Liabilities / Assets
64th percentile
Higher debt load relative to assets than 64% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.02x
Liabilities / Revenue
97th percentile
Higher debt load relative to revenue than 97% of similar nonprofits.
Net Margin
1st percentile
Higher net margin than 1% of similar nonprofits.
Top Officer Pay
76th percentile
Higher top officer pay than 76% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
11th percentile
Faster asset growth than 11% of similar nonprofits.
Revenue Growth
30th percentile
Faster revenue growth than 30% of similar nonprofits.
Balance Sheet
Assets
Down$274,263
Down $168,614 (-38%) from 2019
Net Assets
Down$269,463
Down $171,680 (-39%) from 2019
Liabilities
Up$4,800
Up $3,066 (+177%) from 2019
Revenue And Expenses
Revenue
Down$1,920
Down $1,185 (-38%) from 2019
Expenses
Up$173,600
Up $4,147 (+2.4%) from 2019
Net Income
Down-$171,680
Down $5,332 (-3.2%) from 2019
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2020 to Dec 31, 2020
- Signed
- Nov 10, 2021
- Return Version
- 2020v4.0
- Gross Receipts
- $1,920
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.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| 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. | $172,350 | $173,600 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| DAVID C JONES | As | - | $0 | - | - |
| DAN R HORNE SR | P | - | $0 | - | - |
| WILLIAM BROWN | D | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Bef Inc
- EIN
- 23-7439469
- Phone
- 7274454700
- Address
- 420 BAY AVENUE, CLEARWATER, FL 33756
Signing Officer
- Name
- David C Jones
- Title
- As
- Phone
- 7274454700
- Signed
- 2021-11-10
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Lowery Weldon & Company Cpas
- Address
- 129 6TH AVENUE NORTH, SAFETY HARBOR, FL 34695-3532
- Preparer
- Robert M Weldon CPA
- Phone
- 7277962002
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 10
“Name: the oaks on the bay, llc address: 420 bay avenue clearwater, fl 33756 cash contribution: 172,350”
Form 990-ez, Part II, Line 26
“Accounts payable and accrued expenses 1,734 4,800”
Form 990-ez, Part III
“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.”
Form 990-ez, Part III, Line 28
“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.”
Raw XML Appendix141 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.
| Path | # | Value |
|---|---|---|
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 0 | DAVID C JONES |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 1 | DAN R HORNE SR |
| CompensationExplanation/CompensationExplanationGrp/PersonNm | 2 | WILLIAM BROWN |
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | KEVIN TAPP |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 7274454081 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 420 BAY AVENUE |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | CLEARWATER |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | FL |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 33756 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 442877 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 274263 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -171680 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 1250 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 442877 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 274263 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 172350 |
| IRS990EZ/GrossReceiptsAmt | 0 | 1920 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 1920 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 441143 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 269463 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 441143 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 269463 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 000.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | DAVID C JONES |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | DAN R HORNE SR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | WILLIAM BROWN |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | AS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | P |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | D |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | 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. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 172350 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 173600 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 1734 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 4800 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 173600 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 173600 |
| IRS990EZ/TotalRevenueAmt | 0 | 1920 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 61 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 61 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 1920 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 3105 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 5000 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 11946 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 12595 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 34566 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt | 0 | 1920 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt | 0 | 3105 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt | 0 | 5000 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 11946 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt | 0 | 12595 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 34566 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 1.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.24000 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.00180 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.75530 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 61 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsPY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 61 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 61 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 1920 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 3105 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 5000 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 11946 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 12656 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 34627 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | NAME: THE OAKS ON THE BAY, LLC ADDRESS: 420 BAY AVENUE CLEARWATER, FL 33756 CASH CONTRIBUTION: 172,350 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 1,734 4,800 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | 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. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART II, LINE 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III, LINE 28 |
| ReturnHeader/BuildTS | 0 | 2022-09-23 18:48:47Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | DAVID C JONES |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | AS |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7274454700 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2021-11-10 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | BEF INC |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | BEFI |
| ReturnHeader/Filer/EIN | 0 | 237439469 |
| ReturnHeader/Filer/PhoneNum | 0 | 7274454700 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 420 BAY AVENUE |
| ReturnHeader/Filer/USAddress/CityNm | 0 | CLEARWATER |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 33756 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 593259266 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | LOWERY WELDON & COMPANY CPAS |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 129 6TH AVENUE NORTH |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | SAFETY HARBOR |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | FL |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 346953532 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7277962002 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2021-11-11 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | ROBERT M WELDON CPA |
| ReturnHeader/ReturnTs | 0 | 2021-11-12T13:14:54-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | DAVID C |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | JONES |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2020-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2020-12-31 |
| ReturnHeader/TaxYr | 0 | 2020 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $274,263
- Liabilities
- $4,800
- Net assets
- $269,463
- Revenue
- $1,920
- Expenses
- $173,600
- Net income
- -$171,680