Totals
- Total revenue
- $24,201,849
- Total expenses
- $26,172,682
- Contributions and grants received
- $3,735,311
- Grants paid
- $2,000
- Program service revenue
- $19,515,436
- Investment income
- $587,116
- Other revenue
- $363,986
- Total assets, end of year
- $85,761,675
- Total liabilities, end of year
- $88,034,847
- Net assets or fund balances, end of year
- -$2,273,172
- Program services expenses (Part IX)
- $20,643,512
- Management and general expenses
- $5,529,170
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $20,643,512
Program services were 78.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1e · Government grants (contributions)
$3,195,350
-
1f · All other contributions, gifts and grants
$539,961
-
2a · Program service revenue: SKILLED NURSING
total $11,963,791 · related or exempt $11,963,791
-
2b · Program service revenue: ASSISTED LIVING
total $7,376,917 · related or exempt $7,376,917
-
2c · Program service revenue: CRL CENTER FOR RESILIENT LIVING
total $174,728 · related or exempt $174,728
-
3 · Investment income
total $396,633 · excluded $396,633
-
6a · Gross rents
real property $1,678
-
6b · Less rental expenses
real property $0
-
6c · Rental income or loss
real property $1,678
-
6d · Net rental income or loss
total $1,678 · excluded $1,678
-
7a · Gross sales of assets other than inventory
other assets $1,078,137
-
7b · Less cost or other basis and sales expenses
other assets $887,654
-
7c · Gain or loss
other assets $190,483
-
7d · Net gain or loss
total $190,483 · excluded $190,483
-
11a · Other revenue: REFUNDS/REIMBURSEMENTS
total $115,467 · related or exempt $115,467
-
11b · Other revenue: CONSULTING INCOME
total $90,500 · excluded $90,500
-
11c · Other revenue: CAFE INCOME
total $57,888 · related or exempt $57,888
-
11d · All other revenue
total $98,453 · related or exempt $97,272 · excluded $1,181
-
11e · Other revenue, total
$362,308
Functional expenses
Part IX, the statement of functional expenses.
-
2 · Grants to domestic individuals
total $2,000 · program services $2,000
-
5 · Compensation of officers, directors and key employees
total $430,818 · program services $340,347 · management and general $90,471
-
7 · Other salaries and wages
total $11,798,533 · program services $9,634,285 · management and general $2,164,248
-
8 · Pension plan contributions
total $410,470 · program services $323,692 · management and general $86,778
-
9 · Other employee benefits
total $1,425,687 · program services $1,127,486 · management and general $298,201
-
10 · Payroll taxes
total $927,813 · program services $731,735 · management and general $196,078
-
11b · Fees: legal
total $30,109 · program services $23,746 · management and general $6,363
-
11c · Fees: accounting
total $109,410 · program services $86,807 · management and general $22,603
-
11g · Fees: other
total $1,022,944 · program services $793,801 · management and general $229,143
-
12 · Advertising and promotion
total $395,324 · program services $223,926 · management and general $171,398
-
13 · Office expenses
total $294,255 · program services $46,474 · management and general $247,781
-
14 · Information technology
total $314,794 · program services $15,201 · management and general $299,593
-
16 · Occupancy
total $823,352 · program services $649,350 · management and general $174,002
-
17 · Travel
total $10,896 · program services $2,814 · management and general $8,082
-
19 · Conferences, conventions and meetings
total $38,455 · program services $7,853 · management and general $30,602
-
20 · Interest
total $4,637,623 · program services $3,657,537 · management and general $980,086
-
22 · Depreciation, depletion and amortization
total $2,049,720 · program services $1,616,545 · management and general $433,175
-
23 · Insurance
total $163,953 · program services $129,304 · management and general $34,649
-
24a · Other expenses: DIETARY
total $524,565 · program services $524,565
-
24b · Other expenses: PROVIDER FEE
total $370,120 · program services $369,860 · management and general $260
-
24c · Other expenses: PATIENT/MED SUPPLIES
total $270,458 · program services $244,832 · management and general $25,626
-
24d · Other expenses: MAINTENANCE
total $107,686 · program services $86,542 · management and general $21,144
-
24e · All other expenses
total $13,697 · program services $4,810 · management and general $8,887
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $493,486 · end of year $4,678,824
-
4 · Accounts receivable
beginning of year $692,829 · end of year $873,056
-
7 · Other notes and loans receivable
beginning of year $13,699 · end of year $16,548
-
9 · Prepaid expenses and deferred charges
beginning of year $177,486 · end of year $258,065
-
10a · Land, buildings and equipment: cost or other basis
$87,452,081
-
10b · Land, buildings and equipment: accumulated depreciation
$19,695,240
-
10c · Land, buildings and equipment, net
beginning of year $60,874,660 · end of year $67,756,841
-
15 · Other assets
beginning of year $12,690,858 · end of year $12,178,341
-
17 · Accounts payable and accrued expenses
beginning of year $2,718,285 · end of year $4,366,686
-
19 · Deferred revenue
beginning of year $420,909 · end of year $886,155
-
20 · Tax-exempt bond liabilities
beginning of year $71,352,551 · end of year $81,347,713
-
21 · Escrow or custodial account liability
beginning of year $23,118 · end of year $0
-
25 · Other liabilities
beginning of year $1,062,887 · end of year $1,434,293
-
27 · Net assets without donor restrictions
beginning of year -$634,732 · end of year -$2,285,459
-
28 · Net assets with donor restrictions
end of year $12,287
Mission and programs · 2024
Mission
THE ORGANIZATION OFFERS EDUCATION, PROGRAMS, SUPPORTS, POST-DIAGNOSTIC PLANNING, AND RESIDENTIAL OFFERINGS INCLUDING SKILLED NURSING AND ASSISTED LIVING FOR PEOPLE LIVING WITH DEMENTIA, THEIR CARE PARTNERS, AND PEOPLE LOOKING TO PREVENT COGNITIVE CHANGE. IT ALSO CONDUCTS RESEARCH AND ADVOCACY RELATED TO CHAMPIONING A MOVEMENT OF REDEFINING LIFE WITH DEMENTIA.
Activities or mission (Part I)
LIVEWELL WORKS TO ADVANCE THE WELLBEING AND INCLUSION OF ALL PEOPLE LIVING WITH (SEE SCH O) DEMENTIA TO FOSTER PURPOSE, CONNECTION, GROWTH, AND BELONGING, THROUGH CARE, RESOURCES, THOUGHT LEADERSHIP, AND ADVOCACY.
-
THE ORGANIZATION PROVIDED PATIENT CARE SERVICES TO NUMEROUS RESIDENTS, DURING THE YEAR ENDED SEPTEMBER 30, 2025 THROUGH ITS SKILLED NURSING FACILITY. THEY ALSO PROVIDED EDUCATION, COUNSELING AND RESEARCH PROGRAMS FOR INDIVIDUALS AND FAMILIES IMPACTED BY DEMENTIA AND MADE EDUCATION AND RESOURCES AVAILABLE TO THE COMMUNITY AND TO PROFESSIONAL PROVIDERS WHO SERVE INDIVIDUALS WITH DEMENTIA.
Expenses $14,242,643 · Grants $2,000 · Revenue $11,963,791
-
THE ORGANIZATION PROVIDED ASSISTED LIVING SERVICES TO RESIDENTS THROUGH ITS ASSISTED LIVING CENTER. THE ASSISTED LIVING COMMUNITY IS EXCLUSIVELY FOR INDIVIDUALS LIVING WITH DEMENTIA. IT OFFERS A STIMULATING, RESPECTFUL AND SECURE ENVIRONMENT THAT PROMOTES AUTONOMY, CONNECTION, DIGNITY, MEANING, GROWTH AND JOY.
Expenses $6,192,453 · Revenue $7,647,544
-
CENTER FOR RESILIENT LIVING (CRL) PROGRAMS PROVIDE EDUCATION, SOCIAL CONNECTION, AND PROACTIVE STRATEGIES TO EMPOWER PARTICIPANTS TO TAKE AN ACTIVE ROLE IN THEIR WELLBEING. OFFERINGS ARE DESIGNED FOR AND WITH PEOPLE NAVIGATING COGNITIVE CHANGE AND OPEN TO ANYONE INTERESTED IN IMPROVING THEIR HEALTH AND WELLBEING.
Expenses $208,416 · Revenue $174,728
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Michael LenkiewiczMICHAEL LENKIEWICZ
BOARD PRESIDENT/TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Thomas HarteTHOMAS HARTE
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Julie Thompson Robinson PhDJULIE THOMPSON ROBINSON PHD
SECRETARY - UNTIL 05/25
- Total calculated
- $0
- Hours/week
- 1
-
Lisa FeketeLISA FEKETE
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Sara TinneszSARA TINNESZ
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Wick ChambersWICK CHAMBERS
DIRECTOR - AS OF 5/25
- Total calculated
- $0
- Hours/week
- 1
-
Nancy CreelNANCY CREEL
DIRECTOR - UNTIL 12/24
- Total calculated
- $0
- Hours/week
- 1
-
Michael SmithMICHAEL SMITH
PRESIDENT/CEO
- Total calculated
- $477,510
- From this org
- $407,558
- From related orgs
- $0
- Other
- $69,952
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $360,058
- Bonus
- $47,500
- Other
- $0
- Deferred
- $40,030
- Nontaxable benefits
- $29,922
- Filer's total
- $477,510
-
Maley HuntMALEY HUNT
COO/ADMINISTRATOR
- Total calculated
- $216,477
- From this org
- $183,245
- From related orgs
- $0
- Other
- $33,232
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $183,245
- Bonus
- $0
- Other
- $0
- Deferred
- $8,752
- Nontaxable benefits
- $24,480
- Filer's total
- $216,477
-
Heidi GilHEIDI GIL
CHIEF STRATEGY OFFICER
- Total calculated
- $246,093
- From this org
- $220,231
- From related orgs
- $0
- Other
- $25,862
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $220,231
- Bonus
- $0
- Other
- $0
- Deferred
- $24,813
- Nontaxable benefits
- $1,049
- Filer's total
- $246,093
-
Anne McCarttyANNE MCCARTTY
VP HUMAN RESOURCES
- Total calculated
- $152,575
- From this org
- $116,585
- From related orgs
- $0
- Other
- $35,990
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $116,585
- Bonus
- $0
- Other
- $0
- Deferred
- $6,013
- Nontaxable benefits
- $29,977
- Filer's total
- $152,575
-
Rita BergstrandRITA BERGSTRAND
DIRECTOR OF NURSING SERVICE
- Total calculated
- $149,819
- From this org
- $133,081
- From related orgs
- $0
- Other
- $16,738
- Hours/week
- 40
-
Carlton DeschaineCARLTON DESCHAINE
LPN
- Total calculated
- $140,553
- From this org
- $126,740
- From related orgs
- $0
- Other
- $13,813
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 7 · Other non-fixed payments
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 7
- MICHAEL SMITH'S BONUS IS DISCRETIONARY AND IS APPROVED BY THE BOARD OF DIRECTORS.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 14 August 2026
- IRS schema version
- 2024v5.5
- Source object
- 202612269349300626
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