2026-09-22T09:58:08-05:00 2025-12-31 393647910 WIPFLI ADVISORY LLC 2501 W BELTLINE HWY STE 501 MADISON WI 53713 990 2025-01-01 392021602 BELOIT ASSISTED LIVING INC BELO 6083131300 1428 WISCONSIN AVE BELOIT WI 53511 J MARCELLUS PERRY EXECUTIVE DIRECTOR 6087552470 2026-09-21 1 QUINN DUGAN P02267768 6082741980 2026-09-21 2025 J MARCELLUS PERRY 1428 WISCONSIN AVE BELOIT WI 53511 272039 0 X N/A X 2001 WI THE BENEVOLENT PURPOSE OF BELOIT ASSISTED LIVING, INC. IS TO PROVIDE ELDERLY PERSONS & HANDICAPPED PERSONS WITH HOUSING FACILITIES & SERVICES SPECIALLY DESIGNED TO MEET THEIR PHYSICAL, SOCIAL & PSYCHOLOGICAL NEEDS & TO PROMOTE THEIR HEALTH, SECURITY, HAPPINESS, & USEFULNESS IN LONGER LIVING. 6 4 0 4 0 0 0 0 226826 265057 4588 4109 2047 2873 233461 272039 0 0 0 0 0 0 0 0 0 259622 279557 259622 279557 -26161 -7518 1274540 1251796 42870 27644 1231670 1224152 X THE BENEVOLENT PURPOSE OF BELOIT ASSISTED LIVING, INC. IS TO PROVIDE ELDERLY PERSONS & HANDICAPPED PERSONS WITH HOUSING FACILITIES & SERVICES SPECIALLY DESIGNED TO MEET THEIR PHYSICAL, SOCIAL & PSYCHOLOGICAL NEEDS & TO PROMOTE THEIR HEALTH, SECURITY, HAPPINESS, & USEFULNESS IN LONGER LIVING. 0 0 184044 0 265057 HOUSING AND HOUSING REHABILITATION - BELOIT ASSISTED LIVING, INC. (BALI) PROVIDES HOUSING NEEDS TO THE ELDERLY. BALI CURRENTLY OWNS AND OPERATES A 30-UNIT HOUSING PROJECT LOCATED IN BELOIT, WISCONSIN. 184044 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 6 4 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X DAVID P EHLINGER CPA 6083131300 1428 WISCONSIN AVE BELOIT WI 53511 J MARCELLUS PERRY PRESIDENT 1.00 40.00 X X 0 139568 11625 LAURA LAUX VICE PRESIDENT 1.00 40.00 X X 0 108752 7971 KITTY ROUNDS SECRETARY/TREASURER (THRU 8/25) 1.00 40.00 X X 0 68060 2154 JEN O'CONNELL CHAIR 1.00 X X 0 0 0 KELSEY MCCARTHY VICE-CHAIR 1.00 X X 0 0 0 JACOB MCHUGH SECOND VICE CHAIR 1.00 X X 0 0 0 RENEE JOHNSON SECRETARY 1.00 X X 0 0 0 0 316380 21750 0 0 1 0 0 RENTAL REVENUE 531110 265057 265057 265057 4109 4109 LAUNDRY & VENDING REVENUE 531390 2873 2873 2873 272039 265057 0 6982 X 20016 20016 13550 13550 62264 10214 52050 24130 14233 9897 42680 42680 63613 63613 7697 7697 REPAIRS & MAINTENANCE 45607 45607 279557 184044 95513 0 86281 126685 3794 4918 1220 3897 1408 1313 2305253 1224741 1144125 1080512 37712 34471 1274540 1251796 28537 11082 4556 7250 9777 9312 42870 27644 X 1231670 1224152 1231670 1224152 1274540 1251796 -7518 0 X 0 1 X 1 1 1 X 188850 199950 208152 226826 265057 1088835 1139 976 546 2047 2873 7581 189989 200926 208698 228873 267930 1096416 0 0 0 1096416 17 242 3991 4588 4109 12947 17 242 3991 4588 4109 12947 190006 201168 212689 233461 272039 1109363 0.98830 0.99110 0.01170 0.00890 X 4141 4141 2258022 1194735 1063287 43090 30006 13084 1080512 TENANT SECURITY DEPOSITS 9312 9312 X 272039 0 272039 0 272039 279557 0 279557 0 279557 PART X, LINE 2: BELOIT ASSISTED LIVING, INC. IS REQUIRED TO ASSESS WHETHER IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WILL BE SUSTAINED UPON EXAMINATION ON THE TECHNICAL MERITS OF THE POSITION ASSUMING THE TAXING AUTHORITY HAS FULL KNOWLEDGE OF ALL INFORMATION. IF THE TAX POSITION DOES NOT MEET THE MORE LIKELY THAN NOT RECOGNITION THRESHOLD, THE BENEFIT OF THE POSITION IS NOT RECOGNIZED IN THE FINANCIAL STATEMENTS. BELOIT ASSISTED LIVING, INC. HAS DETERMINED THERE ARE NO AMOUNTS TO RECORD AS ASSETS OR LIABILITIES RELATED TO UNCERTAIN TAX POSITIONS. 0 0 0 0 0 0 0 0 0 J MARCELLUS PERRY PRESIDENT 0 137838 0 1500 0 230 0 9813 0 1812 0 151193 0 0 FORM 990, PART VI, SECTION A, LINE 3 DAVID P. EHLINGER, CPA WAS HIRED AS INTERIM CFO IN SEPTEMBER 2025 AND WAS COMPENSATED $81,711 THROUGH THE MANAGEMENT ORGANIZATION TRUITY PARTNERS, LLC. FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS REVIEW THE FINAL DRAFT OF THE FORM 990 PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C OFFICERS AND DIRECTORS ARE ASKED TO SELF DISCLOSE ANNUALLY. ANY DIRECTOR OR OFFICER HAVING MATERIAL OR FINANCIAL INTEREST IN A CONTRACT OR TRANSACTION PRESENTED TO THE BOARD OF DIRECTORS IS TO DISCLOSE ALL RELEVANT MATERIAL FACTS IN THE CONFLICT OF INTEREST DISCLOSURE. THE MINUTES OF THE MEETING MUST REFLECT THE DISCLOSURE MADE, THE VOTE, AND, WHERE APPLICABLE, THE ABSTENTION FROM VOTING AND PARTICIPATION, AS WELL AS WHETHER A QUORUM WAS PRESENT. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER CONTRACT SERVICES: PROGRAM SERVICE EXPENSES 10,214. MANAGEMENT AND GENERAL EXPENSES 52,050. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 62,264. COMMUNITY ACTION INC OF ROCK & WALWORTH COUNTIES 1428 WISCONSIN AVE BELOIT WI 53511 391052077 TO FIGHT POVERTY WI 501(C)(3) LINE 7 N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0