Nonprofit · EIN 39-2021602
BELOIT ASSISTED LIVING INC
Tax-exempt · BELOIT, WI 53511
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $272,039 | $279,557 | -$7,518 | $1,251,796 | $27,644 | $1,224,152 |
| December 31, 2024 | 990 | $233,461 | $259,622 | -$26,161 | $1,274,540 | $42,870 | $1,231,670 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $265,057
- Investment income
- $4,109
- Other revenue
- $2,873
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $13,550
- Occupancy
- $42,680
- Depreciation
- $63,613
- Program services (functional)
- $184,044
- Management and general (functional)
- $95,513
Balance sheet and other
- Total assets, start of year
- $1,274,540
- Total assets, end of year
- $1,251,796
- Total liabilities, end of year
- $27,644
- Net assets, end of year
- $1,224,152
- Land, buildings and equipment
- $1,080,512
- Net assets without donor restrictions
- $1,224,152
- Gross receipts
- $272,039
- Employees
- 0
- Volunteers
- 4
- Year formed
- 2001
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| J MARCELLUS PERRY | PRESIDENT Trustee or director, Officer | 1 | $0 | $139,568 | $11,625 |
| LAURA LAUX | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $108,752 | $7,971 |
| KITTY ROUNDS | SECRETARY/TREASURER (THRU 8/25) Trustee or director, Officer | 1 | $0 | $68,060 | $2,154 |
| JEN O'CONNELL | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KELSEY MCCARTHY | VICE-CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JACOB MCHUGH | SECOND VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RENEE JOHNSON | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| J MARCELLUS PERRY | PRESIDENT Trustee or director, Officer | 1 | $0 | $138,118 | $13,019 |
| LAURA LAUX | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $108,246 | $20,429 |
| KITTY ROUNDS | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $97,758 | $8,438 |
| RENEE JOHNSON | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JEN O'CONNELL | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| KELSEY MCCARTHY | VICE-CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JACOB MCHUGH | SECOND VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1428 WISCONSIN AVE, BELOIT, WI 53511-4564
- In care of
- % ROBERT BALDWIN
- Principal officer (990 for 2025)
- J MARCELLUS PERRY, 1428 WISCONSIN AVE, BELOIT, WI 53511
- Signed the 990
- J MARCELLUS PERRY, EXECUTIVE DIRECTOR
- Phone
- (608) 313-1300
- Return prepared by
- WIPFLI ADVISORY LLC
Mission
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.
Program accomplishments
- 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.Expenses $184,044 · revenue $265,057
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 39-2021602
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 2002
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L22)
- Assets (IRS master file)
- $1,251,796
- Income (IRS master file)
- $272,039
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | – | – | – | IRS |
| 990 | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $212,689 | $270,208 | $1,281,318 | IRS |
| 990 | December 2022 | $201,168 | $234,988 | $1,350,467 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about BELOIT ASSISTED LIVING INC
- What is the EIN of BELOIT ASSISTED LIVING INC?
- The employer identification number (EIN) of BELOIT ASSISTED LIVING INC is 39-2021602.
- Is BELOIT ASSISTED LIVING INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to BELOIT ASSISTED LIVING INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does BELOIT ASSISTED LIVING INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BELOIT ASSISTED LIVING INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BELOIT ASSISTED LIVING INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of BELOIT ASSISTED LIVING INC?
- The 990 for the year ended December 31, 2025 names J MARCELLUS PERRY.
- Who are the officers and directors of BELOIT ASSISTED LIVING INC?
- The 990 for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does BELOIT ASSISTED LIVING INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $272,039, expenses of $279,557 and total assets of $1,251,796 at year end.
Other nonprofits in BELOIT
- NEIGHBORHOOD HOUSING SERVICES OF BELOIT INC EIN 39-1322491 · last filed 990 for 2024
- BELOIT HORSESHOE CLUB INC EIN 39-1581525 · last filed 990-N for 2025
- SPARROWS NEST INC EIN 39-1881504 · last filed 990-N for 2025
- BELOIT HEALTH SYSTEM INC EIN 39-1028081 · last filed 990 for 2025
- BELOIT COLLEGE EIN 39-0808497 · last filed 990 for 2025
- COMMUNITY ACTION INC OF ROCK AND WALWORTH COUNTIES EIN 39-1052077 · last filed 990 for 2024
- THE LINCOLN ACADEMY EIN 84-3568463 · last filed 990 for 2025
- FAMILY SERVICES OF SOUTHERN WISCONSIN & NORTHERN ILLINOIS INC EIN 39-0833966 · last filed 990 for 2024