2016-08-08T08:30:51-05:00 2016-03-31 161092347 MENGEL METZGER BARR & CO LLP 100 CHESTNUT STREET SUITE 1200 ROCHESTER NY 14604 990 2015-04-01 160868128 CHARLES SETTLEMENT HOUSE INC CHAR 5853285453 71 PARKWAY ROCHESTER NY 14608 SCOTT BENJAMIN PRESIDENT 5853285453 2016-08-01 1 SHELBY L STENSON P00440078 5854231860 2016-08-01 2015 2016-12-15 16:53:06Z SCOTT BENJAMIN 71 PARKWAY ROCHESTER NY 14608 885152 0 X WWW.CHARLESSETTLEMENTHOUSE.ORG X 1978 NY 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. 15 15 26 60 0 0 699984 784744 133660 85653 11840 14525 46608 0 892092 884922 0 0 0 0 574266 614926 0 0 16122 351961 364037 926227 978963 -34135 -94041 3214463 3062334 171742 126855 3042721 2935479 X 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. 0 0 348995 10769 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. 163430 74658 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. 154803 26 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 103415 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.) 33377 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. 136792 200 804020 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 11 0 26 1 0 0 0 0 0 0 0 0 0 0 X 15 15 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X X CHARLES SETTLEMENT HOUSE 5852770810 71 PARKWAY ROCHESTER NY 14608 JERRY BRYDGES DIRECTOR/TREASURER 1.50 X X 0 0 0 SR LORRAINE BURNS DIRECTOR 1.50 X 0 0 0 ARTHUR MAURER DIRECTOR 1.00 X 0 0 0 THOMAS SWARTZ DIRECTOR THRU 6/2015 1.50 X 0 0 0 DOROTHY PECORARO DIRECTOR/VICE CHAIR 2.50 X X 0 0 0 PATRICIA CUMMINGS DIRECTOR 1.50 X 0 0 0 GLENN GARDNER DIRECTOR 1.50 X 0 0 0 LUIS APONTE DIRECTOR 1.50 X 0 0 0 MOLLY MESKO DIRECTOR/CHAIR 3.00 X X 0 0 0 PAUL BECKFORD DIRECTOR THRU 6/2015 0.50 X 0 0 0 CAROL DAYES DIRECTOR 1.00 X 0 0 0 PETER MAURER DIRECTOR/SECRETARY 2.50 X X 0 0 0 PETER SAXE DIRECTOR 0.50 X 0 0 0 LYDIA FERNANDEZ DIRECTOR 2.00 X 0 0 0 CHRISTOPHER PUGH DIRECTOR 2.00 X 0 0 0 SHANTEL FRAZIER DIRECTOR 1.00 X 0 0 0 FLOYD GIBSON JR DIRECTOR 1.00 X 0 0 0 SCOTT BENJAMIN PRESIDENT & CEO 40.00 X 78060 0 5745 JEAN REITHEL DIRECTOR OF FINANCE 40.00 X 53192 0 5605 131252 0 11350 0 0 0 0 LECHASE CONSTRUCTION SERVICES LLC 205 INDIGO CREEK DRIVE ROCHESTER NY 14626 GENERAL CONTRACTOR REPAIR/RENOVATIONS FR 189941 1 362485 1779 289962 130518 3470 784744 PARKWAY RENTAL 532000 74225 74225 FEES 531390 10907 10907 MISCELLANEOUS 900099 521 521 85653 14525 14525 230 1779 230 0 884922 85653 0 14525 143088 48492 85603 8993 370828 346020 24808 50940 39734 10449 757 50070 41970 8100 49894 42108 2926 4860 6613 4235 1512 866 85403 80134 5269 4418 4376 42 9735 8734 505 496 458 458 132408 127049 5359 31104 28590 2514 PROGRAM SUPPLIES & FOOD 13875 12997 878 0 EMERGENCY ASSISTANCE 10728 10728 EQUIPMENT 8604 8365 239 INSURANCE CLAIM 8290 8290 2507 488 1869 150 978963 804020 158821 16122 115739 23034 81817 21821 135628 131699 90000 3447 4688 4787271 2370206 2505124 2417065 347708 25000 374027 3214463 3062334 120802 57363 43440 15992 7500 7500 46000 171742 126855 X 2933026 2833979 109695 101500 3042721 2935479 3214463 3062334 -94041 -13201 0 X X 0 1 X 1 0 X 1116054 1202047 721719 699984 784744 4524548 1116054 1202047 721719 699984 784744 4524548 211623 4312925 11871 12489 12539 13174 14525 64598 46608 46608 4635754 377189 0.93040 0.93210 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: INSURANCE CLAIM RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 55900 55900 4571108 2220148 2350960 146283 136078 10205 13980 13980 0 2417065 349027 F INVESTMENT IN SETTLEMENT HOUSE OF ROCHESTER FOUNDATION 25000 C 374027 863661 -13201 230 -12971 876632 8290 8290 884922 970903 230 230 970673 8290 8290 978963 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. 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. JOSANA HOUSING DEVELOPMENT FUND CORP 431 JAY STREET ROCHESTER NY 14611 471561187 AFFORDABLE HOUSING PROJECT DEVELOPMENT NY 501(C)(3) LINE 7 CHARLES SETTLEMENT HOUSE INC 1 JOSANA STADIUM LLC 366 WHITE SPRUCE BLVD ROCHESTER NY 14623 471300374 AFFORDABLE HOUSING PROJECT DEVELOPMENT NY N/A CSH HOUSING INC 71 PARKWAY ROCHESTER NY 14608 471320432 HOLDING COMPANY NY CHARLES SETTLEMENT HOUSE INC C 1.00000 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0