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Beloit Assisted Living INC FY2020 filing

Tax-deductible

Beloit, WI501(c)(3)Housing EIN 39-2021602Revenue $166K in FY2020

On file with the IRS20 Eclipse Ctr, 53511-3550 · Beloit, WITax-exempt since Jun 2002Supporting organization — 509(a)(3)

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The benevolent purpose of Beloit Assisted Living, INC. Is to provide elderly persons & handicapped persons with housing facilities & services specially designed to meet their physical, social & psychological needs & to promote their health, security, happiness, & usefulness in longer Living.

501(c)(3) charity; gifts are tax-deductible.
81¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
0 of 5
filings with a surplus
Average deficit $48K a year · 24% of revenue · last 5 filings
Concern: a surplus in 0 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
81%
of spending
Looks good: 81% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
2 mo
of spending, in cash
Fine: 2.2 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$26K
2% of total assets
Looks good: liabilities are 2% of assets; 50% or less.
Pt X · Ln 26
Independent board members
3
of 3 voting members
Looks good: 3 of 3 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$166K
Spent
$238K
To programs
81%
Net assets
$1.4M
By yearFY2020–FY2024
Revenue
$166K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$166K
FY2021$190K
FY2022$201K
FY2023$213K
FY2024$233K
Expenses
$238K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$238K
FY2021$242K
FY2022$235K
FY2023$270K
FY2024$260K
Net assets
$1.4M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$1.4M
FY2021$1.3M
FY2022$1.3M
FY2023$1.3M
FY2024$1.2M

From the FY2020 Form 990 · see the original

990 PDF Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jun 2002.

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

Where the money goes

81 cents of each dollar spent went to programs.

Program services 81% · $192K Management & general 19% · $46K

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

8 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
Debbie Sheldon
Secretary/Treasurer
$0Pt VII · Sec A
Lynn Jones
Vice President
$0Pt VII · Sec A
$0Pt VII · Sec A
Julie Lewis
Chair (thru Mid Dec)
$0Pt VII · Sec A
Erin Davis
Vice-Chair
$0Pt VII · Sec A
Brenda Pinson
Secretary
$0Pt VII · Sec A
Jeremy Zajac
Secretary (thru Mid Dec)
$0Pt VII · Sec A
See Beloit Assisted Living INC executive salaries →

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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 15aNo

Programs and updates

Provides housing and services for elderly and handicapped individuals to promote their well-being.

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Provided by the organization

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1 program · $192K · in their own filed words · FY2020
01

Housing and Housing Rehabilitation

Beloit assisted living, inc. (bali) provides housing needs to the elderly. Bali currently owns and operates a 30-UNIT housing project located in beloit, wisconsin.

$192Kprogram expense

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$166K
Ln 12
Fees for servicesLn 2g$164K
Other incomeLn 4–11$1K
Investment incomeLn 3$54
Money outPt IX
$238K
Ln 25
Programscol B$192K
Managementcol C$46K
Owns and owesPt X
$1.4M
net assets · Ln 32
Cash and savingsLn 1–2$43K
Total assetsLn 16$1.4M
LiabilitiesLn 26$26K
PeoplePt VI, VII
8
listed · VII A
PaidVII A0
Voting boardVI 1a3
IndependentVI 1b3
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$164K
Investment incomeLn 3$54
Other incomeLn 4–11$1K
Total revenueLn 12$166K
Assets in detailPt X, end of year
CashLn 1$538
SavingsLn 2$42K
Cash and savings togetherLn 1–2$43K
Land, buildings, equipmentLn 10c$1.4M
Total assetsLn 16$1.4M
LiabilitiesLn 26$26K
Net assetsLn 32$1.4M
OperationsPt I, VI
EmployeesI 50
VolunteersI 620
Fiscal year endsHeaderDecember
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 FY20End FY20
Cash and savingsLn 1–2$116K$43K
Land, buildings, equipmentLn 10c$1.4M$1.4M
Total assetsLn 16$1.5M$1.4M
LiabilitiesLn 26$26K$26K
Net assetsLn 32$1.5M$1.4M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Management feesLn 11a$18K$18K
Accounting feesLn 11c$8K$8K
Other fees for servicesLn 11g$20K$7K$13K
Advertising and promotionLn 12$667$667
Office expensesLn 13$27K$20K$7K
OccupancyLn 16$108K$108K
Depreciation, depletion and amortizationLn 22$57K$57K
All other expensesLn 24e$462$462
Total functional expensesLn 25$238K$192K$46K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $233K$260K−$26K$1.2M 990 PDF
FY2023 $213K$270K−$58K$1.3M 990 PDF
FY2022 $201K$235K−$34K$1.3M 990 PDF
FY2021 $190K$242K−$52K$1.3M 990 PDF
FY2020 Viewing $166K$238K−$72K$1.4M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $165,682 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $153,820$164,387
I-10 Investment incomePrior year $574$54
I-11 Other revenuePrior year $2,583$1,241
I-12 Total revenuePrior year $156,977$165,682
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 $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $198,643$238,076
I-18 Total expensesPrior year $198,643$238,076
I-19 Revenue less expensesPrior year −$41,666−$72,394
Part VI · Governance 3 of 3 board members independent, 1 to look at
VI-1a Voting members of the governing body3
VI-1b Independent voting members3
VI-15a Process for setting top official's payNo
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
Part VIII · Statement of revenue $165,682 across 4 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $164,387$164,387
VIII-3 Investment incomeExcluded from tax $54$54
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $1,241$1,241
VIII-12 Total revenueRelated to mission $164,387 · Unrelated business $0 · Excluded from tax $1,295$165,682
Part IX · Statement of functional expenses $238,076 across 8 lines filed
IX-11a Management feesManagement $17,782$17,782
IX-11c Accounting feesManagement $7,500$7,500
IX-11g Other fees for servicesPrograms $7,419 · Management $12,761$20,180
IX-12 Advertising and promotionManagement $667$667
IX-13 Office expensesPrograms $19,561 · Management $6,952$26,513
IX-16 OccupancyPrograms $107,797$107,797
IX-22 Depreciation, depletion and amortizationPrograms $57,175$57,175
IX-24e All other expensesManagement $462$462
IX-25 Total functional expensesPrograms $191,952 · Management $46,124 · Fundraising $0$238,076
Part X · Balance sheet $1,427,352 assets, 14 lines filed
X-1 Cash, non-interest-bearingStart of year $9,549$538
X-2 Savings and temporary cash investmentsStart of year $106,512$42,482
X-3 Pledges and grants receivableStart of year $0$12,905
X-4 Accounts receivableStart of year $294$1,236
X-9 Prepaid expenses and deferred chargesStart of year $821$2,804
X-10c Land, buildings and equipment, netStart of year $1,382,289$1,367,387
X-16 Total assetsStart of year $1,499,465$1,427,352
X-17 Accounts payable and accrued expensesStart of year $15,383$15,359
X-19 Deferred revenueStart of year $2,416$2,428
X-25 Other liabilitiesStart of year $8,043$8,336
X-26 Total liabilitiesStart of year $25,842$26,123
X-27 Net assets without donor restrictionsStart of year $1,473,623$1,401,229
X-32 Total net assets or fund balancesStart of year $1,473,623$1,401,229
X-33 Total liabilities and net assetsStart of year $1,499,465$1,427,352
Part XI · Reconciliation of net assets $1,401,229 net assets at year end
XI-1 Total revenue$165,682
XI-2 Total expenses$238,076
XI-3 Revenue less expenses−$72,394
XI-4 Net assets at start of year$1,473,623
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$1,401,229

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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