BEVERLY FARM FOUNDATION: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BEVERLY FARM FOUNDATION (EIN 37-0765971)
- Tax period
- 2023-07-01 to 2024-06-30
- Filed
- 2024-12-24
- IRS object ID
- 202413599349300401
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-12-24T08:33:14-06:00 | ReturnTs |
| Tax Period End | 2024-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 371206530 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SCHEFFEL BOYLE | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 322 STATE ST | AddressLine1Txt |
| City | ALTON | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 620026135 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 370765971 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEVERLY FARM FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BEVE | BusinessNameControlTxt |
| Phone | 6184660367 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6301 HUMBERT ROAD | AddressLine1Txt |
| City | GODFREY | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62035 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CRYSTAL OFFICER | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 6184660367 | PhoneNum |
| Signature | 2024-12-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | KATHLEEN FITZGERALD CPA | PreparerPersonNm |
| PTIN | P00009184 | PTIN |
| Phone | 6184654288 | PhoneNum |
| Preparation | 2024-12-18 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6301 HUMBERT ROAD | AddressLine1Txt |
| City | GODFREY | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $29,149,354 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| All Affiliates Included | Yes (1) | AllAffiliatesIncludedInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | BEVERLYFARM.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1957 | FormationYr |
| Legal Domicile State | IL | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE RESIDENTIAL AND TRAINING OPTIONS FOR PERSONS WITH DEVELOPMENTAL DISABILITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 536 | TotalEmployeeCnt |
| Total Volunteers | 125 | TotalVolunteersCnt |
| Total Gross UBI | $11,671 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,015,722 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,731,521 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $21,503,692 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $23,252,377 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,077,688 | PYInvestmentIncomeAmt |
| CY Investment Income | $2,292,172 | CYInvestmentIncomeAmt |
| PY Other Revenue | $314,236 | PYOtherRevenueAmt |
| CY Other Revenue | $873,284 | CYOtherRevenueAmt |
| PY Total Revenue | $24,911,338 | PYTotalRevenueAmt |
| CY Total Revenue | $29,149,354 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $14,831,603 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $16,331,221 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $566,628 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $13,313,735 | PYOtherExpensesAmt |
| CY Other Expenses | $13,901,758 | CYOtherExpensesAmt |
| PY Total Expenses | $28,145,338 | PYTotalExpensesAmt |
| CY Total Expenses | $30,232,979 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,234,000 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,083,625 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $35,299,388 | TotalAssetsBOYAmt |
| Total Assets EOY | $39,841,923 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,011,613 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $13,229,918 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $26,287,775 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $26,612,005 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE RESIDENTIAL AND TRAINING OPTIONS FOR PERSONS WITH DEVELOPMENTAL DISABILITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $21,647,760 | ExpenseAmt |
| Desc | MEDICAL AND EDUCATIONAL CARE OF APPROXIMATELY 400 DEVELOPMENTALLY AND PHYSICALLY DISABLED PERSONS | Desc |
| Total Program Service Expenses | $21,647,760 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | Yes (1) | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 26 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 536 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JARROD ECKARD | PersonNm |
| Phone | 6184660367 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6301 HUMBERT ROAD | AddressLine1Txt |
| City | GODFREY | CityNm |
| State Abbreviation | IL | StateAbbreviationCd |
| ZIP | 62035 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (13 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | OfficerOfficerInd |
|---|---|---|---|---|---|---|---|
| BRIAN ROSE | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| BIANCA JACKSON | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JIM PARDIKES | |||||||
| CHAIR/TREASURER | 10.00 | Yes (X) | $0 | $0 | $0 | ||
| BONNI BURNS SCHUETTE | |||||||
| DIRECTOR | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| NEVILLE BILIMORIA | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MOLLY MILLIS | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ALISON MOWERYEMILY FRIEND | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SHARON BYERS | |||||||
| VICE CHAIRMAN | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| CHARLENE SPICELAND | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK SOFTY | |||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TAYLOR JUSTICE | |||||||
| CHIEF DEVELOPMENT OFFICER | 50.00 | $140,415 | $0 | $0 | 9.00 | Yes (X) | |
| REBECCA MUMMA | |||||||
| CONTROLLER | 45.00 | $111,279 | $0 | $0 | 11.00 | Yes (X) | |
| CRYSTAL OFFICER | |||||||
| CHIEF EXECUTIVE OFFICER | 50.00 | $259,330 | $0 | $0 | 9.00 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $511,024 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CAREERSTAFF UNLIMITED LLC | |||||
| 6333 STATE HWY 161 | IRVING | TX | 75038 | RECRUITER/STAFFING | $1,358,347 |
| INTEGRITY NURSE STAFFING LLC | |||||
| 1324 TROY ROAD | EDWARDSVILLE | IL | 62035 | STAFFING | $652,362 |
| DUANE MORRIS LLP | |||||
| 190 S LASALLE ST | CHICAGO | IL | 60603 | LEGAL FEES | $532,390 |
| MEYER JENSON PC | |||||
| 2010 STATE ST | ALTON | IL | 62002 | LEGAL FEES | $500,000 |
| FAVORITE HEALTHCARE STAFFING | |||||
| 9800 METCALF AVE | OVERLAND PARK | KS | 66212 | STAFFING | $488,988 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $249,017 | GovernmentGrantsAmt |
| All Other Contributions | $2,482,504 | AllOtherContributionsAmt |
| Noncash Contributions | $15,456 | NoncashContributionsAmt |
| Total Contributions | $2,731,521 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TUITION AND FEES | Desc |
| Business | 611600 | BusinessCd |
| Total Revenue Column | $23,252,377 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $23,252,377 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $23,252,377 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,211,253 | TotalRevenueColumnAmt |
| Exclusion | $1,211,253 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,079,904 | SecuritiesAmt |
| Other | $1,015 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $0 | SecuritiesAmt |
| Other | $0 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,079,904 | SecuritiesAmt |
| Other | $1,015 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,080,919 | TotalRevenueColumnAmt |
| Exclusion | $1,080,919 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $608,101 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $608,101 | TotalRevenueColumnAmt |
| Exclusion | $608,101 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|---|---|
| COFFEE SHOP | 722515 | $153,995 | $153,995 | ||
| THRIFT SHOP SALES | 459510 | $48,302 | $36,631 | $11,671 | |
| INSURANCE CLAIMS | 623000 | $34,147 | $34,147 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $28,739 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,696 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $16,043 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $265,183 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $29,149,354 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $23,299,220 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $11,671 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,106,942 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $511,024 | TotalAmt |
| Program Services | $511,024 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,931,781 | TotalAmt |
| Program Services | $10,075,274 | ProgramServicesAmt |
| Management And General | $2,535,985 | ManagementAndGeneralAmt |
| Fundraising | $320,522 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,830,734 | TotalAmt |
| Program Services | $1,230,864 | ProgramServicesAmt |
| Management And General | $537,806 | ManagementAndGeneralAmt |
| Fundraising | $62,064 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,057,682 | TotalAmt |
| Program Services | $839,599 | ProgramServicesAmt |
| Management And General | $196,312 | ManagementAndGeneralAmt |
| Fundraising | $21,771 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $408,030 | TotalAmt |
| Management And General | $408,030 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $422,410 | TotalAmt |
| Management And General | $422,410 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $796,078 | TotalAmt |
| Program Services | $524,950 | ProgramServicesAmt |
| Management And General | $212,215 | ManagementAndGeneralAmt |
| Fundraising | $58,913 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $679,148 | TotalAmt |
| Program Services | $242,038 | ProgramServicesAmt |
| Management And General | $407,319 | ManagementAndGeneralAmt |
| Fundraising | $29,791 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $58,704 | TotalAmt |
| Program Services | $31,196 | ProgramServicesAmt |
| Management And General | $27,436 | ManagementAndGeneralAmt |
| Fundraising | $72 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $61,233 | TotalAmt |
| Program Services | $4,207 | ProgramServicesAmt |
| Management And General | $53,300 | ManagementAndGeneralAmt |
| Fundraising | $3,726 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $243,451 | TotalAmt |
| Program Services | $228,428 | ProgramServicesAmt |
| Management And General | $15,023 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $989,233 | TotalAmt |
| Program Services | $372,349 | ProgramServicesAmt |
| Management And General | $642,938 | ManagementAndGeneralAmt |
| Fundraising | -$26,054 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $748,941 | TotalAmt |
| Program Services | $709,138 | ProgramServicesAmt |
| Management And General | $28,565 | ManagementAndGeneralAmt |
| Fundraising | $11,238 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OUTSIDE PROF. SERVICES | $5,705,860 | $4,787,557 | $915,821 | $2,482 |
| FOOD & DIETARY SUPPLIES | $997,734 | $994,363 | $2,561 | $810 |
| ACCRUED LEGAL SETTLEMEN | $925,000 | $925,000 | ||
| CREDIT LOSS | $752,945 | $752,945 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,112,991 | TotalAmt |
| Program Services | $343,828 | ProgramServicesAmt |
| Management And General | $687,870 | ManagementAndGeneralAmt |
| Fundraising | $81,293 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,232,979 | TotalAmt |
| Program Services | $21,647,760 | ProgramServicesAmt |
| Management And General | $8,018,591 | ManagementAndGeneralAmt |
| Fundraising | $566,628 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,358,521 | BOYAmt |
| EOY | $3,844,827 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,427 | BOYAmt |
| EOY | $100,135 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,790,395 | BOYAmt |
| EOY | $4,833,012 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $112,382 | BOYAmt |
| EOY | $211,843 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $859,481 | BOYAmt |
| EOY | $285,969 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $33,476,616 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $27,507,909 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,497,964 | BOYAmt |
| EOY | $5,968,707 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,898,618 | BOYAmt |
| EOY | $2,592,825 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,707,600 | BOYAmt |
| EOY | $22,004,605 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,299,388 | BOYAmt |
| EOY | $39,841,923 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $819,315 | BOYAmt |
| EOY | $825,589 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $512,567 | BOYAmt |
| EOY | $450,721 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,325,963 | BOYAmt |
| EOY | $4,797,784 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,353,768 | BOYAmt |
| EOY | $7,155,824 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,011,613 | BOYAmt |
| EOY | $13,229,918 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,637,363 | BOYAmt |
| EOY | $4,287,587 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,650,412 | BOYAmt |
| EOY | $22,324,418 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,287,775 | BOYAmt |
| EOY | $26,612,005 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,299,388 | BOYAmt |
| EOY | $39,841,923 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$1,083,625 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $422,265 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $985,590 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consol And Sep Basis Fincl Stmt | Yes (X) | ConsolAndSepBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,188,643 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,800,585 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44,643,884 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,519,414 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,591,999 | CurrentTaxYearAmt |
| Total | $149,744,525 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $26,188,643 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $28,800,585 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $44,643,884 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,519,414 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $26,591,999 | CurrentTaxYearAmt |
| Total | $149,744,525 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $16,461,495 | SubstantialContributorsTotAmt |
| Public Support Total170 | $133,283,030 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $27,838 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $18,517 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $6,290 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,085,274 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,211,253 | CurrentTaxYearAmt |
| Total | $2,349,172 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $139,719 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $164,695 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $168,988 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $234,792 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $265,183 | CurrentTaxYearAmt |
| Total | $973,377 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $153,067,074 | TotalSupportAmt |
| Public Support CY170 | 0.87070 | PublicSupportCY170Pct |
| Public Support PY170 | 0.87390 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $12,262 | CurrentYearMinus3Amt |
| Current Year Minus2 | $7,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $3,012 | CurrentYearMinus1Amt |
| Current Year | $8,622 | CurrentYearAmt |
| Total | $30,896 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $6,095 | CurrentYearMinus3Amt |
| Current Year Minus2 | $7,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $3,012 | CurrentYearMinus1Amt |
| Current Year | $5,000 | CurrentYearAmt |
| Total | $21,107 | TotalAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I-A, LINE 1: | FormAndLineReferenceDesc |
| Explanation | BEVERLY FARM FOUNDATION PAYS DUES TO AN ASSOCIATION FOR NURSING HOMES AND AN ASSOCIATION FOR DEVELOPMENTALLY DISABLED AND REHABILITATION FACILITIES. A PORTION OF THESE DUES WERE FOR LOBBYING ACTIVITIES. | ExplanationTxt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Agent Trustee Etc | 0 | AgentTrusteeEtcInd |
| Incl Escrow Custodial Acct Liab | Yes (1) | InclEscrowCustodialAcctLiabInd |
| Explanation Provided | Yes (X) | ExplanationProvidedInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $20,571,303 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,139,366 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $985,590 | OtherExpendituresAmt |
| End Year Balance | $21,725,079 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $21,104,659 | BeginningYearBalanceAmt |
| Contributions | $554,581 | ContributionsAmt |
| Investment Earnings Or Losses | $1,631,988 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,719,925 | OtherExpendituresAmt |
| End Year Balance | $20,571,303 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,981,259 | BeginningYearBalanceAmt |
| Contributions | $7,784 | ContributionsAmt |
| Investment Earnings Or Losses | -$2,081,796 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $741,056 | OtherExpendituresAmt |
| Administrative Expenses | $61,532 | AdministrativeExpensesAmt |
| End Year Balance | $21,104,659 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,334,348 | BeginningYearBalanceAmt |
| Contributions | $2,604,649 | ContributionsAmt |
| Investment Earnings Or Losses | $4,032,132 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $833,652 | OtherExpendituresAmt |
| Administrative Expenses | $156,218 | AdministrativeExpensesAmt |
| End Year Balance | $23,981,259 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $18,695,438 | BeginningYearBalanceAmt |
| Contributions | $31,936 | ContributionsAmt |
| Investment Earnings Or Losses | $904,835 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,160,008 | OtherExpendituresAmt |
| Administrative Expenses | $137,853 | AdministrativeExpensesAmt |
| End Year Balance | $18,334,348 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.90000 | BoardDesignatedBalanceEOYPct |
| Term Endowment Balance EOY | 0.10000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $85,843 | OtherCostOrOtherBasisAmt |
| Book Value | $85,843 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $21,922,117 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,056,629 | DepreciationAmt |
| Book Value | $4,865,488 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,948,283 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,627,631 | DepreciationAmt |
| Book Value | $320,652 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $8,520,373 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,823,649 | DepreciationAmt |
| Book Value | $696,724 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,968,707 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (4 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESTMENT IN CILA | $1,204,987 | C |
| INVESTMENT HELD BY BOND TRUSTEE | $1,014,405 | C |
| OTHER INVESTMENT | $124,416 | C |
| GRANT RECEIVABLE | $249,017 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,592,825 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INT IN CHARITABLE TRUST HELD BY OTHERS | $21,594,106 |
| FINANCE LEASE NET OF AMORT | $410,499 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $22,004,605 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (5 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED LIABILITIES | $145,466 |
| ACCRUED PAYROLL | $1,490,621 |
| ACCRUED LEGAL SETTLEMENT | $925,000 |
| DUE TO RELATED ENTITIES | $4,196,875 |
| FINANCE LEASES PAYABLE | $397,862 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,155,824 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $29,571,619 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $422,265 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $422,265 | RevenueNotReportedAmt |
| Revenue Subtotal | $29,149,354 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $29,149,354 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $30,232,979 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $30,232,979 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $30,232,979 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART IV, LINE 2B: | RESIDENTS' SAVINGS ACCOUNTS AMOUNTED TO $450,721 AT 6/30/2024. THE ACCOUNTS ARE INCLUDED ON THE BALANCE SHEET AS AN ASSET WITH AN ASSOCIATED CUSTODIAL ACCOUNT LIABILITY TO OFFSET. |
| PART V, LINE 4: | BEVERLY FARM ENDOWMENT FUND INC (A RELATED ORG) HOLDS QUASI-ENDOWMENT FUNDS FOR THE SUPPORT (SPECIFICALLY LONG TERM PROJECTS) OF BEVERLY FARM FOUNDATION. |
| PART X, LINE 2: | ACCOUNTING STANDARDS CODIFICATION TOPIC 740 PRESCRIBES A RECOGNITION THRESHOLD AND MEASUREMENT ATTRIBUTE FOR THE FINANCIAL STATEMENT RECOGNITION AND MEASUREMENT OF A TAX POSITION TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. TOPIC 740 DEVELOPED A TWO-STEP PROCESS TO EVALUATE A TAX POSITION AND ALSO PROVIDES GUIDANCE ON DE-RECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES, ACCOUNTING IN INTERIM PERIODS, DISCLOSURE AND TRANSITION. THE ORGANIZATION HAS NOT RECORDED A RESERVE FOR ANY TAX POSITIONS FOR WHICH THE ULTIMATE DEDUCTIBILITY IS HIGHLY CERTAIN BUT FOR WHICH THERE IS UNCERTAINTY ABOUT THE TIMING OF SUCH DEDUCTIBILITY. THE ORGANIZATION FILES TAX RETURNS IN ALL APPROPRIATE JURISDICTIONS. THE OPEN TAX YEARS ARE THOSE YEARS ENDED JUNE 30, 2021 THROUGH JUNE 30, 2024. THE TAX RETURN FOR THE YEAR ENDED JUNE 30, 2024 HAS NOT BEEN FILED AS OF THE DATE OF THIS REPORT. AS OF JUNE 30, 2024 AND 2023, THE ORGANIZATION HAS NO RECORDED LIABILITY FOR UNRECOGNIZED TAX BENEFITS. THE ORGANIZATION RECOGNIZES INTEREST AND PENALTIES RELATED TO UNCERTAIN TAX POSITIONS AS INTEREST EXPENSE AND PENALTIES AS INCURRED. NO SUCH EXPENSE WAS RECOGNIZED FOR THE YEARS ENDED JUNE 30, 2024 AND 2023. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | CRYSTAL OFFICER | PersonNm |
| Title | CHIEF EXECUTIVE OFFICER | TitleTxt |
| Base Compensation Filing Org | $259,330 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $259,330 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (8 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| OTHER REVENUE: COFFEE SHOP, BAKERY, TACK SHOP | BEVERLY FARM STARTED A COFFEE SHOP IN 2008. THE COFFEE SHOP/BAKERY IS ON THE EMPLOYER PREMISES AND IS PRIMARILY FOR THE CONVENIENCE OF STAFF, CLIENTS AND VISITORS TO BEVERLY FARM. THE COFFEE SHOP IS ALSO AN OUTLET FOR THE BUSY BEE BAKERY ITEMS (MADE BY DISABLED CLIENTS OF BEVERLY FARM AS PART OF THEIR TRAINING THERAPY). GROSS RECEIPTS FOR THE SALE OF COFFEE AND BAKERY ITEMS FOR FYE 6/30/24 WERE $153,995. THE SALE OF BUSY BEE BAKERY ITEMS MADE BY THE CLIENTS OF BEVERLY FARM AS PART OF THEIR REHABILITATION THERAPY DOES NOT CONSTITUTE UNRELATED BUSINESS INCOME AND THE SALE OF COFFEE (FRUIT AND YOGURT)ON PREMISES FOR THE CONVENIENCE OF THE EMPLOYER DOES NOT CONSTITUTE UNRELATED BUSINESS INCOME. IN ADDITION, THE COFFEE SHOP IS A FAVORITE PLACE FOR BEVERLY FARM RESIDENTS WITH DISABILITIES TO MEET AND SOCIALIZE INDEPENDENTLY WITH THEIR FRIENDS AND FAMILY IN A SAFE ENVIRONMENT AND IN CLOSE PROXIMITY TO THEIR RESIDENCES. HORSE TACK SHOP WAS NEW IN FYE 6/30/20. THE INTENT WAS TO USE THIS SMALL TACK SHOP (LOCATED ON CAMPUS) AS A SOURCE OF TRAINING THERAPY FOR RESIDENTS INVOLVED IN THE EQUESTRIAN THERAPY PROGRAM BUT COVID MADE THAT DIFFICULT. TACK SHOP GROSS SALES FOR FYE 6/30/24 WERE $48,302. SHOP ALSO SERVES AS A DISPLAY FOR ART AND CRAFTS CREATED BY RESIDENTS. |
| FORM 990, PART VI, SECTION B, LINE 11B | LINE 11A EXPLANATION - FORM 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR, THE CHIEF FINANCIAL OFFICER AND THE BOARD OF DIRECTORS BEFORE IT IS FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE BOARD, OFFICERS AND KEY EMPLOYEES REPORT ANY POTENTIAL CONFLICTS OF INTEREST. THE BOARD AND OUTSIDE LEGAL COUNSEL MEET PERIODICALLY TO REVIEW THE POLICY AND RESOLVE ANY POTENTIAL CONFLICTS. |
| FORM 990, PART VI, SECTION B, LINE 15A | BYLAWS STATE THAT COMPENSATION OF EXEC DIRECTOR GETS REVIEWED BY THE BOARD. |
| FORM 990, PART VI, SECTION C, LINE 19 | TAX RETURNS AND FINANCIALS ARE AVAILABLE UPON REQUEST. SOME POLICIES AND FINANCIAL STATEMENTS ARE AVAILABLE ON BEVERLY FARM'S WEBSITE. POLICIES ARE ALSO AVAILABLE IN THE EMPLOYEE'S CODE OF CONDUCT MANUAL. |
| BUSINESS TRANSACTION INTERESTED PERSONS | NICHOLAS LYNN AND NEVILLE BILIMORIA ARE BOARD MEMBERS OF BEVERLY FARM FOUNDATION AND ALSO PARTNERS WITH DUANE MORRIS LLP LAW FIRM IN CHICAGO. THE LAW FIRM IS PAID FOR LEGAL SERVICES BY BEVERLY FARM FOUNDATION. MR LYNN AND MR BILIMORIA ARE NOT COMPENSATED AS BOARD MEMBERS. |
| FORM 990, PART XI, LINE 9: | TRANSFER OF PROPERTY ACQUISITIONS 985,590. |
| PART XII, LINE 2C | COMMITTEE FOR OVERSIGHT OF AUDIT: PROCESS HAS NOT CHANGED SINCE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| BEVERLY FARM ASSOCIATION | |||||||||
| 6301 HUMBERT ROAD | GODFREY | IL | 62035 | 371237369 | CARING FOR DISABLED | IL | 501(C)(3) | LINE 12A, I | 0 |
| BEVERLY FARM ENDOWMENT FUND | |||||||||
| 6301 HUMBERT ROAD | GODFREY | IL | 62035 | 371237368 | CARING FOR DISABLED | IL | 501(C)(3) | LINE 7 | 0 |
| BEVERLYFARM LIVING OPTIONS INC | |||||||||
| 6301 HUMBERT ROAD | GODFREY | IL | 62035 | 454247023 | CARING FOR DISABLED | IL | 501(C)(3) | LINE 7 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (7 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| BEVERLY FARM ASSOCIATION | ||
| M | $3,121 | ALLOCATION |
| BEVERLY FARM ASSOCIATION | ||
| N | $4,945 | ALLOCATION |
| BEVERLY FARM ASSOCIATION | ||
| L | $12,000 | ALLOCATION |
| BEVERLY FARM LIVING OPTIONS - INVESTMENT IN | ||
| B | $1,204,987 | FINANCIAL STMT |
| BEVERLY FARM ASSOCIATION | ||
| C | $789,391 | FINANCIAL STMT |
| BEVERLY FARM LIVING OPTIONS - INVESTMENT IN | ||
| C | $1,907,484 | FINANCIAL STMT |
| BEVERLY FARM ENDOWMENT FUND | ||
| C | $1,500,000 | FINANCIAL STMT |