Civic Intelligence

Bethany Community Services Inc.

990 • Fiscal year 2021 • EIN 23-7013464

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 25, 2022

Organization Profilewww.bethanycommunities.org

View Organization Page

10 Phoenix RowHaverhill, MA 01832

(978) 374-2160

Siviq Scores

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

Liabilities / Assets

81st percentile

0.63x

Higher debt load relative to assets than 81% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

86th percentile

1.73x

Higher debt load relative to revenue than 86% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Net Margin

96th percentile

80%

Higher net margin than 96% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

57th percentile

$273,285

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 2.3% of source-year revenue.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2021

Asset Growth

99th percentile

800%

Faster asset growth than 99% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

97th percentile

439%

Faster revenue growth than 97% of similar nonprofits.

2021 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$33,080,393

Up $29,406,031 (+800%) from 2020

Net Assets

Up

$12,354,254

Up $10,089,306 (+445%) from 2020

Liabilities

Up

$20,726,139

Up $19,316,725 (+1371%) from 2020

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin96th percentile

Revenue

Up

$11,977,619

Up $9,756,738 (+439%) from 2020

Expenses

Up

$2,375,975

Up $307,168 (+15%) from 2020

Net Income

Up

$9,601,644

Up $9,449,570 (+6214%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$60M$40M$20M$0Assets 2010: $2,664,362Liabilities 2010: $909,458Net Assets 2010: $1,754,9042010Assets 2011: $2,842,057Liabilities 2011: $1,003,744Net Assets 2011: $1,838,3132011Assets 2012: $2,511,679Liabilities 2012: $577,183Net Assets 2012: $1,934,4962012Assets 2013: $2,648,044Liabilities 2013: $664,315Net Assets 2013: $1,983,7292013Assets 2014: $2,503,319Liabilities 2014: $691,243Net Assets 2014: $1,812,0762014Assets 2015: $2,261,736Liabilities 2015: $992,999Net Assets 2015: $1,268,7372015Assets 2016: $2,586,686Liabilities 2016: $772,789Net Assets 2016: $1,813,8972016Assets 2017: $2,662,348Liabilities 2017: $617,192Net Assets 2017: $2,045,1562017Assets 2018: $2,760,877Liabilities 2018: $632,581Net Assets 2018: $2,128,2962018Assets 2019: $2,855,952Liabilities 2019: $819,956Net Assets 2019: $2,035,9962019Assets 2020: $3,674,362Liabilities 2020: $1,409,414Net Assets 2020: $2,264,9482020Assets 2021: $33,080,393Liabilities 2021: $20,726,139Net Assets 2021: $12,354,2542021Assets 2022: $45,392,921Liabilities 2022: $32,947,182Net Assets 2022: $12,445,7392022Assets 2023: $58,322,379Liabilities 2023: $45,596,063Net Assets 2023: $12,726,3162023Assets 2024: $51,684,317Liabilities 2024: $33,092,396Net Assets 2024: $18,591,9212024

Highlighted filing

2021

Assets$33,080,393
Liabilities$20,726,139
Net Assets$12,354,254
Open 2021 Filing

Operations Trend

Revenue Growth97th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $1,410,3272010Expenses 2011: $1,405,6432011Expenses 2012: $1,523,1692012Revenue 2013: $1,316,269Expenses 2013: $1,375,037Net Income 2013: -$58,7682013Revenue 2014: $1,435,896Expenses 2014: $1,633,901Net Income 2014: -$198,0052014Revenue 2015: $1,615,145Expenses 2015: $2,158,484Net Income 2015: -$543,3392015Revenue 2016: $1,986,775Expenses 2016: $1,466,887Net Income 2016: $519,8882016Revenue 2017: $1,778,926Expenses 2017: $1,605,352Net Income 2017: $173,5742017Revenue 2018: $2,219,119Expenses 2018: $2,091,284Net Income 2018: $127,8352018Revenue 2019: $2,073,205Expenses 2019: $2,022,267Net Income 2019: $50,9382019Revenue 2020: $2,220,881Expenses 2020: $2,068,807Net Income 2020: $152,0742020Revenue 2021: $11,977,619Expenses 2021: $2,375,975Net Income 2021: $9,601,6442021Revenue 2022: $3,315,011Expenses 2022: $2,428,225Net Income 2022: $886,7862022Revenue 2023: $6,540,129Expenses 2023: $7,090,986Net Income 2023: -$550,8572023Revenue 2024: $11,988,685Expenses 2024: $8,259,757Net Income 2024: $3,728,9282024

Highlighted filing

2021

Revenue$11,977,619
Expenses$2,375,975
Net Income$9,601,644
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 25, 2022
Return Version
2021v4.1
Gross Receipts
$13,334,390
Mission and Program Overview

Mission

Provide services to the elderly

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$413,920$16,409,118▲ $15,995,198
Savings and Temporary Cash Investments$1,040,186$10,586,646▲ $9,546,460
Investments in Publicly Traded Securities$1,187,050$1,346,352▲ $159,302
Accounts Receivable$201,234$322,408▲ $121,174
Prepaid Expenses and Deferred Charges$31,427$135,438▲ $104,011
Investments Other Securities$54,171$488▼ $53,683
Pledges and Grants Receivable$0--
Total Assets$3,674,362$33,080,393▲ $29,406,031
Other Assets Total$746,374$4,279,943▲ $3,533,569
Liabilities
Mortgage Notes Payable Secured by Investment Property$1,040,093$20,016,036▲ $18,975,943
Accounts Payable and Accrued Expenses$176,768$484,607▲ $307,839
Escrow Account Liability$93,965$174,539▲ $80,574
Other Liabilities$98,588$50,957▼ $47,631
Total Liabilities$1,409,414$20,726,139▲ $19,316,725
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,068,043$12,084,427▲ $10,016,384
Net Assets With Donor Restrictions$196,905$269,827▲ $72,922
Total Net Assets Fund Balance$2,264,948$12,354,254▲ $10,089,306
Total Liabilities and Net Assets / Fund Balance$3,674,362$33,080,393▲ $29,406,031

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$11,915,460$1,033,939$12,949,399
Land$4,385,156-$4,385,156
Other Land Buildings$75,193$178,304$253,497
Equipment$33,309$125,873$159,182
Other Assets Org$3,265,868--
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-President and CEOFT$238,463$34,822$273,285
Jered Stewart--$184,641$88,644$273,285

Board Members and Trustees

NameTitle
Diane ShikrallahChair
-Director
-Clerk
Jered StewartTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Allegrone ConstructionConstruction126 LEWIS WHARF, Boston, MA 02110$1,932,351
Davis Square ArchitectsArchitect Services240A ELM STREET, Somervile, MA 02144$193,586
Revenue and Support

Revenue Composition

Contributions and Grants
$9,858,743
Program Service Revenue
$1,728,840
Investment Income
$1,377
Other Revenue
$388,659
All Other Contributions
$9,616,843
Change in Net Assets
$9,601,644

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,974,024
Revenue Not Reported on Financial Statements
$3,595
Revenue Not Reported on Form 990
$1,106,428
Total Revenue per Audited Statements
$13,080,452
Total Revenue per Form 990
$11,977,619
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,722,195
Other Expenses$653,780
Total Fundraising Expense$80,647
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Comp Disqual Persons$669,163$450,002$68,824$1,187,989
Current Officers, Directors, Trustees, and Key Employees$33,385$205,078$0$238,463
Other Employee Benefits$79,103$95,772$1,356$176,231
Office Expenses$15,888$106,600$564$123,052
Payroll Taxes$70,132$33,442$5,979$109,553
Depreciation Depletion$42,053$28,810$3,327$74,190
All Other Expenses$54,629$5,746$0$60,375
Insurance$53,058$5,679$0$58,737
Occupancy$23,384$28,668$0$52,052
Information Technology$0$33,399$0$33,399
Other Expenses$14,271$0$0$14,271
Interest$7,543$5,168$597$13,308
Fees for Services Accounting$0$12,500$0$12,500
Pension Plan Contributions$0$9,959$0$9,959
Advertising$0$5,920$0$5,920
Fees for Service Investment Mgmnt Fees$0$3,595$0$3,595
Fees for Services Legal$0$1,965$0$1,965
Total Functional Expenses$1,263,025$1,032,303$80,647$2,375,975

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,352,615
Total Expenses per Form 990$2,375,975
Expenses per Audited Statements$2,372,380
Expenses Not Reported on Form 990$980,235
Expenses Not Reported on Financial Statements$3,595
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$14,990
Fundraising Gross Income$14,284
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
Accrued Deferred Compensation$49,687
Due to Affiliates$1,270
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
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Bethany Community Services Inc
EIN
23-7013464
Phone
9783742160
Address
10 PHOENIX ROW, HAVERHILL, MA 01832

Signing Officer

Name
Jered Stewart
Title
President and CEO
Phone
9783742160
Signed
2022-04-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jered Stewart
Formed
1965
Legal Domicile
Ma
Voting Board Members
12
Independent Board Members
12
Employees
195
Volunteers
5

Preparer

Firm
Bernard Johnson & Company Pc
Address
15 MAIN STREET, TOPSFIELD, MA 01983
Preparer
Timothy F Hagan CPA
Phone
9788872220
Supplemental Narrative

Additional Explanations

Pt VI, Line 12C

“Management has new employees review the conflict of interest policy. Board of directors are required to complete conflict of interest statement annually.”

Pt VI, Line 15A

“The organization uses a pay scale to determine employee compensation”

Pt VI, Line 15B

“The organization uses a pay scale to determine employee compensation”

Pt VI, Line 11B

“Management reviews the form 990”

Pt VI, Line 19

“Documents are made available upon request as well at guidestar.org”

Pt XI

“The organization received a transfer of net assets as a result of newly formed single member llc's in the amount of $361,469.”

Financial Statement Notes

Pt XI, Line 4B

“DIRECT RENTAL EXPENSES”

Pt XII, Line 2D

“Direct fundraising expenses”

Pt IV, Line 2B

“The organization holds an escrow deposit for an affiliate organization”

Pt XII, Line 4B

“DIRECT RENTAL EXPENSES”

Pt XI, Line 2D

“Direct fundraising expenses”

Raw XML AppendixShowing 400 of 710 raw XML fields

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/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
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IRS990/OtherExpensesGrp/ProgramServicesAmt314271
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IRS990/ProgSrvcAccomActy2Grp/Desc0PROVIDES 245 APARTMENTS TO ELDERLY AND LOW-INCOME INDIVIDUALS. RENTAL REVENUE OF $1,364,589 IS NETTED WITH DIRECT RENTAL EXPENSES OF $1,034,559.
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Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,080,393
Liabilities
$20,726,139
Net assets
$12,354,254
Revenue
$11,977,619
Expenses
$2,375,975
Net income
$9,601,644
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$51.7$33.1$18.6$12.0$8.26$3.73
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$58.3$45.6$12.7$6.54$7.09$0.55
2022Detailed filing. Detailed filing data is available for this year.$45.4$32.9$12.4$3.32$2.43$0.89
2021Detailed filing. Detailed filing data is available for this year.$33.1$20.7$12.4$12.0$2.38$9.60
2020Detailed filing. Detailed filing data is available for this year.$3.67$1.41$2.26$2.22$2.07$0.15
2019Detailed filing. Detailed filing data is available for this year.$2.86$0.82$2.04$2.07$2.02$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.76$0.63$2.13$2.22$2.09$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.66$0.62$2.05$1.78$1.61$0.17
2016Detailed filing. Detailed filing data is available for this year.$2.59$0.77$1.81$1.99$1.47$0.52
2015Detailed filing. Detailed filing data is available for this year.$2.26$0.99$1.27$1.62$2.16$0.54
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.50$0.69$1.81$1.44$1.63$0.20
2013Detailed filing. Detailed filing data is available for this year.$2.65$0.66$1.98$1.32$1.38$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.51$0.58$1.93$1.52
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.84$1.00$1.84$1.41
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.66$0.91$1.75$1.41