Nonprofit · EIN 14-1651563
BEECHWOOD INC
Tax-exempt · TROY, NY 12180
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,251,548 | $645,335 | $606,213 | $15,749,515 | $38,106 | $15,711,409 |
| June 30, 2024 | 990 | $1,218,872 | $619,826 | $599,046 | $16,005,508 | $1,278,265 | $14,727,243 |
| June 30, 2023 | 990 | $1,189,562 | $603,043 | $586,519 | $15,181,550 | $1,309,408 | $13,872,142 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $900,084
- Investment income
- $351,464
- Net gain from sales of assets
- $40,829
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $31,038
- Salaries, compensation and benefits (total)
- $38,012
- Professional fundraising fees
- $0
- Occupancy
- $57,327
- Depreciation
- $310,124
- Program services (functional)
- $640,465
- Management and general (functional)
- $4,870
Balance sheet and other
- Total assets, start of year
- $16,005,508
- Total assets, end of year
- $15,749,515
- Total liabilities, end of year
- $38,106
- Net assets, end of year
- $15,711,409
- Land, buildings and equipment
- $4,359,248
- Publicly traded securities
- $6,922,180
- Net assets without donor restrictions
- $15,661,409
- Net assets with donor restrictions
- $50,000
- Gross receipts
- $1,251,548
- Employees
- 0
- Volunteers
- 11
- Year formed
- 1983
- State of legal domicile
- NY
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DANIEL ISACKSEN | DIRECTOR; TRINITY HEALTH CFO Trustee or director | 0.1 | $0 | $2,378,767 | $448,380 |
| STEVEN HANKS MD | DIRECTOR; PRESIDENT & CEO Trustee or director, Officer | 0.1 | $0 | $1,451,751 | $293,091 |
| THOMAS ROBERT | VP, CFO & TREAS - NY REG THR 11/24 Officer | 0.1 | $0 | $1,068,690 | $54,651 |
| JULIE EDMUNDS SMITH | VP, CFO - NY REG AS OF 11/24 Officer | 0.1 | $0 | $420,859 | $50,273 |
| DENISE MORMINO | FORMER OFF; NY REGIONAL CONTROLLER Former | 1 | $0 | $295,383 | $52,024 |
| ERIC FARRELL | SECRETARY; ASSOC COUNSEL, NY REGION Officer | 0.1 | $0 | $274,960 | $52,080 |
| JAMES REED MD | FORMER OFFICER Former | 0 | $0 | $147,613 | $0 |
| GINA MYERS PHD | DIRECTOR; SJHHC CONSULTANT Trustee or director | 0.1 | $0 | $381 | $0 |
| KATHLEEN JIMINO | DIRECTOR; CHAIR Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| WILLIAM WILDRIDGE III | DIRECTOR; VICE CHAIR Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| JOHN MARSHALL | DIRECTOR; TREASURER Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| GUHA BALA | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| GEORGE HEARST III | DIRECTOR AS OF 4/25 Trustee or director | 0.1 | $0 | $0 | $0 |
| PATRICIA LAPCZYNSKI RSM | DIRECTOR AS OF 1/25 Trustee or director | 0.1 | $0 | $0 | $0 |
| MARY ANN LOGIUDICE RSM | DIRECTOR THROUGH 12/24 Trustee or director | 0.1 | $0 | $0 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT MCCORMICK | DIRECTOR Trustee or director | 0.1 | $0 |
| LEE MCELROY JR | DIRECTOR THROUGH 12/24 Trustee or director | 0.1 | $0 |
| MICHAEL MEATH | DIRECTOR Trustee or director | 0.1 | $0 |
| MERRIETTE POLLARD | DIRECTOR Trustee or director | 0.1 | $0 |
| MARGUERITE SULLIVAN RSM | DIRECTOR AS OF 1/25 Trustee or director | 0.1 | $0 |
| KERRI SWEET ZAVAGLIA | DIRECTOR Trustee or director | 0.1 | $0 |
| OLUWATOYIN TODAFE | DIRECTOR Trustee or director | 0.1 | $0 |
990 for the year ended June 30, 2024: 20 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DANIEL ISACKSEN | DIRECTOR; TRINITY HEALTH CFO Trustee or director | 0.1 | $0 | $1,790,506 | $368,461 |
| STEVEN HANKS MD | DIRECTOR; PRESIDENT & CEO Trustee or director, Officer | 0.1 | $0 | $1,328,086 | $261,159 |
| THOMAS ROBERT | VP, CFO & TREASURER - NY REGION Officer | 0.1 | $0 | $767,874 | $64,139 |
| DENISE MORMINO | FORMER OFF; NY REGIONAL CONTROLLER Former | 1 | $0 | $324,970 | $56,294 |
| ERIC FARRELL | SECRETARY; ASSOC COUNSEL, NY REGION Officer | 0.1 | $0 | $242,179 | $47,131 |
| JAMES REED MD | FORMER OFFICER Former | 0 | $0 | $203,743 | $12,386 |
| ROBERT SWIDLER ESQ | FORMER OFFICER Former | 0 | $0 | $134,204 | $757 |
| GINA MYERS | DIRECTOR; SJHHC CONSULTANT Trustee or director | 0.1 | $0 | $747 | $0 |
| KATHLEEN JIMINO | DIR; CHR AS OF 1/24; TREAS THR 12/23 Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| ROBERT MCCORMICK | DIRECTOR; CHAIR THROUGH 12/23 Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| WILLIAM WILDRIDGE III | DIRECTOR; VICE CHAIR AS OF 1/24 Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| JOHN MARSHALL | DIR;V CHR THR 12/23;TREAS AS OF 1/24 Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| GUHA BALA | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| GARY DAKE | DIRECTOR THROUGH 12/23 Trustee or director | 0.1 | $0 | $0 | $0 |
| MARY ANN LOGIUDICE RSM | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| LEE MCELROY JR | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| MICHAEL MEATH | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| MERRIETTE POLLARD | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| KERRI SWEET ZAVAGLIA | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| OLUWATOYIN TODAFE PHD | DIRECTOR AS OF 1/24 Trustee or director | 0.1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 23 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DANIEL ISACKSEN | DIR AT 10/22; TRINITY HEALTH CFO Trustee or director | 0.1 | $0 | $1,621,848 | $328,490 |
| JAMES REED MD | DIRECTOR, PRESIDENT & CEO THR 12/22 Trustee or director, Officer | 1 | $0 | $1,298,979 | $125,391 |
| STEVEN HANKS MD | SPHP COO; DIR, PRES & CEO AT 1/23 Trustee or director, Officer | 0.1 | $0 | $880,801 | $148,352 |
| THOMAS ROBERT | VP, CFO & TREASURER - NY REGION Officer | 0.1 | $0 | $683,308 | $143,208 |
| DAWN GEISERT | DIR THR 9/22;TH CHIEF COMPLIANCE OFF Trustee or director | 0.1 | $0 | $664,990 | $153,892 |
| DENISE MORMINO | FORMER OFFICER; NY REG CONTROLLER Former | 1 | $0 | $305,544 | $53,938 |
| ROBERT SWIDLER ESQ | SECRETARY; VP LEGAL SERVICES Officer | 0.1 | $0 | $235,408 | $19,036 |
| GINA MYERS | DIR AS OF 10/22; SJHHC CONSULTANT Trustee or director | 0.1 | $0 | $4,828 | $0 |
| ROBERT MCCORMICK | DIRECTOR; CHAIR Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| KATHLEEN JIMINO | DIR; V CHR THR 9/22; TREAS AT 10/22 Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| JOHN MARSHALL | DIRECTOR & VICE CHAIR AS OF 10/22 Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| MARY ANN LOGIUDICE RSM | DIRECTOR; TREASURER THROUGH 9/22 Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| GUHA BALA | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| BARBARA COTTRELL | DIRECTOR THROUGH 9/22 Trustee or director | 0.2 | $0 | $0 | $0 |
| GARY DAKE | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| GEORGE HEARST III | DIRECTOR THROUGH 9/22 Trustee or director | 0.2 | $0 | $0 | $0 |
| LEE MCELROY JR | DIRECTOR Trustee or director | 0.1 | $0 | $0 | $0 |
| MICHAEL MEATH | DIRECTOR AS OF 10/22 Trustee or director | 0.1 | $0 | $0 | $0 |
| MERRIETTE POLLARD | DIRECTOR AS OF 10/22 Trustee or director | 0.4 | $0 | $0 | $0 |
| CURTIS POWELL | DIRECTOR THROUGH 9/22 Trustee or director | 0.2 | $0 | $0 | $0 |
| KERRI SWEET ZAVAGLIA | DIRECTOR AS OF 10/22 Trustee or director | 0.1 | $0 | $0 | $0 |
| WILLIAM WILDRIDGE III | DIRECTOR AS OF 10/22 Trustee or director | 0.1 | $0 | $0 | $0 |
| MICHAEL WOLFF MD | DIRECTOR THROUGH 9/22 Trustee or director | 0.2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2212 BURDETT AVE, TROY, NY 12180-2401
- Principal officer (990 for 2024)
- STEVEN HANKS MD, 2212 BURDETT AVENUE, TROY, NY 12180
- Signed the 990
- JULIE EDMUNDS SMITH, VP, FINANCE & CFO
- Phone
- (518) 271-5038
Mission
WE, ST. PETER'S HEALTH PARTNERS AND TRINITY HEALTH, SERVE TOGETHER IN THE SPIRIT OF THE GOSPEL AS A COMPASSIONATE AND TRANSFORMING HEALING PRESENCE WITHIN OUR COMMUNITIES. BEECHWOOD IS A MEMBER OF ST. PETER'S HEALTH PARTNERS AND TRINITY HEALTH.
Program accomplishments
- THE PURPOSE OF BEECHWOOD IS TO HOLD TITLE TO REAL PROPERTY AND COLLECT INCOME ON SUCH PROPERTY FOR THE BENEFIT OF ST. PETER'S HEALTH PARTNERS AND ITS TAX-EXEMPT AFFILIATES.Expenses $640,465 · revenue $900,084
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 14-1651563
- Tax-exempt status
- 501(c)(2): Title-holding corporation
- Donations deductible
- No
- Exempt since
- 1985
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T50Z)
- Assets (IRS master file)
- $15,749,515
- Income (IRS master file)
- $1,251,548
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,251,548 | $645,335 | $15,749,515 | IRS |
| 990 | June 2024 | $1,218,872 | $619,826 | $16,005,508 | IRS |
| 990 | June 2023 | $1,189,562 | $603,043 | $15,181,550 | XML |
| 990 | June 2022 | $1,296,352 | $572,935 | $14,766,346 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 14-1651563).
Questions about BEECHWOOD INC
- What is the EIN of BEECHWOOD INC?
- The employer identification number (EIN) of BEECHWOOD INC is 14-1651563.
- Is BEECHWOOD INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(2) since 1985.
- Are donations to BEECHWOOD INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does BEECHWOOD INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of BEECHWOOD INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BEECHWOOD INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of BEECHWOOD INC?
- The 990 for the year ended June 30, 2025 names STEVEN HANKS MD.
- Who are the officers and directors of BEECHWOOD INC?
- The 990 for the year ended June 30, 2025 lists 22 people; 0 received compensation from the organization.
- How much revenue does BEECHWOOD INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,251,548, expenses of $645,335 and total assets of $15,749,515 at year end.
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