BEECH BROOK: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
BEECH BROOK (EIN 34-0714597)
Tax period
2013-07-01 to 2014-06-30
Filed
2015-05-07
IRS object ID
201501279349300900
Schema version
2013v4.0
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

FieldValueIRS element (for citing)
Return2015-05-07T08:42:42-05:00ReturnTs
Tax Period End2014-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MCGLADREY LLPBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11001 LAKESIDE AVE SUITE 200AddressLine1
CityCLEVELANDCity
StateOHState
ZIP Code441141152ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN340714597EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BEECH BROOKBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlBEECBusinessNameControlTxt
Phone2168312255PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13737 LANDER ROADAddressLine1
CityPEPPER PIKECity
StateOHState
ZIP Code44124ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDEBRA REXPersonNm
Person TitleCEOPersonTitleTxt
Phone2168312255PhoneNum
Signature2015-05-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonZACHARY FORTSCHPreparerPersonNm
PTINP00052725PTIN
Phone2165231900PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerDEBRA REXPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line13737 LANDER ROADAddressLine1
CityPEPPER PIKECity
StateOHState
ZIP Code44124ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$34,655,348GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressN/AWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1853FormationYr
Legal Domicile StateOHLegalDomicileStateCd
Activity Or MissionTO ADVANCE THE EMOTIONAL WELL-BEING AND SELF-SUFFICIENCY OF CHILDREN, YOUTH AND FAMILIES BY PROVIDING EFFECTIVE, INNOVATIVE PHYSICAL AND BEHAVIORAL HEALTH, PERMANENCY, EDUCATIONAL AND RELATED SERVICES AND BY SERVING AS A STRONG VOICE FOR CHILDREN, YOUTH AND FAMILIES.ActivityOrMissionDesc
Voting Members Governing Body17VotingMembersGoverningBodyCnt
Voting Members Independent17VotingMembersIndependentCnt
Total Employee670TotalEmployeeCnt
Total Volunteers44TotalVolunteersCnt
Total Gross UBI-$43,969TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$43,969NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,449,048PYContributionsGrantsAmt
CY Contributions Grants$1,654,134CYContributionsGrantsAmt
PY Program Service Revenue$21,977,026PYProgramServiceRevenueAmt
CY Program Service Revenue$21,889,219CYProgramServiceRevenueAmt
PY Investment Income$1,652,495PYInvestmentIncomeAmt
CY Investment Income$2,203,208CYInvestmentIncomeAmt
PY Other Revenue$228,173PYOtherRevenueAmt
CY Other Revenue$239,824CYOtherRevenueAmt
PY Total Revenue$25,306,742PYTotalRevenueAmt
CY Total Revenue$25,986,385CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$18,530,515PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$19,327,634CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$8,060PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$180,398CYTotalFundraisingExpenseAmt
PY Other Expenses$6,609,933PYOtherExpensesAmt
CY Other Expenses$6,549,886CYOtherExpensesAmt
PY Total Expenses$25,148,508PYTotalExpensesAmt
CY Total Expenses$25,877,520CYTotalExpensesAmt
PY Revenues Less Expenses$158,234PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$108,865CYRevenuesLessExpensesAmt
Total Assets BOY$39,501,033TotalAssetsBOYAmt
Total Assets EOY$41,261,713TotalAssetsEOYAmt
Total Liabilities BOY$3,075,001TotalLiabilitiesBOYAmt
Total Liabilities EOY$2,460,765TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$36,426,032NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$38,800,948NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionTO ADVANCE THE EMOTIONAL WELL-BEING AND SELF-SUFFICIENCY OF CHILDREN, YOUTH AND FAMILIES BY PROVIDING EFFECTIVE, INNOVATIVE PHYSICAL AND BEHAVIORAL HEALTH, PERMANENCY, EDUCATIONAL AND RELATED SERVICES AND BY SERVING AS A STRONG VOICE FOR CHILDREN, YOUTH AND FAMILIES.MissionDesc
Significant New Program SrvcYes (1)SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$5,144,568ExpenseAmt
Revenue$5,071,713RevenueAmt
DescSCHOOL-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.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$3,953,370ExpenseAmt
Revenue$3,343,371RevenueAmt
DescRESIDENTIAL TREATMENT FOR LATENCY-AGE CHILDREN AND YOUTHBEECH BROOK'S OPEN RESIDENTIAL TREATMENT PROGRAM PROVIDES A 24-HOUR, HIGHLY STRUCTURED THERAPEUTIC MILIEU WHERE CHILDREN LEARN TO MANAGE THEIR BEHAVIOR, CONTROL ANGER, SOLVE PROBLEMS, FOLLOW DIRECTIONS AND BUILD HEALTHY RELATIONSHIPS WITH OTHERS. DURING THEIR STAY, WHICH MAY RANGE FROM A FEW WEEKS TO A FEW MONTHS, CHILDREN AND YOUTH ATTEND THE CAMPUS-BASED GUND SCHOOL AND PARTICIPATE IN A PARTIAL HOSPITALIZATION PROGRAM AFTER SCHOOL AND ON WEEKENDS. IN THE PAST YEAR, THOSE SERVICES HAVE BEEN EXPANDED TO SERVE YOUTH WITH MENTAL HEALTH ISSUES WHO HAVE BEEN INVOLVED IN THE JUVENILE JUSTICE SYSTEM.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$3,461,398ExpenseAmt
Revenue$3,932,870RevenueAmt
DescTHERAPEUTIC FOSTER CAREBEECH 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.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Expense$10,276,592ExpenseAmt
Revenue$9,688,496RevenueAmt
DescOUTPATIENT CLINIC, INTENSIVE TREATMENT UNIT, DAY TREATMENT, REACH, FAMILY HEALTH, SUCCESSFUL ALLIANCE FOR FAMILY ENGAGEMENT, ASSERTIVE COMMUNITY TREATMENT, FAMILY PRESERVATION, LORAIN COUNTY, PROJECT STRIDE, SPAULING ADOPTION, GROUP HOME, AND INTEGRATED CARE.Desc
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$10,276,592TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$9,688,496TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$22,835,928TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document142IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee670EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members17GoverningBodyVotingMembersCnt
Independent Voting Member17IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldOHStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GERALD BURKEBusinessNameLine1
FieldValueIRS element (for citing)
Phone2168312255PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line13737 LANDER RDAddressLine1
CityCLEVELANDCity
StateOHState
ZIP Code44124ZIPCode

Form990 Part VII Section A Form990PartVIISectionAGrp (24 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
WALTER STUELPE
BOARD CHAIR2.00Yes (X)Yes (X)$0$0$0
PHILIP M DAWSON
VICE CHAIR-ADMIN2.00Yes (X)Yes (X)$0$0$0
THOMAS SEIFERT
VICE CHAIR-FINANCE/TREASURER2.00Yes (X)Yes (X)$0$0$0
KATHY C PENDER
VICE CHAIR-DEVELOPMENT2.00Yes (X)Yes (X)$0$0$0
GREGORY L BROWN
DIRECTOR2.00Yes (X)$0$0$0
CINDY CROTTY
DIRECTOR2.00Yes (X)$0$0$0
FRANK HIGGINS
DIRECTOR2.00Yes (X)$0$0$0
BRANDON R MILLER
DIRECTOR2.00Yes (X)$0$0$0
JILL A SCHWARTZ
DIRECTOR2.00Yes (X)$0$0$0
JOYCE SHAW
DIRECTOR2.00Yes (X)$0$0$0
ROBERT F FALLS
DIRECTOR2.00Yes (X)$0$0$0
THOMAS M SEGER
DIRECTOR2.00Yes (X)$0$0$0
HARRY L HOLMES
DIRECTOR2.00Yes (X)$0$0$0
DR MARK SINGER
DIRECTOR2.00Yes (X)$0$0$0
TRACY CRANDALL
DIRECTOR2.00Yes (X)$0$0$0
DIANE DOWNING
DIRECTOR2.00Yes (X)$0$0$0
CHARLES ZELLMER
DIRECTOR2.00Yes (X)$0$0$0
DR NANCY KLEIN
DIRECTOR2.00Yes (X)$0$0$0
MARIO TONTI
PRESIDENT40.00Yes (X)$191,054$0$27,103
DEBRA REX
CEO40.00Yes (X)$252,504$0$22,415
GERALD BURKE
SENIOR VP OF FINANCE40.00Yes (X)$122,447$0$10,113
THOMAS ROYER
VP OF ADMINISTRATION40.00$106,862$0$14,563Yes (X)
MARK GRONER
SVCS AND CL DIRECTOR40.00$107,627$0$11,400Yes (X)
NANCY PEPPLER
VP OF EXTERNAL RELATIONS40.00$107,991$0$2,467Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$888,485TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$88,061TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K6IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
THOMAS EPPRIGHT
3737 LANDER RDPEPPER PIKEOH44124PSYCHIATRIST$231,875
TREND CONSULTING
35110 EUCLID AVE STE 2WILLOUGHBYOH44091IT MANAGEMENT SERVICES$213,992
CUYAHOGA DINING SERVICES
PO BOX 91337CHICAGOIL60693FOOD SERVICE$175,687
TANDRA BRAHMAIAH
3737 LANDER RDPEPPER PIKEOH44124PSYCHIATRIST$138,611
GLENMEDE INVESTMENT AND WEALTH MANAGEMEN
25825 SCIENCE PARK DR STE 110BEACHWOODOH44124INVESTMENT MANAGEMENT$136,474
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt
Federated Campaigns$222,614FederatedCampaignsAmt
Fundraising$75,354FundraisingAmt
All Other Contributions$1,356,166AllOtherContributionsAmt
Noncash Contributions$20,927NoncashContributionsAmt
Total Contributions$1,654,134TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp

FieldValueIRS element (for citing)
DescHOSPITAL/MEDICAL CAREDesc
Business624100BusinessCd
Total Revenue Column$21,889,219TotalRevenueColumnAmt
Related Or Exempt Func Income$21,889,219RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Total Program Service Revenue$21,889,219TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$826,100TotalRevenueColumnAmt
Exclusion$826,100ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$9,961,826SecuritiesAmt
Other$22,715OtherAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$8,588,385SecuritiesAmt
Other$19,048OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,373,441SecuritiesAmt
Other$3,667OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,377,108TotalRevenueColumnAmt
Exclusion$1,377,108ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$198,092FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$75,354ContriRptFundraisingEventAmt
Fundraising Direct Expenses$61,530FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$136,562TotalRevenueColumnAmt
Exclusion$136,562ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
CLIENT/STAFF LUNCHES900099$104,838$104,838
PARTNERSHIP ACTIVITY900099-$43,969-$43,969

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$42,393TotalRevenueColumnAmt
Related Or Exempt Func Income$42,393RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$103,262OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$25,986,385TotalRevenueColumnAmt
Related Or Exempt Func Income$22,036,450RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue-$43,969UnrelatedBusinessRevenueAmt
Exclusion$2,339,770ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$625,636TotalAmt
Program Services$237,191ProgramServicesAmt
Management And General$388,445ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$14,570,500TotalAmt
Program Services$13,276,541ProgramServicesAmt
Management And General$1,163,977ManagementAndGeneralAmt
Fundraising$129,982FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$63,638TotalAmt
Program Services$43,008ProgramServicesAmt
Management And General$20,409ManagementAndGeneralAmt
Fundraising$221FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$2,424,836TotalAmt
Program Services$2,237,999ProgramServicesAmt
Management And General$168,088ManagementAndGeneralAmt
Fundraising$18,749FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,643,024TotalAmt
Program Services$1,486,867ProgramServicesAmt
Management And General$142,437ManagementAndGeneralAmt
Fundraising$13,720FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$34,000TotalAmt
Management And General$34,000ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$77,500TotalAmt
Management And General$77,500ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$36,118TotalAmt
Management And General$36,118ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$136,474TotalAmt
Management And General$136,474ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$3,429,179TotalAmt
Program Services$3,203,993ProgramServicesAmt
Management And General$218,805ManagementAndGeneralAmt
Fundraising$6,381FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$47,094TotalAmt
Program Services$10,555ProgramServicesAmt
Management And General$33,555ManagementAndGeneralAmt
Fundraising$2,984FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$577,009TotalAmt
Program Services$486,019ProgramServicesAmt
Management And General$83,658ManagementAndGeneralAmt
Fundraising$7,332FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$828,159TotalAmt
Program Services$805,094ProgramServicesAmt
Management And General$23,065ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$265,404TotalAmt
Program Services$257,727ProgramServicesAmt
Management And General$7,483ManagementAndGeneralAmt
Fundraising$194FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$23,120TotalAmt
Management And General$22,285ManagementAndGeneralAmt
Fundraising$835FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$553,318TotalAmt
Program Services$553,318ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$259,229TotalAmt
Program Services$62,611ProgramServicesAmt
Management And General$196,618ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (2 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
FOOD$172,428$172,428
MEMBERSHIP & DUES$60,136$2,577$57,559

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$50,718TotalAmt
Management And General$50,718ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$25,877,520TotalAmt
Program Services$22,835,928ProgramServicesAmt
Management And General$2,861,194ManagementAndGeneralAmt
Fundraising$180,398FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$1,100BOYAmt
EOY$1,100EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,369,843BOYAmt
EOY$1,500,926EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$576,100BOYAmt
EOY$429,152EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,070,431BOYAmt
EOY$2,156,542EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$702,565BOYAmt
EOY$415,109EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$14,018,066LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$9,668,014LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$4,426,225BOYAmt
EOY$4,350,052EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$22,762,762BOYAmt
EOY$23,472,430EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$7,588,119BOYAmt
EOY$8,936,402EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$3,888BOYAmt
EOY$0EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$39,501,033BOYAmt
EOY$41,261,713EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,846,097BOYAmt
EOY$1,960,659EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$979,007BOYAmt
EOY$284,708EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$249,897BOYAmt
EOY$215,398EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,075,001BOYAmt
EOY$2,460,765EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$27,979,592BOYAmt
EOY$29,613,800EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$886,687BOYAmt
EOY$796,573EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$7,559,753BOYAmt
EOY$8,390,575EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$36,426,032BOYAmt
EOY$38,800,948EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$39,501,033BOYAmt
EOY$41,261,713EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$108,865ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$2,266,051NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
HospitalYes (X)HospitalInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus2$36,074CurrentYearMinus2Amt
Current Year Minus1$36,161CurrentYearMinus1Amt
Current Year$36,118CurrentYearAmt
Total$108,353TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$162,530LobbyingCeilingAmt

Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp

FieldValueIRS element (for citing)
Current Year Minus2$36,074CurrentYearMinus2Amt
Current Year Minus1$36,161CurrentYearMinus1Amt
Current Year$36,118CurrentYearAmt
Total$108,353TotalAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$18,630,228BeginningYearBalanceAmt
Contributions$32,473ContributionsAmt
Investment Earnings Or Losses$3,218,587InvestmentEarningsOrLossesAmt
Other Expenditures$898,548OtherExpendituresAmt
Administrative Expenses$136,474AdministrativeExpensesAmt
End Year Balance$20,846,266EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$17,314,061BeginningYearBalanceAmt
Investment Earnings Or Losses$2,336,436InvestmentEarningsOrLossesAmt
Other Expenditures$899,164OtherExpendituresAmt
Administrative Expenses$121,105AdministrativeExpensesAmt
End Year Balance$18,630,228EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$18,446,387BeginningYearBalanceAmt
Contributions$20,110ContributionsAmt
Investment Earnings Or Losses-$119,066InvestmentEarningsOrLossesAmt
Other Expenditures$915,580OtherExpendituresAmt
Administrative Expenses$117,790AdministrativeExpensesAmt
End Year Balance$17,314,061EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$16,455,559BeginningYearBalanceAmt
Investment Earnings Or Losses$3,060,238InvestmentEarningsOrLossesAmt
Other Expenditures$951,828OtherExpendituresAmt
Administrative Expenses$117,582AdministrativeExpensesAmt
End Year Balance$18,446,387EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$15,522,384BeginningYearBalanceAmt
Contributions$135,000ContributionsAmt
Investment Earnings Or Losses$1,891,204InvestmentEarningsOrLossesAmt
Other Expenditures$992,780OtherExpendituresAmt
Administrative Expenses$100,249AdministrativeExpensesAmt
End Year Balance$16,455,559EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.97440BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.02560PrmnntEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$683,014OtherCostOrOtherBasisAmt
Book Value$683,014BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$7,902,153OtherCostOrOtherBasisAmt
Depreciation$4,916,844DepreciationAmt
Book Value$2,985,309BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,603,129OtherCostOrOtherBasisAmt
Depreciation$2,199,016DepreciationAmt
Book Value$404,113BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,829,770OtherCostOrOtherBasisAmt
Depreciation$2,552,154DepreciationAmt
Book Value$277,616BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$4,350,052TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (2 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
ALTERNATIVE INVESTMENTS$1,078,776F
INVESTMENTS HELD IN TRUST$7,857,626F
FieldValueIRS element (for citing)
Total Book Value Securities$8,936,402TotalBookValueSecuritiesAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$28,252,436TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$2,266,051NetUnrealizedGainsInvstAmt
Revenue Not Reported$2,266,051RevenueNotReportedAmt
Revenue Subtotal$25,986,385RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$25,986,385TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$25,877,520TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$25,877,520ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$25,877,520TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 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, 2014, MANAGEMENT HAS DETERMINED THERE ARE NO UNCERTAIN TAX POSITIONS.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Name Of Event1DINNERNameOfEvent1Amt
Gross Receipts Event1$258,383GrossReceiptsEvent1Amt
Charitable Contri Event1$60,291CharitableContriEvent1Amt
Gross Revenue Event1$198,092GrossRevenueEvent1Amt
Rent Facility Costs Event1$1,328RentFacilityCostsEvent1Amt
Other Direct Expenses Event1$60,202OtherDirectExpensesEvent1Amt
Name Of Event2RUNNameOfEvent2Amt
Gross Receipts Event2$15,063GrossReceiptsEvent2Amt
Charitable Contri Event2$15,063CharitableContriEvent2Amt
Gross Receipts Total$273,446GrossReceiptsTotalAmt
Charitable Contributions Tot$75,354CharitableContributionsTotAmt
Gross Revenue Total Events$198,092GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$1,328RentFcltyCostsTotalEventsAmt
Oth Direct Expnss Total Events$60,202OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$61,530DirectExpenseSummaryEventsAmt
Net Income Summary$136,562NetIncomeSummaryAmt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Independent ConsultantYes (X)IndependentConsultantInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (2 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
MARIO TONTI
PRESIDENT$187,784$0$0$0$3,270$0$14,971$0$12,132$0$218,157$0$0$0
DEBRA REX
CEO$249,755$0$0$0$2,749$0$15,310$0$7,105$0$274,919$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 2GROUP HOME - THE AGENCY OPENED A GROUP HOME AT THE LANDER ROAD LOCATION TO SERVE TRANSITIONAL MALES AGES 15-20.
FORM 990, PART VI, SECTION B, LINE 11PRIOR 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, COO, AND SENIOR VICE PRESIDENT OF FINANCE; 2. THE CEO, COO, AND SENIOR VICE PRESIDENT OF FINANCE WILL THEN REVIEW FORM 990 WITH 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.
FORM 990, PART VI, SECTION B, LINE 12CALL 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 COMPENSATION 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 B, LINE 15THE AGENCY CONDUCTS A COMPENSATION STUDY PREPARED BY AN INDEPENDENT CONSULTANT ON A BI-ANNUAL BASIS FOR THE CEO AND COO. COMPENSATION FOR THESE INDIVIDUALS IS DETERMINED ON AN ANNUAL BASIS BY THE COMPENSATION COMMITTEE.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, OR CONFLICT OF INTEREST STATEMENT AVAILABLE TO THE PUBLIC.
FORM 990, PART IX, LINE 11GFOSTER PARENT: PROGRAM SERVICE EXPENSES 1,732,859. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,732,859. PSYCHIATRIST: PROGRAM SERVICE EXPENSES 563,105. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 563,105. BUILDING & GROUNDS: PROGRAM SERVICE EXPENSES 253,063. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 253,063. INFORMATION SYSTEMS: PROGRAM SERVICE EXPENSES 247,175. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 5,786. TOTAL EXPENSES 252,961. FOOD: PROGRAM SERVICE EXPENSES 202,420. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 202,420. EMPLOYEE HIRING: PROGRAM SERVICE EXPENSES 73,435. MANAGEMENT AND GENERAL EXPENSES 44,451. FUNDRAISING EXPENSES 477. TOTAL EXPENSES 118,363. STRATEGIC PLANNING: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 86,183. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 86,183. OTHER: PROGRAM SERVICE EXPENSES 33,941. MANAGEMENT AND GENERAL EXPENSES 29,462. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 63,403. SPACE MANAGEMENT: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 52,448. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 52,448. STORAGE/SHREDDING: PROGRAM SERVICE EXPENSES 35,078. MANAGEMENT AND GENERAL EXPENSES 6,087. FUNDRAISING EXPENSES 118. TOTAL EXPENSES 41,283. HEALTH HOMES: PROGRAM SERVICE EXPENSES 34,627. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 34,627. EMPLOYEE TRAINING: PROGRAM SERVICE EXPENSES 28,290. MANAGEMENT AND GENERAL EXPENSES 174. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 28,464.
PROGRAM OVERVIEWBEECH 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 AND CHILD WELFARE AGENCY, BEECH BROOK'S 500 PLUS-MEMBER STAFF SERVES MORE THAN 22,000 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: 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. 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. RESIDENTIAL TREATMENT FOR LATENCY-AGE CHILDREN AND YOUTH BEECH BROOK'S OPEN RESIDENTIAL TREATMENT PROGRAM PROVIDES A 24-HOUR, HIGHLY STRUCTURED THERAPEUTIC MILIEU WHERE CHILDREN LEARN TO MANAGE THEIR BEHAVIOR, CONTROL ANGER, SOLVE PROBLEMS, FOLLOW DIRECTIONS AND BUILD HEALTHY RELATIONSHIPS WITH OTHERS. DURING THEIR STAY, WHICH MAY RANGE FROM A FEW WEEKS TO A FEW MONTHS, CHILDREN AND YOUTH ATTEND THE CAMPUS-BASED GUND SCHOOL AND PARTICIPATE IN A PARTIAL HOSPITALIZATION PROGRAM AFTER SCHOOL AND ON WEEKENDS. IN THE PAST YEAR, THOSE SERVICES HAVE BEEN EXPANDED TO SERVE YOUTH WITH MENTAL HEALTH ISSUES WHO HAVE BEEN INVOLVED IN THE JUVENILE JUSTICE SYSTEM. INTENSIVE TREATMENT UNIT FOR CHILDREN/TEENS AGES 5-17 WHEN CHILDREN OR TEENS ARE EXPERIENCING EXTREME PSYCHIATRIC PROBLEMS/SYMPTOMS, BEECH BROOK'S INTENSIVE TREATMENT UNIT OFFERS IMMEDIATE INTENSIVE INTERVENTION AND STABILIZATION THROUGH A FLEXIBLE PACKAGE OF SERVICES, BASED ON THE CHILD'S AND CUSTOMER'S NEEDS. BRIEF STAYS IN THIS LOCKED UNIT, RANGING FROM JUST A FEW DAYS UP TO 30 DAYS, OFFER AN ALTERNATIVE TO OR STEP DOWN FROM PSYCHIATRIC HOSPITALIZATION. EDUCATIONAL SERVICES ARE PROVIDED WITHIN THE UNIT. GROUP LIVING HOME FOR TRANSITIONAL YOUTH BEECH BROOK'S GROUP LIVING HOME SERVES TRANSITIONAL MALES, AGES 15-20, WHO HAVE A CO-OCCURRING MENTAL HEALTH DIAGNOSIS AND DEVELOPMENTAL DELAY. THIS PROGRAM PROVIDES CASE MANAGEMENT, THERAPY, PSYCHIATRIC SERVICES, DEVELOPMENT OF INDEPENDENT LIVING SKILLS, PREPARATION FOR EMPLOYMENT AND EDUCATIONAL SERVICES. LENGTHS OF STAY VARY, DEPENDING ON INDIVIDUAL NEEDS. DAY TREATMENT FOR CHILDREN/TEENS AGES 5-17 DAY TREATMENT IS DESIGNED TO MEET THE NEEDS OF CHILDREN AND TEENS WHO ARE LIVING WITH THEIR BIOLOGICAL, ADOPTIVE OR FOSTER FAMILIES. OFTEN, DAY TREATMENT HELPS CHILDREN MAKE THE TRANSITION FROM RESIDENTIAL TREATMENT TO COMMUNITY LIVING AND SCHOOLS. WHILE IN DAY TREATMENT, CHILDREN ATTEND GUND SCHOOL AND PARTICIPATE IN THE PARTIAL HOSPITALIZATION PROGRAM. 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. 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. 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. PROJECT STRIDE PROJECT STRIDE (SKILL BUILDING, TEACHING, ROLE MODELING, INDEPENDENCE, DEVELOPMENT, AND EMPOWERMENT) MATCHES ADULT MENTORS TO YOUTH IN FOSTER CARE WITH A FOCUS ON INCREASING PLACEMENT STABILITY FOR AT-RISK YOUTH THROUGH EMOTIONAL SUPPORT AND ESTABLISHING LONG-LASTING BONDS. ACT TEAM FOR TRANSITIONAL YOUTH THE ASSERTIVE COMMUNITY TREATMENT (ACT) HELPS TROUBLED TEENS AND YOUNG ADULTS, AGED 16-22, ACHIEVE A HEALTHY TRANSITION INTO INDEPENDENCE AND ADULTHOOD. THE ONLY TEAM OF ITS KIND SERVING THIS AGE GROUP IN NORTHEAST OHIO, THE MULTIDISCIPLINARY TEAM WORKS TOGETHER TO PROVIDE EACH INDIVIDUAL WITH THE RIGHT MIX OF TREATMENT AND SUPPORT. MOST SERVICES ARE PROVIDED IN THE HOME OR COMMUNITY. THE ACT TEAM HAS HAD EXCELLENT RESULTS IN PREVENTING HOSPITALIZATIONS AND KEEPING CLIENTS LIVING SUCCESSFULLY IN THE COMMUNITY. SAFE (SUCCESSFUL ALLIANCE FOR FAMILY ENGAGEMENT) 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. 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; - SEMINARS FOR DIVORCING FAMILIES HELP PARENTS UNDERSTAND AND WORK TO MINIMIZE THE TRAUMA OF DIVORCE ON THEIR CHILDREN; - MENTORS AND MOMS, A PROGRAM FOR TEEN MOMS WHO ARE OR HAVE BEEN INVOLVED IN THE FOSTER CARE SYSTEM; - 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. EARLY CHILDHOOD SERVICES BEECH BROOK'S EARLY CHILDHOOD PROGRAM SERVES CHILDREN FROM BIRTH TO AGE SIX TO IDENTIFY AND ADDRESS PROBLEMS EARLY IN LIFE, GIVING CHILDREN A BETTER CHANCE FOR SUCCESS IN SCHOOL AND IN LIFE. THE EARLY CHILDHOOD STAFF PROVIDES OUTPATIENT AND EARLY INTERVENTION SERVICES; DAY CARE CONSULTATION AND TRAINING; BEHAVIORAL SCREENING AND ASSESSMENTS; AND CONSULTATION AND TRAINING TO OTHER COMMUNITY ORGANIZATIONS. LORAIN COUNTY PROGRAMS BEECH BROOK PROVIDES OUTPATIENT MENTAL HEALTH SERVICES TO YOUTH AND THEIR FAMILIES IN LORAIN COUNTY. IN ADDITION, BEECH BROOK OPERATES THE FOLLOWING PROGRAMS: - INTENSIVE HOME-BASED TREATMENT (IHBT): BEECH BROOK'S IHBT PROGRAM OFFERS IMMEDIATE, SHORT-TERM AND INTENSIVE MENTAL HEALTH TREATMENT AND SUPPORT SERVICES FOR CHILDREN OR TEENS WHO ARE JUST RETURNING FROM AN OUT-OF-HOME STAY OR WHO ARE AT RISK OF PLACEMENT IN A RESIDENTIAL TREATMENT PROGRAM OR PSYCHIATRIC HOSPITAL. YOUTH REFERRED TO THE IHBT PROGRAM ARE SEEN QUICKLY AND FREQUENTLY DURING THE DURATION OF THEIR CASE, NORMALLY THREE TO SIX MONTHS. THE IHBT TEAM WORKS WITH THE CHILD AND FAMILY AT HOME, AT SCHOOL, IN THE COMMUNITY OR WHEREVER HELP IS NEEDED; - YOUTH CRISIS AND LIAISON SERVICES - THIS PROGRAM OFFERS SECOND OPINIONS, COMMUNITY-BASED SAFETY AND CARE PLANS AND FOLLOW-UP (WHEN APPROPRIATE) FOR YOUTH AT RISK OF BEING HOSPITALIZED FOR SERIOUS PSYCHIATRIC ISSUES.
CHILDREN AND FAMILIES SERVEDJULY 1, 2013 - JUNE 30, 2014 CAMPUS PROGRAMS RESIDENTIAL TREATMENT 106 DAY TREATMENT 61 INTENSIVE TREATMENT UNIT 119 GROUP HOME 3 PARTIAL HOSPITALIZATION 152 EARLY CHILDHOOD SERVICES MENTAL HEALTH TREATMENT 116 MENTAL HEALTH AGES 0-3 94 DAY CARE CONSULTATION 216 EARLY INTERVENTION FOR FAMILIES IN TRANSITION 236 COMMUNITY EDUCATION SEMINARS FOR DIVORCING PARENTS 2,300 FAMILY DROP-IN CENTER 1,257 COMPREHENSIVE SEX EDUCATION 7,476 PARENTING CLASSES 125 FATHER'S GROUP 142 PAR 130 FOSTER TEEN MOMS 44 NORTH COAST ACADEMY 50 FAMICOS 200 FAMILY-BASED FOSTER CARE LEVELS I-III 87 LEVEL IV 72 OUTPATIENT MENTAL HEALTH SERVICES 878 FAMILY PRESERVATION 158 SCHOOL-BASED COMMUNITY SUPPORT 2,390 THERAPEUTIC TUTORING 50 ORANGE SCHOOL PROJECT 1,013 BEACHWOOD SCHOOLS 25 CHARDON SCHOOL PROJECT 481 ACT TEAM 69 REACH 859 LORAIN COUNTY 1 OUTPATIENT MENTAL HEALTH SERVICES 256 INTENSIVE HOME-BASED TREATMENT 109 YOUTH CRISIS AND LIAISON 135 STRIDE 236 SAFE 230 ODADAS (DRUG AND ALCOHOL) 27 TOTAL 19,902

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