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Nonprofiteer
← BHI SENIOR LIVING INC

Form 990 for tax year 2024

Filed by BHI SENIOR LIVING INC.

Totals

Total revenue
$87,244,550
Total expenses
$77,842,759
Contributions and grants received
$191,543
Grants paid
$0
Program service revenue
$78,417,775
Investment income
$8,564,517
Other revenue
$70,715
Total assets, end of year
$394,691,282
Total liabilities, end of year
$383,059,197
Net assets or fund balances, end of year
$11,632,085
Program services expenses (Part IX)
$72,440,995
Management and general expenses
$5,401,764
Fundraising expenses
$0
Program service expenses (Part III)
$72,440,995

Program services were 93.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $191,543

  • 2a · Program service revenue: SERVICE FEES

    total $65,950,536 · related or exempt $65,950,536

  • 2b · Program service revenue: ANCILLARY SERVICES

    total $6,377,044 · related or exempt $6,377,044

  • 2c · Program service revenue: ENTRANCE FEES

    total $5,610,945 · related or exempt $5,610,945

  • 2d · Program service revenue: PROCESS AND APPLICATION

    total $479,250 · related or exempt $479,250

  • 3 · Investment income

    total $3,646,931 · excluded $3,646,931

  • 7a · Gross sales of assets other than inventory

    securities $95,302,419 · other assets $136,777

  • 7b · Less cost or other basis and sales expenses

    securities $90,521,610 · other assets $0

  • 7c · Gain or loss

    securities $4,780,809 · other assets $136,777

  • 7d · Net gain or loss

    total $4,917,586 · excluded $4,917,586

  • 11a · Other revenue: SAMARITAN ALLIANCE FUNDS

    total $70,715 · excluded $70,715

  • 11e · Other revenue, total

    $70,715

Functional expenses

Part IX, the statement of functional expenses.

  • 7 · Other salaries and wages

    total $22,581,842 · program services $20,848,254 · management and general $1,733,588

  • 8 · Pension plan contributions

    total $496,328 · program services $436,244 · management and general $60,084

  • 9 · Other employee benefits

    total $4,123,852 · program services $3,803,577 · management and general $320,275

  • 10 · Payroll taxes

    total $1,724,260 · program services $1,591,760 · management and general $132,500

  • 11a · Fees: management

    total $4,536,000 · program services $4,536,000

  • 11b · Fees: legal

    total $47,233 · management and general $47,233

  • 11c · Fees: accounting

    total $6,000 · management and general $6,000

  • 11f · Fees: investment management

    total $166,174 · management and general $166,174

  • 11g · Fees: other

    total $13,370,738 · program services $13,217,796 · management and general $152,942

  • 12 · Advertising and promotion

    total $469,531 · program services $454,886 · management and general $14,645

  • 13 · Office expenses

    total $1,093,534 · program services $561,256 · management and general $532,278

  • 14 · Information technology

    total $658,948 · management and general $658,948

  • 16 · Occupancy

    total $3,419,529 · program services $3,353,261 · management and general $66,268

  • 17 · Travel

    total $152,448 · program services $140,408 · management and general $12,040

  • 19 · Conferences, conventions and meetings

    total $30,685 · program services $8,449 · management and general $22,236

  • 20 · Interest

    total $8,211,022 · program services $8,211,022

  • 22 · Depreciation, depletion and amortization

    total $11,853,749 · program services $11,853,749

  • 23 · Insurance

    total $1,442,623 · program services $59,873 · management and general $1,382,750

  • 24a · Other expenses: RESIDENT EXPENSE

    total $1,953,774 · program services $1,953,774

  • 24b · Other expenses: MEDICAL PURCHASES/SUPPL

    total $661,192 · program services $661,192

  • 24c · Other expenses: REPAIRS AND RENOVATIONS

    total $473,787 · program services $473,787

  • 24d · Other expenses: SPECIAL PROGRAMS

    total $208,914 · program services $208,914

  • 24e · All other expenses

    total $160,596 · program services $66,793 · management and general $93,803

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $5,529 · end of year $3,322

  • 2 · Savings and temporary cash investments

    beginning of year $18,191,866 · end of year $10,038,980

  • 4 · Accounts receivable

    beginning of year $11,436,511 · end of year $15,028,869

  • 8 · Inventories for sale or use

    beginning of year $117,781 · end of year $117,781

  • 9 · Prepaid expenses and deferred charges

    beginning of year $115,533 · end of year $124,172

  • 10a · Land, buildings and equipment: cost or other basis

    $408,348,043

  • 10b · Land, buildings and equipment: accumulated depreciation

    $124,116,653

  • 10c · Land, buildings and equipment, net

    beginning of year $259,244,761 · end of year $284,231,390

  • 11 · Investments: publicly traded securities

    beginning of year $49,066,068 · end of year $67,093,712

  • 12 · Investments: other securities

    beginning of year $7,128,712 · end of year $7,216,508

  • 15 · Other assets

    beginning of year $10,453,827 · end of year $10,836,548

  • 17 · Accounts payable and accrued expenses

    beginning of year $7,578,112 · end of year $8,978,629

  • 19 · Deferred revenue

    beginning of year $156,966,532 · end of year $170,338,091

  • 20 · Tax-exempt bond liabilities

    beginning of year $188,731,890 · end of year $203,575,041

  • 25 · Other liabilities

    beginning of year $0 · end of year $167,436

  • 27 · Net assets without donor restrictions

    beginning of year $2,484,054 · end of year $11,632,085

Mission and programs · 2024

Mission

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.

Activities or mission (Part I)

THE MISSION OF BHI SENIOR LIVING, INC. IS TO ENHANCE THE QUALITY OF LIFE FOR OLDER ADULTS WITHIN A SECURE ENVIRONMENT.

  • BHI SENIOR LIVING, INC IS A NOT-FOR-PROFIT CORPORATION, PROVIDING CONTINUING CARE SERVICES TO THE ELDERLY UNDER THE TERMS OF CONTINUING CARE AGREEMENTS.

    Expenses $72,440,995 · Revenue $78,417,775

As filed on the 2024 return.

Listed in Part VII

  • John S Dattilo

    DIRECTOR & PRESIDENT/CEO

    Total calculated
    $577,306
    From this org
    $0
    From related orgs
    $516,969
    Other
    $60,337
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $456,969 related
    Bonus
    $0 + $60,000 related
    Other
    $0
    Deferred
    $0 + $25,836 related
    Nontaxable benefits
    $0 + $34,501 related
    Filer's total
    $0 + $577,306 related

  • Roger E Weideman II

    DIRECTOR & SVP/CFO

    Total calculated
    $446,129
    From this org
    $0
    From related orgs
    $392,089
    Other
    $54,040
    Hours/week
    2 + 48 related

    Schedule J breakdown matched by us

    Base
    $0 + $352,089 related
    Bonus
    $0 + $40,000 related
    Other
    $0
    Deferred
    $0 + $19,539 related
    Nontaxable benefits
    $0 + $34,501 related
    Filer's total
    $0 + $446,129 related

  • Jane A Richardson

    DIRECTOR & CHAIRPERSON

    Total calculated
    $0
    Hours/week
    2 + 16 related

  • Jeffrey A Terp

    DIRECTOR & VICE CHAIRPERSON

    Total calculated
    $0
    Hours/week
    2 + 14 related

  • Wendy L Meredith

    DIRECTOR & SECRETARY

    Total calculated
    $0
    Hours/week
    2 + 18 related

  • John Bloomstrom

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 13 related

  • Jeffrey Caldwell

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 14 related

  • Doug Dalton

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 6 related

  • Brian Ellis

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 14 related

  • L Dean Jones

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 14 related

  • Beth Kelly

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 14 related

  • Beth Koselke

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 6 related

  • Roger D Miller

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 18 related

  • Fred Robbins

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 15 related

  • Jane A Seigel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2 + 14 related

  • Dexter H Cooley

    DIRECTOR - PART YEAR

    Total calculated
    $0
    Hours/week
    2 + 9 related

  • Daniel Carr

    VICE PRESIDENT & COO

    Total calculated
    $320,125
    From this org
    $0
    From related orgs
    $281,240
    Other
    $38,885
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $268,112 related
    Bonus
    $0 + $13,128 related
    Other
    $0
    Deferred
    $0 + $14,027 related
    Nontaxable benefits
    $0 + $24,858 related
    Filer's total
    $0 + $320,125 related

  • Mark Prifogle

    VP OPERATIONS

    Total calculated
    $284,980
    From this org
    $0
    From related orgs
    $239,224
    Other
    $45,756
    Hours/week
    1 + 49 related

    Schedule J breakdown matched by us

    Base
    $0 + $227,974 related
    Bonus
    $0 + $11,250 related
    Other
    $0
    Deferred
    $0 + $11,958 related
    Nontaxable benefits
    $0 + $33,798 related
    Filer's total
    $0 + $284,980 related

  • Mindy Kantz

    EXECUTIVE DIRECTOR

    Total calculated
    $250,174
    From this org
    $210,859
    From related orgs
    $0
    Other
    $39,315
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $202,897
    Bonus
    $7,962
    Other
    $0
    Deferred
    $10,536
    Nontaxable benefits
    $28,779
    Filer's total
    $250,174

  • John Koontz

    MARKETING DIRECTOR

    Total calculated
    $186,000
    From this org
    $154,720
    From related orgs
    $0
    Other
    $31,280
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $152,500
    Bonus
    $2,220
    Other
    $0
    Deferred
    $7,727
    Nontaxable benefits
    $23,553
    Filer's total
    $186,000

  • Rebecca Stenner

    EXECUTIVE DIRECTOR

    Total calculated
    $172,469
    From this org
    $157,699
    From related orgs
    $0
    Other
    $14,770
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $151,643
    Bonus
    $6,056
    Other
    $0
    Deferred
    $4,950
    Nontaxable benefits
    $9,820
    Filer's total
    $172,469

  • Amanda Palace

    SALES DIRECTOR

    Total calculated
    $160,321
    From this org
    $137,282
    From related orgs
    $0
    Other
    $23,039
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $136,482
    Bonus
    $800
    Other
    $0
    Deferred
    $6,863
    Nontaxable benefits
    $16,176
    Filer's total
    $160,321

  • Anna Weaver

    DIRECTOR OF NURSING

    Total calculated
    $159,993
    From this org
    $140,478
    From related orgs
    $0
    Other
    $19,515
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $136,497
    Bonus
    $3,981
    Other
    $0
    Deferred
    $6,940
    Nontaxable benefits
    $12,575
    Filer's total
    $159,993

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

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.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • WESLEY MANOR SOUTHSIDE LP

    RELATED · RETIRE LIVING · IN · 1% owned · share of assets $588 · general or managing partner

    Directly controlled by WESLEY MANOR

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • SLDEVELOPMENT INC

    C · GOLF COURSE · IN · controlled entity

  • BHI HOME CARE INC

    C · HOME CARE · IN · controlled entity

Provenance

Return type
form_990
Tax year
2024
Filed
7 November 2025
IRS schema version
2024v5.2
Source object
202513149349301516

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