2013-08-13T14:23:17-05:00 2012-12-31 BKD LLP 201 N Illinois Street Indianapolis IN 46204 990 2012-01-01 350931432 BHI SENIOR LIVING INC % ROGER E WEIDEMAN II BHIS 3178733371 5415 BEARBERRY LANE Suite INDIANAPOLIS IN 46268 ROGER E WEIDEMAN II 3178733371 2013-08-15 true NICOLE B FISHBACK 3173834000 2012 2016-02-24 21:20:13Z ROGER E WEIDEMAN II 5415 BEARBERRY LANE INDIANAPOLIS IN 46268 46365425 false X N/A X 1903 IN THE MISSION OF BHI SENIOR LIVING, INC. IS TO ENHANCE THE QUALITY OF LIFE FOR OLDER ADULTS WITHIN A SECURE ENVIRONMENT. 14 12 651 20 2363 1363 160904 174901 35800571 35725396 1201815 1603018 531386 0 37694676 37503315 0 0 0 0 16749648 17296641 0 0 60905 16926429 18332473 33676077 35629114 4018599 1874201 149611088 151314051 109154664 110453538 40456424 40860513 THE MISSION OF BHI SENIOR LIVING, INC. IS TO ENHANCE THE QUALITY OF LIFE FOR OLDER ADULTS WITHIN A SECURE ENVIRONMENT WHICH SUPPORTS THEIR NEEDS, VALUES, INTERESTS, AND INDEPENDENCE WHILE ENCOURAGING SPIRITUAL DEVELOPMENT. false false 30929227 35634793 BHI SENIOR LIVING, INC IS A NOT-FOR-PROFIT CORPORATION, PROVIDING CONTINUING CARE SERVICES TO THE ELDERLY UNDER THE TERMS OF CONTINUING CARE AGREEMENTS. 30929227 true true false false false false false false false true true false false true false false false true false false false false false false false false false false false true true false false false false false false false false false false false false false false false true true true false false true 117 0 true 651 true true true false false false false false false false false false X 14 12 true false false false false false false true true false false true true true true true true true true false IN X ROGER E WEIDEMAN II 3178733371 5415 BEARBERRY LANE INDIANAPOLIS IN 46268 RICHARD H KEENAN 40.0 4.5 X X 282781 0 22985 ROGER E WEIDEMAN II 40.0 4.5 X X 160427 0 24094 WILLIAM B BYRUM 3.0 2.5 X X 0 0 HARRY H KENNERK 2.0 2.5 X X 0 0 JANE A SEIGEL 3.0 2.5 X X 0 0 WENDY L MEREDITH 1.0 5.5 X 0 0 NORMAN D CURRY 1.0 5.5 X 0 0 DR MARVIN A HENRY 1.0 6.0 X 0 0 WILLIAM R HURT 1.0 2.0 X 0 0 RONALD S LANE 1.0 6.0 X 0 0 MARGARET A MCFRYE 1.0 6.0 X 0 0 ROGER D MILLER 1.0 5.5 X 0 0 MARJORIE D PAUSZEK 1.0 1.5 X 0 0 JANE RICHARDSON 1.0 1.0 X 0 0 JOHN DATTILO 40.0 X 165839 0 7865 SALLY SPENCER KEENAN 40.0 X 154386 0 16190 B DANIEL CARR 40.0 X 146489 0 19553 909922 0 90687 5 false true false 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 21 174901 174901 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 27762 27762 35725396 1359013 2363 1356650 0 0 0 0 0 8772467 333648 8437859 424251 334608 -90603 244005 -90603 334608 0 0 0 0 37503315 35634793 2363 1691258 0 0 0 0 763433 209862 492666 60905 0 13479622 12673595 806027 341018 293134 47884 1664131 1563620 100511 1048437 968036 80401 0 64496 64496 45073 45073 0 0 164966 164966 2520297 2440477 79820 243763 243763 0 0 0 1693317 1669677 23640 119215 65658 53557 0 54452 11980 42472 2324936 489647 1835289 0 4784505 4601245 183260 482748 482748 FOOD & SUPPLIES 2785601 2745396 40205 NURSING EXPENSES 1802037 1802037 COMPUTER MAINTENANCE 477258 25749 451509 EQUIPMENT REPAIRS 93221 92762 459 676588 549841 126747 35629114 30929227 4638982 60905 191554 83589 11955305 4516449 0 0 2095806 2514738 0 0 0 0 0 0 153541 156203 767830 465431 138947487 46150405 66507693 92797082 26597159 28971954 8392953 7372516 0 0 0 0 32949247 14436089 149611088 151314051 5075260 6174531 0 0 31572746 32738583 72506658 71540424 0 0 0 0 0 0 0 0 0 0 109154664 110453538 X 40456424 40860513 0 0 0 0 40456424 40860513 149611088 151314051 X 1874201 1431890 -2902002 X false true X true false X 69597 73351 142286 160904 174901 621039 32468959 33607125 33903065 35800571 35634793 171414513 0 0 0 32538556 33680476 34045351 35961475 35809694 172035552 0 0 0 172035552 1777864 825087 911280 867837 1359013 5741081 0 1777864 825087 911280 867837 1359013 5741081 0 0 34316420 34505563 34956631 36829312 37168707 177776633 0.96771 0.92760 0.03229 0.04420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 640023 80990 20000 6400 694613 661524 -1501 20000 640023 621033 60491 20000 661524 515546 105487 621033 652087 -136541 515546 0.28018 0.71983 false true true 8461312 8461312 78617327 34045768 44571559 16872876 8450405 8422471 34995972 3654232 31341740 92797082 DEFERRED FINANCING COSTS 1119623 ESCROW FUNDS FOR BONDS 13316466 14436089 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. true X X X false false false false false false false true false RICHARD H KEENAN 272781 0 10000 0 0 0 12500 0 10485 0 305766 0 0 0 ROGER E WEIDEMAN II 155427 0 5000 0 0 0 8273 0 15821 0 184521 0 0 0 JOHN DATTILO 157819 0 5000 0 3020 0 0 0 7865 0 173704 0 0 0 SALLY SPENCER KEENAN 150886 0 3500 0 0 0 7847 0 8343 0 170576 0 0 0 B DANIEL CARR 140227 0 3500 0 2762 0 7599 0 11954 0 166042 0 0 0 NON-FIXED PAYMENTS TO OFFICERS SCHEDULE J, PART I, LINE 7 THE PERSONNEL NOMINATING COMMITTEE RECOMMENDS DISCRETIONARY BONUSES FOR THE TOP MANAGEMENT OFFICIALS, THAT ARE APPROVED BY THE FULL BOARD AS PART OF THE BUDGET PROCESS. IN THE PROCESS, THEY CONSIDER RESULTS FROM SURVEYS, PROJECTS, AND BOND ISSUES. A INDIANA HEALTH AND EDUCATIONAL FACILITY FINANCE 351611409 454795AY1 2005-12-21 48638627 SEE ATTACHMENT false false false B INDIANA FINANCE AUTHORITY 351602316 455057L23 2011-10-11 28753388 SEE ATTACHMENT false false false 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 A false false true true false 0 true false false true B false false true true false 0 true A true false false 0 false 0 false false B false true false false 0 false 0 false false A true B true . 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. 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) HOOSIER MANOR INC 5415 BEARBERRY LANE INDIANAPOLIS IN 46268 311011190 SENIOR LIVING IN 501(C)3 9 BHI SL true FOUR SEASONS VILLAS INC 5415 BEARBERRY LANE INDIANAPOLIS IN 46268 311011187 SENIOR LIVING IN 501(C)3 9 BHI SL true BHI FOUNDATION INC 5415 BEARBERRY LANE INDIANAPOLIS IN 46268 351680796 SENIOR LIVING IN 501(C)3 11A BHI SL true BHI RETIREMENT COMMUNITIES INC 5415 BEARBERRY LANE INDIANAPOLIS IN 46268 260262903 SENIOR LIVING IN 501(C)3 11A BHI SL true PRAIRIE LANDING COMMUNITY INC 5415 BEARBERRY LANE INDIANAPOLIS IN 46268 262053830 SENIOR LIVING IN 501(C)3 9 BHI SL true SLDEVELOPMENT INC 5415 BEARBERRY LANE INDIANAPOLIS IN 46268 452664455 GOLF COURSE IN BHI RC C CORP -306956 3233780 1.00000 true false true true true false false false false false false false true false true true false true true false