2019-10-30T07:49:14-05:00 2018-12-31 310800053 CLARK SCHAEFER HACKETT & CO 14 EAST MAIN STREET SUITE 500 SPRINGFIELD OH 45502 990 2018-01-01 310709198 MIAMI VALLEY COMMUNITY ACTION PARTNERSHIP COMM 9373415000 719 SOUTH MAIN STREET DAYTON OH 454022709 DEBORAH DONNELLY VICE PRESIDENT, CFO 9373415000 2019-10-28 1 JESSE YOUNG CPA P01236247 9373992000 2019-10-28 74.121.64.228 2019-10-28 11:44:12 ED P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 C2F47ED791055C5DDCDF6A32451FD928BA2C2B7F 2018 2020-01-14 16:20:31Z DEBORAH DONNELLY 719 SOUTH MAIN STREET DAYTON OH 454022709 13495635 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. 17 17 147 300 0 0 10815459 12794470 484047 296759 293176 18592 616557 385814 12209239 13495635 4460437 5357357 0 0 4976336 5310266 0 0 82608 2690469 2646395 12127242 13314018 81997 181617 8845481 8748898 6370938 6258771 2474543 2490127 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 4322689 2341034 0 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 2018, MVCAP PROVIDED: VECTREN - 357 HOUSEHOLDS, DP&L - 272 L, AND DEPARTMENT OF ENERGY HWAP GRANT 388 HOUSEHOLDS, FOR A TOTAL OF 1,062. 2843677 944317 25138 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 2018, THE AGENCY PROVIDED THE FOLLOWING SERVICES UNDER CSBG: EMERGENCY SERVICES - 586, EMERGENCY HOME REPAIR - 38, LEGAL CLINIC - 164, MICRO-ENTERPRISE -26, COMPUTER LEARNING - 38, GETTING AHEAD - 53, VITA - 895, HOMEBUYER COUNSELING - 192, AND TRANSITIONAL HOUSING - 119. 4629364 1930481 0 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 2018, APPROXIMATELY 5,130 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 2018, APPROXIMATELY 5,645 HOUSEHOLDS WERE SERVED BY THIS PROGRAM. TOTAL HOUSEHOLDS SERVED: 10,775. 151012 141525 657435 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 2018, THE AGENCY PROVIDED THE FOLLOWING PROGRAMS: INDIVIDUALS SERVED AT PREBLE COUNTY'S ANNUAL THANKSGIVING DINNER APPROXIMATELY 700, MONTGOMERY COUNTY THANKSGIVING DINNER 203, INDIVIDUALS SERVED WITH TENANT BASED RENTAL ASSISTANCE IN PREBLE COUNTY 23 HOUSEHOLDS/47 INDIVIDUALS, TRANSPORTATION PROGRAMS (TITLE III-B MEDICAL TRANSPORTATION & GENERAL TRANSPORTATION PROGRAMS, JOB & FAMILY SERVICES) DARKE & PREBLE COUNTY 8,086 TRIPS, HOME CRISIS RESPONSE PROGRAM 94 FAMILIES, DARKE COUNTY BRIDGE THE GAP PROGRAM 52 FAMILIES, SENIOR FOOD COMMODITY BOXES 3,695 FAMILIES. 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. 151012 141525 657435 11946742 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 1 178 0 1 147 1 0 0 0 0 0 0 0 0 0 0 0 0 X 17 17 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 JAMES PHIPPS PHD BOARD CHAIR 1.00 X X 0 0 0 DWAYNE WOODS VICE CHAIR 1.00 X X 0 0 0 BETSY MARSHALL SECRETARY 1.00 X X 0 0 0 BARBARA FEE TREASURER 1.00 X X 0 0 0 JACK COLLOPY DIRECTOR 1.00 X 0 0 0 CYNTHIA FERGUSON DIRECTOR 1.00 X 0 0 0 KENTON HILL DIRECTOR 1.00 X 0 0 0 KAREN JACKSON DIRECTOR 1.00 X 0 0 0 LYNN NEWBAUER DIRECTOR 1.00 X 0 0 0 REX ROBINSON DIRECTOR 1.00 X 0 0 0 NAN SMITH DIRECTOR 1.00 X 0 0 0 TAWANA THOMAS DIRECTOR 1.00 X 0 0 0 ROBERTA WARNER DIRECTOR 1.00 X 0 0 0 JOHN HENSLEY DIRECTOR 1.00 X 0 0 0 COURTNEY GRIFFITH DIRECTOR 1.00 X 0 0 0 KIM NELSON DIRECTOR 1.00 X 0 0 0 CHRISTOPHER SHAW DIRECTOR 1.00 X 0 0 0 CHERISH L CRONMILLER PRESIDENT AND CEO 40.00 X 101219 0 7496 LISA B STEMPLER VP AND COO 40.00 X 85950 0 854 DEBORAH DONNELLY VP AND CFO 40.00 X 88500 0 7282 275669 0 15632 1 0 0 0 FOX AIR 5652 WADSWORTH ROAD DAYTON OH 45414 WEATHERIZATION SERVICES 631313 WELLS ELECTRICAL P/O BOX 449 DAYTON OH 45405 WEATHERIZATION SERVICES 271267 COLLINS REFRIGERATION AND AIR CONDITIONI 2030 S ERIE BLVD HAMILTON OH 45011 WEATHERIZATION SERVICES 144329 CARLOS UZHCA 5116 LAUDORDALE MORAINE OH 45439 WEATHERIZATION SERVICES 102055 4 10349862 2444608 12794470 INTEREST INCOME RELATED TO HOUSIN 531110 227969 227969 COMMUNITY VOLUNTARY CONTRIBUTIONS 624200 25138 25138 OTHER PROGRAM CONTRIBUTIONS 900099 18827 18827 TRANSPORTATION VOLUNTARY CONTRIBU 485000 18036 18036 HOUSING VOLUNTARY CONTRIBUTIONS 624100 6789 6789 296759 18592 18592 OTHER INCOME 624200 385814 385814 385814 13495635 682573 0 18592 127354 127354 5230003 5230003 291301 291301 3824633 3362655 419496 42482 1194332 961321 217557 15454 514354 379360 127381 7613 507014 470198 31553 5263 40337 9888 28732 1717 176206 176206 EQUIPMENT AND MAINTENAN 600245 558737 39167 2341 MISC. EXPENSES 436005 327644 102250 6111 ALLOWANCE FOR HOUSING L 227969 227969 CONSUMABLE SUPPLIES 144265 115407 27231 1627 13314018 11946742 1284668 82608 650 650 723506 1137694 752200 454483 911674 741149 4530446 4502263 68850 71279 59907 80961 4870129 3274646 1624173 1595483 174075 164936 8845481 8748898 1199055 872901 408698 658154 4763185 4727716 6370938 6258771 X -492736 2319830 2967279 170297 2474543 2490127 8845481 8748898 181617 -166033 0 X X 0 1 X 1 1 1 X 11924595 10581758 10793110 11299506 12863260 57462229 11924595 10581758 10793110 11299506 12863260 57462229 57462229 292043 255598 267598 293176 246561 1354976 755621 607365 245560 506615 385814 2500975 61318180 2544750 0.93710 0.93070 X 0 0 710833 710833 2290021 1683460 606561 1869275 1591186 278089 1595483 HOUSING LOANS PAYABLE 2741716 PENSION PLAN LIABILITY 1986000 4727716 X 13507283 11648 11648 13495635 0 13495635 13325666 11648 11648 13314018 0 13314018 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) 127354 N/A N/A TO PROVIDE THE WARREN COUNTY AGENCY WITH CSBG FUNDING TO SERVICE WARREN COUNTY. ENERGY AND WEATHERIZATION ASSISTANCE PROGRAM 6174 4271515 N/A N/A COMMUNITY ASSISTANCE PROGRAMS 7857 816963 N/A N/A HOUSING ASSISTANCE PROGRAM 115 113549 N/A N/A OTHER ASSISTANCE TO LOW-INCOME PARTICIPANTS 903 27976 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 XII, LINE 2C: THE PROCESS IS CONSISTENT WITH PRIOR YEAR PREBLE COUNTY APARTMENTS LTD 719 S MAIN STREET DAYTON OH 45402 311482861 LOW INCOME HOUSING OH PREBLE COUNTY HOUSING PARTNERS INC RELATED 21647 809370 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 -3717 1618558 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 -172 -3034 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 -167 -2357 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 -69 -1176 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 -131084 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 -28485 124687 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 -43 -677 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 -81 -279259 1.00000 1 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 17567 MANAGEMENT FEES GREENVILLE MANOR LTD L 27863 MANAGEMENT FEES