2024-11-04T16:38:50-06:00 2023-12-31 381357951 PLANTE & MORAN PLLC 750 TRADE CENTRE WAY STE 300 PORTAGE MI 49002 990 2023-01-01 842692761 CLARK RETIREMENT SERVICES COMPANY CLAR 6164521568 1551 FRANKLIN SE GRAND RAPIDS MI 495063331 ROGER E WEIDEMAN II DIRECTOR & CFO 6164521568 2024-11-01 1 0 AMY CIMINELLO P00796388 2695674500 2024-11-01 2023 2024-10-15 13:58:12Z ROGER E WEIDEMAN II 1551 FRANKLIN SE GRAND RAPIDS MI 495063331 0 0 X CLARKRETIREMENT.ORG X 2019 MI TO PROVIDE SUPPORT FOR CLARK RETIREMENT COMMUNITY, INC AND OPERATE EXCLUSIVELY FOR THE BENEFIT OF THE CLARK RETIREMENT COMMUNITY MISSION. 4 0 0 0 0 0 0 0 0 0 -37006 -124322 0 0 -37006 -124322 0 0 0 0 0 0 0 0 0 491 5397 491 5397 -37497 -129719 411867 512331 90094 320277 321773 192054 TO PROVIDE SUPPORT FOR CLARK RETIREMENT COMMUNITY, INC AND OPERATE EXCLUSIVELY FOR THE BENEFIT OF THE CLARK RETIREMENT COMMUNITY MISSION. 0 0 TO SUPPORT CLARK RETIREMENT COMMUNITY, INC AND ITS MISSION TO CREATE COMMUNITIES OF DIGNITY, COMPASSION AND RESPECT CENTERED ON THE LIVES OF THE OLDER ADULTS AND THOSE WHO CARE FOR THEM, INCLUDING LONG RANGE STRATEGIC PLANNING, FINANCIAL CONTROL AND PROGRAMS THAT CAUSE SUCH ORGANIZATIONS TO FUNCTION AS AN INTEGRATED SYSTEM. 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 4 0 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 0 0 0 MI X JIM STAHL 5137822687 11100 SPRINGFIELD PIKE CINCINNATI OH 45246 JOHN DATTILO DIRECTOR & CEO 2.00 56.00 X X 0 404814 47927 ROGER WEIDEMAN II DIRECTOR & CFO 2.00 56.00 X X 0 358586 46241 BRIAN PANGLE DIRECTOR & PRESIDENT 1.00 41.00 X X 0 314668 35313 JAY RUMBACH DIRECTOR & SECRETARY 1.00 41.00 X X 0 225269 11072 0 1303337 140553 0 0 1 0 0 124322 -124322 -124322 -124322 -124322 0 0 -124322 5200 5200 INVESTMENT EXPENSES 197 197 5397 0 5397 0 60331 119867 160000 292000 292000 292000 0 411867 512331 58241 116953 0 40000 31853 163324 90094 320277 X 321773 192054 321773 192054 411867 512331 -129719 0 X 0 1 X 1 0 X X 1 CLARK RETIREMENT COMMUNITY INC 381366932 10 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 292000 292000 292000 INVESTMENT IN EMMANUAL HOSPICE 27265 INVESTMENT IN ATRIO 136059 163324 0 1 0 0 0 0 0 0 0 JOHN DATTILO DIRECTOR & CEO 0 364814 0 40000 0 0 0 17549 0 30378 0 452741 0 0 ROGER WEIDEMAN II DIRECTOR & CFO 0 323586 0 35000 0 0 0 16268 0 29973 0 404827 0 0 BRIAN PANGLE DIRECTOR & PRESIDENT 0 313168 0 1500 0 0 0 14012 0 21301 0 349981 0 0 JAY RUMBACH DIRECTOR & SECRETARY 0 215269 0 10000 0 0 0 9558 0 1514 0 236341 0 0 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 DATILLO AND ROGER WEIDEMAN IN APRIL OF 2019. JOHN DATILLO'S PLAN BEGINS VESTING IN 2031 AND ROGER WEIDEMAN'S PLAN BEGINS VESTING IN 2034. FORM 990, PART VI, SECTION A, LINE 6 CLARK RETIREMENT COMMUNITY, INC. IS THE SOLE MEMBER OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A CLARK RETIREMENT COMMUNITY, INC., THE SOLE MEMBER, HAS THE ABILITY TO APPOINT BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B THE CORPORATION'S BOARD OF TRUSTEES MAY NOT UNDERTAKE THE FOLLOWING ACTIONS WITHOUT THE APPROVAL OF CLARK RETIREMENT COMMUNITY, INC., THE SOLE MEMBER: A) CHANGE THE CORPORATION'S STRATEGIC PLANS OR PURPOSES; B) AMEND THE CORPORATION'S ARTICLES OF INCORPORATION OR BYLAWS; C) SELL, TRANSFER OR DISPOSE OF THE CORPORATION'S ASSETS OR INVESTMENTS, OR CAUSE THE CORPORATION TO PURCHASE ASSETS OR MAKE AN INVESTMENT, IN A SINGLE TRANSACTION OR SERIES OF INTEGRATED TRANSACTIONS WITH A VALUE IN EXCESS OF AN AMOUNT ESTABLISHED FROM TIME TO TIME BY THE MEMBER'S BOARD; D) ADOPT THE CORPORATION'S ANNUAL CAPITAL AND OPERATING BUDGETS AND APPROVE DEVIATIONS FROM LINE ITEMS IN THE BUDGET IN EXCESS OF AN AMOUNT ESTABLISHED FROM TIME TO TIME BY THE MEMBER BOARD; E) INCUR OR GUARANTEE DEBT OF THE CORPORATION IN EXCESS OF AN AMOUNT ESTABLISHED FROM TIME TO TIME BY THE MEMBER BOARD; F) APPOINT OR REMOVE THE MEMBERS OF THE CORPORATION'S BOARD OF TRUSTEES; G) APPROVE THE CORPORATION'S PARTICIPATION IN ANY NEW JOINT VENTURE WITH A PERSON OR ENTITY NOT CONTROLLED DIRECTLY OR INDIRECTLY BY THE MEMBER, WHETHER SUCH ACTIVITIES ARE CONDUCTED THROUGH THE USE OF A CORPORATION, PARTNERSHIP, OR OTHER FORM OF ORGANIZATION; AND H) APPROVE ANY MATERIAL CHANGE IN THE CORPORATION'S INVESTMENT POLICY. FORM 990, PART VI, SECTION B, LINE 11B REVIEW OF THE ORGANIZATION'S FORM 990 PRIOR TO THE FILING OF THE RETURN IS MADE BY AN OFFICER OF THE MANAGING AGENT OF THE ORGANIZATION. THE FORM 990 IS ALSO REVIEWED BY THE BOARD OF DIRECTORS AND AN INDEPENDENT ACCOUNTING FIRM PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, THE BOARD IS REQUIRED TO COMPLETE A CONFLICT OF INTEREST DOCUMENT. THESE DOCUMENTS ARE REVIEWED ANNUALLY TO ENSURE COMPLIANCE. WHEN A CONFLICT OF INTEREST IS IDENTIFIED, THE INDIVIDUAL WITH THE CONFLICT OF INTEREST WITH CLARK RETIREMENT COMMUNITY CANNOT INFLUENCE IN ANY WAY AND MUST ABSTAIN FROM VOTING ON ANY OUTCOME RELATED TO THE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. 2451 FOREST HILLS LLC 2451 FOREST HILL AVE SE GRAND RAPIDS MI 49546 843949658 TO HOLD LAND MI 0 292000 CLARK RETIREMENT SERVICES COMPANY 1551 FRANKLIN STREET LLC 1551 FRANKLIN ST SE GRAND RAPIDS MI 49506 843934759 HOLDING COMPANY FOR NONPROFITS AND RELATED FOR PROFIT MI 0 0 CLARK RETIREMENT SERVICES COMPANY CLARK RETIREMENT COMMUNITY FOUNDATION 1551 FRANKLIN SE GRAND RAPIDS MI 495063331 383236052 SUPPORTING ORGANIZATION MI 501(C)(3) LINE 12A, I CLARK RETIREMENT COMMUNITY INC 1 CLARK RETIREMENT COMMUNITY INC 1551 FRANKLIN SE GRAND RAPIDS MI 495063331 381366932 LONG-TERM CARE FACILITY MI 501(C)(3) LINE 10 BHI SENIOR LIVING 1 BHI FOUNDATION 8330 ALLISON POINTE TRAIL STE 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 STE 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 STE 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 STE 300 INDIANAPOLIS IN 46250 262053830 SENIOR LIVING IN 501(C)(3) LINE 10 BHI RETIREMENT COMMUNITIES INC 1 FOUR SEASONS VILLAS INC 8330 ALLISON POINTE TRAIL STE 300 INDIANAPOLIS IN 46250 311011187 SENIOR LIVING IN 501(C)(3) LINE 10 BHI SENIOR LIVING INC 1 HOOSIER MANOR INC 8330 ALLISON POINTE TRAIL STE 300 INDIANAPOLIS IN 46250 311011190 SENIOR LIVING IN 501(C)(3) LINE 10 BHI SENIOR LIVING 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 MAPLE KNOLL COMMUNITIES INC 11100 SPRINGFIELD DRIVE CINCINNATI OH 45246 310544277 SENIOR LIVING OH 501(C)(3) LINE 10 BHI RETIREMENT COMMUNITIES INC 1 MAPLE KNOLL FOUNDATION 11100 SPRINGFIELD DRIVE CINCINNATI OH 45246 881290177 SENIOR LIVING OH 501(C)(3) LINE 7 BHI RETIREMENT COMMUNITIES INC 1 WESLEY MANOR SOUTHSIDE LP 1555 N MARKET STREET FRANKFORT IN 46041 RETIRE LIVING IN N/A 0 1 SLDEVELOPMENT INC 8330 ALLISON POINTE TRAIL STE 300 INDIANAPOLIS IN 46250 452664455 GOLF COURSE IN N/A C 1 BHI HOME CARE INC 8330 ALLISON POINTE TRAIL STE 300 INDIANAPOLIS IN 46250 475160712 HOME CARE IN N/A C 1 1546 SHERMAN STREET LLC 1551 FRANKLIN STREET SE GRAND RAPIDS MI 49506 843920830 INVESTMENT COMPANY MI CLARK RETIREMENT SERVICES COMPANY C 218100 1156916 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0