CHARLES SETTLEMENT HOUSE: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- CHARLES SETTLEMENT HOUSE (EIN 16-0868128)
- Tax period
- 2015-04-01 to 2016-03-31
- Filed
- 2016-08-08
- IRS object ID
- 201622219349300612
- Schema version
- 2015v2.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-08T08:30:51-05:00 | ReturnTs |
| Tax Period End | 2016-03-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 161092347 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MENGEL METZGER BARR & CO LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 CHESTNUT STREET SUITE 1200 | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-04-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 160868128 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES SETTLEMENT HOUSE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CHAR | BusinessNameControlTxt |
| Phone | 5853285453 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 71 PARKWAY | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14608 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SCOTT BENJAMIN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5853285453 | PhoneNum |
| Signature | 2016-08-01 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SHELBY L STENSON | PreparerPersonNm |
| PTIN | P00440078 | PTIN |
| Phone | 5854231860 | PhoneNum |
| Preparation | 2016-08-01 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | SCOTT BENJAMIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 71 PARKWAY | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14608 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $885,152 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.CHARLESSETTLEMENTHOUSE.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1978 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | OUR MISSION IS TO HELP RESIDENTS ACCESS CRITICAL HUMAN SERVICES AND HELP EACH ATTAIN PERSONAL GROWTH, LEADING TO SUSTAINABLE SELF-SUFFICIENCY; TO ASSIST COMMUNITY DEVELOPMENT FOR SAFE, SECURE AND VIBRANT NEIGHBORHOODS. OUR EXEMPT PURPOSE ACHIEVEMENTS FOR OUR THREE LARGEST PROGRAMS BY TOTAL EXPENSES INCURRED ARE YOUTH DEVELOPMENT, FAMILY SERVICES AND PARKWAY-COMMUNITY SERVICES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 26 | TotalEmployeeCnt |
| Total Volunteers | 60 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $699,984 | PYContributionsGrantsAmt |
| CY Contributions Grants | $784,744 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $133,660 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $85,653 | CYProgramServiceRevenueAmt |
| PY Investment Income | $11,840 | PYInvestmentIncomeAmt |
| CY Investment Income | $14,525 | CYInvestmentIncomeAmt |
| PY Other Revenue | $46,608 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $892,092 | PYTotalRevenueAmt |
| CY Total Revenue | $884,922 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $574,266 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $614,926 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $16,122 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $351,961 | PYOtherExpensesAmt |
| CY Other Expenses | $364,037 | CYOtherExpensesAmt |
| PY Total Expenses | $926,227 | PYTotalExpensesAmt |
| CY Total Expenses | $978,963 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$34,135 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$94,041 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,214,463 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,062,334 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $171,742 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $126,855 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,042,721 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,935,479 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | OUR MISSION IS TO ASSURE SERVICES ARE TRULY CUSTOMER-FOCUSED, PROVIDING COORDINATED, LIFE-CHANGING HUMAN SERVICES TO INDIVIDUALS AND FAMILIES; AND IMPROVE NEIGHBORHOODS TO BE SAFE AND THRIVING WITH A DESIRABLE QUALITY OF LIFE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $348,995 | ExpenseAmt |
| Revenue | $10,769 | RevenueAmt |
| Desc | YOUTH DEVELOPMENTPOSITIVE YOUTH DEVELOPMENT IS A KEY COMPONENT TO CHARLES SETTLEMENT HOUSE PROGRAMMING. WE PROVIDE YOUTH IN NORTHWEST ROCHESTER THE OPPORTUNITY TO ENGAGE IN VARIOUS PROGRAMS AND ACTIVITIES THAT ARE APPROPRIATE FOR THEIR AGE. THE PHILOSOPHICAL APPROACH OF OUR YOUTH PROGRAMS IS BASED UPON THE "40 DEVELOPMENTAL ASSETS." INCREASING SOCIAL SKILLS, JOB READINESS/PRE-EMPLOYMENT SKILLS, SCHOOL ATTENDANCE, GRADUATION RATES AND CIVIC ENGAGEMENT ARE AREAS OF FOCUS. OUR AFTER SCHOOL PROGRAM RELOCATED TO OUR COMMUNITY CENTER AT 71 PARKWAY, BECOMING A NEIGHBORHOOD-BASED PROGRAM. WE SERVED 80+ CHILDREN IN 1ST THROUGH 6TH GRADE. THE PROGRAM IS OFFERED FREE OF CHARGE TO FAMILIES. ACTIVITIES INCLUDE: LITERACY, HOMEWORK HELP, PHYSICAL ACTIVITY & SPORTS, S.T.E.M., DANCE, PHOTOGRAPHY, HEALTHY COOKING, NEWSLETTER, MUSIC AND ARTS AND CRAFTS. A COMPANION SUMMER ENRICHMENT PROGRAM WAS PROVIDED FOR SIX WEEKS IN JULY AND AUGUST.WE SERVED 30+ TEENS THROUGH THE REINVESTING IN YOUTH (RIY) AND RE-ENTRY PROGRAMS. YOUTH IN THE RIY AND RE-ENTRY PROGRAMS HAVE BEEN IDENTIFIED THROUGH THE CRIMINAL JUSTICE SYSTEM. RIY YOUTH HAVE NOT BEEN IN DETENTION FACILITIES AND OUR PROGRAM'S GOAL IS TO KEEP THEM FROM BEING PLACED IN DETENTION. YOUTH IN RE-ENTRY WERE IN DETENTION. IN BOTH CASES, OUR COMMUNITY ASSET NAVIGATORS WORK WITH THE YOUTH AND THEIR FAMILIES TO IDENTIFY APPROPRIATE ACTIVITIES AND HELP THE YOUTH AND THEIR FAMILIES NAVIGATE THE OPPORTUNITIES AVAILABLE TO THEM. WE ALSO RUN THE EPIC TEEN CLUB AS A PLACE FOR THE YOUTH IN RIY AND RE-ENTRY, AS WELL AS OTHER NEIGHBORHOOD TEENS, TO MEET FOR SUPPORT, MENTORING, SKILL-BUILDING, AND SOCIAL ACTIVITIES. FUNDING FOR THE RE-ENTRY PROGRAM ENDED DURING THE YEAR AND THE PROGRAM WAS DISCONTINUED. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $163,430 | ExpenseAmt |
| Revenue | $74,658 | RevenueAmt |
| Desc | COMMUNITY FACILITIESTHE CHARLES SETTLEMENT HOUSE COMMUNITY CENTER IS A FACILITY LOCATED AT 71 PARKWAY, ROCHESTER. THE CSH SENIOR CENTER HAS LONG BEEN HOUSED AT THE SITE AND NOW ALSO IS HOME TO THE CSH YOUTH DEVELOPMENT AND FAMILY SERVICES PROGRAMS. ADDITIONALLY, SPACE IS RENTED TO OTHER NON-PROFIT ORGANIZATIONS, INCLUDING THE NOTRE DAME LEARNING CENTER (TUTORING PROGRAM) AND THE CITY OF ROCHESTER. SPACE IS ALSO USED BY STADIUM ESTATES, EXPERIENCE WORKS, ROCHESTER NORTHWEST ROTARY CLUB, THE EMERGENCY SERVICES & FAMILY STABILIZATION NETWORK, AND OTHER NEIGHBORHOOD GROUPS. CSH HAS TWO BUILDINGS AT 431 & 445 JAY STREET, ROCHESTER. 431 JAY WILL BE THE SITE OF A PRE-KINDERGARTEN PROGRAM OPERATED IN COLLABORATION WITH BADEN STREET SETTLEMENT. 445 JAY IS USED AS PART OF OUR STADIUM ESTATES HOUSING PROJECT AND AS A JOB TRAINING SITE FOR THE GREENVISIONS PROGRAM. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $154,803 | ExpenseAmt |
| Revenue | $26 | RevenueAmt |
| Desc | FAMILY SERVICESTHE CHARLES SETTLEMENT HOUSE FAMILY SERVICES DEPARTMENT ASSISTS INDIVIDUALS AND FAMILIES IN CRISIS. WE PROVIDE FOOD AND CLOTHING; FAMILY DEVELOPERS ASSIST FAMILIES IN MEETING GOALS TO OVERCOME THE IMMEDIATE CRISIS. 1,084 INDIVIDUALS RECEIVED FOOD ASSISTANCE IN 2015. A TOTAL OF 10,992 MEALS WERE PROVIDED THROUGH OUR FOOD PANTRY TO 467 UNDUPLICATED HOUSEHOLDS. CASE WORKERS/FAMILY DEVELOPERS HELP RESIDENTS IMPROVE THEIR LIVING CONDITIONS, FINANCIAL STABILITY, EMPLOYMENT STATUS, MEDICAL CARE, MENTAL HEALTH AND DEVELOPMENT OF A SUPPORT NETWORK | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $103,415 | $200 | SENIOR CENTER & SENIOR NUTRITIONTHE CSH SENIOR CENTER IS OPEN WEEKDAYS, SERVING BREAKFAST AND LUNCH EACH DAY. THE CENTER OFFERS ACTIVITIES FOR SOCIALIZATION, HEALTH AND WELLNESS, AND CASE MANAGEMENT SERVICES FOR THE SENIORS. ADDITIONALLY, TWO SATELLITE PROGRAMS ARE OPEN AT DUNN TOWER I AND DUNN TOWERS II (ONE IS A 3-DAY PROGRAM AND THE OTHER A TWO-DAY MEAL SITE). 278 UNDUPLICATED INDIVIDUALS PARTICIPATED IN THE SERVICES DURING THE 2015 PROGRAM YEAR AND 13,688 MEALS WERE SERVED. THE CENTER PROVIDES A GROWING NUMBER OF SERVICES THAT KEEP SENIORS ACTIVE AND ON THE MOVE. AN EMPHASIS ON MAINTAINING PHYSICAL HEALTH LED THE CENTER TO OFFER EXERCISE PROGRAMS, A WALKING CLUB, EDUCATIONAL PRESENTATIONS ABOUT NUTRITION AND HEALTH, AND A FALLS PREVENTION PROGRAM. SENIORS ARE TRANSPORTED TO MEDICAL APPOINTMENTS AND TAKE SHOPPING TRIPS. OUR CENTER IS A HOME AWAY FROM HOME FOR SENIORS WHO ARE 60 AND OVER (HUSBANDS AND WIVES, WIDOWS AND WIDOWERS, DEVELOPMENTALLY DISABLED SENIORS, AND SENIORS WITH PHYSICAL DISABILITIES, ETC.) |
| $33,377 | COMMUNITY ORGANIZATION-NEIGHBORHOOD CAPACITY BUILDINGOUR COMMUNITY ORGANIZATION-NEIGHBORHOOD CAPACITY BUILDING PROGRAM IS MAKING A VISIBLE DIFFERENCE IN OUR COMMUNITY, DESPITE A REDUCTION IN FUNDING. CHARLES SETTLEMENT HOUSE PARTNERED WITH ROCHESTER'S CORNERSTONE GROUP TO BUILD A NEW AFFORDABLE HOUSING PROJECT CALLED STADIUM ESTATES, LOCATED IN THE JOSANA NEIGHBORHOOD OF ROCHESTER. CONSTRUCTION IS COMPLETE AND ALL 45 UNITS ARE OCCUPIED. THESE HOMES PROVIDE AFFORDABLE HOUSING FOR LOW INCOME WORKING FAMILIES AND FAMILIES WITH ONE OR MORE A DISABLED MEMBERS. CHARLES HOUSE NEIGHBORS IN ACTION IS A COMMUNITY GROUP SUPPORTED BY US, BRINGING TOGETHER RESIDENTS, BUSINESSES, CHURCHES, AND OTHER STAKEHOLDERS. THE COMMUNITY DEPARTMENT ALSO PROVIDES MEETING SPACE, SUPPORT FOR COMMUNITY EVENTS, NEIGHBORHOOD BEAUTIFICATION, AND OTHER ACTIVITIES THAT PROMOTE CIVIC ENGAGEMENT. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $136,792 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $200 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $804,020 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | 0 | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 11 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 26 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES SETTLEMENT HOUSE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5852770810 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 71 PARKWAY | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14608 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JERRY BRYDGES | ||||||
| DIRECTOR/TREASURER | 1.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SR LORRAINE BURNS | ||||||
| DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | |
| ARTHUR MAURER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS SWARTZ | ||||||
| DIRECTOR THRU 6/2015 | 1.50 | Yes (X) | $0 | $0 | $0 | |
| DOROTHY PECORARO | ||||||
| DIRECTOR/VICE CHAIR | 2.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PATRICIA CUMMINGS | ||||||
| DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | |
| GLENN GARDNER | ||||||
| DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | |
| LUIS APONTE | ||||||
| DIRECTOR | 1.50 | Yes (X) | $0 | $0 | $0 | |
| MOLLY MESKO | ||||||
| DIRECTOR/CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PAUL BECKFORD | ||||||
| DIRECTOR THRU 6/2015 | 0.50 | Yes (X) | $0 | $0 | $0 | |
| CAROL DAYES | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| PETER MAURER | ||||||
| DIRECTOR/SECRETARY | 2.50 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| PETER SAXE | ||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |
| LYDIA FERNANDEZ | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTOPHER PUGH | ||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |
| SHANTEL FRAZIER | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FLOYD GIBSON JR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| SCOTT BENJAMIN | ||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | $78,060 | $0 | $5,745 | |
| JEAN REITHEL | ||||||
| DIRECTOR OF FINANCE | 40.00 | Yes (X) | $53,192 | $0 | $5,605 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $131,252 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $11,350 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LECHASE CONSTRUCTION SERVICES LLC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 205 INDIGO CREEK DRIVE | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14626 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | GENERAL CONTRACTOR REPAIR/RENOVATIONS FR | ServicesDesc |
| Compensation | $189,941 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $362,485 | FederatedCampaignsAmt |
| Fundraising | $1,779 | FundraisingAmt |
| Government Grants | $289,962 | GovernmentGrantsAmt |
| All Other Contributions | $130,518 | AllOtherContributionsAmt |
| Noncash Contributions | $3,470 | NoncashContributionsAmt |
| Total Contributions | $784,744 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PARKWAY RENTAL | 532000 | $74,225 | $74,225 |
| FEES | 531390 | $10,907 | $10,907 |
| MISCELLANEOUS | 900099 | $521 | $521 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $85,653 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $14,525 | TotalRevenueColumnAmt |
| Exclusion | $14,525 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $230 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $1,779 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $230 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $884,922 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $85,653 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $14,525 | ExclusionAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,088 | TotalAmt |
| Program Services | $48,492 | ProgramServicesAmt |
| Management And General | $85,603 | ManagementAndGeneralAmt |
| Fundraising | $8,993 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $370,828 | TotalAmt |
| Program Services | $346,020 | ProgramServicesAmt |
| Management And General | $24,808 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,940 | TotalAmt |
| Program Services | $39,734 | ProgramServicesAmt |
| Management And General | $10,449 | ManagementAndGeneralAmt |
| Fundraising | $757 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,070 | TotalAmt |
| Program Services | $41,970 | ProgramServicesAmt |
| Management And General | $8,100 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,894 | TotalAmt |
| Program Services | $42,108 | ProgramServicesAmt |
| Management And General | $2,926 | ManagementAndGeneralAmt |
| Fundraising | $4,860 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,613 | TotalAmt |
| Program Services | $4,235 | ProgramServicesAmt |
| Management And General | $1,512 | ManagementAndGeneralAmt |
| Fundraising | $866 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,403 | TotalAmt |
| Program Services | $80,134 | ProgramServicesAmt |
| Management And General | $5,269 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,418 | TotalAmt |
| Program Services | $4,376 | ProgramServicesAmt |
| Management And General | $42 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,735 | TotalAmt |
| Program Services | $8,734 | ProgramServicesAmt |
| Management And General | $505 | ManagementAndGeneralAmt |
| Fundraising | $496 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $458 | TotalAmt |
| Management And General | $458 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $132,408 | TotalAmt |
| Program Services | $127,049 | ProgramServicesAmt |
| Management And General | $5,359 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,104 | TotalAmt |
| Program Services | $28,590 | ProgramServicesAmt |
| Management And General | $2,514 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| PROGRAM SUPPLIES & FOOD | $13,875 | $12,997 | $878 | $0 |
| EMERGENCY ASSISTANCE | $10,728 | $10,728 | ||
| EQUIPMENT | $8,604 | $8,365 | $239 | |
| INSURANCE CLAIM | $8,290 | $8,290 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,507 | TotalAmt |
| Program Services | $488 | ProgramServicesAmt |
| Management And General | $1,869 | ManagementAndGeneralAmt |
| Fundraising | $150 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $978,963 | TotalAmt |
| Program Services | $804,020 | ProgramServicesAmt |
| Management And General | $158,821 | ManagementAndGeneralAmt |
| Fundraising | $16,122 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $115,739 | BOYAmt |
| EOY | $23,034 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $81,817 | BOYAmt |
| EOY | $21,821 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $135,628 | BOYAmt |
| EOY | $131,699 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $90,000 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,447 | BOYAmt |
| EOY | $4,688 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,787,271 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,370,206 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,505,124 | BOYAmt |
| EOY | $2,417,065 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $347,708 | BOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $25,000 | BOYAmt |
| EOY | $374,027 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,214,463 | BOYAmt |
| EOY | $3,062,334 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $120,802 | BOYAmt |
| EOY | $57,363 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $43,440 | BOYAmt |
| EOY | $15,992 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,500 | BOYAmt |
| EOY | $7,500 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $46,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $171,742 | BOYAmt |
| EOY | $126,855 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,933,026 | BOYAmt |
| EOY | $2,833,979 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $109,695 | BOYAmt |
| EOY | $101,500 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,042,721 | BOYAmt |
| EOY | $2,935,479 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,214,463 | BOYAmt |
| EOY | $3,062,334 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$94,041 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$13,201 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,116,054 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,202,047 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $721,719 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $699,984 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $784,744 | CurrentTaxYearAmt |
| Total | $4,524,548 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,116,054 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,202,047 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $721,719 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $699,984 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $784,744 | CurrentTaxYearAmt |
| Total | $4,524,548 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $211,623 | SubstantialContributorsTotAmt |
| Public Support Total170 | $4,312,925 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $11,871 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $12,489 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,539 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,174 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,525 | CurrentTaxYearAmt |
| Total | $64,598 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $46,608 | CurrentTaxYearMinus1YearAmt |
| Total | $46,608 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $4,635,754 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $377,189 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.93040 | PublicSupportCY170Pct |
| Public Support PY170 | 0.93210 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | INSURANCE CLAIM | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $55,900 | OtherCostOrOtherBasisAmt |
| Book Value | $55,900 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,571,108 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,220,148 | DepreciationAmt |
| Book Value | $2,350,960 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $146,283 | OtherCostOrOtherBasisAmt |
| Depreciation | $136,078 | DepreciationAmt |
| Book Value | $10,205 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,980 | OtherCostOrOtherBasisAmt |
| Depreciation | $13,980 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,417,065 | TotalBookValueLandBuildingsAmt |
Closely Held Equity Interests CloselyHeldEquityInterestsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Book Value | $349,027 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INVESTMENT IN SETTLEMENT HOUSE OF ROCHESTER FOUNDATION | Desc |
| Book Value | $25,000 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $374,027 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $863,661 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$13,201 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $230 | OtherRevenueAmt |
| Revenue Not Reported | -$12,971 | RevenueNotReportedAmt |
| Revenue Subtotal | $876,632 | RevenueSubtotalAmt |
| Other Revenues Not Included | $8,290 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $8,290 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $884,922 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $970,903 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $230 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $230 | ExpensesNotReportedAmt |
| Expenses Subtotal | $970,673 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $8,290 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $8,290 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $978,963 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EXPENSES 230. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | INSURANCE CLAIM EXPENSES 8,290. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | DIRECT FUNDRAISING EXPENSES 230. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | INSURANCE CLAIM EXPENSES 8,290. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | BOARD MEMBER ARTHUR MAURER IS THE FATHER OF BOARD MEMBER PETER MAURER. NEITHER BOARD MEMBER HAS ANY DIRECT OR INDIRECT BUSINESS RELATIONSHIP WITH CHARLES SETTLEMENT HOUSE. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOARD TREASURER OF THE ORGANIZATION RECEIVES A COPY OF THE FINANCIAL STATEMENT, TAX RETURN, DEPRECIATION SCHEDULES AND ANY RECONCILIATION SCHEDULES FOR EXPENSE ALLOCATION BY THE AUDITORS. ALL FIGURES ON THE TAX RETURNS ARE TRACED BACK TO THE SUPPORTING DOCUMENTATION. PRIOR YEAR BALANCE SHEET FIGURES ARE COMPARED TO THE PREVIOUS YEAR TAX RETURN. QUESTIONS, STATEMENTS AND BOARD MEMBER LIST ARE REVIEWED FOR ACCURACY. ANY QUESTIONS OR INCONSISTENCIES ARE DISCUSSED WITH THE AUDITORS PRIOR TO FILING THE RETURN. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE CONFLICT OF INTEREST POLICY IS GIVEN TO ALL BOARD MEMBERS OF THE ORGANIZATION AT THE ANNUAL MEETING, WHERE DISCLOSURE AND SIGNATURE ARE REQUIRED. THE POLICY IS ALSO GIVEN TO NEW BOARD MEMBERS AS THEY JOIN. KEY EMPLOYEES ARE GIVEN THE POLICY ONCE A YEAR AND DISCLOSURE AND SIGNATURE IS REQUIRED. |
| FORM 990, PART VI, SECTION B, LINE 15A | COMPENSATION FOR THE CEO OF THE ORGANIZATION IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS BASED ON A PERFORMANCE APPRAISAL PREPARED BY THE EXECUTIVE COMMITTEE. THE LEVEL OF COMPENSATION IS COMPARED WITH DATA AVAILABLE THROUGH THE UNITED WAY OF GREATER ROCHESTER FOR LOCAL AGENCIES OF LIKE SIZE AND MISSION. |
| FORM 990, PART VI, SECTION C, LINE 19 | FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC VIA THE ORGANIZATION'S WEBSITE, GUIDESTAR.ORG, AND UPON REQUEST AT THE OFFICES OF THE ORGANIZATION. |
| FORM 990, PART XII, LINE 2C | THE PROCESS IS CONSISTENT WITH PRIOR YEARS. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSANA HOUSING DEVELOPMENT FUND CORP | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 431 JAY STREET | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14611 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 471561187 | EIN |
| Primary Activities | AFFORDABLE HOUSING PROJECT DEVELOPMENT | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES SETTLEMENT HOUSE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOSANA STADIUM LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 366 WHITE SPRUCE BLVD | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14623 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 471300374 | EIN |
| Primary Activities | AFFORDABLE HOUSING PROJECT DEVELOPMENT | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Direct Controlling NA | N/A | DirectControllingNACd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CSH HOUSING INC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 71 PARKWAY | AddressLine1Txt |
| City | ROCHESTER | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 14608 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 471320432 | EIN |
| Primary Activities | HOLDING COMPANY | PrimaryActivitiesTxt |
| Legal Domicile State | NY | LegalDomicileStateCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHARLES SETTLEMENT HOUSE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | C | EntityTypeTxt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Comments