Civic Intelligence

Maple Knoll Communities Foundation

EIN 88-1290177 • 501(c)3 • Cincinnati, OH

Profile

To provide philanthropic support to enhance the experience of those living and working within maple knoll communities, inc.

11100 Springfield PikeCincinnati, OH 45246

www.mkcommunities.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

30th percentile

0.01x

Higher debt load relative to assets than 30% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

38th percentile

0.03x

Higher debt load relative to revenue than 38% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

80th percentile

29%

Higher net margin than 80% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

97th percentile

$577,306

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 62.8% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

68th percentile

12%

Faster asset growth than 68% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Revenue Growth

6th percentile

-46%

Faster revenue growth than 6% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2024

Assets

Up

$3,992,215

Up $337,727 (+9.2%) from 2023

Liabilities

Down

$28,150

Down $13,962 (-33%) from 2023

Net Assets

Up

$3,964,065

Up $351,689 (+9.7%) from 2023

Revenue

Up

$918,918

Up $155,140 (+20%) from 2023

Expenses

Up

$656,795

Up $201,847 (+44%) from 2023

Net Income

Down

$262,123

Down $46,707 (-15%) from 2023

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2022: $3,196,051Liabilities 2022: $0Net Assets 2022: $3,196,0512022Assets 2023: $3,654,488Liabilities 2023: $42,112Net Assets 2023: $3,612,3762023Assets 2024: $3,992,215Liabilities 2024: $28,150Net Assets 2024: $3,964,0652024

Highlighted filing

2024

Assets$3,992,215
Liabilities$28,150
Net Assets$3,964,065

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0Revenue 2022: $3,180,024Expenses 2022: $2,210Net Income 2022: $3,177,8142022Revenue 2023: $763,778Expenses 2023: $454,948Net Income 2023: $308,8302023Revenue 2024: $918,918Expenses 2024: $656,795Net Income 2024: $262,1232024

Highlighted filing

2024

Revenue$918,918
Expenses$656,795
Net Income$262,123

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 7, 2025
Return Version
2024v5.2
Gross Receipts
$918,918
Mission and Program Overview

Mission

To provide philanthropic support to enhance the experience of those living and working within maple knoll communities, inc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,467,283$2,831,906▲ $364,623
Cash and Non-Interest-Bearing Accounts$159,063$115,977▼ $43,086
Pledges and Grants Receivable$0$29,389▲ $29,389
Savings and Temporary Cash Investments$0$7,824▲ $7,824
Accounts Receivable$28,142$7,119▼ $21,023
Total Assets$3,654,488$3,992,215▲ $337,727
Other Assets Total$1,000,000$1,000,000→ $0
Liabilities
Accounts Payable and Accrued Expenses$42,112$28,150▼ $13,962
Total Liabilities$42,112$28,150▼ $13,962
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,308,977$2,363,120▲ $54,143
Net Assets Without Donor Restrictions$1,303,399$1,600,945▲ $297,546
Total Net Assets Fund Balance$3,612,376$3,964,065▲ $351,689
Total Liabilities and Net Assets / Fund Balance$3,654,488$3,992,215▲ $337,727

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$1,000,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$120,170$3,145--$123,315
2023$105,256$14,940▼ $26-$120,170
2022-$105,256--$105,256
Compensation and Service Providers

Board Members and Trustees

NameTitle
Fred RobbinsChairman
Timothy McgowanPresident
David WallaceFirst Vice Chairman
Marilyn HoskinsSecond Vice Chairman
Kathy McgrewBoard Member
Jolene SobotkaBoard Member- Part Year
Brian PangleDirector
Dr Gordon GillespieDirector
John BloomstromDirector
John S DattiloCEO
Patricia HannaSecretary
Roger E Weideman IiSVP/CFO
Steve KomrskaTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$640,031
Program Service Revenue
$0
Investment Income
$278,887
Other Revenue
$0
All Other Contributions
$640,031
Change in Net Assets
$262,123
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$445,692
Other Expenses$211,103
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$445,692--$445,692
Fees for Services Management-$190,341-$190,341
Office Expenses$6,311$1,578-$7,889
Fees for Services Other$5,600$1,400-$7,000
Fees for Service Investment Mgmnt Fees-$3,473-$3,473
Fees for Services Accounting-$2,400-$2,400
Total Functional Expenses$457,603$199,192$0$656,795
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Maple Knoll Communities IncCincinnati, OH501(c)(3)General Support$445,692
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

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 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.

Filing and Contact Details

Filer

Filer Name
Maple Knoll Communities Foundation
EIN
88-1290177
Phone
5137822400
Address
11100 SPRINGFIELD PIKE, CINCINNATI, OH 45246

Signing Officer

Name
Roger E Weideman Ii
Title
SVP/CFO
Phone
5137822400
Signed
2025-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Timothy Mcgowan
Formed
2022
Legal Domicile
Oh
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
10

Preparer

Firm
Plante & Moran Pllc
Address
250 S HIGH ST SUITE 100, COLUMBUS, OH 43215
Preparer
Amy Ciminello
Phone
6148493000
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Change in restricted net assets 54,143.

Financial Statement Notes

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.

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IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0433416
IRS990/PYInvestmentIncomeAmt0191094
IRS990/PYOtherExpensesAmt021532
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0308830
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0454948
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0763778
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0262123
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt07824
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0310544277
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0445692
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0MAPLE KNOLL COMMUNITIES
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0445692
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0120170
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt03145
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0123315
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0105256
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt014940
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0120170
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-26
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0105256
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0105256
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01000000
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0RELATED PARTY RECEIVABLE
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ARBORETUM ENDOWMENT IS INTENDED TO GENERATE EARNINGS TO BE USED TO MAINTAIN AND IMPROVE THE ARBORETUM ON THE CAMPUS OF MAPLE KNOLL VILLAGE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01000000
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0445692
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MAPLE KNOLL COMMUNITIES INC
IRS990ScheduleI/RecipientTable/RecipientEIN0310544277
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt011100 SPRINGFIELD DRIVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CINCINNATI
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OH
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd045246
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0MAPLE KNOLL COMMUNITIES FOUNDATION IS A SUPPORTING ORGANIZATION TO RELATED ORGANIZATION, MAPLE KNOLL COMMUNITIES.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt060000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt140000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt247250
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0456969
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1352089
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2321325
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt025836
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt119539
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt214164
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt034501
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt134501
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt212124
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JOHN S DATTILO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1ROGER E WEIDEMAN II

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