Civic Intelligence

Bethany Community Services Inc.

990 • Fiscal year 2023 • EIN 23-7013464

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 11, 2024

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

85th percentile

0.78x

Higher debt load relative to assets than 85% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

95th percentile

6.97x

Higher debt load relative to revenue than 95% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Net Margin

20th percentile

-8.4%

Higher net margin than 20% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

42nd percentile

$311,327

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 4.8% of source-year revenue.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2023

Asset Growth

86th percentile

28%

Faster asset growth than 86% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

94th percentile

97%

Faster revenue growth than 94% of similar nonprofits.

2023 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$58,322,379

Up $12,929,458 (+28%) from 2022

Net Assets

Up

$12,726,316

Up $280,577 (+2.3%) from 2022

Liabilities

Up

$45,596,063

Up $12,648,881 (+38%) from 2022

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin20th percentile

Revenue

Up

$6,540,129

Up $3,225,118 (+97%) from 2022

Expenses

Up

$7,090,986

Up $4,662,761 (+192%) from 2022

Net Income

Down

-$550,857

Down $1,437,643 (-162%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth86th 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

2023

Assets$58,322,379
Liabilities$45,596,063
Net Assets$12,726,316
Open 2023 Filing

Operations Trend

Revenue Growth94th 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

2023

Revenue$6,540,129
Expenses$7,090,986
Net Income-$550,857
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 11, 2024
Return Version
2023v5.1
Gross Receipts
$7,082,788
Mission and Program Overview

Mission

Provide services to the elderly

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$29,273,808$43,499,553▲ $14,225,745
Investments in Publicly Traded Securities$9,282,098$8,729,117▼ $552,981
Savings and Temporary Cash Investments$1,256,225$1,903,414▲ $647,189
Accounts Receivable$176,065$263,989▲ $87,924
Prepaid Expenses and Deferred Charges$174,817$232,600▲ $57,783
Pledges and Grants Receivable$100,000$100,000→ $0
Total Assets$45,392,921$58,322,379▲ $12,929,458
Other Assets Total$5,129,908$3,593,706▼ $1,536,202
Liabilities
Mortgage Notes Payable Secured by Investment Property$31,934,953$43,671,941▲ $11,736,988
Accounts Payable and Accrued Expenses$807,638$1,684,840▲ $877,202
Escrow Account Liability$170,571$198,261▲ $27,690
Other Liabilities$34,020$41,021▲ $7,001
Total Liabilities$32,947,182$45,596,063▲ $12,648,881
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$11,165,688$11,313,583▲ $147,895
Net Assets With Donor Restrictions$1,280,051$1,412,733▲ $132,682
Total Net Assets Fund Balance$12,445,739$12,726,316▲ $280,577
Total Liabilities and Net Assets / Fund Balance$45,392,921$58,322,379▲ $12,929,458

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$38,862,922$2,313,981$41,176,903
Land$4,385,156-$4,385,156
Other Land Buildings$123,608$217,768$341,376
Equipment$127,867$136,178$264,045
Other Assets Org$746,428--
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jered StewartPresident and CEOFT$270,228$41,099$311,327
Jered Stewart--$200,239$111,088$311,327
James LynchCFOFT$125,376$77,346$202,722
James Lynch--$118,369$43,808$162,177
Luke MalbonSuperintendentFT$117,917$23,317$141,234

Board Members and Trustees

NameTitle
Katie VozeolasChair
Allison HeartquistDirector
Bill LalibertyDirector
Candy BrowerDirector
Diane ShikrallahDirector
Jim TraverDirector
Megan SheaDirector
Paul JohnsonDirector
Paul MagliocchettiDirector
Stephen CorcoranDirector
Thomas FaulknerDirector
Brian FarmerClerk
John DebaunTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Allegrone ConstructionConstruction150 Pittsfield Road, Lenox, MA 01240$10,283,454
C3 CommercialClerk of works313 Congress St 2nd Floor, Boston, MA 02210$153,984
Davis Square ArchitectsArchitect services240A Elm Street, Somerville, MA 02144$134,613
Northeast ComputerTechnology support143 Essex Street Suite 709, Haverhill, MA 01832$120,400
Revenue and Support

Revenue Composition

Contributions and Grants
$244,340
Program Service Revenue
$5,876,689
Investment Income
$413,516
Other Revenue
$5,584
All Other Contributions
$244,340
Change in Net Assets
$-550,857

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,515,195
Revenue Not Reported on Financial Statements
$24,934
Revenue Not Reported on Form 990
$877,134
Total Revenue per Audited Statements
$7,392,329
Total Revenue per Form 990
$6,540,129
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,112,913
Salaries, Compensation, and Employee Benefits$1,978,073
Total Fundraising Expense$90,454
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses$2,670,227$22,998$609$2,693,834
Other Salaries and Wages$834,078$422,985$75,743$1,332,806
Depreciation Depletion$901,696$41,682$4,372$947,750
Interest$878,233$5,644$593$884,470
Current Officers, Directors, Trustees, and Key Employees$39,117$240,290$0$279,407
Other Employee Benefits$65,804$165,075$1,796$232,675
Payroll Taxes$81,202$45,453$6,530$133,185
Office Expenses$21,496$93,868$0$115,364
Information Technology$0$101,566$0$101,566
Occupancy$40,253$36,101$811$77,165
Insurance$62,608$11,838$0$74,446
Other Expenses$12,246$25,589$0$37,835
Fees for Services Accounting$0$17,000$0$17,000
Fees for Services Management$0$5,105$0$5,105
Advertising$0$3,323$0$3,323
Fees for Services Legal$0$825$0$825
Total Functional Expenses$5,747,865$1,252,667$90,454$7,090,986

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$7,111,752
Expenses per Audited Statements$7,090,986
Total Expenses per Form 990$7,090,986
Expenses Not Reported on Form 990$20,766
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$6,070
Fundraising Direct Expenses$486
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$41,021
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
2024-10-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jered Stewart
Formed
1965
Legal Domicile
Ma
Voting Board Members
13
Independent Board Members
13
Employees
88
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 made a transfer of net assets to an affiliate in the amount of $20,280.”

Form 990, Part IX, Line 24E

“Direct rental expenses 2614302. 2614302. 0. 0.”

Form 990, Part IX, Line 24E

“Bad debts 6521. 3845. 2423. 253.”

Form 990, Part IX, Line 24E

“Adult foster care services 7253. 7253. 0. 0.”

Form 990, Part IX, Line 24E

“Supplies and misc 65758. 44827. 20575. 356.”

Financial Statement Notes

Pt XI, Line 2D

“Direct fundraising 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

“DONATIONS TO AFFILIATES”

Raw XML AppendixShowing 400 of 763 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/PersonNm14JAMES LYNCH
IRS990/Form990PartVIISectionAGrp/PersonNm15LUKE MALBON
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IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13PRESIDENT AND CEO
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IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1607761
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2546539

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$58,322,379
Liabilities
$45,596,063
Net assets
$12,726,316
Revenue
$6,540,129
Expenses
$7,090,986
Net income
-$550,857
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
2023Detailed filing. Detailed filing data is available for this year.$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
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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