2024-11-05T15:51:33-06:00 2023-12-31 351750664 DAUBY O'CONNOR & ZALESKI LLC 501 CONGRESSIONAL BLVD 300 CARMEL IN 46032 990 2023-01-01 311209103 SYCAMORE ANDERSON SENIOR HOUSING INC SYCA 5137822400 11100 SPRINGFIELD PIKE CINCINNATI OH 45246 JAMES P STAHL DIRECTOR/VP OF FINANCE 5137822400 2024-11-05 1 0 CASSIA J HARLEMAN P01086202 3178485700 2023 2024-10-15 13:58:12Z FLORA GARDENS JOHN S DATTILO 11100 SPRINGFIELD PIKE CINCINNATI OH 45246 625509 0 X N/A X 1994 OH SYCAMORE-ANDERSON SENIOR HOUSING INC, AN OHIO NOT-FOR-PROFIT CORPORATION, WAS ORGANIZED TO CONSTRUCT, OWN, AND OPERATE A 50-UNIT APARTMENT COMMUNITY IN READING, OHIO, KNOWN AS FLORA GARDENS, PURSUANT TO SECTION 202 OF THE NATIONAL HOUSING ACT, AS AMENDED. 7 0 0 3 0 0 396761 403947 193432 212441 570 3247 5516 5874 596279 625509 0 0 0 0 0 0 0 0 0 568093 555382 568093 555382 28186 70127 1515253 1505933 1887450 1808003 -372197 -302070 SYCAMORE-ANDERSON SENIOR HOUSING INC, AN OHIO NOT-FOR-PROFIT CORPORATION, WAS ORGANIZED TO CONSTRUCT, OWN, AND OPERATE A 50-UNIT APARTMENT COMMUNITY IN READING, OHIO, KNOWN AS FLORA GARDENS, PURSUANT TO SECTION 202 OF THE NATIONAL HOUSING ACT, AS AMENDED. 0 0 454795 212441 SYCAMORE-ANDERSON SENIOR HOUSING INC, AN OHIO NOT-FOR-PROFIT CORPORATION, WAS ORGANIZED TO CONSTRUCT, OWN, AND OPERATE A 50-UNIT APARTMENT COMMUNITY IN READING, OHIO, KNOWN AS FLORA GARDENS, PURSUANT TO SECTION 202 OF THE NATIONAL HOUSING ACT, AS AMENDED. 454795 1 1 0 0 0 0 0 0 0 0 1 0 1 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 8 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 0 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 OH X JULIE COX 5137822400 11100 SPRINGFIELD PIKE CINCINNATI OH 45246 JAMES M FORMAL FORMER PRESIDENT, CEO 0.00 0.00 X 0 405833 0 JOHN S DATTILO PRESIDENT 0.20 40.00 X X 0 404814 47926 ROGER E WIEDEMAN II VICE PRESIDENT/TREASURER 0.20 40.00 X X 0 358586 46241 TIMOTHY MCGOWAN DIRECTOR 1.00 40.00 X 0 226627 24055 JAMES STAHL DIRECTOR/ VICE PRESIDENT O 1.00 40.00 X 0 191042 20583 JOHN C BLOOMSTROM DIRECTOR 0.20 0.80 X 0 0 0 ROGER D MILLER VICE CHAIRPERSON 0.20 0.80 X X 0 0 0 FRED ROBBINS DIRECTOR 0.20 0.08 X 0 0 0 WENDY L MEREDITH CHAIRPERSON/SECRETARY 0.20 0.80 X X 0 0 0 JANE A SIEGEL DIRECTOR 0.20 0.80 X 0 0 0 0 1586902 138805 0 1 1 0 0 402767 1180 403947 RENTAL INCOME 531110 212441 212441 212441 3247 3247 LAUNDRY & VENDING 531110 4904 4904 TENANT CHARGES 531110 969 969 OTHER REVENUE-MISC. 531110 1 1 5874 625509 212441 0 9121 29384 29384 10725 10725 2400 2400 15276 15276 197041 197041 2898 2898 125 125 63470 63470 63944 63944 10711 10711 MGMT COMPANY EMPLOYEE C 63432 24717 38715 LOSS DUE TO RECAPTURE O 59335 59335 SERVICE COORDINATOR EXP 34777 34777 WORKMEN'S COMP 1064 1064 800 800 555382 454795 100587 0 82929 74334 5883 6321 4942 2379 2588439 1861601 755400 726838 363891 370173 63514 60049 238694 265839 1515253 1505933 74469 61503 263 263 1640326 1578115 172392 168122 1887450 1808003 X -372197 -302070 -372197 -302070 1515253 1505933 70127 0 X X 0 1 X 1 1 1 X 368666 382399 404862 396761 403947 1956635 184469 173170 187362 193432 212441 950874 553135 555569 592224 590193 616388 2907509 0 0 0 2907509 976 581 353 570 3247 5727 976 581 353 570 3247 5727 2703 4063 2774 5516 5874 20930 556814 560213 595351 596279 625509 2934166 0.99090 0.99270 0.00200 0.00100 X SCHEDULE A, PART III, LINE 12: MISCELLANEOUS INCOME CONSISTS OF TENANT CHARGES, LAUNDRY AND VENDING CHARGES AND OTHER INCOME ITEMS FOR SERVICES PROVIDED FOR THE CONVENIENCE OF THE TENANTS. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 100000 100000 2176331 1593030 583301 54909 40797 14112 257199 227774 29425 726838 RESERVE REPLACEMENT FUND 268545 C RESIDUAL RECEIPTS 101628 C 370173 MISC OTHER ASSETS 187946 SECURITY DEPOSITS 22651 MORTGAGE ESCROW DEPOSITS 55242 265839 RESIDUAL RECEIPTS AVAILABLE FOR REC 148046 SECURITY DEPOSITS 20076 168122 X 625509 0 625509 0 625509 512906 0 512906 42476 42476 555382 PART X, LINE 2: THE CORPORATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND STATE INCOME TAX, AND HAS BEEN CLASSIFIED AS AN OTHER THAN PRIVATE FOUNDATION. ACCORDINGLY, NO PROVISION FOR FEDERAL AND STATE TAXES ON REVENUE AND INCOME HAS BEEN RECOGNIZED IN THE FINANCIAL ACCOMPANYING STATEMENTS. GENERALLY, THE FEDERAL AND STATE RETURNS WERE SUBJECT TO EXAMINATIONS FROM THE THREE YEARS AFTER THE LATER OF THE ORIGINAL OR EXTENDED DUE DATE OR THE DATE FILED WITH THE APPLICABLE TAX AUTHORITY. PART XII, LINE 4B - OTHER ADJUSTMENTS: BOOK/TAX DEPRECIATION ADJUSTMENT 42,476. 1 0 0 0 0 0 0 0 0 JAMES M FORMAL FORMER PRESIDENT, CEO 0 0 0 0 0 405833 0 0 0 0 0 405833 0 0 JOHN S DATTILO PRESIDENT 0 364814 0 40000 0 0 0 17548 0 30378 0 452740 0 0 ROGER E WIEDEMAN II VICE PRESIDENT/TREASURER 0 323586 0 35000 0 0 0 16268 0 29973 0 404827 0 0 TIMOTHY MCGOWAN DIRECTOR 0 204750 0 0 0 21877 0 6750 0 17305 0 250682 0 0 JAMES STAHL DIRECTOR/ VICE PRESIDENT O 0 142425 0 16421 0 32196 0 5173 0 15410 0 211625 0 0 PART I, LINE 4A JAMES M. FORMAL - SEVERANCE PAY - $405,833 FORM 990, PART VI, SECTION A, LINE 3 SYCAMORE-ANDERSON SENIOR HOUSING INC IS MANAGED BY MAPLE KNOLL COMMUNITIES, A PROFESSIONAL PROPERTY MANAGEMENT COMPANY. MAPLE KNOLL COMMUNITIES HAS A PROJECT OWNER'S AND MANAGEMENT AGENT'S CERTIFICATION FOR MULTIFAMILY HOUSING PROJECTS WITH THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT. UNDER THIS CERTIFICATION, HUD HAS APPROVED MAPLE KNOLL COMMUNITIES TO MANAGE THE SYCAMORE-ANDERSON SENIOR HOUSING INC APARTMENT COMMUNITY. THE MANAGEMENT CONTRACT ENCOMPASSES THE DAY TO DAY OPERATIONS OF THE PROJECT INCLUDING, BUT NOT LIMITED TO, COLLECTION OF RENTS, MAINTENANCE OF FACILITIES, SUPERVISION OF STAFF, AND ONGOING SUPPORT FOR BOTH THE OWNERS AND TENANTS AS NEEDED IN ORDER TO ESTABLISH A SAFE, SANITARY AND AFFORDABLE ENVIRONMENT. ALL OF THE OFFICERS, KEY EMPLOYEES, AND HIGHEST COMPENSATED EMPLOYEES LISTED IN PART VII ARE COMPENSATED BY MAPLE KNOLL COMMUNITIES OR BHI SENIOR LIVING, INC AND THEIR COMPENSATION IS LISTED IN PART VII. FORM 990, PART VI, SECTION B, LINE 11B THE AUDITING FIRM SENDS A DRAFT OF THE RETURN TO THE MANAGEMENT COMPANY. THE MANAGEMENT COMPANY FORWARDS A COPY OF THE RETURN TO EACH BOARD MEMBER FOR THEIR COMMENTS PRIOR TO FILING. FORM 990 IS ALSO SUBMITTED TO CFO FOR REVIEW. FORM 990, PART VI, SECTION B, LINE 12C ALL CONFLICTS OF INTEREST ARE REQUIRED TO BE DISCLOSED AT THE ANNUAL BOARD MEETING. THERE IS ALSO A "HOTLINE" THAT IS RESPONDED TO BY THE CORPORATE COMPLIANCE COMMITTEE. THAT COMMITTEE INVESTIGATES ALL CLAIMS AND REPORTS THOSE RESULTS TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS RECOMMENDS THE LEVEL OF COMPENSATION OF THE CHIEF EXECUTIVE OFFICER. OUTSIDE COUNSEL IS CONSULTED UPON INITIAL HIRING ON THE REASONABLENESS OF THE COMPENSATION PACKAGE. THE CHIEF EXECUTIVE OFFICER THEN SETS THE COMPENSATION LEVELS OF THE OFFICERS, FOLLOWING PERFORMANCE EVALUATIONS. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 AND ALL RELATED FINANCIAL AND POLICY INFORMATION ARE MADE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. PART XII, LINE 2C THE MANAGEMENT COMPANY RECEIVES A COPY OF THE AUDIT. PRIOR TO THE FINALIZATION OF THE AUDIT, A COPY OF THE AUDIT IS GIVEN TO ALL OF THE BOARD MEMBERS FOR THEIR COMMENTS. WHEN THE AUDIT IS UP FOR BID, THE BOARD DISCUSSES THE RELATIONSHIP WITH THE CURRENT AUDITORS AND MAKES A DETERMINATION AS TO WHETHER TO MAINTAIN THIS RELATIONSHIP OR CHANGE TO A NEW AUDITING FIRM. MAPLE KNOLL COMMUNITIES INC 11100 SPRINGFIELD PIKE CINCINNATI OH 45246 310544277 HOUSING/HEALTHCARE/COMMUNITY SERVICES FOR THE ELDERLY OH 501(C)(3) 9 0 MKV INC 11100 SPRINGFIELD PIKE CINCINNATI OH 45246 310914017 LOW INCOME HOUSING-ELDERLY OH 501(C)(3) 9 0 SYCAMORE ANDERSON SENIOR HOUSING INC II 6416 CORBLY ROAD CINCINNATI OH 45230 311428462 LOW INCOME HOUSING-ELDERLY OH 501(C)(3) 9 0 BHI SENIOR LIVING INC 8330 ALLISON POINTE TRAIL SUITE 300 INDIANAPOLIS IN 46250 350931432 SENIOR ASSISTED LIVING IN 501(C)(3) 10 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 SCHEDULE R, PART V, LINE 1O: MAPLE KNOLL COMMUNITIES IS THE MANAGEMENT COMPANY AND EMPLOYS THE INDIVIDUALS WHO WORK AT THE PROJECT. SYCAMORE-ANDERSON SENIOR HOUSING I, INC. REIMBURSES MAPLE KNOLL COMMUNITIES FOR THE EMPLOYEE'S SALARIES AND OTHER COSTS ASSOCIATED WITH THEIR EMPLOYMENT.