2022-04-27T14:06:24-05:00 2021-06-30 420714325 RSM US LLP 6 S Patterson Blvd Dayton OH 45402 990 2020-07-01 340714597 Beech Brook BEEC 2168312255 3737 Lander Road Pepper Pike OH 44124 Thomas Royer President & CEO 2168312255 2022-04-27 1 Thomas Royer XXX-XX-XXXX Karen O Crim P00368385 9372980201 2022-04-27 3 AAL1 IAL1 2020 2022-09-23 18:48:47Z Thomas Royer 3737 Lander Road Pepper Pike OH 44124 33463193 0 X www.beechbrook.org X 1853 OH Helping children and families thrive by promoting healthy child development, strengthening the ability to overcome adversity and enhancing family health and stability. 18 18 221 33 0 0 1152850 3650686 8954862 7761480 1788708 4032552 456756 726731 12353176 16171449 3600 30660 0 0 9912666 9651069 0 0 207980 3093050 3201076 13009316 12882805 -656140 3288644 30904932 33525767 4128663 1561891 26776269 31963876 X Helping children and families thrive by promoting healthy child development, strengthening the ability to overcome adversity and enhancing family health and stability. 0 0 3295891 0 3093980 School-Based Mental Health ProgramsBeech Brook provides mental health support and services to children in elementary schools throughout the Cleveland Municipal School District and in several suburban districts. Working hand-in-hand with children, teachers, administrators, and families, Beech Brook helps children overcome the mental health problems that are getting in the way of their success. This program offers both individual and family counseling, support groups, medication somatic services, parent support and education, and linkage with community resources. 1804192 0 2173107 Therapeutic Foster CareBeech Brook's Therapeutic Foster Care is a community-based, mental health foster care program built upon a strength-based, skills-building treatment model. Therapeutic Foster Care admits children/teens who have recently stepped down from or who are at risk of stepping into a higher level of care, e.g., residential treatment or hospitalization. Frequently these children have a history of major problems in their physical health, school adjustment, peer and adult relationships, and emotional stability. Beech Brook also provides specialized and traditional foster care for children and teens whose mental health needs are less severe. 847033 0 1029287 REACH ProgramBeech Brook's REACH program teaches emotionally or behaviorally troubled children and their families important skills to improve their functioning in all settings, including the home, school, and community. Skills can include social skills, improved communication, problem-solving, appropriate decision making, and parental techniques. The program, which is often provided in conjunction with School-Based Mental Health Services, also provides linkages to other programs and services. 4426360 30660 1465106 Adoption, Bridges, Childcare Consultation, Comprehensive Sex Education, Early Childhood Services, Family Health, Family Preservation, Health and Wellness, Intensive Home-Based Treatment, Nurturing Parenting, Outpatient Mental Health Services, The Police Assisted Referral Program, STEPS, Successful Alliance for Family Engagement, and Supportive Visitation. 4426360 30660 1465106 10373476 1 1 0 1 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 76 0 1 221 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 18 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 OH X Jennifer Karvonen 2168312255 3737 Lander Road Pepper Pike OH 44124 Thomas Royer President & Chief Executive Officer 40.00 0.00 X 211991 0 13853 Jennifer Karvonen Chief Financial Officer 40.00 0.00 X 126814 0 14547 Erin Gooch Nurse Practitioner 40.00 0.00 X 112782 0 23041 Carolyn Szweda Executive Vice President 40.00 0.00 X 116364 0 13890 Mark Groner Clinical Director 40.00 0.00 X 115834 0 2651 Pegeen Coltz Chief Human Resources Officer 40.00 0.00 X 100144 0 13206 LaVisa Bell Chief Quality & Compliance Officer 40.00 0.00 X 101933 0 5573 Charles B Zellmer Chair 2.00 0.00 X X 0 0 0 Jennifer N Pinkerton Vice Chair Development 2.00 0.00 X X 0 0 0 Amanda Miller Chair Human Resources 2.00 0.00 X X 0 0 0 Victor DeMarco Vice Chair Administration 2.00 0.00 X X 0 0 0 Kathryn Kaesberg Vice Chair Finance/Treasurer 2.00 0.00 X X 0 0 0 Dr Mark I Singer Chair Services Review 2.00 0.00 X 0 0 0 Mary Ann Cordiano Director 2.00 0.00 X 0 0 0 Gretchen Dupps Director 2.00 0.00 X 0 0 0 Brad Kostka Director 2.00 0.00 X 0 0 0 Rachel Lindberg Director 2.00 0.00 X 0 0 0 Brandon Miller Director 2.00 0.00 X 0 0 0 Jennifer Mills Director 2.00 0.00 X 0 0 0 Terry Owen Director 2.00 0.00 X 0 0 0 Robert Phillips-Plona Director 2.00 0.00 X 0 0 0 Thomas Seifert Director 2.00 0.00 X 0 0 0 Gary M Small Director 2.00 0.00 X 0 0 0 Alicia C Trybus Director 2.00 0.00 X 0 0 0 Shawn T Wright Director 2.00 0.00 X 0 0 0 885862 0 86761 7 0 1 0 0 16924 8870 2401806 1223086 3650686 Mental Health Programs 624100 3093980 3093980 Therapeutic Foster Care 624100 2173107 2173107 Other Community Based Services 624100 1465106 1465106 Reach Program 624100 1029287 1029287 7761480 659605 659605 20663691 17290744 3372947 3372947 3372947 0 8870 1000 -1000 -1000 727731 727731 727731 16171449 7761480 0 4759283 30660 30660 367827 367827 7316651 6446861 714273 155517 127865 94823 31302 1740 1135384 1041208 82020 12156 703342 614629 77293 11420 85522 85522 66720 66720 36100 36100 126800 126800 1183423 1118641 42466 22316 22022 18088 3934 253254 225683 27371 200 46647 30859 15788 344619 334568 9554 497 50237 42989 7248 88200 88200 347499 347499 220306 30619 189687 Bad Debt Expense 269653 269653 Membership & Dues 50120 4483 45437 200 Food 9954 9954 12882805 10373476 2301349 207980 1100 1181 3218246 1336050 150911 83632 1330555 1225535 202181 209485 14831777 12583623 2531780 2248154 14411659 19587488 9058500 8834242 30904932 33525767 1752189 1251571 276641 176960 143233 133360 1956600 0 4128663 1561891 X 18876325 22548788 7899944 9415088 26776269 31963876 30904932 33525767 3288644 1898963 0 X 0 1 X 1 0 X 1960610 2298321 1769935 1152850 3650686 10832402 11039812 9582494 9974682 8954862 7761480 47313330 13000422 11880815 11744617 10107712 11412166 58145732 81989 70918 36600 189507 0 81989 70918 36600 189507 57956225 707864 650320 669671 728272 659605 3415732 707864 650320 669671 728272 659605 3415732 40072 253816 329192 461604 727731 1812415 13748358 12784951 12743480 11297588 12799502 63373879 0.91450 0.93470 0.05390 0.04670 X Schedule A, Part III, Line 12, Explanation of Other Income: Other Revenue - 2016 Amount: $ 40,072. 2017 Amount: $ 253,816. 2018 Amount: $ 329,192. 2019 Amount: $ 461,604. 2020 Amount: $ 727,731. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 36100 36100 12719905 12756005 787800 196950 0 0 881754 857024 795692 787800 3322270 4983405 36100 36100 36100 36100 144400 220439 214256 198923 196950 830568 1245852 16612800 4129253 447432 126800 20167821 17155066 367488 909754 16612800 17309126 540145 669350 24855 17155066 17912452 24859 1676707 2214713 94747 17309126 18538372 2471684 3002857 102849 17912452 0.96523 0.03477 0.00000 0 0 683014 683014 8068963 6754129 1314834 2487697 2438982 48715 3592103 3390512 201591 2248154 Alternative Investments 580333 F Investments Held in Trust 8253909 F 8834242 X 18071412 1898963 1898963 16172449 -1000 -1000 16171449 12883805 1000 1000 12882805 0 12882805 Part V, Line 4: The dual purpose of the endowment is to generate a permanent, steady stream of income with the goal of supporting the overall mission of the agency, while at the same time, to grow the principal in order to provide additional operating support for the changing future needs of the agency. Given that there is no distinction to be made between "principal," "earnings," "income," "interest, and "appreciation," it is recognized that the endowment supports the operating needs of the agency from total investment return, which encompasses both income and capital appreciation. Allocations made by the endowment for the general support of agency operations will be guided and determined by agency spending policy. Part X, Line 2: The Organization is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code. The Financial Accounting Standards Board (FASB) provides guidance for how uncertain income tax positions should be recognized, measured, disclosed and presented in the financial statements. This requires the evaluation of tax positions taken or expected to be taken in the course of preparing the Organization's tax returns to determine whether the tax positions are more-likely-than-not of being sustained when challenged or when examined by the applicable tax authority. Tax positions not deemed to meet the more-likely-than-not threshold would be recorded as a tax benefit or expense and liability in the current year. For the year ended June 30, 2021, management has determined there are no uncertain tax positions. Part XI, Line 4b - Other Adjustments: Fundraising Expenses -1,000. Part XII, Line 2d - Other Adjustments: Fundraising Expenses 1,000. Virtual 5K Race & Walk 8870 8870 1000 8870 8870 1000 1000 -1000 1 Assistance to Bridges Clients 1 26274 Actual Cost Assistance for Bridges Clients who aged out of foster care Assistance for Orange School Clients 606 3049 Actual Cost Assistance for Orange Clients Assistance to Foster Care Clients 7 1337 Actual Cost Assistance for clothing Part I, Line 2: Assistance disbursements are subject to the agency's accounting policies and procedures which govern the processing of employee expense reports, invoices and purchasing. Spending is also monitored by monthly financial reports reviewed by management. X X X X 0 0 0 0 0 0 0 0 0 Thomas Royer President & Chief Executive Officer 201458 0 9000 0 1533 0 4182 0 9671 0 225844 0 0 0 Form 990, Part VI, Section B, line 11b Prior to filing form 990 with the IRS, the following steps will be taken to review form 990: 1. A draft of form 990 is reviewed by the CEO and CFO. 2. The CEO and CFO will then review form 990 with the finance committee and get approval of form 990 from the finance committee. 3. Once approved by the finance committee, form 990 will be sent to the full board via email for review and full approval. Hard copies of form 990 are made available to board members upon request. Form 990, Part VI, Section B, line 12c All employees and board members are required to sign a conflict of interest questionnaire on an annual basis. Human resources reviews the conflict of interest questionnaires. If there is an indication of a possible conflict of interest for a staff member, the corporate compliance officer will review the questionnaire and make a determination. When a conflict of interest exists, the corporate compliance officer develops a plan to ensure that there are protections, such as having the staff member agree to not share client information, and to not work with a client at Beech Brook with whom they might come in contact at the other entity. If there is an indication of a possible conflict of interest for a board member, the board chair will review the questionnaire and make a determination. If a conflict of interest exists, the board member in question will abstain from voting on the issue. Form 990, Part VI, Section C, line 19 The organization does not make its governing documents, financial statements, or conflict of interest statement available to the public. Program Overview Beech Brook... Helping children and families since 1852 In 1852, when Beech Brook opened its doors as Cleveland's first orphanage, it was the beginning of a long legacy of caring for the children of Northeast Ohio. Today, as a leading mental health agency and child welfare agency, Beech Brook's 200 plus-member staff serves more than 15,000 children, teens and families. From prevention and early intervention programs to intensive treatment for the most seriously disturbed youth, Beech Brook helps to heal troubled children and strengthen families through these and other mental health services: School-Based Mental Health Programs Beech Brook provides mental health support and services to children in elementary schools throughout the Cleveland Municipal School District and in several suburban districts. Working hand-in-hand with children, teachers, administrators, and families, Beech Brook helps children overcome the mental health problems that are getting in the way of their success. This program offers both individual and family counseling, support groups, medication somatic services, parent support and education, and linkage with community resources. Therapeutic Foster Care Beech Brook's Therapeutic Foster Care is a community-based, mental health foster care program built upon the Teaching Family Model - a strength-based, skills-building treatment model. Therapeutic Foster Care admits children/teens who have recently stepped down from or who are at risk of stepping into a higher level of care, e.g., residential treatment or hospitalization. Frequently these children have a history of major problems in their physical health, school adjustment, peer and adult relationships, and emotional stability. Beech Brook also provides specialized and traditional foster care for children and teens whose mental health needs are less severe. REACH Program Beech Brook's REACH program teaches emotionally or behaviorally troubled children and their families important skills to improve their functioning in all settings, including the home, school, and community. Skills can include social skills, improved communication, problem-solving, appropriate decision making, and parental techniques. The program, which is often provided in conjunction with School-Based Mental Health Services, also provides linkages to other programs and services. Adoption Since 1852, placing or reuniting children with families has been at the heart of Beech Brook's mission, and the agency has an extensive history of promoting permanency for a wide variety of special needs children, including those with the most intensive treatment needs and with a history of multiple placements. Bridges The Bridges Program provides services to young adults who have left foster care and provides guidance and support as they transition to adulthood. Childcare Consultation Training and site-based consultation for childcare centers to help identify and refer children with behavioral problems and/or developmental challenges. Comprehensive Sex Education (CSE) Evidence-based, inclusive, medically accurate, age-appropriate curriculum for students in grades 5-12, including skill building and healthy decision making; reproductive health and development; pregnancy and STD prevention; and social and emotional development. Early Childhood Services Home-based therapy and early intervention for children ages 0-5 who are struggling with emotional, behavioral and/or developmental challenges. Family Health Family Health encompasses a wide range of school-based and community-based programs designed to strengthen and support families and children. Among the many programs operating under the umbrella of Family Health are the following: - Comprehensive sex education for students in Cleveland and surrounding school districts; - The Family Drop-In Center provides education, support groups and resources for low-income families. The center is located in the Carl B. Stokes Social Services mall and is operated in partnership with the Cuyahoga Metropolitan Housing Authority. - Integrated Care services include access to family doctor and medical team, referrals to specialty care, counseling, social services, parenting, health and wellness, and links to other providers. Family Preservation When a child is at risk of an out-of-home placement because of severe emotional or behavioral problems, Family Preservation provides intensive, short-term in-home therapy and crisis intervention services to stabilize and support the family before and after reunification. Family Preservation staff is available 24 hours a day/ seven days a week for a limited time to provide mental health services as well as linkage to community resources. Family Preservation services are offered in Cuyahoga and Summit Counties. Health and Wellness Assessments, education and client-specific coaching to help parents and children improve their physical health and well-being. Intensive Home-Based Treatment (IHBT) An evidence-based program offering immediate, short-term and intensive mental health treatment and support services to stabilize at-risk youth and their families. Nurturing Parenting Nurturing Parenting is a family-centered, trauma-informed model designed to build nurturing parenting skills as an alternative to abusive and neglectful parenting and child-rearing practices. Services can be provided in a group and individual format, virtually, in-home and at the Beech Brook Family Center. The 12-week curriculum involves both parents and their children, whenever possible. Outpatient Mental Health Services When children or teens are struggling with emotional or behavioral problems, Beech Brook's Outpatient Mental Health Clinic provides a variety of therapy and support services for them and for their families, including individual and parent counseling; mental health assessment; safety and treatment planning; and access to psychiatric services. The Police Assisted Referral (PAR) Program Provided in partnership with the Cuyahoga Metropolitan Housing Authority (CMHA) Police Department, the PAR Program trains officers to be first social responders for CMHA residents who have experienced an act of violence. Officers refer families to Beech Brook for the services and support they need to stabilize the situation and prevent further acts of violence. STEPS: Security, Touch, Eyes, Play and Sound. STEPS is an Early Brain Development Curriculum for parents of children ages 0-5. This curriculum was developed to assist parents with understanding the importance of early brain development and developmental stages. Parents are given the tools to "wire up" their child's brain to ensure that young children are on task for lifelong learning. Successful Alliance for Family Engagement (SAFE) Beech Brook's SAFE Program is part of the Cuyahoga County Tapestry of Care. The goal of the SAFE Program is to keep children with serious mental health issues in their families and communities and out of residential treatment or the juvenile justice system. SAFE Care Coordinators are able to purchase services as needed to wrap a safety net of mental health and support services around each child and family. Supportive Visitation Supportive Visitation provides coaching for parents whose children have been placed in county custody to prepare them for reunification. Visitation services are provided virtually, at Neighborhood Collaboratives, in the home and at other community sites, and at the Beech Brook Family Center.