2026-07-22T09:48:52-05:00 2025-06-30 410746749 CLIFTONLARSONALLEN LLP 14815 BALLANTYNE VILLAGE WAY SUITE 300 CHARLOTTE NC 28277 990 2024-07-01 621058325 PROJECT RETURN INC PROJ 6153279654 109 LAFAYETTE STREET NASHVILLE TN 372103432 KELSEY HALL INTERIM EXECUTIVE OFFICER 6153279654 2026-07-21 1 1 KATHRINE A WARLICK P02065266 7049985200 2026-07-21 2024 2025-03-06 01:10:19Z KELSEY HALL 109 LAFAYETTE STREET NASHVILLE TN 372103432 4896194 0 X WWW.PROJECTRETURNINC.ORG X 1979 TN DEDICATED TO THE SUCCESSFUL NEW BEGINNINGS OF PEOPLE RETURNING TO OUR COMMUNITY AFTER INCARCERATION. 13 13 300 20 0 0 4126515 3470358 2123424 1366999 7569 9276 35045 49561 6292553 4896194 361628 199470 0 0 4623138 3230998 0 0 143577 1865614 1839623 6850380 5270091 -557827 -373897 9242533 9720510 3588410 4456441 5654123 5264069 X PEOPLE WHO HAVE JUST BEEN RELEASED FROM PRISON ARE TYPICALLY STIGMATIZED, OVERLOOKED, AND PIGEONHOLED BY SOCIETY. WHEN THEY WALK(CONTINUED ON SCHEDULE O)INTO PROJECT RETURN, THEY DISCOVER THAT HERE THEY ARE VALUED, HEARD, AND ENCOURAGED. WHILE REDUCTION OF INCARCERATION AND OTHER CRIMINAL JUSTICE REFORM CONTINUES TO ELUDE THE U.S., PROJECT RETURN SERVES AS PART OF THE SOLUTION. PROJECT RETURN IS SOLELY DEDICATED TO THE SUCCESSFUL NEW BEGINNINGS OF PEOPLE RETURNING TO OUR COMMUNITY AFTER INCARCERATION. NOW IN ITS 45TH YEAR OF SERVICE TO TENNESSEE, PROJECT RETURN PROVIDES REENTRY ASSISTANCE, INCLUDING WORKFORCE DEVELOPMENT, TO HUNDREDS OF MEN AND WOMEN EACH YEAR. 0 0 1376162 199470 49561 JOB READINESS PROGRAM AND WRAPAROUND SERVICES: EVERY WEEK, PROJECT RETURN CONDUCTS A 2.5-DAY COURSE THAT EQUIPS OUR PARTICIPANTS WITH THE SOFT SKILLS NEEDED TO BE SUCCESSFUL IN THE WORKPLACE. FOR PEOPLE BEING RELEASED FROM PRISON AND RETURNING TO THE COMMUNITY, THIS PROGRAM PROVIDES SKILLS, INDIVIDUALIZED SUPPORT, AND OPORTUNITIES TO FIND AND KEEP A JOB. OUR CURRICULUM INCORPORATES FINANCIAL LITERACY, RELAPSE PREVENTION, AND DIGITAL LITERACY. COMPLETION OF OUR JOB READINESS CLASSES LEADS TO A STRUCTURED DAY OF INDIVIDUALIZED ASSISTANCE, INCLUDING RESUME DEVELOPMENT, MOCK INTERVIEWING, AND JOB SEARCH PLANNING. (CONTINUED ON SCHEDULE O)DURING CLASS COMPLETION DAY, PROJECT RETURN STAFF EVALUATES AND ADDRESS PARTICIPANTS' IMMEDIATE, CRITICAL NEEDS, PROVIDING WRAPAROUND SUPPORTIVE SERVICES SUCH AS: PURCHASING BIRTH CERTIFICATES AND PHOTO IDS; HOUSING ASSISTANCE IN THE FORM OF REFERRALS; PAYING FOR MEDICAL, DENTAL, AND VISION EXAMS; BUS PASSES AND FOOD BAGS; AND TOOLS AND CLOTHING FOR WORK. ADDITIONAL PROGRAMS AT PROJECT RETURN INCLUDE CHILD SUPPORT SERVICES, JOB RETENTION SERVICES, HARD SKILLS TRAINING COURSES, AND AN ENTREPRENEURSHIP PROGRAM. 308631 0 283788 PRO HOUSING: THE TYPICAL HOUSING TRAJECTORY WE SEE FOR OUR PEOPLE IS THAT THEY ARE FORTUNATE TO RESIDE IN TEMPORARY HOUSING FOR THE FIRST FEW MONTHS OF THEIR RELEASE, BUT IT EVENTUALLY COMES TO AN END AND THEY MUST LOOK FOR AFFORDABLE RENTAL OPPORTUNITIES. DESPITE THE FACT THAT THESE INDIVIDUALS EARN SATISFACTORY WAGES AND ARE RELIABLE TAXPAYERS IN OUR COMMUNITY, STIGMA OFTEN LEADS TO EXCLUSION FROM THE PRIVATE MARKET, AS LANDLORDS ARE FREE TO USE CONVICTION HISTORY AS A BASIS FOR REJECTING THEIR APPLICATIONS. IT CAN BE PRACTICALLY IMPOSSIBLE FOR THEM TO GET ON A LEASE, DESPITE THEIR STEADY INCOME, SOLID REFERENCES, CAREFUL FINANCIAL MANAGEMENT, AND OVERALL WHEREWITHAL. (CONTINUED ON SCHEDULE O)ADDITIONALLY, RESEARCH SHOWS THAT THOSE WHO HAVE BEEN TO PRISON JUST ONCE EXPERIENCE HOMELESSNESS AT A RATE 7 TIMES HIGHER THAN THE GENERAL PUBLIC, WHILE THOSE WHO HAVE BEEN INCARCERATED MULTIPLE TIMES EXPERIENCE HOMELESSNESS AT A RATE 13 TIMES HIGHER THAN THOSE WHO HAVEN'T BEEN INCARCERATED AT ALL. RECOGNIZING THIS SEVERE NEED FOR ACCESSIBLE AFFORDABLE RENTAL HOUSING FOR PEOPLE WITH A CONVICTION HISTORY, AND FOLLOWING THE SUCCESS OF PROE PROJECT RETURN LAUNCHED ITS SECOND SOCIAL ENTERPRISE, PROH (PROJECT RETURN OPPORTUNITIES FOR HOUSING), IN 2017. THROUGH PROH, PROJECT RETURN ACQUIRES AND REHABS MODEST, SCATTERED-SITE (ANTI-ENCLAVE), MULTI-FAMILY PROPERTIES, WHICH ARE AVAILABLE TO RENT FOR THOSE WHO HAVE COME THROUGH PROJECT RETURN'S PROGRAMS. SINCE LAUNCH IN 2017, PROJECT RETURN HAS PURCHASED AND REHABBED 38 UNITS (DUPLEXES AND TRIPLEXES) IN SITES SCATTERED ACROSS NASHVILLE AND CHATTANOOGA FOR RENT TO PEOPLE WHO ARE LEADING SUCCESSFUL NEW LIVES AFTER INCARCERATION. SPEAKING TO THE SUCCESS OF PROH, RECIDIVISM RATES OF OUR PROH TENANTS IS 3% AFTER EIGHT YEARS OF OPERATION. BY PROVIDING SAFE, STABLE, PERMANENT HOUSING, INDIVIDUALS CAN LEAD PRODUCTIVE, SUCCESSFUL LIVES AND LEAVE PRISON BEHIND. 1665516 0 1083211 PRO EMPLOYMENT (PROE) AND PRO PROPERTY SOLUTIONS (PROPS): DESPITE INCREASING AWARENESS AND WILLINGNESS OF EMPLOYERS TO HIRE PEOPLE WITH CONVICTION HISTORIES, THERE IS STILL TREMENDOUS RELUCTANCE TO HIRE PEOPLE IMMEDIATELY AFTER THEIR RELEASE FROM INCARCERATION. PROJECT RETURN OFFERS INNOVATIVE, EMPLOYMENT-CREATING SOCIAL ENTERPRISES AS A SOLUTION. PROE (PROJECT RETURN OPPORTUNITIES FOR EMPLOYMENT), LAUNCHED IN 2013, FUNCTIONS AS A TRANSITIONAL JOBS PROGRAM THAT BRIDGES THE GAP BETWEEN INCARCERATION AND EMPLOYMENT. THROUGH PROE, PROJECT RETURN HIRES ELIGIBLE PARTICIPANTS TEMPORARILY AND PLACES THEM IN JOBS ON THE WORKSITES OF PARTNERING EMPLOYERS. (CONTINUED ON SCHEDULE O)THOSE COMPANIES GAIN MUCH-NEEDED WORKERS, WHILE PROJECT RETURN'S MOTIVATED JOB SEEKERS GAIN AN IMMEDIATE INCOME AND VALUABLE WORK EXPERIENCE, PROPELLING THEM INTO LONG-TERM EMPLOYMENT. PROJECT RETURN OUTFITS THEM FOR THE JOB, AND PROVIDES TRANSITIONAL EMPLOYEES WITH JOB COACHING, TRAINING, TRANSPORTATION, AND WRAPAROUND SUPPORT. THROUGH PROE, OUR PARTICIPANTS GAIN REAL-WORLD WORK EXPERIENCE ON THE JOB, AS WELL AS OUR INDIVIDUALIZED COACHING AND FEEDBACK, TRANSPORTATION, AND OTHER CRITICAL ASSISTANCE, AND PROJECT RETURN GENERATES EARNED INCOME FOR THE OPERATION AND GROWTH OF THIS EMPLOYMENT-CREATING SOCIAL ENTERPRISE. 3350309 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 1 12 0 1 300 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 0 1 1 1 1 1 1 1 0 TN X X KELSEY HALL 6153279654 109 LAFAYETTE STREET NASHVILLE TN 37210 KELLY HARTER PRESIDENT 1.00 X X 0 0 0 VIRGINIA BURNETT VICE PRESIDENT 1.00 X X 0 0 0 BOB BREWER TREASURER 1.00 X X 0 0 0 BERNARD TURNER SECRETARY 1.00 X X 0 0 0 DUSTIN CARLTON BOARD MEMBER 1.00 X 0 0 0 ALONZO CHEEKS BOARD MEMBER 1.00 X 0 0 0 MARK EPPS BOARD MEMBER 1.00 X 0 0 0 MARK FLEMING BOARD MEMBER 1.00 X 0 0 0 MALCOLM HARRIS BOARD MEMBER 1.00 X 0 0 0 IKE NWAELELE BOARD MEMBER 1.00 X 0 0 0 CATHY SPENCER BOARD MEMBER 1.00 X 0 0 0 CHARLES STORY BOARD MEMBER 1.00 X 0 0 0 KURT WESTGARD BOARD MEMBER 1.00 X 0 0 0 RICO X CEO 40.00 X 153334 0 0 ROSALIE RUSSO CFO 40.00 X 60867 0 0 ELIZABETH HAYES COO 40.00 X 117727 0 17188 331928 0 17188 2 0 1 0 0 222740 2406767 840851 3470358 TRANSITIONAL JOBS PROG 900099 1083211 1083211 PRO HOUSING 900099 283788 283788 1366999 385 385 25951 0 25951 25951 25951 8891 0 8891 8891 8891 MISCELLANEOUS INCOME 900099 23610 23610 23610 4896194 1416560 0 9276 199470 199470 349117 275802 59350 13965 2178181 1735938 365871 76372 495662 338743 135906 21013 208038 163949 37041 7048 1305 1305 81590 81590 147251 26635 116031 4585 9942 1798 7834 310 66751 4442 58169 4140 62145 16970 42853 2322 231942 72601 159341 13430 7367 5290 773 4372 1194 3015 163 207553 127193 80360 438392 438392 286247 216434 60763 9050 MISCELLANEOUS EXPENSES 102675 28038 70801 3836 EQUIPMENT RENTAL/MAINT 95455 78959 16496 BANK LOANS AND FEES 36580 15069 21511 PROGRAM SUPPLIES 27464 23507 3957 26529 16200 10329 5270091 3350309 1776205 143577 158934 142263 42748 18213 781448 385402 396860 991447 156966 153404 12314 21290 9682836 1682312 7610844 8000524 82419 0 7967 9242533 9720510 340470 556914 3247940 3880879 0 18648 3588410 4456441 X 5439746 -1692364 214377 6956433 5654123 5264069 9242533 9720510 -373897 3873 -20030 0 X 0 0 0 X 5541955 7549723 5950382 4126515 2979183 26147758 5541955 7549723 5950382 4126515 2979183 26147758 1489611 24658147 2424 84363 20260 7569 26336 140952 159366 1184 160550 26449260 8202422 0.93230 0.72720 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2020 AMOUNT: $ 547. 2024 AMOUNT: $ 1,184. INSURANCE SETTLEMENTS - 2020 AMOUNT: $ 158,819. PART II, LINE 10 AND LINE 12 IN PRIOR YEARS, PROGRAM SERVICE REVENUE WAS REPORTED ON BOTH SCHEDULE A, PART II, LINE 10 AND SCHEDULE A, PART II, LINE 12. THE REPORTING HAS BEEN UPDATED SO THAT PROGRAM SERVICE REVENUE IS REPORTED ONLY ON SCHEDULE A, PART II, LINE 12. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 225443 225443 8905311 1329036 7576275 113698 77933 35765 438384 275343 163041 8000524 RENTAL DEPOSITS 18648 18648 0 IDENTIFICATION DOCUMENTS 454 9895 WORK CLOTHES, SHOES, & TOOLS 344 39328 PURCHASE PRICE WORK OUTFITTING PURCHASED TO INCLUDE CLOTHING, SHOES, AND TOOLS TRANSPORTATION / BUS PASSES 958 61136 PURCHASE PRICE BUS PASSES FOR JOB SEARCH AND JOB ATTENDANCE EMERGENCY FOOD BOXES 763 33940 BAGS OF CANNED GOODS ASSISTANCE WITH RENT/UTILITY/ MEDICAL/PHARMACY BILLS 353 26487 MEDICAL SERVICES 593 6548 DRUG TESTS 294 10284 SKILLS BLDG ASSISTANCE 77 11852 PART I, LINE 2: PROJECT RETURN STAFF PRELIMINARILY DETERMINES THAT THE WOULD-BE RECIPIENT IS PROPERLY A CLIENT WHO IS ELIGIBLE FOR AGENCY SERVICES. FOR A CLIENT WHO IS ELIGIBLE FOR PARTICULAR TYPES OF ASSISTANCE - INCLUDING STATE ID, BIRTH CERTIFICATE, DRIVER'S LICENSE, EMERGENCY FINANCIAL ASSISTANCE, AND WORK CLOTHES/TOOLS - PROJECT RETURN STAFF, IN ACCORDANCE WITH AGENCY-ESTABLISHED PROCEDURES AND/OR GUIDELINES AND RESTRICTIONS OF PARTICULAR GRANTS, COMPLETE A REQUEST FORM SPECIFYING THE DETAILS OF THE ASSISTANCE. THE REQUEST FORM IS REVIEWED AND APPROVED BY THE EXECUTIVE DIRECTOR, AND A CHECK IS ISSUED BY THE ACCOUNTANT. SIMILARLY, BUS PASSES AND EMERGENCY FOOD BOXES ARE DISBURSED TO CLIENTS IN ACCORDANCE WITH AGENCY-ESTABLISHED PROCEDURES AND THE REQUIREMENTS OF GRANT FUNDING; FOR BOTH OF THESE TYPES OF ASSISTANCE, THE ITEMS ARE SECURED IN LOCKED CONTAINERS AT PROJECT RETURN, AND ITEMIZED LOG BOOKS OF THE DISBURSEMENTS ARE MAINTAINED BY STAFF. X X 0 0 0 0 0 0 0 0 0 RICO X CEO 153334 0 0 0 0 0 0 0 0 0 153334 0 0 0 FORM 990, PART VI, SECTION A, LINE 1A THE ORGANIZATION HAS AN EXECUTIVE COMMITTEE, CONSISTING OF THE OFFICERS OF THE BOARD AND ANY ADDITIONAL MEMBERS THAT THE BOARD OF DIRECTORS MAY SEE FIT TO APPOINT. THE EXECUTIVE COMMITTEE IS AUTHORIZED TO TRANSACT EMERGENCY MATTERS, SUPERVISE THE CHIEF EXECUTIVE OFFICER, ENSURE THE ANNUAL AUDIT OF THE ORGANIZATION'S FINANCIAL RECORDS BY AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTANT, AND MAKE DECISIONS WHEN CONVENING A FULL MEETING OF THE BOARD OF DIRECTORS IS NOT FEASIBLE OR PRACTICAL. ALL ACTIONS TAKEN BY THE EXECUTIVE COMMITTEE ARE REPORTED TO THE BOARD OF DIRECTORS AT ITS NEXT MEETING AND ARE SUBJECT TO APPROVAL OR DISAPPROVAL BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 11B A DRAFT COPY OF THE FORM 990 IS EMAILED TO THE EXECUTIVE COMMITTEE OF THE BOARD FOR COMMENTS AND APPROVAL PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C WHEN MEMBERS ANNUALLY SIGN OUR BOARD MEMBER CONFLICT OF INTEREST ACKNOWLEDGEMENT AND DISCLOSURE FORM, THEY EXPRESS THEIR AGREEMENT THAT, IN THE COURSE OF MEETINGS OR ACTIVITIES, THEY ARE OBLIGATED TO DISCLOSE ANY CONFLICT OF INTEREST, OR APPEARANCE OF A CONFLICT, WHEN SUCH ARISES, AND THAT FOR TRANSACTIONS IN WHICH THEY HAVE A CONFLICT, THEY WILL ABSTAIN FROM DISCUSSION AND VOTING. FORM 990, PART VI, SECTION B, LINE 15 THE PROCESS INCORPORATES COMPARABILITY DATA AND ESTABLISHES THE TIMING, BOARD APPROVAL AND REQUIRED DOCUMENTATION, AS WELL AS THE INDEPENDENCE OF THE COMMITTEE CONDUCTING THE REVIEW AND COMMUNICATION OF THE DECISION PROCESS. THE PROCESS WAS LAST COMPLETED IN 2025. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION SUPPLIES THIS INFORMATION TO GIVINGMATTERS.COM, WHICH CAN BE ACCESSED BY THE GENERAL PUBLIC. THE ORGANIZATION ALSO PROVIDES INFORMATION BASED ON SPECIFIC REQUESTS OF DOCUMENTS. INNOVESTMENTS LLC 806 4TH AVE S NASHVILLE TN 37210 REAL ESTATE TN 762236 4017163 PROJECT RETURN