Civic Intelligence

Bristol Aging & Wellness Inc.

990 • Fiscal year 2023 • EIN 04-2545767

Jul 01, 2022 to Jun 30, 2023 • Filed on Feb 19, 2024

1 Father Devalles Blvd 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

48th percentile

0.21x

Higher debt load relative to assets than 48% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Liabilities / Revenue

28th percentile

0.13x

Higher debt load relative to revenue than 28% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Net Margin

57th percentile

6.3%

Higher net margin than 57% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$273,850

Higher top officer pay than 54% of similar nonprofits.

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

2023 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2023

Asset Growth

63rd percentile

11%

Faster asset growth than 63% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Revenue Growth

62nd percentile

11%

Faster revenue growth than 62% of similar nonprofits.

2023 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2022 to 2023

Assets

Up

$26,470,695

Up $2,667,586 (+11%) from 2022

Net Assets

Up

$21,032,674

Up $2,781,320 (+15%) from 2022

Liabilities

Down

$5,438,021

Down $113,734 (-2.0%) from 2022

Revenue

Up

$41,021,483

Up $4,173,230 (+11%) from 2022

Expenses

Up

$38,453,783

Up $3,194,188 (+9.1%) from 2022

Net Income

Up

$2,567,700

Up $979,042 (+62%) from 2022

Historical Trend

Balance Sheet Trend

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

2023

Assets$26,470,695
Liabilities$5,438,021
Net Assets$21,032,674

Operations Trend

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

2023

Revenue$41,021,483
Expenses$38,453,783
Net Income$2,567,700
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Feb 19, 2024
Return Version
2022v5.0
Gross Receipts
$41,021,483
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$13,893,845$12,772,125▼ $1,121,720
Accounts Receivable$6,394,266$9,009,065▲ $2,614,799
Investments in Publicly Traded Securities$3,341,584$3,710,705▲ $369,121
Prepaid Expenses and Deferred Charges$124,113$149,702▲ $25,589
Land, Buildings, and Equipment, Net$49,301$31,655▼ $17,646
Total Assets$23,803,109$26,470,695▲ $2,667,586
Other Assets Total$0$797,443▲ $797,443
Liabilities
Accounts Payable and Accrued Expenses$5,247,770$3,795,785▼ $1,451,985
Deferred Revenue$303,985$844,943▲ $540,958
Other Liabilities$0$797,293▲ $797,293
Total Liabilities$5,551,755$5,438,021▼ $113,734
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$18,228,203$21,013,829▲ $2,785,626
Net Assets With Donor Restrictions$23,151$18,845▼ $4,306
Total Net Assets Fund Balance$18,251,354$21,032,674▲ $2,781,320
Total Liabilities and Net Assets / Fund Balance$23,803,109$26,470,695▲ $2,667,586

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,174$344,293$349,467
Leasehold Improvements$26,481$112,738$139,219
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Julia KleinChief Executive OfficerFT$241,705$32,145$273,850
Susan BenfeitoChief Financial OfficerFT$142,242$15,115$157,357
Sandra FrechetteChief Program OfficerFT$119,136$13,916$133,052
Diane ThomasChief Operating OfficerFT$116,900$6,266$123,166
Christine SiroisChief Operating OfficerFT$116,663$6,254$122,917
Lisa KurowskiProtective SupervisorFT$100,442$14,129$114,571
Deborah Avila-carreiroNutrition DirectorFT$101,491$5,496$106,987

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Secure NetworksComputer Support181 WALTON AVE, Hyannis, MA 02601$155,115
Revenue and Support

Revenue Composition

Contributions and Grants
$27,975,006
Program Service Revenue
$12,749,495
Investment Income
$113,830
Other Revenue
$183,152
All Other Contributions
$226,358
Change in Net Assets
$2,567,700

Audited Revenue Reconciliation

Revenue per Audited Statements
$41,021,483
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$369,120
Total Revenue per Audited Statements
$41,390,603
Total Revenue per Form 990
$41,021,483
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$23,266,668
Salaries, Compensation, and Employee Benefits$11,573,763
Other Expenses$3,613,352
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$22,420,204--$22,420,204
Other Salaries and Wages$8,443,574$839,670-$9,283,244
Grants to Domestic Orgs$846,464--$846,464
Payroll Taxes$722,588$91,754-$814,342
Other Employee Benefits$677,363$121,936-$799,299
Occupancy$537,325$40,735-$578,060
Office Expenses$255,645$141,144-$396,789
Current Officers, Directors, Trustees, and Key Employees-$375,624-$375,624
Travel$360,938--$360,938
Pension Plan Contributions$257,953$43,301-$301,254
Information Technology$141,484$92,696-$234,180
Fees for Services Accounting-$53,980-$53,980
Insurance-$50,610-$50,610
Advertising$30,895--$30,895
Other Expenses$16,016$11,584-$27,600
Fees for Services Legal$1,500$16,500-$18,000
Depreciation Depletion-$17,645-$17,645
Conferences and Meetings$356$6,085-$6,441
All Other Expenses$1,622$601-$2,223
Total Functional Expenses$36,549,918$1,903,865$0$38,453,783

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$38,453,783
Total Expenses per Audited Statements$38,453,783
Total Expenses per Form 990$38,453,783
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$274,898
Coastline Elderly ServicesNew Bedford, MA501(c)(3)Long-term Care Options$119,468
Southeast Center for Independent Living IncFall River, MA501(c)(3)Long-term Care Options$119,468
South Coastal Counties Legal ServicesFall River, MA501(c)(3)Elder Legal Assistance$68,854
Old Colony Elderly ServicesBrockton, MA501(c)(3)Long-term Care Options$63,287
Attleboro YmcaAttleboro, MAGovernment EntityPerishable Food Items and Nutrition Information for Seniors$52,328
Fall River Fire DepartmentFall River, MAGovernment EntityProvide Wellness Checks for Elders and Install of Assistive Devices$36,658
Attleboro Council on AgingAttleboro, MA501(c)(3)Outreach$24,922
Norton Council on AgingNorton, MA501(c)(3)Rental of Physical Space for Fitness Classes and Other Programming for Seniors$20,715
South Coast Lgbtq NetworkNew Bedford, MAGovernment EntitySOCIAL SERVICES AND TRANSPORTATION FOR LGBTQ+ SENIORS$13,614
Buzzards Bay Speech TherapyMattapoisett, MAGovernment EntitySupportive Services for Elders$11,038
Westport Council on AgingWestport, MA501(c)(3)Supportive Services for Elders$7,280
Community Visiting Nurse AssociationAttleboro, MAGovernment EntityDental Services for Seniors$6,000
Newman YmcaSeekonk, MA501(c)(3)Behavioral Health Services for Seniors$5,907
North Attleboro Council on AgingNorth Attleboro, MA-Home Repairs for Seniors$5,175
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$797,293
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 8, FALL RIVER, MA 02723

Signing Officer

Name
Sandra Frechette
Title
Chief Executive Officer
Phone
5086752101
Signed
2024-02-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sandra Frechette
Formed
1973
Legal Domicile
Ma
Voting Board Members
21
Independent Board Members
21
Employees
198
Volunteers
62

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 XI, LINE 9:

Due to other asap -155,500.

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, 2023, the organization has evaluated the tax positions taken in its previously filed returns and those expected to be taken in its fiscal year 2023 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 2020 through 2022 tax years remain subject to examination by federal and state tax authorities.

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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
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IRS990/Form990PartVIISectionAGrp/PersonNm1BRUCE THAYER
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IRS990/Form990PartVIISectionAGrp/PersonNm3KIMBERLY CIOCIOLA
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IRS990/Form990PartVIISectionAGrp/PersonNm7VIRGINIA KING
IRS990/Form990PartVIISectionAGrp/PersonNm8JIM DEARRUDA
IRS990/Form990PartVIISectionAGrp/PersonNm9BRITTANY LYNCH
IRS990/Form990PartVIISectionAGrp/PersonNm10RICHARD KELSAY
IRS990/Form990PartVIISectionAGrp/PersonNm11DEBRA MALTAIS
IRS990/Form990PartVIISectionAGrp/PersonNm12BARB MAYNES
IRS990/Form990PartVIISectionAGrp/PersonNm13KATHLEEN PEARLE
IRS990/Form990PartVIISectionAGrp/PersonNm14JENNIFER MILLERICK
IRS990/Form990PartVIISectionAGrp/PersonNm15CJ PATEL
IRS990/Form990PartVIISectionAGrp/PersonNm16LAURA MITCHELL
IRS990/Form990PartVIISectionAGrp/PersonNm17MARGARET RILEY
IRS990/Form990PartVIISectionAGrp/PersonNm18JOANNE ROQUE
IRS990/Form990PartVIISectionAGrp/PersonNm19CLAIRE SULLIVAN
IRS990/Form990PartVIISectionAGrp/PersonNm20RENEE HOWAYECK
IRS990/Form990PartVIISectionAGrp/PersonNm21SANDRA FRECHETTE
IRS990/Form990PartVIISectionAGrp/PersonNm22SUSAN BENFEITO
IRS990/Form990PartVIISectionAGrp/PersonNm23JULIA KLEIN
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IRS990/Form990PartVIISectionAGrp/PersonNm26DEBORAH AVILA-CARREIRO
IRS990/Form990PartVIISectionAGrp/PersonNm27LISA KUROWSKI
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/TitleTxt0VICE CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6SECRETARY
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/TitleTxt15CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt16TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21CHIEF PROGRAM OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt22CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt23CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt24CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt25CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt26NUTRITION DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt27PROTECTIVE SUPERVISOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01973
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt021
IRS990/GovernmentGrantsAmt027748648
IRS990/GrantAmt06970419
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt022420204
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt022420204
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0846464
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IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt041021483
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
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IRS990/IndivRcvdGreaterThan100KCnt07
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
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IRS990/InformationTechnologyGrp/ProgramServicesAmt0141484
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IRS990/InsuranceGrp/ManagementAndGeneralAmt050610
IRS990/InsuranceGrp/TotalAmt050610
IRS990/InvestmentIncomeGrp/ExclusionAmt0113830
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0113830
IRS990/InvestmentInJointVentureInd00
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt03710705
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IRS990/LandBldgEquipCostOrOtherBssAmt0488686
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
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IRS990/NondeductibleContributionsInd00
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IRS990/OccupancyGrp/ProgramServicesAmt0537325
IRS990/OccupancyGrp/TotalAmt0578060
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0141144
IRS990/OfficeExpensesGrp/ProgramServicesAmt0255645
IRS990/OfficeExpensesGrp/TotalAmt0396789
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
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IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt0797443
IRS990/OtherChangesInNetAssetsAmt0-155500
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0121936
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0677363
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IRS990/OtherExpensesGrp/Desc0MEALS
IRS990/OtherExpensesGrp/Desc1STIPENDS
IRS990/OtherExpensesGrp/Desc2BAD DEBT
IRS990/OtherExpensesGrp/Desc3CONSULTING SERVICES
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IRS990/OtherExpensesGrp/ProgramServicesAmt1132717
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IRS990/OtherExpensesGrp/ProgramServicesAmt316016
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IRS990/OtherExpensesGrp/TotalAmt1132717
IRS990/OtherExpensesGrp/TotalAmt258209
IRS990/OtherExpensesGrp/TotalAmt327600
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt0797293
IRS990/OtherRevenueMiscGrp/BusinessCd0621610
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt0264
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0182888
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0183152
IRS990/OtherRevenueTotalAmt0183152
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0839670
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt08443574
IRS990/OtherSalariesAndWagesGrp/TotalAmt09283244
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt091754
IRS990/PayrollTaxesGrp/ProgramServicesAmt0722588
IRS990/PayrollTaxesGrp/TotalAmt0814342

Document Assets

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Filings

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