2024-10-22T09:11:11-05:00 2023-12-31 381357951 PLANTE & MORAN PLLC 250 S HIGH ST SUITE 100 COLUMBUS OH 43215 990 2023-01-01 262053830 PRAIRIE LANDING COMMUNITY INC PRAI 3178733371 8330 ALLISON POINTE TRAIL STE 300 INDIANAPOLIS IN 46268 ROGER E WEIDEMAN II DIRECTOR, SVP & CFO 3178733371 2024-10-17 1 1 AMY CIMINELLO P00796388 6148493000 2024-10-16 2023 2024-10-15 13:58:12Z THE BARRINGTON OF CARMEL ROGER E WEIDEMAN II 8330 ALLISON POINTE TRAIL STE 300 INDIANAPOLIS IN 46268 17727906 0 X WWW.THEBARRINGTONOFCARMEL.COM X 2007 IN TO ENHANCE THE QUALITY OF LIFE FOR OLDER ADULTS WITHIN A SECURE ENVIRONMENT WHICH SUPPORTS THEIR NEEDS, VALUES, INTEREST AND INDEPENDENCE. 14 12 158 20 0 0 15582 0 15011988 17403346 3226223 -1175131 170221 161532 18424014 16389747 0 0 0 0 5766271 7097688 0 0 0 12477378 12942468 18243649 20040156 180365 -3650409 109775876 104433712 99515209 97823454 10260667 6610258 TO ENHANCE THE QUALITY OF LIFE FOR OLDER ADULTS WITHIN A SECURE ENVIRONMENT WHICH SUPPORTS THEIR NEEDS, VALUES, INTEREST AND INDEPENDENCE WHILE ENCOURAGING PERSONAL AND SPIRITUAL DEVELOPMENT. 0 0 18545600 0 17403346 PROVIDE QUALITY HOUSING, HEALTH CARE SERVICES AND OTHER PROGRAMS TO SENIOR CITIZENS 18545600 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 13 0 1 158 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 12 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 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 51.00 X X 0 404814 47926 ROGER E WEIDEMAN II DIRECTOR & SENIOR VP AND CFO 2.00 51.00 X X 0 358586 46241 JANE RICHARDSON DIRECTOR & CHAIRPERSON 2.00 9.00 X X 0 0 0 JEFFERY A TERP DIRECTOR & VICECHAIRPERSON 2.00 9.00 X X 0 0 0 WENDY L MEREDITH DIRECTOR & SECRETARY 2.00 13.00 X X 0 0 0 DEXTER H COOLEY DIRECTOR 2.00 9.00 X 0 0 0 JOHN BLOOMSTROM DIRECTOR 2.00 7.00 X 0 0 0 L DEAN JONES DIRECTOR 2.00 9.00 X 0 0 0 ROGER D MILLER DIRECTOR 2.00 13.00 X 0 0 0 JEFFREY W CALDWELL DIRECTOR 2.00 9.00 X 0 0 0 BRIAN R ELLIS DIRECTOR 2.00 9.00 X 0 0 0 BETH KELLY DIRECTOR 2.00 9.00 X 0 0 0 JANE A SEIGEL DIRECTOR 2.00 9.00 X 0 0 0 FRED ROBBINS DIRECTOR 2.00 9.00 X 0 0 0 HENRY KENNERK DIRECTOR - PART YEAR 2.00 9.00 X 0 0 0 DANIEL CARR VICE PRESIDENT AND COO 1.00 47.00 X 0 273192 33098 MARK PRIFOGLE VP OPERATIONS 1.00 42.00 X 0 218262 39533 KARA OWEN EXECUTIVE DIRECTOR 40.00 0.00 X 152533 0 16622 ANNA WEAVER DIRECTOR OF NURSING 40.00 0.00 X 115883 0 5840 RYAN RAMIREZ DIRECTOR OF PLANT OPERATIONS 40.00 0.00 X 120479 0 30807 388895 1254854 220067 3 0 1 0 MORRISON COMMUNITY LIVING PO BOX 102289 ATLANTA GA 30368 FOOD PROVIDER 3442480 HTS IN XII INC 1411 W COUNTY LNE ROAD STE A GREENWOOD IN 46142 THERAPY 564826 EMMONS & ASSOCIATES 8610 E 106TH ST STE 200 FISHERS IN 46037 CONTRACTOR 292720 ENGLEDOW GROUP 1100 EAST 116TH ST CARMEL IN 46032 LANDSCAPING AND MAINTENANCE 157435 VISION PAINTING INC 8035 CRAIG ST INDIANAPOLIS IN 46250 CONTRACTOR 107184 6 NET RESIDENT SERVICES 623000 17066940 17066940 ENTRANCE FEE AMORTIZATION 623000 203156 203156 PROCESS AND APPLICATION REVENUE 623000 133250 133250 17403346 163028 163028 1338159 -1338159 -1338159 -1338159 BEAUTY SHOP 623000 66478 66478 DINING REVENUE 623000 33911 33911 HOUSEKEEPING REVENUE 623000 13566 13566 47577 47577 161532 16389747 17403346 0 -1013599 X 5931178 5411040 520138 116374 98070 18304 590779 525669 65110 459357 419140 40217 720000 648000 72000 5971 5971 4050 4050 4445690 4407310 38380 77593 76170 1423 139745 115471 24274 159538 159538 514899 495614 19285 26877 26566 311 7329 2579 4750 2240072 2240072 3731872 3731872 116838 116838 TAXES & LICENSES 331101 331101 MEDICAL PURCHASES/SUPPL 114349 114349 RESIDENT EXPENSES 85183 85183 REPAIRS AND RENOVATIONS 81336 81336 140025 67159 72866 20040156 18545600 1494556 0 3556077 5966366 5264655 2916091 1351270 458488 34947 11116 96830157 11312892 87636816 85517265 9266227 8236661 2665884 1327725 109775876 104433712 6678160 3328950 5773711 7651497 47611529 46801829 39451809 40041178 99515209 97823454 X 10260667 6610258 10260667 6610258 109775876 104433712 -3650409 0 X X 0 1 X 1 0 X 609038 35378 15582 659998 5046346 13691907 11983530 14917238 17403346 63042367 5046346 14300945 12018908 14932820 17403346 63702365 0 0 0 63702365 363687 8182 1146 1361 163028 537404 363687 8182 1146 1361 163028 537404 93088 371323 264971 161532 890914 5410033 14402215 12391377 15199152 17727906 65130683 0.97810 0.97670 0.00830 0.00790 X 5700000 5700000 85505191 9275334 76229857 3365205 1385161 1980044 2259761 652397 1607364 85517265 ROC RESERVE 39867678 REFUNDABLE PARKING GARAGE DEPOSITS 108500 ENTRANCE FEES 65000 40041178 X PART X, LINE 2: MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2023 AND 2022, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE FINANCIAL STATEMENTS. X X X 0 1 0 0 0 0 0 1 0 JOHN S DATTILO DIRECTOR & PRESIDENT/CEO 0 364814 0 40000 0 0 0 17548 0 30378 0 452740 0 0 ROGER E WEIDEMAN II DIRECTOR & SENIOR VP AND CFO 0 323586 0 35000 0 0 0 16268 0 29973 0 404827 0 0 DANIEL CARR VICE PRESIDENT AND COO 0 261192 0 12000 0 0 0 13204 0 19894 0 306290 0 0 MARK PRIFOGLE VP OPERATIONS 0 213262 0 5000 0 0 0 10913 0 28620 0 257795 0 0 KARA OWEN EXECUTIVE DIRECTOR 147533 0 5000 0 0 0 7627 0 8995 0 169155 0 0 0 RYAN RAMIREZ DIRECTOR OF PLANT OPERATIONS 119479 0 1000 0 0 0 6024 0 24783 0 151286 0 0 0 PART I, LINE 3 COMPENSATION PAID BY BHI RETIREMENT COMMUNITIES IS DETERMINED BY THE REVIEW AND APPROVAL OF THE 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 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. PART I, LINE 7 ALL BONUSES ARE DISCRETIONARY AND BASED ON PERFORMANCE MEASURES. A FIFTH THIRD BANK 310281170 2019-08-30 49940000 ACQUISITION OF BARRINGTON 0 0 1 A 1320400 49940000 1152350 0 0 1 1 A 0 0 0 0 0.00000 0.00000 0.00000 0 0 1 A 0 1 0 1 0 0 0 0 1 A 1 SCHEDULE K, PART I, BOND ISSUES: (A) ISSUER NAME: FIFTH THIRD BANK (F) DESCRIPTION OF PURPOSE: TO FINANCE AND REFINANCE PROJECTS FORM 990, PART VI, SECTION A, LINE 6 BHI RETIREMENT COMMUNITIES IS THE MEMBER OF THE FILING ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A BHI RETIREMENT COMMUNITIES HAS THE RIGHT TO APPROVE/REMOVE BOARD MEMBERS. FORM 990, PART VI, SECTION A, LINE 7B BHI RETIREMENT COMMUNITIES HAS THE RIGHT OF 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 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 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 REVIEW OF CEO OR TOP MANAGEMENT OFFICIAL COMPENSATION: THE ORGANIZATION DOES NOT COMPENSATE ANY PERSON IN THE ROLES OF CEO OR TOP MANAGEMENT OFFICIAL. COMPENSATION PAID TO BHI SENIOR LIVING, 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 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G CONTRACTED SERVICES - ADMINSTRATION: PROGRAM SERVICE EXPENSES 915. MANAGEMENT AND GENERAL EXPENSES 38,380. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 39,295. CONTRACTED SERVICES - FOOD: PROGRAM SERVICE EXPENSES 3,429,190. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,429,190. CONTRACTED SERVICES - NURSING: PROGRAM SERVICE EXPENSES 614,971. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 614,971. GROUNDS MAINTENANCE: PROGRAM SERVICE EXPENSES 362,234. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 362,234. FORM 990, PART XII, LINE 2C THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. 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