Livewell Alliance INC

Tax-deductible

Plantsville, CT501(c)(3)Since 1990EIN 22-3068632Revenue $24.2M in FY2025

On file with the IRSlivewell.org1261 S Main St, 06479-1750 · Plantsville, CTTax-exempt since Oct 1990Hospital or medical research org — 170(b)(1)(A)(iii)

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The organization offers education, programs, supports, post-diagnostic planning, and residential offerings including skilled nursing and assisted living for people living with dementia, their care partners, and people looking to prevent cognitive change. IT also conducts research and advocacy related to championing a movement of redefining life with dementia.

501(c)(3) charity; gifts are tax-deductible.
79¢ of each $1 spent went to programs.
Run by 32 volunteers and 280 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
3 of 6
filings with a surplus
Average deficit $556K a year · 3% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
79%
of spending
Looks good: 79% 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 · 5% of spending
Looks good: pay to officers and key staff is 5% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Fine: 2.1 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $150K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$88.0M
103% of total assets
Concern: liabilities are 103% of assets; over 80%.
Pt X · Ln 26
Independent board members
5
of 5 voting members
Looks good: 5 of 5 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$24.2M
+59% vs prior year
Spent
$26.2M
To programs
79%
Net assets
−$2.3M
By yearFY2020–FY2025
Revenue
$24.2M
FY2025▲ +59%
Tap a bar for its year
Revenue by fiscal year
FY2020$19.2M
FY2021$22.0M
FY2022$20.7M
FY2023$16.0M
FY2024$15.2M
FY2025$24.2M
Expenses
$26.2M
FY2025▲ +27%
Tap a bar for its year
Expenses by fiscal year
FY2020$17.8M
FY2021$18.1M
FY2022$19.3M
FY2023$18.6M
FY2024$20.7M
FY2025$26.2M
Net assets
−$2.3M
FY2025▼ -258%
Tap a bar for its year
Net assets by fiscal year
FY2020$1.3M
FY2021$6.2M
FY2022$6.6M
FY2023$4.4M
FY2024−$635K
FY2025−$2.3M

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

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Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Oct 1990.

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

Where the money goes

79 cents of each dollar spent went to programs.

Program services 79% · $20.6M Management & general 21% · $5.5M

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

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Who runs it and what they're paid

13 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
President/CEO
$407,558Pt VII · Sec A
Chief Strategy Officer
$220,231Pt VII · Sec A
COO/Administrator
$183,245Pt VII · Sec A
Director of Nursing Service
$133,081Pt VII · Sec A
$126,740Pt VII · Sec A
VP Human Resources
$116,585Pt VII · Sec A
Board President/Treasurer
$0Pt VII · Sec A
Director - Until 12/24
$0Pt VII · Sec A

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

NameFY2025FY2024FY2023FY2022FY2021FY2020
Michael Smith$407,558$346,758$380,400$359,500$319,634$305,389
Heidi Gil$220,231$216,231—$203,169$187,128—
Heidi Gill——$209,969———
Maley Hunt$183,245$173,070$164,807$152,964——
Eileen Coulom————$181,890$175,875
Rita Bergstrand$133,081$124,250$109,147———
Patricia Bowen—————$128,942
Carlton Deschaine$126,740—————

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.

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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

Offers care, education, and counseling for people with dementia and their families.

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Provided by the organization

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3 programs · $20.6M · in their own filed words · FY2024
01

The organization provided patient care services to numerous residents, during the year ended september 30, 2025 through its skilled nursing facility. They also provided education, counseling and research programs for individuals and families impacted by dementia and made education and resources available to the community and to…

$14.2Mprogram expense
02

The organization provided assisted living services to residents through its assisted living center. The assisted living community is exclusively for individuals living with dementia. It offers a stimulating, respectful and secure environment that promotes autonomy, connection, dignity, meaning, growth and joy.

$6.2Mprogram expense
03

Center for resilient living (CRL) programs provide education, social connection, and proactive strategies to empower participants to take an active role in their wellbeing. Offerings are designed for and with people navigating cognitive change and open to anyone interested in improving their health and wellbeing.

$208Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · funders on record
Grants received · FY2025
Total grants receivedfrom 1 funder$150K

By the numbers

The FY2025 990, line by line.

1The main four
Money inPt VIII
$24.2M
Ln 12
Fees for servicesLn 2g$19.5M
Gifts and grantsLn 1h$3.7M
Investment incomeLn 3$587K
Money outPt IX
$26.2M
Ln 25
Programscol B$20.6M
Managementcol C$5.5M
Owns and owesPt X
−$2.3M
net assets · Ln 32
Cash and savingsLn 1–2$4.7M
Total assetsLn 16$85.8M
LiabilitiesLn 26$88.0M
PeoplePt VI, VII
13
listed · VII A
PaidVII A6
Voting boardVI 1a5
IndependentVI 1b5
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$3.7M
Government grantsLn 1e$3.2M
Fees for servicesLn 2g$19.5M
Investment incomeLn 3$587K
Other incomeLn 4–11$364K
Gains on assetsLn 7$190K
Total revenueLn 12$24.2M
Assets in detailPt X, end of year
CashLn 1$4.7M
Cash and savings togetherLn 1–2$4.7M
Land, buildings, equipmentLn 10c$67.8M
Other assetsLn 15$12.2M
Total assetsLn 16$85.8M
LiabilitiesLn 26$88.0M
Net assetsLn 32−$2.3M
OperationsPt I, VI
EmployeesI 5280
VolunteersI 632
Fiscal year endsHeaderSeptember
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$493K$4.7M
Land, buildings, equipmentLn 10c$60.9M$67.8M
Total assetsLn 16$74.9M$85.8M
LiabilitiesLn 26$75.6M$88.0M
Net assetsLn 32−$635K−$2.3M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$2K$2K
Pay of current officers, directors and key staffLn 5$431K$340K$90K
Other salaries and wagesLn 7$11.8M$9.6M$2.2M
Pension plan contributionsLn 8$410K$324K$87K
Other employee benefitsLn 9$1.4M$1.1M$298K
Payroll taxesLn 10$928K$732K$196K
Legal feesLn 11b$30K$24K$6K
Accounting feesLn 11c$109K$87K$23K
Other fees for servicesLn 11g$1.0M$794K$229K
Advertising and promotionLn 12$395K$224K$171K
Office expensesLn 13$294K$46K$248K
Information technologyLn 14$315K$15K$300K
OccupancyLn 16$823K$649K$174K
TravelLn 17$11K$3K$8K
Conferences, conventions and meetingsLn 19$38K$8K$31K
InterestLn 20$4.6M$3.7M$980K
Depreciation, depletion and amortizationLn 22$2.0M$1.6M$433K
InsuranceLn 23$164K$129K$35K
Other expenses (24a–d)Ln 24$1.3M$1.2M$47K
All other expensesLn 24e$14K$5K$9K
Total functional expensesLn 25$26.2M$20.6M$5.5M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $24.2M$26.2M−$2.0M−$2.3M 990 PDF
FY2024 $15.2M$20.7M−$5.5M−$635K 990 PDF
FY2023 $16.0M$18.6M−$2.6M$4.4M 990 PDF
FY2022 $20.7M$19.3M$1.4M$6.6M 990 PDF
FY2021 $22.0M$18.1M$3.8M$6.2M 990 PDF
FY2020 $19.2M$17.8M$1.4M$1.3M 990 PDF

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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 $24,201,849 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $436,357$3,735,311
I-9 Program service revenuePrior year $14,157,164$19,515,436
I-10 Investment incomePrior year $458,742$587,116
I-11 Other revenuePrior year $125,876$363,986
I-12 Total revenuePrior year $15,178,139$24,201,849
I-13 Grants and similar amounts paidPrior year $2,000$2,000
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $13,295,862$14,993,321
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $7,369,484$11,177,361
I-18 Total expensesPrior year $20,667,346$26,172,682
I-19 Revenue less expensesPrior year −$5,489,207−$1,970,833
Part VI · Governance 5 of 5 board members independent, no flags
VI-1a Voting members of the governing body5
VI-1b Independent voting members5
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 $24,201,849 across 9 lines filed
Lines not itemized here account for $98,453 of total revenue; see the IRS return.
VIII-1e Government grants$3,195,350
VIII-1f All other contributions, gifts and grants$539,961
VIII-1h Total contributions, gifts and grants$3,735,311
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $19,515,436$19,515,436
VIII-3 Investment incomeExcluded from tax $396,633$396,633
VIII-6 Net rental income or lossExcluded from tax $1,678$1,678
VIII-7 Net gain or loss on sales of assetsExcluded from tax $190,483$190,483
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $173,355 · Excluded from tax $90,500$263,855
VIII-12 Total revenueRelated to mission $19,786,063 · Unrelated business $0 · Excluded from tax $680,475$24,201,849
Part IX · Statement of functional expenses $26,172,682 across 20 lines filed
IX-2 Grants to domestic individualsPrograms $2,000$2,000
IX-5 Pay of current officers, directors and key staffPrograms $340,347 · Management $90,471$430,818
IX-7 Other salaries and wagesPrograms $9,634,285 · Management $2,164,248$11,798,533
IX-8 Pension plan contributionsPrograms $323,692 · Management $86,778$410,470
IX-9 Other employee benefitsPrograms $1,127,486 · Management $298,201$1,425,687
IX-10 Payroll taxesPrograms $731,735 · Management $196,078$927,813
IX-11b Legal feesPrograms $23,746 · Management $6,363$30,109
IX-11c Accounting feesPrograms $86,807 · Management $22,603$109,410
IX-11g Other fees for servicesPrograms $793,801 · Management $229,143$1,022,944
IX-12 Advertising and promotionPrograms $223,926 · Management $171,398$395,324
IX-13 Office expensesPrograms $46,474 · Management $247,781$294,255
IX-14 Information technologyPrograms $15,201 · Management $299,593$314,794
IX-16 OccupancyPrograms $649,350 · Management $174,002$823,352
IX-17 TravelPrograms $2,814 · Management $8,082$10,896
IX-19 Conferences, conventions and meetingsPrograms $7,853 · Management $30,602$38,455
IX-20 InterestPrograms $3,657,537 · Management $980,086$4,637,623
IX-22 Depreciation, depletion and amortizationPrograms $1,616,545 · Management $433,175$2,049,720
IX-23 InsurancePrograms $129,304 · Management $34,649$163,953
IX-24 Other expenses (24a–d)Programs $1,225,799 · Management $47,030$1,272,829
IX-24e All other expensesPrograms $4,810 · Management $8,887$13,697
IX-25 Total functional expensesPrograms $20,643,512 · Management $5,529,170 · Fundraising $0$26,172,682
Part X · Balance sheet $85,761,675 assets, 15 lines filed
Asset lines not itemized here account for $16,548; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $493,486$4,678,824
X-4 Accounts receivableStart of year $692,829$873,056
X-9 Prepaid expenses and deferred chargesStart of year $177,486$258,065
X-10c Land, buildings and equipment, netStart of year $60,874,660$67,756,841
X-15 Other assetsStart of year $12,690,858$12,178,341
X-16 Total assetsStart of year $74,943,018$85,761,675
X-17 Accounts payable and accrued expensesStart of year $2,718,285$4,366,686
X-19 Deferred revenueStart of year $420,909$886,155
X-20 Tax-exempt bond liabilitiesStart of year $71,352,551$81,347,713
X-25 Other liabilitiesStart of year $1,062,887$1,434,293
X-26 Total liabilitiesStart of year $75,577,750$88,034,847
X-27 Net assets without donor restrictionsStart of year −$634,732−$2,285,459
X-28 Net assets with donor restrictions$12,287
X-32 Total net assets or fund balancesStart of year −$634,732−$2,273,172
X-33 Total liabilities and net assetsStart of year $74,943,018$85,761,675
Part XI · Reconciliation of net assets −$2,273,172 net assets at year end
XI-1 Total revenue$24,201,849
XI-2 Total expenses$26,172,682
XI-3 Revenue less expenses−$1,970,833
XI-4 Net assets at start of year−$634,732
XI-5 Net unrealized gains (losses) on investments$332,393
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year−$2,273,172

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

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