2014-08-12T10:46:15-05:00 2013-12-31 BKD LLP 201 N Illinois Street Indianapolis IN 46204 990 2013-01-01 350931432 BHI SENIOR LIVING INC % ROGER E WEIDEMAN II BHIS 3178733371 5415 BEARBERRY LANE Suite INDIANAPOLIS IN 46268 ROGER E WEIDEMAN II VICE PRESIDENT/CFO 3178733371 2014-08-15 true NICOLE B FISHBACK 3173834000 2013 2015-11-30 17:44:51Z ROGER E WEIDEMAN II 5415 BEARBERRY LANE INDIANAPOLIS IN 46268 47171882 false X N/A X 1903 IN THE MISSION OF BHI SENIOR LIVING, INC. IS TO ENHANCE THE QUALITY OF TO ENHANCE THE QUALITY OF LIFE FOR OLDER ADULTS WITHIN A SECURE ENVIRONMENT. 14 12 727 20 1672 598 174901 261255 35725396 37552760 1603018 2141580 0 0 37503315 39955595 0 0 0 0 17296641 18305242 0 0 64011 18332473 19671341 35629114 37976583 1874201 1979012 151314051 180110280 110453538 133943631 40860513 46166649 THE MISSION OF BHI SENIOR LIVING, 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 SPIRITUAL DEVELOPMENT. false false 32260541 38174866 BHI SENIOR LIVING, INC IS A NOT-FOR-PROFIT CORPORATION, PROVIDING CONTINUING CARE SERVICES TO THE ELDERLY UNDER THE TERMS OF CONTINUING CARE AGREEMENTS. 32260541 true true false false false false false false false true true false false true false false false true false false false false false false false false false false false true true false false false false false false false false false false false false false false false true true true false false true 133 0 true 727 true true true false false false false false false false false false X 14 12 true false false false false false false true true false false true true true true true true true true false IN X ROGER E WEIDEMAN II 3178733371 5415 BEARBERRY LANE INDIANAPOLIS IN 46268 RICHARD H KEENAN PRESIDENT/CEO 40.0 4.5 X X 293692 0 23394 ROGER E WEIDEMAN II VICE PRESIDENT/CFO 40.0 6.0 X X 171640 25056 WILLIAM B BYRUM DIRECTOR 1.0 1.5 X 0 HARRY H KENNERK DIRECTOR/CHAIRPERSON 3.0 2.5 X X 0 JANE A SEIGEL DIRECTOR/SECRETARY 3.0 2.5 X X 0 WENDY L MEREDITH DIRECTOR/ASSISTANT SECRETARY 1.0 5.5 X X 0 NORMAN D CURRY DIRECTOR 1.0 5.5 X 0 DR MARVIN A HENRY DIRECTOR 1.0 7.5 X 0 WILLIAM R HURT DIRECTOR/VICE-CHAIR 2.0 4.5 X X 0 RONALD S LANE DIRECTOR 1.0 7.5 X 0 MARGARET A MCFRYE DIRECTOR 1.0 7.5 X 0 ROGER D MILLER DIRECTOR 1.0 5.5 X 0 MARJORIE D PAUSZEK DIRECTOR 1.0 1.5 X 0 JANE RICHARDSON DIRECTOR 1.0 1.0 X 0 JOHN DATTILO VP OF OPERATIONS 40.0 X 174774 15551 SALLY SPENCER KEENAN EXECUTIVE DIRECTOR - HV 40.0 X 166743 16682 B DANIEL CARR EXECUTIVE DIRECTOR - TH 40.0 X 154196 20208 REBECCA STENNER EXECUTIVE DIRECTOR - FS 40.0 0.0 X 101807 14356 1062852 0 115247 6 false true false MESSER CONSTRUCTION 5158 FISHWICK DRIVE CINCINNATI OH 46216 GENERAL CONTRACTOR 8860448 MORRISON MANAGEMENT SPECIALISTS PO BOX 402289 ATLANTA GA 30368 FOOD SERVICE MGMT 1507003 HEALTHCARE THERAPY SERVICES 1411 W COUNTY LINE ROAD SUITE A GREENWOOD IN 46142 THERAPY SERVICES 1198064 GRANDVIEW PHARMACY PO BOX 926 CONNERSVILLE IN 47331 PHARMACY SERVICES 953160 BEDROCK BUILDERS 14701 CUMBERLAND ROAD SUITE 170 NOBLESVILLE IN 46060 GENERAL CONTRACTOR 2538469 17 261255 261255 SERVICE FEES 623000 30001711 30001711 ANCILLARY SERVICES 623000 5103075 5103075 ENTRANCE FEES 623000 2212263 2212263 PROCESS AND APPLICATION 623000 140250 140250 HUD MANAGEMENT FEE 623000 68938 68938 26523 26523 37552760 1165503 1672 1163831 0 0 0 0 0 7499936 692428 7057395 158892 442541 533536 976077 533536 442541 0 0 0 0 39955595 38086296 1672 1606372 0 0 0 0 961046 339670 557365 64011 0 13912036 13096453 815583 0 335532 281717 53815 0 2031850 1853915 177935 0 1064778 981972 82806 0 0 79154 0 79154 0 31810 0 31810 0 0 0 149943 0 149943 0 2599983 2521811 78172 0 224741 224741 0 0 0 0 0 2044656 2023178 21478 0 112110 60205 51905 0 0 77696 24773 52923 0 3128821 505900 2622921 0 0 4648427 4611499 36928 0 534646 534646 0 0 FOOD & SUPPLIES 2759488 2580176 179312 0 NURSING EXPENSES 1628160 1628160 0 0 COMPUTER MAINTENANCE 594685 67201 527484 0 EQUIPMENT REPAIRS 83700 83700 0 0 973321 840824 132497 37976583 32260541 5652031 64011 83589 77228 4516449 10133450 0 0 2514738 2304046 0 0 0 0 0 0 156203 158743 465431 447798 149601496 47114988 92797082 102486508 28971954 33918580 7372516 7738135 0 0 0 0 14436089 22845792 151314051 180110280 6174531 4160867 0 0 32738583 37567124 71540424 92215640 0 0 0 0 0 0 0 0 0 0 110453538 133943631 X 40860513 46166649 0 0 0 0 40860513 46166649 151314051 180110280 1979012 3327124 X false true X true false X 73351 142286 160904 174901 172685 724127 33607125 33903065 35800571 35634793 37641330 176586884 0 0 0 33680476 34045351 35961475 35809694 37814015 177311011 0 0 0 177311011 825087 911280 867837 1356650 1163831 5124685 1159 508 1667 825087 911280 867837 1357809 1164339 5126352 0 0 34505563 34956631 36829312 37167503 38978354 182437363 0.97190 0.96771 0.02810 0.03229 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 694613 111349 20000 785962 640023 80990 20000 6400 694613 661524 -1501 20000 640023 621033 60491 20000 661524 515546 105487 621033 0.36384 0.63616 false true true 8461312 8461312 103574934 33325312 70249622 19342914 9707743 9635171 18222336 4081933 14140403 102486508 DEFERRED FINANCING COSTS 1527404 ESCROW FUNDS FOR BONDS 21318388 22845792 SCHEDULE D, PART V, LINE 4 THE ENDOWMENT IS HELD BY BHI FOUNDATION, INC., A RELATED ORGANIZATION, TO SUPPORT OPERATIONS OF BHI SENIOR LIVING, INC. THE $500,000 MUST BE PERMANENTLY HELD WITH THE EARNINGS TO BE USED FOR LANDSCAPING WAGES AND EXPENSES AT THE FOUR SEASONS CAMPUS IN COLUMBUS, IN. 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. X X X false false false false false false false true false RICHARD H KEENAN PRESIDENT/CEO 283692 0 10000 0 0 0 12750 0 10644 0 317086 0 0 0 ROGER E WEIDEMAN II VICE PRESIDENT/CFO 161640 10000 8841 16215 196696 JOHN DATTILO VP OF OPERATIONS 161673 10000 3101 7527 8024 190325 SALLY SPENCER KEENAN EXECUTIVE DIRECTOR - HV 156743 10000 0 8180 8502 183425 B DANIEL CARR EXECUTIVE DIRECTOR - TH 144379 7000 2817 7990 12218 174404 SCHEDULE J, 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. A INDIANA HEALTH AND EDUCATIONAL FACILITY FINANCE 351611409 454795AY1 2005-12-21 48638627 SEE ATTACHMENT false false false B INDIANA FINANCE AUTHORITY 351602316 455057L23 2011-10-11 28753388 SEE ATTACHMENT false false false C INDIANA FINANCE AUTHORITY 351602316 45506DKC8 2013-08-15 21687097 SEE ATTACHMENT false false false A 0 0 48638627 3208245 0 0 723301 0 0 21844231 0 0 2009 true false true true B 0 0 28753388 2107800 0 0 565057 0 0 18492211 0 0 2013 false false true true C 0 0 21687097 2634300 0 0 433742 0 0 5379533 0 13239522 false false false true A false false true true false 0 true false false true B false false true true false 0 true false false true C false false true true false 0 true false false true A true false false 0 false 0 false false B false true false false 0 false 0 false false C false true false false 0 false 0 false false A true B true C true DESCRIPTION OF PURPOSE SCHEDULE K, PART 1, LINE A(F) TO MAKE CERTAIN CAPITAL ADDITIONS AND IMPROVEMENTS TO THE ORGANIZATION'S FACILITIES; TO REFUND THE OUTSTANDING BALANCE OF THE INDIANA HEALTH AND EDUCATIONAL FACILITY FINANCING AUTHORITY VARIABLE RATE DEMAND REVENUE BONDS (BHI SENIOR LIVING, INC. FORMERLY KNOWN AS BAPTIST HOMES OF INDIANA) SERIES 2000 ORIGINALLY ISSUED ON NOVEMBER 1, 2000; TO FUND A DEBT SERVICE RESERVE FUND; AND TO PAY FOR CERTAIN COSTS IN CONNECTION WITH THE ISSUANCE OF THE SERIES 2005 BONDS. DESCRIPTION OF PURPOSE SCHEDULE K, PART 1, LINE B(F) TO MAKE CERTAIN CAPITAL ADDITIONS AND IMPROVEMENTS TO THE ORGANIZATION'S FACILITIES; TO FUND A DEBT SERVICE RESERVE FUND FOR THE SERIES 2011 BONDS; AND TO PAY FOR CERTAIN COSTS IN CONNECTION WITH THE ISSUANCE OF THE SERIES 2011 BONDS. DESCRIPTION OF PURPOSE SCHEDULE K, PART 1, LINE C(F) TO MAKE CERTAIN CAPITAL ADDITIONS AND IMPROVEMENTS TO THE ORGANIZATION'S FACILITIES; TO FUND A DEBT SERVICE RESERVE FUND FOR THE SERIES 2013 BONDS; AND TO PAY FOR CERTAIN COSTS IN CONNECTION WITH THE ISSUANCE OF THE SERIES 2013 BONDS. RELATIONSHIP WITH ANOTHER OFFICER, DIRECTOR, TRUSTEE, OR KEY EMPLOYEE FORM 990, PART VI, QUESTION 2 RICHARD KEENAN (PRESIDENT, CEO) AND SALLY SPENCER KEENAN (EXECUTIVE DIRECTOR OF HOOSIER VILLAGE) HAVE A FAMILY RELATIONSHIP. PROCESS TO REVIEW THE FORM 990 FORM 990, PART VI, QUESTION 11B THE CFO AND THE CEO HAVE REVIEWED THE 990 PRIOR TO FILING. A DRAFT COPY OF THE 990 IS MADE AVAILABLE TO ALL DIRECTORS FOR THEIR REVIEW BEFORE FILING. THE FORM 990 IS ALSO REVIEWED BY AN INDEPENDENT ACCOUNTING FIRM PRIOR TO FILING. PROCESS FOR MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY FORM 990, PART VI, QUESTION 12C ANNUALLY, PRIOR TO THE ANNUAL MEETING, EACH BOARD MEMBER AND KEY STAFF COMPLETE A CONFLICT OF INTEREST FORM. THE FORMS ARE REVIEWED BY THE CORPORATE COMPLIANCE OFFICER, WHO REPORTS THE FINDINGS TO THE COMPLIANCE COMMITTEE OF THE BOARD. ANY NOTATIONS ON THE FORM ARE REVIEWED AND APPROVED BY THE COMMITTEE WHICH IN TURN REPORTS THE POTENTIAL CONFLICTS TO THE BOARD FOR REVIEW AND APPROVAL. IF A CONFLICT EXISTS, IT IS ACKNOWLEDGED AND THE MEMBER ABSTAINS FROM DISCUSSION AND VOTING ON THE CONFLICTIVE ITEM/ISSUE. REVIEW OF CEO AND MANAGEMENT COMPENSATION FORM 990, PART VI, QUESTION 15A & 15B PERSONNEL COMMITTEE RECOMMENDS SALARY OF 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 EVALUATIONS, AND JOB DESCRIPTIONS. GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC FORM 990, PART VI, QUESTION 19 THE FORM 990 IS AVAILABLE AT THE MAIN OFFICE, 5415 BEARBERRY LANE, INDIANAPOLIS, IN 46268. THE ORGANIZATION HAS NOT MADE THE OTHER GOVERNING DOCUMENTS GENERALLY AVAILABLE TO THE PUBLIC. HOOSIER MANOR INC 5415 BEARBERRY LANE INDIANAPOLIS IN 46268 311011190 SENIOR LIVING IN 501(C)3 9 BHI SL true FOUR SEASONS VILLAS INC 5415 BEARBERRY LANE INDIANAPOLIS IN 46268 311011187 SENIOR LIVING IN 501(C)3 9 BHI SL true BHI FOUNDATION INC 5415 BEARBERRY LANE INDIANAPOLIS IN 46268 351680796 SENIOR LIVING IN 501(C)3 11A BHI SL true BHI RETIREMENT COMMUNITIES INC 5415 BEARBERRY LANE INDIANAPOLIS IN 46268 260262903 SENIOR LIVING IN 501(C)3 11A BHI SL true PRAIRIE LANDING COMMUNITY INC 5415 BEARBERRY LANE INDIANAPOLIS IN 46268 262053830 SENIOR LIVING IN 501(C)3 9 BHI SL true SLDEVELOPMENT INC 5415 BEARBERRY LANE INDIANAPOLIS IN 46268 452664455 GOLF COURSE IN BHI RC C CORP -192747 3233780 1.00000 true false true true true false false false false false false false true false true true false true true false