Civic Intelligence

Beaverbrook Step Inc.

990 • Fiscal year 2021 • EIN 04-2518911

Jul 01, 2020 to Jun 30, 2021 • Filed on May 16, 2022

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

69th percentile

0.38x

Higher debt load relative to assets than 69% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

55th percentile

0.27x

Higher debt load relative to revenue than 55% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

54th percentile

14%

Higher net margin than 54% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

52nd percentile

$176,420

Higher top officer pay than 52% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

33rd percentile

3.6%

Faster asset growth than 33% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

68th percentile

28%

Faster revenue growth than 68% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Assets

Up

$17,100,817

Up $597,821 (+3.6%) from 2020

Net Assets

Up

$10,615,343

Up $3,414,806 (+47%) from 2020

Liabilities

Down

$6,485,474

Down $2,816,985 (-30%) from 2020

Revenue

Up

$24,067,657

Up $5,337,182 (+28%) from 2020

Expenses

Up

$20,652,851

Up $2,013,761 (+11%) from 2020

Net Income

Up

$3,414,806

Up $3,323,421 (+3637%) from 2020

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

2021

Assets$17,100,817
Liabilities$6,485,474
Net Assets$10,615,343

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

2021

Revenue$24,067,657
Expenses$20,652,851
Net Income$3,414,806
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 16, 2022
Return Version
2020v4.2
Gross Receipts
$24,067,657
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$8,217,874$7,881,194▼ $336,680
Cash and Non-Interest-Bearing Accounts$2,465,899$3,502,652▲ $1,036,753
Savings and Temporary Cash Investments$2,951,246$3,004,501▲ $53,255
Accounts Receivable$2,592,791$2,471,113▼ $121,678
Inventories for Sale or Use$62,440$62,440→ $0
Prepaid Expenses and Deferred Charges$39,110$36,128▼ $2,982
Total Assets$16,502,996$17,100,817▲ $597,821
Other Assets Total$173,636$142,789▼ $30,847
Liabilities
Mortgage Notes Payable Secured by Investment Property$5,237,626$4,971,546▼ $266,080
Unsecured Notes Loans Payable$2,517,610$0▼ $2,517,610
Accounts Payable and Accrued Expenses$1,478,447$1,472,325▼ $6,122
Other Liabilities$68,776$41,603▼ $27,173
Total Liabilities$9,302,459$6,485,474▼ $2,816,985
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,200,537$10,615,343▲ $3,414,806
Total Net Assets Fund Balance$7,200,537$10,615,343▲ $3,414,806
Total Liabilities and Net Assets / Fund Balance$16,502,996$17,100,817▲ $597,821

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,385,656$6,811,538$12,197,194
Land$2,053,919-$2,053,919
Equipment$297,209$1,287,946$1,585,155
Leasehold Improvements$144,198$510,437$654,635
Other Land Buildings$212$37,029$37,241
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Virginia a ConnollyExecutive DirectorFT$159,103$17,317$176,420
Jessica KirwanSenior DirectorFT$112,542$29,544$142,086
Margaret WilsonDirector of FinanceFT$127,567$12,654$140,221
Richard CurrierSenior DirectorFT$107,449$753$108,202

Board Members and Trustees

NameTitle
Stanley KruszewskiPresident
Shirlee PurcellVice President
Arthur MillmanDirector
Augusta HaydockDirector
Estelle FoxDirector
John SaundersDirector
Karin TuttleDirector
Katherine RocheDirector
Laurraine LecorpsDirector
Sandra TomasettiClerk
John SannellaInterim CFO (from 6/16/21)
John KennedyTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Renaissance Remodeling INCConstruction, Renovations, Repairs, Snow122 TRAPELO RD, Waltham, MA 02452$173,560
Atlas Staffing ServicesStaffing Services8 WALDEN PL, Lynn, MA 01905$130,000
Revenue and Support

Revenue Composition

Contributions and Grants
$3,155,461
Program Service Revenue
$20,904,097
Investment Income
$3,794
Other Revenue
$4,305
All Other Contributions
$634,509
Change in Net Assets
$3,414,806

Audited Revenue Reconciliation

Revenue per Audited Statements
$24,067,657
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$24,067,657
Total Revenue per Form 990
$24,067,657
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$16,213,546
Other Expenses$4,439,305
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$12,966,408$417,909-$13,384,317
Other Employee Benefits$1,390,663$86,491-$1,477,154
Occupancy$1,158,250$223,990-$1,382,240
Payroll Taxes$949,673$57,602-$1,007,275
Depreciation Depletion$583,697$27,353-$611,050
Current Officers, Directors, Trustees, and Key Employees$7,681$337,119-$344,800
Interest$280,298$831-$281,129
Fees for Services Other$161,341$101,065-$262,406
All Other Expenses$105,003$24,290-$129,293
Insurance$92,808$5,719-$98,527
Office Expenses$43,793$14,587-$58,380
Travel$36,968--$36,968
Other Expenses$1,708$34,013-$35,721
Fees for Services Accounting$540$33,760-$34,300
Advertising-$24,460-$24,460
Fees for Services Legal-$8,450-$8,450
Total Functional Expenses$19,209,215$1,443,636$0$20,652,851

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$20,652,851
Total Expenses per Audited Statements$20,652,851
Total Expenses per Form 990$20,652,851
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$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$38,112
Tenant Security Deposits$3,491
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 35% controlled entity
No
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
2022-05-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Virginia a Connolly
Formed
1973
Legal Domicile
Ma
Voting Board Members
11
Independent Board Members
11
Employees
486
Volunteers
18

Preparer

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

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, 2021 and 2020. With few exceptions, the organization is only subject to income tax examinations by the u.s. Federal, state or local tax authorities for three years from the filing date. The organization will account for interest and penalties related to uncertain tax positions, if any, as part of tax expense.

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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/Desc0RESIDENTIAL SERVICES: BEAVERBROOK STEP SUPPORTED OVER 100 INDIVIDUALS ENABLING TRAINING, EDUCATION, SKILL BUILDING, MEDICAL AND PSYCHIATRIC TREATMENT, RECREATION, RELATIONSHIP BUILDING AND COMMUNITY INTEGRATION IN OVER 25 SETTINGS. ADDITIONALLY, BEAVERBROOK STEP ENSURED THAT INDIVIDUALS WERE ABLE TO PARTICIPATE IN THEIR COMMUNITIES AS VALUED MEMBERS. THE ORGANIZATION MAINTAINED ATTRACTIVE AND AFFORDABLE HOMES, EMPLOYED A WELL-SKILLED STAFF AND CONDUCTED ITSELF IN RESPONSIBLE, CREATIVE WAYS.
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IRS990/Form990PartVIISectionAGrp/PersonNm1AUGUSTA HAYDOCK
IRS990/Form990PartVIISectionAGrp/PersonNm2LAURRAINE LECORPS
IRS990/Form990PartVIISectionAGrp/PersonNm3ARTHUR MILLMAN
IRS990/Form990PartVIISectionAGrp/PersonNm4KATHERINE ROCHE
IRS990/Form990PartVIISectionAGrp/PersonNm5JOHN SAUNDERS
IRS990/Form990PartVIISectionAGrp/PersonNm6KARIN TUTTLE
IRS990/Form990PartVIISectionAGrp/PersonNm7STANLEY KRUSZEWSKI
IRS990/Form990PartVIISectionAGrp/PersonNm8SHIRLEE PURCELL
IRS990/Form990PartVIISectionAGrp/PersonNm9JOHN KENNEDY
IRS990/Form990PartVIISectionAGrp/PersonNm10SANDRA TOMASETTI
IRS990/Form990PartVIISectionAGrp/PersonNm11VIRGINIA A CONNOLLY
IRS990/Form990PartVIISectionAGrp/PersonNm12MARGARET WILSON
IRS990/Form990PartVIISectionAGrp/PersonNm13JOHN SANNELLA
IRS990/Form990PartVIISectionAGrp/PersonNm14JESSICA KIRWAN
IRS990/Form990PartVIISectionAGrp/PersonNm15RICHARD CURRIER
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/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11164237
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12127567
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14112542
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15107449
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/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt9TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt10CLERK
IRS990/Form990PartVIISectionAGrp/TitleTxt11EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR OF FINANCE
IRS990/Form990PartVIISectionAGrp/TitleTxt13INTERIM CFO (FROM 6/16/21)
IRS990/Form990PartVIISectionAGrp/TitleTxt14SENIOR DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15SENIOR DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01973
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GovernmentGrantsAmt02520952
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt024067657
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt04
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt05719
IRS990/InsuranceGrp/ProgramServicesAmt092808
IRS990/InsuranceGrp/TotalAmt098527
IRS990/InterestGrp/ManagementAndGeneralAmt0831
IRS990/InterestGrp/ProgramServicesAmt0280298
IRS990/InterestGrp/TotalAmt0281129
IRS990/InventoriesForSaleOrUseGrp/BOYAmt062440
IRS990/InventoriesForSaleOrUseGrp/EOYAmt062440
IRS990/InvestmentIncomeGrp/ExclusionAmt03794
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03794
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt034
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt08646950
IRS990/LandBldgEquipBasisNetGrp/BOYAmt08217874
IRS990/LandBldgEquipBasisNetGrp/EOYAmt07881194
IRS990/LandBldgEquipCostOrOtherBssAmt016528144
IRS990/LegalDomicileStateCd0MA
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0BEAVERBROOK 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt05237626
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt04971546
IRS990/NetAssetsOrFundBalancesBOYAmt07200537
IRS990/NetAssetsOrFundBalancesEOYAmt010615343
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt07200537
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt010615343
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0223990
IRS990/OccupancyGrp/ProgramServicesAmt01158250
IRS990/OccupancyGrp/TotalAmt01382240
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt014587
IRS990/OfficeExpensesGrp/ProgramServicesAmt043793
IRS990/OfficeExpensesGrp/TotalAmt058380
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0173636
IRS990/OtherAssetsTotalGrp/EOYAmt0142789
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt086491
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01390663
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01477154
IRS990/OtherExpensesGrp/Desc0PROGRAM SUPPLIES & MATE
IRS990/OtherExpensesGrp/Desc1REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc2VEHICLE EXPENSES
IRS990/OtherExpensesGrp/Desc3DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07778
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt137061
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21158
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt334013
IRS990/OtherExpensesGrp/ProgramServicesAmt0627998
IRS990/OtherExpensesGrp/ProgramServicesAmt1470080
IRS990/OtherExpensesGrp/ProgramServicesAmt2332306
IRS990/OtherExpensesGrp/ProgramServicesAmt31708
IRS990/OtherExpensesGrp/TotalAmt0635776
IRS990/OtherExpensesGrp/TotalAmt1507141
IRS990/OtherExpensesGrp/TotalAmt2333464
IRS990/OtherExpensesGrp/TotalAmt335721
IRS990/OtherLiabilitiesGrp/BOYAmt068776
IRS990/OtherLiabilitiesGrp/EOYAmt041603
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt04305
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04305
IRS990/OtherRevenueTotalAmt04305
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0417909
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt012966408
IRS990/OtherSalariesAndWagesGrp/TotalAmt013384317
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt057602
IRS990/PayrollTaxesGrp/ProgramServicesAmt0949673
IRS990/PayrollTaxesGrp/TotalAmt01007275
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt039110
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt036128
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/RelatedOrExemptFuncIncomeAmt019573180
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1840226
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2229372
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3200309
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt461010
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt019573180
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1840226
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2229372
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3200309
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt461010
IRS990/ProgSrvcAccomActy2Grp/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/ProgSrvcAccomActy2Grp/ExpenseAmt02352877
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt02457533
IRS990/ProgSrvcAccomActy3Grp/Desc0IN-HOME SUPPORTS: 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/ProgSrvcAccomActy3Grp/ExpenseAmt02259700
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt01911399
IRS990/ProgSrvcAccomActyOtherGrp/Desc0GUARDIANSHIP PROGRAM: BEAVERBROOK STEP, INC. PROVIDES SUPPORTS TO INDIVIDUALS FOR GUARDIANSHIP, CONSERVATOR AND ROGERS MONITOR SERVICES.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1DESE SERVICES (FAMILY NAVIGATION) THE CONTRACT AMONG BEAVERBROOK STEP, THE DEPARTMENT OF ELEMENTARY SECONDARY EDUCATION (DESE) AND DDS IS DESIGNED TO SUPPORT CHILDREN WITH INTELLECTUAL DISABILITIES AND/OR AUTISM AND THEIR FAMILIES, IN BOTH HOME AND SCHOOL, IN ORDER TO PROMOTE GROWTH, OPPORTUNITIES AND SKILL BUILDING.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt04488
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt125818
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt09547
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt128192
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt028008
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt010920
IRS990/PYOtherExpensesAmt03730469
IRS990/PYOtherRevenueAmt010034
IRS990/PYProgramServiceRevenueAmt018681513
IRS990/PYRevenuesLessExpensesAmt091385
IRS990/PYSalariesCompEmpBnftPaidAmt014908621
IRS990/PYTotalExpensesAmt018639090
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt018730475
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt03414806
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt016501731
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02951246
IRS990/SavingsAndTempCashInvstGrp/EOYAmt03004501
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt05000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt05000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt010000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt03155461
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt028008
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt026660
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0129432
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt019465
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03359026
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt03794
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt010920
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt09971
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt06441
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt05976
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt037102

Document Assets

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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