2024-11-15T11:03:03-06:00 2023-12-31 352123203 KSM BUSINESS SERVICES INC PO BOX 40857 INDIANAPOLIS IN 46240 990 2023-01-01 371421922 COBURN PLACE SAFEHAVEN II INC COBU 3179235750 604 E 38TH ST INDIANAPOLIS IN 46205 RACHEL SCOTT PRESIDENT/CEO 3179235750 2024-11-14 1 1 CASSE TATE P01271193 3175802000 2024-11-14 2023 2024-10-15 13:58:12Z RACHEL SCOTT 604 E 38TH ST INDIANAPOLIS IN 46205 4366873 0 X WWW.COBURNPLACE.ORG X 2003 IN EMPOWERING PEOPLE IMPACTED BY INTERPERSONAL ABUSE. 15 15 61 735 0 0 4209905 4083121 0 0 136849 161994 14022 -8617 4360776 4236498 0 0 0 0 2589802 3179339 0 0 493530 1870826 2422920 4460628 5602259 -99852 -1365761 12553448 12584931 4229304 319591 8324144 12265340 WORKING TOGETHER, WE OFFER COMPASSIONATE SUPPORT AND SAFE HOUSING CHOICES FOR SURVIVORS OF DOMESTIC VIOLENCE AND THEIR CHILDREN. 0 0 3970021 COBURN PLACE HAS BEEN PROVIDING COMPASSIONATE SUPPORT AND SAFE HOUSING CHOICES FOR SURVIVORS OF DOMESTIC VIOLENCE AND THEIR CHILDREN IN INDIANAPOLIS FOR 28 YEARS. WE WORK WITH SURVIVORS DURING A KEY SAFETY AND STABILIZATION PERIOD BETWEEN FLEEING AN ABUSER AND REGAINING THEIR ABILITY TO LIVE SELF-DETERMINED LIVES. THROUGH A HOUSING FIRST APPROACH, WE SERVE ABOUT 105 HOUSEHOLDS AT ANY GIVEN TIME BETWEEN 35 TRANSITIONAL HOUSING UNITS AT OUR FLAGSHIP BUILDING AND 70 RAPID REHOUSING UNITS ACROSS THE INDY METRO AREA. PROVIDING PATHWAYS TO SAFE HOUSING AND COMPREHENSIVE WELL-BEING SUPPORT INTERRUPTS POVERTY AND BREAKS THE CYCLE OF ABUSE. OUR VISION IS TO ILLUMINATE A PATH FORWARD TO RESTORE HOPE AND PROMOTE HEALING. 3970021 1 1 0 0 0 0 0 0 0 1 1 0 0 0 0 1 0 1 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 0 0 0 0 1 82 0 1 61 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X RACHEL SCOTT 3179235750 604 E 38TH ST INDIANAPOLIS IN 46205 EMILY SHROCK BOARD CHAIR 0.50 X X 0 0 0 JENAI BRACKETT VICE CHAIR 0.50 X X 0 0 0 HEATHER SWARTZELL TREASURER 0.50 X X 0 0 0 JESSICA SCHNELKER SECRETARY 0.50 X X 0 0 0 DR KATHI BADERTSCHER PAST CHAIR 0.50 X 0 0 0 TRACY CLARK DIRECTOR 0.50 X 0 0 0 ED FREEMAN DIRECTOR 0.50 X 0 0 0 NASHELLE FRAZIER DIRECTOR 0.50 X 0 0 0 OLIVIA HAWBAKER DIRECTOR 0.50 X 0 0 0 TAFFANEE KEYS DIRECTOR 0.50 X 0 0 0 COURTNEY KIBBLE DIRECTOR 0.50 X 0 0 0 GUADALUPE PIMENTEL SOLANO DIRECTOR 0.50 X 0 0 0 DANYETTE SMITH DIRECTOR 0.50 X 0 0 0 ALLYSE WIRKKALA DIRECTOR 0.50 X 0 0 0 FRANK ESSIEN DIRECTOR 0.50 X 0 0 0 RACHEL SCOTT PRESIDENT & CEO 40.00 X 147350 0 15389 JEFFREY CONDER VP OF OPERATIONS 40.00 X 105000 0 12034 JULIE HENSON VP OF DEVELOPMENT 40.00 X 105000 0 10983 EVERS CELESTE VP MISSION IMPACT 1.00 X 105000 0 10704 NICOLE BIGGERSTAFF-VAZQUEZ VP MISSION IMPACT 1.00 X 105000 0 13309 567350 0 62419 5 1 1 0 0 180001 2128925 1774195 300572 4083121 71824 71824 207101 112324 4607 94777 -4607 90170 90170 4827 180001 13444 -8617 -8617 4236498 0 0 153377 160972 105805 38300 16867 2370142 1557861 563929 248352 48728 32028 11594 5106 358870 235880 85386 37604 240627 158161 57252 25214 75 75 43850 43850 29216 29216 149876 98555 33557 17764 79169 47221 22362 9586 54348 40468 1350 12530 152219 89994 34766 27459 67957 40534 19195 8228 482614 447544 24548 10522 69311 41341 19578 8392 SURVIVOR BENEFIT EXPENS 747950 747950 IN KIND EXPENSES 300573 179280 84900 36393 REPAIRS AND MAINTENANCE 245762 147399 68850 29513 5602259 3970021 1138708 493530 1367720 2521169 477806 854043 3211826 1102848 40979 77637 8905387 3266118 213425 5639269 5022276 3438264 864534 0 252034 54549 12553448 12584931 135773 139903 1826845 145000 34688 2266686 0 4229304 319591 X 5079724 6862481 3244420 5402859 8324144 12265340 12553448 12584931 X -1365761 304493 13779 4988685 X X 0 1 X 1 1 1 X 3396671 3387045 4731120 5809904 4083121 21407861 3396671 3387045 4731120 5809904 4083121 21407861 3247007 18160854 271175 110181 72920 137795 71824 663895 1950 1950 22073706 0.82270 0.78560 X SCHEDULE A, PART II, SECTION A, LINE 1D AND LINE 5 THE VALUE OF CONTRIBUTIONS FOR THE 2022 TAX YEAR ON LINE 1D HAS BEEN UPDATED TO $5,809,904 REFLECT A CORRECTION OF GRANTS RECEIVED DURING 2022 THAT WERE NOT PREVIOUSLY INCLUDED. LINE 5 HAS ALSO BEEN UPDATED TO REFLECT THE ADDITIONAL CONTRIBUTIONS SUBJECT TO LIMITATION FOR THE PUBLIC SUPPORT CALCULATION. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3085972 0 466103 29216 3522859 6629142 303477 -476910 1350000 33875 5071834 4768601 1494750 397464 31673 6629142 3858986 585825 348650 24860 4768601 2537894 1120000 212961 11869 3858986 0.85584 0.14416 0 0 80000 80000 7723738 2388096 5335642 1101649 878022 223627 5639269 X 4570519 304493 45300 13444 363237 4207282 29216 29216 4236498 5631787 45300 13444 58744 5573043 29216 29216 5602259 PART V, LINE 4: THE PRIMARY USE OF THE FUND SHALL BE TO PROVIDE SUPPORT FOR THE CORPORATION TO CARRY OUT ITS ROLE AND MISSION. PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, THOUGH IT IS SUBJECT TO TAX ON INCOME UNRELATED TO ITS EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE INTERNAL REVENUE CODE. IN ADDITION, THE ORGANIZATION HAS BEEN DETERMINED BY THE INTERNAL REVENUE SERVICE NOT TO BE PRIVATE A FOUNDATION WITHIN THE MEANING OF SECTION 509(A) OF THE INTERNAL REVENUE CODE. THERE WAS NO UNRELATED BUSINESS INCOME TAX IN FISCAL YEAR 2023. THE ORGANIZATION FILES U.S. FEDERAL AND STATE OF INDIANA INFORMATION RETURNS. THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL AND STATE INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR FISCAL YEARS BEFORE 2020. MANAGEMENT BELIEVES THAT THE ORGANIZATION'S INCOME TAX FILING POSITIONS WILL BE SUSTAINED ON AUDIT AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WILL RESULT IN A MATERIAL CHANGE. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 13,444. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 13,444. SCHEDULE D, PART V, LINE 1A, COLUMN A THE BEGINNING OF YEAR BALANCE ON LINE 1A, COLUMN (A) FOR THE CURRENT TAX YEAR HAS BEEN ADJUSTED TO REFLECT A RESTATEMENT OF THE AUDITED FINANCIAL STATEMENTS TO THE ENDOWMENT BEGINNING BALANCE. SPIKED LEMONADE EVENT 84134 84134 4167 LEMONADE STAND EVENT 49659 49559 100 1383 1 51035 46308 4727 5805 2089 184828 180001 4827 5805 7639 13444 -8617 X X X X 0 0 0 0 0 0 0 0 0 RACHEL SCOTT PRESIDENT & CEO 147350 0 0 0 0 0 3400 0 11989 0 162739 0 0 0 PART I, LINE 3 COMPENSATION FOR THE EXECUTIVE DIRECTOR IS DETERMINED BY VOTE BY THE BOARD OF DIRECTORS. COMPENSATION WAS COMPARED TO THOSE IN SIMILAR POSITIONS THROUGH A SALARY STUDY THAT WAS DONE BOTH INTERNALLY AND EXTERNALLY IN 2023. X 300572 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE ACCOUNTING FIRM SENDS A DRAFT OF THE RETURN TO THE MANAGEMENT COMPANY. THE MANAGEMENT COMPANY FORWARDS A COPY OF THE RETURN TO EACH BOARD MEMBER FOR THEIR COMMENTS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C EACH BOARD MEMBER IS GIVEN A COPY OF THE CONFLICT OF INTEREST AND ARE ASKED TO SIGN UPDATED COPIES EACH YEAR. NEWLY ELECTED BOARD MEMBERS ARE ASKED TO SIGN A COPY DURING BOARD ORIENTATION. THIS ENTIRE PROCESS IS MANAGED AND EVALUATED BY OUR HR DIRECTOR EACH YEAR. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE EXECUTIVE DIRECTOR IS DETERMINED BY VOTE BY THE BOARD OF DIRECTORS. COMPENSATION FOR TOP MANAGEMENT WAS RECOMMENDED BY THE EXECUTIVE DIRECTOR AND VOTED ON BY THE BOARD. COMPENSATION WAS COMPARED TO THOSE IN SIMILAR POSITIONS THROUGH A SALARY STUDY THAT WAS DONE BOTH INTERNALLY AND EXTERNALLY IN 2023. THE SALARY DISCUSSIONS ARE DOCUMENTED VIA A ONE PAGE SUMMARY THAT IS SIGNED BY EACH STAFF MEMBER AND INCLUDED IN THEIR EMPLOYEE FILE. FORM 990, PART VI, SECTION C, LINE 19 THE FORM 990 AND ALL RELATED FINANCIAL AND POLICY INFORMATION ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: DEFERRAL OF GRANT CORRECTION 1,600,000. CONSOLIDATING INVESTMENT OF SUBSIDIARIES 3,388,685. COBURN PLACE AQUISITION LLC 604 E 38TH ST INDIANAPOLIS IN 46205 261428909 DEVELOPMENT AQUISITIONS IN 0 0 N/A COBURN SAFEHAVEN 2020 LLC 604 E 38TH ST INDIANAPOLIS IN 46205 205023855 DEVELOPMENT AQUISITIONS IN 0 4198123 N/A COBURN PLACE LP 604 E 38TH ST INDIANAPOLIS IN 46205 264591454 DEVELOPMENT AQUISITIONS IN 155455 8773204 COBURN PLACE 2020 LP