2025-07-09T07:49:35-05:00 2024-12-31 310796034 FLAGEL HUBER FLAGEL 3400 SOUTH DIXIE DRIVE DAYTON OH 45439 990 2024-01-01 310536645 CATHOLIC SOCIAL SERVICES OF THE MIAMI VALLEY CATH 9372237217 922 WEST RIVERVIEW AVE DAYTON OH 454026424 LAURA J ROESCH CHIEF EXECUTIVE OFFICER 9372237217 2025-07-08 1 1 CHRISTOPHER C MCCASKEY P00183788 9372993400 2024 2025-03-06 01:10:19Z LAURA J ROESCH 922 WEST RIVERVIEW AVE DAYTON OH 454026424 32786530 0 0928 X WWW.CSSMV.ORG X 1967 OH TO PROVIDE SOCIAL SERVICES TO THOSE IN NEED IN THE MIAMI VALLEY REGION. 18 18 86 327 0 0 22275166 30685653 298272 302978 11376 -379491 -14270 -13346 22570544 30595794 13909387 21500818 0 0 6834767 7246788 0 0 617831 2120484 2026900 22864638 30774506 -294094 -178712 15171158 15957661 3034987 3946239 12136171 12011422 X TO PROVIDE SOCIAL SERVICES TO THOSE IN NEED, FOCUSING ON NINE AREAS: BEHAVIORAL HEALTH, FAMILY STABILIZATION & SUCCESS, GUARDIANSHIP, HISPANIC OUTREACH, PREGNANCY & PARENTING, REFUGEE RESETTLEMENT, SERVICES FOR OLDER ADULTS, SUPERVISED VISITATION, AND MOBILITY MANAGEMENT. 0 1 21538306 18294379 163898 PASSPORT/COMCARE/CARE COORDINATION & ASSISTED LIVING: IN PARTNERSHIP WITH THE STATE OF OHIO, CATHOLIC SOCIAL SERVICES (CSS) OFFERS SERVICES TO HELP INCOME-ELIGIBLE ADULTS OVER AGE 60 IN SIX RURAL COUNTIES REMAIN SAFELY IN THEIR OWN HOMES AND/OR ACCESS ASSISTED LIVING RESOURCES. IN 2024, CSS STAFF ANSWERED MORE THAN 10,000 PHONE CALLS AND COMPLETED OVER 2,500 ASSESSMENTS. CSS CARE MANAGERS WORKED WITH AN AVERAGE OF 1,366 OLDER ADULTS EACH MONTH, CONTRACTING WITH OVER 100 PROVIDERS FOR DIRECT SERVICES. THE GOAL IS TO HELP CLIENTS AGE-IN-PLACE WITH AS MUCH INDEPENDENCE AND SELF-DETERMINATION AS POSSIBLE. 2732159 1163206 AS AN AFFILIATE OF CATHOLIC CHARITIES USA AND THE US CONFERENCE OF CATHOLIC BISHOPS, CSS IS THE OFFICIAL PORTAL FOR REFUGEE RESETTLEMENT SERVICES IN THE DAYTON AREA. NEWLY ARRIVED REFUGEES RECEIVE SUPPORTIVE SERVICES FROM CSS'S REFUGEE RESETTLEMENT PROGRAM FOR PLACEMENT IN INITIAL FURNISHED HOUSING, A CULTURAL ORIENTATION OVERVIEW, EMPLOYMENT ASSISTANCE AND LINKAGE TO COMMUNITY RESOURCES SUCH AS REFERRALS TO ESOL SERVICES AND MEDICAL SERVICES. IN 2024, CSS RESETTLED 462 INDIVIDUALS, PRIMARILY FROM THE DEMOCRATIC REPUBLIC OF CONGO. OVER 600 EMPLOYABLE REFUGEE ADULTS PARTICIPATED IN JOB TRAINING SERVICES IN 2024. 2271414 1903710 CSS'S CHOICE FOOD PANTRY (FAMILY STABILIZATION SERVICES) IN DAYTON IS OPEN FIVE DAYS A WEEK AND PROVIDES GROCERIES TO LAST AN ELIGIBLE HOUSEHOLD FOR APPROXIMATELY FIVE DAYS. FULL SERVICE IS AVAILABLE ONCE A MONTH, BUT FRESH FRUIT, VEGETABLES AND OTHER SELECTED PERISHABLES MAY BE ACCESSED DAILY. IN 2024, THE PANTRY SERVED 8,872 UNDUPLICATED HOUSEHOLDS/FAMILIES, COMPRISING 18,965 UNDUPLICATED INDIVIDUALS. 2562218 139523 139080 ADDITIONAL SERVICES: FAMILY SUCCESS SERVICES (INCLUDING CASE MANAGEMENT, EMERGENCY UTILITY ASSISTANCE, AND NEXT STEPS SUPPORTS FOR ADULTS WORKING TOWARD A DEGREE OR CERTIFICATE AT SINCLAIR COLLEGE), BEHAVIORAL & MENTAL HEALTH SERVICES (INCLUDIING PROFESSIONAL COUNSELING AND ECHO SCHOOL PROGRAM), PREGNANCY & PARENTING SUPPORT, SUPERVISED VISITATION & EXCHANGE, ADULT GUARDIANSHIP SERVICES, HISPANIC OUTREACH, AND MOBILITY MANAGEMENT, 2562218 139523 139080 29104097 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 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 0 0 0 0 0 1 X 93 0 86 1 0 0 0 0 0 1 1 0 0 0 0 X 18 18 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X X LAURA J ROESCH CEO 9372237217 922 WEST RIVERVIEW AVE DAYTON OH 454026424 JODY ARMSTRONG CHAIR 1.00 X X 0 0 0 BETH ESPOSITO DIRECTOR 1.00 X 0 0 0 MARTHA-JEANNETTE RODRIGUEZ DIRECTOR 1.00 X 0 0 0 CLIFF BISHOP DIRECTOR 1.00 X 0 0 0 ALLAN CRASTO DIRECTOR 1.00 X 0 0 0 MIA KERIVAN-O'MALLEY DIRECTOR 1.00 X 0 0 0 SR LINDA PLEIMAN TREASURER 1.00 X X 0 0 0 STEPHEN HALL SECRETARY 1.00 X X 0 0 0 BRAD ROEDIGER DIRECTOR 1.00 X 0 0 0 TIM PEPPER DIRECTOR 1.00 X 0 0 0 KAREN WENDELN DIRECTOR 1.00 X 0 0 0 RACHEL PRINDLE DIRECTOR 1.00 X 0 0 0 NORM SHEARER DIRECTOR 1.00 X 0 0 0 DENNIS PERCY DIRECTOR 1.00 X 0 0 0 ELI SPERRY DIRECTOR 1.00 X 0 0 0 BRIAN ANDERSON DIRECTOR 1.00 X 0 0 0 AMY RIEGEL VICE CHAIR 1.00 X X 0 0 0 FR LEN WENKE DIRECTOR 1.00 X 0 0 0 LAURA ROESCH CHIEF EXECUTIVE OFFICER 37.50 X 178045 0 14767 CARRIE CRAIG DIRECTOR OF FINANCE & ADMI 37.50 X 75425 0 8526 RONALD HOFFMAN DIRECTOR OF FINANCE & ADMI 37.50 X 75651 0 10336 329121 0 33629 1 0 1 0 0 144903 286516 396848 26529052 3328334 1844467 30685653 PROGRAM SERVICE FEES 624100 302978 302978 302978 56673 56673 1634875 1578880 492159 55995 -492159 -436164 -436164 98910 286516 119697 -20787 -20787 TRAINING WORKSHOPS 624100 7032 7032 MISCELLANEOUS 624100 409 409 7441 30595794 310419 0 -400278 21500818 21500818 329121 329121 5498575 4861353 272397 364825 57006 40796 10485 5725 1018025 843533 108313 66179 344061 274282 43381 26398 9919 2851 7068 40832 20584 20248 473167 404017 58263 10887 6037 635 862 4540 306357 160380 59248 86729 441509 379687 46034 15788 249919 217354 12973 19592 7489 7489 197582 161445 26012 10125 13676 9891 3785 EQUIPMENT 95004 85398 9606 LICENSES 76182 75268 914 MISCELLANEOUS 41112 32608 4386 4118 BANK FEES 30022 3812 26210 38093 29385 5783 2925 30774506 29104097 1052578 617831 2122677 4139497 3280147 1670234 544594 871173 64240 69268 9902561 2100356 6130574 7802205 2828401 1050871 200525 354413 15171158 15957661 1530172 2445730 44081 302827 240730 139932 1220004 1057750 3034987 3946239 X 8329923 10149973 3806248 1861449 12136171 12011422 15171158 15957661 X -178712 40195 13768 X X 0 1 X 1 1 1 X 22520738 26389858 25147534 22275166 30685653 127018949 22520738 26389858 25147534 22275166 30685653 127018949 127018949 16572 33557 83684 129973 56673 320459 127339408 1443297 0.99750 0.99660 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 742115 742115 8270484 1740465 6530019 119160 119160 0 674758 240731 434027 96044 96044 7802205 UNDERFUNDED PENSION OBLIGATION 702799 SHORT TERM LEASE LIBILITY 80431 LONG TERM LEASE LIABILITY 274520 1057750 X 30635989 40195 40195 30595794 0 30595794 30788274 13768 13768 30774506 0 30774506 PART X, LINE 2: THE ORGANIZATION DETERMINES THE RECOGNITION OF UNCERTAIN TAX POSITIONS, IF APPLICABLE, THAT MAY SUBJECT THE ORGANIZATION TO UNRELATED BUSINESS INCOME TAX NECESSARY BY APPLYING A MORE-LIKELY-THAN-NOT RECOGNITION THRESHOLD AND DETERMINES THE MEASUREMENT OF UNCERTAIN TAX POSITIONS CONSIDERING THE AMOUNTS AND PROBABILITIES OF THE OUTCOMES THAT COULD BE REALIZED UPON ULTIMATE SETTLEMENT WITH TAX AUTHORITIES. THE ORGANIZATION DOES NOT HAVE ANY MATERIAL UNCERTAIN TAX POSITIONS, INCLUDING ANY POSITIONS THAT WOULD PLACE THE ORGANIZATION'S EXEMPT STATUS IN JEOPARDY AT DECEMBER 31, 2024. THE ORGANIZATION BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR TAX YEARS PRIOR TO 2021. JAZZ PARTY 269987 212387 57600 13074 40086 2000 14827 PAT RUPP GOLF EVENT 38652 15652 23000 5520 8960 3442 2 76787 58477 18310 5068 14207 3299 9214 385426 286516 98910 23662 63253 5299 27483 119697 -20787 0 FAMILY STABILIZATION SERVICES 18965 108885 1794825 VALUE PER POUND SET BY THE FOOD BANK FOOD REFUGEE SERVICES 586 1138694 24512 FMV PROGRAM SUPPLIES PREGNANCY & PARENTING SUPPORT 638 5896 11097 FMV PROGRAM SUPPLIES SENIOR SERVICES 2557 18294379 CASH PROFESSIONAL COUNSELING 134 63796 CASH ERMA'S HOUSE 227 0 1165 FMV PROGRAM SUPPLIES GUARDIANSHIP SERVICES 150 551 100 FMV PROGRAM SUPPLIES NEXT STEPS 96 38902 CASH HISPANIC OUTREACH 178 5971 11205 FMV PROGRAM SUPPLIES MOBILITY MANAGEMENT 326 740 CASH PART I, LINE 2 ASSISTANCE PROVIDED TO INCOME ELIGIBLE SENIORS AND OTHER INDIVIDUALS IN NEED OF SOCIAL SERVICES AND EMERGENCY ASSISTANCE. 0 0 0 0 0 0 0 0 0 LAURA ROESCH CHIEF EXECUTIVE OFFICER 178045 0 0 0 0 0 0 0 14767 0 192812 0 0 0 X 49342 FAIR MARKET VALUE X 235 1794825 FAIR MARKET VALUE 0 1 0 FORM 990, PART III, LINE 3 THE ORAGANIZATION DID NOT CEASE CONDUCTING ANY PROGRAM SERVICES BUT REALIGNED ITS SERVICES AND RENAMED SOME OF ITS PROGRAMS. SPECIALIZED COUNSELING SUPPORT AND INTERVENTIONS FOR ADOPTIVE AND FOSTER FAMILIES AND CHILDREN ARE NOW PROVIDED THROUGH THE FAMILY SUCCESS SERVICES PROGRAM (PREVIOUSLY PROVIDED THROUGH THE PROFESSIONAL COUNSELING PROGRAM). THE CHOICE FOOD PANTRY AND THE FAMILY STABILIZATION & SUPPORT PROGRAM HAVE BEEN COMBINED AND RENAMED AS THE FAMILY STABILIZATION SERVICES PROGRAM. FORM 990, PART V, LINE 1C: THE SIDNEY BRANCH OF THE ORGANIZATION HAS FILINGS FOR W-2'S AND 1099'S UNDER A SEPARATE EIN (31-1213535). FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THIS CORPORATION IS EX-OFFICIO THE ARCHBISHOP OF CINCINNATI OR HIS CANONICAL SUCCESSOR AS DETERMINED BY COMPETENT AUTHORITY IN THE ROMAN CATHOLIC CHURCH PURSUANT TO THE CODE OF CANON LAW. FORM 990, PART VI, SECTION A, LINE 7A THE SOLE MEMBER OF THIS CORPORATION SHALL BE EX-OFFICIO THE ARCHBISHOP OF CINCINNATI OR HIS CANONICAL SUCCESSOR AS DETERMINED BY COMPETENT AUTHORITY IN THE ROMAN CATHOLIC CHURCH PURSUANT TO THE CODE OF CANON LAW. THE ORGANIZATION HAS NO STOCKHOLDERS OR OTHER PERSONS THAT HAVE THE AUTHORITY TO ELECT OR APPOINT MORE MEMBERS OF THE GOVERNING BODY. FORM 990, PART VI, SECTION A, LINE 7B THE GOVERNANCE DECISIONS OF THE ORGANIZATION RESERVED FOR THE SOLE MEMBER, THE ARCHBISHOP OF CINCINNATI OR HIS CANONICAL SUCCESSORS, ARE SPECIFIED IN THE CODE OF REGULATIONS (FORMERLY KNOWN AS BYLAWS OF THE ORGANIZATION), SECTION 2.3. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S DIRECTOR OF FINANCE AND ADMINISTRATION, CHIEF EXECUTIVE OFFICER, AND THE AUDIT COMMITTEE REVIEW THE FORM 990 BEFORE IT IS FILED. AFTER THEIR REVIEW A COPY IS PROVIDED TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST STATEMENT ON AN ANNUAL BASIS. ALL NEW EMPLOYEES ARE REQUIRED TO SIGN CONFLICT OF INTEREST STATEMENTS AS PART OF THE ORIENTATION TRAINING. IT IS REQUIRED THAT THE CHIEF EXECUTIVE OFFICER BE NOTIFIED IF A CONFLICT OF INTEREST ARISES. FORM 990, PART VI, SECTION B, LINE 15 THE BOARD OF DIRECTORS IS RESPONSIBLE FOR HIRING AND ESTABLISHING THE ANNUAL COMPENSATION (SALARY AND BENEFITS) OF THE CHIEF EXECUTIVE OF THE ORGANIZATION. THE ANNUAL PROCESS FOR DETERMINING THE APPROPRIATE COMPENSATION PACKAGE FOR THIS INDIVIDUAL INCLUDES DOCUMENTING A PERFORMANCE REVIEW, LINKING HIS OR HER MEASURABLE SUCCESS, EXPERIENCE AND PERFORMANCE WHILE ALSO REVIEWING COMPARABILITY DATA OF WHAT SIMILARLY-SIZED PEER ORGANIZATIONS, IN THE SAME GEOGRAPHIC LOCATION, OFFER THEIR SENIOR LEADERS TO ARRIVE AT A COMPENSATION PACKAGE THAT IS REASONABLE BUT NOT EXCESSIVE. ALTHOUGH THE DETAILED REVIEW PROCEDURES TAKE PLACE BY THE EXECUTIVE COMMITTEE, THE COMPENSATION PACKAGE IS APPROVED BY VOTE OF THE ENTIRE BOARD DURING THE APPROVAL OF ORGANIZATIONS BUDGET FOR THE NEXT FISCAL YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF TIME AS SET FORTH IN THE INTERNAL REVENUE CODE SECTION 6104(D). FORM 990, PART XI, LINE 9: CHANGE IN NON-OPERATING PENSION OBLIGATION 13,768. FORM 990 PART XII, LINE 2C: THE ORGANIZATION'S COMMITTEE THAT ASSUMES RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.