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Nonprofit · EIN 35-1680796

BHI FOUNDATION INC

Tax-exempt · INDIANAPOLIS, IN 46250

Financials

$489K$986K2023$2.9M$1.9M2024
Revenue Expenses · by fiscal year end
Financials of BHI FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$2,913,611$1,915,220$998,391$7,507,750$183,557$7,324,193
December 31, 2023990$488,933$986,070-$497,137$7,208,545$215,675$6,992,870
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$1,405,509
Program service revenue
$0
Investment income
$1,508,102
Net gain from sales of assets
$1,251,782
Other revenue
$0

Expenses

Grants and similar amounts paid
$409,124
Other salaries and wages
$255,374
Salaries, compensation and benefits (total)
$255,374
Professional fundraising fees
$0
Legal fees
$2,461
Accounting fees
$2,206
Travel
$63,625
Program services (functional)
$409,124
Management and general (functional)
$15,774
Fundraising (functional)
$1,490,322

Balance sheet and other

Total assets, start of year
$7,208,545
Total assets, end of year
$7,507,750
Total liabilities, end of year
$183,557
Net assets, end of year
$7,324,193
Publicly traded securities
$6,887,624
Net assets without donor restrictions
$5,591,624
Net assets with donor restrictions
$1,732,569
Gross receipts
$6,982,482
Employees
0
Volunteers
12
Year formed
1985
State of legal domicile
IN

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
JOHN S DATTILODIRECTOR & PRESIDENT/CEO
Trustee or director, Officer
2$0$516,969$60,337
ROGER E WEIDEMAN IIDIRECTOR & SVP/CFO
Trustee or director, Officer
2$0$392,089$54,040
JERRY MEREDITHDIRECTOR & TREASURER
Trustee or director, Officer
2$0$0$0
WENDY L MEREDITHDIRECTOR & SECRETARY
Trustee or director, Officer
2$0$0$0
JANE A RICHARDSONDIRECTOR & VICE-CHAIRPERSON
Trustee or director, Officer
2$0$0$0
JANE A SEIGELDIRECTOR & CHAIRPERSON
Trustee or director, Officer
2$0$0$0
JEFFREY W CALDWELLDIRECTOR
Trustee or director
2$0$0$0
DEXTER COOLEYDIRECTOR - PART YEAR
Trustee or director
2$0$0$0
BRIAN R ELLISDIRECTOR
Trustee or director
2$0$0$0
L DEAN JONESDIRECTOR
Trustee or director
2$0$0$0
BETH KELLYDIRECTOR
Trustee or director
2$0$0$0
ROGER D MILLERDIRECTOR
Trustee or director
2$0$0$0
FRED ROBBINSDIRECTOR
Trustee or director
2$0$0$0
JEFFREY A TERPDIRECTOR
Trustee or director
2$0$0$0
JOHN BLOOMSTROMDIRECTOR
Trustee or director
2$0$0$0
990 for the year ended December 31, 2023: 15 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
JOHN S DATTILODIRECTOR & PRESIDENT/CEO
Trustee or director, Officer
2$0$404,814$47,926
ROGER E WEIDEMAN IIDIRECTOR & SENIOR VP AND CFO
Trustee or director, Officer
2$0$358,586$46,241
JERRY MEREDITHDIRECTOR & TREASURER
Trustee or director, Officer
2$0$0$0
WENDY L MEREDITHDIRECTOR & SECRETARY
Trustee or director, Officer
2$0$0$0
JANE A RICHARDSONDIRECTOR & VICE-CHAIRPERSON
Trustee or director, Officer
2$0$0$0
JANE A SEIGELDIRECTOR & CHAIRPERSON
Trustee or director, Officer
2$0$0$0
JEFFREY W CALDWELLDIRECTOR
Trustee or director
2$0$0$0
DEXTER COOLEYDIRECTOR
Trustee or director
2$0$0$0
BRIAN R ELLISDIRECTOR
Trustee or director
2$0$0$0
L DEAN JONESDIRECTOR
Trustee or director
2$0$0$0
BETH KELLYDIRECTOR
Trustee or director
2$0$0$0
ROGER D MILLERDIRECTOR
Trustee or director
2$0$0$0
FRED ROBBINSDIRECTOR
Trustee or director
2$0$0$0
JEFFREY A TERPDIRECTOR
Trustee or director
2$0$0$0
JOHN BLOOMSTROMDIRECTOR
Trustee or director
2$0$0$0

Address and contacts

Address (IRS master file)
8330 ALLISON POINTE TRAIL STE 300, INDIANAPOLIS, IN 46250-1682
In care of
% ROGER E WEIDEMAN II
Principal officer (990 for 2024)
ROGER E WEIDEMAN II, 8330 ALLISON POINTE TRAIL STE 300, INDIANAPOLIS, IN 46250
Signed the 990
ROGER E WEIDEMAN II, SVP/CFO
Phone
(317) 873-3371
Return prepared by
PLANTE & MORAN PLLC

Mission

TO SUPPORT BHI SENIOR LIVING, INC., A SECTION 501(C)3 ORGANIZATION.

990 for the year ended December 31, 2024

Program accomplishments

  • EXPENSES WERE INCURRED ON BEHALF OF AND FOR THE BENEFIT OF BHI SENIOR LIVING, INC., A SECTION 501(C)3 ORGANIZATION.
    Expenses $409,124 · grants $409,124

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
35-1680796
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Supporting organization, Type II
Donations deductible (Pub 78)
Supporting organization, 50% limit
Exempt since
2014
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$7,507,750
Income (IRS master file)
$6,982,482

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$2,913,611$1,915,220$7,507,750IRS
990December 2023$488,933$986,070$7,208,545XML
990December 2022$748,448$863,011$6,748,777IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 35-1680796).

Questions about BHI FOUNDATION INC

What is the EIN of BHI FOUNDATION INC?
The employer identification number (EIN) of BHI FOUNDATION INC is 35-1680796.
Is BHI FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
Are donations to BHI FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
Which annual return does BHI FOUNDATION INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of BHI FOUNDATION INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BHI FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of BHI FOUNDATION INC?
The 990 for the year ended December 31, 2024 names ROGER E WEIDEMAN II.
Who are the officers and directors of BHI FOUNDATION INC?
The 990 for the year ended December 31, 2024 lists 15 people; 0 received compensation from the organization.
How much revenue does BHI FOUNDATION INC have?
On its 990 for the year ended December 31, 2024 it reported revenue of $2,913,611, expenses of $1,915,220 and total assets of $7,507,750 at year end.

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