BHI RETIREMENT COMMUNITIES INC

EIN: 260262903 501(c)(3) Housing & Shelter

INDIANAPOLIS, IN

Total Revenue
$7,013,060
Total Expenses
$10,275,769
Total Assets
$97,437,309
Net Assets
$89,821,349
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2007
Legal Domicile
IN
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 INC IS TO ENHANCE THE QUALITY OF LIFE FOR OLDER ADULTS WITHIN A SECURE ENVIRONMENT WHICH SUPPORTS THEIR NEEDS, VALUES, INTERESTS AND INDEPENDENCE WHILE ENCOURAGING PERSONAL AND SPIRITUAL DEVELOPMENT.

Program Service Accomplishments

Program 1
Expenses: $0 Revenue: $6,155,283

BHI RETIREMENT COMMUNITIES STRIVES TO OWN, CONSTRUCT, MAINTAIN, AND OPERATE RETIREMENT HOMES, DIRECTLY OR INDIRECTLY BY ONE OR MORE CONTROLLED OR AFFILIATED NONPROFIT CORPORATIONS OR OTHER ENTITIES...

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BHI RETIREMENT COMMUNITIES STRIVES TO OWN, CONSTRUCT, MAINTAIN, AND OPERATE RETIREMENT HOMES, DIRECTLY OR INDIRECTLY BY ONE OR MORE CONTROLLED OR AFFILIATED NONPROFIT CORPORATIONS OR OTHER ENTITIES, AND TO PROVIDE FOR THE MAINTENANCE, RECREATION, HEALTH CARE, ANDTREATMENT OF THE RESIDENTS OF SAID RETIREMENT HOMES.

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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%)

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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

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Governance

Voting Members
14
Independent Members
12
Employees
65
Volunteers
20

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
5
$857,568
Total Directors
15
$857,568
Key Employees
7
$1,749,191
Highest Compensated
5
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
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