Civic Intelligence

The Beechwood Foundation

990 • Fiscal year 2014 • EIN 31-1441552

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 17, 2015

Organization ProfileN/A

Refreshing map…

2140 Pogue AveCincinnati, OH 45208-3234

(513) 321-9294

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

2nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

3rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Net Margin

84th percentile

30%

Higher net margin than 84% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

6th percentile

$0

Higher top officer pay than 6% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Asset Growth

45th percentile

3.2%

Faster asset growth than 45% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

14th percentile

-13%

Faster revenue growth than 14% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets2nd percentile

Assets

Up

$34,882,626

Up $1,072,256 (+3.2%) from 2013

Net Assets

Up

$34,882,626

Up $1,072,256 (+3.2%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue3rd percentileNet Margin84th percentile

Revenue

Down

$3,023,099

Down $440,051 (-13%) from 2013

Expenses

Down

$2,106,406

Down $45,827 (-2.1%) from 2013

Net Income

Down

$916,693

Down $394,224 (-30%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$60M$40M$20M$0Assets 2010: $28,564,396Liabilities 2010: $0Net Assets 2010: $28,564,3962010Assets 2011: $27,777,519Liabilities 2011: $0Net Assets 2011: $27,777,5192011Assets 2012: $28,579,793Liabilities 2012: $0Net Assets 2012: $28,579,7932012Assets 2013: $33,810,370Liabilities 2013: $0Net Assets 2013: $33,810,3702013Assets 2014: $34,882,626Liabilities 2014: $0Net Assets 2014: $34,882,6262014Assets 2015: $32,220,963Liabilities 2015: $0Net Assets 2015: $32,220,9632015Assets 2016: $33,156,123Liabilities 2016: $0Net Assets 2016: $33,156,1232016Assets 2017: $36,992,946Liabilities 2017: $0Net Assets 2017: $36,992,9462017Assets 2018: $33,806,684Liabilities 2018: $0Net Assets 2018: $33,806,6842018Assets 2019: $39,589,973Liabilities 2019: $0Net Assets 2019: $39,589,9732019Assets 2020: $41,840,513Liabilities 2020: $0Net Assets 2020: $41,840,5132020Assets 2021: $46,975,678Liabilities 2021: $0Net Assets 2021: $46,975,6782021Assets 2024: $43,335,332Liabilities 2024: $0Net Assets 2024: $43,335,3322024

Highlighted filing

2014

Assets$34,882,626
Liabilities$0
Net Assets$34,882,626
Open 2014 Filing

Operations Trend

Revenue Growth14th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $2,331,6352010Expenses 2011: $2,099,3832011Expenses 2012: $2,133,0902012Revenue 2013: $3,463,150Expenses 2013: $2,152,233Net Income 2013: $1,310,9172013Revenue 2014: $3,023,099Expenses 2014: $2,106,406Net Income 2014: $916,6932014Revenue 2015: $3,598,547Expenses 2015: $2,197,557Net Income 2015: $1,400,9902015Revenue 2016: $2,177,105Expenses 2016: $2,250,622Net Income 2016: -$73,5172016Revenue 2017: $2,728,069Expenses 2017: $2,271,041Net Income 2017: $457,0282017Revenue 2018: $3,126,540Expenses 2018: $2,566,948Net Income 2018: $559,5922018Revenue 2019: $3,308,692Expenses 2019: $2,432,208Net Income 2019: $876,4842019Revenue 2020: $1,864,054Expenses 2020: $2,038,492Net Income 2020: -$174,4382020Revenue 2021: $2,641,750Expenses 2021: $2,648,161Net Income 2021: -$6,4112021Revenue 2024: $2,188,720Expenses 2024: $2,226,728Net Income 2024: -$38,0082024

Highlighted filing

2014

Revenue$3,023,099
Expenses$2,106,406
Net Income$916,693
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 17, 2015
Return Version
2014v5.0
Gross Receipts
$10,419,898
Mission and Program Overview

Mission

The beechwood foundation is a supporting organization of beechwood home. The beechwood foundation is organized and operated for the benefit of beechwood home. Beechwood home is a section 501(c) public organization charity that was formed to provide shelter, care, medical treatment, and protection for persons who are afflicted with incurable diseases.

To support beechwood home.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$33,343,301$34,510,041▲ $1,166,740
Pledges and Grants Receivable$386,916$292,698▼ $94,218
Accounts Receivable$80,153$79,887▼ $266
Total Assets$33,810,370$34,882,626▲ $1,072,256
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$33,323,454$34,389,928▲ $1,066,474
Permanently Rstr Net Assets$486,916$492,698▲ $5,782
Total Net Assets Fund Balance$33,810,370$34,882,626▲ $1,072,256
Total Liabilities and Net Assets / Fund Balance$33,810,370$34,882,626▲ $1,072,256

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$33,810,370$5,782▲ $3,172,880$1,928,892$34,882,626
2013$28,579,793$486,916▲ $6,895,894$1,993,488$33,810,370
2012$27,777,519-▲ $2,935,364$1,979,799$28,579,793
2011$28,564,396-▲ $1,312,506$1,938,900$27,777,519
2010$28,283,169-▲ $2,612,863$2,172,066$28,564,396
Compensation and Service Providers
Top Officer Pay6th percentile

Board Members and Trustees

NameTitle
Richard D OliverPresident
David P OsbornTrustee
Grant V HesserTrustee
John GoeringTrustee
John LawrenceTrustee
Thomas L FinnTrustee
Timothy ToftTrustee
James VanceVP and Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,782
Program Service Revenue
$0
Investment Income
$3,017,317
Other Revenue
$0
All Other Contributions
$5,782
Change in Net Assets
$916,693
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,928,892
Other Expenses$177,514
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,928,892--$1,928,892
Other Expenses-$177,514-$177,514
Total Functional Expenses$1,928,892$177,514$0$2,106,406
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Beechwood HomeCincinnati, OH501(c)(3)Fund Operations of Beechwood Home$1,928,892
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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 C, Line 19

“The organization does not make its governing documents, conflict of interest policy, and financial statements available to the public.”

Filing and Contact Details

Filer

Filer Name
The Beechwood Foundation
EIN
31-1441552
Phone
5133219294
Address
2140 POGUE AVE, CINCINNATI, OH 45208-3234

Signing Officer

Name
Patricia Clark
Title
CEO
Phone
5133219294
Signed
2015-08-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patricia Clark
Formed
1995
Legal Domicile
Oh
Voting Board Members
8
Independent Board Members
8
Employees
0
Volunteers
0

Preparer

Firm
Mellott & Mellott Pll
Address
312 WALNUT STREET - SUITE 2500, CINCINNATI, OH 45202-4025
Preparer
Gregory a Deyhle
Phone
5132412940
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The finance committee reviews the reviewed financial statements prior to issuance.”

Financial Statement Notes

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.”

PART X, LINE 2:

“The foundation is exempt from income tax under section 501(c)(3) of the internal revenue code. Contributions to the foundation qualify as charitable deductions. The foundation 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 foundation is no longer subject to federal income tax examination by tax authorities for the years ending prior to 2011. In the normal course of business, however, the foundation are subject to examination by various other taxing authorities. Although the outcome of tax audits is always uncertain, the foundation believes that there is no significant unrecognized tax liabilities at december 31, 2014.”

Raw XML AppendixShowing 400 of 407 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd01
IRS990/AccountsReceivableGrp/BOYAmt080153
IRS990/AccountsReceivableGrp/EOYAmt079887
IRS990/AcctCompileOrReviewBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO SUPPORT BEECHWOOD HOME.
IRS990/AllOtherContributionsAmt05782
IRS990/AuditCommitteeInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BEECHWOOD HOME
IRS990/BooksInCareOfDetail/PhoneNum05133219294
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02140 POGUE AVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0CINCINNATI
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0452083234
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt05782
IRS990/CYGrantsAndSimilarPaidAmt01928892
IRS990/CYInvestmentIncomeAmt03017317
IRS990/CYOtherExpensesAmt0177514
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0916693
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt02106406
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03023099
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE BEECHWOOD FOUNDATION IS A SUPPORTING ORGANIZATION OF BEECHWOOD HOME. THE BEECHWOOD FOUNDATION IS ORGANIZED AND OPERATED FOR THE BENEFIT OF BEECHWOOD HOME.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01928892
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0THOMAS L FINN
IRS990/Form990PartVIISectionAGrp/PersonNm1DAVID P OSBORN
IRS990/Form990PartVIISectionAGrp/PersonNm2GRANT V HESSER
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN LAWRENCE
IRS990/Form990PartVIISectionAGrp/PersonNm4JOHN GOERING
IRS990/Form990PartVIISectionAGrp/PersonNm5TIMOTHY TOFT
IRS990/Form990PartVIISectionAGrp/PersonNm6RICHARD D OLIVER
IRS990/Form990PartVIISectionAGrp/PersonNm7JAMES VANCE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt7VP AND TREASURER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01995
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt02056657
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantAmt01928892
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01928892
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01928892
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt09453456
IRS990/GrossReceiptsAmt010419898
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0960660
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0960660
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt033343301
IRS990/InvestmentsPubTradedSecGrp/EOYAmt034510041
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0OH
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt07396799
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE BEECHWOOD FOUNDATION IS A SUPPORTING ORGANIZATION OF BEECHWOOD HOME. THE BEECHWOOD FOUNDATION IS ORGANIZED AND OPERATED FOR THE BENEFIT OF BEECHWOOD HOME. BEECHWOOD HOME IS A SECTION 501(C) PUBLIC ORGANIZATION CHARITY THAT WAS FORMED TO PROVIDE SHELTER, CARE, MEDICAL TREATMENT, AND PROTECTION FOR PERSONS WHO ARE AFFLICTED WITH INCURABLE DISEASES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt033810370
IRS990/NetAssetsOrFundBalancesEOYAmt034882626
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt02056657
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt02056657
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0155563
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0INVESTMENT FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0177514
IRS990/OtherExpensesGrp/TotalAmt0177514
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0486916
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0492698
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0386916
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0292698
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PATRICIA CLARK
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0486916
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01993488
IRS990/PYInvestmentIncomeAmt02976234
IRS990/PYOtherExpensesAmt0158745
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01310917
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt02152233
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03463150
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0916693
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02056657
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0310537069
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0501(C)(3)
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01928892
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0BEECHWOOD HOME
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt01928892
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.98590
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0177514
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt033810370
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt05782
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt034882626
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt03172880
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt01928892
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0158745
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt028579793
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0486916
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt033810370
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt06895894
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt01993488
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0153291
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt027777519
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt028579793
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02935364
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt01979799
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0160483
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt028564396
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt027777519
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01312506
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt01938900
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0159570
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt028283169
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt028564396
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt02612863
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt02172066
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.01410
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE 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.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE FOUNDATION IS EXEMPT FROM INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. CONTRIBUTIONS TO THE FOUNDATION QUALIFY AS CHARITABLE DEDUCTIONS. THE FOUNDATION 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 FOUNDATION IS NO LONGER SUBJECT TO FEDERAL INCOME TAX EXAMINATION BY TAX AUTHORITIES FOR THE YEARS ENDING PRIOR TO 2011. IN THE NORMAL COURSE OF BUSINESS, HOWEVER, THE FOUNDATION ARE SUBJECT TO EXAMINATION BY VARIOUS OTHER TAXING AUTHORITIES. ALTHOUGH THE OUTCOME OF TAX AUDITS IS ALWAYS UNCERTAIN, THE FOUNDATION BELIEVES THAT THERE IS NO SIGNIFICANT UNRECOGNIZED TAX LIABILITIES AT DECEMBER 31, 2014.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt01928892
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0FUND OPERATIONS OF BEECHWOOD HOME
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BEECHWOOD HOME
IRS990ScheduleI/RecipientTable/RecipientEIN0310537069
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt02140 POGUE AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CINCINNATI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd0452083234
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION MONITORS THE USE OF THE GRANT FUNDS BY HAVING CONTROL OVER THE ELECTRONIC TRANSFER OF THE FUNDS FROM THE FOUNDATION TO BEECHWOOD HOME.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FINANCE COMMITTEE REVIEWS THE REVIEWED FINANCIAL STATEMENTS PRIOR TO ISSUANCE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd01
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0BEECHWOOD HOME
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0310537069
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO CARE FOR RESIDENTS WITH INCURABLE MEDICAL CONDITIONS.
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02140 POGUE AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CINCINNATI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd0452083234
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt01928892
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0BEECHWOOD HOME
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OH
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt033810370
IRS990/TotalAssetsEOYAmt034882626
IRS990/TotalAssetsGrp/BOYAmt033810370
IRS990/TotalAssetsGrp/EOYAmt034882626
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt05782
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0177514
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01928892
IRS990/TotalFunctionalExpensesGrp/TotalAmt02106406
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt033810370
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt034882626
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt01928892
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0960660
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02056657
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03023099
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt033810370
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt034882626
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt033323454
IRS990/UnrestrictedNetAssetsGrp/EOYAmt034389928
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02140 POGUE AVE
IRS990/USAddress/CityNm0CINCINNATI
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd0452083234
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICIA CLARK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum05133219294
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BEECHWOOD FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BEEC
ReturnHeader/Filer/EIN0311441552
ReturnHeader/Filer/PhoneNum05133219294
ReturnHeader/Filer/USAddress/AddressLine1Txt02140 POGUE AVE
ReturnHeader/Filer/USAddress/CityNm0CINCINNATI
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd0452083234
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0316063298
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MELLOTT & MELLOTT PLL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0312 WALNUT STREET - SUITE 2500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CINCINNATI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0452024025

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$34,882,626
Liabilities
$0
Net assets
$34,882,626
Revenue
$3,023,099
Expenses
$2,106,406
Net income
$916,693
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.3$0.00$43.3$2.19$2.23$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$47.0$0.00$47.0$2.64$2.65$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.8$0.00$41.8$1.86$2.04$0.17
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.6$0.00$39.6$3.31$2.43$0.88
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.8$0.00$33.8$3.13$2.57$0.56
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.0$0.00$37.0$2.73$2.27$0.46
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.2$0.00$33.2$2.18$2.25$0.07
2015Detailed filing. Detailed filing data is available for this year.$32.2$0.00$32.2$3.60$2.20$1.40
2014Detailed filing. Detailed filing data is available for this year.$34.9$0.00$34.9$3.02$2.11$0.92
2013Detailed filing. Detailed filing data is available for this year.$33.8$0.00$33.8$3.46$2.15$1.31
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.6$0.00$28.6$2.13
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$27.8$0.00$27.8$2.10
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.6$0.00$28.6$2.33
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • $25M-$50M nonprofits