Civic Intelligence

Beechwood Inc.

990 • Fiscal year 2023 • EIN 41-1955152

Jan 01, 2023 to Dec 31, 2023 • Filed on Aug 29, 2024

Organization Profilewww.beechwoodinc.org

View Organization Page

310 E 38th St STE 322Minneapolis, MN 55409

(612) 824-0415

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.46x

Higher debt load relative to assets than 82% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

63rd percentile

0.18x

Higher debt load relative to revenue than 63% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

14th percentile

-24%

Higher net margin than 14% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

78th percentile

$129,087

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 11.1% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

3rd percentile

-43%

Faster asset growth than 3% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

18th percentile

-19%

Faster revenue growth than 18% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets82nd percentile

Assets

Flat

$446,754

Flat from 2023

Net Assets

Flat

$242,117

Flat from 2023

Liabilities

Flat

$204,637

Flat from 2023

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin14th percentile

Revenue

Flat

$1,161,181

Flat from 2023

Expenses

Flat

$1,436,607

Flat from 2023

Net Income

Flat

-$275,426

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth3rd percentile

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

$1.0M$500K$0Assets 2010: $280,410Liabilities 2010: $94,806Net Assets 2010: $185,6042010Assets 2011: $275,763Liabilities 2011: $86,390Net Assets 2011: $189,3732011Assets 2012: $331,982Liabilities 2012: $111,306Net Assets 2012: $220,6762012Assets 2013: $413,324Liabilities 2013: $159,952Net Assets 2013: $253,3722013Assets 2014: $653,363Liabilities 2014: $600,875Net Assets 2014: $52,4882014Assets 2015: $680,808Liabilities 2015: $367,400Net Assets 2015: $313,4082015Assets 2016: $381,757Liabilities 2016: $94,532Net Assets 2016: $287,2252016Assets 2017: $511,516Liabilities 2017: $65,849Net Assets 2017: $445,6672017Assets 2018: $556,668Liabilities 2018: $90,199Net Assets 2018: $466,4692018Assets 2019: $632,342Liabilities 2019: $96,533Net Assets 2019: $535,8092019Assets 2020: $779,566Liabilities 2020: $110,449Net Assets 2020: $669,1172020Assets 2021: $830,681Liabilities 2021: $103,398Net Assets 2021: $727,2832021Assets 2022: $785,056Liabilities 2022: $267,470Net Assets 2022: $517,5862022Assets 2023: $446,754Liabilities 2023: $204,637Net Assets 2023: $242,1172023Assets 2023: $446,754Liabilities 2023: $204,637Net Assets 2023: $242,1172023Assets 2024: $313,228Liabilities 2024: $167,913Net Assets 2024: $145,3152024

Highlighted filing

2023

Assets$446,754
Liabilities$204,637
Net Assets$242,117
Open 2023 Filing

Operations Trend

Revenue Growth18th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2010: $1,046,327Expenses 2010: $1,022,667Net Income 2010: $23,6602010Revenue 2011: $1,081,312Expenses 2011: $1,077,543Net Income 2011: $3,7692011Revenue 2012: $1,154,370Expenses 2012: $1,123,067Net Income 2012: $31,3032012Revenue 2013: $1,211,172Expenses 2013: $1,178,476Net Income 2013: $32,6962013Revenue 2014: $1,331,278Expenses 2014: $1,532,162Net Income 2014: -$200,8842014Revenue 2015: $1,569,021Expenses 2015: $1,524,267Net Income 2015: $44,7542015Revenue 2016: $1,579,042Expenses 2016: $1,605,225Net Income 2016: -$26,1832016Revenue 2017: $1,713,733Expenses 2017: $1,555,291Net Income 2017: $158,4422017Revenue 2018: $1,701,958Expenses 2018: $1,679,916Net Income 2018: $22,0422018Revenue 2019: $1,897,646Expenses 2019: $1,829,480Net Income 2019: $68,1662019Revenue 2020: $1,837,947Expenses 2020: $1,705,771Net Income 2020: $132,1762020Revenue 2021: $1,660,639Expenses 2021: $1,601,769Net Income 2021: $58,8702021Revenue 2022: $1,437,493Expenses 2022: $1,641,180Net Income 2022: -$203,6872022Revenue 2023: $1,161,181Expenses 2023: $1,436,607Net Income 2023: -$275,4262023Revenue 2023: $1,161,181Expenses 2023: $1,436,607Net Income 2023: -$275,4262023Revenue 2024: $963,820Expenses 2024: $1,060,725Net Income 2024: -$96,9052024

Highlighted filing

2023

Revenue$1,161,181
Expenses$1,436,607
Net Income-$275,426
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 29, 2024
Return Version
2023v5.1
Gross Receipts
$1,161,181
Mission and Program Overview

Mission

To offer residential and community service programs for adults with physical and/or cognitive disabilities.

Dedicated to helping individuals to live independently by providing supportive services, training, advocacy and supervision.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$49,918$120,062▲ $70,144
Accounts Receivable$88,572$78,691▼ $9,881
Cash and Non-Interest-Bearing Accounts$50,546$56,183▲ $5,637
Savings and Temporary Cash Investments$395,214$53,466▼ $341,748
Land, Buildings, and Equipment, Net$7,180$4,977▼ $2,203
Prepaid Expenses and Deferred Charges$26,990$4,892▼ $22,098
Total Assets$785,056$446,754▼ $338,302
Other Assets Total$166,636$128,483▼ $38,153
Liabilities
Other Liabilities$162,353$124,200▼ $38,153
Accounts Payable and Accrued Expenses$105,117$80,437▼ $24,680
Total Liabilities$267,470$204,637▼ $62,833
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$517,586$242,117▼ $275,469
Total Net Assets Fund Balance$517,586$242,117▼ $275,469
Total Liabilities and Net Assets / Fund Balance$785,056$446,754▼ $338,302

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,009$7,883$9,892
Leasehold Improvements$2,968$3,957$6,925
Other Assets Org$4,283--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Fanny MillerExecutive DirectorFT$112,426$16,661$129,087
Steven HarperFinance ManagerFT$76,612$19,247$95,859

Board Members and Trustees

NameTitle
James FalveyChair
Noah GerdingVice Chair
Kristine KellyDirector
Mae KindlerDirector
Nicole UzendoskiDirector
Nicole LussierSecretary
Alex SieversTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$16,868
Program Service Revenue
$1,140,500
Investment Income
$3,813
Other Revenue
$0
All Other Contributions
$16,868
Change in Net Assets
$-275,426

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,161,181
Revenue Not Reported on Form 990
$-43
Total Revenue per Audited Statements
$1,161,138
Total Revenue per Form 990
$1,161,181
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,249,524
Other Expenses$187,083
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$802,524$8,719-$811,243
Current Officers, Directors, Trustees, and Key Employees$128,247$60,791-$189,038
Other Employee Benefits$129,039$15,675-$144,714
Payroll Taxes$72,485$5,629-$78,114
Occupancy$39,330$2,070-$41,400
Information Technology$34,177$981-$35,158
Insurance$29,471$2,528-$31,999
Pension Plan Contributions$23,839$2,576-$26,415
Fees for Services Accounting$7,885$415-$8,300
All Other Expenses$3,259--$3,259
Depreciation Depletion$1,762$441-$2,203
Office Expenses$1,520$628-$2,148
Advertising$1,285$35-$1,320
Other Expenses$1,293$339-$1,293
Total Functional Expenses$1,335,755$100,852$0$1,436,607

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,436,607
Total Expenses per Audited Statements$1,436,607
Total Expenses per Form 990$1,436,607
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$124,200
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“Form 990 is reviewed and approved by the Board of Directors and Management prior to filing.”

Conflict of interest policy compliance Part VI line 12C

“Conflict of Interest policy is reviewed by the Board of Directors at least annually.”

CEO executive director top management comp Part VI line 15A

“Compensation of the Executive Director is approved by the Personnel Committee, the Finance Committee, and the Board of Directors.”

Other officer or key employee compensation Part VI line 15B

“Compensation of other officers is approved by the Personnel Committee and the Board of Directors.”

Governing documents etc available to public Part VI line 19

“No other documents are available to the public.”

Filing and Contact Details

Filer

Filer Name
BeechWood Inc
EIN
41-1955152
Address
310 E 38th St STE 322, Minneapolis, MN 55409

Signing Officer

Name
Fanny Miller
Title
Executive Direc
Phone
6128240415
Signed
2024-08-29
Discuss with paid preparer
Yes

Organization Details

Formed
1999
Legal Domicile
Mn
Voting Board Members
7
Independent Board Members
7
Employees
47

Preparer

Firm
Anderson & Baxter Ltd
Address
12805 Highway 55 Suite 105, Minneapolis, MN 55441
Preparer
John E Baxter CPA
Phone
6125007612
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IRS990/ProgramServiceRevenueGrp/Desc0Contract Services
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01140500
IRS990/ProgSrvcAccomActy2Grp/Desc0Individualized Home Support with Training program (IHST) provides assistance to individuals on a weekly or biweekly basis in order to help them achieve their goals and objectives. We are committed to holistic and healthy choices and strongly advocating for our clients with health professionals, support groups, and government programs. This program was discontinued effective 12/31/2023.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0642577
IRS990/ProhibitedTaxShelterTransInd0false
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IRS990/PYInvestmentIncomeAmt02810
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IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt0395214
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0320364
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt015559
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02810
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt01546
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt01833
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02183
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt012185
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt01140500
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt01411889
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt01398239
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt01517612
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01879889
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IRS990ScheduleA/PublicSupportPY509Pct00.99890
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01839809
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01897631
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt07996743
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt07883
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt09892
IRS990ScheduleD/ExpensesSubtotalAmt01436607
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt02968
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt03957
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt06925
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-43
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0124200
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt14283
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0Operating Lease Right-of-Use Asset
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1Security deposit
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0124200
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Operating Lease Liability
IRS990ScheduleD/RevenueNotReportedAmt0-43
IRS990ScheduleD/RevenueSubtotalAmt01161181
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04977
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0128483
IRS990ScheduleD/TotalExpensesPerForm990Amt01436607
IRS990ScheduleD/TotalLiabilityAmt0124200
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 is reviewed and approved by the Board of Directors and Management prior to filing.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Conflict of Interest policy is reviewed by the Board of Directors at least annually.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Compensation of the Executive Director is approved by the Personnel Committee, the Finance Committee, and the Board of Directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Compensation of other officers is approved by the Personnel Committee and the Board of Directors.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4No other documents are available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Conflict of interest policy compliance Part VI line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Governing documents etc available to public Part VI line 19
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IRS990/TaxablePartyNotificationInd0false
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IRS990/TerminateOperationsInd0false
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IRS990/TotalOtherCompensationAmt035908
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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$446,754
Liabilities
$204,637
Net assets
$242,117
Revenue
$1,161,181
Expenses
$1,436,607
Net income
-$275,426
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.17$0.15$0.96$1.06$0.10
2023Detailed filing. Detailed filing data is available for this year.$0.45$0.20$0.24$1.16$1.44$0.28
2023Summary only. Only limited summary data is available for this year.$0.45$0.20$0.24$1.16$1.44$0.28
2022Summary only. Only limited summary data is available for this year.$0.79$0.27$0.52$1.44$1.64$0.20
2021Summary only. Only limited summary data is available for this year.$0.83$0.10$0.73$1.66$1.60$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.78$0.11$0.67$1.84$1.71$0.13
2019Summary only. Only limited summary data is available for this year.$0.63$0.10$0.54$1.90$1.83$0.07
2018Summary only. Only limited summary data is available for this year.$0.56$0.09$0.47$1.70$1.68$0.02
2017Summary only. Only limited summary data is available for this year.$0.51$0.07$0.45$1.71$1.56$0.16
2016Summary only. Only limited summary data is available for this year.$0.38$0.09$0.29$1.58$1.61$0.03
2015Summary only. Only limited summary data is available for this year.$0.68$0.37$0.31$1.57$1.52$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.65$0.60$0.05$1.33$1.53$0.20
2013Detailed filing. Detailed filing data is available for this year.$0.41$0.16$0.25$1.21$1.18$0.03
2012Summary only. Only limited summary data is available for this year.$0.33$0.11$0.22$1.15$1.12$0.03
2011Summary only. Only limited summary data is available for this year.$0.28$0.09$0.19$1.08$1.08$0.00
2010Summary only. Only limited summary data is available for this year.$0.28$0.09$0.19$1.05$1.02$0.02