Cincinnati Union Bethel FY2020 filing

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

501(c)(3) charity; gifts are tax-deductible.
61¢ of each $1 spent went to programs.
$235K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $630K a year · 19% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
61%
of spending
Worth a look: 61% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$235K
to officers and key staff · 8% of spending
Looks good: pay to officers and key staff is 8% of spending; 15% or less.
Pt VII · Sec A
3 mo
of spending, in cash
Fine: 2.8 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $52K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$770K
28% of total assets
Looks good: liabilities are 28% of assets; 50% or less.
Pt X · Ln 26
Independent board members
17
of 17 voting members
Looks good: 17 of 17 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$3.2M
Spent
$2.8M
To programs
61%
Net assets
$2.0M
By yearFY2020–FY2024
Revenue
$3.2M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$3.2M
FY2021$2.6M
FY2022$3.3M
FY2023$2.5M
FY2024$5.3M
Expenses
$2.8M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$2.8M
FY2021$2.5M
FY2022$2.2M
FY2023$3.0M
FY2024$3.3M
Net assets
$2.0M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$2.0M
FY2021$2.1M
FY2022$3.2M
FY2023$2.8M
FY2024$4.7M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Feb 1942.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

61 cents of each dollar spent went to programs.

Program services 61% · $1.7M Management & general 30% · $843K Fundraising 9% · $244K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

19 people listed on the 990; $235K paid to officers and key staff.

Part VII, Section A · reportable compensation
President/CEO
$151,340Pt VII · Sec A
$83,601Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Beth Schwartz’s $176K as President/CEO is at the 83rd percentile of top reported officer pay among 3868 $1–10M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Beth Schwartz$176,275$175,248$145,150$143,157$151,340
Bralynda Watkins$92,535$88,203$81,984—$83,601

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Cincinnati Union Bethel executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Helps women escape poverty, addiction, and trafficking.

Questions for Cincinnati Union Bethel

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Your first name shows with your question. Cincinnati Union Bethel answers here, for everyone.

3 programs · $1.4M · in their own filed words · FY2020
01

CUB continues to offer quality education through one remaining preschool, which in 2020 was incorporated into a new CUB program, Cincinnati Scholar House. This program prepares 3 to 5 year-old children physically, socially, and academically for successful entry into kindergarten.

$838Kprogram expense
02

Residence 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 2020, The Anna Louise Inn housed 85 women between the ages of 19 and 87.

$285Kprogram expense
03

June 1, 2020 CUB added the Cincinnati Scholar House to its programs. The Scholar House is 44 units of 2 and 3 bedroom housing, specifically for single parents who are attending college, in pursuit of a degree. Scholar House housing is affordable and the program offers a variety of lifestyle trainings to support the parents.

$285Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2025
Total grants receivedfrom 2 funders$52K
Grants paid · 1 grant · $27K · 2024–2024
Unitemized GrantFY2024$27,393

Federal money

Single Audit · Federal Audit Clearinghouse · money spent from federal programs
Year ending Dec 2019 · $1.5M federal money spent
Head StartDepartment of Health and Human Services · ALN 93.600 · Through Cincinnati-Hamilton County Community Action$679K
Demonstration Grants for Domestic Victims of Severe Forms of Human TraffickingDepartment of Health and Human Services · ALN 93.327 · Through Family and Youth Services Bureau$468K
Child and Adult Care Food ProgramDepartment of Agriculture · ALN 10.558 · Through Ohio Department of Education$147K
Temporary Assistance for Needy FamiliesDepartment of Health and Human Services · ALN 93.558 · Through Hamilton County Job & Family Services$130K
Social Services Block GrantDepartment of Health and Human Services · ALN 93.667 · Through Hamilton County Job & Family Services$27K

Plus 1 smaller program.

The auditor reported 2 findings: a weakness in money controls.

Year ending Dec 2018 · $3.8M federal money spent
Head StartDepartment of Health and Human Services · ALN 93.600 · Through Cincinnati-Hamilton County Community Action Agency$2.9M
Education and Human ResourcesNational Science Foundation · ALN 47.076 · Through University of Cincinnati$311K
Demonstration Grants for Domestic Victims of Severe Forms of Human TraffickingDepartment of Health and Human Services · ALN 93.327 · Through Family and Youth Services Bureau$244K
Temporary Assistance for Needy FamiliesDepartment of Health and Human Services · ALN 93.558 · Through Hamilton Couty Job and Family Services$238K
Social Services Block GrantDepartment of Health and Human Services · ALN 93.667 · Through Hamilton Couty Job and Family Services$50K

Plus 2 smaller programs.

The auditor reported no findings.

Year ending Dec 2017 · $3.9M federal money spent
Head StartDepartment of Health and Human Services · ALN 93.600 · Through Cincinnati-Hamilton County Community Action Agency$2.9M
Demonstration Grants for Domestic Victims of Severe Forms of Human TraffickingDepartment of Health and Human Services · ALN 93.327 · Through Family and Youth Service Bureau$371K
Child and Adult Care Food ProgramDepartment of Agriculture · ALN 10.558 · Through Ohio Department of Education$271K
Temporary Assistance for Needy FamiliesDepartment of Health and Human Services · ALN 93.558 · Through Hamilton County Job and Family Services$260K
Social Services Block GrantDepartment of Health and Human Services · ALN 93.667 · Through Hamilton County Job and Family Services$55K

Plus 2 smaller programs.

The auditor reported 1 finding: a weakness in money controls.

Year ending Dec 2016 · $3.5M federal money spent
Head StartDepartment of Health and Human Services · ALN 93.600 · Through Cincinnati-Hamilton County Community Action Agency$2.6M
Child and Adult Care Food ProgramDepartment of Agriculture · ALN 10.558 · Through Ohio Department of Education$257K
Temporary Assistance for Needy FamiliesDepartment of Health and Human Services · ALN 93.558 · Through Hamilton County Jobs and Family Services$231K
Continuum of Care ProgramDepartment of Housing and Urban Development · ALN 14.267 · Direct$222K
Child Care and Development Block GrantDepartment of Health and Human Services · ALN 93.575 · Through Ohio Child Care Resource and Referral Center$52K

Plus 3 smaller programs.

The auditor reported no findings.

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$3.2M
Ln 12
Gifts and grantsLn 1h$2.9M
Fees for servicesLn 2g$209K
Other incomeLn 4–11$160K
Money outPt IX
$2.8M
Ln 25
Programscol B$1.7M
Managementcol C$843K
Fundraisingcol D$244K
Owns and owesPt X
$2.0M
net assets · Ln 32
Cash and savingsLn 1–2$654K
Total assetsLn 16$2.8M
LiabilitiesLn 26$770K
PeoplePt VI, VII
19
listed · VII A
PaidVII A2
Voting boardVI 1a17
IndependentVI 1b17
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.9M
Government grantsLn 1e$1.5M
Fees for servicesLn 2g$209K
Investment incomeLn 3$21
Other incomeLn 4–11$160K
Gains on assetsLn 7−$14K
Total revenueLn 12$3.2M
Assets in detailPt X, end of year
CashLn 1$654K
Cash and savings togetherLn 1–2$654K
Pledges and grants receivableLn 3$64K
Accounts receivableLn 4$181K
Prepaid expenses and deferred chargesLn 9$10K
Land, buildings, equipmentLn 10c$249K
InvestmentsLn 11–13$64K
Other assetsLn 15$1.6M
Total assetsLn 16$2.8M
LiabilitiesLn 26$770K
Net assetsLn 32$2.0M
OperationsPt I, VI
EmployeesI 540
VolunteersI 6150
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3More from this return
EndowmentSch D · Pt V
LineFY20FY19FY18FY17FY16
End of yearLn 1g$59K$59K$297K$540K$536K
SpentLn 1d–1f$21$238K$224K$17K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$82K$654K
InvestmentsLn 11–13$64K$64K
Land, buildings, equipmentLn 10c$236K$249K
Total assetsLn 16$2.5M$2.8M
LiabilitiesLn 26$953K$770K
Net assetsLn 32$1.6M$2.0M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$273K$163K$58K$52K
Other salaries and wagesLn 7$1.3M$922K$322K$86K
Other employee benefitsLn 9$173K$100K$70K$3K
Payroll taxesLn 10$143K$100K$29K$15K
Other fees for servicesLn 11g$307K$83K$151K$74K
Office expensesLn 13$127K$125K$2K$210
Information technologyLn 14$41K$20K$14K$7K
OccupancyLn 16$65K$65K
TravelLn 17$3K$2K$500$315
Conferences, conventions and meetingsLn 19$3K$2K$385$458
InterestLn 20$17K$17K
Depreciation, depletion and amortizationLn 22$176K$95K$81K
InsuranceLn 23$65K$65K
Other expenses (24a–d)Ln 24$58K$17K$35K$6K
Total functional expensesLn 25$2.8M$1.7M$843K$244K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 LatestFiled with the IRS Jul 31, 2025 $5.3M$3.3M$1.9M$4.7M 990 PDF
FY2023Filed with the IRS Sep 27, 2024 $2.5M$3.0M−$480K$2.8M 990 PDF
FY2022Filed with the IRS Oct 26, 2023 $3.3M$2.2M$1.1M$3.2M 990 PDF
FY2021Filed with the IRS Nov 9, 2022 $2.6M$2.5M$98K$2.1M 990 PDF
FY2020 ViewingFiled with the IRS Aug 13, 2021 $3.2M$2.8M$456K$2.0M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $3,236,993 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $3,356,781$2,868,622
I-9 Program service revenuePrior year $251,213$208,776
I-10 Investment incomePrior year −$166,300−$13,775
I-11 Other revenuePrior year $1,320$173,370
I-12 Total revenuePrior year $3,443,014$3,236,993
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $2,947,049$1,919,762
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,436,587$861,376
I-18 Total expensesPrior year $4,383,636$2,781,138
I-19 Revenue less expensesPrior year −$940,622$455,855
Part VI · Governance 17 of 17 board members independent, no flags
VI-1a Voting members of the governing body17
VI-1b Independent voting members17
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $3,236,993 across 9 lines filed
VIII-1a Federated campaigns$64,355
VIII-1e Government grants$1,514,233
VIII-1f All other contributions, gifts and grants$1,290,034
VIII-1h Total contributions, gifts and grants$2,868,622
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $208,776$208,776
VIII-3 Investment incomeUnrelated business $21$21
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$13,796−$13,796
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $173,370$173,370
VIII-12 Total revenueRelated to mission $208,776 · Unrelated business $21 · Excluded from tax $159,574$3,236,993
Part IX · Statement of functional expenses $2,781,138 across 14 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $162,990 · Management $57,516 · Fundraising $52,117$272,623
IX-7 Other salaries and wagesPrograms $922,274 · Management $321,843 · Fundraising $86,415$1,330,532
IX-9 Other employee benefitsPrograms $100,475 · Management $69,730 · Fundraising $3,034$173,239
IX-10 Payroll taxesPrograms $99,539 · Management $28,983 · Fundraising $14,846$143,368
IX-11g Other fees for servicesPrograms $82,667 · Management $150,649 · Fundraising $73,861$307,177
IX-13 Office expensesPrograms $124,871 · Management $1,838 · Fundraising $210$126,919
IX-14 Information technologyPrograms $19,566 · Management $14,385 · Fundraising $6,713$40,664
IX-16 OccupancyPrograms $65,474$65,474
IX-17 TravelPrograms $2,354 · Management $500 · Fundraising $315$3,169
IX-19 Conferences, conventions and meetingsPrograms $1,813 · Management $385 · Fundraising $458$2,656
IX-20 InterestManagement $16,956$16,956
IX-22 Depreciation, depletion and amortizationPrograms $95,151 · Management $81,066$176,217
IX-23 InsuranceManagement $64,610$64,610
IX-24 Other expenses (24a–d)Programs $16,997 · Management $34,999 · Fundraising $5,538$57,534
IX-25 Total functional expensesPrograms $1,694,171 · Management $843,460 · Fundraising $243,507$2,781,138
Part X · Balance sheet $2,796,639 assets, 15 lines filed
X-1 Cash, non-interest-bearingStart of year $82,451$654,285
X-3 Pledges and grants receivableStart of year $112,800$64,355
X-4 Accounts receivableStart of year $360,307$181,064
X-9 Prepaid expenses and deferred chargesStart of year $7,969$10,298
X-10c Land, buildings and equipment, netStart of year $235,957$248,794
X-11 Publicly traded securitiesStart of year $63,572$63,593
X-15 Other assetsStart of year $1,660,750$1,574,250
X-16 Total assetsStart of year $2,523,806$2,796,639
X-17 Accounts payable and accrued expensesStart of year $652,897$469,875
X-23 Secured mortgages and notes payableStart of year $300,000$300,000
X-26 Total liabilitiesStart of year $952,897$769,875
X-27 Net assets without donor restrictionsStart of year $1,111,610$1,782,042
X-28 Net assets with donor restrictionsStart of year $459,299$244,722
X-32 Total net assets or fund balancesStart of year $1,570,909$2,026,764
X-33 Total liabilities and net assetsStart of year $2,523,806$2,796,639
Part XI · Reconciliation of net assets $2,026,764 net assets at year end
XI-1 Total revenue$3,236,993
XI-2 Total expenses$2,781,138
XI-3 Revenue less expenses$455,855
XI-4 Net assets at start of year$1,570,909
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$2,026,764

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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