2024-01-18T14:53:47+00:00 2022-12-31 346565596 ERNST & YOUNG US LLP 425 HOUSTON ST FORT WORTH TX 76102 990 2022-01-01 721081340 ADVISEWELL INC ADVI 2259266353 201 St Charles Ave 2401 New Orleans LA 70170 BRET CLESI PRESIDENT 2024-01-18 true BRET CLESI 999009999 Melva Scott P01207335 8173351900 2024-01-04 2022 2023-04-26 12:10:37Z BRET CLESI 201 St Charles Ave 2401 New Orleans LA 70170 6932766 false 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. 4 4 15 25 0 0 0 0 994739 1670274 408344 5262492 0 0 1403083 6932766 0 0 0 0 928280 785506 0 0 0 2900200 1555879 3828480 2341385 -2425397 4591381 11011945 15089428 241947 328154 10769998 14761274 TO IMPROVE THE QUALITY OF HEALTH AND HEALTH CARE BY USING INFORMATION AND COLLABORATIVE RELATIONSHIPS TO ENABLE CHANGE. false false 885382 0 1360984 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. 175680 0 309290 ADVISEWELL, INC. IS MEDICARE'S QUALITY IMPROVEMENT ORGANIZATION (QIO) FOR THE STATE OF LOUISIANA. THE ORGANIZATION PROVIDES HEALTH CARE QUALITY IMPROVEMENT SERVICES THROUGH PROVIDER EDUCATION AND DATA ANALYSIS. ADVISEWELL WORKS WITH NURSING HOMES, HOME HEALTH AGENCIES, HOSPITALS AND PHYSICANS IN ORDER TO IMPROVE THE DELIVERY, QUALITY AND COST EFFECTIVENESS OF HEALTH CARE FOR MEDICARE BENEFICIARIES. ACHIEVEMENT GOALS ARE SET BY THE CENTERS FOR MEDICARE AND MEDICAID SERVICES (CMS) AND PERIODICALLY MEASURED THROUGH VARIOUS CONTRACT PERFORMANCE INDICATORS AND MEDICAL CLAIMS DATA 1061062 true false false false false false false false false false true false false true true false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false false true 0 0 15 true false false false false false false false false X 4 4 false false false false false false false true true false false true true true true true true true true false X BRET CLESI 2259266353 201 ST CHARLES AVE SUITE 2401 NEW ORLEANS LA 70170 BRET CLESI CHAIRMAN OF THE BOARD & PRESIDENT 14.0 0.0 X X 0 0 0 CHARLES JOUANDOT TREASURER 6.0 0.0 X X 0 0 0 LARRY MITCHUM SECRETARY 6.0 0.0 X X 0 0 0 PATRICK BURNS VICE CHAIRMAN 6.0 0.0 X X 0 0 0 CATHERINE BOURGEOIS QUALITY IMPROVEMENT MANAGER 40.0 0.0 X 100719 0 0 SONJA J LANDRY SMP PROGRAM MANAGER 40.0 0.0 X 125902 0 0 226621 0 0 2 false false false 0 0 GOVERNMENT HEALTH MGMT 621110 1670274 1670274 0 0 0 0 1670274 5262492 5262492 0 0 0 0 0 0 0 0 0 6932766 1670274 0 5262492 X 762682 674652 88030 22824 0 22824 208523 0 208523 515256 0 515256 0 277673 238451 39222 81632 73209 8423 32718 18105 14613 7125 92 7033 82750 52284 30466 6251 0 6251 186105 0 186105 HR Expense 150000 0 150000 MISCELLANEOUS EXPENSES 3127 0 3127 CONTINUING EDUCATION 2550 2550 0 DUES & SUBSCRIPTIONS 1572 1122 450 597 597 0 0 2341385 1061062 1280323 0 9604843 527553 578552 391756 22743 168206 0 0 0 0 0 805807 14001913 0 0 0 11011945 15089428 81150 187084 0 160797 141070 241947 328154 10769998 14761274 10769998 14761274 11011945 15089428 X 4591381 -687255 87150 X false true X true false X 32794845 32866516 750103 994739 1670274 69076477 0 0 32794845 32866516 750103 994739 1670274 69076477 0 69076477 292306 25447 198323 413822 5262492 6192390 0 0 0 0 0 0 0 75268867 0 0.9177 0.9882 X INVESTMENT IN LLC 14001913 C 14001913 SBA/PPP LOAN 141070 141070 X Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote THE ORGANIZATION HAS BEEN RECOGNIZED BY THE INTERNAL REVENUE SERVICE AS A NOT-FOR-PROFIT ORGANIZATION AS DESCRIBED IN SECTION 501(c)(3) OF THE INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(A) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE. THE ORGANIZATION APPLIES THE ACCOUNTING GUIDANCE RELATED TO ACCOUNTING FOR UNCERTAIN TAX POSITIONS, AND IN MANAGEMENT'S JUDGEMENT, 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. Form 990, Part VI, Line 11b Review of form 990 by governing body 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, Line 12c Conflict of interest policy CONFLICT OF INTEREST POLICY IS REVIEWED EACH YEAR. OFFICERS AND DIRECTORS ARE REQUESTED TO SIGN DOCUMENT OF COMPLIANCE ANNUALLY. Form 990, Part VI, Line 15a Process to establish compensation of top management official 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, Line 15b Process to establish compensation of other employees 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, Line 19 Required documents available to the public THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE UPON REQUEST. Form 990, Part IX, Line 11g Other Fees Professional Services - Total Expense: 504740, Program Service Expense: , Management and General Expenses: 504740, Fundraising Expenses: ; Payroll Processing Fees - Total Expense: 10516, Program Service Expense: , Management and General Expenses: 10516, Fundraising Expenses: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances PRIOR PERIOD ADJUSTMENTS - 87150;