2023-11-14T12:06:32-06:00 2022-12-31 310800053 CLARK SCHAEFER HACKETT & CO 14 EAST MAIN STREET SUITE 500 SPRINGFIELD OH 45502 990 2022-01-01 311315795 SHELTERED INC SHEL 9373258683 501 WEST HIGH STREET SPRINGFIELD OH 45506 ELAINA BRADLEY EXECUTIVE DIRECTOR 9373258683 2023-11-14 1 ELAINA BRADLEY XXX-XX-XXXX 0 APRIL CAULFIELD P01949369 9373992000 2023-11-08 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z ELAINA BRADLEY 501 WEST HIGH STREET SPRINGFIELD OH 45506 7293293 0 X THESHELTERED.ORG X 1990 OH IN FAITHFULNESS TO GOD, WE ARE DEDICATED TO HELP INDIVIDUALS AND FAMILIES OVERCOME HOMELESSNESS. 14 14 31 50 0 0 7805905 7077868 117587 121672 10 5 45412 85242 7968914 7284787 6388869 5050836 0 0 1314494 1234144 0 0 0 628903 674040 8332266 6959020 -363352 325767 1726715 1492796 1445427 885741 281288 607055 X IN FAITHFULNESS TO GOD, WE ARE DEDICATED TO HELP INDIVIDUALS AND FAMILIES OVERCOME HOMELESSNESS. 0 0 6490402 2290172 71090 SHELTERED, INC. ADMINISTERS THE ONLY EMERGENCY SHELTER IN SPRINGFIELD, OHIO FOR HOMELESS FAMILIES, SINGLE WOMEN, AND MEN. THE TWO SHELTERS ARE OPERATED 24 HOURS A DAY WITH STAFF. THE MAXIMUM LENGTH OF STAY IS 90 DAYS. SHELTERED, INC.'S PROGRAMS ARE BASED ON PROVIDING EACH CLIENT WITH THE TOOLS TO MAKE THE NECESSARY CHANGES IN THEIR LIVES TO ENABLE THEM TO OVERCOME HOMELESSNESS. THIS IS ACCOMPLISHED THROUGH INTENSIVE GOAL SETTING, CASE MANAGEMENT, EDUCATION, MENTAL HEALTH AND SUBSTANCE ABUSE TREATMENT, AND REFERRALS TO APPROPRIATE AGENCIES. 198500 1053013 THE HOUSING STABILIZATION PROGRAM CONTAINS TWO ELEMENTS 1) RAPID RE-HOUSING, WHICH PROVIDES A FLEXIBLE ARRAY OF FINANCIAL ASSISTANCE TO ENABLE HOMELESS INDIVIDUALS AND FAMILIES TO BECOME AND REMAIN STABLY HOUSED. ASSISTANCE CAN BE PROVIDED IN THE FORM OF RENTAL ASSISTANCE, SECURITY AND UTILITY DEPOSITS. 2) HOMELESSNESS PREVENTION INCLUDES FINANCIAL ASSISTANCE AND SERVICES DESIGNED TO PREVENT INDIVIDUALS AND FAMILIES FROM BECOMING HOMELESS AND DIVERT HOMELESS PERSONS FROM ENTERING HOMELESS SHELTERS. 131236 26600 67633 SHELTERED, INC. MANAGES SEVENTEEN FULLY FURNISHED APARTMENTS FOR THE NEXT STEP PROGRAM, INDEPENDENT LIVING SUPPORTIVE ASSISTANCE (ILSA). THIS SUPPORTIVE HOUSING PROGRAM HOUSED FAMILIES AND SINGLE MEN AND WOMEN. INDIVIDUALS IN THE PROGRAM RECEIVE INTENSE CASE MANAGEMENT WHERE THEY COMPLETE INDIVIDUAL CASE PLANS THAT WILL ASSIST THEM ACHIEVE THEIR INDIVIDUAL GOALS AND OBTAIN PERMANENT HOUSING. 127668 1681051 48970 SHELTERED, INC. OPERATES 15 UNITS OF SUPPORTIVE PERMANENT HOUSING FUNDED BY HUD. THIS PROGRAM IS DESIGNED FOR INDIVIDUALS WHO ARE CHRONICALLY HOMELESS AND FAMILIES THAT HAVE BEEN PREVIOUSLY HOMELESS THAT HAVE A DISABILITY. THE INDIVIDUALS IN THIS PROGRAM ARE EQUIPPED WITH A CASE MANAGER WHO WORKS CLOSELY WITH THEM TO ASSIST THEM IN OBTAINING THEIR GOALS WHILE SUSTAINING PERMANENT HOUSING. THIS IS A PARTNERSHIP WITH THE CITY OF SPRINGFIELD. 127668 1681051 48970 6947806 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 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 87 0 1 31 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 1 1 X ELAINA BRADLEY 9373258683 501 W HIGH STREET SPRINGFIELD OH 45506 MICHAEL RIDDLE CHAIRMAN 4.00 X X 0 0 0 MARTY FAGANS VICE-CHAIRMAN 1.00 X X 0 0 0 OTIS WILLIAMS SECRETARY 1.00 X X 0 0 0 DAN O'KEEFE TREASURER 2.00 X X 0 0 0 DINA CARY TRUSTEE 1.00 X 0 0 0 KRISTEN COLLIER TRUSTEE 1.00 X 0 0 0 DR AMRIT CHADHA TRUSTEE 1.00 X 0 0 0 VICKY FORREST TRUSTEE 1.00 X 0 0 0 JAMIE HOUSEMAN TRUSTEE 1.00 X 0 0 0 BILL SCARFF TRUSTEE 1.00 X 0 0 0 ROSEMARY MARTIN TRUSTEE 1.00 X 0 0 0 C LENEE LANDRY TRUSTEE 1.00 X 0 0 0 JAMIEE JORDAN TRUSTEE 1.00 X 0 0 0 TOM RUE TRUSTEE 1.00 X 0 0 0 ELAINA BRADLEY EXECUTIVE DIRECTOR 40.00 X 77884 0 0 77884 0 0 0 0 0 0 0 20000 6911201 146667 7077868 RENT INCOME 532000 82392 82392 OHFA LOAN FORGIVENESS 900002 21780 21780 CONTRACTED SERVICES 900002 17500 17500 121672 5 5 27727 8506 19221 19221 MISCELLANEOUS INCOME 900003 66021 66021 66021 7284787 187693 0 19226 122441 122441 4928395 4928395 77884 77389 495 1019137 1012655 6482 23327 23327 113796 113796 1604 1604 22573 22573 46554 46554 2485 2485 66908 65364 1544 74201 73540 661 2987 2987 17482 17342 140 60624 60624 41760 41760 REPAIRS AND MAINTENANCE 144651 142759 1892 PROGRAM EXPENSE 122373 122373 COMMUNICATIONS 30288 30288 TRANSPORTATION 24143 24143 15407 15407 6959020 6947806 11214 0 318172 49112 258655 125349 4152 4152 7563 2507572 1193389 1138173 1314183 1726715 1492796 126457 256068 676667 578932 529673 63371 100000 1445427 885741 X 218297 593282 62991 13773 281288 607055 1726715 1492796 325767 0 X X 0 1 X 1 1 1 X 1258098 1552256 2916610 7805905 7077868 20610737 1258098 1552256 2916610 7805905 7077868 20610737 20610737 31 100 31 10 5 177 49676 61461 36950 34113 66021 248221 20859135 622069 0.98810 0.98410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9375 9375 2168372 875771 1292601 176783 164576 12207 153042 153042 0 1314183 LINE OF CREDIT 100000 100000 X 7293293 8506 8506 7284787 0 7284787 6967526 8506 8506 6959020 0 6959020 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND MAY BE SUBJECT TO INCOME TAX ON UNRELATED BUSINESS ACTIVITIES. NO INCOME TAX PROVISION HAS BEEN INCLUDED IN THE FINANCIAL STATEMENTS AS THE ORGANIZATION HAS DETERMINED IT DOES NOT HAVE UNRELATED BUSINESS INCOME SUBJECT TO TAXATION. ANNUALLY, THE ORGANIZATION FILES FORM 990, RETURN OF ORGANIZATIONS EXEMPT FROM INCOME TAX, WITH THE INTERNAL REVENUE SERVICE (IRS). THIS FORM IS OPEN FOR PUBLIC INSPECTION. THE ORGANIZATION BELIEVES THAT IT HAS APPROPRIATE SUPPORT FOR ALL TAX POSITIONS TAKEN, AND AS SUCH, DOES NOT HAVE ANY UNCERTAIN TAX POSITIONS THAT ARE MATERIAL TO THE FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 8,506. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 8,506. GOLF SCRAMBLE 20009 20009 3469 OTHER 7718 7718 5037 27727 27727 8506 8506 19221 1 SPRINGFIELD METROPOLITAN HOUSING 1900 HURON AVE SPRINGFIELD OH 45505 310652158 GOVT 74877 0 CASH SUB GRANT RECIPIENT UNITED WAY OF CLARK CHAMPAIGN MADISON PO BOX 59 SPRINGFIELD OH 45501 310549095 501(C)(3) 14000 0 CASH SUB GRANT RECIPIENT PROJECT WOMEN 525 E HOME RD SPRINGFIELD OH 45503 237391095 501(C)(3) 33564 0 CASH SUB GRANT RECIPIENT RENTAL ASSISTANCE 294 755201 RENTAL ASSISTANCE HP 69 181432 RENTAL ASSISTANCE RR 44 91323 SECURITY DEPOSITS RR 72 70412 TEMPORARY MOTEL HOUSING 1720 3119972 GASOLINE GIFT CARDS 84 15020 FOOD 1720 597041 UTILITIES ASSISTANCE 10 9815 FURNITURE 12 10034 SUPPLIES 1074 35725 UTILITIY ASSISTANCE RR 9 42420 PART I, LINE 2: GUESTS MAY RECEIVE TEMPORARY MOTEL HOUSING WHEN SHELTER RESOURCES ARE EXHAUSTED. THESE GUESTS MEET WITH THE SHELTER CASE MANAGER ON A WEEKLY BASIS, MUST TURN IN ALL REQUIRED PAPERWORK TO THE CASE MANAGER AND RECEIVE REFERRALS TO PROGRAMS AND SERVICES IN THE COMMUNITY. GUESTS MAY RECEIVE GAS VOUCHERS OR BUS PASSES FOR TRANSPORTATION ASSISTANCE AND FOOD CARDS. DUNCAN BRADLEY SPOUSE OF EXECUTIVE DIRECTOR 52707 REPAIR WORK ON SHELTERED, INC.'S PROPERTIES 0 FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF TRUSTEES ARE PROVIDED A COPY OF THE FORM 990 TO REVIEW AND APPROVE PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY FOR SHELTERED, INC. IS REVIEWED PERIODICALLY AS DEEMED NECESSARY BY THE BOARD OF TRUSTEES. IF AN ISSUE IS BROUGHT TO THE ATTENTION OF THE BOARD BY A BOARD MEMBER, ADMINISTRATION, OR STAFF THAT IS A POTENTIAL CONFLICT OF INTEREST, THE BOARD REVIEWS THE SITUATION AND MAKES THE NECESSARY RECOMMENDATIONS. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE DIRECTOR'S COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD EACH YEAR. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONAL DOCUMENTS, THE CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. PART XII, LINE 2C THE PROCESS IS CONSISTENT WITH PRIOR YEARS. MULBERRY HOUSING PARTNERS INC 501 W HIGH STREET SPRINGFIELD OH 45506 455560045 PARTNER IN 34-UNIT LOW INCOME APARTMENT BUILDING OH N/A C -166 373812 0.00100 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0