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Nonprofit · EIN 72-1081340

ADVISEWELL INC

Tax-exempt · NEW ORLEANS, LA 70170

Financials

$6.9M$2.3M2022$2.4M$3M2023$2.7M$3M2024
Revenue Expenses · by fiscal year end
Financials of ADVISEWELL INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$2,662,756$2,992,432-$329,676$15,026,836$115,426$14,911,410
December 31, 2023990$2,396,829$3,027,700-$630,871$14,406,403$102,370$14,304,033
December 31, 2022990$6,932,766$2,341,385$4,591,381$15,089,428$328,154$14,761,274
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$2,069,080
Investment income
$633,875
Other revenue
-$40,199

Expenses

Grants and similar amounts paid
$0
Other salaries and wages
$936,256
Salaries, compensation and benefits (total)
$979,745
Professional fundraising fees
$0
Legal fees
$25,671
Accounting fees
$266,910
Occupancy
$7,670
Travel
$133,406
Program services (functional)
$1,368,607
Management and general (functional)
$1,623,825

Balance sheet and other

Total assets, start of year
$14,406,403
Total assets, end of year
$15,026,836
Total liabilities, end of year
$115,426
Net assets, end of year
$14,911,410
Publicly traded securities
$14,640,644
Net assets without donor restrictions
$14,911,410
Gross receipts
$2,662,756
Employees
22
Volunteers
54
Year formed
1986
State of legal domicile
LA

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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
SONJA J LANDRYSMP PROGRAM MANAGER
Highest-paid employee
40$135,341
CATHERINE BOURGEOISQUALITY IMPROVEMENT MANAGER
Highest-paid employee
40$114,658
BRET CLESICHAIRMAN OF THE BOARD, PRESIDENT, & CEO
Trustee or director, Officer
14$25,750
PATRICK BURNSVICE CHAIRMAN & VICE PRESIDENT
Trustee or director, Officer
6$10,687
CHARLES JOUANDOTTREASURER
Trustee or director, Officer
6$6,625
BRIDGET GALATASBOARD MEMBER
Trustee or director
6$3,375
LARRY MITCHUMSECRETARY
Trustee or director, Officer
6$938
990 for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
SONJA J LANDRYSMP PROGRAM MANAGER
Highest-paid employee
40$128,761
CATHERINE BOURGEOISQUALITY IMPROVEMENT MANAGER
Highest-paid employee
40$109,748
BRET CLESICHAIRMAN OF THE BOARD, PRESIDENT, & CEO
Trustee or director, Officer
14$0
CHARLES JOUANDOTTREASURER
Trustee or director, Officer
6$0
LARRY MITCHUMSECRETARY
Trustee or director, Officer
6$0
PATRICK BURNSVICE CHAIRMAN & VICE PRESIDENT
Trustee or director, Officer
6$0
990 for the year ended December 31, 2022: 6 people
NameTitleHours / weekCompensation
SONJA J LANDRYSMP PROGRAM MANAGER
Highest-paid employee
40$125,902
CATHERINE BOURGEOISQUALITY IMPROVEMENT MANAGER
Highest-paid employee
40$100,719
BRET CLESICHAIRMAN OF THE BOARD & PRESIDENT
Trustee or director, Officer
14$0
CHARLES JOUANDOTTREASURER
Trustee or director, Officer
6$0
LARRY MITCHUMSECRETARY
Trustee or director, Officer
6$0
PATRICK BURNSVICE CHAIRMAN
Trustee or director, Officer
6$0

Address and contacts

Address (IRS master file)
201 SAINT CHARLES AVE STE 2401, NEW ORLEANS, LA 70170-2401
Principal officer (990 for 2024)
BRET CLESI, 201 ST CHARLES AVE SUITE 2401, NEW ORLEANS, LA 70170
Signed the 990
BRET CLESI, CHAIRMAN AND PRESIDENT
Phone
(225) 926-6353
Return prepared by
KUSHNER LAGRAIZE LLC

Mission

TO IMPROVE THE QUALITY OF HEALTH AND HEALTHCARE BY USING INFORMATION AND COLLABORATIVE RELATIONSHIPS TO ENABLE CHANGE

990 for the year ended December 31, 2024

Program accomplishments

  • 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.
    Expenses $1,368,607 · revenue $2,069,080

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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
72-1081340
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
1989
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Health care (E00B)
Assets (IRS master file)
$15,026,836
Income (IRS master file)
$2,662,756

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$2,662,756$2,992,432$15,026,836XML
990December 2023$2,396,829$3,027,700$14,406,403XML
990December 2022$6,932,766$2,341,385$15,089,428XML
990December 2021$1,403,083$3,828,480$11,011,945IRS
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––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 72-1081340).

Questions about ADVISEWELL INC

What is the EIN of ADVISEWELL INC?
The employer identification number (EIN) of ADVISEWELL INC is 72-1081340.
Is ADVISEWELL INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
Are donations to ADVISEWELL INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does ADVISEWELL 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 ADVISEWELL INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ADVISEWELL INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of ADVISEWELL INC?
The 990 for the year ended December 31, 2024 names BRET CLESI.
Who are the officers and directors of ADVISEWELL INC?
The 990 for the year ended December 31, 2024 lists 7 people; 7 received compensation from the organization, the highest $135,341 (SONJA J LANDRY, SMP PROGRAM MANAGER).
How much revenue does ADVISEWELL INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $2,662,756, expenses of $2,992,432 and total assets of $15,026,836 at year end.

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