2024-05-09T16:21:21-05:00 2023-06-30 420714325 RSM US LLP 6 S Patterson Blvd Dayton OH 45402 990 2022-07-01 340714597 Beech Brook BEEC 2168312255 3737 Lander Road Pepper Pike OH 44124 Thomas Royer President & CEO 2168312255 2024-04-22 1 Thomas Royer XXX-XX-XXXX 1 Karen O Crim P00368385 9372980201 2024-04-22 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z Thomas Royer 3737 Lander Road Pepper Pike OH 44124 14935778 0 X www.beechbrook.org X 1853 OH Helping children and families thrive by promoting healthy child development, strengthening the ability to overcome adversity and enhancing family health and stability. 19 19 207 33 0 0 1475589 3500862 7691570 7408378 1270540 487162 -51990 -50758 10385709 11345644 15708 14113 0 0 9178440 9161793 0 0 255059 3424435 2913020 12618583 12088926 -2232874 -743282 27161859 27351914 2196872 1398674 24964987 25953240 X Helping children and families thrive by promoting healthy child development, strengthening the ability to overcome adversity and enhancing family health and stability. 0 0 2889835 0 2798974 School-Based Mental Health ProgramsBeech Brook provides mental health support and services to children in elementary schools throughout the Cleveland Municipal School District and in several suburban districts. Working hand-in-hand with children, teachers, administrators, and families, Beech Brook helps children overcome the mental health problems that are getting in the way of their success. This program offers both individual and family counseling, support groups, medication somatic services, parent support and education, and linkage with community resources. 1598624 0 1882674 Therapeutic Foster CareBeech Brook's Therapeutic Foster Care is a community-based, mental health foster care program built upon a strength-based, skills-building treatment model. Therapeutic Foster Care admits children/teens who have recently stepped down from or who are at risk of stepping into a higher level of care, e.g., residential treatment or hospitalization. Frequently these children have a history of major problems in their physical health, school adjustment, peer and adult relationships, and emotional stability. Beech Brook also provides specialized and traditional foster care for children and teens whose mental health needs are less severe. 1280821 0 1445348 REACH ProgramBeech Brook's REACH program teaches emotionally or behaviorally troubled children and their families important skills to improve their functioning in all settings, including the home, school, and community. Skills can include social skills, improved communication, problem-solving, appropriate decision making, and parental techniques. The program, which is often provided in conjunction with School-Based Mental Health Services, also provides linkages to other programs and services. 3819467 14113 1281382 Adoption, Bridges, Childcare Consultation, Comprehensive Sex Education, Early Childhood Services, Family Health, Family Preservation, Health and Wellness, Intensive Home-Based Treatment, Nurturing Parenting, Outpatient Mental Health Services, The Police Assisted Referral Program, STEPS, Successful Alliance for Family Engagement, and Supportive Visitation. 3819467 14113 1281382 9588747 1 1 0 1 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 72 0 1 207 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 OH X Jennifer Karvonen 2168312255 3737 Lander Road Pepper Pike OH 44124 Victor DeMarco Chair 2.00 X X 0 0 0 Amanda Miller Vice Chair Administration 2.00 X X 0 0 0 Kathryn Kaesberg Vice Chair Finance/Treasurer 2.00 X X 0 0 0 Jennifer N Pinkerton Director 2.00 X X 0 0 0 Dr Mark I Singer Director 2.00 X 0 0 0 Daveda Bencs Director 2.00 X 0 0 0 Mary Ann Cordiano Director 2.00 X 0 0 0 Brad Kostka Director 2.00 X 0 0 0 Wesley Lanzola Director 2.00 X 0 0 0 Rachel Lindberg Director 2.00 X 0 0 0 Kelly McChrystal Director 2.00 X 0 0 0 Brandon Miller Director 2.00 X 0 0 0 Jennifer Mills Director 2.00 X 0 0 0 Terry W Owen Director 2.00 X 0 0 0 Robert Phillips-Plona Director 2.00 X 0 0 0 Thomas Seifert Director 2.00 X 0 0 0 Gary M Small Director 2.00 X 0 0 0 Alicia C Trybus Director 2.00 X 0 0 0 Shawn T Wright Director 2.00 X 0 0 0 Thomas Royer President & Chief Executive Officer 40.00 X 220760 0 17099 Jennifer Albanese Karvonen Chief Financial Officer 40.00 X 131586 0 14113 Erin Gooch Nurse Practioner 40.00 X 115827 0 24815 Mark Groner Clinical Director 40.00 X 119073 0 2376 Pegeen Coltz Chief Human Resources Officer 40.00 X 101558 0 13343 LaVisa Bell Chief Quality & Compliance Officer 40.00 X 102175 0 16072 790979 0 87818 6 0 1 0 Credible Behavioral Health Inc Deadrick Suite 2300 Nashville TN 37238 Computer Support Fees 169870 Miss Hal's PO Box 43294 Cleveland OH 44143 Office Cleaning 113506 2 131315 2363351 1006196 3500862 Mental Health Programs 624100 2798974 2798974 Therapeutic Foster Care 624100 1882674 1882674 REACH Program 624100 1445348 1445348 Other Community Based Services 624100 1281382 1281382 7408378 1020654 1020654 2991000 3524492 -533492 -533492 -533492 14884 131315 65642 -50758 -50758 11345644 7408378 0 436404 X 14113 14113 269335 269335 7004059 6006780 846263 151016 136910 91993 42580 2337 1108144 959048 126336 22760 643345 541484 90771 11090 36858 36858 66720 66720 48233 48233 1321808 904995 352638 64175 8922 482 7932 508 180831 152914 25255 2662 169870 169870 288508 268163 19848 497 65270 57181 8089 133732 82240 51492 285107 285107 238768 25699 213069 Membership Dues 47777 8261 39516 Food 20616 20417 185 14 12088926 9588747 2245120 255059 901 901 509006 2124508 67946 71504 1190353 1379095 194854 259396 14894103 13159278 1967629 1734825 15314946 13792703 7916224 7988982 27161859 27351914 1826323 989441 247068 295630 123481 113603 2196872 1398674 X 17162408 17970573 7802579 7982667 24964987 25953240 27161859 27351914 -743282 1731535 0 X 0 1 X 1 0 X 1769935 1152850 3650686 1475589 3500862 11549922 9974682 8954862 7761480 7691570 7408378 41790972 11744617 10107712 11412166 9167159 10909240 53340894 81989 70918 36600 81745 51742 322994 0 81989 70918 36600 81745 51742 322994 53017900 669671 728272 659605 1374153 1020654 4452355 669671 728272 659605 1374153 1020654 4452355 329192 461604 727731 1518527 12743480 11297588 12799502 10541312 11929894 59311776 0.89390 0.89820 0.07510 0.06780 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 12040693 12040693 752035 188009 0 0 795692 787800 777934 752035 3113461 4670192 36100 36100 36100 108300 198923 196950 194484 188009 778366 1167549 16307497 1608683 2991616 48233 14876331 20167821 -2737855 1062560 59909 16307497 16612800 4129253 447432 126800 20167821 17155066 367488 909754 16612800 17309126 540145 669350 24855 17155066 0.95466 0.04534 0.00000 0 0 683015 683015 8081767 7178599 903168 2477860 2432121 45739 3651461 3548558 102903 1734825 Alternative Investments 983721 F Investments Held in Trust 7005261 F 7988982 X 13142821 1731535 1731535 11411286 -65642 -65642 11345644 12154568 65642 65642 12088926 0 12088926 Part V, Line 4: The dual purpose of the endowment is to generate a permanent, steady stream of income with the goal of supporting the overall mission of the agency, while at the same time, to grow the principal in order to provide additional operating support for the changing future needs of the agency. Given that there is no distinction to be made between "principal," "earnings," "income," "interest, and "appreciation," it is recognized that the endowment supports the operating needs of the agency from total investment return, which encompasses both income and capital appreciation. Allocations made by the endowment for the general support of agency operations will be guided and determined by agency spending policy. Part X, Line 2: The Organization is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code. The Financial Accounting Standards Board (FASB) provides guidance for how uncertain income tax positions should be recognized, measured, disclosed and presented in the financial statements. This requires the evaluation of tax positions taken or expected to be taken in the course of preparing the Organization's tax returns to determine whether the tax positions are more-likely-than-not of being sustained when challenged or when examined by the applicable tax authority. Tax positions not deemed to meet the more-likely-than-not threshold would be recorded as a tax benefit or expense and liability in the current year. For the year ended June 30, 2023, management has determined there are no uncertain tax positions. Part XI, Line 4b - Other Adjustments: Fundraising Expenses -65,642. Part XII, Line 2d - Other Adjustments: Fundraising Expenses 65,642. 5K Race and Walk 27389 26175 1214 6117 Auctions 118810 105140 13670 2125 11055 10000 21600 2500 12245 146199 131315 14884 2125 11055 10000 21600 2500 18362 65642 -50758 1 Assistance for Bridges Clients 1 2720 Actual Cost Assistance for Clients that aged out of foster care Assistance for Orange School Clients 30 7629 Actual Cost Clothing and supplies for Orange clients Assistance for Family Health Parenting Clients 48 3104 Actual Cost Clothing and assistance for Family Health Parenting Clients Assistance to Foster Care Clients 13 310 Actual Cost Assistance for Clothing Assistance for Twinsburg School Clients 8 204 Actual Cost Supplies for Twinsburg Clients Assistance for SAFE clients 12 146 Actual Cost Food and assistance for SAFE Clients Part I, Line 2: Assistance disbursements are subject to the agency's accounting policies and procedures which govern the processing of employee expense reports, invoices and purchasing. Spending is also monitored by monthly financial reports reviewed by management. X X X 0 0 0 0 0 0 0 1 0 Thomas Royer President & Chief Executive Officer 211705 0 9000 0 55 0 4413 0 12686 0 237859 0 0 0 Part I, Line 7 A bonus of $9,000 was paid to Thomas Royer during the calendar year 2022. Form 990, Part VI, Section B, line 11b Prior to filing form 990 with the IRS, the following steps will be taken to review form 990: 1. A draft of form 990 is reviewed by the CEO and CFO. 2. The CEO and CFO will then review form 990 with the finance committee and get approval of form 990 from the finance committee. 3. Once approved by the finance committee, form 990 will be sent to the full board via email for review and full approval. Hard copies of form 990 are made available to board members upon request. Form 990, Part VI, Section B, line 12c All employees and board members are required to sign a conflict of interest questionnaire on an annual basis. Human resources reviews the conflict of interest questionnaires. If there is an indication of a possible conflict of interest for a staff member, the corporate compliance officer will review the questionnaire and make a determination. When a conflict of interest exists, the corporate compliance officer develops a plan to ensure that there are protections, such as having the staff member agree to not share client information, and to not work with a client at Beech Brook with whom they might come in contact at the other entity. If there is an indication of a possible conflict of interest for a board member, the board chair will review the questionnaire and make a determination. If a conflict of interest exists, the board member in question will abstain from voting on the issue. Form 990, Part VI, Section C, line 19 The organization does not make its governing documents, financial statements, or conflict of interest statement available to the public. The organization makes it Form 990 available for public inspection in accordance with IRS section 6104(d). Form 990, Part IX, line 11g Miscellaneous: Program service expenses 904,995. Management and general expenses 352,638. Fundraising expenses 64,175. Total expenses 1,321,808.