TY 2023 Form 990

- TIN:

SCHEDULE A
(Form 990)

Department of the Treasury
Internal Revenue Service

Public Charity Status and Public Support

Complete if the organization is a section 501(c)(3) organization or a section 4947(a)(1) nonexempt charitable trust.
right arrow

Attach to Form 990 or Form 990-EZ.
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Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

TRADITIONS AT WESTERVILLE

Employer identification number

47-5276287

Part I

Reason for Public Charity Status (All organizations must complete this part.) See instructions.

The organization is not a private foundation because it is: (For lines 1 through 12, check only one box.)

A church, convention of churches, or association of churches described in section 170(b)(1)(A)(i).

A school described in section 170(b)(1)(A)(ii). (Attach Schedule E (Form 990).)

A hospital or a cooperative hospital service organization described in section 170(b)(1)(A)(iii).

A medical research organization operated in conjunction with a hospital described in section 170(b)(1)(A)(iii). Enter the hospital's name, city, and state:

An organization operated for the benefit of a college or university owned or operated by a governmental unit described in section 170(b)(1)(A)(iv). (Complete Part II.)

A federal, state, or local government or governmental unit described in section 170(b)(1)(A)(v).

An organization that normally receives a substantial part of its support from a governmental unit or from the general public described in section 170(b)(1)(A)(vi). (Complete Part II.)

A community trust described in section 170(b)(1)(A)(vi). (Complete Part II.)

An agricultural research organization described in 170(b)(1)(A)(ix) operated in conjunction with a land-grant college or university or a non-land grant college of agriculture. See instructions. Enter the name, city, and state of the college or university:

An organization that normally receives: (1) more than 33 1/3% of its support from contributions, membership fees, and gross receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 33 1/3% of its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)

An organization organized and operated exclusively to test for public safety. See section 509(a)(4).

An organization organized and operated exclusively for the benefit of, to perform the functions of, or to carry out the purposes of one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2). See section 509(a)(3). Check the box on lines 12a through 12d that describes the type of supporting organization and complete lines 12e, 12f, and 12g.

Type I. A supporting organization operated, supervised, or controlled by its supported organization(s), typically by giving the supported organization(s) the power to regularly appoint or elect a majority of the directors or trustees of the supporting organization. You must complete Part IV, Sections A and B.

Type II. A supporting organization supervised or controlled in connection with its supported organization(s), by having control or management of the supporting organization vested in the same persons that control or manage the supported organization(s). You must complete Part IV, Sections A and C.

Type III functionally integrated. A supporting organization operated in connection with, and functionally integrated with, its supported organization(s) (see instructions). You must complete Part IV, Sections A, D, and E.

Type III non-functionally integrated. A supporting organization operated in connection with its supported organization(s) that is not functionally integrated. The organization generally must satisfy a distribution requirement and an attentiveness requirement (see instructions). You must complete Part IV, Sections A and D, and Part V.

Check this box if the organization received a written determination from the IRS that it is a Type I, Type II, Type III functionally integrated, or Type III non-functionally integrated supporting organization.

Enter the number of supported organizations ...............................

Provide the following information about the supported organization(s).

(i) Name of supported organization	(ii) EIN	(iv) Is the organization listed in your governing document?		(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)
(i) Name of supported organization	(ii) EIN	Yes	No	(v) Amount of monetary support (see instructions)	(vi) Amount of other support (see instructions)


Total

For Paperwork Reduction Act Notice, see the Instructions for
Form 990 or 990-EZ.

Cat. No. 11285F

Schedule A (Form 990) 2023

Page 2

Part II

Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi)
(Complete only if you checked the box on line 5, 7, or 8 of Part I or if the organization failed to qualify under Part III. If the organization failed to qualify under the tests listed below, please complete Part III.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") ..
2	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf ....
3	The value of services or facilities furnished by a governmental unit to the organization without charge..
4	Total. Add lines 1 through 3
5	The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f) ..
6	Public support. Subtract line 5 from line 4.

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
7	Amounts from line 4..
8	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
9	Net income from unrelated business activities, whether or not the business is regularly carried on..
10	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.)..
11	Total support. Add lines 7 through 10

Gross receipts from related activities, etc. (see instructions) ..................

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here ........................................ right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2023 (line 6, column (f) divided by line 11, column (f)) .........

Public support percentage for 2022 Schedule A, Part II, line 14 ...............

16a

33 1/3% support test—2023. If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization ....................... right arrow

33 1/3% support test—2022. If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization ..................... right arrow

17a

10%-facts-and-circumstances test—2023. If the organization did not check a box on line 13, 16a, or 16b, and line 14 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

10%-facts-and-circumstances test—2022. If the organization did not check a box on line 13, 16a, 16b, or 17a, and line 15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain in Part VI how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization ............ right arrow

Private foundation. If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions ..................................................... right arrow

Schedule A (Form 990) 2023

Page 3

Part III

Support Schedule for Organizations Described in Section 509(a)(2)
(Complete only if you checked the box on line 10 of Part I or if the organization failed to qualify under Part II. If the organization fails to qualify under the tests listed below, please complete Part II.)

Section A. Public Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
1	Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .	8,484	0	0	0	84,483	92,967
2	Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose	6,781,822	8,810,449	9,016,263	9,976,388	11,189,894	45,774,816
3	Gross receipts from activities that are not an unrelated trade or business under section 513 .....						0
4	Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...						0
5	The value of services or facilities furnished by a governmental unit to the organization without charge						0
6	Total. Add lines 1 through 5	6,790,306	8,810,449	9,016,263	9,976,388	11,274,377	45,867,783
7a	Amounts included on lines 1, 2, and 3 received from disqualified persons						0
b	Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.						0
c	Add lines 7a and 7b..						0
8	Public support. (Subtract line 7c from line 6.)						45,867,783

Section B. Total Support

Calendar year (or fiscal year beginning in)		(a) 2019	(b) 2020	(c) 2021	(d) 2022	(e) 2023	(f) Total
9	Amounts from line 6...	6,790,306	8,810,449	9,016,263	9,976,388	11,274,377	45,867,783
10a	Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..	245					245
b	Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.						0
c	Add lines 10a and 10b.	245					245
11	Net income from unrelated business activities not included on line 10b, whether or not the business is regularly carried on.						0
12	Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) ..			181,942			181,942
13	Total support. (Add lines 9, 10c, 11, and 12.)..	6,790,551	8,810,449	9,198,205	9,976,388	11,274,377	46,049,970

First 5 years. If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a section 501(c)(3) organization, check this box and stop here................................................. right arrow

Section C. Computation of Public Support Percentage

Public support percentage for 2023 (line 8, column (f) divided by line 13, column (f)) .........

99.604 %

Public support percentage from 2022 Schedule A, Part III, line 15 ...............

99.516 %

Section D. Computation of Investment Income Percentage

Investment income percentage for 2023 (line 10c, column (f) divided by line 13, column (f)) ......

0.001 %

Investment income percentage from 2022 Schedule A, Part III, line 17 .............

0.003 %

19a

33 1/3% support tests-2023. If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ....... right arrow

33 1/3 % support tests—2022. If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization ..... right arrow

Private foundation. If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions .... right arrow

Schedule A (Form 990) 2023

Page 4

Part IV

Supporting Organizations

(Complete only if you checked a box on line 12 of Part I. If you checked box 12a, of Part I, complete Sections A and B. If you checked box 12b, of Part I, complete Sections A and C. If you checked box 12c, of Part I, complete Sections A, D, and E. If you checked box12d, of Part I, complete Sections A and D, and complete Part V.)

Section A. All Supporting Organizations

Yes

Are all of the organization’s supported organizations listed by name in the organization’s governing documents?
If "No," describe in Part VI how the supported organizations are designated. If designated by class or purpose,
describe the designation. If historic and continuing relationship, explain.

Did the organization have any supported organization that does not have an IRS determination of status under section 509(a)(1) or (2)? If "Yes," explain in Part VI how the organization determined that the supported organization was described in section 509(a)(1) or (2).

Did the organization have a supported organization described in section 501(c)(4), (5), or (6)? If "Yes," answer lines 3b and 3c below.

Did the organization confirm that each supported organization qualified under section 501(c)(4), (5), or (6) and satisfied the public support tests under section 509(a)(2)? If "Yes," describe in Part VI when and how the organization made the determination.

Did the organization ensure that all support to such organizations was used exclusively for section 170(c)(2)(B) purposes? If "Yes," explain in Part VI what controls the organization put in place to ensure such use.

Was any supported organization not organized in the United States ("foreign supported organization")? If “Yes” and if you checked box 12a or 12b in Part I, answer lines 4b and 4c below.

Did the organization have ultimate control and discretion in deciding whether to make grants to the foreign supported organization? If “Yes,” describe in Part VI how the organization had such control and discretion despite being controlled or supervised by or in connection with its supported organizations.

Did the organization support any foreign supported organization that does not have an IRS determination under sections 501(c)(3) and 509(a)(1) or (2)? If “Yes,” explain in Part VI what controls the organization used to ensure that all support to the foreign supported organization was used exclusively for section 170(c)(2)(B) purposes.

Did the organization add, substitute, or remove any supported organizations during the tax year? If “Yes,” answer lines 5b and 5c below (if applicable). Also, provide detail in Part VI, including (i) the names and EIN numbers of the supported organizations added, substituted, or removed; (ii) the reasons for each such action; (iii) the authority under the organization's organizing document authorizing such action; and (iv) how the action was accomplished (such as by amendment to the organizing document).

Type I or Type II only. Was any added or substituted supported organization part of a class already designated in the organization's organizing document?

Substitutions only. Was the substitution the result of an event beyond the organization's control?

Did the organization provide support (whether in the form of grants or the provision of services or facilities) to anyone other than (i) its supported organizations, (ii) individuals that are part of the charitable class benefited by one or more of its supported organizations, or (iii) other supporting organizations that also support or benefit one or more of the filing organization’s supported organizations? If “Yes,” provide detail in Part VI.

Did the organization provide a grant, loan, compensation, or other similar payment to a substantial contributor (defined in section 4958(c)(3)(C)), a family member of a substantial contributor, or a 35% controlled entity with regard to a substantial contributor? If “Yes,” complete Part I of Schedule L (Form 990) .

Did the organization make a loan to a disqualified person (as defined in section 4958) not described on line 7? If “Yes,” complete Part I of Schedule L (Form 990).

Was the organization controlled directly or indirectly at any time during the tax year by one or more disqualified persons, as defined in section 4946 (other than foundation managers and organizations described in section 509(a)(1) or (2))? If “Yes,” provide detail in Part VI.

Did one or more disqualified persons (as defined on line 9a) hold a controlling interest in any entity in which the supporting organization had an interest? If “Yes,” provide detail in Part VI.

Did a disqualified person (as defined on line 9a) have an ownership interest in, or derive any personal benefit from, assets in which the supporting organization also had an interest? If “Yes,” provide detail in Part VI.

10a

Was the organization subject to the excess business holdings rules of section 4943 because of section 4943(f) (regarding certain Type II supporting organizations, and all Type III non-functionally integrated supporting organizations)? If “Yes,” answer line 10b below.

10a

Did the organization have any excess business holdings in the tax year? (Use Schedule C, Form 4720, to determine whether the organization had excess business holdings).

10b

Schedule A (Form 990) 2023

Page 5

Part IV

Supporting Organizations (continued)

Yes

Has the organization accepted a gift or contribution from any of the following persons?

A person who directly or indirectly controls, either alone or together with persons described on lines 11b and 11c below, the governing body of a supported organization?

11a

A family member of a person described on 11a above?

11b

A 35% controlled entity of a person described on line 11a or 11b above? If “Yes” to 11a, 11b, or 11c, provide detail in Part VI.

11c

Section B. Type I Supporting Organizations

Yes

Did the officers, directors, trustees, or membership of one or more supported organizations have the power to regularly appoint or elect at least a majority of the organization’s directors or trustees at all times during the tax year? If “No,” describe in Part VI how the supported organization(s) effectively operated, supervised, or controlled the organization’s activities. If the organization had more than one supported organization, describe how the powers to appoint and/or remove directors or trustees were allocated among the supported organizations and what conditions or restrictions, if any, applied to such powers during the tax year.

Did the organization operate for the benefit of any supported organization other than the supported organization(s) that operated, supervised, or controlled the supporting organization? If “Yes,” explain in Part VI how providing such benefit carried out the purposes of the supported organization(s) that operated, supervised or controlled the supporting organization.

Section C. Type II Supporting Organizations

Yes

Were a majority of the organization’s directors or trustees during the tax year also a majority of the directors or trustees of each of the organization’s supported organization(s)? If “No,” describe in Part VI how control or management of the supporting organization was vested in the same persons that controlled or managed the supported organization(s).

Section D. All Type III Supporting Organizations

Yes

Did the organization provide to each of its supported organizations, by the last day of the fifth month of the organization’s tax year, (i) a written notice describing the type and amount of support provided during the prior tax year, (ii) a copy of the Form 990 that was most recently filed as of the date of notification, and (iii) copies of the organization’s governing documents in effect on the date of notification, to the extent not previously provided?

Were any of the organization’s officers, directors, or trustees either (i) appointed or elected by the supported organization(s) or (ii) serving on the governing body of a supported organization? If "No," explain in Part VI how the organization maintained a close and continuous working relationship with the supported organization(s).

By reason of the relationship described in line 2 above, did the organization’s supported organizations have a significant voice in the organization’s investment policies and in directing the use of the organization’s income or assets at all times during the tax year? If "Yes," describe in Part VI the role the organization’s supported organizations played in this regard.

Section E. Type III Functionally-Integrated Supporting Organizations

Check the box next to the method that the organization used to satisfy the Integral Part Test during the year (see instructions):

The organization satisfied the Activities Test. Complete line 2 below.

The organization is the parent of each of its supported organizations. Complete line 3 below.

The organization supported a governmental entity. Describe in Part VI how you supported a government entity (see instructions)

Activities Test. Answer lines 2a and 2b below.

Yes

Did substantially all of the organization’s activities during the tax year directly further the exempt purposes of the supported organization(s) to which the organization was responsive? If "Yes," then in Part VI identify those supported organizations and explain how these activities directly furthered their exempt purposes, how the organization was responsive to those supported organizations, and how the organization determined that these activities constituted substantially all of its activities.

Did the activities described on line 2a, above constitute activities that, but for the organization’s involvement, one or more of the organization’s supported organization(s) would have been engaged in? If "Yes," explain in Part VI the reasons for the organization’s position that its supported organization(s) would have engaged in these activities but for the organization’s involvement.

Parent of Supported Organizations. Answer lines 3a and 3b below.

Did the organization have the power to regularly appoint or elect a majority of the officers, directors, or trustees of each of the supported organizations?If "Yes" or "No", provide details in Part VI.

Did the organization exercise a substantial degree of direction over the policies, programs and activities of each of its supported organizations? If "Yes," describe in Part VI. the role played by the organization in this regard.

Schedule A (Form 990) 2023

Page 6

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations

Check here if the organization satisfied the Integral Part Test as a qualifying trust on Nov. 20, 1970 (explain in Part VI). See instructions. All other Type III non-functionally integrated supporting organizations must complete Sections A through E.

	Section A - Adjusted Net Income		(A) Prior Year	(B) Current Year (optional)
1	Net short-term capital gain	1
2	Recoveries of prior-year distributions	2
3	Other gross income (see instructions)	3
4	Add lines 1 through 3	4
5	Depreciation and depletion	5
6	Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions)	6
7	Other expenses (see instructions)	7
8	Adjusted Net Income (subtract lines 5, 6 and 7 from line 4)	8

	Section B - Minimum Asset Amount		(A) Prior Year	(B) Current Year (optional)
1	Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year):	1
a	Average monthly value of securities	1a
b	Average monthly cash balances	1b
c	Fair market value of other non-exempt-use assets	1c
d	Total (add lines 1a, 1b, and 1c)	1d
e	Discount claimed for blockage or other factors (explain in detail in Part VI):
2	Acquisition indebtedness applicable to non-exempt use assets	2
3	Subtract line 2 from line 1d	3
4	Cash deemed held for exempt use. Enter 0.015 of line 3 (for greater amount, see instructions).	4
5	Net value of non-exempt-use assets (subtract line 4 from line 3)	5
6	Multiply line 5 by 0.035	6
7	Recoveries of prior-year distributions	7
8	Minimum Asset Amount (add line 7 to line 6)	8

	Section C - Distributable Amount		Current Year
1	Adjusted net income for prior year (from Section A, line 8, Column A)	1
2	Enter 85% of line 1	2
3	Minimum asset amount for prior year (from Section B, line 8, Column A)	3
4	Enter greater of line 2 or line 3	4
5	Income tax imposed in prior year	5
6	Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions)	6

Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions)

Schedule A (Form 990) 2023

Page 7

Part V

Type III Non-Functionally Integrated 509(a)(3) Supporting Organizations(continued)

Section D - Distributions		Current Year
1 Amounts paid to supported organizations to accomplish exempt purposes	1
2 Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity	2
3 Administrative expenses paid to accomplish exempt purposes of supported organizations	3
4 Amounts paid to acquire exempt-use assets	4
5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI)	5
6 Other distributions (describe in Part VI). See instructions	6
7Total annual distributions. Add lines 1 through 6.	7
8 Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions	8
9 Distributable amount for 2023 from Section C, line 6	9
10 Line 8 amount divided by Line 9 amount	10

Section E - Distribution Allocations (see instructions)		(i) Excess Distributions	(ii) Underdistributions Pre-2023	(iii) Distributable Amount for 2023
1 Distributable amount for 2023 from Section C, line 6
2 Underdistributions, if any, for years prior to 2023 (reasonable cause required-- explain in Part VI). See instructions.
3 Excess distributions carryover, if any, to 2023:
a From 2018.......
b From 2019.......
c From 2020.......
d From 2021.......
e From 2022.......
fTotal of lines 3a through e
g Applied to underdistributions of prior years
h Applied to 2023 distributable amount
i Carryover from 2018 not applied (see instructions)
j Remainder. Subtract lines 3g, 3h, and 3i from line 3f.
4Distributions for 2023 from Section D, line 7:
$
a Applied to underdistributions of prior years
b Applied to 2023 distributable amount
c Remainder. Subtract lines 4a and 4b from line 4.
5 Remaining underdistributions for years prior to 2023, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions.
6 Remaining underdistributions for 2023. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions.
7 Excess distributions carryover to 2024. Add lines 3j and 4c.
8 Breakdown of line 7:
a Excess from 2019.....
b Excess from 2020.....
c Excess from 2021.....
d Excess from 2022.....
e Excess from 2023.....

Schedule A (Form 990) (2023)

Schedule A (Form 990) 2023

Page 8

Part VI

Supplemental Information. Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; Part III, line 12; Part IV, Section A, lines 1, 2, 3b, 3c, 4b, 4c, 5a, 6, 9a, 9b, 9c, 11a, 11b, and 11c; Part IV, Section B, lines 1 and 2; Part IV, Section C, line 1; Part IV, Section D, lines 2 and 3; Part IV, Section E, lines 1c, 2a, 2b, 3a and 3b; Part V, line 1; Part V, Section B, line 1e; Part V Section D, lines 5, 6, and 8; and Part V, Section E, lines 2, 5, and 6. Also complete this part for any additional information. (See instructions).

Facts And Circumstances Test

Return Reference	Explanation

Schedule A (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Name of the organization

TRADITIONS AT WESTERVILLE

Employer identification number

47-5276287

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990) (2023)

Schedule B (Form 990) (2023) Page 2

Name of organization TRADITIONS AT WESTERVILLE

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
RESTRICTED	,	$ RESTRICTED	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)

Schedule B (Form 990) (2023)

Page 3

Name of organization TRADITIONS AT WESTERVILLE		Employer identification number 47-5276287

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (2023)

Schedule B (Form 990) (2023)

Page 4


Name of organization TRADITIONS AT WESTERVILLE			Employer identification number 47-5276287
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990) (2023)

Additional Data

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Software Version:

- TIN:

SCHEDULE D
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Financial Statements

Complete if the organization answered "Yes," on Form 990,
Part IV, line 6, 7, 8, 9, 10, 11a, 11b, 11c, 11d, 11e, 11f, 12a, or 12b.
right arrow

Attach to Form 990.
right arrow

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2022

Open to Public Inspection

Name of the organization

TRADITIONS AT WESTERVILLE

Employer identification number

47-5276287

Part I

Organizations Maintaining Donor Advised Funds or Other Similar Funds or Accounts. Complete if the organization answered "Yes" on Form 990, Part IV, line 6.

		(a) Donor advised funds	(b) Funds and other accounts
1	Total number at end of year .........
2	Aggregate value of contributions to (during year)
3	Aggregate value of grants from (during year)
4	Aggregate value at end of year ........

Did the organization inform all donors and donor advisors in writing that the assets held in donor advised funds are the organization’s property, subject to the organization’s exclusive legal control? ............

Yes No

Did the organization inform all grantees, donors, and donor advisors in writing that grant funds can be used only for charitable purposes and not for the benefit of the donor or donor advisor, or for any other purpose conferring impermissible private benefit? ...................................

Yes No

Part II

Conservation Easements.
Complete if the organization answered "Yes" on Form 990, Part IV, line 7.

Purpose(s) of conservation easements held by the organization (check all that apply).

Preservation of land for public use (e.g., recreation or education) Preservation of an historically important land area

Protection of natural habitat Preservation of a certified historic structure

Preservation of open space

Complete lines 2a through 2d if the organization held a qualified conservation contribution in the form of a conservation easement on the last day of the tax year.


a	Total number of conservation easements ......................	2a
b	Total acreage restricted by conservation easements ....................	2b
c	Number of conservation easements on a certified historic structure included in (a) .....	2c
d	Number of conservation easements included in (c) acquired after July 25, 2006, and not on a historic structure listed in the National Register ...	2d

Number of conservation easements modified, transferred, released, extinguished, or terminated by the organization during the
tax year right arrow

Number of states where property subject to conservation easement is located right arrow

Does the organization have a written policy regarding the periodic monitoring, inspection, handling of violations, and enforcement of the conservation easements it holds? ............

Yes No

Staff and volunteer hours devoted to monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Amount of expenses incurred in monitoring, inspecting, handling of violations, and enforcing conservation easements during the year
right arrow

Does each conservation easement reported on line 2(d) above satisfy the requirements of section 170(h)(4)(B)(i) and section 170(h)(4)(B)(ii)? .............................

Yes No

In Part XIII, describe how the organization reports conservation easements in its revenue and expense statement, and
balance sheet, and include, if applicable, the text of the footnote to the organization’s financial statements that describes
the organization’s accounting for conservation easements.

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets.
Complete if the organization answered "Yes" on Form 990, Part IV, line 8.

If the organization elected, as permitted under FASB ASC 958, not to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide, in Part XIII, the text of the footnote to its financial statements that describes these items.

If the organization elected, as permitted under FASB ASC 958, to report in its revenue statement and balance sheet works of art, historical treasures, or other similar assets held for public exhibition, education, or research in furtherance of public service, provide the following amounts relating to these items:

(i)

Revenue included on Form 990, Part VIII, line 1 ......................... right arrow

(ii)

Assets included in Form 990, Part X ............................... right arrow

If the organization received or held works of art, historical treasures, or other similar assets for financial gain, provide the
following amounts required to be reported under FASB ASC 958 relating to these items:

Revenue included on Form 990, Part VIII, line 1 .......................... right arrow

Assets included in Form 990, Part X ............................... right arrow

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 52283D

Schedule D (Form 990) 2022

Page 2

Part III

Organizations Maintaining Collections of Art, Historical Treasures, or Other Similar Assets (continued)

Using the organization’s acquisition, accession, and other records, check any of the following that are a significant use of its collection items (check all that apply):

Public exhibition

Loan or exchange programs

Scholarly research

Other

Preservation for future generations

Provide a description of the organization’s collections and explain how they further the organization’s exempt purpose in
Part XIII.

During the year, did the organization solicit or receive donations of art, historical treasures or other similar
assets to be sold to raise funds rather than to be maintained as part of the organization’s collection?...

Yes No

Part IV

Escrow and Custodial Arrangements. Complete if the organization answered "Yes" on Form 990, Part IV, line 9, or reported an amount on Form 990, Part X, line 21.

Is the organization an agent, trustee, custodian or other intermediary for contributions or other assets not
included on Form 990, Part X? ....................................

Yes No


b	If "Yes," explain the arrangement in Part XIII and complete the following table:		Amount
c	Beginning balance .............................	1c
d	Additions during the year ............................	1d
e	Distributions during the year ..........................	1e
f	Ending balance ................................	1f

Did the organization include an amount on Form 990, Part X, line 21, for escrow or custodial account liability? ...

Yes No

If "Yes," explain the arrangement in Part XIII. Check here if the explanation has been provided in Part XIII ....

Part V

Endowment Funds.
Complete if the organization answered "Yes" on Form 990, Part IV, line 10.

		(a) Current year	(b) Prior year	(c) Two years back	(d) Three years back	(e) Four years back

1a	Beginning of year balance ....
b	Contributions ...
c	Net investment earnings, gains, and losses
d	Grants or scholarships ...
e	Other expenditures for facilities and programs ...
f	Administrative expenses ....
g	End of year balance ......

Provide the estimated percentage of the current year end balance (line 1g, column (a)) held as:

Board designated or quasi-endowment right arrow

Permanent endowment right arrow

Term endowment right arrow

The percentages on lines 2a, 2b, and 2c should equal 100%.

Are there endowment funds not in the possession of the organization that are held and administered for the
organization by:

Yes

(i) Unrelated organizations .................

3a(i)

(ii) Related organizations .................

3a(ii)

If "Yes" on 3a(ii), are the related organizations listed as required on Schedule R? .........

Describe in Part XIII the intended uses of the organization's endowment funds.

Part VI

Land, Buildings, and Equipment.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11a. See Form 990, Part X, line 10.

Description of property		(a) Cost or other basis (investment)	(b) Cost or other basis (other)	(c) Accumulated depreciation	(d) Book value

1a	Land .....	1,895,000		1,895,000
b	Buildings ....	44,449,258	6,540,250	37,909,008
c	Leasehold improvements
d	Equipment ....	390,543	330,394	60,149
e	Other .....	117,067	27,839	89,228
Total. Add lines 1a through 1e. (Column (d) must equal Form 990, Part X, column (B), line 10(c).)..				39,953,385

Schedule D (Form 990) 2022

Page 3

Part VII

Investments - Other Securities.
Complete if the organization answered "Yes" on Form 990, Part IV, line 11b. See Form 990, Part X, line 12.

(a) Description of security or category (including name of security)	(b) Book value	(c) Method of valuation: Cost or end-of-year market value
(1) Financial derivatives.........
(2) Closely-held equity interests........
(3)Other
(A)
(B)
(C)
(D)
(E)
(F)
(G)
(H)
Total. (Column (b) must equal Form 990, Part X, col. (B) line 12.)

Part VIII

Investments - Program Related. Complete if the organization answered 'Yes' on Form 990, Part IV, line 11c. See Form 990, Part X, line 13.

(a) Description of investment	(b) Book value	(c) Method of valuation: Cost or end-of-year market value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 13.)

Part IX

Other Assets.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11d. See Form 990, Part X, line 15.

(a) Description				(b) Book value

(1)
(2)
(3)
(4)
(5)
(6)
(7)
(8)
(9)
Total. (Column (b) must equal Form 990, Part X, col.(B) line 15.)...........

Part X

Other Liabilities.
Complete if the organization answered 'Yes' on Form 990, Part IV, line 11e or 11f. See Form 990, Part X, line 25.

1.(a) Description of liability	(b) Book value
(1) Federal income taxes	0
RESIDENT OVERPAYMENTS	34,311
RELATED PARTY PAYABLES	364,247
SECURITY DEPOSITS	108,500
CAPITAL LEASES	10,197





Total. (Column (b) must equal Form 990, Part X, col.(B) line 25.)	517,255
2. Liability for uncertain tax positions. In Part XIII, provide the text of the footnote to the organization's financial statements that reports the organization's liability for uncertain tax positions under FIN 48 (ASC 740). Check here if the text of the footnote has been provided in Part XIII

Schedule D (Form 990) 2022

Page 4

Part XI Reconciliation of Revenue per Audited Financial Statements With Revenue per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total revenue, gains, and other support per audited financial statements .......		1	11,195,077
2	Amounts included on line 1 but not on Form 990, Part VIII, line 12:
a	Net unrealized gains (losses) on investments ....	2a
b	Donated services and use of facilities .........	2b
c	Recoveries of prior year grants ...........	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d .....................		2e
3	Subtract line 2e from line 1..................		3	11,195,077
4	Amounts included on Form 990, Part VIII, line 12, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b .	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b....................		4c
5	Total revenue. Add lines 3 and 4c. (This must equal Form 990, Part I, line 12.) ......		5	11,195,077

Part XII Reconciliation of Expenses per Audited Financial Statements With Expenses per Return. Complete if the organization answered 'Yes' on Form 990, Part IV, line 12a.
1	Total expenses and losses per audited financial statements ...........		1	10,632,646
2	Amounts included on line 1 but not on Form 990, Part IX, line 25:
a	Donated services and use of facilities .........	2a
b	Prior year adjustments ............	2b
c	Other losses ................	2c
d	Other (Describe in Part XIII.) ...........	2d
e	Add lines 2a through 2d....................		2e
3	Subtract line 2e from line 1...................		3	10,632,646
4	Amounts included on Form 990, Part IX, line 25, but not on line 1:
a	Investment expenses not included on Form 990, Part VIII, line 7b ..	4a
b	Other (Describe in Part XIII.) ...........	4b
c	Add lines 4a and 4b.....................		4c
5	Total expenses. Add lines 3 and 4c. (This must equal Form 990, Part I, line 18.) ......		5	10,632,646

Part XIII

Supplemental Information

Provide the descriptions required for Part II, lines 3, 5, and 9; Part III, lines 1a and 4; Part lV, lines 1b and 2b; Part V, line 4; Part X, line 2; Part XI, lines 2d and 4b; and Part XII, lines 2d and 4b. Also complete this part to provide any additional information.

Return Reference	Explanation

Schedule D (Form 990) 2022

Additional Data

Software ID:
Software Version:

- TIN:

Schedule J
(Form 990)

Department of the Treasury
Internal Revenue Service

Compensation Information

For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
medium right arrow graphic

Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
medium right arrow graphic

Attach to Form 990.
medium right arrow graphic

Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

TRADITIONS AT WESTERVILLE

Employer identification number

47-5276287

Part I

Questions Regarding Compensation

Yes

Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.

First-class or charter travel Housing allowance or residence for personal use

Travel for companions Payments for business use of personal residence

Tax idemnification and gross-up payments Health or social club dues or initiation fees

Discretionary spending account Personal services (e.g., maid, chauffeur, chef)

If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain .....

Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a? ....

Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.

Compensation committee Written employment contract

Independent compensation consultant Compensation survey or study

Form 990 of other organizations Approval by the board or compensation committee

During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:

Receive a severance payment or change-of-control payment? .............

Participate in, or receive payment from, a supplemental nonqualified retirement plan? .........

Yes

Participate in, or receive payment from, an equity-based compensation arrangement? .........

If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.

Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:

The organization? ....................

Any related organization? .......................

If "Yes," on line 5a or 5b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:

The organization? ..................

Any related organization? ......................

If "Yes," on line 6a or 6b, describe in Part III.

For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III ............

Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III ..........................

If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)? .........................

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50053T

Schedule J (Form 990) 2023

Page 2

Part II

Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees. Use duplicate copies if additional space is needed.

For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note. The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.

(A) Name and Title		(B) Breakdown of W-2, 1099-MISC compensation, and/or 1099-NEC			(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)	(F) Compensation in column (B) reported as deferred on prior Form 990
(A) Name and Title		(i) Base compensation	(ii) Bonus & incentive compensation	(iii) Other reportable compensation	(C) Retirement and other deferred compensation	(D) Nontaxable benefits	(E) Total of columns (B)(i)-(D)
1Susan M DiMickele President	(i) (ii)	0 ------------- 493,327	0 ------------- 108,250	0 ------------- 6,000	0 ------------- 26,400	0 ------------- 19,233	0 ------------- 653,210	0 ------------- 0
2Robert S Walter Vice President	(i) (ii)	0 ------------- 383,647	0 ------------- 125,926	0 ------------- 6,000	0 ------------- 19,800	0 ------------- 17,300	0 ------------- 552,673	0 ------------- 0
3Brianna Mettler Vice President	(i) (ii)	0 ------------- 234,846	0 ------------- 58,050	0 ------------- 647	0 ------------- 29,290	0 ------------- 10,415	0 ------------- 333,248	0 ------------- 0
4Matthew D Rule Vice President	(i) (ii)	0 ------------- 352,692	0 ------------- 124,600	0 ------------- 1,296	0 ------------- 33,000	0 ------------- 13,401	0 ------------- 524,989	0 ------------- 0
5Julie M Woolley Secretary	(i) (ii)	0 ------------- 302,883	0 ------------- 107,100	0 ------------- 2,000	0 ------------- 26,400	0 ------------- 1,973	0 ------------- 440,356	0 ------------- 0
6Julia A Fratianne Treasurer	(i) (ii)	0 ------------- 213,873	0 ------------- 38,025	0 ------------- 0	0 ------------- 26,559	0 ------------- 18,194	0 ------------- 296,651	0 ------------- 0

Schedule J (Form 990) 2023

Page 3

Part III

Supplemental Information

Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.

Return Reference

Explanation

PART I, LINE 3:

NATIONAL CHURCH RESIDENCES, A RELATED ORGANIZATION, ESTABLISHES THE TOP MANAGEMENT OFFICIAL'S COMPENSATION. THE FOLLOWING METHODS ARE USED BY NATIONAL CHURCH RESIDENCES TO ESTABLISH COMPENSATION LEVELS: COMPENSATION MARKET REVIEW, INDEPENDENT COMPENSATION CONSULTANT, FORM 990 OF OTHER ORGANIZATIONS, WRITTEN EMPLOYMENT CONTRACT, COMPENSATION SURVEY OR STUDY BY THIRD PARTIES, APPROVAL BY THE BOARD COMMITTEE FOR CEO COMPENSATION.

PART I, LINE 4B:

DURING THE CURRENT YEAR, NATIONAL CHURCH RESIDENCES, A RELATED ORGANIZATION, MADE CONTRIBUTIONS TO A 457(F) NONQUALIFIED DEFERRED COMPENSATION PLAN FOR THE FOLLOWING INDIVIDUALS LISTED ON PART VII OF THEFORM 990: SUSAN M. DIMICKELE: $15,521 JULIA A. FRATIANNE: $11,561 Matthew D. Rule: $19,739 Julie M. Woolley: $4,063 ROBERT S. WALTER: $6,941 BRIANNA METTLER: $9,866 THE 457(F) NONQUALIFIED DEFERRED COMPENSATION PLAN IS AVAILABLE TO KEY EMPLOYEES OF THE ORGANIZATION, AS DEFINED BY THE ORGANIZATION AND NOT PART VII OF THE FORM 990. THE 457(F) NONQUALIFIED DEFERRED COMPENSATION PLAN WILL VEST UPON TRIGGERING SEVERANCE WITH THE ORGANIZATION. TRIGGERING SEVERANCE, AS DEFINED IN THE PLAN DOCUMENT, MEANS A PARTICIPANT'S SEVERANCE OF SERVICE, (1) AT ANY TIME ON OR AFTER THE PARTICIPANT'S ENTITLEMENT DATE OR (2) IF EARLIER, (A) BECAUSE OF DEATH OR DISABILITY, (B) BY THE EMPLOYER FOR REASONS OTHER THAN CAUSE, OR (C) BY THE PARTICIPANT FOR GOOD REASON. FOR THIS PURPOSE, SEVERANCE OF SERVICE SHALL BE CONSTRUED CONSISTENTLY WITH THE DEFINITION OF SEPARATION OF SERVICE UNDER CODE SECTION 409A. NONE OF THE CONTRIBUTIONS INTO THE PLAN VESTED DURING THE CURRENT YEAR. WHEN CONTRIBUTIONS VEST THEY WILL BE REPORTED ON SCHEDULE J, PART II, COLUMN B(III).

Schedule J (Form 990) 2023

Additional Data

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Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

Schedule K
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information on Tax-Exempt Bonds

Complete if the organization answered "Yes" to Form 990, Part Ⅵ, line 24a. Provide descriptions,
explanations, and any additional information in Part Ⅵ.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization
TRADITIONS AT WESTERVILLE

Employer identification number
47-5276287

Part Ⅰ

Bond Issues

(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	(g) Defeased		(h) On behalf of issuer		(i) Pool financing
(a) Issuer name		(b) Issuer EIN	(c) CUSIP #	(d) Date issued	(e) Issue price	(f) Description of purpose	Yes	No	Yes	No	Yes	No
A	FRANKLIN COUNTY OHIO	31-6400067		05-27-2016	42,375,000	CONSTRUCTION OF SENIOR LIVING CAMP		X		X		X

Part Ⅱ

Proceeds

	A		B		C		D
	1 Amount of bonds retired ..................	6,222,302
2 Amount of bonds legally defeased ..............	0
3 Total proceeds of issue ..................	42,375,000
4 Gross proceeds in reserve funds .............	0
5 Capitalized interest from proceeds .............	0
6 Proceeds in refunding escrows ...............	0
7 Issuance costs from proceeds ...............	472,579
8 Credit enhancement from proceeds .............	0
9 Working capital expenditures from proceeds .............	0
10 Capital expenditures from proceeds .............	41,902,421
11 Other spent proceeds .............	0
12 Other unspent proceeds .............	0
13 Year of substantial completion .............	2019
	Yes	No	Yes	No	Yes	No	Yes	No
14 Were the bonds issued as part of a current refunding issue of tax-exempt bonds (or, if issued prior to 2020, a current refunding issue)? ........		X
15 Were the bonds issued as part of an advance refunding issue of taxable bonds (or, if issued prior to 2020, an advance refunding issue)? ........		X
16 Has the final allocation of proceeds been made? ..........	X
17 Does the organization maintain adequate books and records to support the final allocation of proceeds? ..................	X

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50193E

Schedule K (Form 990) 2023

Page 2

Part Ⅲ

Private Business Use

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
1 Was the organization a partner in a partnership, or a member of an LLC, which owned property financed by tax-exempt bonds? .............		X
2 Are there any lease arrangements that may result in private business use of bond-financed property? ...............		X
3a Are there any management or service contracts that may result in private business use of bond-financed property? .............		X
b If "Yes" to line 3a, does the organization routinely engage bond counsel or other outside counsel to review any management or service contracts relating to the financed property?
c Are there any research agreements that may result in private business use of bond-financed property? .............		X
d If "Yes" to line 3c, does the organization routinely engage bond counsel or other outside counsel to review any research agreements relating to the financed property?
4 Enter the percentage of financed property used in a private business use by entities other than a section 501(c)(3) organization or a state or local government ....	0 %
5 Enter the percentage of financed property used in a private business use as a result of unrelated trade or business activity carried on by your organization, another section 501(c)(3) organization, or a state or local government .........
6 Total of lines 4 and 5 .............
7 Does the bond issue meet the private security or payment test? ...		X
8a Has there been a sale or disposition of any of the bond-financed property to a nongovernmental person other than a 501(c)(3) organization since the bonds were issued?.............		X
b If "Yes" to line 8a, enter the percentage of bond-financed property sold or disposed of. ..
c If "Yes" to line 8a, was any remedial action taken pursuant to Regulations sections 1.141-12 and 1.145-2? .............		X
9 Has the organization established written procedures to ensure that all nonqualified bonds of the issue are remediated in accordance with the requirements under Regulations sections 1.141-12 and 1.145-2? ........		X

Part Ⅳ

Arbitrage

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
1 Has the issuer filed Form 8038-T, Arbitrage Rebate, Yield Reduction and Penalty in Lieu of Arbitrage Rebate? ...		X
2 If "No" to line 1, did the following apply? ....
a Rebate not due yet? .......	X
b Exception to rebate? ........		X
c No rebate due? .........	X
If "Yes" to line 2c, provide in Part Ⅵ the date the rebate computation was performed ......
3 Is the bond issue a variable rate issue? .....	X

Schedule K (Form 990) 2023

Page 3

Part Ⅳ

Arbitrage (Continued)

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
4a Has the organization or the governmental issuer entered into a qualified hedge with respect to the bond issue?		X
b Name of provider ..........	0
c Term of hedge .........
d Was the hedge superintegrated? ......		X
e Was the hedge terminated? ........		X
5a Were gross proceeds invested in a guaranteed investment contract (GIC)?		X
b Name of provider ..........	0
c Term of GIC .........
d Was the regulatory safe harbor for establishing the fair market value of the GIC satisfied? ........
6 Were any gross proceeds invested beyond an available temporary period?		X
7 Has the organization established written procedures to monitor the requirements of section 148? ...		X

Part Ⅴ

Procedures To Undertake Corrective Action

	A		B		C		D
	Yes	No	Yes	No	Yes	No	Yes	No
Has the organization established written procedures to ensure that violations of federal tax requirements are timely identified and corrected through the voluntary closing agreement program if self-remediation is not available under applicable regulations?		X

Part Ⅵ

Supplemental Information. Provide additional information for responses to questions on Schedule K. (See instructions).

Return Reference	Explanation
PART IV, LINE 2C	THE REBATE REPORTS WERE COMPLETED ON OCTOBER 29, 2020

Schedule K (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE O
(Form 990)

Department of the Treasury
Internal Revenue Service

Supplemental Information to Form 990 or 990-EZ

Complete to provide information for responses to specific questions on
Form 990 or 990-EZ or to provide any additional information.
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Open to Public
Inspection

Name of the organization

TRADITIONS AT WESTERVILLE

Employer identification number

47-5276287

Return Reference	Explanation
FORM 990, PART VI, SECTION A, LINE 6:	THE SOLE MEMBER OF THE CORPORATION SHALL, AT ALL TIMES, BE NATIONAL CHURCH RESIDENCES.
FORM 990, PART VI, SECTION A, LINE 7A:	MEMBERS OR TRUSTEES SHALL HAVE THE APPROVAL OF THE BOARD OF TRUSTEES OF NATIONAL CHURCH RESIDENCES.
FORM 990, PART VI, SECTION A, LINE 7B:	NATIONAL CHURCH RESIDENCES IS REQUIRED TO APPROVE THE SELECTION OF THE BOARD OF TRUSTEES.
FORM 990, PART VI, SECTION B, LINE 11B:	THE 990 RETURN IS MADE AVAILABLE TO THE BOARD PRIOR TO FILING. AN OFFICER REVIEWS THE 990 RETURN PRIOR TO SIGNATURE.
FORM 990, PART VI, SECTION B, LINE 12C:	TWO CONFLICT OF INTEREST POLICIES EXIST FOR NATIONAL CHURCH RESIDENCES. ONE POLICY IS A GENERAL STAFF POLICY, PUBLISHED IN THE EMPLOYEE INFORMATION GUIDE AND IS AVAILABLE TO THE STAFF THROUGH THE INTRANET. THE SECOND POLICY APPLIES TO NATIONAL CHURCH RESIDENCES AND ITS AFFILIATES' OFFICERS, DIRECTORS, AND MEMBERS OF COMMITTEES COMPOSED PRIMARILY OF DIRECTORS AND OFFICERS. THE POLICY FOR OFFICERS AND DIRECTORS IS REVIEWED REGULARLY BY THE BOARD, AND OFFICERS AND DIRECTORS REVIEW AND SIGN AN ATTESTATION RELATED TO THE POLICY ANNUALLY AND ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS. THE POLICY CONTAINS A PROCESS FOR REPORTING CONFLICTS, DETERMINING WHETHER A CONFLICT EXISTS, AND APPROPRIATE PROCEDURES FOR ADDRESSING CONFLICTS.
FORM 990, PART VI, SECTION C, LINE 19:	GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, AND THE FINANCIAL STATEMENTS ARE PROVIDED UPON REQUEST.
FORM 990, PART XII, LINE 2C:	NATIONAL CHURCH RESIDENCES, THE PARENT ORGANIZATION, HAS AN AUDIT COMMITTEE WHICH OVERSEES THE AUDIT OF THE FINANCIAL STATEMENTS AND IS INVOLVED IN SELECTION OF THE INDEPENDENT ACCOUNTANT WHICH COMPLETES THE AUDIT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
FORM 990, SCHEDULE R, PART II:	THE ORGANIZATION REPORTS RELATED TAX EXEMPT ORGANIZATIONS ON SCHEDULE R PART II THAT ARE NOT INCLUDED WITHIN THE NATIONAL CHURCH RESIDENCES GROUP EXEMPTION #5048. ALL OTHER RELATED TAX EXEMPT ORGANIZATIONS ARE ALL MEMBERS OF GROUP EXEMPTION # 5048 AND ARE NOT REPORTED ON SCHEDULE R PART II.
FORM 990, PAGE 1, ITEM C:	THE ORGANIZATION CONDUCTS BUSINESS UNDER THE NAME: Inniswood Village.
FORM 990, PART VI, SECTION B, LINE 15B:	FOLLOWING AN ESTABLISHED EXECUTIVE COMPENSATION POLICY, THE HUMAN RESOURCE DEPARTMENT REVIEWS SALARIES OF OFFICERS AND REPORTS TO THE HUMAN RESOURCES COMMITTEE ON MARKET COMPETITIVENESS FOR EXECUTIVE ROLES. THE HUMAN RESOURCES TEAM USES SURVEY DATA FROM COMPARABLE ORGANIZATIONS, AN INDEPENDENT COMPENSATION CONSULTANT AND ORGANIZATIONAL AND INDIVIDUAL PERFORMANCE TO INFORM COMPENSATION RECOMMENDATIONS AND DECISIONS. A SIMILAR PROCESS IS USED FOR THE CEO, HOWEVER, CEO COMPENSATION IS REVIEWED BY THE HUMAN RESOURCES COMMITTEE AND APPROVED BY THE BOARD OF DIRECTORS. THIS PROCESS WAS LAST COMPLETED IN MAY 2023.
FORM 990, PART XI, LINE 9:	TRANSFER TO NATIONAL CHURCH RESIDENCES ($300,000) CHANGE IN VALUE OF INTEREST RATE SWAP AGREEMENT ($62,423)
FORM 990 PART IX LINE 11G	DESCRIPTION:OTHER FEES TOTAL FEES:1177880

For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.

Cat. No. 51056K

Schedule O (Form 990) 2023

Additional Data

Software ID:
Software Version:

- TIN:

SCHEDULE R
(Form 990)

Department of the Treasury
Internal Revenue Service

Related Organizations and Unrelated Partnerships

Complete if the organization answered "Yes" on Form 990, Part IV, line 33, 34, 35b, 36, or 37.
Attach to Form 990.
Go to www.irs.gov/Form990 for instructions and the latest information.

OMB No. 1545-0047

2023

Open to Public Inspection

Name of the organization

TRADITIONS AT WESTERVILLE

Employer identification number

47-5276287

Part I

Identification of Disregarded Entities. Complete if the organization answered "Yes" on Form 990, Part IV, line 33.

(a) Name, address, and EIN (if applicable) of disregarded entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Total income	(e) End-of-year assets	(f) Direct controlling entity

Part II

Identification of Related Tax-Exempt Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related tax-exempt organizations during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	(g) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Exempt Code section	(e) Public charity status (if section 501(c)(3))	(f) Direct controlling entity	Yes	No
(1)Westerville Senior Housing II Inc 622 Sunbury Road Westerville,OH43081 20-2488940	Rental Activi	OH	501(C)(3)	10	National Chu		No
(2)National Church Residences at Home Healt 2245 North Bank Drive Columbus,OH43220 20-3601837	Home client a	OH	501(C)(3)	10	National Chu		No
(3)National Church Residences Development S 2245 North Bank Drive Columbus,OH43220 26-3866414	Rental Activi	OH	501(C)(3)	10	National Chu		No
(4)National Church Residences of Atlanta G 2245 North Bank Drive Columbus,OH43220 27-2517184	Rental Activi	GA	501(C)(3)	10	National Chu		No
(5)First Community Village 1800 Riverside Drive Columbus,OH43212 31-0655502	Health Care S	OH	501(C)(3)	10	National Chu		No
(6)Lake Wales Retirement Center Inc 10 Grove Avenue West Lake Wells,FL33853 59-3418554	Health Care S	FL	501(C)(3)	10	National Chu		No
(7)VOANS PACE South Central Ohio 1600 Duke Street Alexandria,VA22314 93-2421540	To engage in,	MN	501(C)(3)	10	National Chu		No

For Paperwork Reduction Act Notice, see the Instructions for Form 990.

Cat. No. 50135Y

Schedule R (Form 990) 2023

Page 2

Part III

Identification of Related Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, because it had one or more related organizations treated as a partnership during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Predominant income(related, unrelated, excluded from tax under sections 512-514)	(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity		(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership
(1) Abbey Church Village (TC2) Housing Limit 6003 Abbey Chapel Dr Dublin,OH430171529 81-2509306	Rental Activity f	OH	NA	N/A	0	0			0
(2) Alexandra Senior Housing Limited Partner 2245 North Bank Drive Columbus,OH43220 87-2442573	Rental Activity f	OH	NA	N/A	0	0			0
(3) Arlington By The Lake Senior Housing Lim 2101 Arlington Ave Toledo,OH436091979 20-4063801	Rental Activity f	OH	NA	N/A	0	0			0
(4) Arlington Senior Housing Limited Partner 2245 North Bank Drive Columbus,OH43220 93-4207227	Rental Activity f	OH	NA	N/A	0	0			0
(5) Avondale Woods II Senior Housing Limited 5215 Avery Road Dublin,OH43016 80-0965478	Rental Activity f	OH	NA	N/A	0	0			0
(6) Avondale Woods Senior Housing Limited Pa 5215 Avery Road Dublin,OH43016 26-4260580	Rental Activity f	OH	NA	N/A	0	0			0
(7) Balcones Haus Senior Housing LP 246 Loma Vista New Braunfels,TX781307034 81-3930887	Rental Activity f	TX	NA	N/A	0	0			0
(8) Baptist Gardens Housing Limited Partners 1901 Myrtle Drive SW Atlanta,GA30311 27-2962768	Rental Activity f	GA	NA	N/A	0	0			0
(9) Barnesville Manor Senior Housing Limited 485 North St Barnesville,OH437131105 82-2814973	Rental Activity f	OH	NA	N/A	0	0			0
(10) Battery Park Senior Housing Limited Part 2245 North Bank Drive Columbus,OH43220 26-0069390	Rental Activity f	OH	NA	N/A	0	0			0
(11) Battery Park TC2 Senior Housing Limited 1 Battle Square Asheville,NC288012712 88-1266069	Rental Activity f	NC	NA	N/A	0	0			0
(12) Bell Crest Senior Housing Limited Partne 808 Frawley Street Houston,TX77009 86-3177564	Rental Activity f	TX	NA	N/A	0	0			0
(13) Berwyn East Place Senior Housing Limited 2245 North Bank Drive Columbus,OH43220 87-2686426	Rental Activity f	OH	NA	N/A	0	0			0
(14) Betmar Village Senior Housing Limited Pa 345 Ashwood Ave SW Atlanta,GA30315 45-3082039	Rental Activity f	GA	NA	N/A	0	0			0
(15) Big Bethel Village TC2 Senior Housing Li 500 Richard Allen Boulevard SW Atlanta,GA30331 86-1504205	Rental Activity f	GA	NA	N/A	0	0			0
(16) Blanchard House Senior Housing Limited P 2000 North Blanchard St Findlay,OH458408100 88-2679159	Rental Activity f	OH	NA	N/A	0	0			0
(17) Blessing Court Senior Housing Limited Pa 3100 Blessing Court Bedford,TX760215009 45-3175449	Rental Activity f	TX	NA	N/A	0	0			0
(18) Brandywine Senior Housing Limited Partne 500 Rockingham Drive Richardson,TX75080 85-2926341	Rental Activity f	TX	NA	N/A	0	0			0
(19) Bretton Woods II Senior Housing Limited 2245 North Bank Drive Columbus,OH43220 99-0640132	Rental Activity f	OH	NA	N/A	0	0			0
(20) Bretton Woods Senior Housing Limited Par 2511 Bretton Woods Drive Columbus,OH43231 85-2208499	Rental Activity f	OH	NA	N/A	0	0			0
(21) Bridgeport Manor Senior Housing Limited 1 Gould Park Rd Bridgeport,OH439121089 82-2995555	Rental Activity f	OH	NA	N/A	0	0			0
(22) Bristol Court Apartments Limited Partne 600 E Fifth St Waverly,OH456901566 20-2470977	Rental Activity f	OH	NA	N/A	0	0			0
(23) Broadway Park Senior Housing Limited Par 353 Broadway Ave Youngstown,OH445041559 82-3045507	Rental Activity f	OH	NA	N/A	0	0			0
(24) Bryn Mawr Senior Housing Limited Partner 171 Bryn Mawr St Ravenna,OH442667730 84-3757577	Rental Activity f	OH	NA	N/A	0	0			0
(25) Canton Place Limited Dividend Housing As 44505 Ford Rd Canton,MI481875034 36-4756461	Rental Activity f	MI	NA	N/A	0	0			0
(26) Capitol Heights Senior Housing Limited P 505 Suffolk Ave Capitol Heights,MD207433000 20-8599370	Rental Activity f	MD	NA	N/A	0	0			0
(27) Carnegie Tower Senior Housing Limited Pa 8920 Carnegie Avenue Cleveland,OH44106 84-3576529	Rental Activity f	OH	NA	N/A	0	0			0
(28) Cedar Oaks Senior Housing Limited Partne 668 LPGA Blvd Holly Hill,FL321173103 84-4649412	Rental Activity f	FL	NA	N/A	0	0			0
(29) Chantry Place Housing Limited Partnershi 5500 Millersfield Drive Columbus,OH432327764 20-1872900	Rental Activity f	OH	NA	N/A	0	0			0
(30) Cherry Blossom Senior Housing Limited Pa 5225 Cherry Creek Pkwy North Columbus,OH432285749 84-4549154	Rental Activity f	OH	NA	N/A	0	0			0
(31) Chimes Terrace Senior Housing Limited Pa 65 S Williams Street Johnstown,OH43031 20-4064084	Rental Activity f	OH	NA	N/A	0	0			0
(32) Clara Park Village Apartments Limited Pa 4805 Clara St Cudahy,CA902015200 20-2869540	Rental Activity f	CA	NA	N/A	0	0			0
(33) Clark East Limited Dividend Housing Asso 1550 East Clark Rd Ypsilanti,MI481983185 47-3543762	Rental Activity f	MI	NA	N/A	0	0			0
(34) Clinton Place Housing Limited Dividend H 147 N River Ct Mount Clemens,MI48043 84-4073119	Rental Activity f	MI	NA	N/A	0	0			0
(35) Cobblestone Senior Housing Limited Partn 2101 Davis Lane Austin,TX787457603 88-3826455	Rental Activity f	TX	NA	N/A	0	0			0
(36) Collingwood V Senior Housing Limited Par 2245 North Bank Drive Columbus,OH43220 87-3221053	Rental Activity f	OH	NA	N/A	0	0			0
(37) Colorado Plaza Senior Housing Limited Pa 420 Colorado St Manhattan,KS665020659 31-1714217	Rental Activity f	KS	NA	N/A	0	0			0
(38) Columbia Court Limited Dividend Housing 275 West Columbia Ave Belleville,MI481113901 61-1707502	Rental Activity f	MI	NA	N/A	0	0			0
(39) Combined Locks Senior Housing Limited Pa 334 Wallace Street Combined Locks,WI54113 20-5556388	Rental Activity f	WI	NA	N/A	0	0			0
(40) Cotton Street Senior Housing Limited Par 819 Cotton St Monroe,NC281125739 85-3018641	Rental Activity f	NC	NA	N/A	0	0			0
(41) Courtney Senior Housing Limited Partners 699 Haben Blvd Palmetto,FL342217104 88-0948713	Rental Activity f	FL	NA	N/A	0	0			0
(42) Courtyard at Willow Woods Limited Partne 1500 Lincoln Avenue Tomah,WI546602463 20-3678605	Rental Activity f	WI	NA	N/A	0	0			0
(43) Cranes Landing LLC 3315 Mayo Street Toledo,OH43608 45-1827169	Rental Activity f	OH	NA	N/A	0	0			0
(44) Creekside Senior Housing Limited Partner 1026 Clayton Lane Austin,TX78723 88-3792200	Rental Activity f	TX	NA	N/A	0	0			0
(45) Cypress Sunrise Village Apartments Limit 9151 Grindlay St Cypress,CA906303088 20-2869574	Rental Activity f	CA	NA	N/A	0	0			0
(46) Delowe & Myrtle Senior Housing Limited 1881 Myrtle Drive SW Atlanta,GA30311 26-2082332	Rental Activity f	GA	NA	N/A	0	0			0
(47) Dublin House Senior Housing Limited Part 1425 Central Ave Middletown,OH450444180 20-4064054	Rental Activity f	OH	NA	N/A	0	0			0
(48) East Valley Senior Housing Limited Partn 16010 East Valleyway Ave Veradale,WA990378937 91-2033951	Rental Activity f	WA	NA	N/A	0	0			0
(49) Eden Court Senior Housing Limited Partne 1220 Jefferson Ave Seguin,TX781557104 88-1934683	Rental Activity f	TX	NA	N/A	0	0			0
(50) Eden Heights Senior Housing Limited Part 2245 North Bank Drive Columbus,OH43220 93-3302610	Rental Activity f	OH	NA	N/A	0	0			0
(51) Eden Place Senior Housing LP 2245 North Bank Drive Columbus,OH43220 74-3017793	Rental Activity f	OH	NA	N/A	0	0			0
(52) Elizabeth Senior Housing Limited Partner 122 Seventh Street Elizabeth,NJ072012822 20-2862379	Rental Activity f	NJ	NA	N/A	0	0			0
(53) Evening Star Senior Housing Limited Part 11800 South Glen Dr Houston,TX770992502 85-1495711	Rental Activity f	TX	NA	N/A	0	0			0
(54) Fair Havens Senior Housing Limited Partn 3015 Spinks Rd Sebring,FL338704384 84-4629392	Rental Activity f	FL	NA	N/A	0	0			0
(55) Franklin Senior Housing Limited Partners 2400 Kurt St Eustis,FL327266274 88-0924113	Rental Activity f	FL	NA	N/A	0	0			0
(56) Friendship Manor Senior Housing Limited 917 NW Summit Drive Blue Springs,MO64015 27-1139085	Rental Activity f	MO	NA	N/A	0	0			0
(57) Gates Junction Senior Housing Limited Pa 1131 W Broad Street Columbus,OH43222 85-1403621	Rental Activity f	OH	NA	N/A	0	0			0
(58) Gene Miller Senior Housing Limited Partn 7601 Lester Road Union City,GA30291 85-0714085	Rental Activity f	GA	NA	N/A	0	0			0
(59) Grand Place Senior Housing Limited Partn 729 W Grand Avenue Dayton,OH45406 86-1476839	Rental Activity f	OH	NA	N/A	0	0			0
(60) Gregg Court Senior Housing Limited Partn 940 Gregg Court Rocky Mount,NC278034218 83-1805280	Rental Activity f	NC	NA	N/A	0	0			0
(61) Harbourview Senior Housing Limited Partn 115 Franklin Street Sandusky,OH448702806 20-2471589	Rental Activity f	OH	NA	N/A	0	0			0
(62) Harvard Elderly Limited Partnership 6900 Harvard Ave Cleveland,OH441055016 34-1863728	Rental Activity f	OH	NA	N/A	0	0			0
(63) Hebron Senior Housing Limited Partnershi 2245 North Bank Drive Columbus,OH43220 93-2530308	Rental Activity f	OH	NA	N/A	0	0			0
(64) Heritage Place at Trails Edge Limited P 2620 East State Blvd Fort Wayne,IN468054730 20-1469685	Rental Activity f	IN	NA	N/A	0	0			0
(65) Highlands Manor Senior Housing Limited P 956 Derbyshire Rd Daytona Beach,FL321172942 87-3755071	Rental Activity f	FL	NA	N/A	0	0			0
(66) Hilltop II Senior Housing Limited Partne 3630 Moores Trail Rd Columbus,OH432284345 52-2367292	Rental Activity f	OH	NA	N/A	0	0			0
(67) Hilltop Senior Housing Limited Partnersh 300 Overstreet Way Columbus,OH432284335 31-1592983	Rental Activity f	OH	NA	N/A	0	0			0
(68) Holy Trinity II Senior Housing Limited P 25031 Columbus Road Bedford Heights,OH44146 45-3061216	Rental Activity f	OH	NA	N/A	0	0			0
(69) Hoover Place Senior Housing Limited Part 5407 Hoover Avenue Dayton,OH45417 86-2683347	Rental Activity f	OH	NA	N/A	0	0			0
(70) Hopeton Terrace Senior Housing Limited P 55 Sun Rush Blvd Chillicothe,OH456011065 83-2751273	Rental Activity f	OH	NA	N/A	0	0			0
(71) Huffman Place Senior Housing Limited Par 2245 North Bank Drive Columbus,OH43220 87-1731554	Rental Activity f	OH	NA	N/A	0	0			0
(72) Indian Hill Senior Housing Limited Partn 2245 North Bank Drive Columbus,OH43220 93-4398239	Rental Activity f	OH	NA	N/A	0	0			0
(73) Indian Lake Villa Senior Housing Limited 601 Lincoln Blvd Russells Point,OH43348 20-2471281	Rental Activity f	OH	NA	N/A	0	0			0
(74) Jaycee Fairgrounds Village Senior Housin 1355 Fairgrounds Rd St Charles,MO633012383 27-5281382	Rental Activity f	MO	NA	N/A	0	0			0
(75) John Sparks Senior Housing Limited Partn 7350 Lester Road Union City,GA30291 85-0728288	Rental Activity f	GA	NA	N/A	0	0			0
(76) Kirby Manor Senior Limited Partnership 11500 Detroit Avenue Cleveland,OH441020000 87-0704525	Rental Activity f	OH	NA	N/A	0	0			0
(77) Kiwanis Village Senior Housing Limited P 1200 Croy Dr Findlay,OH458406707 20-4063620	Rental Activity f	OH	NA	N/A	0	0			0
(78) Lakeside Towers of Sterling Heights Limi 15000 Shoreline Dr Sterling Heights,MI483132275 45-2797185	Rental Activity f	MI	NA	N/A	0	0			0
(79) Lakewood TC2 Senior Housing Limited Part 2141 Springdale Rd SW Atlanta,GA303156100 85-4108312	Rental Activity f	GA	NA	N/A	0	0			0
(80) Landings Port Richey Senior Housing Limi 5852 Sea Forest Dr New Port Richey,FL346522049 46-5548166	Rental Activity f	FL	NA	N/A	0	0			0
(81) Larry Moore Senior Housing Limited Partn 7340 Lester Road Union City,GA30291 85-0666203	Rental Activity f	GA	NA	N/A	0	0			0
(82) Lennox House Senior Housing Limited Part 110 NW 2nd St Grand Prairie,TX750505658 85-2895119	Rental Activity f	TX	NA	N/A	0	0			0
(83) Leonardtown Senior Housing Limited Partn 22810 Dorsey St Leonardtown,MD206503831 20-8599565	Rental Activity f	MD	NA	N/A	0	0			0
(84) Lincoln Gardens II Senior Housing Limite 110 Sturbridge Rd Columbus,OH432284424 26-4310827	Rental Activity f	OH	NA	N/A	0	0			0
(85) Madison Heights Win Limited Dividend Hou 27777 Dequindre Rd Madison Heights,MI48071 20-3638189	Rental Activity f	MI	NA	N/A	0	0			0
(86) Magnolia Acres Senior Housing Limited Pa 108 Deborah Dr Angleton,TX775154165 45-3176201	Rental Activity f	TX	NA	N/A	0	0			0
(87) Mayflower Senior Housing Limited Partner 424 Grosvenor Avenue NW Massillon,OH44647 84-2675547	Rental Activity f	OH	NA	N/A	0	0			0
(88) Meadowview Senior Housing Limited Partne 338 W Main St Mt Sterling,OH431431291 20-2471060	Rental Activity f	OH	NA	N/A	0	0			0
(89) Memorial Towers Limited Partnership 1405 South 7th Ave Phoenix,AZ850070000 30-0230394	Rental Activity f	AZ	NA	N/A	0	0			0
(90) Memorial Towers TC2 Senior Housing Limit 2245 North Bank Drive Columbus,OH43220 99-0782975	Rental Activity f	OH	NA	N/A	0	0			0
(91) Mid Tule Senior Housing Limited Partners 321 SE 7th Street Tulia,TX79088 84-2974579	Rental Activity f	TX	NA	N/A	0	0			0
(92) Midland Commons Senior Housing LP 2457 Midland Ave Charlotte,NC282084713 84-2344365	Rental Activity f	NC	NA	N/A	0	0			0
(93) Morning Star Senior Housing Limited Part 1520 Barfield Rd Wharton,TX774885940 84-2334040	Rental Activity f	TX	NA	N/A	0	0			0
(94) Mount Pleasant Manor Senior Housing Limi 2250 Layard Ave Racine,WI534042043 82-2217901	Rental Activity f	WI	NA	N/A	0	0			0
(95) National Church Residences of Betmar Vil 345 Ashwood Ave SW Atlanta,GA30315 90-0825414	Rental Activity f	GA	NA	N/A	0	0			0
(96) National Church Residences of Mother Ter 25031 Columbus Road Bedford Heights,OH44146 35-2443852	Rental Activity f	OH	NA	N/A	0	0			0
(97) Neshannock Woods Senior Housing Limited 209 Cambridge St Unit 601 New Castle,PA161051053 81-4315647	Rental Activity f	PA	NA	N/A	0	0			0
(98) Northland Gate Senior Housing Limited Pa 5757 Maple Canyon Ave Columbus,OH43229 84-2648296	Rental Activity f	OH	NA	N/A	0	0			0
(99) Oak Bluff Senior Housing Limited Partner 1513 Montezuma St Columbus,TX789342137 88-3790150	Rental Activity f	TX	NA	N/A	0	0			0
(100) Palm Harbor Senior Housing Limited Partn 1081 Palm Ave N Fort Myers,FL339034339 84-4688953	Rental Activity f	FL	NA	N/A	0	0			0
(101) Palm Springs Senior Housing Limited Part 2245 North Bank Drive Columbus,OH43220 92-1005077	Rental Activity f	OH	NA	N/A	0	0			0
(102) Panola Dekalb Senior Housing Limited Par 5710 Snapfinger Woods Drive Lithonia,GA30058 32-0378758	Rental Activity f	GA	NA	N/A	0	0			0
(103) Park Place Towers of Harper Woods Limite 19460 Park Dr Harper Woods,MI482252375 45-2797239	Rental Activity f	MI	NA	N/A	0	0			0
(104) Parkside Manor Senior Housing Limited Pa 1306 Brookline Blvd Pittsburgh,PA152261961 47-1165633	Rental Activity f	PA	NA	N/A	0	0			0
(105) Parkview Place Senior Housing Limited Pa 1110 Avenue N Street Huntsville,TX77340 36-4725509	Rental Activity f	TX	NA	N/A	0	0			0
(106) Pecan Villa Senior Housing Limited Partn 611 S Bonner St Ruston,LA712705063 36-4753221	Rental Activity f	LA	NA	N/A	0	0			0
(107) Pembroke GA Senior Housing Limited Partn 104 Ash Branch Road Pembroke,GA31321 82-1579414	Rental Activity f	GA	NA	N/A	0	0			0
(108) Plateau Ridge Senior Housing Limited Par 701 McAnear St Cleburne,TX760335261 82-2858680	Rental Activity f	TX	NA	N/A	0	0			0
(109) Portage Trail Village Senior Housing Lim 45 Cathedral Lane Cuyahoga Falls,OH442231657 47-5586184	Rental Activity f	OH	NA	N/A	0	0			0
(110) Prairie Village Senior Housing Limited P 1915 N Wharton Rd El Campo,TX774372312 38-3897774	Rental Activity f	TX	NA	N/A	0	0			0
(111) Putnam Howe Village Senior Housing Limit 711 Belrock Ave Belpre,OH457142147 20-4063688	Rental Activity f	OH	NA	N/A	0	0			0
(112) Renaissance II Senior Housing Limited Pa 419 N St Clair St Toledo,OH436041562 26-2062189	Rental Activity f	OH	NA	N/A	0	0			0
(113) Rivercrest Senior Housing Associates Li 7210 Williams Rd Niagara Falls,NY143043735 20-2518262	Rental Activity f	NY	NA	N/A	0	0			0
(114) Rivercrest Senior Housing LLC 7210 Williams Rd Niagara Falls,NY143043735 61-1462286	Rental Activity f	NY	NA	N/A	0	0			0
(115) Rivermont Senior Housing Limited Partner 2245 North Bank Drive Columbus,OH43220 88-3620938	Rental Activity f	OH	NA	N/A	0	0			0
(116) Riverview Retirement Senior Housing Limi 500 Second Street Portsmouth,OH45662 90-1033802	Rental Activity f	OH	NA	N/A	0	0			0
(117) Romulus Win Limited Dividend Housing Ass 36500 Bibbins Street Romulus,MI48174 42-1674512	Rental Activity f	MI	NA	N/A	0	0			0
(118) Salem Village Senior Housing Limited Par 1009 E Dublin Granville Road Columbus,OH43229 85-0611461	Rental Activity f	OH	NA	N/A	0	0			0
(119) San Antonio Senior Housing Limited Partn 3503 Camino Real San Antonio,TX782383401 31-1592980	Rental Activity f	TX	NA	N/A	0	0			0
(120) Sandpiper Senior Housing Limited Partner 2245 North Bank Drive Columbus,OH43220 92-0957075	Rental Activity f	OH	NA	N/A	0	0			0
(121) Sandstone Foothills Senior Housing Limit 402 Brazos Dr Mineral Wells,TX760674775 83-1639448	Rental Activity f	TX	NA	N/A	0	0			0
(122) Sharpsburg Towers Senior Housing Limited 601 Main St Pittsburgh,PA152152251 82-3943005	Rental Activity f	PA	NA	N/A	0	0			0
(123) Sister's Court Senior Housing Limited Pa 222 East 37th Street Savannah,GA31401 47-1018122	Rental Activity f	GA	NA	N/A	0	0			0
(124) Solberg Win Limited Dividend Housing Ass 27787 Dequindre Rd Madison Heights,MI48071 42-1674495	Rental Activity f	MI	NA	N/A	0	0			0
(125) Sprague Senior Housing Limited Partnersh 14303 E Sprague Ave Spokane,WA992163121 91-2123013	Rental Activity f	WA	NA	N/A	0	0			0
(126) Stygler Village Senior Housing Limited P 140 Imperial Dr Gahanna,OH432302423 81-3540923	Rental Activity f	OH	NA	N/A	0	0			0
(127) Superior Arboretum Senior Housing Limite 199 W Gray Dr Superior,AZ85173 26-2084830	Rental Activity f	AZ	NA	N/A	0	0			0
(128) Sweetwater Point Senior Housing Limited 6125 Stewart Parkway Douglasville,GA30135 85-0568169	Rental Activity f	GA	NA	N/A	0	0			0
(129) Tejas Cove Senior Housing Limited Partne 1900 Palm Village Blvd Bay City,TX774148170 88-3835740	Rental Activity f	TX	NA	N/A	0	0			0
(130) Telfair Arms Senior Housing Limited Part 17 East Park Avenue Savannah,GA31401 47-5656342	Rental Activity f	GA	NA	N/A	0	0			0
(131) The Commons at Buckingham Housing Limite 328 Buckingham Street Columbus,OH43215 26-0223422	Rental Activity f	OH	NA	N/A	0	0			0
(132) The Commons at Garden Lake Housing Limit 1065 Garden Lake Pkwy Toledo,OH436149998 80-0954419	Rental Activity f	OH	NA	N/A	0	0			0
(133) The Commons at Grant Limited Partnership 398 S Grant Ave Columbus,OH432155549 31-1797406	Rental Activity f	OH	NA	N/A	0	0			0
(134) The Commons at Livingston Housing Limite 3349 East Livingston Ave Columbus,OH43227 26-4416286	Rental Activity f	OH	NA	N/A	0	0			0
(135) The Commons at Livingston II Housing Lim 3349 E Livingston Avenue Columbus,OH43227 35-2444785	Rental Activity f	OH	NA	N/A	0	0			0
(136) The Commons at South Cumminsville Housin 3775 Herron Avenue Cincinnati,OH452232328 30-0761710	Rental Activity f	OH	NA	N/A	0	0			0
(137) The Commons At Third Housing Limited Par 1280 Norton Ave Columbus,OH43212 27-2125068	Rental Activity f	OH	NA	N/A	0	0			0
(138) Trinity Manor Senior Housing Limited Par 301 Clark St Middletown,OH450428158 26-0072500	Rental Activity f	OH	NA	N/A	0	0			0
(139) Trinity Place Senior Housing Limited Par 1203 Cushing Drive Round Rock,TX78664 84-2966915	Rental Activity f	TX	NA	N/A	0	0			0
(140) Trinity Towers Limited Partnership LP 2245 North Bank Drive Columbus,OH43220 52-2405847	Rental Activity f	OH	NA	N/A	0	0			0
(141) Trinity Towers TC2 Senior Housing Limite 2611 Springdale Rd SW Atlanta,GA303157137 93-1465758	Rental Activity f	GA	NA	N/A	0	0			0
(142) True Light Haven Senior Housing Limited 295 Penelope Drive NW Atlanta,GA30314 82-1587769	Rental Activity f	GA	NA	N/A	0	0			0
(143) Tschirley II Senior Housing Limited Part 107 S Tschirley Rd Greenacres,WA990169317 81-0636765	Rental Activity f	WA	NA	N/A	0	0			0
(144) Tschirley Senior Housing Limited Partner 111 S Tschirley Rd Greenacres,WA990169342 91-2177168	Rental Activity f	WA	NA	N/A	0	0			0
(145) Union City Senior Housing Limited Partne 2245 North Bank Drive Columbus,OH43220 87-3465857	Rental Activity f	OH	NA	N/A	0	0			0
(146) Valley Bridge Senior Housing Limited Par 5351 Nebraska Avenue Toledo,OH43615 81-3716484	Rental Activity f	OH	NA	N/A	0	0			0
(147) Vanderbilt Senior Housing Limited Partn 2245 North Bank Drive Columbus,OH43220 20-2635801	Rental Activity f	OH	NA	N/A	0	0			0
(148) Vanderbilt TC2 Senior Housing Limited Pa 75 Haywood Street Asheville,NC288012846 92-3987866	Rental Activity f	NC	NA	N/A	0	0			0
(149) Vassar Village Senior Housing Limited Pa 1732 Market Avenue North Canton,OH44714 88-2720722	Rental Activity f	OH	NA	N/A	0	0			0
(150) Viewpoint Senior Housing Limited Partne 215 East Shoreline Drive Sandusky,OH44870 20-2471408	Rental Activity f	OH	NA	N/A	0	0			0
(151) Vision Center II Limited Partnership 3400 Vision Center Court Columbus,OH432272262 31-1364056	Rental Activity f	OH	NA	N/A	0	0			0
(152) Waggoner Senior Housing Limited Partners 831 Acorn Grove Dr Blacklick,OH430045044 31-1812222	Rental Activity f	OH	NA	N/A	0	0			0
(153) Wapakoneta Village Senior Housing Limite 218 Eastown Dr Wapakoneta,OH458951786 20-4064109	Rental Activity f	OH	NA	N/A	0	0			0
(154) Wayne Win Limited Dividend Housing Assoc 35200 Sims Wayne,MI48184 42-1674508	Rental Activity f	MI	NA	N/A	0	0			0
(155) West Broad Senior Housing Limited Partne 5711 West Broad Street Columbus,OH43119 87-3044454	Rental Activity f	OH	NA	N/A	0	0			0
(156) Westerville Senior Housing II LLC 622 South Sunbury Road Westerville,OH43081 20-2489049	Rental Activity f	OH	NA	N/A	0	0			0
(157) Westerville Senior Housing Limited Partn 630 South Sunbury Rd Westerville,OH430819344 45-0470538	Rental Activity f	OH	NA	N/A	0	0			0
(158) Whitehall Senior Housing Limited Partner 851 Country Club Rd Whitehall,OH432132442 31-1592973	Rental Activity f	OH	NA	N/A	0	0			0
(159) Wysong Village Apartments Limited Partne 111 N Chapel Ave Alhambra,CA918013565 20-2869668	Rental Activity f	CA	NA	N/A	0	0			0

Part IV

Identification of Related Organizations Taxable as a Corporation or Trust. Complete if the organization answered "Yes" on Form 990, Part IV, line 34 because it had one or more related organizations treated as a corporation or trust during the tax year.

(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	(i) Section 512(b)(13) controlled entity?
(a) Name, address, and EIN of related organization	(b) Primary activity	(c) Legal domicile (state or foreign country)	(d) Direct controlling entity	(e) Type of entity (C corp, S corp, or trust)	(f) Share of total income	(g) Share of end-of-year assets	(h) Percentage ownership	Yes	No
(1) Chantry Place Housing Inc 5500 Millersfield Drive Columbus,OH432327764 20-1891592	Rental Activity f	OH	NA	C Corp	0	0	0 %		No
(2) Country Ridge Apartments Inc 2245 North Bank Drive Columbus,OH43220 31-1504166	Rental Activity f	OH	NA	C Corp	0	0	0 %		No
(3) Harvard School Inc 6900 Harvard Ave Cleveland,OH441055016 31-1740172	Rental Activity f	OH	NA	C Corp	0	0	0 %		No
(4) Hilltop II Senior Housing Inc 3630 Moores Trail Rd Columbus,OH432284345 02-0633437	Rental Activity f	OH	NA	C Corp	0	0	0 %		No
(5) Hilltop Senior Housing Inc 300 Overstreet Way Columbus,OH432284335 31-1592982	Rental Activity f	OH	NA	C Corp	0	0	0 %		No
(6) National Church Residences at Sister's C 222 East 37th Street Savannah,GA31401 46-2609217	Rental Activity f	GA	NA	C Corp	0	0	0 %		No
(7) National Church Residences Clinton Place 2245 North Bank Drive Columbus,OH43220 46-2140359	Rental Activity f	MI	NA	C Corp	0	0	0 %		No
(8) National Church Residences Landings Port 5852 Sea Forest Dr New Port Richey,FL346522049 46-5439904	Rental Activity f	FL	NA	C Corp	0	0	0 %		No
(9) National Church Residences Of Abbey Chur 6003 Abbey Chapel Dr Dublin,OH430171529 81-2524615	Rental Activity f	OH	NA	C Corp	0	0	0 %		No
(10) National Church Residences of Arlington 2101 Arlington Ave Toledo,OH436091979 46-1592285	Rental Activity f	OH	NA	C Corp	0	0	0 %		No
(11) National Church Residences of Avondale W 5215 Avery Road Dublin,OH43016 46-4279266	Rental Activity f	OH	NA	C Corp	0	0	0 %		No
(12) National Church Residences of Balcones H 246 Loma Vista New Braunfels,TX781307034 81-3901111	Rental Activity f	TX	NA	C Corp	0	0	0 %		No
(13) National Church Residences of Barnesvill 485 North St Barnesville,OH437131105 82-2833701	Rental Activity f	OH	NA	C Corp	0	0	0 %		No
(14) National Church Residences of Bell Crest 808 Frawley Street Houston,TX77009 86-3121721	Rental Activity f	TX	NA	C Corp	0	0	0 %		No
(15) National Church Residences of Brandywine 500 Rockingham Drive Richardson,TX75080 86-1181165	Rental Activity f	TX	NA	C Corp	0	0	0 %		No
(16) National Church Residences of Bretton Wo 2511 Bretton Woods Drive Columbus,OH43231 85-2220063	Rental Activity f	OH	NA	C Corp	0	0	0 %		No
(17) National Church Residences of Bridgeport 1 Gould Park Rd Bridgeport,OH439121089 82-2956996	Rental Activity f	OH	NA	C Corp	0	0	0 %		No
(18) National Church Residences of Broadway P 353 Broadway Ave Youngstown,OH445041559 82-3013954	Rental Activity f	OH	NA	C Corp	0	0	0 %		No
(19) National Church Residences Of Bryn Mawr 171 Bryn Mawr St Ravenna,OH442667730 84-3773684	Rental Activity f	OH	NA	C Corp	0	0	0 %		No
(20) National Church Residences of Canton Pla 44505 Ford Rd Canton,MI481875034 46-2185377	Rental Activity f	MI	NA	C Corp	0	0	0 %		No
(21) National Church Residences of Capitol He 505 Suffolk Ave Capitol Heights,MD207433000 46-1306846	Rental Activity f	MD	NA	C Corp	0	0	0 %		No
(22) National Church Residences of Carnegie T 8920 Carnegie Avenue Cleveland,OH44106 84-3613359	Rental Activity f	OH	NA	C Corp	0	0	0 %		No
(23) National Church Residences of Cherry Blo 5225 Cherry Creek Pkwy North Columbus,OH432285749 84-4577191	Rental Activity f	OH	NA	C Corp	0	0	0 %		No
(24) National Church Residences of Clark East 1550 East Clark Rd Ypsilanti,MI481983185 47-3532391	Rental Activity f	MI	NA	C Corp	0	0	0 %		No
(25) National Church Residences of Clinton Pl 147 N River Ct Mount Clemens,MI48043 85-0653393	Rental Activity f	MI	NA	C Corp	0	0	0 %		No
(26) National Church Residences of Cobbleston 2101 Davis Lane Austin,TX787457603 88-3994406	Rental Activity f	TX	NA	C Corp	0	0	0 %		No
(27) National Church Residences of Columbia C 275 West Columbia Ave Belleville,MI481113901 46-2196035	Rental Activity f	MI	NA	C Corp	0	0	0 %		No
(28) National Church Residences of Crane's La 2245 North Bank Drive Columbus,OH43220 82-3953761	Rental Activity f	OH	NA	C Corp	0	0	0 %		No
(29) National Church Residences of Eden Court 1220 Jefferson Ave Seguin,TX781557104 88-1945051	Rental Activity f	TX	NA	C Corp	0	0	0 %		No
(30) National Church Residences of Evening St 11800 South Glen Dr Houston,TX770992502 85-1601343	Rental Activity f	TX	NA	C Corp	0	0	0 %		No
(31) National Church Residences of Friendship 917 NW Summit Drive Blue Springs,MO64015 46-1094279	Rental Activity f	MO	NA	C Corp	0	0	0 %		No
(32) National Church Residences of Gates Junc 1131 W Broad Street Columbus,OH43222 85-1144271	Rental Activity f	OH	NA	C Corp	0	0	0 %		No
(33) National Church Residences of Gene Mille 7601 Lester Road Union City,GA30291 85-0560504	Rental Activity f	GA	NA	C Corp	0	0	0 %		No
(34) National Church Residences of Grand Plac 729 W Grand Avenue Dayton,OH45406 86-1462553	Rental Activity f	OH	NA	C Corp	0	0	0 %		No
(35) National Church Residences of Hoover Pla 5407 Hoover Avenue Dayton,OH45417 86-2698010	Rental Activity f	OH	NA	C Corp	0	0	0 %		No
(36) National Church Residences of Hopeton Te 55 Sun Rush Blvd Chillicothe,OH456011065 83-2769676	Rental Activity f	OH	NA	C Corp	0	0	0 %		No
(37) National Church Residences of Indian Lak 601 Lincoln Blvd Russells Point,OH43348 47-4662981	Rental Activity f	OH	NA	C Corp	0	0	0 %		No
(38) National Church Residences of John Spark 7350 Lester Road Union City,GA30291 85-0541116	Rental Activity f	GA	NA	C Corp	0	0	0 %		No
(39) National Church Residences of Lakewood 2141 Springdale Rd SW Atlanta,GA303156100 85-4120756	Rental Activity f	GA	NA	C Corp	0	0	0 %		No
(40) National Church Residences of Larry Moor 7340 Lester Road Union City,GA30291 85-0538656	Rental Activity f	GA	NA	C Corp	0	0	0 %		No
(41) National Church Residences of Lennox Hou 110 NW 2nd St Grand Prairie,TX750505658 85-3163960	Rental Activity f	TX	NA	C Corp	0	0	0 %		No
(42) National Church Residences of Mayflower 424 Grosvenor Avenue NW Massillon,OH44647 84-3088813	Rental Activity f	OH	NA	C Corp	0	0	0 %		No
(43) National Church Residences of Mid Tule 321 SE 7th Street Tulia,TX79088 84-3634185	Rental Activity f	TX	NA	C Corp	0	0	0 %		No
(44) National Church Residences of Morning St 1520 Barfield Rd Wharton,TX774885940 84-2247971	Rental Activity f	TX	NA	C Corp	0	0	0 %		No
(45) National Church Residences of Mount Plea 2250 Layard Ave Racine,WI534042043 82-2231609	Rental Activity f	WI	NA	C Corp	0	0	0 %		No
(46) National Church Residences of Neshannock 209 Cambridge St Unit 601 New Castle,PA161051053 81-4329517	Rental Activity f	PA	NA	C Corp	0	0	0 %		No
(47) National Church Residences of Northland 5757 Maple Canyon Ave Columbus,OH43229 84-3098212	Rental Activity f	OH	NA	C Corp	0	0	0 %		No
(48) National Church Residences of Oak Bluff 1513 Montezuma St Columbus,TX789342137 88-4052284	Rental Activity f	TX	NA	C Corp	0	0	0 %		No
(49) National Church Residences of Parkside M 1306 Brookline Blvd Pittsburgh,PA152261961 47-1165539	Rental Activity f	PA	NA	C Corp	0	0	0 %		No
(50) National Church Residences of Pembroke G 104 Ash Branch Road Pembroke,GA31321 84-2378572	Rental Activity f	GA	NA	C Corp	0	0	0 %		No
(51) National Church Residences of Portage Tr 45 Cathedral Lane Cuyahoga Falls,OH442231657 47-5581776	Rental Activity f	OH	NA	C Corp	0	0	0 %		No
(52) National Church Residences of Prairie Vi 1915 N Wharton Rd El Campo,TX774372312 46-1942715	Rental Activity f	TX	NA	C Corp	0	0	0 %		No
(53) National Church Residences of Riverview 500 Second Street Portsmouth,OH45662 47-3885174	Rental Activity f	OH	NA	C Corp	0	0	0 %		No
(54) National Church Residences of Salem Vill 1009 E Dublin Granville Road Columbus,OH43229 85-0638507	Rental Activity f	OH	NA	C Corp	0	0	0 %		No
(55) National Church Residences of Sandstone 402 Brazos Dr Mineral Wells,TX760674775 83-2102711	Rental Activity f	TX	NA	C Corp	0	0	0 %		No
(56) National Church Residences of Sharpsburg 601 Main St Pittsburgh,PA152152251 82-3901463	Rental Activity f	PA	NA	C Corp	0	0	0 %		No
(57) National Church Residences of Stygler Vi 140 Imperial Dr Gahanna,OH432302423 81-3319534	Rental Activity f	OH	NA	C Corp	0	0	0 %		No
(58) National Church Residences of Sweetwater 6125 Stewart Parkway Douglasville,GA30135 85-0631528	Rental Activity f	GA	NA	C Corp	0	0	0 %		No
(59) National Church Residences of Tejas Cove 1900 Palm Village Blvd Bay City,TX774148170 88-3983055	Rental Activity f	TX	NA	C Corp	0	0	0 %		No
(60) National Church Residences of Telfair Ar 17 East Park Avenue Savannah,GA31401 47-4028447	Rental Activity f	GA	NA	C Corp	0	0	0 %		No
(61) National Church Residences of Trinity Pl 1203 Cushing Drive Round Rock,TX78664 84-4666462	Rental Activity f	TX	NA	C Corp	0	0	0 %		No
(62) National Church Residences of True Light 295 Penelope Drive NW Atlanta,GA30314 84-2874643	Rental Activity f	GA	NA	C Corp	0	0	0 %		No
(63) National Church Residences of Valley Bri 5351 Nebraska Avenue Toledo,OH43615 81-3685370	Rental Activity f	OH	NA	C Corp	0	0	0 %		No
(64) National Church Residences of West Broad 5711 West Broad Street Columbus,OH43119 87-3055673	Rental Activity f	OH	NA	C Corp	0	0	0 %		No
(65) NCR Insurance Holdings LLC 2245 North Bank Drive Columbus,OH43220 88-4131990	Rental Activity f	OH	NA	For Profit	0	0	0 %		No
(66) Roosevelt Towne Housing Inc 2245 North Bank Drive Columbus,OH43220 54-2086755	Rental Activity f	OH	NA	C Corp	0	0	0 %		No
(67) San Antonio Senior Housing Inc 3503 Camino Real San Antonio,TX782383401 31-1592978	Rental Activity f	OH	NA	C Corp	0	0	0 %		No
(68) The Commons at Garden Lake LLC 1065 Garden Lake Pkwy Toledo,OH436149998 46-3730299	Rental Activity f	OH	NA	C Corp	0	0	0 %		No
(69) The Commons at South Cumminsville Housin 3775 Herron Avenue Cincinnati,OH452232328 46-1834366	Rental Activity f	OH	NA	C Corp	0	0	0 %		No
(70) Vision Center II Inc 3400 Vision Center Court Columbus,OH432272262 31-1363226	Rental Activity f	OH	NA	C Corp	0	0	0 %		No
(71) Waggoner Woods Inc 2245 North Bank Drive Columbus,OH43220 31-1808113	Rental Activity f	OH	NA	C Corp	0	0	0 %		No
(72) Westerville Senior Housing Inc 630 South Sunbury Rd Westerville,OH430819344 73-1631614	Rental Activity f	OH	NA	C Corp	0	0	0 %		No
(73) Whitehall Senior Housing Inc 851 Country Club Rd Whitehall,OH432132442 31-1592976	Rental Activity f	OH	NA	C Corp	0	0	0 %		No

Schedule R (Form 990) 2023

Page 3

Part V

Transactions With Related Organizations. Complete if the organization answered "Yes" on Form 990, Part IV, line 34, 35b, or 36.

Note. Complete line 1 if any entity is listed in Parts II, III, or IV of this schedule.

Yes

1 During the tax year, did the orgranization engage in any of the following transactions with one or more related organizations listed in Parts II-IV?

a Receipt of (i) interest, (ii) annuities, (iii) royalties, or (iv) rent from a controlled entity .....................

b Gift, grant, or capital contribution to related organization(s) ............................

c Gift, grant, or capital contribution from related organization(s) ............................

d Loans or loan guarantees to or for related organization(s) ............................

e Loans or loan guarantees by related organization(s) ............................

Yes

f Dividends from related organization(s) ............................

g Sale of assets to related organization(s) ............................

h Purchase of assets from related organization(s) ............................

i Exchange of assets with related organization(s) ............................

j Lease of facilities, equipment, or other assets to related organization(s) .......................

k Lease of facilities, equipment, or other assets from related organization(s) ......................

l Performance of services or membership or fundraising solicitations for related organization(s) .....................

m Performance of services or membership or fundraising solicitations by related organization(s) .................

Yes

n Sharing of facilities, equipment, mailing lists, or other assets with related organization(s) ...................

o Sharing of paid employees with related organization(s) ............................

Yes

p Reimbursement paid to related organization(s) for expenses ............................

Yes

q Reimbursement paid by related organization(s) for expenses ............................

r Other transfer of cash or property to related organization(s) ............................

s Other transfer of cash or property from related organization(s) ............................

If the answer to any of the above is "Yes," see the instructions for information on who must complete this line, including covered relationships and transaction thresholds.

(a) Name of related organization	(b) Transaction type (a-s)	(c) Amount involved	(d) Method of determining amount involved

Schedule R (Form 990) 2023

Page 4

Part VI

Unrelated Organizations Taxable as a Partnership. Complete if the organization answered "Yes" on Form 990, Part IV, line 37.

Provide the following information for each entity taxed as a partnership through which the organization conducted more than five percent of its activities (measured by total assets or gross revenue) that was not a related organization. See instructions regarding exclusion for certain investment partnerships.

(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	(e) Are all partners section 501(c)(3) organizations?		(f) Share of total income	(g) Share of end-of-year assets	(h) Disproprtionate allocations?		(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	(j) General or managing partner?		(k) Percentage ownership
(a) Name, address, and EIN of entity	(b) Primary activity	(c) Legal domicile (state or foreign country)	Yes	No	(f) Share of total income	(g) Share of end-of-year assets	Yes	No	(i) Code V-UBI amount in box 20 of Schedule K-1 (Form 1065)	Yes	No	(k) Percentage ownership

Schedule R (Form 990) 2023

Page 5

Part VII

Supplemental Information

Provide additional information for responses to questions on Schedule R. See instructions.

Return Reference	Explanation

Schedule R (Form 990) 2023

Additional Data

Software ID:
Software Version:

1	Briefly describe the organization’s mission or most significant activities: Originating from a Christian commitment of service, we provide high quality care, services and communities for Seniors.
2	Check this box
3	Number of voting members of the governing body (Part VI, line 1a) ........	3	6
4	Number of independent voting members of the governing body (Part VI, line 1b) .....	4	6
5	Total number of individuals employed in calendar year 2023 (Part V, line 2a) ......	5	0
6	Total number of volunteers (estimate if necessary) .............	6	14
7a	Total unrelated business revenue from Part VIII, column (C), line 12 ........	7a	0
b	Net unrelated business taxable income from Form 990-T, Part I, line 11 .........	7b

		Prior Year	Current Year
8	Contributions and grants (Part VIII, line 1h) .........	0	84,483
9	Program service revenue (Part VIII, line 2g) .........	9,976,388	11,189,894
10	Investment income (Part VIII, column (A), lines 3, 4, and 7d ) ....	0	-30,325
11	Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e)	0	-48,975
12	Total revenue—add lines 8 through 11 (must equal Part VIII, column (A), line 12)	9,976,388	11,195,077
13	Grants and similar amounts paid (Part IX, column (A), lines 1–3 )...	0	0
14	Benefits paid to or for members (Part IX, column (A), line 4).....	0	0
15	Salaries, other compensation, employee benefits (Part IX, column (A), lines 5–10)	3,169,933	3,782,918
16a	Professional fundraising fees (Part IX, column (A), line 11e) .....	0	0
b	Total fundraising expenses (Part IX, column (D), line 25) 0
17	Other expenses (Part IX, column (A), lines 11a–11d, 11f–24e)....	6,749,930	6,849,728
18	Total expenses. Add lines 13–17 (must equal Part IX, column (A), line 25)	9,919,863	10,632,646
19	Revenue less expenses. Subtract line 18 from line 12.......	56,525	562,431
		Beginning of Current Year	End of Year
20	Total assets (Part X, line 16).............	43,374,350	43,351,346
21	Total liabilities (Part X, line 26).............	38,579,474	37,631,616
22	Net assets or fund balances. Subtract line 21 from line 20.....	4,794,876	5,719,730

Sign Here

	Signature of officer	Date

	Type or print name and title


4a	(Code: ) (Expenses $ 9,133,650 including grants of $ ) (Revenue $ 11,110,594 )
	OPERATES A SENIOR LIVING COMMUNITY CONSISTING OF 100 RESIDENTIAL CARE LICENSES AND 120 INDEPENDENT LIVING UNITS.

4b	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4c	(Code: ) (Expenses $ including grants of $ ) (Revenue $ )












4d	Other program services (Describe in Schedule O.)
	(Expenses $ including grants of $ ) (Revenue $ )
4e	Total program service expenses9,133,650

(A) Name and title	(B) Average hours per week (list any hours for related organizations below dotted line)	(C) Position (do not check more than one box, unless person is both an officer and a director/trustee)			(D) Reportable compensation from the organization (W-2/1099-MISC/1099-NEC)	(E) Reportable compensation from related organizations (W-2/1099-MISC/1099-NEC)	(F) Estimated amount of other compensation from the organization and related organizations
(A) Name and title
(1) Susan M DiMickele...................................................................... President	0.1 ................. 49.9		X		0	607,577	45,633
(2) Robert S Walter...................................................................... Vice President	0.1 ................. 49.9		X		0	515,573	37,100
(3) Matthew D Rule...................................................................... Vice President	0.1 ................. 49.9		X		0	478,588	46,401
(4) Julie M Woolley...................................................................... Secretary	0.1 ................. 49.9		X		0	411,983	28,373
(5) Brianna Mettler...................................................................... Vice President	0.1 ................. 49.9		X		0	293,543	39,705
(6) Julia A Fratianne...................................................................... Treasurer	0.1 ................. 49.9		X		0	251,898	44,753
(7) Sarah Saum...................................................................... Executive Director II	40.0 ................. 0.0			X	0	116,451	18,231
(8) Michael Whitley...................................................................... Director of Nursing	40.0 ................. 0.0			X	0	110,504	17,060
(9) Janet Meeks...................................................................... Chair	0.1 ................. 2.0	X	X		0	0	0
(10) Peter Pavarini...................................................................... Director	0.1 ................. 2.0	X			0	0	0
(11) Tim Doney...................................................................... Director	0.1 ................. 2.0	X			0	0	0
(12) Larry Crowell...................................................................... Director	0.1 ................. 2.0	X			0	0	0
(13) Jami Dewolf...................................................................... Director	0.1 ................. 2.0	X			0	0	0
(14) Ervan Rodgers...................................................................... Director	0.1 ................. 2.0	X			0	0	0

1b	Sub-Total..............
c	Total from continuation sheets to Part VII, Section A..
d	Total (add lines 1b and 1c).........	0	2,786,117	277,256

(A) Name and business address	(B) Description of services	(C) Compensation
R T PAINTING LLC, 1002 TENBROOK PL COLUMBUS,OH43228	PAINTING SERVICES	116,592




2 Total number of independent contractors (including but not limited to those listed above) who received more than $100,000 of compensation from the organization 1

1a	Federated campaigns..		1a
b	Membership dues..		1b
c	Fundraising events..		1c
d	Related organizations		1d
e	Government grants (contributions)		1e

f	All other contributions, gifts, grants, and similar amounts not included above		1f	84,483

g	Noncash contributions included in lines 1a - 1f:$		1g

h Total. Add lines 1a-1f.......		84,483

		Business Code
2a	PROGRAM SERVICE REVENUE	623000	11,148,758	11,148,758
b	STIMULUS RELIEF GRANTS	999999	41,136	41,136
c
d
e
f	All other program service revenue.
g	Total. Add lines 2a–2f .....		11,189,894

3 Investment income (including dividends, interest, and othersimilar amounts) ......			0
4 Income from investment of tax-exempt bond proceeds			0
5 Royalties...........			0
			(i) Real	(ii) Personal
6a	Gross rents	6a
b	Less: rental expenses	6b
c	Rental income or (loss)	6c	0	0
d	Net rental income or (loss).......			0
			(i) Securities	(ii) Other
7a	Gross amount from sales of assets other than inventory	7a
b	Less: cost or other basis and sales expenses	7b		30,325
c	Gain or (loss)	7c		-30,325
d	Net gain or (loss).........			-30,325	-30,325
8a	Gross income from fundraising events (not including $ of contributions reported on line 1c). See Part IV, line 18 ....
			8a	0
b	Less: direct expenses ...		8b	0
c	Net income or (loss) from fundraising events..			0
9a	Gross income from gaming activities. See Part IV, line 19 ...
			9a	0
b	Less: direct expenses ...		9b	0
c	Net income or (loss) from gaming activities..			0
10a	Gross sales of inventory, less returns and allowances ..
			10a	0
b	Less: cost of goods sold ..		10b	0
c	Net income or (loss) from sales of inventory..			0

Business Code
11a	LOSS ON EXTINGUISHMENT		999999	-48,975	-48,975
b
c
d	All other revenue ....
e	Total. Add lines 11a–11d ......			-48,975
12	Total revenue. See instructions.....			11,195,077	11,110,594

1	Grants and other assistance to domestic organizations and domestic governments. See Part IV, line 21 ....	0
2	Grants and other assistance to domestic individuals. See Part IV, line 22 ...........	0
3	Grants and other assistance to foreign organizations, foreign governments, and foreign individuals. See Part IV, lines 15 and 16. .............	0
4	Benefits paid to or for members .......	0
5	Compensation of current officers, directors, trustees, and key employees ...........	0
6	Compensation not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B) .........	0
7	Other salaries and wages........	2,956,138	2,577,828	378,310
8	Pension plan accruals and contributions (include section 401(k) and 403(b) employer contributions) ....	165,991	144,748	21,243
9	Other employee benefits .......	415,228	362,089	53,139
10	Payroll taxes ...........	245,561	214,135	31,426
11	Fees for services (non-employees):
a	Management ......	562,941		562,941
b	Legal .........	10,634		10,634
c	Accounting ...........	0
d	Lobbying ...........	0
e	Professional fundraising services. See Part IV, line 17	0
f	Investment management fees ......	0
g	Other (If line 11g amount exceeds 10% of line 25, column (A) amount, list line 11g expenses on Schedule O)	1,177,880	1,170,479	7,401
12	Advertising and promotion ....	144,375		144,375
13	Office expenses .......	143,693	953	142,740
14	Information technology ......	285,281	254,352	30,929
15	Royalties ..	0
16	Occupancy ...........	701,330	701,183	147
17	Travel ............	514	87	427
18	Payments of travel or entertainment expenses for any federal, state, or local public officials .	0
19	Conferences, conventions, and meetings ....	0
20	Interest ...........	1,663,687	1,661,876	1,811
21	Payments to affiliates .......	0
22	Depreciation, depletion, and amortization ..	1,247,672	1,247,233	439
23	Insurance ...	117,399	117,345	54
24	Other expenses. Itemize expenses not covered above (List miscellaneous expenses in line 24e. If line 24e amount exceeds 10% of line 25, column (A) amount, list line 24e expenses on Schedule O.)
a	SUPPLIES	648,834	648,834
b	MISCELLANEOUS	107,771		107,771
c	DRUGS & ANCILLARY SERVICES	32,508	32,508
d	BAD DEBT	5,209		5,209
e	All other expenses
25	Total functional expenses. Add lines 1 through 24e	10,632,646	9,133,650	1,498,996	0
26	Joint costs. Complete this line only if the organization reported in column (B) joint costs from a combined educational campaign and fundraising solicitation. Check here if following SOP 98-2 (ASC 958-720).

1	Cash–non-interest-bearing ........			2,062,495	1	3,226,518
2	Savings and temporary cash investments .........			0	2	0
3	Pledges and grants receivable, net ......			0	3	0
4	Accounts receivable, net .............			63,510	4	74,404
5	Loans and other receivables from any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .......
				0	5	0
6	Loans and other receivables from other disqualified persons (as defined under section 4958(f)(1)), and persons described in section 4958(c)(3)(B) ...
				0	6	0
7	Notes and loans receivable, net ...........			0	7	0
8	Inventories for sale or use ............			0	8	0
9	Prepaid expenses and deferred charges ......			109,894	9	25,462
10a	Land, buildings, and equipment: cost or other basis. Complete Part VI of Schedule D	10a	46,851,868
b	Less: accumulated depreciation	10b	6,898,483	41,138,451	10c	39,953,385
11	Investments—publicly traded securities .			0	11	0
12	Investments—other securities. See Part IV, line 11 .....			0	12	0
13	Investments—program-related. See Part IV, line 11 ..			0	13	0
14	Intangible assets ...............			0	14	0
15	Other assets. See Part IV, line 11 ...........			0	15	71,577
16	Total assets. Add lines 1 through 15 (must equal line 33)...			43,374,350	16	43,351,346

17	Accounts payable and accrued expenses .....	1,221,024	17	1,463,797
18	Grants payable ...	0	18	0
19	Deferred revenue .........	17,176	19	14,004
20	Tax-exempt bond liabilities .........	36,941,551	20	35,636,560
21	Escrow or custodial account liability. Complete Part IV of Schedule D	0	21	0
22	Loans and other payables to any current or former officer, director, trustee, key employee, creator or founder, substantial contributor, or 35% controlled entity or family member of any of these persons .........
		0	22	0
23	Secured mortgages and notes payable to unrelated third parties ..	0	23	0
24	Unsecured notes and loans payable to unrelated third parties ..	0	24	0
25	Other liabilities (including federal income tax, payables to related third parties, and other liabilities not included on lines 17 - 24). Complete Part X of Schedule D	399,723	25	517,255
26	Total liabilities. Add lines 17 through 25..	38,579,474	26	37,631,616

	Organizations that follow FASB ASC 958, check here and complete lines 27, 28, 32, and 33.
27	Net assets without donor restrictions ..........	4,794,876	27	5,719,730
28	Net assets with donor restrictions ...........	0	28	0
	Organizations that do not follow FASB ASC 958, check here and complete lines 29 through 33.
29	Capital stock or trust principal, or current funds .....		29
30	Paid-in or capital surplus, or land, building or equipment fund ...		30
31	Retained earnings, endowment, accumulated income, or other funds		31
32	Total net assets or fund balances ...........	4,794,876	32	5,719,730
33	Total liabilities and net assets/fund balances ........	43,374,350	33	43,351,346