2024-11-13T12:50:58-05:00 2023-12-31 030280081 JMM & ASSOCIATES PC 463 MOUNTAIN VIEW DR STE 403 COLCHESTER VT 05446 990 2023-01-01 030358421 LIVING WELL GROUP INC LIVI 8026581573 1205 NORTH AVENUE SUITE 12 BURLINGTON VT 054082751 WENDY AUDETTE STARTED OCTOBER 2023 EXECUTIVE DIRECTOR 8026581573 2024-11-13 true false RANDALL L SARGENT CPA P00136499 8026555665 2024-11-13 2023 2024-10-15 13:58:12Z WENDY AUDETTE STARTED OCTOBER 2023 1205 NORTH AVENUE SUITE 12 BURLINGTON VT 054082751 6334182 false X WWW.LIVINGWELLGROUP.ORG X 2003 VT TO CREATE A MODEL OF WHOLE-PERSON ELDER CARE THAT HONORS, RESPECTS, AND ELEVATES EACH INDIVIDUAL WHILE REDEFINING AGING IN AMERICA. 4 4 195 4 0 148286 1041759 5269120 5192758 0 184971 99665 5602377 6334182 0 0 4374743 4265516 0 4422 1722585 2293940 6097328 6559456 -494951 -225274 6538874 6103295 6808818 6598513 -269944 -495218 RESIDENT-FOCUSED CARING FOR ELDERS THAT PROMOTES WELL-BEING WITHIN A WIDE RANGE OF COMMUNITY CONNECTIONS. false false 6029792 5192758 LIVING WELL GROUP, INC OPERATES TWO RESIDENTIAL CARE HOMES BASED ON A HOLISTIC APPROACH TO HEALTH CARE AND WELLNESS WITHIN THE INDIVIDUAL CIRCUMSTANCES OF EACH RESIDENT. THE ORGANIZATION PROVIDES ACCESS TO ACTIVITIES TO KEEP THE RESIDENTS ACTIVE IN THE LOCAL COMMUNITY. LIVING WELL GROUP IS DEDICATED TO WHOLE-PERSON QUALITY CARE AND SUSTAINABLE PRACTICES. THE TWO LOCATIONS: ETHAN ALLEN RESIDENCE, BURLINGTON, VT SERVES UP TO 40 RESIDENTS AND HEATON WOODS RESIDENCE IN MONTPELIER, VT SERVES UP TO 51 RESIDENTS. 6029792 true true false false false false false false false false true false false false false true false false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false true 15 0 195 true false false false false false false false false false false false false false false X 4 4 false false false false false false false true true false false true true false false true true true false false X LORI MONTGOMERY 8026581573 1205 NORTH AVENUE BURLINGTON VT 05408 WENDY AUDETTE STARTED OCTOBER 2023 EXECUTIVE DI 40.00 X X 20192 0 0 BETH HAMMOND LEFT JULY 2023 EXECUTIVE DI 40.00 X X 66825 0 1424 JIM HOLWAY PRESIDENT 1.00 X X 0 0 0 CHRISTOPHER TROMBLY TREASURER 1.00 X X 0 0 0 TIM FORTUNE SECRETARY 1.00 X X 0 0 0 ROBERT GOWANS DIRECTOR 1.00 X 0 0 0 SAL ALFANO LEFT IN 2023 DIRECTOR 1.00 X 0 0 0 NANCY NATVIG LEFT IN 2023 DIRECTOR 1.00 X 0 0 0 RUTH HOGAN LEFT IN 2023 DIRECTOR 1.00 X 0 0 0 SUSAN HERRICK LEFT IN 2023 DIRECTOR 1.00 X 0 0 0 87017 1424 false false false 1013789 27970 1041759 RESIDENT ROOM & BOARD 623000 3675159 3675159 MEDICAID 623000 1488380 1488380 EXPENSE REIMBURSEMENTS 623000 29219 29219 5192758 OTHER REVENUE 812900 99665 99665 99665 6334182 5192758 99665 X 88441 84019 4422 3574924 3338398 236526 10586 9210 1376 220896 193418 27478 370669 333602 37067 12600 12600 835339 824165 11174 30028 23568 6460 43795 37425 6370 14394 2029 12365 394481 384892 9589 22442 18442 4000 15248 13919 1329 161101 147059 14042 231495 211317 20178 102506 61901 40605 HOUSEHOLD EXPENSES 421542 421478 64 MISCELLANEOUS 8969 8969 6559456 6029792 525242 4422 297016 286461 414352 146864 25000 90036 144888 11564 9273 6988483 1472674 5700906 5515809 6538874 6103295 430380 301391 10104 9531 6368334 6287591 6808818 6598513 X -294944 -495218 25000 -269944 -495218 6538874 6103295 -225274 X true X false false X 60268 1143964 524500 148286 1041759 2918777 5705216 5441937 5317257 5269120 5192758 26926288 5765484 6585901 5841757 5417406 6234517 29845065 100000 100000 466064 284640 550242 735067 503070 2539083 466064 284640 650242 735067 503070 2639083 27205982 3 3 3 3 75944 85589 56616 184971 99665 502785 5841428 6671493 5898373 5602377 6334182 30347853 0.89650 0.97890 0.00000 0.00000 X PART III, LINE 12 MISCELLANEOUS INCOME 502,785 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 622377 622377 6048293 1231756 4816537 317813 240918 76895 5515809 X SCHEDULE D, PAGE 3, PART X LIVING WELL GROUP, INC. BELIEVES IT HAS APPROPRIATE SUPPORT FOR ANY TAX POSITIONS TAKEN AND THEREFORE HAS NOT RECORDED ANY LIABILITY FOR UNCERTAIN TAX POSITIONS. JIM HOLWAY BOARD PRESIDENT 9600 OFFICE RENT false FORM 990, PAGE 6, PART VI, LINE 11B THE 990 IS REVIEWED BY SENIOR MANAGEMENT AND THE BOARD OF DIRECTORS, IF REQUESTED. FORM 990, PAGE 6, PART VI, LINE 15A THE BOARD REVIEWS AND APPROVES THE CEO/EXECUTIVE DIRECTOR'S COMPENSATION ANNUALLY. FORM 990, PAGE 6, PART VI, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G 824,165 11,174 0