2026-07-23T11:30:39-05:00 2025-12-31 310796034 FLAGEL HUBER FLAGEL 3400 SOUTH DIXIE DRIVE DAYTON OH 45439 990 2025-01-01 310536645 CATHOLIC SOCIAL SERVICES OF THE MIAMI VALLEY CATH 9372237217 922 WEST RIVERVIEW AVE DAYTON OH 454026424 MARY REID CEO 9372237217 2026-07-22 1 CHRISTOPHER C MCCASKEY P00183788 9372993400 2025 2025-03-06 01:10:19Z MARY REID 922 WEST RIVERVIEW AVE DAYTON OH 454026424 34126647 0 0928 X WWW.CSSMV.ORG X 1967 OH TO PROVIDE SOCIAL SERVICES TO THOSE IN NEED IN THE MIAMI VALLEY REGION. 18 18 145 252 0 0 30685653 33531815 302978 269638 -379491 36831 -13346 4519 30595794 33842803 21500818 24428032 0 0 7246788 6643193 0 0 539580 2026900 1973690 30774506 33044915 -178712 797888 15957661 16538832 3946239 3423200 12011422 13115632 X TO PROVIDE SOCIAL SERVICES TO THOSE IN NEED, FOCUSING ON NINE AREAS: BEHAVIORAL HEALTH, FAMILY STABILIZATION & SUCCESS, GUARDIANSHIP, HISPANIC OUTREACH, PREGNANCY & PARENTING, REFUGEE RESETTLEMENT, SERVICES FOR OLDER ADULTS, SUPERVISED VISITATION, AND MOBILITY MANAGEMENT. 0 0 25373832 22277792 158535 PASSPORT/COMCARE/CARE COORDINATION & ASSISTED LIVING: IN PARTNERSHIP WITH THE STATE OF OHIO, CATHOLIC SOCIAL SERVICES (CSS) OFFERS SERVICES TO HELP INCOME-ELIGIBLE ADULTS OVER AGE 60 IN SIX RURAL COUNTIES REMAIN SAFELY IN THEIR OWN HOMES AND/OR ACCESS ASSISTED LIVING RESOURCES. IN 2025, CSS STAFF ANSWERED MORE THAN 10,000 PHONE CALLS AND COMPLETED OVER 1,100 ASSESSMENTS. CSS CARE MANAGERS WORKED WITH AN AVERAGE OF 1,073 OLDER ADULTS EACH MONTH, CONTRACTING WITH OVER 100 PROVIDERS FOR DIRECT SERVICES. THE GOAL IS TO HELP CLIENTS AGE-IN-PLACE WITH AS MUCH INDEPENDENCE AND SELF-DETERMINATION AS POSSIBLE. 2056089 1694735 CSS'S CHOICE FOOD PANTRY IN DAYTON IS OPEN FIVE DAYS A WEEK AND PROVIDES GROCERIES TO LAST AN ELIGIBLE HOUSEHOLD FOR APPROXIMATELY FIVE DAYS. FULL SERVICE IS AVAILABLE ONCE A MONTH, BUT FRESH FRUIT, VEGETABLES AND OTHER SELECTED PERISHABLES MAY BE ACCESSED DAILY. IN 2025, THE PANTRY SERVED 6,428 UNDUPLICATED HOUSEHOLDS/FAMILIES, COMPRISING 13,791 UNDUPLICATED INDIVIDUALS. 1272682 353609 IN PARTNERSHIP WITH CATHOLIC CHARITIES USA AND OHIO DEPARTMENT OF JOB AND FAMILY SERVICES, CSS PROVIDES ONGOING EMPLOYMENT SERVICES AND INTENSIVE CASE MANAGEMENT FOR REFUGEE CLIENTS THAT HAVE BEEN IN THE UNITED STATES FOR LESS THAN FIVE YEARS. SERVICES PROVIDED FOCUS ON SELF-SUFFICIENCY. IN 2025, CSS STAFF PROVIDED EMPLOYMENT AND JOB TRAINING SERVICES TO OVER 170 EMPLOYABLE REFUGEE ADULTS. 2703276 101896 118686 ADDITIONAL SERVICES: FAMILY STABILIZATION & SUCCESS SERVICES (INCLUDING CASE MANAGEMENT, EMERGENCY UTILITY ASSISTANCE, AND NEXT STEPS SUPPORTS FOR ADULTS WORKING TOWARD A DEGREE OR CERTIFICATE AT SINCLAIR COLLEGE), BEHAVIORAL & MENTAL HEALTH SERVICES (INCLUDIING PROFESSIONAL COUNSELING AND ECHO SCHOOL PROGRAM), PREGNANCY & PARENTING SUPPORT, SUPERVISED VISITATION & EXCHANGE, ADULT GUARDIANSHIP SERVICES, HISPANIC OUTREACH, AND MOBILITY MANAGEMENT. 2703276 101896 118686 31405879 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 X 53 0 145 1 0 0 0 0 0 1 1 0 0 0 0 X 18 18 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X X MARY REID CEO 9372237217 922 WEST RIVERVIEW AVE DAYTON OH 454026424 BRIAN ANDERSON DIRECTOR 1.00 X 0 0 0 PAUL BEYERLE DIRECTOR 1.00 X 0 0 0 CLIFF BISHOP DIRECTOR 1.00 X 0 0 0 SR TYWAN CORBITT DIRECTOR 1.00 X 0 0 0 ALLAN CRASTO SECRETARY 1.00 X X 0 0 0 SR EDNA HESS DIRECTOR 1.00 X 0 0 0 MIA KERIVAN-OMALLEY DIRECTOR 1.00 X 0 0 0 KEN MARCELLUS DIRECTOR 1.00 X 0 0 0 STEVE MORRIS DIRECTOR 1.00 X 0 0 0 AMY RIEGEL CHAIR 1.00 X X 0 0 0 MARTHA-JEANNETTE RODRIGUEZ DIRECTOR 1.00 X 0 0 0 BRAD ROEDIGER DIRECTOR 1.00 X 0 0 0 MATT SCARR TREASURER 1.00 X X 0 0 0 ELI SPERRY DIRECTOR 1.00 X 0 0 0 RICHARD VALENTINE DIRECTOR 1.00 X 0 0 0 KAREN WENDELN VICE CHAIR 1.00 X X 0 0 0 FR LEN WENKE DIRECTOR 1.00 X 0 0 0 MICHAEL WHALEN DIRECTOR 1.00 X 0 0 0 LAURA ROESCH EXECUTIVE DIRECTOR 37.50 X 169994 0 17755 RONN HOFFMAN DIRECTOR OF FINANCE & ADMINISTRATION 37.50 X 92140 0 11096 262134 0 28851 1 0 1 0 SAFETY & SECURITY SOLUTIONS LLC DBA PLE 533 E STROOP RD KETTERING OH 45429 GUARDS AND SECURITY 142664 1 151105 254134 563689 28043160 4519727 1666024 33531815 PROGRAM SERVICE FEES 624100 269638 269638 269638 37291 37291 167880 168340 -460 -460 -460 112440 254134 115504 -3064 -3064 TRAINING WORKSHOPS 624100 7583 7583 7583 33842803 277221 0 33767 24428032 24428032 262134 262134 4777297 4154792 314772 307733 66652 48639 13867 4146 1126171 891166 185156 49849 410939 339774 45472 25693 23513 14415 9098 54999 42983 8595 3421 289535 243621 41005 4909 46836 42756 1628 2452 318346 173599 50501 94246 534848 464198 51462 19188 214900 186240 19945 8715 7960 7960 7488 7488 266281 212606 35139 18536 24223 20780 3443 LICENSES 114123 100262 13861 EQUIPMENT 23039 13971 8376 692 BANK FEES 20803 3451 17352 RECRUITMENT 11667 11667 15129 12927 2202 33044915 31405879 1099456 539580 4139497 4971882 1670234 1801329 871173 652853 69268 34581 9921604 2366637 7802205 7554967 1050871 1174416 354413 348804 15957661 16538832 2445730 2675388 302827 27081 139932 0 1057750 720731 3946239 3423200 X 10149973 11984602 1861449 1131030 12011422 13115632 15957661 16538832 X 797888 97699 208623 X X 0 1 X 1 1 1 X 26389858 25147534 22275166 30685653 33531815 138030026 26389858 25147534 22275166 30685653 33531815 138030026 138030026 33557 83684 129973 56673 37291 341178 138371204 1383137 0.99750 0.99750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 742115 742115 8270484 1817529 6452955 119160 119160 0 789845 429948 359897 7554967 UNDERFUNDED PENSION OBLIGATION 374176 SHORT TERM OPERATING LEASE LIBILITY 52855 SHORT TERM FINANCE LEASE LIBILITY 27953 LONG TERM OPERATING LEASE LIABILITY 156381 LONG TERM FINANCE LEASE LIABILITY 109366 720731 X 33940502 97699 97699 33842803 0 33842803 33253538 208623 208623 33044915 0 33044915 PART X, LINE 2: THE ORGANIZATION DETERMINES THE RECOGNITION OF UNCERTAIN TAX POSITIONS, IF APPLICABLE, THAT MAY SUBJECT THE ORGANIZATION TO UNRELATED BUSINESS INCOME TAX NECESSARY BY APPLYING A MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD AND DETERMINES THE MEASUREMENT OF UNCERTAIN TAX POSITIONS CONSIDERING THE AMOUNTS AND PROBABILITIES OF THE OUTCOMES THAT COULD BE REALIZED UPON ULTIMATE SETTLEMENT WITH TAX AUTHORITIES. THE ORGANIZATION DOES NOT HAVE ANY MATERIAL UNCERTAIN TAX POSITIONS, INCLUDING ANY POSITIONS THAT WOULD PLACE THE ORGANIZATION'S EXEMPT STATUS IN JEOPARDY AT DECEMBER 31, 2025. THE ORGANIZATION BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR TAX YEARS PRIOR TO 2022. JAZZ PARTY 275761 200561 75200 15304 41305 2100 17051 PAT RUPP GOLF EVENT 43236 18986 24250 1310 10120 8644 3162 1 44787 34587 10200 2123 8327 1500 1276 363784 254134 109650 1310 27547 58276 3600 21489 112222 -2572 0 FAMILY STABILIZATION SERVICES 13791 74275 1620460 VALUE PER POUND SET BY THE FOOD BANK FOOD AND GROCERY ITEMS GUARDIANSHIP SERVICES 156 4083 1763 FMV PROGRAM SUPPLIES HISPANIC OUTREACH 632 2053 13412 FMV PROGRAM SUPPLIES MOBILITY MANAGEMENT 148 870 0 CASH NEXT STEPS 93 53024 3067 FMV PROGRAM SUPPLIES PREGNANCY & PARENTING SUPPORT 630 9046 3859 FMV PROGRAM SUPPLIES PROFESSIONAL COUNSELING 215 10719 0 CASH REFUGEE SERVICES 418 332151 21458 FMV PROGRAM SUPPLIES SENIOR SERVICES 2185 22277792 0 CASH PART I, LINE 2 ASSISTANCE PROVIDED TO INCOME ELIGIBLE SENIORS AND OTHER INDIVIDUALS IN NEED OF SOCIAL SERVICES AND EMERGENCY ASSISTANCE. X X 0 0 0 0 0 0 0 0 0 LAURA ROESCH EXECUTIVE DIRECTOR 169994 0 0 0 0 0 0 0 17755 0 187749 0 0 0 PART I, LINE 3 THE BOARD OF DIRECTORS IS RESPONSIBLE FOR HIRING AND ESTABLISHING THE ANNUAL COMPENSATION (SALARY AND BENEFITS) OF THE CHIEF EXECUTIVE OF THE ORGANIZATION. THE ANNUAL PROCESS FOR DETERMINING THE APPROPRIATE COMPENSATION PACKAGE FOR THIS INDIVIDUAL INCLUDES DOCUMENTING A PERFORMANCE REVIEW, LINKING HIS OR HER MEASURABLE SUCCESS, EXPERIENCE AND PERFORMANCE WHILE ALSO REVIEWING COMPARABILITY DATA OF WHAT SIMILARLY-SIZED PEER ORGANIZATIONS, IN THE SAME GEOGRAPHIC LOCATION, OFFER THEIR SENIOR LEADERS TO ARRIVE AT A COMPENSATION PACKAGE THAT IS REASONABLE BUT NOT EXCESSIVE. ALTHOUGH THE DETAILED REVIEW PROCEDURES TAKE PLACE BY THE EXECUTIVE COMMITTEE, THE COMPENSATION PACKAGE IS APPROVED BY VOTE OF THE ENTIRE BOARD DURING THE APPROVAL OF ORGANIZATIONS BUDGET FOR THE NEXT FISCAL YEAR. X 44769 FAIR MARKET VALUE X 235 1620460 FAIR MARKET VALUE 0 1 0 PART I, LINE 19(B) NUMBER OF CONTRIBUTIONS RECEIVED FORM 990, PART V, LINE 1C: THE SIDNEY BRANCH OF THE ORGANIZATION HAS FILINGS FOR W-2'S AND 1099'S UNDER A SEPARATE EIN (31-1213535). FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THIS CORPORATION IS EX-OFFICIO THE ARCHBISHOP OF CINCINNATI OR HIS CANONICAL SUCCESSOR AS DETERMINED BY COMPETENT AUTHORITY IN THE ROMAN CATHOLIC CHURCH PURSUANT TO THE CODE OF CANON LAW. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER OF THIS CORPORATION SHALL BE EX-OFFICIO THE ARCHBISHOP OF CINCINNATI OR HIS CANONICAL SUCCESSOR AS DETERMINED BY COMPETENT AUTHORITY IN THE ROMAN CATHOLIC CHURCH PURSUANT TO THE CODE OF CANON LAW. THE ORGANIZATION HAS NO STOCKHOLDERS OR OTHER PERSONS THAT HAVE THE AUTHORITY TO ELECT OR APPOINT MORE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B THE GOVERNANCE DECISIONS OF THE ORGANIZATION RESERVED FOR THE SOLE MEMBER, THE ARCHBISHOP OF CINCINNATI OR HIS CANONICAL SUCCESSORS, ARE SPECIFIED IN THE CODE OF REGULATIONS (FORMERLY KNOWN AS BYLAWS OF THE ORGANIZATION), SECTION 2.3. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S DIRECTOR OF FINANCE AND ADMINISTRATION, CHIEF EXECUTIVE OFFICER, AND THE AUDIT COMMITTEE REVIEW THE FORM 990 AND RECOMMEND ITS SUBMISSION TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS APPROVES THE FILING OF THE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS. ALL NEW EMPLOYEES ARE REQUIRED TO SIGN CONFLICT OF INTEREST STATEMENTS AS PART OF THE ORIENTATION TRAINING. IT IS REQUIRED THAT THE CHIEF EXECUTIVE OFFICER BE NOTIFIED IF A CONFLICT OF INTEREST ARISES. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS IS RESPONSIBLE FOR HIRING AND ESTABLISHING THE ANNUAL COMPENSATION (SALARY AND BENEFITS) OF THE CHIEF EXECUTIVE OF THE ORGANIZATION. THE ANNUAL PROCESS FOR DETERMINING THE APPROPRIATE COMPENSATION PACKAGE FOR THIS INDIVIDUAL INCLUDES DOCUMENTING A PERFORMANCE REVIEW, LINKING HIS OR HER MEASURABLE SUCCESS, EXPERIENCE AND PERFORMANCE WHILE ALSO REVIEWING COMPARABILITY DATA OF WHAT SIMILARLY-SIZED PEER ORGANIZATIONS, IN THE SAME GEOGRAPHIC LOCATION, OFFER THEIR SENIOR LEADERS TO ARRIVE AT A COMPENSATION PACKAGE THAT IS REASONABLE BUT NOT EXCESSIVE. ALTHOUGH THE DETAILED REVIEW PROCEDURES TAKE PLACE BY THE EXECUTIVE COMMITTEE, THE COMPENSATION PACKAGE IS APPROVED BY VOTE OF THE ENTIRE BOARD DURING THE APPROVAL OF ORGANIZATIONS BUDGET FOR THE NEXT FISCAL YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF TIME AS SET FORTH IN THE INTERNAL REVENUE CODE SECTION 6104(D). FORM 990, PART XI, LINE 9: CHANGE IN NON-OPERATING PENSION OBLIGATION 208,623. FORM 990 PART XII, LINE 2C: THE ORGANIZATION'S COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.