Totals
- Total revenue
- $201,168
- Total expenses
- $234,988
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $199,950
- Investment income
- $242
- Other revenue
- $976
- Total assets, end of year
- $1,350,467
- Total liabilities, end of year
- $35,117
- Net assets or fund balances, end of year
- $1,315,350
- Program services expenses (Part IX)
- $170,516
- Management and general expenses
- $64,472
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $170,516
Program services were 72.6% 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.
-
2a · Program service revenue: RENTAL REVENUE
total $199,950 · related or exempt $199,950
-
3 · Investment income
total $242 · excluded $242
-
11a · Other revenue: LAUNDRY & VENDING REVENUE
total $976 · excluded $976
-
11e · Other revenue, total
$976
Functional expenses
Part IX, the statement of functional expenses.
-
11a · Fees: management
total $19,445 · management and general $19,445
-
11c · Fees: accounting
total $6,900 · management and general $6,900
-
11g · Fees: other
total $38,874 · program services $8,783 · management and general $30,091
-
13 · Office expenses
total $13,912 · program services $5,891 · management and general $8,021
-
16 · Occupancy
total $39,600 · program services $39,600
-
20 · Interest
total $15 · management and general $15
-
22 · Depreciation, depletion and amortization
total $61,856 · program services $61,856
-
23 · Insurance
total $6,996 · program services $6,996
-
24a · Other expenses: REPAIRS & MAINTENANCE
total $47,390 · program services $47,390
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $50 · end of year $0
-
2 · Savings and temporary cash investments
beginning of year $27,098 · end of year $27,851
-
3 · Pledges and grants receivable
beginning of year $14,523 · end of year $32,263
-
4 · Accounts receivable
beginning of year $780 · end of year $3,437
-
9 · Prepaid expenses and deferred charges
beginning of year $1,450 · end of year $1,446
-
10a · Land, buildings and equipment: cost or other basis
$2,293,002
-
10b · Land, buildings and equipment: accumulated depreciation
$1,035,854
-
10c · Land, buildings and equipment, net
beginning of year $1,309,499 · end of year $1,257,148
-
15 · Other assets
beginning of year $22,092 · end of year $28,322
-
17 · Accounts payable and accrued expenses
beginning of year $14,615 · end of year $22,582
-
19 · Deferred revenue
beginning of year $2,306 · end of year $3,819
-
25 · Other liabilities
beginning of year $9,401 · end of year $8,716
-
27 · Net assets without donor restrictions
beginning of year $1,349,170 · end of year $1,315,350
Mission and programs · 2022
Mission
THE BENEVOLENT PURPOSE OF BELOIT ASSISTED LIVING, INC. IS TO PROVIDE ELDERLY PERSONS (AGE 62 AND OVER) AND HANDICAPPED PERSONS WITH HOUSING FACILITIES AND SERVICES SPECIALLY DESIGNED TO MEET THEIR PHYSICAL, SOCIAL AND PSYCHOLOGICAL NEEDS AND TO PROMOTE THEIR HEALTH, SECURITY, HAPPINESS, AND USEFULNESS IN LONGER LIVING.
Activities or mission (Part I)
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.
-
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.
Expenses $170,516 · Revenue $199,950
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
J MARCELLUS PERRY
PRESIDENT
- Total calculated
- $130,989
- From this org
- $0
- From related orgs
- $121,165
- Other
- $9,824
- Hours/week
- 1 + 40 related
-
DEBBIE SHELDON
SECRETARY/TREASURER
- Total calculated
- $94,252
- From this org
- $0
- From related orgs
- $80,824
- Other
- $13,428
- Hours/week
- 1 + 40 related
-
LAURA LAUX
VICE PRESIDENT
- Total calculated
- $93,621
- From this org
- $0
- From related orgs
- $93,621
- Other
- $0
- Hours/week
- 1 + 40 related
-
ERIN DAVIS
CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
AMANDA SOOKRAJ
CHAIR THROUGH 7/1/2022
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
JEN O'CONNELL
VICE-CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
RENEE JOHNSON
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
ALAN KUPSIK
SECOND VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
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.
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.
-
COMMUNITY ACTION INC OF ROCK & WALWORTH COUNTIES
501(C)(3) · TO FIGHT POVERTY · WI
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 1 June 2023
- IRS schema version
- 2022v5.0
- Source object
- 202321999349300017
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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