BETHANY HOME FOUNDATION INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- BETHANY HOME FOUNDATION INC (EIN 22-2575208)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-07-16
- IRS object ID
- 201221999349300337
- Schema version
- 2011v1.2
- 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) |
|---|---|---|
| Timestamp | 2012-07-16T13:30:45-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061470257 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SULLIVAN & COMPANY CPAS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 50 HOLDEN STREET | AddressLine1 |
| City | PROVIDENCE | City |
| State | RI | State |
| ZIP Code | 02908 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 222575208 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETHANY HOME FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BETH | NameControl |
| Phone | 4018312870 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 SOUTH ANGELL STREET | AddressLine1 |
| City | PROVIDENCE | City |
| State | RI | State |
| ZIP Code | 02906 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MICHELLE GEREZ | Name |
| Title | PRESIDENT | Title |
| Phone | 4018312870 | Phone |
| Date Signed | 2012-07-05 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | DONALD SULLIVAN | Name |
| PTIN | P00059830 | PTIN |
| Phone | 4012725600 | Phone |
| Self Employed | X | SelfEmployed |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MICHELLE GEREZ | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 SOUTH ANGELL ST | AddressLine1 |
| City | PROVIDENCE | City |
| State | RI | State |
| ZIP Code | 02906 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 806941 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1988 | YearFormation |
| State Legal Domicile | RI | StateLegalDomicile |
| Activity Or Mission Description | THE EXEMPT PURPOSE IS 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 IRS CODE. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 15 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 14 | NbrIndependentVotingMembers |
| Total Nbr Employees | 7 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 754867 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 780059 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 16869 | InvestmentIncomePriorYear |
| Investment Income Current Year | 26882 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 771736 | TotalRevenuePriorYear |
| Total Revenue Current Year | 806941 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 118393 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 123334 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 390690 | OtherExpensePriorYear |
| Other Expenses Current Year | 440696 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 509083 | TotalExpensesPriorYear |
| Total Expenses Current Year | 564030 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 262653 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 242911 | RevenuesLessExpensesCY |
| Total Assets BOY | 675073 | TotalAssetsBOY |
| Total Assets EOY | 873315 | TotalAssetsEOY |
| Total Liabilities BOY | 137704 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 133654 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 537369 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 739661 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE EXEMPT PURPOSE IS 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 IRS CODE. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 378298 | Expense |
| Revenue | 780059 | Revenue |
| Description | BETHANY HOME FOUNDATION INDEPENDENT LIVING PROGRAM PROVIDES INDEPENDENT LIVING FOR THE ELDERLY IN A 30 UNIT COMMUNITY. | Description |
| Total Program Service Expense | 378298 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 1 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 4 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 7 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 15 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 14 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETHANY HOME FOUNDATION INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 4018312870 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 SOUTH ANGELL STREET | AddressLine1 |
| City | PROVIDENCE | City |
| State | RI | State |
| ZIP Code | 02906 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (15 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| CAROLINE W KNOWLES | ||||||
| BOARD MEMBER/FIN COMMITEE | 1.00 | X | 0 | 0 | 0 | |
| JANE G PARKER | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| LYNN C HUNTER | ||||||
| VICE CHAIR | 1.00 | X | 0 | 0 | 0 | X |
| PRESTON A ATWOOD | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| ALEXANDER G LYLE | ||||||
| BOARD MEMBER/CHAIR, FIN. | 1.00 | X | 0 | 0 | 0 | |
| RITA WARNOCK | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| GAIL P PEET | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| W PARISH LENTZ ESQ | ||||||
| CHAIRMAN OF THE BOARD | 1.00 | X | 0 | 0 | 0 | X |
| DORIS DONOVAN | ||||||
| SECRETARY | 1.00 | X | 0 | 0 | 0 | X |
| STEPHEN GRIFFIN | ||||||
| TREASURER/FIN. COMMITTEE | 1.00 | X | 0 | 0 | 0 | X |
| HELAINE SCHUPACK | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| FERDINAND JONES | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| JEAN EDWARDS | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| STACY PATERNO | ||||||
| BOARD MEMBER | 1.00 | X | 0 | 0 | 0 | |
| MICHELLE GEREZ | ||||||
| PRESIDENT/ADMINISTRATOR | 4.00 | 11004 | 98415 | 3417 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 11004 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 98415 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 3417 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (4 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| COMMON FEES | 532000 | 458100 | 458100 |
| INCOME-UNIT TURNOVER | 531390 | 290359 | 290359 |
| MEMBERSHIP MATCH INCOM | 531390 | 27500 | 27500 |
| PARKING FEES | 531390 | 4100 | 4100 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 780059 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 26882 | TotalRevenueColumn |
| Exclusion | $26,882 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 806941 | TotalRevenueColumn |
| Related Or Exempt Function Income | 780059 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $26,882 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11346 | Total |
| Management And General | 11346 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 85627 | Total |
| Management And General | 85627 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 17695 | Total |
| Management And General | 17695 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8666 | Total |
| Management And General | 8666 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 47616 | Total |
| Management And General | 47616 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12009 | Total |
| Management And General | 12009 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 220803 | Total |
| Program Services | 220803 | ProgramServices |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1369 | Total |
| Program Services | 1369 | ProgramServices |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 33438 | Total |
| Program Services | 32994 | ProgramServices |
| Management And General | 444 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| CAPITAL PURCHASES | 94689 | 94689 | |
| DONATIONS | 28443 | 28443 | |
| MISCELLANEOUS EXPENSE | 2329 | 2329 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 564030 | Total |
| Program Services | 378298 | ProgramServices |
| Management And General | 185732 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 20293 | BOY |
| EOY | 12374 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40969 | BOY |
| EOY | 139646 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7236 | BOY |
| EOY | 8110 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 21990 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 21560 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1799 | BOY |
| EOY | 430 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 604776 | BOY |
| EOY | 712755 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 675073 | BOY |
| EOY | 873315 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24294 | BOY |
| EOY | 18342 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 113410 | BOY |
| EOY | 115312 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 137704 | BOY |
| EOY | 133654 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 537369 | BOY |
| EOY | 739661 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 537369 | BOY |
| EOY | 739661 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 675073 | BOY |
| EOY | 873315 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 242911 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | -40619 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 1 | AccountantCompileOrReview |
| FS Audited | 0 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | X | SupportingOrganization509a3 |
| Supporting Org509a3 Type2 | X | SupportingOrg509a3Type2 |
| Contrib By Controlling Individual | 0 | ContribByControllingIndividual |
| Contribution By Related Party | 0 | ContributionByRelatedParty |
| Contrib By35 Controlled Entity | 0 | ContribBy35ControlledEntity |
Supported Org Information SupportedOrgInformation
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETHANY HOME OF RHODE ISLAND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050258941 | EIN |
| Type Of Organization | 9 | TypeOfOrganization |
| Listed In Governing Doc | 1 | ListedInGoverningDoc |
| Supported Organization Notified | 1 | SupportedOrganizationNotified |
| Organized In US | 1 | OrganizedInUS |
| Amount | $15,443 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Number Of Supported Orgs | 1 | TotalNumberOfSupportedOrgs |
| Sum Of Amounts | 15443 | SumOfAmounts |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 604776 | BeginningOfYearBalance |
| Contributions | 368939 | Contributions |
| Investment Earnings Or Losses | -13737 | InvestmentEarningsOrLosses |
| Other Expenditures | 247223 | OtherExpenditures |
| End Of Year Balance | 712755 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 335192 | BeginningOfYearBalance |
| Contributions | 343647 | Contributions |
| Investment Earnings Or Losses | 15042 | InvestmentEarningsOrLosses |
| Other Expenditures | 89105 | OtherExpenditures |
| End Of Year Balance | 604776 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 429524 | BeginningOfYearBalance |
| Contributions | 67980 | Contributions |
| Investment Earnings Or Losses | -19049 | InvestmentEarningsOrLosses |
| Other Expenditures | 143263 | OtherExpenditures |
| End Of Year Balance | 335192 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 411727 | BeginningOfYearBalance |
| Contributions | 63980 | Contributions |
| Investment Earnings Or Losses | -13491 | InvestmentEarningsOrLosses |
| Other Expenditures | 32692 | OtherExpenditures |
| End Of Year Balance | 429524 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 1.00000 | BoardDesignatedEOYBalance |
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 5400 | OtherCostOrOtherBasis |
| Depreciation | 5400 | Depreciation |
| Book Value | 0 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 6500 | OtherCostOrOtherBasis |
| Depreciation | 6500 | Depreciation |
| Book Value | 0 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 10090 | OtherCostOrOtherBasis |
| Depreciation | 9660 | Depreciation |
| Book Value | 430 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 430 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities (3 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| MEMBERSHIP DEPOSITS | $98,000 |
| DUE TO AFFILIATE | $12,872 |
| DEFERRED FEES | $4,440 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 115312 | TotalOfAmounts |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | PART V, LINE 4: | THE FUNDS ARE SET ASIDE FOR THE SUPPORT OF THE GENERAL OPERATIONS OF BETHANY HOME FOUNDATION'S FACILITY. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE FOUNDATION ADOPTED GUIDANCE IN ASC 740, INCOME TAXES, RELATING TO UNCERTAIN TAX POSITIONS. THIS GUIDANCE PRESCRIBES A TWO STEP PROCESS FOR THE MEASUREMENT OF UNCERTAIN TAX POSITIONS THAT HAVE BEEN TAKEN OR ARE EXPECTED TO BE TAKEN ON A TAX RETURN. THE FIRST STEP IS A DETERMINATION OF WHETHER THE TAX POSITION SHOULD BE RECOGNIZED IN THE FINANCIAL STATEMENTS. THE SECOND STEP DETERMINES THE MEASUREMENT OF THE TAX POSITION. SUCH POSITIONS FOR A NONPROFIT CORPORATION WOULD INCLUDE THE NONPROFIT ORGANIZATION'S STATUS AS AN EXEMPT ENTITY, WHETHER THE ORGANIZATION'S ACTIVITIES ARE RELATED TO ITS TAX EXEMPT PURPOSE AND, IF APPLICABLE, HOW THE ORGANIZATION ALLOCATES REVENUE AND EXPENSES BETWEEN ITS EXEMPT PURPOSE AND UNRELATED BUSINESS ACTIVITIES. ASC 740 ALSO PROVIDES GUIDANCE ON DERECOGNITION OF SUCH TAX POSITIONS, CLASSIFICATION, POTENTIAL INTEREST AND PENALTIES, AND DISCLOSURE. NO UNCERTAIN TAX POSITIONS WITHIN THE SCOPE OF ASC 740 EXIST AS OF DECEMBER 31, 2011. |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV
Name Of Interested Person NameOfInterestedPerson
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | W PARISH LENTZ ESQ | NamePerson |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship | MEMBER OF BOARD | Relationship |
| Amount Of Transaction | 35576 | AmountOfTransaction |
| Description Of Transaction | LEGAL FEES PAID TO DIRECTOR'S LAW FIRM FOR SERVICES RENDERED. THE BOARD MEMBER IS A PARTNER IN THE FIRM. | DescriptionOfTransaction |
| Sharing Of Revenues | 0 | SharingOfRevenues |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (7 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOARD OF DIRECTORS REVIEWS THE FORM 990 AND THE PRESIDENT/ADMINISTRATOR OF BETHANY FOUNDATION, INC. HAS THE AUTHORITY TO SIGN THE FORM 990. | |
| 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. | |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ADMINISTRATOR'S SALARY 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. ADDITIONALY, THE BOARD CONSIDERS THE ADMINISTRATOR'S SUCCESS IN ACHIEVING THE ORGANIZATIONAL GOALS. THE DISCUSSIONS AND DECISION OF THE ADMINISTRATOR SALARY ARE DOCUMENTED BY THE BOARD OF DIRECTORS DURING THE BOARD MEETING. THE ADMINISTRATOR REVIEWS ALL OTHER EMPLOYEES FOR COMPENSATION. THE ADMINISTRATOR COMPARES COMPENSATION OF SMALL INDEPENDENT LIVING FACILITIES IN THE AREA WHEN DETERMINING A COMPETITIVE SALARY. | |
| 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 XI, LINE 5: | NET UNREALIZED LOSSES ON INVESTMENTS: -40,619. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| 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. | OVERSIGHT OF ANNUAL COMPILATION |
| PART VII, SECTION A | MICHELLE GEREZ IS THE ADMINISTRATOR OF BETHANY HOME FOUNDATION, INC. SHE IS ALSO THE PRESIDENT/ADMINISTRATOR OF BETHANY HOME OF RHODE ISLAND. HER TIME IS SPLIT BETWEEN THE TWO ORGANIZATIONS. SALARY AND BENEFITS ARE REIMBURSED BY BETHANY HOME FOUNDATION TO BETHANY HOME FOR THE TIME SPENT ON BETHANY HOME FOUNDATION. THE HOURS LISTED IN PART VII ARE THE AVERAGE HOURS PER WEEK SPENT WORKING ON BETHANY HOME FOUNDATION. | COMPENSATION OF CURRENT OFFICERS, DIRECTORS, TRUSTEES, AND KEY EMPLOYEES |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETHANY HOME OF RHODE ISLAND | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 111 SOUTH ANGELL STREET | AddressLine1 |
| City | PROVIDENCE | City |
| State | RI | State |
| ZIP Code | 02906 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 050258941 | EIN |
| Primary Activities | PROVISION OF LONG TERM CARE FOR THE ELDERLY | PrimaryActivities |
| Legal Domicile State | RI | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Public Charity Status | LINE 9 | PublicCharityStatus |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 1 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 1 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 1 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |