2025-11-13T15:43:14-06:00 2024-12-31 882730877 CHERRY BEKAERT ADVISORY LLC 222 SECOND AVE SOUTH STE 1240 NASHVILLE TN 37201 990 2024-01-01 621533400 THE BLAKEFORD AT GREEN HILLS BLAK 6156659505 11 BURTON HILLS BLVD NASHVILLE TN 37215 AL GRIFFIN CFO 6156659505 2025-11-13 1 1 LAUREN MOSES P02156583 6153836592 2024 2025-03-06 01:10:19Z BRIAN BARNES 11 BURTON HILLS BLVD NASHVILLE TN 37215 65174461 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 12 296 12 0 0 0 87821 21852995 26749528 1026013 1438404 315931 0 23194939 28275753 0 0 0 0 12985028 14006799 0 0 0 13152713 16014736 26137741 30021535 -2942802 -1745782 123151149 126632155 144586720 149152209 -21435571 -22520054 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 28952074 26749528 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 771 PERSONS SERVED IN 2024. 28952074 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 1 135 0 1 296 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 JOSEPH HARWELL CHAIR/SECRETARY 1.00 X X 0 0 0 TAMMY BOEHMS TREASURER 1.00 X X 0 0 0 GINNA BETTS BOARD MEMBER 1.00 X 0 0 0 SANDY BLEDSOE BOARD MEMBER 1.00 X 0 0 0 JANET CONNOR 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 DAVID GREGORY BOARD MEMBER 1.00 X 0 0 0 MARK PIERCE BOARD MEMBER 1.00 X 0 0 0 MARY CLARE PYRON BOARD MEMBER 1.00 X 0 0 0 CHRIS WAS BOARD MEMBER 1.00 X 0 0 0 BRAIN BARNES CEO/PRESIDENT 35.30 4.70 X 423597 0 26856 ALLISON GRIFFITH COO/VICE PRESIDENT 35.30 4.70 X 153834 0 10121 AL GRIFFIN CFO 35.30 4.70 X 139680 0 16353 SARAH BISHOP SALES & MARKETING DIRECTOR 40.00 X 156011 0 1522 SHAWN CLARK CTO 40.00 X 136696 0 5189 LAKECIA THOMAS HEALTH CENTER ADMINISTRATOR 40.00 X 136538 0 9463 STEPHEN WILLIAMS SALES COUNSELOR 40.00 X 133726 0 1181 JANE KELLEY HOME & COMMUNITY BASED ED 0.00 40.00 X 122323 0 4852 1402405 0 75537 13 0 1 0 MORRISON LIVING 400 NORTHRIDGE RD ATLANTA GA 30350 DINING SERVICE MANAGEMENT 5512867 SELECT REHAB 2600 COMPASS RD GLENVIEW IL 60026 THERAPY SERVICES 1177509 SHIFTKEY 5221 N OCONNOR BLVD 1400 IRVING TX 75039 AGENCY STAFFING 859763 SOLOMON BUILDERS 4539 TROUSDALE DR NASHVILLE TN 37204 CONSTRUCTIION 777105 JOHN RICHARDSON 7853 OLD CHARLOTTE PIKE NASHVILLE TN 37209 APARTMENT RENOVATION 571875 18 87821 87821 RESIDENT SERVICES REVENUE 623000 26592904 26592904 SHARED INCOME (THE BLAKEFORD AT H 623000 156624 156624 26749528 873243 873243 37463269 600 36898708 0 564561 600 565161 565161 28275753 26749528 0 1438404 X 679914 407948 271966 10839083 10730692 108391 131026 110062 20964 1595499 1340219 255280 761277 753664 7613 51780 4142 47638 76592 29105 47487 3403385 3403385 901598 794105 107493 1594285 1577501 16784 49189 24595 24594 2462743 2438116 24627 3827200 3788928 38272 523758 487095 36663 SUPPLIES 2699354 2672360 26994 LICENSES, PERMITS & FEE 260343 257740 2603 DUES & SUBSCRIPTIONS 140100 112080 28020 COVID-19 RELATED EXPENS 20358 16286 4072 4051 4051 30021535 28952074 1069461 0 571568 5832311 10980037 4717787 1361130 1632776 163949 154625 320472 620037 128774403 41183144 89244298 87591259 7047949 10374207 11507556 13834656 1954190 1874497 123151149 126632155 3202329 3041347 76356279 82804085 64710224 62977200 317888 329577 144586720 149152209 X -21435571 -22520054 -21435571 -22520054 123151149 126632155 -1745782 661299 0 X 0 1 X 1 0 X 1906316 381759 16200 87821 2392096 16146582 15850318 17947003 21852995 26749528 98546426 18052898 16232077 17963203 21852995 26837349 100938522 0 0 0 100938522 530635 415894 386701 701099 873243 2907572 530635 415894 386701 701099 873243 2907572 315931 315931 18583533 16647971 18349904 22870025 27710592 104162025 0.96910 0.96840 0.02790 0.02820 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3613159 3613159 106086295 27099608 78986687 1883919 1300859 583060 17026208 12782677 4243531 164822 164822 87591259 FIXED INCOME SECURITIES 13834656 F 13834656 REFUNDABLE CUSTOMER DEPOSITS 329577 329577 X 28937052 661299 661299 28275753 0 28275753 30021535 0 30021535 0 30021535 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, 2024. 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 BRAIN BARNES CEO/PRESIDENT 309778 0 100315 0 13504 0 11582 0 15274 0 450453 0 0 0 ALLISON GRIFFITH COO/VICE PRESIDENT 140320 0 12500 0 1014 0 5613 0 4508 0 163955 0 0 0 SARAH BISHOP SALES & MARKETING DIRECTOR 27101 0 128750 0 160 0 0 0 1522 0 157533 0 0 0 AL GRIFFIN CFO 128666 0 10000 0 1014 0 5128 0 11225 0 156033 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 110,572. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 110,572. NURSING SERVICES: PROGRAM SERVICE EXPENSES 1,390,309. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,390,309. REHABILITATION SERVICES: PROGRAM SERVICE EXPENSES 1,194,356. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,194,356. GENERAL & ADMIN (OTHER): PROGRAM SERVICE EXPENSES 185,619. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 185,619. RESIDENTIAL SERVICES: PROGRAM SERVICE EXPENSES 430,872. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 430,872. ASSISTED LIVING SERVICES: PROGRAM SERVICE EXPENSES 91,657. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 91,657. 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 CARE SERVICES TN 501(C)(4) THE BLAKEFORD AT GREEN HILLS 1 LIVEWELL BY BLAKEFORD INC 11 BURTON HILLS BLVD NASHVILLE TN 372156298 464780380 HOME CARE SERVICES TN 501(C)(3) LINE 10 BLAKEFORD INC 0 BLAKEFORD FOUNDATION 11 BURTON HILLS BLVD NASHVILLE TN 37215 934207658 SUPPORT ORGANIZATION TN 501(C)(3) LINE 12B, II 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