2025-11-10T14:53:55-06:00 2024-12-31 331498605 PLANTE & MORAN PLLC 250 S HIGH ST SUITE 100 COLUMBUS OH 43215 990 2024-01-01 383236052 CLARK RETIREMENT COMMUNITY FOUNDATION CLAR 6164521568 1551 FRANKLIN STREET SE GRAND RAPIDS MI 495063331 ROGER E WEIDEMAN II SVP/CFO 6164521568 2025-11-07 1 1 AMY CIMINELLO P00796388 6148493000 2025-11-06 2024 2025-03-06 01:10:19Z ROGER E WEIDEMAN II 1551 FRANKLIN STREET SE GRAND RAPIDS MI 495063331 2707663 0 X CLARKRETIREMENT.ORG X 1995 MI TO RECEIVE AND ADMINISTER FUNDS TO FURTHER THE MISSION OF CLARK RETIREMENT COMMUNITY, INC. 23 20 0 20 0 0 584262 1944835 0 0 273054 670323 66696 57169 924012 2672327 136946 201011 0 0 0 0 0 0 711841 727177 775393 864123 976404 59889 1695923 13618540 14856293 267229 349158 13351311 14507135 X FOR CLARK RETIREMENT COMMUNUITY, INC., BUILD ENDOWMENT FUNDS FOR BENEVOLENT CARE, CAPITAL NEEDS AND COMMUNITY NEEDS, SPONSOR SPECIAL ACTIVITIES AND PROGRAMS FOR THE COMMUNITY AT LARGE RELATING TO THE HEALTH CARE AND WELFARE OF SENIOR CITIZENS AND THE ELDERLY, RAISE FUNDS THROUGH ANNUAL DRIVES, PLANNED GIVING, AND SPECIAL EVENTS, COORDINATE ALL PUBLIC RELATIONS ACTIVITIES WITH THE LOCAL COMMUNITY AND PUBLICATIONS ON BEHALF OF CLARK RETIREMENT COMMUNITY, INC., AND IMPROVE THE RELATIONSHIP BETWEEN CLARK RETIREMENT COMMUNITY, INC., AND THE UNITED METHODIST CHURCH. 0 0 201011 201011 0 RECEIVED AND ADMINISTERED FUNDS FOR THE SUPPORT OF CLARK RETIREMENT COMMUNITY, INC. RESIDENTS REPRESENTING A TOTAL OF $201,011 IN BENEVOLENCE CARE. 201011 1 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 1 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 9 0 1 0 0 0 0 0 0 1 1 0 0 0 0 0 0 X 23 20 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 MI X ROGER E WEIDEMAN II 3178733371 8330 ALLISON POINTE TRAIL STE 300 INDIANAPOLIS IN 46250 PERCELL SMITH BOARD TRUSTEE & VP OP - CLARK/BHI 1.00 49.00 X X 0 220365 17690 ROGER E WEIDEMAN II BOARD TRUSTEE & SVP/CFO 1.00 49.00 X X 0 392089 54040 JOHN S DATTILO BOARD TRUSTEE & CEO 1.00 49.00 X X 0 516969 60337 MARK CUSTER BOARD TRUSTEE - VICE CHAIR 1.00 0.00 X X 0 0 0 ROBERT HUFF BOARD TRUSTEE - TREASURER 1.00 0.00 X X 0 0 0 DR PRISCILLA KIMBOKO BOARD TRUSTEE - SECRETARY 1.00 0.00 X X 0 0 0 PAT WARING BOARD TRUSTEE - CHAIR 1.00 0.00 X X 0 0 0 MIKE LLOYD BOARD TRUSTEE 1.00 0.00 X 0 0 0 KATHY HOLT BOARD TRUSTEE 1.00 0.00 X 0 0 0 JOHN FITZGERALD BOARD TRUSTEE 1.00 0.00 X 0 0 0 BONNIE MILLER BOARD TRUSTEE - EMERITUS 1.00 0.00 X 0 0 0 GINNY POSTMA BOARD TRUSTEE 1.00 0.00 X 0 0 0 KATHY LAIDLAW BOARD TRUSTEE 1.00 0.00 X 0 0 0 JILL VANWYK BOARD TRUSTEE 1.00 0.00 X 0 0 0 JUDY WELCH BOARD TRUSTEE 1.00 0.00 X 0 0 0 JACK NICHOLS BOARD TRUSTEE 1.00 0.00 X 0 0 0 MIKE RAYMOND BOARD TRUSTEE 1.00 0.00 X 0 0 0 MIKE NOVAKOSKI BOARD TRUSTEE 1.00 0.00 X 0 0 0 JOHN ABBOTT BOARD TRUSTEE 1.00 0.00 X 0 0 0 WILLIAM MILLARD BOARD TRUSTEE 1.00 0.00 X 0 0 0 MICHELE MCISAAC BOARD TRUSTEE 1.00 0.00 X 0 0 0 CHAD SUTLIFFE BOARD TRUSTEE 1.00 0.00 X 0 0 0 JOHN WERT BOARD TRUSTEE - EMERITUS 1.00 0.00 X 0 0 0 0 1129423 132067 0 0 1 0 0 31967 1912868 1944835 164669 164669 505654 0 505654 505654 505654 92505 31967 35336 57169 57169 2672327 0 0 727492 X 201011 201011 63552 63552 292702 292702 1854 1854 17182 17182 1935 1935 1149 1149 FACILITY IMPROVEMENTS 112394 112394 THERAPY EXPENSE 47706 47706 COMMUNITY OUTREACH 18599 18599 SPECIAL EVENTS 17655 17655 200665 200665 976404 201011 63552 711841 315090 365837 227514 118491 7316 0 7324293 8147807 5744327 6224158 13618540 14856293 0 11847 267229 337311 267229 349158 X 3146724 4578634 10204587 9928501 13351311 14507135 13618540 14856293 X 1695923 198402 -738501 X X 0 1 X 1 0 X X 1 CLARK RETIREMENT COMMUNITY INC 381366932 10 1 201011 0 1 201011 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3163256 36213 372558 3572027 2343009 38676 781571 3163256 2341696 1313 2343009 1889307 452389 2341696 1823523 65784 1889307 0.00000 1.00000 0.00000 0 0 0 6224158 F 6224158 ANNUITIES 179321 DUE TO AFFILIATES 157990 337311 PART V, LINE 4: THE ENDOWMENT FUNDS ARE USED TO HELP TO CREATE A COMMUNITY OF DIGNITY, COMPASSION AND RESPECT CENTERED ON THE LIVES OF OLDER ADULTS AND THOSE WHO CARE FOR THEM. GOLF OUTING 124472 31967 92505 1000 27979 6357 124472 31967 92505 1000 27979 6357 35336 57169 1 CLARK RETIREMENT INC 1551 FRANKLIN ST SE GRAND RAPIDS MI 49506 381366932 501(C)(3) 201011 0 N/A N/A PROGRAM ASSISTANCE 1 0 PART I, LINE 2: FUNDS ARE TRANSFERRED TO RELATED TAX-EXEMPT ORGANIZATIONS AND MONITORED INTERNALLY. 0 1 0 0 0 0 0 0 0 JOHN S DATTILO BOARD TRUSTEE & CEO 0 456969 0 60000 0 0 0 25836 0 34501 0 577306 0 0 ROGER E WEIDEMAN II BOARD TRUSTEE & SVP/CFO 0 352089 0 40000 0 0 0 19539 0 34501 0 446129 0 0 PERCELL SMITH BOARD TRUSTEE & VP OP - CLARK/BHI 0 220365 0 0 0 0 0 9308 0 8382 0 238055 0 0 PART I, LINE 3 COMPENSATION PAID BY BHI RETIREMENT COMMUNITIES IS DETERMINED BY THE REVIEW AND APPROVAL OF THE 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. FORM 990, PART VI, SECTION A, LINE 6 CLARK RETIREMENT COMMUNITY, INC. IS THE SOLE MEMBER OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A CLARK RETIREMENT COMMUNITY, INC., THE SOLE MEMBER, HAS THE ABILITY TO APPOINT BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B THE CORPORATION'S BOARD OF TRUSTEES MAY NOT UNDERTAKE THE FOLLOWING ACTIONS WITHOUT THE APPROVAL OF CLARK RETIREMENT COMMUNITY, INC., THE SOLE MEMBER: A) CHANGE THE CORPORATION'S STRATEGIC PLANS OR PURPOSES; B) AMEND THE CORPORATION'S ARTICLES OF INCORPORATION OR BYLAWS; C) SELL, TRANSFER OR DISPOSE OF THE CORPORATION'S ASSETS OR INVESTMENTS, OR CAUSE THE CORPORATION TO PURCHASE ASSETS OR MAKE AN INVESTMENT, IN A SINGLE TRANSACTION OR SERIES OF INTEGRATED TRANSACTIONS WITH A VALUE IN EXCESS OF AN AMOUNT ESTABLISHED FROM TIME TO TIME BY THE MEMBER'S BOARD; D) ADOPT THE CORPORATION'S ANNUAL CAPITAL AND OPERATING BUDGETS AND APPROVE DEVIATIONS FROM LINE ITEMS IN THE BUDGET IN EXCESS OF AN AMOUNT ESTABLISHED FROM TIME TO TIME BY THE MEMBER BOARD; E) INCUR OR GUARANTEE DEBT OF THE CORPORATION IN EXCESS OF AN AMOUNT ESTABLISHED FROM TIME TO TIME BY THE MEMBER BOARD; F) APPOINT OR REMOVE THE MEMBERS OF THE CORPORATION'S BOARD OF TRUSTEES; G) APPROVE THE CORPORATION'S PARTICIPATION IN ANY NEW JOINT VENTURE WITH A PERSON OR ENTITY NOT CONTROLLED DIRECTLY OR INDIRECTLY BY THE MEMBER, WHETHER SUCH ACTIVITIES ARE CONDUCTED THROUGH THE USE OF A CORPORATION, PARTNERSHIP, OR OTHER FORM OF ORGANIZATION; AND H) APPROVE ANY MATERIAL CHANGE IN THE CORPORATION'S INVESTMENT POLICY. FORM 990, PART VI, SECTION B, LINE 11B REVIEW OF THE ORGANIZATION'S FORM 990 PRIOR TO THE FILING OF THE RETURN IS MADE BY AN OFFICER OF THE MANAGING AGENT OF THE ORGANIZATION. THE FORM 990 IS ALSO REVIEWED BY THE BOARD OF DIRECTORS AND AN INDEPENDENT ACCOUNTING FIRM PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, THE BOARD IS REQUIRED TO COMPLETE A CONFLICT OF INTEREST DOCUMENT. THESE DOCUMENTS ARE REVIEWED ANNUALLY TO ENSURE COMPLIANCE. WHEN A CONFLICT OF INTEREST IS IDENTIFIED, THE INDIVIDUAL WITH THE CONFLICT OF INTEREST WITH CLARK RETIREMENT COMMUNITY CAN NOT INFLUENCE IN ANY WAY AND MUST ABSTAIN FROM VOTING ON ANY OUTCOME RELATED TO THE CONFLICT OF INTEREST. 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 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. ADDITIONALLY, PORTIONS OF THE FINANCIAL STATEMENTS ARE INCLUDED IN THE ANNUAL DISCLOSURE STATEMENT. FORM 990, PART IX, LINE 11G CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 292,702. TOTAL EXPENSES 292,702. FORM 990, PART XI, LINE 9: CHANGE IN INTEREST OF CHARITABLE FOUNDATION -738,501. FORM 990, PART XII, LINE 2C: THERE HAS BEEN NO CHANGE IN PROCESS FROM THE PRIOR YEAR. CLARK RETIREMENT COMMUNITY INC 1551 FRANKLIN SE GRAND RAPIDS MI 495063331 381366932 LONG-TERM CARE FACILITY MI 501(C)(3) LINE 10 BHI SENIOR LIVING 1 CLARK RETIREMENT SERVICES COMPANY 1551 FRANKLIN STREET SE GRAND RAPIDS MI 495063331 842692761 SUPPORTING ORGANIZATION MI 501(C)(3) LINE 12B, II BHI SENIOR LIVING INC 1 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 BHI SENIOR LIVING INC 8330 ALLISON POINTE TRAIL SUITE 300 INDIANAPOLIS IN 46250 350931432 SENIOR LIVING IN 501(C)(3) LINE 10 N/A 0 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 WESLEY MANOR SOUTHSIDE LP 1555 N MARKET STREET FRANKFORT IN 46041 RETIRE LIVING IN N/A 0 1 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 1546 SHERMAN STREET LLC 1551 FRANKLIN STREET SE GRAND RAPIDS MI 49506 843920830 INVESTMENT COMPANY MI N/A C 1 0 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0