Civic Intelligence

Bristol Aging & Wellness Inc.

990 • Fiscal year 2024 • EIN 04-2545767

Jul 01, 2023 to Jun 30, 2024 • Filed on Feb 05, 2025

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

43rd percentile

0.15x

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

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

23rd percentile

0.09x

Higher debt load relative to revenue than 23% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

61st percentile

8.9%

Higher net margin than 61% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$220,574

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

70th percentile

12%

Faster asset growth than 70% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

69th percentile

20%

Faster revenue growth than 69% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Up

$29,633,737

Up $3,163,042 (+12%) from 2023

Net Assets

Up

$25,046,822

Up $4,014,148 (+19%) from 2023

Liabilities

Down

$4,586,915

Down $851,106 (-16%) from 2023

Revenue

Up

$49,042,275

Up $8,020,792 (+20%) from 2023

Expenses

Up

$44,655,484

Up $6,201,701 (+16%) from 2023

Net Income

Up

$4,386,791

Up $1,819,091 (+71%) from 2023

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

2024

Assets$29,633,737
Liabilities$4,586,915
Net Assets$25,046,822

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

2024

Revenue$49,042,275
Expenses$44,655,484
Net Income$4,386,791
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Feb 5, 2025
Return Version
2023v6.0
Gross Receipts
$49,042,275
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$12,772,125$12,042,906▼ $729,219
Pledges and Grants Receivable$6,638,415$10,261,854▲ $3,623,439
Investments in Publicly Traded Securities$3,710,705$4,131,842▲ $421,137
Accounts Receivable$2,370,650$2,515,054▲ $144,404
Prepaid Expenses and Deferred Charges$149,702$176,046▲ $26,344
Land, Buildings, and Equipment, Net$31,655$20,310▼ $11,345
Total Assets$26,470,695$29,633,737▲ $3,163,042
Other Assets Total$797,443$485,725▼ $311,718
Liabilities
Accounts Payable and Accrued Expenses$3,795,785$4,069,362▲ $273,577
Other Liabilities$797,293$485,700▼ $311,593
Deferred Revenue$844,943$31,853▼ $813,090
Total Liabilities$5,438,021$4,586,915▼ $851,106
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$21,013,829$25,029,721▲ $4,015,892
Net Assets With Donor Restrictions$18,845$17,101▼ $1,744
Total Net Assets Fund Balance$21,032,674$25,046,822▲ $4,014,148
Total Liabilities and Net Assets / Fund Balance$26,470,695$29,633,737▲ $3,163,042

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$349,467$349,467
Leasehold Improvements$20,310$118,909$139,219
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sandra FrechetteChief Executive OfficerFT$202,380$18,194$220,574
Susan BenfeitoChief Financial OfficerFT$142,452$15,362$157,814
Christine SiroisChief Operating OfficerFT$131,691$7,006$138,697
Diane ThomasChief Operating OfficerFT$130,862$7,006$137,868
Melanie Minutelli RamosChief Program OfficerFT$116,224$6,232$122,456
Deborah Avila-carreiroNutrition DirectorFT$110,780$5,539$116,319
Lisa KurowskiProtective SupervisorFT$101,311$5,487$106,798
Kerrie BraleyNursing DirectorFT$100,447$5,443$105,890

Board Members and Trustees

Highest Paid Contractors

ContractorServicesLocationCompensation
Secure NetworksComputer Support181 WALTON AVE, Hyannis, MA 02601$126,272
Revenue and Support

Revenue Composition

Contributions and Grants
$34,239,827
Program Service Revenue
$14,397,907
Investment Income
$218,520
Other Revenue
$186,021
All Other Contributions
$328,677
Change in Net Assets
$4,386,791

Audited Revenue Reconciliation

Revenue per Audited Statements
$49,042,275
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$415,661
Total Revenue per Audited Statements
$49,457,936
Total Revenue per Form 990
$49,042,275
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$27,375,029
Salaries, Compensation, and Employee Benefits$13,432,994
Other Expenses$3,847,461
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$26,559,373--$26,559,373
Other Salaries and Wages$10,124,236$728,214-$10,852,450
Payroll Taxes$825,805$83,812-$909,617
Other Employee Benefits$763,362$95,018-$858,380
Grants to Domestic Orgs$815,656--$815,656
Occupancy$554,329$65,065-$619,394
Pension Plan Contributions$381,391$54,977-$436,368
Office Expenses$338,875$93,518-$432,393
Travel$412,958$1,797-$414,755
Current Officers, Directors, Trustees, and Key Employees-$376,179-$376,179
Information Technology$168,481$80,941-$249,422
Insurance-$54,177-$54,177
Fees for Services Accounting-$53,240-$53,240
Fees for Services Legal-$18,000-$18,000
Other Expenses$4,195$10,937-$15,132
Advertising$13,694--$13,694
Depreciation Depletion-$11,345-$11,345
Conferences and Meetings$4,781$1,652-$6,433
Total Functional Expenses$42,926,612$1,728,872$0$44,655,484

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$44,655,484
Total Expenses per Audited Statements$44,655,484
Total Expenses per Form 990$44,655,484
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$260,422
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$70,631
Old Colony Elderly ServicesBrockton, MA501(c)(3)Long-term Care Options$63,287
Attleboro YmcaAttleboro, MAGovernment EntityPerishable Food Items and Nutrition Information for Seniors$37,193
Fall River Fire DepartmentFall River, MAGovernment EntityProvide Wellness Checks for Elders and Install of Assistive Devices$33,635
South Coast Lgbtq NetworkNew Bedford, MAGovernment EntitySOCIAL SERVICES AND TRANSPORTATION FOR LGBTQ+ SENIORS$33,354
Westport Council on AgingWestport, MAGovernment EntitySupportive Services for Elders$21,769
Norton Council on AgingNorton, MA501(c)(3)Rental of Physical Space for Fitness Classes and Other Programming for Seniors$20,106
Attleboro Council on AgingAttleboro, MA501(c)(3)Outreach$17,338
Buzzards Bay Speech TherapyMattapoisett, MAGovernment EntitySupportive Services for Elders$8,348
North Attleboro Council on AgingNorth Attleboro, MA-Home Repairs for Seniors$7,348
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$485,700
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 Aging & Wellness 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
2025-02-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sandra Frechette
Formed
1973
Legal Domicile
Ma
Voting Board Members
16
Independent Board Members
16
Employees
218
Volunteers
50

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:

EOEA TRANSFER -788,304.

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, 2024, the organization has evaluated the tax positions taken in its previously filed returns and those expected to be taken in its fiscal year 2024 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 2021 through 2023 tax years remain subject to examination by federal and state tax authorities.

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IRS990/Form990PartVIISectionAGrp/PersonNm2KATHLEEN STROZYK
IRS990/Form990PartVIISectionAGrp/PersonNm3KIMBERLY CIOCIOLA
IRS990/Form990PartVIISectionAGrp/PersonNm4JUDITH AUBIN
IRS990/Form990PartVIISectionAGrp/PersonNm5SANDRA CHRISTOUN
IRS990/Form990PartVIISectionAGrp/PersonNm6ASHLEY CARTWRIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm7JIM DEARRUDA
IRS990/Form990PartVIISectionAGrp/PersonNm8BRITTANY LYNCH
IRS990/Form990PartVIISectionAGrp/PersonNm9DEBRA MALTAIS
IRS990/Form990PartVIISectionAGrp/PersonNm10JENNIFER MILLERICK
IRS990/Form990PartVIISectionAGrp/PersonNm11CHAITALI PATEL
IRS990/Form990PartVIISectionAGrp/PersonNm12LAURA MITCHELL
IRS990/Form990PartVIISectionAGrp/PersonNm13MARGARET RILEY
IRS990/Form990PartVIISectionAGrp/PersonNm14CLAIRE SULLIVAN
IRS990/Form990PartVIISectionAGrp/PersonNm15RENEE HOWAYECK
IRS990/Form990PartVIISectionAGrp/PersonNm16SANDRA FRECHETTE
IRS990/Form990PartVIISectionAGrp/PersonNm17SUSAN BENFEITO
IRS990/Form990PartVIISectionAGrp/PersonNm18MELANIE MINUTELLI RAMOS
IRS990/Form990PartVIISectionAGrp/PersonNm19CHRISTINE SIROIS
IRS990/Form990PartVIISectionAGrp/PersonNm20DIANE THOMAS
IRS990/Form990PartVIISectionAGrp/PersonNm21KERRIE BRALEY
IRS990/Form990PartVIISectionAGrp/PersonNm22DEBORAH AVILA-CARREIRO
IRS990/Form990PartVIISectionAGrp/PersonNm23LISA KUROWSKI
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt22110780
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
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IRS990/Form990PartVIISectionAGrp/TitleTxt0VICE CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11CHAIRPERSON
IRS990/Form990PartVIISectionAGrp/TitleTxt12TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt17CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt18CHIEF PROGRAM OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt19CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt20CHIEF OPERATING OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt21NURSING DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22NUTRITION DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23PROTECTIVE SUPERVISOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01973
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GovernmentGrantsAmt033911150
IRS990/GrantAmt08537943
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt026559373
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt026559373
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0815656
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0815656
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt049042275
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt08
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt080941
IRS990/InformationTechnologyGrp/ProgramServicesAmt0168481
IRS990/InformationTechnologyGrp/TotalAmt0249422
IRS990/InsuranceGrp/ManagementAndGeneralAmt054177
IRS990/InsuranceGrp/TotalAmt054177
IRS990/InvestmentIncomeGrp/ExclusionAmt0218520
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0218520
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03710705
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04131842
IRS990/IRPDocumentCnt097
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0468376
IRS990/LandBldgEquipBasisNetGrp/BOYAmt031655
IRS990/LandBldgEquipBasisNetGrp/EOYAmt020310
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 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt021032674
IRS990/NetAssetsOrFundBalancesEOYAmt025046822
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0415661
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt021013829
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt025029721
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt065065
IRS990/OccupancyGrp/ProgramServicesAmt0554329
IRS990/OccupancyGrp/TotalAmt0619394
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt093518
IRS990/OfficeExpensesGrp/ProgramServicesAmt0338875
IRS990/OfficeExpensesGrp/TotalAmt0432393
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0797443
IRS990/OtherAssetsTotalGrp/EOYAmt0485725
IRS990/OtherChangesInNetAssetsAmt0-788304
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt095018
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0763362
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0858380
IRS990/OtherExpensesGrp/Desc0MEALS
IRS990/OtherExpensesGrp/Desc1BAD DEBT
IRS990/OtherExpensesGrp/Desc2STIPENDS
IRS990/OtherExpensesGrp/Desc3CONSULTING SERVICES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt010937
IRS990/OtherExpensesGrp/ProgramServicesAmt01709853
IRS990/OtherExpensesGrp/ProgramServicesAmt1211676
IRS990/OtherExpensesGrp/ProgramServicesAmt237947
IRS990/OtherExpensesGrp/ProgramServicesAmt34195
IRS990/OtherExpensesGrp/TotalAmt01709853
IRS990/OtherExpensesGrp/TotalAmt1211676
IRS990/OtherExpensesGrp/TotalAmt237947
IRS990/OtherExpensesGrp/TotalAmt315132
IRS990/OtherLiabilitiesGrp/BOYAmt0797293
IRS990/OtherLiabilitiesGrp/EOYAmt0485700
IRS990/OtherRevenueMiscGrp/BusinessCd0621610
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0186021
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0186021
IRS990/OtherRevenueTotalAmt0186021
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0728214
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt010124236
IRS990/OtherSalariesAndWagesGrp/TotalAmt010852450
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt083812
IRS990/PayrollTaxesGrp/ProgramServicesAmt0825805
IRS990/PayrollTaxesGrp/TotalAmt0909617
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt054977
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0381391
IRS990/PensionPlanContributionsGrp/TotalAmt0436368
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt06638415
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt010261854
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0149702
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0176046
IRS990/PrincipalOfficerNm0SANDRA FRECHETTE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0621610
IRS990/ProgramServiceRevenueGrp/BusinessCd1621610
IRS990/ProgramServiceRevenueGrp/Desc0MEDICARE/MEDICAID
IRS990/ProgramServiceRevenueGrp/Desc1CLIENT FEES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt013465043
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1932864
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt013465043
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1932864
IRS990/ProgSrvcAccomActy2Grp/Desc0ENHANCED COMMUNITY OPTIONS PROGRAM (ECOP): PROVIDES A RANGE OF COMMUNITY SERVICES TO ELDERS TO ENABLE THEM TO AVOID THE COSTLY NURSING FACILITY ENVIRONMENT AND TO REMAIN IN THE COMMUNITY.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt06432636
IRS990/ProgSrvcAccomActy2Grp/GrantAmt05105200
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0237808
IRS990/ProgSrvcAccomActy3Grp/Desc0SENIOR CARE OPTIONS PROVIDES A HEALTH PLAN FOR LOW-INCOME SENIORS WHO QUALIFY FOR BOTH MEDICARE AND MEDICAID.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt013113441
IRS990/ProgSrvcAccomActy3Grp/GrantAmt09964885
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt013465043
IRS990/ProgSrvcAccomActyOtherGrp/Desc0SOCIAL SERVICES PROVIDED TO ELDERS.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt011582824
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt03767001
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt099568
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt027975006

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