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ADVISEWELL INC

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Public IRS 990 nonprofit record

ADVISEWELL INC

EIN 72-1081340 · Health Care (E00B)

What they do

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.

Before you give

Should I give to this charity?

Easy charity check
Look at where the money went

Of every $100 spent, about $45.70 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders7 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

51.40%of revenue went to mission work45.7% of expenses · Program services
$112.38spent for every $100 of revenueSpending was higher than revenue this year.
60.98%of revenue went to management and office costs54.3% of expenses
$5.02in assets for every $1 spent this yearSome assets cannot be spent right away.

Ask these three easy questions

  1. Who did you help? Ask for a recent story or report that shows real results.
  2. What will my money do? Ask exactly what your gift will pay for.
  3. Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $329,676 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $135,341 for SONJA J LANDRY (SMP PROGRAM MANAGER). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$2,662,756
Mission workProgram services$1,368,60751.40% of revenue45.7% of expenses
ManagementOffice and general costs$1,623,82560.98% of revenue54.3% of expenses
FundraisingAsking for donations0.00% of revenue0.0% of expenses
Total expenses$2,992,432112.38% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails
2024CurrentExpense mix: 45.7% mission · 54.3% management · 0.0% fundraisingTotal expenses: 112.38% of revenue
2023Expense mix: 42.1% mission · 57.9% management · 0.0% fundraisingTotal expenses: 126.32% of revenue
2022Expense mix: 45.3% mission · 54.7% management · 0.0% fundraisingTotal expenses: 33.77% of revenue
2021Expense mix: 100.0% mission · 0.0% management · 0.0% fundraisingTotal expenses: 272.86% of revenue
2020Expense mix: 24.6% mission · 75.4% management · 0.0% fundraisingTotal expenses: 216.26% of revenue
2018Expense mix: 58.8% mission · 41.2% management · 0.0% fundraisingTotal expenses: 98.71% of revenue
2017Expense mix: 76.2% mission · 23.8% management · 0.0% fundraisingTotal expenses: 98.86% of revenue
2016Expense mix: 76.2% mission · 23.8% management · 0.0% fundraisingTotal expenses: 99.31% of revenue

Money in and money out

Revenue$2,662,756
Expenses$2,992,432
Annual shortfall $329,676 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$1,368,607 · 45.7% of expenses
Management and office costs$1,623,825 · 54.3% of expenses
See all reported dollar amounts
Revenue$2,662,756
Expenses$2,992,432
Assets$15,026,836
Income$2,662,756
Mission work (program services)$1,368,607
Management and general$1,623,825
Executive compensation (total)$1,778,516
Stocks and bonds$14,640,644
Accounting fees$266,910
People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation
SONJA J LANDRYSMP PROGRAM MANAGER · 40 hrs/week $135,341
CATHERINE BOURGEOISQUALITY IMPROVEMENT MANAGER · 40 hrs/week $114,658
BRET CLESICHAIRMAN OF THE BOARD, PRESIDENT, & CEO · 14 hrs/week $25,750
PATRICK BURNSVICE CHAIRMAN & VICE PRESIDENT · 6 hrs/week $10,687
CHARLES JOUANDOTTREASURER · 6 hrs/week $6,625
BRIDGET GALATASBOARD MEMBER · 6 hrs/week $3,375
LARRY MITCHUMSECRETARY · 6 hrs/week $938

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (7)

SONJA J LANDRYSMP PROGRAM MANAGER

CATHERINE BOURGEOISQUALITY IMPROVEMENT MANAGER

BRET CLESICHAIRMAN OF THE BOARD, PRESIDENT, & CEO

PATRICK BURNSVICE CHAIRMAN & VICE PRESIDENT

CHARLES JOUANDOTTREASURER

BRIDGET GALATASBOARD MEMBER

LARRY MITCHUMSECRETARY

About this charity

Recognized since
January 1989
Location
201 SAINT CHARLES AVE STE 2401, NEW ORLEANS, LA 70170-2401
County
Orleans
In care of
BRET CLESI
Primary officer
BRET CLESI, CHAIRMAN AND PRESIDENT

How to reach them

Filing and classification

Latest tax year
2024
Tax period began
January 1, 2024
Return type
990
Tax preparer
KUSHNER LAGRAIZE LLC
NTEE classification
Health Care (E00B)
IRS tax category
Other Management Consulting Services

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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