2015-03-03T11:57:04-06:00 2012-12-31 311119890 BARNES DENNIG & CO LTD 2617 LEGENDS WAY SUITE 100 CRESTVIEW HILLS KY 41017 990 2012-01-01 311101401 BETHANY HOUSE SERVICES INC BETH 5139211131 1841 FAIRMOUNT AVENUE CINCINNATI OH 45214 ROBERT A ALEXANDER 5139211131 2015-03-03 1 ALAN E BIEBER P00843797 8593446400 2012 2016-02-25 16:41:14Z ROBERT A ALEXANDER 1841 FAIRMOUNT AVENUE CINCINNATI OH 45214 3281048 0 X WWW.BETHANYHOUSESERVICES.ORG X 1983 OH EMERGENCY SHELTER, TRANSITIONAL AND PERMANENT HOUSING, AND COMMUNITY OUTREACH. 17 17 26 1286 0 0 2808489 2220925 41 847800 46928 32054 16284 34579 2871742 3135358 655695 931111 0 0 857676 903986 0 0 130578 359953 381506 1873324 2216603 998418 918755 2964014 3080225 187937 144874 2776077 2935351 X BETHANY HOUSE COLLABORATES WITH OTHERS TO PROVIDE A FULL RANGE OF HOUSING, EDUCATION, AND ASSISTANCE PROGRAMS TO THE HOMELESS AND DISADVANTAGED WOMEN AND CHILDREN. 0 0 467713 42552 EMERGENCY SHELTER - THE EMERGENCY SHELTER IS LOCATED IN SOUTH FAIRMOUNT, ON FAIRMOUNT AVENUE. THE LARGE HISTORIC HOME HAS 14 ROOMS ACCOMMODATING UP TO 30 WOMEN AND CHILDREN. THE ULTIMATE GOAL FOR EVERY PROGRAM PARTICIPANT IS ACHIEVEMENT OF PERMANENT AFFORDABLE HOUSING AND PERSONAL/FAMILY STABILIZATION THROUGH A RELIABLE INCOME SOURCE. BETHANY HOUSE EMERGENCY SHELTER IS STAFFED BY LICENSED SOCIAL WORK PROFESSIONALS AND TRAINED SOCIAL WORK PROVIDERS.IN 2012 BETHANY HOUSE SERVICES (BHS) PROVIDED 389 HOMELESS INDIVIDUALS WITH EMERGENCY SHELTER IN A SAFE SECURE ENVIRONMENT. DURING THE PARTICIPANTS' STAY IN THE SHELTER PROGRAM, BHS PROVIDED TRANSPORTATION SERVICES, NUTRITIOUS MEALS AND LAUNDRY (CONTINUED ON SCHEDULE O) (CONTINUED FROM PAGE 2) FACILITIES AS WELL AS LIFE SKILLS LITERACY AND CHILD/PARENT PROGRAMMING. THE PARTICIPANTS ALSO RECEIVED COMPREHENSIVE CASE MANAGEMENT AND DEVELOPED AN INDIVIDUALIZED CASE PLAN WITHIN FIVE DAYS OF ENTERING THE SHELTER. CLIENTS BEGAN A SEARCH FOR AFFORDABLE HOUSING; THEY ATTENDED LIFE SKILLS CLASSES AND SAFETY WORKSHOPS; THEY RECEIVED PHYSICAL AND MENTAL ASSISTANCE, JOB SKILL TRAINING AND EMPLOYMENT COUNSELING. SINCE A HIGH PERCENTAGE OF THE POPULATION CONSISTS OF AT-RISK CHILDREN, BHS WORKS CLOSELY WITH THE DEPARTMENT OF EDUCATION, CHILDREN'S SERVICES, PROJECT CONNECT AND OTHER AGENCIES TO ADDRESS KEY ISSUES RELATED TO THE CHILDREN. THE PARENT IS STRONGLY ENCOURAGED TO ENROLL HER CHILDREN IN SCHOOL, ATTEND PARENTING PLUS AT BHS AND TO SEEK TRAINING AND EMPLOYMENT OPPORTUNITIES.BHS ASSISTED 162 HOUSEHOLDS WITH DEVELOPING A CASE PLAN; 100% OF SCHOOL AGE CHILDREN WERE ENROLLED IN SCHOOL; 77% OF WOMEN ATTENDED LIFE SKILLS TRAINING; 71% OF WOMEN WHO EXITED THE SHELTER PARTICIPATED IN THE BHS POST SHELTER PROGRAM. THE SHELTER SOCIAL SERVICE WORKERS PROCESSED 7,401 HOT LINE CALLS FOR INFORMATION, REFERRALS AND GUIDANCE. BHS PROVIDED 10,740 NIGHTS OF SHELTER STAY DURING THIS PERIOD THAT AVERAGED 30 INDIVIDUALS DAILY. SHELTER CASE MANAGERS PROVIDED THE FAMILIES WITH 3,587 INSTANCES OF DEVELOPING PARTICIPANT'S CONTACTS, CASE PLANS, ADDRESSING INTERVENTIONS AND HELPING WITH REFERRALS. AGENCY STAFF AND VOLUNTEERS FOR THE WOMEN AT THE SHELTER CONDUCTED OVER 108 LIFE SKILLS LITERACY SESIONS. THESE SESSIONS INCLUDED BUDGETING, NUTRITION, WELLNESS, PARENTING AND ORGANIZING CLASSES. THERE WERE 150 CHILD CARE SESSIONS HELD FOR CHILDREN OF ALL AGES. DURING THE EVENING, AREA HIGH SCHOOL AND COLLEGE STUDENTS, AS WELL AS OTHER ADULT VOLUNTEERS, GAVE THEIR TIME TO DO ART PROJECTS, HOMEWORK, READ BOOKS AND PLAY WITH THE CHILDREN WHILE THE MOMS ARE IN LIFE SKILLS LITERACY SESSIONS.BHS CONTINUES TO PROVIDE SUPPORT WHEN FAMILIES LEAVE THE SHELTER THROUGH POST SHELTER SUPPORT, INCLUDING FOLLOW-UP HOUSE, PHONE AND SOCIAL SERVICE CENTER VISITS. THIS FOLLOW-UP PROGRAM IS DESIGNED AND IMPLEMENTED TO HELP THE FAMILIES MAINTAIN STABLE HOUSING, INCOME AND GENERAL WELL-BEING. 703990 428591 RAPID RE-HOUSING - RAPID REHOUSING IS A FEDERALLY FUNDED PROGRAM DESIGNED TO RAPIDLY HOUSE HOMELESS FAMILIES WHO ARE STAYING AT ONE OF THE FAMILY EMERGENCY SHELTERS IN CINCINNATI. THIS TRANSITIONAL PROGRAM PROVIDES PERMANENT HOUSING FOR FAMILIES ASSESSED AS BEING "MODERATELY" DIFFICULT TO HOUSE. THE GOAL OF THE RAPID RE-HOUSING PROGRAM IS TO MOVE FAMILIES FROM THE FAMILY SHELTERS IN HAMILTON COUNTY INTO PERMANENT, SUPPORTIVE HOUSING WITHIN TWO WEEKS. THESE FAMILIES RECEIVE ON-GOING CASE MANAGEMENT AND AN ARRAY OF SUPPORT SERVICES TO ENSURE LONG TERM STABILITY IN BOTH INCOME AND HOUSING.IN 2012, 371 WOMEN AND CHILDREN FROM 72 FAMILIES WERE PLACED IN PERMANENT HOUSING. 366025 261715 FAMILY TRANSITIONAL HOUSING-FAMILY TRANSITIONAL HOUSING PROVIDES A UNIQUE, INDIVIDUALIZED HOUSING EXPERIENCE FOR FORMERLY HOMELESS WOMEN WHOSE VULNERABILITY MAKES THEM HIGH-RISK FOR FAILURE. COMPREHENSIVE CASE MANAGEMENT, INDIVIDUAL AND GROUP COUNSELING, AND LIFE SKILL SESSIONS SHARED IN A SUPPORTIVE HOME-LIKE ENVIRONMENT CREATES A SYNERGY FOR SUCCESS. AS THEY WORK TOWARD INDEPENDENCE, EMPLOYMENT AND HOUSING THE WOMEN LEARN TO BUILD SUPPORTIVE NETWORKS IN THEIR PERSONAL LIVES AND ON THE JOB.IN 2012, THE FAMILY TRANSITIONAL HOUSING PROGRAM ASSISTED 225 HOMELESS WOMEN AND CHILDREN, FROM 30 FAMILIES, MOVE OUT OF CINCINNATI'S EMERGENCY SHETLERS WHERE THEY HAD LIVED FOR MORE THAN 30 DAYS. 31989 848000 PERMANENT HOUSING - BETHANY HOMES IS A 24-UNIT APARTMENT WHICH PROVIDES PERMANENT, SAFE, AFFORDABLE HOUSING FOR FAMILIES, MOST WITH A SINGLE WORKING MOTHER. IN ADDITION TO 1 AND 2 BEDROOM APARTMENTS, THE COMPLEX HAS A MULTI-PURPOSE ROOM FOR RESIDENTS, A PLAYGROUND AND OUTDOOR PICNIC AREA. BEHTHANY HOUSE PROVIDES SEASONAL ACTIVITIES FOR THE FAMILIES.IN 2012 25 FAMILIES WERE SERVED. 44486 74 BETHANY PLACE - BETHANY PLACE IS A SHELTER FOR HOMELESS WOMEN WHO EITHER DO NOT HAVE CHILDREN OR DO NOT LIVE WITH THEIR CHILDREN. THESE WOMEN OFTEN FACE FAR DIFFERENT ISSUES THAN THOSE FACED BY HOMELESS FAMILIES. FOCUSING ON ATTAINING STABILITY AND INDEPENDENCE, BETHANY PLACE INTEGRATES STRONG CASE MANAGEMENT THAT INCLUDES A PROFESSIONALLY FACILITATED SUPPORT GROUP AND THERAPEUTIC COUNSELING FOR MORE SERIOUS EMOTIONAL PROBLEMS. THIS UNIQUE TRANSITIONAL HOUSING OPPORTUNITY PROVIDES A SHARED HOME-LIKE ENVIRONMENT AND LIFE SKILLS INSTRUCTION. THIS COMBINATION OF SUPPORT SERVICES ALLOWS WOMEN TO EFFECTIVELY DEAL WITH A VARIETY OF LIFE PROBLEMS AND BUILD A SUPPORTIVE NETWORK TO SUSTAIN THEM AS THEY MOVE TOWARD EMPLOYMENT AND PERMANENT HOUSING.IN 2012, BETHANY PLACE SERVED 11 INDIVIDUALS AND 93% SECURED STEADY EMPLOYMENT AND/OR BENEFITS TO ACCESS PERMANENT HOUSING. 363178 198179 FAMILY SHELTER PARTNERSHIP PROGRAM - BETHANY HOUSE ACTS AS THE LEAD AGENCY IN THE FAMILY SHELTER PARTNERSHIP PROGRAM (FSPP) WHICH IS A COLLABORATION OF FIVE FAMILY SHELTER PROGRAMS IN THE GREATER CINCINNATI AREA. WORKING TOGETHER FSPP PROVIDES A CENTRAL ACCESS POINT FOR HOMELESS FAMILIES TO FIND A SHELTER AND FOR COORDINATED AND INTEGRATED SERVICES TO FIND MORE PERMANENT HOUSING.THE FSPP PROVIDES CASE MANGEMENT, COMPREHENSIVE SOCIAL SERVICES, JOB TRAINING, RETENTION COACHES AND A SHARED COMMUNICATION AND INFORMATION SYSTEM. STAFF WORK CLOSELY WITH HAMILTON COUNTY JOB AND FAMILY SERVICES, CHILDREN'S SERVICES AND EMPLOYMENT SERVICES. A FAMILY STABILIZATION FUND IS AVAILABLE TO THE HOMELESS FAMILIES TO HELP THEM REMOVE FINANCIAL BARRIERS TO THE RE-ESTABLISHMENT OF THEIR HOMES AS PART OF A WELL DEVELOPED CASE PLAN.IN 2012, THE FSPP SERVED 2084 INDIVIDUALS. 439653 198253 848000 1977381 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 4 0 1 26 1 0 0 0 0 0 1 1 0 0 0 0 X 17 17 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 X X X NANCY TOLLE 5139211131 1841 FAIRMOUNT AVENUE CINCINNATI OH 45214 ROBERT ALEXANDER 2.00 X X 0 0 0 STEPHEN G BRINKER ESQ 2.00 X X 0 0 0 KIM BAIRD 1.00 X 0 0 0 LISA PHIPPS RN 1.00 X 0 0 0 ROBERT S HEIDT JR MD 1.00 X 0 0 0 ROBERT J INKROT 1.00 X 0 0 0 THOMAS C LEUGERS 1.00 X 0 0 0 DENISE D SCHUMACHER 1.00 X X 0 0 0 KIRK KOPPENHOEFFER 1.00 X 0 0 0 GAIL MYERS 1.00 X 0 0 0 KATHI PHILLIPS 1.00 X 0 0 0 CALVIN WRIGHT 1.00 X 0 0 0 TRICIA RODDY 1.00 X X 0 0 0 KATHLEEN LONG CPA 1.00 X 0 0 0 MEGAN MCCUEN 1.00 X 0 0 0 SEAN MULLINS 1.00 X 0 0 0 SHARON RAESS 1.00 X 0 0 0 DOUG BOSCHERT 1.00 X 0 0 0 LUCY CRANE 1.00 X 0 0 0 JENNY JOSTWORTH 1.00 X 0 0 0 CAROLYN MC CABE 1.00 X 0 0 0 CAROLYN TURNER 1.00 X 0 0 0 SR MARY STANTON RSM LSW 40.00 X 30560 0 373 NANCY C TOLLE 40.00 X 55265 0 9101 85825 0 9474 0 0 0 0 0 135162 1582499 503264 26611 2220925 PROGRAM RELATED INVEST 900003 834329 834329 RENTAL AGENT FEES 541610 13471 13471 847800 32731 32731 91254 91931 -677 -677 -677 88138 135162 53759 34379 34379 OTHER INCOME 900099 200 200 200 3135358 848000 0 66433 175860 175860 755251 755251 85825 63086 19343 3396 649326 554059 28327 66940 99930 82567 7073 10290 68905 56756 5728 6421 15015 11830 2275 910 35484 32124 1990 1370 7803 6243 492 1068 46798 39310 3276 4212 24222 13318 9243 1661 REPAIRS AND MAINTENANCE 68420 49115 6951 12354 CASE MANAGEMENT CONTRAC 42352 42352 0 0 SUPPLIES 39328 31918 4210 3200 FOOD 26354 26354 0 0 75730 37238 19736 18756 2216603 1977381 108644 130578 12651 14756 488356 364150 823701 745926 39684 4234 85000 85000 18027 9844 1170815 630466 555566 540349 745825 1116512 74010 74010 121194 125444 2964014 3080225 187937 144874 187937 144874 X 1895815 2242468 346258 130488 534004 562395 2776077 2935351 2964014 3080225 X 918755 74856 -834337 X X 0 1 X 1 1 1 X 1153985 1195673 1786895 2741512 2085763 8963828 1153985 1195673 1786895 2741512 2085763 8963828 8963828 37299 -6735 17776 46743 32054 127137 33 1401 1434 9092399 1345859 0.98590 0.98130 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 745825 275165 100580 5058 1116512 650845 103512 -5142 3390 745825 635825 18130 3110 650845 535217 681 102735 2808 635825 682970 1669 -147587 1835 535217 0 0 63716 63716 908520 469608 438912 198579 160858 37721 540349 X 3477460 74856 72291 1029292 1176439 2301021 834337 834337 3135358 2465041 72291 176147 248438 2216603 0 2216603 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: THE ORGANIZATION'S ENDOWMENT CONSISTS OF FUNDS ESTABLISHED TO PROVIDE INCOME TO OPERATIONS. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE ORGANIZATION BELIEVES THEIR ESTIMATE THAT NO INCOME TAX IS DUE IS APPROPRIATE BASED ON CURRENT FACTS AND CIRCUMSTANCES. PART XI, LINE 2D - OTHER ADJUSTMENTS: INCOME FROM CONSOLIDATED ENTITIES 975,533. DIRECT EXPENSES FOR SPECIAL EVENTS 53,759. PART XI, LINE 4B - OTHER ADJUSTMENTS: PASS-THROUGH LOSS FROM PROGRAM-RELATED INVESTMENT -18,475. PASS-THROUGH INTEREST INCOME FROM PROGRAM-RELATED INVESTMENT 8. PASS-THROUGH OF REVENUE FROM RELEASE OF DEBT FROM RELATED ENTITY 852,804. PART XII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES FROM CONSOLIDATED ENTITIES 122,388. DIRECT EXENSES FOR SPECIAL EVENTS 53,759. GOLF OUTING 76437 60005 16432 20336 CABARET 24905 12205 12700 9368 4 121958 62952 59006 24055 223300 135162 88138 53759 53759 34379 1 SALVATION ARMY 114 E CENTRAL PARKWAY CINCINNATI OH 45202 135562351 501(C)(3) 35172 HOTLINE, EMERGENCY SHELTER & ASSISTANCE TO FIND PERMANENT HOUSING FOR HOMELESS FAMILIES YWCA 898 WALNUT STREET CINCINNATI OH 45202 310537518 501(C)(3) 35172 HOTLINE, EMERGENCY SHELTER & ASSISTANCE TO FIND PERMANENT HOUSING FOR HOMELESS FAMILIES INTERFAITH HOSPITALITY 990 NASSAU CINCINNATI OH 45206 311335474 501(C)(3) 35172 HOTLINE, EMERGENCY SHELTER & ASSISTANCE TO FIND PERMANENT HOUSING FOR HOMELESS FAMILIES MERCY ST JOHN 1800 LOGAN STREET CINCINNATI OH 45202 311222942 501(C)(3) 70344 HOTLINE, EMERGENCY SHELTER & ASSISTANCE TO FIND PERMANENT HOUSING FOR HOMELESS FAMILIES 4 0 ODOD, DIRECT ASSISTANCE, HUD, CESG, AND GENERAL FUNDS 1226 755251 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE ORGANIZATION REVIEWS GRANT FUNDS TO INSURE THEY ARE USED FOR THEIR INTENDED PURPOSES REGULARLY. X 95 9206 X OPERATING SUPPLIES 162 17405 0 1 0 FORM 990, PART VI, SECTION B, LINE 11 THE TREASURER AND THE FINANCE COMMITTEE REVIEWED AND PROVIDED INPUT TO THE 990 AND THEN RECOMMENDED ITS APPROVAL TO THE OFFICERS AND MEMBERS OF THE EXECTUTIVE COMMITTEE, WHO THEN REVIEWED AND APPROVED THE DOCUMENT FOR FILING. FORM 990, PART VI, SECTION B, LINE 12C BETHANY HOUSE SERVICES (BHS) ADHERES TO THE AGENCY'S CONFLICT OF INTERST POLICY WHICH DICTATES THE PROCEDURES AND PRACTICES TO BE FOLLOWED TO PREVENT THE PERSONAL INTEREST OF STAFF MEMBERS, BOARD MEMBERS AND VOLUNTEERS FROM ITERFERING WITH THE PERFORMANCE OF THEIR DUTIES, OR RESULTS IN THE PERSONAL, FINANCIAL OR POLITICAL GAIN AT THE EXPENSE OF THE AGENCY, ITS MEMBERS, SUPPORTERS OR OTHER STAKEHOLDERS. EACH BOARD MEMBER, OFFICER, STAFF MEMBER AND VOLUNTEER SIGNS AND DATES THE POLICY AT THE BEGINNING OF THEIR TERM OF SERVICE OR EMPLOYMENT AND EACH YEAR THEREAFTER. THIS POLICY AND DISCLOSURE FORM IS REVIEWED AND DISTRIBUTED ANNUALLY BY ALL SPECIFIED PARTIES. FULL DISCLOSURE IS REQUIRED, BY NOTICE IN WRITING, BY ALL INTERESTED PARTIES TO THE FULL BOARD OF DIRECTORS IN ALL CONFLICTS OF INTEREST. FOLLOWING FULL DISCLOSURE OF A POSSIBLE CONFLICT OF INTEREST OR ANY CONDITION SPECIFIED IN THE POLICY, THE BOARD OF DIRECTORS SHALL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS AND, IF SO, THE BOARD SHALL VOTE TO AUTHORIZE OR REJECT THE TRANSACTION OR TAKE OTHER ACTION DEEMED NECESSARY TO ADDRESS THE CONFLICT AND PROTECT BHS'S BEST INTERESTS. FORM 990, PART VI, SECTION B, LINE 15 SUPERVISORS ANNUALLY CONDUCT PERFORMANCE EVALUATIONS WHICH ARE BASED ON PERFORMANCE OF RESPONSIBILITIES FROM JOB DESCRIPTIONS AND ACHIEVEMENT OF GOALS. EACH EMPLOYEE ALSO SUBMITS A SELF-EVALUATION. FOLLOWING THE SUPERVISOR'S AND EMPLOYEE'S DISCUSSION AND REVIEW, THE EVEALUATION IS ELECTRONICALLY SCORED. RAISES ARE DISTRIBUTED TO EMPLOYEES BASED ON THE SCORES AND AVAILABLE FUNDING. COMPENSATION IS DETERMINED AND APPROVED BY THE PERSONNEL COMMITTEE AND THEIR RECOMMENDATION IS FORWARDED TO THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE MAKES THE FINAL DECISION. THE ACTIONS OF BOTH THE PERSONNEL AND EXECUTIVE COMMITTEES ARE DOCUMENTED IN EACH COMMITTEE'S MINUTES. COMPARABILITY DATA IS RESERACHED USING ANNUAL SURVEYS CONDUCTED BY THE UNITED WAY OF GREATER CINCINNATI AND THE LEADERSHIP COUNCIL OF HUMAN SERVICE EXECUTIVES. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES FORM 990 AVAILABLE FOR PUBLIC INSPECTION THROUGH THE ORGANIZATION'S WEBSITE, GUIDESTAR'S WEBSITE AND UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH ITS OWN WEBSITE AND UPON REQUEST. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE UPON REQUEST AT THE CORPORATE ADDRESS. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 9: PASS-THROUGH LOSS FROM PROGRAM-RELATED INVESTMENT -834,337. NO CHANGES FROM PRIOR YEARS FORM 990, PART XII, LINE 2C THERE HAVE BEEN NO CHANGES IN THE OVERSIGHT PROCESS OF THE AUDIT OR IN THE SELECTION PROCESS OF THE AUDITORS FROM PRIOR YEARS BETHANY HOMES LIMITED PARTNERSHIP 1841 FAIRMOUNT AVENUE CINCINNATI OH 45214 311365263 RENTAL REAL ESTATE OH N/A LOW INCOME HOUSING -18467 275017 0 0 0.99000 BETHANY HOMES I INC 1841 FAIRMOUNT AVENUE CINCINNATI OH 45214 311365265 LOW INCOME HOUSING OH N/A C 8427 -17112 1.00000 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 BETHANY HOMES LIMITED PARTNERSHIP D 425000 ACTUAL DEBT VALUE BETHANY HOMES LIMITED PARTNERSHIP S 852804 RELIEF OF DEBT AND INTEREST