2017-10-09T09:51:35-05:00 2016-12-31 316063298 MELLOTT & MELLOTT PLL 312 WALNUT STREET - SUITE 2500 CINCINNATI OH 452024025 990 2016-01-01 310537069 BEECHWOOD HOME BEEC 5133219294 2140 POGUE AVE CINCINNATI OH 452083234 PATRICIA CLARK CEO 5133219294 2017-08-24 1 GREGORY A DEYHLE P00341594 5132412940 2017-08-24 209.173.128.218 2017-08-24 14:58:11 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 6C9B1A35775087DBDB8A6D25ECA509C7F6C27838 2016 2021-01-29 14:40:06Z PATRICIA CLARK 2140 POGUE AVE CINCINNATI OH 452083234 9948510 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. 23 23 199 70 0 -15413 2958818 3329510 6215710 6041638 42616 -6400 145615 107004 9362759 9471752 0 0 0 0 5385322 5385942 0 0 143312 3710965 3746373 9096287 9132315 266472 339437 52892991 53892911 5079647 4541689 47813344 49351222 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 7925350 6019841 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. 7925350 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 10 0 1 199 1 1 1 0 0 0 0 1 1 0 0 0 0 X 23 23 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 ADELE CRAFT MEMBER AT LARGE 0.50 X 0 0 0 AUDRE SEDACCA BOARD MEMBER 0.50 X 0 0 0 DR LINDA WORKMAN BOARD MEMBER 0.50 X 0 0 0 SAMUEL BORTZ BOARD MEMBER 0.50 X 0 0 0 MARY JO LANE BOARD MEMBER 0.50 X 0 0 0 TIMOTHY TOFT PAST PRESIDENT 0.50 X 0 0 0 KATHYE HABIG NIPPERT BOARD MEMBER 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 THOMAS BRENNAN BOARD MEMBER 0.50 X 0 0 0 VIRGINIA R GROSS BOARD MEMBER 0.50 X 0 0 0 CARSON K MOREY BOARD MEMBER 0.50 X 0 0 0 ROBERT HEIDT BOARD MEMBER 0.50 X 0 0 0 WILLIAM JEFF BAHL BOARD MEMBER 0.50 X 0 0 0 DR IGOR DUMBADZE BOARD MEMBER 0.50 X 0 0 0 DR JEFFREY T KELLER BOARD MEMBER 0.50 X 0 0 0 JAMES GIBBS SECRETARY 0.50 X 0 0 0 PATRICIA CLARK CEO 40.00 X 324242 0 29925 TIM OWENS CFO 40.00 X 127780 0 6094 CYNTHIA FLICK TREASURER 0.50 X 0 0 0 RICHARD OLIVER PRESIDENT 0.50 X 0 0 0 WILLIAM BAECHTOLD VICE PRESIDENT 0.50 X 0 0 0 452022 0 36019 2 0 1 0 0 3329510 187397 3329510 MEDICARE & MEDICAID 623000 4920948 4920948 PRIVATE/ASST LIVING 623000 670716 670716 VETERANS ADMINISTRATIO 623000 369018 369018 80956 80956 6041638 15397 15397 417765 423987 15575 -6222 -15575 -21797 -21797 144200 37196 107004 107004 9471752 6019841 0 122401 452022 129696 225053 97273 3944815 3758496 142629 43690 84839 79145 5694 585111 447495 137616 319155 272050 47105 14446 14446 59728 59728 487683 455599 32084 831316 758753 72563 651720 651720 29430 29430 67999 67999 585020 468016 117004 97124 97124 FRANCHISE FEE 358565 358565 FOOD 269373 269373 WORKERS COMP 83643 66407 17236 STAFF TRAINNING 45936 44858 1078 164390 68053 93988 2349 9132315 7925350 1063653 143312 691148 693884 741341 739964 214428 207017 18723141 12740332 6436960 5982809 737036 739131 44072078 45530106 52892991 53892911 723281 706006 4322407 3782058 33959 53625 5079647 4541689 X 34866811 35887735 83442 369362 12863091 13094125 47813344 49351222 52892991 53892911 X 339437 37276 1161165 X X 1 X 0 1 0 X 8975052 8794404 8981316 9133737 9290192 45174701 8975052 8794404 8981316 9133737 9290192 45174701 0 0 0 45174701 165232 113342 64233 42616 9175 394598 165232 113342 64233 42616 9175 394598 151053 205888 237339 237581 225156 1057017 9291337 9113634 9282888 9413934 9524523 46626316 0.96890 0.96990 0.00850 0.00830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 12366025 257059 28959 12594125 13694383 -1304025 24333 12366025 13274042 448252 27911 13694383 11999950 1299060 24968 13274042 11681872 350379 32301 11999950 0 0 29131 29131 15375147 10180903 5194244 3318863 2559429 759434 5982809 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 11854994 BENEFICIAL INTEREST IN SUPPORTING ORGANIZATIONS 33156123 DEFERRED COMPENSATION- INVESTMENT 53625 RESTRICTED CASH 437747 CONSTRUCTION IN PROGRESS 27617 45530106 Deferred Compensation 53625 53625 X Part V, Line 4: The Home has a policy of appropriating for distribution each year 5 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 Home is exempt from income tax under Section 501(c)(3) of the Internal Revenue Code. Contributions to the Home qualify as charitable deductions. The Home has not entered into any transactions which would subject it to unrelated business income tax. The federal Return of Organizations Exempt From Income Tax for the Home is no longer subject to federal income tax examination by tax authorities for the years ending prior to 2013. In the normal course of business, however, the Home is subject to examination by various other taxing authorities. Although the outcome of tax audits is always uncertain, the Home believes that there are no significant unrecognized tax liabilities at December 31, 2016. CELEBRATION DINNER 86140 86140 24424 GUN SHOOT 58060 58060 12772 144200 144200 37196 37196 107004 X X X X 0 1 0 0 0 0 0 0 0 PATRICIA CLARK CEO 324242 0 0 0 0 0 29925 0 0 0 354167 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 $18,000. X 4 187397 FAIR MARKET VALUE 0 0 0 Part I, Column (b): STOCKS WERE DONATED BY INDIVIDUALS 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 ON BENEFICIAL FOUNDATION 935,160. UNREALIZED GAIN ON BENEFICIAL INTERESTS IN PERPETUAL TRUSTS 226,005. 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 2084945