BHI SENIOR LIVING INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- BHI SENIOR LIVING INC (EIN 35-0931432)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-05
- IRS object ID
- 201103099349300500
- Schema version
- 2010v3.4
- 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 | 2011-11-05T07:03:28-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KSM BUSINESS SERVICES INC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 40857 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 462400857 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 350931432 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAPTIST HOMES OF INDIANA INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | BAPT | NameControl |
| Phone | 3178733371 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5415 BEARBERRY LANE | AddressLine1 |
| 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 | 2011-10-27 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | KEITH T GAMBREL | Name |
| Phone | 3175802000 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | 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 | 45698958 | GrossReceipts |
| Group Return For Affiliates | 0 | 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 BAPTIST HOMES OF INDIANA, INC. IS TO ENHANCE THE QUALITY OF LIFE FOR OLDER ADULTS WITHIN A SECURE ENVIRONMENT WHICH SUPPORTS THEIR NEEDS, VALUES, INTERESTS AND INDEPENDENCE WHILE ENCOURAGING PERSONAL AND SPIRITUAL DEVELOPMENT. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 14 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 12 | NbrIndependentVotingMembers |
| Total Nbr Employees | 598 | TotalNbrEmployees |
| Total Nbr Volunteers | 20 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 73351 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 142286 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 33607178 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 33903065 | ProgramServiceRevenueCY |
| Investment Income Prior Year | -271734 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1531793 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 46526 | OtherRevenuePriorYear |
| Other Revenue Current Year | 25599 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 33455321 | TotalRevenuePriorYear |
| Total Revenue Current Year | 35602743 | 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 | 16857015 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 16570654 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 15183498 | OtherExpensePriorYear |
| Other Expenses Current Year | 15732173 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 32040513 | TotalExpensesPriorYear |
| Total Expenses Current Year | 32302827 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1414808 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 3299916 | RevenuesLessExpensesCY |
| Total Assets BOY | 111538735 | TotalAssetsBOY |
| Total Assets EOY | 115330443 | TotalAssetsEOY |
| Total Liabilities BOY | 77213341 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 76129879 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 34325394 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 39200564 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE MISSION OF BAPTIST HOMES OF INDIANA, INC. IS TO ENHANCE THE QUALITY OF LIFE FOR OLDER ADULTS WITHIN A SECURE ENVIRONMENT WHICH SUPPORTS THEIR NEEDS, VALUES, INTERESTS AND INDEPENDENCE WHILE ENCOURAGING PERSONAL AND SPIRITUAL DEVELOPMENT. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 27760700 | Expense |
| Grants | 0 | Grants |
| Revenue | 33922864 | Revenue |
| Description | BAPTIST HOMES OF INDIANA, 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 | 27760700 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 0 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 1 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 1 | TaxExemptBonds |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBonds |
| Escrow Account | 0 | EscrowAccount |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 119 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 598 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | 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 | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | IN | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ROGER E WEIDEMAN II | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 (18 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | 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 | 40.00 | X | X | 271525 | 0 | 12503 | ||
| ROGER E WEIDEMAN II | ||||||||
| VICE PRESIDENT/CFO | 40.00 | X | X | 82565 | 0 | 3387 | ||
| JAMES W MCDANIEL | ||||||||
| FORMER VP/CFO | 40.00 | X | X | 188099 | 0 | 811013 | ||
| NORMAN D CURRY | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| DR MARVIN A HENRY | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| WILLIAM B BYRUM | ||||||||
| DIRECTOR/VICE-CHAIR | 2.00 | X | X | 0 | 0 | 0 | ||
| RONALD S LANE | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MARGARET A MCFRYE | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| WENDY L MEREDITH | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| ROGER D MILLER | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| MARJORIE D PAUSZEK | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| RAYMOND E MOTT | ||||||||
| DIRECTOR/CHAIRPERSON | 3.00 | X | X | 0 | 0 | 0 | ||
| JANE A SEIGEL | ||||||||
| DIRECTOR/SECRETARY | 3.00 | X | X | 0 | 0 | 0 | ||
| WILLIAM R HURT | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| HARRY KENNERK | ||||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |||
| SALLY SPENCER KEENAN | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | 150689 | 0 | 6873 | X | |||
| JOHN DATTILO | ||||||||
| VP OF OPERATIONS | 40.00 | 151279 | 0 | 0 | X | |||
| B DANIEL CARR | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | 148377 | 0 | 7233 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 992534 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 841009 | TotalOtherCompensation |
| Number Individuals GT100 K | 5 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (5 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| MORRISON MANAGEMENT SPECIALISTS | |||||
| PO BOX 102289 | ATLANTA | GA | 30368 | FOOD SERVICE MANAGEMENT | 1372245 |
| BEDROCK BUILDERS INC | |||||
| 14701 CUMBERLAND ROAD SUITE 170 | NOBLESVILLE | IN | 46060 | CONSTRUCTION OF BUILDINGS | 1115409 |
| HEALTHCARE THERAPY SERVICES | |||||
| 1411 W COUNTY LINE ROAD SUITE A | GREENWOOD | IN | 46142 | THERAPY SERVICES | 878344 |
| DUKE ENERGY | |||||
| PO BOX 9001076 | LOUISVILLE | KY | 40290 | ELECTRICITY | 663959 |
| GORDON FOOD SERVICE | |||||
| DEPT CH 10490 | PALATINE | IL | 60055 | FOOD DELIVERY | 644003 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 22 | NumberOfContractorsGT100K |
| Related Organizations | 142286 | RelatedOrganizations |
| Total Contributions | 142286 | TotalContributions |
Program Service Revenue ProgramServiceRevenue (5 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| SERVICE FEES | 623000 | 27100119 | 27100119 |
| ANCILLARY SERVICES | 623000 | 4176521 | 4176521 |
| ENTRANCE FEES | 623000 | 2460227 | 2460227 |
| PROCESS AND APPLICATIO | 623000 | 101250 | 101250 |
| HUD MANAGEMENT FEE | 623000 | 64948 | 64948 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 33903065 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 905480 | TotalRevenueColumn |
| Exclusion | $905,480 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 5800 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 5800 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 5800 | TotalRevenueColumn |
| Exclusion | $5,800 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 10722528 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 10096215 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 626313 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 626313 | TotalRevenueColumn |
| Exclusion | $626,313 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | MISCELLANEOUS | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 19799 | TotalRevenueColumn |
| Related Or Exempt Function Income | 19799 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 19799 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 35602743 | TotalRevenueColumn |
| Related Or Exempt Function Income | 33922864 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,537,593 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1833543 | Total |
| Program Services | 569209 | ProgramServices |
| Management And General | 1264334 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11782202 | Total |
| Program Services | 11769266 | ProgramServices |
| Management And General | 12936 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2954909 | Total |
| Program Services | 2653822 | ProgramServices |
| Management And General | 301087 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 35653 | Total |
| Management And General | 35653 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84708 | Total |
| Management And General | 84708 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121040 | Total |
| Management And General | 121040 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 212160 | Total |
| Program Services | 212160 | ProgramServices |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32641 | Total |
| Management And General | 32641 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 12000 | Total |
| Management And General | 12000 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 102225 | Total |
| Program Services | 56645 | ProgramServices |
| Management And General | 45580 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 95590 | Total |
| Program Services | 47842 | ProgramServices |
| Management And General | 47748 | ManagementAndGeneral |
Interest Interest
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 2275566 | Total |
| Program Services | 400008 | ProgramServices |
| Management And General | 1875558 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3360530 | Total |
| Program Services | 3198619 | ProgramServices |
| Management And General | 161911 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 436239 | Total |
| Program Services | 436239 | ProgramServices |
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| CONTRACTS AND SERVICES | 2319113 | 2243441 | 75672 |
| FOOD & SUPPLIES | 2307286 | 2307286 | |
| UTILITIES | 1565289 | 1540651 | 24638 |
| NURSING EXPENSES | 1391497 | 1391497 | |
| REPAIRS & MAINTENANCE | 841113 | 525338 | 315775 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 539523 | Total |
| Program Services | 408677 | ProgramServices |
| Management And General | 130846 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32302827 | Total |
| Program Services | 27760700 | ProgramServices |
| Management And General | 4542127 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 325548 | BOY |
| EOY | 43148 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 10755160 | BOY |
| EOY | 11412892 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2227605 | BOY |
| EOY | 2349249 | EOY |
Inventories For Sale Or Use InventoriesForSaleOrUse
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 135240 | BOY |
| EOY | 145457 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 316947 | BOY |
| EOY | 351607 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 101866038 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 38627767 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 62039094 | BOY |
| EOY | 63238271 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30897437 | BOY |
| EOY | 33684542 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4841704 | BOY |
| EOY | 4105277 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 111538735 | BOY |
| EOY | 115330443 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3979997 | BOY |
| EOY | 2562356 | EOY |
Deferred Revenue DeferredRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 27667535 | BOY |
| EOY | 28886168 | EOY |
Tax Exempt Bond Liabilities TaxExemptBondLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 45565809 | BOY |
| EOY | 44681355 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 77213341 | BOY |
| EOY | 76129879 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34325394 | BOY |
| EOY | 39200564 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 34325394 | BOY |
| EOY | 39200564 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 111538735 | BOY |
| EOY | 115330443 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 3299916 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1575254 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Consolidated | X | FinancialStatementConsolidated |
| Federal Grant Audit Required | 0 | 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 | 2775 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 75553 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 69597 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 73351 | CurrentTaxYearMinus1Year |
| Current Tax Year | 142286 | CurrentTaxYear |
| Total | 363562 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 26421268 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 28178688 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 32468959 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 33607125 | CurrentTaxYearMinus1Year |
| Current Tax Year | 33903065 | CurrentTaxYear |
| Total | 154579105 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 26424043 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 28254241 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 32538556 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 33680476 | CurrentTaxYearMinus1Year |
| Current Tax Year | 34045351 | CurrentTaxYear |
| Total | 154942667 | 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 | 154942667 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3084987 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3457563 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1777864 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 825087 | CurrentTaxYearMinus1Year |
| Current Tax Year | 911280 | CurrentTaxYear |
| Total | 10056781 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 3084987 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 3457563 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 1777864 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 825087 | CurrentTaxYearMinus1Year |
| Current Tax Year | 911280 | CurrentTaxYear |
| Total | 10056781 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 4247711 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 4394192 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 5103 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 39751 | CurrentTaxYearMinus1Year |
| Current Tax Year | 19799 | CurrentTaxYear |
| Total | 8706556 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 33756741 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 36105996 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 34321523 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 34545314 | CurrentTaxYearMinus1Year |
| Current Tax Year | 34976430 | CurrentTaxYear |
| Total | 173706004 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.89200 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.87880 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.05790 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.06270 | 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
Land Land
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | 1105823 | InvestmentCostOrOtherBasis |
| Other Cost Or Other Basis | 8274079 | OtherCostOrOtherBasis |
| Book Value | 9379902 | BookValue |
Buildings Buildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 68703684 | OtherCostOrOtherBasis |
| Depreciation | 30070933 | Depreciation |
| Book Value | 38632751 | BookValue |
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 9348870 | OtherCostOrOtherBasis |
| Depreciation | 2889114 | Depreciation |
| Book Value | 6459756 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 12274601 | OtherCostOrOtherBasis |
| Depreciation | 5667720 | Depreciation |
| Book Value | 6606881 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2158981 | OtherCostOrOtherBasis |
| Book Value | 2158981 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 63238271 | TotalOfBookValueLandBuildings |
| Total Revenue | 35602743 | TotalRevenue |
| Total Expenses | 32302827 | TotalExpenses |
| Excess Or Deficit For Year | 3299916 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1575254 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 1575254 | TotalAdjustments |
| Excess Or Deficit Per FS | 4875170 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 37027231 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1575254 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 1575254 | RevenueNotRptdF990 |
| Revenue Subtotal | 35451977 | RevenueSubtotal |
| Other Revenues Not Included | 150766 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 150766 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 35602743 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 32260393 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 32260393 | ExpensesSubtotal |
| Other Expenses Not Included | 42434 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 42434 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 32302827 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (3 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | PART X: | THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THEREFORE, NO PROVISION OR LIABILITY FOR INCOME TAXES HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS. IN ADDITION, THE ORGANIZATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE PRIVATE FOUNDATIONS WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. THERE WAS NO UNRELATED BUSINESS INCOME FOR THE YEARS ENDED DECEMBER 31, 2010, 2009, OR 2008. THE ORGANIZATION FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND IN THE STATE OF INDIANA. THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS BEFORE 2007. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | CLASSIFICATION DIFFERENCES 42,434. CHANGE IN BAPTIST HOMES OF INDIANA RETIREMENT COMMUNITY 108,332. | |
| PART XIII, LINE 4B - OTHER ADJUSTMENTS: | CLASSIFICATION DIFFERENCES 42,434. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | 1 | SubstantiationRequired |
| Compensation Committee | X | CompensationCommittee |
| Written Employment Contract | X | WrittenEmploymentContract |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 1 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 0 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)
| 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 | |||||||||||||
| 252878 | 0 | 10000 | 0 | 8647 | 0 | 0 | 0 | 12503 | 0 | 284028 | 0 | 0 | 0 |
| JAMES W MCDANIEL | |||||||||||||
| 180599 | 0 | 7500 | 0 | 0 | 0 | 810917 | 0 | 96 | 0 | 999112 | 0 | 0 | 0 |
| SALLY SPENCER KEENAN | |||||||||||||
| 141184 | 0 | 3000 | 0 | 6505 | 0 | 0 | 0 | 6873 | 0 | 157562 | 0 | 0 | 0 |
| JOHN DATTILO | |||||||||||||
| 142752 | 0 | 2500 | 0 | 6027 | 0 | 0 | 0 | 0 | 0 | 151279 | 0 | 0 | 0 |
| B DANIEL CARR | |||||||||||||
| 139407 | 0 | 0 | 0 | 8970 | 0 | 0 | 0 | 7233 | 0 | 155610 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII (2 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| PART I, LINE 4B | JAMES MCDANIEL WAS THE ONLY EMPLOYEE TO PARTICIPATE IN A 457 RETIREMENT PLAN. | |
| PART III | PART II, COLUMN B(III): $810,917 WAS PAID TO JIM MCDANIEL FROM THE 457 RETIREMENT PLAN DUE TO HIS REACHING AGE 65. | SUPPLEMENTAL INFORMATION |
Schedule K IRS990ScheduleK
Form990 Schedule K Part I Form990ScheduleKPartI
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | INDIANA HEALTH AND EDUCATIONAL FACILITY FINANCING AUTHORITY | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Issuer EIN | 351611409 | IssuerEIN |
| CUSIP Number | 454795AY1 | CUSIPNumber |
| Date Issued | 2005-12-21 | DateIssued |
| Issue Price | 48638627 | IssuePrice |
| Description Of Purpose | SEE SCHEDULE O | DescriptionOfPurpose |
| Defeased | 0 | Defeased |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuer |
| Pool Financing | 0 | PoolFinancing |
Form990 Schedule K Part II Form990ScheduleKPartII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Proceeds | 48638627 | TotalProceeds |
| Amount In Reserve Fund | 3208245 | AmountInReserveFund |
| Issuance Costs From Proceeds | 723301 | IssuanceCostsFromProceeds |
| Capital Expenditures | 21844231 | CapitalExpenditures |
| Year Of Subst Completion | 2009 | YearOfSubstCompletion |
| Current Refunding | 1 | CurrentRefunding |
| Advance Refunding | 0 | AdvanceRefunding |
| Final Allocation Made | 1 | FinalAllocationMade |
| Adequate Books And Recds Maintaind | 1 | AdequateBooksAndRecdsMaintaind |
Form990 Schedule K Part III Form990ScheduleKPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Owning Bond Financed Property | 0 | OwningBondFinancedProperty |
| Any Lease Arrangements | 0 | AnyLeaseArrangements |
| Mngment Cntrct Bond Financd Prprty | 1 | MngmentCntrctBondFinancdPrprty |
| Any Research Agreements | 0 | AnyResearchAgreements |
| Bond Counsel Routinely Engaged | 1 | BondCounselRoutinelyEngaged |
| Prcntge Prvt Business Use By Others | 0.00000 | PrcntgePrvtBusinessUseByOthers |
| Percentage Of Prvt Business Re UBI | 0.00000 | PercentageOfPrvtBusinessReUBI |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUse |
| Post Issuance Compliance Procdrs | 1 | PostIssuanceComplianceProcdrs |
Form990 Schedule K Part IV Form990ScheduleKPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8038 T Filed | 1 | Form8038TFiled |
| Variable Rate Issue | 0 | VariableRateIssue |
| Hedge Identified In Books And Recds | 0 | HedgeIdentifiedInBooksAndRecds |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGIC |
| Gross Proceeds Invested | 1 | GrossProceedsInvested |
| Exception To Rebate | 0 | ExceptionToRebate |
Form990 Schedule K Part V Form990ScheduleKPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE K, PART I, LINE A(F) | Identifier |
| Return Reference | DESCRIPTION OF PURPOSE: | ReturnReference |
| Explanation | TO MAKE CERTAIN CAPITAL ADDITIONS AND IMPROVEMENTS TO THE ORGANIZATION'S FACILITIES; TO CURRENT REFUND THE OUTSTANDING BALANCE OF THE INDIANA HEALTH AND EDUCATIONAL FACILITY FINANCING AUTHORITY VARIABLE RATE DEMAND REVENUE BONDS (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. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (8 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | RICHARD KEENAN (PRESIDENT, CEO) AND SALLY SPENCER KEENAN (EXECUTIVE DIRECTOR OF HOOSIER VILLAGE) ARE MARRIED. | |
| FORM 990, PART VI, SECTION B, LINE 11 | 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. | |
| ANNUALLY, PRIOR TO THE ANNUAL MEETING, EACH BOARD MEMBER AND KEY STAFF COMPLETE A CONFLICT OF INTERST 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. | FORM 990, PART VI, SECTION B, LINE 12C | |
| PERSONNEL COMMITTEE RECOMMENDS SALARY OF CEO, CFO AND TOP MANAGEMENT OFFICIALS TO THE BOARD OF DIRECTORS FOR APPROVAL. COMMITTEE REVIEWS SALARIES IN THE CONTEXT OF SIMILAR NOT-FOR-PROFIT ORGANIZATIONS, PERFORMANCE EVALUATIONS, AND JOB DESCRIPTIONS. | FORM 990, PART VI, SECTION B, LINE 15 | |
| AVAILABLE AT THE MAIN OFFICE, 5415 BEARBERRY LANE, INDIANAPOLIS, IN 46268. | FORM 990, PART VI, SECTION C, LINE 18 | |
| THE ORGANIZATION HAS NOT MADE THESE POLICIES GENERALLY AVAILABLE TO THE PUBLIC. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 1,575,254. | FORM 990, PART XI, LINE 5: |
| OVERSIGHT OF FINANCIAL STATEMENTS | THERE HAS BEEN NO CHANGE FROM THE PRIOR YEAR. THE FINANCE COMMITTEE IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT AUDITOR. | FORM 990, PART XII, LINE 2C: |
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 | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg | Business Name Line1DirectControllingEntityName/BusinessNameLine1 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HOOSIER MANOR INC | |||||||||||
| 5415 BEARBERRY LANE | INDIANAPOLIS | IN | 46268 | 311011190 | TO PROVIDE LOW INCOME HOUSING TO THE ELDERLY. | IN | 501(C)(3) | 509(A)(2) | N/A | 0 | |
| FOUR SEASONS VILLAS INC | |||||||||||
| 5415 BEARBERRY LANE | INDIANAPOLIS | IN | 46268 | 311011187 | TO PROVIDE LOW INCOME HOUSING TO THE ELDERLY. | IN | 501(C)(3) | 509(A)(2) | N/A | 0 | |
| BHI FOUNDATION INC | |||||||||||
| 5415 BEARBERRY LANE | INDIANAPOLIS | IN | 46268 | 351680796 | TO ENHANCE THE QUALITY OF LIFE OF OLDER ADULTS WITHIN A SECURE ENVIRONMENT. | IN | 501(C)(3) | 509(A)(3) | 0 | BAPTIST HOMES OF INDIANA INC | |
| BHI RETIREMENT COMMUNITIES INC | |||||||||||
| 5415 BEARBERRY LANE | INDIANAPOLIS | IN | 46268 | 260262903 | TO ENHANCE THE QUALITY OF LIFE OF OLDER ADULTS WITHIN A SECURE ENVIRONMENT. | IN | 501(C)(3) | 509(A)(3) | 0 | BAPTIST HOMES OF INDIANA INC | |
| PRAIRIE LANDING COMMUNITY INC | |||||||||||
| 5415 BEARBERRY LANE | INDIANAPOLIS | IN | 46268 | 262053830 | TO ENHANCE THE QUALITY OF LIFE OF OLDER ADULTS WITHIN A SECURE ENVIRONMENT. | IN | 501(C)(3) | 509(A)(2) | N/A | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 1 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 1 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 1 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 1 | SharingOfFacilities |
| Sharing Of Paid Employees | 1 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 1 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |
Transactions Related Orgs Table TransactionsRelatedOrgsTable (15 entries)
| Transaction TypeTransactionType | Amount InvolvedAmountInvolved | Method Of Amt DeterminationMethodOfAmtDetermination |
|---|---|---|
| BHI FOUNDATION INC | ||
| C | 142286 | FMV |
| HOOSIER MANOR INC | ||
| C | 480 | FMV |
| FOUR SEASONS VILLAS INC | ||
| D | ||
| BHI RETIREMENT COMMUNITIES INC | ||
| K | ||
| HOOSIER MANOR INC | ||
| K | 39159 | |
| FOUR SEASONS VILLAS INC | ||
| K | 25795 | |
| BHI FOUNDATION INC | ||
| M | ||
| BHI RETIREMENT COMMUNITIES INC | ||
| M | ||
| HOOSIER MANOR INC | ||
| N | 44250 | |
| FOUR SEASONS VILLAS INC | ||
| N | 19476 | |
| BHI FOUNDATION INC | ||
| N | 55000 | |
| BHI RETIREMENT COMMUNITIES INC | ||
| N | ||
| HOOSIER MANOR INC | ||
| P | ||
| FOUR SEASONS VILLAS INC | ||
| P | 7181 | |
| BHI FOUNDATION INC | ||
| P | 136338 | |