2011-10-05T12:42:59-05:00 2010-12-31 MELLOTT & MELLOTT PLL 312 ELM STREET SUITE 1250 CINCINNATI OH 45202 990 2010-01-01 310537069 BEECHWOOD HOME BEEC 5133219294 2140 POGUE AVE CINCINNATI OH 45208 PATRICIA CLARK 5133219294 2011-09-19 1 GREGORY A DEYHLE 5132412940 2010 2016-03-07 17:11:31Z PATRICIA CLARK 2140 POGUE AVE CINCINNATI OH 45208 10255726 0 X N/A X 1890 OH THE BEECHWOOD HOME OFFERS SPECIALIZED, LONG-TERM CARE SERVICES TO THOSE WHO HAVE INCURABLE, NEUROLOGICAL, CHRONIC AND DISABLING CONDITIONS. 23 23 199 25 0 0 2900739 2971395 6897306 7074282 13381 6791 0 95730 9811426 10148198 0 0 0 0 6277438 6109083 0 0 75948 3836789 3886199 10114227 9995282 -302801 152916 49457956 50296707 7491592 7263545 41966364 43033162 X 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. 0 0 7722051 7060490 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. 7722051 1 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 3 0 199 1 0 0 0 0 0 1 1 0 0 0 0 X 23 23 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X TIMOTHY H OWENS DIRECTOR OF FINAN 5138420759 2140 POGUE AVENUE CINCINNATI OH 45208 RICHARD SETTERBERG 0.50 X 0 0 0 LAURIE JO HEFFNER 0.50 X 0 0 0 GRANT V HESSER 0.50 X 0 0 0 PETER A MARROCCO MD 0.50 X 0 0 0 MARY ANN MEANWELL 0.50 X 0 0 0 CAROL PEARCE 0.50 X 0 0 0 ADELE CRAFT 0.50 X 0 0 0 DENICE HERTLEIN 0.50 X 0 0 0 JAMES GIBBS 0.50 X 0 0 0 TRISH MARTINDELL 0.50 X 0 0 0 PATTY MISRACH 0.50 X 0 0 0 DAVID OSBORN 0.50 X 0 0 0 AUDRE SEDACCA 0.50 X 0 0 0 DR LINDA WORKMAN 0.50 X 0 0 0 JOSIE THAYER 0.50 X 0 0 0 BETTE STITH 0.50 X 0 0 0 CAROLINE SUTPHIN 0.50 X 0 0 0 TIMOTHY TOFT 0.50 X 0 0 0 TIM ZIMMERMAN 0.50 X 0 0 0 IGOR DUMBADZE MD 0.50 X 0 0 0 CYNTHIA FLICK 0.50 X 0 0 0 KATHYE HABIG NIPPERT 0.50 X 0 0 0 RICHARD OLIVER 0.50 X 0 0 0 PATRICIA CLARK 40.00 X X 241632 0 49915 TIM OWENS 40.00 X 104877 0 6439 346509 0 56354 2 0 1 0 0 2971395 2971395 MEDICARE & MEDICAID 623000 6292703 6292703 PRIVATE/ASST LIVING 623000 529541 529541 VETERANS ADMINISTRATIO 623000 189002 189002 63036 63036 7074282 20583 20583 65547 79339 -13792 -13792 -13792 123919 28189 95730 95730 10148198 7060490 0 116313 346510 96653 177367 72490 4539406 4370417 165531 3458 236213 179255 56958 636800 572326 64474 350154 315529 34625 21947 21947 74905 74905 232200 232200 695149 556119 139030 MEDICAL AND PROFESSIONA 541096 507035 34061 SUPPLIES 427996 391902 36094 UTILITIES 371262 371262 REPAIRS AND MAINTENENCE 353813 88943 264870 FRANCHISE FEE 350909 350909 816922 643872 173050 9995282 7722051 2197283 75948 697924 950555 642823 698323 145358 195805 19013520 11349780 8055960 7663740 676921 711325 39238970 40076959 49457956 50296707 1115303 1196988 5850000 5550000 526289 516557 7491592 7263545 X 30555570 31041138 49052 11410794 11942972 41966364 43033162 49457956 50296707 X 152916 913882 X X 0 1 1 X 0 X 9532512 9430042 9774185 9798045 9982641 48517425 9532512 9430042 9774185 9798045 9982641 48517425 0 0 0 48517425 48325 195073 41846 13381 6791 305416 48325 195073 41846 13381 6791 305416 80027 15411 177464 28795 158766 460463 9660864 9640526 9993495 9840221 10148198 49283304 0.98450 0.98050 0.00620 0.01280 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11410794 564223 32045 11942972 10818181 627282 34669 11410794 14160291 -3338621 3489 10818181 0 0 29131 29131 14275248 7903271 6371977 4709141 3446509 1262632 7663740 DEFERRED FINANCING COSTS 31759 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 11219094 BENEFICIAL INTEREST IN SUPPORTING ORGANIZATIONS 28564396 DEFERRED COMPENSATION- INVESTMENT 193326 RESTRICTED CASH 68384 40076959 FAIR VALUE OF INTERST RATE SWAP 323231 DEFERRED COMPENSATION 193326 516557 10148198 9995282 152916 51065 862817 913882 1066798 10780853 51065 581590 632655 10148198 0 10148198 9995282 0 9995282 0 9995282 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: THE HOME AND THE FOUNDATION ARE EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. CONTRIBUTIONS TO THE HOME AND THE FOUNDATION 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 AND FOUNDATION IS NO LONGER SUBJECT TO FEDERAL INCOME TAX EXAMINATION BY TAX AUTHORITIES FOR THE YEARS ENDING PRIOR TO 2007. IN THE NORMAL COURSE OF BUSINESS, HOWEVER, THE HOME AND THE FOUNDATION ARE SUBJECT TO EXAMINATION BY VARIOUS OTHER TAXING AUTHORITIES. ALTHOUGH THE OUTCOME OF TAX AUDITS IS ALWAYS UNCERTAIN, THE HOME AND THE FOUNDATION BELIEVE THAT THERE ARE NO SIGNIFICANT UNRECOGNIZED TAX LIABILITIES AT DECEMBER 31, 2010. PART XI, LINE 8 - OTHER ADJUSTMENTS: UNREALIZED GAIN ON INTEREST RATE SWAPS 54,640. UNREALIZED GAIN ON BENEFICIAL INTERESTS IN PERPETUAL TRUSTS 526,950. UNREALIZED GAIN ON BENEFICIAL FOUNDATION 281,227. PART XII, LINE 2D - OTHER ADJUSTMENTS: UNREALIZED GAIN ON BENEFICIAL INTEREST IN PERPETUAL TRUST 526,950. UNREALIZED GAIN ON INTEREST RATE SWAP 54,640. CELEBRATION DINNER 123919 123919 22135 550 5504 123919 123919 22135 550 5504 28189 95730 X X X X 0 1 0 0 0 0 0 0 0 PATRICIA CLARK 241632 0 0 0 0 0 49915 0 0 0 291547 0 285561 0 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. SUPPLEMENTAL INFORMATION 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. FORM 990, PART VI, SECTION B, LINE 11 THE DIRECTOR OF FINANCE WILL DELIVER A COPY OF THE FORM 990 TO THE BOARD OF TRUSTEE'S MEETING TO BE HELD IN NOVEMBER EACH YEAR. THE TREASURER OF THE BOARD WILL DISCUSS THE RETURN AND DISTRIBUTE A COPY FOR EACH BOARD MEMBER TO REVIEW AND APPROVE. IT WILL BE DOCUMENTED IN THE MINUTES BY THE SECRETARY. THE DIRECTOR OF FINANCE WILL INFORM THE ACCOUNTING FIRM OF THE APPROVAL BY THE BOARD. 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. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 51,065. UNREALIZED GAIN ON INTEREST RATE SWAPS 54,640. UNREALIZED GAIN ON BENEFICIAL INTERESTS IN PERPETUAL TRUSTS 526,950. UNREALIZED GAIN ON BENEFICIAL FOUNDATION 281,227. TOTAL TO FORM 990, PART XI, LINE 5: 913,882. FORM 990, PART XI, LINE 2C EXPLANATION THE FINANCE COMMITTEE REVIEWS THE AUDITED FINANCIAL STATEMENTS PRIOR TO ISSUANCE. THE BEECHWOOD FOUNDATION 2140 POGUE AVENUE CINCINNATI OH 45208 311441552 TO SUPPORT BEECHWOOD HOME. OH 501(C)(3) 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THE BEECHWOOD FOUNDATION C 2172066