2017-11-15T09:47:57-06:00 2017-06-30 221478099 COHNREZNICK LLP 525 North Tryon Street Charlotte NC 28202 990 2016-07-01 611285124 FAMILY SCHOLAR HOUSE INC FAMI 5025848090 403 REG SMITH CIRCLE LOUISVILLE KY 40208 CATHE DYKSTRA President and CEO 5025848090 2017-11-15 1 Kathy Blackburn P00450629 7043329100 209.3.217.20 2017-11-15 09:47:55 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 B394BD9E3D40646E6C696A8660A3F0FF3B4BB0D5 2016 2021-01-29 14:40:06Z CATHE DYKSTRA 403 REG SMITH CIRCLE LOUISVILLE KY 40208 2331601 0 X www.FAMILYSCHOLARHOUSE.ORG X 1995 KY TO END THE CYCLE OF POVERTY AND TRANSFORM OUR COMMUNITY BY EMPOWERING FAMILIES AND YOUTH TO SUCCEED IN EDUCATION AND ACHIEVE LIFE-LONG SELF SUFFICIENCY. 30 30 28 1976 0 0 1346960 1623831 131817 121391 205910 205497 241230 231997 1925917 2182716 74271 106480 0 0 744467 820815 0 0 49970 415374 396093 1234112 1323388 691805 859328 13814471 14645857 2750284 2722342 11064187 11923515 X THE MISSION OF FAMILY SCHOLAR HOUSE ("FSH") IS TO END THE CYCLE OF POVERTY BY GIVING SINGLE-PARENT COLLEGE STUDENTS THE SUPPORT THEY NEED TO EARN A FOUR-YEAR COLLEGE DEGREE. BY EMPOWERING FAMILIES THROUGH EDUCATION THEY ARE ABLE TO TRANSITION FROM POVERTY AND HOMELESSNESS TO SELF-SUFFICIENCY. FSH BELIEVES THAT EVERYONE DESERVES THE OPPORTUNITY TO REALIZE THEIR FULL POTENTIAL AND THAT ACCESS TO EDUCATION IS A SIGNIFICANT BARRIER FOR DISADVANTAGED FAMILIES. BY PROVIDING ACADEMIC ADVISING, HOUSING, FAMILY SUPPORT SERVICES, INTER-GENERATIONAL LEARNING OPPORTUNITIES FOR HEALTH, WELL BEING AND LIFE-SKILLS, AND CHILDCARE, WE HELP TO ADDRESS ALL THE BARRIERS TO SUCCESS IN EDUCATION AND LIFE. 0 0 1161788 106480 121391 FSH WORKS TO END THE CYCLE OF POVERTY AND TRANSFORM OUR COMMUNITY BY EMPOWERING FAMILIES AND YOUTH TO SUCCEED IN EDUCATION AND ACHIEVE LIFE-LONG SELF-SUFFICIENCY. FSH ACCOMPLISHES THIS MISSION THROUGH PROVIDING HOLISTIC SUPPORT FOR PARTICIPANTS. THIS BEGINS WITH ACADEMIC ADVISING TO ENSURE STUDENTS, WHO MAY HAVE BEEN AWAY FROM THE EDUCATIONAL ENVIRONMENT FOR SOME TIME, DEVELOP THE SKILL AND LEVERAGE THE TOOLS TO MAKE THEM SUCCESSFUL IN THEIR ACADEMIC ENDEAVORS. CASE MANAGEMENT IS ALSO AN INTEGRAL COMPONENT OF THE FSH SUPPORT SERVICES. PARTICIPANTS MEET WITH CASE MANAGERS TWICE MONTHLY TO IDENTIFY ANY CHALLENGES FOR THE FAMILY AND PROVIDE RESOURCES TO OVERCOME THOSE CHALLENGES. MANY OF THE PARTICIPANTS COME TO FSH LACKING SOME OF THE BASIC LIFE SKILLS NECESSARY FOR THEM TO BE SELF-SUFFICIENT INCLUDING FINANCIAL LITERACY, HEALTHFUL EATING, STRESS MANAGEMENT AND PHYSICAL FITNESS. WHILE THE PARENT SCHOLAR IS AT THE CENTER OF MANY PROGRAMS OF FSH, THE CHILDREN SCHOLARS ALSO RECEIVE THE SUPPORT AND RESOURCES THEY NEED TO BECOME SUCCESSFUL STUDENTS AND ASPIRE TO PROCEED TO HIGHER EDUCATION IN THEIR ADULT LIFE. THIS INCLUDES PROGRAMS LIKE TODDLER BOOK CLUB, CHILDREN FOR CHANGE AND SUMMER LEADERSHIP CAMPS. FSH CREATES A COLLEGE-GOING CULTURE FOR EVERY PARTICIPANT IN THE PROGRAM. FSH CAMPUSES BECOME COMMUNITIES OF PEER SUPPORT, PROVIDING A NETWORK OF PEOPLE WITH SIMILAR BACKGROUNDS AND EXPERIENCES WHO STRENGTHEN AND ENCOURAGE ONE ANOTHER THROUGH THE CHALLENGES OF HIGHER EDUCATION. THUS FAMILY SCHOLAR HOUSE, INC. IS AN EDUCATIONAL PROGRAM WITH A HOUSING COMPONENT THAT UTILIZES INTERNAL RESOURCES AND COMMUNITY COLLABORATIONS TO MEET THE NEEDS OF THE FAMILIES SERVED. 1161788 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 1 3 0 28 1 0 0 0 0 0 1 1 0 0 0 0 X 30 30 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 1 1 KY X X THE ORGANIZATION 5025848090 403 REG SMITH CIRCLE LOUISVILLE KY 40208 Christina Abney Board Member 1.00 X 0 0 0 Jackie Beard BOARD MEMBER 1.00 X 0 0 0 Sueanna Masterson BOARD MEMBER 1.00 X 0 0 0 RICHARD BOLAND BOARD MEMBER 1.00 X 0 0 0 Robert McClelland BOard Member 1.00 X 0 0 0 John Megibben BOARD MEMBER 1.00 X 0 0 0 LINDA CASO BOARD MEMBER 1.00 X 0 0 0 Kendall Webb Merrick BOARD MEMBER 1.00 X 0 0 0 DEB CLARY BOARD MEMBER 1.00 X 0 0 0 Julie Muennich BOARD MEMBER 1.00 X 0 0 0 GREGG T COBB CHAIR 5.00 X X 0 0 0 IAN PATRICK SECRETARY 2.00 X X 0 0 0 KRISTIN PICKERELL BOARD MEMBER 1.00 X 0 0 0 JENNIFER POWELL BOard Member 1.00 X 0 0 0 Gloria Ising BOARD MEMBER 1.00 X 0 0 0 Tracy Redmon VICE CHAIR 2.00 X X 0 0 0 Rev Robert T Jennings BOARD MEMBER 1.00 X 0 0 0 Kelly Lucas BOARD MEMBER 1.00 X 0 0 0 Kelsey Petrino Scott BOARD MEMBER 1.00 X 0 0 0 Eileen Saunders BOARD MEMBER 1.00 X 0 0 0 Jenny L Sawyer BOARD MEMBER 1.00 X 0 0 0 William E Summers V BOARD MEMBER 1.00 X 0 0 0 Melinda Sunderland jd BOARD MEMBER 1.00 X 0 0 0 Robert Vice Jr JD BOARD MEMBER 1.00 X 0 0 0 JOHN COUCH BOard Member 1.00 X 0 0 0 KATHLEEN GOSSER BOard Member 1.00 X 0 0 0 ADAM HALL TREASURER 2.00 X X 0 0 0 COUNCILMAN KEVIN KRAMER Board Member 1.00 X 0 0 0 LAUREN NOVAK Board Member 1.00 X 0 0 0 ALLI TRUTTMANN Board Member 1.00 X 0 0 0 Cathe Dykstra PRESIDENT & CEO 60.00 X 159822 0 10883 159822 0 10883 1 0 1 0 0 72405 1551426 1623831 PROJECT SERVICES 900099 116997 116997 OTHER INCOME 900099 4394 4394 121391 205497 205497 380882 72405 148885 231997 231997 2182716 121391 0 437494 106480 106480 159822 133108 26714 533692 498898 8904 25890 13899 12830 1069 59534 56949 2585 53868 49872 2462 1534 95 95 35056 35056 24000 24000 10126 9211 915 1090 1090 11023 11023 42796 42796 130989 116689 14300 14585 4787 9798 PROGRAM PUBLICATIONS 46867 46867 EMPLOYEE TRAINING 22404 22404 UTILITIES 20596 19511 1085 TELEPHONE AND INTERNET 13282 12107 1175 23184 18256 6382 -1454 1323388 1161788 111630 49970 1694862 2458682 290762 258497 45790 41770 7647526 7798308 27695 39927 4374637 835803 3607957 3538834 499496 499496 383 10343 13814471 14645857 81385 75466 16500 20312 2652399 2626564 2750284 2722342 X 10409239 10667692 654948 1255823 11064187 11923515 13814471 14645857 859328 0 X X 0 1 X 1 1 1 X 1166961 993599 1072772 1346960 1623831 6204123 1166961 993599 1072772 1346960 1623831 6204123 504280 5699843 214708 217536 203821 205910 205497 1047472 222537 201479 195407 241230 231997 1092650 8344245 706780 0.68310 0.61750 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 321309 321309 3596079 513393 3082686 3630 434 3196 357198 236053 121145 96421 85923 10498 3538834 X Part X, Line 2: Family Scholar House, Inc. ("FSH") and its consolidated nonprofit corporations are exempt from federal and state income taxes under Section 501(c)(3) of the Internal Revenue Code and comparable state statutes. FSH did not have any unrelated business income for the years ended June 30, 2017 and 2016. All nonprofit corporations are required to file tax returns with the IRS and other taxing authorities. Accordingly, these financial statements do not reflect a provision for income taxes and there are no other tax positions which must be considered for disclosure. For the years ended June 30, 2017 and 2016, the Organization did not identify any uncertain tax positions that qualify for either recognition or disclosure in the financial statements. Income tax returns filed by the Organization and its consolidated entities 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, tax years since 2014 remain open. LUNCHEON 115335 72405 42930 30698 11285 WW&S 329965 329965 15000 26002 17629 20545 4130 15781 1 7987 7987 7815 453287 72405 380882 15000 26002 48327 20545 4130 34881 148885 231997 1 CHILDCARE/RENTAL EDUCATIONAL MATERIALS & ASSISTANCE EMERGENCY FOOD BUS PASSES/VAN FUEL BASIC NEEDS 167 475 25827 Cost Childcare/HOUSING EDUCATION 522 5000 24843 Cost educational ASSISTANCE/materialS FOOD 696 1300 20112 Cost emergency food TRANSPORTATION 131 0 6494 Cost bus passes/van fuel X X X 0 0 0 0 0 0 0 0 0 Cathe Dykstra PRESIDENT & CEO 159822 0 0 0 0 0 5115 0 5768 0 170705 0 0 0 Form 990, Part VI, Section B, line 11b THE 990 IS REVIEWED BY THE FINANCE COMMITTEE, INCLUDING THE BOARD TREASURER. RECOMMENDATIONS ARE THEN MADE TO THE EXECUTIVE COMMITTEE FOR ACTION. THE 990 IS THEN SIGNED BY THE PRESIDENT AND CEO. Form 990, Part VI, Section B, line 12c EVERY BOARD MEMBER COMPLETES A CONFLICT OF INTEREST FORM ANNUALLY. THE FORMS ARE THEN REVIEWED BY THE BOARD GOVERNANCE COMMITTEE AND ANY CHANGES THAT ARE RECOMMENDED ARE REFERRED TO THE EXECUTIVE COMMITTEE AND/OR FULL BOARD FOR ACTION. Form 990, Part VI, Section B, line 15a THE PROCESS FOR DETERMINING COMPENSATION FOR THE CEO INCLUDES REVIEW AND APPROVAL BY THE BOARD OF DIRECTORS, USE OF DATA AS TO COMPARABLE COMPENSATION, AND CONTEMPORANEOUS DOCUMENTATION AND RECORDKEEPING. THERE ARE NO OTHER OFFICERS OR KEY EMPLOYEES THAT RECEIVE COMPENSATION FROM THE ORGANIZATION. Form 990, Part VI, Section C, line 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC BY REQUEST. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. THE FINANCE COMMITTEE ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT, REVIEW, OR COMPILATION OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT BY EVALUATING THE INDEPENDENT AUDITORS QUALIFICATIONS, INDEPENDENCE, AND PERFORMANCE BASED ON THE MEMBERS EXPERIENCE IN BUDGETING AND FINANCIAL MANAGEMENT, INTEREST IN THE MISSION OF FAMILY SCHOLAR HOUSE, AND THEIR DESIRE TO USE FINANCIAL SKILLS TO ASSIST IN THE WORK OF FAMILY SCHOLAR HOUSE. PROJECT WOMEN DEVELOPMENT LLC 403 REG SMITH CIRCLE LOUISVILLE KY 40208 262858725 CONSULTING KY -48 -318 FSH INC SJSH GP LLC 403 REG SMITH CIRCLE LOUISVILLE KY 40208 460766533 LIHTC KY -31 5 FSH INC LOUISVILLE SCHOLAR HOUSE LLC 1122 ROGERS STREET LOUISVILLE KY 40299 208929773 CONSTRUCTION KY PWD LLC related -48 1512281 0 1 0.00010 DOWNTOWN SCHOLAR HOUSE LLLP 1122 ROGERS STREET LOUISVILLE KY 40299 270661625 CONSTRUCTION KY N/A n/a 0 1 STODDARD JOHNSTON SCHOLAR HOUSE LLLP 1122 ROGERS STREET LOUISVILLE KY 40299 273079175 CONSTRUCTION KY SJSP GP LLC related -31 57446 0 1 0.00010 PARKLAND SCHOLAR HOUSE LLLP 1122 ROGERS STREET LOUISVILLE KY 40299 371696499 CONSTRUCTION KY PARKLAND GP LLC related -22 255654 0 1 0.00010 DSH GP INC 403 REG SMITH CIRCLE LOUISVILLE KY 40208 272147115 LIHTC KY FSH INC C 501912 1.00000 1 PARKLAND GP LLC 403 REG SMITH CIRCLE LOUISVILLE KY 40208 455565154 LIHTC KY FSH INC C 14 1.00000 1 0 0 0 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 1