Civic Intelligence

The Byron Foundation Inc

990 • Fiscal year 2019 • EIN 47-5265010

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

Organization ProfileN/A
1661 Beacon StreetFort Wayne, IN 46805

(260) 637-3166

Siviq Scores

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

Liabilities / Assets

56th percentile

0.30x

Higher debt load relative to assets than 56% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Liabilities / Revenue

97th percentile

9.85x

Higher debt load relative to revenue than 97% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Net Margin

95th percentile

64%

Higher net margin than 95% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$225,112

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 20.5% of source-year revenue.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2019

Asset Growth

94th percentile

51%

Faster asset growth than 94% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Revenue Growth

9th percentile

-32%

Faster revenue growth than 9% of similar nonprofits.

2019 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$36,258,896

Up $12,233,154 (+51%) from 2018

Net Assets

Up

$25,462,911

Up $1,437,169 (+6.0%) from 2018

Liabilities

Up

$10,795,985

Up $10,795,985 from 2018

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin95th percentile

Revenue

Down

$1,096,546

Down $525,884 (-32%) from 2018

Expenses

Up

$392,017

Up $289,451 (+282%) from 2018

Net Income

Down

$704,529

Down $815,335 (-54%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$60M$40M$20M$0Assets 2015: $20,955,408Liabilities 2015: $0Net Assets 2015: $20,955,4082015Assets 2016: $23,712,064Liabilities 2016: $0Net Assets 2016: $23,712,0642016Assets 2017: $26,619,099Liabilities 2017: $0Net Assets 2017: $26,619,0992017Assets 2018: $24,025,742Liabilities 2018: $0Net Assets 2018: $24,025,7422018Assets 2019: $36,258,896Liabilities 2019: $10,795,985Net Assets 2019: $25,462,9112019Assets 2020: $36,220,562Liabilities 2020: $8,386,528Net Assets 2020: $27,834,0342020Assets 2021: $41,170,589Liabilities 2021: $7,007,375Net Assets 2021: $34,163,2142021Assets 2022: $37,040,021Liabilities 2022: $6,772,775Net Assets 2022: $30,267,2462022Assets 2023: $41,515,579Liabilities 2023: $6,655,148Net Assets 2023: $34,860,4312023Assets 2024: $45,476,890Liabilities 2024: $6,507,366Net Assets 2024: $38,969,5242024

Highlighted filing

2019

Assets$36,258,896
Liabilities$10,795,985
Net Assets$25,462,911
Open 2019 Filing

Operations Trend

Revenue Growth9th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Revenue 2015: $57,633Expenses 2015: $0Net Income 2015: $57,6332015Revenue 2016: $891,999Expenses 2016: $171,418Net Income 2016: $720,5812016Revenue 2017: $1,602,945Expenses 2017: $152,162Net Income 2017: $1,450,7832017Revenue 2018: $1,622,430Expenses 2018: $102,566Net Income 2018: $1,519,8642018Revenue 2019: $1,096,546Expenses 2019: $392,017Net Income 2019: $704,5292019Revenue 2020: $1,266,135Expenses 2020: $277,075Net Income 2020: $989,0602020Revenue 2021: $3,147,487Expenses 2021: $319,106Net Income 2021: $2,828,3812021Revenue 2022: $1,645,593Expenses 2022: $268,207Net Income 2022: $1,377,3862022Revenue 2023: $1,730,817Expenses 2023: $476,413Net Income 2023: $1,254,4042023Revenue 2024: $2,044,865Expenses 2024: $483,413Net Income 2024: $1,561,4522024

Highlighted filing

2019

Revenue$1,096,546
Expenses$392,017
Net Income$704,529
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.1
Gross Receipts
$1,096,546
Mission and Program Overview

Mission

The byron foundation provides financial and other assistance to recovery health services, inc. (dba byron health center) and any subsidiary organizations of byron wellness systems, inc. In support of their missions.

To provide financial assistance to recovery health services, inc. And any subsidiary organizations of byron wellness systems, inc. In support of their missions.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$24,007,281$25,485,410▲ $1,478,129
Other Notes and Loans Receivable, Net$0$8,460,000▲ $8,460,000
Accounts Receivable$0$2,266,915▲ $2,266,915
Cash and Non-Interest-Bearing Accounts$18,461$46,571▲ $28,110
Savings and Temporary Cash Investments$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$24,025,742$36,258,896▲ $12,233,154
Other Assets Total$0$0→ $0
Liabilities
Mortgage Notes Payable Secured by Investment Property$0$10,710,000▲ $10,710,000
Accounts Payable and Accrued Expenses$0$85,985▲ $85,985
Grants Payable$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$10,795,985▲ $10,795,985
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$24,025,742$25,462,911▲ $1,437,169
Net Assets With Donor Restrictions$0$0→ $0
Total Net Assets Fund Balance$24,025,742$25,462,911▲ $1,437,169
Total Liabilities and Net Assets / Fund Balance$24,025,742$36,258,896▲ $12,233,154
Compensation and Service Providers
Top Officer Pay43rd percentile

Board Members and Trustees

NameTitle
Eugene FaleyChairman & Director
Debra J LambertPresident/CEO & Director
Paul WilsonVice Chairman & Director
Charles ClarkDirector
David RidderheimTreasurer/secretary & Director
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,096,546
Other Revenue
$0
Change in Net Assets
$704,529

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,084,803
Revenue Not Reported on Financial Statements
$11,743
Revenue Not Reported on Form 990
$3,252,127
Total Revenue per Audited Statements
$4,336,930
Total Revenue per Form 990
$1,096,546
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$298,164
Grants and Similar Amounts Paid$93,853
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Interest-$283,591-$283,591
Grants to Domestic Orgs$93,853--$93,853
Fees for Service Investment Mgmnt Fees-$11,743-$11,743
Fees for Services Accounting-$2,800-$2,800
Fees for Services Other-$30-$30
Total Functional Expenses$93,853$298,164$0$392,017

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$392,017
Expenses per Audited Statements$380,274
Total Expenses per Audited Statements$380,274
Expenses Not Reported on Financial Statements$11,743
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Recovery Health Systems IncFort Wayne, IN501(c)(3)Support$93,853
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 7A

“The members of the board of directors are appointed by either byron wellness systems, inc., or recovery health services, inc. Form 990, part vi, section b, line 11b the form 990 is reviewed in detail by the executive officers and the president of the board. After any changes and/or questions are addressed, the form 990 is provided to each member of the governing body for review prior to filing with the irs.”

Form 990, Part VI, Section B, Line 12C

“The conflict of interest policies are completed annually by all board members and staff. The policy statements are reviewed annually by officers of the organization. When organization business is being conducted and there is a conflict, the board member involved will abstain from voting on related matters. This is documented in the board minutes. In the event that there is a failure to disclose a conflict of interest, the board of directors shall take appropriate disciplinary and corrective action.”

Form 990, Part VI, Section B, Line 14

“The byron foundation is in the process of developing a document retention and destruction policy. Form 990, part vi, section b, line 15a the byron foundation does not engage in a compensation review process because all compensation for calendar year 2019 is paid by a related organization, byron wellness systems, inc. The process for determining compensation is completed by byron wellness systems. Byron wellness systems' board of directors uses comparability data, including compensation surveys and forms 990 of other organizations, to determine and propose a reasonable compensation amount for the chief executive officer. The board approves the proposed compensation for the ceo. The review and approval of the ceo is documented in the board minutes and all compensation reviews are included in employee files. This process was last undertaken in 2019.”

Filing and Contact Details

Filer

Filer Name
The Byron Foundation Inc
EIN
47-5265010
In Care Of
% DEBRA LAMBERT
Phone
2606373166
Address
1661 BEACON STREET, FORT WAYNE, IN 46805

Signing Officer

Name
Eugene Faley
Title
Chairman
Phone
2606373166
Signed
2020-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Eugene Faley
Formed
2015
Legal Domicile
In
Voting Board Members
5
Independent Board Members
4
Employees
0
Volunteers
4

Preparer

Firm
Bkd Llp
Address
200 E Main St Suite 700, Fort Wayne, IN 46802
Preparer
Lauren R Denton
Phone
2604604000
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Intercompany transfer $(2,519,487)”

Financial Statement Notes

Asc 740 Footnote

“Management has evaluated their income tax positions under the guidance included in ASC 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements.”

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IRS990/MissionDesc0THE BYRON FOUNDATION PROVIDES FINANCIAL AND OTHER ASSISTANCE TO RECOVERY HEALTH SERVICES, INC. (DBA BYRON HEALTH CENTER) AND ANY SUBSIDIARY ORGANIZATIONS OF BYRON WELLNESS SYSTEMS, INC. IN SUPPORT OF THEIR MISSIONS.
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0EUGENE FALEY
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
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IRS990/PYGrantsAndSimilarPaidAmt050000
IRS990/PYInvestmentIncomeAmt01622430
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IRS990/PYOtherExpensesAmt051071
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01519864
IRS990/PYSalariesCompEmpBnftPaidAmt01495
IRS990/PYTotalExpensesAmt0102566
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01622430
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IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
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IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0704529
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
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IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd0true
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0351826036
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt093853
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0RECOVERY HEALTH SERVICES INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt093853
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt011743
IRS990ScheduleD/ExpensesSubtotalAmt0380274
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt011743
IRS990ScheduleD/InvestmentExpensesNotIncldAmt011743
IRS990ScheduleD/NetUnrealizedGainsInvstAmt03252127
IRS990ScheduleD/RevenueNotReportedAmt03252127
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt011743
IRS990ScheduleD/RevenueSubtotalAmt01084803
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Management has evaluated their income tax positions under the guidance included in ASC 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0ASC 740 FOOTNOTE
IRS990ScheduleD/TotalExpensesPerForm990Amt0392017
IRS990ScheduleD/TotalRevenuePerForm990Amt01096546
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04336930
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0380274
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt093853
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0RECOVERY HEALTH SYSTEMS INC
IRS990ScheduleI/RecipientTable/RecipientEIN0351826036
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt012101 LIMA ROAD
IRS990ScheduleI/RecipientTable/USAddress/CityNm0FORT WAYNE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd046818
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0FUNDS WILL BE PROVIDED TO, AND FOR THE BENEFIT OF, RECOVERY SERVICES AND BYRON WELLNESS SYSTEMS, RELATED ORGANIZATIONS, AND OTHER FUTURE SUPPORTED ORGANIZATIONS OF BYRON WELLNESS SYSTEMS AND OTHER CODE SECTION 501(C)(3) ORGANIZATIONS TO FURTHER THE CHARITABLE, EDUCATIONAL AND SCIENTIFIC PURPOSES OF THE CORPORATION. WITH THE EXCEPTION OF DISTRIBUTIONS TO RECOVERY SERVICES, BYRON WELLNESS SYSTEMS AND/OR FUTURE SUPPORTED ORGANIZATION OF BYRON WELLNESS SYSTEMS, THE CORPORATION WILL REQUIRE BOTH PERIODIC AND FINAL REPORTS WITH RESPECT TO HOW ITS FUNDS WERE UTILIZED BY ANY OTHER ORGANIZATION. FURTHERMORE THE CORPORATION WILL REQUIRE BOTH PERIODIC AND FINAL REPORTS WITH RESPECT TO THE USE OF RESOURCES. THE CORPORATION'S BOARD OF DIRECTORS WILL BE RESPONSIBLE FOR THE REVIEW OF ANY DISTRIBUTION AND REPORTS WITH RESPECT THERETO AT THE MONTHLY MEETINGS OF THE CORPORATION'S BOARD OF DIRECTORS IN ORDER TO ENSURE COMPLIANCE WITH THE TERMS OF ANY DISTRIBUTION ANY RELATED AGREEMENT WITH RESPECT THERETO.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PART I, LINE 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt018378
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0192464
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt04472
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt09798
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DEBRA J LAMBERT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0PRESIDENT/CEO & DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0225112
IRS990ScheduleJ/SeverancePaymentInd0false
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MEMBERS OF THE BOARD OF DIRECTORS ARE APPOINTED BY EITHER BYRON WELLNESS SYSTEMS, INC., OR RECOVERY HEALTH SERVICES, INC. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED IN DETAIL BY THE EXECUTIVE OFFICERS AND THE PRESIDENT OF THE BOARD. AFTER ANY CHANGES AND/OR QUESTIONS ARE ADDRESSED, THE FORM 990 IS PROVIDED TO EACH MEMBER OF THE GOVERNING BODY FOR REVIEW PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE CONFLICT OF INTEREST POLICIES ARE COMPLETED ANNUALLY BY ALL BOARD MEMBERS AND STAFF. THE POLICY STATEMENTS ARE REVIEWED ANNUALLY BY OFFICERS OF THE ORGANIZATION. WHEN ORGANIZATION BUSINESS IS BEING CONDUCTED AND THERE IS A CONFLICT, THE BOARD MEMBER INVOLVED WILL ABSTAIN FROM VOTING ON RELATED MATTERS. THIS IS DOCUMENTED IN THE BOARD MINUTES. IN THE EVENT THAT THERE IS A FAILURE TO DISCLOSE A CONFLICT OF INTEREST, THE BOARD OF DIRECTORS SHALL TAKE APPROPRIATE DISCIPLINARY AND CORRECTIVE ACTION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BYRON FOUNDATION IS IN THE PROCESS OF DEVELOPING A DOCUMENT RETENTION AND DESTRUCTION POLICY. FORM 990, PART VI, SECTION B, LINE 15A THE BYRON FOUNDATION DOES NOT ENGAGE IN A COMPENSATION REVIEW PROCESS BECAUSE ALL COMPENSATION FOR CALENDAR YEAR 2019 IS PAID BY A RELATED ORGANIZATION, BYRON WELLNESS SYSTEMS, INC. THE PROCESS FOR DETERMINING COMPENSATION IS COMPLETED BY BYRON WELLNESS SYSTEMS. BYRON WELLNESS SYSTEMS' BOARD OF DIRECTORS USES COMPARABILITY DATA, INCLUDING COMPENSATION SURVEYS AND FORMS 990 OF OTHER ORGANIZATIONS, TO DETERMINE AND PROPOSE A REASONABLE COMPENSATION AMOUNT FOR THE CHIEF EXECUTIVE OFFICER. THE BOARD APPROVES THE PROPOSED COMPENSATION FOR THE CEO. THE REVIEW AND APPROVAL OF THE CEO IS DOCUMENTED IN THE BOARD MINUTES AND ALL COMPENSATION REVIEWS ARE INCLUDED IN EMPLOYEE FILES. THIS PROCESS WAS LAST UNDERTAKEN IN 2019.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3INTERCOMPANY TRANSFER $(2,519,487)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1RHS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0RECOVERY HEALTH SERVICES INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1BYRON WELLNESS SYSTEMS INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0351826036
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1475285597
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt010
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt112C
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1IN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SNF/ALF
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt012101 LIMA ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt112101 LIMA ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0FORT WAYNE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1FORT WAYNE
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0true
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,258,896
Liabilities
$10,795,985
Net assets
$25,462,911
Revenue
$1,096,546
Expenses
$392,017
Net income
$704,529
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$45.5$6.51$39.0$2.04$0.48$1.56
2023Detailed filing. Detailed filing data is available for this year.$41.5$6.66$34.9$1.73$0.48$1.25
2022Detailed filing. Detailed filing data is available for this year.$37.0$6.77$30.3$1.65$0.27$1.38
2021Detailed filing. Detailed filing data is available for this year.$41.2$7.01$34.2$3.15$0.32$2.83
2020Detailed filing. Detailed filing data is available for this year.$36.2$8.39$27.8$1.27$0.28$0.99
2019Detailed filing. Detailed filing data is available for this year.$36.3$10.8$25.5$1.10$0.39$0.70
2018Detailed filing. Detailed filing data is available for this year.$24.0$0.00$24.0$1.62$0.10$1.52
2017Detailed filing. Detailed filing data is available for this year.$26.6$0.00$26.6$1.60$0.15$1.45
2016Detailed filing. Detailed filing data is available for this year.$23.7$0.00$23.7$0.89$0.17$0.72
2015Summary only. Only limited summary data is available for this year.$21.0$0.00$21.0$0.06$0.00$0.06