Civic Intelligence

Bhi Foundation Inc.

990 • Fiscal year 2012 • EIN 35-1680796

Jan 01, 2012 to Dec 31, 2012 • Filed on Aug 15, 2013

Organization ProfileWWW.BHISENIORLIVING.ORG/FOUNDATION
5415 Bearberry LaneSuite46268
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

31st percentile

0.07x

Higher debt load relative to assets than 31% of similar nonprofits.

2012 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

72nd percentile

8.9%

Faster asset growth than 72% of similar nonprofits.

2012 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$6,424,985

Up $523,388 (+8.9%) from 2011

Net Assets

Up

$5,992,028

Up $316,304 (+5.6%) from 2011

Liabilities

Up

$432,957

Up $207,084 (+92%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$454,570

Up $78,510 (+21%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth72nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0Assets 2011: $5,901,597Liabilities 2011: $225,873Net Assets 2011: $5,675,7242011Assets 2012: $6,424,985Liabilities 2012: $432,957Net Assets 2012: $5,992,0282012Assets 2013: $7,300,560Liabilities 2013: $503,957Net Assets 2013: $6,796,6032013Assets 2014: $8,345,788Liabilities 2014: $986,251Net Assets 2014: $7,359,5372014Assets 2015: $7,508,111Liabilities 2015: $881,470Net Assets 2015: $6,626,6412015Assets 2016: $7,537,557Liabilities 2016: $813,925Net Assets 2016: $6,723,6322016Assets 2017: $8,029,225Liabilities 2017: $741,208Net Assets 2017: $7,288,0172017Assets 2018: $7,007,395Liabilities 2018: $650,835Net Assets 2018: $6,356,5602018Assets 2019: $7,726,117Liabilities 2019: $633,589Net Assets 2019: $7,092,5282019Assets 2020: $7,977,493Liabilities 2020: $603,698Net Assets 2020: $7,373,7952020Assets 2021: $8,620,000Liabilities 2021: $260,576Net Assets 2021: $8,359,4242021Assets 2022: $6,748,777Liabilities 2022: $278,453Net Assets 2022: $6,470,3242022Assets 2023: $7,208,545Liabilities 2023: $215,675Net Assets 2023: $6,992,8702023Assets 2024: $7,507,750Liabilities 2024: $183,557Net Assets 2024: $7,324,1932024

Highlighted filing

2012

Assets$6,424,985
Liabilities$432,957
Net Assets$5,992,028
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $376,0602011Expenses 2012: $454,5702012Revenue 2013: $588,534Expenses 2013: $445,087Net Income 2013: $143,4472013Revenue 2014: $1,083,291Expenses 2014: $522,523Net Income 2014: $560,7682014Revenue 2015: $585,518Expenses 2015: $698,887Net Income 2015: -$113,3692015Revenue 2016: $468,794Expenses 2016: $724,719Net Income 2016: -$255,9252016Revenue 2017: $616,066Expenses 2017: $771,373Net Income 2017: -$155,3072017Revenue 2018: $596,961Expenses 2018: $813,610Net Income 2018: -$216,6492018Revenue 2019: $614,455Expenses 2019: $791,788Net Income 2019: -$177,3332019Revenue 2020: $745,310Expenses 2020: $807,096Net Income 2020: -$61,7862020Revenue 2021: $696,583Expenses 2021: $817,990Net Income 2021: -$121,4072021Revenue 2022: $748,448Expenses 2022: $863,011Net Income 2022: -$114,5632022Revenue 2023: $488,933Expenses 2023: $986,070Net Income 2023: -$497,1372023Revenue 2024: $2,913,611Expenses 2024: $1,915,220Net Income 2024: $998,3912024

Highlighted filing

2012

Revenue-
Expenses$454,570
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Aug 15, 2013
Return Version
2012v2.1
Gross Receipts
$1,290,256
Mission and Program Overview

Mission

To support bhi senior living, inc., a section 501(c)3 organization.

Filing and Contact Details

Filer

EIN
35-1680796
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IRS990ScheduleJ/InitialContractException0false
IRS990/ScheduleJRequired0true
IRS990ScheduleJ/SeverancePayment0false
IRS990ScheduleJ/SupplementalNonqualRetirePlan0false
IRS990ScheduleO/GeneralExplanation/Explanation0MANAGEMENT OF BHI FOUNDATION, INC. IS CARRIED OUT THROUGH ITS SUPPORTED ORGANIZATION, BHI SENIOR LIVING, INC.
IRS990ScheduleO/GeneralExplanation/Explanation1THE CFO AND CEO OF BHI SENIOR LIVING, INC. WILL REVIEW THE 990 PRIOR TO FILING. A DRAFT COPY OF THE 990 WILL BE MADE AVAILABLE TO ALL DIRECTORS TO REVIEW PRIOR TO FILING. THE FORM 990 WILL ALSO BE REVIEWED BY AN INDEPENDENT ACCOUNTING FIRM PRIOR TO FILING.
IRS990ScheduleO/GeneralExplanation/Explanation2ANNUALLY, 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.
IRS990ScheduleO/GeneralExplanation/Explanation3COMPENSATION PAID BY BHI SENIOR LIVING, INC. ON BEHALF OF BHI FOUNDATION, IS DETERMINED BY THE REVIEW AND APPROVAL OF THE BOARD WHICH INCLUDES CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION.
IRS990ScheduleO/GeneralExplanation/Explanation4THE FORM 990 IS AVAILABLE UPON REQUEST AT THE MAIN OFFICE, 5415 BEARBERRY LANE, INDIANAPOLIS, IN 46268. THE OTHER GOVERNING DOCUMENTS HAVE NOT GENERALLY BEEN MADE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/GeneralExplanation/Explanation5ALL SALARIES AND WAGES ARE PAID BY BHI SENIOR LIVING, INC. HOWEVER, THE AMOUNT ON LINE 7 REPRESENTS THE AMOUNT OF SALARY REIMBURSED BY BHI FOUDATION, INC.
IRS990ScheduleO/GeneralExplanation/Identifier0DELEGATION OF CONTROL TO A MANAGEMENT COMPANY OR OTHER PERSON
IRS990ScheduleO/GeneralExplanation/Identifier1PROCESS TO REVIEW THE FORM 990
IRS990ScheduleO/GeneralExplanation/Identifier2PROCESS FOR MONITORING COMPLIANCE WITH CONFLICT OF INTEREST POLICY
IRS990ScheduleO/GeneralExplanation/Identifier3REVIEW OF CEO OR TOP MGMT OFFICIAL COMPENSATION
IRS990ScheduleO/GeneralExplanation/Identifier4GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/GeneralExplanation/Identifier5SALARY REIMBURSEMENT FROM BHI SENIOR LIVING
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, QUESTION 3
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, QUESTION 11B
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, QUESTION 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, QUESTION 15A
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART VI, QUESTION 19

Document Assets

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$6,424,985
Liabilities
$432,957
Net assets
$5,992,028
Revenue
-
Expenses
$454,570
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.51$0.18$7.32$2.91$1.92$1.00
2023Detailed filing. Detailed filing data is available for this year.$7.21$0.22$6.99$0.49$0.99$0.50
2022Detailed filing. Detailed filing data is available for this year.$6.75$0.28$6.47$0.75$0.86$0.11
2021Detailed filing. Detailed filing data is available for this year.$8.62$0.26$8.36$0.70$0.82$0.12
2020Detailed filing. Detailed filing data is available for this year.$7.98$0.60$7.37$0.75$0.81$0.06
2019Detailed filing. Detailed filing data is available for this year.$7.73$0.63$7.09$0.61$0.79$0.18
2018Detailed filing. Detailed filing data is available for this year.$7.01$0.65$6.36$0.60$0.81$0.22
2017Detailed filing. Detailed filing data is available for this year.$8.03$0.74$7.29$0.62$0.77$0.16
2016Detailed filing. Detailed filing data is available for this year.$7.54$0.81$6.72$0.47$0.72$0.26
2015Detailed filing. Detailed filing data is available for this year.$7.51$0.88$6.63$0.59$0.70$0.11
2014Detailed filing. Detailed filing data is available for this year.$8.35$0.99$7.36$1.08$0.52$0.56
2013Detailed filing. Detailed filing data is available for this year.$7.30$0.50$6.80$0.59$0.45$0.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.42$0.43$5.99$0.45
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.90$0.23$5.68$0.38