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Nonprofit · EIN 52-1990733

BEACON INSTITUTE INC

Tax-exempt · COLUMBIA, MD 21046

Financials

$1.2M$1.1M2023$1.1M$1.1M2024
Revenue Expenses · by fiscal year end
Financials of BEACON INSTITUTE INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$1,127,818$1,076,675$51,143$1,369,824$279,588$1,090,236
December 31, 2023990$1,228,928$1,141,528$87,400$1,240,982$246,635$994,347
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$194,014
of which government grants
$160,398
Program service revenue
$820,540
Investment income
$39,312
Net rental income
$3,568
Net income from fundraising events
$70,384
Other revenue
$73,952

Expenses

Grants and similar amounts paid
$0
Compensation of officers, directors and key employees
$151,828
Other salaries and wages
$379,782
Salaries, compensation and benefits (total)
$631,147
Professional fundraising fees
$0
Accounting fees
$7,240
Occupancy
$103,736
Travel
$1,861
Depreciation
$20,574
Program services (functional)
$1,037,395
Management and general (functional)
$38,245
Fundraising (functional)
$1,035

Balance sheet and other

Total assets, start of year
$1,240,982
Total assets, end of year
$1,369,824
Total liabilities, end of year
$279,588
Net assets, end of year
$1,090,236
Land, buildings and equipment
$66,168
Publicly traded securities
$838,073
Net assets without donor restrictions
$1,090,236
Gross receipts
$1,183,074
Employees
6
Volunteers
21
Year formed
1996
State of legal domicile
MD

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, 2024, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
KEVIN HEFFNERPRESIDENT/EX-OFFICIO
Trustee or director, Officer
10$0$240,175$9,788
PAUL MILLERCOO
Officer
4$0$137,453$16,606
KATHY BERNETTISVP FINANCE
Officer
19$145,531$0$6,297
SHARON FLOWERS-WILLIAMSDIRECTOR
Trustee or director
1$0$0$0
KELLY JOHNSONDIRECTOR
Trustee or director
1$0$0$0
HEATHER JUNTADIRECTOR
Trustee or director
1$0$0$0
KEVIN GOEDEKEEX-OFFICIO
Trustee or director
1$0$0$0
STANLEY SNOWEX-OFFICIO
Trustee or director
1$0$0$0
KILAN FEVRIERDIRECTOR
Trustee or director
1$0$0$0
LAUNI VAWTERDIRECTOR
Trustee or director
1$0$0$0
MARIA JOHNSON DARBYDIRECTOR
Trustee or director
1$0$0$0
JENNIFER FITZPATRICKDIRECTOR
Trustee or director
1$0$0$0
STEPHEN HANDELMANDIRECTOR
Trustee or director
1$0$0$0
CAK BOGERTMANDIRECTOR
Trustee or director
1$0$0$0
HEATHER ZEISSDIRECTOR
Trustee or director
1$0$0$0
6 more people on this return
NameTitleHours / weekCompensation
BENJAMIN SHIELDSSECRETARY
Trustee or director, Officer
1$0
CASEY YOUNGTREASURER
Trustee or director, Officer
1$0
ELIZABETH GALIKCHAIR-ELECT
Trustee or director, Officer
1$0
BILL HASSONPAST-CHAIR
Trustee or director, Officer
1$0
JAMES MAUSERCHAIR
Trustee or director, Officer
1$0
AHUVA WEINREBDIRECTOR
Trustee or director
1$0
990 for the year ended December 31, 2023: 22 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
KEVIN HEFFNERPRESIDENT/EX-OFFICIO
Trustee or director, Officer
10$0$233,763$7,733
KATHY BERNETTISVP FINANCE
Officer
19$139,082$0$4,949
PAUL MILLERCOO
Officer
4$0$130,320$11,033
JAMES MAUSERCHAIR
Trustee or director, Officer
1$0$0$0
BILL HASSONPAST-CHAIR
Trustee or director, Officer
1$0$0$0
ELIZABETH GALIKCHAIR-ELECT
Trustee or director, Officer
1$0$0$0
CASEY YOUNGTREASURER
Trustee or director, Officer
1$0$0$0
BENJAMIN SHIELDSSECRETARY
Trustee or director, Officer
1$0$0$0
HEATHER ZEISSDIRECTOR
Trustee or director
1$0$0$0
DEBBY SPEARDIRECTOR
Trustee or director
1$0$0$0
AHUVA WEINREBDIRECTOR
Trustee or director
1$0$0$0
BRYAN ADGATEDIRECTOR
Trustee or director
1$0$0$0
STEPHEN HANDELMANDIRECTOR
Trustee or director
1$0$0$0
KAY MATTUTATDIRECTOR
Trustee or director
1$0$0$0
JENNIFER FITZPATRICKDIRECTOR
Trustee or director
1$0$0$0
MARIA JOHNSON DARBYDIRECTOR
Trustee or director
1$0$0$0
WILLIAM CLARKDIRECTOR
Trustee or director
1$0$0$0
RICK GRINDRODDIRECTOR
Trustee or director
1$0$0$0
LAUNI VAWTERDIRECTOR
Trustee or director
1$0$0$0
KILAN FEVRIERDIRECTOR
Trustee or director
1$0$0$0
STANLEY SNOWEX-OFFICIO
Trustee or director
1$0$0$0
KEVIN GOEDEKEEX-OFFICIO
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
7090 SAMUEL MORSE DR STE 400, COLUMBIA, MD 21046-3444
Principal officer (990 for 2024)
KEVIN HEFFNER, 7090 SAMUEL MORSE DR 400, COLUMBIA, MD 21046
Signed the 990
KEVIN HEFFNER, PRESIDENT
Phone
(410) 381-1176
Return prepared by
GROSS MENDELSOHN & ASSOCIATES PA

Mission

THE ORGANIZATION IS DEDICATED TO PROVIDING LEADERSHIP, EDUCATION, COMMUNICATION AND RESOURCES TO PROFESSIONALS DEALING WITH OLDER ADULTS.

990 for the year ended December 31, 2024

Program accomplishments

  • BEACON OFFERED 60 EDUCATIONAL PROGRAMS INCLUDING CONFERENCES AND SEMINARS IN THE AREA OF SENIOR CARE TO 741 PARTICIPANTS. BEACON RAN SEVERAL FUNDED PROGRAMS WHICH PROVIDED SUPPORT AND INSTRUCTION TO IMPROVE QUALITY CARE TO FACILITIES ACROSS THE STATE. ALSO, BEACON AWARDED SEVERAL SCHOLARSHIPS TO DEDICATED SENIOR CARE PROFESSIONALS TO PURSUE HIGHER EDUCATION DEGREES.
    Expenses $1,037,395 · revenue $820,540

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
52-1990733
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1997
Accounting year ends
December
Files
Form 990 or 990-EZ
Category (NTEE)
Education (B82)
Assets (IRS master file)
$1,369,824
Income (IRS master file)
$1,183,074

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$1,127,818$1,076,675$1,369,824XML
990December 2023$1,228,928$1,141,528$1,240,982XML
990December 2022$945,728$839,548$1,051,243IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 52-1990733).

Questions about BEACON INSTITUTE INC

What is the EIN of BEACON INSTITUTE INC?
The employer identification number (EIN) of BEACON INSTITUTE INC is 52-1990733.
Is BEACON INSTITUTE INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
Are donations to BEACON INSTITUTE INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does BEACON INSTITUTE 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 BEACON INSTITUTE INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BEACON INSTITUTE INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of BEACON INSTITUTE INC?
The 990 for the year ended December 31, 2024 names KEVIN HEFFNER.
Who are the officers and directors of BEACON INSTITUTE INC?
The 990 for the year ended December 31, 2024 lists 21 people; 1 received compensation from the organization.
How much revenue does BEACON INSTITUTE INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $1,127,818, expenses of $1,076,675 and total assets of $1,369,824 at year end.

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