Civic Intelligence

Bhi Foundation Inc.

990 • Fiscal year 2013 • EIN 35-1680796

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 15, 2014

Organization ProfileN/A
5415 Bearberry LaneSuite46268

(317) 873-3371

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.07x

Higher debt load relative to assets than 33% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

77th percentile

0.86x

Higher debt load relative to revenue than 77% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Net Margin

80th percentile

24%

Higher net margin than 80% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

77th percentile

$196,696

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 33.4% of source-year revenue.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Asset Growth

77th percentile

14%

Faster asset growth than 77% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$7,300,560

Up $875,575 (+14%) from 2012

Net Assets

Up

$6,796,603

Up $804,575 (+13%) from 2012

Liabilities

Up

$503,957

Up $71,000 (+16%) from 2012

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin80th percentile

Revenue

$588,534

No earlier filing loaded for comparison.

Expenses

Down

$445,087

Down $9,483 (-2.1%) from 2012

Net Income

$143,447

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth77th 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

2013

Assets$7,300,560
Liabilities$503,957
Net Assets$6,796,603
Open 2013 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

2013

Revenue$588,534
Expenses$445,087
Net Income$143,447
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 15, 2014
Return Version
2013v3.1
Gross Receipts
$1,644,272
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,341,027$5,576,499▲ $235,472
Investments Other Securities$367,801$443,275▲ $75,474
Savings and Temporary Cash Investments$105,958$419,205▲ $313,247
Cash and Non-Interest-Bearing Accounts$49,657$212,964▲ $163,307
Land, Buildings, and Equipment, Net$36,517$18,259▼ $18,258
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$6,424,985$7,300,560▲ $875,575
Other Assets Total$524,025$630,358▲ $106,333
Liabilities
Other Liabilities$376,762$496,794▲ $120,032
Accounts Payable and Accrued Expenses$56,195$7,163▼ $49,032
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$432,957$503,957▲ $71,000
Net Assets / Fund Balance
Unrestricted Net Assets$4,207,674$4,767,752▲ $560,078
Temporarily Rstr Net Assets$1,284,354$1,528,851▲ $244,497
Permanently Rstr Net Assets$500,000$500,000→ $0
Total Net Assets Fund Balance$5,992,028$6,796,603▲ $804,575
Total Liabilities and Net Assets / Fund Balance$6,424,985$7,300,560▲ $875,575

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$18,259$164,328$182,587
Other Assets Org$630,358--
Other Securities$443,275--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$694,613-▲ $111,349$20,000$785,962
2012$640,023-▲ $80,990$20,000$694,613
2011$661,524-▼ $1,501$20,000$640,023
2010$621,033-▲ $60,491$20,000$661,524
2009$515,546-▲ $105,487-$621,033
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Ronald S LaneChairperson
Margaret a McfryeVice-chairperson
Jerry MeredithDirector
Roger E Weideman IiDirector
William R HurtSecretary
Dr Marvin a HenryTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$207,681
Program Service Revenue
$0
Investment Income
$380,853
Other Revenue
$0
All Other Contributions
$207,681
Change in Net Assets
$143,447
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$222,044
Other Expenses$181,043
Total Fundraising Expense$48,564
Salaries, Compensation, and Employee Benefits$42,000
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$182,583--$182,583
Other Salaries and Wages--$42,000$42,000
Grants to Domestic Individuals$39,461--$39,461
Interest-$28,961-$28,961
Depreciation Depletion$18,259--$18,259
Fees for Service Investment Mgmnt Fees-$17,912-$17,912
Travel--$6,564$6,564
Fees for Services Accounting-$3,595-$3,595
Conferences and Meetings-$2,385-$2,385
Other Expenses$1,659--$1,659
Fees for Services Other-$1,611-$1,611
Office Expenses-$197-$197
Total Functional Expenses$341,862$54,661$48,564$445,087
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
35-0931432-501(c)(3)General Support$182,583
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Annuity Obligations$295,127
Trust Liability$201,667
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Question 3

“Management of bhi foundation, inc. Is carried out through its supported organization, bhi senior living, inc.”

Form 990, Part VI, Question 11B

“The 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.”

Form 990, Part VI, Question 12C

“Annually, 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.”

Form 990, Part VI, Question 15A

“Compensation 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.”

Form 990, Part VI, Question 19

“The 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.”

Filing and Contact Details

Filer

EIN
35-1680796
In Care Of
% ROGER E WEIDEMAN II
Phone
3178733371

Signing Officer

Name
Roger E Weideman Ii
Title
Director
Phone
3178733371
Signed
2014-08-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Roger E Weideman Ii
Formed
1985
Legal Domicile
In
Voting Board Members
6
Independent Board Members
5
Employees
0
Volunteers
20

Preparer

Preparer
Nicole B Fishback
Phone
3173834000
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 7

“All salaries and wages are paid by bhi senior living, inc. However, the amount on line 7 represents the amount of salary reimbursed by bhi foundation, inc.”

Financial Statement Notes

Schedule D, Part V, Line 4

“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.”

Schedule D, Part X, Line 2

“Management has evaluated their income tax positions under the guidance included in asc 740. Based on their review, management has not identified any material uncertain tax positions to be recorded or disclosed in the financial statements.”

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IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0661128
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0197
IRS990/OfficeExpensesGrp/TotalAmt0197
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0524025
IRS990/OtherAssetsTotalGrp/EOYAmt0630358
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0WELLNESS PROGRAM EXPENSES
IRS990/OtherExpensesGrp/Desc1MISCELLANEOUS EXPENSE
IRS990/OtherExpensesGrp/ProgramServicesAmt099900
IRS990/OtherExpensesGrp/ProgramServicesAmt11659
IRS990/OtherExpensesGrp/TotalAmt099900
IRS990/OtherExpensesGrp/TotalAmt11659
IRS990/OtherLiabilitiesGrp/BOYAmt0376762
IRS990/OtherLiabilitiesGrp/EOYAmt0496794
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt042000
IRS990/OtherSalariesAndWagesGrp/TotalAmt042000
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt0500000
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt0500000
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0ROGER E WEIDEMAN II
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0103076
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0232608
IRS990/PYInvestmentIncomeAmt0263125
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0186962
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-88369
IRS990/PYSalariesCompEmpBnftPaidAmt035000
IRS990/PYTotalExpensesAmt0454570
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0366201
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0143447
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0105958
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0419205
IRS990ScheduleA/CertificationInd0X
IRS990ScheduleA/Contribution35ControlledInd0false
IRS990ScheduleA/ContributionControllerInd0false
IRS990ScheduleA/ContributionFamilyInd0false
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0350931432
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc009
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0312767
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10BHI SENIOR LIVING INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd0true
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0312767
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.36384
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0694613
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0785962
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0111349
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt020000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt06400
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0640023
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0694613
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt080990
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt020000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0661524
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0640023
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1501
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt020000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0621033
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0661524
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt060491
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt020000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0515546
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0621033
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0105487
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt018259
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0164328
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0182587
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0630358
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0BENEFICIAL INTEREST IN TRUSTS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0295127
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1201667
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ANNUITY OBLIGATIONS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1TRUST LIABILITY
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0443275
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ALTERNATIVE INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.63616
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE $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.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PART V, LINE 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PART X, LINE 2
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt018259
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0630358
IRS990ScheduleD/TotalBookValueSecuritiesAmt0443275
IRS990ScheduleD/TotalLiabilityAmt0496794
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt039461
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0TUITION REIMBURSEMENT
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt010
IRS990ScheduleI/RecipientTable/CashGrantAmt0182583
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10BHI SENIOR LIVING INC
IRS990ScheduleI/RecipientTable/RecipientEIN0350931432
IRS990ScheduleI/RecipientTable/USAddress/AddressLine105415 BEARBERRY LANE
IRS990ScheduleI/RecipientTable/USAddress/City0INDIANAPOLIS
IRS990ScheduleI/RecipientTable/USAddress/State0IN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode046268
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE BOARD REVIEWS AND APPROVES ALL GRANT REQUESTS AND EXPENDITURES. THE BOARD RECEIVES REGULAR REPORTS ON GRANT EXPENDITURES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PART I, LINE 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleJ/AnyNonFixedPaymentsInd0false
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt010000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0161640
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt08841
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt016215
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,300,560
Liabilities
$503,957
Net assets
$6,796,603
Revenue
$588,534
Expenses
$445,087
Net income
$143,447
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