987$49,228▲ $7,241
Total Net Assets Fund Balance$10,434,050$11,541,374▲ $1,107,324
Total Liabilities and Net Assets / Fund Balance$14,859,844$14,291,860▼ $567,984

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$98,888$128,117$227,005
Other Land Buildings$69,551$134,110$203,661
Leasehold Improvements$47,910$91,309$139,219
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nancy MunsonChief Executive OfficerFT$201,048$17,510$218,558
Denise DominFormer Chief Financial OfficerFT$152,875$14,926$167,801
Julia KleinChief Operating OfficerFT$141,750$21,866$163,616
Susan BenfeitoChief Financial OfficerFT$88,176$4,833$93,009

Board Members and Trustees

NameTitle
Julia AlmondChairperson
Bruce ThayerVice Chairperson
Ashley CartwrightDirector
Christine StockleyDirector
Cj PatelDirector
Daniel OulletteDirector
Daniel PritchardDirector
Debra BrowerDirector
Diana RochefortDirector
Edward ArrudaDirector
Eileen BeaulieuDirector
Eric PoulinDirector
Jane SullivanDirector
Joanne RoqueDirector
Louise BoulangerDirector
Margaret RileyDirector
Marion RylandsDirector
Mitchell ZahnDirector
Richard KelsayDirector
Sharon PeroDirector
Thomas FerryDirector
Edmund ThadeuSecretary
Cynthia CardozaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$23,564,951
Program Service Revenue
$10,701,318
Investment Income
$149,810
Other Revenue
$236,456
All Other Contributions
$3,111,703
Change in Net Assets
$1,107,324

Audited Revenue Reconciliation

Revenue per Audited Statements
$34,652,535
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$34,652,535
Total Revenue per Form 990
$34,652,535
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$21,278,983
Salaries, Compensation, and Employee Benefits$10,501,922
Other Expenses$1,764,306
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$20,715,694--$20,715,694
Other Salaries and Wages$7,698,061$693,285-$8,391,346
Other Employee Benefits$657,712$68,164-$725,876
Payroll Taxes$616,840$76,130-$692,970
Grants to Domestic Orgs$563,289--$563,289
Occupancy$350,118$171,934-$522,052
Pension Plan Contributions$327,502$32,875-$360,377
Information Technology$264,263$80,911-$345,174
Travel$339,211$4,212-$343,423
Current Officers, Directors, Trustees, and Key Employees-$331,353-$331,353
Office Expenses$166,463$46,852-$213,315
Fees for Services Accounting-$43,050-$43,050
Insurance-$39,766-$39,766
Depreciation Depletion$38,344--$38,344
Fees for Services Legal-$18,613-$18,613
Advertising$12,335$495-$12,830
Conferences and Meetings$3,237$9,509-$12,746
Other Expenses$3,490$2,937-$6,427
Fees for Services Management-$5,468-$5,468
All Other Expenses$2,833--$2,833
Interest-$189-$189
Total Functional Expenses$31,864,300$1,680,911$0$33,545,211

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$33,545,211
Total Expenses per Audited Statements$33,545,211
Total Expenses per Form 990$33,545,211
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$170,844
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 ServicesBrockton, MA501 C 3Long Term Care Options$63,288
South Coastal Counties Legal ServicesFall River, MA501 C 3Elder Legal Assistance$50,000
Bristol Elder ServicesFall River, MA501c3Long Term Care Options$32,221
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
Chief Executive Officer
Phone
5086752101
Signed
2020-01-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nancy Munson
Formed
1973
Legal Domicile
Ma
Voting Board Members
24
Independent Board Members
24
Employees
249
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 720 raw XML fields

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IRS990/Form990PartVIISectionAGrp/PersonNm16MARGARET RILEY
IRS990/Form990PartVIISectionAGrp/PersonNm17DIANA ROCHEFORT
IRS990/Form990PartVIISectionAGrp/PersonNm18JOANNE ROQUE
IRS990/Form990PartVIISectionAGrp/PersonNm19MARION RYLANDS
IRS990/Form990PartVIISectionAGrp/PersonNm20CHRISTINE STOCKLEY
IRS990/Form990PartVIISectionAGrp/PersonNm21JANE SULLIVAN
IRS990/Form990PartVIISectionAGrp/PersonNm22MITCHELL ZAHN
IRS990/Form990PartVIISectionAGrp/PersonNm23NANCY MUNSON
IRS990/Form990PartVIISectionAGrp/PersonNm24SUSAN BENFEITO
IRS990/Form990PartVIISectionAGrp/PersonNm25JULIA KLEIN
IRS990/Form990PartVIISectionAGrp/PersonNm26DENISE DOMIN
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/ReportableCompFromOrgAmt23201048
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2488176
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt25141750
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt26152875
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/TitleTxt0CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt24CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt25CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt26FORMER CHIEF FINANCIAL OFFICER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01973
IRS990/FormerOfcrEmployeesListedInd01
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt024
IRS990/GovernmentGrantsAmt020453248
IRS990/GrantAmt014942809
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt020715694
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt020715694
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0563289
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0563289
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt034652535
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt024
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt080911
IRS990/InformationTechnologyGrp/ProgramServicesAmt0264263
IRS990/InformationTechnologyGrp/TotalAmt0345174
IRS990/InsuranceGrp/ManagementAndGeneralAmt039766
IRS990/InsuranceGrp/TotalAmt039766
IRS990/InterestGrp/ManagementAndGeneralAmt0189
IRS990/InterestGrp/TotalAmt0189
IRS990/InvestmentIncomeGrp/ExclusionAmt0149810
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0149810
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03063875
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03185825
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0353536
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0233694
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0216349
IRS990/LandBldgEquipCostOrOtherBssAmt0569885
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/NetAssetsOrFundBalancesBOYAmt010434050
IRS990/NetAssetsOrFundBalancesEOYAmt011541374
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0171934
IRS990/OccupancyGrp/ProgramServicesAmt0350118
IRS990/OccupancyGrp/TotalAmt0522052
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt046852
IRS990/OfficeExpensesGrp/ProgramServicesAmt0166463
IRS990/OfficeExpensesGrp/TotalAmt0213315
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt068164
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0657712
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0725876
IRS990/OtherExpensesGrp/Desc0BAD DEBTS
IRS990/OtherExpensesGrp/Desc1DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc2CONSULTING
IRS990/OtherExpensesGrp/Desc3STAFF TRAINING
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt033470
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt121698
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt22937
IRS990/OtherExpensesGrp/ProgramServicesAmt098388
IRS990/OtherExpensesGrp/ProgramServicesAmt1380
IRS990/OtherExpensesGrp/ProgramServicesAmt26140
IRS990/OtherExpensesGrp/ProgramServicesAmt33490
IRS990/OtherExpensesGrp/TotalAmt098388
IRS990/OtherExpensesGrp/TotalAmt133850
IRS990/OtherExpensesGrp/TotalAmt227838
IRS990/OtherExpensesGrp/TotalAmt36427
IRS990/OtherRevenueMiscGrp/Desc0TEMPUS REFUND
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0236456
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0236456
IRS990/OtherRevenueTotalAmt0236456
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0693285
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt07698061
IRS990/OtherSalariesAndWagesGrp/TotalAmt08391346
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt076130
IRS990/PayrollTaxesGrp/ProgramServicesAmt0616840
IRS990/PayrollTaxesGrp/TotalAmt0692970
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt032875
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0327502
IRS990/PensionPlanContributionsGrp/TotalAmt0360377
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0160974
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0160882
IRS990/PrincipalOfficerNm0NANCY MUNSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0621610
IRS990/ProgramServiceRevenueGrp/BusinessCd1621610
IRS990/ProgramServiceRevenueGrp/Desc0MEDICARE/MEDICAID
IRS990/ProgramServiceRevenueGrp/Desc1CLIENT FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt09626366
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11074952
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt09626366
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11074952
IRS990/ProgSrvcAccomActy2Grp/Desc0SENIOR CARE OPTIONS PROVIDES A HEALTH PLAN FOR LOW-INCOME SENIORS WHO QUALIFY FOR BOTH MEDICARE AND MEDICAID.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt011298684
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0190509
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt09517388
IRS990/ProgSrvcAccomActy3Grp/Desc0TITLE III: COMMUNITY BASED PROGRAMS AND MEALS ON WHEELS. APPROXIMATELY 373,730 MEALS SERVED
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01572648
IRS990/ProgSrvcAccomActy3Grp/GrantAmt04921375
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt0132757
IRS990/ProgSrvcAccomActyOtherGrp/Desc0SOCIAL SERVICES TO ELDERLY CLIENTS. DURING THE FISCAL YEAR PROVIDED THE FOLLOWING SERVICES:3,169 ASSESSMENTS, 6,321 ACTIVITIES IN PROTECTIVE SERVICES AND 248 LONG TERM CARE CLIENTS
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt03672864

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,291,860
Liabilities
$2,750,486
Net assets
$11,541,374
Revenue
$34,652,535
Expenses
$33,545,211
Net income
$1,107,324
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