2021-08-24T14:41:12-05:00 2020-12-31 316063298 MELLOTT & MELLOTT PLL 312 WALNUT STREET - SUITE 2500 CINCINNATI OH 452024025 990 2020-01-01 310537069 BEECHWOOD HOME BEEC 5133219294 2140 POGUE AVE CINCINNATI OH 452083234 PATRICIA CLARK CEO 5133219294 2021-08-16 1 PATRICIA CLARK 999009999 GREGORY A DEYHLE P00341594 5132412940 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z PATRICIA CLARK 2140 POGUE AVE CINCINNATI OH 452083234 13757787 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. 19 19 205 15 -5262 0 3388635 5248807 6925402 7182714 60928 57401 173708 514154 10548673 13003076 0 0 0 0 6112517 6952814 0 0 182378 3846546 4163119 9959063 11115933 589610 1887143 61860472 65580210 3193364 2371500 58667108 63208710 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 9907918 7747171 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. 9907918 1 1 0 0 0 0 0 0 0 1 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 0 0 0 0 0 1 0 0 0 1 6 0 1 205 1 1 1 0 0 0 0 0 0 0 0 0 X 19 19 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 JUDY SANDQUIST 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 KELSO SEWARD BOARD MEMBER 0.50 X 0 0 0 SAMUEL BORTZ PRESIDENT 0.50 X 0 0 0 PATRICIA CLARK CEO 40.00 X 413605 0 32242 TIM OWENS CFO 40.00 X 160884 0 7332 JAMES GIBBS VICE PRESIDENT 0.50 X 0 0 0 WILLIAM BAECHTOLD PAST PRESIDENT 0.50 X 0 0 0 ROBERT HEIDT TREASURER 0.50 X 0 0 0 DEBBIE BOWMAN DEVELOPMENT 40.00 X 0 0 0 SARA K OSBORN SECRETARY 0.50 X 0 0 0 SCOT HARMON ADMINISTRATOR 40.00 X 145623 0 6742 720112 0 46316 3 0 1 0 0 666549 4582258 5248807 MEDICARE & MEDICAID 623000 5857335 5857335 PRIVATE/ASST LIVING 623000 858671 858671 VETERANS ADMINISTRATION 623000 447701 447701 19007 19007 7182714 12360 12360 54000 59262 -5262 -5262 -5262 740490 694113 1336 46377 -1336 45041 45041 WORKERS COMP REFUND 623000 519416 519416 519416 13003076 7747171 -5262 12360 720113 311065 284966 124082 4816130 4589230 208892 18008 994929 836270 139550 19109 421642 380425 30347 10870 26894 26894 80498 80498 799617 742144 57473 956876 860344 96532 661830 642562 19268 35288 13745 11234 10309 27016 26250 766 506190 491555 14635 105587 102641 2946 FRANCHISE FEE 387975 387975 FOOD 338041 338041 RECRUITMENT 65554 59552 6002 WORKERS COMP 58218 48832 9386 113535 77287 36248 11115933 9907918 1025637 182378 572109 1549718 647549 755819 207522 121322 20592257 14462903 6422312 6129354 834273 941140 53176707 56082857 61860472 65580210 780107 753176 2288469 1100000 124788 518324 3193364 2371500 X 43839274 48011935 14827834 15196775 58667108 63208710 61860472 65580210 X 1887143 93253 2561206 X X 1 X 0 1 0 X 9290192 9322389 10074133 9889714 11764607 50341035 9290192 9322389 10074133 9889714 11764607 50341035 0 0 0 50341035 9175 38417 75041 54428 58737 235798 9175 38417 75041 54428 58737 235798 225156 283432 325817 297474 64269 1196148 9524523 9644238 10474991 10241616 11887613 51772981 0.97230 0.96780 0.00460 0.00450 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 14129242 450296 32763 14546775 12691225 1463891 25874 14129242 13649021 -931333 26463 12691225 12594125 1081999 27103 13649021 12366025 257059 28959 12594125 0 0 29131 29131 16841696 11520158 5321538 3721430 2942745 778685 6129354 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 13605635 BENEFICIAL INTEREST IN SUPPORTING ORGANIZATIONS 41840513 DEFERRED COMPENSATION- INVESTMENT 156838 RESTRICTED CASH 429871 UNCONDITIONAL PROMISES TO GIVE 50000 56082857 DEFERRED COMPENSATION 156838 REFUNDABLE ADVANCE 361486 518324 X PART V, LINE 4: THE HOME HAS A POLICY OF APPROPRIATING FOR DISTRIBUTION EACH YEAR 4.75 PERCENT OF ITS ENDOWMENT FUND'S AVERAGE FAIR VALUE OVER THE PRIOR THREE YEARS THROUGH THE CALENDAR YEAR END PRECEDING THE YEAR IN WHICH THE DISTRIBUTION IS PLANNED. IN ESTABLISHING THIS POLICY, THE HOME CONSIDERED THE LONG TERM EXPECTED RETURN ON ITS ENDOWMENT. ACCORDINGLY, OVER THE LONG TERM, THE HOME EXPECTS THE CURRENT SPENDING POLICY TO ALLOW ITS ENDOWMENT TO GROW AT A RATE THAT SUFFICIENTLY SATISFIES THE HOMES ABILITY TO PROVIDE CARE TO ITS RESIDENTS AT A CONSISTENT LEVEL INDEFINITELY. THIS IS CONSISTENT WITH THE HOME'S OBJECTIVE TO MAINTAIN THE PURCHASING POWER OF THE ENDOWMENT ASSETS HELD IN PERPETUITY OR FOR A SPECIFIED TERM AS WELL AS TO PROVIDE ADDITIONAL REAL GROWTH THROUGH NEW GIFTS AND INVESTMENT RETURN. 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, 2020. X X X X 0 1 0 0 0 0 0 0 0 PATRICIA CLARK CEO 413605 0 0 0 0 0 32242 0 0 0 445847 0 0 0 TIM OWENS CFO 160884 0 0 0 0 0 7332 0 0 0 168216 0 0 0 SCOT HARMON ADMINISTRATOR 145623 0 0 0 0 0 6742 0 0 0 152365 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. 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 2,250,540. UNREALIZED GAIN/ LOSS ON BENEFICIAL INTERESTS IN PERPETUAL TRUSTS 310,666. 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 1862856