2025-11-10T14:00:07-06:00 2024-12-31 331498605 PLANTE & MORAN PLLC 250 S HIGH ST SUITE 100 COLUMBUS OH 43215 990 2024-01-01 881290177 MAPLE KNOLL COMMUNITIES FOUNDATION MAPL 5137822400 11100 SPRINGFIELD PIKE CINCINNATI OH 45246 ROGER E WEIDEMAN II SVP/CFO 5137822400 2025-11-07 1 1 AMY CIMINELLO P00796388 6148493000 2025-11-05 2024 2025-03-06 01:10:19Z TIMOTHY MCGOWAN 11100 SPRINGFIELD PIKE CINCINNATI OH 45246 918918 0 X WWW.MKCOMMUNITIES.ORG X 2022 OH TO PROVIDE PHILANTHROPIC SUPPORT TO ENHANCE THE EXPERIENCE OF THOSE LIVING AND WORKING WITHIN MAPLE KNOLL COMMUNITIES, INC. 9 9 0 10 0 0 572684 640031 0 0 191094 278887 0 0 763778 918918 433416 445692 0 0 0 0 0 0 0 21532 211103 454948 656795 308830 262123 3654488 3992215 42112 28150 3612376 3964065 TO PROVIDE PHILANTHROPIC SUPPORT TO ENHANCE THE EXPERIENCE OF THOSE LIVING AND WORKING WITHIN MAPLE KNOLL COMMUNITIES, INC. 0 0 457603 445692 0 MAPLE KNOLL FOUNDATION SERVES AS A SUPPORTING FOUNDATION FOR MAPLE KNOLL COMMUNITIES (MKC) TO PROVIDE FINANCIAL AND OTHER SUPPORT TO MKC AND TO SERVE OTHER CHARITABLE PURPOSES FOR OLDER PERSONS. 457603 1 1 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 0 0 0 0 0 OH X ROGER E WEIDEMAN II 5137822687 11100 SPRINGFIELD PIKE CINCINNATI OH 45246 PATRICIA HANNA SECRETARY 1.00 0.00 X X 0 0 0 STEVE KOMRSKA TREASURER 1.00 0.00 X X 0 0 0 DAVID WALLACE FIRST VICE CHAIRMAN 1.00 0.00 X X 0 0 0 MARILYN HOSKINS SECOND VICE CHAIRMAN 1.00 0.00 X X 0 0 0 FRED ROBBINS CHAIRMAN 1.00 16.00 X X 0 0 0 BRIAN PANGLE DIRECTOR 1.00 49.00 X 0 0 0 DR GORDON GILLESPIE DIRECTOR 1.00 0.00 X 0 0 0 JOHN BLOOMSTROM DIRECTOR 1.00 15.00 X 0 0 0 JOLENE SOBOTKA BOARD MEMBER- PART YEAR 1.00 0.00 X 0 0 0 KATHY MCGREW BOARD MEMBER 1.00 0.00 X 0 0 0 JOHN S DATTILO CEO 1.00 49.00 X 0 516969 60337 ROGER E WEIDEMAN II SVP/CFO 1.00 49.00 X 0 392089 54040 TIMOTHY MCGOWAN PRESIDENT 1.00 40.00 X 0 368575 26288 0 1277633 140665 0 0 1 0 0 640031 640031 193327 193327 85560 0 85560 85560 85560 918918 0 0 278887 445692 445692 190341 190341 2400 2400 3473 3473 7000 5600 1400 7889 6311 1578 656795 457603 199192 0 159063 115977 0 7824 0 29389 28142 7119 2467283 2831906 1000000 1000000 3654488 3992215 42112 28150 42112 28150 X 1303399 1600945 2308977 2363120 3612376 3964065 3654488 3992215 X 262123 35423 54143 X 0 0 0 X X 1 MAPLE KNOLL COMMUNITIES 310544277 10 1 445692 0 1 445692 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 120170 3145 123315 105256 14940 -26 120170 105256 105256 0.00000 1.00000 0.00000 0 0 0 RELATED PARTY RECEIVABLE 1000000 1000000 PART V, LINE 4: THE ARBORETUM ENDOWMENT IS INTENDED TO GENERATE EARNINGS TO BE USED TO MAINTAIN AND IMPROVE THE ARBORETUM ON THE CAMPUS OF MAPLE KNOLL VILLAGE. 1 MAPLE KNOLL COMMUNITIES INC 11100 SPRINGFIELD DRIVE CINCINNATI OH 45246 310544277 501(C)(3) 445692 0 GENERAL SUPPORT 1 0 PART I, LINE 2: MAPLE KNOLL COMMUNITIES FOUNDATION IS A SUPPORTING ORGANIZATION TO RELATED ORGANIZATION, MAPLE KNOLL COMMUNITIES. 0 1 0 0 0 0 0 0 0 JOHN S DATTILO CEO 0 456969 0 60000 0 0 0 25836 0 34501 0 577306 0 0 ROGER E WEIDEMAN II SVP/CFO 0 352089 0 40000 0 0 0 19539 0 34501 0 446129 0 0 TIMOTHY MCGOWAN PRESIDENT 0 321325 0 47250 0 0 0 14164 0 12124 0 394863 0 0 PART I, LINE 3 COMPENSATION PAID BY RELATED ORGANIZATION, BHI RETIREMENT COMMUNITIES, IS DETERMINED BY THE REVIEW AND APPROVAL OF THE BOARD WHICH INCLUDES CONTEMPORANEOUS SUBSTANTIATION OF THE DELIBERATION AND DECISION. PART I, LINE 4B A 457(F) DEFERRED COMPENSATION PLAN WAS SET UP FOR JOHN DATTILO AND ROGER WEIDEMAN IN APRIL OF 2019. JOHN DATTILO'S PLAN BEGINS VESTING IN 2031 AND ROGER WEIDEMAN'S PLAN BEGINS VESTING IN 2034. FORM 990, PART VI, SECTION A, LINE 6 MAPLE KNOLL COMMUNITIES, INC. IS THE SOLE MEMBER OF THE FILING ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A MAPLE KNOLL COMMUNITIES, INC. HAS THE RIGHT TO APPROVE/REMOVE BOARD OF DIRECTORS. BHI RETIREMENT COMMUNITIES, THE AFFILIATED PARENT ORGANIZATION, HAS THE RIGHT TO APPOINT ONE BOARD MEMBER. FORM 990, PART VI, SECTION A, LINE 7B MAPLE KNOLL COMMUNITIES INC. HAS THE RIGHT TO APPROVAL OR REJECTION OF CERTAIN GOVERNANCE DECISIONS SUCH AS, BUT NOT LIMITED TO, APPROVAL OF THE GOVERNING BODY'S ELECTION OR REMOVAL OF MEMBERS OF THE GOVERNING BOARD. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF FORM 990 IS PROVIDED TO BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C IT IS THE POLICY OF THE CORPORATION THAT EACH POTENTIAL CONFLICT OF INTEREST BE DISCLOSED. IF A POTENTIAL CONFLICT OF INTEREST INVOLVES A DIRECTOR OR OFFICER OF THE CORPORATION, THAT PERSON MUST DISCLOSE THE MATTER TO THE BOARD OF DIRECTORS. ANY EMPLOYEE OR MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS WHO IS NOT A DIRECTOR OR OFFICER OF THE CORPORATION WITH A POTENTIAL CONFLICT OF INTEREST MUST DISCLOSE THE MATTER TO THE CHAIRPERSON, THE PRESIDENT OR HIS OR HER DESIGNEE. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER DISCUSSION WITH THE INTERESTED PERSON, HE OR SHE SHALL LEAVE THE BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. EACH DIRECTOR, OFFICER, EMPLOYEE AND MEMBER OF A COMMITTEE WITH BOARD-DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT THAT AFFIRMS THEY UNDERSTAND AND COMPLY WITH THE CONFLICT OF INTEREST POLICY. THIS PROCESS IS DONE ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN RESTRICTED NET ASSETS 54,143. FORM 990, PART VI, SECTION B, LINE 13 MAPLE KNOLL COMMUNITIES FOUNDATION DOES NOT HAVE A WHISTLEBLOWER POLICY AT THIS TIME, AS THERE ARE CURRENTLY NO ONE EMPLOYED THROUGH THE FOUNDATION. FORM 990, PART VI, SECTION B, LINE 14 ALL DOCUMENTS ARE RETAINED BY THE SOLE MEMBER, MAPLE KNOLL COMMUNITIES. MAPLE KNOLL COMMUNITIES FOUNDATION FOLLOWS MAPLE KNOLL COMMUNITIES' POLICIES. BHI FOUNDATION 8330 ALLISON POINTE TRAIL STE 300 INDIANAPOLIS IN 46250 351680796 SENIOR LIVING IN 501(C)(3) LINE 12A, I BHI SENIOR LIVING INC 1 BHI RETIREMENT COMMUNITIES INC 8330 ALLISON POINTE TRAIL STE 300 INDIANAPOLIS IN 46250 260262903 SENIOR LIVING IN 501(C)(3) LINE 12A, I BHI SENIOR LIVING INC 1 WESLEY MANOR INC 8330 ALLISON POINTE TRAIL STE 300 INDIANAPOLIS IN 46250 351020934 SENIOR LIVING IN 501(C)(3) LINE 10 BHI RETIREMENT COMMUNITIES INC 1 PRAIRIE LANDING COMMUNITY INC 8330 ALLISON POINTE TRAIL STE 300 INDIANAPOLIS IN 46250 262053830 SENIOR LIVING IN 501(C)(3) LINE 10 BHI RETIREMENT COMMUNITIES INC 1 FOUR SEASONS VILLAS INC 8330 ALLISON POINTE TRAIL STE 300 INDIANAPOLIS IN 46250 311011187 SENIOR LIVING IN 501(C)(3) LINE 10 BHI SENIOR LIVING INC 1 HOOSIER MANOR INC 8330 ALLISON POINTE TRAIL STE 300 INDIANAPOLIS IN 46250 311011190 SENIOR LIVING IN 501(C)(3) LINE 10 BHI SENIOR LIVING INC 1 BHI SENIOR LIVING INC 8330 ALLISON POINTE TRAIL STE 300 INDIANAPOLIS IN 46250 350931432 SENIOR LIVING IN 501(C)(3) LINE 10 N/A 0 CLARK RETIREMENT COMMUNITY INC 1551 FRANKLIN STREET SE GRAND RAPIDS MI 49506 381366932 SENIOR LIVING MI 501(C)(3) LINE 10 BHI RETIREMENT COMMUNITIES INC 1 CLARK RETIREMENT COMMUNITY FOUNDATION 1551 FRANKLIN STREET SE GRAND RAPIDS MI 49506 383236052 SENIOR LIVING MI 501(C)(3) LINE 10 BHI RETIREMENT COMMUNITIES INC 1 CLARK RETIREMENT SERVICES COMPANY 1551 FRANKLIN STREET SE GRAND RAPIDS MI 49506 842692761 SENIOR LIVING MI 501(C)(3) LINE 12B, II BHI RETIREMENT COMMUNITIES INC 1 MAPLE KNOLL COMMUNITIES INC 11100 SPRINGFIELD DRIVE CINCINNATI OH 45246 310544277 SENIOR LIVING OH 501(C)(3) LINE 10 BHI RETIREMENT COMMUNITIES INC 1 WESTMINSTER VILLAGE NORTH INC 8330 ALLISON POINTE TRAIL STE 300 INDIANAPOLIS IN 46250 311209757 SENIOR LIVING IN 501(C)(3) LINE 10 BHI RETIREMENT COMMUNITIES INC 1 SLDEVELOPMENT INC 8330 ALLISON POINTE TRAIL STE 300 INDIANAPOLIS IN 46250 452664455 GOLF COURSE IN N/A C 1 BHI HOME CARE INC 8330 ALLISON POINTE TRAIL STE 300 INDIANAPOLIS IN 46250 475160712 HOME CARE IN N/A C 1 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0