2016-11-07T15:58:39-06:00 2015-12-31 310800053 CLARK SCHAEFER HACKETT & CO 14 E MAIN STREET SUITE 500 SPRINGFIELD OH 45502 990 2015-01-01 310709198 COMMUNITY ACTION PARTNERSHIP OF THE GREATER DAYTON AREA COMM 9373415000 719 SOUTH MAIN STREET DAYTON OH 454022709 DEBORAH DONNELLY VICE PRESIDENT, CFO 9373415000 2016-11-04 1 JESSE YOUNG P01236247 9373992000 2016-11-04 2015 2017-02-10 21:41:12Z DEBORAH DONNELLY 719 SOUTH MAIN STREET DAYTON OH 454022709 10936555 0 X WWW.CAP-DAYTON.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. 22 22 149 362 0 0 11837693 9989317 160268 84275 292043 255598 726030 607365 13016034 10936555 4022354 3068608 0 0 5295190 4980047 0 0 56936 3281487 2922526 12599031 10971181 417003 -34626 9123823 8898549 5492866 5302218 3630957 3596331 X THE MISSION OF 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 1050449 271820 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. THIS PROGRAM IS FEDERALLY FUNDED BY THE U.S. DEPARTMENT OF ENERGY AND IS PROVIDED FOR CUSTOMERS, WHOSE ANNUAL HOUSEHOLD INCOME IS 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 DECREASE 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%. IN 2015, COMMUNITY ACTION PARTNERSHIP PROVIDED APPROXIMATELY 1,286 HOUSEHOLDS IN AUGLAIZE, BUTLER, DARKE, GREENE, MERCER, MONTGOMERY, PREBLE AND WARREN COUNTIES WITH WEATHERIZATION SERVICES. 1645173 9155 COMMUNITY SERVICES BLOCK GRANT PROGRAM: THE COMMUNITY SERVICES BLOCK GRANT (CSBG) PROGRAM PROVIDES A VARIETY OF SERVICES AIMED AT ASSISTING WITH BASIC NEEDS AND MOVING INDIVIDUALS AND FAMILIES ON THE ROAD TO BECOMING SELF-SUFFICIENT. THE PROGRAM IS DESIGNED TO PROVIDE FOR MAXIMUM FLEXIBILITY TO MEET LOCALLY DEFINED NEEDS. IN 2015, CSBG SERVICES WERE PROVIDED TO HOUSEHOLDS WITH INCOMES UP TO 125% OF THE FEDERAL POVERTY GUIDELINES. ACTIVITIES THAT WERE PROVIDED INCLUDED ADVOCACY, INFORMATION AND REFERRAL, CASE MANAGEMENT SERVICES, COMPUTER LITERACY TRAINING, MICRO-ENTERPRISE BUSINESS AND DEVELOPMENT TRAINING, INCOME TAX FILING, TRANSPORTATION SERVICES, TRANSITIONAL HOUSING, HOME FORECLOSURE COUNSELING ASSISTANCE, FIRST-TIME HOME BUYING COUNSELING, JOB READINESS TRAINING AND PLACEMENT AND YOUTH PROGRAMMING. IN ADDITION, WORK AND INTERVIEW CLOTHING, SHOES AND EMPLOYMENT DOCUMENTATION (I.E.: STATE IDENTIFICATION AND/OR BIRTH CERTIFICATES) WERE PROVIDED WITH CSBG FUNDS. 3821992 1312869 487173 HOUSING ASSISTANCE PAYMENT PROGRAM (HEAP): 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 $175 IS PROVIDED FOR ELECTRIC BILL PAYMENT UNDER LIMITED CIRCUMSTANCES, WHICH INCLUDE PERSONS 60 YEARS OF AGE AND OLDER AND THOSE THAT HAD A MEDICAL CONDITION AND COULD BENEFIT FROM AIR-CONDITIONING. INCOME ELIGIBILITY FOR BOTH THE WINTER AND SUMMER CRISIS PROGRAMS WAS 200% OF THE FEDERAL POVERTY LEVEL. IN 2015, APPROXIMATELY 7,180 HOUSEHOLDS RECEIVED UTILITY PAYMENT ASSISTANCE. 3528685 1474764 204467 OTHER PROGRAM SERVICES INCLUDE: CHILD EDUCATION, TRANSPORTATION PROGRAMS, EMPLOYMENT PROGRAMS, HOUSING ASSISTANCE AND OTHER. OTHER PROGRAMS OFFERED BY THE AGENCY FOLLOW GOALS. #1 ASSIST LOW-INCOME PEOPLE TO BECOME MORE SELF-SUFFICIENT. THE FOLLOWING PROGRAMS WORK TOWARDS THAT GOAL: COMPUTER LITERACY PROGRAM, HARDING PLACE TRANSITIONAL HOUSING PROGRAM, GED PROGRAM, INDIVIDUAL DEVELOPMENT ACCOUNT FOR HOME-BUYING, MICRO-ENTERPRISE BUSINESS DEVELOPMENT, VOLUNTEER INCOME TAX ASSISTANCE, WORKPAYS AND WORKREADY. IN 2015, 3,596 PERSONS RECEIVED FREE TAX PREPARATION SERVICES. 29 PEOPLE RECEIVED SUPPORT SUCH AS BUS PASSES, WORK ATTIRE, SCHOOL SUPPLIES AND GED TESTING FEES. 536 UNITS OF CLOTHING WERE PROVIDED TO LOW-WAGE WORKERS, RETIREES AND FAMILIES. 212 PERSONS STAYED IN HARDING PLACE TRANSITIONAL HOUSING. 192 PEOPLE RECEIVED HOUSING COUNSELING SERVICES. GOAL #2 IS TO IMPROVE THE CONDITIONS IN WHICH LOW-INCOME PEOPLE LIVE. THAT IS DONE THROUGH: AFFORDABLE HOUSING COMMUNITIES/TAX CREDIT PROPERTIES, TENANT-BASED RENTAL ASSISTANCE, OVERSIGHT FOR METROPOLITAN HOUSING AUTHORITY, TRANSPORTATION PROGRAMS, AND WEATHERIZATION PROGRAMS WITH VECTREN, AMERICAN ELECTRIC POWER, DUKE ENERGY AND DAYTON POWER AND LIGHT. IN 2015, OVER 5,395 RIDES WERE PROVIDED TO LOW-WAGE WORKERS, RETIREES AND FAMILIES. GOAL #3 IS TO HELP LOW-INCOME PEOPLE OWN A STAKE IN THEIR COMMUNITY. PROGRAMS ACHIEVING THAT END ARE OUR ADVOCACY AND EDUCATION COMMITTEES, AND THE COMMUNITY EMPOWERMENT PROGRAM. 11,309 HOURS WERE DONATED BY VOLUNTEERS TO THE AGENCY. GOAL #4 IS TO ACHIEVE PARTNERSHIPS AMONG SUPPORTERS AND PROVIDERS OF SERVICES TO LOW-INCOME PEOPLE. IN 2015, CAP HAD MORE THAN 181 PARTNERSHIPS WITH NONPROFITS, FAITH-BASED ORGANIZATIONS, GOVERNMENTS, BUSINESSES, EDUCATIONAL INSTITUTIONS, FINANCIAL INSTITUTIONS AND HEALTH CARE ORGANIZATIONS. GOAL #5 IS FOR THE AGENCY TO INCREASE THEIR CAPACITY TO ACHIEVE RESULTS THROUGH RESOURCE DEVELOPMENT AND OUTREACH. GOAL #6 IS TO HELP LOW-INCOME PEOPLE, ESPECIALLY VULNERABLE POPULATIONS, ACHIEVE THEIR POTENTIAL BY STRENGTHENING FAMILY AND SUPPORT SYSTEMS. THIS GOAL IS MET THROUGH EMERGENCY SERVICES, HOMELESS PREVENTION AND RAPID REHOUSING, NATIONAL FORECLOSURE MITIGATION COUNSELING, RESTORING STABILITY, YOUTH EMPOWERMENT PROGRAMS OF WORKFORCE INVESTMENT ACT PROGRAM FOR YOUTH, SUMMER CAMPS, AND AFTERSCHOOL PROGRAMS. IN 2015, 252 YOUTH PARTICIPATED IN VARIOUS YOUTH PROGRAMMING. 2,019 FOOD BOXES WERE DISTRIBUTED TO SENIOR CITIZENS. 33 PEOPLE RECEIVED TUTORING AND DROP-OUT PREVENTION SERVICES. 3528685 1474764 204467 10046299 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 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 1 114 0 1 149 1 0 0 0 0 0 0 0 0 0 0 X 22 22 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 REVEREND WAYNE MORRISON BOARD CHAIR 1.00 X X 0 0 0 JOHN GILMORE SECRETARY 1.00 X X 0 0 0 DIANE DELAPLANE TREASURER 1.00 X X 0 0 0 BOB ALEXANDER DIRECTOR 1.00 X 0 0 0 JEFFERY ALLEN DIRECTOR 1.00 X 0 0 0 TRESA ARNOLD DIRECTOR 1.00 X 0 0 0 BARBARA FEE DIRECTOR 1.00 X 0 0 0 CYNTHIA FERGUSON DIRECTOR 1.00 X 0 0 0 MICHELLE JONES 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 BETSY MARSHALL DIRECTOR 1.00 X 0 0 0 DEAN LOVELACE DIRECTOR 1.00 X 0 0 0 LINDA ODA DIRECTOR 1.00 X 0 0 0 JAMES PHIPPS DIRECTOR 1.00 X 0 0 0 REX ROBINSON 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 LYNN NEWBAUER DIRECTOR 1.00 X 0 0 0 SANDY SMOOT DIRECTOR 1.00 X 0 0 0 DWAYNE WOODS DIRECTOR 1.00 X 0 0 0 JACK COLLOPY DIRECTOR 1.00 X 0 0 0 JOHN T DONNELLAN PRESIDENT AND CEO 40.00 X 113345 0 2267 STEPHEN V PIPENGER VP AND CFO 40.00 X 105759 0 2115 JOYCE PRICE VP AND COO 40.00 X 105758 0 2115 324862 0 6497 3 0 0 0 FOX AIR 5652 WADSWORTH ROAD DAYTON OH 45414 WEATHERIZATION SERVICES 464194 WELLS ELECTRICAL P/O BOX 449 DAYTON OH 45405 WEATHERIZATION SERVICES 200613 COLLINS REFRIGERATION AND AIR CONDITIONI 2030 S ERIE BLVD HAMILTON OH 45011 WEATHERIZATION SERVICES 104847 3 6705377 3283940 9989317 TRANSPORTATION VOLUNTARY CONTRIBU 485000 33770 33770 COMMUNITY VOLUNTARY CONTRIBUTIONS 624200 31375 31375 OTHER PROGRAM CONTRIBUTIONS 900099 14840 14840 ENERGY CONTRIBUTIONS 900099 3010 3010 HOUSING VOLUNTARY CONTRIBUTIONS 624100 1280 1280 84275 255598 255598 OTHER INCOME 624200 607365 607365 607365 10936555 691640 0 255598 131209 131209 2937399 2937399 331360 331360 3572183 3363744 171190 37249 1076504 911199 153898 11407 1044575 943957 100618 179185 166551 11762 872 451348 424375 24529 2444 44290 20413 23877 166737 166737 MISC. EXPENSES 408014 382790 22933 2291 EQUIPMENT AND MAINTENAN 373849 343397 27779 2673 ALLOWANCE FOR HOUSING L 254528 254528 10971181 10046299 867946 56936 1150 1150 1711800 1612733 255203 197722 608318 758699 4658113 4523998 37261 54739 43299 68005 4668996 3552267 1313486 1116729 495193 564774 9123823 8898549 1065684 818377 558799 770749 9121 3859262 3713092 5492866 5302218 X 978513 990956 2652444 2605375 3630957 3596331 9123823 8898549 -34626 0 X X 0 1 X 1 1 1 X 18026404 13742522 11129645 11924595 10073592 64896758 18026404 13742522 11129645 11924595 10073592 64896758 64896758 430102 457263 471461 292043 255598 1906467 131445 332055 451308 755621 607365 2277794 69081019 3429751 0.93940 0.97330 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 529933 529933 1975029 1484068 490961 2164034 2068199 95835 1116729 INVESTMENT IN SUBSIDIARIES 494429 OTHER ASSETS 70345 564774 HOUSING LOANS PAYABLE 3013092 PENSION PLAN LIABILITY 700000 3713092 X 10941945 5390 5390 10936555 0 10936555 10976571 5390 5390 10971181 0 10971181 PART X, LINE 2: COMMUNITY ACTION PARTNERSHIP OF THE GREATER DAYTON AREA 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 CAP GDA'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. CAP GDA'S REPORTING RETURNS ARE SUBJECT TO AUDIT BY FEDERAL AND STATE TAXING AUTHORITIES. NO INCOME TAX PROVISION HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS AS CAP GDA 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) 131209 N/A N/A TO PROVIDE THE WARREN COUNTY AGENCY WITH CSBG FUNDING TO SERVICE WARREN COUNTY. ENERGY AND WEATHERIZATION ASSISTANCE PROGRAM 26000 2720711 N/A N/A COMMUNITY ASSISTANCE PROGRAMS 9500 9155 N/A N/A HOUSING ASSISTANCE PROGRAM 2500 91500 N/A N/A OTHER ASSISTANCE TO LOW-INCOME PARTICIPANTS 14500 116033 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 11 THE ORGANIZATION RECEIVES A COPY OF FORM 990 FROM THE ACCOUNTANT, WHICH IS REVIEWED BY THE FINANCIAL STAFF. THIS IS THEN TAKEN 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: NO CHANGES HAVE BEEN MADE TO THE OVERSIGHT PROCESS OF THE AUDIT OR THE SELECTION PROCESS OF THE AUDITOR SINCE THE PRIOR YEAR. PREBLE COUNTY APARTMENTS LTD 719 S MAIN STREET DAYTON OH 45402 311482861 LOW INCOME HOUSING OH PREBLE COUNTY HOUSING PARTNERS INC RELATED -12479 955626 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 -30042 1647637 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 COMMUNITY ACTION PARTNER OF THE GREATER DAYTON AREA C -257 -2292 1.00000 1 GREENE COUNTY HOUSING PARTNERS I INC 719 S MAIN STREET DAYTON OH 45402 311766793 LOW INCOME HOUSING OH COMMUNITY ACTION PARTNER OF THE GREATER DAYTON AREA C -3 1.00000 1 GREENE COUNTY HOUSING PARTNERS II INC 719 S MAIN STREET DAYTON OH 45402 364540110 LOW INCOME HOUSING OH COMMUNITY ACTION PARTNER OF THE GREATER DAYTON AREA C -87 -1917 1.00000 1 MIAMI COUNTY HOUSING PARTNERS I INC 719 S MAIN STREET DAYTON OH 45402 202668748 LOW INCOME HOUSING OH COMMUNITY ACTION PARTNER OF THE GREATER DAYTON AREA C -88 -910 1.00000 1 MONTGOMERY COUNTY HOUSING PARTNERS I INC 719 S MAIN STREET DAYTON OH 45402 311766796 LOW INCOME HOUSING OH COMMUNITY ACTION PARTNER OF THE GREATER DAYTON AREA C -200 -1502391 1.00000 1 MONTGOMERY COUNTY HOUSING PARTNERS II INC 719 S MAIN STREET DAYTON OH 45402 311766797 LOW INCOME HOUSING OH COMMUNITY ACTION PARTNER OF THE GREATER DAYTON AREA C -43020 -5675 1.00000 1 PREBLE COUNTY HOUSING PARTNERS I INC 719 S MAIN STREET DAYTON OH 45402 311523895 LOW INCOME HOUSING OH COMMUNITY ACTION PARTNER OF THE GREATER DAYTON AREA C -133 78617 1.00000 1 PREBLE COUNTY HOUSING PARTNERS II INC 719 S MAIN STREET DAYTON OH 45402 201871119 LOW INCOME HOUSING OH COMMUNITY ACTION PARTNER OF THE GREATER DAYTON AREA C -80 -505 1.00000 1 MONTGOMERY COUNTY HOUSING PARTNERS IV INC 719 S MAIN STREET DAYTON OH 45402 311609970 LOW INCOME HOUSING OH COMMUNITY ACTION PARTNER OF THE GREATER DAYTON AREA C -80548 -109792 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 17673 MANAGEMENT FEES GREENVILLE MANOR LTD L 22041 MANAGEMENT FEES