2023-05-11T10:16:52-05:00 2022-06-30 310800053 CLARK SCHAEFER HACKETT & CO 1 EAST 4TH STREET CINCINNATI OH 45202 990 2021-07-01 310536663 BEECH ACRES BEEC 5132316630 615 ELSINORE PLACE SUITE 500 CINCINNATI OH 45202 BRITTANY SPEED CHIEF FINANCIAL OFFICER 5132316630 2023-05-03 1 BRITTANY SPEED 999009999 ESTHER DANIEL P01285343 5132413111 2023-04-26 3 AAL1 IAL1 2021 2023-04-26 12:10:37Z X BEECH ACRES PARENTING CENTER CATHERINE LAURA MITCHELL 615 ELSINORE PLACE SUITE 500 CINCINNATI OH 45202 18459153 0 X WWW.BEECHACRES.ORG X 1849 OH WE COMBINE SCIENCE AND COMPASSION TO DELIVER INNOVATIVE SOLUTIONS THAT EQUIP ADULTS TO MEET THE CHILDREN'S NEEDS AND CULTIVATE THEIR STRENGTHS. 21 21 211 21 0 0 9426160 14445211 2935039 1829218 320557 344612 263197 9325 12944953 16628366 0 0 0 0 9874689 11006331 0 0 648979 4692550 4661938 14567239 15668269 -1622286 960097 84277437 68215716 1690941 1809434 82586496 66406282 X 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. 0 0 5984800 1588588 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. 3703737 53005 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. 2279678 187625 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. 11968215 1 1 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 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 23 0 1 211 1 0 0 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X BRITTANY SPEED 5132316630 615 ELSINORE PLACE SUITE 500 CINCINNATI OH 45202 SARA COOPERRIDER BOARD CHAIR 5.00 X X 0 0 0 ROBERT WELCH VICE CHAIR 5.00 X X 0 0 0 BETH A SILVERS TREASURER 5.00 X X 0 0 0 JOANNE FORMAL SECRETARY 5.00 X X 0 0 0 JENNY FRANTA PAST BOARD CHAIR 5.00 X 0 0 0 CHRISTINE FISHER BOARD MEMBER 5.00 X 0 0 0 CHRISTOPHER BOLLING BOARD MEMBER 5.00 X 0 0 0 CRAIG JACKSON BOARD MEMBER 5.00 X 0 0 0 JR FOSTER BOARD MEMBER 5.00 X 0 0 0 JESSICA DIPRE BOARD MEMBER 5.00 X 0 0 0 JOHN WEBSTER BOARD MEMBER 5.00 X 0 0 0 JONATHAN MCCANN BOARD MEMBER 5.00 5.00 X 0 0 0 JUSTIN FLAMM BOARD MEMBER 5.00 X 0 0 0 LAURA LEWIN BOARD MEMBER 5.00 X 0 0 0 M ELAINE BILLMIRE BOARD MEMBER 5.00 X 0 0 0 MARILYN ZAYAS BOARD MEMBER 5.00 X 0 0 0 ROGELLE HACKWORTH BOARD MEMBER 5.00 X 0 0 0 SOURUSHE ZANDVAKILI BOARD MEMBER 5.00 X 0 0 0 SUSAN CUMMINGS BOARD MEMBER 5.00 5.00 X 0 0 0 TRACY STILLWELL BOARD MEMBER 5.00 X 0 0 0 VICKI MARSALA CALONGE BOARD MEMBER 5.00 X 0 0 0 CATHERINE LAURA MITCHELL PRESIDENT/CEO (STARTED 06/15/21) 40.00 5.00 X 132084 0 11318 BRITTANY SPEED CFO (STARTED 12/13/21) 40.00 5.00 X 3326 0 2550 RICKA BERRY VP CHILD WELFARE 40.00 X 115519 0 12631 SHARIDON WOLZ VP BH & SBS 40.00 X 117181 0 11443 JILL HUYNH VP PARENT CONNEXT 40.00 X 106988 0 10079 TERI COMPTON VP OF TALENT & CULTURE 40.00 X 112246 0 9242 ANNE WALLACE-BROSCIOUS VP APPLIED SCIENCE 40.00 X 132841 0 12285 JAMES MASON PRESIDENT/CEO (RETIRED 06/30/21) 40.00 5.00 X 275707 0 5136 RUTHANN ZINS CFO (RETIRED 12/03/21) 40.00 5.00 X 149232 0 4818 1145124 0 79502 11 1 1 0 0 198039 6970366 5547403 1729403 32750 14445211 MEDICARE/MEDICAID 900099 1264115 1264115 SUPPORT SERVICES 900099 532670 532670 PROGRAM REGISTRATION 900099 32433 32433 1829218 345922 345922 1829477 1830787 -1310 -1310 -1310 BWC DIVIDEND 900099 9325 9325 9325 16628366 1829218 0 353937 584171 468794 91518 23859 8177511 6562405 1281118 333988 650582 522088 101923 26571 889758 714025 139393 36340 704309 565204 110340 28765 25237 11068 13880 289 53232 23346 29277 609 19100 8377 10505 218 1224723 534953 614630 75140 144458 132360 12098 227634 119185 76935 31514 252404 95902 152110 4392 116549 95784 20698 67 128971 89960 35512 3499 147115 24420 122565 130 122939 84613 35855 2471 FOSTER CARE PER DIEM 1480085 1480085 BAD DEBT EXPENSE 112256 112256 MEMBERSHIPS AND DUES 60790 1422 57364 2004 EQUIP. RENTAL & MAINTEN 51165 21789 24869 4507 495280 300179 120485 74616 15668269 11968215 3051075 648979 716346 1688409 44265 1000324 124246 218382 1695360 1575289 271542 258461 4891484 4055750 750479 835734 23004010 19338919 65220 50861 91561 78761 57514408 43170576 84277437 68215716 1653971 1761240 36970 48194 1690941 1809434 X 72735405 57666071 9851091 8740211 82586496 66406282 84277437 68215716 X 960097 -2817463 -14322848 X X 0 1 X 1 0 X 4005605 10607478 10414277 9426160 14445211 48898731 4005605 10607478 10414277 9426160 14445211 48898731 48898731 461676 477545 401358 323063 345922 2009564 166796 263197 9325 439318 51347613 18698168 0.95230 0.94120 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 56557570 -6898285 6970366 42688919 44688331 13276160 1406921 56557570 46219136 1467049 2997854 44688331 47045842 2553867 3380573 46219136 45808810 3437032 2200000 47045842 0.86015 0.13985 0.00000 1 1 1 97924 97924 3020916 2654016 366900 784691 686311 98380 987953 715423 272530 835734 INTEREST IN NET ASSETS OF BEECH ACRES FOUNDATION 36719747 INTEREST IN PERPETUAL TRUSTS 5316035 DIVIDEND AND INTEREST RECEIVABLE 471897 FUNDS HELD IN TRUST 662897 43170576 REFUNDABLE ADVANCES 48194 48194 -511945 -2817463 -14322848 -17140311 16628366 0 16628366 15668269 0 15668269 0 15668269 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. X X X X X 0 0 0 0 0 0 0 0 0 JAMES MASON PRESIDENT/CEO (RETIRED 06/30/21) 100796 0 19800 0 155111 0 773 0 4363 0 280843 0 0 0 RUTHANN ZINS CFO (RETIRED 12/03/21) 140486 0 0 0 8746 0 2356 0 2462 0 154050 0 0 0 SCHEDULE J, PART II, (B)(III): THE OTHER REPORTABLE COMPENSATION FOR JAMES MASON INCLUDES: VACATION, PTO AND DEFERRED 457 PLAN PAYOUTS. X 3 15042 STOCK EXCHANGE X TOYS, BACKPACKS, TREATS, TICKETS 115 17709 DONOR DECLARED 0 1 0 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. BEECH ACRES FOUNDATION 615 ELSINORE PLACE SUITE 500 CINCINNATI OH 45202 311742685 SUPPORTING THE EDUCATIONAL AND CHARITABLE ACTIVITIES OF BEECH ACRES OH 501(C)(3) 509(A)(3) BEECH ACRES 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 BEECH ACRES FOUNDATION C 6970366 FMV