2023-11-09T13:05:09-06:00 2022-12-31 351178661 BLUE & CO LLC 9200 WORTHINGTON RD STE 200 WESTERVILLE OH 43082 990 2022-01-01 314379437 CATHOLIC SOCIAL SERVICES INC CATH 6142215891 197 E GAY ST 2ND FLOOR COLUMBUS OH 43215 S KELLEY HENDERSON PRESIDENT & CEO 6142215891 2023-11-09 1 S KELLEY HENDERSON 999009999 0 EMILIE M KNIERIEM CPA P01330194 6148852583 2023-11-09 0 AAL1 IAL1 2022 2023-04-26 12:10:37Z S KELLEY HENDERSON 197 E GAY ST 2ND FLOOR COLUMBUS OH 43215 9016374 0 X HTTP://COLSCSS.ORG X 1966 OH SEE SCHEDULE O 24 24 97 255 0 0 5810345 7042563 445674 530407 535003 173897 -49152 30303 6741870 7777170 600771 988146 0 0 3814000 4067388 0 0 290017 2143352 2574603 6558123 7630137 183747 147033 14890885 13674996 2164861 2468198 12726024 11206798 X MOTIVATED BY FAITH, CATHOLIC SOCIAL SERVICES HELPS POOR AND VULNERABLE SENIORS AND FAMILIES REACH THEIR POTENTIAL. 0 0 654742 SETON SERVICE COORDINATION: OUR SERVICE COORDINATORS HELP LOW-INCOME SENIORS LIVE INDEPENDENTLY AND REMAIN IN THEIR HOMES BY LINKING THEM WITH NEEDED RESOURCES. CSS HAS A SERVICE COORDINATOR AT EACH OF THE 13 DIOCESAN-OWNED SETON SQUARE SENIOR HUD AFFORDABLE HOUSING COMMUNITIES, WHERE THEY ASSIST RESIDENTS. OUR SERVICE COORDINATORS PROVIDE ASSISTANCE WHEN SENIORS ARE CONFRONTED BY NEW CHALLENGES SUCH AS MEDICAL OR HEALTH ISSUES, TAX LAWS OR BENEFITS, OR TECHNOLOGICAL HURDLES BEYOND THEIR SKILL LEVEL. THIS INTERVENTION INCREASES SENIORS' QUALITY OF LIFE AND ALLOWS THEM TO CONTINUE LIVING IN THEIR HOMES WITH CONFIDENCE. 625404 SENIOR COMPANION PROGRAM: THIS PROGRAM ADDRESSES TWO SPECIFIC ISSUES WITHIN THE SENIOR POPULATION IN FRANKLIN AND DELAWARE COUNTIES: 1) LONELINESS AND ISOLATION AND 2) UNDERUSE OF RESOURCES ACTIVE SENIORS HAVE TO GIVE. THE PROGRAM ENGAGES TWO DIFFERENT POPULATIONS OFSENIORS: HOMEBOUND SENIORS AND ACTIVE, LOWINCOME SENIORS. SENIOR COMPANIONS, ALL OF WHOM QUALIFY AS LOW-INCOME, RECEIVE STIPENDS AND TRAVEL REIMBURSEMENT TO VISIT HOMEBOUND SENIORS FOR 15+ HOURS A WEEK. THEY PROVIDE NEEDED SOCIALIZATION AND NONMEDICAL ASSISTANCE SO CLIENTS CAN REMAIN INDEPENDENT IN THEIR HOMES. THE PROGRAM HELPS BOTH GROUPS STAY CONNECTED AND RETAIN THEIR INDEPENDENCE. 1471344 854846 POVERTY REDUCTION: CATHOLIC SOCIAL SERVICES RAISES AWARENESS OF THE REALITY OF POVERTY IN OUR AREA AND BUILDS PARTNERSHIPS WITH OTHER ORGANIZATIONS TO PROVIDE A GREATER SERVICE TO THE COMMUNITY. CSS HOSTS LUNCHEONS AND MEETINGS WITH STAKEHOLDERS TO SHARE INFORMATION ON AVAILABLE SERVICES, COMMUNITY NEEDS, AND POSSIBLE COLLABORATIVE EFFORTS. CSS ALSO HOSTS INFORMATIONAL SESSIONS TO MOTIVATE PEOPLE TO CARE FOR THE POOR AND TO INVITE THEM TO GET INVOLVED IN OPPORTUNITIES TO IMPROVE THE COMMUNITY. 3253872 133300 530407 1. OUR LADY OF GUADALUPE CENTER: THIS CENTER WORKS TO REDUCE POVERTY THROUGH ITS MANY PROGRAMS IN THE RAPIDLY GROWING HISPANIC POPULATION IN CENTRAL OHIO. THE GUADALUPE CENTER HAS GROWN WITH THE HISPANIC COMMUNITY IN OUR REGION TO RESPOND TO THEIR UNIQUE CHALLENGES OF IMMIGRATION AND POVERTY, INCLUDING LACK OF ACCESS TO BASIC NEEDS AND SOCIAL SUPPORT, LANGUAGE AND DISCRIMINATORY BARRIERS, IMMIGRATION BARRIERS, ETC. THE GUADALUPE CENTER OPENED AS A FOOD PANTRY IN 1999 ON COLUMBUS' WEST SIDE, NEAR THE LARGEST CONCENTRATION OF VULNERABLE HISPANICS. IN 2017, THE GUADALUPE CENTER MOVED INTO A NEW, LARGER FACILITY AND EXPANDED OUR PURPOSE: THE OUR LADY OF GUADALUPE CENTER IS THE PLACE TO BE FOR HISPANIC FAMILIES WHO WANT TO REALIZE THEIR AMERICAN DREAM. THROUGH PROGRAMS AND SERVICES, THE GUADALUPE CENTER PROVIDES A WELCOMING ENVIRONMENT WITHIN WHICH TO BUILD COMMUNITY, STRENGTHEN FAMILY, IMPROVE ECONOMIC STATUS, AND PROMOTE HEALTH AND WELL-BEING. BASED ON OUR NEW PURPOSE, OUR THEORY OF CHANGE IS: - IF WE PROVIDE OUR CLIENTS WITH A SAFE, SUPPORTIVE ENVIRONMENT AND HELP THEM GET RESOURCES TO COVER THEIR BASIC NEEDS, LEARN NEW SKILLS, AND ACCESS OPPORTUNITIES, - THEN THEY WILL DEVELOP AN INCREASED SENSE OF BELONGING, IMPROVE THEIR QUALITY OF LIFE AND WELL-BEING, AND REACH THEIR GOALS FOR A BETTER LIFE. SINCE 2017, THE GUADALUPE CENTER HAS BEEN ON AN AGGRESSIVE GROWTH TRAJECTORY. THE CENTER OFFERS ENGLISH AS A SECOND LANGUAGE (ESL) CLASSES, CITIZENSHIP READINESS CLASSES, ON-SITE WELLNESS CHECKS AND REFERRALS, A FOOD PANTRY, EMERGENCY FINANCIAL ASSISTANCE, COMMUNITY AND WELLNESS EVENTS, CASE MANAGEMENT, LEGAL IMMIGRATION COUNSELING AND REPRESENTATION, WORKFORCE DEVELOPMENT, AND JOB REFERRALS. THESE SERVICES ARE PROVIDED BY STAFF, VOLUNTEERS AND ON-SITE PARTNERS.2. PAYEE SERVICES: THIS PROGRAM PROVIDES INDIVIDUALIZED FINANCIAL MANAGEMENT TO SENIORS, COURT-ORDERED AND/OR FORMERLY INCARCERATED INDIVIDUALS, AND PEOPLE WITH DISABILITIES WHO ARE UNABLE TO MANAGE THEIR FINANCES. THROUGH THIS PROGRAM, CSS HELPS PROTECT PEOPLE WHO ARE OFTEN FINANCIALLY EXPLOITED BY HELPING THEM UNDERSTAND AND MEET THEIR FINANCIAL OBLIGATIONS. WE USE CLIENTS' INCOME TO PAY THEIR BILLS FOR THEM SO THEIR BASIC NEEDS ARE COVERED, THEN GIVE THEM THE MONEY LEFT OVER TO USE AT THEIR DISCRETION.3. SUPPORTIVE SERVICES: THROUGH THE SUPPORTIVE SERVICES PROGRAM, CSS REMOVES BARRIERS FOR LOW-INCOME SENIORS WHO NEED ASSISTANCE TO MAINTAIN THEIR INDEPENDENCE AND REMAIN SAFELY IN THEIR OWN HOMES. OUR LICENSED SOCIAL WORKERS PROVIDE INDIVIDUALIZED CARE AND CASE MANAGEMENT TO OLDER ADULTS AND THEIR FAMILIES BY HELPING SENIORS NAVIGATE THEIR BENEFITS, LOCATE TRANSPORTATION SERVICES, SCHEDULE MEDICAL APPOINTMENTS, MANAGE FINANCES, FIND APPROPRIATE HOUSING, AND MORE. WE PROVIDE IN-HOME CARE FOR THIS OFTEN HOMEBOUND POPULATION, WHICH IS ESPECIALLY NECESSARY IN RURAL COUNTIES WHERE SENIORS HAVE EVEN MORE BARRIERS TO ACCESSING CARE.4. FOSTER GRANDPARENT PROGRAM: FOSTER GRANDPARENT IS A DUAL-BENEFICIARY PROGRAM WITH A TWO-FOLD OBJECTIVE: 1) TO HELP CHILDREN BE PREPARED FOR AND DO BETTER IN SCHOOL AND 2) TO GIVE LOW-INCOME SENIORS AN OPPORTUNITY TO SUPPLEMENT THEIR INCOMES, COMBAT ISOLATION, AND HAVE A MEANINGFUL WAY TO USE THEIR SKILLS TO CONTRIBUTE TO THE COMMUNITY. THROUGH THIS PROGRAM, LOW-INCOME, ACTIVE SENIORS TUTOR AT-RISK YOUTH IN AREA SCHOOLS AND HEAD START PROGRAMS AND RECEIVE A STIPEND FOR THEIR WORK.5. TRANSPORTATION SERVICES: THIS PROGRAM PROVIDES DOOR-TO-DOOR TRANSPORTATION FOR LICKING COUNTY SENIORS AND VETERANS TO GET TO NON-EMERGENCY MEDICAL APPOINTMENTS ANYWHERE IN THE STATE OF OHIO PROVIDING CLIENTS ACCESS TO HEALTHCARE TO WHICH THEY OTHERWISE COULD NOT, THUS IMPROVING OVERALL HEALTH AND WELLBEING.6. STAY THE COURSE: LAUNCHED IN PARTNERSHIP WITH COLUMBUS STATE COMMUNITY COLLEGE IN THE FALL OF 2019, STAY THE COURSE (STC) EQUIPS LOW-INCOME COMMUNITY COLLEGE STUDENTS WITH A COMPREHENSIVE SUPPORT SYSTEM THAT HELPS PROVIDE A REALISTIC PATH TO COLLEGE COMPLETION. STC GIVES STUDENTS FACING UNEQUAL BARRIERS TO COLLEGE SUCCESS THE SUPPORTIVE SERVICES THEY NEED TO EARN DEGREES, WHICH LEADS TO BETTER JOBS AND HIGHER EARNINGS, ULTIMATELY HELPING TO BREAK THE CYCLE OF GENERATIONAL POVERTY. STC IS AN INNOVATIVE, EVIDENCE-BASED PROGRAM PROVEN TO IMPROVE COLLEGE PERSISTENCE AND COMPLETION AMONG LOW-INCOME COMMUNITY COLLEGE STUDENTS BY ADDRESSING NON-ACADEMIC BARRIERS, SUCH AS HOUSING INSTABILITY AND WORKPLACE OR FAMILY ISSUES. THROUGH STC, CSS PROVIDES INDIVIDUALIZED CASE MANAGEMENT (MENTORING, COACHING, REFERRALS, ETC.) AND STRATEGIC EMERGENCY FINANCIAL ASSISTANCE. THIS COMBINATION HAS PROVEN EFFECTIVE FOR IMPACTING LOW-INCOME STUDENTS WHO HAVE THE WORK EFFORT AND WILL TO ACHIEVE A COLLEGE DEGREE, BUT WHO START COLLEGE AT A DISADVANTAGE. WITH REPLICATION FIDELITY TO THE PROVEN PROGRAM MODEL ORIGINALLY DEVELOPED BY CATHOLIC SOCIAL SERVICES FORT WORTH, STC CONTRIBUTES TO CLOSING THE OPPORTUNITY GAP. 7. MONEY MANAGEMENT: THROUGH OUR MONEY MANAGEMENT PROGRAM, CSS ASSISTS LOW-INCOME SENIORS WHO HAVE DIFFICULTY MANAGING THEIR FINANCES. SOCIAL WORKERS HELP CLIENTS MANAGE THEIR OWN FINANCES BY HELPING THEM PREPARE MONTHLY BUDGETS, PAY THEIR BILLS, DEPOSIT CHECKS, MAKE CONNECTIONS WITH FINANCIAL AND LEGAL RESOURCES, AND PREPARE FOR LONG-TERM NEEDS SO THEY CAN REMAIN INDEPENDENT. 3253872 133300 530407 6005362 1 1 0 0 0 0 0 0 1 1 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 1 0 0 0 1 190 0 1 97 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 24 24 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X X X NICHOLAS BORCHERS 6142215891 197 E GAY ST 2ND FLOOR COLUMBUS OH 43215 PATTY HILL-CALLAHAN CHAIR 2.00 0.00 X X 0 0 0 ANGELA SAVINO VICE CHAIR 2.00 0.00 X X 0 0 0 MARK HUDDY SECRETARY 1.00 0.00 X X 0 0 0 JEFF POWELL TREASURER 1.00 0.00 X X 0 0 0 JOSEPH MILLER BOARD MEMBER 1.00 0.00 X 0 0 0 DR MARY ANN ABRAMS BOARD MEMBER 1.00 0.00 X 0 0 0 HEIDIE COTEY BOARD MEMBER 1.00 0.00 X 0 0 0 KLAUS DIEM BOARD MEMBER 1.00 0.00 X 0 0 0 PAUL DO FORNO BOARD MEMBER 1.00 0.00 X 0 0 0 KIM DORNIDEN BOARD MEMBER 1.00 0.00 X 0 0 0 BRIAN ELLIOT BOARD MEMBER 1.00 0.00 X 0 0 0 COLE ELLIS BOARD MEMBER 1.00 0.00 X 0 0 0 JOE HAYEK BOARD MEMBER 1.00 0.00 X 0 0 0 TOM HEISE BOARD MEMBER 1.00 0.00 X 0 0 0 ERIN HERBST BOARD MEMBER 1.00 0.00 X 0 0 0 KATIE GRAYEM BOARD MEMBER 1.00 0.00 X 0 0 0 DR SEAN LANSING BOARD MEMBER 1.00 0.00 X 0 0 0 JIM NEGRON BOARD MEMBER 1.00 0.00 X 0 0 0 FR VINCE NGUYEN BOARD MEMBER 1.00 0.00 X 0 0 0 ERIN SHANNON BOARD MEMBER 1.00 0.00 X 0 0 0 JOHN TORTORA BOARD MEMBER 1.00 0.00 X 0 0 0 JOHN WOODS BOARD MEMBER 1.00 0.00 X 0 0 0 ADAM ZALLER BOARD MEMBER 1.00 0.00 X 0 0 0 PAUL HELLER BOARD MEMBER 1.00 0.00 X 0 0 0 NATALIE MCCORD BOARD MEMBER PARTIAL TERM 1.00 0.00 X 0 0 0 ROBERT TONY RUSCILLI JR BOARD MEMBER PARTIAL TERM 1.00 0.00 X 0 0 0 RACHEL LUSTIG PRESIDENT & CEO 44.00 0.00 X 203705 0 17354 AMY VANDYKE VICE PRESIDENT 41.00 0.00 X 118038 0 31911 JERAD LEE WOOD SECRETARY 37.50 0.00 X 16493 0 5454 NICHOLAS BORCHERS TREASURER 43.00 0.00 X 113178 0 34723 NAZREE GORE TREASURER PARTIAL TERM 43.00 0.00 X 21071 0 3506 472485 0 92948 3 0 1 0 ROBERT HALF 12400 COLLECTIONS CENTER DR CHICAGO IL 60693 STAFFING AGENCY 219107 CREATIVE FINANCIAL SOLUTIONS PO BOX 95111 CHICAGO IL 60694 STAFFING AGENCY 141598 2 220101 92000 100000 3874772 2755690 50740 7042563 SERVICE FEES 624100 530407 530407 530407 186964 186964 1051363 1064430 -13067 -13067 -13067 205061 92000 174774 30287 30287 MISCELLANEOUS INCOME 900099 16 16 16 7777170 530407 0 204200 988146 988146 565420 471402 64004 30014 2599880 2167570 294301 138009 58215 55125 3090 597141 525480 39963 31698 246732 202238 31397 13097 40121 9417 29570 1134 76677 17997 56512 2168 554967 130258 409018 15691 46047 13054 30495 2498 301563 238027 53249 10287 271806 63796 200325 7685 256747 206529 39822 10396 232083 230196 1348 539 159408 134005 14280 11123 739 242 446 51 250388 231148 8256 10984 VOLUNTEER EXPENSES 340740 340331 409 MEMBERSHIP DUES 23851 20108 2495 1248 19466 15418 3743 305 7630137 6005362 1334758 290017 1942930 800 1967519 3373952 518130 859130 480755 600638 99104 71984 110369 2538909 1648490 721817 890419 9088646 7710388 0 129300 14890885 13674996 457968 445348 46388 1706893 1809143 0 167319 2164861 2468198 X 5611714 4825168 7114310 6381630 12726024 11206798 14890885 13674996 X 147033 -1353371 -312888 X 0 1 X 1 1 1 X 4769225 5398148 6698837 5810345 7042563 29719118 4769225 5398148 6698837 5810345 7042563 29719118 29719118 125409 131583 167096 202952 186964 814004 949 9876 8074 16 18915 30552037 2593332 0.97270 0.97280 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2018 AMOUNT: $ 0. 2019 AMOUNT: $ 949. 2020 AMOUNT: $ 9,876. 2021 AMOUNT: $ 8,074. 2022 AMOUNT: $ 16. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1999503 190360 1809143 1 7103189 31533 -1092284 282205 5760233 6703341 48068 774989 269320 153889 7103189 6338323 2300 691368 328650 6703341 5877247 6195 839488 384607 6338323 6459989 24672 -400215 207199 5877247 1.00000 1 0 157088 21471 135617 1123972 1105631 18341 1257849 521388 736461 890419 OTHER LIABILITIES 28735 RIGHT OF USE LIABILITIES 138584 167319 X 6393776 -1353371 48887 -1304484 7698260 76677 2233 78910 7777170 7913002 48887 312888 361775 7551227 76677 2233 78910 7630137 PART X, LINE 2: ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2022 AND 2021, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURES IN THE ACCOMPANYING FINANCIAL STATEMENTS. PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -8,975. EXPENSES NETTED WITH REVENUE ON AUDITED FINANCIAL STATEMENTS 11,208. PART XII, LINE 2D - OTHER ADJUSTMENTS: WRITE-OFF OF PLEDGES UNCOLLECTED 312,888. PART XII, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -8,975. EXPENSES NETTED WITH REVENUE ON AUDITED FINANCIAL STATEMENTS 11,208. PART IV, LINE 1B CSS HELPS ITS CLIENTS BY MANAGING THEIR FINANCES FOR DAILY NEEDS, PRIMARILY IN THE FORM OF PAYING BILLS. PART IV, LINE 2B PAYEE SERVICES PROGRAM CUSTODIAL FUNDS. PART V, LINE 4 ENDOWMENT FUND ASSETS ARE USED PRIMARILY TO PROVIDE FOR HOUSING SERVICES, SERVICES FOR SENIORS, AND TO PROVIDE ASSISTANCE FOR PROGRAMS THAT IMPACT INFANTS, YOUNG CHILDREN AND THEIR MOTHERS. BREAKFAST WITH THE BISHOP 93285 26000 67285 19378 6630 20466 SPIRIT OF HOPE 169135 53000 116135 17925 35510 39545 2 34641 13000 21641 4738 8976 21606 297061 92000 205061 42041 44486 6630 81617 174774 30287 1 UTILITY ASSISTANCE 322 54127 N/A N/A RENT/HOUSING ASSISTANCE 346 838068 N/A N/A FOOD ASSISTANCE 135 77981 N/A N/A MATERIALS/SUPPLIES 63 15790 N/A N/A TRANSPORTATION 7 2180 N/A N/A PART I, LINE 2: THE ORGANIZATION PAYS CERTAIN ASSISTANCE TO THE PROVIDERS, RATHER THAN THE RECIPIENTS. X X X 0 0 0 0 0 0 0 0 0 RACHEL LUSTIG PRESIDENT & CEO 173345 0 30000 0 360 0 6150 0 11204 0 221059 0 0 0 X 2 45740 FMV X OTHER 3 5000 COST 0 0 1 0 PART 1, COLUMN (B) THE AMOUNT REPORTED IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTORS DURING 2022 FORM 990, PART 1, LINE 1 FOR MORE THAN 77 YEARS, CSS HAS BEEN CONNECTING PEOPLE TO PROVEN SOLUTIONS THAT ALLOW THEM TO STABILIZE THEIR LIVES, OVERCOME SETBACKS, AND REALIZE THEIR FULLEST POTENTIAL. IN 2022, CATHOLIC SOCIAL SERVICES SERVED 13,000 PEOPLE HELPING VULNERABLE SENIORS AGE WITH GRACE AND INDEPENDENCE AND HELPING WORKING-POOR FAMILIES OVERCOME SETBACKS. USING OUR PROVEN PROCESS, WE PROVIDE THE RESOURCES AND SUPPORT TO HELP THEM BREAK THE CYCLE OF POVERTY AND REACH THEIR GOALS IN LIFE. OUR PROVEN PROCESS MEETS PEOPLE WHEREVER THEY ARE AND GUIDES THEM THROUGH OUR THREE PHASES OF SERVICE, AT A PACE THAT WORKS BEST FOR THEM. 1. BUILD TRUST: WITHOUT TRUST, IT'S IMPOSSIBLE TO HELP A PERSON, MUCH LESS REALIZE THEIR FULLEST POTENTIAL. WE BUILD TRUST BY MEETING PEOPLE WHEREVER THEY ARE EMOTIONALLY, PHYSICALLY, AND SPIRITUALLY AND BY TREATING THEM WITH RESPECT AND DIGNITY. WE OFFER THEM COMPASSIONATE SERVICE WITHOUT JUDGMENT OR FEAR, AND WE HONOR THEIR HUMANITY. WHEN WE INTERACT WITH OUR CLIENTS, WE WANT THEM TO FEEL SAFE AND AUTONOMOUS. 2. STABILIZE THE SITUATION: ONCE WE'VE BUILT TRUST WITH A CLIENT, WE CONNECT THEM TO RESOURCES TO HELP THEM OVERCOME THEIR OBSTACLES AND STABILIZE THEIR SITUATION. OBSTACLES CAN RANGE FROM FOOD INSECURITY TO LANGUAGE BARRIERS TO ISOLATION. WHATEVER THE CHALLENGE, WHEN CLIENTS ARE EXPERIENCING A CRISIS, THEY OFTEN NEED TO ADDRESS ONE BIG ISSUE TO GIVE THEM THE ABILITY TO TAKE ON SMALLER ONES. THIS STABILIZATION PHASE OFTEN GIVES OUR CLIENTS CONFIDENCE AND DETERMINATION TO OVERCOME LIFE'S CHALLENGES IN THE FUTURE. 3. REACH GOALS: HAVING BUILT A TRUSTING RELATIONSHIP WITH OUR CLIENTS AND STABILIZED THEIR SITUATION, WE HELP THEM TAKE THE NEXT STEP FORWARD. WE WORK WITH OUR CLIENTS AND TALK ABOUT WHAT THEY WANT OUT OF LIFE. WE LAY OUT ACTION PLANS AND GIVE THEM A CLEAR VIEW OF THE LIFE THEY WANT TO LIVE. BY THE TIME OUR CLIENTS REACH THIS PHASE, THEY HAVE LEARNED IMPORTANT LIFE SKILLS AND HABITS TO MAKE AUTONOMOUS, PRODUCTIVE DECISIONS. MANY OF OUR CLIENTS LIVE WITHIN A THIN MARGIN OF ERROR. ONE UNPREDICTABLE OBSTACLE QUICKLY SPIRALS INTO ANOTHER, AND BEFORE THEY CAN REACT, THEY'RE DEALING WITH A FULL-BLOWN CRISIS. AT CATHOLIC SOCIAL SERVICES, WE HELP PEOPLE OVERCOME OBSTACLES AND AVOID HAVING THEIR CHALLENGES COMPOUND, GETTING THEM BACK ON TRACK TO REACHING THEIR GOALS. FORM 990, PART VI, SECTION A, LINE 6 CATHOLIC SOCIAL SERVICES, INC IS INCORPORATED IN THE STATE OF OHIO AS A SOLE MEMBER NONPROFIT 501(C)(3) CORPORATION. THE SOLE MEMBER OF CATHOLIC SOCIAL SERVICES, INC. IS THE DIOCESAN CHARITIES MEMBERSHIP CORPORATION, ALSO INCORPORATED AS A NONPROFIT 501(C)(3) CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A THE DIOCESAN CHARITIES MEMBERSHIP CORPORATION, AS THE SOLE MEMBER OF CATHOLIC SOCIAL SERVICES, INC. HAS APPROVAL AUTHORITY OVER MEMBERSHIP OF THE BOARD OF DIRECTORS OF CATHOLIC SOCIAL SERVICES, INC. FORM 990, PART VI, SECTION A, LINE 7B BESIDES APPROVAL OF MEMBERSHIP TO THE CATHOLIC SOCIAL SERVICES INC'S BOARD OF DIRECTORS, THE DIOCESAN CHARITIES MEMBERSHIP CORPORATION HAS RESERVED POWERS OVER ANY SIGNIFICANT DECISIONS REGARDING ORGANIZATIONAL CHANGES SUCH AS ACQUISITION OF DEBT. FORM 990, PART VI, SECTION B, LINE 11B THE COMPLETED FORM 990 WAS REVIEWED BY THE PRESIDENT AND TREASURER, THE FINANCE COMMITTEE AND THEN THE FULL CSS BOARD. INPUT AS TO THE COMPLETENESS AND ACCURACY WAS SOLICITED FROM ALL AND INCORPORATED INTO THE FINAL DOCUMENT THAT WAS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, IN ACCORDANCE WITH THE AGENCY'S CONFLICT OF INTEREST POLICY, BOARD MEMBERS ARE REQUIRED TO REVIEW THE POLICY AND SIGN A FORM INDICATING EITHER NO CONFLICT OR IDENTIFYING AND EXPLAINING A CONFLICT IF ONE EXISTS. IF A CONFLICT OF INTEREST IS DETERMINED TO EXIST, POTENTIAL REMEDIES ARE REVIEWED BY THE CEO AND BOARD CHAIR. ALL REMEDIES ARE DOCUMENTED AND SIGNED BY THE CEO, BOARD CHAIR AND IDENTIFIED BOARD MEMBER. SHOULD A MATTER COME BEFORE THE BOARD WHERE A CONFLICT EXISTS FOR ONE OR MORE BOARD MEMBERS, THE CONFLICT IS IDENTIFIED AND THOSE MEMBERS DO NOT PARTICIPATE IN THE VOTE. FORM 990, PART VI, SECTION B, LINE 15 ALL CSS STAFF, INCLUDING THE CEO AND DIRECT REPORTS, ARE EVALUATED EVERY TWO YEARS USING COMPARATIVE DATA FROM A SALARY SURVEY CONDUCTED EVERY TWO YEARS BY THE OHIO ASSOCIATION OF NONPROFIT ORGANIZATIONS, THAT INCLUDES INFORMATION SPECIFIC TO OHIO. IN ADDITION, THE HR COMMITTEE OF THE BOARD OF DIRECTORS REVIEWED THE 990 FILINGS OF SEVERAL LOCAL NONPROFIT ORGANIZATIONS AND LEARNED THAT AGENCY SALARY RANGES WERE COMPETITIVE FOR THE CEO. IN ESTABLISHING THE SALARY LEVEL FOR THE CEO, SPECIFIC OBJECTIVES ARE SET AT THE BEGINNING OF EACH YEAR WITH THE BOARD OF DIRECTORS. EACH YEAR, THE CEO SUBMITS A WRITTEN EVALUATION OF HIS/HER PERFORMANCE VERSUS THOSE OBJECTIVES. THE BOARD CHAIR SOLICITS INPUT FROM CSS' EXECUTIVE COMMITTEE AFTER WHICH THE CHAIR AND VICE-CHAIR FINALIZE THE CEO'S EVALUATION. AN ANNUAL MERIT INCREASE IS THEN CONSIDERED BASED ON THE CEO'S PERFORMANCE AGAINST THE OBJECTIVES. THE FINAL SALARY IS RECOMMENDED BY THE BOARD CHAIR AND VICE-CHAIR, REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE, AND DOCUMENTED IN THE MINUTES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, THE ANNUAL (AUDITED) FINANCIAL STATEMENTS AND THE FORM 990 ARE AVAILABLE UPON REQUEST. FORM 990, PART XI, LINE 9: WRITE-OFF OF PLEDGES UNCOLLECTED -312,888. FORM 990, PART XI, LINE 9, OTHER CHANGES IN NET ASSETS THE BAD DEBT EXPENSE REPRESENTS OUTSTANDING PLEDGES FROM THE PAST SEVERAL YEARS WHERE MANAGEMENT NO LONGER EXPECTS TO COLLECT PAYMENT. MOVING FORWARD MANAGEMENT INTENDS TO ASSESS COLLECTABILITY OF OUTSTANDING PLEDGES ANNUALLY. SETON SQUARE DOVER II INC 198 E BROAD ST COLUMBUS OH 43215 311318580 SENIOR HOUSING OH 501(C)(3) LINE 11 DIOCESAN CHARITIES MEMBERSHIP CORPORATION 0 ST VINCENT FAMILY SERVICES INC 1490 E MAIN ST COLUMBUS OH 43205 314379572 SOCIAL SERVICES OH 501(C)(3) LINE 7 DIOCESAN CHARITIES MEMBERSHIP CORPORATION 0 ST STEPHEN COMMUNITY SERVICES INC 1500 E 17TH AVE COLUMBUS OH 43219 314379568 SOCIAL SERVICES OH 501(C)(3) LINE 7 DIOCESAN CHARITIES MEMBERSHIP CORPORATION 0 SETON SQUARE INC 198 E BROAD ST COLUMBUS OH 43215 311078676 SENIOR HOUSING OH 501(C)(3) LINE 11 DIOCESAN CHARITIES MEMBERSHIP CORPORATION 0 SETON SQUARE ZANESVILLE INC 198 E BROAD ST COLUMBUS OH 43215 205240193 SENIOR HOUSING OH 501(C)(3) LINE 11 DIOCESAN CHARITIES MEMBERSHIP CORPORATION 0 SETON SQUARE WELLSTON INC 198 E BROAD ST COLUMBUS OH 43215 311076860 SENIOR HOUSING OH 501(C)(3) LINE 11 DIOCESAN CHARITIES MEMBERSHIP CORPORATION 0 SETON SQUARE MARION INC 198 E BROAD ST COLUMBUS OH 43215 311078677 SENIOR HOUSING OH 501(C)(3) LINE 11 DIOCESAN CHARITIES MEMBERSHIP CORPORATION 0 SETON SQUARE EAST INC 198 E BROAD ST COLUMBUS OH 43215 311078678 SENIOR HOUSING OH 501(C)(3) LINE 11 DIOCESAN CHARITIES MEMBERSHIP CORPORATION 0 SETON DEVELOPMENT INC 198 E BROAD ST COLUMBUS OH 43215 311078684 SENIOR HOUSING OH 501(C)(3) LINE 11 DIOCESAN CHARITIES MEMBERSHIP CORPORATION 0 THE CATHOLIC TIMES INC 198 E BROAD ST COLUMBUS OH 43215 314379451 EDUCATIONAL OH 501(C)(3) LINE 11 DIOCESAN CHARITIES MEMBERSHIP CORPORATION 0 THE MUSEUM OF CATHOLIC ART AND HISTORY 198 E BROAD ST COLUMBUS OH 43215 264091511 EDUCATIONAL OH 501(C)(3) LINE 7 DIOCESAN CHARITIES MEMBERSHIP CORPORATION 0 SETON LANCASTER INC 198 E BROAD ST COLUMBUS OH 43215 311317475 SENIOR HOUSING OH 501(C)(3) LINE 11 DIOCESAN CHARITIES MEMBERSHIP CORPORATION 0 SETON KENTON INC 198 E BROAD ST COLUMBUS OH 43215 311078683 SENIOR HOUSING OH 501(C)(3) LINE 11 DIOCESAN CHARITIES MEMBERSHIP CORPORATION 0 SETON HOUSING INC 198 E BROAD ST COLUMBUS OH 43215 311176117 SENIOR HOUSING OH 501(C)(3) LINE 11 DIOCESAN CHARITIES MEMBERSHIP CORPORATION 0 SETON WEST COLUMBUS INC 198 E BROAD ST COLUMBUS OH 43215 311634102 SENIOR HOUSING OH 501(C)(3) LINE 11 DIOCESAN CHARITIES MEMBERSHIP CORPORATION 0 SETON WASHINGTON COURT HOUSE INC 198 E BROAD ST COLUMBUS OH 43215 311426540 SENIOR HOUSING OH 501(C)(3) LINE 11 DIOCESAN CHARITIES MEMBERSHIP CORPORATION 0 SETON SOUTH COLUMBUS INC 198 E BROAD ST COLUMBUS OH 43215 341791760 SENIOR HOUSING OH 501(C)(3) LINE 11 DIOCESAN CHARITIES MEMBERSHIP CORPORATION 0 SETON COSHOCTON INC 198 E BROAD ST COLUMBUS OH 43215 311426538 SENIOR HOUSING OH 501(C)(3) LINE 11 DIOCESAN CHARITIES MEMBERSHIP CORPORATION 0 DIOCESAN RETIREMENT COMMUNITY CORPORATION 198 E BROAD ST COLUMBUS OH 43215 311420830 CHARITABLE SERVICES OH 501(C)(3) LINE 7 DIOCESAN CHARITIES MEMBERSHIP CORPORATION 0 SETON LONDON INC 198 E BROAD ST COLUMBUS OH 43215 341791759 SENIOR HOUSING OH 501(C)(3) LINE 11 DIOCESAN CHARITIES MEMBERSHIP CORPORATION 0 DIOCESAN CHARITIES MEMBERSHIP CORPORATION 198 E BROAD ST COLUMBUS OH 43215 271329413 CHARITABLE SERVICES OH 501(C)(3) LINE 7 N/A 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 DIOCEASAN CHARITIES MEMBERSHIP CORPORATION C 100000 FMV