2026-05-13T13:04:58-05:00 2025-12-31 394917009 MELLOTT ADVISORS LLC 312 WALNUT STREET - SUITE 2500 CINCINNATI OH 452024025 990 2025-01-01 310537069 BEECHWOOD HOME BEEC 5133219294 2140 POGUE AVE CINCINNATI OH 452083234 PATRICIA CLARK CEO 5133219294 2026-05-05 1 GREGORY A DEYHLE P00341594 5132412940 2025 2025-03-06 01:10:19Z PATRICIA CLARK 2140 POGUE AVE CINCINNATI OH 452083234 14068271 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. 15 15 283 0 0 0 3564901 3994460 9382774 9788417 99957 55408 54000 54000 13101632 13892285 0 0 0 0 6525582 7745712 0 0 294929 5990852 5459733 12516434 13205445 585198 686840 67162922 72910106 992794 803476 66170128 72106630 X FOUNDED IN CINCINNATI, OHIO IN 1890, THE BEECHWOOD HOME IS A SKILLED NURSING CARE FACILITY FOR 80 ADULTS WITH PHYSICAL AND NEUROLOGICAL DISABILITIES. SERVICES AT THE BEECHWOOD HOME INCLUDE LONG-TERM, REHABILITATIVE MEDICAL AND NURSING CARE; PHYSICAL, OCCUPATIONAL AND SPEECH THERAPIES; AND SOCIAL ENRICHMENT PROGRAMS INCLUDING COMPUTER AND EDUCATION THERAPY, THERAPEUTIC RECREATION AND RELIGIOUS PROGRAMS. ALL BEECHWOOD HOMES PROGRAMS ARE DESIGNED TO MAXIMIZE THE INDEPENDENCE OF PEOPLE WITH PHYSICAL AND NEUROLOGICAL DISABILITIES IN A "PERSON CENTERED" HOMELIKE ENVIRONMENT.MANY YOUNGER PEOPLE WITH PHYSICAL AND NEUROLOGICAL DISABILITIES CHOOSE TO MOVE TO THE BEECHWOOD HOME SO THEY CAN LIVE WITH PEOPLE WITH SIMILAR AGES AND TYPES OF DISABILITIES. RESIDENTS RECEIVE CARE SPECIFICALLY DESIGNED TO MEET THEIR NEEDS. RESIDENTS ALSO CHOOSE BEECHWOOD HOME TO PURSUE MANY OF THEIR INTERESTS, HOBBIES AND EDUCATIONAL GOALS THROUGH THE SOCIAL ENRICHMENT PROGRAMS WE OFFER. 0 0 11919082 9870006 FOUNDED IN CINCINNATI, OHIO IN 1890, THE BEECHWOOD HOME IS A SKILLED NURSING CARE FACILITY FOR 80 ADULTS WITH PHYSICAL AND NEUROLOGICAL DISABILITIES. SERVICES AT THE BEECHWOOD HOME INCLUDE LONG-TERM, REHABILITATIVE MEDICAL AND NURSING CARE; PHYSICAL, OCCUPATIONAL AND SPEECH THERAPIES; AND SOCIAL ENRICHMENT PROGRAMS INCLUDING COMPUTER AND EDUCATION THERAPY, THERAPEUTIC RECREATION AND RELIGIOUS PROGRAMS. ALL BEECHWOOD HOMES PROGRAMS ARE DESIGNED TO MAXIMIZE THE INDEPENDENCE OF PEOPLE WITH PHYSICAL AND NEUROLOGICAL DISABILITIES IN A "PERSON CENTERED" HOMELIKE ENVIRONMENT.MANY YOUNGER PEOPLE WITH PHYSICAL AND NEUROLOGICAL DISABILITIES CHOOSE TO MOVE TO THE BEECHWOOD HOME SO THEY CAN LIVE WITH PEOPLE WITH SIMILAR AGES AND TYPES OF DISABILITIES. RESIDENTS RECEIVE CARE SPECIFICALLY DESIGNED TO MEET THEIR NEEDS. RESIDENTS ALSO CHOOSE BEECHWOOD HOME TO PURSUE MANY OF THEIR INTERESTS, HOBBIES AND EDUCATIONAL GOALS THROUGH THE SOCIAL ENRICHMENT PROGRAMS WE OFFER. THE BEECHWOOD HOME STAFF IS SKILLED AT WORKING WITH PEOPLE WHO HAVE MULTIPLE SCLEROSIS, CEREBRAL PALSY, HUNTINGTON'S, SPINAL CORD INJURY AND OTHER NEUROLOGICAL DISORDERS AND DISABILITIES. 11919082 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 6 0 1 283 1 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X MONTE STETLER DIRECTOR OF FINANCE 5138420759 2140 POGUE AVENUE CINCINNATI OH 452083234 X ROBERT HEIDT III BOARD MEMBER 0.50 X 0 0 0 SARA K OSBORN BOARD MEMBER 0.50 X 0 0 0 MARY JO LANE BOARD MEMBER 0.50 X 0 0 0 MARTHA WALSH BOARD MEMBER 0.50 X 0 0 0 DR JEFFREY T KELLER BOARD MEMBER 0.50 X 0 0 0 ELLEN SEWARD BOARD MEMBER 0.50 X 0 0 0 DR DONNA SHAMBLEY-EBRON BOARD MEMBER 0.50 X 0 0 0 TIM OWENS BOARD MEMBER 0.50 X 0 0 0 DR ROBERT REED BOARD MEMBER 0.50 X 0 0 0 JEFFREY REICHARD BOARD MEMBER 0.50 X 0 0 0 JAMES GIBBS MEMBER AT LARGE 0.50 X 0 0 0 SAMUEL BORTZ PRESIDENT 0.50 X 0 0 0 TIMOTHY TOFT VICE PRESIDENT 0.50 X 0 0 0 RENIE DOHRMANN SECRETARY 0.50 X 0 0 0 TRACY SANDQUIST TREASURER 0.50 X 0 0 0 PATRICIA CLARK CEO 40.00 X 654005 0 23500 MONTE STETLER CFO 40.00 X 163578 0 0 ROSE PICADIO LPN 40.00 X 126751 0 0 JENIFER MINEER LPN 40.00 X 102223 0 0 MARIAH LEWIS RN 40.00 X 103303 0 0 STEVIE ALEXANDER DON 40.00 X 108879 0 0 GINA CLEMONS RN 40.00 X 111951 0 0 1370690 0 23500 7 0 1 0 0 3994460 3994460 MANAGED CARE 623000 5434000 5434000 PRIVATE PAY & OTHER 623000 2702076 2702076 MEDICAID 623000 1156330 1156330 MEDICARE 623000 491743 491743 4268 4268 9788417 27819 27819 54000 0 54000 54000 54000 203575 175986 27589 27589 27589 13892285 9870006 0 27819 794472 255302 347694 191476 5723661 5632592 68748 22321 738104 614661 107972 15471 489475 443096 30024 16355 34796 34796 104459 104459 1220745 1187467 33278 1148589 1053389 95200 1122997 1091688 31309 32716 12820 10281 9615 512159 497870 14289 99896 97109 2787 FRANCHISE FEE 489167 489167 FOOD 322297 322297 RECRUITMENT 97009 90601 6408 WORKERS COMP 77428 62125 15303 197475 68898 88886 39691 13205445 11919082 991434 294929 1489987 2281679 989173 924822 261672 343219 21845518 16824116 5345685 5021402 976959 1098364 58099446 63240620 67162922 72910106 718380 635291 274414 168185 992794 803476 X 50103469 54880867 16066659 17225763 66170128 72106630 67162922 72910106 X 686840 116623 5133039 X X 1 X 0 0 0 X 10414213 11148315 11594664 12267742 13107804 58532738 10414213 11148315 11594664 12267742 13107804 58532738 0 0 0 58532738 47854 52119 59764 99957 55410 315104 47854 52119 59764 99957 55410 315104 56886 64222 59764 83253 58268 322393 10518953 11264656 11714192 12450952 13221482 59170235 0.98920 0.98880 0.00530 0.00550 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 29131 29131 17880955 13727041 4153914 315616 311031 4585 3619816 2786044 833772 5021402 BENEFICIAL INTEREST IN PERPETUAL TRUSTS 15466559 BENEFICIAL INTEREST IN SUPPORTING ORGANIZATIONS 47550876 DEFERRED COMPENSATION- INVESTMENT 168185 CASH, RESTRICTED FOR LONG-TERM PURPOSE 50000 CASH, DESIGNATED FOR LONG-TERM PURPOSE 5000 63240620 DEFERRED COMPENSATION 168185 168185 X PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. CONTRIBUTIONS TO THE ORGANIZATION QUALIFY AS CHARITABLE DEDUCTIONS. THE ORGANIZATION HAS NOT ENTERED INTO ANY TRANSACTIONS WHICH WOULD SUBJECT IT TO UNRELATED BUSINESS INCOME TAX. IN THE NORMAL COURSE OF BUSINESS, THE ORGANIZATION IS SUBJECT TO EXAMINATION BY VARIOUS TAXING AUTHORITIES. ALTHOUGH THE OUTCOME OF TAX AUDITS IS ALWAYS UNCERTAIN, THE ORGANIZATION BELIEVES THAT THERE ARE NO SIGNIFICANT UNRECOGNIZED TAX LIABILITIES AT DECEMBER 31, 2025. X X X X 0 1 0 0 0 0 0 0 0 PATRICIA CLARK CEO 638255 0 0 0 15750 0 23500 0 0 0 677505 0 0 0 MONTE STETLER CFO 156218 0 0 0 7360 0 0 0 0 0 163578 0 0 0 PART I, LINE 4B PATRICIA CLARK. THE HOME INSTITUTED A DEFERRED COMPENSATION PLAN UNDER INTERNAL REVENUE CODE SECTION 457(B). THE PURPOSE OF THE PLAN IS TO PROVIDE DEFERRED COMPENSATION FOR A MEMBER OF MANAGEMENT. SCHEDULE J, PART I, LINE 4B THE HOME INSTITUTED A DEFERRED COMPENSATION PLAN UNDER INTERNAL REVENUE CODE SECTION 457 (B). THE PURPOSE OF THE PLAN IS TO PROVIDE DEFERRED COMPENSATION FOR A MEMBER OF MANAGEMENT. INCLUDED IN THE STATEMENT OF FINANCIAL POSITION ARE INVESTMENTS WHICH OFFSET THE DEFERRED COMPENSATION UNDER OTHER LIABILITIES. THE DEFERRED COMPENSATION PLAN EXPENSE CHARGED AGAINST CURRENT OPERATIONS AMOUNTED TO $23,500. FORM 990, PART VI, SECTION B, LINE 11B THE DIRECTOR OF FINANCE 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 DIRECTOR OF FINANCE. THE DIRECTOR OF FINANCE WILL THEN DISTRIBUTE THE FORM 990 TO THE BOARD OF TRUSTEE'S FOR THEIR REVIEW. THE DIRECTOR OF FINANCE WILL THEN INFORM THE ACCOUNTING FIRM OF THE APPROVAL BY THE FINANCE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 12C EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT, WHICH AFFIRMS THAT THEY ARE FOLLOWING THE CONFLICT OF INTEREST POLICY. TO ENSURE THAT THE CORPORATION OPERATES IN A MANNER CONSISTENT WITH ITS CHARITABLE PURPOSES AND THAT IT DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS STATUS AS AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX, ANNUAL REVIEWS SHALL BE CONDUCTED BY THE EXECUTIVE COMMITTEE. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION SYSTEM WILL EVALUATE POSITIONS TO MARKET BY USING LOCAL AND STATE SPECIFIC SURVEY DATA. THE MARKET DATA WILL PRIMARILY INCLUDE OTHER LONG TERM CARE FACILITIES AND WILL INCLUDE SURVEY DATA FOR MORE SPECIALIZED POSITIONS. ON AN ANNUAL BASIS THE CEO, DIRECTOR OF HR AND CFO WILL REVIEW AND APPROVE RECOMMENDED CHANGES TO POSITION RANGE AS DETERMINED THROUGH THE MARKET DATA AVAILABILITY. AS PART OF THE ANNUAL BUDGETING PROCESS THE BOARD OF TRUSTEE'S WILL REVIEW AND APPROVE FUNDS TO BE ALLOCATED FOR TOTAL COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC. FORM 990, PART XI, LINE 9: UNREALIZED GAIN/LOSS ON BENEFICIAL FOUNDATION 4,215,544. UNREALIZED GAIN/ LOSS ON BENEFICIAL INTERESTS IN PERPETUAL TRUSTS 1,017,495. TRANSFER BETWEEN ORGANIZATIONS -100,000. FORM 990, PART XI, LINE 2C EXPLANATION THE FINANCE COMMITTEE REVIEWS THE REVIEWED FINANCIAL STATEMENTS PRIOR TO ISSUANCE. THE BEECHWOOD FOUNDATION 2140 POGUE AVENUE CINCINNATI OH 452083234 311441552 TO SUPPORT BEECHWOOD HOME. OH 501(C)(3) 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 THE BEECHWOOD FOUNDATION C 2120844