2024-10-22T08:58:33-05:00 2023-12-31 381357951 PLANTE & MORAN PLLC 250 S HIGH ST SUITE 100 COLUMBUS OH 43215 990 2023-01-01 311011190 HOOSIER MANOR INC HOOS 3178733371 8330 ALLISON POINTE TRAIL STE 300 INDIANAPOLIS IN 46268 ROGER WEIDEMAN II SR. VICE PRESIDENT 3188733371 2024-10-17 1 1 AMY CIMINELLO P00796388 6148493000 2024-10-16 2023 2024-10-15 13:58:12Z CRAWFORD MANOR WENDY L MEREDITH 8330 ALLISON POINTE TRAIL STE 300 INDIANAPOLIS IN 46268 717515 0 X WWW.CRMANOR.COM X 1981 IN TO OPERATE A HUD SUBSIDIZED RENTAL HOUSING PROJECT FOR LOW INCOME ELDERLY AND PERSONS NEEDING A SPECIALLY-DESIGNED RENTAL UNIT. 4 2 3 10 0 0 627101 428547 314960 264034 1182 6342 6288 18592 949531 717515 0 0 0 0 160421 182779 0 0 0 690675 1300190 851096 1482969 98435 -765454 2410141 1580131 2685336 2620780 -275195 -1040649 TO OPERATE A HUD SUBSIDIZED RENTAL HOUSING PROJECT FOR LOW INCOME ELDERLY AND PERSONS NEEDING A SPECIALLY-DESIGNED RENTAL UNIT. 0 0 1274225 0 264034 PROVIDE HUD SUBSIDIZED HOUSING FOR LOW INCOME ELDERLY AND PERSONS NEEDING A SPECIALLY-DESIGNED RENTAL UNIT. 1274225 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 X 9 0 1 3 1 0 0 0 0 0 0 0 0 0 0 0 0 X 4 2 0 1 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 IN X ROGER E WEIDEMAN II 3178733371 8330 ALLISON POINTE TRAIL STE 300 INDIANAPOLIS IN 46250 JOHN S DATTILO DIRECTOR & PRESIDENT/CEO 2.00 50.00 X X 0 404814 47926 ROGER WEIDEMAN II DIRECTOR & SENIOR VP/CFO 2.00 50.00 X X 0 358586 46241 WENDY L MEREDITH DIRECTOR & CHAIRPERSON 2.00 12.00 X X 0 0 0 ROGER D MILLER DIRECTOR & VICE-CHAIRPERSON 2.00 12.00 X X 0 0 0 0 763400 94167 0 0 1 0 0 428547 428547 RESIDENT RENTAL INCOME 531110 264034 264034 264034 6342 6342 SECURITY DEPOSITS 531110 14843 14843 LAUNDRY INCOME 531110 3749 3749 18592 717515 264034 0 24934 151358 151358 22006 22006 9415 9415 48964 48964 47385 47385 15750 15750 97967 97967 5850 5850 95272 2195 93077 105455 105455 3075 3075 93822 93822 693787 693787 33364 33364 REPAIRS & MAINTENANCE 24489 24489 SUPPLIES 19333 19333 RENT EXPENSE 12109 12109 DUES 3568 3568 1482969 1274225 208744 0 142984 21847 1077882 1155946 690 690 3796 2298 5055645 4656295 1089173 399350 95616 0 2410141 1580131 194052 2602467 2459526 0 31758 18313 2685336 2620780 X -275195 -1040649 -275195 -1040649 2410141 1580131 -765454 0 X X 0 0 0 X 607195 615466 627101 428547 2278309 884453 279831 298591 314960 264034 2041869 884453 887026 914057 942061 692581 4320178 0 0 0 4320178 2077 1399 853 1182 6342 11853 2077 1399 853 1182 6342 11853 9753 7852 6288 18592 42485 886530 898178 922762 949531 717515 4374516 0.98760 0.99320 0.00270 0.00150 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: INSURANCE CLAIM - 2020 AMOUNT: $ 2,831. SECURITY DEPOSIT - 2020 AMOUNT: $ 1,918. 2021 AMOUNT: $ 2,701. 2022 AMOUNT: $ 928. 2023 AMOUNT: $ 14,843. LAUNDRY INCOME - 2020 AMOUNT: $ 4,710. 2021 AMOUNT: $ 4,861. 2022 AMOUNT: $ 5,026. 2023 AMOUNT: $ 3,749. DAMAGES AND CLEANING - 2020 AMOUNT: $ 294. 2021 AMOUNT: $ 290. 2022 AMOUNT: $ 334. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 53442 53442 4863586 4539533 324053 138617 116762 21855 399350 TENANT DEPOSITS 18313 18313 717515 0 717515 0 717515 1482969 0 1482969 0 1482969 0 1 0 0 0 0 0 0 0 JOHN S DATTILO DIRECTOR & PRESIDENT/CEO 0 364814 0 40000 0 0 0 17548 0 30378 0 452740 0 0 ROGER WEIDEMAN II DIRECTOR & SENIOR VP/CFO 0 323586 0 35000 0 0 0 16268 0 29973 0 404827 0 0 PART I, LINE 4B 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, SCH J, PART I, LINE 3 METHODS USED TO DETERMINE COMPENSATION: COMPENSATION PAID BY BHI RETIREMENT COMMUNITIES IS DETERMINED BY THE SUBSTANTIATION OF THE REVIEW AND APPROVAL OF THE BOARD WHICH INCLUDES CONTEMPORANEOUS DELIBERATION AND DECISION. FORM 990, PART V, LINE 2B THE EMPLOYEES OF HOOSIER MANOR, INC. ARE PAID THROUGH A COMMON PAYMASTERS, BHI RETIREMENT COMMUNITY AND BHI SENIOR LIVING. FORM 990, PART VI, SECTION A, LINE 3 DELEGATION OF CONTROL TO A MANAGEMENT COMPANY OR OTHER PERSON: THE ORGANIZATION USES BHI SENIOR LIVING, INC. AS ITS MANAGEMENT COMPANY. BHI SENIOR LIVING, INC. IS PAID A MANAGEMENT FEE IN THE AMOUNT OF 7% OF ALL RENTAL INCOME INCLUDING HOUSING ASSISTANCE PAYMENTS UNDER SECTION 8. FORM 990, PART VI, SECTION A, LINE 6 BHI SENIOR LIVING IS THE MEMBER OF THE FILING ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A BHI SENIOR LIVING HAS THE RIGHT TO APPROVE/REMOVE BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B BHI SENIOR LIVING HAS THE RIGHT TO APPROVAL OR REJECTION OF CERTAIN GOVERNANCE DECISIONS SUCH AS APPROVAL OF THE GOVERNING BODY'S ELECTION OR REMOVAL OF MEMBERS OF THE GOVERNING BOARD.. FORM 990, PART VI, SECTION B, LINE 11B THE CFO AND CEO REVIEW THE FORM 990 PRIOR TO THE FILING OF THE RETURN. THE FORM 990 IS ALSO REVIEWED BY THE BOARD OF DIRECTORS AND AN INDEPENDENT ACCOUNTING FIRM PRIOR TO THE FILING. FORM 990, PART VI, SECTION B, LINE 12C 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 C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST FORM 990, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. BHI FOUNDATION 8330 ALLISON POINTE TRAIL SUITE 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 SUITE 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 SUITE 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 SUITE 300 INDIANAPOLIS IN 46250 262053830 SENIOR LIVING IN 501(C)(3) LINE 10 BHI RETIREMENT COMMUNITIES 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 FOUR SEASONS VILLAS INC 8330 ALLISON POINTE TRAIL SUITE 300 INDIANAPOLIS IN 46250 311011187 SENIOR LIVING IN 501(C)(3) LINE 10 BHI SENIOR LIVING INC 1 MAPLE KNOLL COMMUNITIES INC 11100 SPRINGFIELD PIKE CINCINNATI OH 45246 310544277 SENIOR LIVING OH 501(C)(3) LINE 10 BHI RETIREMENT COMMUNITIES INC 1 MAPLE KNOLL FOUNDATION 11100 SPRINGFIELD PIKE CINCINNATI OH 45246 881290177 SENIOR LIVING OH 501(C)(3) LINE 7 BHI RETIREMENT COMMUNITIES INC 1 CLARK RETIREMENT COMMUNITY FOUNDATION 1551 FRANKLIN STREET SE GRAND RAPIDS MI 49506 383236052 SENIOR LIVING MI 501(C)(3) LINE 12A, I CLARK RETIREMENT COMMUNITY INC 1 CLARK RETIREMENT SERVICES COMPANY 1551 FRANKLIN STREET SE GRAND RAPIDS MI 49506 842692761 SENIOR LIVING MI 501(C)(3) LINE 12B, II CLARK RETIREMENT COMMUNITY INC 1 CLARK RETIREMENT COMMUNITY INC 1551 FRANKLIN STREET SE GRAND RAPIDS MI 49506 381366932 SENIOR LIVING MI 501(C)(3) LINE 10 BHI RETIREMENT COMMUNITIES INC 1 WESLEY MANOR SOUTHSIDE LP 1555 N MARKET STREET FRANKFORT IN 46041 473330645 RETIRE LIVING IN N/A 0 1 SLDEVELOPMENT INC 8330 ALLISON POINTE TRAIL SUITE 300 INDIANAPOLIS IN 46250 452664455 GOLF COURSE IN N/A C 1 BHI HOME CARE INC 8330 ALLISON POINTE TRAIL SUITE 300 INDIANAPOLIS IN 46250 475160712 HOME CARE IN N/A C 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0