2015-11-06T10:12:06-06:00 2014-12-31 420714325 MCGLADREY LLP 2000 W DOROTHY LN DAYTON OH 45439 990 2014-01-01 310536645 CATHOLIC SOCIAL SERVICES OF THE MIAMI VALLEY CATH 9372237217 922 WEST RIVERVIEW AVE DAYTON OH 454026424 LAURA J ROESCH CEO 9372237217 2015-10-21 1 KAREN O CRIM P00368385 9372980201 2014 2016-02-25 16:41:14Z LAURA J ROESCH 922 WEST RIVERVIEW AVE DAYTON OH 454026424 18470621 0 0928 X WWW.CSSMV.ORG X 1967 OH PROVIDE SOCIAL SERVICES AND EMERGENCY ASSISTANCE TO THOSE IN NEED IN THE MIAMI VALLEY REGION 19 19 144 362 0 0 3111780 3409816 14369084 14934352 40404 -180107 18152 36704 17539420 18200765 11137179 11171447 0 0 5006593 5099682 0 0 387940 1532821 1651063 17676593 17922192 -137173 278573 7739918 8088765 2183432 2244206 5556486 5844559 X PROVIDE SOCIAL SERVICES AND EMERGENCY ASSISTANCE TO THOSE IN NEED IN THE MIAMI VALLEY REGION, SERVING AUGLAIZE, DARKE, GREENE, MERCER, MIAMI, MONTGOMERY, PREBLE, AND SHELBY COUNTIES 0 0 9724561 7672152 9770439 PASSPORT AND COMCARE: IN PARTNERSHIP WITH THE STATE OF OHIO, CATHOLIC SOCIAL SERVICES (CSS) OFFERS SERVICES TO HELP INCOME-ELIGIBLE SENIORS IN FIVE NORTHERN MIAMI VALLEY REGION COUNTIES MAINTAIN INDEPENDENT LIVING. IN 2014, BY PROVIDING ASSESSMENTS AND REFERRALS, CSS HELPED 1299 SENIORS IN URBAN AND RURAL COMMUNITIES LIVE SAFELY WITH NEEDED SUPPORT IN THEIR OWN HOMES. 1188246 250 1428835 DAYCARE: 314 INNER-CITY CHILDREN, AGES 2 1/2 YEARS THROUGH KINDERGARTEN, ARE OVERCOMING BARRIERS TO EDUCATIONAL SUCCESS WITH THE UNIQUE SERVICES OFFERED BY THE MIAMI VALLEY FAMILY CARE CENTER (MVFCC). SPONSORED BY CATHOLIC SOCIAL SERVICES, THIS PROGRAM PROVIDES SUPPORT TO PARENTS AND THEIR YOUNG STUDENTS BY OFFERING INDIVIDUALIZED ACADEMIC PROGRAMS AND PARENT SUPPORT SERVICES. 100% OF MVFCC STUDENTS PASSED SCHOOL ENTRANCE TESTS IN 2014. THE DAYCARE IS NAEYC ACCREDITED AND A "FOUR STAR" STEP UP TO QUALITY EARLY CHILDHOOD CENTER. 1120543 328597 1213320 COUNSELING OF CLIENTS: IN 2014, THE WELLNESS COUNSELING PROGRAM PROVIDED COUNSELING FOR 603 INDIVIDUALS. THE SUPPORTING ATTACHMENT IN FAMILIES PROVIDED COUNSELING FOR 33 FAMILIES. REFUGEE RESETTLEMENT: IN 2014, THE REFUGEE RESETTELMENT CASEWORKERS SUCCESSFULLY LINKED 284 INDIVIDUALS TO PROGRAMS OF SUPPORT, EDUCATION, HEALTH SERVICES AND EMPLOYMENT SERVICES. 4990052 3170448 2532722 THE FOLLOWING ARE OTHER PROGRAM SERVICES: MISSION SERVICES, COUNSELING AND PREVENTION, ASSISTED LIVING, NORTHERN MIAMI VALLEY REGION COUNTIES OUTREACH, ADOPTION, FOSTER CARE, SERVICES FOR THE ELDERLY, PREGNANCY COUNSELING AND ERMA'S HOUSE FAMILY VISITATION CENTER. 4990052 3170448 2532722 17023402 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 133 2 1 144 1 0 0 0 0 1 1 1 1 0 0 0 0 X 19 19 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X X LAURA J ROESCH CEO 9372237217 922 W RIVERVIEW AVE DAYTON OH 454026424 DENNIS M SCHNURR CHAIR 0.10 X X 0 0 0 BERNIE FULLENKAMP PRESIDENT 1.00 X X 0 0 0 ANNA JONES MONNETT VICE PRESIDENT 1.00 X X 0 0 0 SHARON HAIRSTON TREASURER 1.00 X X 0 0 0 KAREN DAVIS SECRETARY 1.00 X X 0 0 0 STEVE BARRY TRUSTEE - AS OF 4/2014 1.00 X 0 0 0 JIM BUDDE TRUSTEE 1.00 X 0 0 0 GARY CODELUPPI TRUSTEE 1.00 X 0 0 0 RICHARD FERGUSON TRUSTEE 1.00 X 0 0 0 DONALD GRIESHOP TRUSTEE - TO 4/2014 1.00 X 0 0 0 GERALD HAEMMERLE TRUSTEE 1.00 X 0 0 0 BRIAN HEITKAMP TRUSTEE 1.00 X 0 0 0 ROBERT HICKEY TRUSTEE 1.00 X 0 0 0 JEFF HOAGLAND TRUSTEE - TO 1/2014 1.00 X 0 0 0 CONNIE HOMAN TRUSTEE 1.00 X 0 0 0 KEN MARCELLUS TRUSTEE - TO 9/2014 1.00 X 0 0 0 BRIAN MEYER TRUSTEE 1.00 X 0 0 0 MARK POLATAJKO TRUSTEE 1.00 X 0 0 0 BETH SAVAGE TRUSTEE - AS OF 4/2014 1.00 X 0 0 0 DAVID D SCHOEFF TRUSTEE 1.00 X 0 0 0 FLORENCE SEIFERT TRUSTEE 1.00 X 0 0 0 EDWARD M SMITH TRUSTEE 1.00 X 0 0 0 JENIFER L WILHELM TRUSTEE 1.00 X 0 0 0 CARRIE CRAIG DIRECTOR OF FINANCE AND AD 37.50 X 0 62197 8063 REGINA ESTEP DIRECTOR OF MARKETING AND 37.50 X 0 67240 18093 LAURA ROESCH CEO 37.50 X 0 97584 1696 0 227021 27852 0 0 0 0 0 580101 141398 2688317 1213872 3409816 FEES - GOV'T AGENCIES 624100 14262327 14262327 PROGRAM SERVICE FEES 624100 672025 672025 14934352 1070 1070 181177 -181177 -181177 -181177 114419 141398 88679 25740 25740 OTHER INCOME 624100 10964 10964 10964 18200765 14945316 0 -154367 11171447 11171447 254873 91111 163762 3494700 3239903 24097 230700 247157 222017 25140 759713 704215 55498 343239 301383 41856 8042 7617 425 33752 23177 10575 189783 125205 60177 4401 95091 32673 964 61454 386820 252095 79047 55678 400495 388570 11925 188479 152047 19317 17115 2484 2484 212901 200202 9486 3213 MISCELLANEOUS 133216 111740 18022 3454 17922192 17023402 510850 387940 2126060 2416062 105275 685644 1472715 1006092 5684766 1725261 4016747 3959505 19121 21462 7739918 8088765 1144987 1233830 1038445 1010376 2183432 2244206 X 1654286 1940636 3902200 3903923 5556486 5844559 7739918 8088765 278573 9500 0 X X 0 1 X 1 1 1 X 2219611 2493129 2632695 3111780 3409816 13867031 2219611 2493129 2632695 3111780 3409816 13867031 217283 13649748 66510 75910 70381 54971 1070 268842 14135873 76080272 0.96560 0.89400 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 473843 473843 2889799 1315005 1574794 1359938 118231 1241707 961186 292025 669161 3959505 X 18210265 9500 9500 18200765 0 18200765 17922192 0 17922192 0 17922192 PART X, LINE 2: INCOME TAX FOOTNOTE FROM THE DECEMBER 31, 2014 AUDITED FINANCIAL STATEMENTS: THE AGENCY QUALIFIES AS A TAX-EXEMPT, NONPROFIT ORGANIZATION UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR FEDERAL INCOME TAX IS REQUIRED. AT DECEMBER 31, 2014 AND 2013, MANAGEMENT DOES NOT BELIEVE THAT THE AGENCY CONDUCTS ANY ACTIVITIES SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. IN ADDITION, MANAGEMENT CONCLUDED THAT THERE ARE NO UNCERTAIN TAX POSITIONS AND, ACCORDINGLY, THERE IS NO ADJUSTMENT TO THE FINANCIAL STATEMENTS. WITH FEW EXCEPTIONS, THE AGENCY'S FEDERAL INFORMATION RETURNS ARE NO LONGER SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE FOR YEARS BEFORE 2011. JAZZ PARTY 142434 89881 52553 1800 9139 14306 2100 7475 GOLF TOURNEY 57805 26677 31128 1080 11550 9528 8340 2 55578 24840 30738 3006 4762 7491 8102 255817 141398 114419 1080 1800 23695 28596 9591 23917 88679 25740 1 PASSPORT AND COMCARE 1299 7672152 MISSION SERVICES 18528 963495 ASSISTED LIVING 133 2058199 COUNSELING FOR CLIENTS 603 328597 BEGINNINGS...THE FAMILY-BUILDING PROGRAM 225 4311 TEEN PARENTLINK 302 6419 ERMA'S HOUSE 278 2710 SHELBY COUNTY SENIOR PROGRAM 20 27375 CARE GIVERS 38 105994 DAYCARE CENTER 215 250 NORTHERN COUNTIES 806 1945 PART I, LINE 2: ASSISTANCE PROVIDED TO INCOME ELIGIBLE SENIORS AND OTHER INDIVIDUALS IN NEED OF SOCIAL SERVICES AND EMERGENCY ASSISTANCE. X 53689 FAIR MARKET VALUE X 1 295030 FAIR MARKET VALUE X 113 828832 FAIR MARKET VALUE X MISCELLANEOUS GIFTS FOR FUNDRAISERS 116 45821 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 THE ORGANIZATION'S DIRECTOR OF FINANCE AND ADMINISTRATION, EXECUTIVE DIRECTOR, AND THE AUDIT COMMITTEE REVIEW THE FORM 990 BEFORE IT IS FILED. AFTER THEIR REVIEW A COPY IS PROVIDED TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS. ALL NEW EMPLOYEES ARE REQUIRED TO SIGN CONFLICT OF INTEREST STATEMENT AS PART OF THE ORIENTATION TRAINING. IT IS REQUIRED THAT THE EXECUTIVE DIRECTOR BE NOTIFIED IF A CONFLICT OF INTEREST ARISES. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS FOR DETERMINING COMPENSATION IS A COMBINATION OF EDUCATION AND EXPERIENCE AS RELATED TO A PREDETERMINED SALARY SCALE. THEN THE COMPENSATION IS COMPARED TO OTHER LIKE POSITIONS WITHIN THE AGENCY. IN ADDITION SALARY SURVEYS ARE COMPLETED BY HUMAN RESOURCES ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990 PART XII, LINE 2C THE ORGANIZATION'S COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OR ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. FINANCIAL STATEMENTS ARE AUDITED FOR THE DAYTON BRANCH AND THE SIDNEY BRANCH OF CATHOLIC SOCIAL SERVICES OF THE MIAMI VALLEY.