Civic Intelligence

Bhi Foundation Inc.

990 • Fiscal year 2015 • EIN 35-1680796

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 15, 2016

5415 Bearberry LaneIndianapolis, IN 46268

(317) 873-3371

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.12x

Higher debt load relative to assets than 42% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

85th percentile

1.51x

Higher debt load relative to revenue than 85% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

12th percentile

-19%

Higher net margin than 12% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

80th percentile

$221,903

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 37.9% of source-year revenue.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

10th percentile

-10%

Faster asset growth than 10% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

6th percentile

-46%

Faster revenue growth than 6% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Assets

Down

$7,508,111

Down $837,677 (-10%) from 2014

Net Assets

Down

$6,626,641

Down $732,896 (-10.0%) from 2014

Liabilities

Down

$881,470

Down $104,781 (-11%) from 2014

Revenue

Down

$585,518

Down $497,773 (-46%) from 2014

Expenses

Up

$698,887

Up $176,364 (+34%) from 2014

Net Income

Down

-$113,369

Down $674,137 (-120%) from 2014

Historical Trend

Balance Sheet Trend

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

2015

Assets$7,508,111
Liabilities$881,470
Net Assets$6,626,641

Operations Trend

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

2015

Revenue$585,518
Expenses$698,887
Net Income-$113,369
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 15, 2016
Return Version
2015v2.1
Gross Receipts
$2,221,813
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$5,806,339$5,790,176▼ $16,163
Savings and Temporary Cash Investments$404,097$548,874▲ $144,777
Investments Other Securities$471,367$435,266▼ $36,101
Cash and Non-Interest-Bearing Accounts$1,062,053$125,689▼ $936,364
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$8,345,788$7,508,111▼ $837,677
Other Assets Total$601,932$608,106▲ $6,174
Liabilities
Other Liabilities$890,285$849,923▼ $40,362
Accounts Payable and Accrued Expenses$95,966$31,547▼ $64,419
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$986,251$881,470▼ $104,781
Net Assets / Fund Balance
Unrestricted Net Assets$4,721,574$4,138,092▼ $583,482
Temporarily Rstr Net Assets$2,137,963$1,988,549▼ $149,414
Permanently Rstr Net Assets$500,000$500,000→ $0
Total Net Assets Fund Balance$7,359,537$6,626,641▼ $732,896
Total Liabilities and Net Assets / Fund Balance$8,345,788$7,508,111▼ $837,677

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$182,587$182,587
Other Assets Org$608,106--
Other Securities$435,266--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$782,057-▼ $21,942$39,502$720,613
2014$785,962-▲ $31,847$35,752$782,057
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
Compensation and Service Providers

Board Members and Trustees

NameTitle
Ronald S LaneDirector & Chairperson
Margaret A McFryeDirector & Vice Chairperson
Roger E Weideman IIDirector
William R HurtDirector
Jerry MeredithDirector & Assistant Secretary
Marvin A HenryDIRECTOR & Treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$131,651
Program Service Revenue
$0
Investment Income
$453,867
Other Revenue
$0
All Other Contributions
$131,651
Change in Net Assets
$-113,369
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$373,147
Other Expenses$281,340
Total Fundraising Expense$50,761
Salaries, Compensation, and Employee Benefits$44,400
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$345,757--$345,757
Interest-$130,998-$130,998
Other Expenses$116,282--$116,282
Other Salaries and Wages--$44,400$44,400
Grants to Domestic Individuals$27,390--$27,390
Fees for Service Investment Mgmnt Fees-$20,019-$20,019
Travel--$6,361$6,361
Fees for Services Accounting-$3,925-$3,925
Fees for Services Other-$1,559-$1,559
Fees for Services Legal-$1,538-$1,538
Conferences and Meetings-$450-$450
Office Expenses-$208-$208
Total Functional Expenses$489,429$158,697$50,761$698,887
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Bhi Senior Living IncIndianapolis, IN501(c)(3)General Support$345,757
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$671,345
Trust Liability$178,578
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, Section A, Line 3

Delegation of control to a management company or other person: management of bhi foundation, inc. Is carried out through its supported organization, bhi senior living, inc.

Form 990, Part VI, Section B, Line 11B

Process to review the form 990: 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, Section B, Line 12C

Process for monitoring compliance with conflict of interest policy: 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 15A & 15B

Review of ceo or top mgmt official compensation: compensation paid by bhi senior living, inc. On behalf of bhi foundation, inc. Is determined by the review and approval of the board which includes contemporaneous substantiation of the deliberation and decision.

Form 990, Part VI, Section C, Line 19

Governing documents available to the public: 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 available to the public.

Filing and Contact Details

Filer

Filer Name
BHI Foundation Inc
EIN
35-1680796
In Care Of
% ROGER E WEIDEMAN II
Phone
3178733371
Address
5415 BEARBERRY LANE, INDIANAPOLIS, IN 46268

Signing Officer

Name
Roger E Weideman Ii
Title
Director
Phone
3178733371
Signed
2016-11-15
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
1
Volunteers
20

Preparer

Firm
Bkd Llp
Address
201 N Illinois Street, Indianapolis, IN 46204
Preparer
Nicole B Fishback
Phone
3173834000
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 7

Salary reimbursement from bhi senior living: 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

Use of endowment funds: 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

Asc 48 disclosure: 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/NetGainOrLossInvestmentsGrp/ExclusionAmt0218334
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IRS990/OtherAssetsTotalGrp/EOYAmt0608106
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0WELLNESS PROGRAM EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt0116282
IRS990/OtherExpensesGrp/TotalAmt0116282
IRS990/OtherLiabilitiesGrp/BOYAmt0890285
IRS990/OtherLiabilitiesGrp/EOYAmt0849923
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IRS990/OtherSalariesAndWagesGrp/TotalAmt044400
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IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0ROGER E WEIDEMAN II
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IRS990/PYInvestmentIncomeAmt0317291
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE FOUNDATION PROVIDES FINANCIAL ASSISTANCE (I.E., TUITION REIMBURSEMENT FOR COLLEGE CLASSES) TO QUALIFYING EMPLOYEES OF BHI SENIOR LIVING, INC. WHO ARE EITHER PURSUING PROFESSIONAL NURSING LICENSURE OR FOR FULL TIME EMPLOYEES WHO ARE SEEKING TO ENHANCE PROFESSIONAL GROWTH THROUGH PARTICIPATION IN EDUCATIONAL PROGRAMS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, QUESTION 6
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd0true
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0350931432
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd09
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0489429
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0BHI SENIOR LIVING INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt0489429
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/BoardDesignatedBalanceEOYPct00.30615
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0782057
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0720613
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-21942
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt039502
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0785962
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0782057
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt031847
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt035752
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0694613
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0785962
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0111349
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt020000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt06400
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0640023
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0694613
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt080990
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt020000
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0640023
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt020000
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt00
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0182587
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0182587
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0608106
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0BENEFICIAL INTEREST IN TRUSTS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0671345
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1178578
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ANNUITY OBLIGATIONS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1TRUST LIABILITY
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0435266
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ALTERNATIVE INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.69385
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0USE OF ENDOWMENT FUNDS: 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.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ASC 48 DISCLOSURE: 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PART V, LINE 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PART X, LINE 2
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IRS990ScheduleD/TotalBookValueOtherAssetsAmt0608106
IRS990ScheduleD/TotalBookValueSecuritiesAmt0435266
IRS990ScheduleD/TotalLiabilityAmt0849923
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt027390
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0EMPLOYEE SCHOLARSHIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt09
IRS990ScheduleI/RecipientTable/CashGrantAmt0345757
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0BHI SENIOR LIVING INC
IRS990ScheduleI/RecipientTable/RecipientEIN0350931432
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt05415 BEARBERRY LANE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0INDIANAPOLIS
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd046268
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0PROCESS FOR MONITORING GRANTS: BHI FOUNDATION, INC. PROVIDES THE MAJORITY OF ITS GRANTS TO THE COMMUNITIES OF BHI SENIOR LIVING, INC. THE FOUNDATION IS A TYPE II SUPPORTING ORGANIZATION FOR BHI SENIOR LIVING, INC. AND THEIR FINANCIAL STATEMENTS ARE CONSOLIDATED. THE MAJORITY OF THE FOUNDATION'S BOARD MEMBERS ALSO SERVE ON THE BOARD OF BHI SENIOR LIVING, INC. THROUGH THE BUDGETING PROCESS THE FOUNDATION'S BOARD APPROVES ALL GRANT REQUESTS AND EXPENDITURES RECEIVED FROM BHI SENIOR LIVING, INC.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PART I, LINE 2
IRS990ScheduleI/Total501c3OrgCnt01
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IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd0false
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd0false
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd0false
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/InitialContractExceptionInd0false
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt015000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0176286
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt09864
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt020753
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Roger E Weideman II

Document Assets

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Filings

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