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← SYCAMORE-ANDERSON SENIOR HOUSING INC II

Form 990 for tax year 2022

Filed by SYCAMORE-ANDERSON SENIOR HOUSING INC II.

Totals

Total revenue
$350,047
Total expenses
$441,167
Contributions and grants received
$189,591
Grants paid
$0
Program service revenue
$156,993
Investment income
$124
Other revenue
$3,339
Total assets, end of year
$1,364,856
Total liabilities, end of year
$92,727
Net assets or fund balances, end of year
$1,272,129
Program services expenses (Part IX)
$346,592
Management and general expenses
$94,575
Fundraising expenses
$0
Program service expenses (Part III)
$346,592

Program services were 78.6% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1e · Government grants (contributions)

    $187,832

  • 1f · All other contributions, gifts and grants

    $1,759

  • 2a · Program service revenue: INCOME - RENTAL POTENT

    total $156,993 · related or exempt $156,993

  • 3 · Investment income

    total $124 · excluded $124

  • 11a · Other revenue: LAUNDRY & VENDING

    total $3,339 · excluded $3,339

  • 11e · Other revenue, total

    $3,339

Functional expenses

Part IX, the statement of functional expenses.

  • 11a · Fees: management

    total $26,291 · management and general $26,291

  • 11c · Fees: accounting

    total $10,015 · management and general $10,015

  • 12 · Advertising and promotion

    total $2,400 · management and general $2,400

  • 13 · Office expenses

    total $18,902 · management and general $18,902

  • 16 · Occupancy

    total $215,123 · program services $215,123

  • 19 · Conferences, conventions and meetings

    total $1,640 · management and general $1,640

  • 22 · Depreciation, depletion and amortization

    total $76,542 · program services $76,542

  • 24a · Other expenses: MGMT CO. EMPLOYEE CHARG

    total $56,658 · program services $22,335 · management and general $34,323

  • 24b · Other expenses: SERVICE COORDINATOR EXP

    total $32,567 · program services $32,567

  • 24c · Other expenses: WORKMANS COMPENSATION

    total $1,004 · management and general $1,004

  • 24d · Other expenses: BAD DEBTS

    total $25 · program services $25

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $10,591 · end of year $3,908

  • 4 · Accounts receivable

    beginning of year $6,800 · end of year $446

  • 9 · Prepaid expenses and deferred charges

    beginning of year $7,660 · end of year $3,676

  • 10a · Land, buildings and equipment: cost or other basis

    $2,864,430

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,669,897

  • 10c · Land, buildings and equipment, net

    beginning of year $1,259,510 · end of year $1,194,533

  • 13 · Investments: program-related

    beginning of year $104,417 · end of year $95,472

  • 14 · Intangible assets

    beginning of year $19,367 · end of year $18,090

  • 15 · Other assets

    beginning of year $45,758 · end of year $48,731

  • 17 · Accounts payable and accrued expenses

    beginning of year $19,822 · end of year $19,845

  • 25 · Other liabilities

    beginning of year $71,032 · end of year $72,882

  • 27 · Net assets without donor restrictions

    beginning of year -$1,121,551 · end of year -$1,212,671

  • 28 · Net assets with donor restrictions

    beginning of year $2,484,800 · end of year $2,484,800

Mission and programs · 2022

Mission

SYCAMORE-ANDERSON SENIOR HOUSING, INC. II, AN OHIO NOT-FOR-PROFIT CORPORATION WAS ORGANIZED TO CONSTRUCT, OWN, AND OPERATE A 44 UNIT LOW-INCOME HOUSING APARTMENT COMMUNITY IN CINCINNATI, OHIO, KNOWN AS SYCAMORE HOUSING, PURSUANT TO SECTION 202 OF THE NATIONAL HOUSING ACT OF 1959 OR SECTION 811 OF THE NATIONAL AFFORDABLE HOUSING ACT, AS AMENDED.

  • SYCAMORE-ANDERSON SENIOR HOUSING, INC. II, AN OHIO NOT-FOR-PROFIT CORPORATION WAS ORGANIZED TO CONSTRUCT, OWN, AND OPERATE A 44 UNIT LOW-INCOME HOUSING APARTMENT COMMUNITY IN CINCINNATI, OHIO, KNOWN AS SYCAMORE HOUSING, PURSUANT TO SECTION 202 OF THE NATIONAL HOUSING ACT OF 1959 OR SECTION 811 OF THE NATIONAL AFFORDABLE HOUSING ACT, AS AMENDED.

    Expenses $346,592 · Revenue $156,993

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • James M Formal

    INITIAL PRESIDENT, CEO

    Total calculated
    $694,773
    From this org
    $0
    From related orgs
    $626,872
    Other
    $67,901
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $168,500 related
    Bonus
    $0 + $170,000 related
    Other
    $0 + $288,372 related
    Deferred
    $0 + $44,150 related
    Nontaxable benefits
    $0 + $23,751 related
    Filer's total
    $0 + $694,773 related

  • John S Dattilo

    PRESIDENT

    Total calculated
    $401,521
    From this org
    $0
    From related orgs
    $363,620
    Other
    $37,901
    Hours/week
    0.2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $323,620 related
    Bonus
    $0 + $40,000 related
    Other
    $0
    Deferred
    $0 + $16,957 related
    Nontaxable benefits
    $0 + $20,944 related
    Filer's total
    $0 + $401,521 related

  • Roger E Wiedeman II

    VICE PRESIDENT/TREASURER

    Total calculated
    $370,172
    From this org
    $0
    From related orgs
    $334,250
    Other
    $35,922
    Hours/week
    0.2 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $299,250 related
    Bonus
    $0 + $35,000 related
    Other
    $0
    Deferred
    $0 + $15,282 related
    Nontaxable benefits
    $0 + $20,640 related
    Filer's total
    $0 + $370,172 related

  • Timothy McGowan

    DIRECTOR

    Total calculated
    $269,412
    From this org
    $0
    From related orgs
    $244,945
    Other
    $24,467
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $187,022 related
    Bonus
    $0 + $35,000 related
    Other
    $0 + $22,923 related
    Deferred
    $0 + $7,162 related
    Nontaxable benefits
    $0 + $17,305 related
    Filer's total
    $0 + $269,412 related

  • James Stahl

    DIRECTOR/ VICE PRESIDENT OF FINANCE

    Total calculated
    $233,921
    From this org
    $0
    From related orgs
    $198,749
    Other
    $35,172
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $129,520 related
    Bonus
    $0 + $40,000 related
    Other
    $0 + $29,229 related
    Deferred
    $0 + $20,896 related
    Nontaxable benefits
    $0 + $14,276 related
    Filer's total
    $0 + $233,921 related

  • Roger D Miller

    VICE CHAIRPERSON

    Total calculated
    $0
    Hours/week
    0.2 + 0.8 related

  • Wendy L Meredith

    SECRETARY

    Total calculated
    $0
    Hours/week
    0.2 + 0.8 related

  • Jane A Siegel

    DIRECTOR

    Total calculated
    $0
    Hours/week
    0.2 + 0.8 related

  • John C Bloomstrom

    DIRECTOR/INITIAL CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.2 + 0.8 related

  • Fred Robbins

    DIRECTOR/ INITIAL FIRST VICE-CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.2 + 0.08 related

  • Kurt Marty

    INITIAL TREASURER

    Total calculated
    $0
    Hours/week
    0.2 + 0.8 related

  • Marilyn Hoskins

    INITIAL SECOND VICE-CHAIRMAN

    Total calculated
    $0
    Hours/week
    0.2 + 0.8 related

  • David Zuidema

    INITIAL SECRETARY

    Total calculated
    $0
    Hours/week
    0.2 + 0.8 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
10 November 2023
IRS schema version
2022v5.0
Source object
202313179349304726

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