Civic Intelligence

Cincinnati Union Bethel

990 • Fiscal year 2018 • EIN 31-0536655

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

Organization Profilewww.cubcincy.org

View Organization Page

2401 Reading RoadCincinnati, OH 45202

(513) 768-6908

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

70th percentile

0.39x

Higher debt load relative to assets than 70% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.25x

Higher debt load relative to revenue than 59% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

18th percentile

-9.9%

Higher net margin than 18% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

71st percentile

$178,860

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

1st percentile

-41%

Faster asset growth than 1% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

60th percentile

7.7%

Faster revenue growth than 60% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$3,956,034

Down $2,709,028 (-41%) from 2017

Net Assets

Down

$2,419,286

Down $839,028 (-26%) from 2017

Liabilities

Down

$1,536,748

Down $1,870,000 (-55%) from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin18th percentile

Revenue

Up

$6,184,273

Up $444,173 (+7.7%) from 2017

Expenses

Up

$6,795,558

Up $22,245 (+0.3%) from 2017

Net Income

Up

-$611,285

Up $421,928 (+41%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2010: $5,134,382Liabilities 2010: $1,470,653Net Assets 2010: $3,663,7292010Assets 2011: $4,969,848Liabilities 2011: $1,657,968Net Assets 2011: $3,311,8802011Assets 2012: $5,152,817Liabilities 2012: $1,932,705Net Assets 2012: $3,220,1122012Assets 2013: $5,335,701Liabilities 2013: $1,875,749Net Assets 2013: $3,459,9522013Assets 2014: $5,533,942Liabilities 2014: $2,332,094Net Assets 2014: $3,201,8482014Assets 2015: $6,633,555Liabilities 2015: $2,171,750Net Assets 2015: $4,461,8052015Assets 2016: $6,551,367Liabilities 2016: $2,450,825Net Assets 2016: $4,100,5422016Assets 2017: $6,665,062Liabilities 2017: $3,406,748Net Assets 2017: $3,258,3142017Assets 2018: $3,956,034Liabilities 2018: $1,536,748Net Assets 2018: $2,419,2862018Assets 2019: $2,523,806Liabilities 2019: $952,897Net Assets 2019: $1,570,9092019Assets 2020: $2,796,639Liabilities 2020: $769,875Net Assets 2020: $2,026,7642020Assets 2021: $2,825,502Liabilities 2021: $691,193Net Assets 2021: $2,134,3092021Assets 2022: $3,928,504Liabilities 2022: $684,114Net Assets 2022: $3,244,3902022Assets 2023: $3,439,510Liabilities 2023: $652,577Net Assets 2023: $2,786,9332023Assets 2024: $5,381,108Liabilities 2024: $638,637Net Assets 2024: $4,742,4712024

Highlighted filing

2018

Assets$3,956,034
Liabilities$1,536,748
Net Assets$2,419,286
Open 2018 Filing

Operations Trend

Revenue Growth60th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2010: $6,176,3002010Expenses 2011: $6,122,2592011Expenses 2012: $5,797,8282012Revenue 2013: $5,692,189Expenses 2013: $5,777,179Net Income 2013: -$84,9902013Revenue 2014: $5,432,829Expenses 2014: $5,719,135Net Income 2014: -$286,3062014Revenue 2015: $7,142,278Expenses 2015: $5,666,958Net Income 2015: $1,475,3202015Revenue 2016: $5,932,599Expenses 2016: $6,127,616Net Income 2016: -$195,0172016Revenue 2017: $5,740,100Expenses 2017: $6,773,313Net Income 2017: -$1,033,2132017Revenue 2018: $6,184,273Expenses 2018: $6,795,558Net Income 2018: -$611,2852018Revenue 2019: $3,443,014Expenses 2019: $4,383,636Net Income 2019: -$940,6222019Revenue 2020: $3,236,993Expenses 2020: $2,781,138Net Income 2020: $455,8552020Revenue 2021: $2,594,990Expenses 2021: $2,496,861Net Income 2021: $98,1292021Revenue 2022: $3,291,027Expenses 2022: $2,150,436Net Income 2022: $1,140,5912022Revenue 2023: $2,515,366Expenses 2023: $2,995,445Net Income 2023: -$480,0792023Revenue 2024: $5,269,116Expenses 2024: $3,333,093Net Income 2024: $1,936,0232024

Highlighted filing

2018

Revenue$6,184,273
Expenses$6,795,558
Net Income-$611,285
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$6,257,443
Mission and Program Overview

Mission

Empowering women to break the cycles of poverty, addiction, and human trafficking.

Provide supportive services and education that assist urban women, children, families, and communities to realize their greatest potential.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,437,235$851,990▼ $2,585,245
Accounts Receivable$449,458$615,208▲ $165,750
Land, Buildings, and Equipment, Net$629,550$500,710▼ $128,840
Pledges and Grants Receivable$199,000$159,200▼ $39,800
Prepaid Expenses and Deferred Charges$62,422$55,077▼ $7,345
Cash and Non-Interest-Bearing Accounts$53,647$26,599▼ $27,048
Total Assets$6,665,062$3,956,034▼ $2,709,028
Other Assets Total$1,833,750$1,747,250▼ $86,500
Liabilities
Accounts Payable and Accrued Expenses$753,309$709,493▼ $43,816
Mortgage Notes Payable Secured by Investment Property$2,245,000$415,000▼ $1,830,000
Other Liabilities$408,439$412,255▲ $3,816
Total Liabilities$3,406,748$1,536,748▼ $1,870,000
Net Assets / Fund Balance
Unrestricted Net Assets$2,650,771$1,883,587▼ $767,184
Temporarily Rstr Net Assets$607,543$535,699▼ $71,844
Total Net Assets Fund Balance$3,258,314$2,419,286▼ $839,028
Total Liabilities and Net Assets / Fund Balance$6,665,062$3,956,034▼ $2,709,028

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$192,212$740,023$932,235
Leasehold Improvements$198,618$401,436$600,054
Equipment$109,880$265,508$375,388
Other Assets Org$1,747,250--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$540,175-▼ $19,095$224,276$296,804
2017$535,916-▲ $21,536$17,277$540,175
2016$495,157-▲ $40,759-$535,916
2015$501,803-▼ $6,646-$495,157
2014$1,968,374$-1,495,356▲ $28,785-$501,803
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Beth SchwartzPresident/CEOFT$167,278$11,582$178,860
Theresa MoonFinance DirectorFT$56,052$9,096$65,148

Board Members and Trustees

NameTitle
Kathryn HainesChair
Steve ToshVice Chair
Aftab PurevalTrustee
Charmaaine McGuffeyTrustee
Deana TaylorTrustee
Deanna WebsterTrustee
Faith TupmanTrustee
George Wharton PHDTrustee
James CanfieldTrustee
Kathy RamboTrustee
Lisa StrikerTrustee
Maria SagratiTrustee
Ryan L BrownTrustee
Shay CraigTrustee
Shirley YoshidaTrustee
Stephen TaylorTrustee
Susana ChamleeTrustee
Tiffani JacksonTrustee
Myron HughesTrustee - Exited 3/1/18
Ryan WalkerSecretary
Brian L McDonaldTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,946,934
Program Service Revenue
$173,550
Investment Income
$127,579
Other Revenue
$-63,790
All Other Contributions
$517,194
Change in Net Assets
$-611,285

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeReported AmountValuation Method
Other Non Cash Contri Table$58,116Cost
Food Inventory$44,106Cost
Other Non Cash Contri Table$14,057Cost
Total Noncash Contributions$116,279-

Audited Revenue Reconciliation

Revenue per Audited Statements
$6,184,273
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-129,798
Total Revenue per Audited Statements
$6,054,475
Total Revenue per Form 990
$6,184,273
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,330,391
Other Expenses$2,465,167
Total Fundraising Expense$250,274
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,893,610$263,621$141,073$3,298,304
Fees for Services Other$380,629$150,291$59,837$590,757
Other Employee Benefits$378,627$61,217$14,320$454,164
Payroll Taxes$278,237$42,281$13,397$333,915
Occupancy$328,087-$300$328,387
Office Expenses$311,439$2,910$1,406$315,755
Current Officers, Directors, Trustees, and Key Employees-$244,008-$244,008
Depreciation Depletion$148,140$67,200-$215,340
Information Technology$59,519$13,820$5,505$78,844
Insurance$35,032$32,878$1,214$69,124
Interest-$67,919-$67,919
Payments to Affiliates$50,106--$50,106
Conferences and Meetings$18,246$9,171$6,056$33,473
Travel$22,990$1,964$118$25,072
Other Expenses$10,090$4,955$2,057$17,102
Total Functional Expenses$5,567,375$977,909$250,274$6,795,558

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$6,893,503
Expenses per Audited Statements$6,795,557
Total Expenses per Form 990$6,795,557
Expenses Not Reported on Form 990$97,946
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$73,170
Fundraising Gross Income$5,775
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Launch the Line$103,982$5,775$21,891$-16,116
Total Events$103,982$5,775$73,170$-67,395
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Refundable Advances$412,255
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

“Reviewed by the executive staff and the finance and audit committee.”

Form 990, Part VI, Section B, line 12C

“The President/CEO and the board chair monitor operations and transactions for potential conflicts of interest through direct conversations and executive committee inquiries.”

Form 990, Part VI, Section B, line 15

“In November 2017, the CEO's salary was established by the Executive Committee in consultation with an independent professioanal recruitment firm. The executive committee reviews the performance of the CEO and recommends any changes in compensation based on the commensurate salary data. Other key employees are reviewed by the CEO using salary data from comparable positions.”

Form 990, Part VI, Section C, line 19

“These documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Cincinnati Union Bethel
EIN
31-0536655
Phone
5137686908
Address
2401 Reading Road, Cincinnati, OH 45202

Signing Officer

Name
Beth Schwartz
Title
President/CEO
Phone
5137686908
Signed
2019-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Beth Schwartz
Formed
1830
Legal Domicile
Oh
Voting Board Members
20
Independent Board Members
20
Employees
115
Volunteers
250

Preparer

Firm
Barnes Dennig & Co LTD
Address
150 East Fourth Street, Cincinnati, OH 45202
Preparer
Paula Hume
Phone
5132418313
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C:

“There were no changes in the process during the year.”

Financial Statement Notes

Part X, Line 2:

“The Organization is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and a similar provision of Ohio law. However, the Organization is subject to federal income tax on any unrelated business taxable income. The Organization's IRS Form 990 is subject to review and examination by federal and state authorities. The Organization believes it has appropriate support for any tax positions taken, and therefore, does not have any uncertain income tax positions that are material to the consolidated financial statements.”

Part XI, Line 2D - Other Adjustments:

“Fundraising Expenses 73,170.”

Part XII, Line 2D - Other Adjustments:

“Fundraising expenses 73,170.”

Raw XML AppendixShowing 400 of 726 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Desc0Early learning academies for more than 38 years, CUB has offered quality education through its four preschools that prepare 3 to 5 year old children physically, socially, and academically for successful entry into kindergarten. In addition, the program delivers supportive services to their families. For the 2017-2018 school year, our preschools offered award-winning learning and development experiences to 515 children. Our early learning academies allow children from families living in poverty the opportunity to reach critical developmental milestones, receive healthy meals every day, and learn from a research-based, child-centered curriculum . All four of CUB's preschools are 5-star "step up to quality" rated by the Ohio Department of Job and Family Services the highest rating possible. Three of the preschools are also part of the head start program, which assures compliance with national performance standards. In addition to excellent education, we care for students' health and nutrition and work closely with their families to encourage stable and supportive home environments and engage them in needed community resources. During the 2017-18 school year, students in our preschools improved in every domain we measured. According to Spring 2018, teaching strategies gold assessments, 87% of students showed social-emotional school readiness, 84% demonstrated cognitive readiness, 81% showed literacy readiness, and 77% showed mathematics readiness . We achieved an impressive 81% of children ready for kindergarten, more than double the Ohio rate of 40%. In addition, 100% of children received appropriate preventative healthcare 99.8% of children were on track for immunizations. Funding for the program comes from Head Start, Ohio Department of Education, Hamilton Co. Jobs and Family Services, United Way of Greater Cincinnati, Levy funds from Cincinnati preschool promise and foundation grants.
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IRS990/Form990PartVIISectionAGrp/PersonNm12Faith Tupman
IRS990/Form990PartVIISectionAGrp/PersonNm13Deanna Webster
IRS990/Form990PartVIISectionAGrp/PersonNm14George Wharton PHD
IRS990/Form990PartVIISectionAGrp/PersonNm15Shirley Yoshida
IRS990/Form990PartVIISectionAGrp/PersonNm16Myron Hughes
IRS990/Form990PartVIISectionAGrp/PersonNm17Kathryn Haines
IRS990/Form990PartVIISectionAGrp/PersonNm18Steve Tosh
IRS990/Form990PartVIISectionAGrp/PersonNm19Brian L McDonald
IRS990/Form990PartVIISectionAGrp/PersonNm20Ryan Walker
IRS990/Form990PartVIISectionAGrp/PersonNm21Beth Schwartz
IRS990/Form990PartVIISectionAGrp/PersonNm22Theresa Moon
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt21167278
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt2256052
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt14Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt15Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt16Trustee - Exited 3/1/18
IRS990/Form990PartVIISectionAGrp/TitleTxt17Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt18Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt19Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt20Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt21President/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt22Finance Director
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01830
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd01
IRS990/FundraisingAmt098207
IRS990/FundraisingDirectExpensesAmt073170
IRS990/FundraisingGrossIncomeAmt05775
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt020
IRS990/GovernmentGrantsAmt05164833
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt06257443
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt020
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt05505
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt013820
IRS990/InformationTechnologyGrp/ProgramServicesAmt059519
IRS990/InformationTechnologyGrp/TotalAmt078844
IRS990/InsuranceGrp/FundraisingAmt01214
IRS990/InsuranceGrp/ManagementAndGeneralAmt032878
IRS990/InsuranceGrp/ProgramServicesAmt035032
IRS990/InsuranceGrp/TotalAmt069124
IRS990/InterestGrp/ManagementAndGeneralAmt067919
IRS990/InterestGrp/TotalAmt067919
IRS990/InvestmentIncomeGrp/ExclusionAmt0127579
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0127579
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03437235
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0851990
IRS990/IRPDocumentCnt015
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt01406967
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0629550
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0500710
IRS990/LandBldgEquipCostOrOtherBssAmt01907677
IRS990/LegalDomicileStateCd0OH
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Provide supportive services and education that assist urban women, children, families, and communities to realize their greatest potential.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt02245000
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt0415000
IRS990/NetAssetsOrFundBalancesBOYAmt03258314
IRS990/NetAssetsOrFundBalancesEOYAmt02419286
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-67395
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-67395
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-227744
IRS990/NoncashContributionsAmt0116279
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt0300
IRS990/OccupancyGrp/ProgramServicesAmt0328087
IRS990/OccupancyGrp/TotalAmt0328387
IRS990/OfficeExpensesGrp/FundraisingAmt01406
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt02910
IRS990/OfficeExpensesGrp/ProgramServicesAmt0311439
IRS990/OfficeExpensesGrp/TotalAmt0315755
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01833750
IRS990/OtherAssetsTotalGrp/EOYAmt01747250
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt014320
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt061217
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0378627
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0454164
IRS990/OtherExpensesGrp/Desc0Transportation
IRS990/OtherExpensesGrp/Desc1Donated Supplies
IRS990/OtherExpensesGrp/Desc2Equipment
IRS990/OtherExpensesGrp/Desc3Miscellaneous
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt14991
IRS990/OtherExpensesGrp/FundraisingAmt22057
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt115674
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt24955
IRS990/OtherExpensesGrp/ProgramServicesAmt0481097
IRS990/OtherExpensesGrp/ProgramServicesAmt1116278
IRS990/OtherExpensesGrp/ProgramServicesAmt255248
IRS990/OtherExpensesGrp/ProgramServicesAmt310090
IRS990/OtherExpensesGrp/TotalAmt0481097
IRS990/OtherExpensesGrp/TotalAmt1116278
IRS990/OtherExpensesGrp/TotalAmt275913
IRS990/OtherExpensesGrp/TotalAmt317102
IRS990/OtherLiabilitiesGrp/BOYAmt0408439
IRS990/OtherLiabilitiesGrp/EOYAmt0412255
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0Miscellaneous Revenue
IRS990/OtherRevenueMiscGrp/ExclusionAmt03605
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt03605
IRS990/OtherRevenueTotalAmt03605
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0141073
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0263621
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02893610
IRS990/OtherSalariesAndWagesGrp/TotalAmt03298304
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt050106
IRS990/PaymentsToAffiliatesGrp/TotalAmt050106
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt013397
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt042281
IRS990/PayrollTaxesGrp/ProgramServicesAmt0278237
IRS990/PayrollTaxesGrp/TotalAmt0333915
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0199000
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0159200
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt062422
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt055077
IRS990/PrincipalOfficerNm0Beth Schwartz
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0Program Revenue
IRS990/ProgramServiceRevenueGrp/Desc1Developer Fee
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0133501
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt140049
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0133501
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt140049
IRS990/ProgSrvcAccomActy2Grp/Desc0Residence Services - Founded in 1909, The Anna Louise Inn provides safe and affordable housing for women who would otherwise be homeless due to lack of income, mental health issues, or substance abuse. During 2018, The Anna Louise Inn housed 102 women between the ages of 24 and 87. All were economically disadvantaged, with most living on incomes below the federal poverty level. With Greater Cincinnati Behavioral Services counselors on-site, 73% of the residents participated in case management and other mental health and/or substance abuse services. After 106 years at its original Lytle Park location, Anna Louise Inn moved into a new facility in Mt. Auburn in June 2015 with 85 furnished efficiency apartments. The new Anna Louise Inn features 24 hour internal and external security to provide safety, a gazebo, gardens, and landscaping that create a peaceful oasis in the city and supportive services that help residents gain more stability. Anna Louise Inn programming incorporates activities that promote health/wellness, community engagement, sewing and quilting, healthy cooking classes and fitness groups that educate and motivate women's self-sufficiency. Ann Louise Inn is not just a set of apartments, but a comprehensive program designed to serve the complex needs of Cincinnati's most vulnerable women. Funding for the programming comes from the City of Cincinnati and Foundation grants.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0866489
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt040049
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt05389341
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0228340
IRS990/PYOtherExpensesAmt02906248
IRS990/PYOtherRevenueAmt059892
IRS990/PYProgramServiceRevenueAmt062527
IRS990/PYRevenuesLessExpensesAmt0-1033213
IRS990/PYSalariesCompEmpBnftPaidAmt03867065
IRS990/PYTotalExpensesAmt06773313
IRS990/PYTotalProfFndrsngExpnsAmt00

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,956,034
Liabilities
$1,536,748
Net assets
$2,419,286
Revenue
$6,184,273
Expenses
$6,795,558
Net income
-$611,285
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.38$0.64$4.74$5.27$3.33$1.94
2023Detailed filing. Detailed filing data is available for this year.$3.44$0.65$2.79$2.52$3.00$0.48
2022Detailed filing. Detailed filing data is available for this year.$3.93$0.68$3.24$3.29$2.15$1.14
2021Detailed filing. Detailed filing data is available for this year.$2.83$0.69$2.13$2.59$2.50$0.10
2020Detailed filing. Detailed filing data is available for this year.$2.80$0.77$2.03$3.24$2.78$0.46
2019Detailed filing. Detailed filing data is available for this year.$2.52$0.95$1.57$3.44$4.38$0.94
2018Detailed filing. Detailed filing data is available for this year.$3.96$1.54$2.42$6.18$6.80$0.61
2017Detailed filing. Detailed filing data is available for this year.$6.67$3.41$3.26$5.74$6.77$1.03
2016Detailed filing. Detailed filing data is available for this year.$6.55$2.45$4.10$5.93$6.13$0.20
2015Detailed filing. Detailed filing data is available for this year.$6.63$2.17$4.46$7.14$5.67$1.48
2014Detailed filing. Detailed filing data is available for this year.$5.53$2.33$3.20$5.43$5.72$0.29
2013Detailed filing. Detailed filing data is available for this year.$5.34$1.88$3.46$5.69$5.78$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.15$1.93$3.22$5.80
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.97$1.66$3.31$6.12
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.13$1.47$3.66$6.18