2023-11-09T19:44:29-06:00 2022-12-31 410746749 CLIFTONLARSONALLEN LLP 4 BATTERYMARCH PARK SUITE 100 QUINCY MA 02169 990 2022-01-01 222575208 BETHANY HOME FOUNDATION INC BETH 4018312870 111 SOUTH ANGELL STREET PROVIDENCE RI 02906 STEPHANIE IGOE EXECUTIVE DIRECTOR 4018312870 2023-11-09 1 STEPHANIE IGOE XXX-XX-XXXX 1 DANIELLE NIHILL P01350943 6177170831 2023-11-08 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z STEPHANIE IGOE 111 SOUTH ANGELL STREET PROVIDENCE RI 02906 984812 0 X N/A X 1985 RI TO PROVIDE AN INDEPENDENT LIVING PROGRAM FOR THE ELDERLY AND TO SUPPORT BETHANY HOME OF RHODE ISLAND. 8 7 0 7 0 0 0 0 551902 980600 2206 4212 0 0 554108 984812 69463 486690 0 0 141128 211508 0 0 0 384846 307876 595437 1006074 -41329 -21262 308269 273112 91048 79710 217221 193402 TO PROVIDE AN INDEPENDENT LIVING PROGRAM FOR THE ELDERLY AND TO SUPPORT BETHANY HOME OF RI, AN EXEMPT ORGANIZATION DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. 0 0 831349 486690 980600 BETHANY HOME FOUNDATION MANAGES A 30-UNIT CONDOMINIUM RETIREMENT COMMUNITY HOME TO INDEPENDENT OLDER ADULTS IN SUPPORT OF BETHANY HOME OF RI, A 501(C)(3) NURSING FACILITY. 831349 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 8 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X STEPHANIE IGOE 4018312870 111 SOUTH ANGEL STREET PROVIDENCE RI 02906 MARK CHAFEE TREASURER 0.50 0.50 X X 0 0 0 CAROLINE CORNWELL CO-CHAIRMAN 0.50 0.50 X X 0 0 0 SR JANE MCGARRAHAN BOARD CHAIR 1.00 1.00 X X 0 0 0 HELAINE SCHUPACK CO-CHAIRMAN LEFT JUN2022 0.50 0.50 X X 0 0 0 STEPHANIE IGOE ADMINISTRATOR 4.00 36.00 X X 14492 130428 10119 JOE ILAQUA BOARD MEMBER 0.50 0.50 X 0 0 0 ANDREW SCHUPACK BOARD MEMBER A/O JUN2022 0.50 0.50 X 0 0 0 JUD SAVISKAS BOARD MEMBER 0.50 0.50 X 0 0 0 ALAN LAWSON BOARD MEMBER 0.50 0.50 X 0 0 0 DONALD DAVID BLOUGH BOARD MEMBER UNTIL 4/2022 0.50 0.50 X 0 0 0 STEPHANIE BASILE BOARD MEMBER UNTIL 5/2022 0.50 0.50 X 0 0 0 IRINA KRICHEVSKIY RN MDS/QI COORDINATOR 0.50 56.00 X 0 145169 10387 MICHAEL DESVEAUX DIRECTOR OF NURSING 0.50 40.00 X 0 114108 9550 14492 389705 30056 0 0 1 0 0 COMMON FEES 532000 492710 492710 APPRECIATION INCOME ON 531390 486690 486690 PARKING FEES 531390 1200 1200 980600 4212 4212 984812 980600 0 4212 486690 486690 15504 15504 162765 63037 99728 2628 920 1708 17696 6194 11502 12915 4520 8395 20624 20624 7912 7912 87 87 8215 8215 156369 156369 40917 40917 CAPITAL PURCHASES 72702 72702 MISCELLANEOUS EXPENSE 1050 1050 1006074 831349 174725 0 63498 41366 229 2668 16497 24295 225606 207222 308269 273112 28361 22122 4029 62687 53559 91048 79710 X 217221 193402 217221 193402 308269 273112 -21262 -2557 0 X X 1 X 0 1 0 X X 1 BETHANY HOME OF RHODE ISLAND 050258941 10 1 486690 0 1 486690 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 SCHEDULE A, PART I, LINE 12G, COLUMN VI BETHANY HOME OF RHODE ISLAND PROVIDES MANAGEMENT SERVICES TO BETHANY HOME FOUNDATION, INCLUDING ADMINISTRATIVE, MAINTENANCE, AND SECURITY SERVICES. 225606 53280 -2556 69108 207222 234541 56080 11396 76411 225606 234125 58080 1372 59036 234541 232252 69420 11372 78919 234125 210661 84080 -454 62035 232252 1.00000 0 0 0 MEMBERSHIP DEPOSITS 24500 DUE TO AFFILIATE 29059 53559 X PART V, LINE 4: THE FUNDS ARE SET ASIDE FOR THE SUPPORT OF THE GENERAL OPERATIONS OF BETHANY HOME FOUNDATION. PART X, LINE 2: NO PROVISION FOR FEDERAL AND STATE INCOME TAXES HAS BEEN REFLECTED IN THE ACCOMPANYING FINANCIAL STATEMENTS SINCE THE FOUNDATION QUALIFIES AS A TAX-EXEMPT ORGANIZATION AS PROVIDED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE INTERNAL REVENUE SERVICE (IRS) HAS CLASSIFIED THE FOUNDATION AS A PUBLIC CHARITY. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FOUNDATION AND RECOGNIZE A TAX LIABILITY IF THE FOUNDATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE FOUNDATION RECOGNIZES INTEREST AND PENALTIES, IF APPLICABLE, AS A COMPONENT OF ADMINISTRATIVE AND GENERAL EXPENSES. 1 BETHANY HOME OF RI INC 111 SOUTH ANGELL STREET PROVIDENCE RI 02906 050258941 501(C)(3) 486690 0 TO PROVIDE FINANCIAL SUPPORT TO BETHANY HOME OF RI, INC. 1 PART II, LINE 1(A): THE ORGANIZATION MAKES GRANTS TO BETHANY HOME OF RHODE ISLAND, INC., A RELATED SECTION 501(C)(3) ORGANIZATION THAT IS ITS SUPPORTED ORGANIZATION. THE GRANT FUNDS ARE MONITORED SINCE THE SAME OFFICERS AND BOARD MEMBERS SERVE BOTH ORGANIZATIONS. X 0 0 0 0 0 0 0 0 0 IRINA KRICHEVSKIY RN MDS/QI COORDINATOR 0 145169 0 0 0 0 0 3484 0 6903 0 155556 0 0 STEPHANIE IGOE ADMINISTRATOR 14492 130428 0 0 0 0 322 2894 690 6213 15504 139535 0 0 FORM 990, PART V, LINE 2A: COMPENSATION AND RELATED EXPENSES ARE PAID BY BETHANY HOME OF RHODE ISLAND. BETHANY HOME FOUNDATION REIMBURSES BETHANY HOME OF RHODE ISLAND FOR THE EXPENSES. FORM 990, PART VI, SECTION B, LINE 11B A COMPLETE COPY WILL BE SENT TO EACH MEMBER OF THE BOARD TO REVIEW AND DISCUSS AT THE NEXT BOARD MEETING. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A WRITTEN CONFLICT OF INTEREST POLICY. THE POLICY IS MAINTAINED AND UPDATED WHEN NECESSARY BY THE ADMINISTRATOR. THE ADMINISTRATOR MONITORS ANY POSSIBLE CONFLICTS AT ALL TIME IN PARTICULAR IF THERE ARE ANY CHANGES IN BOARD MEMBERS OR KEY EMPLOYEES. SHOULD A CONFLICT ARISE, THE BOARD WILL CONVENE AND INVESTIGATE AS NEEDED. IF A VIOLATION OCCURS, THE BOARD WILL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C: THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS IS RESPONSIBLE FOR THE OVERSIGHT OF THE ANNUAL COMPILATION OF BETHANY HOME FOUNDATION'S FINANCIAL STATEMENTS. BETHANY HOME OF RHODE ISLAND 111 SOUTH ANGELL STREET PROVIDENCE RI 02906 050258941 PROVISION OF LONG TERM CARE FOR THE ELDERLY RI 501(C)(3) LINE 10 BETHANY HOME FOUNDATION INC 1 0 1 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 BETHANY HOME OF RHODE ISLAND INC B 486690 CASH