2025-08-15T11:19:57-05:00 2024-12-31 943108253 NOVOGRADAC & COMPANY LLP 1300 EAST 9TH ST SUITE 900 CLEVELAND OH 44114 990PF 2024-01-01 340893419 LAKEWOOD SENIOR CITIZENS INC LAKE 2165217260 14300 DETROIT AVENUE 110 LAKEWOOD OH 44107 DONNALD HECKELMOSER CEO/PRESIDENT 2165217260 2025-08-01 1 0 RENEE BEAVER P00167058 2162989000 2024 2025-03-06 01:10:19Z X 16614623 X X 22588 22588 0 313179 81025 335767 103613 0 0 0 76973 0 0 2600 0 0 1704 0 0 198 0 0 81475 0 0 51266 51266 132741 0 51266 203026 103613 1057736 1002148 1002148 8983202 0 8983202 8983202 8983202 3899589 3932175 3932186 2471060 2697088 2697087 16411587 16614613 16614623 979288 979288 979288 979288 X 15432299 15635325 15432299 15635325 16411587 16614613 15432299 203026 0 15635325 0 15635325 1440 0 1440 0 1440 0 0 1440 0 1440 45 45 0 0 0 0 0 0 0 0 0 0 0 1 OH 1 0 0 0 0 1 WWW.WESTERLYAPARTMENTS.COM DAWN STANAITIS 2165217260 14300 DETROIT AVENUE NO 100 LAKEWOOD OH 44107 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JEANINE GERGEL 13930 LAKE AVE LAKEWOOD OH 44107 BOARD CHAIR 0.00 0 0 0 GEOFFREY BLACK 14300 DETROIT AVE SUITE 110 LAKEWOOD OH 44107 DIRECTOR 0.00 0 0 0 JEFF GRUSENMEYER 20745 PARKCLIFF DR FAIRVIEW PARK OH 44126 DIRECTOR 0.00 0 0 0 CARL TYLER 14300 DETROIT AVE SUITE 110 LAKEWOOD OH 44107 DIRECTOR 0.00 0 0 0 MARY SUE MCGORRAY 25696 CENTER RIDGE RD WESTLAKE OH 44145 DIRECTOR 0.00 0 0 0 MARY OSBURN 1655 ELMWOOD LAKEWOOD OH 44107 DIRECTOR 0.00 0 0 0 MARIDELL L COUTURE 2039 ELMWOOD AVE LAKEWOOD OH 44107 DIRECTOR 0.00 0 0 0 JUSTIN HEIN 26680 GERSHWIN DRIVE WESTLAKE OH 44145 DIRECTOR 0.00 0 0 0 LIBBY MCGRAW 14300 DETROIT AVE SUITE 110 LAKEWOOD OH 44107 DIRECTOR 0.00 0 0 0 GEORGE R GRAHAM 1568 GRACE AVENUE LAKEWOOD OH 44107 DIRECTOR 0.00 0 0 0 WILL COSTELLO 1114 NICHOLSON AVENUE LAKEWOOD OH 44107 DIRECTOR 0.00 0 0 0 BRITTANY O'CONNOR 14300 DETROIT AVE SUITE 110 LAKEWOOD OH 44107 DIRECTOR 0.00 0 0 0 GEORGE SHIEKH 17411 EDGEWATER DRIVE LAKEWOOD OH 44107 DIRECTOR 0.00 0 0 0 CHRISTOPHER KLYM 20076 WESTHAVEN ROCKY RIVER OH 44116 SECRETARY 0.00 0 0 0 DAN HUSAK 14300 DETROIT AVE SUITE 110 LAKEWOOD OH 44107 TREASURER 0.00 0 0 0 DONNALD J HECKELMOSER 1381 GIEL AVENUE LAKEWOOD OH 44107 CEO 0.00 0 0 0 ALLISON URBANEK 1506 SAINT CHARLES AVENUE LAKEWOOD OH 44107 PRESIDENT 0.00 0 0 0 NONE 0 NONE 0 LAKEWOOD SENIOR CITIZENS, INC. (LSC) HOLDS A GENERAL PARTNER INTEREST IN THE WESTERLY APARTMENTS. AS PART OF LSC'S CHARITABLE PURPOSE, LSC ASSISTS THE WESTERLY APARTMENTS OPERATE AS QUALIFIED LOW-INCOME HOUSING PROJECTS WITHIN THE MEANING OF SECTION 42 OF THE INTERNAL REVENUE CODE. ADDITIONALLY, LSC OVERSAW THE REHABILITATION OF THE WESTERLY APARTMENTS IN ACCORDANCE OF SECTION 47 OF THE INTERNAL REVENUE CODE. LSC HOLDS SELLER NOTES IN THE WESTERLY APARTMENTS FOR WHICH IT EARNS INTEREST WHICH IS MEANT TO BE RE-INVESTED IN THE PROJECTS AND PROVIDE SERVICES FOR THE TENANTS. 0 THE CORPORATION DONATED FUNDING TO BARTON CENTER, INC. FOR THE PURPOSE OF SERVING THE LOCAL ELDERLY COMMUNITY. THE BARTON CENTER'S MISSION IS TO PROVIDE SOCIAL, EDUCATIONAL, RECREATIONAL, AND HEALTH-RELATED ACTIVITIES, CLASSES, PROGRAMS, AND SERVICES TO ENRICH THE QUALITY OF LIFE FOR PEOPLE AGE 55 AND OLDER. 51266 0 0 1002148 0 1002148 0 0 1002148 15032 987116 49356 49356 1440 1440 47916 0 47916 0 47916 51266 0 51266 47916 0 0 0 51266 0 0 0 47916 3350 0 0 3350 0 0 0 0 0 0 0 3350 3350 X BARTON CENTER INC 14300 DETROIT AVENUE SUITE 110 LAKEWOOD OH 44107 NONE PC GENERAL OPERATING SUPPORT 51266 51266 0 INTEREST INCOME - RECEIVABLE 531390 233568 INTEREST INCOME - RECEIVED 531390 81025 531190 22588 PASSTHROUGH PARTNERSHIP LOSSES 531390 -1414 22588 313179 0 335767 1 LSC HOLDS SELLER NOTES IN THE WESTERLY APARTMENTS WHICH GENERATE 1 INTEREST INCOME WHICH IS MEANT TO BE RE-INVESTED INTO THE APARTMENTS. 3 LSC HOLDS A PLEDGE RESERVE CASH ACCOUNT INTENDED TO FUND ANY OPERATING 3 DEFICITS OF ONE OF THE WESTERLY APARTMENTS. 11 LSC HOLDS A GENERAL PARTNER INTEREST IN EACH OF THE THREE WESTERLY 11 APARTMENT PARTNERSHIPS. 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 2600 0 0 INVESTMENTS IN WESTERLY AT COST 3932175 3932186 LEGAL 11048 0 0 PROFESSIONAL FEES 65925 0 0 INTEREST RECEIVABLE 2311167 2544735 2544734 DEVELOPER FEE RECEIVABLE 159893 152353 152353 OFFICE EXPENSES 198 0 0 INTEREST INCOME - RECEIVABLE 233568 233568 INTEREST INCOME - RECEIVED 81025 81025 81025 PASSTHROUGH PARTNERSHIP LOSSES -1414 -1414 FEDERAL INCOME TAX 1704 0 0