Public Charity

ADVISEWELL INC

ADVISEWELL INC is a Public Charity headquartered in NEW ORLEANS, LA. Financial data from the 2024 filing: $2.7M revenue, $3.0M expenses, $15.0M total assets.

EIN: 721081340 NEW ORLEANS, LA Health Care NTEE: E Latest filing: 2024
Total Revenue$2.7M
Total Expenses$3.0M
Total Assets$15.0M
Grant Records0
Filing Years2020–2024

Mission

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

Where $100 goes at Advisewell Inc

How Advisewell Inc divides every $100 it spends, from its own Form 990 filings, averaged across 7 years.

$66 Programs the work itself
$34 Management running the organization
$0 Fundraising none reported

No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.

Inside the $66 for programs

$66
The senior medicare patrol federal grants are through the department of health & human services - administration for community living
All program spending
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Source: Form 990 filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Officers & Directors

CHAIRMAN OF THE BOARD, PRESIDENT, & CEO Bret Clesi
BOARD MEMBER Bridget Galatas
QUALITY IMPROVEMENT MANAGER Catherine Bourgeois
TREASURER Charles Jouandot
SECRETARY Larry Mitchum
VICE CHAIRMAN & VICE PRESIDENT Patrick Burns

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2024 $2.7M $3.0M $15.0M
2023 $2.4M $3.0M $14.4M
2022 $6.9M $2.3M $15.1M
2021 $1.4M $3.8M $11.0M
2020 $948K $2.1M $15.7M

Between 2020 and 2024, reported annual revenue grew from $948K to $2.7M (+181%), with total assets most recently reported at $15.0M.

Interactive year-over-year charts and full filing details available with membership.

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