Civic Intelligence

Beaverbrook Step Inc.

990 • Fiscal year 2025 • EIN 04-2518911

Jul 01, 2024 to Jun 30, 2025

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

67th percentile

0.34x

Higher debt load relative to assets than 67% of similar nonprofits.

2025 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2025

Liabilities / Revenue

51st percentile

0.25x

Higher debt load relative to revenue than 51% of similar nonprofits.

2025 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2025

Net Margin

45th percentile

4.0%

Higher net margin than 45% of similar nonprofits.

2025 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2025

Top Officer Pay

28th percentile

$174,732

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2025 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2025

Asset Growth

20th percentile

-1.9%

Faster asset growth than 20% of similar nonprofits.

2025 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Revenue Growth

74th percentile

19%

Faster revenue growth than 74% of similar nonprofits.

2025 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Assets

Down

$22,020,393

Down $419,583 (-1.9%) from 2024

Net Assets

Up

$14,497,195

Up $1,208,864 (+9.1%) from 2024

Liabilities

Down

$7,523,198

Down $1,628,447 (-18%) from 2024

Revenue

Up

$30,084,785

Up $4,736,445 (+19%) from 2024

Expenses

Up

$28,875,351

Up $3,634,054 (+14%) from 2024

Net Income

Up

$1,209,434

Up $1,102,391 (+1030%) from 2024

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

2025

Assets$22,020,393
Liabilities$7,523,198
Net Assets$14,497,195

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

2025

Revenue$30,084,785
Expenses$28,875,351
Net Income$1,209,434
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Apr 7, 2026
Return Version
2024v5.5
Gross Receipts
$30,084,785
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$8,585,609$8,433,889▼ $151,720
Cash and Non-Interest-Bearing Accounts$5,520,028$5,781,629▲ $261,601
Accounts Receivable$2,618,615$4,275,296▲ $1,656,681
Savings and Temporary Cash Investments$2,068,088$111,389▼ $1,956,699
Inventories for Sale or Use$62,440$62,440→ $0
Prepaid Expenses and Deferred Charges$34,046$46,238▲ $12,192
Total Assets$22,439,976$22,020,393▼ $419,583
Other Assets Total$3,551,150$3,309,512▼ $241,638
Liabilities
Other Liabilities$3,358,272$3,111,781▼ $246,491
Mortgage Notes Payable Secured by Investment Property$4,285,215$2,902,959▼ $1,382,256
Accounts Payable and Accrued Expenses$1,503,539$1,504,442▲ $903
Escrow Account Liability$4,619$4,016▼ $603
Total Liabilities$9,151,645$7,523,198▼ $1,628,447
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$13,288,331$14,497,195▲ $1,208,864
Total Net Assets Fund Balance$13,288,331$14,497,195▲ $1,208,864
Total Liabilities and Net Assets / Fund Balance$22,439,976$22,020,393▼ $419,583

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,149,929$8,533,750$13,683,679
Land$2,703,019-$2,703,019
Equipment$389,834$1,914,398$2,304,232
Leasehold Improvements$57,263$597,372$654,635
Other Land Buildings$133,844$64,997$198,841
Other Assets Org$217,045--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Virginia a ConnollyExecutive DirectorFT$158,685$16,047$174,732
Jessica a KirwanSenior DirectorFT$131,328$31,107$162,435
John SannellaInterim CFOPT$151,489-$151,489
Sunday SserunkumaStaff AdvocateFT$125,897$10,170$136,067
Emma OpolotStaff AdvocateFT$123,290$9,820$133,110
Michael BentCFO (until 11/11/24)FT$131,458$804$132,262
Richard CurrierSenior DirectorFT$127,771$3,585$131,356
Gregory MichelStaff AdvocateFT$120,171$9,648$129,819

Board Members and Trustees

NameTitle
Stanley KruszewskiPresident
Shirlee PurcellVice President
Arthur MillmanDirector
Augusta HaydockDirector
Karin TuttleDirector
Katherine RocheDirector
Laurraine LecorpsDirector
John SaundersDirector (until 11/29/24)
Sandra TomasettiClerk
John KennedyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$28,228
Program Service Revenue
$29,993,674
Investment Income
$61,392
Other Revenue
$1,491
All Other Contributions
$28,228
Change in Net Assets
$1,209,434

Audited Revenue Reconciliation

Revenue per Audited Statements
$30,084,785
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-570
Total Revenue per Audited Statements
$30,084,215
Total Revenue per Form 990
$30,084,785
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$23,179,588
Other Expenses$5,695,763
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$18,367,039$1,094,905-$19,461,944
Other Employee Benefits$1,460,577$213,085-$1,673,662
Payroll Taxes$1,462,698$198,152-$1,660,850
Occupancy$1,263,657$285,646-$1,549,303
Fees for Services Other$443,173$394,039-$837,212
Depreciation Depletion$714,694$21,831-$736,525
Current Officers, Directors, Trustees, and Key Employees$10,430$372,702-$383,132
All Other Expenses$117,460$148,086-$265,546
Interest$228,430$779-$229,209
Insurance$168,780$8,136-$176,916
Fees for Services Accounting-$71,531-$71,531
Office Expenses$31,912$26,674-$58,586
Other Expenses$461,471$37,680-$37,680
Fees for Services Legal-$5,650-$5,650
Total Functional Expenses$25,919,859$2,955,492$0$28,875,351

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$28,875,351
Total Expenses per Audited Statements$28,875,351
Total Expenses per Form 990$28,875,351
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 Liabilities - Operating$2,988,677
Lease Liabilities - Financing$123,104
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.

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 policy. This information and verification are 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 executive director, cfo, and other senior managers. Originally commissioned by the ma council of human service providers, the statewide 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 policy, financial statements, ufr's, and form 990 available to the public upon request for the same period of disclosure as set forth in section 6104(d). Documents may be mailed, picked up, or available for inspection. In addition, the form 990 without schedule b is available to the public via candid and the massachusetts attorney general's website.

FORM 990, PART VII, SECTION A:

The organization reports compensation for john sannella, who served as interim cfo in 2024 in the capacity of an independent management consultant. His services were provided as an independent contractor, with all amounts reported on form 1099-nec.

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
2026-04-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Virginia a Connolly
Formed
1973
Legal Domicile
Ma
Voting Board Members
9
Independent Board Members
9
Employees
495
Volunteers
18

Preparer

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

Financial Statement Notes

PART IV, LINE 2B:

The tenant security deposits are held in a hud security deposit account and are refundable upon the tenants departure.

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, 2025 and 2024. 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/Form990PartVIISectionAGrp/PersonNm0ARTHUR MILLMAN
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IRS990/Form990PartVIISectionAGrp/PersonNm6STANLEY KRUSZEWSKI
IRS990/Form990PartVIISectionAGrp/PersonNm7SHIRLEE PURCELL
IRS990/Form990PartVIISectionAGrp/PersonNm8JOHN KENNEDY
IRS990/Form990PartVIISectionAGrp/PersonNm9SANDRA TOMASETTI
IRS990/Form990PartVIISectionAGrp/PersonNm10VIRGINIA A CONNOLLY
IRS990/Form990PartVIISectionAGrp/PersonNm11MICHAEL BENT
IRS990/Form990PartVIISectionAGrp/PersonNm12JOHN SANNELLA
IRS990/Form990PartVIISectionAGrp/PersonNm13JESSICA A KIRWAN
IRS990/Form990PartVIISectionAGrp/PersonNm14RICHARD CURRIER
IRS990/Form990PartVIISectionAGrp/PersonNm15SUNDAY SSERUNKUMA
IRS990/Form990PartVIISectionAGrp/PersonNm16EMMA OPOLOT
IRS990/Form990PartVIISectionAGrp/PersonNm17GREGORY MICHEL
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/ReportableCompFromOrgAmt10163629
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt11131458
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt12151489
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13131568
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14127771
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15125897
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16123290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt17120171
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/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR (UNTIL 11/29/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt8TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt9CLERK
IRS990/Form990PartVIISectionAGrp/TitleTxt10EXECUTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11CFO (UNTIL 11/11/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt12INTERIM CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt13SENIOR DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14SENIOR DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15STAFF ADVOCATE
IRS990/Form990PartVIISectionAGrp/TitleTxt16STAFF ADVOCATE
IRS990/Form990PartVIISectionAGrp/TitleTxt17STAFF ADVOCATE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01973
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt043662
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt043662
IRS990/GrossReceiptsAmt030084785
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt013
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ManagementAndGeneralAmt08136
IRS990/InsuranceGrp/ProgramServicesAmt0168780
IRS990/InsuranceGrp/TotalAmt0176916
IRS990/InterestGrp/ManagementAndGeneralAmt0779
IRS990/InterestGrp/ProgramServicesAmt0228430
IRS990/InterestGrp/TotalAmt0229209
IRS990/InventoriesForSaleOrUseGrp/BOYAmt062440
IRS990/InventoriesForSaleOrUseGrp/EOYAmt062440
IRS990/InvestmentIncomeGrp/ExclusionAmt017730
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt017730
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt049
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt011110517
IRS990/LandBldgEquipBasisNetGrp/BOYAmt08585609
IRS990/LandBldgEquipBasisNetGrp/EOYAmt08433889
IRS990/LandBldgEquipCostOrOtherBssAmt019544406
IRS990/LegalDomicileStateCd0MA
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/ExclusionAmt01491
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt01491
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/BOYAmt04285215
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt02902959
IRS990/NetAssetsOrFundBalancesBOYAmt013288331
IRS990/NetAssetsOrFundBalancesEOYAmt014497195
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt043662
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt043662
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-570
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt013288331
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt014497195
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0285646
IRS990/OccupancyGrp/ProgramServicesAmt01263657
IRS990/OccupancyGrp/TotalAmt01549303
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt026674
IRS990/OfficeExpensesGrp/ProgramServicesAmt031912
IRS990/OfficeExpensesGrp/TotalAmt058586
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03551150
IRS990/OtherAssetsTotalGrp/EOYAmt03309512
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0213085
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt01460577
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01673662
IRS990/OtherExpensesGrp/Desc0VEHICLE EXPENSES
IRS990/OtherExpensesGrp/Desc1REPAIRS & MAINTENANCE
IRS990/OtherExpensesGrp/Desc2PROGRAM SUPPLIES
IRS990/OtherExpensesGrp/Desc3DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02917
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt120491
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt253188
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt337680
IRS990/OtherExpensesGrp/ProgramServicesAmt0628085
IRS990/OtherExpensesGrp/ProgramServicesAmt1561453
IRS990/OtherExpensesGrp/ProgramServicesAmt2461471
IRS990/OtherExpensesGrp/TotalAmt0631002
IRS990/OtherExpensesGrp/TotalAmt1581944
IRS990/OtherExpensesGrp/TotalAmt2514659
IRS990/OtherExpensesGrp/TotalAmt337680
IRS990/OtherLiabilitiesGrp/BOYAmt03358272
IRS990/OtherLiabilitiesGrp/EOYAmt03111781
IRS990/OtherRevenueTotalAmt01491
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt01094905
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt018367039
IRS990/OtherSalariesAndWagesGrp/TotalAmt019461944
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0198152
IRS990/PayrollTaxesGrp/ProgramServicesAmt01462698
IRS990/PayrollTaxesGrp/TotalAmt01660850
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt034046
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt046238
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/RelatedOrExemptFuncIncomeAmt028406702
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11067440
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2214974
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt3213575
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt472336
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt028406702
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11067440
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2214974
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt3213575
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt472336
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/ExpenseAmt03844628
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt04017695
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/ExpenseAmt02532910
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt02087960
IRS990/ProgSrvcAccomActyOtherGrp/Desc0GUARDIANSHIP PROGRAM: BEAVERBROOK STEP, INC. PROVIDES SUPPORTS TO INDIVIDUALS FOR GUARDIANSHIP, CONSERVATOR AND ROGERS MONITOR SERVICES.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1DESE SERVICES (FAMILY NAVIGATION) IS A CONTRACT AMONG BEAVERBROOK STEP, THE MASSACHUSETTS DEPARTMENT OF ELEMENTARY SECONDARY EDUCATION (DESE), AND THE MASSACHUSETTS DEPARTMENT OF SOCIAL SERVICES (DDS), WHICH 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. THE DESE PROGRAM WAS NOT ACTIVE IN FISCAL YEAR 2025.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt09216
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt10
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt012992
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt10
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt054155
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt01295
IRS990/PYOtherExpensesAmt05705564
IRS990/PYOtherRevenueAmt03139
IRS990/PYProgramServiceRevenueAmt025289751
IRS990/PYRevenuesLessExpensesAmt0107043
IRS990/PYSalariesCompEmpBnftPaidAmt019535733
IRS990/PYTotalExpensesAmt025241297
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt025348340
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01209434
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt023875027
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02068088
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0111389
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt011500
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt05950
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt05500
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt015000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt05000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt042950
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt028228
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt054155
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt050731
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0106444
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt03155461
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt03395019
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt017730

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