2025-02-06T08:44:15-06:00 2024-06-30 042734675 DANIEL DENNIS & COMPANY LLP 990 WASHINGTON STREET STE 203 DEDHAM MA 02026 990 2023-07-01 042545767 BRISTOL AGING & WELLNESS INC BRIS 5086752101 1 FATHER DEVALLES BLVD 8 FALL RIVER MA 02723 SANDRA FRECHETTE CHIEF EXECUTIVE OFFICER 5086752101 2025-02-05 1 0 ERIC MAHONEY P01794716 6172629898 2025-02-05 2023 2025-03-06 01:10:19Z SANDRA FRECHETTE 1 FATHER DEVALLES BLVD 8 FALL RIVER MA 02723 49042275 0 X WWW.BRISTOLELDER.ORG X 1973 MA 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. 16 16 218 50 0 0 27975006 34239827 12749495 14397907 113830 218520 183152 186021 41021483 49042275 23266668 27375029 0 0 11573763 13432994 0 0 0 3613352 3847461 38453783 44655484 2567700 4386791 26470695 29633737 5438021 4586915 21032674 25046822 X 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. 0 0 11797711 8537943 781509 HOME CARE: PREVENT INSTITUTIONALIZATION SO THAT LOW-INCOME AND FRAIL ELDERLY CAN AVOID COSTLY NURSING HOME ENVIRONMENT AND RECEIVE SERVICES AT HOME. 6432636 5105200 237808 ENHANCED 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. 13113441 9964885 13465043 SENIOR CARE OPTIONS PROVIDES A HEALTH PLAN FOR LOW-INCOME SENIORS WHO QUALIFY FOR BOTH MEDICARE AND MEDICAID. 11582824 3767001 99568 SOCIAL SERVICES PROVIDED TO ELDERS. 11582824 3767001 99568 42926612 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 97 0 1 218 1 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 MA X THE ORGANIZATION 5086752101 1 FATHER DEVALLES BLVD 8 FALL RIVER MA 02723 JULIE ALMOND VICE CHAIRPERSON 0.50 X X 0 0 0 WENDY J ADAMS DIRECTOR 0.25 X 0 0 0 KATHLEEN STROZYK DIRECTOR 0.25 X 0 0 0 KIMBERLY CIOCIOLA DIRECTOR 0.25 X 0 0 0 JUDITH AUBIN DIRECTOR 0.25 X 0 0 0 SANDRA CHRISTOUN DIRECTOR 0.25 X 0 0 0 ASHLEY CARTWRIGHT DIRECTOR 0.25 X 0 0 0 JIM DEARRUDA SECRETARY 0.50 X X 0 0 0 BRITTANY LYNCH DIRECTOR 0.25 X 0 0 0 DEBRA MALTAIS DIRECTOR 0.25 X 0 0 0 JENNIFER MILLERICK DIRECTOR 0.25 X 0 0 0 CHAITALI PATEL CHAIRPERSON 0.50 X X 0 0 0 LAURA MITCHELL TREASURER 0.50 X X 0 0 0 MARGARET RILEY DIRECTOR 0.25 X 0 0 0 CLAIRE SULLIVAN DIRECTOR 0.25 X 0 0 0 RENEE HOWAYECK DIRECTOR 0.25 X 0 0 0 SANDRA FRECHETTE CHIEF EXECUTIVE OFFICER 36.25 X 202380 0 18194 SUSAN BENFEITO CHIEF FINANCIAL OFFICER 36.25 X 142452 0 15362 MELANIE MINUTELLI RAMOS CHIEF PROGRAM OFFICER 35.00 X 116224 0 6232 CHRISTINE SIROIS CHIEF OPERATING OFFICER 35.00 X 131691 0 7006 DIANE THOMAS CHIEF OPERATING OFFICER 35.00 X 130862 0 7006 KERRIE BRALEY NURSING DIRECTOR 35.00 X 100447 0 5443 DEBORAH AVILA-CARREIRO NUTRITION DIRECTOR 35.00 X 110780 0 5539 LISA KUROWSKI PROTECTIVE SUPERVISOR 35.00 X 101311 0 5487 1036147 0 70269 8 0 1 0 SECURE NETWORKS 181 WALTON AVE HYANNIS MA 02601 COMPUTER SUPPORT 126272 1 33911150 328677 34239827 MEDICARE/MEDICAID 621610 13465043 13465043 CLIENT FEES 621610 932864 932864 14397907 218520 218520 OTHER INCOME 621610 186021 186021 186021 49042275 14583928 0 218520 815656 815656 26559373 26559373 376179 376179 10852450 10124236 728214 436368 381391 54977 858380 763362 95018 909617 825805 83812 18000 18000 53240 53240 13694 13694 432393 338875 93518 249422 168481 80941 619394 554329 65065 414755 412958 1797 6433 4781 1652 11345 11345 54177 54177 MEALS 1709853 1709853 BAD DEBT 211676 211676 STIPENDS 37947 37947 CONSULTING SERVICES 15132 4195 10937 44655484 42926612 1728872 0 12772125 12042906 6638415 10261854 2370650 2515054 149702 176046 488686 468376 31655 20310 3710705 4131842 797443 485725 26470695 29633737 3795785 4069362 844943 31853 797293 485700 5438021 4586915 X 21013829 25029721 18845 17101 21032674 25046822 26470695 29633737 X 4386791 415661 -788304 X X 0 1 X 1 1 1 X 21563869 23480703 25184901 27975006 34239827 132444306 21563869 23480703 25184901 27975006 34239827 132444306 132444306 87511 856690 -625980 482950 634181 1435352 133879658 65032296 0.98930 0.99230 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 139219 118909 20310 349467 349467 0 20310 OPERATING LEASE LIABILITY 485700 485700 X 49457936 415661 415661 49042275 0 49042275 44655484 0 44655484 0 44655484 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. 1 COMMUNITY COUNSELING OF BRISTOL COUNTY INC 1 WASHINGTON STREET TAUNTON MA 02780 043035697 501(C)(3) 260422 0 BOOK ELDER MENTAL HEALTH SERVICES SOUTH COASTAL COUNTIES LEGAL SERVICES 22 BEDFORD STREET FALL RIVER MA 02722 043330208 501(C)(3) 70631 0 BOOK ELDER LEGAL ASSISTANCE COASTLINE ELDERLY SERVICES 1646 PURCHASE STREET NEW BEDFORD MA 02740 042622121 501(C)(3) 119468 0 BOOK LONG-TERM CARE OPTIONS SOUTHEAST CENTER FOR INDEPENDENT LIVING INC 66 TROY STREET FALL RIVER MA 02720 042939676 501(C)(3) 119468 0 BOOK LONG-TERM CARE OPTIONS OLD COLONY ELDERLY SERVICES 144 MAIN STREET BROCKTON MA 02301 042545236 501(C)(3) 63287 0 BOOK LONG-TERM CARE OPTIONS BUZZARDS BAY SPEECH THERAPY 23 PEARL STREET MATTAPOISETT MA 02739 464972494 8348 0 BOOK SUPPORTIVE SERVICES FOR ELDERS WESTPORT COUNCIL ON AGING 75 REED ROAD WESTPORT MA 02790 046001361 GOVERNMENT ENTITY 21769 0 BOOK SUPPORTIVE SERVICES FOR ELDERS FALL RIVER FIRE DEPARTMENT 140 COMMERCE DRIVE FALL RIVER MA 02720 046001387 GOVERNMENT ENTITY 33635 0 BOOK PROVIDE WELLNESS CHECKS FOR ELDERS AND INSTALL OF ASSISTIVE DEVICES NORTON COUNCIL ON AGING 55 WEST MAIN STREET NORTON MA 02766 046001252 GOVERNMENT ENTITY 20106 0 BOOK RENTAL OF PHYSICAL SPACE FOR FITNESS CLASSES AND OTHER PROGRAMMING FOR SENIORS ATTLEBORO YMCA 44 PECK STREET ATTLEBORO MA 02703 042255819 501(C)(3) 37193 0 BOOK PERISHABLE FOOD ITEMS AND NUTRITION INFORMATION FOR SENIORS ATTLEBORO COUNCIL ON AGING 25 SOUTH MAIN STREET ATTLEBORO MA 02703 046001378 GOVERNMENT ENTITY 17338 0 BOOK OUTREACH SOUTH COAST LGBTQ NETWORK PO BOX 8473 NEW BEDFORD MA 02740 822601799 501(C)(3) 33354 0 BOOK SOCIAL SERVICES AND TRANSPORTATION FOR LGBTQ+ SENIORS NORTH ATTLEBORO COUNCIL ON AGING 204 ELM STREET NORTH ATTLEBORO MA 02760 046001246 GOVERNMENT ENTITY 7348 0 BOOK HOME REPAIRS FOR SENIORS 12 1 HOME CARE SERVICES TO ELDERS 5000 26559373 BOOK DELIVERY OF HOME CARE SERVICES TO ELIGIBLE ELDERS TO PREVENT INSTITUTIONALIZATION BY OFFERING A WIDE RANGE OF SERVICES PART I, LINE 2: EACH SUBGRANTEE USING FEDERAL FUNDS IS MONITORED AT LEAST ONCE A YEAR. SOURCE DOCUMENTS ARE REVIEWED SUCH AS PAYROLL RECORDS, EXPENDITURE AUTHORIZATION PROCEDURES, DONATION POLICIES, PROGRAM ATTENDANCE RECORDS, FILING SYSTEMS, ETC. X 0 0 0 0 0 0 0 0 0 SANDRA FRECHETTE CHIEF EXECUTIVE OFFICER 202380 0 0 0 0 0 10119 0 8075 0 220574 0 0 0 SUSAN BENFEITO CHIEF FINANCIAL OFFICER 142452 0 0 0 0 0 7112 0 8250 0 157814 0 0 0 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. 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.