Beaverbrook Step INC FY2021 filing

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Beaverbrook Step, INC. Is a private, not-for-profit organization which provides community-based residential, day and support services to adults with developmental and intellectual disabilities in eastern massachusetts. The organization assists with the access, training and opportunities necessary to fully experience the benefits of community living. The organization strives to enhance the quality of life of individuals, while also fulfilling our responsibility to help our communities understand and appreciate the talents of all of its members.

Form 990 Part I, line 1, FY2021. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 04-2518911) · Dispute this line
501(c)(3) charity; gifts are tax-deductible.
93¢ of each $1 spent went to programs.
$512K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
The IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
The latest return is for FY2025, 1 tax year back.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $1.2M a year · 5% of revenue · last 6 filings
A surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
93%
of spending
93% of spending went to programs.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$512K
to officers and key staff · 2% of spending
Pay to officers and key staff is 2% of spending.
Part VII, Section A
3.8 mo
of spending, in cash
3.8 months of spending in cash.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $12K
2 funders name it on their filings.
Funders’ Sch. I, 990-PF
Liabilities
$6.5M
38% of total assets
Liabilities are 38% of assets.
Pt X · Ln 26
Independent board members
11
of 11 voting members
11 of 11 voting members are independent.
Pt VI · Ln 1a–1b
Revenue
$24.1M
+28% vs prior year
Spent
$20.7M
To programs
93%
Net assets
$10.6M
By yearFY2020–FY2025
Revenue
$24.1M
FY2021▲ +28%
Tap a bar for its year
Revenue by fiscal year
FY2020$18.7M
FY2021$24.1M
FY2022$23.5M
FY2023$24.6M
FY2024$25.3M
FY2025$30.1M
Expenses
$20.7M
FY2021▲ +11%
Tap a bar for its year
Expenses by fiscal year
FY2020$18.6M
FY2021$20.7M
FY2022$22.2M
FY2023$23.4M
FY2024$25.2M
FY2025$28.9M
Net assets
$10.6M
FY2021▲ +47%
Tap a bar for its year
Net assets by fiscal year
FY2020$7.2M
FY2021$10.6M
FY2022$11.9M
FY2023$13.2M
FY2024$13.3M
FY2025$14.5M

From the FY2021 Form 990 (year ending June 2021) · figures checked against the IRS filing · see the original

You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Feb 1974.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

93 cents of each dollar spent went to programs.

Program services 93% · $19.2M Management & general 7% · $1.4M

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

16 people listed on the 990; $512K paid to officers and key staff (Part VII, Section A).

Part VII, Section A · reportable compensation
Executive Director
$164,237Pt VII · Sec A
Director of Finance
$127,567Pt VII · Sec A
Senior Director
$112,542Pt VII · Sec A
Senior Director
$107,449Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A

Virginia a Connolly’s $164K as Executive Director is at the 26th percentile of top reported officer pay among 3122 $10–100M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Virginia a Connolly$163,629$153,876$161,807$156,034$164,237$152,926
John Sannella$151,489$140,617$133,000$59,567——
Jessica a Kirwan$131,568$117,266$120,313$109,843——
Michael Bent$131,458—————
Richard Currier$127,771$117,877$116,353$102,276$107,449—
Sunday Sserenkuma—$127,592————
Margaret Wilson————$127,567$112,326
Sunday Sserunkuma$125,897—————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Beaverbrook Step INC executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Supports adults with disabilities through community-based living, training, and opportunities.

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3 programs · $19.2M · in their own filed words · FY2020
01

Residential Services

Beaverbrook step supported over 100 individuals enabling training, education, skill building, medical and psychiatric treatment, recreation, relationship building and community integration in over 25 settings. Additionally, beaverbrook step ensured that individuals were able to participate in their communities as valued members.

Form 990 Part III, line 4, FY2020. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 04-2518911) · Dispute this line
$14.6Mprogram expense
02

Day Services

Beaverbrook step supported over 80 individuals in acquiring and maintaining employment, participating in recreational and cultural events in the community, volunteering at libraries and museums, building skills leading to enhanced day-time pursuits and creating opportunities for friendships and independence.

Form 990 Part III, line 4, FY2020. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 04-2518911) · Dispute this line
$2.4Mprogram expense
03

In-Home Supports

Beaverbrook step provided supports to over 35 individuals who live in various residential settings. These individuals required services of more than 7 HRS/WK but less than 24 HRS/DAY. Qualified-staff assisted individuals with community inclusion, financial management, benefit entitlements, self-advocacy, recreation, nutrition…

Form 990 Part III, line 4, FY2020. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 04-2518911) · Dispute this line
$2.3Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 2 funders$12K

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$24.1M
Ln 12
Fees for servicesLn 2g$20.9M
Gifts and grantsLn 1h$3.2M
Other incomeLn 4–11$4K
Money outPt IX
$20.7M
Ln 25
Programscol B$19.2M
Managementcol C$1.4M
Owns and owesPt X
$10.6M
net assets · Ln 32
Cash and savingsLn 1–2$6.5M
Total assetsLn 16$17.1M
LiabilitiesLn 26$6.5M
PeoplePt VI, VII
16
listed · VII A
PaidVII A4
Voting boardVI 1a11
IndependentVI 1b11
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$3.2M
Government grantsLn 1e$2.5M
Fees for servicesLn 2g$20.9M
Investment incomeLn 3$4K
Other incomeLn 4–11$4K
Total revenueLn 12$24.1M
Assets in detailPt X, end of year
CashLn 1$3.5M
SavingsLn 2$3.0M
Cash and savings togetherLn 1–2$6.5M
Accounts receivableLn 4$2.5M
Inventories for sale or useLn 8$62K
Prepaid expenses and deferred chargesLn 9$36K
Land, buildings, equipmentLn 10c$7.9M
Other assetsLn 15$143K
Total assetsLn 16$17.1M
LiabilitiesLn 26$6.5M
Net assetsLn 32$10.6M
OperationsPt I, VI
EmployeesI 5451
VolunteersI 618
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$5.4M$6.5M
Land, buildings, equipmentLn 10c$8.2M$7.9M
Total assetsLn 16$16.5M$17.1M
LiabilitiesLn 26$9.3M$6.5M
Net assetsLn 32$7.2M$10.6M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of officers and key staff (Part IX, line 5)Ln 5$345K$8K$337K
Other salaries and wagesLn 7$13.4M$13.0M$418K
Other employee benefitsLn 9$1.5M$1.4M$86K
Payroll taxesLn 10$1.0M$950K$58K
Legal feesLn 11b$8K$8K
Accounting feesLn 11c$34K$540$34K
Other fees for servicesLn 11g$262K$161K$101K
Advertising and promotionLn 12$24K$24K
Office expensesLn 13$58K$44K$15K
OccupancyLn 16$1.4M$1.2M$224K
TravelLn 17$37K$37K
InterestLn 20$281K$280K$831
Depreciation, depletion and amortizationLn 22$611K$584K$27K
InsuranceLn 23$99K$93K$6K
Other expenses (24a–d)Ln 24$1.5M$1.4M$80K
All other expensesLn 24e$129K$105K$24K
Total functional expensesLn 25$20.7M$19.2M$1.4M$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Apr 16, 2026 $30.1M$28.9M$1.2M$14.5M 990 PDF
FY2024Filed with the IRS May 14, 2025 $25.3M$25.2M$107K$13.3M 990 PDF
FY2023Filed with the IRS Mar 13, 2024 $24.6M$23.4M$1.3M$13.2M 990 PDF
FY2022Filed with the IRS May 12, 2023 $23.5M$22.2M$1.3M$11.9M 990 PDF
FY2021 ViewingFiled with the IRS May 16, 2022 $24.1M$20.7M$3.4M$10.6M 990 PDF
FY2020Filed with the IRS Feb 3, 2021 $18.7M$18.6M$91K$7.2M 990 PDF

Schedules filed Part IV

A · Public support I · Grants J · Pay O · Explanations
See the full FY2021 990
Part I · Summary $24,067,657 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $28,008$3,155,461
I-9 Program service revenuePrior year $18,681,513$20,904,097
I-10 Investment incomePrior year $10,920$3,794
I-11 Other revenuePrior year $10,034$4,305
I-12 Total revenuePrior year $18,730,475$24,067,657
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $14,908,621$16,213,546
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $3,730,469$4,439,305
I-18 Total expensesPrior year $18,639,090$20,652,851
I-19 Revenue less expensesPrior year $91,385$3,414,806
Part VI · Governance 11 of 11 board members independent, no flags
VI-1a Voting members of the governing body11
VI-1b Independent voting members11
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $24,067,657 across 7 lines filed
VIII-1e Government grants$2,520,952
VIII-1f All other contributions, gifts and grants$634,509
VIII-1h Total contributions, gifts and grants$3,155,461
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $20,904,097$20,904,097
VIII-3 Investment incomeExcluded from tax $3,794$3,794
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $4,305$4,305
VIII-12 Total revenueRelated to mission $20,908,402 · Unrelated business $0 · Excluded from tax $3,794$24,067,657
Part IX · Statement of functional expenses $20,652,851 across 16 lines filed
IX-5 Pay of officers and key staff (Part IX, line 5)Programs $7,681 · Management $337,119$344,800
IX-7 Other salaries and wagesPrograms $12,966,408 · Management $417,909$13,384,317
IX-9 Other employee benefitsPrograms $1,390,663 · Management $86,491$1,477,154
IX-10 Payroll taxesPrograms $949,673 · Management $57,602$1,007,275
IX-11b Legal feesManagement $8,450$8,450
IX-11c Accounting feesPrograms $540 · Management $33,760$34,300
IX-11g Other fees for servicesPrograms $161,341 · Management $101,065$262,406
IX-12 Advertising and promotionManagement $24,460$24,460
IX-13 Office expensesPrograms $43,793 · Management $14,587$58,380
IX-16 OccupancyPrograms $1,158,250 · Management $223,990$1,382,240
IX-17 TravelPrograms $36,968$36,968
IX-20 InterestPrograms $280,298 · Management $831$281,129
IX-22 Depreciation, depletion and amortizationPrograms $583,697 · Management $27,353$611,050
IX-23 InsurancePrograms $92,808 · Management $5,719$98,527
IX-24 Other expenses (24a–d)Programs $1,432,092 · Management $80,010$1,512,102
IX-24e All other expensesPrograms $105,003 · Management $24,290$129,293
IX-25 Total functional expensesPrograms $19,209,215 · Management $1,443,636 · Fundraising $0$20,652,851
Part X · Balance sheet $17,100,817 assets, 16 lines filed
X-1 Cash, non-interest-bearingStart of year $2,465,899$3,502,652
X-2 Savings and temporary cash investmentsStart of year $2,951,246$3,004,501
X-4 Accounts receivableStart of year $2,592,791$2,471,113
X-8 Inventories for sale or useStart of year $62,440$62,440
X-9 Prepaid expenses and deferred chargesStart of year $39,110$36,128
X-10c Land, buildings and equipment, netStart of year $8,217,874$7,881,194
X-15 Other assetsStart of year $173,636$142,789
X-16 Total assetsStart of year $16,502,996$17,100,817
X-17 Accounts payable and accrued expensesStart of year $1,478,447$1,472,325
X-23 Secured mortgages and notes payableStart of year $5,237,626$4,971,546
X-24 Unsecured notes and loans payableStart of year $2,517,610$0
X-25 Other liabilitiesStart of year $68,776$41,603
X-26 Total liabilitiesStart of year $9,302,459$6,485,474
X-27 Net assets without donor restrictionsStart of year $7,200,537$10,615,343
X-32 Total net assets or fund balancesStart of year $7,200,537$10,615,343
X-33 Total liabilities and net assetsStart of year $16,502,996$17,100,817
Part XI · Reconciliation of net assets $10,615,343 net assets at year end
XI-1 Total revenue$24,067,657
XI-2 Total expenses$20,652,851
XI-3 Revenue less expenses$3,414,806
XI-4 Net assets at start of year$7,200,537
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$10,615,343

Form 990 e-file FY2021 from the IRS (about our sources) · Classification, formation year and address from the IRS Business Master File

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