2022-09-01T07:14:24-05:00 2021-12-31 316063298 MELLOTT & MELLOTT PLL 312 WALNUT STREET - SUITE 2500 CINCINNATI OH 452024025 990 2021-01-01 310537069 BEECHWOOD HOME BEEC 5133219294 2140 POGUE AVE CINCINNATI OH 452083234 PATRICIA CLARK CEO 5133219294 2022-08-29 1 PATRICIA CLARK 999009999 GREGORY A DEYHLE P00341594 5132412940 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z PATRICIA CLARK 2140 POGUE AVE CINCINNATI OH 452083234 11661261 0 X N/A X 1890 OH THE BEECHWOOD HOME OFFERS SPECIALIZED, LONG-TERM CARE SERVICES TO THOSE WHO HAVE INCURABLE, NEUROLOGICAL, CHRONIC AND DISABLING CONDITIONS. 17 17 223 0 -2694 0 5248807 3982819 7182714 7080919 57401 48204 514154 -2694 13003076 11109248 0 0 0 0 6952814 6980230 0 0 186798 4163119 4266475 11115933 11246705 1887143 -137457 65580210 71453479 2371500 1677621 63208710 69775858 X 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. 0 0 10048928 7113681 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. 10048928 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 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 0 0 0 1 12 0 1 223 1 1 1 0 0 0 0 0 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X TIMOTHY H OWENS CFO 5138420759 2140 POGUE AVENUE CINCINNATI OH 452083234 RENIE DOHRMANN BOARD MEMBER 0.50 X 0 0 0 MARY JO LANE BOARD MEMBER 0.50 X 0 0 0 DR KATHYE HABIG NIPPERT BOARD MEMBER 0.50 X 0 0 0 RICHARD OLIVER MEMBER AT LARGE 0.50 X 0 0 0 GREG FRENCH BOARD MEMBER 0.50 X 0 0 0 RICHARD MOORE BOARD MEMBER 0.50 X 0 0 0 VERE W GAYNOR BOARD MEMBER 0.50 X 0 0 0 DR DONNA SHAMBLEY-EBRON BOARD MEMBER 0.50 X 0 0 0 CARSON K MOREY BOARD MEMBER 0.50 X 0 0 0 TIMOTHY TOFT BOARD MEMBER 0.50 X 0 0 0 DR JEFFREY T KELLER BOARD MEMBER 0.50 X 0 0 0 ELLEN SEWARD BOARD MEMBER 0.50 X 0 0 0 SAMUEL BORTZ PRESIDENT 0.50 X 0 0 0 JAMES GIBBS VICE PRESIDENT 0.50 X 0 0 0 WILLIAM BAECHTOLD PAST PRESIDENT 0.50 X 0 0 0 ROBERT HEIDT III TREASURER 0.50 X 0 0 0 SARA K OSBORN SECRETARY 0.50 X 0 0 0 PATRICIA CLARK CEO 40.00 X 415298 0 31740 TIM OWENS CFO 40.00 X 153878 0 6995 SCOT HARMON ADMINISTRATOR 40.00 X 149200 0 6901 STEPHANIE UNTERBRINK RN 40.00 X 119315 0 6975 ROSE PICADIO LPN 40.00 X 109764 0 0 BETH HILS HR DIRECTOR 40.00 X 104414 0 4945 TERI ROWE LPN 40.00 X 100122 0 4711 1151991 0 62267 7 0 1 0 0 455804 3527015 28664 3982819 MANAGED CARE 623000 4014442 4014442 PRIVATE PAY & OTHER 623000 1303376 1303376 MEDICAID 623000 1284975 1284975 MEDICARE 623000 475240 475240 2886 2886 7080919 15442 15442 54000 56694 -2694 -2694 -2694 527731 350 495319 0 32412 350 32762 32762 11109248 7113681 -2694 15442 569175 166119 278467 124589 4967471 4768027 180150 19294 1033245 865112 148286 19847 410339 370799 28533 11007 13079 13079 100760 100760 915485 887370 28115 907765 810593 97172 700546 680183 20363 30749 12157 9474 9118 1765 1714 51 498274 483867 14407 104757 101834 2923 FRANCHISE FEE 391736 391736 FOOD 305144 305144 WORKERS COMP 90385 75360 15025 RECRUITMENT 66687 55844 10843 139343 73069 63331 2943 11246705 10048928 1010979 186798 1549718 1146130 755819 714881 121322 158688 20820018 14827078 6129354 5992940 941140 1008842 56082857 62431998 65580210 71453479 753176 932929 1100000 550000 518324 194692 2371500 1677621 X 48011935 52973773 15196775 16802085 63208710 69775858 65580210 71453479 X -137457 67702 6636903 X X 0 0 0 X 9322389 10074133 9889714 11764607 10414213 51465056 9322389 10074133 9889714 11764607 10414213 51465056 0 0 0 51465056 38417 75041 54428 58737 47854 274477 38417 75041 54428 58737 47854 274477 283432 325817 297474 64269 56886 1027878 9644238 10474991 10241616 11887613 10518953 52767411 0.97530 0.97230 0.00520 0.00460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 29131 29131 17170848 11854327 5316521 3620039 2972751 647288 5992940 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 15107373 BENEFICIAL INTEREST IN SUPPORTING ORGANIZATIONS 46975678 DEFERRED COMPENSATION- INVESTMENT 194692 RESTRICTED CASH 154255 62431998 DEFERRED COMPENSATION 194692 194692 X PART X, LINE 2: 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, 2021. X X X X 0 1 0 0 0 0 0 0 0 PATRICIA CLARK CEO 415298 0 0 0 0 0 31740 0 0 0 447038 0 0 0 TIM OWENS CFO 153878 0 0 0 0 0 6995 0 0 0 160873 0 0 0 SCOT HARMON ADMINISTRATOR 149200 0 0 0 0 0 6901 0 0 0 156101 0 0 0 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 $19,500. X 3 28664 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE CFO 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 CFO. THE CFO WILL THEN DISTRIBUTE THE FORM 990 TO THE BOARD OF TRUSTEE'S FOR THEIR REVIEW. THE CFO 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 XI, LINE 9: UNREALIZED GAIN/LOSS ON BENEFICIAL FOUNDATION 5,135,165. UNREALIZED GAIN/ LOSS ON BENEFICIAL INTERESTS IN PERPETUAL TRUSTS 1,501,738. FORM 990, PART XI, LINE 2C EXPLANATION THE FINANCE COMMITTEE REVIEWS THE REVIEWED FINANCIAL STATEMENTS PRIOR TO ISSUANCE. THE BEECHWOOD FOUNDATION 2140 POGUE AVENUE CINCINNATI OH 452083234 311441552 TO SUPPORT BEECHWOOD HOME. OH 501(C)(3) 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THE BEECHWOOD FOUNDATION C 2455412