2024-11-05T11:54:50-06:00 2023-12-31 310800053 CLARK SCHAEFER HACKETT & CO 14 EAST MAIN STREET SUITE 500 SPRINGFIELD OH 45502 990 2023-01-01 310709198 MIAMI VALLEY COMMUNITY ACTION PARTNERSHIP COMM 9373415000 719 SOUTH MAIN STREET DAYTON OH 454022709 DEBORAH DONNELLY VICE PRESIDENT, CFO 9373415000 2024-11-05 1 1 RENEA R IRICK P01586814 9373992000 2024-11-04 2023 2024-10-15 13:58:12Z DEBORAH DONNELLY 719 SOUTH MAIN STREET DAYTON OH 454022709 20428640 0 X WWW.MIAMIVALLEYCAP.ORG X 1965 OH THE ORGANIZATION'S MISSION IS TO WORK WITH LOCAL COMMUNITIES TO ELIMINATE THE CAUSES AND CONDITIONS OF POVERTY AND TO PROMOTE INDIVIDUAL INDEPENDENCE AND SELF-SUFFICIENCY. 15 15 142 112 0 0 23438340 19327532 344913 361648 57311 67031 351435 672429 24191999 20428640 13301244 9038346 0 0 7238460 7444367 0 0 172304 4486849 3168905 25026553 19651618 -834554 777022 15806033 19018698 12610742 15046385 3195291 3972313 X THE MISSION OF MIAMI VALLEY COMMUNITY ACTION PARTNERSHIP IS TO WORK IN PARTNERSHIP WITH LOCAL COMMUNITIES TO ELIMINATE THE CAUSES AND CONDITIONS OF POVERTY AND TO PROMOTE INDIVIDUAL INDEPENDENCE AND SELF-SUFFICIENCY. 0 0 6488354 3267427 WEATHERIZATION PROGRAM: THE HOME WEATHERIZATION ASSISTANCE PROGRAM (HWAP) IS A NO-COST ASSISTANCE PROGRAM DESIGNED TO INCREASE ENERGY EFFICIENCY AND REDUCE ENERGY COSTS OF DWELLINGS OWNED OR OCCUPIED BY INCOME-ELIGIBLE HOUSEHOLDS. WEATHERIZATION SERVICES ARE PROVIDED FOR CUSTOMERS RESIDING IN NINE COUNTIES IN WEST CENTRAL OHIO: AUGLAIZE, BUTLER, DARKE, GREENE, MERCER, MIAMI, MONTGOMERY, PREBLE, AND WARREN. THE GOAL IS TO REDUCE HOUSEHOLD ENERGY EXPENDITURES AND TO IMPROVE OVERALL HEALTH AND SAFETY. HWAP PROMOTES ENERGY EFFICIENCY BY PROVIDING SERVICES THAT INCLUDE INSULATION, DUCT SEALING, WEATHER STRIPPING, AND HEATING AND COOLING SYSTEMS UPGRADES. THE PROGRAM IS FEDERALLY FUNDED JOINTLY BY THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES AND THE DEPARTMENT OF ENERGY AND IS AVAILABLE TO CUSTOMERS WITH AN ANNUAL HOUSEHOLD INCOME AT OR BELOW 200% OF THE FEDERAL POVERTY GUIDELINES. AFTER WEATHERIZATION, HOUSEHOLDS THAT HEAT WITH NATURAL GAS REDUCED SPACE HEATING CONSUMPTION BY AN AVERAGE OF 24.7%, AND ELECTRICALLY HEATED HOMES DECREASED THEIR USAGE BY AN AVERAGE OF 13%. HWAP SERVICES REDUCE THE PERCENTAGE OF THE UTILITY BILLS THAT THEIR CUSTOMERS PAY. IN ADDITION, THE RATE OF UTILITY SERVICES DISCONNECTIONS FOR THIS GROUP DECREASED BY 50%. WEATHERIZATION PROGRAMS ARE ALSO FUNDED BY CENTERPOINT ENERGY (FKA VECTREN) AND AES OHIO (FKA DP&L). HOUSEHOLDS WEATHERIZED IN 2023: 1,374. 6171210 4054975 AMERICAN RESCUE PLAN ACT HOME RELIEF GRANT - ARPAHRG. PROVIDES FOR NECESSARY EXPENDITURES INCURRED DUE TO THE COVID-19 PUBLIC HEALTH EMERGENCY. THE OHIO DEPARTMENT OF DEVELOPMENT ALLOCATED U.S. DEPARTMENT OF TREASURY FUNDS TO ASSIST LOW-INCOME HOUSEHOLDS IN DARKE, GREENE, MONTGOMERY, PREBLE, AND WARREN COUNTIES WHO ARE OBLIGATED TO PAY RENT ON A PRIMARY RESIDENCE WITH RENT, RENTAL ARREARS, UTILITY/HOME ENERGY COSTS, AND UTILITY/HOME ENERGY COST ARREARS. ELIGIBLE HOUSEHOLDS HAVE GROSS INCOME AT OR BELOW 80% OF AMI (AREA MEDIAN INCOME) AND HAVE QUALIFIED FOR UNEMPLOYMENT BENEFITS OR EXPERIENCED A REDUCTION IN HOUSEHOLD INCOME, INCURRED SIGNIFICANT COSTS, OR EXPERIENCED OTHER FINANCIAL HARDSHIP DURING OR DUE, DIRECTLY, OR INDIRECTLY, TO THE CORONAVIRUS PANDEMIC. THE FUNDING IS IN PLACE FROM AUGUST 1, 2022, THROUGH OCTOBER 31, 2023. MVCAP SERVED 483 HOUSEHOLDS IN 2023. 2347538 1573959 ENERGY ASSISTANCE PROGRAMS: THE HOME ENERGY ASSISTANCE PROGRAM PROVIDES A ONE-TIME EMERGENCY PAYMENT PER SEASON APPLIED DIRECTLY TO THE CUSTOMER'S UTILITY OR BULK FUEL BILL. THE WINTER CRISIS PROGRAM HELPS INCOME-ELIGIBLE CUSTOMERS THREATENED WITH DISCONNECTION, HAVE BEEN DISCONNECTED, OR HAVE LESS THAN A 25 PERCENT SUPPLY OF BULK FUEL IN THEIR TANK TO MAINTAIN THEIR UTILITY SERVICE. THE SUMMER CRISIS PROGRAM ASSISTS LOW-INCOME HOUSEHOLDS OR THOSE THAT HAVE A DISCONNECTION NOTICE, HAVE BEEN SHUT OFF, ARE TRYING TO ESTABLISH NEW SERVICE ON THEIR ELECTRIC BILL, REQUIRE AIR CONDITIONING, OR THOSE WITH AN ELDERLY HOUSEHOLD MEMBER (60 YEARS OR OLDER) WHO CAN PROVIDE PHYSICIAN DOCUMENTATION THAT COOLING ASSISTANCE IS NEEDED FOR THEIR HEALTH. QUALIFYING MEDICAL CONDITIONS CAN INCLUDE LUNG DISEASE, CHRONIC OBSTRUCTIVE PULMONARY DISEASE, ASTHMA, AND OTHERS. INCOME ELIGIBILITY FOR BOTH THE WINTER AND SUMMER CRISIS PROGRAMS IS 175% OF THE FEDERAL POVERTY LEVEL. PERCENTAGE OF INCOME PAYMENT PLAN (PIPP) IS A PROGRAM PROVIDING A REDUCED MONTHLY ENERGY PAYMENT FOR HOMEOWNERS AND RENTERS BASED ON A PERCENTAGE OF INCOME FOR HOUSEHOLDS WITH AN INCOME AT OR BELOW 150% OF THE FEDERAL POVERTY GUIDELINES AND HAVE UTILITY SERVICE FROM AN ELECTRIC OR NATURAL GAS COMPANY REGULATED BY THE PUBLIC UTILITY COMMISSION OF OHIO. IN 2023, APPROXIMATELY 21,005 HOUSEHOLDS WERE SERVED BY THESE UTILITY ASSISTANCE PROGRAMS. 1801047 141984 1034077 COMMUNITY SERVICES BLOCK GRANT PROGRAMS: THE COMMUNITY SERVICES BLOCK GRANT (CSBG) PROGRAM PROVIDES VARIOUS SERVICES AND ACTIVITIES FOR LOW-INCOME INDIVIDUALS TO ALLEVIATE THE CAUSES AND CONDITIONS OF POVERTY. THE PROGRAM IS DESIGNED TO PROVIDE MAXIMUM FLEXIBILITY TO MEET LOCALLY DEFINED NEEDS. INCOME ELIGIBILITY FOR CSBG PROGRAMS IS AT OR BELOW 200% OF THE FEDERAL POVERTY GUIDELINE. PROGRAMS ARE PROVIDED IN DARKE, GREENE, MONTGOMERY, PREBLE COUNTY, AND WARREN COUNTIES. THEY INCLUDE EMERGENCY SERVICES (E.G., RENT, UTILITY, TRANSPORTATION, MEDICAL ASSISTANCE, HOUSING-FOCUSED SHELTER SERVICES), LEGAL CLINIC, MICRO-ENTERPRISE BUSINESS DEVELOPMENT AND TRAINING, EMERGENCY HOME REPAIR, HOME FORECLOSURE, AND FIRST-TIME HOME BUYER COUNSELING, TRANSITIONAL AND EMERGENCY HOUSING, AND TAX CREDIT PROPERTY ADMINISTRATION. 1801047 141984 1034077 16808149 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 1 248 0 1 142 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X DEBORAH DONNELLY 9373415000 719 SOUTH MAIN STREET DAYTON OH 45402 MISSY FROST BOARD CHAIR 1.00 X X 0 0 0 COURTNEY GRIFFITH SECRETARY 1.00 X X 0 0 0 MARK BRADSTREET TREASURER 1.00 X X 0 0 0 MARY REECE DIRECTOR 1.00 X 0 0 0 STEVE BONFIGLIO DIRECTOR 1.00 X 0 0 0 VANESSA WARD DIRECTOR 1.00 X 0 0 0 RENEE SHUTTLEWORTH DIRECTOR 1.00 X 0 0 0 DELORES ELY DIRECTOR 1.00 X 0 0 0 JOE FERRIELL DIRECTOR 1.00 X 0 0 0 ADAM FOHLEN DIRECTOR 1.00 X 0 0 0 SARAH GEIST DIRECTOR 1.00 X 0 0 0 JAN LEPORE-JENTLESON DIRECTOR 1.00 X 0 0 0 FLORENCE RANDOLPH DIRECTOR 1.00 X 0 0 0 TARA MCCAFFERTY DIRECTOR 1.00 X 0 0 0 BRENDA SMALLWOOD DIRECTOR 1.00 X 0 0 0 LISA B STEMPLER CEO 40.00 X 134652 0 2628 ERIN JEFFRIES COO 40.00 X 110167 0 21438 DEBORAH DONNELLY VP AND CFO 40.00 X 129951 0 13618 KEELIE GUSTIN CPO 40.00 X 88627 0 12821 463397 0 50505 3 0 0 0 ELBEE ROAD INVESTORS LTD 8160 CORPORATE PARK DRIVE SUITE 22 CINCINNATI OH 45242 INVESTOR SERVICE PROVIDER 149847 1 17058 16979171 2331303 19327532 INTEREST INCOME RELATED TO HOUSIN 531110 224459 224459 RENTAL INCOME 531390 100418 100418 HOUSING VOLUNTARY CONTRIBUTIONS 624100 36771 36771 361648 37342 37342 29689 0 29689 29689 29689 OTHER INCOME 624200 672429 672429 672429 20428640 1034077 0 67031 475070 475070 8563276 8563276 513902 513902 5293715 4500439 716181 77095 1636750 1322471 298886 15393 3649 3649 36737 36737 574197 323686 227865 22646 788886 662668 118475 7743 4616 535 3795 286 401216 220548 180668 EQUIPMENT AND MAINTENAN 591721 274111 294887 22723 MISC. EXPENSES 314814 109302 185430 20082 CONSUMABLE SUPPLIES 228610 131584 90690 6336 ALLOWANCE FOR HOUSING L 224459 224459 19651618 16808149 2671165 172304 62051 74151 2001599 4904176 687920 1613588 672677 431652 4196818 4187068 117169 123378 243280 175005 10816156 4139957 6734392 6676199 1090127 833481 15806033 19018698 1473844 1376512 2180197 5037739 8956701 8632134 12610742 15046385 X 3156994 3934016 38297 38297 3195291 3972313 15806033 19018698 777022 0 X X 0 1 X 1 1 1 X 13896711 21369660 24577118 23470009 19364303 102677801 13896711 21369660 24577118 23470009 19364303 102677801 102677801 258914 261651 211547 276835 391908 1400855 430078 468480 419857 351435 672429 2342279 106420935 2417279 0.96480 0.96670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 710833 710833 8124091 2611183 5512908 1981232 1528774 452458 6676199 HOUSING LOANS PAYABLE 7127502 PENSION PLAN LIABILITY 824178 OPERATING LEASE LIABILITY 680454 8632134 X PART X, LINE 2: MIAMI VALLEY COMMUNITY ACTION PARTNERSHIP IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE ORGANIZATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THE ORGANIZATION'S REPORTING RETURNS ARE SUBJECT TO AUDIT BY FEDERAL AND STATE TAXING AUTHORITIES. NO INCOME TAX PROVISION HAS BEEN INCLUDED IN THE COMBINED FINANCIAL STATEMENTS AS THE ORGANIZATION HAS DETERMINED IT DOES NOT HAVE UNRELATED BUSINESS INCOME SUBJECT TO TAXATION. 1 ENERGY AND WEATHERIZATION ASSISTANCE PROGRAM 7529 5628934 N/A N/A COMMUNITY ASSISTANCE PROGRAMS 1492 2792357 N/A N/A HOUSING ASSISTANCE PROGRAM 1776 133542 N/A N/A N/A N/A PART I, LINE 2: OUR DELEGATE AGENCY SUBMITS MONTHLY FINANCIAL REPORTS AND OUR CFO DOES A FINANCIAL MONITORING ANNUALLY. FORM 990, PART VI, SECTION A, LINE 8B THE ORGANIZATION ONLY TAKES MINUTES FOR THE FULL BOARD MEETINGS AND NOT COMMITTEES OF THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION RECEIVES A COPY OF FORM 990 FROM THE ACCOUNTANT, WHICH IS REVIEWED BY THE FINANCIAL STAFF. AND PRESENTED TO THE BOARD OF DIRECTORS FOR APPROVAL BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES BOARD MEMBERS TO COMPLETE AND SIGN CONFLICT OF INTEREST SHEET ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 THE KEY EMPLOYEES SALARIES ARE BASED ON COMPENSATION STUDIES. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE UPON REQUEST FROM THE ADMINISTRATIVE OFFICE IN DAYTON. PART XII, LINE 2C THE PROCESS IS CONSISTENT WITH PRIOR YEAR COMMUNITY MARKET PARTNERS QALICB LLC 719 S MAIN STREET DAYTON OH 45402 843961919 NMTC ENTITY - COMMUNITY GROCERY OH -234653 4938682 MIAMI VALLEY COMMUNITY ACTION PARTNERSHIP PREBLE COUNTY APARTMENTS LTD 719 S MAIN STREET DAYTON OH 45402 311482861 LOW INCOME HOUSING OH PREBLE COUNTY HOUSING PARTNERS INC RELATED -16180 884907 0 0 0.99510 GREENVILLE MANOR LTD 719 S MAIN STREET DAYTON OH 45402 311575254 LOW INCOME HOUSING OH PREBLE COUNTY HOUSING PARTNERS INC RELATED 1504476 0 0 0.99950 SHILO APARTMENTS LP II 1055 ST PAUL PLACE CINCINNATI OH 45202 311808491 LOW INCOME HOUSING OH N/A N/A 0 0 LANDMARK VILLAGE ASSOCIATES LP 9080 SPRINGBORO PIKE SUITE 100 MIAMISBURG OH 45342 300197181 LOW INCOME HOUSING OH N/A N/A 0 0 NEW MANORVIEW APARTMENTS LTD 603 W WHEELING STREET LANCASTER OH 43130 201677527 LOW INCOME HOUSING OH N/A N/A 0 0 JAMESTOWN PLACE LIMITED PARTNERSHIP 229 HUBER VILLAGE BLVD SUITE 100 WESTERVILLE OH 43081 341948614 LOW INCOME HOUSING OH N/A N/A 0 0 GREENVILLE HOUSING PARNTERS LTD 719 S MAIN STREET DAYTON OH 43103 200743126 LOW INCOME HOUSING OH N/A N/A 0 0 NEW MCKINLEY COMMONS LTD 603 W WHEELING STREET LANCASTER OH 43130 201677541 LOW INCOME HOUSING OH N/A N/A 0 0 TERRACE HILLS HOUSING LIMITED 88 EAST BROAD STREET SUITE 1800 COLUMBUS OH 43215 161523222 LOW INCOME HOUSING OH N/A N/A 0 0 DAYTON VIEW ASSOCIATES LP 9080 SPRINGBORO PIKE SUITE 100 MIAMISBURG OH 45342 311801452 LOW INCOME HOUSING OH N/A N/A 0 0 DARKE COUNTY HOUSING PARTNERS I INC 719 S MAIN STREET DAYTON OH 45402 200743027 LOW INCOME HOUSING OH MIAMI VALLEY COMMUNITY ACTION PARTNERSHIP C -214 -4264 1.00000 1 GREENE COUNTY HOUSING PARTNERS I INC 719 S MAIN STREET DAYTON OH 45402 311766793 LOW INCOME HOUSING OH MIAMI VALLEY COMMUNITY ACTION PARTNERSHIP C -4 1.00000 1 MIAMI COUNTY HOUSING PARTNERS I INC 719 S MAIN STREET DAYTON OH 45402 202668748 LOW INCOME HOUSING OH MIAMI VALLEY COMMUNITY ACTION PARTNERSHIP C -54 -1754 1.00000 1 PREBLE COUNTY HOUSING PARTNERS I INC 719 S MAIN STREET DAYTON OH 45402 311523895 LOW INCOME HOUSING OH MIAMI VALLEY COMMUNITY ACTION PARTNERSHIP C -57611 798 1.00000 1 PREBLE COUNTY HOUSING PARTNERS II INC 719 S MAIN STREET DAYTON OH 45402 201871119 LOW INCOME HOUSING OH MIAMI VALLEY COMMUNITY ACTION PARTNERSHIP C -81 -1010 1.00000 1 MONTGOMERY COUNTY HOUSING PARTNERS IV INC 719 S MAIN STREET DAYTON OH 45402 311609970 LOW INCOME HOUSING OH MIAMI VALLEY COMMUNITY ACTION PARTNERSHIP C -95785 -13551 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 PREBLE COUNTY APARTMENTS LTD L 18134 MANAGEMENT FEES GREENVILLE MANOR LTD L 27551 MANAGEMENT FEES