Bristol Aging & Wellness INC

Tax-deductible

Fall River, MA501(c)(3)Since 1973Human ServicesEIN 04-2545767Revenue $55.7M in FY2025

On file with the IRSbristolelder.org1 Father Devalles Blvd, 02723-1511 · Fall River, MATax-exempt since Dec 1974Publicly supported charity — 170(b)(1)(A)(vi)

This page gets seen. Tell your story. Claim this org.

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.

501(c)(3) charity; gifts are tax-deductible.
97¢ of each $1 spent went to programs.
Run by 149 volunteers and 190 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $3.3M a year · 8% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
97%
of spending
Looks good: 97% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$1.2M
to officers and key staff · 2% of spending
Top officer’s pay higher than 53% of similar orgs
Looks good: pay to officers and key staff is 2% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
5 mo
of spending, in cash
Looks good: 5.0 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $60
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$5.2M
15% of total assets
Looks good: liabilities are 15% of assets; 50% or less.
Pt X · Ln 26
Independent board members
15
of 15 voting members
Looks good: 15 of 15 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$55.7M
+14% vs prior year
Spent
$49.7M
To programs
97%
Net assets
$30.4M
By yearFY2020–FY2025
Revenue
$55.7M
FY2025▲ +14%
Tap a bar for its year
Revenue by fiscal year
FY2020$34.9M
FY2021$36.4M
FY2022$36.8M
FY2023$41.0M
FY2024$49.0M
FY2025$55.7M
Expenses
$49.7M
FY2025▲ +11%
Tap a bar for its year
Expenses by fiscal year
FY2020$33.2M
FY2021$32.6M
FY2022$35.3M
FY2023$38.5M
FY2024$44.7M
FY2025$49.7M
Net assets
$30.4M
FY2025▲ +21%
Tap a bar for its year
Net assets by fiscal year
FY2020$13.2M
FY2021$16.9M
FY2022$18.3M
FY2023$21.0M
FY2024$25.0M
FY2025$30.4M

From the FY2025 Form 990 (year ending June 2025) · figures checked against the IRS filing · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Dec 1974.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

97 cents of each dollar spent went to programs.

Program services 97% · $48.0M Management & general 3% · $1.7M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? The org can add a note here. Claim this org to fix it.

Who runs it and what they're paid

24 people listed on the 990; $1.2M paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
Chief Executive Officer
$219,986Pt VII · Sec A
Chief Operating Officer
$150,863Pt VII · Sec A
Chief Financial Officer
$150,804Pt VII · Sec A
Chief Operating Officer
$149,988Pt VII · Sec A
Chief Program Officer
$122,508Pt VII · Sec A
Nutrition Director
$114,506Pt VII · Sec A
Nursing Director
$106,720Pt VII · Sec A
Protective Supervisor
$105,450Pt VII · Sec A

Sandra Frechette’s $220K as Chief Executive Officer is at the 53rd percentile of top reported officer pay among 3122 $10–100M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Nancy Munson———$240,841$242,261$209,056
Julia Klein——$241,705$169,685$169,326$141,651
Sandra Frechette$219,986$202,380$119,136$103,529——
Christine Sirois$150,863$131,691$116,663$100,127——
Susan Benfeito$150,804$142,452$142,242$128,631$137,202$114,247
Diane Thomas$149,988$130,862$116,900$102,804$101,756—
Melanie Minutelli Ramos$122,508$116,224————
Deborah Avila-Carreiro$114,506$110,780$101,491———

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Bristol Aging & Wellness INC executive salaries →

Are you one of these people? Claim this org to confirm your role

Something off? The org can add a note here. Claim this org to fix it.

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Supports elders with comprehensive services in ten Massachusetts towns.

Questions for Bristol Aging & Wellness INC

Tap to ask. Bristol Aging & Wellness INC sees how many people are interested.

Your first name shows with your question. Bristol Aging & Wellness INC answers here, for everyone.

Provided by the organization

Know this organization? Claim it to add your story

3 programs · $33.1M · in their own filed words · FY2024
01

Senior care options provides a health plan for low-income seniors who qualify for both medicare and medicaid.

$13.3Mprogram expense
02

Home Care

Prevent institutionalization so that low-income and frail elderly can avoid costly nursing home environment and receive services at home.

$13.1Mprogram expense
03

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.

$6.7Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 1 funder$60
Grants paid · 69 grants · $4.3M · 2019–2024
Coastline Elderly Services INCMA · FY2024$119,468
Fall River Fire DepartmentFY2024$35,436
Westport Council on AgingFY2024$10,899
Attleboro Council on AgingFY2024$10,698
Norton Council on AgingFY2024$10,555
North Attleboro Council on AgingFY2024$6,531
Coastline Elderly Services INCMA · FY2023$119,468
See all 69 grants →

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$55.7M
Ln 12
Gifts and grantsLn 1h$39.6M
Fees for servicesLn 2g$15.4M
Investment incomeLn 3$404K
Money outPt IX
$49.7M
Ln 25
Programscol B$48.0M
Managementcol C$1.7M
Owns and owesPt X
$30.4M
net assets · Ln 32
Cash and savingsLn 1–2$20.6M
Total assetsLn 16$35.6M
LiabilitiesLn 26$5.2M
PeoplePt VI, VII
24
listed · VII A
PaidVII A9
Voting boardVI 1a15
IndependentVI 1b15
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$39.6M
Government grantsLn 1e$39.1M
Fees for servicesLn 2g$15.4M
Investment incomeLn 3$404K
Other incomeLn 4–11$203K
Total revenueLn 12$55.7M
Assets in detailPt X, end of year
SavingsLn 2$20.6M
Cash and savings togetherLn 1–2$20.6M
InvestmentsLn 11–13$4.5M
Land, buildings, equipmentLn 10c$14K
Other assetsLn 15$164K
Total assetsLn 16$35.6M
LiabilitiesLn 26$5.2M
Net assetsLn 32$30.4M
OperationsPt I, VI
EmployeesI 5190
VolunteersI 6149
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY25End FY25
Cash and savingsLn 1–2$12.0M$20.6M
InvestmentsLn 11–13$4.1M$4.5M
Land, buildings, equipmentLn 10c$20K$14K
Total assetsLn 16$29.6M$35.6M
LiabilitiesLn 26$4.6M$5.2M
Net assetsLn 32$25.0M$30.4M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$716K$716K
Grants to domestic individualsLn 2$31.0M$31.0M
Pay of current officers, directors and key staffLn 5$389K$389K
Other salaries and wagesLn 7$11.4M$10.7M$732K
Pension plan contributionsLn 8$437K$389K$48K
Other employee benefitsLn 9$1.1M$960K$95K
Payroll taxesLn 10$955K$875K$80K
Legal feesLn 11b$18K$18K
Accounting feesLn 11c$57K$57K
Advertising and promotionLn 12$21K$21K
Office expensesLn 13$408K$290K$118K
Information technologyLn 14$289K$221K$67K
OccupancyLn 16$627K$581K$47K
TravelLn 17$433K$432K$1K
Conferences, conventions and meetingsLn 19$7K$1K$6K
Depreciation, depletion and amortizationLn 22$6K$6K
InsuranceLn 23$56K$56K
Other expenses (24a–d)Ln 24$1.8M$1.8M$22K
Total functional expensesLn 25$49.7M$48.0M$1.7M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $55.7M$49.7M$5.9M$30.4M 990 PDF
FY2024 $49.0M$44.7M$4.4M$25.0M 990 PDF
FY2023 $41.0M$38.5M$2.6M$21.0M 990 PDF
FY2022 $36.8M$35.3M$1.6M$18.3M 990 PDF
FY2021 $36.4M$32.6M$3.8M$16.9M 990 PDF
FY2020 $34.9M$33.2M$1.6M$13.2M 990 PDF

Want to add your own materials alongside these filings? Claim this org

Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2025 990 (6 parts)
Part I · Summary $55,692,222 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $34,239,827$39,649,854
I-9 Program service revenuePrior year $14,397,907$15,435,118
I-10 Investment incomePrior year $218,520$404,096
I-11 Other revenuePrior year $186,021$203,154
I-12 Total revenuePrior year $49,042,275$55,692,222
I-13 Grants and similar amounts paidPrior year $27,375,029$31,760,516
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $13,432,994$14,224,784
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $3,847,461$3,764,510
I-18 Total expensesPrior year $44,655,484$49,749,810
I-19 Revenue less expensesPrior year $4,386,791$5,942,412
Part VI · Governance 15 of 15 board members independent, no flags
VI-1a Voting members of the governing body15
VI-1b Independent voting members15
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $55,692,222 across 7 lines filed
VIII-1e Government grants$39,147,577
VIII-1f All other contributions, gifts and grants$502,277
VIII-1h Total contributions, gifts and grants$39,649,854
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $15,435,118$15,435,118
VIII-3 Investment incomeExcluded from tax $404,096$404,096
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $203,154$203,154
VIII-12 Total revenueRelated to mission $15,638,272 · Unrelated business $0 · Excluded from tax $404,096$55,692,222
Part IX · Statement of functional expenses $49,749,810 across 18 lines filed
IX-1 Grants to domestic organizationsPrograms $715,967$715,967
IX-2 Grants to domestic individualsPrograms $31,044,549$31,044,549
IX-5 Pay of current officers, directors and key staffManagement $388,514$388,514
IX-7 Other salaries and wagesPrograms $10,657,999 · Management $731,966$11,389,965
IX-8 Pension plan contributionsPrograms $388,878 · Management $47,993$436,871
IX-9 Other employee benefitsPrograms $959,762 · Management $94,901$1,054,663
IX-10 Payroll taxesPrograms $874,991 · Management $79,780$954,771
IX-11b Legal feesManagement $18,000$18,000
IX-11c Accounting feesManagement $57,280$57,280
IX-12 Advertising and promotionPrograms $20,990$20,990
IX-13 Office expensesPrograms $289,796 · Management $117,791$407,587
IX-14 Information technologyPrograms $221,252 · Management $67,278$288,530
IX-16 OccupancyPrograms $580,691 · Management $46,788$627,479
IX-17 TravelPrograms $432,166 · Management $1,045$433,211
IX-19 Conferences, conventions and meetingsPrograms $1,114 · Management $6,015$7,129
IX-22 Depreciation, depletion and amortizationManagement $5,814$5,814
IX-23 InsuranceManagement $55,851$55,851
IX-24 Other expenses (24a–d)Programs $1,820,815 · Management $21,824$1,842,639
IX-25 Total functional expensesPrograms $48,008,970 · Management $1,740,840 · Fundraising $0$49,749,810
Part X · Balance sheet $35,594,373 assets, 15 lines filed
X-2 Savings and temporary cash investmentsStart of year $12,042,906$20,567,983
X-3 Pledges and grants receivableStart of year $10,261,854$7,573,167
X-4 Accounts receivableStart of year $2,515,054$2,673,804
X-9 Prepaid expenses and deferred chargesStart of year $176,046$76,731
X-10c Land, buildings and equipment, netStart of year $20,310$14,496
X-11 Publicly traded securitiesStart of year $4,131,842$4,524,499
X-15 Other assetsStart of year $485,725$163,693
X-16 Total assetsStart of year $29,633,737$35,594,373
X-17 Accounts payable and accrued expensesStart of year $4,069,362$4,866,153
X-25 Other liabilitiesStart of year $485,700$298,896
X-26 Total liabilitiesStart of year $4,586,915$5,165,049
X-27 Net assets without donor restrictionsStart of year $25,029,721$30,413,189
X-28 Net assets with donor restrictionsStart of year $17,101$16,135
X-32 Total net assets or fund balancesStart of year $25,046,822$30,429,324
X-33 Total liabilities and net assetsStart of year $29,633,737$35,594,373
Part XI · Reconciliation of net assets $30,429,324 net assets at year end
XI-1 Total revenue$55,692,222
XI-2 Total expenses$49,749,810
XI-3 Revenue less expenses$5,942,412
XI-4 Net assets at start of year$25,046,822
XI-5 Net unrealized gains (losses) on investments$435,726
XI-9 Other changes in net assets−$995,636
XI-10 Net assets at end of year$30,429,324

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

If you ARE the filing organization, claim this org and add context

Made it to the end? Claim this organization

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.