BHI RETIREMENT COMMUNITIES INC: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- BHI RETIREMENT COMMUNITIES INC (EIN 26-0262903)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-09
- IRS object ID
- 202043149349303584
- Schema version
- 2019v5.1
- 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 | 2020-11-09T14:53:14-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 N Illinois Street | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | 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) |
|---|---|---|
| In Care Of | % ROGER E WEIDEMAN II | InCareOfNm |
| Business Name Control | BHIR | BusinessNameControlTxt |
| Phone | 3178733371 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5415 BEARBERRY LANE | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46268 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROGER E WIEDEMAN II | PersonNm |
| Person Title | SENIOR VP/CFO | PersonTitleTxt |
| Phone | 3178733371 | PhoneNum |
| Signature | 2020-11-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NICOLE B FISHBACK | PreparerPersonNm |
| PTIN | P01279475 | PTIN |
| Phone | 3173834000 | PhoneNum |
| Preparation | 2020-11-15 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 167.68.126.162 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 43033020203145000008 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-09 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | EFE46D61F927DD21E5CC83F276884B6E0B2390BA | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E43C2FEF5D838BC286DC3B96AF984EDC8464B4B8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | 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 | 5415 BEARBERRY LANE | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46268 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,967,168 | GrossReceiptsAmt |
| Group Return For Affiliates | false | 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 | 45 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,589,126 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,824,318 | CYProgramServiceRevenueAmt |
| PY Investment Income | $68,215 | PYInvestmentIncomeAmt |
| CY Investment Income | $110,300 | CYInvestmentIncomeAmt |
| PY Other Revenue | $34,050 | PYOtherRevenueAmt |
| CY Other Revenue | $32,550 | CYOtherRevenueAmt |
| PY Total Revenue | $3,691,391 | PYTotalRevenueAmt |
| CY Total Revenue | $3,967,168 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | 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 | $2,375,047 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,558,195 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,747,963 | PYOtherExpensesAmt |
| CY Other Expenses | $1,725,947 | CYOtherExpensesAmt |
| PY Total Expenses | $4,123,010 | PYTotalExpensesAmt |
| CY Total Expenses | $4,284,142 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$431,619 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$316,974 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $34,251,656 | TotalAssetsBOYAmt |
| Total Assets EOY | $45,717,674 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,010,072 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,166,857 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $33,241,584 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $44,550,817 | 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 | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $2,520,665 | ExpenseAmt |
| Revenue | $3,856,868 | 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, AND TREATMENT OF THE RESIDENTS OF SAID RETIREMENT HOMES. | Desc |
| Total Program Service Expenses | $2,520,665 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | false | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (true) | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | false | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 19 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 45 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | 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 | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | 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 | 5415 BEARBERRY LANE | AddressLine1Txt |
| City | INDIANAPOLIS | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46268 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 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 DATILLO | |||||||||
| DIRECTOR AND PRESIDENT/CEO | 40.0 | 4.0 | Yes (X) | Yes (X) | $295,370 | $0 | $1,229,172 | ||
| ROGER E WEIDEMAN II | |||||||||
| DIRECTOR AND SR. VICE PRESIDEN | 40.0 | 4.5 | Yes (X) | Yes (X) | $276,400 | $0 | $843,791 | ||
| DANIEL CARR | |||||||||
| VICE PRESIDENT AND COO | 40.0 | 4.0 | $241,568 | $0 | $35,044 | Yes (X) | |||
| TONY CONAWAY | |||||||||
| IT DIRECTOR | 40.0 | 0.0 | $131,135 | $0 | $31,691 | Yes (X) | |||
| CHRISTOPHER J BYRDE | |||||||||
| CONTROLLER | 40.0 | 0.0 | $149,648 | $0 | $10,576 | Yes (X) | |||
| NANCY NELSON | |||||||||
| MARKETING DIRECTOR | 40.0 | 0.0 | $124,985 | $0 | $27,090 | Yes (X) | |||
| WILLIAM R HURT | |||||||||
| DIRECTOR | 2.0 | 4.5 | Yes (X) | $0 | $0 | $0 | |||
| WENDY L MEREDITH | |||||||||
| DIRECTOR AND SECRETARY | 2.0 | 4.5 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JANE A SEIGEL | |||||||||
| DIRECTOR AND CHAIRPERSON | 2.0 | 4.5 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| DEXTER H COOLEY | |||||||||
| DIRECTOR | 2.0 | 4.5 | Yes (X) | $0 | $0 | $0 | |||
| L DEAN JONES | |||||||||
| DIRECTOR | 2.0 | 4.5 | Yes (X) | $0 | $0 | $0 | |||
| HARRY H KENNERK | |||||||||
| DIRECTOR | 2.0 | 6.5 | Yes (X) | $0 | $0 | $0 | |||
| RONALD S LANE | |||||||||
| DIRECTOR (END 6/30/19) | 2.0 | 6.5 | Yes (X) | $0 | $0 | $0 | |||
| JOHN D LIPSON | |||||||||
| DIRECTOR | 2.0 | 4.5 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY A TERP | |||||||||
| DIRECTOR & ASSISTANT SECRETARY | 2.0 | 4.5 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| ROGER D MILLER | |||||||||
| DIRECTOR | 2.0 | 4.5 | Yes (X) | $0 | $0 | $0 | |||
| JANE RICHARDSON | |||||||||
| DIRECTOR AND VICE CHAIRPERSON | 2.0 | 4.5 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JEFFREY CALDWELL | |||||||||
| DIRECTOR | 2.0 | 4.5 | Yes (X) | $0 | $0 | $0 | |||
| SHAWNA GOTTLIEB | |||||||||
| DIRECTOR | 2.0 | 4.5 | Yes (X) | $0 | $0 | $0 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,219,106 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $2,177,364 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 6 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| NEWPATH TECHNOLOGIES | |||||
| 12289 HANCOCK STREET SUITE 35 | CARMEL | IN | 46032 | TECHNOLOGY SERVICES | $270,707 |
| CENTURY LINK | |||||
| PO BOX 910182 | DENVER | CO | 802910182 | TECHNOLOGY SERVICES | $106,699 |
| ICE MILLER LLP | |||||
| PO BOX 68 | INDIANAPOLIS | IN | 462060068 | LEGAL | $367,004 |
| FIFTH THIRD BANK | |||||
| PO BOX 630900 | CINCINNATI | OH | 452630900 | BANKING | $110,291 |
| BKD LLP | |||||
| 201 N ILLINOIS STREET SUITE 700 | INDIANAPOLIS | IN | 462440998 | ACCOUNTING | $101,780 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Total Contributions | $0 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MANAGEMENT FEES | Desc |
| Business | 623000 | BusinessCd |
| Total Revenue Column | $3,824,318 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,824,318 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,824,318 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $110,300 | TotalRevenueColumnAmt |
| Exclusion | $110,300 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $32,550 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $32,550 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $32,550 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $32,550 | RelatedOrExemptFuncIncomeAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $0 | FundraisingGrossIncomeAmt |
| Fundraising Direct Expenses | $0 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,967,168 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $3,856,868 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $110,300 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $813,338 | TotalAmt |
| Program Services | $162,668 | ProgramServicesAmt |
| Management And General | $650,670 | ManagementAndGeneralAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,229,487 | TotalAmt |
| Program Services | $1,134,549 | ProgramServicesAmt |
| Management And General | $94,938 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,885 | TotalAmt |
| Program Services | $58,348 | ProgramServicesAmt |
| Management And General | $33,537 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $288,282 | TotalAmt |
| Program Services | $183,062 | ProgramServicesAmt |
| Management And General | $105,220 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $135,203 | TotalAmt |
| Program Services | $85,855 | ProgramServicesAmt |
| Management And General | $49,348 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,323 | TotalAmt |
| Management And General | $39,323 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,780 | TotalAmt |
| Management And General | $101,780 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,755 | TotalAmt |
| Management And General | $1,755 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $29,939 | TotalAmt |
| Program Services | $14,970 | ProgramServicesAmt |
| Management And General | $14,969 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $911,801 | TotalAmt |
| Program Services | $455,901 | ProgramServicesAmt |
| Management And General | $455,900 | ManagementAndGeneralAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,975 | TotalAmt |
| Program Services | $15,487 | ProgramServicesAmt |
| Management And General | $15,488 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $237,613 | TotalAmt |
| Program Services | $118,807 | ProgramServicesAmt |
| Management And General | $118,806 | ManagementAndGeneralAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,531 | TotalAmt |
| Program Services | $48,765 | ProgramServicesAmt |
| Management And General | $48,766 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| MISCELLANEOUS EXPENSE | $58,012 | $29,006 | $29,006 |
| SPECIAL PROJECTS | $14,034 | $14,034 | |
| CONTRACTS AND SERVICES | $195,242 | $195,242 | |
| DUES AND SUBSCRIPTIONS | $7,942 | $3,971 | $3,971 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,284,142 | TotalAmt |
| Program Services | $2,520,665 | ProgramServicesAmt |
| Management And General | $1,763,477 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,748,181 | BOYAmt |
| EOY | $3,855,716 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,367,590 | BOYAmt |
| EOY | $4,712,153 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,768 | BOYAmt |
| EOY | $76,282 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $9,531,022 | LandBldgEquipCostOrOtherBssAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,332,076 | BOYAmt |
| EOY | $9,531,022 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,577,119 | BOYAmt |
| EOY | $1,607,903 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,149,922 | BOYAmt |
| EOY | $25,934,598 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,251,656 | BOYAmt |
| EOY | $45,717,674 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,010,072 | BOYAmt |
| EOY | $1,166,857 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,010,072 | BOYAmt |
| EOY | $1,166,857 | 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 | $33,241,584 | BOYAmt |
| EOY | $44,550,817 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $33,241,584 | BOYAmt |
| EOY | $44,550,817 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $34,251,656 | BOYAmt |
| EOY | $45,717,674 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$316,974 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $21,495 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $11,604,712 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Supporting Organization509a3 | Yes (X) | SupportingOrganization509a3Ind |
| Supporting Org Type1 | Yes (X) | SupportingOrgType1Ind |
| IRS Written Determination | Yes (X) | IRSWrittenDeterminationInd |
| 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 (true) | 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 (true) | ListedByNameGoverningDocInd |
| Suprt Org No IRS Determination | false | SuprtOrgNoIRSDeterminationInd |
| Supported Org Section C456 | false | SupportedOrgSectionC456Ind |
| Supported Org Not Organized US | false | SupportedOrgNotOrganizedUSInd |
| Organization Change Suprt Org | false | OrganizationChangeSuprtOrgInd |
| Support Non Supported Org | false | SupportNonSupportedOrgInd |
| Payment Substantial Contribtr | false | PaymentSubstantialContribtrInd |
| Loan Disqualified Person | false | LoanDisqualifiedPersonInd |
| Controlled Disqualified Prsn | false | ControlledDisqualifiedPrsnInd |
| Disqualified Prsn Controll Int | false | DisqualifiedPrsnControllIntInd |
| Disqualified Prsn Ownr Int | false | DisqualifiedPrsnOwnrIntInd |
| Excess Business Holdings Rules | false | ExcessBusinessHoldingsRulesInd |
| Contribution Controller | false | ContributionControllerInd |
| Contribution Family | false | ContributionFamilyInd |
| Contribution35 Controlled | false | Contribution35ControlledInd |
Form990 Sch A Type1 Suprt Org Form990SchAType1SuprtOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Power Appoint Majority Dir Trst | Yes (true) | PowerAppointMajorityDirTrstInd |
| Operate Benefit Non Suprt Org | false | OperateBenefitNonSuprtOrgInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $4,771,360 | InvestmentCostOrOtherBasisAmt |
| Book Value | $4,771,360 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Buildings | BuildingsGrp | |
| Leasehold Improvements | LeaseholdImprovementsGrp | |
| Equipment | EquipmentGrp |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,759,662 | OtherCostOrOtherBasisAmt |
| Book Value | $4,759,662 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $9,531,022 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| INVESTMENT IN SLDEVELOPMENT | $4,277,701 |
| INVESTMENT IN WESLEY MANOR | $2,366,635 |
| INVESTMENT IN BHI HOME HEALTH | $1,738,840 |
| INVESTMENT IN BARRINGTON | $17,551,422 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $25,934,598 | TotalBookValueOtherAssetsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE D PART X, LINE 2 | FormAndLineReferenceDesc |
| Explanation | ASC 740 DISCLOSURE: 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. | 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 | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | Yes (true) | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (6 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 DATILLO | ||||||||||||||
| DIRECTOR AND PRESIDENT/CEO | $272,870 | $0 | $22,500 | $0 | $0 | $0 | $14,000 | $1,188,000 | $27,172 | $0 | $336,542 | $1,188,000 | $0 | $0 |
| ROGER E WEIDEMAN II | ||||||||||||||
| DIRECTOR AND SR. VICE PRESIDEN | $256,400 | $0 | $20,000 | $0 | $0 | $0 | $13,460 | $804,400 | $25,931 | $0 | $315,791 | $804,400 | $0 | $0 |
| TONY CONAWAY | ||||||||||||||
| IT DIRECTOR | $125,965 | $0 | $5,170 | $0 | $0 | $0 | $6,557 | $0 | $25,134 | $0 | $162,826 | $0 | $0 | $0 |
| CHRISTOPHER J BYRDE | ||||||||||||||
| CONTROLLER | $146,478 | $0 | $3,170 | $0 | $0 | $0 | $7,482 | $0 | $3,094 | $0 | $160,224 | $0 | $0 | $0 |
| NANCY NELSON | ||||||||||||||
| MARKETING DIRECTOR | $119,815 | $0 | $5,170 | $0 | $0 | $0 | $6,249 | $0 | $20,841 | $0 | $152,075 | $0 | $0 | $0 |
| DANIEL CARR | ||||||||||||||
| VICE PRESIDENT AND COO | $226,568 | $0 | $15,000 | $0 | $0 | $0 | $11,817 | $0 | $23,227 | $0 | $276,612 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE J, PART I, LINE 4B | NONQUALIFIED RETIREMENT PLAN: A 457(F) DEFERRED COMPENSATION PLAN WAS SET UP FOR JOHN DATILLO AND ROGER WEIDEMAN IN APRIL OF 2019 FOR $1,188,000 and $804,400 RESPECTIVELY. JOHN DATILLO'S PLAN BEGINS VESTING IN 2031 AND ROGER WEIDEMAN'S PLAN BEGINS VESTING IN 2034. |
| SCHEDULE J, PART I, LINE 7 | NONFIXED PAYMENTS: 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 2019. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | PROCESS TO REVIEW THE FORM 990: 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 | PROCESS FOR MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY: 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 15A & 15B | REVIEW OF CEO AND MANAGEMENT COMPENSATION: 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 2019. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC: THE FORM 990 IS AVAILABLE UPON REQUEST AT THE MAIN OFFICE, 5415 BEARBERRY LANE, INDIANAPOLIS, IN 46268. THE OTHER GOVERNING DOCUMENTS HAVE NOT GENERALLY BEEN MADE AVAILABLE TO THE PUBLIC. |
| FORM 990, PART XI, LINE 9 | OTHER CHANGES IN NET ASSETS OR FUND BALANCES: ADDITIONAL INVESTMENT FROM BHI SENIOR LIVING, INC $12,500,000 LOSS FROM SL DEVELOPMENT, INC. (563,533) INCOME FORM BHI HOME CARE, INC. 507,090 INCOME FROM WESLEY MANOR, INC. 62,893 LOSS FROM BARRINGTON OF CARMEL (465,578) LOSS FROM HEART IN HOME (436,160) ---------- $11,604,712 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESLEY MANOR SOUTHSIDE GP LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1555 N MAIN STREET | AddressLine1Txt |
| City | FRANKFORT | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46041 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 473317698 | EIN |
| Primary Activities | SENIOR LIVING | PrimaryActivitiesTxt |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Total Income | -$226,020 | TotalIncomeAmt |
| End Of Year Assets | $6,749,103 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESLEY MANOR | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| HOOSIER MANOR INC | ||||||||||
| 5415 BEARBERRY LANE | INDIANAPOLIS | IN | 46268 | 311011190 | SENIOR LIVING | IN | 501(C)(3) | 10 | BHI SL | Yes (true) |
| FOUR SEASONS VILLAS INC | ||||||||||
| 5415 BEARBERRY LANE | INDIANAPOLIS | IN | 46268 | 311011187 | SENIOR LIVING | IN | 501(C)(3) | 10 | BHI SL | Yes (true) |
| BHI SENIOR LIVING INC | ||||||||||
| 5415 BEARBERRY LANE | INDIANAPOLIS | IN | 46241 | 350931432 | SENIOR LIVING | IN | 501(C)(3) | 10 | NA | false |
| BHI FOUNDATION INC | ||||||||||
| 5415 BEARBERRY LANE | INDIANAPOLIS | IN | 46268 | 351680796 | SENIOR LIVING | IN | 501(C)(3) | 12, TYPE I | BHI SL | Yes (true) |
| PRAIRIE LANDING COMMUNITY INC | ||||||||||
| 5415 BEARBERRY LANE | INDIANAPOLIS | IN | 46268 | 262053830 | SENIOR LIVING | IN | 501(C)(3) | 10 | BHI RC | Yes (true) |
| WESLEY MANOR INC | ||||||||||
| 5415 BEARBERRY LANE | INDIANAPOLIS | IN | 46268 | 351020934 | SENIOR LIVING | IN | 501(C)(3) | 10 | BHI RC | Yes (true) |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Predominant Income TypePredominantIncomeTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | Disproportionate AllocationsDisproportionateAllocationsInd | UBI Code VUBICodeVAmt | General Or Managing PartnerGeneralOrManagingPartnerInd | OwnershipOwnershipPct |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WESLEY MANOR SOUTHSIDE LP | ||||||||||||||
| 1555 N MAIN STREET | FRANKFORT | IN | 46041 | 473330645 | SENIOR LIVING | IN | WESLEY MANOR | RELATED | -$226,020 | $6,749,103 | false | $0 | Yes (true) | 0.00010 |
| HEART IN HOME OF INDIANA LLC | ||||||||||||||
| 494 S EMERSON AVE STE I-2 | GREENWOOD | IN | 46143 | 841756062 | SENIOR LIVING | IN | BHI HOME CARE | UNRELATED | -$623,654 | $1,817,945 | Yes (true) | $0 | Yes (true) | 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 | ||||||||||||
| 5415 BEARBERRY LANE | INDIANAPOLIS | IN | 46268 | 452664455 | GOLF COURSE | IN | BHI RC | C CORP | $2,120,990 | $5,468,084 | 1.00000 | Yes (true) |
| BHI HOME CARE INC | ||||||||||||
| 5415 BEARBERRY LANE | INDIANAPOLIS | IN | 46268 | 475160712 | HOME CARE | IN | BHI RC | C CORP | $1,004,439 | $848,267 | 1.00000 | Yes (true) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (true) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (true) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | false | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (true) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| BHI SENIOR LIVING INC | ||
| C | $12,500,000 | CASH |
| BHI FOUNDATION INC | ||
| L | $51,840 | CASH |
| BHI SENIOR LIVING INC | ||
| S | $3,000,000 | CASH |
| BHI HOME CARE INC | ||
| B | $1,400,000 | CASH |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART III, LINE 2 | FormAndLineReferenceDesc |
| Explanation | BHI HOME CARE IS A 50% OWNER IN HEART IN HOME OF INDIANA INC. BHI HOME CARE IS OWNED 100% BY BHI RETIREMENT COMMUNITIES, INC. | ExplanationTxt |