2012-11-15T08:32:56-06:00 2011-12-31 611274799 BERTKE SPARKS & KREMER CPAS INC 2617 LEGENDS WAY SUITE 100 CRESTVIEW HILLS KY 41017 990 2011-01-01 311101401 BETHANY HOUSE SERVICES INC BETH 5139211131 1841 FAIRMOUNT AVENUE CINCINNATI OH 45214 SR MARY STANTON 5139211131 2012-10-31 1 ANDREW J BERTKECPA P00083423 8593446400 2011 2016-02-24 21:20:13Z SR MARY STANTON 1841 FAIRMOUNT AVENUE CINCINNATI OH 45214 3184898 0 X WWW.BETHANYHOUSESERVICES.ORG X 1983 OH EMERGENCY SHELTER, TRANSITIONAL AND PERMANENT HOUSING, AND COMMUNITY OUTREACH. 19 19 25 1750 0 0 1844058 2808489 15678 41 17776 46928 148039 16284 2025551 2871742 452330 655695 0 0 884640 857676 0 0 114749 323147 359953 1660117 1873324 365434 998418 2152441 2964014 171521 187937 1980920 2776077 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 468375 37785 EMERGENCY SHELTER - IN 2011, PROVIDED EMERGENCY SHELTER FOR 357 WOMEN AND CHILDREN AT THE 14 ROOM HOME ON FAIRMOUNT AVENUE. THE SHELTER PROGRAM PROVIDES A SAFE ENVIRONMENT, MEALS, TRANSPORTATION ASSISTANCE, ENRICHMENT PROGRAMS AND DAILY CASE MANAGEMENT SERVICES. IN ADDITION, OFFSITE HOUSING WAS PROVIDED TO 64 INDIVIDUALS. 670208 438497 RAPID RE-HOUSING - IS A TRANSITIONAL PROGRAM AIMED TO MOVE FAMILIES FROM THE FSPP EMERGENCY SHELTERS INTO PERMANENT HOUSING WITHIN TWO WEEKS. THESE FAMILIES HAVE ONGOING CASE MANAGEMENT AND SUPPORT RESOURCES WITH A HOUSING SPECIALIST WORKING WITH THEM TO ENSURE LONG-TERM STABILITY WITH INCOME AND HOUSING. IN 2011, 108 FAMILIES WERE SERVED. 192500 29286 FAMILY SHELTER PARTNERSHIP PROGRAM - PROVIDES A COORDINATED AND INTEGRATED APPROACH TO MEETING THE NEEDS OF HOMELESS FAMILIES IN THE GREATER CINCINNATI AREA. BETHANY HOUSE SERVICES ACTS AS THE LEAD AGENCY BRINGING TOGETHER SIX FAMILY SHELTERS, AND A COMPREHENSIVE NETWORK OF SUPPORTIVE COLLABORATORS TO INCLUDE SOCIAL SERVICES, JOB TRAINING AND RETENTION COACHES, AND A SHARED COMMUNICATION AND INFORMATION SYSTEM. FSPP SERVES APPROXIMATELY 719 INDIVIDUALS ANNUALLY. 25037 138 PERMANENT HOUSING - PROVIDES PERMANENT, SAFE, AND AFFORDABLE HOUSING FOR 80 FAMILIES, OFTEN WITH A SINGLE FEMALE WORKING PROVIDER. BETHANY HOUSE SERVICES PROVIDES SEASONAL ACTIVITIES, AS WELL AS A PLAYGROUND AND OUTDOOR PICNIC AREA. 49237 181 BETHANY PLACE - PROVIDES A UNIQUE TRANSITIONAL HOUSING OPPORTUNITY FOR WOMEN WHO ARE ALONE. STRONG CASE MANAGEMENT SERVICES ARE COMBINED WITH A SUPPORTIVE SHARED HOME-LIKE ENVIRONMENT AND LIFE SKILLS INSTRUCTION. THIS COMBINATION 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. 200918 149946 TRANSITONAL 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 SKILLS SESSIONS SHARED IN A SUPPORTIVE HOME-LIKE ENVIRONMENT CREATES A SYNERGY FOR SUCCESS. 275192 150127 138 1606275 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 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 4 0 1 25 1 0 0 0 0 0 1 1 0 0 0 0 X 19 19 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 OH X X NANCY TOLLE 5139211131 1841 FAIRMOUNT AVENUE CINCINNATI OH 45214 ROBERT ALEXANDER 1.00 X 0 0 0 DOUGLAS M BOSCHERT 1.00 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 LUCY CRANE 1.00 X 0 0 0 THOMAS R DIETZ 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 JENNIFER A JOSTWORTH CPA 2.00 X X 0 0 0 THOMAS C LEUGERS 1.00 X 0 0 0 CAROLYN MCCABE PHD 2.00 X X 0 0 0 DENISE D SCHUMACHER 1.00 X 0 0 0 CAROLYN TURNER PHD 1.00 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 2.00 X X 0 0 0 SR MARY STANTON RSM LSW 40.00 X 30281 0 349 NANCY C TOLLE 40.00 X 51461 0 7437 81742 0 7786 0 0 0 0 0 143166 1328992 1336331 21839 2808489 RENTAL AGENT FEES 541610 15992 15992 PROGRAM-RELATED INVEST 900003 -15951 -15951 41 21985 21985 295582 270639 24943 24943 24943 58704 143166 42517 16187 16187 OTHER INCOME 900099 97 97 97 2871742 138 0 63115 655695 655695 81742 47420 30991 3331 621320 530254 33543 57523 85147 75869 5496 3782 69467 51971 7578 9918 13748 10597 2250 901 42441 37271 3497 1673 6077 5014 307 756 52689 11684 39738 1267 16241 11728 3344 1169 REPAIRS AND MAINTENANCE 54239 39115 5057 10067 CASE MANAGEMENT CONTRAC 43190 43190 SUPPLIES 33565 28741 1104 3720 FOOD 25790 25790 71973 31936 19395 20642 1873324 1606275 152300 114749 4087 12651 275053 488356 218097 823701 110109 39684 135000 85000 10076 18027 1139235 583669 559470 555566 650845 745825 74010 74010 115694 121194 2152441 2964014 171521 187937 171521 187937 X 1741757 1895815 346258 239163 534004 1980920 2776077 2152441 2964014 X 998418 -203261 X 0 1 1 X 1 1 X 1325613 1153985 1195673 1786895 2741512 8203678 1325613 1153985 1195673 1786895 2741512 8203678 8203678 59518 37299 -6735 17776 46743 154601 89 33 1401 1523 8359802 1127026 0.98130 0.98070 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 650845 103512 -5142 3390 745825 635825 18130 3110 650845 535217 681 102735 2808 635825 682970 1669 -147587 1835 535217 0 0 63716 63716 886344 435013 451331 189175 148656 40519 555566 2871742 1873324 998418 -45147 -158114 -203261 795157 3036405 -45147 76189 117855 148897 2887508 -15766 -15766 2871742 2272681 76189 323168 399357 1873324 0 1873324 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: THE ORGANIZATION BELIEVES THEIR ESTIMATE THAT NO INCOME TAX IS DUE IS APPROPRIATE BASED ON CURRENT FACTS AND CIRCUMSTANCES. PART XI, LINE 8 - OTHER ADJUSTMENTS: AMOUNTS PAID TO SUBRECIPIENTS UNDER THE FAMILY SHELTER PARTNERSHIP PROGRAM -173,880. PASS-THROUGH LOSS FROM PROGRAM-RELATED INVESTMENT 15,766. TOTAL TO SCHEDULE D, PART XI, LINE 8: -158,114. PART XII, LINE 2D - OTHER ADJUSTMENTS: INCOME FROM CONSOLIDATED ENTITIES 75,338. DIRECT EXPENSES FOR SPECIAL EVENTS 42,517. PART XII, LINE 4B - OTHER ADJUSTMENTS: PASS-THROUGH LOSS FROM PROGRAM-RELATED INVESTMENT -15,951. PASS-THROUGH INTEREST INCOME FROM PROGRAM-RELATED INVESTMENT 185. PART XIII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES FROM CONSOLIDATED ENTITIES 106,771. EXPENSES RELATED TO FAMILY SHELTER PARTNERSHIP PROGRAM 173,880. DIRECT EXENSES FOR SPECIAL EVENTS 42,517. GOLF OUTING 76748 60628 16120 16667 CABARET 22218 9848 12370 3002 6 102904 78314 24590 22848 201870 148790 53080 42517 42517 10563 1 ODOD, DIRECT ASSISTANCE, HUD, CESG, AND GENERAL FUNDS 2089 655695 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 67 19668 COST X PROFESSIONAL SERVICES 76 76189 COST X OPERATING SUPPLIES 213 100379 COST 0 1 0 FORM 990, PART VI, SECTION A, LINE 6 BETHANY HOUSE SERVICES' BOARD OF DIRECTORS ARE CONSIDERED MEMBERS FOR PURPOSES OF FORM 990 DUE TO THEIR RIGHT TO PARTICIPATE IN THE ORGANIZATION'S GOVERNANCE. FORM 990, PART VI, SECTION A, LINE 7A BETHANY HOUSE SERVICES' BOARD OF DIRECTORS ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B ALL DECISIONS OF THE GOVERNING BODY ARE SUBJECT TO APPROVAL BY THE BOARD OF DIRECTORS WHO ARE CONSIDERED MEMBERS FOR 990 PURPOSES. FORM 990, PART VI, SECTION B, LINE 11 THE 990 WAS PROVIDED TO THE EXECUTIVE COMMITTEE FOR REVIEW PRIOR TO FINALIZATION. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD IS PRESENTED WITH A CONFLICT OF INTEREST DISCLOSURE FORM WHERE EACH MEMBER HAS THE OPPORTUNITY TO REPORT ANY CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 SALARY RANGES ARE REVIEWED BY THE PERSONNEL COMMITTEE. DATA IS USED FROM THE LEADERSHIP COUNCIL OF HUMAN SERVICES EXECUTIVES/UNITED WAY OF GREATER CINCINNATI. THESE RANGES ALONG WITH A MERIT INCREASE WERE IMPLEMENTED IN 2007. THE MERIT INCREASE PROCESS WAS DEVELOPED WITHIN THE PERSONNEL COMMITTEE AND INVOLVES THE SUPERVISOR AND EMPLOYEE REVIEWING A PERFORMANCE APPRAISAL FORM JOINTLY WITH WRITTEN EVALUATION BEING SOUGHT FROM THE EMPLOYEE PRIOR TO THE MEETING. THIS IS THEN SCORED AND COMPARED TO OTHER OBJECTIVE DATA PROVIDED BY ALL THE SUPERVISORS FOR ALL THE EMPLOYEES. RAISES ARE BASED ON THIS SCORE AND THE FUNDING ANTICIPATED AND APPROVED BY THE PERSONNEL COMMITTEE AND BOARD OF DIRECTORS. IN ADDITION, THE EXECUTIVE DIRECTOR REVIEWS ALL OF THE DATA AND SIGNS EACH OF THE PERFORMANCE APPRAISALS. THE SALARIES OF THE DIRECTORS WERE PROVIDED TO THE EXECUTIVE COMMITTEE FOR REVIEW. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES FORM 990 AVAILABLE FOR PUBLIC INSPECTION THROUGH THE ORGANIZATION'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 IS MADE AVAILABLE UPON REQUEST AT THE CORPORATE ADDRESS. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED LOSSES ON INVESTMENTS: -45,147. AMOUNTS PAID TO SUBRECIPIENTS UNDER THE FAMILY SHELTER PARTNERSHIP PROGRAM -173,880. PASS-THROUGH LOSS FROM PROGRAM-RELATED INVESTMENT 15,766. TOTAL TO FORM 990, PART XI, LINE 5: -203,261. BETHANY HOMES LIMITED PARTNERSHIP 1841 FAIRMOUNT AVENUE CINCINNATI OH 45214 311365263 RENTAL REAL ESTATE OH N/A LOW INCOME HOUSING -15766 -241835 0 0 0.99000 BETHANY HOMES I INC 1841 FAIRMOUNT AVENUE CINCINNATI OH 45214 311365265 LOW INCOME HOUSING OH N/A C -159 -25643 1.00000 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BETHANY HOMES LIMITED PARTNERSHIP D 425000 ACTUAL VALUE