2024-07-19T15:42:49-05:00 2023-09-30 Forvis Mazars LLP 1201 Walnut Suite 1700 Kansas City MO 641062246 990 2022-10-01 470649975 BEATRICE RETIREMENT INC % CHAD JURGENS CFO BEAT 4022233946 2211 SUNSET DRIVE BEATRICE NE 68310 CHAD JURGENS CFO 4022233946 2024-08-15 true CHAD JURGENS 999009999 April Arnold CPA P01559426 8162216300 2 2022 2023-04-26 12:10:37Z CHAD JURGENS 4800 HOSPITAL PKWY PO BOX 278 BEATRICE NE 68310 1029341 false X WWW.THEVILLAATFLOWINGSPRINGS.COM X 1982 NE TO PROVIDE HOUSING FACILITES TO MEET INDIVIDUAL NEEDS BY PROVIDING VARIOUS RETIREMENT LIVING OPTIONS. THE ORGANIZATION CURRENTLY OPERATES THE VILLA AT THE (SEE SCHEDULE O) 7 7 0 0 0 0 0 569170 615687 24318 46625 0 367029 593488 1029341 0 0 0 0 0 0 0 0 0 365680 454219 365680 454219 227808 575122 2089362 2695492 115431 112065 1973931 2583427 TO PROVIDE HOUSING FACILITIES TO MEET INDIVIDUAL NEEDS BY PROVIDING VARIOUS RETIREMENT LIVING OPTIONS. THE ORGANIZATION CURRENTLY OPERATES THE VILLA AT FLOWING SPRINGS WHICH IS A 45-UNIT CONGREGATE LIVING FACILITY FOR THE ELDERLY. false false 354241 0 615687 BEATRICE RETIREMENT, INC. IS A HOUSING FACILITY FOR ELDERLY PERSONS. THE FACILITY, THE VILLA AT FLOWING SPRINGS, HAS 45 ONE- AND TWO-BEDROOM UNITS FOR RESIDENTS, AND LEASES TWO ADDITIONAL UNITS TO BUSINESSES OFFERING SERVICES TO THE RESIDENTS. THE VILLA PROVIDES ADDITIONAL SERVICES SPECIFICALLY DESIGNED TO MEET INDIVIDUAL PHYSICAL, SOCIAL AND PSYCHOLOGICAL NEEDS OF ITS RESIDENTS. 354241 true false false false false false false false false false true false false false true false false true false false false false false false false false false false false true false false false false false false false false false false false false false true true true false false true 6 0 true 0 false false false false false false false false false false false false X 7 7 true false false false false true true true true false false true true true true true true false false false X CHAD JURGENS CFO 4022283344 4800 HOSPITAL PARKWAY PO BOX 278 BEATRICE NE 68310 RICK HARALDSON BCH CEO 1.0 39.0 X 0 436986 19457 CHAD JURGENS BCH CFO 1.0 39.0 X 0 252324 17475 PATTY KAUFMAN SECRETARY/TREASURER 1.0 1.0 X X 0 0 0 JAMES BAUER MEMBER 1.0 0.0 X 0 0 0 LARRY THIMM MEMBER 1.0 0.0 X 0 0 0 JAMES ENSZ CHAIRMAN 1.0 0.0 X X 0 0 0 JANA ROBERTSON VICE CHAIRMAN 1.0 0.0 X X 0 0 0 MARK BATHEL MEMBER 1.0 0.0 X 0 0 0 FLOICE MEYER RESIDENT BOARD MEMBER 1.0 0.0 X 0 0 0 0 689310 36932 0 false true false 0 0 RESIDENT FEES 532000 615687 615687 615687 40620 40620 0 0 0 0 0 6005 6005 6005 6005 0 0 0 0 0 0 0 0 0 INSURANCE PROCEEDS 367029 367029 367029 1029341 615687 0 413654 0 0 0 0 0 0 0 0 0 0 85599 85599 148 148 6533 6533 0 0 7698 7698 4470 4470 1175 1175 9842 9842 0 0 197011 197011 876 876 0 0 0 0 96391 96391 44476 44476 454219 354241 99978 0 11600 269169 537852 0 0 0 4563 5027 0 0 0 0 0 0 0 0 5007 7102 5473859 4103148 936538 1370711 593802 1043483 0 0 0 0 0 0 0 0 2089362 2695492 58264 53526 0 0 9796 11020 0 0 0 0 0 0 0 0 0 0 47371 47519 115431 112065 X 1973931 2583427 0 0 1973931 2583427 2089362 2695492 575122 34374 X X true X true X true false X 0 0 0 0 0 0 495289 512783 499220 569170 615687 2692149 0 0 0 495289 512783 499220 569170 615687 2692149 38378 3983 15874 15912 16392 90539 246796 277078 309058 291379 172584 1296895 285174 281061 324932 307291 188976 1387434 1304715 30196 16273 15544 20255 40620 122888 0 30196 16273 15544 20255 40620 122888 0 22670 367029 389699 548155 529056 514764 589425 1023336 3204736 0.40712 0.40117 0.03835 0.04270 X 24921 24921 4292878 3013458 1279420 1004357 949111 55246 151703 140579 11124 1370711 0 Resident Deposits Payable 43306 Related Party Payable 4213 47519 SCHEDULE D, PART X, LINE 2 MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. false false false false false false false false false RICK HARALDSON BCH CEO 0 436986 0 0 0 0 0 17925 0 1532 0 456443 0 0 CHAD JURGENS BCH CFO 0 252324 0 0 0 0 0 14955 0 2520 0 269799 0 0 SCHEDULE J, PART I, LINE 3, SCHEDULE J, PART II, AND FORM 990, PART VII THE COMPENSATION OF CHAD JURGENS AND RICK HARALDSON IS PAID BY A RELATED ORGANIZATION, BEATRICE COMMUNITY HOSPITAL AND HEALTH CENTER, INC. BEATRICE COMMUNITY HOSPITAL AND HEALTH CENTER, INC. UTILIZES FORM 990 OF OTHER ORGANIZATIONS, A WRITTEN EMPLOYMENT AGREEMENT, A COMPENSATION SURVEY/STUDY AND APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE IN ESTABLISHING THE COMPENSATION OF THE CEO AND CFO. FORM 990 PART 1, LINE 1 FLOWING SPRINGS WHICH IS A 45-UNIT CONGREGATE LIVING FACILITY FOR THE ELDERLY. FORM 990, PART VI, SECTION A, LINE 2 CHAD JURGENS AND RICK HARALDSON HAVE A BUSINESS RELATIONSHIP. FORM 990, PART VI, SECTION A, LINE 7A THE NOMINEES FOR THE BOARD OF DIRECTORS ARE FORWARDED TO THE BEATRICE COMMUNITY HOSPITAL AND HEALTH CENTER, INC. BOARD OF DIRECTORS FOR VOTE. FORM 990, PART VI, SECTION A, LINE 7B BEATRICE COMMUNITY HOSPITAL AND HEALTH CENTER, INC., A TAX EXEMPT CORPORATION, HAS THE RIGHT TO APPROVE OR DISAPPROVE ALL AMENDMENTS TO THE ARTICLES OF INCORPORATION, THE BYLAWS OF THE CORPORATION, ANY SALE, LEASE, TRANSFER OR DISPOSITION OF ALL OR SUBSTANTIALLY ALL OF THE ASSETS OF THE CORPORATION, AND THE ELECTION OR REMOVAL OF BOARD MEMBERS OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED AND REVIEWED BY AN INDEPENDENT ACCOUNTING FIRM. IT IS THEN REVIEWED BY THE ORGANIZATION'S OFFICERS AND ACCOUNTING PERSONNEL. ANY QUESTIONS AND CONCERNS THEY HAVE ARE ADDRESSED AND ANY CORRECTIONS OR CLARIFICATIONS ARE MADE. THE FORM 990 IS THEN PROVIDED TO THE BEATRICE COMMUNITY HOSPITAL'S FINANCE COMMITTEE FOR REVIEW PRIOR TO FILING. ONCE THE FINANCE COMMITTEE RECOMMENDS SUBMISSION OF THE FORM 990 TO THE IRS, EACH BOARD MEMBER IS GIVEN ACCESS TO THE FORM 990 VIA THE BOARD PORTAL PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS HANDED OUT ANNUALLY FOR BOARD MEMBERS AND OFFICERS TO IDENTIFY ANY BOARDS, BUSINESSES, ETC. THAT MAY POTENTIALLY GIVE RISE TO CONFLICT. IF A CONFLICT SHOULD ARISE, THE AFFECTED BOARD MEMBER OR OFFICER WILL BE EXCUSED FROM THE DISCUSSION AND/OR VOTE. FORM 990, PART VI, SECTION B, LINE 15 BEATRICE RETIREMENT, INC. DOES NOT PAY COMPENSATION TO A CEO, EXECUTIVE DIRECTOR, TOP MANAGEMENT OFFICIAL, OFFICERS OR EMPLOYEES. THEREFORE, THERE IS NOT A PROCESS IN PLACE FOR DETERMINING COMPENSATION. HOWEVER, BEATRICE COMMUNITY HOSPITAL AND HEALTH CENTER, INC. DOES HAVE A PROCESS FOR DETERMINING COMPENSATION OF THE CEO AND CFO. PLEASE SEE SCHEDULE J, PART III FOR DETAILS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE BOARD OF DIRECTORS IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. BEATRICE COMMUNITY HOSP & HEALTH CARE 4800 HOSPITAL PWKY PO BOX 278 BEATRICE NE 68310 470379834 HEALTHCARE NE 501(C)(3) LINE 3 NA false BEATRICE COMMUNITY HOSP FOUNDATION INC 4800 HOSPITAL PWKY PO BOX 641 BEATRICE NE 68310 476024984 SUPPORT NE 501(C)(3) LINE 12A BCHHC true PHYSICIAN'S BUILDING INC 4800 HOSPITAL PARKWAY BEATRICE NE 68310 470697398 OFFICE RENTAL NE NA C CORP 0 0 true false false false false false false false false false false false false true true true true true false false