CATHOLIC CHARITIES SOUTHWESTERN OHIO: Form 990, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- CATHOLIC CHARITIES SOUTHWESTERN OHIO (EIN 31-0536968)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-07-12
- IRS object ID
- 201801939349301000
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-07-12T12:36:43-05:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 311119890 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Barnes Dennig & Co LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 150 East Fourth Street | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 310536968 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Catholic Charities Southwestern Ohio | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | CATH | BusinessNameControlTxt |
| Phone | 5132417745 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7162 Reading Road No 600 | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45237 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ted Bergh | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 5132417745 | PhoneNum |
| Signature | 2018-07-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Paula Hume | PreparerPersonNm |
| PTIN | P00537516 | PTIN |
| Phone | 5132418313 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Ted Bergh | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7162 Reading Road No 600 | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45237 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $17,476,170 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.ccswoh.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1914 | FormationYr |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Activity Or Mission | Enlighten the community to see God's love for the poor. Serve the community to in turn serve the vulnerable. Empower the community so all God's Children rise from spiritual and material poverty. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 16 | VotingMembersIndependentCnt |
| Total Employee | 130 | TotalEmployeeCnt |
| Total Volunteers | 4724 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $16,779,099 | PYContributionsGrantsAmt |
| CY Contributions Grants | $16,278,591 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $342,795 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $338,015 | CYProgramServiceRevenueAmt |
| PY Investment Income | $142,302 | PYInvestmentIncomeAmt |
| CY Investment Income | $199,672 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$1,187 | PYOtherRevenueAmt |
| CY Other Revenue | -$24,834 | CYOtherRevenueAmt |
| PY Total Revenue | $17,263,009 | PYTotalRevenueAmt |
| CY Total Revenue | $16,791,444 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $9,959,491 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $9,091,314 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $4,619,571 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,207,570 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $426,769 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,503,525 | PYOtherExpensesAmt |
| CY Other Expenses | $2,537,923 | CYOtherExpensesAmt |
| PY Total Expenses | $17,082,587 | PYTotalExpensesAmt |
| CY Total Expenses | $16,836,807 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $180,422 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$45,363 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,348,749 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,645,257 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $3,981,151 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,844,244 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,367,598 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $5,801,013 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | Enlighten the community to see God's love for the poor. Serve the community to in turn serve the vulnerable. Empower the community so all God's Children rise from spiritual and material poverty. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $10,057,068 | ExpenseAmt |
| Grant | $8,662,705 | GrantAmt |
| Revenue | $192,651 | RevenueAmt |
| Desc | Foodbank and Feeding the Hungry- Catholic Charities serves the hungry through emergency food assistance in Clark, Champaign and Logan Counties. Last year, 120,539 people received emergency assistance from the Catholic Charities food bank, food pantries, mobiles and back pack programs. Through a new school back pack program 99,575 meals were distributed to school children in these counties. Second Harvest Food Bank distributed 4,220,427 meals through 78 member agencies, mobiles and the food pantry. In the Cincinnati area and five rural counties, 450,829 meals were provided through the hunger program "Food For All". | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,503,267 | ExpenseAmt |
| Grant | $108 | GrantAmt |
| Revenue | $107,465 | RevenueAmt |
| Desc | Mental Health Services - Catholic Charities provides a wide range of affordable, confidential counseling services. Counseling equips people with the skills to grow psychologically and spiritually. Counselors connect clients with life skills to use as need to cope and succeed. In 2017, the Mental Health Services served 1,465 person through 10,499 individual, couple and family counseling sessions. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,440,169 | ExpenseAmt |
| Grant | $396,477 | GrantAmt |
| Desc | Refugee Resettlement - Imagine arriving in Cincinnati after living decades in a refugee camp with little freedom. Everything is foreign from the street signs to the electric lights that turn on with a flip of the switch. Running water is a convenience that astonishes many. Refugees come with little more than clothes on their backs and hearts full of hope for a better life for their families.Through your support, Catholic Charities resettled 254 refugees (families, elderly and children) last year. The refugees receive job and ESL training in order to secure employment. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,311,226 | ExpenseAmt |
| Grant | $32,024 | GrantAmt |
| Revenue | $37,899 | RevenueAmt |
| Desc | Senior Services - Seniors served the vulnerable through programs designed for seniors last year. Many long-term volunteers report they gain a sense of accomplishment and a boost of confidence serving others. In particular, the Senior Corps programs tap the skills, talents, and experience of people age 55 and over to meet a wide range of community challenges. Catholic Charities Southwestern Ohio sponsors this local program of the Corporation for National and Community Service. The wide range of senior services and programs include:-Foster Grandparent Program provided 87,444 hours of services-Retired Senior Volunteer Program (RSVP) provided service to four community organizations through the efforts of on average 81 volunteers each month. -Senior Companion Program provided 67,262 hours of services-Caregiver Assistance Network, which served 262 caregivers last year.Su Casa Hispanic Center and Legal Immigration Services- Matthew includes the "stranger" in the final judgment on love (Mt 25:31-46). Su Casa your home extends a loving welcome to the Hispanic and Latino community in Greater Cincinnati. Last year, Su Casa provided emergency assistance stabilization services, education, health promotions, legal translation and interpretation, advocacy, and mental health services to its clients. In 2017, 371 clients received legal immigration services through Catholic Charities. In addition, 1,298 sought Su Casa Emergency Assistance Stabilization Services and 56 children graduated from Su Casa's Vacaciones Utiles summer program.Family Services - Catholic Charities serves at-risk families through a range of classes, workshops and programs to bring families closer together with positive results. Some parents are referred to Catholic Charities by the courts to regain custody of children or perhaps by a daycare center when a child is disrupting the class. Often parents simply want to be better parents.Over 1,800 parents and children participated in the family-focused programs last year:Early Childhood Mental Health consultation program served an average of 543 children monthly and 101 adults monthly to improve emotional and behavioral skills. Parenting Education Classes served 282 at-risk parents and children with instruction on basic parenting skills. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,311,226 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $32,024 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $37,899 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $15,311,730 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | Yes (1) | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 9 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 130 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 16 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ross Hallman | PersonNm |
| Phone | 5136723744 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7162 Reading Road Suite 600 | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45237 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| Jonathon Bresnen | ||||||
| Member | 1.50 | Yes (X) | $0 | $0 | $0 | |
| Ellen Paxton | ||||||
| Member | 1.50 | Yes (X) | $0 | $0 | $0 | |
| Jim Wahl | ||||||
| Member | 1.50 | Yes (X) | $0 | $0 | $0 | |
| Dave Lohbeck | ||||||
| Member | 1.50 | Yes (X) | $0 | $0 | $0 | |
| Dr Marc Alexander | ||||||
| Member | 1.50 | Yes (X) | $0 | $0 | $0 | |
| Debbie Kokoruda | ||||||
| Member | 1.50 | Yes (X) | $0 | $0 | $0 | |
| Kelly Larbes | ||||||
| Member | 1.50 | Yes (X) | $0 | $0 | $0 | |
| Michael Leik | ||||||
| Member | 1.50 | Yes (X) | $0 | $0 | $0 | |
| Luke Wiley | ||||||
| Member | 1.50 | Yes (X) | $0 | $0 | $0 | |
| Gary Sparks | ||||||
| Member | 1.50 | Yes (X) | $0 | $0 | $0 | |
| Jeffrey Weisker | ||||||
| Member | 1.50 | Yes (X) | $0 | $0 | $0 | |
| Myron Hughes | ||||||
| Member - Joined 2/17 | 1.50 | Yes (X) | $0 | $0 | $0 | |
| Fr Louis Asobi | ||||||
| Member - Left 2/17 | 1.50 | Yes (X) | $0 | $0 | $0 | |
| John Jemail | ||||||
| Member - Left 2/17 | 1.50 | Yes (X) | $0 | $0 | $0 | |
| Julie Knueven | ||||||
| Member - Left 2/17 | 1.50 | Yes (X) | $0 | $0 | $0 | |
| Kurt Knochel MD | ||||||
| Member - Left 2/17 | 1.50 | Yes (X) | $0 | $0 | $0 | |
| Ron Jackson | ||||||
| Secretary | 1.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Tom Steele | ||||||
| Treasurer | 1.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Joel Handorf | ||||||
| Vice-President | 1.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Dave Bruno | ||||||
| President | 1.50 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| Jennifer Hansen | ||||||
| CFO | 40.00 | $77,214 | $0 | $2,545 | Yes (X) | |
| Alisa Berry | ||||||
| COO | 40.00 | $77,422 | $0 | $20,432 | Yes (X) | |
| Howard T Bergh | ||||||
| CEO | 40.00 | $142,629 | $0 | $22,448 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $297,265 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $45,425 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Healthsmart | |||||
| 100 East 8th Street | Cincinnati | OH | 45202 | Benefit Premiums | $927,881 |
| Catholic Social Services of Miami Valley | |||||
| 922 West Riverview Ave | Dayton | OH | 45407 | Pass through CMA Costs | $288,653 |
| Reading Investments LLC | |||||
| 7162 Reading Rd Suite 730 | Cincinnati | OH | 45237 | Rent | $208,510 |
| Fifth Third Bank | |||||
| PO Box 740523 | Cincinnati | OH | 45274 | Credit Card | $190,552 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $837,223 | FederatedCampaignsAmt |
| Fundraising | $143,534 | FundraisingAmt |
| Government Grants | $2,863,732 | GovernmentGrantsAmt |
| All Other Contributions | $12,434,102 | AllOtherContributionsAmt |
| Noncash Contributions | $8,299,989 | NoncashContributionsAmt |
| Total Contributions | $16,278,591 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Program Services | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $338,015 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $338,015 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $338,015 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $55,856 | TotalRevenueColumnAmt |
| Exclusion | $55,856 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $754,406 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $610,590 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $143,816 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $143,816 | TotalRevenueColumnAmt |
| Exclusion | $143,816 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $31,411 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $143,534 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $74,136 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$42,725 | TotalRevenueColumnAmt |
| Exclusion | -$42,725 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt |
|---|---|---|---|
| Sales to the Public | 900099 | $11,471 | $11,471 |
| Miscellaneous Revenue | 900099 | $6,420 | $6,420 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $17,891 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $16,791,444 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $338,015 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $174,838 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,091,314 | TotalAmt |
| Program Services | $9,091,314 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $342,689 | TotalAmt |
| Program Services | $68,136 | ProgramServicesAmt |
| Management And General | $274,553 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,501,591 | TotalAmt |
| Program Services | $2,920,184 | ProgramServicesAmt |
| Management And General | $362,472 | ManagementAndGeneralAmt |
| Fundraising | $218,935 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $258,285 | TotalAmt |
| Program Services | $213,020 | ProgramServicesAmt |
| Management And General | $33,379 | ManagementAndGeneralAmt |
| Fundraising | $11,886 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $801,481 | TotalAmt |
| Program Services | $660,562 | ProgramServicesAmt |
| Management And General | $103,668 | ManagementAndGeneralAmt |
| Fundraising | $37,251 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $303,524 | TotalAmt |
| Program Services | $239,501 | ProgramServicesAmt |
| Management And General | $46,732 | ManagementAndGeneralAmt |
| Fundraising | $17,291 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,902 | TotalAmt |
| Program Services | $27,465 | ProgramServicesAmt |
| Management And General | $4,062 | ManagementAndGeneralAmt |
| Fundraising | $2,375 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,350 | TotalAmt |
| Program Services | $33,499 | ProgramServicesAmt |
| Management And General | $4,955 | ManagementAndGeneralAmt |
| Fundraising | $2,896 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,515 | TotalAmt |
| Management And General | $4,515 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $497,111 | TotalAmt |
| Program Services | $402,725 | ProgramServicesAmt |
| Management And General | $59,566 | ManagementAndGeneralAmt |
| Fundraising | $34,820 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,049 | TotalAmt |
| Program Services | $46,565 | ProgramServicesAmt |
| Management And General | $13,071 | ManagementAndGeneralAmt |
| Fundraising | $7,413 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $320,501 | TotalAmt |
| Program Services | $222,583 | ProgramServicesAmt |
| Management And General | $62,482 | ManagementAndGeneralAmt |
| Fundraising | $35,436 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,895 | TotalAmt |
| Program Services | $52,708 | ProgramServicesAmt |
| Management And General | $14,796 | ManagementAndGeneralAmt |
| Fundraising | $8,391 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $475,238 | TotalAmt |
| Program Services | $425,381 | ProgramServicesAmt |
| Management And General | $42,001 | ManagementAndGeneralAmt |
| Fundraising | $7,856 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,840 | TotalAmt |
| Program Services | $130,443 | ProgramServicesAmt |
| Management And General | $8,193 | ManagementAndGeneralAmt |
| Fundraising | $2,204 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,239 | TotalAmt |
| Program Services | $27,945 | ProgramServicesAmt |
| Management And General | $7,845 | ManagementAndGeneralAmt |
| Fundraising | $4,449 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,279 | TotalAmt |
| Program Services | $130,595 | ProgramServicesAmt |
| Management And General | $5,391 | ManagementAndGeneralAmt |
| Fundraising | $4,293 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $142,035 | TotalAmt |
| Program Services | $98,641 | ProgramServicesAmt |
| Management And General | $27,690 | ManagementAndGeneralAmt |
| Fundraising | $15,704 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Senior Volunteer Costs | $496,804 | $496,804 | ||
| Other Direct | $34,798 | $4,653 | $17,602 | $12,543 |
| Membership Dues | $27,367 | $19,006 | $5,335 | $3,026 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,836,807 | TotalAmt |
| Program Services | $15,311,730 | ProgramServicesAmt |
| Management And General | $1,098,308 | ManagementAndGeneralAmt |
| Fundraising | $426,769 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $244,428 | BOYAmt |
| EOY | $507,972 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $912,682 | BOYAmt |
| EOY | $744,187 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $586,989 | BOYAmt |
| EOY | $476,047 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,488,076 | BOYAmt |
| EOY | $1,220,771 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $116,229 | BOYAmt |
| EOY | $108,563 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,089,883 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,517,849 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,681,447 | BOYAmt |
| EOY | $1,572,034 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,318,898 | BOYAmt |
| EOY | $5,015,683 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,348,749 | BOYAmt |
| EOY | $9,645,257 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,973,651 | BOYAmt |
| EOY | $3,843,244 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,500 | BOYAmt |
| EOY | $1,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,981,151 | BOYAmt |
| EOY | $3,844,244 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,903,622 | BOYAmt |
| EOY | $4,363,970 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,213,976 | BOYAmt |
| EOY | $1,187,043 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $250,000 | BOYAmt |
| EOY | $250,000 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,367,598 | BOYAmt |
| EOY | $5,801,013 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,348,749 | BOYAmt |
| EOY | $9,645,257 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$45,363 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $478,778 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,702,066 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,429,421 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,184,073 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,779,099 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,278,591 | CurrentTaxYearAmt |
| Total | $78,373,250 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $15,702,066 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $14,429,421 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $15,184,073 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $16,779,099 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $16,278,591 | CurrentTaxYearAmt |
| Total | $78,373,250 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $78,373,250 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $75,111 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $64,033 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $46,598 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $52,090 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $55,856 | CurrentTaxYearAmt |
| Total | $293,688 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $194,973 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $22,259 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $12,812 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $19,125 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $17,891 | CurrentTaxYearAmt |
| Total | $267,060 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $78,933,998 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,866,736 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99290 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99170 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,236,123 | BeginningYearBalanceAmt |
| Contributions | $80,000 | ContributionsAmt |
| Investment Earnings Or Losses | $618,895 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $6,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $4,929,018 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $3,943,765 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $296,358 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,000 | GrantsOrScholarshipsAmt |
| End Year Balance | $4,236,123 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,605,694 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$7,929 | InvestmentEarningsOrLossesAmt |
| Grants Or Scholarships | $4,000 | GrantsOrScholarshipsAmt |
| Other Expenditures | $650,000 | OtherExpendituresAmt |
| End Year Balance | $3,943,765 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,684,010 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $331,684 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $410,000 | OtherExpendituresAmt |
| End Year Balance | $4,605,694 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,204,955 | BeginningYearBalanceAmt |
| Contributions | $100,383 | ContributionsAmt |
| Investment Earnings Or Losses | $534,682 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $156,010 | OtherExpendituresAmt |
| End Year Balance | $4,684,010 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.90000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.06000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.04000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $70,000 | OtherCostOrOtherBasisAmt |
| Book Value | $70,000 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,771,148 | OtherCostOrOtherBasisAmt |
| Depreciation | $612,925 | DepreciationAmt |
| Book Value | $1,158,223 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $25,453 | OtherCostOrOtherBasisAmt |
| Depreciation | $12,275 | DepreciationAmt |
| Book Value | $13,178 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $519,403 | OtherCostOrOtherBasisAmt |
| Depreciation | $268,177 | DepreciationAmt |
| Book Value | $251,226 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $703,879 | OtherCostOrOtherBasisAmt |
| Depreciation | $624,472 | DepreciationAmt |
| Book Value | $79,407 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,572,034 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $17,344,358 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $478,778 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $74,136 | OtherRevenueAmt |
| Revenue Not Reported | $552,914 | RevenueNotReportedAmt |
| Revenue Subtotal | $16,791,444 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $16,791,444 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $16,910,943 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $74,136 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $74,136 | ExpensesNotReportedAmt |
| Expenses Subtotal | $16,836,807 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $16,836,807 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part V, Line 4: | The Organization has adopted investment and spending policies for endowment assets that attempt to provide for consistent long-term growth of capital, without undue exposure to risk. The Organization has a policy of appropriating for distribution each year 4% of its previous 3 year moving average of the market value of the endowment assets. |
| Part X, Line 2: | The Organization is exempt from income taxes under Section 501 of the Internal Revenue Code and a similar provision of Ohio law. However, the Organization is subject to federal income tax on any unrelated business taxable income. The Organization's IRS Form 990 is subject to review and examination by federal and state authorities. The Organization believes it has appropriate support for any tax positions taken, and therefore, does not have an uncertain income tax positions that are material to the financial statements. |
| Part XI, Line 2d - Other Adjustments: | Special Events Expense 74,136. |
| Part XII, Line 2d - Other Adjustments: | Special Events Expense 74,136. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | SuCasa Banquet | Event1Nm |
| Gross Receipts Event1 | $68,131 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $54,819 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $13,312 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $833 | NonCashPrizesEvent1Amt |
| Rent Facility Costs Event1 | $1,200 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $13,312 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $350 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $8,935 | OtherDirectExpensesEvent1Amt |
| Event2 | Empty Bowls | Event2Nm |
| Gross Receipts Event2 | $66,229 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $66,229 | CharitableContriEvent2Amt |
| Other Direct Expenses Event2 | $10,044 | OtherDirectExpensesEvent2Amt |
| Other Events Total | 2 | OtherEventsTotalCnt |
| Gross Receipts Other Events | $40,585 | GrossReceiptsOtherEventsAmt |
| Charitable Contri Other Events | $22,486 | CharitableContriOtherEventsAmt |
| Gross Revenue Other Events | $18,099 | GrossRevenueOtherEventsAmt |
| Cash Prizes Other Events | $6,000 | CashPrizesOtherEventsAmt |
| Non Cash Prizes Other Events | $1,103 | NonCashPrizesOtherEventsAmt |
| Rent Fclty Costs Other Events | $1,220 | RentFcltyCostsOtherEventsAmt |
| Food And Beverage Other Events | $12,174 | FoodAndBeverageOtherEventsAmt |
| Entertainment Other Events | $315 | EntertainmentOtherEventsAmt |
| Oth Direct Expnss Other Events | $18,650 | OthDirectExpnssOtherEventsAmt |
| Gross Receipts Total | $174,945 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $143,534 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $31,411 | GrossRevenueTotalEventsAmt |
| Cash Prizes Total Events | $6,000 | CashPrizesTotalEventsAmt |
| Non Cash Prizes Total Events | $1,936 | NonCashPrizesTotalEventsAmt |
| Rent Fclty Costs Total Events | $2,420 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $25,486 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $665 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $37,629 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $74,136 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$42,725 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (4 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| Grants to individuals for food, shelter, medicine, & transportation | 116446 | $798,745 | $3,121,479 | FMV | Food distributed through mobiles and pantry |
| Grants to individuals for assistance for basic needs to improve the quality of life to individuals | 22 | $32,456 | FMV | Food, Shelter, basic needs | |
| Grants to individuals for refugee resettlement | 270 | $359,487 | FMV | Food, Shelter | |
| Food Bank Distributions | 3299234 | $4,591,435 | FMV | 3299234 meals distributed |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | Expenditures from all grant funds are segregated within the agency's general ledger system according to funding source. Files are maintained per each funders' requirements in order to document the type assistance granted. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Howard T Bergh | PersonNm |
| Title | CEO | TitleTxt |
| Base Compensation Filing Org | $142,629 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $4,367 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $18,081 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $165,077 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $60,134 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 13 | ContributionCnt |
| Noncash Contributions Rpt F990 | $98,551 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 134 | ContributionCnt |
| Noncash Contributions Rpt F990 | $8,141,304 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Per LB Rate | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section B, line 11b | The form 990 will be reviewed by the executive director and chief financial officer and the finance committee of the board of trustees. It will also be distributed to all members of the board of trustees for review and comment. |
| Form 990, Part VI, Section B, line 12c | An annual conflict of interest questionnaire is completed and returned by each individual board member. |
| Form 990, Part VI, Section B, line 15a | The executive committee considers similar data of other organizations on their related experience with those organizations. Their decision is documented in the executive committee minutes. |
| Form 990, Part VI, Section C, line 19 | The organization makes its governing documents, conflict of interst policy, and financial statements available to the public by keeping them on file in the corporate office. |
| Form 990, Part XII Line 2c | The organization did not change its oversight or selection process during the current tax year. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Su Casa Hispanic Center | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 100 East 8th Street | AddressLine1Txt |
| City | Cincinnati | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 45202 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 461428843 | EIN |
| Primary Activities | Provide support programs for Hispanic/Latino community | PrimaryActivitiesTxt |
| Legal Domicile State | OH | LegalDomicileStateCd |
| Total Income | $875,522 | TotalIncomeAmt |
| End Of Year Assets | $10,813 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Catholic Charities Southwestern Ohio | BusinessNameLine1Txt |