Civic Intelligence

Bristol Aging & Wellness Inc.

990 • Fiscal year 2021 • EIN 04-2545767

Jul 01, 2020 to Jun 30, 2021 • Filed on Mar 08, 2022

Organization ProfileWWW.BRISTOLELDER.ORG

View Organization Page

1 Father Devalles Blvd No 8Fall River, MA 02723

(508) 675-2101

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

43rd percentile

0.15x

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

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

22nd percentile

0.08x

Higher debt load relative to revenue than 22% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Net Margin

47th percentile

10%

Higher net margin than 47% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

54th percentile

$261,892

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Asset Growth

77th percentile

23%

Faster asset growth than 77% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

36th percentile

4.3%

Faster revenue growth than 36% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$19,972,331

Up $3,770,396 (+23%) from 2020

Net Assets

Up

$16,946,650

Up $3,786,262 (+29%) from 2020

Liabilities

Down

$3,025,681

Down $15,866 (-0.5%) from 2020

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin47th percentile

Revenue

Up

$36,351,308

Up $1,487,454 (+4.3%) from 2020

Expenses

Down

$32,565,046

Down $675,630 (-2.0%) from 2020

Net Income

Up

$3,786,262

Up $2,163,084 (+133%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth77th 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

2021

Assets$19,972,331
Liabilities$3,025,681
Net Assets$16,946,650
Open 2021 Filing

Operations Trend

Revenue Growth36th 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

2021

Revenue$36,351,308
Expenses$32,565,046
Net Income$3,786,262
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Mar 8, 2022
Return Version
2020v4.2
Gross Receipts
$36,351,308
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
Savings and Temporary Cash Investments$6,172,962$8,489,305▲ $2,316,343
Accounts Receivable$6,474,458$7,226,009▲ $751,551
Investments in Publicly Traded Securities$3,180,433$3,989,183▲ $808,750
Land, Buildings, and Equipment, Net$211,525$157,634▼ $53,891
Prepaid Expenses and Deferred Charges$162,557$110,200▼ $52,357
Total Assets$16,201,935$19,972,331▲ $3,770,396
Liabilities
Accounts Payable and Accrued Expenses$2,932,120$2,916,254▼ $15,866
Deferred Revenue$109,427$109,427→ $0
Total Liabilities$3,041,547$3,025,681▼ $15,866
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$13,125,646$16,915,651▲ $3,790,005
Net Assets With Donor Restrictions$34,742$30,999▼ $3,743
Total Net Assets Fund Balance$13,160,388$16,946,650▲ $3,786,262
Total Liabilities and Net Assets / Fund Balance$16,201,935$19,972,331▲ $3,770,396

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$116,054$370,480$486,534
Leasehold Improvements$41,580$97,639$139,219
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Nancy MunsonChief Executive OfficerFT$242,261$19,631$261,892
Julia KleinChief Operating OfficerFT$169,326$27,349$196,675
Susan BenfeitoChief Financial OfficerFT$137,202$7,281$144,483
Debora Avila-carreiroNutrition DirectorFT$104,784$5,660$110,444
Diane ThomasDirector of Home CareFT$101,756$5,509$107,265

Board Members and Trustees

NameTitle
Julie AlmondChairperson
Bruce ThayerVice Chairperson
Ashley CartwrightDirector
Barb MaynesDirector
Cj PatelDirector
Claire SullivanDirector
Colette MckeonDirector
Dan OuelletteDirector
Debra MaltaisDirector
Diane McquadeDirector
Eileen BeaulieuDirector
Eric PoulinDirector
Jane SullivanDirector
Janet RichardiDirector
Jim DearrudaDirector
Joanne RoqueDirector
Judith AubinDirector
Louise BoulangerDirector
Margaret Clark-moroffDirector
Margaret RileyDirector
Marion RylandsDirector
Michael GracaDirector
Richard KelsayDirector
Cynthia CardozaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$23,480,703
Program Service Revenue
$11,960,420
Investment Income
$856,690
Other Revenue
$53,495
All Other Contributions
$159,987
Change in Net Assets
$3,786,262

Audited Revenue Reconciliation

Revenue per Audited Statements
$36,351,308
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$36,351,308
Total Revenue per Form 990
$36,351,308
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$18,568,448
Salaries, Compensation, and Employee Benefits$10,808,853
Other Expenses$3,187,745
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$17,892,276--$17,892,276
Other Salaries and Wages$8,149,710$464,901-$8,614,611
Payroll Taxes$676,736$59,560-$736,296
Other Employee Benefits$637,557$82,656-$720,213
Grants to Domestic Orgs$676,172--$676,172
Occupancy$409,486$128,341-$537,827
Current Officers, Directors, Trustees, and Key Employees-$382,862-$382,862
Office Expenses$260,143$107,166-$367,309
Pension Plan Contributions$318,626$36,245-$354,871
Information Technology$156,977$59,347-$216,324
Travel$163,508$384-$163,892
Fees for Services Accounting-$61,575-$61,575
Depreciation Depletion-$53,891-$53,891
Insurance-$51,041-$51,041
Other Expenses$39,899$35,477-$39,899
Fees for Services Legal$6,600$16,500-$23,100
All Other Expenses-$13,419-$13,419
Advertising$9,471$688-$10,159
Conferences and Meetings$275$2,635-$2,910
Total Functional Expenses$31,008,358$1,556,688$0$32,565,046

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$32,565,046
Total Expenses per Audited Statements$32,565,046
Total Expenses per Form 990$32,565,046
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)(3)Elder Mental Health Services$207,732
Southeast Center for Independent Living IncFall River, MA501(c)(3)Long-term Care Options$139,820
Coastline Elderly ServicesNew Bedford, MA501(c)(3)Long-term Care Options$139,819
Old Colony Elderly ServicesBrockton, MA501(c)(3)Long-term Care Options$74,019
South Coastal Counties Legal ServicesFall River, MA501(c)(3)Elder Legal Assistance$49,999
North Attleboro Council on AgingNorth Attleboro, MAGovernment EntitySupportive Services for Elders$8,549
Healthcare Options IncAttleboro, MA501(c)(3)Elder Dental Health Services$8,000
Health First Family CareFall River, MA501(c)(3)Supportive Services for Elders$5,000
Westport Council on AgingWestport, MAGovernment EntitySupportive Services for Elders$5,000
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
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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 finance committee of the board of directors 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

“Ceo, per board of directors' vote, has authority to establish salaries. For key employees, the methodology is to evaluate: 1) performance over the past year, 2) salary increase to ceo by board, 3) salary increases awarded to all staff, and 4) comparable salaries for like positions, if applicable.”

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
5086752101
Address
1 FATHER DEVALLES BLVD NO 8, FALL RIVER, MA 02723

Signing Officer

Name
Nancy Munson
Title
Chief Executive Officer
Phone
5086752101
Signed
2022-03-08
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
190
Volunteers
149

Preparer

Firm
Daniel Dennis & Company Llp
Address
990 WASHINGTON STREET STE 203, DEDHAM, MA 02026
Preparer
Eric Mahoney
Phone
6172629898
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“This process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“As of june 30, 2021, the organization has evaluated the tax positions taken in its previously filed returns and those expected to be taken in its fiscal year 2021 returns and believe they are more-likely-than-not of being sustained if examined by federal or state tax authorities. The organization's fiscal year 2018 through 2020 tax years remain subject to examination by federal and state tax authorities.”

Raw XML AppendixShowing 400 of 738 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt02932120
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02916254
IRS990/AccountsReceivableGrp/BOYAmt06474458
IRS990/AccountsReceivableGrp/EOYAmt07226009
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0THE 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.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt0688
IRS990/AdvertisingGrp/ProgramServicesAmt09471
IRS990/AdvertisingGrp/TotalAmt010159
IRS990/AllOtherContributionsAmt0159987
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt013419
IRS990/AllOtherExpensesGrp/TotalAmt013419
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0THE ORGANIZATION
IRS990/BooksInCareOfDetail/PhoneNum05086752101
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01 FATHER DEVALLES BLVD NO 8
IRS990/BooksInCareOfDetail/USAddress/CityNm0FALL RIVER
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd002723
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0382862
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0382862
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt02635
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0275
IRS990/ConferencesMeetingsGrp/TotalAmt02910
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt023480703
IRS990/CYGrantsAndSimilarPaidAmt018568448
IRS990/CYInvestmentIncomeAmt0856690
IRS990/CYOtherExpensesAmt03187745
IRS990/CYOtherRevenueAmt053495
IRS990/CYProgramServiceRevenueAmt011960420
IRS990/CYRevenuesLessExpensesAmt03786262
IRS990/CYSalariesCompEmpBnftPaidAmt010808853
IRS990/CYTotalExpensesAmt032565046
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt036351308
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt0109427
IRS990/DeferredRevenueGrp/EOYAmt0109427
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt053891
IRS990/DepreciationDepletionGrp/TotalAmt053891
IRS990/Desc0HOME CARE: PREVENT INSTITUTIONALIZATION SO THAT LOW-INCOME AND FRAIL ELDERLY CAN AVOID COSTLY NURSING HOME ENVIRONMENT AND RECEIVE SERVICES AT HOME.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt034742
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt030999
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt0190
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt07885689
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditPerformedInd01
IRS990/FederalGrantAuditRequiredInd01
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt061575
IRS990/FeesForServicesAccountingGrp/TotalAmt061575
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt016500
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt06600
IRS990/FeesForServicesLegalGrp/TotalAmt023100
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt150.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt160.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt170.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt180.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt190.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt200.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt210.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt220.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt230.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2435.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2536.25
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2635.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2735.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt2835.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd22X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd23X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt230
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2419631
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt257281
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2627349
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt275660
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt285509
IRS990/Form990PartVIISectionAGrp/PersonNm0JULIE ALMOND
IRS990/Form990PartVIISectionAGrp/PersonNm1BRUCE THAYER
IRS990/Form990PartVIISectionAGrp/PersonNm2EILEEN BEAULIEU
IRS990/Form990PartVIISectionAGrp/PersonNm3LOUISE BOULANGER
IRS990/Form990PartVIISectionAGrp/PersonNm4JUDITH AUBIN
IRS990/Form990PartVIISectionAGrp/PersonNm5CYNTHIA CARDOZA
IRS990/Form990PartVIISectionAGrp/PersonNm6ASHLEY CARTWRIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm7MARGARET CLARK-MOROFF
IRS990/Form990PartVIISectionAGrp/PersonNm8JIM DEARRUDA
IRS990/Form990PartVIISectionAGrp/PersonNm9MICHAEL GRACA
IRS990/Form990PartVIISectionAGrp/PersonNm10RICHARD KELSAY
IRS990/Form990PartVIISectionAGrp/PersonNm11DEBRA MALTAIS
IRS990/Form990PartVIISectionAGrp/PersonNm12BARB MAYNES
IRS990/Form990PartVIISectionAGrp/PersonNm13COLETTE MCKEON
IRS990/Form990PartVIISectionAGrp/PersonNm14DAN OUELLETTE
IRS990/Form990PartVIISectionAGrp/PersonNm15CJ PATEL
IRS990/Form990PartVIISectionAGrp/PersonNm16DIANE MCQUADE
IRS990/Form990PartVIISectionAGrp/PersonNm17JANET RICHARDI
IRS990/Form990PartVIISectionAGrp/PersonNm18MARGARET RILEY
IRS990/Form990PartVIISectionAGrp/PersonNm19JOANNE ROQUE
IRS990/Form990PartVIISectionAGrp/PersonNm20MARION RYLANDS
IRS990/Form990PartVIISectionAGrp/PersonNm21JANE SULLIVAN
IRS990/Form990PartVIISectionAGrp/PersonNm22CLAIRE SULLIVAN
IRS990/Form990PartVIISectionAGrp/PersonNm23ERIC POULIN
IRS990/Form990PartVIISectionAGrp/PersonNm24NANCY MUNSON
IRS990/Form990PartVIISectionAGrp/PersonNm25SUSAN BENFEITO
IRS990/Form990PartVIISectionAGrp/PersonNm26JULIA KLEIN
IRS990/Form990PartVIISectionAGrp/PersonNm27DEBORA AVILA-CARREIRO
IRS990/Form990PartVIISectionAGrp/PersonNm28DIANE THOMAS
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/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt24242261
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt25137202
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt26169326
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt27104784
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt28101756
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/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRPERSON
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/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/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt25CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt26CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt27NUTRITION DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt28DIRECTOR OF HOME CARE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01973
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt024
IRS990/GovernmentGrantsAmt023320716
IRS990/GrantAmt05271934
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt017892276
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt017892276
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0676172
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0676172
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt036351308
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt024
IRS990/IndivRcvdGreaterThan100KCnt05
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt059347
IRS990/InformationTechnologyGrp/ProgramServicesAmt0156977
IRS990/InformationTechnologyGrp/TotalAmt0216324
IRS990/InsuranceGrp/ManagementAndGeneralAmt051041
IRS990/InsuranceGrp/TotalAmt051041
IRS990/InvestmentIncomeGrp/ExclusionAmt0856690
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0856690
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03180433
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03989183
IRS990/IRPDocumentCnt010
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0468119
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0211525
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0157634
IRS990/LandBldgEquipCostOrOtherBssAmt0625753
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/NetAssetsOrFundBalancesBOYAmt013160388
IRS990/NetAssetsOrFundBalancesEOYAmt016946650
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt013125646
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt016915651
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0128341
IRS990/OccupancyGrp/ProgramServicesAmt0409486
IRS990/OccupancyGrp/TotalAmt0537827
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0107166
IRS990/OfficeExpensesGrp/ProgramServicesAmt0260143
IRS990/OfficeExpensesGrp/TotalAmt0367309
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt082656
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0637557
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0720213
IRS990/OtherExpensesGrp/Desc0MEALS
IRS990/OtherExpensesGrp/Desc1STIPENDS
IRS990/OtherExpensesGrp/Desc2CONSULTING SERVICES
IRS990/OtherExpensesGrp/Desc3BAD DEBT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt035477
IRS990/OtherExpensesGrp/ProgramServicesAmt01419265
IRS990/OtherExpensesGrp/ProgramServicesAmt1124336
IRS990/OtherExpensesGrp/ProgramServicesAmt267321
IRS990/OtherExpensesGrp/ProgramServicesAmt339899
IRS990/OtherExpensesGrp/TotalAmt01419265
IRS990/OtherExpensesGrp/TotalAmt1124336
IRS990/OtherExpensesGrp/TotalAmt2102798
IRS990/OtherExpensesGrp/TotalAmt339899
IRS990/OtherRevenueMiscGrp/BusinessCd0621610
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt053495
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt053495
IRS990/OtherRevenueTotalAmt053495
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0464901
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt08149710
IRS990/OtherSalariesAndWagesGrp/TotalAmt08614611
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt059560
IRS990/PayrollTaxesGrp/ProgramServicesAmt0676736
IRS990/PayrollTaxesGrp/TotalAmt0736296
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt036245
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0318626
IRS990/PensionPlanContributionsGrp/TotalAmt0354871
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0162557
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0110200
IRS990/PrincipalOfficerNm0NANCY MUNSON
IRS990/ProfessionalFundraisingInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$19,972,331
Liabilities
$3,025,681
Net assets
$16,946,650
Revenue
$36,351,308
Expenses
$32,565,046
Net income
$3,786,262
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