2024-11-04T13:17:48-06:00 2023-12-31 310800053 CLARK SCHAEFER HACKETT & CO 1 EAST 4TH STREET CINCINNATI OH 45202 990 2023-01-01 310537141 SANTA MARIA COMMUNITY SERVICES INC SANT 5135572730 617 STEINER AVE CINCINNATI OH 45204 HA MUSSER JR PRESIDENT & CEO 5135572730 2024-10-21 1 0 ANNAMARIE B REILLY P00431897 5132413111 2024-10-14 2023 2024-10-15 13:58:12Z HA MUSSER JR 617 STEINER AVE CINCINNATI OH 45204 5913976 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. 24 24 72 271 544 0 7585731 5776476 60095 0 3485 104961 10857 16573 7660168 5898010 257674 224943 0 0 3070419 3281430 0 0 512742 1223360 1233367 4551453 4739740 3108715 1158270 9224608 10373850 268534 222643 8956074 10151207 X SANTA MARIA IS A CATALYST AND ADVOCATE FOR GREATER PRICE HILL FAMILIES TO ATTAIN THEIR EDUCATION, FINANCIAL, AND HEALTH GOALS. 0 1 1610224 130408 OUR EARLY CHILDHOOD PROGRAMMING INCLUDES: EVERY CHILD SUCCEEDS (ECS), AND PROMOTING OUR PRESCHOOLERS (POP). BOTH PROVIDE INTENSIVE HOME VISITATION SERVICES FOLLOWING EVIDENCE-BASED CURRICULUM (GROWING GREAT KIDS AND READY ROSIE). BOTH ALSO PROVIDE SUPPORT, COACHING, STANDARDIZED SCREENINGS, ADVOCACY, AND EDUCATION TO PARENTS AND CAREGIVERS AND THEIR CHILDREN AGES 0-5. THERE IS ALSO A FOCUS ON CHILDREN'S DEVELOPMENT PROVIDING ACTIVITIES AND MATERIALS TO PROMOTE THIS. THEY CAN MAKE REFERRALS FOR INTERVENTION FOR THOSE CHILDREN THAT ARE NOT ON TARGET. DURING 2023, 700 INDIVIDUALS BENEFITTED FROM THESE TWO PROGRAMS. 1195586 31246 OUR WORKFORCE DEVELOPMENT PROGRAM FOCUSES ON LONG TERM STRATEGIES FOR FINANCIAL STABILITY BY OFFERING HIGH SCHOOL EQUIVALENCY (HSE) PREPARATION CLASSES IN BOTH ENGLISH & SPANISH, EMPLOYMENT COACHING, BENEFITS COUNSELING, HOUSING SUPPORTS AND FINANCIAL COACHING AT NO 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 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 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 2023, INDIVIDUALS RECEIVED WORKFORCE DEVELOPMENT SERVICES. 622375 63289 OUR SUPPORTIVE SERVICES PROGRAMMING FOCUSES ON MITIGATING SOCIAL DETERMINANTS OF HEALTH. THE HEALTH AND 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 INCLUDING OUR ENGLISH AS A SECOND LANGUAGE CLASSES. SERVICES ARE OFFERED FREE OF CHARGE AT A VARIETY OF COMMUNITY LOCATIONS AS WELL AS VIRTUALLY. THE STABLE FAMILIES COMPONENT 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. DURING 2023, SUPPORTIVE SERVICES ASSISTED 1,771 ADULTS AND CHILDREN. 142057 3719 THE YOUTH DEVELOPMENT PROGRAM WORKS INTENSIVELY FOR A FULL SCHOOL YEAR WITH SIXTH, SEVENTH AND EIGHTH GRADE STUDENTS AND THEIR FAMILIES ENROLLED IN OYLER SCHOOL 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, LEADING 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 REGULARLY OFFERS DOZENS OF YOUTH A DIVERSE ARRAY OF ACTIVITIES BOTH AFTER SCHOOL AND DURING THE SUMMER INCLUDING A SPORTS LEAGUE, BASKETBALL, ART OPPORTUNITIES, MUSIC, DANCE, HEALTHY COOKING AND MUCH MORE. DURING 2023 THIS PROGRAM SERVED 285 INDIVIDUALS WHICH INCLUDED 200 YOUTH.PROJECT ADVANCE AMERICORPS PROGRAM WAS ENDED ON 9/30/23, WITH A TOTAL OF 5 MEMBERS WHO SERVED IN VARIOUS COMMUNITY SETTINGS. MEMBERS SERVED AS TUTORS AND COACHES AT OUR 2 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. 142057 3719 3570242 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 61 0 1 72 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 24 24 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 HA MUSSER JR PRESIDENT & CEO 40.00 X 142432 0 18672 SHARI PATRICK CFO 40.00 X 95179 0 21303 JULIE MCGREGOR CHIEF PROGRAM OFFICER 40.00 X 90525 0 17737 NUNE SARGSYAN CHIEF DEVELOPMENT OFFICER 40.00 X 85654 0 11980 GARY KOHLS 52023 DIRECTOR 1.50 X 0 0 0 INDIA L COLE DIRECTOR 1.50 X 0 0 0 RASHEDA CROMWELL DIRECTOR 1.50 X 0 0 0 LORENA GARCIA CRUZ DIRECTOR 1.50 X 0 0 0 MICHAEL GENTRY DIRECTOR 1.50 X 0 0 0 CHRISTOPHER HART DIRECTOR 1.50 X 0 0 0 SISAN CUERVO DIRECTOR 1.50 X 0 0 0 SANDRA K HOWE DIRECTOR 1.50 X 0 0 0 BARBARA KRUETZKAMP DIRECTOR 1.50 X 0 0 0 CHRIS LAHNI 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 REBECCA RESTREPO DIRECTOR 1.50 X 0 0 0 JORGE SEDA DIRECTOR 1.50 X 0 0 0 HAMMAD SHAHID SIDDIQI DIRECTOR 1.50 X 0 0 0 DAVID SPARKS DIRECTOR 1.50 X 0 0 0 MAXWELL WILLIAMS DIRECTOR 1.50 X 0 0 0 CHRISTOPHER ZIMMERMAN DIRECTOR 1.50 X 0 0 0 RICK SEAVER DIRECTOR 1.50 X 0 0 0 LEAH BLUEMEL DIRECTOR 1.50 X 0 0 0 KAITLYN CARRENDER SECRETARY 1.50 X X 0 0 0 GUILLERMO VILLA CHAIR 1.50 X X 0 0 0 ROBERT FOHL TREASURER 1.50 X X 0 0 0 CHRISTOPHER OWENS VICE CHAIR 1.50 X X 0 0 0 413790 0 69692 1 0 1 0 DNK ARCHITECTS 2616 CENTRAL PKWY CINCINNATI OH 45214 ARCHITECTURAL SERVICES 117850 1 500000 96015 2323533 2856928 11393 5776476 104961 104961 8700 4437 4263 4263 3719 544 19826 96015 11529 8297 8297 MISCELLANEOUS INCOME 900099 4013 4013 4013 5898010 3719 544 117271 224943 224943 483483 120672 207560 155251 2206197 1884292 196381 125524 59815 56134 3544 137 344523 294882 32178 17463 187412 146257 26655 14500 15387 9333 1718 4336 40686 24678 4544 11464 4000 4000 5148 5148 366370 220651 41362 104357 256647 207670 32419 16558 73097 44338 8163 20596 239584 180039 43262 16283 27671 25787 1326 558 24614 7694 15933 987 75569 53611 17276 4682 34749 27884 4317 2548 PRINTING & PUBLICATIONS 25823 13938 1929 9956 DUES AND AWARDS 20386 14631 3977 1778 MISCELLANEOUS 14998 1800 7434 5764 STAFF TRAINING 8638 7008 1630 4739740 3570242 656756 512742 469072 0 5375357 6416544 2054530 2472665 66288 67115 1632654 757346 748858 875308 510503 542218 9224608 10373850 201793 222643 66741 268534 222643 X 3548912 3277275 5407162 6873932 8956074 10151207 9224608 10373850 1158270 36863 0 X X 0 1 X 1 1 1 X 4330321 5023465 5387861 7588190 5776476 28106313 4330321 5023465 5387861 7588190 5776476 28106313 430141 27676172 36682 17330 9137 13385 113661 190195 5666 881 912 8297 15756 125 167990 810 7769 4013 180707 28492971 598079 0.97130 0.97070 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2019 AMOUNT: $ 125. 2021 AMOUNT: $ 810. 2022 AMOUNT: $ 7,769. 2023 AMOUNT: $ 4,013. OHIO BWC REFUND - 2020 AMOUNT: $ 167,990. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 4000 0 0 4000 0 PART II-B, LINE 1: SANTA MARIA COMMUNITY SERVICES, A CINCINNATI-BASED NONPROFIT ORGANIZATION SERVING THE PRICE HILL COMMUNITY, EXPANDED ITS ADVOCACY EFFORTS BY ENGAGING LOBBYISTS. THIS STRATEGIC MOVE AIMS TO ENHANCE THE ORGANIZATION'S ABILITY TO SECURE RESOURCES AND SUPPORT FOR ITS MISSION OF HELPING FAMILIES ATTAIN THEIR EDUCATIONAL, FINANCIAL, AND HEALTH GOALS. THE LOBBYISTS ADVISED ON THE PROJECT TO ACQUIRE PROPERTY AND CONSTRUCT A MUCH-NEEDED NEW, CONSOLIDATED FACILITY INCLUDING FACILITATING STRATEGIC INTRODUCTIONS TO KEY COMMUNITY LEADERS AND GOVERNMENT OFFICIALS. THIS NETWORKING EFFORT IS EXPECTED TO STRENGTHEN SANTA MARIA'S RELATIONSHIPS WITHIN THE GREATER CINCINNATI AREA AND POTENTIALLY LEAD TO NEW PARTNERSHIPS AND FUNDING OPPORTUNITIES. FINALLY, THE LOBBYISTS PLAYED A CRUCIAL ROLE IN POSITIONING SANTA MARIA'S PROJECT DURING STATE OF OHIO CAPITAL BUDGET MEETINGS, ENSURING THAT THE ORGANIZATION'S INITIATIVES RECEIVED PROPER CONSIDERATION FROM STATE-LEVEL DECISION-MAKERS AND RESULTING IN SANTA MARIA BEING AWARDED SIGNIFICANT STATE OF OHIO CAPITAL FUNDS. 510503 31715 542218 547009 -36506 510503 465338 81671 547009 440683 24655 465338 389258 425 56370 5370 440683 0.98710 0.01290 1 0 50000 50000 1140237 599363 540874 211902 211902 171780 112105 59675 58735 45878 12857 875308 5950642 36863 9660 46523 5904119 5148 -11257 -6109 5898010 4755509 9660 11257 20917 4734592 5148 5148 4739740 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 -6,820. DIRECT RENTAL EXPENSES -4,437. PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES (REPORTED ON PART VIII) 4,437. FUNDRAISING EXPENSES EXPENSES (REPORTED ON PART VIII) 6,820. PASSPORT TO SUCCESS 115841 96015 19826 4709 660 2557 100 3503 115841 96015 19826 4709 660 2557 100 3503 11529 8297 1 RENT & UTILITY 75 51456 FMV RENT & UTILITY GENERAL SUPPORT (HYGIENIC ITEMS, CLOTHES, HOUSEHOLD NEEDS) 2394 152978 FMV GENERAL SUPPORT (HYGIENIC ITEMS, CLOTHES, HOUSEHOLD NEEDS) CLIENT BACKGROUND CHECKS, IDENTIFICATION, & BIRTH CERTIFICATES 29 2070 FMV CLIENT BACKGROUND CHECKS, IDENTIFICATION, & BIRTH CERTIFICATES GED AND EDUCATIONAL FEES 4 3289 FMV GED AND EDUCATIONAL FEES TRANSPORTATION ASSISTANCE 186 15150 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 142432 0 0 0 0 0 6141 0 12531 0 161104 0 0 0 FORM 990, PART III, LINE 3 THE PROJECT ADVANCE AMERICORPS PROGRAM WAS ENDED ON 9/30/23. 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 SIX 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 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 55620 271588 SANTA MARIA COMMUNITY SERVICES INC 1 1