2015-11-04T14:50:02-06:00 2014-12-31 310800053 CLARK SCHAEFER HACKETT & CO ONE EAST FOURTH ST SUITE 1200 CINCINNATI OH 45202 990 2014-01-01 310536655 CINCINNATI UNION BETHEL CINC 5137686907 2401 READING RD CINCINNATI OH 45202 STEPHEN MACCONNELL PRESIDENT/CEO 5137686907 2015-11-03 1 JANE E PFEIFER P00014949 5132413111 2015-11-03 2014 2016-04-25 22:37:26Z X STEPHEN MACCONNELL 2401 READING RD CINCINNATI OH 45202 6341938 0 X WWW.CINUNIONBETHEL.ORG X 1830 OH OUR MISSION AT CINCINNATI UNION BETHEL IS TO PROVIDE AFFORDABLE HOUSING, SUPPORTIVE SERVICES, AND EDUCATION PROGRAMS THAT ASSIST URBAN WOMEN, CHILDREN, FAMILIES, AND COMMUNITIES TO REALIZE THEIR GREATEST POTENTIAL. 21 21 95 635 0 0 4863210 5005083 270046 233624 470913 115800 88020 78322 5692189 5432829 0 0 0 0 3485975 3291253 0 0 136752 2291204 2427882 5777179 5719135 -84990 -286306 5335701 5533942 1875749 2332094 3459952 3201848 PROVIDE SUPPORTIVE SERVICES AND EDUCATION THAT ASSIST URBAN WOMEN, CHILDREN, FAMILIES, AND COMMUNITIES TO REALIZE THEIR GREATEST POTENTIAL. 0 0 3978148 34083 EARLY CHILDHOOD EDUCATION SERVICES: INCLUDING FEDERAL HEAD START, STATE AND LOCAL SUPPORT, PROVIDING PRESCHOOL WITH AN EDUCATIONAL CURRICULUM TO CHILDREN OF LOW-INCOME FAMILIES OR WELFARE RECIPIENTS. THE EARLY CHILDHOOD EDUCATION PROGRAM HAD THE FOLLOWING OUTCOMES IN 2014: 86% OF CHILDREN WERE ASSESSED AS READY FOR KINDERGARTEN, 100% OF OUR SCHOOLS ARE STEP UP TO QUALITY RATED, AND 100% OF LEAD TEACHERS ARE DEGREED IN THE EARLY CHILDHOOD EDUCATION FIELD. A TOTAL OF 491 CLIENTS WERE SERVED DURING THE YEAR. 505354 192436 RESIDENCE SERVICES: THE ANNA LOUISE INN PROVIDES SAFE AND AFFORDABLE HOUSING FOR WOMEN, MANY IN CRITICAL NEED OR OTHERWISE UNABLE TO OBTAIN TRADITIONAL LOW-INCOME HOUSING. DURING 2014, THE INN HOUSED 183 WOMEN OVER THE COURSE OF THE YEAR. 89% OF WOMEN WERE LIVING ON INCOMES BELOW THE 2014 FEDERAL POVERTY LINE OF $11,670. 286117 7105 WOMEN'S SUPPORTIVE SERVICES: NATIONALLY RECOGNIZED, MODEL PROGRAM THAT COORDINATES SUPPORT SERVICES FOR PROSTITUTED WOMEN, INCLUDING HOUSING, EMPLOYMENT, SUBSTANCE ABUSE TREATMENT, RECOVERY FROM TRAUMA AND MENTAL HEALTH ISSUES. OF THE WOMEN WHO STAYED IN THE PROGRAM 30 DAYS OR LONGER IN 2014: 85% REPORTED NO SUBSTANCE USE, 90% REPORTED NO PROSTITUTION INVOLVEMENT, AND 62% OBTAINED STABLE HOUSING. 75 WOMEN SOUGHT SERVICES DURING THE YEAR. 4769619 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 0 1 5 0 1 95 1 0 0 0 0 0 1 1 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X STEPHEN MACCONNELL 5137686907 300 LYTLE STREET CINCINNATI OH 452024219 CHARLEY MILTON CHAIR 1.00 X X 0 0 0 SR ROSE ANN FLEMING TRUSTEE 1.00 X 0 0 0 BRIAN L MCDONALD TREASURER 1.00 X X 0 0 0 RYAN L BROWN TRUSTEE 1.00 X 0 0 0 MARY PARTEE TRUSTEE 1.00 X 0 0 0 KATHY RAMBO TRUSTEE 1.00 X 0 0 0 KATHY HAINES SECRETARY 1.00 X X 0 0 0 JENNIFER L YOUNG TRUSTEE 1.00 X 0 0 0 GEORGE MENYHERT TRUSTEE 1.00 X 0 0 0 CHRISTINE CHO TRUSTEE 1.00 X 0 0 0 CHARLES A DANIELS TRUSTEE 1.00 X 0 0 0 BARBARA J HOWARD TRUSTEE 1.00 X 0 0 0 GEORGE WHARTON PHD TRUSTEE 1.00 X 0 0 0 AFTAB PUREVAL TRUSTEE 1.00 X 0 0 0 STEVE TOSH TRUSTEE 1.00 X 0 0 0 CRYSTAL BOSSARD TRUSTEE 1.00 X 0 0 0 DOUGLAS D ROBERTS VICE CHAIR 1.00 X X 0 0 0 MYRON L HUGHES TRUSTEE 1.00 X 0 0 0 CHERYL LADD TRUSTEE 1.00 X 0 0 0 WENDY NIEHAUS TRUSTEE 1.00 X 0 0 0 STEPHEN TAYLOR TRUSTEE 1.00 X 0 0 0 CHAD NIETER DIRECTOR OF FINANCE 40.00 X 94836 0 15686 MARY CAROL MELTON EXECUTIVE VP 40.00 X 112550 0 13868 STEPHEN MACCONNELL PRESIDENT/CEO 40.00 X 141892 0 13950 349278 0 43504 2 0 1 0 PETERMANN TRANSPORTATION 5284 WINTON RD FAIRFIELD OH 45014 TRANSPORTATION FOR HEAD START 1/2 DAY CH 405044 WOODS JANITORIAL PO BOX 24411 CINCINNATI OH 45224 JANITORIAL & MAINTENANCE 145290 EXCEL STAFFING SERVICES OF OH 6543 G COMMERCE PARKWAY DUBLIN OH 43017 TEMPORARY PERSONNEL PROVIDER 133319 ELLENBEE LEGGETT PO BOX 8025 FAIRFIELD OH 45014 ECE FOOD VENDOR 128351 FULL SERVICE NETWORKING 9987 CARVER RD SUITE 130 CINCINNATI OH 45242 IT PROVIDERS 125053 5 147000 2870 4150114 705099 202605 5005083 PROGRAM FEES 900099 233624 233624 233624 68549 68549 945646 898395 47251 47251 47251 49106 2870 10714 38392 38392 MISCELLANEOUS 900099 39930 39930 39930 5432829 233624 0 194122 349278 349278 2250761 2064435 80094 106232 439071 372327 57594 9150 252143 201005 39401 11737 1420 1420 18548 18548 396444 329021 64331 3092 438715 435103 3270 342 89486 71019 17090 1377 407733 407733 28140 24629 3417 94 35464 18828 16234 402 42001 42001 114314 83513 30801 54126 36687 16433 1006 TRANSPORTATION 405714 405714 CONTRACT LABOR 111345 109300 2045 GRANTS TO SUBRECIPIENTS 103430 103430 EQUIPMENT 101404 85274 16013 117 79598 20181 56214 3203 5719135 4769619 812764 136752 X 23808 19793 149029 265464 546332 433663 48475 50947 2203933 1644039 391746 559894 3176311 3204181 1000000 1000000 5335701 5533942 400287 399367 643702 401217 829000 1529000 2760 2510 1875749 2332094 X 1441801 2507126 463595 635522 1554556 59200 3459952 3201848 5335701 5533942 -286306 27870 332 0 X X 0 1 X 1 1 1 X 5397868 5316136 5287698 4863210 5005083 25869995 5397868 5316136 5287698 4863210 5005083 25869995 25869995 59679 62233 78950 75865 68549 345276 96879 140829 71031 88020 68680 465439 26680710 1701155 0.96960 0.97020 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1968374 -1495356 28785 501803 1899181 69193 1968374 1880598 27462 31552 40431 1899181 1905539 -5656 -19285 1880598 1877402 44348 -16211 1905539 0.39180 0.49020 0.11800 0 0 559749 307287 252462 1329526 1162957 166569 314658 173795 140863 559894 LYTLE STREET PROPERTY 1000000 1000000 SECURITY DEPOSITS 2510 2510 X 5547451 27870 86752 114622 5432829 0 5432829 5805887 86752 86752 5719135 0 5719135 PART V, LINE 4: ENDOWMENT FUNDS ARE ESTABLISHED TO PROVIDE INCOME TO OPERATIONS AND FOR OTHER PURPOSES. PART X, LINE 2: THE FINANCIAL ACCOUNTING STANDARDS BOARD ("FASB") HAS ISSUED GUIDANCE WHICH CLARIFIES GENERALLY ACCEPTED ACCOUNTING PRINCIPLES FOR RECOGNITION, MEASUREMENT, PRESENTATION AND DISCLOSURE RELATING TO UNCERTAIN TAX POSITIONS. THIS GUIDANCE CLARIFIES THE ACCOUNTING AND RECOGNITION FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN CUB'S INCOME TAX RETURNS. CUB'S INCOME TAX FILINGS ARE SUBJECT TO AUDIT BY VARIOUS TAXING AUTHORITIES. THE YEARS OF FILINGS OPEN TO THESE AUTHORITIES AND AVAILABLE FOR AUDIT ARE 2011, 2012 AND 2013. CUB'S POLICY WITH REGARDS TO INTEREST AND PENALTIES IS TO RECOGNIZE INTEREST THROUGH INTEREST EXPENSE AND PENALTIES THROUGH OTHER EXPENSE. IN EVALUATING CUB'S TAX PROVISION AND TAX EXEMPT STATUS, INTERPRETATIONS AND TAX PLANNING STRATEGIES WERE CONSIDERED. CUB BELIEVES THEIR ESTIMATES ARE APPROPRIATE BASED ON THE CURRENT FACTS AND CIRCUMSTANCES. PART V, LINE 1B DURING 2014, THE ORGANIZATION ENGAGED AN ATTORNEY TO PROVIDE A LEGAL OPINION REGARDING ITS PRIOR CLASSIFICATION OF PERMANENTLY RESTRICTED NET ASSETS IN REGARDS TO DONOR INTENT. THROUGH REVIEW OF ORIGINAL DONOR CORRESPONDENCE, THE ATTORNEY WAS ABLE TO MAKE A DETERMINATION THAT $1,495,356 OF UNRESTRICTED NET ASSETS HAD BEEN REPORTED AS PERMANENTLY RESTRICTED NET ASSETS. AS A RESULT, THE ORGANIZATION HAS RESTATED ITS NET ASSETS BY REDUCING PERMANENTLY RESTRICTED NET ASSETS, AND INCREASING UNRESTRICTED NET ASSETS, BY $1,495,356. VOICES FROM THE HEART 36745 36745 2766 STYLE & STEPS 15231 2870 12361 945 150 5372 300 1181 51976 2870 49106 945 150 5372 300 3947 10714 38392 X X X 0 0 0 0 0 0 0 0 0 STEPHEN MACCONNELL PRESIDENT/CEO 141892 0 0 0 0 0 1390 0 12560 0 155842 0 0 0 X 1 97000 RETAIL VALUE X SUPPLIES 5 105605 RETAIL VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 REVIEWED BY THE EXECUTIVE STAFF AND THE FINANCE AND AUDIT COMMITTEE OF THE BOARD FORM 990, PART VI, SECTION B, LINE 12C THE PRESIDENT/CEO AND THE BOARD CHAIR MONITOR OPERATIONS AND TRANSACTIONS FOR POTENTIAL CONFLICTS OF INTEREST THROUGH DIRECT CONVERSATIONS AND EXECUTIVE COMMITTEE INQUIRIES. THE POLICY COVERS ALL DIRECTORS, OFFICERS, AND EXECUTIVE LEADERSHIP TEAM MEMBERS. IF CONFLICT ARISES, THE BOARD WILL INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION, AND DETERMINE IF FURTHER ACTION IS REQUIRED. FORM 990, PART VI, SECTION B, LINE 15A THE SALARY ADMINISTRATION COMMITTEE IS CONVENED ANNUALLY BY THE BOARD CHAIR. THE COMMITTEE REVIEWS THE PERFORMANCE OF THE CEO AND RECOMMENDS COMPENSATION BASED ON THE COMMENSURATE SALARY DATA, WHICH IS DOCUMENTED IN THE BOARD MINUTES. OTHER OFFICERS AND KEY EMPLOYEES ARE REVIEWED BY THE CEO USING SALARY DATA FROM COMPARABLE POSITIONS. FORM 990, PART VI, SECTION C, LINE 19 THESE DOCUMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PARTI XII, LINE 2C: THE FINANCE AND AUDIT COMMITTEES PROVIDE OVERSIGHT OF THE AUDIT PROCESS. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. ANNA LOUISE INN GP LLC 300 LYTLE STREET CINCINNATI OH 45202 310536655 RENTAL REAL ESTATE OH 0 0 CINCINNATI UNION BETHEL ANNA LOUISE INN LIMITED PARTNERSHIP 300 LYTLE STREET CINCINNATI OH 45202 273832872 RENTAL REAL ESTATE OH CINCINNATI UNION BETHEL RELATED 0 1 0.00010 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0