2025-11-10T13:40:17-06:00 2024-12-31 331498605 PLANTE & MORAN PLLC 250 S HIGH ST SUITE 100 COLUMBUS OH 43215 990 2024-01-01 351020934 WESLEY MANOR INC WESL 7656591811 1555 N MAIN STREET FRANKFORT IN 46041 ROGER E WEIDEMAN II SVP/CFO 3178733371 2025-11-07 1 1 AMY CIMINELLO P00796388 6148493000 2025-11-05 2024 2025-03-06 01:10:19Z ROGER E WEIDEMAN II 8330 ALLISON POINTE TRAIL STE 300 INDIANAPOLIS IN 46250 4397338 0 X WWW.WESLEYMANOR.ORG X 1961 IN WESLEY MANOR IS A CONTINUING CARE RETIREMENT COMMUNITY. SEE SCHEDULE O ADDITIONAL DISCLOSURES.COMMUNITY SEEKING TO ENHANCE THE QUALITY OF LIFE FOR RETIRED PERSONS, ENCOURAGING INDEPENDENCE WITHIN A SECURE ENVIRONMENT WHICH SUPPORTS THE INDIVIDUAL'S INTELLECTUAL, PHYSICAL, AND SPIRITUAL NEEDS; PROVIDING OPPORTUNITIES FOR FELLOWSHIP AND SERVICE THAT WILL ENCOURAGE PERSONAL FULFILLMENT AND HAPPINESS; AND TO MAKE AVAILABLE A VARIETY OF SOCIAL OPPORTUNITIES, PROGRAMS, AND ACTIVITIES THAT WILL ALLOW RESIDENTS TO REMAIN IN THE MAINSTREAM OF LIFE. WESLEY MANOR ALSO SERVES LOW-INCOME COMMUNITIES THROUGH HOUSING, PUBLIC IMPROVEMENTS AND AMENITIES IN ORDER TO IMPROVE QUALITY OF LIFE. 13 11 202 19 0 0 103970 80933 3472558 3620853 -179112 -5288 631260 700840 4028676 4397338 0 2500 0 0 825949 902322 0 0 0 2531111 2913792 3357060 3818614 671616 578724 25506347 25280752 22737823 21745128 2768524 3535624 WESLEY MANOR IS A CONTINUING CARE RETIREMENT COMMUNITY SEEKING TO ENHANCE THE QUALITY OF LIFE FOR RETIRED PERSONS, ENCOURAGING INDEPENDENCE WITHIN A SECURE ENVIRONMENT WHICH SUPPORTS THE INDIVIDUAL'S INTELLECTUAL, PHYSICAL, AND SPIRITUAL WELL BEING. 0 0 512626 0 946479 RESIDENTIAL LIVING: WESLEY MANOR OFFERS ITS RESIDENTS A PERFECT BALANCE OF INDEPENDENT LIVING WITH SECURITY AND PEACE OF MIND. INDEPENDENT UNITS INCLUDE HOUSEKEEPING, LAUNDRY SERVICES, ON-SITE SECURITY, AND THE CHOICE OF PREPARING YOUR OWN MEALS OR EATING IN THE DISTINCTIVE DINING ROOM. 605831 0 1118566 ASSISTED LIVING: WESLEY MANOR PROVIDES A SPECIAL COMBINATION OF RESIDENTIAL HOUSING, PERSONALIZED SUPPORTIVE SERVICES AND HEALTHCARE, MAXIMIZING INDEPENDENCE FOR THOSE WHO DO NOT NEED THE MORE COMPLETE MEDICAL SERVICES OF A HEALTHCARE FACILITY. 1211663 2500 2237133 NURSING/MEMORY CARE: WESLEY MANOR'S SKILLED AND COMPREHENSIVE MEDICAL SERVICES, INCLUDING 24-HOUR SKILLED NURSING, THERAPY, RESTORATIVE NURSING, MEMORY CARE, AND HOSPICE, ARE AVAILABLE FOR THOSE WHOSE ACTIVITIES CANNOT BE SUFFICIENTLY MAINTAINED IN THEIR CURRENT HOME. 2330120 1 1 0 0 0 0 0 0 0 1 1 0 0 1 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 1 1 1 1 0 0 1 34 0 1 202 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 11 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 1 1 IN X ROGER E WEIDEMAN II 3178733371 8330 ALLISON POINTE TRAIL STE 300 INDIANAPOLIS IN 46250 JOHN S DATTILO DIRECTOR & PRESIDENT/CEO 2.00 48.00 X X 0 516969 60337 ROGER E WEIDEMAN II DIRECTOR & SVP/CFO 2.00 48.00 X X 0 392089 54040 JANE A RICHARDSON DIRECTOR & CHAIRPERSON 2.00 16.00 X X 0 0 0 JEFFERY A TERP DIRECTOR & VICE CHAIRPERSON 2.00 14.00 X X 0 0 0 WENDY L MEREDITH DIRECTOR & SECRETARY 2.00 18.00 X X 0 0 0 JOHN BLOOMSTROM DIRECTOR 2.00 13.00 X 0 0 0 JEFFREY CALDWELL DIRECTOR 2.00 14.00 X 0 0 0 BRIAN ELLIS DIRECTOR 2.00 14.00 X 0 0 0 L DEAN JONES DIRECTOR 2.00 14.00 X 0 0 0 BETH KELLY DIRECTOR 2.00 14.00 X 0 0 0 ROGER D MILLER DIRECTOR 2.00 18.00 X 0 0 0 FRED ROBBINS DIRECTOR 2.00 15.00 X 0 0 0 JANE A SEIGEL DIRECTOR 2.00 14.00 X 0 0 0 DEXTER COOLEY DIRECTOR - PART TIME 2.00 9.00 X 0 0 0 B DANIEL CARR CHIEF OPERATING OFFICER 2.00 48.00 X 0 281240 38885 MARK PRIFOGLE VP OPERATIONS 1.00 49.00 X 0 239224 45756 VIRGINIA CROMER DIRECTOR OF HEALTH SERVICE 40.00 0.00 X 126770 0 14709 CINDY L REECER DIRECTOR OF NURSING 40.00 0.00 X 111927 0 1147 LEAH J JEFFRIES ASSOCIATE EXECUTIVE DIRECTOR 40.00 0.00 X 118958 0 14227 BRENT WAYMIRE EXECUTIVE DIRECTOR 40.00 0.00 X 178178 0 17495 535833 1429522 246596 4 0 1 0 MORRISON COMMUNITY LIVING PO BOX 102289 ATLANTA GA 30368 FOOD SERVICES MGT 3511813 HTS IN XII INC 1411 W COUNTY LNE RD STE A GREENWOOD IN 46142 THERAPY 306600 DC ENTERPRISES 1203 E OHIO STREET FRANKFORT IN 46041 GENERAL CONTRACTOR 250661 WEAS ENGINEERING LLC PO BOX 550 WESTFIELD IN 46074 CONTRACTOR 209300 CENTIMARK CORPORATION PO BOX 536254 PITTSBURGH PA 15253 CONSTRUCTION 182278 9 80933 80933 MANAGEMENT FEES 623000 2065104 2065104 SERVICE FEES 623000 987417 987417 ENTRANCE FEE AMORTIZATION 525990 568332 568332 3620853 -5288 -5288 12000 12000 573418 0 573418 573418 573418 DEVELOPER FEES 900099 107907 107907 FARM INCOME 900099 7515 7515 115422 4397338 4302178 0 14227 2500 2500 749371 218919 530452 20545 6108 14437 72796 10104 62692 59610 17455 42155 168500 168500 2862 2862 5400 5400 5072 5072 137809 102211 35598 119759 115223 4536 44250 15880 28370 7777 1264 6513 60288 20071 40217 14338 3724 10614 3987 3987 285531 285531 1261661 1261661 441695 441695 DEVELOPMENT FUND EXPENS 200301 200301 REPAIRS AND RENOVATIONS 71711 58285 13426 DUES & SUBSCRIPTIONS 22490 22490 TAXES & LICENSES 11178 11178 49183 10883 38300 3818614 2330120 1488494 0 3274136 3094405 490359 548276 70831 50911 27280764 10072135 17336633 17208629 1315172 1497865 3019216 2880666 25506347 25280752 6128235 5958506 4343407 3975956 10955928 10213011 1310253 1597655 22737823 21745128 X 1915072 2682172 853452 853452 2768524 3535624 25506347 25280752 X 578724 128375 60001 X X 0 1 X 1 0 X 36622 46934 9622 103970 80933 278081 3364137 3580099 4094887 3516562 4302178 18857863 3400759 3627033 4104509 3620532 4383111 19135944 0 0 0 19135944 428243 978512 1532272 400629 6712 3346368 428243 978512 1532272 400629 6712 3346368 7515 7515 3829002 4605545 5636781 4021161 4397338 22489827 0.85090 0.82640 0.14880 0.17360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1064209 141683 18000 1187892 934843 147366 18000 1064209 1151711 -211376 5492 934843 1158480 143521 118000 32290 1151711 1836581 163594 841670 25 1158480 0.28154 0.71846 0.00000 0 0 278052 278052 20842733 7252330 13590403 5651540 2563162 3088378 508439 256643 251796 17208629 DEBT SERVICE RESERVE FUND 1343970 OTHER INVESTMENTS 853452 ASSET SWAP 682706 OTHER ASSETS 538 2880666 ESTIMATED REFUND OBLIGATION 1595304 ANNUITY CONTRACT PAYABLE 2351 1597655 X PART X, LINE 2: MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. SCHEDULE D, PART V, LINE 4 INTENDED USE OF ENDOWMENT FUNDS: THE SOLE PURPOSE OF THE WESLEY MANOR ENDOWMENT FUND SHALL BE TO PROVIDE BENEVOLENT ASSISTANCE FOR WORTHY INDIVIDUALS WHO HAVE APPLIED TO BECOME RESIDENTS, AND WHO WITHOUT ASSISTANCE WOULD NOT OTHERWISE BE ABLE TO FINANCIALLY QUALIFY FOR RESIDENCY. 0 1 0 0 0 0 0 1 0 JOHN S DATTILO DIRECTOR & PRESIDENT/CEO 0 456969 0 60000 0 0 0 25836 0 34501 0 577306 0 0 ROGER E WEIDEMAN II DIRECTOR & SVP/CFO 0 352089 0 40000 0 0 0 19539 0 34501 0 446129 0 0 B DANIEL CARR CHIEF OPERATING OFFICER 0 268112 0 13128 0 0 0 14027 0 24858 0 320125 0 0 MARK PRIFOGLE VP OPERATIONS 0 227974 0 11250 0 0 0 11958 0 33798 0 284980 0 0 BRENT WAYMIRE EXECUTIVE DIRECTOR 171335 0 6843 0 0 0 0 0 17495 0 195673 0 0 0 PART I, LINE 7 THE PERSONNEL NOMINATING COMMITTEE RECOMMENDS 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. THE OFFICES ARE COMPENSATED THROUGH A RELATED ORGANIZATION, BHI RETIREMENT COMMUNITIES. SCHEDULE J, 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. A CITY OF FRANKFORT INDIANA 2012-12-31 15625000 TO FINANCE AND REFINANCE PROJECT 0 0 0 A 5411989 15625000 1562500 270915 13791585 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 1 0 1 1 HUNTINGTON BANK 8.000000000000 0 0 0 0 0 A 1 SCHEDULE K, PART I, BOND ISSUE: (A) ISSUER NAME: CITY OF FRANKFORT, INDIANA (F) DESCRIPTION OF PURPOSE: TO FINANCE AND REFINANCE PROJECTS FORM 990, PART VI, SECTION A, LINE 6 BHI RETIREMENT COMMUNITIES IS THE MEMBER OF THE FILING ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A BHI RETIREMENT COMMUNITIES HAS THE RIGHT TO APPROVE/REMOVE BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B BHI RETIREMENT COMMUNITIES 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 CORPORATE OFFICERS REVIEW THE FORM 990 PRIOR TO THE FILING OF THE RETURN. THE FORM 990 IS ALSO REVIEWED BY THE BOARD OF DIRECTORS AND AN INDEPENDENT ACCOUNTING FIRM PRIOR TO THE FILING. FORM 990, PART VI, SECTION B, LINE 12C PROCESS FOR MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY: ALL WESLEY MANOR 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 WESLEY MANOR 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 CEO, CFO AND OTHER TOP MANAGEMENT OFFICIALS' COMPENSATION IS DETERMINED AND PAID BY THE PARENT ORGANIZATION, BHI RETIREMENT COMMUNITIES. 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 2024. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS, INCLUDING FORM 990 AND THE AUDITED FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND POLICIES ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: EQUITY TRANSFER TO WOODLAWN -502,446. AUDIT INVESTMENT ADJUSTMENT 562,447. FORM 990, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. WESLEY MANOR SOUTHSIDE GP LLC 1555 N MARKET STREET FRANKFORT IN 46041 473317698 SENIOR LIVING IN -19 588 WESLEY MANOR 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 RETIREMENT COMMUNITIES INC 8330 ALLISON POINTE TRAIL STE 300 INDIANAPOLIS IN 46250 260262903 SENIOR LIVING IN 501(C)(3) LINE 12A, I BHI SENIOR LIVING INC 1 BHI FOUNDATION INC 8330 ALLISON POINTE TRAIL STE 300 INDIANAPOLIS IN 46250 351680796 SENIOR LIVING IN 501(C)(3) LINE 12A, I BHI SENIOR LIVING INC 1 PRAIRIE LANDING COMMUNITY INC 8330 ALLISON POINTE TRAIL STE 300 INDIANAPOLIS IN 46250 262053830 SENIOR LIVING IN 501(C)(3) LINE 10 BHI RETIREMENT COMMUNITIES INC 1 FOUR SEASONS VILLAS INC 8330 ALLISON POINTE TRAIL STE 300 INDIANAPOLIS IN 46250 311011187 SENIOR LIVING IN 501(C)(3) LINE 10 BHI SENIOR LIVING INC 1 HOOSIER MANOR INC 8330 ALLISON POINTE TRAIL STE 300 INDIANAPOLIS IN 46250 311011190 SENIOR LIVING IN 501(C)(3) LINE 10 BHI SENIOR LIVING INC 1 MAPLE KNOLL COMMUNITIES INC 11100 SPRINGFIELD PIKE CINCINNATI OH 45246 310544277 SENIOR LIVING OH 501(C)(3) LINE 10 BHI RETIREMENT COMMUNITIES INC 1 MAPLE KNOLL FOUNDATION 11100 SPRINGFIELD PIKE CINCINNATI OH 45246 881290177 SENIOR LIVING OH 501(C)(3) LINE 10 BHI RETIREMENT COMMUNITIES INC 1 CLARK RETIREMENT COMMUNITY FOUNDATION 1551 FRANKLIN STREET SE GRAND RAPIDS MI 49506 383236052 SENIOR LIVING MI 501(C)(3) LINE 10 BHI RETIREMENT COMMUNITIES INC 1 CLARK RETIREMENT SERVICES COMPANY 1551 FRANKLIN STREET SE GRAND RAPIDS MI 49506 842692761 SENIOR LIVING MI 501(C)(3) LINE 12B, II BHI RETIREMENT COMMUNITIES INC 1 CLARK RETIREMENT COMMUNITY INC 1551 FRANKLIN STREET SE GRAND RAPIDS MI 49506 381366932 SENIOR LIVING MI 501(C)(3) LINE 10 BHI RETIREMENT COMMUNITIES INC 1 WESTMINSTER VILLAGE NORTH INC 8330 ALLISON POINTE TRAIL STE 300 INDIANAPOLIS IN 46250 311209757 SENIOR LIVING MI 501(C)(3) LINE 10 BHI RETIREMENT COMMUNITIES INC 1 WESLEY MANOR SOUTHSIDE LP 1555 N MARKET STREET FRANKFORT IN 46041 473330645 SENIOR LIVING IN WESLEY MANOR RELATED -19 588 0 1 0.00010 SLDEVELOPMENT INC 8330 ALLISON POINTE TRAIL STE 300 INDIANAPOLIS IN 46250 452664455 GOLF COURSE IN N/A C 1 BHI HOME CARE INC 8330 ALLISON POINTE TRAIL STE 300 INDIANAPOLIS IN 46250 475160712 HOME CARE IN N/A C 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 BHI RETIREMENT COMMUNITIES INC M 936000 FMV