2020-11-11T12:17:10-06:00 2019-12-31 310800053 CLARK SCHAEFER HACKETT & CO 14 EAST MAIN STREET SUITE 500 SPRINGFIELD OH 45502 990 2019-01-01 310709198 MIAMI VALLEY COMMUNITY ACTION PARTNERSHIP COMM 9373415000 719 SOUTH MAIN STREET DAYTON OH 454022709 DEBORAH DONNELLY VICE PRESIDENT, CFO 9373415000 2020-11-05 1 JESSE YOUNG CPA P01236247 9373992000 2020-11-05 65.186.31.147 2020-11-05 09:13:47 ES P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 1197E70B5C83A6A4892EECC93D4CB5DA5380BB7B 2019 2021-01-29 14:40:06Z DEBORAH DONNELLY 719 SOUTH MAIN STREET DAYTON OH 454022709 14585703 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. 16 16 146 230 0 0 12794470 13711081 296759 426785 18592 17759 385814 430078 13495635 14585703 5357357 6277865 0 0 5310266 5538027 0 0 95272 2646395 2597092 13314018 14412984 181617 172719 8748898 8378438 6258771 5715592 2490127 2662846 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 5856072 2965461 ENERGY ASSISTANCE PROGRAMS: THE HOME ENERGY ASSISTANCE PROGRAM PROVIDES FOR A ONE-TIME EMERGENCY PAYMENT PER SEASON OF UP TO $175 TO LOW-INCOME HOUSEHOLDS FOR THE PURPOSE OF MAINTAINING, RESTORING OR INITIATING UTILITY SERVICE, OR UP TO $750 FOR OBTAINING BULK FUEL FOR HEATING IN WINTER MONTHS. DURING THE SUMMER, A ONE-TIME PAYMENT ASSISTANCE OF UP TO $300 IS PROVIDED FOR ELECTRIC BILL PAYMENT UNDER LIMITED CIRCUMSTANCES, WHICH INCLUDE PERSONS 60 YEARS OF AGE AND OLDER AND THOSE WITH PHYSICIAN DIAGNOSED MEDICAL CONDITIONS THAT WOULD BENEFIT FROM AIR-CONDITIONING SERVICES AND/OR AN AIR-CONDITIONING UNIT. INCOME ELIGIBILITY FOR BOTH THE WINTER AND SUMMER CRISIS PROGRAMS IS 175% OF THE FEDERAL POVERTY LEVEL. IN 2019, APPROXIMATELY 6,051 HOUSEHOLDS RECEIVED UTILITY PAYMENT ASSISTANCE. PERCENTAGE OF 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 2019, APPROXIMATELY 10,255 HOUSEHOLDS WERE SERVED BY THIS PROGRAM. TOTAL HOUSEHOLDS SERVED IN 2019: 16,307. 4057437 2228580 WEATHERIZATION PROGRAM: THE HOME WEATHERIZATION ASSISTANCE PROGRAM (HWAP) IS A NO-COST ASSISTANCE PROGRAM DESIGNED TO INCREASE ENERGY EFFICIENCY OF DWELLINGS OWNED OR OCCUPIED BY INCOME-ELIGIBLE HOUSEHOLDS. THE GOAL IS TO REDUCE THEIR ENERGY EXPENDITURES AND TO IMPROVE THEIR OVERALL HEALTH AND SAFETY. HWAP PROMOTES ENERGY EFFICIENCY, BY PROVIDING SERVICES THAT INCLUDE INSULATION, DUCT SEALING, WEATHER STRIPPING AND HEATING SYSTEMS UPGRADES. THE PROGRAM IS FEDERALLY FUNDED BY THE U.S. DEPARTMENT OF HEALTH AND HUMAN SERVICES AND DEPARTMENT OF ENERGY AND IS PROVIDED TO CUSTOMERS WITH AN ANNUAL HOUSEHOLD INCOME AT OR BELOW 200% OF THE FEDERAL POVERTY GUIDELINES. AFTER WEATHERIZATION, HOUSEHOLDS THAT HEAT WITH NATURAL GAS REDUCE SPACE HEATING CONSUMPTION BY AN AVERAGE OF 24.7%, AND ELECTRICALLY HEATED HOMES DECREASED THEIR USAGE ON AN AVERAGE OF 13%. HWAP SERVICES REDUCED THE PERCENTAGE OF THE UTILITY BILLS THAT THEIR CUSTOMERS PAY. IN ADDITION, THE RATE OF UTILITY SERVICES DISCONNECTIONS FOR THIS GROUP WAS DECREASED BY 50%. THE PROGRAM IS FUNDED THROUGH THE DEPARTMENT OF ENERGY, VECTREN, DP&L, AND THE AEP ENERGY. IN 2019, MVCAP PROVIDED: VECTREN - 303 HOUSEHOLDS, DP&L - 399 HOUSEHOLDS, SHARE THE WARMTH - 14 HOUSEHOLDS, EPP - 567 HOUSEHOLDS, AND DEPARTMENT OF ENERGY HWAP GRANT 375 HOUSEHOLDS, FOR A TOTAL OF 1,658. 2939460 1083824 51391 COMMUNITY SERVICES BLOCK GRANT PROGRAM: THE COMMUNITY SERVICES BLOCK GRANT (CSBG) PROGRAM PROVIDES A VARIETY OF SERVICES AND ACTIVITIES FOR LOW-INCOME INDIVIDUALS TO ALLEVIATE THE CAUSES AND CONDITIONS OF POVERTY. THE PROGRAM IS DESIGNED TO PROVIDE FOR MAXIMUM FLEXIBILITY TO MEET LOCALLY DEFINED NEEDS. INCOME ELIGIBILITY FOR CSBG PROGRAMS IS AT OR BELOW 125% OF THE FEDERAL POVERTY GUIDELINES EXCEPT FOR INCOME-TAX PREPARATION ASSISTANCE. PROGRAMS ARE PROVIDED IN DARKE, GREENE, MONTGOMERY, AND PREBLE COUNTY AND INCLUDE: EMERGENCY SERVICES (E.G. RENT, UTILITY, TRANSPORTATION ASSISTANCE), LEGAL CLINIC, MICRO-ENTERPRISE BUSINESS DEVELOPMENT AND TRAINING, COMPUTER LITERACY TRAINING, EMERGENCY HOME REPAIR, "GETTING AHEAD" PROGRAM, VITA VOLUNTEER INCOME TAX ASSISTANCE PROGRAM, TRANSPORTATION ASSISTANCE PROGRAM , HOME FORECLOSURE AND FIRST-TIME HOME BUYING, TRANSITIONAL HOUSING, AND TAX CREDIT PROPERTY ADMINISTRATION. IN 2019, THE AGENCY PROVIDED THE FOLLOWING SERVICES UNDER CSBG: EMERGENCY SERVICES - 603, EMERGENCY HOME REPAIR - 55, LEGAL CLINIC - 172, MICRO-ENTERPRISE -26, COMPUTER LEARNING - 38, GETTING AHEAD - 49, VITA - 784, HOMEBUYER COUNSELING - 292, AND TRANSITIONAL HOUSING - 121. 21017 805472 4. THE AGENCY HAS 142 PARTNERSHIPS WITH NON-PROFIT AND FAITH-BASED ORGANIZATIONS, FEDERAL, STATE AND LOCAL GOVERNMENT ENTITIES, SCHOOL, HEALTH CARE, FOR-PROFIT BUSINESS AND CONSORTIUMS. DURING 2019, THE AGENCY PROVIDED THE FOLLOWING PROGRAMS: INDIVIDUALS SERVED AT PREBLE COUNTY'S ANNUAL THANKSGIVING DINNER APPROXIMATELY 751, INDIVIDUALS SERVED WITH TENANT BASED RENTAL ASSISTANCE IN PREBLE COUNTY 85 HOUSEHOLDS, TRANSPORTATION PROGRAMS (TITLE III-B MEDICAL TRANSPORTATION & GENERAL TRANSPORTATION PROGRAMS, JOB & FAMILY SERVICES) DARKE & PREBLE COUNTY 924 CLIENTS, HOME CRISIS RESPONSE PROGRAM 132 FAMILIES, DARKE COUNTY BRIDGE THE GAP PROGRAM 18 FAMILIES, SENIOR FOOD COMMODITY BOXES 1,807 BOXES. ADDITIONALLY, THE AGENCY OWNS ALL OR A PORTION OF NINE LIMITED PARTNERSHIPS WHICH OWN 526 MULTIFAMILY AND SCATTERED SITE HOUSING UNITS FOR LOW-INCOME RESIDENTS. 21017 805472 12873986 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 0 1 1 1 0 0 1 203 0 1 146 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 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 X JAMES PHIPPS PHD BOARD CHAIR 1.00 X X 0 0 0 DWAYNE WOODS VICE CHAIR 1.00 X X 0 0 0 DAVID YOUNG TREASURER 1.00 X X 0 0 0 COURTNEY GRIFFITH SECRETARY 1.00 X X 0 0 0 SCOTT ZUMBRINK DIRECTOR 1.00 X 0 0 0 ERIN JEFFERIES DIRECTOR 1.00 X 0 0 0 MISSY FROST DIRECTOR 1.00 X 0 0 0 LYNN NEWBAUER DIRECTOR 1.00 X 0 0 0 BRENDA SMALLWOOD DIRECTOR 1.00 X 0 0 0 HOPE TOLLE DIRECTOR 1.00 X 0 0 0 GARY CHAPMAN DIRECTOR 1.00 X 0 0 0 MADELYN COONS DIRECTOR 1.00 X 0 0 0 STEVE BONFIGLIO DIRECTOR 1.00 X 0 0 0 MARK BRADSTREET DIRECTOR 1.00 X 0 0 0 ANDREA WILKES DIRECTOR 1.00 X 0 0 0 ANDREA SEIELSTAD DIRECTOR 1.00 X 0 0 0 CHERISH L CRONMILLER PRESIDENT AND CEO (THRU SEPT 2019) 40.00 X 103187 0 7587 LISA B STEMPLER INT PRESIDENT. AND CEO (EFF SEPT 2020) 40.00 X 91301 0 1742 DEBORAH DONNELLY VP AND CFO 40.00 X 91703 0 7391 286191 0 16720 1 0 0 0 COLLINS REFRIGERATION AND AIR CONDITIONI 2030 S ERIE BLVD HAMILTON OH 45011 WEATHERIZATION SERVICES 206114 ELBEE ROAD INVESTORS LTD CO ROOKWOOD PR 8160 CORPORATE PARK DRIVE CINCINNATI OH 45242 WEATHERIZATION SERVICES 118500 2 10579622 3131459 13711081 INTEREST INCOME RELATED TO HOUSIN 531110 241155 241155 OTHER PROGRAM CONTRIBUTIONS 900099 101346 101346 COMMUNITY VOLUNTARY CONTRIBUTIONS 624200 51391 51391 TRANSPORTATION VOLUNTARY CONTRIBU 485000 17471 17471 HOUSING VOLUNTARY CONTRIBUTIONS 624100 13473 13473 1949 1949 426785 17759 17759 OTHER INCOME 624200 430078 430078 430078 14585703 856863 0 17759 107383 107383 6170482 6170482 302911 302911 4047771 3608715 391097 47959 21017 21017 1166328 942262 206214 17852 460501 350633 102766 7102 475618 426885 41642 7091 36077 9317 25030 1730 258916 80749 178167 EQUIPMENT AND MAINTENAN 580426 566398 13121 907 MISC. EXPENSES 420235 258798 151002 10435 ALLOWANCE FOR HOUSING L 241155 241155 CONSUMABLE SUPPLIES 124164 90192 31776 2196 14412984 12873986 1443726 95272 650 650 1137694 779079 454483 648457 741149 882792 4502263 4222318 71279 85611 80961 77464 4885657 3329322 1595483 1556335 164936 125732 8748898 8378438 872901 900945 658154 465243 4727716 4349404 6258771 5715592 X 2319830 2492549 170297 170297 2490127 2662846 8748898 8378438 172719 0 X X 0 1 X 1 1 1 X 10581758 10793110 11299506 12863260 13896711 59434345 10581758 10793110 11299506 12863260 13896711 59434345 59434345 255598 267598 293176 246561 258914 1321847 607365 245560 506615 385814 430078 2175432 62931624 2175432 0.94440 0.93710 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 710833 710833 2340118 1764209 575909 1834706 1565113 269593 1556335 HOUSING LOANS PAYABLE 2441716 PENSION PLAN LIABILITY 1907688 4349404 X 14605586 19883 19883 14585703 0 14585703 14432867 19883 19883 14412984 0 14412984 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 WARREN COUNTY COMMUNITY SERVICES 570 N ST ROUTE 741 LEBANON OH 45036 310872922 501(C)(3) 107383 N/A N/A TO PROVIDE THE WARREN COUNTY AGENCY WITH CSBG FUNDING TO SERVICE WARREN COUNTY. ENERGY AND WEATHERIZATION ASSISTANCE PROGRAM 18019 4951986 N/A N/A COMMUNITY ASSISTANCE PROGRAMS 4202 1083824 N/A N/A HOUSING ASSISTANCE PROGRAM 1108 130775 N/A N/A OTHER ASSISTANCE TO LOW-INCOME PARTICIPANTS 113 3897 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. FORM 990; PART VII; SECTION A LISA STEMPLER BECAME THE PRESIDENT AND CEO IN APRIL 2020. SHE WAS THE INTERIM PRESIDENT AND CEO EFFECTIVE SEPTEMBER 2019. PRIOR TO THAT POSITION SHE WAS THE COO AND VP. PART XII, LINE 2C THE PROCESS IS CONSISTENT WITH PRIOR YEAR FORM 990; SCHEDULE R; MVCAP'S WHOLLY OWNED SUBSIDIARY, MONTGOMERY HOUSING PARTNERS II, INC., OWNED A 0.1% GENERAL PARTNER INTEREST IN SHILOH APARTMENTS LIMITED PARTNERSHIP II. EFFECTIVE MAY 9, 2019, MONTGOMERY HOUSING PARTNERS II, INC. TRANSFERRED THEIR INTEREST TO AN UNRELATED THIRD PARTY. THE NET EFFECT OF THE DECONSOLIDATION HAD NO IMPACT ON THE STATEMENT OF ACTIVITIES OR THE CHANGE IN NET ASSETS. PREBLE COUNTY APARTMENTS LTD 719 S MAIN STREET DAYTON OH 45402 311482861 LOW INCOME HOUSING OH PREBLE COUNTY HOUSING PARTNERS INC RELATED -19736 791664 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 -25066 1460604 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 -168 -3280 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 1.00000 1 GREENE COUNTY HOUSING PARTNERS II INC 719 S MAIN STREET DAYTON OH 45402 364540110 LOW INCOME HOUSING OH MIAMI VALLEY COMMUNITY ACTION PARTNERSHIP C -23 -2351 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 -68 -1244 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 -34855 89832 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 -25 -687 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 -58 320605 1.00000 1 MONTGOMERY COUNTY HOUSING PARTNERS II INC 719 S MAIN STREET DAYTON OH 45402 311766797 LOW INCOME HOUSING OH MIAMI VALLEY COMMUNITY ACTION PARTNERSHIP C 1.00000 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 PREBLE COUNTY APARTMENTS LTD L 17741 MANAGEMENT FEES GREENVILLE MANOR LTD L 29888 MANAGEMENT FEES