Liabilities / Assets
59th percentile
Higher debt load relative to assets than 59% of similar nonprofits.
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
70th percentile
Higher debt load relative to revenue than 70% of similar nonprofits.
Net Margin
2nd percentile
Higher net margin than 2% of similar nonprofits.
Top Officer Pay
77th percentile
Higher top officer pay than 77% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
9th percentile
Faster asset growth than 9% of similar nonprofits.
Revenue Growth
97th percentile
Faster revenue growth than 97% of similar nonprofits.
Balance Sheet
Assets
Down$143,082
Down $131,181 (-48%) from 2020
Net Assets
Down$142,732
Down $126,731 (-47%) from 2020
Liabilities
Down$350
Down $4,450 (-93%) from 2020
Revenue And Expenses
Revenue
Up$12,651
Up $10,731 (+559%) from 2020
Expenses
Down$139,382
Down $34,218 (-20%) from 2020
Net Income
Up-$126,731
Up $44,949 (+26%) from 2020
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2021 to Dec 31, 2021
- Signed
- Oct 27, 2022
- Return Version
- 2021v4.0
- Gross Receipts
- $12,651
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. | $138,132 | $139,382 |
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
- 2022-10-27
- 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 8
“Interest on savings 751 total 751”
Form 990-ez, Part I, Line 10
“Name: the oaks on the bay, llc address: 420 bay avenue clearwater, fl 33756 cash contribution: 138,132”
Form 990-ez, Part II, Line 26
“Accounts payable and accrued expenses 4,800 350”
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 Appendix139 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 |
|---|---|---|
| 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 | 274263 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 143082 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 11900 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -126731 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 1250 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 274263 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 143082 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 138132 |
| IRS990EZ/GrossReceiptsAmt | 0 | 12651 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 269463 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 142732 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 269463 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 142732 |
| 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/OtherRevenueTotalAmt | 0 | 751 |
| 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 | 138132 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 139382 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 4800 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 350 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TotalExpensesAmt | 0 | 139382 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 139382 |
| IRS990EZ/TotalRevenueAmt | 0 | 12651 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt | 0 | INTEREST ON SAVINGS - EXEMPT PURPOSE 22,722 |
| IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc | 0 | PART III, LINE 12 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 11900 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 11900 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt | 0 | 751 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt | 0 | 751 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00000 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 1.00000 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearAmt | 0 | 751 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus1YearAmt | 0 | 1920 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 3105 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 5000 |
| IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 11946 |
| IRS990ScheduleA/OtherIncome509Grp/TotalAmt | 0 | 22722 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.35760 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.00180 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 12651 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 12651 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 12651 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 13402 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 1920 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 3105 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 5000 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 11946 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 35373 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | INTEREST ON SAVINGS 751 TOTAL 751 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | NAME: THE OAKS ON THE BAY, LLC ADDRESS: 420 BAY AVENUE CLEARWATER, FL 33756 CASH CONTRIBUTION: 138,132 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | ACCOUNTS PAYABLE AND ACCRUED EXPENSES 4,800 350 |
| 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/ExplanationTxt | 4 | 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 8 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 10 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART II, LINE 26 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART III |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | 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 | 2022-10-27 |
| 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 | 2022-10-27 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | ROBERT M WELDON CPA |
| ReturnHeader/ReturnTs | 0 | 2022-11-03T17:08:14-04:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | DAVID C |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | JONES |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2021-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2021-12-31 |
| ReturnHeader/TaxYr | 0 | 2021 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2021 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $143,082
- Liabilities
- $350
- Net assets
- $142,732
- Revenue
- $12,651
- Expenses
- $139,382
- Net income
- -$126,731