BHI RETIREMENT COMMUNITIES INC (EIN 260262903) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

2007

Legal Domicile

Principal Officer

ROGER E WEIDEMAN II

Phone

3178733371

Tax Period

2023-01-01 to 2023-12-31

BHI RETIREMENT COMMUNITIES INC, founded in 2007, is a community nonprofit in the Housing & Shelter sector that reported $7.0M in total revenue in fiscal year 2023. Revenue surged 20% from the prior year, signaling strong growth momentum. Expenses of $10.3M exceeded revenue, resulting in a 47% operating deficit.

Mission

THE MISSION OF BHI RETIREMENT COMMUNITIES IS TO ENHANCE THE QUALITY OF LIFE FOR OLDER ADULTS WITHIN A SECURE ENVIRONMENT.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $6,155,283

Investment Income $846,204

Other Revenue $11,573

TOTAL REVENUE $7,013,060

Expense Breakdown

Grants Paid $0

Salaries & Benefits $6,253,762

Fundraising Expenses $0

Other Expenses $4,022,007

TOTAL EXPENSES $10,275,769

Year-over-Year Comparison

	2023	2022	Change
Revenue	$7,013,060	$5,822,826	+0.2%
Expenses	$10,275,769	$11,742,106	-0.1%
Net Income	$-3,262,709	$-5,919,280	-0.4%

Key Indicators

✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✓ Conflict of Interest Policy

✓ Whistleblower Policy

✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$857,568

Total Directors

$857,568

Key Employees

$1,749,191

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN S DATTILO	DIRECTOR & PRESIDENT/CEO	40.00	Officer Director	$404,814	$47,927	$452,741
ROGER E WEIDEMAN II	DIRECTOR & SENIOR VP AND CFO	40.00	Officer Director	$358,586	$46,241	$404,827
JANE RICHARDSON	DIRECTOR & CHAIRPERSON	2.00	Officer Director	$0	$0	$0
JEFFERY A TERP	DIRECTOR & VICECHAIRPERSON	2.00	Officer Director	$0	$0	$0
WENDY L MEREDITH	DIRECTOR & SECRETARY	2.00	Officer Director	$0	$0	$0
DEXTER H COOLEY	DIRECTOR	2.00	Director	$0	$0	$0
L DEAN JONES	DIRECTOR	2.00	Director	$0	$0	$0
ROGER D MILLER	DIRECTOR	2.00	Director	$0	$0	$0
JEFFREY W CALDWELL	DIRECTOR	2.00	Director	$0	$0	$0
BRIAN R ELLIS	DIRECTOR	2.00	Director	$0	$0	$0
BETH KELLY	DIRECTOR	2.00	Director	$0	$0	$0
FRED ROBBINS	DIRECTOR	1.00	Director	$0	$0	$0
JOHN BLOOMSTROM	DIRECTOR	1.00	Director	$0	$0	$0
JANE A SEIGEL	DIRECTOR	2.00	Director	$0	$0	$0
HARRY KENNERK	DIRECTOR - PART YEAR	2.00	Director	$0	$0	$0
DANIEL CARR	VICE PRESIDENT AND COO	42.00	Key Emp	$273,192	$33,098	$306,290
BRIAN PANGLE	VP PHILANTHROPY	40.00	Key Emp	$314,668	$35,313	$349,981
JAY RUMBACH	VP/GENERAL COUNSEL	40.00	Key Emp	$225,269	$11,072	$236,341
MARK PRIFOGLE	VP OPERATIONS	40.00	Key Emp	$218,262	$39,533	$257,795
CHRIS BYRDE	VP FINANCE	40.00	Key Emp	$190,354	$11,705	$202,059
TONY CONAWAY	VP INFORMATION TECHNOLOGY	40.00	Key Emp	$170,346	$27,447	$197,793
JEANNIE AMBLER	VP HUMAN RESOURCES	40.00	Key Emp	$180,609	$18,323	$198,932
NANCY NELSON	VP COMMUNICATIONS & PR	40.00	Highest	$139,794	$17,141	$156,935
BRIAN MCDONALD	IT DIRECTOR	40.00	Highest	$132,942	$31,807	$164,749
KEVIN WARD	SENIOR OPERATIONS DIRECTOR	40.00	Highest	$134,291	$11,921	$146,212
VANESSA PETRY	DIRECTOR OF CLINCIAL REIMBURSEMENT	40.00	Highest	$136,077	$14,489	$150,566
NATHAN WELTY	ACCOUNTING MANAGER	40.00	Highest	$118,422	$5,965	$124,387

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2024	No data	No data	No data	No data
2023	$7,013,060	$10,275,769	$97,437,309	$-3,262,709
2022	$5,822,826	$11,742,106	$107,062,989	$-5,919,280
2021	$7,467,607	$5,959,536	$75,104,516	$1,508,071
2020	$4,337,646	$5,146,209	$41,093,717	$-808,563
2019	$3,967,168	$4,284,142	$45,717,674	$-316,974
2018	$3,691,391	$4,123,010	$34,251,656	$-431,619

BHI RETIREMENT COMMUNITIES INC