2025-09-17T09:01:35-05:00 2024-12-31 310800053 CLARK SCHAEFER HACKETT & CO 1 EAST 4TH STREET CINCINNATI OH 45202 990 2024-01-01 310537141 SANTA MARIA COMMUNITY SERVICES INC SANT 5135572730 617 STEINER AVE CINCINNATI OH 45204 HA MUSSER JR PRESIDENT & CEO 5135572730 2025-09-15 1 0 ANNAMARIE B REILLY P00431897 5132413111 2025-09-15 2024 2025-03-06 01:10:19Z HA MUSSER JR 617 STEINER AVE CINCINNATI OH 45204 5048016 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 62 247 0 0 5776476 4690687 0 16803 104961 303838 16573 16788 5898010 5028116 224943 337226 0 0 3281430 3029413 0 0 412600 1233367 1142429 4739740 4509068 1158270 519048 10373850 10949502 222643 236051 10151207 10713451 X SANTA MARIA IS A CATALYST AND ADVOCATE FOR GREATER PRICE HILL FAMILIES TO ATTAIN THEIR EDUCATION, FINANCIAL, AND HEALTH GOALS. 0 0 1196281 131099 SANTA MARIA'S EARLY CHILDHOOD PROGRAM INCLUDES EVERY CHILD SUCCEEDS (ECS) AND PROMOTING OUR PRESCHOOLERS (POP). ECS, SERVING FAMILIES WITH CHILDREN AGES PRENATAL TO THREE, AND POP, SERVING FAMILIES WITH PRESCHOOLERS AGES THREE TO FIVE, PROVIDE INTENSIVE HOME VISITATION SERVICES FOLLOWING THESE EVIDENCE-BASED CURRICULA: GROWING GREAT KIDS AND READY ROSIE. ECS AND POP ALSO FOCUS ON CHILDREN'S DEVELOPMENT PROVIDING ACTIVITIES AND MATERIALS TO IDENTIFY DELAYS AND PREPARE CHILDREN FOR KINDERGARTEN. THE STAFF MAKE REFERRALS FOR INTERVENTION FOR THOSE CHILDREN THAT ARE NOT DEVELOPMENTALLY ON TARGET. 557 INDIVIDUALS BENEFITTED FROM THE EARLY CHILDHOOD PROGRAM DURING 2024. 1154027 52502 THE WORKFORCE DEVELOPMENT PROGRAM FOCUSES ON LONG TERM STRATEGIES FOR FINANCIAL STABILITY BY OFFERING HIGH SCHOOL EQUIVALENCY (HSE) PREPARATION 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. DURING 2024, 374 INDIVIDUALS RECEIVED WORKFORCE DEVELOPMENT SERVICES. 625383 137398 16803 SANTA MARIA'S SUPPORTIVE SERVICES PROGRAMMING HAS THREE BASIC COMPONENTS FOCUSING ON MITIGATING SOCIAL DETERMINANTS OF HEALTH AND PROMOTING FAMILY STABILITY: WELLNESS, IMMIGRANT OUTREACH, AND STABLE FAMILIES. 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, HEALTH WORKSHOPS, AND COMMUNITY HEALTH FAIRS. ADDITIONALLY, WELLNESS PARTNERS WITH LOCAL ORGANIZATIONS TO PROVIDE EMERGENCY PRESCRIPTION ASSISTANCE, FREE EYE EXAMS/GLASSES, HEARING EXAMS, HIV/AIDS TESTING AND EDUCATION, AND HEALTH INSURANCE ENROLLMENT. 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 ENGLISH AS A SECOND LANGUAGE (ESL) CLASSES. SERVICES ARE OFFERED FREE OF CHARGE AT A VARIETY OF COMMUNITY LOCATIONS AS WELL AS VIRTUALLY. WELLNESS & IMMIGRANT OUTREACH SERVED MORE THAN 700 ADULTS AND CHILDREN IN 2024. STABLE FAMILIES, WHICH SERVED 162 FAMILIES IN 2024, FOLLOWS A NATIONAL BEST PRACTICE MODEL THROUGH THE SIEMER FAMILY FOUNDATION AND OFFERS DIRECT SUPPORT TO FAMILIES WITH SCHOOL-AGE CHILDREN (INCLUDING PRESCHOOL) TO HELP STABILIZE THEIR HOUSING IN ORDER TO PREVENT AVOIDABLE MOVES AND THE CHILDREN'S SCHOOLING BEING DISRUPTED. ALL THREE COMPONENTS PROVIDE SUPPORT, COACHING, STANDARDIZED SCREENINGS, ADVOCACY, AND EDUCATION TO PARENTS, CAREGIVERS, AND THEIR CHILDREN. 418259 16227 THE YOUTH DEVELOPMENT PROGRAM WORKS INTENSIVELY EACH SCHOOL YEAR WITH SIXTH, SEVENTH AND EIGHTH GRADE STUDENTS, AND THEIR FAMILIES, ENROLLED IN OYLER SCHOOL, A CINCINNATI PUBLIC SCHOOL IN LOWER PRICE HILL. THE PROGRAM USES AN EVIDENCE-BASED MODEL TO OFFER STRUCTURED GROUP FACILITATION FOR YOUTH AND CONSISTENT ADVOCACY FOR THEIR FAMILIES. YOUTH DEVELOP SOCIAL AND EMOTIONAL COMPETENCIES THAT ARE PREDICTIVE OF ACADEMIC AND NON-ACADEMIC SUCCESS. THE PROGRAM ALSO FOCUSES ON A COMMUNITY IMPACT STRATEGY TO PREVENT VIOLENCE BY LEADING THE LOWER PRICE HILL VIOLENCE PREVENTION COLLABORATIVE, WHICH UTILIZES A VARIETY OF BEST-PRACTICE STRATEGIES TO GIVE YOUTH PROTECTIVE FACTORS WHILE REDUCING RISK FACTORS. THE YOUTH DEVELOPMENT PROGRAM IS BASED IN THE JOE WILLIAMS FAMILY CENTER, A COMMUNITY FACILITY WHERE DOZENS OF YOUTH GATHER AFTER SCHOOL AND DURING THE SUMMER TO ENJOY A DIVERSE ARRAY OF ACTIVITIES INCLUDING A SPORTS LEAGUE, BASKETBALL, ART OPPORTUNITIES, MUSIC, DANCE, HEALTHY COOKING, AND MUCH MORE. DURING 2024 THIS PROGRAM SERVED 228 ADULTS AND 317 YOUTH. 418259 16227 3393950 1 1 0 1 0 0 0 0 0 1 1 0 0 0 0 1 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 0 0 0 1 93 0 1 62 1 0 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 149127 0 31055 SHARI PATRICK CFO 40.00 X 98379 0 26793 JULIE MCGREGOR CHIEF PROGRAM OFFICER 40.00 X 99216 0 3952 NUNE SARGSYAN CHIEF DEVELOPMENT OFFICER 40.00 X 88448 0 18572 CARISSA BLEA DIRECTOR 1.50 X 0 0 0 LEAH BLUEMEL 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 SISAN CUERVO 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 SANDRA K HOWE DIRECTOR 1.50 X 0 0 0 GARY J KOHLS DIRECTOR 1.50 X 0 0 0 CHRIS LAHNI DIRECTOR 1.50 X 0 0 0 BARBARA KRUETZKAMP MARTIN 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 DIRECTOR 1.50 X 0 0 0 REBECCA RESTREPO DIRECTOR 1.50 X 0 0 0 RICK SEAVER DIRECTOR 1.50 X 0 0 0 HAMMAD SIDDIQI 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 GUILLERMO VILLA PAST CHAIR 1.50 X 0 0 0 JORGE SEDA CHAIR 1.50 X X 0 0 0 DAVID SPARKS VICE CHAIR 1.50 X X 0 0 0 KAITLYN CARRENDER SECRETARY 1.50 X X 0 0 0 ROBERT FOHL TREASURER 1.50 X X 0 0 0 435170 0 80372 1 0 1 0 DNK ARCHITECTS 2616 CENTRAL PKWY CINCINNATI OH 45214 ARCHITECTURAL SERVICES 274988 1 946946 99793 2353700 1290248 8040 4690687 SERVICE FEES 624100 16803 16803 16803 303838 303838 7835 0 7835 7835 7835 25630 99793 19900 5730 5730 MISCELLANEOUS INCOME 900099 3223 3223 3223 5028116 16803 0 320626 337226 337226 515541 121247 195924 198370 2017196 1654112 252377 110707 55047 50077 4861 109 261009 230305 26084 4620 180620 134028 28934 17658 1096 874 161 61 55752 44431 8196 3125 28000 28000 5445 5445 281232 218438 45461 17333 15957 7155 1409 7393 219145 184434 20090 14621 71158 56708 10461 3989 268512 198742 51802 17968 22630 20872 1142 616 12118 3839 7168 1111 74132 48941 19853 5338 34008 26906 4528 2574 DUES AND AWARDS 30347 11804 15777 2766 STAFF TRAINING 18344 15261 1115 1968 MISCELLANEOUS 4553 550 1730 2273 4509068 3393950 702518 412600 6416544 7358207 2472665 1855452 67115 35093 1932069 811288 875308 1120781 542218 579969 10373850 10949502 222643 236051 222643 236051 X 3277275 3409294 6873932 7304157 10151207 10713451 10373850 10949502 519048 43196 0 X X 0 1 X 1 1 1 X 5023465 5387861 7588190 5776476 4690687 28466679 5023465 5387861 7588190 5776476 4690687 28466679 417257 28049422 17330 9137 13385 113661 311673 465186 5666 881 912 8297 5730 21486 167990 810 7769 4013 3223 183805 29137156 412056 0.96270 0.97130 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2021 AMOUNT: $ 810. 2022 AMOUNT: $ 7,769. 2023 AMOUNT: $ 4,013. 2024 AMOUNT: $ 3,223. OHIO BWC REFUND - 2020 AMOUNT: $ 167,990. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 1 28000 0 0 28000 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. 542218 37751 579969 510503 31715 542218 547009 -36506 510503 465338 81671 547009 440683 24655 465338 0.98790 0.01210 1 0 50000 50000 1652158 644498 1007660 169297 120492 48805 60614 46298 14316 1120781 X 5105664 43196 27937 71133 5034531 5445 -11860 -6415 5028116 4543420 27937 11860 39797 4503623 5445 5445 4509068 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 X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER THE PROVISIONS OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. AS SUCH, THE ORGANIZATION IS EXEMPT FROM FEDERAL, STATE AND LOCAL INCOME TAXES. THE ORGANIZATION IS NOT CONSIDERED A PRIVATE FOUNDATION WITHIN THE MEANING OF THE INTERNAL REVENUE CODE. UNRELATED BUSINESS INCOME IS NOT MATERIAL TO THE CONSOLIDATED FINANCIAL STATEMENTS AS A WHOLE. PART XI, LINE 2D - OTHER ADJUSTMENTS: IN-KIND INTEREST EXPENSE PART XI, LINE 4B - OTHER ADJUSTMENTS: DIRECT SPECIAL EVENT EXPENSES -11,860. DIRECT RENTAL EXPENSES PART XII, LINE 2D - OTHER ADJUSTMENTS: RENTAL EXPENSES (REPORTED ON PART VIII) FUNDRAISING EXPENSES EXPENSES (REPORTED ON PART VIII) 11,860. PASSPORT TO SUCCESS 125423 99793 25630 520 8040 8825 2515 125423 99793 25630 520 8040 8825 2515 19900 5730 1 GENERAL SUPPORT (HYGIENIC ITEMS, CLOTHES, HOUSEHOLD NEEDS) 641 168970 FMV GENERAL SUPPORT (HYGIENIC ITEMS, CLOTHES, HOUSEHOLD NEEDS) RENT & UTILITY 172 148091 TRANSPORTATION ASSISTANCE 297 11594 GED AND EDUCATIONAL FEES 5 5534 CLIENT BACKGROUND CHECKS, IDENTIFICATION, & BIRTH CERTIFICATES 23 3037 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 149127 0 0 0 0 0 6446 0 24609 0 180182 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 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 FORM 1023 IS NOT REQUIRED AS IT WAS FILED PRIOR TO JULY 15, 1987. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS MADE AVAILABLE AS REQUIRED BY LAW. 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 25080 272504 SANTA MARIA COMMUNITY SERVICES INC