- Revenue 2024
- $6,834,606
- Expenses 2024
- $4,777,399
Program services were 74.3% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
As filed
- Subsection
- 03
- NTEE code
- L20
- Classification
- 1000
- Street
- 2160 E 5TH ST
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Other organizations at this address
2 other organizations in the IRS Business Master File list the same street address. matched by us
We match the street line and ZIP code as the IRS gives them, ignoring case and outer spaces and nothing else, so "AVE" and "AVENUE" count as different streets and this list can miss some. A shared address can mean related organizations or a shared office, but it can also be a registered agent, a mail drop or a service provider holding mail for unrelated clients. It is not, by itself, evidence that two organizations are connected.
-
LYONS PLACE
EIN 20-4300133
-
LYONS PLACE II
EIN 26-2670826
Mission and programs · 2024
Mission
CREATE LASTING, AFFORDABLE HOUSING SOLUTIONS IN SOUTHWEST OHIO ANDVARIOUS STATES THROUGH REAL ESTATE DEVELOPMENT AND MANAGEMENT,RESIDENT SERVICES AND FUNDRAISING, AND COMMUNITY DEVELOPMENT.
Activities or mission (Part I)
CREATING LASTING, AFFORDABLE HOUSING SOLUTIONS IN SOUTHWEST OHIO AND VARIOUS STATES THROUGH REAL
-
RESIDENT SERVICES/FUNDRAISING - TO PROVIDE SERVICES TO AGING RESIDENTSTO ALLOW THEM TO MAINTAIN LIVING IN THEIR HOMES LONGER.
Expenses $18,257 · Revenue $31,871
-
SENIOR HOUSING - ASSIST AND PROVIDE OVERSIGHT FOR OWNED AFFORDABLEPROJECTS.
Expenses $3,154,202 · Revenue $5,506,170
-
REAL ESTATE/COMMUNITY DEVELOPMENT - GENERAL SUPPORT FOR NEIGHBORHOODPROGRAMS TO IMPROVE ECONOMIC, HOUSING AND EDUCATIONAL CONDITIONS OF THECOMMUNITY IN VARIOUS MARKETS OUTLINED IN OUR ARTICLES OF INCORPORATION.
Expenses $377,973 · Revenue $659,813
As filed on the 2024 return.
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
John KennedyJOHN KENNEDY
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 0
-
Larry WilliamsLARRY WILLIAMS
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 0
-
Amy RiegelAMY RIEGEL
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 0
-
Shelly CagleSHELLY CAGLE
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 0
-
Austin RainsAUSTIN RAINS
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 0
-
Torey HollingsworthTOREY HOLLINGSWORTH
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 0
-
Laurie JakoplicLAURIE JAKOPLIC
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 0
-
Jack KukuraJACK KUKURA
BOARD OF DIRECTORS
- Total calculated
- $0
- Hours/week
- 0
-
Wesley R YoungWESLEY R YOUNG
PRESIDENT & CEO
- Total calculated
- $161,408
- From this org
- $161,408
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $161,408
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $161,408
-
Natalynne BakerNATALYNNE BAKER
SR VICE PRESIDENT/COO
- Total calculated
- $124,068
- From this org
- $124,068
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Stephanie BlakeSTEPHANIE BLAKE
VICE PRESIDENT, REAL ESTATE DEVELOPMENT
- Total calculated
- $80,192
- From this org
- $80,192
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Lucinda PattersonLUCINDA PATTERSON
VICE PRESIDENT, CFO
- Total calculated
- $19,195
- From this org
- $19,195
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Timothy BeteTIMOTHY BETE
PRESIDENT/CEO
- Total calculated
- $172,144
- From this org
- $172,144
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $172,144
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $172,144
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. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $6,834,606
- Expenses
- $4,777,399
- Contributions
- $2,057,012
- Grants paid
- $0
-
2023
- Revenue
- $5,085,289
- Expenses
- $4,056,835
- Contributions
- $3,478,294
- Grants paid
- $0
-
2022
- Revenue
- $3,928,839
- Expenses
- $3,827,092
- Contributions
- $1,187,602
- Grants paid
- $0
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Other returns filed
-
2021 · 990
- Revenue
- $6,845,759
- Expenses
- $4,434,188
- Assets (EOY)
- $30,982,937
-
2020 · 990
- Revenue
- $4,189,800
- Expenses
- $3,182,976
- Assets (EOY)
- $28,449,061
-
2019 · 990
- Revenue
- $3,773,353
- Expenses
- $2,998,478
- Assets (EOY)
- $25,798,835
-
2018 · 990
- Revenue
- $2,774,507
- Expenses
- $2,570,084
- Assets (EOY)
- $24,502,545
-
2017 · 990
- Revenue
- $3,439,622
- Expenses
- $10,602,023
- Assets (EOY)
- $24,142,491
-
2015 · 990
- Revenue
- $3,102,174
- Expenses
- $2,785,804
- Assets (EOY)
- $30,742,447
-
2014 · 990
- Revenue
- $2,169,409
- Expenses
- $2,907,254
- Assets (EOY)
- $28,531,877
-
2013 · 990
- Revenue
- $3,095,128
- Expenses
- $2,330,786
- Assets (EOY)
- $27,831,376
-
2012 · 990
- Revenue
- not reported
- Expenses
- $2,135,022
- Assets (EOY)
- $27,085,960
-
2011 · 990
- Revenue
- not reported
- Expenses
- $1,773,539
- Assets (EOY)
- $24,561,317
Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.
Grants made
No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.
Grants received
-
NEIGHBORHOOD REINVESTMENT CORP
$475,000
2022 GENERAL SUPPORT
-
NEIGHBORHOOD REINVESTMENT CORP
$452,000
2024 GENERAL SUPPORT
-
NEIGHBORHOOD REINVESTMENT CORP
$446,000
2023 GENERAL SUPPORT
-
OHIO CAPITAL IMPACT CORPORATION
$80,000
2023 SPONSORSHIP & PROGRAM SUPPORT
-
2023 PREDEVELOPMENT
-
CHARITIES AID FOUNDATION AMERICA
$25,000
2023 CHARITABLE DONATION
-
$14,700
2024 UNRESTRICTED, TRANSPORTATION ACCESS FOR LOW-INCOME OLDER ADULTS IN MONTGOMERY COUNTY
-
2023 For grant recipient's exempt purposes
-
2024 For grant recipient's exempt purposes
-
$12,586
2023 VARIOUS PROJECTS
The 10 largest by cash amount. The API serves every itemized grant.
Related organizations
From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.
Declared on its 2024 return
-
501(C)(3) · PROVIDE ELDERLY AND HANDICAPPED PERSONS WITH HOUSING FACILITIES AND · OH
-
501(C)(3) · PROVIDE ELDERLY AND HANDICAPPED PERSONS WITH HOUSING FACILITIES AND · OH
-
ST MARY CONDOMINIUM OWNERS ASSOCIATION
528 · CONDOMINIUM ASSOCIATION FOR SENIORS · OH
Declared as related by
-
On its 2024 return
-
On its 2024 return
Taxable family
From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.
Disregarded entities on its 2024 return
-
HC RE GROUP LLC
MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING · OH
-
CARMEL HEIGHTS HOMES LLC - USES ST MARY DEV CORP EIN
MANAGEMENT OF LOW-INCOME HOUSING · OH
-
MG APARTMENTS LLC
MANAGEMENT OF LOW-INCOME HOUSING · OH
Related partnerships on its 2024 return
-
LOFTS AT HOOVER LLC
RELATED · MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING · OH · 99.9% owned · share of income -$98,686 · share of assets $2,248,665
-
SUNLIGHT HOMES LLC
RELATED · MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING · OH · 49.95% owned · share of income -$101,637 · share of assets $945,322
-
WASHINGTON SQUARE HOMES LLC
RELATED · MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING · OH · 49.95% owned · share of income -$114,891 · share of assets $1,526,135
-
INDIAN TRACE LIMITED PARTNERSHIP
RELATED · MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING · OH
-
JEFFERSON RESIDENCE LIMITED PARTNERSHIP
RELATED · MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING · OH · 49.95% owned · share of income -$64,795 · share of assets $989,652
-
LYONS PLACE LIMITED PARTNERSHIP
RELATED · MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING · OH · 99.9% owned · share of income -$39,521 · share of assets $3,681,993
-
LYONS PLACE II LIMITED PARTNERSHIP
RELATED · MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING · OH
-
STONEY RIDGE ESTATES
RELATED · MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING · OH · 49.95% owned · share of income -$46,447 · share of assets $1,108,703
-
TWIN TOWERS CROSSING LTD
RELATED · MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING · OH · 99.9% owned · share of assets $4,350,235
-
TWIN TOWERS PLACE II LLC
RELATED · MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING · OH · 99.9% owned · share of income -$446,690 · share of assets $3,953,299
-
EATON SENIOR VILLAGE LLC
RELATED · MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING · OH
-
NEW STRATFORD LTD
RELATED · MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING · OH · 0.05% owned
-
TWIN TOWERS CROSSING II LLC
RELATED · MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING · IN
-
WASHINGTON STREET SENIOR RESIDENCES LLC
RELATED · MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING · OH
-
CARRIAGE TRAILS SENIOR VILLAGE LLC
RELATED · MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING · IN
-
DEER RUN APARTMENTS II LLC
RELATED · MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING · KY
-
HAMBURG SENIOR RESIDENCE LLC
RELATED · MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING · OH
-
PHEASANT RUN LP
RELATED · MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING · OH
-
WASHINGTON SQUARE HOMES II LLC
RELATED · MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING · OH
-
ROOSEVELT HOMES LLC
RELATED · MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING · OH
-
RESERVE AT SPENCER LLC
RELATED · MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING · OH
-
MORTON SENIOR RESIDENCE LLC
RELATED · MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING · OH
-
ROOSEVELT HOMES II LLC
RELATED · MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING · OH
-
4TH AVENUE LOFTS LLC
RELATED · MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING · IN
-
BURKETT PLACE LP
RELATED · MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR HOUSING · OH
The first 25 as filed. The return lists the rest.
Related corporations and trusts on its 2024 return
-
EATON SENIOR VILLAGE MANAGER INC
C · MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR · OH · 79% owned · share of income -$40 · share of assets -$1,466
-
JEFFERSON RESIDENCE GP INC
C · MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR · OH · 79% owned · share of income $97 · share of assets -$1,809
-
LOFTS MANAGER INC
C · MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR · OH · 100% owned · share of income -$98 · share of assets -$4,773
-
MONROE CROSSINGS REAL ESTATE INC
C · MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR · OH · 100% owned
-
PHEASANT RUN MANAGER INC
C · MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR · OH · 100% owned · share of income -$13 · share of assets -$975
-
SH MANAGER INC
C · MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR · OH · 79% owned · share of income -$99 · share of assets -$2,047
-
SMDC STRATFORD INC
C · MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR · OH · 79% owned · share of income $219 · share of assets -$882
-
STONEY RIDGE MANAGER INC
C · MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR · OH · 100% owned · share of income -$36 · share of assets -$1,812
-
WASHINGTON SQUARE MANAGER INC
C · MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR · OH · 100% owned · share of income -$73 · share of assets -$2,399
-
CARRIAGE TRAILS MANAGER INC
C · MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR · OH · 100% owned · share of income -$33 · share of assets -$1,358
-
TTC MANAGER INC
C · MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR · OH · 79% owned · share of income -$111 · share of assets -$456
-
TWIN TOWERS MANAGER INC
C · MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR · OH · 100% owned · share of income -$402 · share of assets -$6,333
-
WASH II MANAGER INC
C · MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR · OH · 100% owned · share of income -$90 · share of assets -$827
-
DEER RUN MANAGER INC
C · MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR · OH · 100% owned · share of income -$1,219 · share of assets -$1,917
-
HAMBURG MANAGERINC
C · MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR · OH · 100% owned · share of income -$102 · share of assets -$2,159
-
ROOSEVELT HOMES MANAGER INC
C · MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR · OH · 100% owned · share of income -$103 · share of assets -$1,846
-
WASHINTON STREET SENIOR MANAGER INC
C · MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR · IN · 100% owned · share of income -$14 · share of assets -$192
-
TWIN TOWERS CROSSING II MANAGER INC
C · MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR · OH · 100% owned · share of income -$134 · share of assets -$1,485
-
BURKETT PLACE MANAGER INC
C · MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR · OH · 100% owned · share of income -$31 · share of assets $191
-
GALENA ESTATES MANAGER INC
C · MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR · OH · 100% owned · share of income -$19 · share of assets $420
-
MORTON SENIOR RESIDENCE MANAGER INC
C · MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR · OH · 100% owned · share of income -$6 · share of assets -$29
-
RESERVE AT SPENCER MANAGER INC
C · MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR · OH · 100% owned · share of income -$39 · share of assets $47,454
-
ROOSEVELT HOMES II MANAGER INC
C · MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR · OH · 100% owned · share of income -$88 · share of assets -$619
-
4TH AVENUE LOFTS MANAGER INC
C · MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR · OH · 100% owned · share of income -$8 · share of assets $300,454
-
CARRIAGE TRAILS SENIOR VILLAGE II GP INC
C · MANAGEMENT OF RESIDENTIAL LOW-INCOME AND SENIOR · OH · 90% owned · share of income -$162 · share of assets -$2,705
The first 25 as filed. The return lists the rest.
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Listed as of 13 October 2026, under deductibility PC.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 13 October 2026 and read 29 October 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.