Nonprofit · EIN 54-1922655
BETH SHOLOM ASSISTED LIVING
Tax-exempt · RICHMOND, VA 23238
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2023 | 990 | $497,026 | $644,016 | -$146,990 | $4,502,350 | $7,089,921 | -$2,587,571 |
Financial details: 990 for the year ended September 30, 2023
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $495,848
- Investment income
- $1,178
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $11,300
- Occupancy
- $285,317
- Depreciation
- $311,183
- Program services (functional)
- $547,089
- Management and general (functional)
- $96,927
Balance sheet and other
- Total assets, start of year
- $4,764,476
- Total assets, end of year
- $4,502,350
- Total liabilities, end of year
- $7,089,921
- Net assets, end of year
- -$2,587,571
- Land, buildings and equipment
- $4,056,789
- Net assets without donor restrictions
- -$2,587,571
- Gross receipts
- $497,026
- Employees
- 0
- Year formed
- 1997
- State of legal domicile
- VA
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 September 30, 2023, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Morris S Funk | President & CEO Trustee or director, Officer | 1 | $0 | $366,711 | $16,710 |
| Richard Beckler | CFO Officer | 1 | $0 | $150,760 | $11,418 |
| Jennifer Johnson | VP of QA | 1 | $0 | $117,184 | $6,459 |
| Barbara Young | HCC RN | 1 | $0 | $101,544 | $6,626 |
| Terri Carrington | HR Director | 1 | $0 | $98,044 | $5,625 |
| Robin Abbott | VP Res Services | 1 | $0 | $94,066 | $9,543 |
| Janet Gale | Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Ben Humphreys | Vice Chair/Trea Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Stanley Ullman | Secretary Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Jon Joseph | Imm Past Chair Trustee or director, Officer | 1 | $0 | $0 | $0 |
| Julia Siegel Breton MD | Director Trustee or director | 1 | $0 | $0 | $0 |
| Melissa Brownstein | Director Trustee or director | 1 | $0 | $0 | $0 |
| Richard Gary | Director Trustee or director | 1 | $0 | $0 | $0 |
| Dan Heller | Director Trustee or director | 1 | $0 | $0 | $0 |
| Charles Perschetz | Director Trustee or director | 1 | $0 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Rufus Phillips | Director Trustee or director | 1 | $0 |
| Chris Bennett | Director Trustee or director | 1 | $0 |
| Daniel Siegel | Director Trustee or director | 1 | $0 |
| Jim Weinberg | Director Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1129 GASKINS ROAD, RICHMOND, VA 23238-5235
- In care of
- % MARK W FINKEL
- Principal officer (990 for 2022)
- Morris S Funk, 1129 Gaskins Road, Richmond, VA 23238
- Signed the 990
- Morris S Funk, President & CEO
- Phone
- (804) 421-5346
- Website
- www.bethsholomliving.org
- Return prepared by
- King Shores & Preston CPAs
Mission
To provide quality and comprehensive residential, healthcare and community-based services to individuals of all faiths, in a manner that reflects our Jewish traditions and values.
Program accomplishments
- Provided and maintained a 60-unit assisted living facility operated by a related nonprofit organization.Expenses $547,089 · revenue $495,848
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | Not on file |
| 2023 | September 30, 2024 | February 18, 2025 | Not on file |
IRS record
- EIN
- 54-1922655
- 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
- 1999
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Housing and shelter (L22)
- Assets (IRS master file)
- $4,502,350
- Income (IRS master file)
- $497,026
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2023 | $497,026 | $644,016 | $4,502,350 | XML |
| 990 | September 2022 | $563,390 | $592,859 | $4,764,476 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 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 54-1922655).
Questions about BETH SHOLOM ASSISTED LIVING
- What is the EIN of BETH SHOLOM ASSISTED LIVING?
- The employer identification number (EIN) of BETH SHOLOM ASSISTED LIVING is 54-1922655.
- Is BETH SHOLOM ASSISTED LIVING tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to BETH SHOLOM ASSISTED LIVING tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does BETH SHOLOM ASSISTED LIVING 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 BETH SHOLOM ASSISTED LIVING due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BETH SHOLOM ASSISTED LIVING last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2023.
- Who is the principal officer of BETH SHOLOM ASSISTED LIVING?
- The 990 for the year ended September 30, 2023 names Morris S Funk.
- Who are the officers and directors of BETH SHOLOM ASSISTED LIVING?
- The 990 for the year ended September 30, 2023 lists 19 people; 0 received compensation from the organization.
- How much revenue does BETH SHOLOM ASSISTED LIVING have?
- On its 990 for the year ended September 30, 2023 it reported revenue of $497,026, expenses of $644,016 and total assets of $4,502,350 at year end.
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