2025-11-12T23:46:06-06:00 2024-12-31 471019942 CREATIVE PLANNING TAX LLC 100 E PARK AVE STE 300 WATERLOO IA 50703 990 2024-01-01 421231451 SHELTER HOUSE COMMUNITY SHELTER AND TRANSITION SERVICES SHEL 3193510326 429 SOUTHGATE AVE IOWA CITY IA 52240 CHRISTINA CANGANELLI EXECUTIVE DIRECTOR 3193510326 2025-11-11 1 1 BRIAN ARONSON CPA P01425251 3192346885 2025-11-11 2024 2025-03-06 01:10:19Z CHRISTINA CANGANELLI 429 SOUTHGATE AVE IOWA CITY IA 52240 8565456 0 X HTTPS://SHELTERHOUSEIOWA.ORG/ X 1983 IA TO PREVENT AND END HOMELESSNESS THROUGH SHELTER AND HOUSING, ADVOCACY, AND SUPPORTIVE SERVICES 15 15 158 407 0 0 7958190 7322568 816326 818639 -2006 27557 54077 5542 8826587 8174306 1260258 2278769 0 0 3455223 4112021 0 0 336966 1313817 1371753 6029298 7762543 2797289 411763 18796945 18874077 2539317 2011461 16257628 16862616 X THROUGH SHELTER AND HOUSING, ADVOCACY AND SUPPORTIVE SERVICES, OUR MISSION IS TO PREVENT AND END HOMELESSNESS IN OUR COMMUNITY. 0 0 4979862 2152729 600498 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. 1740122 126010 122372 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. 210380 30 95769 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. 6930364 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 1 151 0 1 158 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 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 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 JENNIFER WENDTGEISLER 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 DOTTIE PERSSON 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 TERESA WEINER DIRECTOR 0.50 X 0 0 0 SCOTT LYON DIRECTOR 0.50 X 0 0 0 TIM REUTER DIRECTOR (THRU 04/2024) 0.50 X 0 0 0 NANA SA-AADU DIRECTOR (THRU 04/2024) 0.50 X 0 0 0 CHRISTINA CANGANELLI EXECUTIVE DIRECTOR 40.00 X 200486 0 20750 STEVEN BOYD DIRECTOR OF FINANCE 40.00 X 86489 0 14570 286975 0 35320 1 0 1 0 0 85141 73466 6287972 875989 115875 7322568 HOUSING SERVICES 531110 600498 600498 CONTRACTED & OTHER EME 541610 122372 122372 EMPLOYMENT SUPPORT 624310 95769 95769 818639 1877 1877 393374 367694 25680 25680 25680 28998 73466 23456 5542 5542 8174306 818639 0 33099 2278769 2278769 322296 263448 36563 22285 3180878 2596093 363333 221452 38119 31673 4005 2441 294543 244732 30948 18863 276185 224770 31945 19470 37000 33054 1973 1973 59169 52857 3156 3156 22 22 125867 102249 23618 121276 108340 6468 6468 183293 178461 2416 2416 60374 59956 418 72899 72899 497688 480958 8365 8365 73753 61671 6041 6041 REPAIRS AND MAINTENANCE 132467 132467 7945 7945 7762543 6930364 495213 336966 311928 346795 1738730 1091934 543711 767589 17767617 2870535 14130869 14897082 2071707 1770677 18796945 18874077 231828 391083 1333 0 2248331 1576497 57825 43881 2539317 2011461 X 5203018 5458089 11054610 11404527 16257628 16862616 18796945 18874077 X 411763 193225 X 0 1 X 1 1 1 X 3203279 7022915 6039968 7958190 7322568 31546920 3203279 7022915 6039968 7958190 7322568 31546920 31546920 1666 760 790 1481 1877 6574 2999 29739 21669 6382 5542 66331 103392 51473 154865 31774690 3287378 0.99280 0.98450 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: INSURANCE PROCEEDS - 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 103,392. 2022 AMOUNT: $ 51,473. 2023 AMOUNT: $ 0. 2024 AMOUNT: $ 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2222619 270358 118779 2374198 1929070 4400 289149 2222619 2530689 6000 -486362 121257 1929070 2218204 14400 298085 2530689 2004812 8600 256988 52196 2218204 0.73000 0.27000 1 0 913668 913668 15182555 2275076 12907479 830493 114202 716291 840901 481257 359644 14897082 SECURITY DEPOSITS 1500 BENEFICIAL INTERST IN ASSETS HELD BY THE COMMUNITY FOUNDATION 1726925 RIGHT-OF-USE ASSETS-FINANCE LEASES, NET 42252 1770677 FINANCE LEASE LIABILITIES 43881 43881 8518739 149848 193225 343073 8175666 -1360 -1360 8174306 7913751 149848 1360 151208 7762543 0 7762543 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 193,225. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES RECLASSED FROM FUNCTIONAL EXPENSE -1,360. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EXPENSES RECLASSED TO STATEMENT OF REVENUE 1,360. GALA 38098 27000 11098 2750 8416 600 726 BOOK SALE 25712 15666 10046 1645 2 38654 30800 7854 4125 3981 350 863 102464 73466 28998 6875 12397 950 3234 23456 5542 0 HOTELING 15 2796 RENT AND DEPOSITS 977 2124436 SUPPORT SUPPLIES AND SERVICES 1050 3319 115875 FAIR MARKET VALUE SUPPLIES, CLOTHES, AND FURNITURE TRANSPORTATION SERVICES 1010 32343 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. X X 0 0 0 0 0 0 0 0 0 CHRISTINA CANGANELLI EXECUTIVE DIRECTOR 200486 0 0 0 0 0 7861 0 12889 0 221236 0 0 0 X 115875 FMV 0 0 1 0 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 FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). FORM 990, PART XI, LINE 9: CHANGE IN BENEFICIAL INTEREST IN ASSETS HELD BY THE COMMUNITY FOUNDATION 193,225.