BHI SENIOR LIVING INC (EIN 350931432) - 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

1903

Legal Domicile

Principal Officer

ROGER E WEIDEMAN II

Phone

3178373371

Tax Period

2023-01-01 to 2023-12-31

BHI SENIOR LIVING INC, founded in 1903, is a mid-sized nonprofit in the Human Services sector that reported $74.2M in total revenue in fiscal year 2023. Revenue grew 16% year-over-year, indicating healthy expansion.

Mission

THE MISSION OF BHI SENIOR LIVING, INC. 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 $466,500

Program Service Revenue $70,792,423

Investment Income $2,766,716

Other Revenue $181,376

TOTAL REVENUE $74,207,015

Expense Breakdown

Grants Paid $0

Salaries & Benefits $25,676,143

Fundraising Expenses $0

Program Expenses $67,630,554

Other Expenses $46,530,026

TOTAL EXPENSES $72,206,169

Year-over-Year Comparison

	2023	2022	Change
Revenue	$74,207,015	$64,050,184	+0.2%
Expenses	$72,206,169	$66,850,815	+0.1%
Net Income	$2,000,846	$-2,800,631	-1.7%

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

647

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

$1,163,857

Total Directors

$857,567

Key Employees

$257,795

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
JOHN S DATTILO	DIRECTOR & PRESIDENT/CEO	2.00	Officer Director	$0	$47,926	$452,740
ROGER E WEIDEMAN II	DIRECTOR & SENIOR VP & CFO	2.00	Officer Director	$0	$46,241	$404,827
JANE RICHARDSON	DIRECTOR & CHAIRPERSON	2.00	Officer Director	$0	$0	$0
JEFFERY A TERP	DIRECTOR & VICE-CHAIRPERSON	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	2.00	Director	$0	$0	$0
JOHN BLOOMSTROM	DIRECTOR	2.00	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	1.00	Officer	$0	$33,098	$306,290
MARK PRIFOGLE	VP OPERATIONS	1.00	Key Emp	$0	$39,533	$257,795
AMY RIEGLING	EXECUTIVE DIRECTOR	40.00	Highest	$160,611	$30,538	$191,149
MINDY KANTZ	EXECUTIVE DIRECTOR	40.00	Highest	$204,149	$36,776	$240,925
JOHN KOONTZ	SALES DIRECTOR	40.00	Highest	$153,570	$32,554	$186,124
REBECCA STENNER	EXECUTIVE DIRECTOR	40.00	Highest	$156,447	$17,814	$174,261
VINCENT CAGLE	GROUNDS MANAGER	40.00	Highest	$129,937	$16,122	$146,059

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	$74,207,015	$72,206,169	$355,760,588	$2,000,846
2022	$64,050,184	$66,850,815	$336,671,309	$-2,800,631
2021	$58,133,040	$62,440,941	$339,336,234	$-4,307,901
2020	$53,356,002	$52,174,997	$347,696,848	$1,181,005
2019	$54,777,731	$51,448,397	$325,556,766	$3,329,334
2018	$51,438,543	$49,200,411	$324,462,597	$2,238,132

BHI SENIOR LIVING INC