2024-11-11T00:00:53-06:00 2023-12-31 471019942 CREATIVE PLANNING TAX LLC 100 E PARK AVE STE 300 WATERLOO IA 50703 990 2023-01-01 421231451 SHELTER HOUSE COMMUNITY SHELTER AND TRANSITION SERVICES SHEL 3193510326 429 SOUTHGATE AVE IOWA CITY IA 52240 CHRISTINA CANGANELLI EXECUTIVE DIRECTOR 3193510326 2024-11-07 1 0 BRIAN ARONSON CPA P01425251 3192346885 2024-10-31 2023 2024-10-15 13:58:12Z CHRISTINA CANGANELLI 429 SOUTHGATE AVE IOWA CITY IA 52240 8855556 0 X HTTPS://SHELTERHOUSEIOWA.ORG/ X 1983 IA THROUGH SHELTER AND HOUSING, ADVOCACY AND SUPPORTIVE SERVICES, OUR MISSION IS TO PREVENT AND END HOMELESSNESS IN OUR COMMUNITY. 16 16 151 220 0 0 6039968 7958190 609207 816326 790 -2006 74213 54077 6724178 8826587 1208059 1260258 0 0 2930706 3455223 0 0 214949 1182290 1313817 5321055 6029298 1403123 2797289 17037879 18796945 3789050 2539317 13248829 16257628 X THROUGH SHELTER AND HOUSING, ADVOCACY AND SUPPORTIVE SERVICES, OUR MISSION IS TO PREVENT AND END HOMELESSNESS IN OUR COMMUNITY. 0 0 1300394 107009 115272 EMERGENCY SERVICES: SHELTER HOUSE PROVIDES EMERGENCY SHELTER STAYS FOR SINGLE ADULTS AND FAMILIES EXPERIENCING HOMELESSNESS IN JOHNSON COUNTY AND IS THE DESIGNATED COORDINATED ENTRY LEAD FOR JOHNSON AND WASHINGTON COUNTIES IN IOWA. THE SHELTER HAS 70 BEDS; MEN AND WOMEN'S DORMITORIES FOR SINGLE ADULTS, AND A FAMILY WING OF SIX FAMILY BEDROOMS. BRIDGE HOUSING SERVICES ARE OFFERED TO QUALIFYING VETERANS EXPERIENCING HOMELESSNESS. THESE SERVICES ARE EMBEDDED IN THE SHELTER FACILITY WITH 10 OF THE 70 BEDS PRIORITIZED FOR VETERANS. SHELTER HOUSE PROVIDES AN ADDITIONAL EMERGENCY SHELTER DURING THE WINTER MONTHS AT A SATELLITE LOCATION AND IN ITS OVERFLOW LOBBY, PROVIDING SHELTER FOR UP TO AN ADDITIONAL 70 PEOPLE. EMERGENCY SHELTER SERVICES HAVE A LOW BARRIER FOR ELIGIBILITY. THE APPROACH IS PERSON-CENTERED, AND TRAUMA INFORMED. THE FOCUS IS ON HARM REDUCTIONMINIMIZING THE RISKS AND CONSEQUENCES OF CERTAIN BEHAVIORS RATHER THAN PROHIBITING THE BEHAVIOR ITSELFAND ON KEEPING PEOPLE ALIVE AND SAFE.BREAKFAST AND DINNER ARE OFFERED DAILY FOR CURRENT GUESTS OF SHELTER HOUSE'S EMERGENCY SHELTER. HEALTH SERVICES ARE OFFERED ONSITE TO GUESTS BY VOLUNTEERS FROM THE UNIVERSITY OF IOWA COLLEGE OF NURSING AND THE UNIVERSITY OF IOWA HOSPITALS AND CLINICS DEPARTMENT OF ADULT PSYCHIATRY ON A WEEKLY AND BI-WEEKLY BASIS. DROP-IN SERVICES ARE AVAILABLE DAILY AND INCLUDE ACCESS TO SHOWERS, LAUNDRY, PHONE, AND PROFESSIONAL STAFF. THESE SERVICES ARE AVAILABLE TO ANYONE FROM THE PUBLIC IN NEED.SHELTER HOUSE PROVIDES STREET OUTREACH SERVICES FOR THE SERVICE REGION. THROUGH STREET OUTREACH, PEOPLE LIVING IN UNSHELTERED LOCATIONS ARE ENGAGED TO ENSURE BASIC NEEDS ARE MET (WATER, FOOD, AND SUPPLIES) WHILE OFFERING SUPPORT TOWARD HOUSING STABILITY AND OTHER SERVICES AS NEEDED AND DESIRED.EVICTION PREVENTION AND DIVERSION SERVICES WERE INITIATED IN RESPONSE TO THE PANDEMIC. SHELTER HOUSE OFFERS DIRECT FINANCIAL ASSISTANCE FOR RENT AND UTILITY ARREARS AND SUPPORTS INDIVIDUALS FACING A HOUSING CRISIS BY NEGOTIATING WITH LANDLORDS TO AVOID EVICTION, PROVIDING LANDLORD-TENANT EDUCATION AND CONFLICT MANAGEMENT SUPPORT; AN EVICTION DIVERSION HELP DESK IS HELD WEEKLY AT THE JOHNSON COUNTY COURTHOUSE. THROUGH THESE EFFORTS COMBINED, HOUSEHOLDS AVOID THE COST, CRISIS, AND TRAUMA OF HOMELESSNESS. 3828845 1153235 600862 HOUSING SERVICES: RAPID REHOUSING IS A HOUSING-FIRST APPROACH THAT MINIMIZES THE AMOUNT OF TIME AN INDIVIDUAL OR FAMILY EXPERIENCES HOMELESSNESS AND HELPS THEM FIND AND STABILIZE IN THEIR OWN HOUSING. RAPID REHOUSING SOLVES THE IMMEDIATE CRISIS OF HOMELESSNESS WHILE CONNECTING FAMILIES AND INDIVIDUALS WITH COMMUNITY RESOURCES TO ADDRESS OTHER NEEDS. SHELTER HOUSE EXECUTES EACH OF THE THREE CORE COMPONENTS OF RAPID REHOUSING UTILIZING A PROGRESSIVE ENGAGEMENT APPROACH: 1) HOUSING IDENTIFICATION; 2) FINANCIAL ASSISTANCE (SECURITY DEPOSIT, MOVING ASSISTANCE, AND RENT ASSISTANCE FOR THREE TO SIX MONTHS); AND 3) HOUSING STABILITY CASE MANAGEMENT (CONNECTING PARTICIPANTS TO JOBS, SERVICES, AND THE SUPPORT NEEDED TO SUCCESSFULLY MAINTAIN THEIR HOUSING). STABILITY SERVICES CONTINUE FOR UP TO SIX MONTHS AFTER RENT ASSISTANCE ENDS TO ENSURE STABILITY.SHELTER HOUSE OFFERS PERMANENT SUPPORTIVE HOUSING AS AN EVIDENCE-BASED INTERVENTION SERVING INDIVIDUALS AND FAMILIES WITH COMPLEX HEALTH AND BEHAVIORAL HEALTH ISSUES THROUGH BOTH SCATTERED SITE AND SINGLE SITE APPROACHES. THE FAIRWEATHER LODGE IS A SCATTERED SITE MODEL. IT IS A RECOVERY-FOCUSED, PEER-DRIVEN PROGRAM FOR ADULTS EXPERIENCING HOMELESSNESS WHO HAVE BEEN DIAGNOSED WITH A SERIOUS PERSISTENT MENTAL ILLNESS, MANY OF WHOM HAVE A CO-OCCURRING DISORDER. THE MODEL IS BASED ON THE UNDERSTANDING THAT PEOPLE WHO LIVE AND WORK TOGETHER, AND HAVE SIGNIFICANT CONTROL OVER THEIR LIVES, CAN OVERCOME HOMELESSNESS AND RECOVER FROM THEIR MENTAL ILLNESSES.CROSS PARK PLACE AND 501 SOUTHGATE ARE SINGLE SITE PROPERTIES COMPRISED OF ONE-BEDROOM APARTMENTS (24 UNITS AND 36 UNITS RESPECTIVELY) THESE ARE HOUSING FIRST INTERVENTIONSAN APPROACH BASED ON THE CONCEPT THAT, FOR AN INDIVIDUAL EXPERIENCING HOMELESSNESS, THE FIRST AND PRIMARY NEED IS TO OBTAIN STABLE HOUSING (A BASIC NECESSITY), AND THAT OTHER ISSUES THAT MAY AFFECT THE INDIVIDUAL SHOULD BE ADDRESSED VOLUNTARILY AND ONLY AFTER HOUSING IS OBTAINED. HOUSING OPPORTUNITIES ARE EXCLUSIVELY FOR ADULTS WHO MEET THE HUD DEFINITION OF CHRONIC HOMELESSNESS WHO CATEGORICALLY HAVE A DISABLING CONDITION.BOTH SCATTERED SITE AND SINGLE SITE PERMANENT SUPPORTIVE HOUSING INTERVENTIONS INCORPORATE COMPREHENSIVE SUPPORTIVE SERVICES INCLUDING CASE MANAGEMENT, LIFE SKILLS AND DAILY LIVING SUPPORTS, AND SUPPORT TO APPLY FOR AND MAINTAIN MAINSTREAM RESOURCES. THE APPROACH IS PERSON-CENTERED, AND TRAUMA INFORMED WITH A FOCUS ON HARM REDUCTION. CLINICAL PRIMARY AND BEHAVIORAL HEALTH CARE SERVICES ARE EMBEDDED IN ALL PERMANENT SUPPORTING HOUSING PROGRAMS. THESE SERVICES ARE AVAILABLE WEEKLY THROUGH LONGSTANDING PARTNERSHIPS WITH COMMUNITY STAKEHOLDERS.SCATTERED SITE PERMANENT SUPPORTIVE HOUSING OPPORTUNITIES WERE INCREASED BY SHELTER HOUSE IN PARTNERSHIP WITH THE IOWA CITY HOUSING AUTHORITY AND AREA LANDLORDS WITH SPECIALIZED VOUCHERS (78 MAINSTREAM VOUCHERS AND 69 EMERGENCY HOUSING VOUCHERS) ASSIGNED THROUGH COORDINATED ENTRY TO HOUSEHOLDS INDICATING NEED FOR PERMANENT SUPPORTIVE HOUSING BUT WHERE NO PERMANENT SUPPORTIVE HOUSING UNIT WAS OTHERWISE AVAILABLE. ACCESS TO CASE MANAGEMENT AND SUPPORTIVE SERVICES IS AVAILABLE, INCLUDING ACCESS TO CLINICAL PRIMARY AND BEHAVIORAL HEALTH CARE PROVIDERS. 231231 14 147887 SUPPORTED EMPLOYMENT: SHELTER HOUSE PROVIDES SUPPORTED EMPLOYMENT FOR TENANTS IN ITS PERMANENT SUPPORTIVE HOUSING PROGRAMS THROUGH FRESH STARTS JANITORIAL SERVICES, AN IN-HOUSE JANITORIAL COMPANY THAT EMPLOYS PERMANENT SUPPORTIVE HOUSING TENANTS AND HAS CLEANING CONTRACTS THROUGHOUT THE COMMUNITY. THROUGH SUPPORTED EMPLOYMENT, PEOPLE WITH MENTAL ILLNESSES DISCOVER PATHS OF SELF-SUFFICIENCY AND RECOVERY, RATHER THAN DISABILITY AND DEPENDENCE. SUPPORTED EMPLOYMENT ENSURES ALL PEOPLE WHO WANT TO WORK ARE OFFERED WORK; SERVICES ARE INTEGRATED WITH COMPREHENSIVE MENTAL HEALTH TREATMENT; PERSONALIZED BENEFITS COUNSELING IS PROVIDED TO EVERY CLIENT; AND CLIENTS RECEIVE JOB SUPPORT FOR AS LONG AS REQUIRED. 5360470 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 103 0 1 151 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 0 X THE ORGANIZATION 3193510326 429 SOUTHGATE AVE IOWA CITY IA 52240 CHRISTINA CANGANELLI EXECUTIVE DIRECTOR 40.00 X 147451 0 17642 STEVEN BOYD DIRECTOR OF FINANCE 40.00 X 74880 0 12425 CHARLES BERMINGHAM PRESIDENT 1.00 X X 0 0 0 CARRIE NORTON PAST PRESIDENT 1.00 X X 0 0 0 DAN BAILEY VICE PRESIDENT 1.00 X X 0 0 0 SCOTT ENYART TREASURER 1.00 X X 0 0 0 DOTTIE PERSSON SECRETARY 1.00 X X 0 0 0 MARIE ADAMS DIRECTOR 0.50 X 0 0 0 AMINATA TAYLOR DIRECTOR 0.50 X 0 0 0 PHIL O'BRIEN DIRECTOR 0.50 X 0 0 0 JENNIFER WENDTGEISLER DIRECTOR 0.50 X 0 0 0 STEVE SCHORNHORST DIRECTOR 0.50 X 0 0 0 THAD ABRAMS DIRECTOR 0.50 X 0 0 0 JACE BISGARD DIRECTOR 0.50 X 0 0 0 NIKI PROM DIRECTOR 0.50 X 0 0 0 TIM REUTER DIRECTOR 0.50 X 0 0 0 TERESA WEINER DIRECTOR 0.50 X 0 0 0 NANA SA-AADU DIRECTOR 0.50 X 0 0 0 222331 0 30067 1 0 1 0 THE PRULL GROUP 270 50TH AVE SW CEDAR RAPIDS IA 52404 HVAC 520874 1 83066 53741 5941583 1879800 485204 7958190 HOUSING FIRST RENT 531110 549238 549238 FRESH STARTS 624310 147887 147887 LODGE RENT 531110 51624 51624 CONTRACT SERVICES 541610 43577 43577 24000 24000 816326 1481 1481 19237 22724 -3487 -3487 -3487 12627 53741 6245 6382 6382 47695 47695 47695 8826587 864021 0 4376 1260258 1260258 265547 265547 2633798 2371345 115255 147198 32815 27045 4091 1679 286745 251280 18718 16747 236318 195037 29270 12011 20550 19220 846 484 30062 28117 1238 707 628 628 122447 99945 22502 119199 111486 4908 2805 245958 238745 3306 3907 3257 3075 182 24658 23283 1375 92821 92821 509875 498611 7168 4096 3532 3532 REPAIRS AND MAINTENANCE 111637 111637 29193 27937 1256 6029298 5360470 453879 214949 220801 311928 632770 1738730 570542 543711 46683 16806363 2675494 14085551 14130869 1481532 2071707 17037879 18796945 227801 231828 1333 3489920 2248331 71329 57825 3789050 2539317 X 3346430 5203018 9902399 11054610 13248829 16257628 17037879 18796945 X 2797289 211510 X 0 1 X 1 1 1 X 3231811 3203279 7022915 6039968 7958190 27456163 3231811 3203279 7022915 6039968 7958190 27456163 73795 27382368 1596 1666 760 790 1481 6293 38381 8625 34713 28607 12627 122953 3902 15345 108655 52544 47695 228141 27813550 2867300 0.98450 0.98690 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 3,345. 2021 AMOUNT: $ 2,263. 2022 AMOUNT: $ 1,071. 2023 AMOUNT: $ 47,695. DDJI CONTRACTING - 2019 AMOUNT: $ 902. CROSSPARK CLINIC - 2019 AMOUNT: $ 3,000. 2020 AMOUNT: $ 12,000. 2021 AMOUNT: $ 3,000. INSURANCE PROCEEDS - 2021 AMOUNT: $ 103,392. 2022 AMOUNT: $ 51,473. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1929070 4400 289149 2222619 2530689 6000 -486362 121257 1929070 2218204 14400 298085 2530689 2004812 8600 256988 52196 2218204 1707597 12450 343213 58448 2004812 0.73000 0.27000 1 0 913668 913668 14063381 1911853 12151528 787604 76295 711309 1041710 687346 354364 14130869 SECURITY DEPOSITS 1500 BENEFICIAL INTERST IN ASSETS HELD BY THE COMMUNITY FOUNDATION 1620213 ROU ASSETS 56620 DONATED PROPERTY HELD FOR SALE 393374 2071707 LEASE LIABILTIY 57825 57825 9185209 148368 210254 358622 8826587 0 8826587 6176410 148368 148368 6028042 1256 1256 6029298 PART V, LINE 4: THE ENDOWMENT FUND REPRESENTS AMOUNTS HELD BY A COMMUNITY FOUNDATION FOR THE ORGANIZATION. THE FUNDS CAN BE USED FOR OPERATING PURPOSES. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY COMMUNITY FOUNDATION 211,510. FUNDRAISING EXPENSES -1,256. PART XII, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES 1,256. BBQ BASH 24093 21105 2988 2200 3324 410 BOOK SALE 18708 12851 5857 256 2 23567 19785 3782 55 66368 53741 12627 2200 3324 721 6245 6382 0 HOTELING 44 2228 RENT AND DEPOSITS 713 1097087 SUPPORT SUPPLIES AND SERVICES 1001 3831 123280 FAIR MARKET VALUE SUPPLIES, CLOTHES, AND FURNITURE TRANSPORTATION SERVICES 793 33832 PART I, LINE 2: THE ORGANIZATION KEEPS A SPREADSHEET WHICH LISTS OUT ASSISTANCE GIVEN TO EACH INDIVIDUAL PARTICIPATING IN THE PROGRAMS, THE AMOUNTS, AND THE DATES. ALL PAYMENTS ARE MADE DIRECTLY TO THE VENDORS/LANDLORDS PROVIDING THE SPECIFIED SERVICES. NO FUNDS ARE PROVIDED DIRECTLY TO CLIENTS. 1 X X 0 0 0 0 0 0 0 0 0 CHRISTINA CANGANELLI EXECUTIVE DIRECTOR 142451 0 5000 0 0 0 5707 0 11935 0 165093 0 0 0 PART I, LINE 3 THE GOVERNANCE COMMITTEE AND FULL BOARD OF DIRECTORS DIRECTS AN ANNUAL INDEPENDENT COMPENSATION STUDY AND REVIEW OF COMPARABLE REGIONAL AND INDUSTRY SALARIES, DISCUSSES AND DELIBERATES THE SALARY RECOMMENDATIONS AND THEN EXECUTES A RESOLUTION AUTHORIZING THE ANNUAL SALARY AND ANY ADDITIONAL COMPENSATION. X 91830 FMV X 1 393374 FMV 1 0 1 0 PART I, COLUMN (B): COLUMN B REFLECTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 8B THERE ARE THREE COMMITTEES: THE AUDIT AND FINANCE COMMITTEE, THE DONOR ENGAGEMENT COMMITTEE, AND THE PERSONNEL COMMITTEE. ANY TOPICS DISCUSSED AT THE COMMITTEE LEVEL CANNOT BE VOTED ON OR APPROVED UNLESS APPROVED BY THE ENTIRE BOARD. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM AND SUBMITTED TO THE EXECUTIVE DIRECTOR, THE DIRECTOR OF FINANCE, AND THE AUDIT AND FINANCE COMMITTEE FOR REVIEW. AN APPROVED COPY OF THE FORM 990 IS PROVIDED TO EACH BOARD MEMBER PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED ANNUALLY TO AGREE TO COMPLY WITH THE CONFLICT OF INTEREST POLICY AND TO DISCLOSE ANY POTENTIAL CONFLICTS. CONFLICTS OF INTEREST, IF ANY, ARE REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS IN ABSENCE OF THE AFFECTED PARTIES. IF A CONFLICT WERE TO ARISE THE MEMBER IN CONFLICT WOULD ABSTAIN FROM ANY INVOLVEMENT WITH THE MATTER IN CONFLICT. FORM 990, PART VI, SECTION B, LINE 15 THE GOVERNANCE COMMITTEE AND FULL BOARD OF DIRECTORS DIRECTS AN ANNUAL INDEPENDENT COMPENSATION STUDY AND REVIEW OF COMPARABLE REGIONAL AND INDUSTRY SALARIES, DISCUSSES AND DELIBERATES THE SALARY RECOMMENDATIONS AND THEN EXECUTES A RESOLUTION AUTHORIZING THE ANNUAL SALARY AND ANY ADDITIONAL COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY THE COMMUNITY FOUNDATION 211,510.