BEECHWOOD HOME: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BEECHWOOD HOME (EIN 31-0537069)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-05-13
- IRS object ID
- 202401349349302320
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-13T09:31:51-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 316063298 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELLOTT & MELLOTT PLL | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 WALNUT STREET - SUITE 2500 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452024025 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310537069 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEECHWOOD HOME | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BEEC | BusinessNameControlTxt |
| Phone | 5133219294 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2140 POGUE AVE | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452083234 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PATRICIA CLARK | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 5133219294 | PhoneNum |
| Signature | 2024-05-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PATRICIA | PersonFirstNm |
| Person Last | CLARK | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY A DEYHLE | PreparerPersonNm |
| PTIN | P00341594 | PTIN |
| Phone | 5132412940 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PATRICIA CLARK | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2140 POGUE AVE | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452083234 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $12,557,769 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1890 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | THE BEECHWOOD HOME OFFERS SPECIALIZED, LONG-TERM CARE SERVICES TO THOSE WHO HAVE INCURABLE, NEUROLOGICAL, CHRONIC AND DISABLING CONDITIONS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 295 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,575,175 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,278,940 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $7,262,156 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $8,110,686 | CYProgramServiceRevenueAmt |
| PY Investment Income | $52,119 | PYInvestmentIncomeAmt |
| CY Investment Income | $30,572 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$2,397 | PYOtherRevenueAmt |
| CY Other Revenue | $54,000 | CYOtherRevenueAmt |
| PY Total Revenue | $11,887,053 | PYTotalRevenueAmt |
| CY Total Revenue | $12,474,198 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,654,731 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,386,522 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $221,849 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,388,968 | PYOtherExpensesAmt |
| CY Other Expenses | $5,667,518 | CYOtherExpensesAmt |
| PY Total Expenses | $12,043,699 | PYTotalExpensesAmt |
| CY Total Expenses | $12,054,040 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$156,646 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $420,158 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $59,430,085 | TotalAssetsBOYAmt |
| Total Assets EOY | $62,640,740 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,111,733 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $919,255 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $58,318,352 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $61,721,485 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | FOUNDED IN CINCINNATI, OHIO IN 1890, THE BEECHWOOD HOME IS A SKILLED NURSING CARE FACILITY FOR 80 ADULTS WITH PHYSICAL AND NEUROLOGICAL DISABILITIES. SERVICES AT THE BEECHWOOD HOME INCLUDE LONG-TERM, REHABILITATIVE MEDICAL AND NURSING CARE; PHYSICAL, OCCUPATIONAL AND SPEECH THERAPIES; AND SOCIAL ENRICHMENT PROGRAMS INCLUDING COMPUTER AND EDUCATION THERAPY, THERAPEUTIC RECREATION AND RELIGIOUS PROGRAMS. ALL BEECHWOOD HOMES PROGRAMS ARE DESIGNED TO MAXIMIZE THE INDEPENDENCE OF PEOPLE WITH PHYSICAL AND NEUROLOGICAL DISABILITIES IN A "PERSON CENTERED" HOMELIKE ENVIRONMENT.MANY YOUNGER PEOPLE WITH PHYSICAL AND NEUROLOGICAL DISABILITIES CHOOSE TO MOVE TO THE BEECHWOOD HOME SO THEY CAN LIVE WITH PEOPLE WITH SIMILAR AGES AND TYPES OF DISABILITIES. RESIDENTS RECEIVE CARE SPECIFICALLY DESIGNED TO MEET THEIR NEEDS. RESIDENTS ALSO CHOOSE BEECHWOOD HOME TO PURSUE MANY OF THEIR INTERESTS, HOBBIES AND EDUCATIONAL GOALS THROUGH THE SOCIAL ENRICHMENT PROGRAMS WE OFFER. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $10,624,625 | ExpenseAmt |
| Revenue | $8,175,702 | RevenueAmt |
| Desc | FOUNDED IN CINCINNATI, OHIO IN 1890, THE BEECHWOOD HOME IS A SKILLED NURSING CARE FACILITY FOR 80 ADULTS WITH PHYSICAL AND NEUROLOGICAL DISABILITIES. SERVICES AT THE BEECHWOOD HOME INCLUDE LONG-TERM, REHABILITATIVE MEDICAL AND NURSING CARE; PHYSICAL, OCCUPATIONAL AND SPEECH THERAPIES; AND SOCIAL ENRICHMENT PROGRAMS INCLUDING COMPUTER AND EDUCATION THERAPY, THERAPEUTIC RECREATION AND RELIGIOUS PROGRAMS. ALL BEECHWOOD HOMES PROGRAMS ARE DESIGNED TO MAXIMIZE THE INDEPENDENCE OF PEOPLE WITH PHYSICAL AND NEUROLOGICAL DISABILITIES IN A "PERSON CENTERED" HOMELIKE ENVIRONMENT.MANY YOUNGER PEOPLE WITH PHYSICAL AND NEUROLOGICAL DISABILITIES CHOOSE TO MOVE TO THE BEECHWOOD HOME SO THEY CAN LIVE WITH PEOPLE WITH SIMILAR AGES AND TYPES OF DISABILITIES. RESIDENTS RECEIVE CARE SPECIFICALLY DESIGNED TO MEET THEIR NEEDS. RESIDENTS ALSO CHOOSE BEECHWOOD HOME TO PURSUE MANY OF THEIR INTERESTS, HOBBIES AND EDUCATIONAL GOALS THROUGH THE SOCIAL ENRICHMENT PROGRAMS WE OFFER. THE BEECHWOOD HOME STAFF IS SKILLED AT WORKING WITH PEOPLE WHO HAVE MULTIPLE SCLEROSIS, CEREBRAL PALSY, HUNTINGTON'S, SPINAL CORD INJURY AND OTHER NEUROLOGICAL DISORDERS AND DISABILITIES. | Desc |
| Total Program Service Expenses | $10,624,625 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 295 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MONTE STETLER DIRECTOR OF FINANCE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5138420759 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2140 POGUE AVENUE | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452083234 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (21 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ROBERT GROENKE | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| TIMOTHY TOFT | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| RENIE DOHRMANN | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| MARY JO LANE | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| MARTHA WALSH | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| DR JEFFREY T KELLER | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| ELLEN SEWARD | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| DR JOHN ROBERTS | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| DR DONNA SHAMBLEY-EBRON | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| TRACY SANDQUIST | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| GREG FRENCH | ||||||||
| BOARD MEMBER | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT HEIDT III | ||||||||
| TREASURER | 0.50 | $0 | $0 | $0 | Yes (X) | |||
| SARA K OSBORN | ||||||||
| SECRETARY | 0.50 | $0 | $0 | $0 | Yes (X) | |||
| JAMES GIBBS | ||||||||
| PRESIDENT | 0.50 | $0 | $0 | $0 | Yes (X) | |||
| WILLIAM BAECHTOLD | ||||||||
| MEMBER AT LARGE | 0.50 | $0 | $0 | $0 | Yes (X) | |||
| SAMUEL BORTZ | ||||||||
| VICE PRESIDENT | 0.50 | $0 | $0 | $0 | Yes (X) | |||
| TIM OWENS | ||||||||
| CFO (RETIRED) | 40.00 | $173,495 | $0 | $7,850 | Yes (X) | |||
| PATRICIA CLARK | ||||||||
| CEO | 40.00 | $431,482 | $0 | $35,350 | Yes (X) | |||
| STEPHANIE UNTERBRINK | ||||||||
| RN | 40.00 | $114,487 | $0 | $5,249 | Yes (X) | |||
| BETH HILS | ||||||||
| HR DIRECTOR | 40.00 | $113,996 | $0 | $5,121 | Yes (X) | |||
| ROSE PICADIO | ||||||||
| LPN | 40.00 | $115,800 | $0 | $0 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $949,260 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $53,570 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Government Grants | $537,392 | GovernmentGrantsAmt |
| All Other Contributions | $3,741,548 | AllOtherContributionsAmt |
| Total Contributions | $4,278,940 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MANAGED CARE | 623000 | $4,682,647 | $4,682,647 |
| PRIVATE PAY & OTHER | 623000 | $1,591,213 | $1,591,213 |
| MEDICAID | 623000 | $1,171,307 | $1,171,307 |
| MEDICARE | 623000 | $657,129 | $657,129 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,390 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,390 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $8,110,686 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $19,556 | TotalRevenueColumnAmt |
| Exclusion | $19,556 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $54,000 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $54,000 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $54,000 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $54,000 | RelatedOrExemptFuncIncomeAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $94,587 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $83,571 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $11,016 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,016 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,016 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,474,198 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,175,702 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $19,556 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $604,978 | TotalAmt |
| Program Services | $172,593 | ProgramServicesAmt |
| Management And General | $302,940 | ManagementAndGeneralAmt |
| Fundraising | $129,445 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,823,090 | TotalAmt |
| Program Services | $4,499,621 | ProgramServicesAmt |
| Management And General | $304,229 | ManagementAndGeneralAmt |
| Fundraising | $19,240 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $557,185 | TotalAmt |
| Program Services | $427,157 | ProgramServicesAmt |
| Management And General | $111,325 | ManagementAndGeneralAmt |
| Fundraising | $18,703 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $401,269 | TotalAmt |
| Program Services | $346,301 | ProgramServicesAmt |
| Management And General | $43,594 | ManagementAndGeneralAmt |
| Fundraising | $11,374 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,352 | TotalAmt |
| Management And General | $6,352 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,083 | TotalAmt |
| Management And General | $97,083 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,204,239 | TotalAmt |
| Program Services | $2,169,548 | ProgramServicesAmt |
| Management And General | $34,691 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,050,497 | TotalAmt |
| Program Services | $971,689 | ProgramServicesAmt |
| Management And General | $78,808 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $878,588 | TotalAmt |
| Program Services | $854,114 | ProgramServicesAmt |
| Management And General | $24,474 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,185 | TotalAmt |
| Program Services | $10,086 | ProgramServicesAmt |
| Management And General | $7,535 | ManagementAndGeneralAmt |
| Fundraising | $7,564 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $499,012 | TotalAmt |
| Program Services | $440,816 | ProgramServicesAmt |
| Management And General | $58,196 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,557 | TotalAmt |
| Program Services | $123,026 | ProgramServicesAmt |
| Management And General | $3,531 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| FRANCHISE FEE | $399,238 | $399,238 | |
| RECRUITMENT | $92,560 | $81,899 | $10,661 |
| BAD DEBT | $67,714 | $67,714 | |
| WORKERS COMP | $59,113 | $47,806 | $11,307 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $161,380 | TotalAmt |
| Program Services | $80,731 | ProgramServicesAmt |
| Management And General | $45,126 | ManagementAndGeneralAmt |
| Fundraising | $35,523 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,054,040 | TotalAmt |
| Program Services | $10,624,625 | ProgramServicesAmt |
| Management And General | $1,207,566 | ManagementAndGeneralAmt |
| Fundraising | $221,849 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $779,029 | BOYAmt |
| EOY | $1,355,765 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $723,405 | BOYAmt |
| EOY | $677,317 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $185,670 | BOYAmt |
| EOY | $104,557 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $21,185,726 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $15,823,165 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,716,333 | BOYAmt |
| EOY | $5,362,561 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $759,699 | BOYAmt |
| EOY | $918,622 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,265,949 | BOYAmt |
| EOY | $54,221,918 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,430,085 | BOYAmt |
| EOY | $62,640,740 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $925,378 | BOYAmt |
| EOY | $689,922 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $186,355 | BOYAmt |
| EOY | $229,333 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,111,733 | BOYAmt |
| EOY | $919,255 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,178,437 | BOYAmt |
| EOY | $46,760,574 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,139,915 | BOYAmt |
| EOY | $14,960,911 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,318,352 | BOYAmt |
| EOY | $61,721,485 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,430,085 | BOYAmt |
| EOY | $62,640,740 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $420,158 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $134,115 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $2,848,860 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | Yes (1) | AccountantCompileOrReviewInd |
Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | 0 | FSAuditedInd |
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,889,714 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,764,607 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,414,213 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,148,315 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,594,664 | CurrentTaxYearAmt |
| Total | $54,811,513 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,889,714 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,764,607 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,414,213 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,148,315 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,594,664 | CurrentTaxYearAmt |
| Total | $54,811,513 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $54,811,513 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $54,428 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $58,737 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $47,854 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $52,119 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $59,764 | CurrentTaxYearAmt |
| Total | $272,902 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $54,428 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $58,737 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $47,854 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $52,119 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $59,764 | CurrentTaxYearAmt |
| Total | $272,902 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $297,474 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $64,269 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $56,886 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $64,222 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $59,764 | CurrentTaxYearAmt |
| Total | $542,615 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,241,616 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $11,887,613 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,518,953 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $11,264,656 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,714,192 | CurrentTaxYearAmt |
| Total | $55,627,030 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.98530 | PublicSupportCY509Pct |
| Public Support PY509 | 0.97980 | PublicSupportPY509Pct |
| Investment Income CY | 0.00490 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00530 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $29,131 | OtherCostOrOtherBasisAmt |
| Book Value | $29,131 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $17,294,440 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,565,459 | DepreciationAmt |
| Book Value | $4,728,981 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,862,155 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,257,706 | DepreciationAmt |
| Book Value | $604,449 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $5,362,561 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| BENEFICIAL INTEREST IN PERPETUAL TRUSTS | $13,329,899 |
| BENEFICIAL INTEREST IN SUPPORTING ORGANIZATIONS | $40,550,296 |
| DEFERRED COMPENSATION- INVESTMENT | $229,333 |
| RESTRICTED CASH | $112,390 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $54,221,918 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEFERRED COMPENSATION | Desc |
| Amt | $229,333 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $229,333 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, THE ORGANIZATION IS SUBJECT TO FEDERAL INCOME TAX ON UNRELATED BUSINESS INCOME FROM RENTAL OF ITS FORMER ASSISTED LIVING SPACE. THERE WAS NO TAX CHARGED AGAINST CURRENT OPERATIONS. CONTRIBUTIONS TO THE ORGANIZATION QUALIFY AS CHARITABLE DEDUCTIONS. IN THE NORMAL COURSE OF BUSINESS, THE ORGANIZATION IS SUBJECT TO EXAMINATION BY VARIOUS TAXING AUTHORITIES. ALTHOUGH THE OUTCOME OF TAX AUDITS IS ALWAYS UNCERTAIN, THE ORGANIZATION BELIEVES THAT THERE ARE NO SIGNIFICANT UNRECOGNIZED TAX LIABILITIES AT DECEMBER 31, 2023 . | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PATRICIA CLARK | ||||||||||||||
| CEO | $431,482 | $0 | $0 | $0 | $0 | $0 | $35,350 | $0 | $0 | $0 | $466,832 | $0 | $0 | $0 |
| TIM OWENS | ||||||||||||||
| CFO (RETIRED) | $173,495 | $0 | $0 | $0 | $0 | $0 | $7,850 | $0 | $0 | $0 | $181,345 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4B | PATRICIA CLARK. THE HOME INSTITUTED A DEFERRED COMPENSATION PLAN UNDER INTERNAL REVENUE CODE SECTION 457(B). THE PURPOSE OF THE PLAN IS TO PROVIDE DEFERRED COMPENSATION FOR A MEMBER OF MANAGEMENT. |
| SCHEDULE J, PART I, LINE 4B | THE HOME INSTITUTED A DEFERRED COMPENSATION PLAN UNDER INTERNAL REVENUE CODE SECTION 457 (B). THE PURPOSE OF THE PLAN IS TO PROVIDE DEFERRED COMPENSATION FOR A MEMBER OF MANAGEMENT. INCLUDED IN THE STATEMENT OF FINANCIAL POSITION ARE INVESTMENTS WHICH OFFSET THE DEFERRED COMPENSATION UNDER OTHER LIABILITIES. THE DEFERRED COMPENSATION PLAN EXPENSE CHARGED AGAINST CURRENT OPERATIONS AMOUNTED TO $20,500. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE DIRECTOR OF FINANCE WILL E-MAIL A COPY OF THE FORM 990 TO THE FINANCE COMMITTEE TO REVIEW AND APPROVE. ONCE THE FINANCE COMMITTEE APPROVES THE FORM 990, THEY WILL INFORM THE DIRECTOR OF FINANCE. THE DIRECTOR OF FINANCE WILL THEN DISTRIBUTE THE FORM 990 TO THE BOARD OF TRUSTEE'S FOR THEIR REVIEW. THE DIRECTOR OF FINANCE WILL THEN INFORM THE ACCOUNTING FIRM OF THE APPROVAL BY THE FINANCE COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT, WHICH AFFIRMS THAT THEY ARE FOLLOWING THE CONFLICT OF INTEREST POLICY. TO ENSURE THAT THE CORPORATION OPERATES IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSES AND THAT IT DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS STATUS AS AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX, ANNUAL REVIEWS SHALL BE CONDUCTED BY THE EXECUTIVE COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE COMPENSATION SYSTEM WILL EVALUATE POSITIONS TO MARKET BY USING LOCAL AND STATE SPECIFIC SURVEY DATA. THE MARKET DATA WILL PRIMARILY INCLUDE OTHER LONG TERM CARE FACILITIES AND WILL INCLUDE SURVEY DATA FOR MORE SPECIALIZED POSITIONS. ON AN ANNUAL BASIS THE CEO, DIRECTOR OF HR AND CFO WILL REVIEW AND APPROVE RECOMMENDED CHANGES TO POSITION RANGE AS DETERMINED THROUGH THE MARKET DATA AVAILABILITY. AS PART OF THE ANNUAL BUDGETING PROCESS THE BOARD OF TRUSTEE'S WILL REVIEW AND APPROVE FUNDS TO BE ALLOCATED FOR TOTAL COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. |
| FORM 990, PART IX, LINE 11G | OTHER FEES: PROGRAM SERVICE EXPENSES 2,169,548. MANAGEMENT AND GENERAL EXPENSES 34,691. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,204,239. |
| FORM 990, PART XI, LINE 9: | UNREALIZED GAIN/LOSS ON BENEFICIAL FOUNDATION 2,250,918. UNREALIZED GAIN/ LOSS ON BENEFICIAL INTERESTS IN PERPETUAL TRUSTS 597,942. |
| FORM 990, PART XI, LINE 2C EXPLANATION | THE FINANCE COMMITTEE REVIEWS THE REVIEWED FINANCIAL STATEMENTS PRIOR TO ISSUANCE. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BEECHWOOD FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2140 POGUE AVENUE | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 452083234 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311441552 | EIN |
| Primary Activities | TO SUPPORT BEECHWOOD HOME. | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BEECHWOOD FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $2,357,650 | InvolvedAmt |
Comments