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Nonprofiteer
← BETHANY ASSISTED LIVING INC

Form 990 for tax year 2022

Filed by BETHANY ASSISTED LIVING INC.

Totals

Total revenue
$4,865,410
Total expenses
$3,776,067
Contributions and grants received
$1,818,318
Grants paid
$0
Program service revenue
$3,045,596
Investment income
$1,496
Other revenue
$0
Total assets, end of year
$14,574,171
Total liabilities, end of year
$4,846,369
Net assets or fund balances, end of year
$9,727,802
Program services expenses (Part IX)
$3,166,622
Management and general expenses
$609,445
Fundraising expenses
$0
Program service expenses (Part III)
$3,166,622

Program services were 83.9% 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.

  • 1d · Related organizations

    $1,318,721

  • 1e · Government grants (contributions)

    $487,097

  • 1f · All other contributions, gifts and grants

    $12,500

  • 2a · Program service revenue: PATIENT ROOM RENT

    total $1,965,729 · related or exempt $1,965,729

  • 2b · Program service revenue: COTTAGE RENT

    total $485,906 · related or exempt $485,906

  • 2c · Program service revenue: PRIVATE SITTERS

    total $317,007 · related or exempt $317,007

  • 2d · Program service revenue: COMMUNITY FEES

    total $144,875 · related or exempt $144,875

  • 2e · Program service revenue: LEVEL 1 CARE

    total $96,752 · related or exempt $96,752

  • 2f · All other program service revenue

    total $35,327 · related or exempt $35,327

  • 3 · Investment income

    total $1,496 · excluded $1,496

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $1,898,536 · program services $1,580,384 · management and general $318,152

  • 9 · Other employee benefits

    total $141,443 · program services $106,874 · management and general $34,569

  • 10 · Payroll taxes

    total $155,604 · program services $120,853 · management and general $34,751

  • 11c · Fees: accounting

    total $53,417 · management and general $53,417

  • 11g · Fees: other

    total $101,491 · program services $88,551 · management and general $12,940

  • 12 · Advertising and promotion

    total $21,966 · management and general $21,966

  • 13 · Office expenses

    total $1,843 · management and general $1,843

  • 16 · Occupancy

    total $139,192 · program services $139,192

  • 17 · Travel

    total $1,567 · management and general $1,567

  • 19 · Conferences, conventions and meetings

    total $2,499 · program services $2,091 · management and general $408

  • 20 · Interest

    total $53,809 · program services $53,809

  • 22 · Depreciation, depletion and amortization

    total $469,253 · program services $469,253

  • 23 · Insurance

    total $90,222 · program services $34,176 · management and general $56,046

  • 24a · Other expenses: RAW FOOD

    total $181,040 · program services $181,040

  • 24b · Other expenses: SUPPLIES

    total $179,276 · program services $179,276

  • 24c · Other expenses: MAINTENANCE AND REPAIRS

    total $175,610 · program services $149,106 · management and general $26,504

  • 24d · Other expenses: EDUCATION EXPENSE

    total $27,662 · program services $27,662

  • 24e · All other expenses

    total $81,637 · program services $34,355 · management and general $47,282

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $200,226 · end of year $152,731

  • 2 · Savings and temporary cash investments

    beginning of year $175,975 · end of year $357,290

  • 3 · Pledges and grants receivable

    end of year $97,087

  • 4 · Accounts receivable

    beginning of year $29,385

  • 9 · Prepaid expenses and deferred charges

    beginning of year $23,393 · end of year $17,848

  • 10a · Land, buildings and equipment: cost or other basis

    $16,695,499

  • 10b · Land, buildings and equipment: accumulated depreciation

    $2,750,693

  • 10c · Land, buildings and equipment, net

    beginning of year $11,023,439 · end of year $13,944,806

  • 14 · Intangible assets

    beginning of year $4,727 · end of year $4,409

  • 17 · Accounts payable and accrued expenses

    beginning of year $168,660 · end of year $136,544

  • 24 · Unsecured notes and loans payable

    beginning of year $593,481 · end of year $2,544,564

  • 25 · Other liabilities

    beginning of year $2,056,548 · end of year $2,165,261

  • 27 · Net assets without donor restrictions

    beginning of year $8,638,456 · end of year $9,727,799

Mission and programs · 2022

Mission

THE ORGANIZATION'S MISSION IS TO PROVIDE HOUSING, ASSISTED LIVING ACTIVITIES, PERSONAL CARE AND HEALTH RELATED SERVICES, 24 HOUR ASSISTANCE WITH ACTIVITIES OF DAILY LIVING AS REQUIRED AND NEEDED BY THE ELDERLY, IN A SAFE ENVIRONMENT.

  • THE ORGANIZATION IS ORGANIZED AND OPERATES TO PROMOTE THE WELFARE OF THE ELDERLY THROUGH THE PROVISION OF HOUSING, ASSISTANCE WITH DAILY LIVING ACTIVITIES AND OTHER RELATED SERVICES.

    Expenses $3,166,622 · Revenue $3,045,596

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Becky Livingston

    CEO

    Total calculated
    $181,673
    From this org
    $0
    From related orgs
    $166,086
    Other
    $15,587
    Hours/week
    36 + 18 related

    Schedule J breakdown matched by us

    Base
    not reported + $166,086 related
    Bonus
    not reported
    Other
    not reported
    Deferred
    not reported
    Nontaxable benefits
    not reported + $15,587 related
    Filer's total
    not reported + $181,673 related

  • Edwin Akins

    TRUSTEE

    Total calculated
    $2,000
    From this org
    $0
    From related orgs
    $2,000
    Other
    $0
    Hours/week
    3.5 + 1.5 related

  • Rufus L Akins

    TRUSTEE

    Total calculated
    $2,000
    From this org
    $0
    From related orgs
    $2,000
    Other
    $0
    Hours/week
    3.5 + 1.5 related

  • Sherri Dollar

    TRUSTEE

    Total calculated
    $2,000
    From this org
    $0
    From related orgs
    $2,000
    Other
    $0
    Hours/week
    3.5 + 1.5 related

  • Rose Mary Gee

    SECRETARY-TR

    Total calculated
    $2,000
    From this org
    $0
    From related orgs
    $2,000
    Other
    $0
    Hours/week
    4 + 2 related

  • Terry Manuel

    TRUSTEE

    Total calculated
    $2,000
    From this org
    $0
    From related orgs
    $2,000
    Other
    $0
    Hours/week
    3.5 + 1.5 related

  • Wade McElveen

    TRUSTEE

    Total calculated
    $2,000
    From this org
    $0
    From related orgs
    $2,000
    Other
    $0
    Hours/week
    3.5 + 1.5 related

  • Carolyn Phillips

    CHAIR

    Total calculated
    $2,000
    From this org
    $0
    From related orgs
    $2,000
    Other
    $0
    Hours/week
    4 + 2 related

  • Steven Rigdon

    VICE-CHAIR

    Total calculated
    $2,000
    From this org
    $0
    From related orgs
    $2,000
    Other
    $0
    Hours/week
    3.5 + 1.5 related

  • William Trapnell

    TRUSTEE

    Total calculated
    $2,000
    From this org
    $0
    From related orgs
    $2,000
    Other
    $0
    Hours/week
    3.5 + 1.5 related

  • R Lindsay Walker

    TRUSTEE

    Total calculated
    $0
    Hours/week
    3.5 + 1.5 related

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

None.

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
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

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.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

  • BETHANY HOME INC

    501C3 · SUPPORT · GA · controlled entity

    Directly controlled by BETHANY

  • BETHANY FOUNDATION INC

    501C3 · SUPPORT · GA · controlled entity

    Directly controlled by BETHANY BETHANY ASSISTED LIVING INC

Provenance

Return type
form_990
Tax year
2022
Filed
5 October 2023
IRS schema version
2022v5.0
Source object
202333129349303628

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