Totals
- Total revenue
- $11,887,053
- Total expenses
- $12,043,699
- Contributions and grants received
- $4,575,175
- Grants paid
- $0
- Program service revenue
- $7,262,156
- Investment income
- $52,119
- Other revenue
- -$2,397
- Total assets, end of year
- $59,430,085
- Total liabilities, end of year
- $1,111,733
- Net assets or fund balances, end of year
- $58,318,352
- Program services expenses (Part IX)
- $10,743,781
- Management and general expenses
- $1,090,994
- Fundraising expenses
- $208,924
- Program service expenses (Part III)
- $10,743,781
Program services were 89.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1e · Government grants (contributions)
$346,265
-
1f · All other contributions, gifts and grants
$4,228,910
-
2a · Program service revenue: MANAGED CARE
total $4,071,644 · related or exempt $4,071,644
-
2b · Program service revenue: PRIVATE PAY & OTHER
total $1,456,073 · related or exempt $1,456,073
-
2c · Program service revenue: MEDICAID
total $1,155,359 · related or exempt $1,155,359
-
2d · Program service revenue: MEDICARE
total $568,858 · related or exempt $568,858
-
2f · All other program service revenue
total $10,222 · related or exempt $10,222
-
3 · Investment income
total $15,462 · excluded $15,462
-
6a · Gross rents
real property $54,000
-
6b · Less rental expenses
real property $56,397
-
6c · Rental income or loss
real property -$2,397
-
6d · Net rental income or loss
total -$2,397 · related or exempt -$1,198 · unrelated business -$1,199
-
7a · Gross sales of assets other than inventory
securities $354,085
-
7b · Less cost or other basis and sales expenses
securities $317,428
-
7c · Gain or loss
securities $36,657
-
7d · Net gain or loss
total $36,657 · related or exempt $36,657
Functional expenses
Part IX, the statement of functional expenses.
-
5 · Compensation of officers, directors and key employees
total $596,301 · program services $175,151 · management and general $289,787 · fundraising $131,363
-
7 · Other salaries and wages
total $4,850,152 · program services $4,622,858 · management and general $206,498 · fundraising $20,796
-
9 · Other employee benefits
total $803,903 · program services $655,733 · management and general $129,725 · fundraising $18,445
-
10 · Payroll taxes
total $404,375 · program services $359,050 · management and general $33,685 · fundraising $11,640
-
11b · Fees: legal
total $11,589 · management and general $11,589
-
11c · Fees: accounting
total $126,127 · management and general $126,127
-
11g · Fees: other
total $2,250,243 · program services $2,203,106 · management and general $47,137
-
13 · Office expenses
total $892,855 · program services $804,624 · management and general $88,231
-
16 · Occupancy
total $742,679 · program services $722,252 · management and general $20,427
-
17 · Travel
total $29,726 · program services $11,771 · management and general $9,127 · fundraising $8,828
-
20 · Interest
total $1,895 · program services $1,840 · management and general $55
-
22 · Depreciation, depletion and amortization
total $479,004 · program services $427,189 · management and general $51,815
-
23 · Insurance
total $113,890 · program services $110,712 · management and general $3,178
-
24a · Other expenses: FRANCHISE FEE
total $391,994 · program services $391,994
-
24b · Other expenses: WORKERS COMP
total $79,889 · program services $64,547 · management and general $15,342
-
24c · Other expenses: FOOD
total $65,528 · program services $65,528
-
24d · Other expenses: RECRUITMENT
total $63,099 · program services $57,184 · management and general $5,915
-
24e · All other expenses
total $140,450 · program services $70,242 · management and general $52,356 · fundraising $17,852
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,146,130 · end of year $779,029
-
4 · Accounts receivable
beginning of year $714,881 · end of year $723,405
-
9 · Prepaid expenses and deferred charges
beginning of year $158,688 · end of year $185,670
-
10a · Land, buildings and equipment: cost or other basis
$21,040,486
-
10b · Land, buildings and equipment: accumulated depreciation
$15,324,153
-
10c · Land, buildings and equipment, net
beginning of year $5,992,940 · end of year $5,716,333
-
11 · Investments: publicly traded securities
beginning of year $1,008,842 · end of year $759,699
-
15 · Other assets
beginning of year $62,431,998 · end of year $51,265,949
-
17 · Accounts payable and accrued expenses
beginning of year $932,929 · end of year $925,378
-
23 · Secured mortgages and notes payable
beginning of year $550,000
-
25 · Other liabilities
beginning of year $194,692 · end of year $186,355
-
27 · Net assets without donor restrictions
beginning of year $52,973,773 · end of year $44,178,437
-
28 · Net assets with donor restrictions
beginning of year $16,802,085 · end of year $14,139,915
Mission and programs · 2022
Mission
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.
Activities or mission (Part I)
THE BEECHWOOD HOME OFFERS SPECIALIZED, LONG-TERM CARE SERVICES TO THOSE WHO HAVE INCURABLE, NEUROLOGICAL, CHRONIC AND DISABLING CONDITIONS.
-
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.
Expenses $10,743,781 · Revenue $7,297,615
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Renie DohrmannRENIE DOHRMANN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Mary Jo LaneMARY JO LANE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Greg FrenchGREG FRENCH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Richard MooreRICHARD MOORE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Vere W GaynorVERE W GAYNOR
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Dr Donna Shambley-EbronDR DONNA SHAMBLEY-EBRON
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Timothy ToftTIMOTHY TOFT
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Dr Jeffrey T KellerDR JEFFREY T KELLER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Ellen SewardELLEN SEWARD
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Dr John RobertsDR JOHN ROBERTS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Tracy SandquistTRACY SANDQUIST
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Martha WalshMARTHA WALSH
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 0.5
-
Samuel BortzSAMUEL BORTZ
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.5
-
James GibbsJAMES GIBBS
PRESIDENT
- Total calculated
- $0
- Hours/week
- 0.5
-
William BaechtoldWILLIAM BAECHTOLD
MEMBER AT LARGE
- Total calculated
- $0
- Hours/week
- 0.5
-
Robert Heidt IIIROBERT HEIDT III
TREASURER
- Total calculated
- $0
- Hours/week
- 0.5
-
Sara K OsbornSARA K OSBORN
SECRETARY
- Total calculated
- $0
- Hours/week
- 0.5
-
Patricia ClarkPATRICIA CLARK
CEO
- Total calculated
- $472,102
- From this org
- $437,877
- From related orgs
- $0
- Other
- $34,225
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $437,877
- Bonus
- $0
- Other
- $0
- Deferred
- $34,225
- Nontaxable benefits
- $0
- Filer's total
- $472,102
-
Tim OwensTIM OWENS
CFO
- Total calculated
- $165,697
- From this org
- $158,424
- From related orgs
- $0
- Other
- $7,273
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $158,424
- Bonus
- $0
- Other
- $0
- Deferred
- $7,273
- Nontaxable benefits
- $0
- Filer's total
- $165,697
-
Scot HarmonSCOT HARMON
ADMINISTRATOR
- Total calculated
- $117,943
- From this org
- $112,677
- From related orgs
- $0
- Other
- $5,266
- Hours/week
- 40
-
Stephanie UnterbrinkSTEPHANIE UNTERBRINK
RN
- Total calculated
- $121,635
- From this org
- $116,391
- From related orgs
- $0
- Other
- $5,244
- Hours/week
- 40
-
Rose PicadioROSE PICADIO
LPN
- Total calculated
- $107,523
- From this org
- $107,523
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Beth HilsBETH HILS
HR DIRECTOR
- Total calculated
- $117,453
- From this org
- $112,154
- From related orgs
- $0
- Other
- $5,299
- Hours/week
- 40
-
Denise CooperDENISE COOPER
RN
- Total calculated
- $122,528
- From this org
- $117,427
- From related orgs
- $0
- Other
- $5,101
- Hours/week
- 40
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation committee
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4b · Supplemental nonqualified retirement plan
Answered no
- 4a · Severance or change-of-control payment
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- 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 $20,500.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · TO SUPPORT BEECHWOOD HOME. · OH
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 3 July 2023
- IRS schema version
- 2022v5.0
- Source object
- 202331949349300103
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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