BHI SENIOR LIVING INC: Form 990, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- BHI SENIOR LIVING INC (EIN 35-0931432)
- Tax period
- 2012-01-01 to 2012-12-31
- Filed
- 2013-08-13
- IRS object ID
- 201332259349302248
- Schema version
- 2012v2.1
- 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) |
|---|---|---|
| Timestamp | 2013-08-13T14:23:17-05:00 | Timestamp |
| Tax Period End Date | 2012-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BKD LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 201 N Illinois Street | AddressLine1 |
| City | Indianapolis | City |
| State | IN | State |
| ZIP Code | 46204 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2012-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 350931432 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BHI SENIOR LIVING INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of Name | % ROGER E WEIDEMAN II | InCareOfName |
| Name Control | BHIS | NameControl |
| Phone | 3178733371 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5415 BEARBERRY LANE | AddressLine1 |
| Address Line2 | Suite | AddressLine2 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46268 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROGER E WEIDEMAN II | Name |
| Title | VICE PRESIDENT/CFO | Title |
| Phone | 3178733371 | Phone |
| Date Signed | 2013-08-15 | DateSigned |
| Authorize Third Party | true | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | NICOLE B FISHBACK | Name |
| Phone | 3173834000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | ROGER E WEIDEMAN II | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5415 BEARBERRY LANE | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46268 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 46365425 | GrossReceipts |
| Group Return For Affiliates | false | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1903 | YearFormation |
| State Legal Domicile | IN | StateLegalDomicile |
| Activity Or Mission Description | THE MISSION OF BHI SENIOR LIVING, INC. IS TO ENHANCE THE QUALITY OF LIFE FOR OLDER ADULTS WITHIN A SECURE ENVIRONMENT. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 651 | TotalNbrEmployees |
| Total Nbr Volunteers | 20 | TotalNbrVolunteers |
| Total Gross UBI | 2363 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 1363 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 160904 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 174901 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 35800571 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 35725396 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1201815 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1603018 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 531386 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 37694676 | TotalRevenuePriorYear |
| Total Revenue Current Year | 37503315 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 16749648 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 17296641 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 60905 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 16926429 | OtherExpensePriorYear |
| Other Expenses Current Year | 18332473 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 33676077 | TotalExpensesPriorYear |
| Total Expenses Current Year | 35629114 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 4018599 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1874201 | RevenuesLessExpensesCY |
| Total Assets BOY | 149611088 | TotalAssetsBOY |
| Total Assets EOY | 151314051 | TotalAssetsEOY |
| Total Liabilities BOY | 109154664 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 110453538 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 40456424 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 40860513 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE MISSION OF BHI SENIOR LIVING, INC. IS TO ENHANCE THE QUALITY OF LIFE FOR OLDER ADULTS WITHIN A SECURE ENVIRONMENT WHICH SUPPORTS THEIR NEEDS, VALUES, INTERESTS, AND INDEPENDENCE WHILE ENCOURAGING SPIRITUAL DEVELOPMENT. | MissionDescription |
| Significant New Program Services | false | SignificantNewProgramServices |
| Significant Change | false | SignificantChange |
| Expense | 30929227 | Expense |
| Revenue | 35634793 | Revenue |
| Description | BHI SENIOR LIVING, INC IS A NOT-FOR-PROFIT CORPORATION, PROVIDING CONTINUING CARE SERVICES TO THE ELDERLY UNDER THE TERMS OF CONTINUING CARE AGREEMENTS. | Description |
| Total Program Service Expense | 30929227 | TotalProgramServiceExpense |
| Described In501 C3 | true | DescribedIn501C3 |
| Schedule B Required | true | ScheduleBRequired |
| Political Activities | false | PoliticalActivities |
| Lobbying Activities | false | LobbyingActivities |
| Subject To Proxy Tax | false | SubjectToProxyTax |
| Donor Advised Funds | false | DonorAdvisedFunds |
| Conservation Easements | false | ConservationEasements |
| Collections Of Art | false | CollectionsOfArt |
| Credit Counseling | false | CreditCounseling |
| Term Or Permanent Endowments | true | TermOrPermanentEndowments |
| Report Land Bldg Equip | true | ReportLandBldgEquip |
| Report Invest Oth Securities | false | ReportInvestOthSecurities |
| Report Prog Rel Invest | false | ReportProgRelInvest |
| Report Other Assets | true | ReportOtherAssets |
| Report Other Liabilities | false | ReportOtherLiabilities |
| Report Fin48 Footnote | false | ReportFin48Footnote |
| Independent Audit Financial Stmt | false | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | true | ConsolidatedAuditFinancialStmt |
| School | false | School |
| Foreign Office | false | ForeignOffice |
| Foreign Activities | false | ForeignActivities |
| More Than5000 K To Organizations | false | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividuals |
| Professional Fundraising | false | ProfessionalFundraising |
| Fundraising Activities | false | FundraisingActivities |
| Gaming | false | Gaming |
| Hospital | false | Hospital |
| Grants To Organizations | false | GrantsToOrganizations |
| Grants To Individuals | false | GrantsToIndividuals |
| Schedule J Required | true | ScheduleJRequired |
| Tax Exempt Bonds | true | TaxExemptBonds |
| Invest Tax Exempt Bonds | false | InvestTaxExemptBonds |
| Escrow Account | false | EscrowAccount |
| On Behalf Of Issuer | false | OnBehalfOfIssuer |
| Excess Benefit Transaction | false | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | false | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | false | LoanToOfficerOrDQP |
| Grant To Related Person | false | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | false | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | false | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | false | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | false | DeductibleNonCashContributions |
| Deductible Contributions Of Art | false | DeductibleContributionsOfArt |
| Terminated | false | Terminated |
| Partial Liquidation | false | PartialLiquidation |
| Disregarded Entity | false | DisregardedEntity |
| Related Entity | true | RelatedEntity |
| Related Org Controlled Entity | true | RelatedOrgControlledEntity |
| Transaction Related Entity | true | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | false | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | false | ActivitiesConductedPartnership |
| Schedule O Required | true | ScheduleORequired |
| Number Forms Transmitted With1096 | 117 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | true | ComplianceWithBackupWitholding |
| Number Of Employees | 651 | NumberOfEmployees |
| Employment Tax Returns Filed | true | EmploymentTaxReturnsFiled |
| Unrelated Business Income | true | UnrelatedBusinessIncome |
| Form990-T Filed | true | Form990-TFiled |
| Foreign Financial Account | false | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTrans |
| Taxable Party Notification | false | TaxablePartyNotification |
| Non Deductible Contributions | false | NonDeductibleContributions |
| Quid Pro Quo Contributions | false | QuidProQuoContributions |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | false | FundsToPayPremiums |
| Premiums Paid | false | PremiumsPaid |
| Indoor Tanning Services | false | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 14 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 12 | NumberIndependentVotingMembers |
| Family Or Business Relationship | true | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | false | DelegationOfManagementDuties |
| Changes To Organizing Docs | false | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuse |
| Members Or Stockholders | false | MembersOrStockholders |
| Election Of Board Members | false | ElectionOfBoardMembers |
| Decisions Subject To Approval | false | DecisionsSubjectToApproval |
| Minutes Of Governing Body | true | MinutesOfGoverningBody |
| Minutes Of Committees | true | MinutesOfCommittees |
| Officer Mailing Address | false | OfficerMailingAddress |
| Local Chapters | false | LocalChapters |
| Form990 Provided To Governing Body | true | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | true | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | true | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | true | RegularMonitoringEnforcement |
| Whistleblower Policy | true | WhistleblowerPolicy |
| Document Retention Policy | true | DocumentRetentionPolicy |
| Compensation Process CEO | true | CompensationProcessCEO |
| Compensation Process Other | true | CompensationProcessOther |
| Investment In Joint Venture | false | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Person | ROGER E WEIDEMAN II | NamePerson |
| Telephone Number | 3178733371 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5415 BEARBERRY LANE | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46268 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (17 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Average Hours Per Week RelatedAverageHoursPerWeekRelated | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|---|
| RICHARD H KEENAN | |||||||||
| PRESIDENT/CEO | 40.0 | 4.5 | X | X | 282781 | 0 | 22985 | ||
| ROGER E WEIDEMAN II | |||||||||
| VICE PRESIDENT/CFO | 40.0 | 4.5 | X | X | 160427 | 0 | 24094 | ||
| WILLIAM B BYRUM | |||||||||
| DIRECTOR/CHAIRPERSON | 3.0 | 2.5 | X | X | 0 | 0 | |||
| HARRY H KENNERK | |||||||||
| DIRECTOR/VICE-CHAIR | 2.0 | 2.5 | X | X | 0 | 0 | |||
| JANE A SEIGEL | |||||||||
| DIRECTOR/SECRETARY | 3.0 | 2.5 | X | X | 0 | 0 | |||
| WENDY L MEREDITH | |||||||||
| DIRECTOR | 1.0 | 5.5 | X | 0 | 0 | ||||
| NORMAN D CURRY | |||||||||
| DIRECTOR | 1.0 | 5.5 | X | 0 | 0 | ||||
| DR MARVIN A HENRY | |||||||||
| DIRECTOR | 1.0 | 6.0 | X | 0 | 0 | ||||
| WILLIAM R HURT | |||||||||
| DIRECTOR | 1.0 | 2.0 | X | 0 | 0 | ||||
| RONALD S LANE | |||||||||
| DIRECTOR | 1.0 | 6.0 | X | 0 | 0 | ||||
| MARGARET A MCFRYE | |||||||||
| DIRECTOR | 1.0 | 6.0 | X | 0 | 0 | ||||
| ROGER D MILLER | |||||||||
| DIRECTOR | 1.0 | 5.5 | X | 0 | 0 | ||||
| MARJORIE D PAUSZEK | |||||||||
| DIRECTOR | 1.0 | 1.5 | X | 0 | 0 | ||||
| JANE RICHARDSON | |||||||||
| DIRECTOR | 1.0 | 1.0 | X | 0 | 0 | ||||
| JOHN DATTILO | |||||||||
| VP OF OPERATIONS | 40.0 | 165839 | 0 | 7865 | X | ||||
| SALLY SPENCER KEENAN | |||||||||
| EXECUTIVE DIRECTOR - HV | 40.0 | 154386 | 0 | 16190 | X | ||||
| B DANIEL CARR | |||||||||
| EXECUTIVE DIRECTOR - TH | 40.0 | 146489 | 0 | 19553 | X | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 909922 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 90687 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | false | FormersListed |
| Total Comp GT150 K | true | TotalCompGT150K |
| Compensation From Other Sources | false | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| MESSER CONSTRUCTION | |||||
| 5158 FISHWICK DRIVE | CINCINNATI | OH | 46216 | GENERAL CONTRACTOR | 23898633 |
| MORRISON MANAGEMENT SPECIALISTS | |||||
| PO BOX 402289 | ATLANTA | GA | 30368 | FOOD SERVICE MGMT | 1458762 |
| HEALTHCARE THERAPY SERVICES | |||||
| 1411 W COUNTY LINE ROAD SUITE A | GREENWOOD | IN | 46142 | THERAPY SERVICES | 1273153 |
| GRANDVIEW PHARMACY | |||||
| PO BOX 926 | CONNERSVILLE | IN | 47331 | PHARMACY SERVICES | 811126 |
| ARDIZONNE ENTERPRISES | |||||
| 4101 CASHARD AVE | INDIANAPOLIS | IN | 46203 | BUILDING REPAIRS | 665522 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 21 | NumberOfContractorsGT100K |
| Related Organizations | 174901 | RelatedOrganizations |
| Total Contributions | 174901 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| SERVICE FEES | 623000 | 27891216 | 27891216 |
| ANCILLARY SERVICES | 623000 | 5388350 | 5388350 |
| ENTRANCE FEES | 623000 | 2247144 | 2247144 |
| PROCESS AND APPLICATION | 623000 | 102250 | 102250 |
| HUD MANAGEMENT FEE | 623000 | 68674 | 68674 |
Total Oth Program Service Revenue TotalOthProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 27762 | TotalRevenueColumn |
| Related Or Exempt Function Income | 27762 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 35725396 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1359013 | TotalRevenueColumn |
| Unrelated Business Revenue | 2363 | UnrelatedBusinessRevenue |
| Exclusion | $1,356,650 | ExclusionAmount |
Income From Invest Bond Proceeds IncomeFromInvestBondProceeds
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Royalties Revenue RoyaltiesRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
| Personal | 0 | Personal |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8772467 | Securities |
| Other | 333648 | Other |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 8437859 | Securities |
| Other | 424251 | Other |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 334608 | Securities |
| Other | -90603 | Other |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 244005 | TotalRevenueColumn |
| Related Or Exempt Function Income | -90603 | RelatedOrExemptFunctionIncome |
| Exclusion | $334,608 | ExclusionAmount |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income From Gaming NetIncomeFromGaming
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
Net Income Or Loss NetIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 0 | TotalRevenueColumn |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 0 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 37503315 | TotalRevenueColumn |
| Related Or Exempt Function Income | 35634793 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 2363 | UnrelatedBusinessRevenue |
| Exclusion | $1,691,258 | ExclusionAmount |
Grants To Domestic Orgs GrantsToDomesticOrgs
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Foreign Grants ForeignGrants
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 763433 | Total |
| Program Services | 209862 | ProgramServices |
| Management And General | 492666 | ManagementAndGeneral |
| Fundraising | 60905 | Fundraising |
Comp Disqual Persons CompDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13479622 | Total |
| Program Services | 12673595 | ProgramServices |
| Management And General | 806027 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 341018 | Total |
| Program Services | 293134 | ProgramServices |
| Management And General | 47884 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1664131 | Total |
| Program Services | 1563620 | ProgramServices |
| Management And General | 100511 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1048437 | Total |
| Program Services | 968036 | ProgramServices |
| Management And General | 80401 | ManagementAndGeneral |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 64496 | Total |
| Management And General | 64496 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 45073 | Total |
| Management And General | 45073 | ManagementAndGeneral |
Fees For Services Lobbying FeesForServicesLobbying
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 164966 | Total |
| Management And General | 164966 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2520297 | Total |
| Program Services | 2440477 | ProgramServices |
| Management And General | 79820 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 243763 | Total |
| Program Services | 243763 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Royalties Royalties
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1693317 | Total |
| Program Services | 1669677 | ProgramServices |
| Management And General | 23640 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 119215 | Total |
| Program Services | 65658 | ProgramServices |
| Management And General | 53557 | ManagementAndGeneral |
Travel Entrtnmnt Public Officials TravelEntrtnmntPublicOfficials
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 54452 | Total |
| Program Services | 11980 | ProgramServices |
| Management And General | 42472 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2324936 | Total |
| Program Services | 489647 | ProgramServices |
| Management And General | 1835289 | ManagementAndGeneral |
Payments To Affiliates PaymentsToAffiliates
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 4784505 | Total |
| Program Services | 4601245 | ProgramServices |
| Management And General | 183260 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 482748 | Total |
| Program Services | 482748 | ProgramServices |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| FOOD & SUPPLIES | 2785601 | 2745396 | 40205 |
| NURSING EXPENSES | 1802037 | 1802037 | |
| COMPUTER MAINTENANCE | 477258 | 25749 | 451509 |
| EQUIPMENT REPAIRS | 93221 | 92762 | 459 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 676588 | Total |
| Program Services | 549841 | ProgramServices |
| Management And General | 126747 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35629114 | Total |
| Program Services | 30929227 | ProgramServices |
| Management And General | 4638982 | ManagementAndGeneral |
| Fundraising | 60905 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 191554 | BOY |
| EOY | 83589 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11955305 | BOY |
| EOY | 4516449 | EOY |
Pledges And Grants Receivable PledgesAndGrantsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2095806 | BOY |
| EOY | 2514738 | EOY |
Receivables From Officers Etc ReceivablesFromOfficersEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Receivables From Disqual Persons ReceivablesFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Notes Loans Receivable Net OtherNotesLoansReceivableNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 153541 | BOY |
| EOY | 156203 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 767830 | BOY |
| EOY | 465431 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 138947487 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 46150405 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 66507693 | BOY |
| EOY | 92797082 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 26597159 | BOY |
| EOY | 28971954 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 8392953 | BOY |
| EOY | 7372516 | EOY |
Investments Program Related InvestmentsProgramRelated
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Intangible Assets IntangibleAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 32949247 | BOY |
| EOY | 14436089 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 149611088 | BOY |
| EOY | 151314051 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5075260 | BOY |
| EOY | 6174531 | EOY |
Grants Payable GrantsPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 31572746 | BOY |
| EOY | 32738583 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 72506658 | BOY |
| EOY | 71540424 | EOY |
Escrow Account Liability EscrowAccountLiability
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Loans From Officers Directors LoansFromOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Mort Notes Pybl Secured Invest Prop MortNotesPyblSecuredInvestProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 109154664 | BOY |
| EOY | 110453538 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40456424 | BOY |
| EOY | 40860513 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Permanently Restricted Net Assets PermanentlyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 40456424 | BOY |
| EOY | 40860513 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 149611088 | BOY |
| EOY | 151314051 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1874201 | ReconcilationRevenueExpenses |
| Reconciliation Unrealized Invest | 1431890 | ReconciliationUnrealizedInvest |
| Reconcilation Other Changes | -2902002 | ReconcilationOtherChanges |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Accountant Compile Or Review | false | AccountantCompileOrReview |
| FS Audited | true | FSAudited |
FS Audited Basis FSAuditedBasis
| Field | Value | IRS element (for citing) |
|---|---|---|
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | true | AuditCommittee |
| Federal Grant Audit Required | false | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 69597 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 73351 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 142286 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 160904 | CurrentTaxYearMinus1Year |
| Current Tax Year | 174901 | CurrentTaxYear |
| Total | 621039 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 32468959 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 33607125 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 33903065 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 35800571 | CurrentTaxYearMinus1Year |
| Current Tax Year | 35634793 | CurrentTaxYear |
| Total | 171414513 | Total |
Gross Receipts From Non UBI GrossReceiptsFromNonUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Tax Rev Levied For Org Benefit509 TaxRevLeviedForOrgBenefit509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Value Of Svcs Fclts Furnishd By Govt ValueOfSvcsFcltsFurnishdByGovt
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 32538556 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 33680476 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 34045351 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 35961475 | CurrentTaxYearMinus1Year |
| Current Tax Year | 35809694 | CurrentTaxYear |
| Total | 172035552 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 172035552 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1777864 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 825087 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 911280 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 867837 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1359013 | CurrentTaxYear |
| Total | 5741081 | Total |
Post1975 UBTI Post1975UBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1777864 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 825087 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 911280 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 867837 | CurrentTaxYearMinus1Year |
| Current Tax Year | 1359013 | CurrentTaxYear |
| Total | 5741081 | Total |
Net Income From Other UBI NetIncomeFromOtherUBI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 34316420 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 34505563 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 34956631 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 36829312 | CurrentTaxYearMinus1Year |
| Current Tax Year | 37168707 | CurrentTaxYear |
| Total | 177776633 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.96771 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.92760 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.03229 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.04420 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amts | ArtPublicExhibitionAmts | |
| Held Works Of Art Amts | HeldWorksOfArtAmts |
Current Year CurrentYear
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 640023 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 80990 | InvestmentEarningsOrLosses |
| Other Expenditures | 20000 | OtherExpenditures |
| Administrative Expenses | 6400 | AdministrativeExpenses |
| End Of Year Balance | 694613 | EndOfYearBalance |
Current Year Minus1 Year CurrentYearMinus1Year
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 661524 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -1501 | InvestmentEarningsOrLosses |
| Other Expenditures | 20000 | OtherExpenditures |
| End Of Year Balance | 640023 | EndOfYearBalance |
Current Year Minus2 Years CurrentYearMinus2Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 621033 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 60491 | InvestmentEarningsOrLosses |
| Other Expenditures | 20000 | OtherExpenditures |
| End Of Year Balance | 661524 | EndOfYearBalance |
Current Year Minus3 Years CurrentYearMinus3Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 515546 | BeginningOfYearBalance |
| Investment Earnings Or Losses | 105487 | InvestmentEarningsOrLosses |
| End Of Year Balance | 621033 | EndOfYearBalance |
Current Year Minus4 Years CurrentYearMinus4Years
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Of Year Balance | 652087 | BeginningOfYearBalance |
| Investment Earnings Or Losses | -136541 | InvestmentEarningsOrLosses |
| End Of Year Balance | 515546 | EndOfYearBalance |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated EOY Balance | 0.28018 | BoardDesignatedEOYBalance |
| Permanent Endowment EOY Balance | 0.71983 | PermanentEndowmentEOYBalance |
| Endowments Held By Unrelated Orgs | false | EndowmentsHeldByUnrelatedOrgs |
| Endowments Held By Related Orgs | true | EndowmentsHeldByRelatedOrgs |
| Are Related Orgs Listed Schedule R | true | AreRelatedOrgsListedScheduleR |
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 8461312 | OtherCostOrOtherBasis |
| Book Value | 8461312 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 78617327 | OtherCostOrOtherBasis |
| Depreciation | 34045768 | Depreciation |
| Book Value | 44571559 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Leasehold Improvements | LeaseholdImprovements |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 16872876 | OtherCostOrOtherBasis |
| Depreciation | 8450405 | Depreciation |
| Book Value | 8422471 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 34995972 | OtherCostOrOtherBasis |
| Depreciation | 3654232 | Depreciation |
| Book Value | 31341740 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 92797082 | TotalOfBookValueLandBuildings |
Other Assets OtherAssets (2 entries)
| DescriptionDescription | Book ValueBookValue |
|---|---|
| DEFERRED FINANCING COSTS | 1119623 |
| ESCROW FUNDS FOR BONDS | 13316466 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | 14436089 | TotalBookValueOtherAssets |
Form990 Schedule D Part XIII Form990ScheduleDPartXIII (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| USE OF ENDOWMENT FUNDS | SCHEDULE D, PART V, LINE 4 | THE ENDOWMENT IS HELD BY BHI FOUNDATION, INC., A RELATED ORGANIZATION, TO SUPPORT OPERATIONS OF BHI SENIOR LIVING, INC. THE $500,000 MUST BE PERMANENTLY HELD WITH THE EARNINGS TO BE USED FOR LANDSCAPING WAGES AND EXPENSES AT THE FOUR SEASONS CAMPUS IN COLUMBUS, IN. |
| FIN 48 DISCLOSURE | SCHEDULE D, PART X, LINE 2 | MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | true | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | false | SeverancePayment |
| Supplemental Nonqual Retire Plan | false | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | false | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | false | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | false | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | false | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | false | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | true | AnyNonFixedPayments |
| Initial Contract Exception | false | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)
| TitleTitle | Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RICHARD H KEENAN | ||||||||||||||
| PRESIDENT/CEO | 272781 | 0 | 10000 | 0 | 0 | 0 | 12500 | 0 | 10485 | 0 | 305766 | 0 | 0 | 0 |
| ROGER E WEIDEMAN II | ||||||||||||||
| VICE PRESIDENT/CFO | 155427 | 0 | 5000 | 0 | 0 | 0 | 8273 | 0 | 15821 | 0 | 184521 | 0 | 0 | 0 |
| JOHN DATTILO | ||||||||||||||
| VP OF OPERATIONS | 157819 | 0 | 5000 | 0 | 3020 | 0 | 0 | 0 | 7865 | 0 | 173704 | 0 | 0 | 0 |
| SALLY SPENCER KEENAN | ||||||||||||||
| EXECUTIVE DIRECTOR - HV | 150886 | 0 | 3500 | 0 | 0 | 0 | 7847 | 0 | 8343 | 0 | 170576 | 0 | 0 | 0 |
| B DANIEL CARR | ||||||||||||||
| EXECUTIVE DIRECTOR - TH | 140227 | 0 | 3500 | 0 | 2762 | 0 | 7599 | 0 | 11954 | 0 | 166042 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | NON-FIXED PAYMENTS TO OFFICERS | Identifier |
| Return Reference | SCHEDULE J, PART I, LINE 7 | ReturnReference |
| Explanation | 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. | Explanation |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI (2 entries)
| Bond ReferenceBondReferenceCd | Issuer EINIssuerEIN | CUSIP NumberCUSIPNumber | Date IssuedDateIssued | Issue PriceIssuePrice | Description Of PurposeDescriptionOfPurpose | DefeasedDefeased | On Behalf Of IssuerOnBehalfOfIssuer | Pool FinancingPoolFinancing |
|---|---|---|---|---|---|---|---|---|
| INDIANA HEALTH AND EDUCATIONAL FACILITY FINANCE | ||||||||
| A | 351611409 | 454795AY1 | 2005-12-21 | 48638627 | SEE ATTACHMENT | false | false | false |
| INDIANA FINANCE AUTHORITY | ||||||||
| B | 351602316 | 455057L23 | 2011-10-11 | 28753388 | SEE ATTACHMENT | false | false | false |
Form990 Schedule K Part II Form990ScheduleKPartII (2 entries)
| Bond ReferenceBondReferenceCd | Amount RetiredAmountRetired | Amount Bond DefeasedAmountBondDefeased | Total ProceedsTotalProceeds | Amount In Reserve FundAmountInReserveFund | Capitalized InterestCapitalizedInterest | Refunding EscrowRefundingEscrow | Issuance Costs From ProceedsIssuanceCostsFromProceeds | Credit EnhancementCreditEnhancement | Working Capital ExpendituresWorkingCapitalExpenditures | Capital ExpendituresCapitalExpenditures | Other Spent ProceedsOtherSpentProceeds | Amount UnspentAmountUnspent | Year Of Subst CompletionYearOfSubstCompletion | Current RefundingCurrentRefunding | Advance RefundingAdvanceRefunding | Final Allocation MadeFinalAllocationMade | Adequate Books And Recds MaintaindAdequateBooksAndRecdsMaintaind |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 48638627 | 3208245 | 0 | 0 | 723301 | 0 | 0 | 21844231 | 0 | 0 | 2009 | true | false | true | true |
| B | 0 | 0 | 28753388 | 2107800 | 0 | 0 | 565057 | 0 | 0 | 18492211 | 0 | 0 | 2013 | false | false | false | true |
Form990 Schedule K Part III Form990ScheduleKPartIII (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedProperty | Any Lease ArrangementsAnyLeaseArrangements | Mngment Cntrct Bond Financd PrprtyMngmentCntrctBondFinancdPrprty | Engage Bond Counsel ContractsEngageBondCounselContracts | Any Research AgreementsAnyResearchAgreements | Prcntge Prvt Business Use By OthersPrcntgePrvtBusinessUseByOthers | Bond Iss Meet Prvt Security Pay TestBondIssMeetPrvtSecurityPayTest | Change In Use Bond Financed PropChangeInUseBondFinancedProp | Remedial Action TakenRemedialActionTaken | Non Qualified Bond Remed ProcdrsNonQualifiedBondRemedProcdrs |
|---|---|---|---|---|---|---|---|---|---|---|
| A | false | false | true | true | false | 0 | true | false | false | true |
| B | false | false | true | true | false | 0 | true |
Form990 Schedule K Part IV Form990ScheduleKPartIV (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiled | Variable Rate IssueVariableRateIssue | Hedge Identified In Books And RecdsHedgeIdentifiedInBooksAndRecds | Gross Proceeds Invested In GICGrossProceedsInvestedInGIC | Business Name Line1NameOfGICProvider/BusinessNameLine1 | Gross Proceeds InvestedGrossProceedsInvested | Written Proc To Monitor ReqsWrittenProcToMonitorReqs | Rebate Not Due YetRebateNotDueYet |
|---|---|---|---|---|---|---|---|---|
| 0 | ||||||||
| A | true | false | false | false | 0 | false | false | |
| 0 | ||||||||
| B | false | false | false | false | 0 | false | false | true |
Form990 Schedule K Part V Form990ScheduleKPartV (2 entries)
| Bond ReferenceBondReferenceCd | Proc To Undertk Corrective ActionProcToUndertkCorrectiveAction |
|---|---|
| A | true |
| B | true |
Form990 Schedule K Part VI Form990ScheduleKPartVI (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| . | 0 | |
| DESCRIPTION OF PURPOSE | SCHEDULE K, PART 1, LINE A(F) | TO MAKE CERTAIN CAPITAL ADDITIONS AND IMPROVEMENTS TO THE ORGANIZATION'S FACILITIES; TO REFUND THE OUTSTANDING BALANCE OF THE INDIANA HEALTH AND EDUCATIONAL FACILITY FINANCING AUTHORITY VARIABLE RATE DEMAND REVENUE BONDS (BHI SENIOr LIVING, INC. FORMERLY KNOWN AS BAPTIST HOMES OF INDIANA) SERIES 2000 ORIGINALLY ISSUED ON NOVEMBER 1, 2000; TO FUND A DEBT SERVICE RESERVE FUND; AND TO PAY FOR CERTAIN COSTS IN CONNECTION WITH THE ISSUANCE OF THE SERIES 2005 BONDS. |
| DESCRIPTION OF PURPOSE | SCHEDULE K, PART 1, LINE B(F) | TO MAKE CERTAIN CAPITAL ADDITIONS AND IMPROVEMENTS TO THE ORGANIZATION'S FACILITIES; TO FUND A DEBT SERVICE RESERVE FUND FOR THE SERIES 2011 BONDS; AND TO PAY FOR CERTAIN COSTS IN CONNECTION WITH THE ISSUANCE OF THE SERIES 2011 BONDS. |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| RELATIONSHIP WITH ANOTHER OFFICER, DIRECTOR, TRUSTEE, OR KEY EMPLOYEE | FORM 990, PART VI, QUESTION 2 | RICHARD KEENAN (PRESIDENT, CEO) AND SALLY SPENCER KEENAN (EXECUTIVE DIRECTOR OF HOOSIER VILLAGE) HAVE A FAMILY RELATIONSHIP. |
| PROCESS TO REVIEW THE FORM 990 | FORM 990, PART VI, QUESTION 11B | THE CFO AND THE CEO HAVE REVIEWED THE 990 PRIOR TO FILING. A DRAFT COPY OF THE 990 IS MADE AVAILABLE TO ALL DIRECTORS FOR THEIR REVIEW BEFORE FILING. THE FORM 990 IS ALSO REVIEWED BY AN INDEPENDENT ACCOUNTING FIRM PRIOR TO FILING. |
| PROCESS FOR MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY | FORM 990, PART VI, QUESTION 12C | ANNUALLY, PRIOR TO THE ANNUAL MEETING, EACH BOARD MEMBER AND KEY STAFF COMPLETE A CONFLICT OF INTEREST FORM. THE FORMS ARE REVIEWED BY THE CORPORATE COMPLIANCE OFFICER, WHO REPORTS THE FINDINGS TO THE COMPLIANCE COMMITTEE OF THE BOARD. ANY NOTATIONS ON THE FORM ARE REVIEWED AND APPROVED BY THE COMMITTEE WHICH IN TURN REPORTS THE POTENTIAL CONFLICTS TO THE BOARD FOR REVIEW AND APPROVAL. IF A CONFLICT EXISTS, IT IS ACKNOWLEDGED AND THE MEMBER ABSTAINS FROM DISCUSSION AND VOTING ON THE CONFLICTIVE ITEM/ISSUE. |
| REVIEW OF CEO AND MANAGEMENT COMPENSATION | FORM 990, PART VI, QUESTION 15A & 15B | PERSONNEL COMMITTEE RECOMMENDS SALARY OF CEO, CFO, AND TOP MANAGEMENT OFFICIALS TO THE BOARD OF DIRECTORS FOR APPROVAL. THE COMMITTEE REVIEWS SALARIES IN THE CONTEXT OF SIMILAR NOT-FOR-PROFIT ORGANIZATIONS, PERFORMANCE EVALUATIONS, AND JOB DESCRIPTIONS. |
| GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC | FORM 990, PART VI, QUESTION 19 | THE FORM 990 IS AVAILABLE AT THE MAIN OFFICE, 5415 BEARBERRY LANE, INDIANAPOLIS, IN 46268. THE ORGANIZATION HAS NOT MADE THE OTHER GOVERNING DOCUMENTS GENERALLY AVAILABLE TO THE PUBLIC. |
| NET OTHER CHANGES IN NET ASSETS OR FUND BALANCES | FORM 990, PART XI, LINE 9 | CHANGE IN INVESTMENT IN BHI RETIREMENT COMMUNITIES ($2,902,002) |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Public Charity StatusPublicCharityStatus | Business Name Line1DirectControllingEntityName/BusinessNameLine1 | Controlled OrgControlledOrg |
|---|---|---|---|---|---|---|---|---|---|---|
| HOOSIER MANOR INC | ||||||||||
| 5415 BEARBERRY LANE | INDIANAPOLIS | IN | 46268 | 311011190 | SENIOR LIVING | IN | 501(C)3 | 9 | BHI SL | true |
| FOUR SEASONS VILLAS INC | ||||||||||
| 5415 BEARBERRY LANE | INDIANAPOLIS | IN | 46268 | 311011187 | SENIOR LIVING | IN | 501(C)3 | 9 | BHI SL | true |
| BHI FOUNDATION INC | ||||||||||
| 5415 BEARBERRY LANE | INDIANAPOLIS | IN | 46268 | 351680796 | SENIOR LIVING | IN | 501(C)3 | 11A | BHI SL | true |
| BHI RETIREMENT COMMUNITIES INC | ||||||||||
| 5415 BEARBERRY LANE | INDIANAPOLIS | IN | 46268 | 260262903 | SENIOR LIVING | IN | 501(C)3 | 11A | BHI SL | true |
| PRAIRIE LANDING COMMUNITY INC | ||||||||||
| 5415 BEARBERRY LANE | INDIANAPOLIS | IN | 46268 | 262053830 | SENIOR LIVING | IN | 501(C)3 | 9 | BHI SL | true |
Form990 Schedule R Part IV Form990ScheduleRPartIV
Name Of Related Org NameOfRelatedOrg
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SLDEVELOPMENT INC | BusinessNameLine1 |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5415 BEARBERRY LANE | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46268 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 452664455 | EIN |
| Primary Activity | GOLF COURSE | PrimaryActivity |
| Legal Domicile State | IN | LegalDomicileState |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BHI RC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Entity | C CORP | TypeOfEntity |
| Share Of Total Income | -306956 | ShareOfTotalIncome |
| Share Of EOY Assets | 3233780 | ShareOfEOYAssets |
| Percentage Ownership | 1.00000 | PercentageOwnership |
| Controlled Org | true | ControlledOrg |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | false | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | true | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | true | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | true | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | false | LoansOrGuaranteesFromOtherOrg |
| Dividends Related Organization | false | DividendsRelatedOrganization |
| Sale Of Assets To Other Org | false | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | false | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | false | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | false | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | false | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | true | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | false | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | true | SharingOfFacilities |
| Sharing Of Paid Employees | true | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | true | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | true | OtherTransferToOtherOrg |
| Other Transfer From Other Org | false | OtherTransferFromOtherOrg |