2011-10-17T13:29:51-05:00 2010-12-31 BERTKE SPARKS & KREMER CPAS INC 2617 LEGENDS WAY SUITE 100 CRESTVIEW HILLS KY 41017 990 2010-01-01 311101401 BETHANY HOUSE SERVICES INC BETH 5139211131 1841 FAIRMOUNT AVENUE CINCINNATI OH 45214 SR MARY STANTON 5139211131 2011-10-03 1 ANDREW J BERTKECPA 8593446400 2010 2016-03-07 17:11:31Z SR MARY STANTON 1841 FAIRMOUNT AVENUE CINCINNATI OH 45214 2119880 0 X WWW.BETHANYHOUSESERVICES.ORG X 1983 OH EMERGENCY SHELTER, TRANSITIONAL AND PERMANENT HOUSING, AND COMMUNITY OUTREACH. 20 20 25 1800 0 0 1195673 1844058 68984 15678 -6735 17776 182931 148039 1440853 2025551 256682 452330 0 0 820476 884640 0 0 152976 307797 323147 1384955 1660117 55898 365434 1908845 2152441 137711 171521 1771134 1980920 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. 1 1 488301 44480 EMERGENCY SHELTER - IN 2010, PROVIDED EMERGENCY SHELTER FOR 406 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 109 INDIVIDUALS. 404210 218877 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 2010, 52 FAMILIES WERE SERVED. 384952 188895 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 2,000 INDIVIDUALS ANNUALLY. 18693 15678 PERMANENT HOUSING - PROVIDES PERMANENT, SAFE, AND AFFORDABLE HOUSING FOR 24 FAMILIES, OFTEN WITH A SINGLE FEMALE WORKING PROVIDER. BETHANY HOUSE SERVICES PROVIDES SEASONAL ACTIVITIES, AS WELL AS A PLAYGROUND AND OUTDOOR PICNIC AREA. 48532 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. 67225 15678 1344688 1 1 0 0 0 0 0 0 0 1 1 0 0 1 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 0 0 0 0 1 5 0 1 25 1 0 0 0 0 0 1 1 0 0 0 0 X 20 20 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 BARBARA A BRUNS 1.00 X 0 0 0 JACQUELINE A CARROLL 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 PETER REBOLD 1.00 X 0 0 0 CALVIN WRIGHT 1.00 X 0 0 0 PATRICIA A RODDY 2.00 X X 0 0 0 SR MARY STANTON RSM LSW 40.00 X 30210 0 396 NANCY C TOLLE 40.00 X 54212 0 7153 84422 0 7549 0 0 0 0 0 57161 1152185 634712 78253 1844058 RENTAL AGENT FEES 541610 15678 15678 15678 20150 20150 36120 38494 -2374 -2374 -2374 203874 57161 55835 148039 148039 2025551 15678 0 165815 452330 452330 84422 48637 32462 3323 646109 490907 69270 85932 92741 70137 9962 12642 61368 46730 7339 7299 16659 9953 5549 1157 42068 37271 2884 1913 5697 4703 215 779 51370 41764 4058 5548 16300 13544 1274 1482 REPAIRS AND MAINTENANCE 50899 35431 7437 8031 SUPPORT CONTRACTS 37709 37709 FOOD 25011 25011 SUPPLIES 23072 15463 3834 3775 PUBLIC RELATIONS 20015 739 1273 18003 34347 14359 16896 3092 1660117 1344688 162453 152976 10892 4087 213183 275053 117651 218097 110109 135000 135000 10337 10076 1129062 569592 589858 559470 635825 650845 74010 74010 122089 115694 1908845 2152441 137711 171521 137711 171521 X 1531971 1741757 239163 239163 1771134 1980920 1908845 2152441 X 365434 -155648 X 0 1 1 X 1 1 X 1379396 1325613 1153985 1195673 1844056 6898723 1379396 1325613 1153985 1195673 1844056 6898723 6898723 25140 59518 37299 -6735 17776 132998 1438 89 33 1401 2961 7034682 926267 0.98070 0.97850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 635825 18130 3110 650845 535217 681 102735 2808 635825 682970 1669 -147587 1835 535217 0 0 63716 63716 866926 404892 462034 198420 164700 33720 559470 DEPOSITS 944 INTEREST RECEIVABLE 114750 115694 2025551 1660117 365434 -155648 -155648 209786 2176099 161453 161453 2014646 10905 10905 2025551 2067893 407776 407776 1660117 0 1660117 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: EXPENSES RELATED TO FAMILY SHELTER PARTNERSHIP PROGRAM -213,401. NET UNREALIZED LOSSES ON INVESTMENTS 57,753. PART XII, LINE 2D - OTHER ADJUSTMENTS: INCOME FROM CONSOLIDATED ENTITIES 105,618. DIRECT EXPENSES FOR SPECIAL EVENTS 55,835. PART XII, LINE 4B - OTHER ADJUSTMENTS: DIVIDENDS 13,279. REALIZED LOSS ON SALE OF SECURITIES -2,374. PART XIII, LINE 2D - OTHER ADJUSTMENTS: EXPENSES FROM CONSOLIDATED ENTITIES 138,540. EXPENSES RELATED TO FAMILY SHELTER PARTNERSHIP PROGRAM 213,401. DIRECT EXENSES FOR SPECIAL EVENTS 55,835. GOLF OUTING 75188 13250 61938 15346 CABARET 51775 13800 37975 5047 6 134072 30111 103961 35442 261035 57161 203874 55835 55835 148039 1 ODOD, DIRECT ASSISTANCE, HUD, CESG, AND GENERAL FUNDS 1359 452330 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 15 4333 COST X 200 12390 COST X PROFESSIONAL SERVICES 32 59627 COST X OPERATING SUPPLIES 40 1903 COST 0 1 0 NEW PROGRAM SERVICES FORM 990, PART III, LINE 2 THE RAPID RE-HOUSING STARTED IN MARCH OF 2010. THE RAPID RE-HOUSING GRANT FOCUSES ON GETTING CLIENTS OUT OF THE FSPP SHELTERS AND INTO COMMUNITY HOUSING. UP TO 15 MONTHS OF ASSISTANCE IS AVAILABLE WHILE INTENSE CASE MANAGEMENT ASSISTS IN STABILIZING THE FAMILIES. A FEDERAL COMPETITIVE GRANT AWARD MATCHED BY A HEALTH FOUNDATION GRANT FOCUSING ON CLIENT MENTAL HEALTH ISSUES WERE RECEIVED. CHANGES IN PROGRAM SERVICES FORM 990, PART III, LINE 3 IN NOVEMBER OF 2009, THE CENTRAL ACCESS POINT (CAP) PROGRAM TRANSFERRED FROM A BETHANY HOUSE SERVICES PROGRAM TO THE CONTINUUM OF CARE. 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: EXPENSES RELATED TO FAMILY SHELTER PARTNERSHIP PROGRAM -213,401. NET UNREALIZED LOSSES ON INVESTMENTS 57,753. TOTAL TO FORM 990, PART XI, LINE 5: -155,648. BETHANY HOMES LIMITED PARTNERSHIP 1841 FAIRMOUNT AVENUE CINCINNATI OH 45214 311365263 RENTAL REAL ESTATE OH N/A LOW INCOME HOUSING 57780 306700 0 0 0.99000 BETHANY HOMES I INC 1841 FAIRMOUNT AVENUE CINCINNATI OH 45214 311365265 LOW INCOME HOUSING OH N/A C -584 -310187 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 135000 MARKET VALUE