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 |
| December 31, 2023 | 990 | $212,689 | $270,208 | -$57,519 | $1,281,318 | $23,487 | $1,257,831 |
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 |
990 for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| J MARCELLUS PERRY | PRESIDENT Trustee or director, Officer | 1 | $0 | $132,290 | $18,793 |
| LAURA LAUX | VICE PRESIDENT Trustee or director, Officer | 1 | $0 | $103,602 | $8,408 |
| KITTY ROUNDS | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $72,324 | $10,628 |
| DEBBIE SHELDON | SECRETARY/TREASURER THRU 1/23 Trustee or director, Officer | 1 | $0 | $6,658 | $1,362 |
| ERIN DAVIS | CHAIR THRU 6/23 Trustee or director, Officer | 1 | $0 | $0 | $0 |
| RENEE JOHNSON | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| ALAN KUPSIK | SECOND VICE CHAIR THRU 6/23 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 |
| JEN O'CONNELL | 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 | $272,039 | $279,557 | $1,251,796 | XML |
| 990 | December 2024 | $233,461 | $259,622 | $1,274,540 | XML |
| 990 | December 2023 | $212,689 | $270,208 | $1,281,318 | XML |
| 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 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 39-2021602).
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.
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- BELOIT HEALTH SYSTEM INC EIN 39-1028081 · last filed 990 for 2025
- BELOIT COLLEGE EIN 39-0808497 · last filed 990 for 2025
- HENDRICKS FAMILY FOUNDATION INC EIN 20-0874851 · last filed 990-PF for 2024
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- THE LINCOLN ACADEMY EIN 84-3568463 · last filed 990 for 2025