BHI Retirement Communities Inc

Public charity · Grantmaker Indianapolis, IN EIN: 26-0262903

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.

BHI Retirement Communities Inc at a glance

Total assets
$87,951,432
-9.7% vs 2023
Revenue (2024)
$8,682,792
+23.8% vs 2023
Net investment income (2024)
$746,506
-11.8% vs 2023
Expenses (2024)
$12,995,463
+26.5% vs 2023
Latest 990 filing
Form 990, 2024 View filing

Data from IRS Form 990, 2024; updated September 2026.

Who BHI Retirement Communities Inc funds

How this funder distributes its grants

Grant Size Distribution

2 grants across all recorded years

<$50K$50–100K1$100–250K$250–500K$500K–1M1$1–5M$5M+

The most common grant size was in the $100–250K range: 1 grant of 2 (50%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

States

Cities

CincinnatiGrand Rapids

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$1M$2M$3M$4MTotal only2020 0 grants2021 2 grants2022 0 grants2023 0 grants2024

From 2020 to 2022, annual grant giving ranged from $850 (2020) to $3.2M (2022). In 2022 it made 2 grants totaling $3.2M.

Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Maple Knoll Foundation Cincinnati, OHGeneral Support$3,000,000
Clark Retirement Community Foundation Grand Rapids, MIGeneral Support$200,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsNet Investment Income
2024$87,951,432$8,682,792$12,995,463——$746,506
2023$97,437,309$7,013,060$10,275,769——$846,204
2022$107,062,989$5,822,826$11,742,106$3,200,0002$548,920
2021$75,104,516$7,467,607$5,959,536——$782,901
2020$41,093,717$4,337,646$5,146,209$850Total only$73,414

"Total only": grants paid as reported on the IRS filing, which lists no individual grants for that year.

About BHI Retirement Communities Inc

Based on IRS filings

BHI Retirement Communities Inc is a public charity focused on Housing & Shelter, based in Indianapolis, IN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $88.0M in total assets. Net investment income was $747K.

Focus Areas

Leadership & Key People

Officers and directors from IRS filings

BHI Retirement Communities Inc is led by John S. Dattilo, Director, President & CEO on every filing since 2020; 18 of 32 officers listed in 2024 are compensated.

Officers on the 2024 filing

  • John S. Dattilo

    Director, President & CEO

    On filings since 2020

    31 hrs/week

    $320K (2020) → $517K (2024)

  • Timothy McGowan

    President - Mkc

    New on the 2024 filing

    47 hrs/week

    $369K (2024)

  • Jane A. Richardson

    Director & Chairperson

    Director & Vice Chairperson → Director & Chairperson, 2023

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Roger E. Weideman II

    Director, Senior Vice President & CFO

    On filings since 2020

    30 hrs/week

    $297K (2020) → $392K (2024)

  • Jaclyn Lincks

    Director of Clinical Informatics

    On filings since 2022

    40 hrs/week

    $120K (2022) → $129K (2024)

  • Kevin Ward

    Senior Operations Director

    On filings since 2023

    50 hrs/week

    $134K (2023) → $165K (2024)

  • Vanessa Petry

    Director of Clinical Reimbursement

    Director of Clincial Reimbursement → Director of Clinical Reimbursement, 2024

    On filings since 2023

    40 hrs/week

    $136K (2023) → $138K (2024)

  • Celeste Larson

    Director of Talent Management

    New on the 2024 filing

    40 hrs/week

    $137K (2024)

  • Dexter H. Cooley

    Director -

    Director → Director -, 2024

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Jane A. Seigel

    Director

    Director & Chairperson → Director, 2023

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Jeffrey A. Terp

    Director & Vice Chairperson

    Director & Assistant Secretary → Director & Vice Chairperson, 2024

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Jeffrey W. Caldwell

    Director

    On filings since 2020

    2 hrs/week

    No compensation reported

  • L. Dean Jones

    Director

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Roger D. Miller

    Director

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Wendy L. Meredith

    Director & Secretary

    On filings since 2020

    2 hrs/week

    No compensation reported

  • Beth Kelly

    Director

    On filings since 2022

    2 hrs/week

    No compensation reported

  • Brian R. Ellis

    Director

    On filings since 2022

    2 hrs/week

    No compensation reported

  • Fred Robbins

    Director

    On filings since 2022

    2 hrs/week

    No compensation reported

  • John Bloomstrom

    Director

    On filings since 2022

    1 hr/week

    No compensation reported

  • Beth Koselke

    Director

    New on the 2024 filing

    2 hrs/week

    No compensation reported

  • Doug Dalton

    Director

    New on the 2024 filing

    2 hrs/week

    No compensation reported

  • Daniel Carr

    Vice President & COO

    On filings since 2020

    46 hrs/week

    $250K (2020) → $281K (2024)

  • Tony Conaway

    Vice President Information Technology

    It Director → Vice President Information Technology, 2022

    On filings since 2020

    50 hrs/week

    $133K (2020) → $201K (2024)

  • Brian Pangle

    Vice President Philanthropy

    On filings since 2022

    49 hrs/week

    $234K (2022) → $305K (2024)

  • Chris Byrde

    Vice President Finance

    On filings since 2022

    50 hrs/week

    $167K (2022) → $199K (2024)

  • Jay Rumbach

    Vice President General Counsel

    Vice President & General Counsel → Vice President General Counsel, 2024

    On filings since 2022

    46 hrs/week

    $200K (2022) → $243K (2024)

  • Jeannie Ambler

    Vice President Human Resources

    On filings since 2022

    50 hrs/week

    $159K (2022) → $212K (2024)

  • Mark Prifogle

    Vice President Operations

    On filings since 2022

    47 hrs/week

    $192K (2022) → $239K (2024)

  • Beth Thress

    Vice President Human Resources

    New on the 2024 filing

    40 hrs/week

    $129K (2024)

  • James Stahl

    Vice President Finance - Mkc

    New on the 2024 filing

    50 hrs/week

    $203K (2024)

  • Megan Ulrich

    Vice President Marketing

    New on the 2024 filing

    50 hrs/week

    $140K (2024)

  • Percell Smith Jr.

    Vice President Operations

    New on the 2024 filing

    8 hrs/week

    $220K (2024)

Former officers (12)
  • Former: Harry H. Kennerk (2020–2023) — Director -
  • Former: Nancy Nelson (2020–2023) — Vice President Communications & President
  • Former: Jeffery A. Terp (2021–2023) — Director & Vicechairperson
  • Former: Brian McDonald (2022–2023) — It Director
  • Former: Nathan Welty (2023) — Accounting Manager
  • Former: John D. Lipson (2020–2022) — Director
  • Former: Shawna V. Gottlieb (2020–2022) — Director
  • Former: William R. Hurt (2020–2022) — Director
  • Former: Angela Watson (2022) — Clinical Education Director
  • Former: Joseph Wheeler (2022) — Compliance Officer
  • Former: Christopher J. Byrde (2020–2021) — Controller
  • Former: Michael Grady (2020–2021) — Assistant Controller

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Compensation Overview

From 2024 IRS filing

John S Dattilo — Director & President/CEO: $517KJohn S DattiloDirector & President/CEO$517KRoger E Weideman II — Director & SVP/CFO: $392KRoger E Weideman IIDirector & SVP/CFO$392KTimothy McGowan — President - MKC: $369KTimothy McGowanPresident - MKC$369KBrian Pangle — VP Philanthropy: $305KBrian PangleVP Philanthropy$305KDaniel Carr — Vice President & COO: $281KDaniel CarrVice President & COO$281KJay Rumbach — VP General Counsel: $243KJay RumbachVP General Counsel$243KMark Prifogle — VP Operations: $239KMark PrifogleVP Operations$239KPercell Smith Jr — VP Operations: $220KPercell Smith JrVP Operations$220KJeannie Ambler — VP Human Resources: $212KJeannie AmblerVP Human Resources$212KJames Stahl — VP Finance - MKC: $203KJames StahlVP Finance - MKC$203KTony Conaway — VP Information Technology: $201KTony ConawayVP Information Technology$201KChris Byrde — VP Finance: $199KChris ByrdeVP Finance$199KKevin Ward — Senior Operations Director: $165KKevin WardSenior Operations Director$165KMegan Ulrich — VP Marketing: $140KMegan UlrichVP Marketing$140KVanessa Petry — Director of Clinical Reimbursement: $138KVanessa PetryDirector of Clinical…$138KCeleste Larson — Director of Talent Management: $137KCeleste LarsonDirector of Talent Management$137KJaclyn Lincks — Director of Clinical Informatics: $129KJaclyn LincksDirector of Clinical Informatics$129KBeth Thress — VP Human Resources: $129KBeth ThressVP Human Resources$129K

The highest reported compensation on the 2024 filing was $517K, to John S Dattilo (Director & President/CEO). 18 officers or directors reported compensation on that filing.

Frequently asked questions about BHI Retirement Communities Inc

How large is BHI Retirement Communities Inc?

BHI Retirement Communities Inc reported $88.0M in total assets on its 2024 IRS Form 990. Its revenue that year was $8.7M.

What is BHI Retirement Communities Inc?

BHI Retirement Communities Inc is a public charity focused on Housing & Shelter, based in Indianapolis, IN. It holds $88.0M in total assets as of 2024.

Where does BHI Retirement Communities Inc operate?

BHI Retirement Communities Inc has awarded grants in Michigan, Ohio.

What is BHI Retirement Communities Inc's EIN?

BHI Retirement Communities Inc's EIN (Employer Identification Number) is 26-0262903. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated September 2026. Sourced from IRS Form 990 filings.

Data update history

(3)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990 for fiscal year 2020 (received by the IRS November 9, 2021)
  2. Updated Form 990 for fiscal year 2022 (received by the IRS October 20, 2023)
  3. IRS filings on file for fiscal years 2020–2024

Explore Open Grants

Browse active grant opportunities in BHI Retirement Communities Inc's focus areas in our free grants database

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from BHI Retirement Communities Inc's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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