2021-11-12T09:28:19-06:00 2020-12-31 221478099 COHNREZNICK LLP 7501 WISCONSIN AVENUE SUITE 400E BETHESDA MD 20814 990 2020-01-01 461632889 OHIO CAPITAL IMPACT CORPORATION OHIO 6142248446 88 EAST BROAD STREET NO 1800 COLUMBUS OH 43215 JENNIFER MULLANEY CHIEF FINANCIAL OFFICER 6142248446 2021-11-09 1 JENNIFER MULLANEY 999009999 LORI ROTHE YOKOBOSKY CPA P01273422 3016529100 2021-11-08 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z JENNIFER MULLANEY 88 EAST BROAD STREET NO 1800 COLUMBUS OH 43215 5985396 0 X N/A X 2012 OH THE OHIO CAPITAL IMPACT CORPORATION (OCIC) WAS FORMED IN DECEMBER OF 2012 AS THE NON-PROFIT, PHILANTHROPIC ARM OF OHIO CAPITAL CORPORATION FOR HOUSING. 9 1 0 0 0 0 4905035 5928815 0 0 10992 56581 0 0 4916027 5985396 2767367 3132604 0 0 0 0 0 0 0 8615 655 2775982 3133259 2140045 2852137 7937897 11096696 771954 1078616 7165943 10018080 X SEE SCHEDULE O 1 0 1379040 1379040 CAPITAL FOR PARTNERS: FUNDS ARE CONTRIBUTED TO OHIO CAPITAL CORPORATION FOR HOUSING PARTNERS TO SUPPORT SPECIAL INITIATIVES,SPONSORSHIPS, FUNDRAISING EFFORTS, AND EDUCATIONAL CONFERENCES. THIS ENABLES THE PARTNERS TO ACHIEVE AND FURTHER ENHANCE THEIR MISSION. 608954 608954 RESIDENT DEVELOPMENT FUND: PROVIDE GRANTS TO PARTNERS TO SUPPORT RESIDENTS OF LOW INCOME HOUSING PROJECTS THROUGH THE DEVELOPMENT OF PROGRAMS SUCH AS SUMMER CAMPS FOR CHILDREN, HEALTH SERVICES, FINANCIAL LITERACY TRAINING, JOB READINESS TRAINING, AFTER SCHOOL ACTIVITIES, AND OTHER INITIATIVES. 277900 277900 OCIC JERRY GREER SCHOLARSHIP PROGRAM: OCIC PROVIDES RESIDENTS OF ITS PARTNERS THE ABILITY TO APPLY FOR SCHOLARSHIPS TO 2 AND 4 YEAR COLLEGES, EARN PERFORMANCE GRANTS BASED ON THEIR SUCCESS, AND APPLY FOR FUNDING TO EARN THEIR GED CERTIFICATE. 866710 866710 COMMUNITY PROPERTIES IMPACT FUND $97,161RESIDENT IMPACT EMERGENCY FUND $506,447 : TO ASSIST OUR PARTNERS AND THEIR RESIDENTS IN RENT PAYMENTS TO LESSEN THE FINANCIAL BURDENS CAUSED BY THE PANDEMIC. CONTRIBUTIONS BENEFITTED ORGANIZATIONS AIDING THOSE IN NEED AND HOUSEHOLDS STRUGGLING TO PAY RENT. RENT ASSISTANCE PAYMENTS WERE MADE TO PROJECT OWNERS WHO AGREED TO FORGIVE NONPAYMENT OF RENT AND FORGO EVICTIONS. DIGITAL INCLUSION $263,102 : THE FUND WAS CREATED TO ENCOURAGE INNOVATION IN DIGITAL INCLUSIVITY. FUNDS HELP SUPPORT HARDWARE AND TECHNICAL ASSISTANCE TO IMPROVE DIGITAL ACCESS. HARDWARE MAY INCLUDE COMPUTERS, WI-FI HOT SPOTS, TABLETS, AND OTHER PERSONAL DEVICES. FUNDING CAN ALSO BE USED TO FURTHER DIGITAL LITERACY TRAINING AND ECONOMIC EMPOWERMENT. 866710 866710 3132604 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 1 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 OH X JENNIFER MULLANEY 6142248446 88 EAST BROAD STREET COLUMBUS OH 43215 ANGELA MINGO DIRECTOR / VICE CHAIR 1.50 5.00 X X 0 0 0 DANIEL SLANE CHAIRMAN (OUTGOING) 1.50 5.00 X X 0 0 0 DENNIS GUEST DIRECTOR 1.50 5.00 X 0 0 0 GRADY APPLETON DIRECTOR 1.50 5.00 X 0 0 0 JEANNE SCHROER DIRECTOR 1.50 5.00 X 0 0 0 JEANNE GOLLIHER DIRECTOR / SECRETARY 1.50 5.00 X X 0 0 0 JOHN LEE DIRECTOR 1.50 5.00 X 0 0 0 RICHARD MCQUADY DIRECTOR 1.50 5.00 X 0 0 0 SUSAN E WEAVER DIRECTOR / CHAIR 1.50 5.00 X X 0 0 0 TOM LOOS DIRECTOR / TREASURER 1.50 5.00 X X 0 0 0 JOHN F KUKURA III CHIEF INVESTMENT OFFICER - 1.50 40.00 X 0 459041 62181 SUE ZIEGLER CHIEF OPERATING OFFICER - 1.50 40.00 X 0 558216 75813 MARGARET MOERTL PRESIDENT 1.50 40.00 X 0 589159 75813 HAROLD D KELLER PRESIDENT 1.50 40.00 X 0 629627 34666 JENNIFER MULLANEY CFO 10.00 30.00 X 0 420998 72642 0 2657041 321115 0 0 1 0 0 5928815 5928815 56581 56581 5985396 0 0 56581 2854704 2854704 277900 277900 655 655 3133259 3132604 655 0 673935 4248962 10065130 3000000 1026566 15000 5000 7937897 11096696 771954 1078616 771954 1078616 X 0 0 0 0 7165943 10018080 7165943 10018080 7937897 11096696 2852137 0 X X 0 1 X 1 0 X X 1 OHIO CAPITAL FINANCE CORPORATION 010634942 10 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X PART X, LINE 2: OHIO CAPITAL IMPACT CORPORATION ("OCIC") HAS APPLIED FOR AND RECEIVED A DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) TO BE TREATED AS A TAX EXEMPT ENTITY PURSUANT TO SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. OCIC IS SUBJECT TO INCOME TAXES ON REVENUE GENERATED FROM OTHER SOURCES UNRELATED TO ITS EXEMPT PURPOSE. GENERALLY, OCIC IS EXEMPT FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE (THE "IRC") AND FROM STATE AND LOCAL TAXES UNDER COMPARABLE LAWS. DURING THE YEAR ENDED DECEMBER 31, 2020, OCIC DID NOT RECORD ANY UNRELATED BUSINESS INCOME. OCIC IS REQUIRED TO FILE AND DOES FILE A TAX RETURN WITH THE IRS AND OTHER TAXING AUTHORITIES. ACCORDINGLY, THESE CONSOLIDATED FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION FOR INCOME TAXES AND OCIC HAS NO OTHER TAX POSITIONS WHICH MUST BE CONSIDERED FOR DISCLOSURE. INCOME TAX RETURNS FILED BY OCIC ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR A PERIOD OF THREE YEARS. WHILE NO INCOME TAX RETURNS ARE CURRENTLY BEING EXAMINED BY THE INTERNAL REVENUE SERVICE FOR OCIC, TAX YEARS SINCE 2017 REMAIN OPEN FOR OCIC. 1 A CALL TO COLLEGE PO BOX 4145 NEWARK OH 430554145 311333812 501(C)(3) 10000 DONATION ABEL ACRES LLLP PO BOX 619 LEITCHFIELD KY 42755 300944517 9452 PROGRAM SUPPORT ADVOCATES FOR BASIC LEGAL EQUALITY INC 130 W SECOND ST STE 700 DAYTON OH 45402 237376131 501(C)(3) 5000 SPONSORSHIPS BLUEGRASS PHASE II DEVELOPMENT LLC 300 WEST NEW CIRCLE LEXINGTON KY 40505 510569801 501(C)(3) 6060 PROGRAM SUPPORT BLUEQRASS PHASE IV DEVELOPMENT LLC 300 WEST NEW CIRCLE LEXINGTON KY 40505 261341276 501(C)(3) 16715 PROGRAM SUPPORT BRIGHTON PROPERTIES INC PO BOX 325 NEWPORT KY 41072 610673886 501(C)(3) 19319 PROGRAM SUPPORT BUCKEYE COMMUNITY HOPE FOUNDATION 3021 E DUBLIN GRANVILLE RD COLUMBUS OH 43231 311333992 501(C)(3) 35406 PROJECT SUPPORT, SUMMER CAMP BUILDING FOR TOMORROW (AKRON METROPOLITAN HOUSING AUTHORITY) 100 W CEDAR ST AKRON OH 44307 274254089 501(C)(3) 8209 PROGRAM SUPPORT CAMBRIDGE MANAGEMENT CORPORATION PO BOX 1388 CAMBRIDGE OH 43725 311448695 11500 PROGRAM SUPPORT CAPITOL SQUARE FOUNDATION 17 SOUTH HIGH ST STE 200 COLUMBUS OH 43215 311222851 501(C)(3) 5000 DONATION CATHOLIC CHARITIES HOUSING CORP 1933 SPIELBUSCH AVENUE TOLEDO OH 436045360 344428254 501(C)(3) 10000 PROGRAM SUPPORT CHN HOUSING PARTNERS 2999 PAYNE AVENUE 3RD FLOOR CLEVELAND OH 44114 341346763 501(C)(3) 5000 SPONSORSHIPS CHOICES 500 W WILSON BRIDGE ROADSUITE 245 WORTHINGTON OH 43085 310910779 501(C)(3) 5000 SPONSORSHIPS CINCINNATI CENTER CITY DEV CORPORATION 1203 WALNUT STREET FLOOR 4 CINCINNATI OH 45202 200446324 501(C)(3) 14000 PROGRAM SUPPORT CINCINNATI UNION BETHEL 2401 READING ROAD CINCINNATI OH 45202 310536655 501(C)(3) 50000 SPONSORSHIPS COALITION ON HOMELESSNESS AND HOUSING IN OHIO 175 S 3RD ST SUITE 580 COLUMBUS OH 43215 311189029 501(C)(3) 175000 OPERATING SUPPORT COLUMBUS HOUSING PARTNERSHIP INC 3443 AGLER ROAD SUITE 200 COLUMBUS OH 43219 311208260 501(C)(3) 43629 PROGRAM SUPPORT COLUMBUS MHA 880 E 11TH AVENUE COLUMBUS OH 43211 316401164 47228 DONATION COMMUNITY ACTION OF SOUTHERN IN 1613 EAST EIGHTH STREET JEFFERSONVILLE IN 47130 020591170 501(C)(3) 5000 PROGRAM SUPPORT COMMUNITY DEVELOPMENT COLLABORATIVE 110 NORTH 17TH STREET COLUMBUS OH 43203 311595197 501(C)(3) 25000 DONATION COMMUNITY DEVELOPMENT FOR ALL PEOPLE PO BOX 6063 COLUMBUS OH 43206 510476886 501(C)(3) 130000 SPONSORSHIP COMMUNITY HOUSING NETWORK INC 1680 WATERMARK DRIVE COLUMBUS OH 43215 311222236 501(C)(3) 60677 PROGRAM SUPPORT COMMUNITY PROPERTIES IMPACT CORPORATION 910 E BROAD STREET COLUMBUS OH 43205 311707264 501(C)(3) 120007 PROGRAM SUPPORT COMMUNITY SHELTER BOARD 111 LIBERTY STREET SUITE 150 COLUMBUS OH 43215 311181284 501(C)(3) 26000 SPONSORSHIP, DONATION COTTAGES OF MECHANICSVILLE LLLP PO BOX 619 LEITCHFIELD KY 42755 611683575 7971 PROGRAM SUPPORT CSBS EDUCATION FOUDATION PO BOX 791272 BALTIMORE MD 212791272 521347951 501(C)(3) 10000 SPONSORSHIP DETROIT SHOREWAY COMMUNITY DEVELOPMENT ORG 6516 DETROIT AVE SUITE 1 CLEVELAND OH 44102 237376130 501(C)(3) 14000 PROGRAM SUPPORT EAST AKRON NEIGHBORHOOD DEV CORP 550 SOUTH ARLINGTON STREET AKRON OH 44306 341365690 501(C)(3) 20000 PROGRAM SUPPORT ECONOMIC & COMMUNITY DEVELOPMENT INSTITUTE 1655 OLD LEONARD AVENUE COLUMBUS OH 43219 311145544 501(C)(3) 85000 PROGRAM SUPPORT FAMILY SCHOLAR HOUSE 403 REG SMITH CIRCLE LOUISVILLE KY 40208 611285124 501(C)(3) 15336 PROGRAM SUPPORT FRIENDS OF ADAMH 1480 DUBLIN ROAD COLUMBUS OH 43215 316400067 501(C)(3) 25000 PROGRAM SUPPORT GENESIS KENTUCKY RECOVERY CAMPUS LLLP PO BOX 619 LEITCHFIELD KY 42755 364775824 21352 PROGRAM SUPPORT GRAND OAKS DEVELOPMENT LLC 300 WEST NEW CIRCLE ROAD LEXINGTON KY 40505 263310303 501(C)(3) 21453 PROGRAM SUPPORT GREATER COLUMBUS COMMUNITY HELPING HANDS 4200 REGENT SREET SUITE 200 COLUMBUS OH 43219 204176600 501(C)(3) 25000 SPONSORSHIP GREATER OHIO POLICY CENTER 399 EAST MAIN STREET SUITE 220 COLUMBUS OH 43215 260784344 501(C)(3) 35000 SPONSORSHIP, DONATION HABITAT FOR HUMANITY OF MID OHIO 6665 BUSCH BOULEVARD COLUMBUS OH 43229 311217994 501(C)(3) 50000 SPONSORSHIP HABITAT FOR HUMANITY OF OHIO 88 EAST BROAD STREET SUITE 1800 COLUMBUS OH 43215 201182119 501(C)(3) 29233 SPONSORSHIP HABITAT FOR HUMANITY OF WILLIAMSON-MAURY 511 W MEADE BLVD FRANKLIN TN 37064 621506788 501(C)(3) 5000 SPONSORSHIP HANLEY WOOD LLC PO BOX 75120 BALTIMORE MD 212755120 454341391 15000 SPONSORSHIP HARRISON METROPOLITAN HOUSING AUTHORITY 82450 CADIZ-JEWETT RD PO BOX 146 CADIZ OH 43907 341276214 25427 PROGRAM SUPPORT HOMEPORT 3443 AGLER ROAD COLUMBUS OH 43219 311208260 501(C)(3) 98925 SUMMER CAMPS HOUSING AND EDUCATION ALLIANCE 9215 N FLORIDA AVE SUITE 101 TAMPA FL 33612 431963410 501(C)(3) 5000 PROGRAM SUPPORT HOUSING AUTHORITY OF COVINGTON 2300 MADISON AVENUE COVINGTON KY 41014 616000114 7730 SUMMER CAMPS I KNOW I CAN 1108 CITY PARK AVE SUITE 301 COLUMBUS OH 43206 311229135 501(C)(3) 178400 SCHOLARSHIPS ICAN INCORPORATED 1214 MARKET AVENUE CANTON OH 44714 341575839 501(C)(3) 5000 PROGRAM SUPPORT IRVIN COBB LIMITED PARTNERSHIP 1020 HURON RD E SUITE 100 CLEVELAND OH 44115 821493041 501(C)(3) 18253 PROGRAM SUPPORT THE COLUMBUS FOUNDATION 1234 EAST BROAD STREET COLUMBUS OH 43205 316044264 501(C)(3) 5000 DONATION LEARNING GROVE INC 333 MADISON AVE COVINGTON KY 41011 310910787 501(C)(3) 10000 PROGRAM SUPPORT LEXINGTON HOUSING AUTHORITY 300 W NEW CIRCLE RD LEXINGTON KY 40505 5804 PROGRAM SUPPORT LIFETOWN 6220 EAST DUBLIN GRANVILLE RD NEW ALBANY OH 43054 311427001 501(C)(3) 25000 OPERATING SUPPORT LISC TOLEDO 500 MADISON AVE SUITE 312 TOLEDO OH 43604 133030229 501(C)(3) 57500 DONATION MEN'S ADDICTON RECOVERY CAMPUS LLLP PO BOX 619 LEITCHFIELD KY 42755 383886354 19428 PROGRAM SUPPORT MERCY NEIGHBORHOOD MINISTRIES 1602 MADISON RD 2ND FLOOR CINCINNATI OH 45206 311376693 501(C)(3) 12500 PROGRAM SUPPORT NAMI OHIO 1225 DUBLIN ROAD SUITE 125 COLUMBUS OH 43215 311073968 501(C)(3) 40000 PROGRAM SUPPORT NATIONAL CHURCH RESIDENCES 2335 NORTH BANK DRIVE COLUMBUS OH 43220 202308665 501(C)(3) 8000 SPONSORSHIP NATIONAL LOW INCOME HOUSING CO 727 15TH STREET NW 6TH FLOOR WASHINGTON DC 20005 521089824 501(C)(3) 15000 SPONSORSHIP NCSHA 444 NORTH CAPITOL STREET NW SUITE 438 WASHINGTON DC 20001 521047451 501(C)(3) 5000 SPONSORSHIP NEIGHBORHOOD DEVELOPMENT CORP 662 WOLF LEDGES PARKWAY AKRON OH 44311 341080125 501(C)(3) 37982 SUMMER CAMPS NEIGHBORHOOD DEVELOPMENT SERVICES INC 120 E MAIN ST RAVENNA OH 44266 341485111 501(C)(3) 10303 PROGRAM SUPPORT NEW DIRECTION HOUSING CORPORATION 1000 EAST LIBERTY ST LOUISVILLE KY 40204 610715630 501(C)(3) 5000 SPONSORSHIP NEWBERRY APARTMENTS LP PO BOX 2676 COLUMBUS OH 43216 812650483 12793 PROGRAM SUPPORT NEXT STEP NETWORK INC 1271 W 1ST AVENUE COLUMBUS OH 43212 812801655 501(C)(3) 5000 PROGRAM SUPPORT OHIO CDC ASSOCIATION INC 100 EAST BROAD STREET SUITE 500 COLUMBUS OH 43215 311109984 501(C)(3) 35000 SPONSORSHIPS OHIO HEALTHY HOMES NETWORK PO BOX 2562 COLUMBUS OH 43316 311562404 501(C)(3) 7500 PROGRAM SUPPORT OHIO POVERTY LAW CENTER 1108 CITY PARK PLACE SUITE 200 COLUMBUS OH 43215 270175754 501(C)(3) 5000 DONATION OHIO STATE UNIVERSITY FOUNDATION 1480 WEST LANE AVENUE COLUMBUS OH 43221 311145986 501(C)(3) 162491 DONATION OHIO WOMEN'S AFFORDABLE HOUSING NETWORK 41 S HIGH STREET STE 3300 COLUMBUS OH 43215 843875277 5000 SPONSORSHIPS OVER-THE-RHINE COMMUNITY HOUSING 114 WEST 14TH STREET CINCINNATI OH 45202 311272434 501(C)(3) 14601 PROGRAM SUPPORT PAYTON LANDING OF BOWLING GREEN LLLP PO BOX 619 LEITCHFIELD KY 42755 611888736 57574 PROGRAM SUPPORT POSITIVE EDUCATION PROGRAM 3100 EUCLID AVENUE CLEVELAND OH 44115 341127919 501(C)(3) 5000 SPONSORSHIP RESIDENT RESOURCES NETWORK 160 W MAIN STREET SUITE 200 NEW ALBANY OH 43054 274676214 501(C)(3) 26980 PROGRAM SUPPORT SHELTERHOUSE VOLUNTEER GROUP 411 GEST STREET CINCINNATI OH 45203 310920479 501(C)(3) 5000 PROGRAM SUPPORT SMHA LINCOLN PARK LLC 101 WEST HIGH STREET SPRINGFIELD OH 45502 310652158 501(C)(3) 14930 PROGRAM SUPPORT ST MARY DEVELOPMENT CORPORATION 2160 EAST 5TH STREET DAYTON OH 45403 311275208 501(C)(3) 5000 SPONSORSHIP TALBERT HOUSE 2600 VICTORY PARKWAY CINCINNATI OH 45206 310713350 501(C)(3) 5000 SPONSORSHIP TENDER MERCIES INC 27 W 12TH ST CINCINNATI OH 45202 311137270 501(C)(3) 10000 PROGRAM SUPPORT THREE SPRINGS TOWNHOMES LP PO BOX 2676 COLUMBUS OH 43216 300962908 18158 PROGRAM SUPPORT CHURCH SQUARE COMMONS (TM ASSOCIATES MANAGEMENT INC) 1375 PICCARD DRIVE SUITE 150 ROCKVILLE MD 20850 270586533 7777 PROGRAM SUPPORT STREETSBORO FAMILY HOMES LIMITED PARTNERSHIP (TM ASSOCIATES MANAGEMENT INC 1375 PICCARD DRIVE SUITE 150 ROCKVILLE MD 20850 452044986 12952 PROGRAM SUPPORT ULI CINCINNATI 136 SOUTH KEOWEE STREET DAYTON OH 45402 530159845 501(C)(3) 5000 PROGRAM SUPPORT UNITED NEGRO COLLEGE FUND 341 SOUTH THIRD STREET SUITE 203 COLUMBUS OH 43215 131624241 501(C)(3) 10750 DONATION UNITED STATES HOLOCAUST MEMORIAL PO BOX 1852 HIGHLAND PARK IL 60035 521309391 501(C)(3) 5000 SPONSORSHIPS UNITED WAY OF CENTRAL OHIO 360 S THIRD STREET COLUMBUS OH 43215 314393712 501(C)(3) 29077 PROGRAM SUPPORT UNIVERSITY APARTMENTS 103 LINCOLN COURT ELIZABETHTOWN KY 42701 300946991 9242 PROGRAM SUPPORT UNIVERSITY SETTLEMENT INC 4800 BROADWAY AVENUE CLEVELAND OH 44127 340714776 501(C)(3) 30000 PROGRAM SUPPORT URBAN LEAGUE OF GREATER SOUTHWESTERN OHIO 3458 READING ROAD CINCINNATI OH 45229 310565428 501(C)(3) 5000 PROGRAM SUPPORT URBAN STRATEGIES INC 720 OLIVE STREET SUITE 2600 ST LOUIS MO 63101 431141027 501(C)(3) 44442 PROGRAM SUPPORT, DONATION THE HOUSING PARTNERSHIP INC 1512 CRUMS LANE SUITE 401 LOUISVILLE KY 40216 611154315 501(C)(3) 75000 PROGRAM SUPPORT WESLEY CHAPEL MISSION CENTER 80 E MCMICKEN AVENUE CINCINNATI OH 45202 316059871 501(C)(3) 32781 SUMMER CAMPS WHOLE AGAIN 4222 HAMILTON AVE CINCINNATI OH 45223 043810137 501(C)(3) 10000 PROGRAM SUPPORT YMCA OF CENTRAL OHIO 40 W LONG STREET COLUMBUS OH 43215 314379594 501(C)(3) 25000 PROGRAM SUPPORT, SPONSORS YOUNGSTOWN METROPOLITAN HOUSING AUTHORITY 131 W BOARDMAN STREET YOUNGSTOWN OH 44503 501(C)(3) 17425 SPONSORSHIP YOUTHBUILD LOUISVILLE 800 S PRESTON STREETPO BOX 638 LOUISVILLE KY 40201 611374470 501(C)(3) 8000 PROGRAM SUPPORT, SPONSORS YWCA COLUMBUS 65 SOUTH FOURTH STREET COLUMBUS OH 43215 314379597 501(C)(3) 15000 SPONSORSHIP YWCA DAYTON 141 WEST THIRD STREET DAYTON OH 45402 310537168 501(C)(3) 50000 SPONSORSHIP YWCA OF GREATER CINCINNATI 898 WALNUT STREET CINCINNATI OH 45202 310537518 501(C)(3) 5000 SPONSORSHIP 80 17 SCHOLARSHIPS - TUITION 1 277900 PART I, LINE 2: REPORTING BY THE GRANT RECIPIENT IS REQUIRED. THE INFORMATION IS REVIEWED TO ENSURE THAT THE GRANT PROCEEDS ARE USED FOR THE INTENDED PURPOSES. MANY OF THE GRANTS AWARDED ARE REIMBURSABLE GRANTS. INVOICES ARE REQUIRED TO BE SUBMITTED FOR REIMBURSEMENT. UPON SUBMITTAL, THE INVOICES ARE REVIEWED TO ENSURE THAT THE GRANT PROCEEDS WERE USED FOR THEIR INTENDED PURPOSE. 1 1 0 0 0 0 0 0 0 MARGARET MOERTL PRESIDENT 0 221444 0 253221 0 114494 0 45600 0 30213 0 664972 0 75813 HAROLD D KELLER PRESIDENT 0 80054 0 362359 0 187214 0 34666 0 0 0 664293 0 34666 SUE ZIEGLER CHIEF OPERATING OFFICER - 0 260097 0 165375 0 132744 0 45600 0 30213 0 634029 0 75813 JOHN F KUKURA III CHIEF INVESTMENT OFFICER - 0 78864 0 225500 0 154677 0 45600 0 16581 0 521222 0 62181 JENNIFER MULLANEY CFO 0 214661 0 116035 0 90302 0 41530 0 31112 0 493640 0 72642 PART I, LINES 4A-B PART I, LINE 4A - MARGARET MOERTL RECEIVED A SEVERANCE PAYMENT OF $65,365. PART I, LINE 4B - AMOUNTS RECEIVED FROM A NONQUALIFIED PLAN IN 2020: JOHN F. KUKURA - $118,476.00 SUSAN K. ZIEGLER - $102,483.00 HAROLD D. KELLER - $164,508.00 JENNIFER MULLANEY $74,436.00 FORM 990, PART III, LINE 2 SIGNIFICANT PROGRAM SERVICES UNDERTAKEN DURING 2020 ARE CAPITAL FOR PARTNERS PROGRAM, THE RESIDENT DEVELOPMENT FUND PROGRAM, SCHOLARSHIP PROGRAM, RESIDENT IMPACT EMERGENCY FUND, AND DIGITAL INCLUSION . DESCRIPTIONS OF EACH OF THESE PROGRAMS ARE INCLUDED IN PART III, QUESTION 4 OF THE FORM 990. FORM 990, PART VI, SECTION A, LINE 7A OHIO CAPITAL CORPORATION FOR HOUSING, A SECTION 501(C)(3) ORGANIZATION, IS THE SOLE MEMBER OF OHIO CAPITAL IMPACT CORPORATION AND AS SUCH CAN ELECT MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS REVIEWED INTERNALLY BY THE PERSON WHO POSSESSES THE BOOKS AND RECORDS OF THE ORGANIZATION. IT IS THEN REVIEWED BY THE FINANCE/AUDIT COMMITTEE AND LEGAL COUNSEL. THE AUDIT COMMITTEE RECOMMENDS APPROVAL TO THE FULL BOARD PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C DIRECTORS ARE REQUIRED TO REVIEW THE CONFLICT OF INTEREST POLICY ANNUALLY AND COMPLETE AN INTEREST DISCLOSURE STATEMENT. AN INTEREST DISCLOSURE STATEMENT MUST ALSO BE COMPLETED AND FILED WHEN SITUATIONS ARISE THAT CAUSE AN ACTUAL, APPARENT OR POTENTIAL CONFLICT OF INTEREST. OHIO CAPITAL IMPACT CORPORATION IS A SMALL COMPANY WITH NO EMPLOYEES. ANY KNOWN CONFLICT OF INTEREST IS BROUGHT TO THE ATTENTION OF THE BOARD OF DIRECTORS FOR REVIEW. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART VI, LINE 1B: THE MEMBERS ARE PAID COMPENSATION FROM RELATED ORGANIZATIONS, HOWEVER THERE WAS NO COMPENSATION OVER $10,000 IN CONNECTION WITH SERVICES PROVIDED TO EACH OF THE RELATED ORGANIZATIONS. PART XII, LINE 23C ALTHOUGH THERE IS NO SEPARATE AUDITED FINANCIAL STATEMENT FOR THE ENTITY, THE ORGANIZATION DOES RECEIVE A CONSOLIDATED AUDIT PERFORMED BY AN INDEPENDENT ACCOUNTANT. THE ORGANIZATION DOES HAVE A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. OHIO CAPITAL CORPORATION FOR HOUSING 88 EAST BROAD STREET SUITE 1800 COLUMBUS OH 43215 311265570 SYNDICATION OH 501(C)(3) LINE 12B, II N/A 0 COMMUNITY PROPERTIES IMPACT CORPORATION 910 EAST BROAD STREET COLUMBUS OH 43205 311707264 SOCIAL SRVC OH 501(C)(3) LINE 10 OCCH 0 OHIO CAPITAL FINANCE CORPORATION 88 EAST BROAD STREET SUITE 1800 COLUMBUS OH 43215 010634942 AFF HOUSING OH 501(C)(3) LINE 10 OCCH 0 AHD INC 88 EAST BROAD STREET COLUMBUS OH 43215 311379710 REAL ESTATE OH N/A C 0 COMMUNITY PARTNERS FOR AFFORDABLE HSG 88 EAST BROAD STREET COLUMBUS OH 43215 542096826 REAL ESTATE OH N/A S 0 OHIO EQUITY FUND INC 88 EAST BROAD STREET COLUMBUS OH 43215 311285738 REAL ESTATE OH N/A C 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0