2025-11-10T13:56:50-06:00 2024-12-31 331498605 PLANTE & MORAN PLLC 250 S HIGH ST SUITE 100 COLUMBUS OH 43215 990 2024-01-01 350931432 BHI SENIOR LIVING INC BHIS 3178373371 8330 ALLISON POINTE TRAIL STE 300 INDIANAPOLIS IN 46250 ROGER E WEIDEMAN II SVP/CFO 3173733371 2025-11-07 1 1 AMY CIMINELLO P00796388 6148493000 2025-11-07 2024 2025-03-06 01:10:19Z ROGER E WEIDEMAN II 8330 ALLISON POINTE TRAIL STE 300 INDIANAPOLIS IN 46250 177766160 0 X BHISENIORLIVING.ORG X 1903 IN THE MISSION OF BHI SENIOR LIVING, INC. IS TO ENHANCE THE QUALITY OF LIFE FOR OLDER ADULTS WITHIN A SECURE ENVIRONMENT. 15 13 611 20 0 0 466500 191543 70792423 78417775 2766716 8564517 181376 70715 74207015 87244550 0 0 0 0 25676143 28926282 0 0 0 46530026 48916477 72206169 77842759 2000846 9401791 355760588 394691282 353276534 383059197 2484054 11632085 THE MISSION OF BHI SENIOR LIVING, INC. IS TO ENHANCE THE QUALITY OF LIFE FOR ADULTS WITHIN A SECURE ENVIRONMENT, WHICH SUPPORTS THEIR NEEDS, VALUES, INTERESTS, AND INDEPENDENCE WHILE ENCOURAGING SPIRITUAL DEVELOPMENT. 0 0 72440995 0 78417775 BHI SENIOR LIVING, INC IS A NOT-FOR-PROFIT CORPORATION, PROVIDING CONTINUING CARE SERVICES TO THE ELDERLY UNDER THE TERMS OF CONTINUING CARE AGREEMENTS. 72440995 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 152 0 1 611 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 1 1 IN X ROGER E WEIDEMAN II 3178733371 8330 ALLISON POINTE TRAIL STE 300 INDIANAPOLIS IN 46250 JOHN S DATTILO DIRECTOR & PRESIDENT/CEO 2.00 48.00 X X 0 516969 60337 ROGER E WEIDEMAN II DIRECTOR & SVP/CFO 2.00 48.00 X X 0 392089 54040 JANE A RICHARDSON DIRECTOR & CHAIRPERSON 2.00 16.00 X X 0 0 0 JEFFREY A TERP DIRECTOR & VICE CHAIRPERSON 2.00 14.00 X X 0 0 0 WENDY L MEREDITH DIRECTOR & SECRETARY 2.00 18.00 X X 0 0 0 JOHN BLOOMSTROM DIRECTOR 2.00 13.00 X 0 0 0 JEFFREY CALDWELL DIRECTOR 2.00 14.00 X 0 0 0 DOUG DALTON DIRECTOR 2.00 6.00 X 0 0 0 BRIAN ELLIS DIRECTOR 2.00 14.00 X 0 0 0 L DEAN JONES DIRECTOR 2.00 14.00 X 0 0 0 BETH KELLY DIRECTOR 2.00 14.00 X 0 0 0 BETH KOSELKE DIRECTOR 2.00 6.00 X 0 0 0 ROGER D MILLER DIRECTOR 2.00 18.00 X 0 0 0 FRED ROBBINS DIRECTOR 2.00 15.00 X 0 0 0 JANE A SEIGEL DIRECTOR 2.00 14.00 X 0 0 0 DEXTER H COOLEY DIRECTOR - PART YEAR 2.00 9.00 X 0 0 0 DANIEL CARR VICE PRESIDENT & COO 1.00 49.00 X 0 281240 38885 MARK PRIFOGLE VP OPERATIONS 1.00 49.00 X 0 239224 45756 MINDY KANTZ EXECUTIVE DIRECTOR 40.00 0.00 X 210859 0 39315 JOHN KOONTZ MARKETING DIRECTOR 40.00 0.00 X 154720 0 31280 REBECCA STENNER EXECUTIVE DIRECTOR 40.00 0.00 X 157699 0 14770 AMANDA PALACE SALES DIRECTOR 40.00 0.00 X 137282 0 23039 ANNA WEAVER DIRECTOR OF NURSING 40.00 0.00 X 140478 0 19515 801038 1429522 326937 12 0 1 0 BEDROCK BUILDERS INC CRP 14701 CUMBERLAND ROAD NOBLESVILLE IN 46060 BLDG CONSTRUCTION 25800411 MORRISON MANAGEMENT SPECIALISTS PO BOX 102289 ATLANTA GA 30368 FOOD SERVICE MANAGEMENT 11543292 SHAWNEE CONSTRUCTION & ENGINEERING INC 7701 OPPORTUNITY DRIVE FORT WAYNE IN 46825 BLDG CONSTRUCTION 3777549 HTS IN XII INC 1411 W COUNTY LINE ROAD SUITE A GREENWOOD IN 46142 THERAPY 1699831 EMMONS & ASSOCIATES INC 842 E FRANKLIN ST DAYTON OH 45459 CONSTRUCTION 436165 30 191543 191543 SERVICE FEES 623000 65950536 65950536 ANCILLARY SERVICES 623000 6377044 6377044 ENTRANCE FEES 623000 5610945 5610945 PROCESS AND APPLICATION 623000 479250 479250 78417775 3646931 3646931 95302419 136777 90521610 0 4780809 136777 4917586 4917586 SAMARITAN ALLIANCE FUNDS 623000 70715 70715 70715 87244550 78417775 0 8635232 X 22581842 20848254 1733588 496328 436244 60084 4123852 3803577 320275 1724260 1591760 132500 4536000 4536000 47233 47233 6000 6000 166174 166174 13370738 13217796 152942 469531 454886 14645 1093534 561256 532278 658948 658948 3419529 3353261 66268 152448 140408 12040 30685 8449 22236 8211022 8211022 11853749 11853749 1442623 59873 1382750 RESIDENT EXPENSE 1953774 1953774 MEDICAL PURCHASES/SUPPL 661192 661192 REPAIRS AND RENOVATIONS 473787 473787 SPECIAL PROGRAMS 208914 208914 160596 66793 93803 77842759 72440995 5401764 0 5529 3322 18191866 10038980 11436511 15028869 117781 117781 115533 124172 408348043 124116653 259244761 284231390 49066068 67093712 7128712 7216508 10453827 10836548 355760588 394691282 7578112 8978629 156966532 170338091 188731890 203575041 0 167436 353276534 383059197 X 2484054 11632085 2484054 11632085 355760588 394691282 X 9401791 -86324 -167436 X X 0 1 X 1 0 X 1476477 594635 214850 466500 191543 2944005 49712813 54762194 62109369 70792423 78417775 315794574 51189290 55356829 62324219 71258923 78609318 318738579 0 0 0 318738579 1390244 1656053 1413369 2240558 3646931 10347155 1390244 1656053 1413369 2240558 3646931 10347155 120034 80496 57035 181376 70715 509656 52699568 57093378 63794623 73680857 82326964 329595390 0.96710 0.97150 0.03140 0.02700 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 897968 106899 43200 961667 789013 150355 41400 897968 976442 -146029 41400 789013 861182 156660 41400 976442 808649 93933 41400 861182 0.44320 0.55680 0.00000 0 1 1 17004986 17004986 300773072 83469370 217303702 42804777 26431769 16373008 47765208 14215514 33549694 284231390 INTEREST RATE SWAP LIABILITY 167436 167436 X 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. PART X, LINE 2: MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 INVESTMENTS 304715 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 INVESTMENTS 2908099 NORTH AMERICA 0 0 INVESTMENTS 648672 EAST ASIA AND THE PACIFIC 0 0 INVESTMENTS 3217351 MIDDLE EAST AND NORTH AFRICA 0 0 INVESTMENTS 199302 0 0 0 0 0 0 7278139 0 7278139 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 JOHN S DATTILO DIRECTOR & PRESIDENT/CEO 0 456969 0 60000 0 0 0 25836 0 34501 0 577306 0 0 ROGER E WEIDEMAN II DIRECTOR & SVP/CFO 0 352089 0 40000 0 0 0 19539 0 34501 0 446129 0 0 DANIEL CARR VICE PRESIDENT & COO 0 268112 0 13128 0 0 0 14027 0 24858 0 320125 0 0 MARK PRIFOGLE VP OPERATIONS 0 227974 0 11250 0 0 0 11958 0 33798 0 284980 0 0 MINDY KANTZ EXECUTIVE DIRECTOR 202897 0 7962 0 0 0 10536 0 28779 0 250174 0 0 0 JOHN KOONTZ MARKETING DIRECTOR 152500 0 2220 0 0 0 7727 0 23553 0 186000 0 0 0 REBECCA STENNER EXECUTIVE DIRECTOR 151643 0 6056 0 0 0 4950 0 9820 0 172469 0 0 0 AMANDA PALACE SALES DIRECTOR 136482 0 800 0 0 0 6863 0 16176 0 160321 0 0 0 ANNA WEAVER DIRECTOR OF NURSING 136497 0 3981 0 0 0 6940 0 12575 0 159993 0 0 0 PART I, LINE 3 METHODS USED TO DETERMINE COMPENSATION: COMPENSATION PAID BY BHI RETIREMENT COMMUNITIES IS DETERMINED BY THE REVIEW AND APPROVAL OF THE BHI SENIOR LIVING BOARD WHICH INCLUDES CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. PART I, LINE 4B NONQUALIFIED RETIREMENT PLAN: A 457 (F) DEFERRED COMPENSATION PLAN WAS SET UP FOR JOHN DATTILO AND ROGER WEIDEMAN IN APRIL OF 2019. JOHN DATTILO'S PLAN BEGINS VESTING IN 2031 AND ROGER WEIDEMAN'S PLAN BEGINS VESTING IN 2034. PART I, LINE 7 NONFIXED PAYMENTS: THE PERSONNEL NOMINATING COMMITTEE RECOMMENDS DISCRETIONARY BONUSES FOR THE TOP MANAGEMENT OFFICIALS, THAT ARE APPROVED BY THE FULL BOARD AS PART OF THE BUDGET PROCESS. IN THE PROCESS, THEY CONSIDER RESULTS FROM SURVEYS, PROJECTS, AND BOND ISSUES. THE REVIEW WAS CONDUCTED IN NOVEMBER 2024. THE OFFICERS ARE COMPENSATED THROUGH A RELATED ORGANIZATION, BHI RETIREMENT COMMUNITIES. A INDIANA FINANCE AUTHORITY 351602316 2016-12-15 35349740 TO FINANCE COST OF ACQUIRING/RENOVATING/CONSTRUCTING SENIOR LIVING FACILITY 0 0 0 B INDIANA FINANCE AUTHORITY 351602316 2018-12-12 98120000 FOR CONSTRUCTION OF HOOSIER VILLAGE 0 0 0 C INDIANA FINANCE AUTHORITY 350931432 2021-08-17 63064286 REFINANCING 0 0 0 D INDIANA FINANCE AUTHORITY 350931432 2024-05-08 18720000 FOR CONSTRUCTION OF MAGNOLIA TRACE AT HOOSIER VILLAGE 0 0 0 A 35349740 292429 30792540 0 0 1 1 B 98120000 6587067 98120000 635000 85537955 0 0 0 1 C 58115000 966838 0 0 0 1 D 19000000 526650 0 0 0 1 A 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 0 B 0 0 0 1 0 0.00000 0.00000 0.00000 0 0 1 C 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 0 D 0 0 1 1 0 0.00000 0.00000 0.00000 0 0 0 A 0 0 0 0 0 0 0 0 1 B 0 0 0 0 0 0 0 0 1 C 0 0 0 0 0 0 0 0 1 D 0 0 0 0 0 0 0 0 1 A 1 B 1 C 1 D 1 FORM 990, PART VI, SECTION B, LINE 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. FORM 990, PART VI, SECTION B, LINE 12C ALL BHI REPRESENTATIVES ARE REQUIRED TO IMMEDIATELY DISCLOSE ANY POTENTIAL OR PERCEIVED CONFLICT OF INTEREST AT THE TIME IT DEVELOPS BY SUBMITTING A COMPLETED CONFLICT OF INTEREST STATEMENT FORM. THE STATEMENT SHALL BE FORWARDED TO THE CORPORATE COMPLIANCE OFFICER FOR REVIEW BY THE CORPORATE COMPLIANCE, INTERNAL AUDIT, AND RISK MANAGEMENT COMMITTEE OF THE BHI BOARD OF DIRECTORS. IN ADDITION, BOARD OF DIRECTORS, OFFICERS, EXECUTIVE DIRECTORS, AND OTHER DESIGNATED PERSONS ARE REQUIRED TO COMPLETE THE CONFLICT OF INTEREST STATEMENT TO DISCLOSE OR RE-DISCLOSE ANY CONFLICT OF INTEREST ON AN ANNUAL BASIS. IN ADDITION, THE BOARD OF DIRECTOR MEMBERS SHALL REVIEW AND SUBMIT A SIGNED CODE OF PROFESSIONAL ETHICS STATEMENT ON AN ANNUAL BASIS. THE STATEMENTS WILL BE REVIEWED BY THE CORPORATE COMPLIANCE COMMITTEE AND WILL RESULT IN ONE OF THE FOLLOWING ACTIONS; THE DISCLOSED CONFLICT SHALL BE APPROVED AS SUBMITTED. THE DISCLOSED CONFLICT SHALL NOT BE APPROVED AS SUBMITTED AND SPECIFIC REQUIREMENTS SHALL BE DEVELOPED BY THE CORPORATE COMPLIANCE COMMITTEE REGARDING ACTIONS TO BE TAKEN BY THE INDIVIDUAL TO RESOLVE THE CONFLICT. THE DISCLOSED CONFLICT SHALL BE APPROVED WITH THE REQUIREMENT OF SPECIFIED PROCEDURES TO BE IMPLEMENTED AND THEREAFTER MONITORED BY THE CORPORATE COMPLIANCE COMMITTEE TO ENSURE PROPER MANAGEMENT OF THE IDENTIFIED CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE CEO, CFO AND OTHER TOP MANAGEMENT OFFICIALS' COMPENSATION IS DETERMINED AND PAID BY THE PARENT ORGANIZATION, BHI RETIREMENT COMMUNITIES. THE PERSONNEL COMMITTEE RECOMMENDS SALARIES OF THE CEO, CFO, AND TOP MANAGEMENT OFFICIALS TO THE BOARD OF DIRECTORS FOR APPROVAL. THE COMMITTEE REVIEWS SALARIES IN THE CONTEXT OF SIMILAR NOT-FOR-PROFIT ORGANIZATIONS, PERFORMANCE AND JOB DESCRIPTIONS. THIS PROCESS WAS LAST CONDUCTED NOVEMBER OF 2024. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 IS AVAILABLE UPON REQUEST AT THE MAIN OFFICE, 8330 ALLISON POINTE TRAIL, STE 300, INDIANAPOLIS, IN 46250. THE ORGANIZATION HAS NOT MADE THE OTHER GOVERNING DOCUMENTS GENERALLY AVAILABLE TO THE PUBLIC. FORM 990, PART IX, LINE 11G CONSULTANT SERVICES: PROGRAM SERVICE EXPENSES 148,440. MANAGEMENT AND GENERAL EXPENSES 152,942. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 301,382. CONTRACTED SERVICES (MAINTENANCE, GROUNDS CARE, AND FOOD SERVICES): PROGRAM SERVICE EXPENSES 13,069,356. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 13,069,356. FORM 990, PART XI, LINE 9: CHANGE IN INTEREST RATE SWAP -167,436. FORM 990, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. BHI FOUNDATION 8330 ALLISON POINTE TRAIL STE 300 INDIANAPOLIS IN 46250 351680796 SENIOR LIVING IN 501(C)(3) LINE 12A, I BHI SENIOR LIVING INC 1 BHI RETIREMENT COMMUNITIES INC 8330 ALLISON POINTE TRAIL STE 300 INDIANAPOLIS IN 46250 260262903 SENIOR LIVING IN 501(C)(3) LINE 12A, I BHI SENIOR LIVING INC 1 WESLEY MANOR INC 8330 ALLISON POINTE TRAIL STE 300 INDIANAPOLIS IN 46250 351020934 SENIOR LIVING IN 501(C)(3) LINE 10 BHI RETIREMENT COMMUNITIES INC 1 PRAIRIE LANDING COMMUNITY INC 8330 ALLISON POINTE TRAIL STE 300 INDIANAPOLIS IN 46250 262053830 SENIOR LIVING IN 501(C)(3) LINE 10 BHI RETIREMENT COMMUNITIES INC 1 FOUR SEASONS VILLAS INC 8330 ALLISON POINTE TRAIL STE 300 INDIANAPOLIS IN 46250 311011187 SENIOR LIVING IN 501(C)(3) LINE 10 BHI SENIOR LIVING INC 1 HOOSIER MANOR INC 8330 ALLISON POINTE TRAIL STE 300 INDIANAPOLIS IN 46250 311011190 SENIOR LIVING IN 501(C)(3) LINE 10 BHI SENIOR LIVING INC 1 MAPLE KNOLL COMMUNITIES INC 11100 SPRINGFIELD DRIVE CINCINNATI OH 45246 310544277 SENIOR LIVING OH 501(C)(3) LINE 10 BHI RETIREMENT COMMUNITIES INC 1 MAPLE KNOLL FOUNDATION 11100 SPRINGFIELD DRIVE CINCINNATI OH 45246 881290177 SENIOR LIVING OH 501(C)(3) LINE 7 BHI RETIREMENT COMMUNITIES INC 1 CLARK RETIREMENT COMMUNITY FOUNDATION 1551 FRANKLIN STREET SE GRAND RAPIDS MI 49506 383236052 SENIOR LIVING MI 501(C)(3) LINE 12A, I CLARK RETIREMENT COMMUNITY INC 1 CLARK RETIREMENT SERVICES COMPANY 1551 FRANKLIN STREET SE GRAND RAPIDS MI 49506 842692761 SENIOR LIVING MI 501(C)(3) LINE 12B, II CLARK RETIREMENT COMMUNITY INC 1 CLARK RETIREMENT COMMUNITY INC 1551 FRANKLIN STREET SE GRAND RAPIDS MI 49506 381366932 SENIOR LIVING MI 501(C)(3) LINE 10 BHI RETIREMENT COMMUNITIES INC 1 WESTMINSTER VILLAGE NORTH INC 8330 ALLISON POINTE TRAIL STE 300 INDIANAPOLIS IN 46236 311209757 SENIOR LIVING IN 501(C)(3) LINE 10 BHI RETIREMENT COMMUNITIES INC 1 WESLEY MANOR SOUTHSIDE LP 2455 W TILL ROAD FORT WAYNE IN 46818 473330645 RETIRE LIVING IN WESLEY MANOR RELATED 588 0 1 0.01000 SLDEVELOPMENT INC 8330 ALLISON POINTE TRAIL STE 300 INDIANAPOLIS IN 46250 452664455 GOLF COURSE IN N/A C 1 BHI HOME CARE INC 8330 ALLISON POINTE TRAIL STE 300 INDIANAPOLIS IN 46250 475160712 HOME CARE IN N/A C 1 0 0 1 1 0 0 0 0 0 0 0 0 1 1 1 1 1 1 0 BHI RETIREMENT COMMUNITIES INC R 4536000 FMV BHI FOUNDATION C 191543 FMV