ADVISEWELL INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ADVISEWELL INC (EIN 72-1081340)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-13
- IRS object ID
- 202523179349302882
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-13T09:17:28-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 721042866 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KUSHNER LAGRAIZE LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3330 WEST ESPLANADE AVENUE STE 100 | AddressLine1Txt |
| City | METAIRIE | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 721081340 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADVISEWELL INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ADVI | BusinessNameControlTxt |
| Phone | 2259266353 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 ST CHARLES AVENUE SUITE 2401 | AddressLine1Txt |
| City | NEW ORLEANS | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70170 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRET CLESI | PersonNm |
| Person Title | CHAIRMAN AND PRESIDENT | PersonTitleTxt |
| Phone | 2259266353 | PhoneNum |
| Signature | 2025-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MICHELLE B TRESCHWIG | PreparerPersonNm |
| PTIN | P02289745 | PTIN |
| Phone | 5048389991 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BRET CLESI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 ST CHARLES AVE SUITE 2401 | AddressLine1Txt |
| City | NEW ORLEANS | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70170 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,662,756 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ADVISEWELL.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1986 | FormationYr |
| Legal Domicile State | LA | LegalDomicileStateCd |
| Activity Or Mission | TO IMPROVE THE QUALITY OF HEALTH AND HEALTH CARE BY USING INFORMATION AND COLLABORATIVE RELATIONSHIPS TO ENABLE CHANGES. SIGNIFICANT ACTIVITIES INCLUDE PROVIDING QUALITY IMPROVEMENT, REVIEW AND ASSURANCE SERVICES FOR HEALTH PROGRAMS ADMINISTERED BY GOVERNMENTAL AND PRIVATE ORGANIZATIONS. ADVISEWELL, INC. RECEIVES A SUBSTANTIAL PART OF ITS FUNDING FROM FEDERAL AND STATE GOVERNMENTAL CONTRACTS TO BENEFIT PUBLIC HEALTH. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 5 | VotingMembersIndependentCnt |
| Total Employee | 22 | TotalEmployeeCnt |
| Total Volunteers | 54 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,856,552 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,069,080 | CYProgramServiceRevenueAmt |
| PY Investment Income | $540,277 | PYInvestmentIncomeAmt |
| CY Investment Income | $633,875 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | -$40,199 | CYOtherRevenueAmt |
| PY Total Revenue | $2,396,829 | PYTotalRevenueAmt |
| CY Total Revenue | $2,662,756 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $873,064 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $979,745 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,154,636 | PYOtherExpensesAmt |
| CY Other Expenses | $2,012,687 | CYOtherExpensesAmt |
| PY Total Expenses | $3,027,700 | PYTotalExpensesAmt |
| CY Total Expenses | $2,992,432 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$630,871 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$329,676 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $14,406,403 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,026,836 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $102,370 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $115,426 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $14,304,033 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $14,911,410 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO IMPROVE THE QUALITY OF HEALTH AND HEALTHCARE BY USING INFORMATION AND COLLABORATIVE RELATIONSHIPS TO ENABLE CHANGE | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,368,607 | ExpenseAmt |
| Revenue | $2,069,080 | RevenueAmt |
| Desc | THE SENIOR MEDICARE PATROL FEDERAL GRANTS ARE THROUGH THE DEPARTMENT OF HEALTH & HUMAN SERVICES - ADMINISTRATION FOR COMMUNITY LIVING. OUR GRANTS TEAM WORKS TO EDUCATE MEDICARE BENEFICIARIES, THEIR FAMILIES, AND CAREGIVERS AND TO EMPOWER MEDICARE BENEFICIARIES THROUGH INCREASED AWARENESS AND UNDERSTANDING OF HEALTH CARE PROGRAMS TO PROTECT THEM FROM THE ECONOMIC AND HEALTH- RELATED CONSEQUENCES ASSOCIATED WITH MEDICARE FRAUD, ERRORS, AND ABUSE. | Desc |
| Total Program Service Expenses | $1,368,607 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | Yes (1) | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 22 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 5 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRET CLESI | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2259266353 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 ST CHARLES AVE SUITE 2401 | AddressLine1Txt |
| City | NEW ORLEANS | CityNm |
| State Abbreviation | LA | StateAbbreviationCd |
| ZIP | 70170 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| BRET CLESI | |||||||
| CHAIRMAN OF THE BOARD, PRESIDENT, & CEO | 14.00 | Yes (X) | Yes (X) | $25,750 | $0 | $0 | |
| CHARLES JOUANDOT | |||||||
| TREASURER | 6.00 | Yes (X) | Yes (X) | $6,625 | $0 | $0 | |
| LARRY MITCHUM | |||||||
| SECRETARY | 6.00 | Yes (X) | Yes (X) | $938 | $0 | $0 | |
| PATRICK BURNS | |||||||
| VICE CHAIRMAN & VICE PRESIDENT | 6.00 | Yes (X) | Yes (X) | $10,687 | $0 | $0 | |
| BRIDGET GALATAS | |||||||
| BOARD MEMBER | 6.00 | Yes (X) | $3,375 | $0 | $0 | ||
| CATHERINE BOURGEOIS | |||||||
| QUALITY IMPROVEMENT MANAGER | 40.00 | $114,658 | $0 | $0 | Yes (X) | ||
| SONJA J LANDRY | |||||||
| SMP PROGRAM MANAGER | 40.00 | $135,341 | $0 | $0 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $297,374 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 2 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CLESI BURNS LLC | |||||
| 201 SAINT CHARLES AVE | NEW ORLEANS | LA | 70170 | ADMINISTRATIVE AND HR SERVICES | $469,680 |
| ERNST YOUNG LLP | |||||
| PO BOX 933514 | ATLANTA | GA | 31193 | ACCOUNTING | $254,770 |
| FRAICHE STRATEGIES LLC | |||||
| 15151 HIGHLAND ROAD | BATON ROUGE | LA | 70810 | CONSULTING | $220,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SENIOR MEDICARE PATROL | 621110 | $2,066,080 | $2,066,080 |
| OTHER | 621110 | $3,000 | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,069,080 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $633,875 | TotalRevenueColumnAmt |
| Exclusion | $633,875 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LOSS FROM INVESTMENT I | Desc |
| Business | 523000 | BusinessCd |
| Total Revenue Column | -$40,199 | TotalRevenueColumnAmt |
| Exclusion | -$40,199 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | -$40,199 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,662,756 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,069,080 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $593,676 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $936,256 | TotalAmt |
| Program Services | $768,370 | ProgramServicesAmt |
| Management And General | $167,886 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,489 | TotalAmt |
| Management And General | $43,489 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $240,000 | TotalAmt |
| Management And General | $240,000 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,671 | TotalAmt |
| Management And General | $25,671 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $266,910 | TotalAmt |
| Management And General | $266,910 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $376,712 | TotalAmt |
| Program Services | $333,930 | ProgramServicesAmt |
| Management And General | $42,782 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,197 | TotalAmt |
| Program Services | $12,187 | ProgramServicesAmt |
| Management And General | $1,010 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,670 | TotalAmt |
| Program Services | $1,311 | ProgramServicesAmt |
| Management And General | $6,359 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,406 | TotalAmt |
| Program Services | $132,212 | ProgramServicesAmt |
| Management And General | $1,194 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,852 | TotalAmt |
| Program Services | $750 | ProgramServicesAmt |
| Management And General | $50,102 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,020 | TotalAmt |
| Management And General | $1,020 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $270,971 | TotalAmt |
| Management And General | $270,971 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt |
|---|---|---|---|
| HR EXPENSE | $469,680 | $469,680 | |
| POSTAGE | $50,769 | $1,104 | $49,665 |
| REPRODUCTION AND PRINTI | $24,458 | $24,458 | |
| COMPUTER SOFTWARE | $22,288 | $6,939 | $15,349 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,083 | TotalAmt |
| Program Services | $30,375 | ProgramServicesAmt |
| Management And General | $28,708 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,992,432 | TotalAmt |
| Program Services | $1,368,607 | ProgramServicesAmt |
| Management And General | $1,623,825 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $96,418 | BOYAmt |
| EOY | $61,716 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,526 | BOYAmt |
| EOY | $145,941 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $22,268 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,202,459 | BOYAmt |
| EOY | $14,640,644 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $156,267 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,406,403 | BOYAmt |
| EOY | $15,026,836 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,369 | BOYAmt |
| EOY | $62,931 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,001 | BOYAmt |
| EOY | $52,495 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,370 | BOYAmt |
| EOY | $115,426 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,304,033 | BOYAmt |
| EOY | $14,911,410 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,304,033 | BOYAmt |
| EOY | $14,911,410 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,406,403 | BOYAmt |
| EOY | $15,026,836 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$329,676 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $554,310 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $382,743 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $750,103 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $994,739 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,670,274 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,856,552 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,069,080 | CurrentTaxYearAmt |
| Total | $7,340,748 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $750,103 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $994,739 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,670,274 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,856,552 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,069,080 | CurrentTaxYearAmt |
| Total | $7,340,748 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $7,340,748 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $198,323 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $413,822 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,262,492 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $540,277 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $631,620 | CurrentTaxYearAmt |
| Total | $7,046,534 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $14,387,282 | TotalSupportAmt |
| Public Support CY170 | 0.51020 | PublicSupportCY170Pct |
| Public Support PY170 | 0.85550 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SBA/PPP LOAN | Desc |
| Amt | $52,495 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $52,495 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,217,066 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $554,310 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $554,310 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,662,756 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,662,756 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,992,432 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,992,432 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,992,432 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS A NOT-FOR-PROFIT ORGANIZATION, AS DESCRIBED IN SECTION 50L(C)(3) OF THE INTERNAL REVENUE CODE (THE CODE), AND IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 50L(A) OF THE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THESE FINANCIAL STATEMENTS. THE ORGANIZATION APPLIES THE ACCOUNTING GUIDANCE RELATED TO ACCOUNTING FOR UNCERTAIN TAX POSITIONS, AND, IN MANAGEMENT'S JUDGMENT, THE ORGANIZATION DOES NOT HAVE ANY TAX POSITIONS THAT WOULD RESULT IN A LOSS CONTINGENCY CONSIDERING THE FACTS, CIRCUMSTANCES, AND INFORMATION AVAILABLE AT THE REPORTING DATE. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLESI BURNS LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | ENTITY MORE THAN 35% OWNED BY BOARD CHAIR BRETT CLESI AND VICE CHAIR BURNS | RelationshipDescriptionTxt |
| Transaction | $469,680 | TransactionAmt |
| Transaction | EXECUTIVE, MANAGEMENT, HR, AND ADMINISTRATIVE SUPPORT SERVICES | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | CLESI BURNS, LLC, OWNED BY BRET CLESI (CEO, PRESIDENT, AND CHAIRMAN OF ADVISE WELL, INC.) AND PATRICK BURNS (VICE CHAIRMAN AND VICE PRESIDENT OF ADVISEWELL, INC) PROVIDES CERTAIN EXECUTIVE, MANAGEMENT, HUMAN RESOURCES, AND ADMINSTRATIVE SUPPORT SERVICES TO ADVISEWELL, INC. |
| FORM 990, PART VI, SECTION A, LINE 3 | CLESI BURNS, LLC, OWNED BY BRET CLESI (CEO, PRESIDENT, AND CHAIRMAN OF ADVISE WELL, INC.) AND PATRICK BURNS (VICE CHAIRMAN AND VICE PRESIDENT OF ADVISEWELL, INC) PROVIDES CERTAIN EXECUTIVE, MANAGEMENT, HUMAN RESOURCES, AND ADMINSTRATIVE SUPPORT SERVICES TO ADVISEWELL, INC. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 IS PREPARED BY INDEPENDENT ACCOUNTANTS BASED ON AUDITED FINANCIAL STATEMENTS. FINANCIAL STATEMENTS AND FORM 990 ARE REVIEWED ANNUALLY BY THE BOARD AND ARE SUBJECT TO THEIR APPROVAL. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST POLICY IS REVIEWED EACH YEAR. AFTER DISCLOSURE OF A POSSIBLE CONFLICT OF INTERESTS, THE DISINTERESTED DIRECTORS OF THE COMPANY (I.E., THOSE WHO DO NOT HAVE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST) WILL DETERMINE IF AN ACTUAL CONFLICT OF INTERESTS EXISTS. IF THE DISINTERESTED DIRECTORS DETERMINE THAT A CONFLICT OF INTERESTS EXISTS, THEY WILL CONFER OUTSIDE THE PRESENCE OF THE INTERESTED PERSONS TO CONSIDER ALTERNATIVES, IF ANY, TO THE PROPOSED TRANSACTION GIVING RISE TO THE CONFLICT OF INTERESTS. AS THE POLICY STATES, THE DISINTERESTED DIRECTORS ARE EMPOWERED TO DECLINE THE TRANSACTION AT ISSUE. HOWEVER, IF A MORE ADVANTAGEOUS ALTERNATIVE IS NOT REASONABLY POSSIBLE, THE DISINTERESTED DIRECTORS MAY APPROVE THE TRANSACTION. IF A CONFLICT OF INTERESTS HAS NOT BEEN PROPERLY REPORTED, AND THE FAILURE TO DISCLOSE HAS NOT BEEN ADEQUATELY EXPLAINED, THE POLICY MANDATES THAT THE DISINTERESTED DIRECTORS SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. |
| FORM 990, PART VI, SECTION B, LINE 15 | SALARIES FOR KEY POSITIONS ARE BASED ON DATA OBTAINED FROM NATIONAL HR SOFTWARE WHICH LISTS SALARY RANGES BY REGIONS AND COMPANY SIZE. ADDITIONAL DATA WAS ALSO OBTAINED FROM AN INDEPENDENT CONSULTANT WHO INITIATED SALARY SURVEYS AMONG SIMILAR ORGANIZATIONS PERFORMING THE SAME SERVICES THROUGHOUT THE UNITED STATES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 24E | TELECOMMUNICATIONS: PROGRAM SERVICE EXPENSES 10,159. MANAGEMENT AND GENERAL EXPENSES 11,182. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 21,341. PAYROLL PROCESSING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 15,289. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 15,289. COMPUTER EQUIPMENT EXPENSES: PROGRAM SERVICE EXPENSES 13,035. MANAGEMENT AND GENERAL EXPENSES 1,213. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,248. DUES AND SUBSCRIPTIONNS: PROGRAM SERVICE EXPENSES 4,281. MANAGEMENT AND GENERAL EXPENSES 287. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 4,568. CONSULTANTS: PROGRAM SERVICE EXPENSES 1,428. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,428. EDUCATION AND STAFF TRAINING: PROGRAM SERVICE EXPENSES 1,397. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,397. MISCELLANEOUS EXPENSES: PROGRAM SERVICE EXPENSES 75. MANAGEMENT AND GENERAL EXPENSES 737. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 812. |
Schedule R IRS990ScheduleR
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | AMERICAN HEALTHCARE REVIEW INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | MGMT SVCS | PrimaryActivitiesTxt |
| Legal Domicile State | LA | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ADVISEWELL INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |