Civic Intelligence

Beaverbrook Step Inc.

990 • Fiscal year 2017 • EIN 04-2518911

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 15, 2017

85 Main Street 2nd FloorWatertown, MA 02472

(617) 926-1113

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

73rd percentile

0.51x

Higher debt load relative to assets than 73% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

63rd percentile

0.40x

Higher debt load relative to revenue than 63% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

48th percentile

2.3%

Higher net margin than 48% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

46th percentile

$163,182

Higher top officer pay than 46% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

34th percentile

0.5%

Faster asset growth than 34% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

37th percentile

0.8%

Faster revenue growth than 37% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Assets

Up

$12,461,158

Up $56,435 (+0.5%) from 2016

Net Assets

Up

$6,162,288

Up $363,962 (+6.3%) from 2016

Liabilities

Down

$6,298,870

Down $307,527 (-4.7%) from 2016

Revenue

Up

$15,666,761

Up $128,757 (+0.8%) from 2016

Expenses

Up

$15,302,799

Up $389,587 (+2.6%) from 2016

Net Income

Down

$363,962

Down $260,830 (-42%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2012: $9,957,274Liabilities 2012: $6,292,265Net Assets 2012: $3,665,0092012Assets 2013: $9,864,994Liabilities 2013: $6,029,818Net Assets 2013: $3,835,1762013Assets 2014: $10,404,540Liabilities 2014: $6,031,733Net Assets 2014: $4,372,8072014Assets 2015: $11,054,146Liabilities 2015: $5,880,612Net Assets 2015: $5,173,5342015Assets 2016: $12,404,723Liabilities 2016: $6,606,397Net Assets 2016: $5,798,3262016Assets 2017: $12,461,158Liabilities 2017: $6,298,870Net Assets 2017: $6,162,2882017Assets 2018: $13,064,151Liabilities 2018: $6,381,661Net Assets 2018: $6,682,4902018Assets 2019: $13,178,217Liabilities 2019: $6,069,065Net Assets 2019: $7,109,1522019Assets 2020: $16,502,996Liabilities 2020: $9,302,459Net Assets 2020: $7,200,5372020Assets 2021: $17,100,817Liabilities 2021: $6,485,474Net Assets 2021: $10,615,3432021Assets 2022: $17,768,807Liabilities 2022: $5,854,497Net Assets 2022: $11,914,3102022Assets 2023: $19,876,316Liabilities 2023: $6,699,148Net Assets 2023: $13,177,1682023Assets 2024: $22,439,976Liabilities 2024: $9,151,645Net Assets 2024: $13,288,3312024Assets 2025: $22,020,393Liabilities 2025: $7,523,198Net Assets 2025: $14,497,1952025

Highlighted filing

2017

Assets$12,461,158
Liabilities$6,298,870
Net Assets$6,162,288

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$40M$30M$20M$10M$0Expenses 2012: $11,215,2062012Revenue 2013: $11,766,864Expenses 2013: $11,596,697Net Income 2013: $170,1672013Revenue 2014: $12,567,722Expenses 2014: $12,030,091Net Income 2014: $537,6312014Revenue 2015: $14,980,963Expenses 2015: $14,180,236Net Income 2015: $800,7272015Revenue 2016: $15,538,004Expenses 2016: $14,913,212Net Income 2016: $624,7922016Revenue 2017: $15,666,761Expenses 2017: $15,302,799Net Income 2017: $363,9622017Revenue 2018: $16,341,997Expenses 2018: $15,846,131Net Income 2018: $495,8662018Revenue 2019: $16,924,070Expenses 2019: $16,497,408Net Income 2019: $426,6622019Revenue 2020: $18,730,475Expenses 2020: $18,639,090Net Income 2020: $91,3852020Revenue 2021: $24,067,657Expenses 2021: $20,652,851Net Income 2021: $3,414,8062021Revenue 2022: $23,465,024Expenses 2022: $22,166,057Net Income 2022: $1,298,9672022Revenue 2023: $24,649,963Expenses 2023: $23,387,105Net Income 2023: $1,262,8582023Revenue 2024: $25,348,340Expenses 2024: $25,241,297Net Income 2024: $107,0432024Revenue 2025: $30,084,785Expenses 2025: $28,875,351Net Income 2025: $1,209,4342025

Highlighted filing

2017

Revenue$15,666,761
Expenses$15,302,799
Net Income$363,962
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 15, 2017
Return Version
2016v3.0
Gross Receipts
$15,668,911
Mission and Program Overview

Mission

Beaverbrook step, inc. Is a private, not-for-profit organization which provides residential, day and support services to adults with developmental and intellectual disabilities in eastern massachusetts. The organization assists with the access, training and opportunities necessary to fully experience the benefits of community living. The organization strives to enhance the quality of life of individuals, while also fulfilling our responsibility to help our communities understand and appreciate the talents of all of its members.

Beaverbrook step, inc. Is a private, not-for-profit organization which provides community-based residential, day and support services to adults with developmental and intellectual disabilities in eastern massachusetts. The organization assists with the access, training and opportunities necessary to fully experience the benefits of community living. The organization strives to enhance the quality of life of individuals, while also fulfilling our responsibility to help our communities understand and appreciate the talents of all of its members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$7,659,937$7,774,410▲ $114,473
Savings and Temporary Cash Investments$2,604,901$2,775,397▲ $170,496
Accounts Receivable$1,339,131$1,284,228▼ $54,903
Cash and Non-Interest-Bearing Accounts$490,144$291,025▼ $199,119
Inventories for Sale or Use$51,050$63,131▲ $12,081
Prepaid Expenses and Deferred Charges$29,108$37,324▲ $8,216
Total Assets$12,404,723$12,461,158▲ $56,435
Other Assets Total$230,452$235,643▲ $5,191
Liabilities
Mortgage Notes Payable Secured by Investment Property$5,426,103$5,247,508▼ $178,595
Accounts Payable and Accrued Expenses$1,176,578$964,420▼ $212,158
Other Liabilities$3,716$86,942▲ $83,226
Total Liabilities$6,606,397$6,298,870▼ $307,527
Net Assets / Fund Balance
Unrestricted Net Assets$5,798,326$6,162,288▲ $363,962
Total Net Assets Fund Balance$5,798,326$6,162,288▲ $363,962
Total Liabilities and Net Assets / Fund Balance$12,404,723$12,461,158▲ $56,435

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,561,552$5,118,822$10,680,374
Land$1,803,919-$1,803,919
Equipment$275,107$961,208$1,236,315
Leasehold Improvements$123,172$413,357$536,529
Other Land Buildings$10,660$26,581$37,241
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Virginia a ConnollyExecutive DirectorFT$153,443$9,739$163,182
Margaret WilsonDirector of FinanceFT$108,551$11,130$119,681

Board Members and Trustees

NameTitle
Stanley KruszewskiPresident
Shirlee PurcellVice President
Arthur MillmanDirector
Augusta HaydockDirector
John SaundersDirector
Karin TuttleDirector
Katherine RocheDirector
Sandra TomasettiDirector
Elaine RootClerk
John KennedyTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Renaissance Remodeling INCConstruction, Snow Removal122 TRAPELO ROAD, Waltham, MA 02452$271,300
Revenue and Support

Revenue Composition

Contributions and Grants
$19,465
Program Service Revenue
$15,620,322
Investment Income
$5,976
Other Revenue
$20,998
All Other Contributions
$19,465
Change in Net Assets
$363,962

Audited Revenue Reconciliation

Revenue per Audited Statements
$15,668,911
Revenue Not Reported on Financial Statements
$-2,150
Revenue Not Reported on Form 990
$0
Other Revenue Adjustments
$-2,150
Total Revenue per Audited Statements
$15,668,911
Total Revenue per Form 990
$15,666,761
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$12,006,544
Other Expenses$3,296,255
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$9,225,963$662,543-$9,888,506
Other Employee Benefits$945,301$93,310-$1,038,611
Occupancy$771,783$186,304-$958,087
Payroll Taxes$753,530$64,613-$818,143
Depreciation Depletion$483,409$21,224-$504,633
Travel$255,483$9,877-$265,360
Current Officers, Directors, Trustees, and Key Employees$13,094$248,190-$261,284
Office Expenses$120,036$41,289-$161,325
Fees for Services Other$8,379$133,671-$142,050
All Other Expenses$25,314$57,056-$82,370
Insurance$59,826$7,088-$66,914
Other Expenses$53,948$51,439-$53,948
Fees for Services Accounting$3,450$31,190-$34,640
Fees for Services Legal$6,094--$6,094
Advertising$177$655-$832
Information Technology-$315-$315
Total Functional Expenses$13,694,035$1,608,764$0$15,302,799

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$15,304,949
Expenses per Audited Statements$15,302,799
Total Expenses per Form 990$15,302,799
Expenses Not Reported on Form 990$2,150
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease Obligations$83,276
Tenant Security Deposits$3,666
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

Any person subscribing to the purposes of the corporation, except persons currently employed by the corporation, and who attends consecutive annual meetings shall be deemed a member. Membership business is conducted at the organization's annual meeting or at a special meeting called on behalf of the organization.

Form 990, Part VI, Section A, Line 7A

By a majority vote, members of the corporation present at the annual meeting of the corporation vote to re-elect or replace board members who have resigned or whose terms have expired. Each year, members elect by majority vote, both the clerk and the treasurer for one year terms.

Form 990, Part VI, Section A, Line 7B

By a majority vote, members of the corporation elect and may remove board of directors members. A director's removal may be voted on, only after reasonable notice and the opportunity to be heard by the membership body.

Form 990, Part VI, Section B, Line 11B

The form 990 is reviewed by the ceo, cfo, and senior management. Once complete, a copy of the form 990 is distributed to every member of the board of directors and is reviewed by the finance & audit committee, which is a subset of the board of directors.

Form 990, Part VI, Section B, Line 12C

Beaverbrook step, inc. Has both a policy and procedure whereby officers, directors, and key employees are required to annually submit and verify information pursuant to maintaining compliance with the organization's conflict of interest policies. This information and verification is monitored and enforced throughout the year by both the board and executive committee. By policy, if and when a member's conflict is disclosed, such member is excluded from all discussions and votes pertaining to his/her interests and conflict.

Form 990, Part VI, Section B, Line 15

Although the members of the board of directors are unpaid volunteers, they oversee a substantive review and approval of salaries of key employees including the ceo, cfo, and other senior managers. Originally commissioned by the ma council of human service providers, the state wide provider coalition, abbott langer & associates surveys, produced annual comparative salary data by the state, region, metro area, type of non-profit, and size of non-profit. The publication is used by the organization to ensure that our salaries are fair, equitable, and within acceptable compensation limits.

Form 990, Part VI, Section C, Line 19

Beaverbrook step, inc. Makes all of its governing documents, minutes, conflict of interest policies, financial statements, ufr's, form 990 and government filings available to the public upon request for the same period of disclosure as set fort in section 6104(d). Documents may be mailed, picked up, or available for inspection. All government personnel filings in ma are also available online at state agency websites. In addition, the form 990 without schedule b is available to the public via guidestar and the massachusetts attorney general's website.

Filing and Contact Details

Filer

Filer Name
Beaverbrook Step Inc
EIN
04-2518911
Phone
6179261113
Address
85 MAIN STREET 2ND FLOOR, WATERTOWN, MA 02472

Signing Officer

Name
Virginia a Connolly
Title
Executive Director
Phone
6179261113
Signed
2017-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Virginia a Connolly
Formed
1973
Legal Domicile
Ma
Voting Board Members
10
Independent Board Members
10
Employees
439
Volunteers
24

Preparer

Firm
Rsm US Llp
Address
80 CITY SQUARE, BOSTON, MA 02129-3742
Preparer
Lynne Johnson
Phone
6179129000
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 1

Beaverbrook step, inc. Is a private, not-for-profit organization which provides community-based residential, day and support services to adults with developmental and intellectual disabilities in eastern massachusetts. The organization assists with the access, training and opportunities necessary to fully experience the benefits of community living. The organization strives to enhance the quality of life of individuals, while also fulfilling our responsibility to help our communities understand and appreciate the talents of all of its members. In order to function as a productive and effective organization, we realize that beaverbrook step, inc. Must remain an administratively sound and financially stable corporation. We are committed to hiring qualified, professional staff and to providing our staff with adequate training, fair wages, a positive work environment and an opportunity for both personal and professional growth. Further, we are committed to locating and utilizing all available financial resources in order to maintain a budget that addresses the need of the individuals, ensures the long-term viability of the organization and enables its best potential.

Form 990, Part III, Line 2

Guardianship program: beaverbrook step, inc. Provides supports to individuals for guardianship, conservator and rogers monitor services.

Financial Statement Notes

PART X, LINE 2:

The organization follows fasb asc 740, "income taxes", which clarifies the accounting for uncertainty in income taxes by prescribing the recognition threshold a tax position is required to meet before being recognized in the financial statements. The organization recognizes a tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by the taxing authorities. Management evaluated the organization's tax positions and concluded that the organization had no material uncertainties in income taxes as of june 30, 2017 and 2016. The organization is no longer subject to income tax examinations by the u.s., federal, state or local tax authorities for fiscal years before 2014. The organization will account for interest and penalties related to uncertain tax positions, if any, as part of tax expense.

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Cogs reported on form 990, part viii, line 10b -2,150.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Cogs reported on form 990, part viii, line 10b 2,150.

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0BEAVERBROOK STEP, INC. IS A PRIVATE, NOT-FOR-PROFIT ORGANIZATION WHICH PROVIDES COMMUNITY-BASED RESIDENTIAL, DAY AND SUPPORT SERVICES TO ADULTS WITH DEVELOPMENTAL AND INTELLECTUAL DISABILITIES IN EASTERN MASSACHUSETTS. THE ORGANIZATION ASSISTS WITH THE ACCESS, TRAINING AND OPPORTUNITIES NECESSARY TO FULLY EXPERIENCE THE BENEFITS OF COMMUNITY LIVING. THE ORGANIZATION STRIVES TO ENHANCE THE QUALITY OF LIFE OF INDIVIDUALS, WHILE ALSO FULFILLING OUR RESPONSIBILITY TO HELP OUR COMMUNITIES UNDERSTAND AND APPRECIATE THE TALENTS OF ALL OF ITS MEMBERS.
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IRS990/Form990PartVIISectionAGrp/PersonNm10VIRGINIA A CONNOLLY
IRS990/Form990PartVIISectionAGrp/PersonNm11MARGARET WILSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10153443
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11108551
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3CLERK
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR OF FINANCE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01973
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt010
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt015668911
IRS990/GrossSalesOfInventoryAmt019224
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt010
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0315
IRS990/InformationTechnologyGrp/TotalAmt0315
IRS990/InsuranceGrp/ManagementAndGeneralAmt07088
IRS990/InsuranceGrp/ProgramServicesAmt059826
IRS990/InsuranceGrp/TotalAmt066914
IRS990/InventoriesForSaleOrUseGrp/BOYAmt051050
IRS990/InventoriesForSaleOrUseGrp/EOYAmt063131
IRS990/InvestmentIncomeGrp/ExclusionAmt05976
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt05976
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt038
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt06519968
IRS990/LandBldgEquipBasisNetGrp/BOYAmt07659937
IRS990/LandBldgEquipBasisNetGrp/EOYAmt07774410
IRS990/LandBldgEquipCostOrOtherBssAmt014294378
IRS990/LegalDomicileStateCd0MA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SEE SCHEDULE O
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt05426103
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt05247508
IRS990/NetAssetsOrFundBalancesBOYAmt05798326
IRS990/NetAssetsOrFundBalancesEOYAmt06162288
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt017074
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt017074
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0186304
IRS990/OccupancyGrp/ProgramServicesAmt0771783
IRS990/OccupancyGrp/TotalAmt0958087
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt041289
IRS990/OfficeExpensesGrp/ProgramServicesAmt0120036
IRS990/OfficeExpensesGrp/TotalAmt0161325
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0230452
IRS990/OtherAssetsTotalGrp/EOYAmt0235643
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt093310
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0945301
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01038611
IRS990/OtherExpensesGrp/Desc0REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc1VEHICLE EXPENSES
IRS990/OtherExpensesGrp/Desc2PROGRAM SUPPLIES & MATE
IRS990/OtherExpensesGrp/Desc3CLIENT TRANSPORTATION
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt051439
IRS990/OtherExpensesGrp/ProgramServicesAmt0564767
IRS990/OtherExpensesGrp/ProgramServicesAmt1277459
IRS990/OtherExpensesGrp/ProgramServicesAmt2126022
IRS990/OtherExpensesGrp/ProgramServicesAmt353948
IRS990/OtherExpensesGrp/TotalAmt0616206
IRS990/OtherExpensesGrp/TotalAmt1277459
IRS990/OtherExpensesGrp/TotalAmt2126022
IRS990/OtherExpensesGrp/TotalAmt353948
IRS990/OtherLiabilitiesGrp/BOYAmt03716
IRS990/OtherLiabilitiesGrp/EOYAmt086942
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt03924
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03924
IRS990/OtherRevenueTotalAmt03924
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0662543
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt09225963
IRS990/OtherSalariesAndWagesGrp/TotalAmt09888506
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt064613
IRS990/PayrollTaxesGrp/ProgramServicesAmt0753530
IRS990/PayrollTaxesGrp/TotalAmt0818143
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt029108
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt037324
IRS990/PrincipalOfficerNm0VIRGINIA A CONNOLLY
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0623990
IRS990/ProgramServiceRevenueGrp/BusinessCd1623990
IRS990/ProgramServiceRevenueGrp/BusinessCd2623990
IRS990/ProgramServiceRevenueGrp/BusinessCd3624210
IRS990/ProgramServiceRevenueGrp/BusinessCd4624210
IRS990/ProgramServiceRevenueGrp/Desc0PROGRAM SERVICE FEES
IRS990/ProgramServiceRevenueGrp/Desc1APARTMENT RENTAL
IRS990/ProgramServiceRevenueGrp/Desc2OTHER SERVICE FEE INCOME
IRS990/ProgramServiceRevenueGrp/Desc3FOOD STAMP INCOME
IRS990/ProgramServiceRevenueGrp/Desc4MEALS ON WHEELS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt014453629
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1753611
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2206296
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3131521
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt475265
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt014453629
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1753611
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2206296
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3131521
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt475265
IRS990/ProgSrvcAccomActy2Grp/Desc0COMMUNITY HABILITATION: BEAVERBROOK STEP PROVIDED SUPPORTS TO OVER 35 INDIVIDUALS WHO LIVE IN VARIOUS RESIDENTIAL SETTINGS. THESE INDIVIDUALS REQUIRED SERVICES OF MORE THAN 7 HRS/WK BUT LESS THAN 24 HRS/DAY. QUALIFIED-STAFF ASSISTED INDIVIDUALS WITH COMMUNITY INCLUSION, FINANCIAL MANAGEMENT, BENEFIT ENTITLEMENTS, SELF-ADVOCACY, RECREATION, NUTRITION, MEDICAL/PSYCHIATRIC HEALTH CARE AND SKILL IMPROVEMENT IN OTHER AREAS OF LIFE.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt01487050
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt01864236
IRS990/ProgSrvcAccomActy3Grp/Desc0DAY SERVICES: BEAVERBROOK STEP SUPPORTED OVER 80 INDIVIDUALS IN ACQUIRING AND MAINTAINING EMPLOYMENT, PARTICIPATING IN RECREATIONAL AND CULTURAL EVENTS IN THE COMMUNITY, VOLUNTEERING AT LIBRARIES AND MUSEUMS, BUILDING SKILLS LEADING TO ENHANCED DAY-TIME PURSUITS AND CREATING OPPORTUNITIES FOR FRIENDSHIPS AND INDEPENDENCE. JOB COACHING AND RETAIL SALES TRAINING SUPPORTS ARE PROVIDED IN OUR EMPLOYMENT-FOCUSED SITE.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01961991
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt01978049
IRS990/ProgSrvcAccomActyOtherGrp/Desc0GUARDIANSHIP PROGRAM: BEAVERBROOK STEP, INC. PROVIDES SUPPORTS TO INDIVIDUALS FOR GUARDIANSHIP, CONSERVATOR AND ROGERS MONITOR SERVICES.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt04199
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt06388
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt022041
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt06772
IRS990/PYOtherExpensesAmt03537685
IRS990/PYOtherRevenueAmt023033
IRS990/PYProgramServiceRevenueAmt015486158
IRS990/PYRevenuesLessExpensesAmt0624792
IRS990/PYSalariesCompEmpBnftPaidAmt011375527
IRS990/PYTotalExpensesAmt014913212
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt015538004
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0363962
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt011792647
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02604901
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02775397
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt019465
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt022041
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt033552
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt028709
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt019809
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0123576
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt05976
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt06772
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt05880
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt05013
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt05327
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt028968
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt015643470
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt015513508
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt014947394
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt012537707
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt011720294
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt070362373
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt05976
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt06772
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt05880
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt05013
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt05327
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt028968
IRS990ScheduleA/InvestmentIncomeCYPct00.00040
IRS990ScheduleA/InvestmentIncomePYPct00.00040
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt021434
IRS990ScheduleA/OtherIncome509Grp/TotalAmt021434
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99930
IRS990ScheduleA/PublicSupportPY509Pct00.99900
IRS990ScheduleA/PublicSupportTotal509Amt070485949
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt015662935
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt015535549
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt014980946
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt012566416
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt011740103
IRS990ScheduleA/Total509Grp/TotalAmt070485949
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt015668911
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt015542321
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt014986826
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt012571429
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt011766864
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt070536351
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt05561552
IRS990ScheduleD/BuildingsGrp/DepreciationAmt05118822
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt010680374
IRS990ScheduleD/EquipmentGrp/BookValueAmt0275107
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0961208
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01236315
IRS990ScheduleD/ExpensesNotReportedAmt02150

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$22.0$7.52$14.5$30.1$28.9$1.21
2024Detailed filing. Detailed filing data is available for this year.$22.4$9.15$13.3$25.3$25.2$0.11
2023Detailed filing. Detailed filing data is available for this year.$19.9$6.70$13.2$24.6$23.4$1.26
2022Detailed filing. Detailed filing data is available for this year.$17.8$5.85$11.9$23.5$22.2$1.30
2021Detailed filing. Detailed filing data is available for this year.$17.1$6.49$10.6$24.1$20.7$3.41
2020Detailed filing. Detailed filing data is available for this year.$16.5$9.30$7.20$18.7$18.6$0.09
2019Detailed filing. Detailed filing data is available for this year.$13.2$6.07$7.11$16.9$16.5$0.43
2018Detailed filing. Detailed filing data is available for this year.$13.1$6.38$6.68$16.3$15.8$0.50
2017Detailed filing. Detailed filing data is available for this year.$12.5$6.30$6.16$15.7$15.3$0.36
2016Detailed filing. Detailed filing data is available for this year.$12.4$6.61$5.80$15.5$14.9$0.62
2015Detailed filing. Detailed filing data is available for this year.$11.1$5.88$5.17$15.0$14.2$0.80
2014Detailed filing. Detailed filing data is available for this year.$10.4$6.03$4.37$12.6$12.0$0.54
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.86$6.03$3.84$11.8$11.6$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.96$6.29$3.67$11.2