Civic Intelligence

Beatitudes Auxiliary

990 • Fiscal year 2014 • EIN 86-0261789

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 08, 2015

1610 W Glendale AvePhoenix, AZ 85021-8971

(602) 544-5448

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

5th percentile

-88%

Higher net margin than 5% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

10th percentile

-44%

Faster asset growth than 10% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

24th percentile

-18%

Faster revenue growth than 24% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Down

$83,955

Down $67,025 (-44%) from 2013

Net Assets

Down

$83,955

Down $65,479 (-44%) from 2013

Liabilities

Down

$0

Down $1,546 (-100%) from 2013

Revenue

Down

$74,806

Down $16,472 (-18%) from 2013

Expenses

Up

$140,285

Up $33,112 (+31%) from 2013

Net Income

Down

-$65,479

Down $49,584 (-312%) from 2013

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $313,673Liabilities 2011: $3,876Net Assets 2011: $309,7972011Assets 2012: $174,552Liabilities 2012: $9,223Net Assets 2012: $165,3292012Assets 2013: $150,980Liabilities 2013: $1,546Net Assets 2013: $149,4342013Assets 2014: $83,955Liabilities 2014: $0Net Assets 2014: $83,9552014Assets 2015: $103,590Liabilities 2015: $0Net Assets 2015: $103,5902015Assets 2016: $100,599Liabilities 2016: $0Net Assets 2016: $100,5992016Assets 2017: $112,889Liabilities 2017: $0Net Assets 2017: $112,8892017Assets 2018: $121,381Liabilities 2018: $0Net Assets 2018: $121,3812018Assets 2019: $104,259Liabilities 2019: $0Net Assets 2019: $104,2592019Assets 2020: $92,131Liabilities 2020: $0Net Assets 2020: $92,1312020Assets 2023: $149,525Liabilities 2023: $0Net Assets 2023: $149,5252023Assets 2024: $159,714Liabilities 2024: $0Net Assets 2024: $159,7142024

Highlighted filing

2014

Assets$83,955
Liabilities$0
Net Assets$83,955

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $74,121Expenses 2011: $115,803Net Income 2011: -$41,6822011Expenses 2012: $285,2852012Revenue 2013: $91,278Expenses 2013: $107,173Net Income 2013: -$15,8952013Revenue 2014: $74,806Expenses 2014: $140,285Net Income 2014: -$65,4792014Revenue 2015: $58,726Expenses 2015: $39,091Net Income 2015: $19,6352015Revenue 2016: $55,893Expenses 2016: $58,884Net Income 2016: -$2,9912016Revenue 2017: $47,130Expenses 2017: $34,840Net Income 2017: $12,2902017Revenue 2018: $43,419Expenses 2018: $32,585Net Income 2018: $10,8342018Revenue 2019: $48,799Expenses 2019: $67,654Net Income 2019: -$18,8552019Revenue 2020: $21,553Expenses 2020: $33,711Net Income 2020: -$12,1582020Revenue 2023: $70,315Expenses 2023: $48,266Net Income 2023: $22,0492023Revenue 2024: $73,584Expenses 2024: $63,395Net Income 2024: $10,1892024

Highlighted filing

2014

Revenue$74,806
Expenses$140,285
Net Income-$65,479
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 8, 2015
Return Version
2014v5.0
Gross Receipts
$117,212
Mission and Program Overview

Mission

To enhance the quality of life of the beatitudes campus residents and staff

To provide goods and services for the elderly and disabled persons at less than, or without cost.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$104,188$83,955▼ $20,233
Inventories for Sale or Use$38,624--
Accounts Receivable$8,168--
Total Assets$150,980$83,955▼ $67,025
Liabilities
Other Liabilities$1,546$0▼ $1,546
Total Liabilities$1,546$0▼ $1,546
Net Assets / Fund Balance
Unrestricted Net Assets$149,434$83,955▼ $65,479
Total Net Assets Fund Balance$149,434$83,955▼ $65,479
Total Liabilities and Net Assets / Fund Balance$150,980$83,955▼ $67,025
Compensation and Service Providers

Board Members and Trustees

NameTitle
Vergie FergusonMembership Chair
Rosie SellsPlaza View Desk Chairman
Joseph CastilloPast President
Frieda MccoyPresident
Lowell BaileyPresident-elect
Bill McgrueBeeper Editor
Marcia LeeBoutique Liason
Dorothy CastilloBoutique Manager
Barbara KomnickCORRESPONDENCE SEC'TY
Mary Jane SamerCORRESPONDENCE SEC'TY
Leona DuleyLibrarian
Altene GoodwinRecording Secretary
Naomi JonesSing Along & Recreation
Mary CookSpecial Event Coordinator
Philip CrowleyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$2,949
Program Service Revenue
$0
Investment Income
$75
Other Revenue
$71,782
All Other Contributions
$300
Change in Net Assets
$-65,479
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$107,995
Other Expenses$23,041
Salaries, Compensation, and Employee Benefits$9,249
Total Fundraising Expense$6,914
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$99,729--$99,729
Fees for Services Management$15,233--$15,233
Grants to Domestic Individuals$8,266--$8,266
Other Salaries and Wages$7,500--$7,500
Other Employee Benefits$1,175--$1,175
Other Expenses-$894$6,914$894
Payroll Taxes$574--$574
Total Functional Expenses$132,477$894$6,914$140,285
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Beatitudes Campus FoundationPhoenix, AZ501(c)(3)Support$99,529
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
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, Part VI, Section A, Line 2

Joseph castillo (past president) and dorothy castillo (boutique manager) are involved in a family relationship.

Form 990, Part VI, Section A, Line 6

The auxiliary is made up of members who are residents. Individuals become members by paying annual membership dues.

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

The members of the beatitudes campus auxiliary elect the governing board from a slate provided by a nominating committee at the may membership meetings. The elected governing board is given the authority to carry on the business of the auxiliary without other approval from the members at large.

Form 990, Part VI, Section B, Line 11

The treasurer is responsible for completing the review of the 990 return. The return will be available to other board members once completed. Board minutes will reflect the completion of the tax filing and indicate availability of the return to be reviewed by others.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents, conflict of interest policy, and financial statements available to the public.

Filing and Contact Details

Filer

Filer Name
Beatitudes Auxiliary
EIN
86-0261789
Phone
6025445448
Address
1610 W GLENDALE AVE, PHOENIX, AZ 85021-8971

Signing Officer

Name
Philip Crowley
Title
Treasurer
Phone
6025445448
Signed
2015-07-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Freida Mccoy
Formed
1968
Legal Domicile
Az
Voting Board Members
15
Independent Board Members
15
Employees
1
Volunteers
25

Preparer

Firm
Cliftonlarsonallen Llp
Address
20 EAST THOMAS ROAD SUITE 2300, PHOENIX, AZ 85012
Preparer
Chad Kunze
Phone
4806152300
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06831
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt032022
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt02779
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt042754
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt087335
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt075
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt085
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01172
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02629
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt04804
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt08765
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0114188
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0142761
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0165417
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0125428
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0120232
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0668026
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt075
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt085
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt01172
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02629
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt04804
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt08765
IRS990ScheduleA/InvestmentIncomeCYPct00.01130
IRS990ScheduleA/InvestmentIncomePYPct00.02320
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus2YearsAmt02858
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus3YearsAmt03280
IRS990ScheduleA/OtherIncome509Grp/CurrentTaxYearMinus4YearsAmt03023
IRS990ScheduleA/OtherIncome509Grp/TotalAmt09161
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97680
IRS990ScheduleA/PublicSupportPY509Pct00.96250
IRS990ScheduleA/PublicSupportTotal509Amt0755361
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0117137
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0149592
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0197439
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0128207
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0162986
IRS990ScheduleA/Total509Grp/TotalAmt0755361
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0117212
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0149677
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0201469
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0134116
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0170813
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0773287
IRS990/ScheduleBRequiredInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt08266
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0RESIDENT SPECIAL EVENTS / ACTIVITIES FUNDED BY BEATITUDES AUXILIARY INCLUDING GARDEN CLUB DESIGNED TO IMPROVE QUALITY OF LIFE FOR RESIDENTS.
IRS990ScheduleI/RecipientTable/CashGrantAmt099529
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE BEATITUDES CAMPUS FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0860649306
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01610 W GLENDALE AVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0PHOENIX
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0AZ
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd085021
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION PROVIDES GRANT FUNDING TO A RELATED ORGANIZATION AND IS THEREFORE ABLE TO TRACK THE USE OF THOSE FUNDS THROUGH THAT RELATIONSHIP.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0JOSEPH CASTILLO (PAST PRESIDENT) AND DOROTHY CASTILLO (BOUTIQUE MANAGER) ARE INVOLVED IN A FAMILY RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE AUXILIARY IS MADE UP OF MEMBERS WHO ARE RESIDENTS. INDIVIDUALS BECOME MEMBERS BY PAYING ANNUAL MEMBERSHIP DUES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE MEMBERS OF THE BEATITUDES CAMPUS AUXILIARY ELECT THE GOVERNING BOARD FROM A SLATE PROVIDED BY A NOMINATING COMMITTEE AT THE MAY MEMBERSHIP MEETINGS. THE ELECTED GOVERNING BOARD IS GIVEN THE AUTHORITY TO CARRY ON THE BUSINESS OF THE AUXILIARY WITHOUT OTHER APPROVAL FROM THE MEMBERS AT LARGE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TREASURER IS RESPONSIBLE FOR COMPLETING THE REVIEW OF THE 990 RETURN. THE RETURN WILL BE AVAILABLE TO OTHER BOARD MEMBERS ONCE COMPLETED. BOARD MINUTES WILL REFLECT THE COMPLETION OF THE TAX FILING AND INDICATE AVAILABILITY OF THE RETURN TO BE REVIEWED BY OTHERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0CHURCH OF THE BEATITUDES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt1THE BEATITUDES CAMPUS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0THE BEATITUDES CAMPUS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1THE BEATITUDES CAMPUS FOUNDATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2CHURCH OF THE BEATITUDES OF PHOENIX AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0860192846
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1860649306
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2860117385
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDE HOUSING AND HEALTHCARE SERVICES AT AFFORDABLE RATES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1PROVIDE FUNDING TO ENHANCE RESIDENT LIFE AT BEATITUDE CAMPUS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2CHURCH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1LINE 11A, I
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt2LINE 1
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01610 W GLENDALE AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11610 W GLENDALE AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2555 W GLENDALE AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0PHOENIX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1PHOENIX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2PHOENIX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2AZ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd085021
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd185021
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd285021
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00

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