2015-08-11T10:32:04-05:00 2015-03-31 161092347 MENGEL METZGER BARR & CO LLP 100 CHESTNUT STREET SUITE 1200 ROCHESTER NY 14604 990 2014-04-01 160868128 CHARLES SETTLEMENT HOUSE INC CHAR 5853285453 71 PARKWAY ROCHESTER NY 14608 SCOTT BENJAMIN PRESIDENT 5853285453 2015-08-04 1 SHELBY L STENSON P00440078 5854231860 2015-08-04 2014 2016-02-25 16:41:14Z X SCOTT BENJAMIN 71 PARKWAY ROCHESTER NY 14608 918426 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 22 60 0 0 721719 699984 81366 133660 6229 11840 -21720 46608 787594 892092 0 0 0 0 624933 574266 0 0 17364 397260 351961 1022193 926227 -234599 -34135 3206710 3214463 138822 171742 3067888 3042721 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. OUR EXEMPT PURPOSE ACHIEVEMENTS FOR OUR THREE LARGEST PROGRAMS BY TOTAL EXPENSES INCURRED ARE YOUTH DEVELOPMENT, FAMILY SERVICES AND PARKWAY-COMMUNITY SERVICES. 0 0 320650 49595 YOUTH DEVELOPMENT-OVERVIEWPOSITIVE 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 93 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. CSH ALSO PROVIDED SIMILAR ENRICHMENT ACTIVITIES AT SCHOOL #17 IN THE ROCHESTER CITY SCHOOL DISTRICT; WE WORKED WITH 145 STUDENTS IN THE EXPANDED LEARNING TIME PROGRAM.WE SERVED 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 WORKED WITH 27 YOUTH IN RIY AND 4 IN THE NEW RE-ENTRY PROGRAM. WE ALSO LAUNCHED 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. 12 YOUTH PARTICIPATED IN THIS NEW PROGRAM. 154853 86 FAMILY SERVICESTHE CHARLES SETTLEMENT HOUSE FAMILY SERVICES DEPARTMENT ASSISTS INDIVIDUALS AND FAMILIES IN CRISIS. WE PROVIDE FOOD AND CLOTHING; CASE WORKERS ASSIST FAMILIES IN MEETING GOALS TO OVERCOME THE IMMEDIATE CRISIS. 1,527 INDIVIDUALS RECEIVED FOOD ASSISTANCE IN 2014. A TOTAL OF 15,781 MEALS WERE PROVIDED THROUGH OUR FOOD PANTRY TO 588 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. 141286 60581 PARKWAY-COMMUNITY SERVICESTHE 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 ICIRCLE. SPACE IS ALSO USED BY EXPERIENCE WORKS, ROCHESTER NORTHWEST ROTARY CLUB, THE EMERGENCY SERVICES & FAMILY STABILIZATION NETWORK, AND OTHER NEIGHBORHOOD GROUPS. 112206 3398 SENIOR CENTER & SENIOR NUTRITIONTHE CHARLES SETTLEMENT HOUSE SENIOR CENTER RECOVERED FROM THE DEVASTATING FLOODING CAUSED BY A BROKEN SPRINKLER PIPE IN JANUARY 2014. THE CENTER REOPENED AND ADDED ANOTHER SATELLITE LOCATION DURING THE YEAR. THE 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). 249 UNDUPLICATED INDIVIDUALS PARTICIPATED IN THE SERVICES AT OUR CENTER DURING THE 2014 PROGRAM YEAR AND 12,820 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 FOR SENIORS WHO ARE 60 AND OVER (HUSBANDS AND WIVES, WIDOWS AND WIDOWERS, DEVELOPMENTALLY DISABLED SENIORS, AND SENIORS WITH PHYSICAL DISABILITIES, ETC.) 34692 20000 COMMUNITY-NEIGHBORHOOD CAPACITY BUILDINGOUR NEIGHBORHOOD CAPACITY BUILDING/COMMUNITY ORGANIZING PROGRAM IS MAKING A VISIBLE DIFFERENCE IN OUR COMMUNITY AND CONTINUES TO GROW. CHARLES SETTLEMENT HOUSE PARTNERED WITH ROCHESTER'S CORNERSTONE GROUP TO BREAK GROUND ON A NEW AFFORDABLE HOUSING PROJECT LOCATED IN THE JOSANA NEIGHBORHOOD OF ROCHESTER. BY THE END OF THE FISCAL YEAR, 7 FAMILIES HAD MOVED INTO THE NEW HOMES AND ALL 45 UNITS WILL BE COMPLETE BY THE END OF 2015. 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. 146898 23398 763687 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 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 10 0 1 22 1 0 0 0 0 0 1 1 0 0 0 0 X 15 15 1 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 NY X 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/PARTIAL YEAR SECRETARY 1.50 X X 0 0 0 ARTHUR MAURER DIRECTOR 1.50 X 0 0 0 PHILLIP C COLBY PARTIAL YEAR DIRECTOR 1.00 X 0 0 0 THOMAS SWARTZ DIRECTOR 1.50 X 0 0 0 DOROTHY PECORARO DIRECTOR/VICE CHAIR 2.50 X X 0 0 0 PATRICIA CUMMINGS DIRECTOR/PARTIAL YEAR TREASURER 1.50 X X 0 0 0 GLENN GARDNER DIRECTOR 1.50 X 0 0 0 LUIS APONTE DIRECTOR 1.00 X 0 0 0 MOLLY MESKO DIRECTOR/CHAIR 2.50 X X 0 0 0 PAUL BECKFORD DIRECTOR 0.50 X 0 0 0 CAROL DAYES DIRECTOR 0.50 X 0 0 0 JACOB SCOTT PARTIAL YEAR DIRECTOR 0.30 X 0 0 0 PETER MAURER DIRECTOR/SECRETARY 1.50 X X 0 0 0 PETER SAXE DIRECTOR 1.00 X 0 0 0 LYDIA FERNANDEZ DIRECTOR 1.50 X 0 0 0 CHRISTOPHER PUGH DIRECTOR 1.50 X 0 0 0 SCOTT BENJAMIN PRESIDENT & CEO 40.00 X 76299 0 5228 JEAN REITHEL DIRECTOR OF FINANCE 40.00 X 53788 0 5092 130087 0 10320 0 0 0 0 LECHASE CONSTRUCTION SERVICES LLC 205 INDIGO CREEK DRIVE ROCHESTER NY 14626 GENERAL CONTRACTOR REPAIR/RENOVATIONS FR 203625 SERVICEMASTER BY ASAP TOTAL RESTORATION 900 JEFFERSON ROAD BILG 16-2 ROCHESTER NY 14623 CLEAN UP/MITIGATION OF FLOOD DAMAGE 125098 2 389770 159521 150693 699984 PARKWAY RENTAL 532000 60372 60372 FEES 531390 39795 39795 MISCELLANEOUS 900099 33493 33493 133660 13174 13174 25000 26334 -1334 -1334 -1334 INSURANCE CLAIM 900099 46608 46608 46608 892092 133660 0 58448 140179 44043 87415 8721 336612 325232 11359 21 2353 2353 49678 41420 8258 45444 37839 6837 768 58331 47369 4493 6469 4849 2997 1401 451 98407 91992 6415 4368 4349 19 6218 3592 2007 619 122888 118736 4152 30165 25510 4655 PROGRAM SUPPLIES & FOOD 8736 7309 1404 23 EMERGENCY ASSISTANCE 6819 6819 DUES & SUBSCRIPTIONS 6191 2949 2950 292 EQUIPMENT 4291 3518 773 698 13 685 926227 763687 145176 17364 53054 115739 68809 81817 176750 135628 4254 3447 4742922 2237798 2551937 2505124 351906 347708 25000 3206710 3214463 85221 120802 45951 43440 7650 7500 138822 171742 X 2945527 2933026 122361 109695 3067888 3042721 3206710 3214463 -34135 8968 0 X X 0 1 X 1 0 X 971220 1116054 1202047 721719 699984 4711024 971220 1116054 1202047 721719 699984 4711024 218783 4492241 11729 11871 12489 12539 13174 61802 46608 46608 4819434 334575 0.93210 0.98570 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 55900 55900 4530228 2093389 2436839 142814 131128 11686 13980 13281 699 2505124 X 909671 8968 8611 17579 892092 0 892092 934838 8611 8611 926227 0 926227 PART X, LINE 2: CHARLES SETTLEMENT HOUSE, INC. IS ORGANIZED AS A NONPROFIT CORPORATION, AND IS EXEMPT FROM FEDERAL AND STATE INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE REGULATIONS. THE ORGANIZATION FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND IN NEW YORK STATE. WITH FEW EXCEPTIONS, AS OF MARCH 31, 2015, THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL OR STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS ENDED PRIOR TO MARCH 31, 2012. THE TAX RETURNS FOR THE YEARS ENDED MARCH 31, 2012 THROUGH MARCH 31, 2015 ARE STILL SUBJECT TO POTENTIAL AUDIT BY THE IRS AND THE TAXING AUTHORITIES IN NEW YORK STATE. MANAGEMENT OF THE ORGANIZATION BELIEVES IT HAS NO MATERIAL UNCERTAIN TAX POSITIONS AND, ACCORDINGLY IT HAS NOT RECOGNIZED ANY LIABILITY FOR UNRECOGNIZED TAX BENEFITS. 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 A, LINE 4 THE BYLAWS WERE AMENDED DURING THE FISCAL YEAR TO COMPLY WITH THE NON-PROFIT REVITALIZATION ACT. 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. SETTLEMENT HOUSES OF ROCHESTER FOUNDATION INC 71 PARKWAY ROCHESTER NY 14608 474430264 PROVIDE DEVELOPMENT SERVICES TO SETTLEMENT HOUSES NY 501(C)(3) LINE 7 0 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 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0