2024-07-31T13:55:22-05:00 2023-12-31 310796034 FLAGEL HUBER FLAGEL 3400 SOUTH DIXIE DRIVE DAYTON OH 45439 990 2023-01-01 310536645 CATHOLIC SOCIAL SERVICES OF THE MIAMI VALLEY CATH 9372237217 922 WEST RIVERVIEW AVE DAYTON OH 454026424 LAURA J ROESCH CHIEF EXECUTIVE OFFICER 9372237217 2024-07-24 1 1 CHRISTOPHER C MCCASKEY P00183788 9372993400 2023 2024-08-08 14:25:15Z LAURA J ROESCH 922 WEST RIVERVIEW AVE DAYTON OH 454026424 24972294 0 0928 X WWW.CSSMV.ORG X 1967 OH TO PROVIDE SOCIAL SERVICES TO THOSE IN NEED IN THE MIAMI VALLEY REGION. 18 18 142 257 0 0 25147534 22275166 234572 298272 18455 11376 -38101 -14270 25362460 22570544 14636554 13909387 0 0 7566763 6834767 0 0 558393 1887834 2120484 24091151 22864638 1271309 -294094 15105872 15171158 3304612 3034987 11801260 12136171 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. 1 1 13531771 10543324 162619 PASSPORT/COMCARE/CARE COORDINATION & ASSISTED LIVING: IN PARTNERSHIP WITH THE STATE OF OHIO, CATHOLIC SOCIAL SERVICES OF THE MIAMI VALLEY (CSSMV) 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 2023, CSSMV STAFF ANSWERED MORE THAN 10,000 PHONE CALLS AND COMPLETED NEARLY 2,400 ASSESSMENTS. CSSMV CARE MANAGERS WORKED WITH AN AVERAGE OF 1,052 OLDER ADULTS EACH MONTH, CONTRACTING WITH OVER 130 PROVIDERS FOR DIRECT SERVICES. THE GOAL IS TO HELP CLIENTS AGE-IN-PLACE WITH AS MUCH INDEPENDENCE AND SELF-DETERMINATION AS POSSIBLE. 2364401 2143300 0 CSSMV'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 2023, THE PANTRY SERVED 6,277 UNDUPLICATED HOUSEHOLDS/FAMILIES, COMPRISING 13,405 UNDUPLICATED INDIVIDUALS. 2670872 1070076 0 AS AN AFFILIATE OF CATHOLIC CHARITIES USA AND THE US CONFERENCE OF CATHOLIC BISHOPS, CSSMV IS THE OFFICIAL PORTAL FOR REFUGEE RESETTLEMENT SERVICES IN THE DAYTON AREA. NEWLY ARRIVED REFUGEES RECEIVE SUPPORTIVE SERVICES FROM CSSMV'S REFUGEE RESETTLEMENT PROGRAM FOR PLACEMENT IN INITIAL FURNISHED HOUSING, A CULTURAL ORIENTATION OVERVIEW, EMPLOYMENT ASSISTANCE AND LINKAGE TO COMMUNITY RESOURCES SUCH AS REFERRALS TO ESOL SERVICES AND MEDICAL SERVICES. IN 2023, CSSMV RESETTLED 493 INDIVIDUALS, PRIMARILY FROM THE DEMOCRATIC REPUBLIC OF CONGO. THE AGENCY ALSO SUPPORTED 153 EMPLOYABLE HUMANITARIAN PAROLEES FROM UKRAINE AND HAITI WITH JOB PLACEMENT AND VOCATIONAL TRAINING. 2785688 152687 135653 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. 2785688 152687 135653 21352732 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 65 1 142 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 LAURA J ROESCH CEO 9372237217 922 WEST RIVERVIEW AVE DAYTON OH 454026424 JODY ARMSTRONG CHAIR 1.00 X X 0 0 0 BETH ESPOSITO DIRECTOR 1.00 X 0 0 0 MARTHA-JEANNETTE RODRIGUEZ DIRECTOR 1.00 X 0 0 0 CLIFF BISHOP DIRECTOR 1.00 X 0 0 0 ALLAN CRASTO DIRECTOR 1.00 X 0 0 0 MIA KERIVAN-O'MALLEY DIRECTOR 1.00 X 0 0 0 SR LINDA PLEIMAN TREASURER 1.00 X X 0 0 0 STEPHEN HALL SECRETARY 1.00 X X 0 0 0 BRAD ROEDIGER DIRECTOR 1.00 X 0 0 0 TIM PEPPER DIRECTOR 1.00 X 0 0 0 KAREN WENDELN DIRECTOR 1.00 X 0 0 0 RACHEL PRINDLE DIRECTOR 1.00 X 0 0 0 NORM SHEARER DIRECTOR 1.00 X 0 0 0 DENNIS PERCY DIRECTOR 1.00 X 0 0 0 ELI SPERRY DIRECTOR 1.00 X 0 0 0 BRIAN ANDERSON DIRECTOR 1.00 X 0 0 0 AMY RIEGEL VICE CHAIR 1.00 X X 0 0 0 FR LEN WENKE DIRECTOR 1.00 X 0 0 0 LAURA ROESCH CHIEF EXECUTIVE OFFICER 37.50 X 170830 0 11393 CARRIE CRAIG DIRECTOR OF FINANCE & ADMI 37.50 X 96906 0 9385 267736 0 20778 1 0 1 0 TRUCKTRAILERPRO CDL SCHOOL LLC 1602 VALLEY ST DAYTON OH 45404 CDL TRAINING COURSES 301900 1 143772 308743 436886 17454078 3931687 2166957 22275166 PROGRAM SERVICE FEES 624100 298272 298272 298272 129973 129973 2148340 2266937 -118597 -118597 -118597 112520 308743 134813 -22293 -22293 TRAINING WORKSHOPS 624100 8023 8023 8023 22570544 306295 0 -10917 13909387 13909387 267736 267736 5319495 4716168 256078 347249 53073 37607 12894 2572 867875 709009 121730 37136 326588 272479 36854 17255 12159 5963 6196 36689 19312 17377 765296 700546 53111 11639 5739 5739 287695 137483 59618 90594 344351 303673 29125 11553 245044 211561 11210 22273 7489 7489 147501 130667 15122 1712 18042 14473 3569 MISCELLANEOUS 63965 42840 10454 10671 LICENSES 58955 57981 974 EQUIPMENT 55482 47102 8380 BANK FEES 34688 4078 30610 37389 32403 4986 22864638 21352732 953513 558393 5614591 2122677 3971321 3280147 500929 544594 62177 64240 8409912 2279338 2704395 6130574 2166454 2828401 86005 200525 15105872 15171158 1453232 1530172 174937 44081 359129 240730 1317314 1220004 3304612 3034987 X 4116699 8329923 7684561 3806248 11801260 12136171 15105872 15171158 X -294094 417222 211783 X X 0 1 X 1 1 1 X 4612058 22520738 26389858 25147534 22275166 100945354 4612058 22520738 26389858 25147534 22275166 100945354 55657 100889697 21782 16572 33557 83684 129973 285568 101230922 17917302 0.99660 0.99290 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 532843 532843 3241379 1732350 1509029 119160 119160 0 724577 361350 363227 3791953 66478 3725475 6130574 UNDERFUNDED PENSION OBLIGATION 1019567 SHORT TERM LEASE LIBILITY 70161 LONG TERM LEASE LIABILITY 130276 1220004 X 22987766 417222 417222 22570544 0 22570544 22864638 0 22864638 0 22864638 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, 2023. THE ORGANIZATION BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR TAX YEARS PRIOR TO 2020. JAZZ PARTY 263552 198802 64750 14119 36581 4000 8851 PAT RUPP GOLF EVENT 70620 42120 28500 420 13200 11609 9391 2 87091 67821 19270 9679 16312 6413 4238 421263 308743 112520 420 36998 64502 10413 22480 134813 -22293 0 FAMILY STABILIZATION 254 50474 CASH FOOD PANTRY 13405 2143300 VALUE PER POUND SET BY THE FOOD BANK FOOD REFUGEE SERVICES 741 1070076 CASH PREGNANCY & PARENTING SUPPORT 289 46961 CASH SENIOR SERVICES 2381 10543324 CASH PROFESSIONAL COUNSELING 274 6058 CASH ERMA'S HOUSE 1273 CASH GUARDIANSHIP SERVICES 170 1829 CASH NEXT STEPS 85 33766 CASH HISPANIC OUTREACH 120 10258 CASH MOBILITY MANAGEMENT 319 2068 PART I, LINE 2 ASSISTANCE PROVIDED TO INCOME ELIGIBLE SENIORS AND OTHER INDIVIDUALS IN NEED OF SOCIAL SERVICES AND EMERGENCY ASSISTANCE. 0 0 0 0 0 0 0 0 0 LAURA ROESCH CHIEF EXECUTIVE OFFICER 170830 0 0 0 0 0 0 0 11393 0 182223 0 0 0 X 58069 FAIR MARKET VALUE X 235 2108888 FAIR MARKET VALUE 0 1 0 FORM 990, PART III, LINE 2 THE HISPANIC OUTREACH PROGRAM PROVIDES INDIVIDUALIZED SOCIAL SERVICE SUPPORT, SHORT-TERM RESOURCE AND REFERRALS, AND ONGOING CASE MANAGEMENT TO SPANISH SPEAKING FAMILIES IN THE GREATER DAYTON COMMUNITY. PROGRAM STAFF ARE ACTIVELY INVOLVED IN OUTREACH ACTIVITIES INCLUDING NEIGHBORHOOD EVENTS, PARTICIPATION IN HEALTH FAIRS AND COMMUNITY ACTIVITIES, AND NEIGHBORHOOD CANVASSING TO BETTER EDUCATE THE HISPANIC/LATINO POPULATION ON AVAILABLE SERVICES, IDENTIFY NEEDS, AND ENGAGE HISPANIC/LATINO FAMILIES IN SUPPORT SERVICES. 120 FAMILIES WERE SERVED IN 2023. FORM 990, PART III, LINE 3 THE LONG TERM RECOVERY PROGRAM FOR VICTIMS OF THE 2019 MEMORIAL DAY TORNADOES HAS ENDED AFTER ACHEIVING THE GOALS OF THE PROGRAM. 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 BEFORE IT IS FILED. AFTER THEIR REVIEW A COPY IS PROVIDED TO THE BOARD. 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 211,783. 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.