2025-10-21T16:40:42-05:00 2024-12-31 310800053 CLARK SCHAEFER HACKETT & CO 14 EAST MAIN STREET SUITE 500 SPRINGFIELD OH 45502 990 2024-01-01 311315795 SHELTERED INC SHEL 9373258683 501 WEST HIGH STREET SPRINGFIELD OH 45506 NEAL BROWNING EXECUTIVE DIRECTOR 9373258683 2025-10-21 1 0 APRIL CAULFIELD P01949369 9373992000 2025-10-21 2024 2025-03-06 01:10:19Z NEAL BROWNING 501 WEST HIGH STREET SPRINGFIELD OH 45506 1257304 0 X THESHELTERED.ORG X 1990 OH IN FAITHFULNESS TO GOD, WE ARE DEDICATED TO HELP INDIVIDUALS AND FAMILIES OVERCOME HOMELESSNESS. 13 13 31 121 0 0 1646481 1196627 85933 54036 62 64 197732 6577 1930208 1257304 520579 190943 0 0 846998 662255 0 0 0 586219 436672 1953796 1289870 -23588 -32566 1446121 1388279 1417945 1438830 28176 -50551 X IN FAITHFULNESS TO GOD, WE ARE DEDICATED TO HELP INDIVIDUALS AND FAMILIES OVERCOME HOMELESSNESS. 0 0 275910 27823 0 HOMELESS CRISIS RESPONSE PROGRAM (HP & RRH): 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. 125554 6403 22958 HOMELESSNESS SOLUTIONS PROGRAM: 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. 19013 0 21841 ILSA: 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. 21614 5300 15814 SPC/SVDP: 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. 696762 151417 ESG, PHHS, MULBERRY TERRACE AND OIC 718376 156717 15814 1138853 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 1 45 0 1 31 1 0 0 0 0 0 0 0 0 0 0 0 0 X 13 13 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X NEAL BROWNING 9373258683 501 W HIGH STREET SPRINGFIELD OH 45506 ELAINA BRADLEY EXECUTIVE DIRECTOR THRU 7/6/24 40.00 X 58370 0 620 NASHEA DAVIS EXECUTIVE DIRECTOR 7/6/24-11/10/24 40.00 X 60062 0 589 ROSS MCGREGOR CHAIRMAN 4.00 X X 0 0 0 MARTY FAGANS VICE-CHAIRMAN/ED BEGIN 11/10/24 40.00 X X 0 0 0 JAIMEE JORDAN TREASURER 2.00 X X 0 0 0 DINA CARY TRUSTEE 1.00 X 0 0 0 DR AMRIT CHADHA TRUSTEE 1.00 X 0 0 0 KRISTEN COLLIER TRUSTEE 1.00 X 0 0 0 MIKE RIDDLE 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 C LENEE LANDRY TRUSTEE 1.00 X 0 0 0 CHARLIE BUSH TRUSTEE 1.00 X 0 0 0 SHARON M EVANS TRUSTEE 1.00 X 0 0 0 NETTIE CARTER SMITH TRUSTEE 1.00 X 0 0 0 118432 0 1209 0 0 0 0 0 11000 465386 720241 4073 1196627 CONTRACTED SERVICES 900002 24500 24500 OHFA LOAN FORGIVENESS 900002 21780 21780 RENT INCOME 532000 7756 7756 54036 64 64 MISCELLANEOUS INCOME 900003 6187 6187 INCOME FROM MULBERRY T 900003 390 390 6577 1257304 60613 0 64 190943 190943 119641 109619 10022 481075 443679 37396 16063 5224 10839 45476 39414 6062 49853 49853 35664 2581 33083 33601 23342 10259 68082 53745 14337 15552 11332 4220 1008 201 807 49075 45290 3785 56429 56429 52580 52580 REPAIRS AND MAINTENANCE 47878 30662 17216 COMMUNICATIONS 22123 20693 1430 DUES 2489 2289 200 MISCELLANEOUS 2338 977 1361 1289870 1138853 151017 0 188073 33559 112500 4152 8225 19828 2488676 1294719 1253896 1193957 0 20210 1446121 1388279 58979 101897 5000 683675 636432 675291 695501 1417945 1438830 X 28176 -61551 11000 28176 -50551 1446121 1388279 -32566 -46161 0 X X 0 1 X 1 0 X 2916610 7805905 7077868 1646481 1196627 20643491 2916610 7805905 7077868 1646481 1196627 20643491 20643491 31 10 5 62 7820 7928 36950 34113 66021 186028 323112 20974531 484767 0.98420 0.98200 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 9375 9375 2134891 966447 1168444 257763 253535 4228 86647 74737 11910 1193957 LINE OF CREDIT 120000 LEASE LIABILITY 20210 CONTINGENCY LOSS - GRANT PAYBACK 555291 695501 1257304 0 1257304 0 1257304 1289870 0 1289870 0 1289870 1 RENTAL ASSISTANCE 9 15173 RENTAL ASSISTANCE HP 1 1726 RENTAL ASSISTANCE RR 33 87386 SECURITY DEPOSITS RR 25 47377 TEMPORARY MOTEL HOUSING 17 15900 UTILITIES ASSISTANCE 18 6816 SPECIFIC ASSISTANCE 19 16565 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 15882 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 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 15 THE EXECUTIVE DIRECTOR'S COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD EACH YEAR. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS ARE MADE AVAILABLE AS REQUIRED BY LAW. PART XII LINE 2C NO CHANGES SINCE PRIOR YEARS MULBERRY TERRACE LP 501 W HIGH STREET SPRINGFIELD OH 45506 455560045 RENTAL REAL ESTATE OH SHELTERED INC -188 386268 0 0 0.00100 MULBERRY HOUSING PARTNERS INC 501 W HIGH STREET SPRINGFIELD OH 45506 455560045 PARTNER IN 34-UNIT LOW INCOME APARTMENT BUILDING OH SHELTERED INC C -188 386268 1.00000 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0