2024-11-15T08:42:03-06:00 2023-12-31 882730877 CHERRY BEKAERT ADVISORY LLC 222 SECOND AVE SOUTH STE 1240 NASHVILLE TN 37201 990 2023-01-01 621533400 THE BLAKEFORD AT GREEN HILLS BLAK 6156659505 11 BURTON HILLS BLVD NASHVILLE TN 37215 AL GRIFFIN CFO 6156659505 2024-11-14 1 0 LAUREN MOSES P02156583 6153836592 2023 2024-10-15 13:58:12Z BRIAN BARNES 11 BURTON HILLS BLVD NASHVILLE TN 37215 57390008 0 X WWW.BLAKEFORD.COM X 1992 TN PROVIDE QUALITY LIFESTYLE OPTIONS AND SERVICES TO SENIOR ADULTS THAT ENCOURAGE INDEPENDENCE, INDIVIDUALITY AND PRIVACY, WHILE CREATING BOTH ECONOMIC VALUE AND LIFE ENRICHMENT OPPORTUNITIES FOR ALL THOSE WE SERVE. 12 12 257 12 0 0 16200 0 17947003 21852995 525008 1026013 0 315931 18488211 23194939 0 0 0 0 10150456 12985028 0 0 0 10538864 13152713 20689320 26137741 -2201109 -2942802 111234285 123151149 130323812 144586720 -19089527 -21435571 PROVIDE QUALITY LIFESTYLE OPTIONS AND SERVICES TO SENIOR ADULTS THAT ENCOURAGE INDEPENDENCE, INDIVIDUALITY AND PRIVACY, WHILE CREATING BOTH ECONOMIC VALUE AND LIFE ENRICHMENT OPPORTUNITIES FOR ALL THOSE WE SERVE. 0 0 25136621 21852995 THE ORGANIZATION PROVIDES LONG TERM CARE FACILITIES IN THE STATE OF TENNESSEE, SPECIFICALLY DESIGNED TO MEET THE PHYSICAL, SOCIAL & PSYCHOLOGICAL NEEDS OF ELDERLY AND INFIRM PERSONS, INCLUDING BUT NOT LIMITED TO HOUSING, BUILDINGS, STRUCTURES, EQUIPMENT, FURNISHINGS, PROGRAMS AND RELATED HEALTH AND OTHER SERVICES CONTRIBUTING TO THEIR HEALTH, SECURITY, HAPPINESS, AND PHYSICAL AND MENTAL WELL-BEING. THERE WERE APPROXIMATELY 623 PERSONS SERVED IN 2023. 25136621 1 0 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 49 0 1 257 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 TN X AL GRIFFIN 6156653745 11 BURTON HILLS BLVD NASHVILLE TN 37215 JOSEPH HARWELL CHAIR/SECRETARY 1.00 X X 0 0 0 TAMMY BOEHMS TREASURER 1.00 X X 0 0 0 GINNA BETTS BOARD MEMBER 1.00 X 0 0 0 SANDY BLEDSOE BOARD MEMBER 1.00 X 0 0 0 JANET CONNOR BOARD MEMBER 1.00 X 0 0 0 FRED EWING BOARD MEMBER 1.00 X 0 0 0 ANDREW FAWAZ BOARD MEMBER 1.00 X 0 0 0 TERRY FRISBY BOARD MEMBER 1.00 X 0 0 0 DAVID GREGORY BOARD MEMBER 1.00 X 0 0 0 MARK PIERCE BOARD MEMBER 1.00 X 0 0 0 MARY CLARE PYRON BOARD MEMBER 1.00 X 0 0 0 CHRIS WAS BOARD MEMBER 1.00 X 0 0 0 BRIAN BARNES CEO/PRESIDENT 35.30 4.70 X 335995 0 23080 ALLISON GRIFFITH COO/VICE PRESIDENT 35.30 4.70 X 134622 0 9776 AL GRIFFIN CFO 35.30 4.70 X 127191 0 11506 SARAH BISHOP SALES & MARKETING DIRECTOR 40.00 X 144110 0 7196 LAKECIA THOMAS HEALTH CENTER ADMINISTRATOR 40.00 X 125906 0 9634 SHAWN CLARK CTO 40.00 X 118642 0 15380 JANE KELLEY EXECUTIVE DIRECTOR HCBS 0.00 40.00 X 116745 0 4655 TANYA FULBRIGHT UTILIZATION NURSER 40.00 X 108899 0 4482 1212110 0 85709 13 0 1 0 SOLOMON BUILDERS 4539 TROUSDALE DR NASHVILLE TN 37204 CONSTRUCTIION 9865266 MORRISON LIVING 400 NORTHRIDGE RD ATLANTA GA 30350 DINING SERVICE MANAGEMENT 3628026 SELECTREHAB 2600 COMPASS RD GLENVIEW IL 60026 THERAPY SERVICES 909768 CLARK FOOD SERVICE EQUIPMENT 2207 OLD PHILADELPHIA PIKE LANCASTER PA 17602 DINING EQUIPMENT & CONSTRUCTION 526048 JOHN RICHARDSON 7853 OLD CHARLOTTE PIKE NASHVILLE TN 37209 APARTMENT RENOVATION 483850 22 RESIDENT SERVICES REVENUE 623000 21727703 21727703 SHARED INCOME (THE BLAKEFORD AT H 623000 125292 125292 21852995 701099 701099 34519983 34195069 324914 324914 324914 INSURANCE PROCEEDS 900099 315931 315931 315931 23194939 21852995 0 1341944 566717 340030 226687 10247307 10144834 102473 119881 100700 19181 1314825 1104453 210372 736298 728935 7363 22561 1805 20756 92884 35296 57588 2545514 2545514 1212835 1032235 180600 1403238 1388310 14928 62875 31438 31437 1473221 1458489 14732 3419089 3384898 34191 366187 340554 25633 SUPPLIES 2183783 2161945 21838 LICENSES, PERMITS & FEE 214546 212401 2145 DUES & SUBSCRIPTIONS 88148 70518 17630 COVID-19 RELATED EXPENS 67832 54266 13566 26137741 25136621 1001120 0 4692134 571568 4744054 10980037 1140670 1361130 128684 163949 393661 320472 126655503 37411205 80264446 89244298 5641596 7047949 11515296 11507556 2713744 1954190 111234285 123151149 4521942 3202329 49123340 76356279 76483234 64710224 195296 317888 130323812 144586720 X -19089527 -21435571 -19089527 -21435571 111234285 123151149 -2942802 596758 0 X 0 1 X 1 0 X 27573 1906316 381759 16200 2331848 17683753 16146582 15850318 17947003 21852995 89480651 17711326 18052898 16232077 17963203 21852995 91812499 0 0 0 91812499 641609 530635 415894 386701 701099 2675938 641609 530635 415894 386701 701099 2675938 315931 315931 18352935 18583533 16647971 18349904 22870025 94804368 0.96840 0.97160 0.02820 0.02840 X 3613159 3613159 105627849 25316159 80311690 1403828 1276868 126960 15916332 10818178 5098154 94335 94335 89244298 FIXED INCOME SECURITIES 11507556 F 11507556 REFUNDABLE CUSTOMER DEPOSITS 317888 317888 X 23791697 596758 596758 23194939 0 23194939 26137741 0 26137741 0 26137741 PART X, LINE 2: BLAKEFORD, INC. IS A 501(C)(3) ORGANIZATION WHICH IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 509(A) OF THE IRC. IT IS NOT CONSIDERED A PRIVATE FOUNDATION. BGH IS A 501(C)(3) ORGANIZATION WHICH IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(A) OF THE IRC. BAH HAS BEEN CLASSIFIED AS A TAXEXEMPT ORGANIZATION UNDER SECTION 501(C)(4) OF THE IRC AND, THEREFORE, IS NOT SUBJECT TO FEDERAL INCOME TAX. BLAKEFORD ASSISTED LIVING AND HEALTH CENTER, INC. IS A 501(C)(3) ORGANIZATION WHICH IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 509(A) OF THE IRC. LIVEWELL BY BLAKEFORD, INC. IS A 501(C)(3) ORGANIZATION WHICH IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 509(A) OF THE IRC. OTHER AFFILIATES CONSISTING OF BLAKEFORD DEVELOPMENT SERVICES, INC. AND BLAKEFORD MANAGEMENT SERVICES, INC. ARE CORPORATIONS SUBJECT TO CORPORATE AND STATE INCOME TAX ON TAXABLE INCOME, IF ANY. THE COMPANY FOLLOWS FASB ASC GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. THIS GUIDANCE PRESCRIBES A MINIMUM PROBABILITY THRESHOLD THAT A TAX POSITION MUST MEET BEFORE A FINANCIAL STATEMENT BENEFIT IS RECOGNIZED. THE MINIMUM THRESHOLD IS DEFINED AS A TAX POSITION THAT IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY, INCLUDING RESOLUTION OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT TO BE RECOGNIZED IS MEASURED AS THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE COMPANY DOES NOT BELIEVE THERE ARE ANY UNCERTAIN TAX POSITIONS AT DECEMBER 31, 2023. ADDITIONALLY, THE COMPANY HAS NOT RECOGNIZED ANY TAX RELATED INTEREST AND PENALTIES IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. X X X 0 0 0 0 0 0 0 0 0 BRIAN BARNES CEO/PRESIDENT 300591 0 21900 0 13504 0 11465 0 11615 0 359075 0 0 0 SARAH BISHOP SALES & MARKETING DIRECTOR 92360 0 51750 0 0 0 0 0 7196 0 151306 0 0 0 A NASHVILLE TN GOVERNMENT 626139016 592041UF2 2012-08-09 30808458 REVENUE REFUNDING & IMPROVEMENT 1 0 0 B NASHVILLE TN GOVERNMENT 626139016 592041YU5 2020-11-19 48565000 IMPROVEMENT 0 0 0 A 23310000 30808458 614669 2077013 2012 1 0 1 1 B 45235737 3599087 3000000 315000 38321650 2022 0 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 A 0 1 0 0 0 0 0 0 0 B 0 1 0 0 0 0 0 0 0 A 0 B 0 PART III, LINE 9 AND PART IV, LINES 1, 2B, 2C & 7 - AS A RESULT OF TAX SOFTWARE LIMITATIONS THE FOLLOWING LINES HAVE BEEN ANSWERED "NO". HOWEVER, THE FOLLOWING LINES DO NOT REQUIRE A RESPONSE: PART III, LINE 9 PART IV, LINE 1, 2B, 2C, AND 7 FORM 990, PART VI, SECTION B, LINE 11B THE 990 WILL BE REVIEWED BY FINANCE COMMITTEE & MANAGEMENT BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, EACH BOARD MEMBER IS REQUIRED TO FILL OUT A CONFLICT OF INTEREST DISCLOSURE FORM. IF A CONFLICT ARISES THE BOARD WILL TAKE THE APPROPRIATE ACTION TO REMEDY THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE & BOARD OF DIRECTORS REVIEWS AND APPROVES THE CEO'S COMPENSATION. THE CEO WORKS WITH HUMAN RESOURCES ON EMPLOYEE'S COMPENSATION TO ENSURE THAT COMPETITIVE SALARIES ARE OFFERED UTILIZING MARKET COMPARISONS. A FINANCE COMMITTEE OF THE BOARD OFFERS INPUT ON THE COMPENSATION PACKAGES OF OFFICERS AND KEY EMPLOYEES, HOWEVER, THE CEO HAS FULL DISCRETION. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. BLAKEFORD INC 11 BURTON HILLS BLVD NASHVILLE TN 37215 300119044 SUPPORT ORGANIZATION TN 501(C)(3) LINE 12B, II N/A 0 BLAKEFORD ASSTD LIVING HEALTH CENTER 11 BURTON HILLS BLVD NASHVILLE TN 37215 300119048 DORMANT TN 501(C)(3) LINE 10 BLAKEFORD INC 0 BLAKEFORD AT HOME INC 11 BURTON HILLS BLVD NASHVILLE TN 37215 461354013 HOME HEALTCARE TN 501(C)(4) THE BLAKEFORD AT GREEN HILLS 1 LIVEWELL BY BLAKEFORD INC 11 BURTON HILLS BLVD NASHVILLE TN 372156298 464780380 HOME HEALTCARE TN 501(C)(3) LINE 10 BLAKEFORD INC 0 BLAKEFORD DEVELOPMENT SERVICES INC 11 BURTON HILLS BLVD NASHVILLE TN 37215 208591698 DEV. CO. RETIREMENT COMMUNITY TN N/A C 0 BLAKEFORD MANAGEMENT SERVICES INC 11 BURTON HILLS BLVD NASHVILLE TN 37215 208591838 MGMT. CO. FOR SENIOR HOUSING TN N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0