BEECH ACRES PARENTING CENTER: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BEECH ACRES PARENTING CENTER (EIN 31-0536663)
- Tax period
- 2016-07-01 to 2017-06-30
- Filed
- 2018-04-13
- IRS object ID
- 201841039349300119
- Schema version
- 2016v3.0
- 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 | 2018-04-13T11:41:40-05:00 | ReturnTs |
| Tax Period End | 2017-06-30 | 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 | 2016-07-01 | 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 | 6881 BEECHMONT AVENUE | AddressLine1Txt |
| City | CINCINNATI | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45230 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ruthann h zins | PersonNm |
| Person Title | chief financial officer | PersonTitleTxt |
| Phone | 5132316630 | PhoneNum |
| Signature | 2018-04-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Maxwell M Sullivan CPA | PreparerPersonNm |
| PTIN | P01679066 | PTIN |
| Phone | 5132413111 | PhoneNum |
| Preparation | 2018-04-05 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 70.62.29.242 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-04-05 | IPDt |
| IP Tm | 07:50:42 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | BA85DB6E1AAB0DBE88F28465BC823B76859A9B68 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
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 | james r mason | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6881 beechmont avenue | AddressLine1Txt |
| City | cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45230 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $14,355,672 | 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 | Beech Acres Parenting Center inspires and equips today's parents, families, and communities to raise capable, caring, contributing children. | ActivityOrMissionDesc |
| Voting Members Governing Body | 20 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 20 | VotingMembersIndependentCnt |
| Total Employee | 204 | TotalEmployeeCnt |
| Total Volunteers | 75 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $6,551,655 | PYContributionsGrantsAmt |
| CY Contributions Grants | $6,049,771 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,844,795 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,190,635 | CYProgramServiceRevenueAmt |
| PY Investment Income | $311,196 | PYInvestmentIncomeAmt |
| CY Investment Income | $344,786 | CYInvestmentIncomeAmt |
| PY Other Revenue | $99,559 | PYOtherRevenueAmt |
| CY Other Revenue | $93,014 | CYOtherRevenueAmt |
| PY Total Revenue | $12,807,205 | PYTotalRevenueAmt |
| CY Total Revenue | $13,678,206 | 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 | $7,607,697 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $8,210,420 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $455,802 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,671,842 | PYOtherExpensesAmt |
| CY Other Expenses | $4,578,793 | CYOtherExpensesAmt |
| PY Total Expenses | $11,279,539 | PYTotalExpensesAmt |
| CY Total Expenses | $12,789,213 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,527,666 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $888,993 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $62,485,262 | TotalAssetsBOYAmt |
| Total Assets EOY | $66,472,002 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,385,907 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,416,478 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $61,099,355 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $65,055,524 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Beech Acres Parenting Center, an Ohio not-for-profit, has served children and families in Greater Cincinnati since 1849. At Beech Acres, we believe that every child deserves the opportunity to achieve their full potential in life and that intentional 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 | $4,101,232 | ExpenseAmt |
| Revenue | $3,110,945 | RevenueAmt |
| Desc | BEHAVIORAL HEALTH:We provide mental health services to help children, teens, and families with emotional or behavioral needs through assessment, counseling, community psychiatric supportive treatment and pharmacological management services. Services are performed in schools, homes, offices or in the community. We served about 3,600 individuals this year.School and community based services helped about 11,700 at-risk children and their families 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.In addition to the service reimbursements, these programs are supported by grants and contributions of approximately $990,287 | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,228,634 | ExpenseAmt |
| Revenue | $2,985,699 | RevenueAmt |
| Desc | Child Welfare: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. These services are provided for 154 children in foster care. We provided 9 foster care children the gift of stable adoptive homes through our foster to adopt services. Intensive Family Restoration Services helps to assist parents in working towards reunification with their children. We work with the parent(s) primarily to bring the children back to their home. This service was provided to over 260 parents and children.Every Child Succeeds is a voluntary home-visitation program for first-time, at risk mothers that helps build parents capabilities to provide an optimal start for their children and ensure kindergarten readiness. This program offers parenting advice, information on child development, personal and family health, environmental safety, life course development and access to health and human services. We served about 450 families in this program. In addition to the service reimbursements, these programs are supported by grants and contributions of approximately $242,935. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $183,978 | ExpenseAmt |
| Revenue | $6,590 | RevenueAmt |
| Desc | BUILDING STRONG MARRIAGES AND RELATIONSHIPS:Fathers Are A Factor is a network and set of classes for dads who want to build a strong foundation for their kids future success. We served about 175 fathers in this new program. Case Management is a new service being offered to provide our families assistance in meeting their basic needs, so that programs that provide other services can focus on addressing those specific needs as intended. In addition to the service reimbursements, these programs are supported by grants and contributions of $177,388. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $1,826,963 | $992,274 | PARENTING SOLUTIONS: BAPC provides a unique brand of Intentional, strength-based parenting education workshops, parent coaching, classes and support groups, in schools and the community. We seek to serve parents who are searching for education and guidance from qualified parenting experts. Parents attending have the opportunity to connect with other parents, celebrate the importance of parenting and to increase their parenting knowledge. Over 850 parents and other professionals participated in these programs.Family Peer Support 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 with their children and systems issues. Over 1,000 parents participated in either mentoring sessions and/or school wide events. Therapeutic Mentors teach, coach and aid children and families to develop specific skills or to help an individual child with behavioral, emotional or developmental needs. About 200 clients benefited from this program.Kindergarten Readiness matches parents with other parent partners to provide parenting education and help in accessing resources, networks, and supports for their children. This is a grass-roots, community-based effort to develop and support effective parenting in targeted communities in Greater Cincinnati. This initiative is based on intentional, strength-based, practical parenting. Community-based efforts focus on kindergarten readiness, effective parenting, and building self-sustainability. We served over 175 parents.Mediation and Consultation served nearly 200 people in conflict by improving coping skills, negotiation, and increasing self awareness. Services support resolving parenting or relationship issues and conflicts between families, parents and teens, divorcing parents, couples, step families, and others.Job and Family Services Parent Education Services primary goal is to build trusting relationships with parents. We assess 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, serving about 450 families.Promoting School Success co-creates services individualized to each partnership school. We develop customized services to provide relevant prevention supportive services for the students, parents, families, teachers and administrators from each school site, serving approximately 2000.In addition to the service reimbursements, these programs are supported by grants and contributions of approximately $834,689. |
| $571,986 | $95,127 | NEW BUSINESS DEVELOPMENT:Natural Strength Parenting is a practical approach to parenting that combines intentionality and mindfulness with a focus on each person's individual innate strengths.Character Effect is a new program that combines the 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. Parent Connext places Parenting Specialists onsite at Pediatric Care Practices, as an additional resource for pediatricians and parents. In this pilot program we served over 200 parents. New innovative services are being developed to engage proactive parents who simply want to be the best parents they can be. We are creating solutions, with a healthy balance of education and inspiration, that will expand our reach and impact enabling parents to have a sense of connection, community and relationships. In addition to the service reimbursements, these programs are supported by grants and contributions of approximately $475,000. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,398,949 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $1,087,401 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $9,912,793 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 114 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 204 | 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 |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 20 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 20 | 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 |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MS RUTHANN h ZINS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5132316630 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6881 BEECHMONT AVENUE | AddressLine1Txt |
| City | cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45230 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| JIM FORMAL | |||||||
| TREASURER | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| david wallace | |||||||
| Board Chair | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| PETER A ALPAUGH | |||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| KIMBERLY A STORER | |||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| KENneth GOODE | |||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| RIC POWELL | |||||||
| Vice chair | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KARL WEIDNER | |||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Christopher Bolling | |||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Susan Cummings | |||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Jenny Franta | |||||||
| Secretary | 5.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| Julie Washington | |||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Sourushe Zandvakili | |||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Marilyn Zayas-Davis | |||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Robert Hendon II | |||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Sara Cooperrider | |||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Candice Peters | |||||||
| BOARD MEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Aimee Gardner | |||||||
| Board mEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Jonathan Mccann | |||||||
| Board mEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Laura Mitchell | |||||||
| board mEMBER | 5.00 | Yes (X) | $0 | $0 | $0 | ||
| Robert Welch | |||||||
| Board mEMBER | 0.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES r MASON | |||||||
| PRESIDENT/CEO | 40.00 | Yes (X) | $209,172 | $0 | $27,033 | ||
| ruthann h zins | |||||||
| chief financial officer | 40.00 | Yes (X) | $131,940 | $0 | $7,505 | ||
| Stephen Wesseler | |||||||
| Chief Operating Officer | 40.00 | Yes (X) | $124,991 | $0 | $21,072 | ||
| Thomas Gormley | |||||||
| Chief mtg & Dev | 40.00 | $119,862 | $0 | $16,679 | Yes (X) | ||
| Teri Compton | |||||||
| HR Director | 40.00 | $100,989 | $0 | $4,618 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $686,954 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $76,907 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Joseph Cresci JR MD | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 252 Main Street | AddressLine1Txt |
| City | Florence | CityNm |
| State Abbreviation | KY | StateAbbreviationCd |
| ZIP | 41042 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Psychiatric Care | ServicesDesc |
| Compensation | $122,720 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $57,000 | FederatedCampaignsAmt |
| Related Organizations | $4,126,076 | RelatedOrganizationsAmt |
| All Other Contributions | $1,866,695 | AllOtherContributionsAmt |
| Noncash Contributions | $46,832 | NoncashContributionsAmt |
| Total Contributions | $6,049,771 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| support services | 900099 | $2,969,002 | $2,969,002 |
| medicare/medicaid | 900099 | $2,108,901 | $2,108,901 |
| fees & contracts govt. | 900099 | $1,316,628 | $1,316,628 |
| program registration | 900099 | $796,104 | $796,104 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,190,635 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $341,943 | TotalRevenueColumnAmt |
| Exclusion | $341,943 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $84,734 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $84,734 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $84,734 | TotalRevenueColumnAmt |
| Exclusion | $84,734 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $680,309 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $677,466 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,843 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,843 | TotalRevenueColumnAmt |
| Exclusion | $2,843 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Miscellaneous | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $8,280 | TotalRevenueColumnAmt |
| Exclusion | $8,280 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $8,280 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,678,206 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,190,635 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $437,800 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $521,713 | TotalAmt |
| Program Services | $422,622 | ProgramServicesAmt |
| Management And General | $80,407 | ManagementAndGeneralAmt |
| Fundraising | $18,684 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,987,969 | TotalAmt |
| Program Services | $4,850,650 | ProgramServicesAmt |
| Management And General | $922,870 | ManagementAndGeneralAmt |
| Fundraising | $214,449 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,674 | TotalAmt |
| Program Services | $95,770 | ProgramServicesAmt |
| Management And General | $29,559 | ManagementAndGeneralAmt |
| Fundraising | $2,345 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $973,918 | TotalAmt |
| Program Services | $795,778 | ProgramServicesAmt |
| Management And General | $158,503 | ManagementAndGeneralAmt |
| Fundraising | $19,637 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $599,146 | TotalAmt |
| Program Services | $483,806 | ProgramServicesAmt |
| Management And General | $97,132 | ManagementAndGeneralAmt |
| Fundraising | $18,208 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,653 | TotalAmt |
| Management And General | $56,653 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $51,522 | TotalAmt |
| Program Services | $25,565 | ProgramServicesAmt |
| Management And General | $25,957 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,083 | TotalAmt |
| Program Services | $2,791 | ProgramServicesAmt |
| Management And General | $9,292 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,472,379 | TotalAmt |
| Program Services | $951,718 | ProgramServicesAmt |
| Management And General | $448,195 | ManagementAndGeneralAmt |
| Fundraising | $72,466 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,168 | TotalAmt |
| Program Services | $598 | ProgramServicesAmt |
| Management And General | $29,190 | ManagementAndGeneralAmt |
| Fundraising | $1,380 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,674 | TotalAmt |
| Program Services | $39,811 | ProgramServicesAmt |
| Management And General | $105,470 | ManagementAndGeneralAmt |
| Fundraising | $2,393 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $151,947 | TotalAmt |
| Program Services | $100,874 | ProgramServicesAmt |
| Management And General | $47,461 | ManagementAndGeneralAmt |
| Fundraising | $3,612 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $222,691 | TotalAmt |
| Program Services | $185,630 | ProgramServicesAmt |
| Management And General | $36,736 | ManagementAndGeneralAmt |
| Fundraising | $325 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $111,301 | TotalAmt |
| Program Services | $71,328 | ProgramServicesAmt |
| Management And General | $38,096 | ManagementAndGeneralAmt |
| Fundraising | $1,877 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Foster Care per diem | $1,141,025 | $1,141,025 | ||
| Transportation | $233,273 | $221,137 | $11,609 | $527 |
| Supplies | $206,265 | $113,078 | $86,295 | $6,892 |
| MISCELLANEOUS | $166,955 | $53,277 | $31,547 | $82,131 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $573,857 | TotalAmt |
| Program Services | $357,335 | ProgramServicesAmt |
| Management And General | $205,646 | ManagementAndGeneralAmt |
| Fundraising | $10,876 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,789,213 | TotalAmt |
| Program Services | $9,912,793 | ProgramServicesAmt |
| Management And General | $2,420,618 | ManagementAndGeneralAmt |
| Fundraising | $455,802 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $265,115 | BOYAmt |
| EOY | $238,482 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $114,365 | BOYAmt |
| EOY | $262,024 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,348,322 | BOYAmt |
| EOY | $2,816,195 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $290,769 | BOYAmt |
| EOY | $244,430 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,425,769 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,617,697 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $945,657 | BOYAmt |
| EOY | $808,072 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,308,322 | BOYAmt |
| EOY | $16,445,433 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,022 | BOYAmt |
| EOY | $55,560 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $44,159,690 | BOYAmt |
| EOY | $45,601,806 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,485,262 | BOYAmt |
| EOY | $66,472,002 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,377,685 | BOYAmt |
| EOY | $1,409,928 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,222 | BOYAmt |
| EOY | $6,550 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,385,907 | BOYAmt |
| EOY | $1,416,478 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $53,346,104 | BOYAmt |
| EOY | $56,861,946 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,006,451 | BOYAmt |
| EOY | $2,154,110 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,746,800 | BOYAmt |
| EOY | $6,039,468 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $61,099,355 | BOYAmt |
| EOY | $65,055,524 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,485,262 | BOYAmt |
| EOY | $66,472,002 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $888,993 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $1,742,364 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $1,324,812 | 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 | $4,466,855 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,984,748 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,135,339 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,551,656 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,049,771 | CurrentTaxYearAmt |
| Total | $27,188,369 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $4,466,855 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,984,748 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,135,339 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,551,656 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,049,771 | CurrentTaxYearAmt |
| Total | $27,188,369 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $175,164 | SubstantialContributorsTotAmt |
| Public Support Total170 | $27,013,205 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $274,459 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $292,746 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $302,800 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $310,555 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $426,677 | CurrentTaxYearAmt |
| Total | $1,607,237 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $99,559 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,280 | CurrentTaxYearAmt |
| Total | $107,839 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $28,903,445 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $27,267,600 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.93460 | PublicSupportCY170Pct |
| Public Support PY170 | 0.93730 | 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 | $44,460,938 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $5,547,872 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,200,000 | OtherExpendituresAmt |
| End Year Balance | $45,808,810 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $49,484,214 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$223,276 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $4,800,000 | OtherExpendituresAmt |
| End Year Balance | $44,460,938 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $51,170,180 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,297,416 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,983,382 | OtherExpendituresAmt |
| End Year Balance | $49,484,214 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $45,917,941 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $8,252,239 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $3,000,000 | OtherExpendituresAmt |
| End Year Balance | $51,170,180 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $38,054,082 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $10,363,859 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $2,500,000 | OtherExpendituresAmt |
| End Year Balance | $45,917,941 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.98570 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.01430 | PrmnntEndowmentBalanceEOYPct |
| 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 | $3,847,693 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,332,418 | DepreciationAmt |
| Book Value | $515,275 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,450,388 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,285,279 | DepreciationAmt |
| Book Value | $165,109 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $29,764 | OtherCostOrOtherBasisAmt |
| Book Value | $29,764 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $808,072 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (3 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| Interest in Net Assets of Beech Acres Foundation | $39,770,385 |
| Interest in Perpetual Trusts | $5,385,454 |
| Dividend and Interest Receivable | $445,967 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $45,601,806 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Charitable Annuities | Desc |
| Amt | $6,550 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $6,550 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $16,745,382 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $1,742,364 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $1,324,812 | OtherRevenueAmt |
| Revenue Not Reported | $3,067,176 | RevenueNotReportedAmt |
| Revenue Subtotal | $13,678,206 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $13,678,206 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,789,213 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $12,789,213 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $12,789,213 | 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 1,055,204. CHANGE IN VALUE OF PERPETUAL TRUSTS 269,608. |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES r MASON | PersonNm |
| Title | PRESIDENT/CEO | TitleTxt |
| Base Compensation Filing Org | $209,172 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $11,163 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $15,870 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $236,205 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Other Non Cash Contri Table OtherNonCashContriTableGrp (4 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Beech Reach (Shop & Share) | 137 | $33,547 | Fair market value |
| Yes (X) | Fill a Backpack | 67 | $7,330 | Fair market value |
| Yes (X) | Toys, Gift Cards, Clothing, Furniture | 15 | $4,036 | Fair market value |
| Yes (X) | Foster Dinner | 25 | $1,919 | Fair market value |
| 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 (7 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 operations 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 IX, line 11g | Professional Contracts: Program service expenses 951,718. Management and general expenses 448,195. Fundraising expenses 72,466. Total expenses 1,472,379. |
| Form 990, Part XI, line 9: | Change in net assets of BEECH ACRES FOUNDATION 1,055,204. Change in Value of perpetual trusts 269,608. |
| 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 | 6881 beechmont avenue | AddressLine1Txt |
| City | cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45230 | 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 | Beach Acres Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionTypeTxt |
| Involved | $4,183,076 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |
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