Livewell Alliance Inc
- Assets
- $18.5m
- Revenue
- $22.0m
- Investments
- $0.0
- Employees
- 277
- Location
- Plantsville, CT
- Founding
- 10/1990
- Data as of
- 09/2021
- EIN
- 22-3068632
Organization Overview
Livewell Alliance Inc is located in Plantsville, CT. The organization was established in 1990. According to its NTEE Classification (G83) the organization is classified as: Alzheimers Disease, under the broad grouping of Voluntary Health Associations & Medical Disciplines and related organizations. As of 09/2021, Livewell Alliance Inc employed 277 individuals. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Livewell Alliance Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 09/2021, Livewell Alliance Inc generated $22.0m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 4.7% each year. All expenses for the organization totaled $18.1m during the year ending 09/2021. While expenses have increased by 0.2% per year over the past 6 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
PROVIDE CARE, EDUCATION & COUNSELING TO INDIVIDUALS WITH DEMENTIA AND THEIR FAMILIES.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE ORGANIZATION PROVIDED PATIENT CARE SERVICES TO NUMEROUS RESIDENTS DURING THE YEAR ENDED SEPTEMBER 30, 2021 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 TO THE COMMUNITY AND TO PROFESSIONAL PROVIDERS WHO SERVE INDIVIDUALS WITH DEMENTIA.
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.
THE ORGANIZATION PROVIDED DAY SERVICES THROUGH ITS ADULT DAY PROGRAM. THE DAY PROGRAM IS EXCLUSIVELY FOR INDIVIDUALS IN EARLY AND MODERATE STAGES OF DEMENTIA. IT OFFERS A STIMULATING, RESPECTFUL AND SECURE ENVIRONMENT THAT PROMOTES AUTONOMY, CONNECTION, DIGNITY, MEANING, GROWTH AND JOY. THE ADULT DAY CARE PROGRAM HAS BEEN SUSPENDED THROUGH COVID 19 PANDEMIC.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Michael Smith President/ceo | Officer | 40 | $319,634 |
Heidi Gil Chief Strategy Officer | Officer | 40 | $187,128 |
Eileen Coulom Dir. Of Al Serv/vp Nursing | 40 | $181,890 | |
Jennifer Terray Director Of Nursing Servic | 40 | $118,894 | |
Caroline Keefe Ot | 40 | $105,549 | |
Anne Mccarty VP Of Human Resources | 40 | $105,020 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Hartford Provisions Food Distribution | 9/29/21 | $411,906 |
One Point Partners Consulting | 9/29/21 | $219,527 |
H&h Linen Services Inc Linen Services | 9/29/21 | $183,206 |
Connecticut Computer Services Computer Services | 9/29/21 | $113,026 |
Medline Industries Medical Supplies | 9/29/21 | $264,974 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $3,414,773 |
| All other contributions, gifts, grants, and similar amounts not included above | $442,962 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $3,857,735 |
| Total Program Service Revenue | $17,754,081 |
| Investment income | $269,671 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $21,975,503 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $733,657 |
| Compensation of current officers, directors, key employees. | $733,657 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $10,228,334 |
| Pension plan accruals and contributions | $338,272 |
| Other employee benefits | $1,453,629 |
| Payroll taxes | $861,670 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $54,654 |
| Fees for services: Accounting | $53,370 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $32,896 |
| Fees for services: Other | $565,867 |
| Advertising and promotion | $64,731 |
| Office expenses | $180,563 |
| Information technology | $205,156 |
| Royalties | $0 |
| Occupancy | $538,628 |
| Travel | $20,009 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $25,473 |
| Interest | $257,546 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $534,697 |
| Insurance | $127,334 |
| All other expenses | $60,198 |
| Total functional expenses | $18,137,096 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $4,503,047 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $645,348 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $6,451 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $59,548 |
| Net Land, buildings, and equipment | $6,345,433 |
| Investments—publicly traded securities | $6,031,528 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $899,549 |
| Total assets | $18,490,904 |
| Accounts payable and accrued expenses | $1,690,196 |
| Grants payable | $0 |
| Deferred revenue | $899,904 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $9,411,597 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $282,264 |
| Total liabilities | $12,283,961 |
| Net assets without donor restrictions | $5,493,261 |
| Net assets with donor restrictions | $713,682 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $18,490,904 |
Grants Recieved
Over the last fiscal year, we have identified 5 grants that Livewell Alliance Inc has recieved totaling $66,038.
| Awarding Organization | Amount |
|---|---|
Bradley Henry Barnes & Leila Barnes Memorial Tr Bristol, CT PURPOSE: SUPPORT FOR EMPOWERING PARTNERSHIP AND RESILIENT LIVING PROGRAMS | $55,000 |
Tufts Health Plan Foundation Inc Canton, MA PURPOSE: Momentum Fund COVID Response | $10,000 |
Pfizer Foundation Inc New York, NY PURPOSE: MATCHING GIFTS | $1,000 |
Amazonsmile Foundation Seattle, WA PURPOSE: GENERAL SUPPORT | $32 |
Bank Of America Charitable Foundation Inc Charlotte, NC PURPOSE: OPERATIONAL SUPPORT | $6 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Livewell Alliance Inc Plantsville, CT | $18,490,904 | $21,975,503 |
Alzheimers Foundation Of America Inc New York, NY | $39,937,274 | $14,859,921 |
Rogerson House Inc Boston, MA | $9,943,495 | $6,184,101 |
Coalition Of New York State Cohoes, NY | $1,199,454 | $4,999,250 |
Alzheimers Disease And Related Disorders New York City Inc New York, NY | $4,860,903 | $6,165,848 |
The Long Island Alzheimers And Dementia Center Westbury, NY | $1,943,694 | $1,743,458 |
Alzheimers Disease Resourcecenter Inc East Islip, NY | $2,273,072 | $1,512,511 |
Alzheimers Family Caregiver Support Center Inc Brewster, MA | $1,242,490 | $1,014,307 |
Jog Your Memory 5k Inc Needham, MA | $116,756 | $249,909 |
Jewish Senior Life Community Services Inc Rochester, NY | $1,086,635 | $159,394 |
Wilkins Family Charitable Foundation Bath, NY | $19,637 | $0 |
Mood Disorders Support Group Inc New York, NY | $207,931 | $0 |