Civic Intelligence

Beverlycare

990EZ • Fiscal year 2017 • EIN 47-1545656

Jul 01, 2016 to Jun 30, 2017 • Filed on May 14, 2018

1920 W Whittier BlvdMontebello, CA 90640

(323) 726-1222

Siviq Scores

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

Liabilities / Assets

96th percentile

1.59x

Higher debt load relative to assets than 96% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

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

Source year 2017

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$254,874

No earlier filing loaded for comparison.

Net Assets

-$150,307

No earlier filing loaded for comparison.

Liabilities

$405,181

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$150,307

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$10M$5.0M$0-$5.0MAssets 2017: $254,874Liabilities 2017: $405,181Net Assets 2017: -$150,3072017Assets 2018: $194,788Liabilities 2018: $605,441Net Assets 2018: -$410,6532018Assets 2019: $767,525Liabilities 2019: $2,225,233Net Assets 2019: -$1,457,7082019Assets 2020: $1,067,181Liabilities 2020: $3,988,541Net Assets 2020: -$2,921,3602020Assets 2021: $1,972,125Liabilities 2021: $5,409,914Net Assets 2021: -$3,437,7892021Assets 2022: $2,222,400Liabilities 2022: $5,729,969Net Assets 2022: -$3,507,5692022Assets 2023: $3,239,515Liabilities 2023: $6,172,511Net Assets 2023: -$2,932,9962023Assets 2024: $3,101,300Liabilities 2024: $531,096Net Assets 2024: $2,570,2042024

Highlighted filing

2017

Assets$254,874
Liabilities$405,181
Net Assets-$150,307

Operations Trend

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

$10M$5.0M$0-$5.0MExpenses 2017: $150,3072017Revenue 2018: $55,520Expenses 2018: $315,866Net Income 2018: -$260,3462018Revenue 2019: $517,318Expenses 2019: $1,833,640Net Income 2019: -$1,316,3222019Revenue 2020: $1,067,170Expenses 2020: $2,530,822Net Income 2020: -$1,463,6522020Revenue 2021: $2,642,388Expenses 2021: $3,158,817Net Income 2021: -$516,4292021Revenue 2022: $3,238,087Expenses 2022: $3,307,867Net Income 2022: -$69,7802022Revenue 2023: $4,320,912Expenses 2023: $3,746,339Net Income 2023: $574,5732023Revenue 2024: $9,863,443Expenses 2024: $4,360,243Net Income 2024: $5,503,2002024

Highlighted filing

2017

Revenue-
Expenses$150,307
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
May 14, 2018
Return Version
2016v3.0
Gross Receipts
$0
Mission and Program Overview

Mission

To create trusting relationships with our patients, by providing accessible, affordable, and individualized health care.

To provide healthcare services for low income individuals.

Program Services

DescriptionGrantsExpenses
The organization is formed for the purpose of providing healthcare services for low income individuals. The organization is currently in the process of structuring and ramping up activities surrounding their tax exempt purpose, which as of the end of the June 30, 2017 tax year have not yet been fully executed.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Daniel WayMember-$0--
Alice ChengChair-$0--
Goharik GabrielVice Chair-$0--
Sandra AcostaTreasurer-$0--
Rosemary OrozcoSecretary-$0--
Filing and Contact Details

Filer

Filer Name
BeverlyCare
EIN
47-1545656
Phone
3237261222
Address
1920 W Whittier Blvd, Montebello, CA 90640

Signing Officer

Name
Alice Cheng
Title
Chair
Phone
3237255095
Signed
2018-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Moss Adams LLP
Address
10960 Wilshire Blvd Suite 1100, Los Angeles, CA 90024
Preparer
Lauren A Haverlock
Phone
3104770450
Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16 - Other Expenses

Description: Legal Fees. Amount: 58,548. Description: Consulting Fees. Amount: 79,045. Description: Licenses and Taxes. Amount: 12,714. Total to Form 990-EZ, line 16: 150,307.

Form 990-EZ, Part II, Line 24 - Other Assets

Description: Deposit. Beg. of Year Amount: 0. End of Year Amount: 85,000. Description: Prepaid Expenses. Beg. of Year Amount: 0. End of Year Amount: 2,189. Description: Other Depreciable Assets. Beg. of Year Amount: 0. End of Year Amount: 2,685.

Form 990-EZ, Part II, Line 26 - Other Liabilities

Description: Notes Payable to BCHA. Beg. of Year Amount: 0. End of Year Amount: 405,181.

Form 990-EZ, Part V, Line 34:

The organization amended its bylaws during the June 30, 2017 tax year, the significant change to those amendment being the revision of the minimum number of members of the Board of Directors from three to five members.

Raw XML Appendix155 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/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Larry Pugh
IRS990EZ/BooksInCareOfDetail/PhoneNum03237261222
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0309 West Beverly Boulevard
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Montebello
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd090640
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt00
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0165000
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd01
IRS990EZ/CntrctRcvdGreaterThan100KCnt00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
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IRS990EZ/ExcessOrDeficitForYearAmt0-150307
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IRS990EZ/GrossReceiptsAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-150307
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt00
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-150307
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Daniel Way
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Alice Cheng
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Goharik Gabriel
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Sandra Acosta
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Rosemary Orozco
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Vice Chair
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Secretary
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt089874
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherEmployeePaidOver100kCnt00
IRS990EZ/OtherExpensesTotalAmt0150307
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0To provide healthcare services for low income individuals.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0The organization is formed for the purpose of providing healthcare services for low income individuals. The organization is currently in the process of structuring and ramping up activities surrounding their tax exempt purpose, which as of the end of the June 30, 2017 tax year have not yet been fully executed.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0405181
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0150307
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0www.beverly.org
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt00
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearAmt00
IRS990ScheduleA/NetIncomeFromOtherUBIGrp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/CurrentTaxYearMinus1YearAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description: Legal Fees. Amount: 58,548. Description: Consulting Fees. Amount: 79,045. Description: Licenses and Taxes. Amount: 12,714. Total to Form 990-EZ, line 16: 150,307.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description: Deposit. Beg. of Year Amount: 0. End of Year Amount: 85,000. Description: Prepaid Expenses. Beg. of Year Amount: 0. End of Year Amount: 2,189. Description: Other Depreciable Assets. Beg. of Year Amount: 0. End of Year Amount: 2,685.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Description: Notes Payable to BCHA. Beg. of Year Amount: 0. End of Year Amount: 405,181.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organization amended its bylaws during the June 30, 2017 tax year, the significant change to those amendment being the revision of the minimum number of members of the Board of Directors from three to five members.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990-EZ, Part I, Line 16 - Other Expenses
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990-EZ, Part II, Line 24 - Other Assets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990-EZ, Part II, Line 26 - Other Liabilities
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part V, Line 34:
TransferPrsnlBnftContractsDecl/DeclarationDesc0The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract.
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Alice Cheng
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chair
ReturnHeader/BusinessOfficerGrp/PhoneNum03237255095
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BeverlyCare
ReturnHeader/Filer/BusinessNameControlTxt0BEVE
ReturnHeader/Filer/EIN0471545656
ReturnHeader/Filer/PhoneNum03237261222
ReturnHeader/Filer/USAddress/AddressLine1Txt01920 W Whittier Blvd
ReturnHeader/Filer/USAddress/CityNm0Montebello
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd090640
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09B589DF8CAC91EBD49B6CFB2BE63A5A0BB42B02C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId05029E8FD9FE66385FA59B177B15FCADA276E8E0F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.129.7.100
ReturnHeader/FilingSecurityInformation/IPDt02018-05-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm017:56:36
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0910189318
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Moss Adams LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt010960 Wilshire Blvd Suite 1100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Los Angeles
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd090024
ReturnHeader/PreparerPersonGrp/PhoneNum03104770450
ReturnHeader/PreparerPersonGrp/PreparationDt02018-04-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Lauren A Haverlock
ReturnHeader/ReturnTs02018-05-14T18:07:26-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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No mirrored PDF or thumbnail assets are attached yet.

Filings