Civic Intelligence

Bef Inc

990 • Fiscal year 2013 • EIN 23-7439469

Jan 01, 2013 to Dec 31, 2013 • Filed on Nov 13, 2014

Organization ProfileWWW.THEOAKSOFCLEARWATER.COM
420 Bay Avenue33756

(727) 445-4700

Siviq Scores

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

Liabilities / Assets

95th percentile

1.07x

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

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

86th percentile

2.07x

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

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Net Margin

63rd percentile

7.6%

Higher net margin than 63% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

14th percentile

$12,121

Higher top officer pay than 14% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2013

Asset Growth

13th percentile

-5.7%

Faster asset growth than 13% of similar nonprofits.

2013 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets95th percentile

Assets

Down

$24,409,161

Down $1,486,298 (-5.7%) from 2012

Net Assets

Up

-$1,815,293

Up $968,739 (+35%) from 2012

Liabilities

Down

$26,224,454

Down $2,455,037 (-8.6%) from 2012

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin63rd percentile

Revenue

$12,690,609

No earlier filing loaded for comparison.

Expenses

Up

$11,721,870

Up $701,690 (+6.4%) from 2012

Net Income

$968,739

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth13th percentile

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

$40M$30M$20M$10M$0-$10MAssets 2010: $27,018,396Liabilities 2010: $31,579,213Net Assets 2010: -$4,560,8172010Assets 2011: $27,172,717Liabilities 2011: $30,897,671Net Assets 2011: -$3,724,9542011Assets 2012: $25,895,459Liabilities 2012: $28,679,491Net Assets 2012: -$2,784,0322012Assets 2013: $24,409,161Liabilities 2013: $26,224,454Net Assets 2013: -$1,815,2932013Assets 2018: $610,617Liabilities 2018: $3,126Net Assets 2018: $607,4912018Assets 2019: $442,877Liabilities 2019: $1,734Net Assets 2019: $441,1432019Assets 2020: $274,263Liabilities 2020: $4,800Net Assets 2020: $269,4632020Assets 2021: $143,082Liabilities 2021: $350Net Assets 2021: $142,7322021

Highlighted filing

2013

Assets$24,409,161
Liabilities$26,224,454
Net Assets-$1,815,293
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $10,387,4572010Expenses 2011: $10,661,1982011Expenses 2012: $11,020,1802012Revenue 2013: $12,690,609Expenses 2013: $11,721,870Net Income 2013: $968,7392013Revenue 2018: $5,000Expenses 2018: $205,482Net Income 2018: -$200,4822018Revenue 2019: $3,105Expenses 2019: $169,453Net Income 2019: -$166,3482019Revenue 2020: $1,920Expenses 2020: $173,600Net Income 2020: -$171,6802020Revenue 2021: $12,651Expenses 2021: $139,382Net Income 2021: -$126,7312021

Highlighted filing

2013

Revenue$12,690,609
Expenses$11,721,870
Net Income$968,739
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Nov 13, 2014
Return Version
2013v3.1
Gross Receipts
$12,690,609
Mission and Program Overview

Mission

Provide continuous care and services in a retirement community offering housing, security, health care, and other services to the elderly and to those who are no longer able to care for themselves.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$22,150,972$21,718,404▼ $432,568
Savings and Temporary Cash Investments$1,727,397$1,679,459▼ $47,938
Intangible Assets$617,212--
Accounts Receivable$581,611$531,594▼ $50,017
Prepaid Expenses and Deferred Charges$201,931$167,041▼ $34,890
Cash and Non-Interest-Bearing Accounts$83,129$160,734▲ $77,605
Inventories for Sale or Use$31,456$41,142▲ $9,686
Investments Program Related$10,466$10,561▲ $95
Total Assets$25,895,459$24,409,161▼ $1,486,298
Other Assets Total$491,285$100,226▼ $391,059
Liabilities
Tax Exempt Bond Liabilities$14,820,000--
Other Liabilities$92,942$12,879,050▲ $12,786,108
Mortgage Notes Payable Secured by Investment Property$13,001,925$12,748,546▼ $253,379
Accounts Payable and Accrued Expenses$674,277$596,858▼ $77,419
Unsecured Notes Loans Payable$90,347--
Total Liabilities$28,679,491$26,224,454▼ $2,455,037
Net Assets / Fund Balance
Unrestricted Net Assets$-2,784,032$-1,815,293▲ $968,739
Total Net Assets Fund Balance$-2,784,032$-1,815,293▲ $968,739
Total Liabilities and Net Assets / Fund Balance$25,895,459$24,409,161▼ $1,486,298

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$10,377,536$6,378,386$16,755,922
Land$11,125,482-$11,125,482
Equipment$215,386$2,018,373$2,233,759
Compensation and Service Providers
Top Officer Pay14th percentile

Employees

NameTitleOtherTotal
David C JonesAs$12,121$12,121

Board Members and Trustees

NameTitle
Mark WaterburyBm
William BrownD
Robert JohnsonS

Highest Paid Contractors

ContractorServicesLocationCompensation
Tjm Property Management INCManagement Co.-$365,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$12,662,477
Investment Income
$28,132
Other Revenue
$0
Change in Net Assets
$968,739
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,841,155
Salaries, Compensation, and Employee Benefits$4,880,715
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,098,828$289,359-$4,388,187
Occupancy$2,272,858--$2,272,858
Depreciation Depletion$705,378$643,159-$1,348,537
All Other Expenses$927,445$32,110-$959,555
Fees for Services Management-$365,000-$365,000
Other Expenses$320,690$74,522-$320,690
Other Employee Benefits$208,906$39,860-$248,766
Payroll Taxes$221,274$22,488-$243,762
Office Expenses$63,736$16,511-$80,247
Advertising$40,263--$40,263
Fees for Services Other-$30,939-$30,939
Fees for Services Accounting-$14,800-$14,800
Travel$10,661$1,856-$12,517
Fees for Services Legal-$8,732-$8,732
Information Technology$3,640--$3,640
Interest-$2,618-$2,618
Conferences and Meetings$928$150-$1,078
Total Functional Expenses$10,179,766$1,542,104$0$11,721,870
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
David C JonesDirector/mgr.Mgmt. Co. EmployeeNo$12,121
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Advance - Sale$12,820,000
Tenant Security Deposits$59,050
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
Yes
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
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

“Effective january 1, 2008, management of the organization has been delegated to a management company.”

Form 990, Page 6, Part VI, Line 11B

“The tax return is reviewed and approved by a member of the board of directors before filed with the internal revenue service.”

Form 990, Page 6, Part VI, Line 12C

“Enforcement of the conflict of interest policy occurs through an annual review of the policy at a meeting of the board of directors, including discussions of various possible violations and appropriate actions to correct any violations.”

Form 990, Page 6, Part VI, Line 15A

“Compensation of the vp of operations (top management official) is reviewed annually by the board of directors.”

Form 990, Page 6, Part VI, Line 19

“All marketing literature provided to prospective residents and other interested parties includes a statement that governing documents are available upon request.”

Filing and Contact Details

Filer

EIN
23-7439469
Phone
7274454700

Signing Officer

Name
David C Jones
Title
Director
Phone
7274454700
Signed
2014-11-13
Discuss with paid preparer
Yes

Organization Details

Formed
1975
Legal Domicile
Fl
Voting Board Members
4
Independent Board Members
3
Employees
371

Preparer

Preparer
Robert M Weldon CPA
Phone
7277962002
Raw XML Appendix399 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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IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt033093
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt030774
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt032013
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt024651
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0149990
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt028132
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt025483
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt021613
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt023746
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt025731
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0124705
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99780
IRS990ScheduleA/PublicSupportPY509Pct00.99690
IRS990ScheduleA/PublicSupportTotal509Amt057553865
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt012662477
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt011935619
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt011475448
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt010544516
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt010935805
IRS990ScheduleA/Total509Grp/TotalAmt057553865
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt012690609
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt011961102
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt011497061
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt010568262
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt010961536
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt057678570
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt010377536
IRS990ScheduleD/BuildingsGrp/DepreciationAmt06378386
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt016755922
IRS990ScheduleD/EquipmentGrp/BookValueAmt0215386
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02018373
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02233759
IRS990ScheduleD/LandGrp/BookValueAmt011125482
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt011125482
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt012820000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt159050
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ADVANCE - SALE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1TENANT SECURITY DEPOSITS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt021718404
IRS990ScheduleD/TotalLiabilityAmt012879050
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0DAVID C JONES
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0DIRECTOR/MGR.
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt012121
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0MGMT. CO. EMPLOYEE
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EFFECTIVE JANUARY 1, 2008, MANAGEMENT OF THE ORGANIZATION HAS BEEN DELEGATED TO A MANAGEMENT COMPANY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TAX RETURN IS REVIEWED AND APPROVED BY A MEMBER OF THE BOARD OF DIRECTORS BEFORE FILED WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ENFORCEMENT OF THE CONFLICT OF INTEREST POLICY OCCURS THROUGH AN ANNUAL REVIEW OF THE POLICY AT A MEETING OF THE BOARD OF DIRECTORS, INCLUDING DISCUSSIONS OF VARIOUS POSSIBLE VIOLATIONS AND APPROPRIATE ACTIONS TO CORRECT ANY VIOLATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION OF THE VP OF OPERATIONS (TOP MANAGEMENT OFFICIAL) IS REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL MARKETING LITERATURE PROVIDED TO PROSPECTIVE RESIDENTS AND OTHER INTERESTED PARTIES INCLUDES A STATEMENT THAT GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt014820000
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt025895459
IRS990/TotalAssetsEOYAmt024409161
IRS990/TotalAssetsGrp/BOYAmt025895459
IRS990/TotalAssetsGrp/EOYAmt024409161
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt0371
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01542104
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt010179766
IRS990/TotalFunctionalExpensesGrp/TotalAmt011721870
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt028679491
IRS990/TotalLiabilitiesEOYAmt026224454
IRS990/TotalLiabilitiesGrp/BOYAmt028679491
IRS990/TotalLiabilitiesGrp/EOYAmt026224454
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-2784032
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-1815293
IRS990/TotalProgramServiceExpensesAmt010179766
IRS990/TotalProgramServiceRevenueAmt012662477
IRS990/TotalRevenueGrp/ExclusionAmt057591
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt012633018
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt012690609
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt025895459
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt024409161
IRS990/TotReportableCompRltdOrgAmt012121
IRS990/TravelGrp/ManagementAndGeneralAmt01856
IRS990/TravelGrp/ProgramServicesAmt010661
IRS990/TravelGrp/TotalAmt012517
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0-2784032
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0-1815293
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt090347
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0WWW.THEOAKSOFCLEARWATER.COM
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID C JONES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum07274454700
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine10BEF INC
ReturnHeader/Filer/BusinessNameControlTxt0BEFI
ReturnHeader/Filer/EIN0237439469
ReturnHeader/Filer/PhoneNum07274454700
ReturnHeader/Filer/USAddress/AddressLine10420 BAY AVENUE
ReturnHeader/Filer/USAddress/City0CLEARWATER
ReturnHeader/Filer/USAddress/State0FL
ReturnHeader/Filer/USAddress/ZIPCode033756
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0593259266
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10LOWERY WELDON & COMPANY CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10129 6TH AVENUE NORTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0SAFETY HARBOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0346953532
ReturnHeader/PreparerPersonGrp/PhoneNum07277962002
ReturnHeader/PreparerPersonGrp/PreparationDt02014-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROBERT M WELDON CPA
ReturnHeader/ReturnTs02014-11-14T14:18:37-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$24,409,161
Liabilities
$26,224,454
Net assets
-$1,815,293
Revenue
$12,690,609
Expenses
$11,721,870
Net income
$968,739
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$0.14$0.00$0.14$0.01$0.14$0.13
2020Detailed filing. Detailed filing data is available for this year.$0.27$0.00$0.27$0.00$0.17$0.17
2019Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.00$0.17$0.17
2018Detailed filing. Detailed filing data is available for this year.$0.61$0.00$0.61$0.01$0.21$0.20
2013Detailed filing. Detailed filing data is available for this year.$24.4$26.2$1.82$12.7$11.7$0.97
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.9$28.7$2.78$11.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.2$30.9$3.72$10.7
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.0$31.6$4.56$10.4