Civic Intelligence

Balfour Beatty Communities

EIN 26-1436372 • 501(c)3 • Malvern, PA

Profile

The balfour beatty communities foundation is a non-profit organization that principally focuses on supporting the post-secondary educational goals of residents that live in communities affiliated with balfour beatty communities, llc. The foundation has also committed to honoring military personnel - active, wounded, and fallen - by supporting similar organizations that assist military service members and their families.

1 Country View RoadMalvern, PA 19355

bbcommunitiesfoundation.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

37th percentile

0.02x

Higher debt load relative to assets than 37% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

65th percentile

0.19x

Higher debt load relative to revenue than 65% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

89th percentile

48%

Higher net margin than 89% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

69th percentile

12%

Faster asset growth than 69% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Revenue Growth

55th percentile

9.8%

Faster revenue growth than 55% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Assets

Up

$2,948,237

Up $422,060 (+17%) from 2023

Liabilities

Up

$58,253

Up $40,356 (+225%) from 2023

Net Assets

Up

$2,889,984

Up $381,704 (+15%) from 2023

Revenue

Up

$308,079

Up $247,407 (+408%) from 2023

Expenses

Up

$160,803

Up $18,148 (+13%) from 2023

Net Income

Up

$147,276

Up $229,259 (+280%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2012: $669,925Liabilities 2012: $22,483Net Assets 2012: $647,4422012Assets 2013: $841,863Liabilities 2013: $11,568Net Assets 2013: $830,2952013Assets 2014: $1,035,281Liabilities 2014: $7,500Net Assets 2014: $1,027,7812014Assets 2015: $1,223,884Liabilities 2015: $7,500Net Assets 2015: $1,216,3842015Assets 2016: $1,487,560Liabilities 2016: $9,040Net Assets 2016: $1,478,5202016Assets 2017: $1,751,655Liabilities 2017: $31,501Net Assets 2017: $1,720,1542017Assets 2018: $1,847,148Liabilities 2018: $15,002Net Assets 2018: $1,832,1462018Assets 2019: $2,246,168Liabilities 2019: $7,502Net Assets 2019: $2,238,6662019Assets 2020: $2,418,887Liabilities 2020: $71,501Net Assets 2020: $2,347,3862020Assets 2021: $2,668,645Liabilities 2021: $69,620Net Assets 2021: $2,599,0252021Assets 2022: $2,353,643Liabilities 2022: $109,429Net Assets 2022: $2,244,2142022Assets 2023: $2,526,177Liabilities 2023: $17,897Net Assets 2023: $2,508,2802023Assets 2024: $2,948,237Liabilities 2024: $58,253Net Assets 2024: $2,889,9842024

Highlighted filing

2024

Assets$2,948,237
Liabilities$58,253
Net Assets$2,889,984

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KExpenses 2012: $267,8732012Revenue 2013: $260,502Expenses 2013: $88,928Net Income 2013: $171,5742013Revenue 2014: $277,691Expenses 2014: $89,286Net Income 2014: $188,4052014Revenue 2015: $283,224Expenses 2015: $85,453Net Income 2015: $197,7712015Revenue 2016: $348,144Expenses 2016: $105,290Net Income 2016: $242,8542016Revenue 2017: $327,273Expenses 2017: $138,519Net Income 2017: $188,7542017Revenue 2018: $429,600Expenses 2018: $195,893Net Income 2018: $233,7072018Revenue 2019: $421,891Expenses 2019: $164,329Net Income 2019: $257,5622019Revenue 2020: $140,305Expenses 2020: $176,880Net Income 2020: -$36,5752020Revenue 2021: $420,022Expenses 2021: $143,136Net Income 2021: $276,8862021Revenue 2022: $255,477Expenses 2022: $155,516Net Income 2022: $99,9612022Revenue 2023: $60,672Expenses 2023: $142,655Net Income 2023: -$81,9832023Revenue 2024: $308,079Expenses 2024: $160,803Net Income 2024: $147,2762024

Highlighted filing

2024

Revenue$308,079
Expenses$160,803
Net Income$147,276

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.0
Gross Receipts
$620,337
Mission and Program Overview

Mission

The balfour beatty communities foundation is a non-profit organization that principally focuses on supporting the post-secondary educational goals of residents that live in communities affiliated with balfour beatty communities, llc. The foundation has also committed to honoring military personnel - active, wounded, and fallen - by supporting similar organizations that assist military service members and their families.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,987,299$2,227,160▲ $239,861
Savings and Temporary Cash Investments$139,828$429,104▲ $289,276
Cash and Non-Interest-Bearing Accounts$384,050$235,015▼ $149,035
Prepaid Expenses and Deferred Charges$15,000$56,958▲ $41,958
Total Assets$2,526,177$2,948,237▲ $422,060
Liabilities
Deferred Revenue-$41,000-
Accounts Payable and Accrued Expenses$17,897$17,253▼ $644
Total Liabilities$17,897$58,253▲ $40,356
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$2,508,280$2,889,984▲ $381,704
Total Net Assets Fund Balance$2,508,280$2,889,984▲ $381,704
Total Liabilities and Net Assets / Fund Balance$2,526,177$2,948,237▲ $422,060
Compensation and Service Providers

Board Members and Trustees

NameTitle
G Scott RafshoonDirector
Gordon DanielsDirector
Christopher WilliamsDirector & Presi
Denise HubleyDirector & VP
Kathleen GrimDirector & VP
Sally CarlinAssistant Se
Leslie CohnDir., VP & S
Linda BradleyDir., VP & T
Katie RichardsonVice Preside
Maureen OmrodVice Preside
Mike PriceVice Preside
Marina DikosVP
Sarah BittoVP & Asst. T
Revenue and Support

Revenue Composition

Contributions and Grants
$342,949
Program Service Revenue
$0
Investment Income
$74,583
Other Revenue
$-109,453
All Other Contributions
$17,800
Change in Net Assets
$147,276

Audited Revenue Reconciliation

Revenue per Audited Statements
$308,079
Revenue Not Reported on Form 990
$234,428
Total Revenue per Audited Statements
$542,507
Total Revenue per Form 990
$308,079
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$127,375
Other Expenses$33,428
Total Fundraising Expense$1,030
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$117,375--$117,375
Grants to Domestic Orgs$10,000--$10,000
Fees for Services Accounting-$9,000-$9,000
Other Expenses-$2,491-$2,491
Insurance-$1,228-$1,228
Advertising--$1,030$1,030
Total Functional Expenses$127,375$32,398$1,030$160,803

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$160,803
Total Expenses per Audited Statements$160,803
Total Expenses per Form 990$160,803
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$295,804
Fundraising Gross Income$186,351
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Outing Exp$511,500$186,351$294,338$-107,987
Total Events$511,500$186,351$295,804$-109,453
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

Balfour beatty communities christopher williams balfour beatty communities kathleen grim balfour beatty communities leslie cohn balfour beatty communities linda bradley balfour beatty communities sarah bitto balfour beatty communities maureen omrod balfour beatty communities mike price balfour beatty communities katie richardson balfour beatty communities

Form 990, Page 6, Part VI, Line 9

G. Scott rafshoon 1230 peachtree street atlanta, ga 30309 gordon daniels 1835 market street philadelphia, pa 19103

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

Copy of the 990 was disbursed electronically to all board members for review prior to filing.

Form 990, Page 6, Part VI, Line 19

The foundation's documents are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Balfour Beatty Communities
EIN
26-1436372
Phone
6103558100
Address
1 COUNTRY VIEW ROAD, MALVERN, PA 19355

Signing Officer

Name
Sarah Bitto
Title
VP & Asst. Treasurer
Phone
6103558100
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marina Dikos
Formed
2007
Legal Domicile
Pa
Voting Board Members
13
Independent Board Members
13
Employees
0
Volunteers
13

Preparer

Firm
PKF O'CONNOR DAVIES ADVISORY LLC
Address
2 CAMPUS BLVD STE 220, NEWTOWN SQUARE, PA 19073
Preparer
Joseph J Farace
Phone
6103534610
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The balfour beatty communities foundation is a non-profit organization that principally focuses on supporting the post-secondary educational goals of residents that live in communities affiliated with balfour beatty communities, llc. The foundation has also committed to honoring military personnel - active, wounded, and fallen - by supporting similar organizations that assist military service members and their families.

Financial Statement Notes

Schedule D, Page 3, Part X

Management has determined that there are no uncertain tax positions that would require recognition in the financial statements. If the foundation were to incur any income tax liability in the future, interest on any income tax liability would be reported as interest expense, and penalties on any income tax would be reported as income taxes. Management's conclusions regarding uncertain tax positions may be subject to review and adjustment at a later date based on ongoing analysis of tax laws, regulations, and interpretations thereof as well as other factors. Generally, federal, state, and local authorities may examine the foundation's tax returns for three years from the filing date and the current and prior three years remain subject to examination as of 12/31/24.

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0MANAGEMENT HAS DETERMINED THAT THERE ARE NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. IF THE FOUNDATION WERE TO INCUR ANY INCOME TAX LIABILITY IN THE FUTURE, INTEREST ON ANY INCOME TAX LIABILITY WOULD BE REPORTED AS INTEREST EXPENSE, AND PENALTIES ON ANY INCOME TAX WOULD BE REPORTED AS INCOME TAXES. MANAGEMENT'S CONCLUSIONS REGARDING UNCERTAIN TAX POSITIONS MAY BE SUBJECT TO REVIEW AND ADJUSTMENT AT A LATER DATE BASED ON ONGOING ANALYSIS OF TAX LAWS, REGULATIONS, AND INTERPRETATIONS THEREOF AS WELL AS OTHER FACTORS. GENERALLY, FEDERAL, STATE, AND LOCAL AUTHORITIES MAY EXAMINE THE FOUNDATION'S TAX RETURNS FOR THREE YEARS FROM THE FILING DATE AND THE CURRENT AND PRIOR THREE YEARS REMAIN SUBJECT TO EXAMINATION AS OF 12/31/24.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS IS RESPONSIBLE FOR BOTH APPROVING GRANTS AND FOR MONITORING THE USE OF GRANT FUNDS.
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt1PART III, LINE 1, COLUMN (B): THE ACTUAL NUMBER OF GRANT RECIPIENTS (43) IS LISTED.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE I, PAGE 4, PART IV
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BALFOUR BEATTY COMMUNITIES FOUNDATION IS A NON-PROFIT ORGANIZATION THAT PRINCIPALLY FOCUSES ON SUPPORTING THE POST-SECONDARY EDUCATIONAL GOALS OF RESIDENTS THAT LIVE IN COMMUNITIES AFFILIATED WITH BALFOUR BEATTY COMMUNITIES, LLC. THE FOUNDATION HAS ALSO COMMITTED TO HONORING MILITARY PERSONNEL - ACTIVE, WOUNDED, AND FALLEN - BY SUPPORTING SIMILAR ORGANIZATIONS THAT ASSIST MILITARY SERVICE MEMBERS AND THEIR FAMILIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BALFOUR BEATTY COMMUNITIES CHRISTOPHER WILLIAMS BALFOUR BEATTY COMMUNITIES KATHLEEN GRIM BALFOUR BEATTY COMMUNITIES LESLIE COHN BALFOUR BEATTY COMMUNITIES LINDA BRADLEY BALFOUR BEATTY COMMUNITIES SARAH BITTO BALFOUR BEATTY COMMUNITIES MAUREEN OMROD BALFOUR BEATTY COMMUNITIES MIKE PRICE BALFOUR BEATTY COMMUNITIES KATIE RICHARDSON BALFOUR BEATTY COMMUNITIES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2G. SCOTT RAFSHOON 1230 PEACHTREE STREET ATLANTA, GA 30309 GORDON DANIELS 1835 MARKET STREET PHILADELPHIA, PA 19103
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COPY OF THE 990 WAS DISBURSED ELECTRONICALLY TO ALL BOARD MEMBERS FOR REVIEW PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FOUNDATION'S DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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