WESLEY MANOR INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- WESLEY MANOR INC (EIN 35-1020934)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-10
- IRS object ID
- 202543149349303829
- Schema version
- 2024v5.2
- 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 | 2025-11-10T13:40:17-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331498605 | 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 | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351020934 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESLEY MANOR INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WESL | BusinessNameControlTxt |
| Phone | 7656591811 | PhoneNum |
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 |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROGER E WEIDEMAN II | PersonNm |
| Person Title | SVP/CFO | PersonTitleTxt |
| Phone | 3178733371 | PhoneNum |
| Signature | 2025-11-07 | 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 | 2025-11-05 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | 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 | $4,397,338 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.WESLEYMANOR.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1961 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | 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. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 202 | TotalEmployeeCnt |
| Total Volunteers | 19 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $103,970 | PYContributionsGrantsAmt |
| CY Contributions Grants | $80,933 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $3,472,558 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $3,620,853 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$179,112 | PYInvestmentIncomeAmt |
| CY Investment Income | -$5,288 | CYInvestmentIncomeAmt |
| PY Other Revenue | $631,260 | PYOtherRevenueAmt |
| CY Other Revenue | $700,840 | CYOtherRevenueAmt |
| PY Total Revenue | $4,028,676 | PYTotalRevenueAmt |
| CY Total Revenue | $4,397,338 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $2,500 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $825,949 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $902,322 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,531,111 | PYOtherExpensesAmt |
| CY Other Expenses | $2,913,792 | CYOtherExpensesAmt |
| PY Total Expenses | $3,357,060 | PYTotalExpensesAmt |
| CY Total Expenses | $3,818,614 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $671,616 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $578,724 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $25,506,347 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,280,752 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $22,737,823 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $21,745,128 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,768,524 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,535,624 | NetAssetsOrFundBalancesEOYAmt |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $512,626 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $946,479 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $605,831 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $1,118,566 | RevenueAmt |
| Desc | 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. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,211,663 | ExpenseAmt |
| Grant | $2,500 | GrantAmt |
| Revenue | $2,237,133 | RevenueAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,330,120 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| 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 | Yes (1) | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 34 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 202 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (1) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (1) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROGER E WEIDEMAN II | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (20 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 | 2.00 | 48.00 | Yes (X) | Yes (X) | $0 | $516,969 | $60,337 | ||
| ROGER E WEIDEMAN II | |||||||||
| DIRECTOR & SVP/CFO | 2.00 | 48.00 | Yes (X) | Yes (X) | $0 | $392,089 | $54,040 | ||
| JANE A RICHARDSON | |||||||||
| DIRECTOR & CHAIRPERSON | 2.00 | 16.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JEFFERY A TERP | |||||||||
| DIRECTOR & VICE CHAIRPERSON | 2.00 | 14.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| WENDY L MEREDITH | |||||||||
| DIRECTOR & SECRETARY | 2.00 | 18.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| JOHN BLOOMSTROM | |||||||||
| DIRECTOR | 2.00 | 13.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFFREY CALDWELL | |||||||||
| DIRECTOR | 2.00 | 14.00 | Yes (X) | $0 | $0 | $0 | |||
| BRIAN ELLIS | |||||||||
| DIRECTOR | 2.00 | 14.00 | Yes (X) | $0 | $0 | $0 | |||
| L DEAN JONES | |||||||||
| DIRECTOR | 2.00 | 14.00 | Yes (X) | $0 | $0 | $0 | |||
| BETH KELLY | |||||||||
| DIRECTOR | 2.00 | 14.00 | Yes (X) | $0 | $0 | $0 | |||
| ROGER D MILLER | |||||||||
| DIRECTOR | 2.00 | 18.00 | Yes (X) | $0 | $0 | $0 | |||
| FRED ROBBINS | |||||||||
| DIRECTOR | 2.00 | 15.00 | Yes (X) | $0 | $0 | $0 | |||
| JANE A SEIGEL | |||||||||
| DIRECTOR | 2.00 | 14.00 | Yes (X) | $0 | $0 | $0 | |||
| DEXTER COOLEY | |||||||||
| DIRECTOR - PART TIME | 2.00 | 9.00 | Yes (X) | $0 | $0 | $0 | |||
| B DANIEL CARR | |||||||||
| CHIEF OPERATING OFFICER | 2.00 | 48.00 | Yes (X) | $0 | $281,240 | $38,885 | |||
| MARK PRIFOGLE | |||||||||
| VP OPERATIONS | 1.00 | 49.00 | $0 | $239,224 | $45,756 | Yes (X) | |||
| VIRGINIA CROMER | |||||||||
| DIRECTOR OF HEALTH SERVICE | 40.00 | 0.00 | $126,770 | $0 | $14,709 | Yes (X) | |||
| CINDY L REECER | |||||||||
| DIRECTOR OF NURSING | 40.00 | 0.00 | $111,927 | $0 | $1,147 | Yes (X) | |||
| LEAH J JEFFRIES | |||||||||
| ASSOCIATE EXECUTIVE DIRECTOR | 40.00 | 0.00 | $118,958 | $0 | $14,227 | Yes (X) | |||
| BRENT WAYMIRE | |||||||||
| EXECUTIVE DIRECTOR | 40.00 | 0.00 | $178,178 | $0 | $17,495 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $535,833 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,429,522 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $246,596 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 4 | 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 |
|---|---|---|---|---|---|
| MORRISON COMMUNITY LIVING | |||||
| PO BOX 102289 | ATLANTA | GA | 30368 | FOOD SERVICES MGT | $3,511,813 |
| HTS IN XII INC | |||||
| 1411 W COUNTY LNE RD STE A | GREENWOOD | IN | 46142 | THERAPY | $306,600 |
| DC ENTERPRISES | |||||
| 1203 E OHIO STREET | FRANKFORT | IN | 46041 | GENERAL CONTRACTOR | $250,661 |
| WEAS ENGINEERING LLC | |||||
| PO BOX 550 | WESTFIELD | IN | 46074 | CONTRACTOR | $209,300 |
| CENTIMARK CORPORATION | |||||
| PO BOX 536254 | PITTSBURGH | PA | 15253 | CONSTRUCTION | $182,278 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 9 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $80,933 | AllOtherContributionsAmt |
| Total Contributions | $80,933 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| MANAGEMENT FEES | 623000 | $2,065,104 | $2,065,104 |
| SERVICE FEES | 623000 | $987,417 | $987,417 |
| ENTRANCE FEE AMORTIZATION | 525990 | $568,332 | $568,332 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $3,620,853 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$5,288 | TotalRevenueColumnAmt |
| Exclusion | -$5,288 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,000 | TotalRevenueColumnAmt |
| Exclusion | $12,000 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $573,418 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $573,418 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $573,418 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $573,418 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| DEVELOPER FEES | 900099 | $107,907 | $107,907 | |
| FARM INCOME | 900099 | $7,515 | $7,515 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $115,422 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,397,338 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $4,302,178 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $14,227 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,500 | TotalAmt |
| Program Services | $2,500 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $749,371 | TotalAmt |
| Program Services | $218,919 | ProgramServicesAmt |
| Management And General | $530,452 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,545 | TotalAmt |
| Program Services | $6,108 | ProgramServicesAmt |
| Management And General | $14,437 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,796 | TotalAmt |
| Program Services | $10,104 | ProgramServicesAmt |
| Management And General | $62,692 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,610 | TotalAmt |
| Program Services | $17,455 | ProgramServicesAmt |
| Management And General | $42,155 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $168,500 | TotalAmt |
| Management And General | $168,500 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,862 | TotalAmt |
| Management And General | $2,862 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,400 | TotalAmt |
| Management And General | $5,400 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,072 | TotalAmt |
| Management And General | $5,072 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $137,809 | TotalAmt |
| Program Services | $102,211 | ProgramServicesAmt |
| Management And General | $35,598 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,759 | TotalAmt |
| Program Services | $115,223 | ProgramServicesAmt |
| Management And General | $4,536 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,250 | TotalAmt |
| Program Services | $15,880 | ProgramServicesAmt |
| Management And General | $28,370 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,777 | TotalAmt |
| Program Services | $1,264 | ProgramServicesAmt |
| Management And General | $6,513 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,288 | TotalAmt |
| Program Services | $20,071 | ProgramServicesAmt |
| Management And General | $40,217 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,338 | TotalAmt |
| Program Services | $3,724 | ProgramServicesAmt |
| Management And General | $10,614 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,987 | TotalAmt |
| Management And General | $3,987 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $285,531 | TotalAmt |
| Program Services | $285,531 | ProgramServicesAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,261,661 | TotalAmt |
| Program Services | $1,261,661 | ProgramServicesAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $441,695 | TotalAmt |
| Management And General | $441,695 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| DEVELOPMENT FUND EXPENS | $200,301 | $200,301 | |
| REPAIRS AND RENOVATIONS | $71,711 | $58,285 | $13,426 |
| DUES & SUBSCRIPTIONS | $22,490 | $22,490 | |
| TAXES & LICENSES | $11,178 | $11,178 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,183 | TotalAmt |
| Program Services | $10,883 | ProgramServicesAmt |
| Management And General | $38,300 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,818,614 | TotalAmt |
| Program Services | $2,330,120 | ProgramServicesAmt |
| Management And General | $1,488,494 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,274,136 | BOYAmt |
| EOY | $3,094,405 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $490,359 | BOYAmt |
| EOY | $548,276 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,831 | BOYAmt |
| EOY | $50,911 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $27,280,764 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $10,072,135 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,336,633 | BOYAmt |
| EOY | $17,208,629 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,315,172 | BOYAmt |
| EOY | $1,497,865 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,019,216 | BOYAmt |
| EOY | $2,880,666 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,506,347 | BOYAmt |
| EOY | $25,280,752 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,128,235 | BOYAmt |
| EOY | $5,958,506 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,343,407 | BOYAmt |
| EOY | $3,975,956 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,955,928 | BOYAmt |
| EOY | $10,213,011 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,310,253 | BOYAmt |
| EOY | $1,597,655 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,737,823 | BOYAmt |
| EOY | $21,745,128 | 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 | $1,915,072 | BOYAmt |
| EOY | $2,682,172 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $853,452 | BOYAmt |
| EOY | $853,452 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,768,524 | BOYAmt |
| EOY | $3,535,624 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,506,347 | BOYAmt |
| EOY | $25,280,752 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $578,724 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $128,375 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $60,001 | 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) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $36,622 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $46,934 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,622 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $103,970 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $80,933 | CurrentTaxYearAmt |
| Total | $278,081 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,364,137 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,580,099 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,094,887 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,516,562 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,302,178 | CurrentTaxYearAmt |
| Total | $18,857,863 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,400,759 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,627,033 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $4,104,509 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,620,532 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,383,111 | CurrentTaxYearAmt |
| Total | $19,135,944 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $19,135,944 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $428,243 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $978,512 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,532,272 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $400,629 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,712 | CurrentTaxYearAmt |
| Total | $3,346,368 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $428,243 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $978,512 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,532,272 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $400,629 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,712 | CurrentTaxYearAmt |
| Total | $3,346,368 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $7,515 | CurrentTaxYearAmt |
| Total | $7,515 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,829,002 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,605,545 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,636,781 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,021,161 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,397,338 | CurrentTaxYearAmt |
| Total | $22,489,827 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.85090 | PublicSupportCY509Pct |
| Public Support PY509 | 0.82640 | PublicSupportPY509Pct |
| Investment Income CY | 0.14880 | InvestmentIncomeCYPct |
| Investment Income PY | 0.17360 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,064,209 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $141,683 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $18,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,187,892 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $934,843 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $147,366 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $18,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $1,064,209 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,151,711 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$211,376 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $5,492 | GrantsOrScholarshipsAmt |
| End Year Balance | $934,843 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,158,480 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $143,521 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $118,000 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $32,290 | AdministrativeExpensesAmt |
| End Year Balance | $1,151,711 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,836,581 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $163,594 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $841,670 | GrantsOrScholarshipsAmt |
| Administrative Expenses | $25 | AdministrativeExpensesAmt |
| End Year Balance | $1,158,480 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.28154 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.71846 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $278,052 | OtherCostOrOtherBasisAmt |
| Book Value | $278,052 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $20,842,733 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,252,330 | DepreciationAmt |
| Book Value | $13,590,403 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $5,651,540 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,563,162 | DepreciationAmt |
| Book Value | $3,088,378 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $508,439 | OtherCostOrOtherBasisAmt |
| Depreciation | $256,643 | DepreciationAmt |
| Book Value | $251,796 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $17,208,629 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEBT SERVICE RESERVE FUND | $1,343,970 |
| OTHER INVESTMENTS | $853,452 |
| ASSET SWAP | $682,706 |
| OTHER ASSETS | $538 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $2,880,666 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ESTIMATED REFUND OBLIGATION | $1,595,304 |
| ANNUITY CONTRACT PAYABLE | $2,351 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,597,655 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (5 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 | $0 | $456,969 | $0 | $60,000 | $0 | $0 | $0 | $25,836 | $0 | $34,501 | $0 | $577,306 | $0 | $0 |
| ROGER E WEIDEMAN II | ||||||||||||||
| DIRECTOR & SVP/CFO | $0 | $352,089 | $0 | $40,000 | $0 | $0 | $0 | $19,539 | $0 | $34,501 | $0 | $446,129 | $0 | $0 |
| B DANIEL CARR | ||||||||||||||
| CHIEF OPERATING OFFICER | $0 | $268,112 | $0 | $13,128 | $0 | $0 | $0 | $14,027 | $0 | $24,858 | $0 | $320,125 | $0 | $0 |
| MARK PRIFOGLE | ||||||||||||||
| VP OPERATIONS | $0 | $227,974 | $0 | $11,250 | $0 | $0 | $0 | $11,958 | $0 | $33,798 | $0 | $284,980 | $0 | $0 |
| BRENT WAYMIRE | ||||||||||||||
| EXECUTIVE DIRECTOR | $171,335 | $0 | $6,843 | $0 | $0 | $0 | $0 | $0 | $17,495 | $0 | $195,673 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITY OF FRANKFORT INDIANA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issued | 2012-12-31 | BondIssuedDt |
| Issue Price | $15,625,000 | IssuePriceAmt |
| Purpose | TO FINANCE AND REFINANCE PROJECT | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $5,411,989 | RetiredAmt |
| Total Proceeds | $15,625,000 | TotalProceedsAmt |
| In Reserve Fund | $1,562,500 | InReserveFundAmt |
| Issuance Costs From Proceeds | $270,915 | IssuanceCostsFromProceedsAmt |
| Capital Expenditures | $13,791,585 | CapitalExpendituresAmt |
| Refunding Tax Exempt Bonds | 0 | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | Yes (1) | HedgeIdentifiedInBksAndRecInd |
Hedge Provider Name HedgeProviderName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUNTINGTON BANK | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Term Of Hedge | 8.000000000000 | TermOfHedgePct |
| Superintegrated Hedge | 0 | SuperintegratedHedgeInd |
| Hedge Terminated | 0 | HedgeTerminatedInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | 0 | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE K, PART I, BOND ISSUE: | FormAndLineReferenceDesc |
| Explanation | (A) ISSUER NAME: CITY OF FRANKFORT, INDIANA (F) DESCRIPTION OF PURPOSE: TO FINANCE AND REFINANCE PROJECTS | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
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 MARKET 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 | -$19 | TotalIncomeAmt |
| End Of Year Assets | $588 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESLEY MANOR | BusinessNameLine1Txt |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (12 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 RETIREMENT COMMUNITIES INC | |||||||||||
| 8330 ALLISON POINTE TRAIL STE 300 | INDIANAPOLIS | IN | 46250 | 260262903 | SENIOR LIVING | IN | 501(C)(3) | LINE 12A, I | Yes (1) | BHI SENIOR LIVING INC | |
| BHI FOUNDATION INC | |||||||||||
| 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 | |
| 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 10 | 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 10 | Yes (1) | BHI RETIREMENT COMMUNITIES 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) | BHI RETIREMENT COMMUNITIES 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 | |
| WESTMINSTER VILLAGE NORTH INC | |||||||||||
| 8330 ALLISON POINTE TRAIL STE 300 | INDIANAPOLIS | IN | 46250 | 311209757 | SENIOR LIVING | MI | 501(C)(3) | LINE 10 | Yes (1) | BHI RETIREMENT COMMUNITIES INC | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESLEY MANOR SOUTHSIDE LP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1555 N MARKET STREET | AddressLine1Txt |
| City | FRANKFORT | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46041 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 473330645 | EIN |
| Primary Activities | SENIOR LIVING | PrimaryActivitiesTxt |
| Legal Domicile State | IN | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WESLEY MANOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Predominant Income Type | RELATED | PredominantIncomeTypeTxt |
| Share Of Total Income | -$19 | ShareOfTotalIncomeAmt |
| Share Of EOY Assets | $588 | ShareOfEOYAssetsAmt |
| Disproportionate Allocations | 0 | DisproportionateAllocationsInd |
| General Or Managing Partner | Yes (1) | GeneralOrManagingPartnerInd |
| Ownership | 0.00010 | OwnershipPct |
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 | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| SLDEVELOPMENT INC | |||||||||
| 8330 ALLISON POINTE TRAIL STE 300 | INDIANAPOLIS | IN | 46250 | 452664455 | GOLF COURSE | IN | N/A | C | Yes (1) |
| BHI HOME CARE INC | |||||||||
| 8330 ALLISON POINTE TRAIL STE 300 | INDIANAPOLIS | IN | 46250 | 475160712 | HOME CARE | IN | N/A | C | 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 | 0 | 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 | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | 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 | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BHI RETIREMENT COMMUNITIES INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | M | TransactionTypeTxt |
| Involved | $936,000 | InvolvedAmt |
| Method Of Amount Determination | FMV | MethodOfAmountDeterminationTxt |