2024-11-15T08:44:29-06:00 2023-12-31 882730877 CHERRY BEKAERT ADVISORY LLC 222 SECOND AVE SOUTH STE 1240 NASHVILLE TN 37201 990 2023-01-01 464780380 LIVEWELL BY BLAKEFORD INC LIVE 6156659505 11 BURTON HILLS BLVD NASHVILLE TN 372156298 AL GRIFFIN CFO 6156659505 2024-11-14 1 0 LAUREN MOSES P02156583 6153836592 2023 2024-10-15 13:58:12Z JANE KELLY 11 BURTON HILLS BLVD NASHVILLE TN 372156298 1125733 0 X WWW.BLAKEFORD.COM X 2014 TN LIVEWELL BY BLAKEFORD COMBINES FEATURES OF LONG-TERM CARE, HOME CARE, ASSISTED LIVING AND COMMUNITY LIVING. LIVEWELL BY BLAKEFORD IS FOR HEALTHY AND INDEPENDENT OLDER ADULTS WHO ARE PASSIONATE ABOUT REMAINING IN THEIR OWN HOMES AS THEY AGE. 12 12 0 0 0 0 0 0 789489 1108856 3962 16877 0 0 793451 1125733 0 0 0 0 261923 277746 0 0 0 797512 771413 1059435 1049159 -265984 76574 772954 1527440 1425185 2103097 -652231 -575657 LIVEWELL BY BLAKEFORD COMBINES FEATURES OF LONG-TERM CARE, HOME CARE, ASSISTED LIVING AND COMMUNITY LIVING. LIVEWELL BY BLAKEFORD IS FOR HEALTHY AND INDEPENDENT OLDER ADULTS WHO ARE PASSIONATE ABOUT REMAINING IN THEIR OWN HOMES AS THEY AGE. 0 0 926718 1108856 LIVEWELL BEGAN PROVIDING SERVICES IN 2015 AND HAD 136 MEMBERS AS OF THE END OF 2023. 926718 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 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 0 0 TN X AL GRIFFIN 6156653745 11 BURTON HILLS BLVD NASHVILLE TN 37215 JOSEPH W 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 DR 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 BRIAN BARNES CEO/PRESIDENT 1.40 38.60 X 0 11761 808 ALLISON GRIFFITH COO/VICE PRESIDENT 1.40 38.60 X 0 4712 342 AL GRIFFIN CFO 1.40 38.60 X 0 4452 403 JANE KELLEY HCBS DIRECTOR 20.00 20.00 X 0 58373 2328 0 79298 3881 0 0 0 0 0 CAREGIVING SERVICE FEE 621610 1108856 1108856 1108856 16877 16877 1125733 1108856 0 16877 83176 83176 194570 194570 7213 7213 71869 71869 8852 8852 144 144 38740 38740 7596 7596 MEMBER CARE COST 624989 624989 COMMUNITY PRESENTATIONS 11315 11315 EMPLOYEE TRAINING AND D 525 525 SPECIAL COMMUNITY EVENT 170 170 1049159 926718 122441 0 762954 1499479 27961 10000 772954 1527440 1313139 1798415 112046 304682 1425185 2103097 X -652231 -575657 -652231 -575657 772954 1527440 76574 0 X 0 1 X 1 0 X 585937 692461 705950 789489 1108856 3882693 585937 692461 705950 789489 1108856 3882693 0 0 0 3882693 2207 3541 1450 3962 16877 28037 2207 3541 1450 3962 16877 28037 588144 696002 707400 793451 1125733 3910730 0.99280 0.99600 0.00720 0.00400 X 0 DUE TO BGH 304682 304682 X 1125733 0 1125733 0 1125733 1049159 0 1049159 0 1049159 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 TAX-EXEMPT 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, 2023. ADDITIONALLY, THE COMPANY HAS NOT RECOGNIZED ANY TAX RELATED INTEREST AND PENALTIES IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. 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 DISCOLSURE FORM. IF A CONFLICT ARISES THE BOARD WILL TAKE THE APPROPRIATE ACTION TO REMEDY THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE & BOARD OF DIRECTORS REVIEW AND APPROVE THE EXECUTIVE DIRECTOR'S COMPENSATION. THE EXECUTIVE DIRECTOR 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 EXECUTIVE DIRECTOR HAS FULL DISCRETION. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. PERSONNEL COST LIVEWELL BY BLAKEFORD, INC. REIMBURSES A RELATED ORGANIZATION FOR PERSONNEL COSTS (WAGES, PAYROLL TAXES AND BENEFITS) INCLUDING OFFICER COMPENSATION. WHILE LIVEWELL BY BLAKEFORD, INC. DOES NOT ISSUE W-2S, THE 990 REFLECTS THE ACTUAL EXPENSES PAID TO REIMBURSE THE RELATED ORGANIZATION FOR ITS EMPLOYEES. BLAKEFORD INC 11 BURTON HILLS BLVD NASHVILLE TN 37215 300119044 SUPPORT ORGANIZATION TN 501(C)(3) LINE 12A, I 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 GREEN HILLS 11 BURTON HILLS BLVD NASHVILLE TN 37215 621533400 SENIOR LIVING TN 501(C)(3) LINE 10 BLAKEFORD INC 0 BLAKEFORD AT HOME INC 11 BURTON HILLS BLVD NASHVILLE TN 37215 461354013 HOME HEALTHCARE TN 501(C)(4) THE BLAKEFORD AT GREEN HILLS 0 BLAKEFORD DEVELOPMENT SERVICES 11 BURTON HILLS BLVD NASHVILLE TN 37215 208591698 DEV. CO. RETIREMENT COMMUNITY TN N/A C 0 BLAKEFORD MANAGEMENT SERVICES 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 1 1 1 0 0 0