2013-02-13T12:58:14-06:00 2012-06-30 310800053 CLARK SCHAEFER HACKETT AND CO ONE EAST FOURTH ST SUITE 1200 CINCINNATI OH 45202 990 2011-07-01 310536663 BEECH ACRES BEEC 5132316630 6881 BEECHMONT AVENUE CINCINNATI OH 45230 RUTHANN H ZINS 5132316630 2013-02-08 1 JANE E PFEIFER P00014949 5132413111 2013-02-08 2011 2016-03-07 17:11:31Z BEECH ACRES PARENTING CENTER JAMES R MASON 6881 BEECHMONT AVENUE CINCINNATI OH 45230 9155864 0 X WWW.BEECHACRES.ORG X 1849 OH STRENGTHENING FAMILIES FOR CHILDREN 20 20 115 45 0 0 3481383 4671662 4425676 4135703 241367 187973 0 0 8148426 8995338 0 0 0 0 5668393 5581913 0 0 311955 3371263 3222966 9039656 8804879 -891230 190459 57109240 54728479 3639542 2397764 53469698 52330715 X BEECH ACRES PARENTING CENTER, AN OHIO NOT-FOR-PROFIT, HAS SERVED CHILDREN AND FAMILIES IN GREATER CINCINNATI SINCE 1849. HELPING CHILDREN GROW TO BECOME CAPABLE, CARING AND CONTRIBUTING ADULTS HAS BEEN OUR STEADFAST FOCUS FOR OVER SIX GENERATIONS. WITH A MISSION OF STRENGTHENING FAMILIES FOR CHILDREN, OUR PROGRAMS ARE BASED ON THE GUIDING PRINCIPLE THAT PARENTS, AND OTHER DEDICATED ADULTS FILLING THAT ROLE, ALL WANT THE BEST FOR THEIR CHILDREN, AND ALL NEED EDUCATION, SUPPORT AND GUIDANCE IN RAISING THEIR CHILDREN TO ACHIEVE THEIR UNIQUE POTENTIAL. AS A PARENTING CENTER, WE CONNECT PARENTS TO RESOURCES, TOOLS AND SUPPORT, PEERS, AND EXPERTS SO THEY CAN ENHANCE THEIR PARENTING KNOWLEDGE, SKILLS AND CAPABILITIES. WE STRIVE TO HELP PARENTS IDENTIFY, NURTURE AND GUIDE THE BEST IN THEMSELVES AND THEIR CHILDREN. WE BRING AND VALUE DIVERSITY, AND OFFER A STRENGTH-BASED AND PRACTICAL APPROACH. 0 0 2756601 1809611 COMMUNITY AND THERAPEUTIC:PROVIDING MENTAL HEALTH SERVICES HELP CHILDREN, TEENS AND FAMILIES WITH EMOTIONAL OR BEHAVIORAL NEEDS THROUGH COUNSELING, PLAY THERAPY, AND PSYCHIATRIC SUPPORT TREATMENT. COUNSELING SERVICES ARE PERFORMED IN SCHOOLS, HOMES, AND OFFICE SETTINGS AND IS PROVIDED THROUGH INDIVIDUAL, FAMILY AND GROUP SESSIONS. WE SERVED OVER 2,175 INDIVIDUALS THIS YEAR.SCHOOL AND COMMUNITY BASED SERVICES HELPED OVER 3,075 AT-RISK CHILDREN AND THEIR FAMILIES WITH A CONTINUUM OF PREVENTION AND INTERVENTION SERVICES REQUIRED TO FOSTER THEIR SUCCESS IN SCHOOL.THERAPEUTIC MENTORS TEACH, COACH AND AID CHILDREN AND FAMILIES TO DEVELOP SPECIFIC SKILLS OR TO HELP AN INDIVIDUAL CHILD WITH BEHAVIORAL, EMOTIONAL OR DEVELOPMENTAL NEEDS. ABOUT 60 CLIENTS BENEFITED FROM THIS PROGRAM.FAMILY PEER SUPPORT PROVIDES A PARENT MENTOR TO OTHER PARENTS WHOSE CHILDREN ARE AT RISK OF SIGNIFICANT DISRUPTION BECAUSE OF THEIR MENTAL HEALTH CHALLENGES. NEARLY 1,700 PARENTS PARTICIPATED IN EITHER MENTORING SESSIONS AND/OR SCHOOL WIDE EVENTS.IN ADDITION TO THE SERVICE REIMBURSEMENTS, THESE PROGRAMS ARE SUPPORTED BY GRANTS AND CONTRIBUTIONS OF APPROXIMATELY $946,990. 1293945 1458800 THERAPEUTIC FOSTER CARE:WE PROVIDE TRADITIONAL AND TREATMENT FOSTER CARE FOR TEMPORARY OR EMERGENCY SUBSTITUTE FAMILY CARE FOR EMOTIONALLY, SEXUALLY OR PHYSICALLY ABUSED CHILDREN. FAMILIES CONNECTED DEVELOPS FOSTER PARENTS AS MENTORS AND PAIRS THEM WITH FAMILIES/DEDICATED ADULTS WITH THE GOAL OF REUNIFYING CHILDREN WITH THEIR FAMILIES OR IN THEIR OWN COMMUNITY AND DECREASING THE LENGTH OF STAY IN FOSTER CARE. THESE SERVICES ARE PROVIDED FOR ABOUT 130 CHILDREN IN FOSTER HOMES.INTENSIVE FAMILY RESTORATION SERVICES HELPS TO ASSIST PARENTS IN WORKING TOWARDS REUNIFICATION WITH THEIR CHILDREN. WE WORK WITH THE PARENT(S) PRIMARILY TO BRING THE CHILDREN BACK TO THEIR HOME. THIS SERVICE WAS PROVIDED TO OVER 160 CHILDREN IN FOSTER HOMES. 1025604 47810 HEALTHY RELATIONSHIPS HEALTHY MARRIAGES:BUILDING STRONG MARRIAGES AND RELATIONSHIPS PROVIDES MARRIED COUPLES, COMMITTED COUPLES AND HIGH SCHOOL STUDENTS, EDUCATION, SUPPORT GROUPS, AND ENRICHMENT ACTIVITIES THAT EXPLORE POSITIVE RELATIONSHIP MODELS AND TEACH BASIC SKILLS NECESSARY FOR HEALTHY RELATIONSHIPS. ABOUT 1,850 INDIVIDUALS WERE SERVED.MEDIATION AND CONSULTATION HELPED NEARLY 400 PEOPLE IN CONFLICT BY IMPROVING COPING SKILLS, NEGOTIATION, AND INCREASING SELF AWARENESS. SERVICES SUPPORT RESOLVING PARENTING OR RELATIONSHIP ISSUES AND CONFLICTS BETWEEN FAMILIES, PARENTS AND TEENS, DIVORCING PARENTS, COUPLES, STEP FAMILIES, AND OTHERS.IN ADDITION TO THE SERVICE REIMBURSEMENTS, THESE PROGRAMS ARE SUPPORTED BY GRANTS AND CONTRIBUTIONS OF APPROXIMATELY $977,794. 351003 195997 FOR THE LOVE OF KIDS:BAPC PROVIDES A UNIQUE BRAND OF INTENTIONAL, STRENGTH-BASED PARENTING EDUCATION WORKSHOPS, CLASSES AND SUPPORT GROUPS IN SCHOOLS, AREA BUSINESSES AND IN THE COMMUNITY. WE SEEK TO SERVE PARENTS WHO ARE SEARCHING FOR EDUCATION AND GUIDANCE FROM QUALIFIED PARENTING EXPERTS. PARENTS ATTENDING HAVE THE OPPORTUNITY TO CONNECT WITH OTHER PARENTS, CELEBRATE THE IMPORTANCE OF PARENTING AND TO INCREASE THEIR PARENTING KNOWLEDGE. ABOUT 5300 PARENTS AND OTHER PROFESSIONALS PARTICIPATED IN THESE PROGRAMS.IN ADDITION TO THE SERVICE REIMBURSEMENTS, THESE PROGRAMS ARE SUPPORTED BY GRANTS AND CONTRIBUTIONS OF APPROXIMATELY $155,006. 667211 623485 EVERY CHILD SUCCEEDS:EVERY CHILD SUCCEEDS IS A VOLUNTARY HOME-VISITATION PROGRAM FOR FIRST-TIME, AT RISK MOTHERS THAT HELPS BUILD PARENTS CAPABILITIES TO PROVIDE AN OPTIMAL START FOR THEIR CHILDREN AND ENSURE KINDERGARTEN READINESS. THIS PROGRAM OFFERS PARENTING ADVICE, INFORMATION ON CHILD DEVELOPMENT, PERSONAL AND FAMILY HEALTH, ENVIRONMENTAL SAFETY, LIFE COURSE DEVELOPMENT AND ACCESS TO HEALTH AND HUMAN SERVICES. NEARLY 500 FAMILIES PARTICIPATED IN THIS PROGRAM. EVERY CHILD SUCCEEDS TRAINING PROVIDES PROFESSIONAL TRAINING AND DEVELOPMENT FOR PROVIDERS OF ECS SERVICES. ABOUT 1700 PROFESSIONAL WERE TRAINED THIS YEAR.IN ADDITION TO THE SERVICE REIMBURSEMENTS, THESE PROGRAMS ARE SUPPORTED BY GRANTS AND CONTRIBUTIONS OF APPROXIMATELY $43,726. 340100 PARENTING INITIATIVES:POWER IN PARENTING MATCHES PARENTS WITH OTHER PARENT PARTNERS TO PROVIDE PARENTING EDUCATION AND HELP IN ACCESSING RESOURCES, NETWORKS, AND SUPPORTS FOR THEIR CHILDREN. THIS IS A GRASS-ROOTS, COMMUNITY-BASED EFFORT TO DEVELOP AND SUPPORT EFFECTIVE PARENTING IN TARGETED COMMUNITIES IN GREATER CINCINNATI. THIS INITIATIVE IS BASED ON INTENTIONAL, STRENGTH-BASED, PRACTICAL PARENTING. COMMUNITY-BASED EFFORTS FOCUS ON KINDERGARTEN READINESS, EFFECTIVE PARENTING, AND BUILDING SELF-SUSTAINABILITY. NEARLY 250 PARENTS WERE SERVED.IN ADDITION TO THE SERVICE REIMBURSEMENTS, THIS PROGRAM IS SUPPORTED BY GRANTS AND CONTRIBUTIONS OF APPROXIMATELY $341,776. 1358314 819482 6434464 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 113 0 1 115 1 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 OH X MS RUTHANN H ZINS 5132316630 6881 BEECHMONT AVENUE CINCINNATI OH 45230 THOMAS D CASSADY 5.00 X 0 0 0 NORAH J CLARK 5.00 X 0 0 0 JIM FORMAL 5.00 X 0 0 0 CLARA E MARTIN 5.00 X 0 0 0 BARRY H MORRIS PHD 5.00 X X 0 0 0 TIMOTHY E STAUTBERG 5.00 X X 0 0 0 PRISCILLA R UNGERS 5.00 X X 0 0 0 COMFORT WENDEL 5.00 X X 0 0 0 DAVID WALLACE 5.00 X 0 0 0 PETER A ALPAUGH 5.00 X 0 0 0 KIMBERLY A STORER 5.00 X 0 0 0 ALLISON BUSHMAN 5.00 X 0 0 0 KEN GOODE 5.00 X 0 0 0 ALLISON KROPP 5.00 X 0 0 0 VS NARAYAN 5.00 X 0 0 0 RICK POWELL 5.00 X 0 0 0 ANGELEKE SANSALONE 5.00 X 0 0 0 KARL WEIDNER 5.00 X 0 0 0 DEASA NICHOLS BROWN 5.00 X 0 0 0 SCOTT JACOBS 5.00 X 0 0 0 JAMES R MASON 40.00 X 171968 0 18419 RUTHANN H ZINS 40.00 X 103719 0 3656 DIANE JORDAN 40.00 X 112236 0 8581 387923 0 30656 3 0 1 0 DR JOSEPH CRESCI 6881 BEECHMONT AVE CINCINNATI OH 45230 PSYCHIATRIC CARE 109688 1 2470000 1112968 1088694 164140 4671662 FEES & CONTRACTS GOVT. 900099 1463656 1463656 MEDICARE/MEDICAID 900099 1202330 1202330 SUPPORT SERVICES 900099 1201450 1201450 PROGRAM REGISTRATION 900099 205458 205458 OTHER 900099 62809 62809 4135703 240752 240752 107747 107262 53264 485 -53264 -52779 -52779 8995338 4135703 0 187973 418579 301377 96273 20929 3744618 2871103 746280 127235 163278 163278 861895 662848 166024 33023 393543 317826 63148 12569 27598 293 27305 14952 9665 4929 358 1042089 789835 226216 26038 139206 71730 62609 4867 250868 171706 65996 13166 105619 22896 81216 1507 164560 156062 8344 154 92610 45706 44144 2760 15469 15469 221588 115424 103977 2187 116357 75270 38520 2567 FOSTER CARE PER DIEM 594479 594479 0 0 EQUIP. RENTAL & MAINTEN 205007 90867 104585 9555 IN-KIND DONATIONS 89649 45942 43707 MEMBERSHIPS AND DUES 42995 2195 39665 1135 99920 89240 482 10198 8804879 6434464 2058460 311955 419128 440621 119134 104743 1078643 976525 185221 213486 4960603 4014464 424819 946139 10168188 9891615 67135 61025 264460 129953 44382512 41964372 57109240 54728479 2660750 1631086 960000 750000 18792 16678 3639542 2397764 X 45749567 45097084 2011220 1996829 5708911 5236802 53469698 52330715 57109240 54728479 X 190459 -1329442 X X 0 1 1 X 1 1 X 6736737 5833062 5415194 3597572 4671662 26254227 6736737 5833062 5415194 3597572 4671662 26254227 46566 26207661 412776 297833 226107 233397 240752 1410865 6593 6593 27671685 21808556 0.94710 0.93830 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 39983094 540988 2470000 38054082 32777109 8205985 1000000 39983094 31573617 4107743 2904251 32777109 43165445 -7891828 3700000 31573617 0.98280 0.01720 1 1 1 97924 97924 3902728 3205416 697312 959951 809048 150903 946139 INTEREST IN NET ASSETS OF BEECH ACRES FOUNDATION 37381584 INTEREST IN PERPETUAL TRUSTS 4582788 41964372 CHARITABLE ANNUITIES 16678 16678 8995338 8804879 190459 20686 -1350128 -1329442 -1138983 6601155 20686 3271 -2418140 -2394183 8995338 0 8995338 8808150 3271 3271 8804879 0 8804879 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: TO SUPPORT THE EDUCATIONAL AND CHARITABLE ACTIVITIES OF BEECH ACRES. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE AGENCY IS A NOT-FOR-PROFIT ENTITY EXEMPT FROM FEDERAL INCOME TAXES UNDER PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE AGENCY HAS ADOPTED THE PROVISIONS OF FASB ASC 740-10-25, WHICH REQUIRES THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A "MORE LIKELY THAN NOT" THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE AGENCY DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY UNCERTAIN TAX POSITIONS. PART XI, LINE 8 - OTHER ADJUSTMENTS: CHANGE IN NET ASSETS OF BEECH ACRES FOUNDATION -1,946,031. CHANGE IN VALUE OF PERPETUAL TRUSTS -472,109. GAIN ON BENEFIT PLAN CURTAILMENT 1,068,012. TOTAL TO SCHEDULE D, PART XI, LINE 8: -1,350,128. PART XII, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN NET ASSETS OF BEECH ACRES FOUNDATION -1,946,031. CHANGE IN VALUE OF PERPETUAL TRUSTS -472,109. X X X X X 0 0 0 0 0 0 0 0 0 JAMES R MASON 171968 0 0 0 0 0 0 0 18419 0 190387 0 0 0 X FILL A BACKPACK, ADOPT A FAMILY, ETC. 45302 FAIR MARKET VALUE X OFFICE FURNITURE 44347 FAIR MARKET VALUE X GYM FLOOR 52074 FAIR MARKET VALUE X SOFTWARE 22417 FAIR MARKET VALUE 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 THE CHIEF FINANCIAL OFFICER AND THE OPERATION COMMITTEE CHAIRPERSON, OR THEIR DESIGNEE, REVIEW THE FORM BEFORE BEING SIGNED AND FILED. FORM 990, PART VI, SECTION B, LINE 12C SITUATIONS, IN WHICH A POTENTIAL CONFLICT OF INTEREST MAY ARISE, ARE HANDLED ON A CASE BY CASE BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMPENSATION COMMITTEE, WHICH INCLUDES THE FORMER BOARD OF TRUSTEES CHAIRPERSON AND CURRENT BOARD CHAIRPERSON AND VICE CHAIRPERSON, REVIEWS AND APPROVES THE COMPENSATION STRUCTURE FOR THE PRESIDENT/CEO, CFO, AND COO ANNUALLY. THERE IS A FORMAL WRITTEN REPORT THAT INCLUDES ANALYSIS FROM ALL INTERNAL AND EXTERNAL SOURCES. OTHER OFFICERS OR KEY EMPLOYEES GO THROUGH THE ORGANIZATION'S ANNUAL PERFORMANCE REVIEW PROCESS WHICH INCLUDES AN EVALUATION AND RATING OF INDIVIDUAL OUTCOMES/GOALS. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 20,686. CHANGE IN NET ASSETS OF BEECH ACRES FOUNDATION -1,946,031. CHANGE IN VALUE OF PERPETUAL TRUSTS -472,109. GAIN ON BENEFIT PLAN CURTAILMENT 1,068,012. TOTAL TO FORM 990, PART XI, LINE 5: -1,329,442. THE OPERATION COMMITTEE IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THESE POLICIES AND PROCEDURES HAVE NOT CHANGED FROM THE PREVIOUS YEAR. BEECH ACRES FOUNDATION 6881 BEECHMONT AVENUE CINCINNATI OH 45230 311742685 SUPPORTING THE EDUCATIONAL AND CHARITABLE ACTIVITIES OF BEECH ACRES OH 501(C)(3) 509(A)(3) BEECH ACRES 1 0 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0