2024-11-13T09:57:32+00:00 2023-12-31 440160260 Forvis Mazars LLP 111 E Wayne Street Suite 600 Fort Wayne IN 46802 990 2023-01-01 341612437 FRANCISCAN SHELTERS FRAN 4197274848 PO BOX 5930 TOLEDO OH 436130930 DEIDRA LASHLEY EXECUTIVE DIRECTOR 4197274848 2024-11-13 true true Lauren Denton P01571860 2604604000 2024-11-13 2023 2024-10-15 13:58:12Z BETHANY HOUSE DEIDRA LASHLEY PO BOX 5930 TOLEDO OH 436130930 1904185 false 0928 X WWW.BETHANYHOUSETOLEDO.ORG X 1988 OH PROVIDE LONG-TERM TRANSITIONAL SHELTER AND ADVOCACY TO DOMESTIC VIOLENCE SURVIVORS AND THEIR CHILDREN. 13 12 23 167 0 0 853944 1083320 43905 52940 29617 109840 0 0 927466 1246100 29137 29215 0 0 464372 506349 0 0 39652 214485 224822 707994 760386 219472 485714 1863738 2409695 97404 35854 1766334 2373841 THE MISSION OF BETHANY HOUSE IS TO EMPOWER SURVIVORS OF DOMESTIC VIOLENCE AND THEIR CHILDREN BY PROVIDING LONG-TERM TRANSITIONAL SHELTER AND ADVOCACY TO MAXIMIZE SAFETY, ENSURE ACCESS TO RESOURCES, AND RESTORE HOPE WITH DIGNITY AND RESPECT. false false 547104 52940 FRANCISCAN SHELTERS PROVIDED SAFE SHELTER AND OTHER SERVICES TO 23 ADULTS AND 29 CHILDREN DURING 2023 FOR A TOTAL OF 12,200 TOTAL NIGHTS. STAFF AT FRANCISCAN SHELTERS CONDUCTED 6,300 INDIVIDUAL ADVOCACY CONTACTS DURING 2023. DURING 2023, 51 INDIVIDUALS WERE SERVED AS PART OF THE STEP-UP EXTENDED ADVOCACY PROGRAMMING. 29215 29215 FRANCISCAN SHELTERS AND MAZIE FOUNDATION HAVE COME TOGETHER IN A COLLABORATIVE EFFORT TO PROVIDE THE MEANS FOR RESIDENTS TO MOVE FORWARD BY DEVELOPING A CAR GIFTING PROGRAM. DURING 2023, 4 FRANCISCAN SHELTERS RESIDENTS WERE AWARDED A CAR. 576319 true true false false false false false false true true false false false true false true false false false false false false false true false false false true false false false false false false false false false false false false false false true false false false true 0 0 23 true false false false false false false false false false false false false X 13 12 false false false false true true true true true false false true true true true true true true false false OH X DEIDRA LASHLEY 4197274948 6832 CONVENT BLVD SYLVANIA OH 43560 ASHLEY REICHLIN CHAIRPERSON 1.0 0 X X 0 0 0 BRANDI DONIERE SECRETARY 1.0 0.0 X X 0 0 0 DAVID KREIENKAMP VICE CHAIRPERSON 1.0 0 X X 0 0 0 DEIDRA LASHLEY EXECUTIVE DIRECTOR 40.0 0 X X 81416 0 11666 GRETCHEN ZIENTEK TREASURER 1.0 0 X X 0 0 0 BRAD GROSTEFFON TRUSTEE 1.0 0 X 0 0 0 BRADLEY REIGER TRUSTEE (END 03/23) 1.0 0 X 0 0 0 CAROL RAUHUT TRUSTEE (START 11/23) 1.0 0 X 0 0 0 DR TINA JINDAL TRUSTEE (START 02/23) 1.0 0 X 0 0 0 ESPERANZA GREEN TRUSTEE 1.0 0 X 0 0 0 GEORGE KRAL TRUSTEE (START 02/23) 1.0 0 X 0 0 0 JENNIFER ERICKSON ESQ TRUSTEE 1.0 0 X 0 0 0 QUINTINA HUFF TRUSTEE (START 11/23) 1.0 0 X 0 0 0 SR VALERIE GRONDIN TRUSTEE 1.0 40.0 X 0 0 0 81416 0 11666 0 false false false 0 52127 561981 469212 1083320 Rental Income 531310 52940 52940 0 0 0 0 52940 37465 37465 0 0 730460 658085 72375 0 72375 72375 52127 0 0 0 0 0 1246100 52940 0 109840 0 0 29215 29215 0 0 0 0 93082 23271 46541 23270 315278 297309 11971 5998 10219 9552 462 205 53119 52921 198 0 34651 29725 2997 1929 0 0 0 0 0 0 0 0 34250 0 34250 0 0 0 0 0 0 0 6754 0 6754 0 8840 3675 4761 404 2267 0 2267 0 7841 384 7241 216 0 0 0 0 0 0 0 0 94494 74876 12103 7515 14048 8855 5193 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 9537 9235 302 0 17781 11475 6306 0 CLIENT ASSISTANCE 19686 18629 1057 0 PROGRAM EXPENSE 7192 6924 153 115 STAFF/VOLUNTEER APPRECIATION 2132 273 1859 0 0 0 0 0 760386 576319 144415 39652 0 0 0 0 633266 424326 36967 80057 0 0 9414 18568 203687 153543 59681 50144 1114358 1828574 0 0 10052 8026 1863738 2409695 33186 31354 60268 0 0 3950 4500 97404 35854 X 1757495 2356621 8839 17220 1766334 2373841 1863738 2409695 485714 121793 0 X false true X true false X 853142 954580 839133 853944 1083320 4584119 0 0 0 0 0 0 0 0 0 0 0 0 853142 954580 839133 853944 1083320 4584119 0 4584119 55085 88493 167354 73522 162780 547234 0 0 0 0 0 0 0 0 0 0 0 0 5131353 0 0.8934 0.906 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8839 50400 42019 17220 28270 21400 40831 8839 17972 45500 35202 28270 18022 23547 23597 17972 9337 30280 21595 18022 0.0 0.0 1.0 false false 62147 33255 28892 141540 120288 21252 50144 Security Deposits Held 4500 4500 1488853 121793 120960 0 0 242753 1246100 0 0 0 1246100 881346 120960 0 0 0 120960 760386 0 0 0 760386 Schedule D, Part V, Line 4 THE ENDOWMENT FUND IS TEMPORARILY RESTRICTED NET ASSETS THAT ARE TO BE USED FOR THE CAR PROGRAM AND FOR THE BIRTHDAY & COMPUTER FUND. Schedule D, Part XIII ASC 740 FOOTNOTE MANAGEMENT HAS EVALUATED THEIR INCOME TAX POSITIONS UNDER THE GUIDANCE INCLUDED IN ASC 740. BASED ON THEIR REVIEW, MANAGEMENT HAS NOT IDENTIFIED ANY MATERIAL UNCERTAIN TAX POSITIONS TO BE RECORDED OR DISCLOSED IN THE FINANCIAL STATEMENTS. CELEBRITY WAIT NIGHT 52127 52127 0 0 0 0 0 0 0 0 0 52127 52127 0 0 0 0 0 0 0 0 0 true VEHICLES GRANTED TO INDIVIDUALS 4 0 29215 FMV CAR GIFTING PROGRAM Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. FRANCISCAN SHELTERS RARELY RECEIVES GRANT FUNDING IN ADVANCE; RATHER, THEY SUBMIT REPORTS PERIODICALLY DURING THE GRANT PERIOD TO REQUEST DRAWS ON AUTHORIZED GRANTS. APPROVAL OF FUNDING IS RECEIVED AND PROGRAMMING PLANS ARE MADE BY STAFF TO APPROPRIATELY SPEND THE GRANT FUNDS. BASED ON EACH SPECIFIC CRITERIA OUTLINED IN THE GRANT AWARD LETTER, THE EXECUTIVE DIRECTOR AND ACCOUNTANT PREPARE PERIODIC REPORTS OF EXPENSES PERTAINING TO THE GRANT AND SUBMIT TO THE FUNDING AGENCY FOR REIMBURSEMENT. Form 990, Part VI, Line 6 Classes of members or stockholders THE MEMBERSHIP OF THE CORPORATION CONSISTS OF ONE (1) CLASS AND THE ONLY MEMBER OF THE CORPORATION SHALL BE SYLVANIA FRANCISCAN MINISTRIES, AN OHIO NON-PROFIT CORPORATION. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE RESERVED POWERS EXERCISABLE BY THE MEMBER ALONE - ACTION BY SYLVANIA FRANCISCAN MINISTRIES IN ITS CAPACITY AS SOLE MEMBER OF THE CORPORATION SHALL BE REQUIRED, AND SHALL BE SUFFICIENT TO ELECT THE TRUSTEES OF THE CORPORATION AS PROVIDED IN THE BYLAWS, AND TO REMOVE THEM AT WILL, WITH OR WITHOUT CAUSE AS PROVDED IN THE BYLAWS; AND TO ELECT AND REMOVE THE CHAIRPERSON AND THE PRESIDENT OF THE CORPORATION AS PROVIDED IN THE BYLAWS. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders THE RESERVED POWERS EXERCISABLE BY THE MEMBER ALONE-ACTION BY THE MEMBER OF THE CORPORATION SHALL BE REQUIRED AND SHALL BE SUFFICIENT: A) TO ADOPT OR CHANGE THE PHILOSOPHY, OBJECTIVES, PURPOSES OR ETHICAL OR RELIGIOUS STANDARDS OF THE CORPORATION AND OF ORGANIZATIONS CONTROLLED BY THE CORPORATION; B) TO REMOVE THE TRUSTEES AT WILL, WITH OR WITHOUT CAUSE AS PROVIDED IN ARTICLE V, SECTION 2; C) TO ELECT, APPOINT AND REMOVE ANY OFFICER AND CHAIRPERSON OF ANY COMMITTEE OF THE CORPORATION; D) TO AMEND OR REPEAL THE ARTICLES OF INCORPORATION AND THE CODE OF REGULATIONS OF THE CORPORATION AS PROVIDED IN ARTICLE XII; E) TO DISSOLVE OR TERMINATE THE EXISTENCE OF THE CORPORATION OR TO REVOKE ANY PROCEEDING FOR ITS VOLUNTARY DISSOLUTION AND TO DETERMINE THE DISTRIBUTION OF ASSETS UPON ANY APPROVED DISSOLUTION OR TERMINATION IN ACCORDANCE WITH THE ARTICLES OF INCORPORATION; F) TO SATISFY ALL REQUIREMENTS APPLICABLE TO NONPROFIT CORPORATIONS UNDER STATE LAW; G) TO TAKE ANY ACTION NECESSARY TO CONFORM THE PURPOSES AND ACTIVITIES OF THE CORPORATION AND OF ORGANIZATIONS CONTROLLED BY THE CORPORATION WITH THE TRADITIONS, TEACHINGS AND CANON LAW OF THE ROMAN CATHOLIC CHURCH AS THEY MAY BE IN EFFECT FROM TIME TO TIME; H) TO APPROVE ANY TRANSACTION, AGREEMENT, ARRANGEMENT OR CLAIM TO WHICH THE CORPORATION IS A PARTY THAT INVOLVES A POTENTIAL CONFLICT OF INTEREST AS DEFINED IN ARTICLE IX; I) TO APPROVE ANY MERGER OR CONSOLIDATION OF THE CORPORATION AND ANY SALE OF SUBSTANTIALLY ALL OF ITS ASSETS; J) TO AUTHORIZE THE CREATION OF ANY SUBSIDIARY ORGANIZATION OR THE AFFILIATION OF THE CORPORATION WITH ANY OTHER ENTITY FOR THE PURPOSE OF THE JOINT CONDUCT OF BUSINESS OR OTHER PROGRAMS, WHETHER IN THE FORM OF PARTICIPATION IN A CORPORATION, PARTNERSHIP, JOINT VENTURE, CO TENANCY OR ANY OTHER FORM OF OWNERSHIP OR CONTROL; K) TO APPROVE THE CONVEYANCE OF REAL PROPERTY OR THE GRANTING OF MORTGAGES OR TRUST DEEDS OR THE CREATION OF OTHER LIENS UPON ANY REAL PROPERTY OWNED BY THE CORPORATION; L) TO APPROVE CONVEYING ANY TANGIBLE PERSONAL PROPERTY, INCURRING ANY DEBT OR SERIES OF DEBTS, GUARANTEEING OF ANY DEBT OR SERIES OF DEBTS, OR THE GRANTING OF ANY SECURITY INTEREST OR OTHER LIEN IN THE PROPERTY OF THE CORPORATION IN EXCESS OF THE AMOUNT PRESCRIBED FROM TIME TO TIME BY THE MEMBER; M) TO APPROVE ANY CAPITAL EXPENDITURE OR GRANT, OR SERIES OF CAPITAL EXPENDITURES OR GRANTS IN EXCESS OF THE AMOUNT PRESCRIBED FROM TIME TO TIME BY THE MEMBER; N) TO APPROVE THE ANNUAL OPERATING AND CAPITAL BUDGETS OF THE CORPORATION AND RELATED ORGANIZATIONS; O) TO APPROVE THE ADDITION OR TERMINATION OF SERVICES; P) TO APPROVE THE CORPORATION'S AUDITOR; Q) TO APPROVE THE CORPORATION'S STRATEGIC PLAN; R) TO APPROVE THE POWER OF APPROVAL RESERVED BY THE CORPORATION OVER ACTIONS OF THE GOVERNING BODIES OF ITS SUBSIDIARY ORGANIZATIONS OR AFFILIATED ENTITIES; AND S) TO APPROVE ANY OTHER ACT FOR WHICH MEMBERSHIP APPROVAL IS REQUIRED UNDER APPLICABLE CANON OR CIVIL LAW, THE ARTICLES OF INCORPORATION, OR THIS CODE OF REGULATIONS. Form 990, Part VI, Line 11b Review of form 990 by governing body THE BOARD OF TRUSTEES RECEIVES A COPY OF THE ENTIRE FORM 990, AS ULTIMATELY FILED WITH THE IRS, FOR REVIEW PRIOR TO FILING WITH THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy THE WRITTEN CONFLICT OF INTEREST POLICY IS REGULARLY AND CONSISTENTLY MONITORED AND COMPLIANCE IS ENFORCED BY THE EXECUTIVE DIRECTOR. THE SCOPE OF THIS POLICY INCLUDES ALL BOARD MEMBERS AND KEY EMPLOYEES. THE POLICY IS IN PLACE TO PREVENT ANY CONFLICTS OF INTEREST FROM ARISING AND TO DOCUMENT/DETECT IF THERE ARE ANY ISSUES. THE COVERED PERSONS ARE TO REFRAIN FROM VOTING ON ANY TYPES OF ACTIONS THAT THEY WOULD HAVE AN INTEREST IN. A SELF DISCLOSURE FROM COVERED PERSONS TO THE EXECUTIVE DIRECTOR IS REQUIRED ON ANY POTENTIAL CONFLICTS OF INTEREST. THE COVERED PERSONS ARE TO RECUSE FROM PARTICIPATING IN ANY DELIBERATION OR DECISIONS ON SUCH TRANSACTIONS. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE FINANCE COMMITTEE OF THE BOARD OF TRUSTEES REVIEWS THE EXECUTIVE DIRECTOR'S SALARY ANNUALLY. THE COMMITTEE RECEIVED AN INDEPENDENT COMPARABLE WAGE SURVEY IN ORDER TO EFFECTIVELY COMPLETE THE REVIEW PROCESS. THE FINANCE COMMITTEE MAKES THEIR RECOMMENDATION TO THE FULL BOARD OF TRUSTEES, WHO HAS THE FINAL APPROVAL. THIS PROCESS IS DOCUMENTED IN THE MEETING MINUTES AND WAS LAST PERFORMED IN 2023. Form 990, Part VI, Line 18 How forms are made available to the public FRANCISCAN SHELTERS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE AT OUR OFFICES UPON REQUEST. ACCESS TO THE FORM 990 IS ALSO MADE AVAILABLE VIA GUIDESTAR AND FRANCISCAN SHELTERS WEBSITE. PUBLIC REQUEST CAN BE MADE TO THE FOLLOWING PERSON: DEIDRA LASHLEY P.O. BOX 5930, TOLEDO, OH 43613-0930, 419-727-4948. Form 990, Part VI, Line 19 Required documents available to the public FRANCISCAN SHELTERS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE AT OUR OFFICES UPON REQUEST. ACCESS TO THE FORM 990 IS ALSO MADE AVAILABLE VIA GUIDESTAR AND FRANCISCAN SHELTERS WEBSITE. PUBLIC REQUEST CAN BE MADE TO THE FOLLOWING PERSON: DEIDRA LASHLEY P.O. BOX 5930, TOLEDO, OH 43613-0930, 419-727-4948. SYLVANIA FRANCISCAN MINISTRIES (SFM) 6832 CONVENT BLVD SYLVANIA OH 43560 473544114 RELIGIOUS OH 501(c)(3) 7 SSF false SISTERS OF ST FRANCIS FOUNDATION 6832 CONVENT BLVD SYLVANIA OH 43560 473539212 RELIGIOUS OH 501(c)(3) 7 SSF false LOURDES UNIVERSITY 6832 CONVENT BLVD SYLVANIA OH 43560 341226547 HIGHER EDUCATION OH 501(c)(3) 2 SSF false FRANCISCAN PROPERTIES 6832 CONVENT BLVD SYLVANIA OH 43560 341412966 SENIOR HOUSING OH 501(c)(3) 10 SSF false SOPHIA CENTER INC 6832 CONVENT BLVD SYLVANIA OH 43560 341761656 MENTAL HEALTH OH 501(c)(3) 10 SSF false ROSARY CARE CENTER 6832 CONVENT BLVD SYLVANIA OH 43560 341931795 LONG TERM CARE FACILITY OH 501(c)(3) 7 SSF false false false true false false false false false false false true false false false false false false false false Schedule R, Part II FORM 990, SCHEDULE R, PART II: NAME OF RELATED ORGANIZATION: SYLVANIA FRANCISCAN MINISTRIES (SFM) DIRECT CONTROLLING ENTITY: SISTERS OF ST. FRANCIS OF SYLVANIA, OHIO, INC. NAME OF RELATED ORGANIZATION: SISTERS OF ST. FRANCIS FOUNDATION DIRECT CONTROLLING ENTITY: SISTERS OF ST. FRANCIS OF SYLVANIA, OHIO, INC. NAME OF RELATED ORGANIZATION: LOURDES UNIVERSITY DIRECT CONTROLLING ENTITY: SISTERS OF ST. FRANCIS OF SYLVANIA, OHIO, INC. NAME OF RELATED ORGANIZATION: FRANCISCAN PROPERTIES, INC. DIRECT CONTROLLING ENTITY: SISTERS OF ST. FRANCIS OF SYLVANIA, OHIO, INC. NAME OF RELATED ORGANIZATION: SOPHIA CENTER INC. DIRECT CONTROLLING ENTITY: SISTERS OF ST. FRANCIS OF SYLVANIA, OHIO, INC. NAME OF RELATED ORGANIZATION: ROSARY CARE CENTER DIRECT CONTROLLING ENTITY: SISTERS OF ST. FRANCIS OF SYLVANIA, OHIO, INC. Schedule R, Part II FORM 990, SCHEDULE R, PART II: THE RELATED TAX-EXEMPT ORGANIZATION ARE ALL MEMBERS OF GROUP EXEMPTION #0928.