BEECH ACRES PARENTING CENTER: Form 990, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- BEECH ACRES PARENTING CENTER (EIN 31-0536663)
- Tax period
- 2021-07-01 to 2022-06-30
- Filed
- 2023-05-11
- IRS object ID
- 202331319349302738
- Schema version
- 2021v4.2
- 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 | 2023-05-11T10:16:52-05:00 | ReturnTs |
| Tax Period End | 2022-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 310800053 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK SCHAEFER HACKETT & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 EAST 4TH STREET | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2021-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310536663 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEECH ACRES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BEEC | BusinessNameControlTxt |
| Phone | 5132316630 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 615 ELSINORE PLACE SUITE 500 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRITTANY SPEED | PersonNm |
| Person Title | CHIEF FINANCIAL OFFICER | PersonTitleTxt |
| Phone | 5132316630 | PhoneNum |
| Signature | 2023-05-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRITTANY | PersonFirstNm |
| Person Last | SPEED | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ESTHER DANIEL | PreparerPersonNm |
| PTIN | P01285343 | PTIN |
| Phone | 5132413111 | PhoneNum |
| Preparation | 2023-04-26 | PreparationDt |
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 | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEECH ACRES PARENTING CENTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CATHERINE LAURA MITCHELL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 615 ELSINORE PLACE SUITE 500 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $18,459,153 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.BEECHACRES.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1849 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | WE COMBINE SCIENCE AND COMPASSION TO DELIVER INNOVATIVE SOLUTIONS THAT EQUIP ADULTS TO MEET THE CHILDREN'S NEEDS AND CULTIVATE THEIR STRENGTHS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 21 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 211 | TotalEmployeeCnt |
| Total Volunteers | 21 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $9,426,160 | PYContributionsGrantsAmt |
| CY Contributions Grants | $14,445,211 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,935,039 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,829,218 | CYProgramServiceRevenueAmt |
| PY Investment Income | $320,557 | PYInvestmentIncomeAmt |
| CY Investment Income | $344,612 | CYInvestmentIncomeAmt |
| PY Other Revenue | $263,197 | PYOtherRevenueAmt |
| CY Other Revenue | $9,325 | CYOtherRevenueAmt |
| PY Total Revenue | $12,944,953 | PYTotalRevenueAmt |
| CY Total Revenue | $16,628,366 | 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 | $9,874,689 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $11,006,331 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $648,979 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,692,550 | PYOtherExpensesAmt |
| CY Other Expenses | $4,661,938 | CYOtherExpensesAmt |
| PY Total Expenses | $14,567,239 | PYTotalExpensesAmt |
| CY Total Expenses | $15,668,269 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,622,286 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $960,097 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $84,277,437 | TotalAssetsBOYAmt |
| Total Assets EOY | $68,215,716 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,690,941 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,809,434 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $82,586,496 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $66,406,282 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | BEECH ACRES PARENTING CENTER, AN OHIO NOT-FOR-PROFT, HAS SERVED CHILDREN AND FAMILIES IN GREATER CINCINNATI SINCE 1849. WE COMBINE SCIENCE AND COMPASSION TO DELIVER INNOVATIVE SOLUTIONS THAT EQUIP ADULTS TO MEET CHILDREN'S NEEDS AND CULTIVATE THEIR STRENGTHS.AT BEECH ACRES, WE BELIEVE THAT EVERY CHILD DESERVES THE OPPORTUNITY TO ACHIEVE THEIR FULL POTENTIAL IN LIFE AND THAT PARENTING IS THE SINGLE GREATEST DIFFERENCE MAKER. WE ARE PASSIONATELY PURSUING A WORLD WHERE ALL CHILDREN ARE NURTURED TO DISCOVER, CULTIVATE AND APPLY THEIR NATURAL GIFTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $5,984,800 | ExpenseAmt |
| Revenue | $1,588,588 | RevenueAmt |
| Desc | COMMUNITY AND BEHAVIORAL HEALTH:BEYOND THE CLASSROOM (BTC), OUR SCHOOL AND COMMUNITY-BASED PROGRAM, PROVIDES BEHAVIORAL HEALTH SERVICES TO HELP CHILDREN, TEENS, AND FAMILIES WITH EMOTIONAL OR BEHAVIORAL NEEDS THROUGH ASSESSMENT, COUNSELING, COMMUNITY PSYCHIATRIC SUPPORTIVE TREATMENT AND PHARMACOLOGICAL MANAGEMENT SERVICES. THESE FAMILIES ARE SUPPORTED WITH A CONTINUUM OF PREVENTION AND INTERVENTION SERVICES REQUIRED TO FOSTER THEIR SUCCESS IN SCHOOL AND BUILD FAMILY ENGAGEMENT. THESE SERVICES PROMOTE PARTNERSHIPS IN THE COMMUNITY AMONG SCHOOLS, COMMUNITY RESOURCES AND FAMILIES BY WORKING MORE INTENTIONALLY TO LINK SCHOOL RESOURCES, SCHOOL OUTCOMES AND SCHOOL EXPECTATIONS WITH ITS PARTNERS' COORDINATED SERVICES. BEECH ACRES CURRENTLY PARTNERS WITH OVER 30 SCHOOLS IN THE GREATER CINCINNATI AREA.FAMILY PEER SUPPORT, A COMPONENT OF THE BTC PROGRAM, PROVIDES PARENTS ACCESS TO PEER SUPPORTS THAT ASSIST THEM IN THE ACQUISITION OF SERVICES AND THE ENHANCEMENT OF THEIR OWN CAPABILITIES AND SKILLS TO MEET THE NEEDS OF THEIR CHILDREN. THE PROGRAM ELICITS THE EXPERTISE OF PARENTS AND CAREGIVERS WHO HAVE FACED SIMILAR OBSTACLES AND EXPERIENCES WITH THEIR CHILDREN. SERVICES ARE PROVIDED TO APPROXIMATELY 4,600 AT-RISK CHILDREN. THE FAMILY PEER SUPPORT PROGRAM GUIDES PARENTS THROUGH UNDERSTANDING AND NAVIGATING SYSTEMS SUCH AS SCHOOL, MENTAL HEALTH, AND THE COURT SYSTEM.THE CHARACTER EFFECT (TCE) COMBINES EVIDENCE-BASED POSITIVE SCIENCE OF MINDFULNESS AND CHARACTER STRENGTH TO TRANSFORM A SCHOOL. THE FLEXIBLE, DEVELOPMENTAL FRAMEWORK BECOMES A POWERFUL FORCE FOR ALIGNING THE ADULTS IN A STUDENT'S LIFE; PARENTS, TEACHERS, AND ADMINISTRATION. THE CHARACTER EFFECT RECEIVED EVIDENCE-BASED STATUS BY THE CENTER FOR DISEASE CONTROL AND PREVENTION (CDC) AND HAS BEGUN TO EXPAND NATIONALLY OVER THE LAST TWO YEARS. OVER 19,000 PROFESSIONALS AND FAMILIES WERE SERVED AND STUDENTS IN YEAR 2 OF THE PROGRAM REPORTED STRONGER SOCIAL AND EMOTIONAL SKILLS THAN THOSE NEW TO THE PROGRAM.IN ADDITION TO THE SERVICE REIMBURSEMENTS, THESE PROGRAMS ARE SUPPORTED BY GOVERNMENT GRANTS OF $1,437,346. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,703,737 | ExpenseAmt |
| Revenue | $53,005 | RevenueAmt |
| Desc | THERAPEUTIC FOSTER CARE AND ADOPTION:BEECH ACRES HAS BEEN STANDING BEHIND THOSE WHO STAND UP FOR KIDS IN FOSTER CARE FOR MORE THAN 40 YEARS. WE PROVIDE TRADITIONAL AND TREATMENT FOSTER CARE FOR TEMPORARY OR EMERGENCY SUBSTITUTE FAMILY CARE FOR EMOTIONALLY, SEXUALLY OR PHYSICALLY ABUSED CHILDREN. WE DEVELOP FOSTER PARENTS AS MENTORS AND PAIR THEM WITH FAMILIES/DEDICATED ADULTS WITH THE GOAL OF REUNIFYING CHILDREN WITH THEIR FAMILIES, OR IN THEIR OWN COMMUNITY, AND DECREASING THE LENGTH OF STAY IN FOSTER CARE. CHILDREN ARE SERVED THROUGH FOSTER CARE, REUNIFICATION WITH BIOLOGICAL FAMILY AND ADOPTION. PROSPECTIVE FOSTER PARENTS ARE PROVIDED WITH TRAINING AND SUPPORT TO BECOME LICENSED FOSTER PARENTS.IN ADDITION TO THE SERVICE REIMBURSEMENTS, THESE PROGRAMS ARE SUPPORTED BY GOVERNMENT GRANTS OF $3,431,450. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,279,678 | ExpenseAmt |
| Revenue | $187,625 | RevenueAmt |
| Desc | PREVENTATIVE FAMILY SERVICES: PARENT ENRICHMENT PROGRAM'S PRIMARY GOAL IS TO BUILD TRUSTING RELATIONSHIPS WITH PARENTS. WE ACCESS THE PARENT'S NEEDS AND PROVIDE INDIVIDUAL AND GROUP SUPPORT TO ASSIST THEM IN MEETING THEIR GOALS OF KEEPING THEIR CHILDREN IN THE FAMILY HOME OR REUNIFYING WITH CHILDREN REMOVED FROM THEIR CARE.BEECH ACRES PROVIDES KINSHIP SERVICES SUPPORT TO ALLOW A RELATIVE OF A CHILD TO CARE FOR A CHILD WHO WOULD OTHERWISE NEED FOSTER CARE. BEING ABLE TO BE CARED FOR BY A RELATIVE REDUCES TRAUMATIC EXPERIENCES FOR YOUR GRANDCHILD, NIECE, NEPHEW, OR OTHER RELATIVE OR LOVED ONE. A DEDICATED RELATIVE IS MORE LIKELY TO UNDERSTAND THE CHILD'S CIRCUMSTANCES AND SUPPORT THEM LONG-TERM THROUGH DIFFICULT TIMES, WHICH HAS A POSITIVE IMPACT ON THEIR MENTAL AND PHYSICAL WELL-BEING. CHILDREN MAY EXPERIENCE IMPROVED MENTAL HEALTH OUTCOMES BY PRESERVING THE CHILD'S NATURAL SETTING WITHIN THEIR FAMILY OF ORIGIN. BEECH ACRES KINSHIP CONNECTIONS TEAM IS A SUPPORT NETWORK FOR CAREGIVERS; WITH MONTHLY MEETINGS TO FOSTER CAMARADERIE AND GIVE GUIDANCE FROM INDIVIDUALS WITH EXPERIENCE NAVIGATING THE COURT SYSTEMS AND COMMUNITY RESOURCES. WE PROVIDE FAMILY CONNECTIONS AND GROUP SETTING LEARNING ON A WIDE VARIETY OF TOPICS, INCLUDING THOSE FROM POSITIVE PARENTING PROGRAM (TRIPLE P), INDIVIDUAL KINSHIP PEER SUPPORT PROVIDED IN THE HOME AND COMMUNITY, AND SERVICE NAVIGATION TO ASSIST KINSHIP PARENTS AND FAMILIES.IN ADDITION TO THE SERVICE REIMBURSEMENTS, THESE PROGRAMS ARE SUPPORTED BY GOVERNMENT GRANTS OF $362,870. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $11,968,215 | 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 | Yes (1) | 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 | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 23 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 211 | 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 |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| 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 | 21 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | 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 |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRITTANY SPEED | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5132316630 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 615 ELSINORE PLACE SUITE 500 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (30 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|
| SARA COOPERRIDER | |||||||||
| BOARD CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| ROBERT WELCH | |||||||||
| VICE CHAIR | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| BETH A SILVERS | |||||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JOANNE FORMAL | |||||||||
| SECRETARY | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |||
| JENNY FRANTA | |||||||||
| PAST BOARD CHAIR | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHRISTINE FISHER | |||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| CHRISTOPHER BOLLING | |||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| CRAIG JACKSON | |||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| JR FOSTER | |||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| JESSICA DIPRE | |||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN WEBSTER | |||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| JONATHAN MCCANN | |||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | 5.00 | |||
| JUSTIN FLAMM | |||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| LAURA LEWIN | |||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| M ELAINE BILLMIRE | |||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| MARILYN ZAYAS | |||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| ROGELLE HACKWORTH | |||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| SOURUSHE ZANDVAKILI | |||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| SUSAN CUMMINGS | |||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | 5.00 | |||
| TRACY STILLWELL | |||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| VICKI MARSALA CALONGE | |||||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| CATHERINE LAURA MITCHELL | |||||||||
| PRESIDENT/CEO (STARTED 06/15/21) | 40.00 | Yes (X) | $132,084 | $0 | $11,318 | 5.00 | |||
| BRITTANY SPEED | |||||||||
| CFO (STARTED 12/13/21) | 40.00 | Yes (X) | $3,326 | $0 | $2,550 | 5.00 | |||
| RICKA BERRY | |||||||||
| VP CHILD WELFARE | 40.00 | $115,519 | $0 | $12,631 | Yes (X) | ||||
| SHARIDON WOLZ | |||||||||
| VP BH & SBS | 40.00 | $117,181 | $0 | $11,443 | Yes (X) | ||||
| JILL HUYNH | |||||||||
| VP PARENT CONNEXT | 40.00 | $106,988 | $0 | $10,079 | Yes (X) | ||||
| TERI COMPTON | |||||||||
| VP OF TALENT & CULTURE | 40.00 | $112,246 | $0 | $9,242 | Yes (X) | ||||
| ANNE WALLACE-BROSCIOUS | |||||||||
| VP APPLIED SCIENCE | 40.00 | $132,841 | $0 | $12,285 | Yes (X) | ||||
| JAMES MASON | |||||||||
| PRESIDENT/CEO (RETIRED 06/30/21) | 40.00 | $275,707 | $0 | $5,136 | 5.00 | Yes (X) | |||
| RUTHANN ZINS | |||||||||
| CFO (RETIRED 12/03/21) | 40.00 | $149,232 | $0 | $4,818 | 5.00 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,145,124 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $79,502 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $198,039 | FederatedCampaignsAmt |
| Related Organizations | $6,970,366 | RelatedOrganizationsAmt |
| Government Grants | $5,547,403 | GovernmentGrantsAmt |
| All Other Contributions | $1,729,403 | AllOtherContributionsAmt |
| Noncash Contributions | $32,750 | NoncashContributionsAmt |
| Total Contributions | $14,445,211 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MEDICARE/MEDICAID | 900099 | $1,264,115 | $1,264,115 |
| SUPPORT SERVICES | 900099 | $532,670 | $532,670 |
| PROGRAM REGISTRATION | 900099 | $32,433 | $32,433 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,829,218 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $345,922 | TotalRevenueColumnAmt |
| Exclusion | $345,922 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,829,477 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,830,787 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$1,310 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$1,310 | TotalRevenueColumnAmt |
| Exclusion | -$1,310 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BWC DIVIDEND | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $9,325 | TotalRevenueColumnAmt |
| Exclusion | $9,325 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $9,325 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,628,366 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,829,218 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $353,937 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $584,171 | TotalAmt |
| Program Services | $468,794 | ProgramServicesAmt |
| Management And General | $91,518 | ManagementAndGeneralAmt |
| Fundraising | $23,859 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,177,511 | TotalAmt |
| Program Services | $6,562,405 | ProgramServicesAmt |
| Management And General | $1,281,118 | ManagementAndGeneralAmt |
| Fundraising | $333,988 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $650,582 | TotalAmt |
| Program Services | $522,088 | ProgramServicesAmt |
| Management And General | $101,923 | ManagementAndGeneralAmt |
| Fundraising | $26,571 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $889,758 | TotalAmt |
| Program Services | $714,025 | ProgramServicesAmt |
| Management And General | $139,393 | ManagementAndGeneralAmt |
| Fundraising | $36,340 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $704,309 | TotalAmt |
| Program Services | $565,204 | ProgramServicesAmt |
| Management And General | $110,340 | ManagementAndGeneralAmt |
| Fundraising | $28,765 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $25,237 | TotalAmt |
| Program Services | $11,068 | ProgramServicesAmt |
| Management And General | $13,880 | ManagementAndGeneralAmt |
| Fundraising | $289 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,232 | TotalAmt |
| Program Services | $23,346 | ProgramServicesAmt |
| Management And General | $29,277 | ManagementAndGeneralAmt |
| Fundraising | $609 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,100 | TotalAmt |
| Program Services | $8,377 | ProgramServicesAmt |
| Management And General | $10,505 | ManagementAndGeneralAmt |
| Fundraising | $218 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,224,723 | TotalAmt |
| Program Services | $534,953 | ProgramServicesAmt |
| Management And General | $614,630 | ManagementAndGeneralAmt |
| Fundraising | $75,140 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,458 | TotalAmt |
| Program Services | $132,360 | ProgramServicesAmt |
| Management And General | $12,098 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $227,634 | TotalAmt |
| Program Services | $119,185 | ProgramServicesAmt |
| Management And General | $76,935 | ManagementAndGeneralAmt |
| Fundraising | $31,514 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $252,404 | TotalAmt |
| Program Services | $95,902 | ProgramServicesAmt |
| Management And General | $152,110 | ManagementAndGeneralAmt |
| Fundraising | $4,392 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,549 | TotalAmt |
| Program Services | $95,784 | ProgramServicesAmt |
| Management And General | $20,698 | ManagementAndGeneralAmt |
| Fundraising | $67 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,971 | TotalAmt |
| Program Services | $89,960 | ProgramServicesAmt |
| Management And General | $35,512 | ManagementAndGeneralAmt |
| Fundraising | $3,499 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,115 | TotalAmt |
| Program Services | $24,420 | ProgramServicesAmt |
| Management And General | $122,565 | ManagementAndGeneralAmt |
| Fundraising | $130 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $122,939 | TotalAmt |
| Program Services | $84,613 | ProgramServicesAmt |
| Management And General | $35,855 | ManagementAndGeneralAmt |
| Fundraising | $2,471 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| FOSTER CARE PER DIEM | $1,480,085 | $1,480,085 | ||
| BAD DEBT EXPENSE | $112,256 | $112,256 | ||
| MEMBERSHIPS AND DUES | $60,790 | $1,422 | $57,364 | $2,004 |
| EQUIP. RENTAL & MAINTEN | $51,165 | $21,789 | $24,869 | $4,507 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $495,280 | TotalAmt |
| Program Services | $300,179 | ProgramServicesAmt |
| Management And General | $120,485 | ManagementAndGeneralAmt |
| Fundraising | $74,616 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,668,269 | TotalAmt |
| Program Services | $11,968,215 | ProgramServicesAmt |
| Management And General | $3,051,075 | ManagementAndGeneralAmt |
| Fundraising | $648,979 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $716,346 | BOYAmt |
| EOY | $1,688,409 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,265 | BOYAmt |
| EOY | $1,000,324 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $124,246 | BOYAmt |
| EOY | $218,382 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,695,360 | BOYAmt |
| EOY | $1,575,289 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $271,542 | BOYAmt |
| EOY | $258,461 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,891,484 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,055,750 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $750,479 | BOYAmt |
| EOY | $835,734 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $23,004,010 | BOYAmt |
| EOY | $19,338,919 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,220 | BOYAmt |
| EOY | $50,861 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $91,561 | BOYAmt |
| EOY | $78,761 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,514,408 | BOYAmt |
| EOY | $43,170,576 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,277,437 | BOYAmt |
| EOY | $68,215,716 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,653,971 | BOYAmt |
| EOY | $1,761,240 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,970 | BOYAmt |
| EOY | $48,194 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,690,941 | BOYAmt |
| EOY | $1,809,434 | 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 | $72,735,405 | BOYAmt |
| EOY | $57,666,071 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,851,091 | BOYAmt |
| EOY | $8,740,211 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,586,496 | BOYAmt |
| EOY | $66,406,282 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $84,277,437 | BOYAmt |
| EOY | $68,215,716 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $960,097 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$2,817,463 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$14,322,848 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,005,605 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,607,478 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,414,277 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,426,160 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,445,211 | CurrentTaxYearAmt |
| Total | $48,898,731 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,005,605 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,607,478 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,414,277 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,426,160 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,445,211 | CurrentTaxYearAmt |
| Total | $48,898,731 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $48,898,731 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $461,676 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $477,545 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $401,358 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $323,063 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $345,922 | CurrentTaxYearAmt |
| Total | $2,009,564 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $166,796 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $263,197 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,325 | CurrentTaxYearAmt |
| Total | $439,318 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $51,347,613 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $18,698,168 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.95230 | PublicSupportCY170Pct |
| Public Support PY170 | 0.94120 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $56,557,570 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$6,898,285 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $6,970,366 | OtherExpendituresAmt |
| End Year Balance | $42,688,919 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $44,688,331 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $13,276,160 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,406,921 | OtherExpendituresAmt |
| End Year Balance | $56,557,570 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $46,219,136 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,467,049 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,997,854 | OtherExpendituresAmt |
| End Year Balance | $44,688,331 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $47,045,842 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $2,553,867 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,380,573 | OtherExpendituresAmt |
| End Year Balance | $46,219,136 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $45,808,810 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $3,437,032 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,200,000 | OtherExpendituresAmt |
| End Year Balance | $47,045,842 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.86015 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.13985 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | Yes (1) | EndowmentsHeldRelatedOrgInd |
| Related Org List Sch R | Yes (1) | RelatedOrgListSchRInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $97,924 | OtherCostOrOtherBasisAmt |
| Book Value | $97,924 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,020,916 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,654,016 | DepreciationAmt |
| Book Value | $366,900 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $784,691 | OtherCostOrOtherBasisAmt |
| Depreciation | $686,311 | DepreciationAmt |
| Book Value | $98,380 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $987,953 | OtherCostOrOtherBasisAmt |
| Depreciation | $715,423 | DepreciationAmt |
| Book Value | $272,530 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $835,734 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INTEREST IN NET ASSETS OF BEECH ACRES FOUNDATION | $36,719,747 |
| INTEREST IN PERPETUAL TRUSTS | $5,316,035 |
| DIVIDEND AND INTEREST RECEIVABLE | $471,897 |
| FUNDS HELD IN TRUST | $662,897 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $43,170,576 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REFUNDABLE ADVANCES | Desc |
| Amt | $48,194 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $48,194 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | -$511,945 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$2,817,463 | NetUnrealizedGainsInvstAmt |
| Other Revenue | -$14,322,848 | OtherRevenueAmt |
| Revenue Not Reported | -$17,140,311 | RevenueNotReportedAmt |
| Revenue Subtotal | $16,628,366 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $16,628,366 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $15,668,269 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $15,668,269 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $15,668,269 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | TO SUPPORT THE EDUCATIONAL AND CHARITABLE ACTIVITIES OF BEECH ACRES. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | CHANGE IN NET ASSETS OF BEECH ACRES FOUNDATION -12,941,642. CHANGE IN VALUE OF PERPETUAL TRUSTS -1,107,382. CHANGE IN VALUE OF FUNDS HELD IN TRUST -273,824. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 | 0 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JAMES MASON | ||||||||||||||
| PRESIDENT/CEO (RETIRED 06/30/21) | $100,796 | $0 | $19,800 | $0 | $155,111 | $0 | $773 | $0 | $4,363 | $0 | $280,843 | $0 | $0 | $0 |
| RUTHANN ZINS | ||||||||||||||
| CFO (RETIRED 12/03/21) | $140,486 | $0 | $0 | $0 | $8,746 | $0 | $2,356 | $0 | $2,462 | $0 | $154,050 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART II, (B)(III): | FormAndLineReferenceDesc |
| Explanation | THE OTHER REPORTABLE COMPENSATION FOR JAMES MASON INCLUDES: VACATION, PTO AND DEFERRED 457 PLAN PAYOUTS. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $15,042 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | STOCK EXCHANGE | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | TOYS, BACKPACKS, TREATS, TICKETS | Desc |
| Contribution | 115 | ContributionCnt |
| Noncash Contributions Rpt F990 | $17,709 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | DONOR DECLARED | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER, THE BOARD CHAIRPERSON AND THE FINANCE COMMITTEE CHAIRPERSON, OR THEIR DESIGNEE, REVIEW THE FORM BEFORE BEING SIGNED AND FILED. |
| FORM 990, PART VI, SECTION B, LINE 12C | SITUATIONS, IN WHICH A POTENTIAL CONFLICT OF INTEREST MAY ARISE, ARE HANDLED ON A CASE BY CASE BASIS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE EXECUTIVE COMPENSATION COMMITTEE, WHICH INCLUDES THE FORMER BOARD OF TRUSTEES CHAIRPERSON AND CURRENT BOARD CHAIRPERSON AND VICE CHAIRPERSON, REVIEWS AND APPROVES THE COMPENSATION STRUCTURE FOR THE PRESIDENT/CEO,ANNUALLY. THERE IS A FORMAL WRITTEN REPORT THAT INCLUDES ANALYSIS FROM ALL INTERNAL AND EXTERNAL SOURCES. OTHER OFFICERS OR KEY EMPLOYEES GO THROUGH THE ORGANIZATION'S ANNUAL PERFORMANCE REVIEW PROCESS WHICH INCLUDES AN EVALUATION AND RATING OF INDIVIDUAL OUTCOMES. |
| FORM 990, PART VI, SECTION C, LINE 19 | UPON REQUEST |
| FORM 990, PART XI, LINE 9: | CHANGE IN NET ASSETS OF BEECH ACRES FOUNDATION -12,941,642. CHANGE IN VALUE OF PERPETUAL TRUSTS -1,107,382. CHANGE IN VALUE OF FUNDS HELD IN TRUST -273,824. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEECH ACRES FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 615 ELSINORE PLACE SUITE 500 | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311742685 | EIN |
| Primary Activities | SUPPORTING THE EDUCATIONAL AND CHARITABLE ACTIVITIES OF BEECH ACRES | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | 509(A)(3) | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEECH ACRES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | 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 | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | 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 | BEECH ACRES FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $6,970,366 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |
Comments