2023-11-15T11:55:45-06:00 2022-12-31 882730877 CHERRY BEKAERT ADVISORY LLC 222 SECOND AVE SOUTH STE 1240 NASHVILLE TN 37201 990 2022-01-01 621533400 THE BLAKEFORD AT GREEN HILLS BLAK 6156659505 11 BURTON HILLS BLVD NASHVILLE TN 37215 AL GRIFFIN CFO 6156659505 2023-11-15 1 AL GRIFFIN 999009999 0 LAUREN MOSES P02156583 6153836592 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z BRIAN BARNES 11 BURTON HILLS BLVD NASHVILLE TN 37215 25885743 0 X WWW.BLAKEFORD.COM X 1992 TN PROVIDE QUALITY LIFESTYLE OPTIONS AND SERVICES TO SENIOR ADULTS THAT ENCOURAGE INDEPENDENCE, INDIVIDUALITY AND PRIVACY, WHILE CREATING BOTH ECONOMIC VALUE AND LIFE ENRICHMENT OPPORTUNITIES FOR ALL THOSE WE SERVE. 12 12 197 13 0 0 381759 16200 15850318 17947003 953884 525008 0 0 17185961 18488211 0 0 0 0 8450065 10150456 0 0 0 9122723 10538864 17572788 20689320 -386827 -2201109 102878006 111234285 119388944 130323812 -16510938 -19089527 PROVIDE QUALITY LIFESTYLE OPTIONS AND SERVICES TO SENIOR ADULTS THAT ENCOURAGE INDEPENDENCE, INDIVIDUALITY AND PRIVACY, WHILE CREATING BOTH ECONOMIC VALUE AND LIFE ENRICHMENT OPPORTUNITIES FOR ALL THOSE WE SERVE. 0 0 19823685 17947003 THE ORGANIZATION PROVIDES LONG TERM CARE FACILITIES IN THE STATE OF TENNESSEE, SPECIFICALLY DESIGNED TO MEET THE PHYSICAL, SOCIAL & PSYCHOLOGICAL NEEDS OF ELDERLY AND INFIRM PERSONS, INCLUDING BUT NOT LIMITED TO HOUSING, BUILDINGS, STRUCTURES, EQUIPMENT, FURNISHINGS, PROGRAMS AND RELATED HEALTH AND OTHER SERVICES CONTRIBUTING TO THEIR HEALTH, SECURITY, HAPPINESS, AND PHYSICAL AND MENTAL WELL-BEING. THERE WERE APPROXIMATELY 355 PERSONS SERVED IN 2022. 19823685 1 1 0 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 46 0 1 197 1 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 TN X AL GRIFFIN 6156653745 11 BURTON HILLS BLVD NASHVILLE TN 37215 LAURA BETH BROWN CHAIR 1.00 X X 0 0 0 JOSEPH W HARWELL VICE CHAIR/SECRETARY 1.00 X X 0 0 0 TAMMY BOEHMS TREASURER 1.00 X X 0 0 0 QUINCY BYRDSONG BOARD MEMBER 1.00 X 0 0 0 FRED EWING BOARD MEMBER 1.00 X 0 0 0 ANDREW FAWAZ BOARD MEMBER 1.00 X 0 0 0 TERRY FRISBY BOARD MEMBER 1.00 X 0 0 0 DR DAVID GREGORY BOARD MEMBER 1.00 X 0 0 0 DR ARIE NETTLES BOARD MEMBER 1.00 X 0 0 0 MARY CLARE PYRON BOARD MEMBER 1.00 X 0 0 0 MARK T VANDIVER BOARD MEMBER 1.00 X 0 0 0 CHRIS WAS BOARD MEMBER 1.00 X 0 0 0 BRIAN BARNES CEO/PRESIDENT 35.30 4.70 X 362656 0 20904 ALLISON GRIFFITH COO/VICE PRESIDENT 35.30 4.70 X 129331 0 9553 AL GRIFFIN CFO 35.30 4.70 X 123512 0 11359 SARAH BISHOP SALES & MARKETING DIRECTOR 40.00 X 156758 0 7196 LAKECIA THOMAS HEALTH SERVICE ADMINISTRAT 40.00 X 120118 0 9388 SHAWN CLARK CTO 40.00 X 113944 0 15163 THOMAS ZEKARIAS RN 47.00 X 127595 0 9148 TANYA FULBRIGHT LPN 49.00 X 120657 0 4831 1254571 0 87542 14 0 1 0 MORRISON LIVING 400 NORTHRIDGE RD ATLANTA GA 30350 DINING SERVICE MANAGEMENT 3150467 SHIFTKEY 5221 N OCONNOR BLVD 1400 IRVING TX 75039 AGENCY STAFFING 1127379 SELECTREHAB 2600 COMPASS RD GLENVIEW IL 60026 THERAPY SERVICES 795803 JOHN RICHARDSON 7853 OLD CHARLOTTE PIKE NASHVILLE TN 37209 APARTMENT RENOVATION 248018 INTELYCARE 1250 HANCOCK ST 501N QUINCY MA 02169 AGENCY STAFFING 246591 7 16200 16200 RESIDENT SERVICES REVENUE 623000 17827675 17827675 SHARED INCOME (THE BLAKEFORD AT H 623000 119328 119328 17947003 386701 386701 7534939 900 7178060 219472 356879 -218572 138307 138307 18488211 17947003 0 525008 X 580080 348048 232032 7763606 7685970 77636 117060 98330 18730 1085993 912234 173759 603717 597680 6037 36529 2922 33607 92107 35001 57106 3014199 3014199 786873 684531 102342 1183987 1171231 12756 58297 29149 29148 515359 510205 5154 2170189 2148487 21702 293599 273047 20552 SUPPLIES 1903018 1883988 19030 LICENSES, PERMITS & FEE 215249 213097 2152 COVID-19 RELATED EXPENS 169828 135862 33966 DUES & SUBSCRIPTIONS 99630 79704 19926 20689320 19823685 865635 0 2205128 4692134 31286251 4744054 1123931 1140670 39733 128684 322010 393661 114560909 34296463 48022496 80264446 7486425 5641596 11980915 11515296 411117 2713744 102878006 111234285 7730424 4521942 45688868 49123340 65868762 76483234 100890 195296 119388944 130323812 X -16510938 -19089527 -16510938 -19089527 102878006 111234285 -2201109 -377480 0 X 0 1 X 1 0 X 27573 1906316 381759 16200 2331848 16095321 17683753 16146582 15850318 17947003 83722977 16095321 17711326 18052898 16232077 17963203 86054825 0 0 0 86054825 543780 641609 530635 415894 386701 2518619 543780 641609 530635 415894 386701 2518619 16639101 18352935 18583533 16647971 18349904 88573444 0.97160 0.97210 0.02840 0.02790 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3613159 3613159 48537591 23454760 25082831 1317079 1261848 55231 11204507 9579855 1624652 49888573 49888573 80264446 FIXED INCOME SECURITIES 11515296 F 11515296 REFUNDABLE CUSTOMER DEPOSITS 195296 195296 X 18110731 -377480 -377480 18488211 0 18488211 20689320 0 20689320 0 20689320 PART X, LINE 2: BLAKEFORD, INC. IS A 501(C)(3) ORGANIZATION WHICH IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 509(A) OF THE IRC. IT IS NOT CONSIDERED A PRIVATE FOUNDATION. BGH IS A 501(C)(3) ORGANIZATION WHICH IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 501(A) OF THE IRC. BAH HAS BEEN CLASSIFIED AS A TAXEXEMPT ORGANIZATION UNDER SECTION 501(C)(4) OF THE IRC AND, THEREFORE, IS NOT SUBJECT TO FEDERAL INCOME TAX. BLAKEFORD ASSISTED LIVING AND HEALTH CENTER, INC. IS A 501(C)(3) ORGANIZATION WHICH IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 509(A) OF THE IRC. LIVEWELL BY BLAKEFORD, INC. IS A 501(C)(3) ORGANIZATION WHICH IS EXEMPT FROM FEDERAL INCOME TAXES PURSUANT TO SECTION 509(A) OF THE IRC. OTHER AFFILIATES CONSISTING OF BLAKEFORD DEVELOPMENT SERVICES, INC. AND BLAKEFORD MANAGEMENT SERVICES, INC. ARE CORPORATIONS SUBJECT TO CORPORATE AND STATE INCOME TAX ON TAXABLE INCOME, IF ANY. THE COMPANY FOLLOWS FASB ASC GUIDANCE THAT CLARIFIES THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS. THIS GUIDANCE PRESCRIBES A MINIMUM PROBABILITY THRESHOLD THAT A TAX POSITION MUST MEET BEFORE A FINANCIAL STATEMENT BENEFIT IS RECOGNIZED. THE MINIMUM THRESHOLD IS DEFINED AS A TAX POSITION THAT IS MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY, INCLUDING RESOLUTION OF ANY RELATED APPEALS OR LITIGATION PROCESSES, BASED ON THE TECHNICAL MERITS OF THE POSITION. THE TAX BENEFIT TO BE RECOGNIZED IS MEASURED AS THE LARGEST AMOUNT OF BENEFIT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE COMPANY DOES NOT BELIEVE THERE ARE ANY UNCERTAIN TAX POSITIONS AT DECEMBER 31, 2021. ADDITIONALLY, THE COMPANY HAS NOT RECOGNIZED ANY TAX RELATED INTEREST AND PENALTIES IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. X X X 0 0 0 0 0 0 0 0 0 BRIAN BARNES CEO/PRESIDENT 291308 0 57844 0 13504 0 10255 0 10649 0 383560 0 0 0 SARAH BISHOP SALES & MARKETING DIRECTOR 89008 0 67750 0 0 0 0 0 7196 0 163954 0 0 0 A NASHVILLE TN GOVERNMENT 626139016 592041UF2 2012-08-09 30808458 REVENUE REFUNDING & IMPROVEMENT 1 0 0 B NASHVILLE TN GOVERNMENT 626139016 592041YU5 2020-11-19 48565000 IMPROVEMENT 0 0 0 A 23310000 30808458 614669 2077013 2012 1 0 1 1 B 45235737 3599087 3000000 315000 38321650 2022 0 0 1 1 A 0 0 0 0 0 0 0 B 0 0 0 0 0 0 0 A 0 1 0 0 0 0 0 0 0 B 0 1 0 0 0 0 0 0 0 A 0 B 0 PART III, LINE 9 AND PART IV, LINES 1, 2B, 2C & 7 - AS A RESULT OF TAX SOFTWARE LIMITATIONS THE FOLLOWING LINES HAVE BEEN ANSWERED "NO". HOWEVER, THE FOLLOWING LINES DO NOT REQUIRE A RESPONSE: PART III, LINE 9 PART IV, LINE 1, 2B, 2C, AND 7 FORM 990, PART VI, SECTION B, LINE 11B THE 990 WILL BE REVIEWED BY FINANCE COMMITTEE & MANAGEMENT BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, EACH BOARD MEMBER IS REQUIRED TO FILL OUT A CONFLICT OF INTEREST DISCLOSURE FORM. IF A CONFLICT ARISES THE BOARD WILL TAKE THE APPROPRIATE ACTION TO REMEDY THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE & BOARD OF DIRECTORS REVIEWS AND APPROVES THE CEO'S COMPENSATION. THE CEO WORKS WITH HUMAN RESOURCES ON EMPLOYEE'S COMPENSATION TO ENSURE THAT COMPETITIVE SALARIES ARE OFFERED UTILIZING MARKET COMPARISONS. A FINANCE COMMITTEE OF THE BOARD OFFERS INPUT ON THE COMPENSATION PACKAGES OF OFFICERS AND KEY EMPLOYEES, HOWEVER, THE CEO HAS FULL DISCRETION. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G PLANT OPERATIONS SERVICES: PROGRAM SERVICE EXPENSES 90,185. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 90,185. NURSING SERVICES: PROGRAM SERVICE EXPENSES 1,669,605. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,669,605. REHABILITATION SERVICES: PROGRAM SERVICE EXPENSES 800,578. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 800,578. GENERAL & ADMIN (OTHER): PROGRAM SERVICE EXPENSES 125,228. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 125,228. RESIDENTIAL SERVICES: PROGRAM SERVICE EXPENSES 323,592. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 323,592. ASSISTED LIVING SERVICES: PROGRAM SERVICE EXPENSES 5,011. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 5,011. BLAKEFORD INC 11 BURTON HILLS BLVD NASHVILLE TN 37215 300119044 SUPPORT ORGANIZATION TN 501(C)(3) LINE 12B, II N/A 0 BLAKEFORD ASSTD LIVING HEALTH CENTER 11 BURTON HILLS BLVD NASHVILLE TN 37215 300119048 DORMANT TN 501(C)(3) LINE 10 BLAKEFORD INC 0 BLAKEFORD AT HOME INC 11 BURTON HILLS BLVD NASHVILLE TN 37215 461354013 HOME HEALTCARE TN 501(C)(4) THE BLAKEFORD AT GREEN HILLS 1 LIVEWELL BY BLAKEFORD INC 11 BURTON HILLS BLVD NASHVILLE TN 372156298 464780380 HOME HEALTCARE TN 501(C)(3) LINE 10 BLAKEFORD INC 0 BLAKEFORD DEVELOPMENT SERVICES INC 11 BURTON HILLS BLVD NASHVILLE TN 37215 208591698 DEV. CO. RETIREMENT COMMUNITY TN N/A C 0 BLAKEFORD MANAGEMENT SERVICES INC 11 BURTON HILLS BLVD NASHVILLE TN 37215 208591838 MGMT. CO. FOR SENIOR HOUSING TN N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0