2023-11-14T09:13:39-06:00 2022-12-31 310800053 CLARK SCHAEFER HACKETT & CO 1 EAST 4TH STREET CINCINNATI OH 45202 990 2022-01-01 310537141 SANTA MARIA COMMUNITY SERVICES INC SANT 5135572730 617 STEINER AVE CINCINNATI OH 45204 HA MUSSER JR PRESIDENT & CEO 5135572730 2023-11-14 1 HA MUSSER JR 999009999 0 BRIDGET A BUSH P00234609 5132413111 2023-11-14 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z HA MUSSER JR 617 STEINER AVE CINCINNATI OH 45204 7688561 0 X WWW.SANTAMARIA-CINCY.ORG X 1897 OH SANTA MARIA IS A CATALYST AND ADVOCATE FOR GREATER PRICE HILL FAMILIES TO ATTAIN THEIR EDUCATION, FINANCIAL, AND HEALTH GOALS. 21 21 94 300 912 0 5378613 7585731 125999 60095 111337 3485 2088 10857 5618037 7660168 268981 257674 0 0 3038197 3070419 0 0 523492 1054334 1223360 4361512 4551453 1256525 3108715 6145724 9224608 265747 268534 5879977 8956074 X SANTA MARIA IS A CATALYST AND ADVOCATE FOR GREATER PRICE HILL FAMILIES TO ATTAIN THEIR EDUCATION, FINANCIAL, AND HEALTH GOALS. 0 0 1503290 217720 48595 SANTA MARIA'S EARLY CHILDHOOD PROGRAMMING INCLUDES: EVERY CHILD SUCCEEDS (ECS), PROMOTING OUR PRESCHOOLERS (POP) AND STABLE FAMILIES. ECS AND POP PROVIDE INTENSIVE HOME VISITATION SERVICES FOLLOWING EVIDENCE-BASED CURRICULUM (GROWING GREAT KIDS AND READY ROSIE). STABLE FAMILIES FOLLOWS A NATIONAL BEST PRACTICE MODEL THROUGH THE SIEMER FOUNDATION AND OFFERS DIRECT SUPPORT TO FAMILIES WITH SCHOOL-AGE CHILDREN (INCLUDING PRESCHOOL) TO HELP STABILIZE THEIR HOUSING TO PREVENT AVOIDABLE MOVES AND THE CHILDREN'S SCHOOLING BEING DISRUPTED. ALL 3 PROGRAMS PROVIDE SUPPORT, COACHING, STANDARDIZED SCREENINGS, ADVOCACY, AND EDUCATION TO PARENTS AND CAREGIVERS AND THEIR CHILDREN AGES 0-5. ECS AND POP ALSO FOCUS ON CHILDREN'S DEVELOPMENT PROVIDING ACTIVITIES AND MATERIALS TO PROMOTE THIS. THEY ARE ABLE TO MAKE REFERRALS FOR INTERVENTION FOR THOSE CHILDREN THAT ARE NOT ON TARGET. APPROXIMATELY 1150 FAMILIES ARE SERVED ANNUALLY IN ALL 3 PROGRAMS. 750 INDIVIDUALS BENEFITTED FROM ECS AND POP AND 429 FROM STABLE FAMILIES 151 OF WHOM ARE ADULTS AND 275 ARE CHILDREN. SOME OF THESE ARE DUPLICATED DUE TO CROSS OVER BETWEEN THE PROGRAMS. 868371 26689 THE WORKFORCE DEVELOPMENT PROGRAM FOCUSES ON LONG TERM STRATEGIES FOR FINANCIAL STABILITY BY OFFERING HIGH SCHOOL EQUIVALENCY (HSE) PREPARATION CLASSES IN BOTH ENGLISH & SPANISH, ENGLISH AS SECOND LANGUAGE CLASSES, EMPLOYMENT COACHING, BENEFITS COUNSELING, HOUSING SUPPORTS AND FINANCIAL COACHING AT NOT COST TO CLIENTS. LONGER TERM OUTCOMES INCLUDE EMPLOYMENT RETENTION, IMPROVED CREDIT RATINGS, INCREASED NET INCOME AND INCREASED NET WORTH. WHEN APPROPRIATE, FAMILIES ARE ENCOURAGED TO ENROLL FOR PUBLIC BENEFITS AND AREA RESOURCES IN ORDER TO FREE UP CASH IN THE FAMILY BUDGET TO PAY DOWN DEBT, BUILD ASSETS AND EVENTUALLY WORK THEMSELVES OFF OF PUBLIC BENEFITS THROUGH ONE-ON-ONE COACHING. A FINANCIAL COACH ASSISTS CLIENTS IN COMPLETING A FINANCIAL ASSESSMENT AND IDENTIFYING OPPORTUNITIES TO SAVE MONEY ON THINGS LIKE CHECK CASHING FEES, TAX PREPARATION COSTS, FINANCE CHARGES AND OTHER HIDDEN COSTS WHILE BUILDING SAVINGS THROUGH MATCHED SAVINGS ACCOUNTS. WORKFORCE DEVELOPMENT OFFERS HSE PREPARATION TO ADULTS AND OUT OF SCHOOL YOUTH WHILE THE JOB READINESS PROGRAM SUPPORTS ALL CLIENTS AS THEY EXPLORE CAREER OPTIONS AND ASSISTS THEM TO DEVELOP PLANS TO REACH CAREER GOALS. DURING 2022, 368 INDIVIDUALS RECEIVED WORKFORCE DEVELOPMENT SERVICES. 578893 13265 SANTA MARIA'S WELLNESS & IMMIGRANT SERVICES HAD TWO BASIC COMPONENTS AT THE BEGINNING OF THE YEAR BUT HAS SHIFTED TO FOCUSING ON MITIGATING SOCIAL DETERMINANTS OF HEALTH AS NEEDS IN THE COMMUNITY HAVE CHANGED. THE WELLNESS COMPONENT ENSURES THAT THE UNDERSERVED INCREASE THEIR USE OF COMMUNITY RESOURCES. THIS WORK IS ACCOMPLISHED THROUGH COMMUNITY IN KIND SERVICES WITH AGENCY PARTNERS, COOKING CLASSES, HEALTH WORKSHOPS, AND COMMUNITY HEALTH FAIRS. ADDITIONALLY, THE PROGRAM PARTNERS WITH LOCAL ORGANIZATIONS TO PROVIDE EMERGENCY PRESCRIPTION ASSISTANCE, FREE EYE EXAMS/GLASSES, HEARING EXAMS, AIDS TESTING & EDUCATION, HEALTH INSURANCE ENROLLMENT, AND FREE MENTAL HEALTH COUNSELING. OF PARTICULAR NOTE, THIS PROGRAM PROVIDES CULTURALLY AND LINGUISTICALLY APPROPRIATE NAVIGATION SERVICES TO THE HISPANIC/LATINO AND AFRICAN COMMUNITIES. THE IMMIGRANT OUTREACH COMPONENT PROVIDES GROUP PROGRAMMING AND RESOURCES FOR THE IMMIGRANT COMMUNITIES OF THE GREATER CINCINNATI AREA. SERVICES ARE OFFERED FREE OF CHARGE AT A VARIETY OF COMMUNITY LOCATIONS AS WELL AS VIRTUALLY. WELLNESS & IMMIGRANT OUTREACH SERVED 700 ADULTS AND CHILDREN IN 2022. 288612 0 11500 PROJECT ADVANCE AMERICORPS PROGRAM OPERATES ON A SCHOOL YEAR CALENDAR. DURING 2022 A TOTAL OF 6 FULL TIME AND 3 HALF TIME MEMBERS WHO SERVED IN VARIOUS COMMUNITY SETTINGS. MEMBERS SERVED AS TUTORS AND COACHES AT OUR 4 PARTNER SITES TO HELP LOW INCOME YOUTH AND ADULTS FIND AND ENGAGE RESOURCES TO GET MUCH NEEDED ASSISTANCE WITH THEIR EDUCATION, HEALTH, HOUSING AND EMPLOYMENT. THE YOUTH DEVELOPMENT PROGRAM WORKS INTENSIVELY FOR A FULL SCHOOL YEAR WITH SIXTH, SEVENTH AND EIGHTH GRADE STUDENTS AND THEIR FAMILIES ENROLLED IN OYLER SCHOOLS IN LOWER PRICE HILL, PROVIDING ADVOCACY AND GROUP WORK USING AN EVIDENCE BASED MODEL. SANTA MARIA'S PROGRAM OFFERS A COMBINATION OF STRUCTURED GROUP FACILITATION AND CONSISTENT FAMILY ADVOCACY, HELPING YOUTH WITH DEVELOPMENT OF SOCIAL AND EMOTIONAL COMPETENCIES THAT ARE PREDICTIVE OF ACADEMIC AND NON-ACADEMIC SUCCESS. THE PROGRAM ALSO WORKS TO PREVENT VIOLENCE IN LOWER PRICE HILL, PARTNERING WITH THE LOWER PRICE HILL VIOLENCE PREVENTION COLLABORATIVE THAT UTILIZES A VARIETY OF BEST-PRACTICE STRATEGIES TO GIVE YOUTH PROTECTIVE FACTORS WHILE REDUCING RISK FACTORS. THE JOE WILLIAMS FAMILY CENTER LOCATED IN THE FORMER SITE OF THE ESPY BOYS & GIRLS CLUB REGULARLY OFFERS AND SUPPORT DOZENS OF YOUTH FOR A DIVERSE ARRAY OF ACTIVITIES BOTH AFTER SCHOOL & DURING THE SUMMER, INCLUDING A SPORTS LEAGUE, BASKETBALL, ART OPPORTUNITIES, MUSIC, DANCE, HEALTHY COOKING AND MUCH MORE. DURING 2022 THIS PROGRAM SERVED 311 INDIVIDUALS WHICH INCLUDED 193 YOUTH. 288612 0 11500 3239166 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 1 55 0 1 94 1 1 1 0 0 0 0 1 1 0 0 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 1 0 X X SHARI PATRICK 5135572730 617 STEINER AVE CINCINNATI OH 45204 PAUL FRIEDMANN PAST CHAIR 1.50 X 0 0 0 GUILLERMO VILLA CHAIR 1.50 X X 0 0 0 BARBARA KRUETZKAMP DIRECTOR 1.50 X 0 0 0 SANDRA K HOWE DIRECTOR 1.50 X 0 0 0 NATALIE MOORE DIRECTOR 1.50 X 0 0 0 LEAH BLUEMEL TREASURER 1.50 X X 0 0 0 MICHAEL GENTRY DIRECTOR 1.50 X 0 0 0 JORGE SEDA DIRECTOR 1.50 X 0 0 0 GERI HERNANDEZ DIRECTOR 1.50 X 0 0 0 MAUREEN MAXFIELD DIRECTOR 1.50 X 0 0 0 TED MITCHEL DIRECTOR 1.50 X 0 0 0 CHRISTOPHER OWENS VICE CHAIR 1.50 X X 0 0 0 CHRISTOPHER ZIMMERMAN DIRECTOR 1.50 X 0 0 0 CHRISTOPHER HART DIRECTOR 1.50 X 0 0 0 STEVEN ACOSTA SECRETARY 1.50 X X 0 0 0 LORENA CRUZ DIRECTOR 1.50 X 0 0 0 ROBERT FOHL DIRECTOR 1.50 X 0 0 0 CHRIS LAHNI DIRECTOR 1.50 X 0 0 0 THOMAS MACDONALD DIRECTOR 1.50 X 0 0 0 DAVID SPARKS DIRECTOR 1.50 X 0 0 0 MAX WILLIAMS DIRECTOR 1.50 X 0 0 0 HA MUSSER JR PRESIDENT & CEO 40.00 X 128278 0 21840 NUNE SARGSYAN CHIEF DEVELOPMENT OFFICER 40.00 X 67843 0 10352 SHARI PATRICK CFO 40.00 X 89981 0 20008 JULIE MCGREGOR CHIEF PROGRAM OFFICER 40.00 X 83687 0 18423 369789 0 70623 1 0 1 0 0 887650 83189 2185870 4429022 76947 7585731 SERVICE FEES 624100 60095 60095 60095 3485 3485 14050 10962 3088 3088 2176 912 15301 83189 17431 -2130 -2130 MISCELLANEOUS INCOME 900099 9899 9899 9899 7660168 62271 912 11254 X 257674 257674 440416 80249 194939 165228 2092903 1789774 196270 106859 48666 61627 -6947 -6014 289848 260505 28193 1150 198586 151564 27809 19213 40889 32764 4675 3450 21000 21000 3888 3888 484943 99044 191396 194503 211067 184780 15674 10613 23411 23411 244979 179922 50052 15005 20466 18019 2183 264 15923 3555 11727 641 59140 40629 14787 3724 31191 25033 3975 2183 MISCELLANEOUS 18969 3 18808 158 DUES AND AWARDS 16467 10803 4105 1559 STAFF TRAINING 15707 10750 3071 1886 PRINTING & PUBLICATIONS 15320 11471 779 3070 4551453 3239166 788795 523492 394927 469072 2784156 5375357 1619135 2054530 42453 0 22200 66288 1469148 720290 735844 748858 547009 510503 6145724 9224608 183465 201793 82282 66741 265747 268534 X 3403719 3548912 2476258 5407162 5879977 8956074 6145724 9224608 3108715 -32618 0 X X 0 1 X 1 1 1 X 3951133 4330321 5023465 5387861 7588190 26280970 3951133 4330321 5023465 5387861 7588190 26280970 468180 25812790 29496 36682 17330 9137 13385 106030 2243 5666 231 912 9052 17583 125 167990 1460 7769 194927 26590979 754071 0.97070 0.98660 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2018 AMOUNT: $ 125. 2019 AMOUNT: $ 125. 2021 AMOUNT: $ 810. 2022 AMOUNT: $ 7,769. NET INCOME FROM SPECIAL EVENTS - 2018 AMOUNT: $ 17,458. 2021 AMOUNT: $ 650. OHIO BWC REFUND - 2020 AMOUNT: $ 167,990. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 1 21000 21000 0 547009 0 -36506 510503 465338 81671 547009 440683 24655 465338 389258 425 56370 5370 440683 376770 31164 -14897 3779 389258 0.98600 0.01400 1 0 50000 50000 1174456 556011 618445 187026 118464 68562 57666 45815 11851 748858 7654513 -32618 2459 -30159 7684672 3888 -28393 -24505 7660167 4578416 2459 28393 30852 4547564 3888 3888 4551452 PART V, LINE 4: THE ENDOWMENT FUND IS INTENDED TO BE A RAINY DAY FUND FOR THE AGENCY. THE MONEY FROM THE ENDOWMENT FUND WOULD ONLY BE SPENT IN THE EVENT OF AN EMERGENCY. PART XI, LINE 2D - OTHER ADJUSTMENTS: IN-KIND INTEREST EXPENSE PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT SPECIAL EVENT EXPENSES -17,431. DIRECT RENTAL EXPENSES -10,962. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES (REPORTED ON PART VIII) 10,962. FUNDRAISING EXPENSES EXPENSES (REPORTED ON PART VIII) 17,431. THE SHARING TABLE 48105 39738 8367 225 1329 722 150 1502 1137 125TH ANNIVERSARY PARTY 50385 43451 6934 500 1200 1500 575 729 7862 98490 83189 15301 725 2529 2222 725 2231 8999 17431 -2130 1 RENT & UTILITY 485 94646 FMV RENT & UTILITY GENERAL SUPPORT (HYGIENIC ITEMS, CLOTHES, HOUSEHOLD NEEDS) 1048 151502 FMV GENERAL SUPPORT (HYGIENIC ITEMS, CLOTHES, HOUSEHOLD NEEDS) CLIENT BACKGROUND CHECKS, IDENTIFICATION, & BIRTH CERTIFICATES 29 1456 FMV CLIENT BACKGROUND CHECKS, IDENTIFICATION, & BIRTH CERTIFICATES GED AND EDUCATIONAL FEES 9 4358 FMV GED AND EDUCATIONAL FEES TRANSPORTATION ASSISTANCE 100 5712 FMV BUS TOKENS PART I, LINE 2: THE ORGANIZATION MONITORS THE USE OF FUNDS BY DIRECTLY PAYING COMPANIES WHICH ARE OWED MONEY. SPECIFIC DOCUMENTATION OR INVOICES ARE REQUIRED IN ORDER FOR THE PAYMENT TO BE RELEASED. FUNDS ARE NOT GIVEN DIRECTLY TO THOSE INDIVIDUALS RECEIVING ASSISTANCE. X X 0 0 0 0 0 0 0 0 0 HA MUSSER JR PRESIDENT & CEO 128278 0 0 0 0 0 5604 0 16236 0 150118 0 0 0 X 4 73797 STOCK EXCHANGE VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B ONCE THE DRAFT OF THE FORM 990 IS COMPLETED, THE DOCUMENT IS SHARED WITH ALL OFFICERS AND DIRECTORS FOR THEIR REVIEW AND COMMENT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS' GOVERNANCE COMMITTEE, WHICH MEETS EIGHT TIMES PER YEAR, MONITORS THE BOARD'S COMPLIANCE WITH THIS AND ALL BOARD GOVERNANCE PROCESS POLICIES. IN ADDITION, ANY TIME AN ISSUE ARISES IN A BOARD MEETING WHERE THERE IS A POTENTIAL CONFLICT OF INTEREST, BOARD MEMBERS ARE MADE AWARE AND ASKED TO DISCLOSE ANY POTENTIAL CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS' GOVERNANCE COMMITTEE LEADS THE COMPENSATION DETERMINATION AND APPROVAL PROCESS FOR THE CEO THROUGH A WRITTEN PERFORMANCE REVIEW. CEO COMPENSATION IS BENCHMARKED TO AN INDEPENDENT SALARY SURVEY OF LOCAL NON-PROFIT HUMAN SERVICE ORGANIZATIONS. APPROVAL OF CEO COMPENSATION IS DONE BY THE FULL BOARD OF DIRECTORS. COMPENSATION DETERMINATION AND APPROVAL FOR ALL OTHER OFFICERS IS MANAGED BY THE CEO, WHO ALSO BENCHMARKS THEIR COMPENSATION TO AN INDEPENDENT SALARY SURVEY OF LOCAL NON-PROFIT HUMAN SERVICE ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 18 THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS, FORM 990, ARTICLES OF INCORPORATION, CODE OF REGULATIONS, AND CONFLICT OF INTEREST POLICIES AVAILABLE TO THE PUBLIC ON ITS OWN WEBSITE. ANY ADDITIONAL INFORMATION IS AVAILABLE UPON REQUEST. FORM 1023 OR 1024 IS NOT REQUIRED AS IT WAS FILED PRIOR TO JULY 15, 1987. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS, FORM 990, ARTICLES OF INCORPORATION, CODE OF REGULATIONS, AND CONFLICT OF INTEREST POLICIES AVAILABLE TO THE PUBLIC ON ITS OWN WEBSITE. ANY ADDITIONAL INFORMATION IS AVAILABLE UPON REQUEST. FORM 1023 OR 1024 IS NOT REQUIRED AS IT WAS FILED PRIOR TO JULY 15, 1987. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 81,405. MANAGEMENT AND GENERAL EXPENSES 189,249. FUNDRAISING EXPENSES 193,000. TOTAL EXPENSES 463,654. PAYROLL FEES: PROGRAM SERVICE EXPENSES 17,639. MANAGEMENT AND GENERAL EXPENSES 2,147. FUNDRAISING EXPENSES 1,503. TOTAL EXPENSES 21,289. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED SINCE THE PRIOR YEAR. SANTA MARIA PROPERTIES LLC 617 STEINER AVENUE CINCINNATI OH 45204 463234376 PROPERTIES RENTED FOR RELATED PURPOSES & FOR RENTAL INCOME OH 63370 271579 SANTA MARIA COMMUNITY SERVICES INC 1 1