2025-02-25T08:03:52-06:00 2024-06-30 351178661 BLUE & CO LLC 720 EAST PETE ROSE WAY STE 100 CINCINNATI OH 45202 990 2023-07-01 611231355 HOUSE OF RUTH INC HOUS 5025876080 607 E ST CATHERINE STREET LOUISVILLE KY 40203 LISA SUTTON EXECUTIVE DIRECTOR 5025876080 2025-02-24 1 1 CORY SCHUNEMANN CPA P01866583 5132414507 2025-02-24 2023 2025-03-06 01:10:19Z LISA SUTTON 607 E ST CATHERINE STREET LOUISVILLE KY 40203 3055600 0 X HOUSEOFRUTH.NET X 1992 KY HOUSE OF RUTH PROVIDES HOUSING SUPPORT SERVICES TO INDIVIDUALS AND FAMILIES INFECTED AND AFFECTED BY HIV AND AIDS 14 14 24 20 0 0 2278733 2886593 96336 91785 39571 -80429 10427 24596 2425067 2922545 992489 1101279 0 0 966750 1074131 0 0 126742 338372 344520 2297611 2519930 127456 402615 3140751 3595589 225379 196598 2915372 3398991 X HOUSE OF RUTH PROVIDES HOUSING SUPPORT SERVICES TO INDIVIDUALS AND FAMILIES INFECTED AND AFFECTED BY HIV AND AIDS. 0 0 1232985 569195 37829 HOPWA - SERVED 645 UNDUPLICATED CLIENTS. DEVELOPED HOUSING STABILITY PLANS WITH HOR STAFF TO ESTABLISH GOALS AND ACTION STEPS FOR SECURING AND MAINTAINING STABLE HOUSING. PROVIDED EMERGENCY FINANCIAL ASSISTANCE. PROVIDED SUPPORTIVE HOUSING IN RENTAL UNITS OWNED BY COMMUNITY PROPERTY OWNERS. 33 HOUSEHOLDS AND 40 INDIVIDUALS WERE HOUSED, RECEIVING SUBSIDIZED RENT AND CASE MANAGEMENT. 288436 166758 10363 HWH LONG TERM HOUSING - SUPPORTIVE HOUSING IN 13 SCATTERED-SITE HOMES WITH DEED RESTRICTIONS AND NO MORTGAGE. THESE HOUSE HIV POSITIVE PEOPLE WHOSE LIVES ARE FURTHER COMPLICATED BY HOMELESSNESS. 16 HOUSEHOLDS WITH 22 ADULTS AND 15 CHILDREN WERE HOUSED AND RECEIVED SUBSIDIZED RENT, CASE MANAGEMENT AND EMERGENCY FINANCIAL ASSISTANCE. THE UNIT UTILIZATION RATE WAS 67%. 584450 331739 43593 GLADE HOUSE - SHORT-TERM HOUSING (SINGLE ROOM OCCUPANCY- SRO). RESIDENTIAL HOUSE WITH 10 BEDS. PROVIDES SHORT TERM HOUSING FOR UP TO TWO YEARS. SERVICES PROVIDED INCLUDE INTENSIVE CASE MANAGEMENT, MENTAL HEALTH COUNSELING, MONTHLY TARC PASSES, LIFE SKILLS EDUCATION, INDIVIDUAL AND GROUP COUNSELING. 14 CLIENTS WERE SERVED, 5 EXITED TO LONG TERM HOUSING, ONE EXITED TO A ANOTHER HOUSING PROGRAM, ONE WAS DECEASED AND 7 REMAIN IN SRO. BED UTILIZATION RATE IS 94.1%. 64140 33587 0 CHILDREN'S PROGRAM - WE PROVIDE BACK-TO-SCHOOL ASSISTANCE INCLUDING CLOTHING VOUCHERS, BACKPACKS, AND SCHOOL SUPPLIES. CASE MANAGEMENT - WE PROVIDE TREATMENT PLANNING WHERE CLIENTS SET THEIR OWN CONCRETE, ACHIEVABLE GOALS TO ADDRESS MENTAL, PHYSICAL, EMOTIONAL, SOCIAL, FINANCIAL, EDUCATIONAL, AND EMPLOYMENT NEEDS. FINANCIAL ASSISTANCE - TARC TICKETS, RENTAL SECURITY DEPOSITS, FURNITURE, RENT AND UTILITY PAYMENTS, MOVING EXPENSES, UNIFORMS NEEDED FOR WORK OR SCHOOL, AND FUNERAL EXPENSES 64140 33587 0 2170011 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 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 12 0 1 24 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 KY X X LISA SUTTON 5025875080 607 E ST CATHERINE STREET LOUISVILLE KY 40203 JENNY AROS TREASURER 4.00 X X 0 0 0 CATHY LESTER SECRETARY 4.00 X X 0 0 0 STEPHANIE RICKERT CHAIR 4.00 X X 0 0 0 AUSTIN LLEWELLYN VICE CHAIR 4.00 X X 0 0 0 ANDREW HOWELL BOARD MEMBER 2.00 X 0 0 0 BART CARNES BOARD MEMBER 2.00 X 0 0 0 BRIAN HAMBLIN BOARD MEMBER 2.00 X 0 0 0 DON REINHARDT BOARD MEMBER 2.00 X 0 0 0 GREG GUELDA BOARD MEMBER 2.00 X 0 0 0 JOE DUNMAN BOARD MEMBER 2.00 X 0 0 0 JOE MAYHORN BOARD MEMBER 2.00 X 0 0 0 JULIE ROSE BOARD MEMBER 2.00 X 0 0 0 LESLEY HARRIS PHD BOARD MEMBER 2.00 X 0 0 0 VALERIE REEVES BOARD MEMBER 2.00 X 0 0 0 LISA SUTTON EXECUTIVE DIRECTOR 40.00 X 86524 0 8552 MARK STANTON DIRECTOR OF FINANCE 40.00 X 69725 0 4680 156249 0 13232 0 0 0 0 0 17476 2492213 376904 211822 2886593 RENTAL INCOME 531110 76998 76998 OTHER CLIENT REVENUE 900099 14787 14787 91785 36906 36906 1290 0 118625 1290 -118625 -117335 -117335 0 17476 14430 -14430 -14430 INSURANCE CLAIM PROCEEDS 900099 35984 35984 OTHER INCOME 900099 3042 3042 39026 2922545 91785 0 -55833 1101279 1101279 197675 158277 24403 14995 730295 584236 87635 58424 12709 10294 2161 254 56314 45614 9574 1126 77138 61710 9257 6171 3524 212 3312 29000 1740 27260 1000 60 940 21779 21779 11879 1206 6673 4000 14563 9757 3641 1165 83294 64655 11725 6914 12728 10819 1527 382 3761 1881 751 1129 86951 78909 4825 3217 42548 29784 6382 6382 PROGRAM SUPPLIES 25265 8085 16675 505 BANK FEES & CHARGES 5973 1493 4181 299 DUES 2255 2255 2519930 2170011 223177 126742 346570 419364 330028 498973 6483 8939 2644222 1252784 1056159 1391438 1300645 1230076 100866 46799 3140751 3595589 116872 149094 7500 0 101007 47504 225379 196598 X 2707622 2704841 207750 694150 2915372 3398991 3140751 3595589 402615 81002 2 0 X X 0 1 X 1 1 1 X 1673332 1607390 1742069 2278733 2886593 10188117 1673332 1607390 1742069 2278733 2886593 10188117 76619 10111498 41324 40636 23057 39571 36906 181494 10427 39026 49453 10419064 480658 0.97050 0.98080 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISC INCOME - 2022 AMOUNT: $ 10,427. 2023 AMOUNT: $ 39,026. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 69723 69723 2440366 1187485 1252881 134133 65299 68834 1391438 OPERATING LEASE LIABILITY 47504 47504 X 3017977 81002 14430 95432 2922545 0 2922545 2534360 14430 14430 2519930 0 2519930 PART X, LINE 2: THE ORGANIZATION IS A TAX-EXEMPT ORGANIZATION UNDER SECTION 501(C)(3) OF THE UNITED STATES INTERNAL REVENUE CODE; ACCORDINGLY, NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE FINANCIAL STATEMENTS. THE ORGANIZATION IS REQUIRED TO FILE FEDERAL FORM 990 RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, WHICH IS AN INFORMATIONAL RETURN ONLY. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. HOWEVER, AS OF THE DATE THE FINANCIAL STATEMENTS WERE AVAILABLE TO BE ISSUED, THERE WERE NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY VARIOUS FEDERAL AND STATE TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION, AND HAS CONCLUDED THAT AS OF JUNE 30, 2024 AND 2023, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY OR DISCLOSURE IN THE ACCOMPANYING FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 14,430. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 14,430. UNLOCKING HOPE BREAKFAST 17476 17476 14430 17476 17476 14430 14430 -14430 0 RENTAL ASSISTANCE 230 311429 FMV OTHER ASSISTANCE 343 617916 FMV SUPPORTED HOUSING 53 171934 FMV PART IV - ADDITIONAL INFORMATION VARIOUS FORMS OF ASSISTANCE ARE PROVIDED TO CLIENTS INCLUDING TARC TICKETS, RENTAL SECURITY DEPOSITS, FURNITURE, RENT PAYMENTS, UTILITY PAYMENTS, MOVING EXPENSES, UNIFORMS NEEDED FOR WORK OR SCHOOL, AND FUNERAL ASSITANCE. X 13790 FAIR MARKET VALUE X 10000 198032 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B STAFF REVIEWS THE 990 WITH THE FINANCE COMMITTEE. THE TREASURER THEN REVIEWS WITH THE BOARD'S EXECUTIVE COMMITTEE. IT IS THEN PRESENTED TO THE FULL BOARD FOR APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C IN ADDITION TO PROVIDING A WRITTEN HANDBOOK, THE ORGANIZATION CONDUCTS BOARD ORIENTATIONS, BOARD RETREATS, REGULAR STAFF MEETINGS AND AN ANNUAL STAFF RETREAT. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR RECEIVES A WRITTEN EVALUATION BY THE EXECUTIVE COMMITTEE ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 ALL GOVERNING DOCUMENTS ARE MADE AVAILABLE UPON REQUEST FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.