Nonprofit · EIN 04-2545767
BRISTOL AGING & WELLNESS INC
Tax-exempt · FALL RIVER, MA 02723
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $55,692,222 | $49,749,810 | $5,942,412 | $35,594,373 | $5,165,049 | $30,429,324 |
| June 30, 2024 | 990 | $49,042,275 | $44,655,484 | $4,386,791 | $29,633,737 | $4,586,915 | $25,046,822 |
| June 30, 2023 | 990 | $41,021,483 | $38,453,783 | $2,567,700 | $26,470,695 | $5,438,021 | $21,032,674 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $39,649,854
- of which government grants
- $39,147,577
- Program service revenue
- $15,435,118
- Investment income
- $404,096
- Other revenue
- $203,154
Expenses
- Grants and similar amounts paid
- $31,760,516
- Compensation of officers, directors and key employees
- $388,514
- Other salaries and wages
- $11,389,965
- Salaries, compensation and benefits (total)
- $14,224,784
- Professional fundraising fees
- $0
- Legal fees
- $18,000
- Accounting fees
- $57,280
- Occupancy
- $627,479
- Travel
- $433,211
- Depreciation
- $5,814
- Program services (functional)
- $48,008,970
- Management and general (functional)
- $1,740,840
Balance sheet and other
- Total assets, start of year
- $29,633,737
- Total assets, end of year
- $35,594,373
- Total liabilities, end of year
- $5,165,049
- Net assets, end of year
- $30,429,324
- Land, buildings and equipment
- $14,496
- Publicly traded securities
- $4,524,499
- Net assets without donor restrictions
- $30,413,189
- Net assets with donor restrictions
- $16,135
- Gross receipts
- $55,692,222
- Employees
- 217
- Volunteers
- 58
- Year formed
- 1973
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SANDRA FRECHETTE | CHIEF EXECUTIVE OFFICER Officer | 36.25 | $219,986 | $20,034 |
| SUSAN BENFEITO | CHIEF FINANCIAL OFFICER Officer | 36.25 | $150,804 | $16,910 |
| CHRISTINE SIROIS | CHIEF OPERATING OFFICER Officer | 35 | $150,863 | $8,037 |
| DIANE THOMAS | CHIEF OPERATING OFFICER Officer | 35 | $149,988 | $8,037 |
| MELANIE MINUTELLI RAMOS | CHIEF PROGRAM OFFICER Officer | 35 | $122,508 | $6,768 |
| JENNIFER DIAS REZENDES | PROTECTIVE SERVICES CLINICAL DIRECTOR Highest-paid employee | 35 | $100,542 | $28,213 |
| DEBORAH AVILA-CARREIRO | NUTRITION DIRECTOR Highest-paid employee | 35 | $114,506 | $5,822 |
| KERRIE BRALEY | NURSING DIRECTOR Highest-paid employee | 35 | $106,720 | $5,811 |
| LISA KUROWSKI | PROTECTIVE SUPERVISOR Highest-paid employee | 35 | $105,450 | $5,775 |
| JULIE ALMOND | VICE CHAIRPERSON Trustee or director, Officer | 0.5 | $0 | $0 |
| WENDY J ADAMS | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| KATHLEEN STROZYK | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| KERRY ZEIDA | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| JUDITH AUBIN | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| SANDRA CHRISTOUN | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
9 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ASHLEY CARTWRIGHT | DIRECTOR Trustee or director | 0.25 | $0 |
| JIM DEARRUDA | SECRETARY Trustee or director, Officer | 0.5 | $0 |
| BRITTANY LYNCH | DIRECTOR Trustee or director | 0.25 | $0 |
| DEBRA MALTAIS | DIRECTOR Trustee or director | 0.25 | $0 |
| JENNIFER MILLERICK | DIRECTOR Trustee or director | 0.25 | $0 |
| CHAITALI PATEL | CHAIRPERSON Trustee or director, Officer | 0.5 | $0 |
| LAURA MITCHELL | TREASURER Trustee or director, Officer | 0.5 | $0 |
| CLAIRE SULLIVAN | DIRECTOR Trustee or director | 0.25 | $0 |
| RENEE HOWAYECK | DIRECTOR Trustee or director | 0.25 | $0 |
990 for the year ended June 30, 2024: 24 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SANDRA FRECHETTE | CHIEF EXECUTIVE OFFICER Officer | 36.25 | $202,380 | $18,194 |
| SUSAN BENFEITO | CHIEF FINANCIAL OFFICER Officer | 36.25 | $142,452 | $15,362 |
| CHRISTINE SIROIS | CHIEF OPERATING OFFICER Officer | 35 | $131,691 | $7,006 |
| DIANE THOMAS | CHIEF OPERATING OFFICER Officer | 35 | $130,862 | $7,006 |
| MELANIE MINUTELLI RAMOS | CHIEF PROGRAM OFFICER Officer | 35 | $116,224 | $6,232 |
| DEBORAH AVILA-CARREIRO | NUTRITION DIRECTOR Highest-paid employee | 35 | $110,780 | $5,539 |
| LISA KUROWSKI | PROTECTIVE SUPERVISOR Highest-paid employee | 35 | $101,311 | $5,487 |
| KERRIE BRALEY | NURSING DIRECTOR Highest-paid employee | 35 | $100,447 | $5,443 |
| JULIE ALMOND | VICE CHAIRPERSON Trustee or director, Officer | 0.5 | $0 | $0 |
| WENDY J ADAMS | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| KATHLEEN STROZYK | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| KIMBERLY CIOCIOLA | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| JUDITH AUBIN | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| SANDRA CHRISTOUN | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| ASHLEY CARTWRIGHT | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| JIM DEARRUDA | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 |
| BRITTANY LYNCH | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| DEBRA MALTAIS | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| JENNIFER MILLERICK | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| CHAITALI PATEL | CHAIRPERSON Trustee or director, Officer | 0.5 | $0 | $0 |
| LAURA MITCHELL | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 |
| MARGARET RILEY | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| CLAIRE SULLIVAN | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| RENEE HOWAYECK | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
990 for the year ended June 30, 2023: 28 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JULIA KLEIN | CHIEF EXECUTIVE OFFICER Officer | 35 | $241,705 | $32,145 |
| SUSAN BENFEITO | CHIEF FINANCIAL OFFICER Officer | 36.25 | $142,242 | $15,115 |
| SANDRA FRECHETTE | CHIEF PROGRAM OFFICER Officer | 35 | $119,136 | $13,916 |
| DIANE THOMAS | CHIEF OPERATING OFFICER Officer | 35 | $116,900 | $6,266 |
| CHRISTINE SIROIS | CHIEF OPERATING OFFICER Officer | 35 | $116,663 | $6,254 |
| LISA KUROWSKI | PROTECTIVE SUPERVISOR Highest-paid employee | 35 | $100,442 | $14,129 |
| DEBORAH AVILA-CARREIRO | NUTRITION DIRECTOR Highest-paid employee | 35 | $101,491 | $5,496 |
| JULIE ALMOND | VICE CHAIRPERSON Trustee or director, Officer | 0.5 | $0 | $0 |
| BRUCE THAYER | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| EILEEN BEAULIEU | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| KIMBERLY CIOCIOLA | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| JUDITH AUBIN | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| SANDRA CHRISTOUN | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| ASHLEY CARTWRIGHT | SECRETARY Trustee or director, Officer | 0.5 | $0 | $0 |
| VIRGINIA KING | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| JIM DEARRUDA | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| BRITTANY LYNCH | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| RICHARD KELSAY | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| DEBRA MALTAIS | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| BARB MAYNES | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| KATHLEEN PEARLE | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| JENNIFER MILLERICK | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| CJ PATEL | CHAIRPERSON Trustee or director, Officer | 0.5 | $0 | $0 |
| LAURA MITCHELL | TREASURER Trustee or director, Officer | 0.5 | $0 | $0 |
| MARGARET RILEY | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| JOANNE ROQUE | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| CLAIRE SULLIVAN | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
| RENEE HOWAYECK | DIRECTOR Trustee or director | 0.25 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1 FATHER DEVALLES BLVD, FALL RIVER, MA 02723-1511
- In care of
- % DENISE DOMIN
- Principal officer (990 for 2024)
- SANDRA FRECHETTE, 1 FATHER DEVALLES BLVD 8, FALL RIVER, MA 02723
- Signed the 990
- SANDRA FRECHETTE, CHIEF EXECUTIVE OFFICER
- Phone
- (508) 675-2101
- Website
- WWW.BRISTOLAGING.ORG
- Return prepared by
- DANIEL DENNIS & COMPANY LLP
Mission
FOUNDED IN 1973, BRISTOL AGING & WELLNESS, INC. IS A PRIVATE NON-PROFIT CORPORATION, DESIGNATED AS AN AGING SERVICES ACCESS POINT AND AN AREA AGENCY ON AGING. BRISTOL SERVES AS THE ENTRY POINT FOR ELDER SERVICES IN SOUTHEASTERN MASSACHUSETTS.
Program accomplishments
- HOME CARE: PREVENT INSTITUTIONALIZATION SO THAT LOW-INCOME AND FRAIL ELDERLY CAN AVOID COSTLY NURSING HOME ENVIRONMENT AND RECEIVE SERVICES AT HOME.Expenses $13,101,805 · grants $9,539,576 · revenue $808,723
- 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.Expenses $6,711,879 · grants $5,188,083 · revenue $247,056
- SENIOR CARE OPTIONS PROVIDES A HEALTH PLAN FOR LOW-INCOME SENIORS WHO QUALIFY FOR BOTH MEDICARE AND MEDICAID.Expenses $13,280,739 · grants $10,470,009 · revenue $14,458,878
- SOCIAL SERVICES PROVIDED TO ELDERS.Expenses $14,914,547 · grants $6,562,848 · revenue $123,615
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 04-2545767
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1974
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P81Z)
- Assets (IRS master file)
- $35,594,373
- Income (IRS master file)
- $55,692,222
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $55,692,222 | $49,749,810 | $35,594,373 | XML |
| 990 | June 2024 | $49,042,275 | $44,655,484 | $29,633,737 | XML |
| 990 | June 2023 | $41,021,483 | $38,453,783 | $26,470,695 | XML |
| 990 | June 2022 | $36,848,253 | $35,259,595 | $23,803,109 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-2545767).
Questions about BRISTOL AGING & WELLNESS INC
- What is the EIN of BRISTOL AGING & WELLNESS INC?
- The employer identification number (EIN) of BRISTOL AGING & WELLNESS INC is 04-2545767.
- Is BRISTOL AGING & WELLNESS INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1974.
- Are donations to BRISTOL AGING & WELLNESS INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BRISTOL AGING & WELLNESS INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BRISTOL AGING & WELLNESS INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BRISTOL AGING & WELLNESS INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of BRISTOL AGING & WELLNESS INC?
- The 990 for the year ended June 30, 2025 names SANDRA FRECHETTE.
- Who are the officers and directors of BRISTOL AGING & WELLNESS INC?
- The 990 for the year ended June 30, 2025 lists 24 people; 9 received compensation from the organization, the highest $219,986 (SANDRA FRECHETTE, CHIEF EXECUTIVE OFFICER).
- How much revenue does BRISTOL AGING & WELLNESS INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $55,692,222, expenses of $49,749,810 and total assets of $35,594,373 at year end.
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- SPECTRUM EMPOWERMENT PROJECT INC EIN 83-3753905 · last filed 990-EZ for 2024
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- PARTNERSHIP FOR A HEALTHIER COMMUNITY INC EIN 04-3409125 · last filed 990-EZ for 2026
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All nonprofits in FALL RIVER · Massachusetts · Human services