2025-11-13T09:17:28-06:00 2024-12-31 721042866 KUSHNER LAGRAIZE LLC 3330 WEST ESPLANADE AVENUE STE 100 METAIRIE LA 70002 990 2024-01-01 721081340 ADVISEWELL INC ADVI 2259266353 201 ST CHARLES AVENUE SUITE 2401 NEW ORLEANS LA 70170 BRET CLESI CHAIRMAN AND PRESIDENT 2259266353 2025-11-13 1 0 MICHELLE B TRESCHWIG P02289745 5048389991 2024 2025-03-06 01:10:19Z BRET CLESI 201 ST CHARLES AVE SUITE 2401 NEW ORLEANS LA 70170 2662756 0 X WWW.ADVISEWELL.ORG X 1986 LA 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. 5 5 22 54 0 0 0 0 1856552 2069080 540277 633875 0 -40199 2396829 2662756 0 0 0 0 873064 979745 0 0 0 2154636 2012687 3027700 2992432 -630871 -329676 14406403 15026836 102370 115426 14304033 14911410 TO IMPROVE THE QUALITY OF HEALTH AND HEALTHCARE BY USING INFORMATION AND COLLABORATIVE RELATIONSHIPS TO ENABLE CHANGE 0 0 1368607 2069080 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. 1368607 1 0 0 0 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 0 1 0 0 0 0 0 0 0 1 0 0 0 1 11 0 1 22 1 0 0 0 0 0 0 0 0 0 0 X 5 5 1 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X BRET CLESI 2259266353 201 ST CHARLES AVE SUITE 2401 NEW ORLEANS LA 70170 BRET CLESI CHAIRMAN OF THE BOARD, PRESIDENT, & CEO 14.00 X X 25750 0 0 CHARLES JOUANDOT TREASURER 6.00 X X 6625 0 0 LARRY MITCHUM SECRETARY 6.00 X X 938 0 0 PATRICK BURNS VICE CHAIRMAN & VICE PRESIDENT 6.00 X X 10687 0 0 BRIDGET GALATAS BOARD MEMBER 6.00 X 3375 0 0 CATHERINE BOURGEOIS QUALITY IMPROVEMENT MANAGER 40.00 X 114658 0 0 SONJA J LANDRY SMP PROGRAM MANAGER 40.00 X 135341 0 0 297374 0 0 2 0 0 0 CLESI BURNS LLC 201 SAINT CHARLES AVE NEW ORLEANS LA 70170 ADMINISTRATIVE AND HR SERVICES 469680 ERNST YOUNG LLP PO BOX 933514 ATLANTA GA 31193 ACCOUNTING 254770 FRAICHE STRATEGIES LLC 15151 HIGHLAND ROAD BATON ROUGE LA 70810 CONSULTING 220000 3 SENIOR MEDICARE PATROL 621110 2066080 2066080 OTHER 621110 3000 3000 2069080 633875 633875 LOSS FROM INVESTMENT I 523000 -40199 -40199 -40199 2662756 2069080 0 593676 X 936256 768370 167886 43489 43489 240000 240000 25671 25671 266910 266910 376712 333930 42782 13197 12187 1010 7670 1311 6359 133406 132212 1194 50852 750 50102 1020 1020 270971 270971 HR EXPENSE 469680 469680 POSTAGE 50769 49665 1104 REPRODUCTION AND PRINTI 24458 24458 COMPUTER SOFTWARE 22288 15349 6939 59083 30375 28708 2992432 1368607 1623825 0 96418 61716 107526 145941 22268 14202459 14640644 156267 14406403 15026836 5369 62931 97001 52495 102370 115426 X 14304033 14911410 14304033 14911410 14406403 15026836 -329676 554310 382743 0 X 0 1 X 1 1 1 X 750103 994739 1670274 1856552 2069080 7340748 750103 994739 1670274 1856552 2069080 7340748 7340748 198323 413822 5262492 540277 631620 7046534 14387282 0.51020 0.85550 X 0 SBA/PPP LOAN 52495 52495 X 3217066 554310 554310 2662756 0 2662756 2992432 0 2992432 0 2992432 PART X, LINE 2: 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. CLESI BURNS LLC ENTITY MORE THAN 35% OWNED BY BOARD CHAIR BRETT CLESI AND VICE CHAIR BURNS 469680 EXECUTIVE, MANAGEMENT, HR, AND ADMINISTRATIVE SUPPORT SERVICES 0 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. AMERICAN HEALTHCARE REVIEW INC MGMT SVCS LA ADVISEWELL INC C 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0