ADVISEWELL INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: ADVISEWELL INC (EIN 72-1081340)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2025-01-27
IRS object ID: 202540279349300899
Schema version: 2023v6.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule A
Schedule D
Schedule L
Schedule O
Schedule R

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-01-27T17:48:57+00:00	ReturnTs
Tax Period End	2023-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	346565596	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	ERNST & YOUNG US LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	425 HOUSTON ST	AddressLine1Txt
City	FORT WORTH	CityNm
State Abbreviation	TX	StateAbbreviationCd
ZIP	76102	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2023-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	721081340	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ADVISEWELL INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	ADVI	BusinessNameControlTxt
Phone	2259266353	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	201 St Charles Ave 2401	AddressLine1Txt
City	New Orleans	CityNm
State Abbreviation	LA	StateAbbreviationCd
ZIP	70170	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	BRET CLESI	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Signature	2025-01-28	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	Melva Scott	PreparerPersonNm
PTIN	P01207335	PTIN
Phone	8173351900	PhoneNum
Preparation	2025-01-21	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Principal Ofcr Business Name PrincipalOfcrBusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BRET CLESI	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	201 St Charles Ave 2401	AddressLine1Txt
City	New Orleans	CityNm
State Abbreviation	LA	StateAbbreviationCd
ZIP	70170	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$2,396,829	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c3	Yes (X)	Organization501c3Ind
Website Address	www.advisewell.org	WebsiteAddressTxt
Type Of Organization Corp	Yes (X)	TypeOfOrganizationCorpInd
Formation	1986	FormationYr
Legal Domicile State	LA	LegalDomicileStateCd
Activity Or Mission	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.	ActivityOrMissionDesc
Voting Members Governing Body	4	VotingMembersGoverningBodyCnt
Voting Members Independent	4	VotingMembersIndependentCnt
Total Employee	17	TotalEmployeeCnt
Total Volunteers	47	TotalVolunteersCnt
Total Gross UBI	$0	TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm	$0	NetUnrelatedBusTxblIncmAmt
PY Contributions Grants	$0	PYContributionsGrantsAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$1,670,274	PYProgramServiceRevenueAmt
CY Program Service Revenue	$1,856,552	CYProgramServiceRevenueAmt
PY Investment Income	$5,262,492	PYInvestmentIncomeAmt
CY Investment Income	$540,277	CYInvestmentIncomeAmt
PY Other Revenue	$0	PYOtherRevenueAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$6,932,766	PYTotalRevenueAmt
CY Total Revenue	$2,396,829	CYTotalRevenueAmt
PY Grants And Similar Paid	$0	PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$0	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$0	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$785,506	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$873,064	CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns	$0	PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$1,555,879	PYOtherExpensesAmt
CY Other Expenses	$2,154,636	CYOtherExpensesAmt
PY Total Expenses	$2,341,385	PYTotalExpensesAmt
CY Total Expenses	$3,027,700	CYTotalExpensesAmt
PY Revenues Less Expenses	$4,591,381	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$630,871	CYRevenuesLessExpensesAmt
Total Assets BOY	$15,089,428	TotalAssetsBOYAmt
Total Assets EOY	$14,406,403	TotalAssetsEOYAmt
Total Liabilities BOY	$328,154	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$102,370	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$14,761,274	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$14,304,033	NetAssetsOrFundBalancesEOYAmt
Mission	TO IMPROVE THE QUALITY OF HEALTH AND HEALTH CARE BY USING INFORMATION AND COLLABORATIVE RELATIONSHIPS TO ENABLE CHANGE.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Expense	$1,275,156	ExpenseAmt
Grant	$0	GrantAmt
Revenue	$1,856,552	RevenueAmt
Desc	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.	Desc
Total Program Service Expenses	$1,275,156	TotalProgramServiceExpensesAmt
Described In Section501c3	Yes (true)	DescribedInSection501c3Ind
Schedule B Required	false	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Lobbying Activities	false	LobbyingActivitiesInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	false	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	false	ReportLandBuildingEquipmentInd
Report Investments Other Sec	Yes (true)	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	Yes (true)	ReportOtherLiabilitiesInd
Include FIN48 Footnote	Yes (true)	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	false	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	false	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Engaged In Excess Benefit Trans	false	EngagedInExcessBenefitTransInd
PY Excess Benefit Trans	false	PYExcessBenefitTransInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	Yes (true)	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	Yes (true)	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org	false	TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	0	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	17	EmployeeCnt
Employment Tax Returns Filed	Yes (true)	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	4	GoverningBodyVotingMembersCnt
Independent Voting Member	4	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	Yes (true)	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	Yes (true)	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	Yes (true)	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	Yes (true)	RegularMonitoringEnfrcInd
Whistleblower Policy	Yes (true)	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	Yes (true)	CompensationProcessCEOInd
Compensation Process Other	Yes (true)	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	BRET CLESI	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	2259266353	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	201 ST CHARLES AVE SUITE 2401	AddressLine1Txt
City	NEW ORLEANS	CityNm
State Abbreviation	LA	StateAbbreviationCd
ZIP	70170	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Highest Compensated EmployeeHighestCompensatedEmployeeInd
BRET CLESI
CHAIRMAN OF THE BOARD, PRESIDENT, & CEO	14.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
CHARLES JOUANDOT
TREASURER	6.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
LARRY MITCHUM
SECRETARY	6.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
PATRICK BURNS
VICE CHAIRMAN & VICE PRESIDENT	6.0	0.0	Yes (X)	Yes (X)	$0	$0	$0
CATHERINE BOURGEOIS
QUALITY IMPROVEMENT MANAGER	40.0	0.0			$109,748	$0	$0	Yes (X)
SONJA J LANDRY
SMP PROGRAM MANAGER	40.0	0.0			$128,761	$0	$0	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$238,509	TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org	$0	TotReportableCompRltdOrgAmt
Total Other Compensation	$0	TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K	2	IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	false	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CLESI BURNS LLC	BusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	201 Saint Charles Ave	AddressLine1Txt
City	New Orleans	CityNm
State Abbreviation	LA	StateAbbreviationCd
ZIP	70170	ZIPCd

Field	Value	IRS element (for citing)
Services	ADMINISTRATIVE AND HR SERVICES	ServicesDesc
Compensation	$456,287	CompensationAmt

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	1	CntrctRcvdGreaterThan100KCnt
Total Contributions	$0	TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

Field	Value	IRS element (for citing)
Desc	GOVERNMENT HEALTH MGMT	Desc
Business	621110	BusinessCd
Total Revenue Column	$1,856,552	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,856,552	RelatedOrExemptFuncIncomeAmt

Total Oth Program Service Rev TotalOthProgramServiceRevGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Total Program Service Revenue	$1,856,552	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$540,277	TotalRevenueColumnAmt
Exclusion	$540,277	ExclusionAmt

Rental Income Or Loss RentalIncomeOrLossGrp

Field	Value	IRS element (for citing)
Real	$0	RealAmt
Personal	$0	PersonalAmt

Gain Or Loss GainOrLossGrp

Field	Value	IRS element (for citing)
Securities	$0	SecuritiesAmt
Other	$0	OtherAmt

Miscellaneous Revenue MiscellaneousRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$0	TotalRevenueColumnAmt
Related Or Exempt Func Income	$0	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$0	ExclusionAmt

Field	Value	IRS element (for citing)
Other Revenue Total	$0	OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$2,396,829	TotalRevenueColumnAmt
Related Or Exempt Func Income	$1,856,552	RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue	$0	UnrelatedBusinessRevenueAmt
Exclusion	$540,277	ExclusionAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part IX	Yes (X)	InfoInScheduleOPartIXInd

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$845,908	TotalAmt
Program Services	$680,583	ProgramServicesAmt
Management And General	$165,325	ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

Field	Value	IRS element (for citing)
Total	$27,156	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$27,156	ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$2,326	TotalAmt
Management And General	$2,326	ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$680,858	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$680,858	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Advertising AdvertisingGrp

Field	Value	IRS element (for citing)
Total	$464,437	TotalAmt
Program Services	$424,149	ProgramServicesAmt
Management And General	$40,288	ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$83,188	TotalAmt
Program Services	$70,605	ProgramServicesAmt
Management And General	$12,583	ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$17,599	TotalAmt
Program Services	$10,087	ProgramServicesAmt
Management And General	$7,512	ManagementAndGeneralAmt

Occupancy OccupancyGrp

Field	Value	IRS element (for citing)
Total	$7,906	TotalAmt
Program Services	$100	ProgramServicesAmt
Management And General	$7,806	ManagementAndGeneralAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$172,073	TotalAmt
Program Services	$84,593	ProgramServicesAmt
Management And General	$87,480	ManagementAndGeneralAmt

Interest InterestGrp

Field	Value	IRS element (for citing)
Total	$2,473	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$2,473	ManagementAndGeneralAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$256,679	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$256,679	ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt	Management And GeneralManagementAndGeneralAmt	Program ServicesProgramServicesAmt
HR Expense	$456,287	$456,287
DUES & SUBSCRIPTIONS	$7,341	$4,818	$2,523
Outside Services	$2,516		$2,516
bank service charges	$842	$842

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$111	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$111	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$3,027,700	TotalAmt
Program Services	$1,275,156	ProgramServicesAmt
Management And General	$1,752,544	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$527,553	BOYAmt
EOY	$96,418	EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

Field	Value	IRS element (for citing)
BOY	$391,756	BOYAmt
EOY	$0	EOYAmt

Accounts Receivable AccountsReceivableGrp

Field	Value	IRS element (for citing)
BOY	$168,206	BOYAmt
EOY	$107,526	EOYAmt

Receivables From Officers Etc ReceivablesFromOfficersEtcGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Field	Value	IRS element (for citing)
Land Bldg Equip Cost Or Other Bss	$0	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$0	LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

Field	Value	IRS element (for citing)
BOY	$14,001,913	BOYAmt
EOY	$14,202,459	EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt

Other Assets Total OtherAssetsTotalGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$15,089,428	BOYAmt
EOY	$14,406,403	EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

Field	Value	IRS element (for citing)
BOY	$187,084	BOYAmt
EOY	$5,369	EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Other Liabilities OtherLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$141,070	BOYAmt
EOY	$97,001	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$328,154	BOYAmt
EOY	$102,370	EOYAmt

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$14,761,274	BOYAmt
EOY	$14,304,033	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$14,761,274	BOYAmt
EOY	$14,304,033	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$15,089,428	BOYAmt
EOY	$14,406,403	EOYAmt

Field	Value	IRS element (for citing)
Info In Schedule O Part XI	Yes (X)	InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss	-$630,871	ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst	$485,008	NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets	-$311,378	OtherChangesInNetAssetsAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	false	AccountantCompileOrReviewInd
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Audit Committee	Yes (true)	AuditCommitteeInd
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

Field	Value	IRS element (for citing)
Public Organization170	Yes (X)	PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$32,866,516	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$750,103	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$994,739	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,670,274	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,856,552	CurrentTaxYearAmt
Total	$38,138,184	TotalAmt

Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$32,866,516	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$750,103	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$994,739	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$1,670,274	CurrentTaxYearMinus1YearAmt
Current Tax Year	$1,856,552	CurrentTaxYearAmt
Total	$38,138,184	TotalAmt

Field	Value	IRS element (for citing)
Substantial Contributors Tot	$0	SubstantialContributorsTotAmt
Public Support Total170	$38,138,184	PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$25,447	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$198,323	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$413,822	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$5,262,492	CurrentTaxYearMinus1YearAmt
Current Tax Year	$540,277	CurrentTaxYearAmt
Total	$6,440,361	TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Other Income170 OtherIncome170Grp

Field	Value	IRS element (for citing)
Current Tax Year Minus4 Years	$0	CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years	$0	CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years	$0	CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year	$0	CurrentTaxYearMinus1YearAmt
Current Tax Year	$0	CurrentTaxYearAmt
Total	$0	TotalAmt

Field	Value	IRS element (for citing)
Total Support	$44,578,545	TotalSupportAmt
Gross Receipts Rltd Activities	$0	GrossReceiptsRltdActivitiesAmt
Public Support CY170	0.8555	PublicSupportCY170Pct
Public Support PY170	0.9177	PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170	Yes (X)	ThirtyThrPctSuprtTestsCY170Ind

Schedule D IRS990ScheduleD

Other Securities OtherSecuritiesGrp

Field	Value	IRS element (for citing)
Desc	INVESTMENT IN LLC	Desc
Book Value	$14,202,459	BookValueAmt
Method Valuation	C	MethodValuationCd

Field	Value	IRS element (for citing)
Total Book Value Securities	$14,202,459	TotalBookValueSecuritiesAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

Field	Value	IRS element (for citing)
Desc	SBA/PPP LOAN	Desc
Amt	$97,001	Amt

Field	Value	IRS element (for citing)
Total Liability	$97,001	TotalLiabilityAmt
Footnote Text	Yes (X)	FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail

Field	Value	IRS element (for citing)
Form And Line Reference	Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote	FormAndLineReferenceDesc
Explanation	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.	ExplanationTxt

Schedule L IRS990ScheduleL

Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp

Name Of Interested NameOfInterested

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	CLESI BURNS LLC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Relationship Description	Entity more than 35% owned by Board Chair Brett Clesi and Vice Chair Patrick Burns	RelationshipDescriptionTxt
Transaction	$456,287	TransactionAmt
Transaction	Executive, Management, HR, and administrative support services	TransactionDesc
Sharing Of Revenues	false	SharingOfRevenuesInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
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;

Schedule R IRS990ScheduleR

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp

Related Organization Name RelatedOrganizationName

Field	Value	IRS element (for citing)
Business Name Line1	AMERICAN HEALTHCARE REVIEW INC	BusinessNameLine1Txt

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	201 ST CHARLES	AddressLine1Txt
Address Line2	STE 2400	AddressLine2Txt
City	NEW ORLEANS	CityNm
State Abbreviation	LA	StateAbbreviationCd
ZIP	70170	ZIPCd

Field	Value	IRS element (for citing)
EIN	833382803	EIN
Primary Activities	MGMT SVCS	PrimaryActivitiesTxt
Legal Domicile State	LA	LegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

Field	Value	IRS element (for citing)
Business Name Line1	ADVISEWELL INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Entity Type	C Corporation	EntityTypeTxt
Ownership	1	OwnershipPct
Controlled Organization	Yes (true)	ControlledOrganizationInd

Field	Value	IRS element (for citing)
Receipt Of Int Annts Rnts Rylts	false	ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org	false	GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org	false	GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org	false	LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org	false	LoansOrGuaranteesFromOthOrgInd
Div Related Organization	false	DivRelatedOrganizationInd
Asset Sale To Other Org	false	AssetSaleToOtherOrgInd
Asset Purchase From Other Org	false	AssetPurchaseFromOtherOrgInd
Asset Exchange	false	AssetExchangeInd
Rental Of Facilities To Oth Org	false	RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org	false	RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org	false	PerformOfServicesForOthOrgInd
Perform Of Services By Other Org	false	PerformOfServicesByOtherOrgInd
Sharing Of Facilities	false	SharingOfFacilitiesInd
Paid Employees Sharing	false	PaidEmployeesSharingInd
Reimbursement Paid To Other Org	false	ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org	false	ReimbursementPaidByOtherOrgInd
Transfer To Other Org	false	TransferToOtherOrgInd
Transfer From Other Org	false	TransferFromOtherOrgInd