Charity Review

Issued: April 2017 Expires: April 2019

Charity Seal Holder

Santa Maria Community Services, Inc.

Meets Standards
 
(513) 557-2730 617 Steiner Street, Cincinnati OH 45204-1327 www.SantaMaria-Cincy.org
  1. Conclusions
  2. Purpose
  3. Programs
  4. Governance & Staff
  5. Fund Raising
  6. Tax Status
  7. Financial
  8. BBB Comment
Conclusions

Santa Maria Community Services, Inc. meets the 20 Standards for Charity Accountability.

Purpose

To empower Greater Price Hill families as they achieve sustainable health, housing, and family life. 

Incorporated: 1897 in OH

Programs

Santa Maria Community Services offers early childhood development and parenting programs that connect parents with the resources to support their children and improve their circumstances.  These programs also encourage preschool education and prepare children for kindergarten through developmental screenings, parental support, advocacy, and home-based services.  Additionally, Santa Maria Community Services offers training for family child-care providers.  According to the organization, in 2015, 247 children under the ages three to five received immunizations and are ready for kindergarten. 

The Santa Maria Financial Opportunity Center offers free financial education to help individuals reach their financial goals. The service includes spending-plan development, banking help, credit information, and more. The Santa Maria Financial Opportunity Center helps individuals obtain employment, access safe and affordable housing, gain knowledge about positive financial products, and learn how to use resources and benefits wisely.  According to the organization, in 2015, 54 families were able to obtain affordable housing.

Santa Maria’s health and wellness services reach out to individuals within the Price Hill community who do not receive regular health care.  This service offers health education and resources for under-insured and uninsured individuals through home visits and various health sites.  In addition, this service helps individuals with the following: emergency prescription assistance; medications; free mental health counseling; Medicaid and food stamp application assistance; eyeglasses and eye exams; hearing aids and hearing exams; health improvement support; and educational activities. According to the organization, in 2015, 80 high-risk individuals attended regularly scheduled medical appointments.

 

For the fiscal year-ended December 31, 2015, Santa Maria Community Services' program expenses were: 

Early Childhood/Parenting                        1,319,318

Workforce Development                              877,571

Immigrant & Wellness                                  251,156

Americorps                                                    348,249

Youth                                                               190,670

Total Program Expenses                     $2,986,964

 


Governance & Staff

Board Chair: Mr. Jorge Seda Business Affiliation: GE Aircraft Engines

CEO: Mr. H. A. Musser Jr., President & CEO

Board Size: 19

Staff: 70

Fund Raising
Method(s) used: Direct Mail Appeals Invitations to Fundraising Events Grant Proposals Internet Appeals Cause-Related Marketing Appeals via Social Media (Facebook, etc.)

% of Related Contributions on Fundraising: 9.37%

Tax Status

This organization is tax-exempt under section 501(c)(3) of the Internal Revenue Code. It is eligible to receive contributions deductible as charitable donations for federal income tax purposes.

Financial

The following information is based on Santa Maria Community Services, Inc. Audited Financial Statements for the fiscal year ending Thursday, December 31, 2015.

Source of Funds
United Way Allocations $979,165
Contributions $941,029
Special events (net of direct cost of 24,389) $44,037
Investment Return ($4,676)
In-Kind Donations $2,110
Government Grants $1,531,060
Service Fees $167,529
Total Income: $3,660,254
 
Fusion Chart
 
Program Expenses: $2,986,964
Fundraising Expenses: $235,984
Administrative Expenses: $466,141
Total Expenses: $3,689,089
 
Income in Excess of Expenses: ($28,835)
 
Beginning Net Assets: $1,584,024
Ending Net Assets: $1,604,248
Total Liabilities: $174,865
Total Assets: $1,604,248

BBB Comment

BBB Accredited Charity Seal Holder since 06/18/2008.

BBB has determined that in addition to meeting BBB's 20 Standards for Charity Accountability, Santa Maria Community Services, Inc. adheres to the BBB Code of Business Practices, which includes a commitment to make a good faith effort to resolve any complaints. Charities that display the BBB Accredited Charity Seal pay a fee for review / monitoring and for support of BBB's services to the public. 

BBB accreditation does not mean that the charity's programs or services have been evaluated or endorsed by BBB or that BBB has made a determination as to the charity's competency in performing services.

 

Locations: 

Sedamsville Center
Administration; AmeriCorps
617 Steiner Avenue
Cincinnati, OH 45204

Literacy Center West
Workforce Orientation; GED Services; Financial Coaching
3208 Warsaw Avenue
Cincinnati, OH 45205

Financial Opportunity Center
Employment Services, Financial Coaching, Housing Supports
2918 Price Avenue
Cincinnati, OH 45204

Griswold Center
Meeting Space
3214 Warsaw Avenue
Cincinnati, OH 45205

East Price Hill Center
Early Childhood; Health & Wellness
3301 Warsaw Avenue
Cincinnati, OH 45205

International Welcome Center
Immigrant Services; Roberts Academy
1702 Grand Avenue
Cincinnati, OH 45214

Joe Williams Family Center
Youth Development
2312 Glenway Avenue
Cincinnati, OH 45205


An organization may change its practices at any time without notice. A copy of this report has been shared with the organization prior to publication. It is not intended to recommend or deprecate, and is furnished solely to assist you in exercising your own judgment. If the report is about a charity and states the charity meets or does not meet the Standards for Charity Accountability, it reflects the results of an evaluation of information and materials provided voluntarily by the charity. The name Better Business Bureau is a registered service mark of the Council of Better Business Bureaus, Inc.

This report is not to be used for fund raising or promotional purposes.

Standards Legend

  • Meets Standards IconMeets Standards
  • Standards Not Met IconStandards Not Met
  • Did Not Disclose IconDid Not Disclose
  • Review in Progress IconReview in Progress
  • Unable to Verify IconUnable to Verify
Close

Standard 1: Board Oversight


Description:

Organizations shall have a board of directors that provides adequate oversight of the charity's operations and its staff. Indication of adequate oversight includes, but is not limited to, regularly scheduled appraisals of the CEO's performance, evidence of disbursement controls such as board approval of the budget, fund raising practices, establishment of a conflict of interest policy, and establishment of accounting procedures sufficient to safeguard charity finances.

Close

Standard 2: Board Size


Description:

Soliciting organizations shall have a board of directors with a minimum of five voting members.

Close

Standard 3: Board Meetings


Description:

An organization shall have a minimum of three evenly spaced meetings per year of the full governing body with a majority in attendance, with face-to-face participation. A conference call of the full board can substitute for one of the three meetings of the governing body. For all meetings, alternative modes of participation are acceptable for those with physical disabilities.

Close

Standard 4: Board Compensation


Description:

Not more than one or 10% (whichever is greater) directly or indirectly compensated person(s) serving as voting member(s) of the board. Compensated members shall not serve as the board's chair or treasurer.

Close

Standard 5: Conflict of Interest


Description:

No transaction(s) in which any board or staff members have material conflicting interests with the charity resulting from any relationship or business affiliation. Factors that will be considered when concluding whether or not a related party transaction constitutes a conflict of interest and if such a conflict is material, include, but are not limited to: any arm's length procedures established by the charity; the size of the transaction relative to like expenses of the charity; whether the interested party participated in the board vote on the transaction; if competitive bids were sought and whether the transaction is one-time, recurring or ongoing.

Close

Standard 6: Effectiveness Policy


Description:

Have a board policy of assessing, no less than every two years, the organization's performance and effectiveness and of determining future actions required to achieve its mission.

Close

Standard 7: Effectiveness Report


Description:

Submit to the organization's governing body, for its approval, a written report that outlines the results of the aforementioned performance and effectiveness assessment and recommendations for future actions.

Close

Standard 8: Program Expenses


Description:

Spend at least 65% of its total expenses on program activities.

Close

Standard 9: Fund Raising Expenses


Description:

Spending should be no more than 35% of related contributions on fund raising. Related contributions include donations, legacies, and other gifts received as a result of fund raising efforts.

Close

Standard 10: Accumulating Funds


Description:

Avoid accumulating funds that could be used for current program activities. To meet this standard, the charity's unrestricted net assets available for use should not be more than three times the size of the past year's expenses or three times the size of the current year's budget, whichever is higher.

Close

Standard 11: Audit Report


Description:

Make available to all, on request, complete annual financial statements prepared in accordance with generally accepted accounting principles. When total annual gross income exceeds $500,000, these statements should be audited in accordance with generally accepted auditing standards. For charities whose annual gross income is less than $500,000, a review by a certified public accountant is sufficient to meet this standard. For charities whose annual gross income is less than $250,000, an internally produced, complete financial statement is sufficient to meet this standard.

Close

Standard 12: Detailed Expense Breakdown


Description:

Include in the financial statements a breakdown of expenses (e.g., salaries, travel, postage, etc.) that shows what portion of these expenses was allocated to program, fund raising, and administrative activities. If the charity has more than one major program category, the schedule should provide a breakdown for each category.

Close

Standard 13: Accurate Expense Reporting


Description:

Accurately report the charity's expenses, including any joint cost allocations, in its financial statements. For example, audited or unaudited statements which inaccurately claim zero fund raising expenses or otherwise understate the amount a charity spends on fund raising, and/or overstate the amount it spends on programs will not meet this standard.

Close

Standard 14: Budget Plan


Description:

Have a board-approved annual budget for its current fiscal year, outlining projected expenses for major program activities, fund raising, and administration.

Close

Standard 15: Truthful Materials


Description:

Have solicitations and informational materials, distributed by any means, that are accurate, truthful and not misleading, both in whole and in part. Appeals that omit a clear description of program(s) for which contributions are sought will not meet this standard. A charity should also be able to substantiate that the timing and nature of its expenditures are in accordance with what is stated, expressed, or implied in the charity's solicitations.

Close

Standard 16: Annual Report


Description:

Have an annual report available to all, on request, that includes: (a) the organization's mission statement, (b) a summary of the past year's program service accomplishments, (c) a roster of the officers and members of the board of directors, (d) financial information that includes (i) total income in the past fiscal year, (ii) expenses in the same program, fund raising and administrative categories as in the financial statements, and (iii) ending net assets.

Close

Standard 17: Website Disclosures


Description:

Include on any charity websites that solicit contributions, the same information that is recommended for annual reports, as well as the mailing address of the charity and electronic access to its most recent IRS Form 990.

Close

Standard 18: Donor Privacy


Description:

Address privacy concerns of donors by (a) providing in written appeals, at least annually, a means (e.g., such as a check off box) for both new and continuing donors to inform the charity if they do not want their name and address shared outside the organization, (b) providing a clear, prominent and easily accessible privacy policy on any of its websites that tells visitors (i) what information, if any, is being collected about them by the charity and how this information will be used, (ii) how to contact the charity to review personal information collected and request corrections, (iii) how to inform the charity (e.g., a check off box) that the visitor does not wish his/her personal information to be shared outside the organization, and (iv) what security measures the charity has in place to protect personal information.

Close

Standard 19: Cause Marketing Disclosures


Description:

Clearly disclose how the charity benefits from the sale of products or services (i.e., cause-related marketing) that state or imply that a charity will benefit from a consumer sale or transaction. Such promotions should disclose, at the point of solicitation: (a) the actual or anticipated portion of the purchase price that will benefit the charity (e.g., 5 cents will be contributed to abc charity for every xyz company product sold), (b) the duration of the campaign (e.g., the month of October), (c) any maximum or guaranteed minimum contribution amount (e.g., up to a maximum of $200,000).

Close

Standard 20: Complaints


Description:

Respond promptly to and act on complaints brought to its attention by the BBB Wise Giving Alliance and/or local Better Business Bureaus about fund raising practices, privacy policy violations and/or other issues.