2022-11-15T11:42:10-06:00 2021-12-31 251408703 SCHNEIDER DOWNS & CO INC 65 EAST STATE STREET SUITE 2000 COLUMBUS OH 43215 990 2021-01-01 314379437 CATHOLIC SOCIAL SERVICES INC CATH 6142215891 197 EAST GAY STREET COLUMBUS OH 43215 RACHEL LUSTIG PRESIDENT & CEO 6142215891 2022-11-14 1 RACHEL LUSTIG 999009999 MELANIE PANTALONE P01614571 6146214060 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z RACHEL LUSTIG 197 EAST GAY STREET COLUMBUS OH 43215 6826523 0 X HTTP://WWW.COLSCSS.ORG X 1966 OH ...SEE SCHEDULE O 21 21 103 140 0 0 6698837 5810345 586016 445674 237579 535003 9876 -49152 7532308 6741870 293024 600771 0 0 3687415 3814000 0 0 264886 1871534 2143352 5851973 6558123 1680335 183747 15319307 14890885 3281312 2164861 12037995 12726024 X MOTIVATED BY FAITH, CATHOLIC SOCIAL SERVICES HELPS POOR AND VULNERABLE SENIORS AND FAMILIES REACH THEIR POTENTIAL. 0 0 665282 405 SETON SERVICE COORDINATION: OUR SERVICE COORDINATORS HELP LOW-INCOME SENIORS LIVE INDEPENDENTLY AND REMAIN IN THEIR HOMES BY LINKING THEM WITH NEEDED RESOURCES. CSS HAS PLACED A SERVICE COORDINATOR AT EACH OF THE 14 DIOCESAN-OWNED SETON SQUARE SENIOR AFFORDABLE HOUSING COMMUNITIES AND THE NAZARETH TOWER PROPERTY, WHERE THEY ASSIST. OUR SERVICE COORDINATORS PROVIDE ASSISTANCE WHEN SENIORS ARE CONFRONTED BY NEW CHALLENGES SUCH AS MEDICAL OR HEALTH ISSUES, TAX LAWS OR BENEFITS, OR TECHNOLOGICAL HURDLES BEYOND THEIR SKILL LEVEL. THIS INTERVENTION INCREASES SENIORS' QUALITY OF LIFE AND ALLOWS THEM TO CONTINUE LIVING IN THEIR HOMES WITH CONFIDENCE. 597268 298649 POVERTY REDUCTION: CATHOLIC SOCIAL SERVICES RAISES AWARENESS OF THE REALITY OF POVERTY IN OUR AREA AND BUILDS PARTNERSHIPS WITH OTHER ORGANIZATIONS TO PROVIDE A GREATER SERVICE TO THE COMMUNITY. CSS HOSTS LUNCHEONS AND MEETINGS WITH STAKEHOLDERS TO SHARE INFORMATION ON AVAILABLE SERVICES, COMMUNITY NEEDS, AND POSSIBLE COLLABORATIVE EFFORTS. CSS ALSO HOSTS INFORMATIONAL SESSIONS TO MOTIVATE PEOPLE TO CARE FOR THE POOR AND TO INVITE THEM TO GET INVOLVED IN OPPORTUNITIES TO IMPROVE THE COMMUNITY. 522131 0 SENIOR COMPANION PROGRAM: THIS PROGRAM ADDRESSES TWO SPECIFIC ISSUES WITHIN THE SENIOR POPULATION IN FRANKLIN AND DELAWARE COUNTIES: 1) LONELINESS AND ISOLATION AND 2) UNDERUSE OF RESOURCES ACTIVE SENIORS HAVE TO GIVE. THE PROGRAM ENGAGES TWO DIFFERENT POPULATIONS OF SENIORS: HOME-BOUND SENIORS AND ACTIVE, LOW-INCOME SENIORS. SENIOR COMPANIONS, ALL OF WHOM QUALIFY AS LOW-INCOME, RECEIVE STIPENDS AND TRAVEL REIMBURSEMENT TO VISIT HOME-BOUND SENIORS FOR 15+ HOURS A WEEK. THEY PROVIDE NEEDED SOCIALIZATION AND NON-MEDICAL ASSISTANCE SO CLIENTS CAN REMAIN INDEPENDENT IN THEIR HOMES. THE PROGRAM HELPS BOTH GROUPS STAY CONNECTED AND RETAIN THEIR INDEPENDENCE. 3706527 301717 445674 1. OUR LADY OF GUADALUPE CENTER: THIS PROGRAM WORKS TO REDUCE POVERTY IN THE RAPIDLY GROWING HISPANIC POPULATION IN CENTRAL OHIO. THE GUADALUPE CENTER HAS GROWN WITH THE HISPANIC COMMUNITY IN OUR REGION TO RESPOND TO THEIR UNIQUE CHALLENGES OF IMMIGRATION AND POVERTY, INCLUDING LACK OF ACCESS TO BASIC NEEDS AND SOCIAL SUPPORT, LANGUAGE AND DISCRIMINATORY BARRIERS, ETC. THE GUADALUPE CENTER OPENED AS A FOOD PANTRY IN 1999 ON COLUMBUS' WEST SIDE, NEAR THE LARGEST CONCENTRATION OF VULNERABLE HISPANICS. IN 2017, THE GUADALUPE CENTER MOVED INTO A NEW, LARGER FACILITY AND EXPANDED OUR PURPOSE: THE OUR LADY OF GUADALUPE CENTER IS THE PLACE TO BE FOR HISPANIC FAMILIES WHO WANT TO REALIZE THEIR AMERICAN DREAM. THROUGH PROGRAMS AND SERVICES, THE GUADALUPE CENTER PROVIDES A WELCOMING ENVIRONMENT WITHIN WHICH TO BUILD COMMUNITY, STRENGTHEN FAMILY, IMPROVE ECONOMIC STATUS, AND PROMOTE HEALTH AND WELL-BEING. BASED ON OUR NEW PURPOSE, OUR THEORY OF CHANGE IS: - IF WE PROVIDE OUR CLIENTS WITH A SAFE, SUPPORTIVE ENVIRONMENT AND HELP THEM GET RESOURCES TO COVER THEIR BASIC NEEDS, LEARN NEW SKILLS, AND ACCESS OPPORTUNITIES, - THEN THEY WILL DEVELOP AN INCREASED SENSE OF BELONGING, IMPROVE THEIR QUALITY OF LIFE AND WELL-BEING, AND REACH THEIR GOALS FOR A BETTER LIFE. SINCE 2017, THE GUADALUPE CENTER HAS BEEN ON AN AGGRESSIVE GROWTH TRAJECTORY. THE CENTER OFFERS ENGLISH AS A SECOND LANGUAGE (ESL) CLASSES, CITIZENSHIP READINESS CLASSES, ON-SITE WELLNESS CHECKS AND REFERRALS, A FOOD PANTRY, EMERGENCY FINANCIAL ASSISTANCE, COMMUNITY AND WELLNESS EVENTS, CASE MANAGEMENT, LEGAL IMMIGRATION COUNSELING AND REPRESENTATION, WORKFORCE DEVELOPMENT, AND JOB REFERRALS. THESE SERVICES ARE PROVIDED BY STAFF, VOLUNTEERS AND ON-SITE PARTNERS.2. PAYEE SERVICES: THIS PROGRAM PROVIDES INDIVIDUALIZED FINANCIAL MANAGEMENT TO SENIORS, COURT-ORDERED AND/OR FORMERLY INCARCERATED INDIVIDUALS, AND PEOPLE WITH DISABILITIES WHO ARE UNABLE TO MANAGE THEIR FINANCIAL AFFAIRS. THROUGH THIS PROGRAM, CSS HELPS PROTECT PEOPLE WHO ARE OFTEN FINANCIALLY EXPLOITED BY HELPING THEM UNDERSTAND AND MEET THEIR FINANCIAL OBLIGATIONS. WE USE CLIENTS' INCOME TO PAY THEIR BILLS FOR THEM SO THEIR BASIC NEEDS ARE COVERED, THEN GIVE THEM THE MONEY LEFT OVER TO USE AT THEIR DISCRETION.3. SUPPORTIVE SERVICES: THROUGH THE SUPPORTIVE SERVICES PROGRAM, CSS REMOVES BARRIERS FOR LOW-INCOME SENIORS WHO NEED ASSISTANCE TO MAINTAIN THEIR INDEPENDENCE AND REMAIN SAFELY IN THEIR OWN HOMES. OUR LICENSED SOCIAL WORKERS PROVIDE INDIVIDUALIZED CARE AND CASE MANAGEMENT TO OLDER ADULTS AND THEIR FAMILIES BY HELPING SENIORS NAVIGATE THEIR BENEFITS, LOCATE TRANSPORTATION SERVICES, SCHEDULE MEDICAL APPOINTMENTS, MANAGE FINANCES, FIND APPROPRIATE HOUSING, AND MORE. WE PROVIDE IN-HOME CARE FOR THIS OFTEN HOMEBOUND POPULATION, WHICH IS ESPECIALLY NECESSARY IN RURAL COUNTIES WHERE SENIORS HAVE EVEN MORE BARRIERS TO ACCESSING CARE.4. SUPPORTIVE SERVICES: THROUGH THE SUPPORTIVE SERVICES PROGRAM, CSS REMOVES BARRIERS FOR LOW-INCOME SENIORS WHO NEED ASSISTANCE TO MAINTAIN THEIR INDEPENDENCE AND REMAIN SAFELY IN THEIR OWN HOMES. OUR LICENSED SOCIAL WORKERS PROVIDE INDIVIDUALIZED CARE AND CASE MANAGEMENT TO OLDER ADULTS AND THEIR FAMILIES BY HELPING SENIORS NAVIGATE THEIR BENEFITS, LOCATE TRANSPORTATION SERVICES, SCHEDULE MEDICAL APPOINTMENTS, MANAGE FINANCES, FIND APPROPRIATE HOUSING, AND MORE. WE PROVIDE IN-HOME CARE FOR THIS OFTEN HOMEBOUND POPULATION, WHICH IS ESPECIALLY NECESSARY IN RURAL COUNTIES WHERE SENIORS HAVE EVEN MORE BARRIERS TO ACCESSING CARE.5. FOSTER GRANDPARENT PROGRAM: FOSTER GRANDPARENT IS AN ON-GOING, DUAL-BENEFICIARY PROGRAM WITH A TWO-FOLD OBJECTIVE: 1) TO HELP CHILDREN BE PREPARED FOR AND DO BETTER IN SCHOOL AND 2) TO GIVE LOW-INCOME SENIORS AN OPPORTUNITY TO SUPPLEMENT THEIR INCOMES, COMBAT ISOLATION, AND HAVE A PURPOSEFUL WAY TO CONTRIBUTE TO THE COMMUNITY. THROUGH THIS PROGRAM, LOW-INCOME, ACTIVE SENIORS TUTOR AT-RISK YOUTH IN AREA SCHOOLS AND HEAD START PROGRAMS AND RECEIVE A STIPEND FOR THEIR WORK.6. TRANSPORTATION SERVICES: THIS PROGRAM PROVIDES DOOR-TO-DOOR TRANSPORTATION FOR LICKING COUNTY SENIORS AND VETERANS TO GET TO NON-EMERGENCY MEDICAL APPOINTMENTS ANYWHERE IN THE STATE OF OHIO.7. STAY THE COURSE: LAUNCHED IN PARTNERSHIP WITH COLUMBUS STATE COMMUNITY COLLEGE IN THE FALL OF 2019, STAY THE COURSE (STC) EQUIPS LOW-INCOME COMMUNITY COLLEGE STUDENTS WITH A COMPREHENSIVE SUPPORT SYSTEM THAT HELPS PROVIDE A REALISTIC PATH TO COLLEGE COMPLETION. STC GIVES STUDENTS FACING UNEQUAL BARRIERS TO COLLEGE SUCCESS THE SUPPORTIVE SERVICES THEY NEED TO EARN DEGREES, WHICH LEADS TO BETTER JOBS AND HIGHER EARNINGS, ULTIMATELY HELPING TO BREAK THE CYCLE OF GENERATIONAL POVERTY. STC IS AN INNOVATIVE, EVIDENCE-BASED PROGRAM PROVEN TO IMPROVE COLLEGE PERSISTENCE AND COMPLETION AMONG LOW-INCOME COMMUNITY COLLEGE STUDENTS BY ADDRESSING NON-ACADEMIC BARRIERS, SUCH AS HOUSING INSTABILITY AND WORKPLACE OR FAMILY ISSUES. THROUGH STC, CSS PROVIDES INDIVIDUALIZED CASE MANAGEMENT (MENTORING, COACHING, REFERRALS, ETC.) AND STRATEGIC EMERGENCY FINANCIAL ASSISTANCE. THIS COMBINATION HAS PROVEN EFFECTIVE FOR IMPACTING LOW-INCOME STUDENTS WHO HAVE THE WORK EFFORT AND WILL TO ACHIEVE A COLLEGE DEGREE, BUT WHO START COLLEGE AT A DISADVANTAGE. WITH REPLICATION FIDELITY TO THE PROVEN PROGRAM MODEL ORIGINALLY DEVELOPED BY CATHOLIC SOCIAL SERVICES FORT WORTH, STC CONTRIBUTES TO CLOSING THE OPPORTUNITY GAP. 8. ST. FRANCIS CENTER: THE ST. FRANCIS CENTER IS A DUAL BENEFICIARY COMMUNITY SERVICE FOR THE RESIDENTS OF SCIOTO COUNTY. FOR SOME, IT IS A BEACON OF HOPE WHERE THEY CAN COME IN THEIR DARKEST HOURS FOR FOOD, FINANCIAL EMERGENCY ASSISTANCE, CLOTHING, HOUSEHOLD ITEMS, INTERVENTION CLASSES AND SUPPORT FOR FAMILIES STRUGGLING WITH SUBSTANCE ABUSE. FOR OTHERS, IT IS A PLACE TO VOLUNTEER AND TO SHOW THOSE WHO ARE LESS FORTUNATE THAT THERE ARE ALWAYS PEOPLE WHO CARE AND WILL LEND A HAND. THE ST. FRANCIS CENTER SERVES PORTSMOUTH, OHIO AS A ONE-STOP COMMUNITY CENTER PROVIDING A PLACE OF HOPE AND HEALING FOR THE COMMUNITY.9. MONEY MANAGEMENT: THROUGH OUR MONEY MANAGEMENT PROGRAM, CSS ASSISTS LOW-INCOME SENIORS WHO HAVE DIFFICULTY MANAGING THEIR FINANCES. SOCIAL WORKERS HELP CLIENTS MANAGE THEIR OWN FINANCES BY HELPING THEM PREPARE MONTHLY BUDGETS, PAY THEIR BILLS, DEPOSIT CHECKS, MAKE CONNECTIONS WITH FINANCIAL AND LEGAL RESOURCES, AND PREPARE FOR LONG-TERM NEEDS SO THEY CAN REMAIN INDEPENDENT.10. FOR MORE THAN 75 YEARS, CSS HAS BEEN CONNECTING PEOPLE TO PROVEN SOLUTIONS THAT ALLOW THEM TO STABILIZE THEIR LIVES, OVERCOME SETBACKS, AND REALIZE THEIR FULLEST POTENTIAL. IN 2021, CATHOLIC SOCIAL SERVICES SERVED 13,000 PEOPLE HELPING VULNERABLE SENIORS AGE WITH GRACE AND INDEPENDENCE AND HELPING WORKING-POOR FAMILIES OVERCOME SETBACKS, USING OUR PROVEN PROCESS, WE PROVIDE THE RESOURCES AND SUPPORT TO HELP THEM BREAK THE CYCLE OF POVERTY AND REACH THEIR GOALS IN LIFE. OUR PROVEN PROCESS MEETS PEOPLE WHEREVER THEY ARE AND GUIDES THEM THROUGH OUR THREE PHASES OF SERVICE, AT A PACE THAT WORKS BEST FOR THEM.1. BUILD TRUST: WITHOUT TRUST, IT'S IMPOSSIBLE TO HELP A PERSON, MUCH LESS REALIZE THEIR FULLEST POTENTIAL. WE BUILD TRUST BY MEETING PEOPLE WHEREVER THEY ARE EMOTIONALLY, PHYSICALLY, AND SPIRITUALLY AND BY TREATING THEM WITH RESPECT AND DIGNITY. WE OFFER THEM COMPASSIONATE SERVICE WITHOUT JUDGMENT OR FEAR, AND WE HONOR THEIR HUMANITY. WHEN WE INTERACT WITH OUR CLIENTS, WE WANT THEM TO FEEL SAFE AND AUTONOMOUS.2. STABILIZE THE SITUATION: ONCE WE'VE BUILT TRUST WITH A CLIENT, WE CONNECT THEM TO RESOURCES TO HELP THEM OVERCOME THEIR OBSTACLES AND STABILIZE THEIR SITUATION. OBSTACLES CAN RANGE FROM FOOD INSECURITY TO LANGUAGE BARRIERS TO ISOLATION. WHATEVER THE CHALLENGE, WHEN CLIENTS ARE EXPERIENCING A CRISIS, THEY OFTEN NEED TO ADDRESS ONE BIG ISSUE TO GIVE THEM THE ABILITY TO TAKE ON SMALLER ONES. THIS STABILIZATION PHASE OFTEN GIVES OUR CLIENTS CONFIDENCE AND DETERMINATION TO OVERCOME LIFE'S CHALLENGES IN THE FUTURE.3. REACH GOALS: HAVING BUILT A TRUSTING RELATIONSHIP WITH OUR CLIENTS AND STABILIZED THEIR SITUATION, WE HELP THEM TAKE THE NEXT STEP FORWARD. WE WORK WITH OUR CLIENTS AND TALK ABOUT WHAT THEY WANT OUT OF LIFE. WE LAY OUT ACTION PLANS AND GIVE THEM A CLEAR VIEW OF THE LIFE THEY WANT TO LIVE. BY THE TIME OUR CLIENTS REACH THIS PHASE, THEY HAVE LEARNED IMPORTANT LIFE SKILLS AND HABITS TO MAKE AUTONOMOUS, PRODUCTIVE DECISIONS.MANY OF OUR CLIENTS LIVE WITHIN A THIN MARGIN OF ERROR. ONE UNPREDICTABLE OBSTACLE QUICKLY SPIRALS INTO ANOTHER, AND BEFORE THEY CAN REACT, THEY'RE DEALING WITH A FULL-BLOWN CRISIS. AT CATHOLIC SOCIAL SERVICES, WE HELP PEOPLE OVERCOME OBSTACLES AND AVOID HAVING THEIR CHALLENGES COMPOUND, GETTING THEM BACK ON TRACK TO REACHING THEIR GOALS. IN 2021, OUR CLIENTS DEALT WITH THE ON-GOING HEALTH AND ECONOMIC IMPACT OF THE PANDEMIC. SETBACKS BECAME MORE COMPLICATED, BUT CATHOLIC SOCIAL SERVICES ROSE TO THE CHALLENGE, EXPANDING SERVICES TO RESPOND TO OUR CLIENTS WHEN THEY NEEDED US THE MOST. 3706527 301717 445674 5491208 1 1 0 0 0 0 0 0 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 122 0 1 103 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 21 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 X X X NICHOLAS BORCHERS 6142215891 197 EAST GAY STREET COLUMBUS OH 43215 DR MARY ANN ABRAMS BOARD MEMBER 1.00 X 0 0 0 MS HEIDIE COTEY ENTER 1221 BOARD MEMBER 1.00 X 0 0 0 MR KLAUS DIEM BOARD MEMBER 1.00 X 0 0 0 MR PAUL DO FORNO BOARD MEMBER 1.00 X 0 0 0 MS KIM DORNIDEN BOARD MEMBER 1.00 X 0 0 0 MR BRIAN ELLIOTT BOARD MEMBER 1.00 X 0 0 0 MR JOE HAYEK BOARD MEMBER 1.00 X 0 0 0 MR TOM HEISE BOARD MEMBER 1.00 X 0 0 0 MR PAUL HELLER BOARD MEMBER 1.00 X 0 0 0 MS ERIN HERBST BOARD MEMBER 1.00 X 0 0 0 MS PATTY HILL-CALLAHAN VICE CHAIR 2.00 X X 0 0 0 MR MARK HUDDY SECRETARY 1.00 X X 0 0 0 MS NATALIE MCCORD BOARD MEMBER 1.00 X 0 0 0 MR JOSEPH MILLER CHAIR 2.00 X X 0 0 0 MR JAMES JIM NEGRON BOARD MEMBER 1.00 X 0 0 0 FR VINCE NGUYEN ENTER 1207 BOARD MEMBER 1.00 X 0 0 0 MS ANAHI ORTIZ EXIT 0714 BOARD MEMBER 1.00 X 0 0 0 MR JEFF POWELL TREASURER 1.00 X X 0 0 0 MR ROBERT TONY RUSCILLI JR BOARD MEMBER 1.00 X 0 0 0 MS ANGELA SAVINO BOARD MEMBER 1.00 X 0 0 0 MS ERIN SHANNON BOARD MEMBER 1.00 X 0 0 0 MS JENNIFER TIPTON EXIT 0630 BOARD MEMBER 1.00 X 0 0 0 MR JOHN WOODS ENTER 1207 BOARD MEMBER 1.00 X 0 0 0 MR DAVID WHITE EXIT 0713 BOARD MEMBER 1.00 X 0 0 0 MR ADAM ZALLER BOARD MEMBER 1.00 X 0 0 0 RACHEL LUSTIG PRESIDENT & CEO 44.00 X 179218 0 14595 AMY VANDYKE VICE PRESIDENT 41.00 X 103727 0 26696 NAZREE GORE TREASURER 43.00 X 80933 0 20361 AMY JONES EXIT 921 SECRETARY 37.50 X 36524 0 11851 400402 0 73503 2 0 1 0 MILFORD CONSTRUCTION LLC 899 KENDALL ROAD MILFORD OH 45653 CONSTRUCTION 352599 WIDESTREAM SOLUTIONS INC PO BOX 287 DEERFIELD IL 60015 TECHNICAL SUPPORT 315531 EXPONENT PARTNERS DEPT LA 24960 PASADENA CA 91185 SOFTWARE IMPLEMENTATION 129838 3 222212 204337 100000 3861140 1422656 28828 5810345 SERVICE FEES 624100 445674 445674 445674 202952 202952 332051 0 332051 332051 332051 27427 204337 84653 -57226 -57226 MISCELLANEOUS 900099 8074 8074 8074 6741870 445674 0 485851 600771 600771 400401 237878 153562 8961 2635497 2294077 180932 160488 59787 47339 9113 3335 460968 397803 36647 26518 257347 215629 26806 14912 65046 24928 39788 330 83854 83854 258625 169857 88746 22 19472 8795 6306 4371 301015 231706 51895 17414 220845 182818 32937 5090 140039 112497 21368 6174 101595 101064 373 158 70026 45900 11326 12800 194016 170926 22174 916 STIPENDS/VOLUNTEER COST 623813 620813 3000 FEES AND CHARGES 51533 16837 34696 MEMBERSHIP DUES 10381 8478 1506 397 3092 3092 6558123 5491208 802029 264886 3399578 1942930 1964289 1967519 746171 518130 381858 480755 99104 57325 71984 2119921 1398104 557124 721817 8212962 9088646 15319307 14890885 614009 457968 1999503 1706893 667800 0 3281312 2164861 X 5219058 5611714 6818937 7114310 12037995 12726024 15319307 14890885 183747 504282 0 X 0 1 X 1 1 1 X 5020887 4769225 5398148 6698837 5810345 27697442 5020887 4769225 5398148 6698837 5810345 27697442 10813 27686629 114980 125407 131583 167096 202952 742018 1009 949 9876 8074 19908 28459368 2464092 0.97280 0.87100 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1999503 1999503 1 X 6703341 56068 774989 269320 7265078 6338323 2300 691368 328650 6703341 5877247 6195 839488 384607 6338323 6459989 24672 -400215 207199 5877247 5406755 573508 903622 423896 6459989 0.00000 1.00000 0.00000 1 0 157088 73481 83607 934230 403763 530467 1028603 920860 107743 721817 X 7260083 504282 97785 602067 6658016 83854 83854 6741870 6572054 97785 97785 6474269 83854 83854 6558123 PART IV, LINE 1B: CSS HELPS ITS CLIENTS BY MANAGING THEIR FINANCES FOR DAILY NEEDS, PRIMARILY IN THE FORM OF PAYING BILLS. PART IV, LINE 2B: PAYEE SERVICES PROGRAM CUSTODIAL FUNDS PART V, LINE 4: ENDOWMENT FUND ASSETS ARE USED PRIMARILY TO PROVIDE FOR HOUSING SERVICES, SERVICES FOR SENIORS, AND TO PROVIDE ASSISTANCE FOR PROGRAMS THAT IMPACT INFANTS, YOUNG CHILDREN AND THEIR MOTHERS. PART X, LINE 2: CSS IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. CSS HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN INCOME TAX POSITIONS REQUIRING AN ACCRUAL OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THERE WERE NO INTEREST OR PENALTIES RECOGNIZED IN THE STATEMENT OF ACTIVITIES AND CHANGE IN NET ASSETS FOR THE YEARS ENDED DECEMBER 31, 2021 AND 2020 RELATED TO UNCERTAIN INCOME TAX POSITIONS. THE STATUTORY TAX YEARS SUBSEQUENT TO 2018 REMAIN OPEN TO INSPECTION. SPIRIT OF HOPE GALA 133777 128457 5320 21514 BREAKFAST W/ THE BISHOP 92015 75880 16135 17572 14475 2632 3 5972 0 5972 1200 27260 231764 204337 27427 1200 17572 14475 51406 84653 -57226 1 UTILITY ASSISTANCE 399 161262 0 N/A N/A RENT/HOUSING ASSISTANCE 257 375558 0 N/A N/A FOOD ASSISTANCE 149 44412 0 N/A N/A MATERIALS/SUPPLIES 27 15575 0 N/A N/A TRANSPORTATION 7 2015 0 N/A N/A PRESCRIPTION/MEDICAL ASSISTANCE 10 1949 0 N/A N/A PART I, LINE 2: THE ORGANIZATION PAYS CERTAIN ASSISTANCE TO THE PROVIDERS, RATHER THAN THE RECIPIENTS. X X X 0 0 0 0 0 0 0 0 0 RACHEL LUSTIG PRESIDENT & CEO 158678 0 20000 0 540 0 5448 0 9147 0 193813 0 0 0 X 1 28828 FMV 0 0 1 0 PART I, COLUMN (B): THE AMOUNT REPORTED IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTORS DURING 2021. 990, PART I, LINE 1 CATHOLIC SOCIAL SERVICES (CSS) IS A FAITH-BASED, MULTI-SERVICE AGENCY THAT HAS BEEN SERVING FAMILIES AND SENIORS IN CENTRAL AND SOUTHERN OHIO FOR 75 YEARS. CSS HELPS WORKING-POOR FAMILIES STABILIZE AND BECOME SELF-SUFFICIENT THROUGH CASE MANAGEMENT, TRAINING, AND EMERGENCY ASSISTANCE. WE HELP LOW-INCOME SENIORS AGE WITH GRACE AND INDEPENDENCE THROUGH SUPPORTIVE SERVICES AND COMMUNITY-IMPACT OPPORTUNITIES. CSS HAS RESPONDED TO THE RAPIDLY GROWING SENIOR POPULATION SERVING 50% MORE SENIORS IN FIVE YEARS THROUGH INNOVATION, MORE EFFECTIVE TECHNOLOGY SOLUTIONS, VOLUNTEER ENGAGEMENT AND PARTNERSHIP. SIMILARLY, CSS HAS RENEWED ITS FOCUS ON HELPING WORKING POOR PEOPLE WHO ARE TRYING TO BUILD BETTER LIVES FOR THEMSELVES, BUT WHO ARE BALANCING THE COMPLICATED AND INTERRELATED CHALLENGES OF POVERTY. CSS HELPS CLIENTS USE THEIR OWN STRENGTHS AND LEVERAGE THE SUPPORT OF THE ENTIRE COMMUNITY TO HELP REACH THEIR GOALS. IN 2021, CATHOLIC SOCIAL SERVICES' 13 PROGRAMS HELP 18,000 PEOPLE IN OUR 23-COUNTY REGION, AND WE PARTNERED WITH HUNDREDS OF CORPORATIONS, PUBLIC ENTITIES, NONPROFITS AND HUMAN SERVICE PROVIDERS TO HELP MORE CSS CLIENTS REACH THEIR FULL POTENTIAL. CSS IS ACCREDITED BY THE COUNCIL ON ACCREDITATION AND THE BETTER BUSINESS BUREAU TO ILLUSTRATE OUR COMMITMENT TO BEST-PRACTICE SOCIAL SERVICES AND SOUND BUSINESS MANAGEMENT. WE ARE A RESEARCH PARTNER WITH THE WILSON SHEEHAN LAB FOR ECONOMIC OPPORTUNITIES AT THE UNIVERSITY OF NOTRE DAME BECAUSE WE ARE COMMITTED TO EVIDENCE-BASED PRACTICE. WE ARE A MEMBER AGENCY OF CATHOLIC CHARITIES USA AND THE HUMAN SERVICE CHAMBER OF FRANKLIN COUNTY. FORM 990, PART III, 4D SIGNIFICANT ACCOMPLISHMENTS: TO SAY THIS PAST YEAR WAS EXTRAORDINARY IS AN UNDERSTATEMENT. IT WAS HISTORICAL AND LIFE-ALTERING, BEARING THE BRUNT OF A DEVASTATING GLOBAL PANDEMIC AN ONGOING TRIBULATION WITH ITS END DATE UNKNOWN. AS SUCH, THIS YEAR CALLED US TO HOPE; IT CALLED US TO HEAL. AT CSS, WE RESPONDED BY LEANING INTO THE MOMENT WITH RESILIENT, FLEXIBLE, AND COMPASSIONATE SERVICE. TO MEET CONSTANTLY EVOLVING CLIENT NEEDS, WE CONTINUALLY ADAPTED FROM CREATING A REMOTE INFRASTRUCTURE AND DEVELOPING TELEHEALTH TO SECURING PPE AND MAKING OUR PANTRIES CONTACTLESS. WE PIVOTED WHERE AND WHEN NEEDED IN ORDER TO, ABOVE ALL, CONTINUE TO MEET THE NEEDS OF OUR CLIENTS. THIS YEAR, THOSE NEEDS WERE MORE COMPLICATED THAN EVER. LIVELIHOODS WERE LOST. CHILDCARE OPTIONS DISSOLVED. UTILITY BILLS PILED UP ON DINING TABLES WHILE CUPBOARDS WENT DISMALLY BEAR. THE USUAL CHALLENGES OF POVERTY WERE QUICKLY AMPLIFIED, STRAINING OUR CLIENTS IN REMARKABLE WAYS. FOR THE MOST IMPOVERISHED FAMILIES, IMMIGRANTS, AND SENIORS IN OUR COMMUNITY, LIVES THAT WERE ALREADY ON THE CUSP OF CRISIS WERE FRACTURING FURTHER. THROUGH IT ALL, CSS KEPT OUR SUPPORTIVE AND OFTEN LIFE-SUSTAINING PROGRAMS OPEN. WE NEVER CLOSED, AND WE NEVER STOPPED SERVING OUR CLIENTS. AND, THANKS TO THE GENEROSITY OF DONORS AND THE COMMUNITY, CATHOLIC SOCIAL SERVICES WAS ABLE TO EXPAND OUR PROGRAMS TO RESPOND TO OUR CLIENTS MORE COMPLICATED CHALLENGES AND SERVE MORE PEOPLE. EVEN WITH MORE PEOPLE TO SERVE AND A DANGEROUS VIRUS IN OUR MIDST, CATHOLIC SOCIAL SERVICES STAYED COMMITTED TO QUALITY CARE, SERVING CLIENTS THROUGH OUR PROVEN PROCESS. PROVEN PROCESS: FOR 75 YEARS, WE HAVE BEEN CONNECTING PEOPLE TO PROVEN SOLUTIONS THAT ALLOW THEM TO STABILIZE THEIR LIVES, OVERCOME SETBACKS, AND REALIZE THEIR FULLEST POTENTIAL. USING OUR PROVEN PROCESS, WE PROVIDE THE RESOURCES AND SUPPORT TO HELP THEM BREAK THE CYCLE OF POVERTY AND REACH THEIR GOALS IN LIFE. BUILD TRUST: WITHOUT TRUST, IT'S IMPOSSIBLE TO HELP A PERSON, MUCH LESS REALIZE THEIR FULLEST POTENTIAL. WE DO THIS BY MEETING PEOPLE WHEREVER THEY ARE EMOTIONALLY, PHYSICALLY, AND SPIRITUALLY AND BY TREATING THEM WITH RESPECT AND DIGNITY. WE OFFER THEM COMPASSIONATE SERVICE WITHOUT JUDGMENT OR FEAR, AND WE HONOR THEIR HUMANITY. WHEN WE INTERACT WITH OUR CLIENTS, WE WANT THEM TO FEEL SAFE AND AUTONOMOUS. STABILIZE: ONCE WE'VE BUILT TRUST WITH A CLIENT, WE CONNECT THEM TO RESOURCES TO HELP THEM OVERCOME THEIR OBSTACLES AND STABILIZE THEIR SITUATION. OBSTACLES CAN RANGE FROM FOOD INSECURITY TO LANGUAGE BARRIERS TO ISOLATION. WHATEVER THE CHALLENGE, WHEN CLIENTS ARE EXPERIENCING A CRISIS, THEY OFTEN NEED TO ADDRESS ONE BIG ISSUE TO GIVE THEM THE ABILITY TO TAKE ON SMALLER ONES. THIS STABILIZATION PHASE OFTEN GIVES OUR CLIENTS CONFIDENCE AND DETERMINATION TO OVERCOME LIFE'S CHALLENGES IN THE FUTURE. REACH GOALS: HAVING BUILT A TRUSTING RELATIONSHIP WITH OUR CLIENTS AND STABILIZED THEIR SITUATION, WE HELP THEM TAKE THE NEXT STEP FORWARD. WE WORK WITH OUR CLIENTS AND TALK ABOUT WHAT THEY WANT OUT OF LIFE. WE LAY OUT ACTION PLANS AND GIVE THEM A CLEAR VIEW TO THE LIFE THEY WANT TO LIVE. BY THE TIME OUR CLIENTS REACH THIS PHASE, THEY HAVE LEARNED IMPORTANT LIFE SKILLS AND HABITS TO MAKE AUTONOMOUS, PRODUCTIVE DECISIONS. MANY OF OUR CLIENTS LIVE WITHIN A THIN MARGIN OF ERROR. ONE UNPREDICTABLE OBSTACLE QUICKLY SPIRALS INTO ANOTHER, AND BEFORE THEY CAN REACT, THEY'RE DEALING WITH A FULL-BLOWN CRISIS. AT CATHOLIC SOCIAL SERVICES, WE WANT TO HELP PEOPLE OVERCOME OBSTACLES AND AVOID HAVING THEIR CHALLENGES COMPOUND, AND TO GET THEM BACK ON TRACK TO REACHING THEIR GOALS. OUR PROVEN PROCESS MEETS PEOPLE WHEREVER THEY ARE AND GUIDES THEM THROUGH OUR PHASES OF SERVICE, AT A PACE THAT WORKS BEST FOR THEM. FORM 990, PART VI, SECTION A, LINE 6 CATHOLIC SOCIAL SERVICES, INC IS INCORPORATED IN THE STATE OF OHIO AS A SOLE MEMBER NON-PROFIT 501(C)(3) CORPORATION. THE SOLE MEMBER OF CATHOLIC SOCIAL SERVICES, INC. IS THE DIOCESAN CHARITIES MEMBERSHIP CORPORATION, ALSO INCORPORATED AS A NON-PROFIT 501(C)(3) CORPORATION. FORM 990, PART VI, SECTION A, LINE 7A THE DIOCESAN CHARITIES MEMBERSHIP CORPORATION, AS THE SOLE MEMBER OF CATHOLIC SOCIAL SERVICES, INC. HAS APPROVAL AUTHORITY OVER MEMBERSHIP OF THE BOARD OF DIRECTORS OF CATHOLIC SOCIAL SERVICES, INC. FORM 990, PART VI, SECTION A, LINE 7B BESIDES APPROVAL OF MEMBERSHIP TO THE CATHOLIC SOCIAL SERVICES INC'S BOARD OF DIRECTORS, THE DIOCESAN CHARITIES MEMBERSHIP CORPORATION HAS RESERVED POWERS OVER ANY SIGNIFICANT DECISIONS REGARDING ORGANIZATIONAL CHANGES SUCH AS ACQUISITION OF DEBT. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY SCHNEIDER DOWNS & CO., INC. BASED ON INPUT FROM THE AUDITED FINANCIAL STATEMENTS, VARIOUS INTERNAL DOCUMENTS AND CSS MANAGEMENT. THE COMPLETED FORM 990 WAS REVIEWED BY THE PRESIDENT AND TREASURER, THE FINANCE COMMITTEE AND THEN THE FULL CSS BOARD. INPUT AS TO THE COMPLETENESS AND ACCURACY WAS SOLICITED FROM ALL AND INCORPORATED INTO THE FINAL DOCUMENT THAT WAS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C ANNUALLY, IN ACCORDANCE WITH THE AGENCY'S CONFLICT OF INTEREST POLICY, BOARD MEMBERS ARE REQUIRED TO REVIEW THE POLICY AND SIGN A FORM INDICATING EITHER 'NO CONFLICT OR IDENTIFYING AND EXPLAINING A CONFLICT IF ONE EXISTS. IF A CONFLICT OF INTEREST IS DETERMINED TO EXIST, POTENTIAL REMEDIES ARE REVIEWED BY THE CEO AND BOARD CHAIR. ALL REMEDIES ARE DOCUMENTED AND SIGNED BY THE CEO, BOARD CHAIR AND IDENTIFIED BOARD MEMBER. SHOULD A MATTER COME BEFORE THE BOARD WHERE A CONFLICT EXISTS FOR ONE OR MORE BOARD MEMBERS, THE CONFLICT IS IDENTIFIED AND THOSE MEMBERS DO NOT PARTICIPATE IN THE VOTE. FORM 990, PART VI, SECTION B, LINE 15 ALL CSS STAFF, INCLUDING THE CEO AND DIRECT REPORTS, ARE EVALUATED EVERY TWO YEARS USING COMPARATIVE DATA FROM A SALARY SURVEY CONDUCTED EVERY TWO YEARS BY THE OHIO ASSOCIATION OF NON-PROFIT ORGANIZATIONS, THAT INCLUDES INFORMATION SPECIFIC TO OHIO. IN ADDITION, THE HR COMMITTEE OF THE BOARD OF DIRECTORS REVIEWED THE 990 FILINGS OF SEVERAL LOCAL NON-PROFIT ORGANIZATIONS AND LEARNED THAT AGENCY SALARY RANGES WERE COMPETITIVE FOR THE CEO. IN ESTABLISHING THE SALARY LEVEL FOR THE CEO, SPECIFIC OBJECTIVES ARE SET AT THE BEGINNING OF EACH YEAR WITH THE BOARD OF DIRECTORS. EACH YEAR, THE CEO SUBMITS A WRITTEN EVALUATION OF HIS/HER PERFORMANCE VERSUS THOSE OBJECTIVES. THE BOARD CHAIR SOLICITS INPUT FROM CSS' EXECUTIVE COMMITTEE AFTER WHICH THE CHAIR AND VICE-CHAIR FINALIZE THE CEO'S EVALUATION. AN ANNUAL MERIT INCREASE IS THEN CONSIDERED BASED ON THE CEO'S PERFORMANCE AGAINST THE OBJECTIVES. THE FINAL SALARY IS RECOMMENDED BY THE BOARD CHAIR AND VICE-CHAIR, REVIEWED AND APPROVED BY THE EXECUTIVE COMMITTEE, AND DOCUMENTED IN THE MINUTES. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, THE ANNUAL (AUDITED) FINANCIAL STATEMENTS AND THE FORM 990 ARE AVAILABLE UPON REQUEST AT NO CHARGE. DIOCESAN CHARITIES MEMBERSHIP CORPORATION 198 E BROAD STREET COLUMBUS OH 43215 271329413 CHARITABLE SERVICES OH 501(C)(3) LINE 7 N/A 0 DIOCESAN RETIREMENT COMMUNITY CORPORATION 198 E BROAD STREET COLUMBUS OH 43215 311420830 CHARITABLE SERVICES OH 501(C)(3) LINE 7 DIOCESAN CHARITIES MEMBERSHIP CORPORATION 0 SETON COSHOCTON INC 198 E BROAD STREET COLUMBUS OH 43215 311426538 SENIOR HOUSING OH 501(C)(3) LINE 11 DIOCESAN CHARITIES MEMBERSHIP CORPORATION 0 SETON SOUTH COLUMBUS INC 198 E BROAD STREET COLUMBUS OH 43215 341791760 SENIOR HOUSING OH 501(C)(3) LINE 11 DIOCESAN CHARITIES MEMBERSHIP CORPORATION 0 SETON WASHINGTON COURT HOUSE INC 198 E BROAD STREET COLUMBUS OH 43215 311426540 SENIOR HOUSING OH 501(C)(3) LINE 11 DIOCESAN CHARITIES MEMBERSHIP CORPORATION 0 SETON WEST COLUMBUS INC 198 E BROAD STREET COLUMBUS OH 43215 311634102 SENIOR HOUSING OH 501(C)(3) LINE 11 DIOCESAN CHARITIES MEMBERSHIP CORPORATION 0 SETON HOUSING INC 198 E BROAD STREET COLUMBUS OH 43215 311176117 SENIOR HOUSING OH 501(C)(3) LINE 11 DIOCESAN CHARITIES MEMBERSHIP CORPORATION 0 SETON KENTON INC 198 E BROAD STREET COLUMBUS OH 43215 311078683 SENIOR HOUSING OH 501(C)(3) LINE 11 DIOCESAN CHARITIES MEMBERSHIP CORPORATION 0 SETON LANCASTER INC 198 E BROAD STREET COLUMBUS OH 43215 311317475 SENIOR HOUSING OH 501(C)(3) LINE 11 DIOCESAN CHARITIES MEMBERSHIP CORPORATION 0 SETON LONDON INC 198 E BROAD STREET COLUMBUS OH 43215 341791759 SENIOR HOUSING OH 501(C)(3) LINE 11 DIOCESAN CHARITIES MEMBERSHIP CORPORATION 0 SETON SQUARE DOVER II INC 198 E BROAD STREET COLUMBUS OH 43215 311318580 SENIOR HOUSING OH 501(C)(3) LINE 11 DIOCESAN CHARITIES MEMBERSHIP CORPORATION 0 SETON DEVELOPMENT INC 198 E BROAD STREET COLUMBUS OH 43215 311078684 SENIOR HOUSING OH 501(C)(3) LINE 11 DIOCESAN CHARITIES MEMBERSHIP CORPORATION 0 SETON SQUARE EAST INC 198 E BROAD STREET COLUMBUS OH 43215 311078678 SENIOR HOUSING OH 501(C)(3) LINE 11 DIOCESAN CHARITIES MEMBERSHIP CORPORATION 0 SETON SQUARE MARION INC 198 E BROAD STREET COLUMBUS OH 43215 311078677 SENIOR HOUSING OH 501(C)(3) LINE 11 DIOCESAN CHARITIES MEMBERSHIP CORPORATION 0 SETON SQUARE WELLSTON INC 198 E BROAD STREET COLUMBUS OH 43215 311076860 SENIOR HOUSING OH 501(C)(3) LINE 11 DIOCESAN CHARITIES MEMBERSHIP CORPORATION 0 SETON SQUARE ZANESVILLE INC 198 E BROAD STREET COLUMBUS OH 43215 SENIOR HOUSING OH 501(C)(3) LINE 11 DIOCESAN CHARITIES MEMBERSHIP CORPORATION 0 SETON SQUARE INC 198 E BROAD STREET COLUMBUS OH 43215 311078676 SENIOR HOUSING OH 501(C)(3) LINE 11 DIOCESAN CHARITIES MEMBERSHIP CORPORATION 0 ST STEPHEN COMMUNITY SERVICES INC 1500 E 17TH AVENUE COLUMBUS OH 43219 314379568 SOCIAL SERVICES OH 501(C)(3) LINE 7 DIOCESAN CHARITIES MEMBERSHIP CORPORATION 0 ST VINCENT FAMILY CENTERS INC 1490 E MAIN STREET COLUMBUS OH 43205 314379572 SOCIAL SERVICES OH 501(C)(3) LINE 7 DIOCESAN CHARITIES MEMBERSHIP CORPORATION 0 THE CATHOLIC TIMES INC 198 E BROAD STREET COLUMBUS OH 43215 314379451 EDUCATIONAL OH 501(C)(3) LINE 11 DIOCESAN CHARITIES MEMBERSHIP CORPORATION 0 THE JUBILEE MUSEUM 198 E BROAD STREET COLUMBUS OH 43215 264091511 EDUCATIONAL OH 501(C)(3) LINE 7 DIOCESAN CHARITIES MEMBERSHIP CORPORATION 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 DIOCEASAN CHARITIES MEMBERSHIP CORPORATION C 100000 CASH CONTRIBUTION