2025-01-27T17:48:57+00:00 2023-12-31 346565596 ERNST & YOUNG US LLP 425 HOUSTON ST FORT WORTH TX 76102 990 2023-01-01 721081340 ADVISEWELL INC ADVI 2259266353 201 St Charles Ave 2401 New Orleans LA 70170 BRET CLESI PRESIDENT 2025-01-28 true Melva Scott P01207335 8173351900 2025-01-21 2023 2025-03-06 01:10:19Z BRET CLESI 201 St Charles Ave 2401 New Orleans LA 70170 2396829 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 17 47 0 0 0 0 1670274 1856552 5262492 540277 0 0 6932766 2396829 0 0 0 0 785506 873064 0 0 0 1555879 2154636 2341385 3027700 4591381 -630871 15089428 14406403 328154 102370 14761274 14304033 TO IMPROVE THE QUALITY OF HEALTH AND HEALTH CARE BY USING INFORMATION AND COLLABORATIVE RELATIONSHIPS TO ENABLE CHANGE. false false 1275156 0 1856552 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. 1275156 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 true false false false false false false false true false false false true 0 0 17 true false false false false false false false false X 4 4 false true 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, & CEO 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 & VICE PRESIDENT 6.0 0.0 X X 0 0 0 CATHERINE BOURGEOIS QUALITY IMPROVEMENT MANAGER 40.0 0.0 X 109748 0 0 SONJA J LANDRY SMP PROGRAM MANAGER 40.0 0.0 X 128761 0 0 238509 0 0 2 false false false CLESI BURNS LLC 201 Saint Charles Ave New Orleans LA 70170 ADMINISTRATIVE AND HR SERVICES 456287 1 0 GOVERNMENT HEALTH MGMT 621110 1856552 1856552 0 0 0 0 1856552 540277 540277 0 0 0 0 0 0 0 0 0 2396829 1856552 0 540277 X 845908 680583 165325 27156 0 27156 2326 2326 680858 0 680858 0 464437 424149 40288 83188 70605 12583 17599 10087 7512 7906 100 7806 172073 84593 87480 2473 0 2473 256679 0 256679 HR Expense 456287 456287 DUES & SUBSCRIPTIONS 7341 2523 4818 Outside Services 2516 2516 bank service charges 842 842 111 0 111 0 3027700 1275156 1752544 0 527553 96418 391756 0 168206 107526 0 0 0 0 0 0 0 0 14001913 14202459 0 0 0 15089428 14406403 187084 5369 0 0 141070 97001 328154 102370 14761274 14304033 14761274 14304033 15089428 14406403 X -630871 485008 -311378 X false true X true false X 32866516 750103 994739 1670274 1856552 38138184 0 0 32866516 750103 994739 1670274 1856552 38138184 0 38138184 25447 198323 413822 5262492 540277 6440361 0 0 0 0 0 0 0 44578545 0 0.8555 0.9177 X INVESTMENT IN LLC 14202459 C 14202459 SBA/PPP LOAN 97001 97001 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. CLESI BURNS LLC Entity more than 35% owned by Board Chair Brett Clesi and Vice Chair Patrick Burns 456287 Executive, Management, HR, and administrative support services false Form 990, Part VI, Line 3 Delegation of management duties 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, 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. 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, 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: 671279, Program Service Expense: , Management and General Expenses: 671279, Fundraising Expenses: ; Payroll Processing Fees - Total Expense: 9579, Program Service Expense: , Management and General Expenses: 9579, Fundraising Expenses: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances PRIOR PERIOD ADJUSTMENTS - -311378; AMERICAN HEALTHCARE REVIEW INC 201 ST CHARLES STE 2400 NEW ORLEANS LA 70170 833382803 MGMT SVCS LA ADVISEWELL INC C Corporation 1 true false false false false false false false false false false false false false false false false false false false