BHI RETIREMENT COMMUNITIES INC: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- BHI RETIREMENT COMMUNITIES INC (EIN 26-0262903)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-22
- IRS object ID
- 202412969349300121
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-22T09:12:45-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 381357951 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PLANTE & MORAN PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 250 S HIGH ST SUITE 100 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43215 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 260262903 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BHI RETIREMENT COMMUNITIES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BHIR | BusinessNameControlTxt |
| Phone | 3178733371 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8330 ALLISON POINTE TRAIL STE 300 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46250 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROGER E WEIDEMAN II | PersonNm |
| Person Title | SENIOR VP/CFO | PersonTitleTxt |
| Phone | 3178733371 | PhoneNum |
| Signature | 2024-10-17 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMY CIMINELLO | PreparerPersonNm |
| PTIN | P00796388 | PTIN |
| Phone | 6148493000 | PhoneNum |
| Preparation | 2024-10-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROGER E WEIDEMAN II | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8330 ALLISON POINTE TRAIL STE 300 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46250 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $9,843,683 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2007 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF BHI RETIREMENT COMMUNITIES IS TO ENHANCE THE QUALITY OF LIFE FOR OLDER ADULTS WITHIN A SECURE ENVIRONMENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 65 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $10,122 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $924 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $4,861,165 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $6,155,283 | CYProgramServiceRevenueAmt |
| PY Investment Income | $548,920 | PYInvestmentIncomeAmt |
| CY Investment Income | $846,204 | CYInvestmentIncomeAmt |
| PY Other Revenue | $412,741 | PYOtherRevenueAmt |
| CY Other Revenue | $11,573 | CYOtherRevenueAmt |
| PY Total Revenue | $5,822,826 | PYTotalRevenueAmt |
| CY Total Revenue | $7,013,060 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $3,200,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,203,538 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $6,253,762 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $3,338,568 | PYOtherExpensesAmt |
| CY Other Expenses | $4,022,007 | CYOtherExpensesAmt |
| PY Total Expenses | $11,742,106 | PYTotalExpensesAmt |
| CY Total Expenses | $10,275,769 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$5,919,280 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,262,709 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $107,062,989 | TotalAssetsBOYAmt |
| Total Assets EOY | $97,437,309 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $5,562,963 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $7,615,960 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $101,500,026 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $89,821,349 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE MISSION OF BHI RETIREMENT COMMUNITIES INC IS TO ENHANCE THE QUALITY OF LIFE FOR OLDER ADULTS WITHIN A SECURE ENVIRONMENT WHICH SUPPORTS THEIR NEEDS, VALUES, INTERESTS AND INDEPENDENCE WHILE ENCOURAGING PERSONAL AND SPIRITUAL DEVELOPMENT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $0 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $6,155,283 | RevenueAmt |
| Desc | BHI RETIREMENT COMMUNITIES STRIVES TO OWN, CONSTRUCT, MAINTAIN, AND OPERATE RETIREMENT HOMES, DIRECTLY OR INDIRECTLY BY ONE OR MORE CONTROLLED OR AFFILIATED NONPROFIT CORPORATIONS OR OTHER ENTITIES, AND TO PROVIDE FOR THE MAINTENANCE, RECREATION, HEALTH CARE, ANDTREATMENT OF THE RESIDENTS OF SAID RETIREMENT HOMES. | Desc |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 65 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROGER E WEIDEMAN II | PersonNm |
| Phone | 3178733371 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8330 ALLISON POINTE TRAIL STE 300 | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46250 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| JOHN S DATTILO | |||||||||
| DIRECTOR & PRESIDENT/CEO | 40.00 | 13.00 | Yes (X) | Yes (X) | $404,814 | $0 | $47,927 | ||
| ROGER E WEIDEMAN II | |||||||||
| DIRECTOR & SENIOR VP AND CFO | 40.00 | 13.00 | Yes (X) | Yes (X) | $358,586 | $0 | $46,241 | ||
| JANE RICHARDSON | |||||||||
| DIRECTOR & CHAIRPERSON | 2.00 | 9.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JEFFERY A TERP | |||||||||
| DIRECTOR & VICECHAIRPERSON | 2.00 | 9.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| WENDY L MEREDITH | |||||||||
| DIRECTOR & SECRETARY | 2.00 | 13.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DEXTER H COOLEY | |||||||||
| DIRECTOR | 2.00 | 9.00 | Yes (X) | $0 | $0 | $0 | |||
| L DEAN JONES | |||||||||
| DIRECTOR | 2.00 | 9.00 | Yes (X) | $0 | $0 | $0 | |||
| ROGER D MILLER | |||||||||
| DIRECTOR | 2.00 | 13.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY W CALDWELL | |||||||||
| DIRECTOR | 2.00 | 9.00 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN R ELLIS | |||||||||
| DIRECTOR | 2.00 | 9.00 | Yes (X) | $0 | $0 | $0 | |||
| BETH KELLY | |||||||||
| DIRECTOR | 2.00 | 9.00 | Yes (X) | $0 | $0 | $0 | |||
| FRED ROBBINS | |||||||||
| DIRECTOR | 1.00 | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN BLOOMSTROM | |||||||||
| DIRECTOR | 1.00 | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| JANE A SEIGEL | |||||||||
| DIRECTOR | 2.00 | 9.00 | Yes (X) | $0 | $0 | $0 | |||
| HARRY KENNERK | |||||||||
| DIRECTOR - PART YEAR | 2.00 | 6.00 | Yes (X) | $0 | $0 | $0 | |||
| DANIEL CARR | |||||||||
| VICE PRESIDENT AND COO | 42.00 | 6.00 | $273,192 | $0 | $33,098 | Yes (X) | |||
| BRIAN PANGLE | |||||||||
| VP PHILANTHROPY | 40.00 | 0.00 | $314,668 | $0 | $35,313 | Yes (X) | |||
| JAY RUMBACH | |||||||||
| VP/GENERAL COUNSEL | 40.00 | 0.00 | $225,269 | $0 | $11,072 | Yes (X) | |||
| MARK PRIFOGLE | |||||||||
| VP OPERATIONS | 40.00 | 3.00 | $218,262 | $0 | $39,533 | Yes (X) | |||
| CHRIS BYRDE | |||||||||
| VP FINANCE | 40.00 | 0.00 | $190,354 | $0 | $11,705 | Yes (X) | |||
| TONY CONAWAY | |||||||||
| VP INFORMATION TECHNOLOGY | 40.00 | 0.00 | $170,346 | $0 | $27,447 | Yes (X) | |||
| JEANNIE AMBLER | |||||||||
| VP HUMAN RESOURCES | 40.00 | 0.00 | $180,609 | $0 | $18,323 | Yes (X) | |||
| NANCY NELSON | |||||||||
| VP COMMUNICATIONS & PR | 40.00 | 0.00 | $139,794 | $0 | $17,141 | Yes (X) | |||
| BRIAN MCDONALD | |||||||||
| IT DIRECTOR | 40.00 | 0.00 | $132,942 | $0 | $31,807 | Yes (X) | |||
| KEVIN WARD | |||||||||
| SENIOR OPERATIONS DIRECTOR | 40.00 | 0.00 | $134,291 | $0 | $11,921 | Yes (X) | |||
| VANESSA PETRY | |||||||||
| DIRECTOR OF CLINCIAL REIMBURSEMENT | 40.00 | 0.00 | $136,077 | $0 | $14,489 | Yes (X) | |||
| NATHAN WELTY | |||||||||
| ACCOUNTING MANAGER | 40.00 | 0.00 | $118,422 | $0 | $5,965 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,997,626 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $351,982 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 18 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| PLANTE MORAN | |||||
| 250 S HIGH STREET STE 100 | COLUMBUS | OH | 43215 | ACCOUNTING | $300,086 |
| FACTION | |||||
| 1660 LINCOLN ST | DENVER | CO | 80264 | TECHNOLOGY SERVICES | $189,049 |
| ICE MILLER LP | |||||
| 1 AMERICAN SQ STE 2900 | INDIANAPOLIS | IN | 46282 | LEGAL | $178,674 |
| CISCO SYSTEMS INC | |||||
| PO BOX 825736 | PHILADELPHIA | PA | 19182 | INFORMATION TECHNOLOGY | $128,981 |
| KEY BENEFIT ADMINISTRATORS | |||||
| 8330 ALLISON POINTE TRAIL | INDIANAPOLIS | IN | 46250 | SUBLEASING MANAGEMENT | $120,056 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT FEES | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $6,155,283 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,155,283 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $6,155,283 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $591,015 | TotalRevenueColumnAmt |
| Exclusion | $591,015 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $469,660 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $459,538 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $10,122 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $10,122 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $10,122 | UnrelatedBusinessRevenueAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,444,492 | SecuritiesAmt |
| Other | $1,181,782 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,445,951 | SecuritiesAmt |
| Other | $925,134 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$1,459 | SecuritiesAmt |
| Other | $256,648 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $255,189 | TotalRevenueColumnAmt |
| Exclusion | $255,189 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DEPOSITS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,451 | TotalRevenueColumnAmt |
| Exclusion | $1,451 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,451 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,013,060 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,155,283 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $10,122 | UnrelatedBusinessRevenueAmt |
| Exclusion | $847,655 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,606,759 | TotalAmt |
| Management And General | $2,606,759 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,899,563 | TotalAmt |
| Management And General | $2,899,563 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $82,897 | TotalAmt |
| Management And General | $82,897 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $334,805 | TotalAmt |
| Management And General | $334,805 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $329,738 | TotalAmt |
| Management And General | $329,738 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $281,566 | TotalAmt |
| Management And General | $281,566 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $317,686 | TotalAmt |
| Management And General | $317,686 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,389 | TotalAmt |
| Management And General | $9,389 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $679,094 | TotalAmt |
| Management And General | $679,094 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,669 | TotalAmt |
| Management And General | $17,669 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $289,288 | TotalAmt |
| Management And General | $289,288 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,366,264 | TotalAmt |
| Management And General | $1,366,264 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,371 | TotalAmt |
| Management And General | $37,371 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $484,051 | TotalAmt |
| Management And General | $484,051 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $147,093 | TotalAmt |
| Management And General | $147,093 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,731 | TotalAmt |
| Management And General | $96,731 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $164,429 | TotalAmt |
| Management And General | $164,429 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|
| DUES & SUBSCRIPTIONS | $76,460 | $76,460 |
| PROPERTY TAX | $14,233 | $14,233 |
| MEALS | $7,049 | $7,049 |
| GOLF EXPENSES | $2,101 | $2,101 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,533 | TotalAmt |
| Management And General | $31,533 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,275,769 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $10,275,769 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $19,168,044 | BOYAmt |
| EOY | $14,907,253 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,906,022 | BOYAmt |
| EOY | $7,455,892 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,657 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $13,950,262 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $536,028 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,284,236 | BOYAmt |
| EOY | $13,414,234 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,271,126 | BOYAmt |
| EOY | $9,638,271 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,402,904 | BOYAmt |
| EOY | $52,021,659 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,062,989 | BOYAmt |
| EOY | $97,437,309 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,131,319 | BOYAmt |
| EOY | $3,394,044 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,431,644 | BOYAmt |
| EOY | $4,221,916 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,562,963 | BOYAmt |
| EOY | $7,615,960 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,500,026 | BOYAmt |
| EOY | $89,821,349 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,500,026 | BOYAmt |
| EOY | $89,821,349 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,062,989 | BOYAmt |
| EOY | $97,437,309 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$3,262,709 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $24,543 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$8,440,511 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| Supported Organizations | 1 | SupportedOrganizationsCnt |
Supported Org Information SupportedOrgInformationGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BHI SENIOR LIVING INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 350931432 | EIN |
| Organization Type | 10 | OrganizationTypeCd |
| Governing Document Listed | Yes (1) | GoverningDocumentListedInd |
| Support | $0 | SupportAmt |
| Other Support | $0 | OtherSupportAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supported Organizations Total | 1 | SupportedOrganizationsTotalCnt |
| Support Sum | $0 | SupportSumAmt |
| Other Support Sum | $0 | OtherSupportSumAmt |
Form990 Sch A Supporting Org Form990SchASupportingOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Listed By Name Governing Doc | Yes (1) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | 0 | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | 0 | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | 0 | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | 0 | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | 0 | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | 0 | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | 0 | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | 0 | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | 0 | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | 0 | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | 0 | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | 0 | ContributionControllerInd |
| Contribution Family | 0 | ContributionFamilyInd |
| Contribution35 Controlled | 0 | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (1) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | 0 | OperateBenefitNonSuprtOrgInd |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,869,016 | OtherCostOrOtherBasisAmt |
| Book Value | $3,869,016 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $6,999,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $383,995 | DepreciationAmt |
| Book Value | $6,615,005 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $811,316 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,742 | DepreciationAmt |
| Book Value | $794,574 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,270,930 | OtherCostOrOtherBasisAmt |
| Depreciation | $135,291 | DepreciationAmt |
| Book Value | $2,135,639 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $13,414,234 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (8 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INVESTMENT IN SLDEVELOPMENT | $3,957,028 |
| INVESTMENT IN WESLEY MANOR | $3,406,695 |
| INVESTMENT IN BHI HOME HEALTH | $2,553,708 |
| INVESTMENT IN BARRINGTON | $6,668,257 |
| INS/PROPERTY TAX ESCROW | $27,892 |
| INVESTMENT IN MAPLE KNOLLS | $30,872,571 |
| INVESTMENT IN CLARK | $4,178,995 |
| INVESTMENT IN HTS CARE PLUS | $356,513 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $52,021,659 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT AS OF DECEMBER 2023, 2022, 2021 AND 2020, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATMENTS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (1) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN S DATTILO | ||||||||||||||
| DIRECTOR & PRESIDENT/CEO | $364,814 | $0 | $40,000 | $0 | $0 | $0 | $17,549 | $0 | $30,378 | $0 | $452,741 | $0 | $0 | $0 |
| ROGER E WEIDEMAN II | ||||||||||||||
| DIRECTOR & SENIOR VP AND CFO | $323,586 | $0 | $35,000 | $0 | $0 | $0 | $16,268 | $0 | $29,973 | $0 | $404,827 | $0 | $0 | $0 |
| BRIAN PANGLE | ||||||||||||||
| VP PHILANTHROPY | $313,168 | $0 | $1,500 | $0 | $0 | $0 | $14,012 | $0 | $21,301 | $0 | $349,981 | $0 | $0 | $0 |
| DANIEL CARR | ||||||||||||||
| VICE PRESIDENT AND COO | $261,192 | $0 | $12,000 | $0 | $0 | $0 | $13,204 | $0 | $19,894 | $0 | $306,290 | $0 | $0 | $0 |
| MARK PRIFOGLE | ||||||||||||||
| VP OPERATIONS | $213,262 | $0 | $5,000 | $0 | $0 | $0 | $10,913 | $0 | $28,620 | $0 | $257,795 | $0 | $0 | $0 |
| JAY RUMBACH | ||||||||||||||
| VP/GENERAL COUNSEL | $215,269 | $0 | $10,000 | $0 | $0 | $0 | $9,558 | $0 | $1,514 | $0 | $236,341 | $0 | $0 | $0 |
| CHRIS BYRDE | ||||||||||||||
| VP FINANCE | $183,969 | $0 | $6,385 | $0 | $0 | $0 | $9,518 | $0 | $2,187 | $0 | $202,059 | $0 | $0 | $0 |
| JEANNIE AMBLER | ||||||||||||||
| VP HUMAN RESOURCES | $170,609 | $0 | $10,000 | $0 | $0 | $0 | $9,030 | $0 | $9,293 | $0 | $198,932 | $0 | $0 | $0 |
| TONY CONAWAY | ||||||||||||||
| VP INFORMATION TECHNOLOGY | $165,346 | $0 | $5,000 | $0 | $0 | $0 | $8,442 | $0 | $19,005 | $0 | $197,793 | $0 | $0 | $0 |
| BRIAN MCDONALD | ||||||||||||||
| IT DIRECTOR | $127,957 | $0 | $4,985 | $0 | $0 | $0 | $4,727 | $0 | $27,080 | $0 | $164,749 | $0 | $0 | $0 |
| NANCY NELSON | ||||||||||||||
| VP COMMUNICATIONS & PR | $134,794 | $0 | $5,000 | $0 | $0 | $0 | $6,990 | $0 | $10,151 | $0 | $156,935 | $0 | $0 | $0 |
| VANESSA PETRY | ||||||||||||||
| DIRECTOR OF CLINCIAL REIMBURSEMENT | $133,077 | $0 | $3,000 | $0 | $0 | $0 | $6,804 | $0 | $7,685 | $0 | $150,566 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3 | COMPENSATION PAID BY BHI RETIREMENT COMMUNITIES IS DETERMINED BY THE REVIEW AND APPROVAL OF THE BOARD WHICH INCLUDES CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. |
| PART I, LINE 4B | NONQUALIFIED RETIREMENT PLAN: A 457(F) DEFERRED COMPENSATION PLAN WAS SET UP FOR JOHN DATTILO AND ROGER WEIDEMAN IN APRIL OF 2019. JOHN DATTILO'S PLAN BEGINS VESTING IN 2031 AND ROGER WEIDEMAN'S PLAN BEGINS VESTING IN 2034. |
| PART I, LINE 7 | THE PERSONNEL NOMINATING COMMITTEE RECOMEMENDS DISCRETIONARY BONUSES FOR THE TOP MANAGEMENT OFFICIALS, THAT ARE APPROVED BY THE FULL BOARD AS PART OF THE BUDGET PROCESS. IN THE PROCESS, THEY CONSIDER RESULTS FROM SURVEYS, PROJECTS, AND BOND ISSUES. THE REVIEW WAS CONDUCTED IN NOVEMBER 2023. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 6 | BHI SENIOR LIVING IS THE MEMBER OF THE FILING ORGANIZATION. |
| FORM 990, PART VI, SECTION A, LINE 7A | BHI SENIOR LIVING HAS THE RIGHT TO APPROVE/REMOVE BOARD MEMBERS. |
| FORM 990, PART VI, SECTION A, LINE 7B | BHI SENIOR LIVING HAS THE RIGHT TO APPROVAL OR REJECTION OF CERTAIN GOVERNANCE DECISIONS SUCH AS APPROVAL OF THE GOVERNING BODY'S ELECTION OR REMOVAL OF MEMBERS OF THE GOVERNING BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE CFO AND CEO HAVE REVIEWED THE 990. A DRAFT COPY OF THE 990 IS MADE AVAILABLE TO ALL BOARD MEMBERS FOR REVIEW PRIOR TO FILING. THE FORM 990 IS ALSO REVIEWED BY AN INDEPENDENT ACCOUNTING FIRM PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL BHI REPRESENTATIVES ARE REQUIRED TO IMMEDIATELY DISCLOSE ANY POTENTIAL OR PERCEIVED CONFLICT OF INTEREST AT THE TIME IT DEVELOPS BY SUBMITTING A COMPLETED CONFLICT OF INTEREST STATEMENT FORM. THE STATEMENT SHALL BE FORWARDED TO THE CORPORATE COMPLIANCE OFFICER FOR REVIEW BY THE CORPORATE COMPLIANCE, INTERNAL AUDIT, AND RISK MANAGEMENT COMMITTEE OF THE BHI BOARD OF DIRECTORS. IN ADDITION, BOARD OF DIRECTORS, OFFICERS, EXECUTIVE DIRECTORS, AND OTHER DESIGNATED PERSONS ARE REQUIRED TO COMPLETE THE CONFLICT OF INTEREST STATEMENT TO DISCLOSE OR RE-DISCLOSE ANY CONFLICT OF INTEREST ON AN ANNUAL BASIS. IN ADDITION, THE BOARD OF DIRECTOR MEMBERS SHALL REVIEW AND SUBMIT A SIGNED CODE OF PROFESSIONAL ETHICS STATEMENT ON AN ANNUAL BASIS. THE STATEMENTS WILL BE REVIEWED BY THE CORPORATE COMPLIANCE COMMITTEE AND WILL RESULT IN ONE OF THE FOLLOWING ACTIONS; THE DISCLOSED CONFLICT SHALL BE APPROVED AS SUBMITTED. THE DISCLOSED CONFLICT SHALL NOT BE APPROVED AS SUBMITTED AND SPECIFIC REQUIREMENTS SHALL BE DEVELOPED BY THE CORPORATE COMPLIANCE COMMITTEE REGARDING ACTIONS TO BE TAKEN BY THE INDIVIDUAL TO RESOLVE THE CONFLICT. THE DISCLOSED CONFLICT SHALL BE APPROVED WITH THE REQUIREMENT OF SPECIFIED PROCEDURES TO BE IMPLEMENTED AND THEREAFTER MONITORED BY THE CORPORATE COMPLIANCE COMMITTEE TO ENSURE PROPER MANAGEMENT OF THE IDENTIFIED CONFLICT. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE PERSONNEL COMMITTEE RECOMMENDS SALARIES OF THE CEO, CFO, AND TOP MANAGEMENT OFFICIALS TO THE BOARD OF DIRECTORS FOR APPROVAL. THE COMMITTEE REVIEWS SALARIES IN THE CONTEXT OF SIMILAR NOT-FOR-PROFIT ORGANIZATIONS, PERFORMANCE AND JOB DESCRIPTIONS. THIS PROCESS WAS LAST CONDUCTED NOVEMBER OF 2023. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FORM 990 IS AVAILABLE UPON REQUEST AT THE MAIN OFFICE, 8330 ALLISON POINTE TRAIL, STE 300, INDIANAPOLIS, IN 46250. THE OTHER GOVERNING DOCUMENTS HAVE NOT GENERALLY BEEN MADE AVAILABLE TO THE PUBLIC. |
| FORM 990, PART XI, LINE 9: | GAAP INVESTMENT ADJUSTMENT FOR RELATED ENTITIES -8,440,511. |
| FORM 990, PART XII, LINE 2C | THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (11 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BHI SENIOR LIVING INC | |||||||||||
| 8330 ALLISON POINTE TRAIL STE 300 | INDIANAPOLIS | IN | 46250 | 350931432 | SENIOR LIVING | IN | 501(C)(3) | LINE 10 | N/A | 0 | |
| BHI FOUNDATION | |||||||||||
| 8330 ALLISON POINTE TRAIL STE 300 | INDIANAPOLIS | IN | 46250 | 351680796 | SENIOR LIVING | IN | 501(C)(3) | LINE 12A, I | Yes (1) | BHI SENIOR LIVING INC | |
| PRAIRIE LANDING COMMUNITY INC | |||||||||||
| 8330 ALLISON POINTE TRAIL STE 300 | INDIANAPOLIS | IN | 46250 | 262053830 | SENIOR LIVING | IN | 501(C)(3) | LINE 10 | Yes (1) | BHI RETIREMENT COMMUNITIES INC | |
| WESLEY MANOR INC | |||||||||||
| 8330 ALLISON POINTE TRAIL STE 300 | INDIANAPOLIS | IN | 46250 | 351020934 | SENIOR LIVING | IN | 501(C)(3) | LINE 10 | Yes (1) | BHI RETIREMENT COMMUNITIES INC | |
| FOUR SEASONS VILLAS INC | |||||||||||
| 8330 ALLISON POINTE TRAIL STE 300 | INDIANAPOLIS | IN | 46250 | 311011187 | SENIOR LIVING | IN | 501(C)(3) | LINE 10 | Yes (1) | BHI SENIOR LIVING INC | |
| HOOSIER MANOR INC | |||||||||||
| 8330 ALLISON POINTE TRAIL STE 300 | INDIANAPOLIS | IN | 46250 | 311011190 | SENIOR LIVING | IN | 501(C)(3) | LINE 10 | Yes (1) | BHI SENIOR LIVING INC | |
| MAPLE KNOLL COMMUNITIES INC | |||||||||||
| 11100 SPRINGFIELD PIKE | CINCINNATI | OH | 45246 | 310544277 | SENIOR LIVING | OH | 501(C)(3) | LINE 10 | Yes (1) | BHI RETIREMENT COMMUNITIES INC | |
| MAPLE KNOLL FOUNDATION | |||||||||||
| 11100 SPRINGFIELD PIKE | CINCINNATI | OH | 45246 | 881290177 | SENIOR LIVING | OH | 501(C)(3) | LINE 7 | Yes (1) | BHI RETIREMENT COMMUNITIES INC | |
| CLARK RETIREMENT COMMUNITY FOUNDATION | |||||||||||
| 1551 FRANKLIN STREET SE | GRAND RAPIDS | MI | 49506 | 383236052 | SENIOR LIVING | MI | 501(C)(3) | LINE 12A, I | Yes (1) | CLARK RETIREMENT COMMUNITY INC | |
| CLARK RETIREMENT SERVICES COMPANY | |||||||||||
| 1551 FRANKLIN STREET SE | GRAND RAPIDS | MI | 49506 | 842692761 | SENIOR LIVING | MI | 501(C)(3) | LINE 12B, II | Yes (1) | CLARK RETIREMENT COMMUNITY INC | |
| CLARK RETIREMENT COMMUNITY INC | |||||||||||
| 1551 FRANKLIN STREET SE | GRAND RAPIDS | MI | 49506 | 381366932 | SENIOR LIVING | MI | 501(C)(3) | LINE 10 | Yes (1) | BHI RETIREMENT COMMUNITIES INC | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WESLEY MANOR SOUTHSIDE LP | ||||||||||||||
| 2455 W TILL ROAD | FORT WAYNE | IN | 46818 | 473330645 | SENIOR LIVING | IN | N/A | 0 | Yes (1) | |||||
| HEART IN HOME OF INDIANA LLC | ||||||||||||||
| 494 S EMERSON AVE STE I-2 | GREENWOOD | IN | 46143 | 841756062 | SENIOR LIVING | IN | Yes (1) | Yes (1) | BHI HOME CARE | UNRELATED | -$111,348 | $1,370,100 | 0.50000 | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SLDEVELOPMENT INC | ||||||||||||
| 8330 ALLISON POINTE TRAIL STE 300 | INDIANAPOLIS | IN | 46250 | 452664455 | GOLF COURSE | IN | BHI RETIREMENT COMMUNITIES INC | C | -$1,140,625 | $6,782,001 | 1.00000 | Yes (1) |
| BHI HOME CARE INC | ||||||||||||
| 8330 ALLISON POINTE TRAIL STE 300 | INDIANAPOLIS | IN | 46250 | 475160712 | HOME CARE | IN | BHI RETIREMENT COMMUNITIES INC | C | -$130,867 | 1.00000 | Yes (1) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (2 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| BHI FOUNDATION INC | ||
| L | $61,860 | CASH |
| BHI SENIOR LIVING INC | ||
| S | $3,960,000 | CASH |
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