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BETHANY HOME FOUNDATION INC: Form 990, tax year 2020

View the entire original 990 at ProPublica ↗

Organization
BETHANY HOME FOUNDATION INC (EIN 22-2575208)
Tax period
2020-01-01 to 2020-12-31
Filed
2021-11-13
IRS object ID
202123179349301722
Schema version
2020v4.1
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

FieldValueIRS element (for citing)
Return2021-11-13T12:05:18-06:00ReturnTs
Tax Period End2020-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN410746749PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1TWO INTERNATIONAL PLACE 22ND FLOORAddressLine1Txt
CityBOSTONCityNm
State AbbreviationMAStateAbbreviationCd
ZIP02110ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2020-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN222575208EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BETHANY HOME FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBETHBusinessNameControlTxt
Phone4018312870PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1111 SOUTH ANGELL STREETAddressLine1Txt
CityPROVIDENCECityNm
State AbbreviationRIStateAbbreviationCd
ZIP02906ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonSTEPHANIE IGOEPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone4018312870PhoneNum
Signature2021-11-10SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstSTEPHANIEPersonFirstNm
Person LastIGOEPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonLAURA J KENNEYPreparerPersonNm
PTINP00202198PTIN
Phone6177170831PhoneNum
Preparation2021-11-04PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2020TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerSTEPHANIE IGOEPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1111 SOUTH ANGELL STREETAddressLine1Txt
CityPROVIDENCECityNm
State AbbreviationRIStateAbbreviationCd
ZIP02906ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$535,274GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1985FormationYr
Legal Domicile StateRILegalDomicileStateCd
Activity Or MissionTO 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.ActivityOrMissionDesc
Voting Members Governing Body11VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers11TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$563,322PYProgramServiceRevenueAmt
CY Program Service Revenue$529,752CYProgramServiceRevenueAmt
PY Investment Income$6,072PYInvestmentIncomeAmt
CY Investment Income$5,522CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$569,394PYTotalRevenueAmt
CY Total Revenue$535,274CYTotalRevenueAmt
PY Grants And Similar Paid$82,324PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$46,715CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$133,330PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$134,549CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$409,027PYOtherExpensesAmt
CY Other Expenses$340,065CYOtherExpensesAmt
PY Total Expenses$624,681PYTotalExpensesAmt
CY Total Expenses$521,329CYTotalExpensesAmt
PY Revenues Less Expenses-$55,287PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$13,945CYRevenuesLessExpensesAmt
Total Assets BOY$321,531TotalAssetsBOYAmt
Total Assets EOY$344,146TotalAssetsEOYAmt
Total Liabilities BOY$85,558TotalLiabilitiesBOYAmt
Total Liabilities EOY$95,177TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$235,973NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$248,969NetAssetsOrFundBalancesEOYAmt
MissionTO 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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$337,290ExpenseAmt
Grant$46,715GrantAmt
Revenue$529,752RevenueAmt
DescBETHANY 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.Desc
Total Program Service Expenses$337,290TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members11GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1STEPHANIE IGOEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4018312870PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1111 SOUTH ANGELL STREETAddressLine1Txt
CityPROVIDENCECityNm
State AbbreviationRIStateAbbreviationCd
ZIP02906ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
MARK CHAFEE
TREASURER0.500.50Yes (X)Yes (X)$0$0$0
W PARISH LENTZ
CHAIRMAN OF BOARD0.500.50Yes (X)Yes (X)$0$0$0
STEPHANIE BASILE
BOARD MEMBER0.500.50Yes (X)$0$0$0
DONALD BLOUGH
BOARD MEMBER0.500.50Yes (X)$0$0$0
CAROLINE CORNWELL
BOARD MEMBER0.500.50Yes (X)$0$0$0
DONALD GARDNER
BOARD MEMBER (UNTIL 12/31/2020)0.500.50Yes (X)$0$0$0
LUCILLE JOHNSON
BOARD MEMBER (UNTIL 10/2020)0.500.50Yes (X)$0$0$0
KEVIN LENIHAN
BOARD MEMBER0.500.50Yes (X)$0$0$0
ANN-MARIE MCGEE
BOARD MEMBER (UNTIL 6/30/2020)0.500.50Yes (X)$0$0$0
RICHARD C SULLIVAN
BOARD MEMBER0.500.50Yes (X)$0$0$0
ALAN LAWSON
BOARD MEMBER0.500.50Yes (X)$0$0$0
HELAINE SCHUPACK
BOARD MEMBER0.500.50Yes (X)$0$0$0
JOHN PALMIERI
BOARD MEMBER0.500.50Yes (X)$0$0$0
ELIZABETH SARRO
ADMINISTRATOR4.0036.00Yes (X)$14,633$151,160$13,492
FieldValueIRS element (for citing)
Total Reportable Comp From Org$14,633TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$151,160TotReportableCompRltdOrgAmt
Total Other Compensation$13,492TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
COMMON FEES532000$480,238$480,238
APPRECIATION INCOME ON531390$46,714$46,714
PARKING FEES531390$2,800$2,800
FieldValueIRS element (for citing)
Total Program Service Revenue$529,752TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$5,522TotalRevenueColumnAmt
Exclusion$5,522ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$535,274TotalRevenueColumnAmt
Related Or Exempt Func Income$529,752RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$5,522ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$46,715TotalAmt
Program Services$46,715ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$15,875TotalAmt
Management And General$15,875ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$87,123TotalAmt
Management And General$87,123ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$4,235TotalAmt
Management And General$4,235ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$15,570TotalAmt
Management And General$15,570ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$11,746TotalAmt
Management And General$11,746ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$32,935TotalAmt
Management And General$32,935ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$5,453TotalAmt
Management And General$5,453ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$240TotalAmt
Management And General$240ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$5,644TotalAmt
Management And General$5,644ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$205,853TotalAmt
Program Services$205,853ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$34,915TotalAmt
Program Services$30,955ProgramServicesAmt
Management And General$3,960ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
CAPITAL PURCHASES$53,767$53,767
PAYROLL PROCESSING$960$960
MISCELLANEOUS EXPENSE$298$298

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$521,329TotalAmt
Program Services$337,290ProgramServicesAmt
Management And General$184,039ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$80,096BOYAmt
EOY$71,283EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$100BOYAmt
EOY$23,092EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$7,210BOYAmt
EOY$15,230EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$234,125BOYAmt
EOY$234,541EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$321,531BOYAmt
EOY$344,146EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$11,596BOYAmt
EOY$32,787EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$73,962BOYAmt
EOY$62,390EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$85,558BOYAmt
EOY$95,177EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$235,973BOYAmt
EOY$248,969EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$235,973BOYAmt
EOY$248,969EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$321,531BOYAmt
EOY$344,146EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$13,945ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$949NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewYes (1)AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
FS Audited0FSAuditedInd
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Supporting Organization509a3Yes (X)SupportingOrganization509a3Ind
Supporting Org Type2Yes (X)SupportingOrgType2Ind
Supported Organizations1SupportedOrganizationsCnt

Supported Org Information SupportedOrgInformationGrp

Supported Organization Name SupportedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1BETHANY HOME OF RHODE ISLANDBusinessNameLine1Txt
FieldValueIRS element (for citing)
EIN050258941EIN
Organization Type10OrganizationTypeCd
Governing Document ListedYes (1)GoverningDocumentListedInd
Support$46,715SupportAmt
Other Support$0OtherSupportAmt
FieldValueIRS element (for citing)
Supported Organizations Total1SupportedOrganizationsTotalCnt
Support Sum$46,715SupportSumAmt
Other Support Sum$0OtherSupportSumAmt

Form990 Sch A Supporting Org Form990SchASupportingOrgGrp

FieldValueIRS element (for citing)
Listed By Name Governing DocYes (1)ListedByNameGoverningDocInd
Suprt Org No IRS Determination0SuprtOrgNoIRSDeterminationInd
Supported Org Section C4560SupportedOrgSectionC456Ind
Supported Org Not Organized US0SupportedOrgNotOrganizedUSInd
Organization Change Suprt Org0OrganizationChangeSuprtOrgInd
Support Non Supported Org0SupportNonSupportedOrgInd
Payment Substantial Contribtr0PaymentSubstantialContribtrInd
Loan Disqualified Person0LoanDisqualifiedPersonInd
Controlled Disqualified Prsn0ControlledDisqualifiedPrsnInd
Disqualified Prsn Controll Int0DisqualifiedPrsnControllIntInd
Disqualified Prsn Ownr Int0DisqualifiedPrsnOwnrIntInd
Excess Business Holdings RulesYes (1)ExcessBusinessHoldingsRulesInd
Excess Business Holdings0ExcessBusinessHoldingsInd
Contribution Controller0ContributionControllerInd
Contribution Family0ContributionFamilyInd
Contribution35 Controlled0Contribution35ControlledInd
FieldValueIRS element (for citing)
Majority Dir Trst Supported OrgYes (1)MajorityDirTrstSupportedOrgInd

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART I, LINE 12G, COLUMN VIFormAndLineReferenceDesc
ExplanationBETHANY HOME OF RHODE ISLAND PROVIDES MANAGEMENT SERVICES TO BETHANY HOME FOUNDATION, INCLUDING ADMINISTRATIVE, MAINTENANCE, AND SECURITY SERVICES.ExplanationTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$234,125BeginningYearBalanceAmt
Contributions$58,080ContributionsAmt
Investment Earnings Or Losses$1,372InvestmentEarningsOrLossesAmt
Other Expenditures$59,036OtherExpendituresAmt
End Year Balance$234,541EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$232,252BeginningYearBalanceAmt
Contributions$69,420ContributionsAmt
Investment Earnings Or Losses$11,372InvestmentEarningsOrLossesAmt
Other Expenditures$78,919OtherExpendituresAmt
End Year Balance$234,125EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$210,661BeginningYearBalanceAmt
Contributions$84,080ContributionsAmt
Investment Earnings Or Losses-$454InvestmentEarningsOrLossesAmt
Other Expenditures$62,035OtherExpendituresAmt
End Year Balance$232,252EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$362,455BeginningYearBalanceAmt
Contributions$173,540ContributionsAmt
Investment Earnings Or Losses$14,165InvestmentEarningsOrLossesAmt
Other Expenditures$339,499OtherExpendituresAmt
End Year Balance$210,661EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$307,962BeginningYearBalanceAmt
Contributions$184,403ContributionsAmt
Investment Earnings Or Losses$24,724InvestmentEarningsOrLossesAmt
Other Expenditures$154,634OtherExpendituresAmt
End Year Balance$362,455EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY1.00000BoardDesignatedBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)

DescDescAmtAmt
MEMBERSHIP DEPOSITS$24,500
DUE TO AFFILIATE$37,890
FieldValueIRS element (for citing)
Total Liability$62,390TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1BETHANY HOME OF RI INCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1111 SOUTH ANGELL STREETAddressLine1Txt
CityPROVIDENCECityNm
State AbbreviationRIStateAbbreviationCd
ZIP02906ZIPCd
FieldValueIRS element (for citing)
Recipient EIN050258941RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$46,715CashGrantAmt
Purpose Of GrantTO PROVIDE FINANCIAL SUPPORT TO BETHANY HOME OF RI, INC.PurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART II, LINE 1(A):FormAndLineReferenceDesc
ExplanationTHE 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.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonELIZABETH SARROPersonNm
TitleADMINISTRATORTitleTxt
Base Compensation Filing Org$14,112BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$145,778CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$521BonusFilingOrganizationAmount
Bonus Related Organizations$5,382BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$610DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$6,022DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$632NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$6,228NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$15,875TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$163,410TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 3FormAndLineReferenceDesc
ExplanationTHE ADMINISTRATOR'S COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS. THE BOARD TAKES INTO ACCOUNT THE COMPENSATION PAID TO SIMILAR ADMINISTRATORS AT COMPARABLE NON-PROFITS IN THE AREA. ADDITIONALLY, THE BOARD CONSIDERS THE ADMINISTRATOR'S SUCCESS IN ACHIEVING THE ORGANIZATIONAL GOALS. THE DISCUSSIONS AND DECISIONS OF THE ADMINISTRATOR'S COMPENSATION ARE DOCUMENTED BY THE BOARD OF DIRECTORS DURING THE BOARD MEETING.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 11BTHE BOARD OF DIRECTORS REVIEWS THE FORM 990 PRIOR TO ITS FILING AND THE PRESIDENT/ADMINISTRATOR OF BETHANY FOUNDATION, INC. HAS THE AUTHORITY TO SIGN THE FORM 990.
FORM 990, PART VI, SECTION B, LINE 12CTHE 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.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST.
FORM 990, PART VII, SECTION A:ELIZABETH SARRO WAS THE ADMINISTRATOR OF BETHANY HOME FOUNDATION, INC. UNTIL JULY, 2021. SHE WAS ALSO THE PRESIDENT/ADMINISTRATOR OF BETHANY HOME OF RHODE ISLAND UNTIL JULY, 2021. HER TIME WAS SPLIT BETWEEN THE TWO ORGANIZATIONS. COMPENSATION AND BENEFITS WERE REIMBURSED BY BETHANY HOME FOUNDATION TO BETHANY HOME FOR THE TIME SPENT ON BETHANY HOME FOUNDATION.
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.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1BETHANY HOME OF RHODE ISLANDBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line1111 SOUTH ANGELL STREETAddressLine1Txt
CityPROVIDENCECityNm
State AbbreviationRIStateAbbreviationCd
ZIP02906ZIPCd
FieldValueIRS element (for citing)
EIN050258941EIN
Primary ActivitiesPROVISION OF LONG TERM CARE FOR THE ELDERLYPrimaryActivitiesTxt
Legal Domicile StateRILegalDomicileStateCd
Exempt Code Section501(C)(3)ExemptCodeSectionTxt
Public Charity StatusLINE 10PublicCharityStatusTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1BETHANY HOME FOUNDATION INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (1)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (1)LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (4 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
BETHANY HOME OF RHODE ISLAND INC
O$15,770CASH
BETHANY HOME OF RHODE ISLAND INC
P$15,770CASH
BETHANY HOME OF RHODE ISLAND INC
B$46,715CASH
BETHANY HOME OF RHODE ISLAND INC
E$37,890CASH