Nonprofit · EIN 22-3068632
LIVEWELL ALLIANCE INC
Tax-exempt · PLANTSVILLE, CT 06479
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $24,201,849 | $26,172,682 | -$1,970,833 | $85,761,675 | $88,034,847 | -$2,273,172 |
| September 30, 2024 | 990 | $15,178,139 | $20,667,346 | -$5,489,207 | $74,943,018 | $75,577,750 | -$634,732 |
| September 30, 2023 | 990 | $15,969,469 | $18,558,686 | -$2,589,217 | $55,251,010 | $50,840,388 | $4,410,622 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $3,735,311
- of which government grants
- $3,195,350
- Program service revenue
- $19,515,436
- Investment income
- $587,116
- Net rental income
- $1,678
- Net gain from sales of assets
- $190,483
- Other revenue
- $363,986
Expenses
- Grants and similar amounts paid
- $2,000
- Compensation of officers, directors and key employees
- $430,818
- Other salaries and wages
- $11,798,533
- Salaries, compensation and benefits (total)
- $14,993,321
- Professional fundraising fees
- $0
- Legal fees
- $30,109
- Accounting fees
- $109,410
- Occupancy
- $823,352
- Travel
- $10,896
- Depreciation
- $2,049,720
- Program services (functional)
- $20,643,512
- Management and general (functional)
- $5,529,170
Balance sheet and other
- Total assets, start of year
- $74,943,018
- Total assets, end of year
- $85,761,675
- Total liabilities, end of year
- $88,034,847
- Net assets, end of year
- -$2,273,172
- Land, buildings and equipment
- $67,756,841
- Net assets without donor restrictions
- -$2,285,459
- Net assets with donor restrictions
- $12,287
- Gross receipts
- $25,089,503
- Employees
- 280
- Volunteers
- 32
- Year formed
- 1990
- State of legal domicile
- CT
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MICHAEL SMITH | PRESIDENT/CEO Officer | 40 | $407,558 | $69,952 |
| HEIDI GIL | CHIEF STRATEGY OFFICER Highest-paid employee | 40 | $220,231 | $25,862 |
| MALEY HUNT | COO/ADMINISTRATOR Highest-paid employee | 40 | $183,245 | $33,232 |
| ANNE MCCARTTY | VP HUMAN RESOURCES Highest-paid employee | 40 | $116,585 | $35,990 |
| RITA BERGSTRAND | DIRECTOR OF NURSING SERVICE Highest-paid employee | 40 | $133,081 | $16,738 |
| CARLTON DESCHAINE | LPN Highest-paid employee | 40 | $126,740 | $13,813 |
| MICHAEL LENKIEWICZ | BOARD PRESIDENT/TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| THOMAS HARTE | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| JULIE THOMPSON ROBINSON PHD | SECRETARY - UNTIL 05/25 Trustee or director, Officer | 1 | $0 | $0 |
| LISA FEKETE | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| SARA TINNESZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| WICK CHAMBERS | DIRECTOR - AS OF 5/25 Trustee or director | 1 | $0 | $0 |
| NANCY CREEL | DIRECTOR - UNTIL 12/24 Trustee or director | 1 | $0 | $0 |
990 for the year ended September 30, 2024: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MICHAEL SMITH | PRESIDENT/CEO Officer | 40 | $346,758 | $73,177 |
| HEIDI GIL | CHIEF STRATEGY OFFICER Highest-paid employee | 40 | $216,231 | $25,200 |
| MALEY HUNT | VP/COO RESIDENTIAL Highest-paid employee | 40 | $173,070 | $21,157 |
| ANNE MCCARTTY | VP HUMAN RESOURCES Highest-paid employee | 40 | $113,085 | $34,944 |
| RITA BERGSTRAND | DIRECTOR OF NURSING SERVICES Highest-paid employee | 40 | $124,250 | $7,077 |
| JENNIFER TERRAY | WELLBEING DIRECTOR Highest-paid employee | 40 | $123,585 | $6,624 |
| JULIE THOMPSON ROBINSON PHD | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| MICHAEL LENKIEWICZ | BOARD PRESIDENT/TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| SARA TINNESZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NANCY CREEL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| THOMAS HARTE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LISA FEKETE | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended September 30, 2023: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MICHAEL SMITH | PRESIDENT/CEO Officer | 40 | $380,400 | $58,260 |
| HEIDI GILL | CHIEF STRATEGY OFFICER Highest-paid employee | 40 | $209,969 | $15,273 |
| MALEY HUNT | VP/COO RESIDENTIAL Highest-paid employee | 40 | $164,807 | $24,813 |
| ANNE MCCARTY | VP OF HUMAN RESOURCES Highest-paid employee | 40 | $109,165 | $40,567 |
| JENNIFER TERRAY | DIRECTOR OF NURSING SERVICES Highest-paid employee | 40 | $123,430 | $13,056 |
| RITA BERGSTRAND | DIRECTOR OF NURSING SERVICES Highest-paid employee | 40 | $109,147 | $11,203 |
| JULIE THOMPSON ROBISON PHD | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| MICHAEL LENKIEWICZ | PRESIDENT/TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| ELIZABETH REESE | DIRECTOR (EXIT AS OF 5/30/23) Trustee or director | 1 | $0 | $0 |
| SARA TINNESZ | DIRECTOR Trustee or director | 1 | $0 | $0 |
| NANCY CREEL | DIRECTOR (AS OF 3/7/23) Trustee or director | 1 | $0 | $0 |
| THOMAS HARTE | DIRECTOR (AS OF 3/7/23) Trustee or director | 1 | $0 | $0 |
| LISA FEKETE | DIRECTOR (AS OF 3/7/23) Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1261 S MAIN ST, PLANTSVILLE, CT 06479-1750
- Principal officer (990 for 2024)
- MICHAEL SMITH, 1261 S MAIN STREET, PLANTSVILLE, CT 06479
- Signed the 990
- MICHAEL SMITH, PRESIDENT AND CEO
- Phone
- (860) 628-9000
- Website
- WWW.LIVEWELL.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
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.
Program accomplishments
- 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
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 22-3068632
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Hospital or medical research organization
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1990
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $85,761,675
- Income (IRS master file)
- $25,089,503
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $24,201,849 | $26,172,682 | $85,761,675 | XML |
| 990 | September 2024 | $15,178,139 | $20,667,346 | $74,943,018 | XML |
| 990 | September 2023 | $15,969,469 | $18,558,686 | $55,251,010 | XML |
| 990 | September 2022 | $20,693,185 | $19,263,233 | $28,866,757 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 22-3068632).
Questions about LIVEWELL ALLIANCE INC
- What is the EIN of LIVEWELL ALLIANCE INC?
- The employer identification number (EIN) of LIVEWELL ALLIANCE INC is 22-3068632.
- Is LIVEWELL ALLIANCE INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to LIVEWELL ALLIANCE INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does LIVEWELL ALLIANCE INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of LIVEWELL ALLIANCE INC due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LIVEWELL ALLIANCE INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of LIVEWELL ALLIANCE INC?
- The 990 for the year ended September 30, 2025 names MICHAEL SMITH.
- Who are the officers and directors of LIVEWELL ALLIANCE INC?
- The 990 for the year ended September 30, 2025 lists 13 people; 6 received compensation from the organization, the highest $407,558 (MICHAEL SMITH, PRESIDENT/CEO).
- How much revenue does LIVEWELL ALLIANCE INC have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $24,201,849, expenses of $26,172,682 and total assets of $85,761,675 at year end.
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