BEECHWOOD HOME: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BEECHWOOD HOME (EIN 31-0537069)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-10-10
- IRS object ID
- 201302839349300335
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-10-10T14:18:12-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 316063298 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MELLOTT & MELLOTT PLL | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 312 ELM STREET - SUITE 1250 | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 45202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310537069 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BEECHWOOD HOME | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BEEC | NameControl |
| Phone | 5133219294 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2140 POGUE AVE | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 45208 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | PATRICIA CLARK | Name |
| Title | CEO | Title |
| Phone | 5133219294 | Phone |
| Date Signed | 2013-10-03 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | GREGORY A DEYHLE | Name |
| PTIN | P00341594 | PTIN |
| Phone | 5132412940 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | PATRICIA CLARK | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2140 POGUE AVE | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 45208 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 10766973 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1890 | YearFormation |
| State Legal Domicile | OH | StateLegalDomicile |
| Activity Or Mission Description | THE BEECHWOOD HOME OFFERS SPECIALIZED, LONG-TERM CARE SERVICES TO THOSE WHO HAVE INCURABLE, NEUROLOGICAL, CHRONIC AND DISABLING CONDITIONS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 21 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 21 | NbrIndependentVotingMembers |
| Total Nbr Employees | 193 | TotalNbrEmployees |
| Total Nbr Volunteers | 25 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 2916769 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 3064834 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 6429953 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 5939561 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 2665 | InvestmentIncomePriorYear |
| Investment Income Current Year | 165232 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 96124 | OtherRevenuePriorYear |
| Other Revenue Current Year | 85351 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 9445511 | TotalRevenuePriorYear |
| Total Revenue Current Year | 9254978 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 5872977 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 5265266 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 88546 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3794113 | OtherExpensePriorYear |
| Other Expenses Current Year | 3825307 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 9667090 | TotalExpensesPriorYear |
| Total Expenses Current Year | 9090573 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -221579 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 164405 | RevenuesLessExpensesCY |
| Total Assets BOY | 48545220 | TotalAssetsBOY |
| Total Assets EOY | 49353713 | TotalAssetsEOY |
| Total Liabilities BOY | 6572892 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 6049377 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 41972328 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 43304336 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | FOUNDED IN CINCINNATI, OHIO IN 1890, THE BEECHWOOD HOME IS A SKILLED NURSING CARE FACILITY FOR 88 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. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 7839195 | Expense |
| Revenue | 6085216 | Revenue |
| Description | FOUNDED IN CINCINNATI, OHIO IN 1890, THE BEECHWOOD HOME IS A SKILLED NURSING CARE FACILITY FOR 88 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, HUNTINGTONS, SPINAL CORD INJURY AND OTHER NEUROLOGICAL DISORDERS AND DISABILITIES. | Description |
| Total Program Service Expense | 7839195 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 1 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 1 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 7 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 193 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 21 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 21 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | OH | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | TIMOTHY H OWENS DIRECTOR OF FINANCE | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 5138420759 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2140 POGUE AVENUE | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 45208 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (23 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | OfficerOfficer |
|---|---|---|---|---|---|---|
| GRANT V HESSER | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| MARY ANN MEANWELL | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| JAMES GIBBS | ||||||
| BOARD MEMBER | 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 | |
| JOSIE THAYER | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| CAROLINE SUTPHIN | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| IGOR DUMBADZE MD | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| RICHARD OLIVER | ||||||
| MEMBER AT LARGE | 0.50 | X | 0 | 0 | 0 | |
| KIM DEATON | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| RICHARD MOORE | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| DANIEL SHIELS | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| WILLIAM BAECHTOLD | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| THOMAS BRENNAN | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| DONNA DE GRAAF | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| GREG FRENCH | ||||||
| BOARD MEMBER | 0.50 | X | 0 | 0 | 0 | |
| ADELE CRAFT | ||||||
| PRESIDENT | 0.50 | 0 | 0 | 0 | X | |
| DAVID OSBORN | ||||||
| SECRETARY | 0.50 | 0 | 0 | 0 | X | |
| PATRICIA CLARK | ||||||
| CEO | 40.00 | 248616 | 0 | 47701 | X | |
| TIMOTHY TOFT | ||||||
| 1ST VICE PRESIDENT | 0.50 | 0 | 0 | 0 | X | |
| TIM OWENS | ||||||
| CFO | 40.00 | 103331 | 0 | 3563 | X | |
| CYNTHIA FLICK | ||||||
| TREASURER | 0.50 | 0 | 0 | 0 | X | |
| KATHYE HABIG NIPPERT | ||||||
| 2ND VICE PRESIDENT | 0.50 | 0 | 0 | 0 | X | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 351947 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 51264 | TotalOtherCompensation |
| Number Individuals GT100 K | 2 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| All Other Contributions | 3064834 | AllOtherContributions |
| Total Contributions | 3064834 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| MEDICARE & MEDICAD | 623000 | 5028956 | 5028956 |
| PRIVATE/ASST LIVING | 623000 | 611183 | 611183 |
| VETERANS ADMINISTRATION | 623000 | 270079 | 270079 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 29343 | TotalRevenueColumn |
| Related Or Exempt Function Income | 29343 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 5939561 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 19577 | TotalRevenueColumn |
| Exclusion | $19,577 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1609791 | Securities |
| Other | 11500 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1465358 | Securities |
| Other | 10278 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 144433 | Securities |
| Other | 1222 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 145655 | TotalRevenueColumn |
| Related Or Exempt Function Income | 145655 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 121710 | GrossIncomeFundraisingEvents |
| Fundraising Direct Expenses | 36359 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 85351 | TotalRevenueColumn |
| Exclusion | $85,351 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 9254978 | TotalRevenueColumn |
| Related Or Exempt Function Income | 6085216 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $104,928 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 351947 | Total |
| Program Services | 99446 | ProgramServices |
| Management And General | 177916 | ManagementAndGeneral |
| Fundraising | 74585 | Fundraising |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3847549 | Total |
| Program Services | 3680635 | ProgramServices |
| Management And General | 156595 | ManagementAndGeneral |
| Fundraising | 10319 | Fundraising |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 755440 | Total |
| Program Services | 625599 | ProgramServices |
| Management And General | 129841 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 310330 | Total |
| Program Services | 275671 | ProgramServices |
| Management And General | 34659 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7139 | Total |
| Management And General | 7139 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 74494 | Total |
| Management And General | 74494 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 448890 | Total |
| Program Services | 407476 | ProgramServices |
| Management And General | 41414 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 644168 | Total |
| Program Services | 561283 | ProgramServices |
| Management And General | 82885 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 687939 | Total |
| Program Services | 687939 | ProgramServices |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 24165 | Total |
| Management And General | 24165 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 173677 | Total |
| Management And General | 173677 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 729660 | Total |
| Program Services | 583728 | ProgramServices |
| Management And General | 145932 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 96336 | Total |
| Program Services | 82298 | ProgramServices |
| Management And General | 14038 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| FRANCHISE FEE | 340397 | 340397 |
| FOOD | 232654 | 232654 |
| WORKERS COMP | 167591 | 167591 |
| LETTER OF CREDIT FEE | 48480 | 48480 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 149717 | Total |
| Program Services | 45998 | ProgramServices |
| Management And General | 100077 | ManagementAndGeneral |
| Fundraising | 3642 | Fundraising |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9090573 | Total |
| Program Services | 7839195 | ProgramServices |
| Management And General | 1162832 | ManagementAndGeneral |
| Fundraising | 88546 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 578821 | BOY |
| EOY | 457695 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 623887 | BOY |
| EOY | 661361 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 192459 | BOY |
| EOY | 169922 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 19014328 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 11887487 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7384443 | BOY |
| EOY | 7126841 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 676515 | BOY |
| EOY | 718744 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39089095 | BOY |
| EOY | 40219150 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48545220 | BOY |
| EOY | 49353713 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 936350 | BOY |
| EOY | 806995 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5250000 | BOY |
| EOY | 4950000 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 386542 | BOY |
| EOY | 292382 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 6572892 | BOY |
| EOY | 6049377 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 29999435 | BOY |
| EOY | 31299404 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 291021 | BOY |
| EOY | 4982 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11681872 | BOY |
| EOY | 11999950 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 41972328 | BOY |
| EOY | 43304336 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 48545220 | BOY |
| EOY | 49353713 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 164405 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | -59516 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | 1227119 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 1 | AccountantCompileOrReview |
Accountant Compile Or Review Basis AccountantCompileOrReviewBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| FS Audited | 0 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9774185 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9798045 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9982641 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9260294 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8975052 | CurrentTaxYear |
| Total | 47790217 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9774185 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9798045 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 9982641 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9260294 | CurrentTaxYearMinus1Year |
| Current Tax Year | 8975052 | CurrentTaxYear |
| Total | 47790217 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 47790217 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 41846 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13381 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6791 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2665 | CurrentTaxYearMinus1Year |
| Current Tax Year | 165232 | CurrentTaxYear |
| Total | 229915 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 41846 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 13381 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 6791 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 2665 | CurrentTaxYearMinus1Year |
| Current Tax Year | 165232 | CurrentTaxYear |
| Total | 229915 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 177464 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 28795 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 158766 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 182552 | CurrentTaxYearMinus1Year |
| Current Tax Year | 151053 | CurrentTaxYear |
| Total | 698630 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9993495 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 9840221 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 10148198 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 9445511 | CurrentTaxYearMinus1Year |
| Current Tax Year | 9291337 | CurrentTaxYear |
| Total | 48718762 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.98090 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.98320 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.00470 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.00530 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11681872 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 350379 | InvestmentEarningsOrLosses |
| Other Expenditures | 32301 | OtherExpenditures |
| End Of Year Balance | 11999950 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11942972 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -236625 | InvestmentEarningsOrLosses |
| Other Expenditures | 24475 | OtherExpenditures |
| End Of Year Balance | 11681872 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 11410794 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 564223 | InvestmentEarningsOrLosses |
| Other Expenditures | 32045 | OtherExpenditures |
| End Of Year Balance | 11942972 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 10818181 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 627282 | InvestmentEarningsOrLosses |
| Other Expenditures | 34669 | OtherExpenditures |
| End Of Year Balance | 11410794 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 14160291 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -3338621 | InvestmentEarningsOrLosses |
| Other Expenditures | 3489 | OtherExpenditures |
| End Of Year Balance | 10818181 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Endowments Held By Unrelated Orgs | 0 | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | 0 | EndowmentsHeldByRelatedOrgs |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 29131 | OtherCostOrOtherBasis |
| Book Value | 29131 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 14527622 | OtherCostOrOtherBasis |
| Depreciation | 8719590 | Depreciation |
| Book Value | 5808032 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4457575 | OtherCostOrOtherBasis |
| Depreciation | 3167897 | Depreciation |
| Book Value | 1289678 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 7126841 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (5 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DEFERRED FINANCING COSTS | 25951 |
| BENEFICIAL INTEREST IN PERPETUAL TRUSTS | 11252640 |
| BENEFICIAL INTEREST IN SUPPORTING ORGANIZATIONS | 28579793 |
| DEFERRED COMPENSATION- INVESTMENT | 292382 |
| RESTRICTED CASH | 68384 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 40219150 | TotalBookValueOtherAssets |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEFERRED COMPENSATION | Description |
| Amount | $292,382 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 292382 | TotalOfAmounts |
| Footnote In Part XIII | X | FootnoteInPartXIII |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: | 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. |
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | 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 2009. 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, 2012. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | CELEBRATION DINNER | NameOfEvent1 |
| Gross Receipts Event1 | 80100 | GrossReceiptsEvent1 |
| Gross Revenue Event1 | 80100 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 16709 | FoodAndBeverageEvent1 |
| Entertainment Event1 | 1500 | EntertainmentEvent1 |
| Other Direct Expenses Event1 | 4465 | OtherDirectExpensesEvent1 |
| Name Of Event2 | GUN SHOOT | NameOfEvent2 |
| Gross Receipts Event2 | 41610 | GrossReceiptsEvent2 |
| Gross Revenue Event2 | 41610 | GrossRevenueEvent2 |
| Food And Beverage Event2 | 335 | FoodAndBeverageEvent2 |
| Other Direct Expenses Event2 | 13350 | OtherDirectExpensesEvent2 |
| Gross Receipts Total | 121710 | GrossReceiptsTotal |
| Gross Revenue Total Events | 121710 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 17044 | FoodAndBeverageTotalEvents |
| Entertainment Total Events | 1500 | EntertainmentTotalEvents |
| Other Direct Expenses Total Events | 17815 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 36359 | DirectExpenseSummaryEvents |
| Net Income Summary | 85351 | NetIncomeSummary |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | PATRICIA CLARK | NamePerson |
| Title | CEO | Title |
| Base Compensation Filing Org | 248616 | BaseCompensationFilingOrg |
| Comp Based On Related Orgs | 0 | CompBasedOnRelatedOrgs |
| Bonus Filing Org | 0 | BonusFilingOrg |
| Bonus Related Orgs | 0 | BonusRelatedOrgs |
| Other Compensation Filing Org | 0 | OtherCompensationFilingOrg |
| Other Compensation Related Orgs | 0 | OtherCompensationRelatedOrgs |
| Deferred Comp Filing Org | 47701 | DeferredCompFilingOrg |
| Deferred Comp Related Orgs | 0 | DeferredCompRelatedOrgs |
| Nontaxable Benefits Filing Org | 0 | NontaxableBenefitsFilingOrg |
| Nontaxable Benefits Related Orgs | 0 | NontaxableBenefitsRelatedOrgs |
| Total Compensation Filing Org | 296317 | TotalCompensationFilingOrg |
| Total Compensation Related Orgs | 0 | TotalCompensationRelatedOrgs |
| Comp Report Prior990 Filing Org | 0 | CompReportPrior990FilingOrg |
| Comp Report Prior990 Related Orgs | 0 | CompReportPrior990RelatedOrgs |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART I, LINE 4B | PATRICIA CLARK. THE HOME INSTITUTED A DEFERRED COMPENSATION PLAN UNDER INTERNAL REVENUE CODE SECTION 457(F). THE PURPOSE OF THE PLAN IS TO PROVIDE DEFERRED COMPENSATION FOR A SELECT GROUP OF MANAGEMENT. THERE WERE NO PAYMENTS MADE FOR THE CURRENT YEAR. | |
| PART III | IN 2006, THE HOME INSTITUTED A DEFERRED COMPENSATION PLAN UNDER INTERNAL REVENUE CODE SECTION 457(F). THE PURPOSE OF THE PLAN IS TO PROVIDE DEFERRED COMPENSATION FOR A SELECT GROUP OF MANAGEMENT. INCLUDED IN THE STATEMENT OF FINANCIAL POSITION ARE INVESTMENTS WHICH OFFSET THE DEFERRED COMPENSATION UNDER OTHER LIABILITIES. THERE WERE NO PAYMENTS MADE FOR THE CURRENT YEAR. | SUPPLEMENTAL INFORMATION |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | 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 DIRECTOR OF FINANCE 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 INTEREST RATE SWAPS 159,383. UNREALIZED GAIN ON BENEFICIAL INTERESTS IN PERPETUAL TRUSTS 265,462. UNREALIZED GAIN ON BENEFICIAL FOUNDATION 802,274. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XI, LINE 2C EXPLANATION | THE FINANCE COMMITTEE REVIEWS THE REVIEWED FINANCIAL STATEMENTS PRIOR TO ISSUANCE. |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII
Name Of Disregarded Entity NameOfDisregardedEntity
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BEECHWOOD FOUNDATION | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2140 POGUE AVENUE | AddressLine1 |
| City | CINCINNATI | City |
| State | OH | State |
| ZIP Code | 45208 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311441552 | EIN |
| Primary Activities | TO SUPPORT BEECHWOOD HOME. | PrimaryActivities |
| Legal Domicile State | OH | LegalDomicileState |
| Exempt Code Section | 501(C)(3) | ExemptCodeSection |
| Controlled Org | 0 | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | 0 | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable
Name Of Other Organization NameOfOtherOrganization
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE BEECHWOOD FOUNDATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | C | TransactionType |
| Amount Involved | 1979799 | AmountInvolved |
Comments