Civic Intelligence

Beta Community Partnerships Inc.

990 • Fiscal year 2020 • EIN 04-2574795

Jul 01, 2019 to Jun 30, 2020 • Filed on Feb 22, 2021

PO Box 695Attleboro, MA 02703

(508) 222-7011

Siviq Scores

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

Liabilities / Assets

84th percentile

0.69x

Higher debt load relative to assets than 84% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

65th percentile

0.37x

Higher debt load relative to revenue than 65% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

48th percentile

3.7%

Higher net margin than 48% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

43rd percentile

$106,240

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

83rd percentile

33%

Faster asset growth than 83% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

67th percentile

11%

Faster revenue growth than 67% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Assets

Up

$3,042,412

Up $761,165 (+33%) from 2019

Net Assets

Up

$946,842

Up $205,290 (+28%) from 2019

Liabilities

Up

$2,095,570

Up $555,875 (+36%) from 2019

Revenue

Up

$5,597,261

Up $558,892 (+11%) from 2019

Expenses

Up

$5,391,971

Up $268,367 (+5.2%) from 2019

Net Income

Up

$205,290

Up $290,525 (+341%) from 2019

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $1,761,304Liabilities 2011: $423,322Net Assets 2011: $1,337,9822011Assets 2012: $1,746,809Liabilities 2012: $636,978Net Assets 2012: $1,109,8312012Assets 2013: $1,628,126Liabilities 2013: $649,166Net Assets 2013: $978,9602013Assets 2014: $2,286,054Liabilities 2014: $1,324,043Net Assets 2014: $962,0112014Assets 2015: $2,451,592Liabilities 2015: $1,493,287Net Assets 2015: $958,3052015Assets 2016: $2,296,694Liabilities 2016: $1,384,530Net Assets 2016: $912,1642016Assets 2017: $2,416,037Liabilities 2017: $1,460,669Net Assets 2017: $955,3682017Assets 2018: $2,117,190Liabilities 2018: $1,290,403Net Assets 2018: $826,7872018Assets 2019: $2,281,247Liabilities 2019: $1,539,695Net Assets 2019: $741,5522019Assets 2020: $3,042,412Liabilities 2020: $2,095,570Net Assets 2020: $946,8422020Assets 2021: $2,805,088Liabilities 2021: $1,077,520Net Assets 2021: $1,727,5682021Assets 2022: $3,347,724Liabilities 2022: $1,331,315Net Assets 2022: $2,016,4092022Assets 2023: $3,507,634Liabilities 2023: $1,603,802Net Assets 2023: $1,903,8322023Assets 2024: $3,551,921Liabilities 2024: $1,663,093Net Assets 2024: $1,888,8282024Assets 2025: $4,169,193Liabilities 2025: $1,694,023Net Assets 2025: $2,475,1702025

Highlighted filing

2020

Assets$3,042,412
Liabilities$2,095,570
Net Assets$946,842

Operations Trend

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

$10M$5.0M$0-$5.0MExpenses 2011: $3,339,0222011Revenue 2012: $3,519,428Expenses 2012: $3,570,591Net Income 2012: -$51,1632012Revenue 2013: $3,533,703Expenses 2013: $3,664,574Net Income 2013: -$130,8712013Revenue 2014: $3,830,891Expenses 2014: $3,847,840Net Income 2014: -$16,9492014Revenue 2015: $4,566,379Expenses 2015: $4,570,085Net Income 2015: -$3,7062015Revenue 2016: $4,591,900Expenses 2016: $4,638,041Net Income 2016: -$46,1412016Revenue 2017: $4,787,954Expenses 2017: $4,744,750Net Income 2017: $43,2042017Revenue 2018: $4,923,282Expenses 2018: $5,051,863Net Income 2018: -$128,5812018Revenue 2019: $5,038,369Expenses 2019: $5,123,604Net Income 2019: -$85,2352019Revenue 2020: $5,597,261Expenses 2020: $5,391,971Net Income 2020: $205,2902020Revenue 2021: $6,361,979Expenses 2021: $5,581,253Net Income 2021: $780,7262021Revenue 2022: $5,696,845Expenses 2022: $5,408,004Net Income 2022: $288,8412022Revenue 2023: $6,192,153Expenses 2023: $6,304,730Net Income 2023: -$112,5772023Revenue 2024: $7,145,726Expenses 2024: $7,160,730Net Income 2024: -$15,0042024Revenue 2025: $8,789,316Expenses 2025: $8,202,974Net Income 2025: $586,3422025

Highlighted filing

2020

Revenue$5,597,261
Expenses$5,391,971
Net Income$205,290
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Feb 22, 2021
Return Version
2019v5.1
Gross Receipts
$5,597,261
Mission and Program Overview

Mission

All people have the intrinsic right to be full participating members of their communities. Accordingly, the organization is committed to providing supports that enable the people we serve to exercise their rights.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$1,580,879$1,514,091▼ $66,788
Cash and Non-Interest-Bearing Accounts$191,027$815,338▲ $624,311
Accounts Receivable$374,409$626,187▲ $251,778
Savings and Temporary Cash Investments$104,010$61,358▼ $42,652
Prepaid Expenses and Deferred Charges$30,922$25,438▼ $5,484
Total Assets$2,281,247$3,042,412▲ $761,165
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,135,070$1,733,115▲ $598,045
Accounts Payable and Accrued Expenses$404,625$362,455▼ $42,170
Total Liabilities$1,539,695$2,095,570▲ $555,875
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$741,552$946,842▲ $205,290
Total Net Assets Fund Balance$741,552$946,842▲ $205,290
Total Liabilities and Net Assets / Fund Balance$2,281,247$3,042,412▲ $761,165

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,110,103$1,165,263$2,275,366
Land$381,964-$381,964
Equipment$22,024$255,068$277,092
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
William KellyExecutive DirectorFT$101,637$4,603$106,240

Board Members and Trustees

NameTitle
Carolyn BarrettPresident
Colleen NeubauerDirector
David BlissDirector
Rev Lambert NiemeDirector
Robert BartonDirector
Bruce DrobnisTreasurerclerk
Revenue and Support

Revenue Composition

Contributions and Grants
$5,367,184
Program Service Revenue
$227,586
Investment Income
$3
Other Revenue
$2,488
All Other Contributions
$175
Change in Net Assets
$205,290

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,597,261
Total Revenue per Audited Statements
$5,597,261
Total Revenue per Form 990
$5,597,261
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,804,318
Other Expenses$587,653
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,960,075$144,504-$4,104,579
Payroll Taxes$314,522$26,282-$340,804
Other Employee Benefits$211,826$44,379-$256,205
Occupancy$169,023$14,297-$183,320
Current Officers, Directors, Trustees, and Key Employees-$102,730-$102,730
Depreciation Depletion$61,516$18,117-$79,633
All Other Expenses$55,159$19,759-$74,918
Insurance$69,024$863-$69,887
Interest$42,318$18,658-$60,976
Fees for Services Other-$19,768-$19,768
Fees for Services Accounting-$16,420-$16,420
Office Expenses$10,127$3,393-$13,520
Other Expenses$9,928$1,474-$11,402
Fees for Services Legal-$1,440-$1,440
Total Functional Expenses$4,959,817$432,154$0$5,391,971

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,391,971
Total Expenses per Audited Statements$5,391,971
Total Expenses per Form 990$5,391,971
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
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

The executive director and accounting consultant (cpa) are assigned the responsibility for the review and approval of all information and tax filings for the federal government and commonwealth of massachusetts at the directive of the board of directors.

Conflict of interest policy compliance Part VI line 12C

The directors provide self-declaration of possible conflicts of interest as part of the annual meeting responsiblities. Key employees provide an annual self declaration as part of their annual performance evaluation process. Potential conflicts identified are reviewed and approved if appropriate as a part of the board of directors routine responsibilities.

CEO executive director top management comp Part VI line 15A

The board of directors performs an informal review of salaries for comparable responsibilities in like size organizations and other similar organizations within the community. Discussions are documented as part of the recording of the minutes of the board of directors including their formal approval of revised compensation and benefits.

Governing documents etc available to public Part VI line 19

The organization makes all federal and commonwealth of massachusetts filings, and governing documents available upon formal request. Various companies and the massachusetts secretary of state make these filings and the audited financial statements available.

Filing and Contact Details

Filer

Filer Name
Beta Community Partnerships Inc
EIN
04-2574795
Address
PO BOX 695, Attleboro, MA 02703

Signing Officer

Name
William Kelly
Title
Executive Direc
Phone
5082227011
Signed
2021-02-22
Discuss with paid preparer
Yes

Organization Details

Formed
1978
Legal Domicile
Ma
Voting Board Members
6
Independent Board Members
6
Employees
156
Volunteers
50

Preparer

Firm
Allan Smith and Company CPAs PC
Address
Two Cabot Place Suite 8, Stoughton, MA 02072
Preparer
Allan Smith CPA
Phone
7742065553
Supplemental Narrative

Additional Explanations

Audited by an independent accountant Part XII line 2B

The finance committee, as a committee of the board of directors, reviews and approves the auditor selection for recommendation to the full board of directors.

General explanation attachment

Part i, summary (cont): to assume valued roles in the community and to have a variety of mutually enriching relationships.part iii, statement of program service accomplishments(cont), question 1: to assume valued roles in the community and to have a variety of mutually enriching relationships.

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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/ProgSrvcAccomActy2Grp/Desc0REPRESENTATIVE PAYEE SERVICES FOR DEVELOPMENTALLY DISABLED ADULTS.
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IRS990/ProgSrvcAccomActy2Grp/RevenueAmt097239
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IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt01165263
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02275366
IRS990ScheduleD/EquipmentGrp/BookValueAmt022024
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0255068
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0277092
IRS990ScheduleD/ExpensesSubtotalAmt05391971
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IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0381964
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IRS990ScheduleD/TotalBookValueLandBuildingsAmt01514091
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE EXECUTIVE DIRECTOR AND ACCOUNTING CONSULTANT (CPA) ARE ASSIGNED THE RESPONSIBILITY FOR THE REVIEW AND APPROVAL OF ALL INFORMATION AND TAX FILINGS FOR THE FEDERAL GOVERNMENT AND COMMONWEALTH OF MASSACHUSETTS AT THE DIRECTIVE OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE DIRECTORS PROVIDE SELF-DECLARATION OF POSSIBLE CONFLICTS OF INTEREST AS PART OF THE ANNUAL MEETING RESPONSIBLITIES. KEY EMPLOYEES PROVIDE AN ANNUAL SELF DECLARATION AS PART OF THEIR ANNUAL PERFORMANCE EVALUATION PROCESS. POTENTIAL CONFLICTS IDENTIFIED ARE REVIEWED AND APPROVED IF APPROPRIATE AS A PART OF THE BOARD OF DIRECTORS ROUTINE RESPONSIBILITIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS PERFORMS AN INFORMAL REVIEW OF SALARIES FOR COMPARABLE RESPONSIBILITIES IN LIKE SIZE ORGANIZATIONS AND OTHER SIMILAR ORGANIZATIONS WITHIN THE COMMUNITY. DISCUSSIONS ARE DOCUMENTED AS PART OF THE RECORDING OF THE MINUTES OF THE BOARD OF DIRECTORS INCLUDING THEIR FORMAL APPROVAL OF REVISED COMPENSATION AND BENEFITS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION MAKES ALL FEDERAL AND COMMONWEALTH OF MASSACHUSETTS FILINGS, AND GOVERNING DOCUMENTS AVAILABLE UPON FORMAL REQUEST. VARIOUS COMPANIES AND THE MASSACHUSETTS SECRETARY OF STATE MAKE THESE FILINGS AND THE AUDITED FINANCIAL STATEMENTS AVAILABLE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FINANCE COMMITTEE, AS A COMMITTEE OF THE BOARD OF DIRECTORS, REVIEWS AND APPROVES THE AUDITOR SELECTION FOR RECOMMENDATION TO THE FULL BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5PART I, SUMMARY (CONT): TO ASSUME VALUED ROLES IN THE COMMUNITY AND TO HAVE A VARIETY OF MUTUALLY ENRICHING RELATIONSHIPS.PART III, STATEMENT OF PROGRAM SERVICE ACCOMPLISHMENTS(CONT), QUESTION 1: TO ASSUME VALUED ROLES IN THE COMMUNITY AND TO HAVE A VARIETY OF MUTUALLY ENRICHING RELATIONSHIPS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing documents etc available to public Part VI line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Audited by an independent accountant Part XII line 2b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5General explanation attachment
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IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt04959817
IRS990/TotalFunctionalExpensesGrp/TotalAmt05391971
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IRS990/TotalProgramServiceRevenueAmt0227586
IRS990/TotalReportableCompFromOrgAmt0101637
IRS990/TotalRevenueGrp/ExclusionAmt03
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0230074
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05597261
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IRS990/TotalVolunteersCnt050
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03042412
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IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.BETACOMM.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM KELLY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIREC
ReturnHeader/BusinessOfficerGrp/PhoneNum05082227011
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-02-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BETA COMMUNITY PARTNERSHIPS INC
ReturnHeader/Filer/BusinessNameControlTxt0BETA
ReturnHeader/Filer/EIN0042574795
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 695
ReturnHeader/Filer/USAddress/CityNm0Attleboro
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd002703
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Allan Smith and Company CPAs PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0Two Cabot Place Suite 8
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Stoughton

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.17$1.69$2.48$8.79$8.20$0.59
2024Detailed filing. Detailed filing data is available for this year.$3.55$1.66$1.89$7.15$7.16$0.02
2023Detailed filing. Detailed filing data is available for this year.$3.51$1.60$1.90$6.19$6.30$0.11
2022Detailed filing. Detailed filing data is available for this year.$3.35$1.33$2.02$5.70$5.41$0.29
2021Detailed filing. Detailed filing data is available for this year.$2.81$1.08$1.73$6.36$5.58$0.78
2020Detailed filing. Detailed filing data is available for this year.$3.04$2.10$0.95$5.60$5.39$0.21
2019Detailed filing. Detailed filing data is available for this year.$2.28$1.54$0.74$5.04$5.12$0.09
2018Detailed filing. Detailed filing data is available for this year.$2.12$1.29$0.83$4.92$5.05$0.13
2017Detailed filing. Detailed filing data is available for this year.$2.42$1.46$0.96$4.79$4.74$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.30$1.38$0.91$4.59$4.64$0.05
2015Detailed filing. Detailed filing data is available for this year.$2.45$1.49$0.96$4.57$4.57$0.00
2014Detailed filing. Detailed filing data is available for this year.$2.29$1.32$0.96$3.83$3.85$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.63$0.65$0.98$3.53$3.66$0.13
2012Summary only. Only limited summary data is available for this year.$1.75$0.64$1.11$3.52$3.57$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.76$0.42$1.34$3.34
Peer Organizations

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