2025-06-18T13:16:43-05:00 2024-12-31 351750664 DAUBY O'CONNOR & ZALESKI LLC 501 CONGRESSIONAL BLVD 300 CARMEL IN 46032 990 2024-01-01 311209103 SYCAMORE ANDERSON SENIOR HOUSING INC SYCA 5137822400 11100 SPRINGFIELD PIKE CINCINNATI OH 45246 ROGER E WEIDEMAN II DIRECTOR/TREASURER 5137822400 2025-06-13 1 0 CASSIA J HARLEMAN P01086202 3178485700 2024 2025-03-06 01:10:19Z X FLORA GARDENS JOHN S DATTILO 11100 SPRINGFIELD PIKE CINCINNATI OH 45246 2987442 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.THE PROPERTY LISTED ABOVE WAS SOLD TO A THIRD PARTY ON JUNE 6, 2024. THEREFORE, THE 12/31/24 YEAR END TAX RETURN WILL BE A FINAL RETURN. X 7 0 0 4 0 0 403947 172019 212441 92233 3247 1796588 5874 2575 625509 2063415 0 1161342 0 0 0 0 0 0 0 555382 600003 555382 1761345 70127 302070 1505933 0 1808003 0 -302070 0 X 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.THE PROPERTY LISTED ABOVE WAS SOLD TO A THIRD PARTY ON JUNE 6, 2024. THEREFORE, THE 12/31/24 YEAR END TAX RETURN WILL BE A FINAL RETURN. 0 0 1716574 1161342 1886997 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.THE PROPERTY LISTED ABOVE WAS SOLD TO A THIRD PARTY ON JUNE 6, 2024. THEREFORE, THE 12/31/24 YEAR END TAX RETURN WILL BE A FINAL RETURN. 1716574 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 1 4 0 1 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 60001 230151 JOHN S DATTILO PRESIDENT 0.20 40.00 X X 0 516969 60337 ROGER E WEIDEMAN II TREASURER 0.20 40.00 X X 0 392089 54040 TIMOTHY MCGOWAN DIRECTOR 1.00 40.00 X 0 368575 26288 JAMES STAHL DIRECTOR/ VICE PRESIDENT OF FINANCE 1.00 40.00 X 0 203194 18301 ROGER D MILLER VICE CHAIRPERSON 0.20 0.80 X 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 JOHN C BLOOMSTROM DIRECTOR 0.20 0.80 X 0 0 0 FRED ROBBINS DIRECTOR 0.20 0.80 X 0 0 0 0 1540828 389117 0 1 1 0 0 172019 172019 RENTAL INCOME 531110 92233 92233 92233 1824 1824 2718791 924027 1794764 1794764 1794764 LAUNDRY & VENDING 531110 2575 2575 2575 2063415 1886997 0 4399 1161342 1161342 12669 12669 10775 10775 833 833 8074 8074 391001 391001 740 740 47060 47060 86265 86265 6751 6751 MGMT COMPANY EMPLOYEE C 20112 8779 11333 SERVICE COORDINATOR EXP 15298 15298 WORKMEN'S COMP 347 347 BAD DEBTS 78 78 1761345 1716574 44771 0 74334 0 0 0 6321 0 0 0 0 0 2379 0 0 0 726838 0 0 0 370173 0 60049 0 265839 0 1505933 0 61503 0 263 0 1578115 0 168122 0 1808003 0 X -302070 0 0 -302070 0 1505933 0 302070 0 X X 0 1 X 1 1 1 X 382399 404862 396761 403947 172019 1759988 173170 187362 193432 212441 92233 858638 555569 592224 590193 616388 264252 2618626 0 0 0 2618626 581 353 570 3247 1824 6575 581 353 570 3247 1824 6575 4063 2774 5516 5874 2575 20802 560213 595351 596279 625509 268651 2646003 0.98970 0.99090 0.00250 0.00200 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. NOT INCLUDED ON SCHEDULE A, PART III, PER THE INSTRUCTIONS, IS THE SALE OF ALL FIXED ASSETS IN THE CURRENT YEAR TO NATIONAL CHURCH RESIDENCES INVESTMENT CORPORATION. THE GAIN ON THE SALE INCLUDED IN REVENUE IN THE CURRENT YEAR IS $1,794,764. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 2082951 19536 19536 2063415 0 2063415 1735127 0 1735127 26218 26218 1761345 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 XI, LINE 2D - OTHER ADJUSTMENTS: BOOK/TAX DIFFERENCE ON COST OF SALES 19,536. PART XII, LINE 4B - OTHER ADJUSTMENTS: BOOK/TAX DEPRECIATION ADJUSTMENT 26,218. 1 MAPLE KNOLL COMMUNITIES INC 11100 SPRINGFIELD DRIVE CINCINNATI OH 45246 310544277 501(C)(3) 1161341 0 TO PROVIDE SERVICES, HOUSING, HEALTHCARE AND OTHER RELATED SERVICES FOR THE BENEFIT OF THE ELDERLY 1 1 0 0 0 0 0 0 0 0 JAMES M FORMAL FORMER PRESIDENT, CEO 0 0 0 0 0 60001 0 200151 0 30000 0 290152 0 0 JOHN S DATTILO PRESIDENT 0 456969 0 60000 0 0 0 25836 0 34501 0 577306 0 0 ROGER E WEIDEMAN II TREASURER 0 352089 0 40000 0 0 0 19539 0 34501 0 446129 0 0 TIMOTHY MCGOWAN DIRECTOR 0 321325 0 47250 0 0 0 14164 0 12124 0 394863 0 0 JAMES STAHL DIRECTOR/ VICE PRESIDENT OF FINANCE 0 184914 0 18280 0 0 0 6177 0 12124 0 221495 0 0 PART I, LINE 4A JAMES M. FORMAL - SEVERANCE PAY - TOTAL COMPENSATION $290,151. FIXED ASSETS OF SYCAMORE-ANDERSON SENIOR HOUSING, INC 2024-06-06 2700000 INDEPENDENT APPRAISAL 201238160 NATIONAL CHURCH RESIDENCES INVESTMENT CORPORATION 2245 NORTH BANK DRIVE COLUMBUS OH 43220 501(C)(3) 0 0 0 0 1 1 1 1 0 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 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 MAPLE KNOLL COMMUNITIES INC B 1161342 CASH 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.