2026-03-12T10:09:42-05:00 2025-06-30 331756852 COHEN & CO ADVISORY LLC OFFICES LISTED AT WWWCOHENCOCOM OH 44115 990 2024-07-01 382847849 SOUTH OAKLAND SHELTER SOUT 2489206000 46156 WOODWARD AVE PONTIAC MI 48342 RYAN HERTZ CEO 2489206000 2026-03-11 1 1 PARGAT SINGH P02184330 8002291099 2026-03-11 2024 2025-03-06 01:10:19Z LIGHTHOUSE MI RYAN HERTZ 46156 WOODWARD AVE PONTIAC MI 48342 12296685 0 X WWW.LIGHTHOUSEMI.ORG X 1985 MI LIGHTHOUSE MI ENDEAVORS TO BUILD EQUITABLE COMMUNITIES AND ALLEVIATE POVERTY IN PARTNERSHIP WITH AND IN SERVICE TO INDIVIDUALS, FAMILIES, AND ORGANIZATIONS. 19 18 92 18245 0 0 14038633 10980028 262565 227178 105785 675715 447294 -16785 14854277 11866136 0 0 0 0 4379370 5199620 0 0 1294365 10282048 6418704 14661418 11618324 192859 247812 14251158 20299870 3331961 9002871 10919197 11296999 LIGHTHOUSE MI ENDEAVORS TO BUILD EQUITABLE COMMUNITIES AND ALLEVIATE POVERTY IN PARTNERSHIP WITH AND IN SERVICE TO INDIVIDUALS, FAMILIES, AND ORGANIZATIONS. 0 0 4591316 250616 LIGHTHOUSE ADDRESSES THE IMMEDIATE, EMERGENCY NEEDS OF COMMUNITY MEMBERS BY QUICKLY PROVIDING ACCESS TO FLEXIBLE, CLIENT-CENTERED, AND HOUSING-FIRST PROGRAMMING. LIGHTHOUSE'S EMERGENCY SERVICES DEPARTMENT INCLUDES OUR AGENCY FAMILY SHELTER AS WELL AND VARIOUS RESOURCES TO HELP HOUSEHOLDS RESOLVE FINANCIAL CRISES. LIGHTHOUSE'S EMERGENCY SHELTER IS OAKLAND COUNTY'S ONLY DEDICATED FAMILY SHELTER SERVING FAMILIES OF ALL TYPES AND MAKEUPS AND SUCCESSFULLY TRANSITIONS OVER 70% INTO HOUSING. THROUGH VARIOUS FUNDING STREAMS, LIGHTHOUSE ADDRESSES AND RESOLVES IMMEDIATE CRISES BY PROVIDING A VARIETY OF SERVICES INCLUDING: EVICTION PREVENTION, EMERGENCY UTILITY ASSISTANCE TO PREVENT SHUT-OFFS, AND RAPID RE-HOUSING ASSISTANCE. LIGHTHOUSE ALSO PROVIDES EMERGENCY FOOD TO INDIVIDUALS AND FAMILIES IN NEED. 2413649 LIGHTHOUSE'S STABILITY SERVICES DEPARTMENT CONSISTS OF A VARIETY OF PROGRAMS DESIGNED TO HAVE LONG-TERM ENGAGEMENT WITH THE HOUSEHOLDS SERVED. THIS INCLUDES: TRANSITIONAL HOUSING FOR WOMEN AND CHILDREN, MANY OF WHOM HAVE EXPERIENCED DOMESTIC VIOLENCE; PERMANENT SUPPORTIVE HOUSING PROGRAMS THAT PRIORITIZE HOUSEHOLDS EXPERIENCING CHRONIC HOMELESSNESS; IN-HOME CASE MANAGEMENT FOR ONE YEAR FOR RECENTLY RE-HOUSED HOUSEHOLDS; AND ECONOMIC MOBILITY COACHING AND SERVICES. 1286988 LIGHTHOUSE ADDRESSES THE NEEDS OF HOMELESS YOUTH WITH VARIOUS PROGRAMS SUCH AS SANCTUARY FOR YOUTH 10-17 IN CRISIS, A STEP FORWARD FOR 16-17 YRS, AND THE GRADUATED APARTMENT PROGRAM FOR AGES 18-24 YEARS OLD. 8291953 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 121 0 92 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 19 18 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MI X FINANCIAL ONE ACCOUNTING INC 7344538804 44744 HELM STREET PONTIAC MI 48170 RYAN HERTZ PRESIDENT & CEO 40.00 X X 244342 0 23000 JONATHAN BURLEIGH CHAIRPERSON 2.00 X X 0 0 0 JACKIE BUCHANAN PAST CHAIR 1.00 X X 0 0 0 JACQUI SPICER VICE CHAIRPERSON 2.00 X X 0 0 0 DR BILL SOLOMOSON SECRETARY 2.00 X X 0 0 0 MAURICE EDWARDS TREASURER 2.00 X X 0 0 0 DENNIS BLENDER BOARD MEMBER 1.00 X 0 0 0 PATTY CORKERY BOARD MEMBER 1.00 X 0 0 0 SOMMER DAWSON BOARD MEMBER 1.00 X 0 0 0 DR CHANEL HAMPTON BOARD MEMBER 1.00 X 0 0 0 BRYAN KIELER BOARD MEMBER 1.00 X 0 0 0 JAMES CAMPBELL BOARD MEMBER 1.00 X 0 0 0 SCOTT STEWART BOARD MEMBER 1.00 X 0 0 0 TORRE BROWN BOARD MEMBER 1.00 X 0 0 0 LEESA SESTA BOARD MEMBER 1.00 X 0 0 0 JIM CIROLI EMERITUS BOARD MEMBER 1.00 X 0 0 0 SUSAN COOPER EMERITUS BOARD MEMBER 1.00 X 0 0 0 HARRY MAISEL EMERITUS BOARD MEMBER 1.00 X 0 0 0 RICHARD LEWNAU EMERITUS BOARD MEMBER 1.00 X 0 0 0 JENNY POMA COO 40.00 X 151178 0 15333 TODD BURK CHIEF REAL ESTATE AND COMM 40.00 X 127972 0 16230 MARY RIEGLE CHIEF PHILANTHROPY OFFICER 40.00 X 120439 0 12984 RITA FIELDS STRATEGIC & HR 40.00 X 147796 0 11473 791727 0 79020 5 0 1 0 FINANCIAL ONE ACCOUNTING 44744 HELM PLYMOUTH MI 48170 ACCOUNTING SERVICES 407213 LABOR STAFFING SOLUTIONS 7116 SOLUTION CENTER CHICAGO IL 60677 EMPLOYEE LEASING 134323 2 460374 4484039 6035615 1425971 10980028 PROGRAM FEES 900099 227178 227178 227178 106404 106404 9300 0 9300 9300 9300 4259 940789 0 375737 4259 565052 569311 569311 5289 460374 54812 -49523 -49523 MISCELLANEOUS REVENUE 900099 24234 24234 INVESTMENT IN BEACON 900099 -796 -796 23438 11866136 250616 0 635492 890403 623725 116737 149941 3449064 2434153 420058 594853 41694 27153 9114 5427 513744 334568 112303 66873 304715 198441 66610 39664 991222 703416 90434 197372 54271 38513 4951 10807 444919 21262 423657 2191 2191 390613 54260 147414 188939 100518 71332 9171 20015 486761 199980 286761 20 39468 22866 11310 5292 26782 15516 7675 3591 13535 13535 182899 65593 117306 315275 174455 140820 CLIENT NEEDS 1643960 1643960 0 0 CLIENT HOUSING AID 1471220 1471220 0 0 MISCELLANEOUS 105183 90871 12037 2275 DUES AND SUBSCRIPTIONS 75320 26102 39922 9296 74567 74567 11618324 8291953 2032006 1294365 74157 48154 1437557 5693592 915165 3017762 1489561 118993 151700 93700 92412 119083 8358272 2512144 4864866 5846128 1598888 1807779 3626852 3554679 14251158 20299870 632576 1140803 47640 0 0 925000 236153 228998 2415592 6708070 3331961 9002871 X 8606380 6812638 2312817 4484361 10919197 11296999 14251158 20299870 247812 129990 0 X X 0 1 X 1 1 1 X 12773288 26271646 16623300 14038633 10980028 80686895 12773288 26271646 16623300 14038633 10980028 80686895 170621 80516274 10025 8437 161643 113343 115704 409152 29744 134984 164728 109257 98918 208175 81468950 3147263 0.98830 0.99080 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISC REVENUE - 2020 AMOUNT: $ 109,257. 2021 AMOUNT: $ 98,918. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13962 13962 13962 13962 13962 13962 13456 506 13962 10950 2506 13456 1.00000 1 0 691450 691450 5907871 2358700 3549171 88745 31281 57464 1670206 122163 1548043 5846128 MUTUAL FUNDS 1807779 F 1807779 INVESTMENT IN LLC 2942815 ASSETS HELD IN COMMUNITY FOUNDATION 13962 RENTAL UNITS 597902 3554679 DUE TO RELATED PARTY - LIGHTHOUSE OF OAKLAND COUNTY 2015201 DUE TO RELATED PARTY - SPERO 4692869 6708070 X PART V, LINE 4: THE FUNDS ARE MAINTAINED AND ADMINISTERED FOR THE PURPOSE OF PROVIDING SUPPORT TO THE ORGANIZATION'S OBJECTIVES. EARNINGS ARE TO BE USED TO ASSIST WITH FUNDING PROGRAMS ON FINANCIAL EDUCATION, FINANCIAL COUNSELING, AND HOME OWNERSHIP. PART X, LINE 2: THE ORGANIZATION IS A MICHIGAN NON-PROFIT CORPORATION EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION RECOGNIZES AND DISCLOSES UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH GAAP. AS OF AND FOR THE YEAR ENDED JUNE 30, 2025, THE ORGANIZATION DID NOT HAVE A LIABILITY FOR UNRECOGNIZED TAX BENEFITS. RENT PARTY 250024 244735 5289 34776 20036 1 215639 215639 465663 460374 5289 34776 20036 54812 -49523 X X X 0 0 0 0 0 0 0 0 0 RYAN HERTZ PRESIDENT & CEO 244342 0 0 0 0 0 23000 0 0 0 267342 0 0 0 JENNY POMA COO 151178 0 0 0 0 0 15333 0 0 0 166511 0 0 0 RITA FIELDS STRATEGIC & HR 147796 0 0 0 0 0 11473 0 0 0 159269 0 0 0 PART I, LINE 3 EXPLANATION: THE FOLLOWING TASKS ARE COMPLETED IN ORDER TO PREPARE FOR AND GIVE THE CEO/EXECUTIVE DIRECTOR PERFORMANCE REVIEWS AND INCREASES; GOALS ARE ESTABLISHED BY THE BOARD OF TRUSTEES FOR THE YEAR. AT THE END OF THE YEAR, THE CEO PREPARES A SELF EVALUATION ON THE ATTAINMENT OF THOSE GOALS. CEO MEETS WITH THE BOARD CHAIR AND THE BOARD VICE CHAIR TO DISCUSS THE PERFORMANCE REVIEW AND COMPENSATION STUDY. THE ORGANIZATION PARTICIPATES IN A COMPENSATION SURVEY OF NON-PROFITS AND RECEIVES COMPENSATION SURVEY RESULTS. WE ROUTINELY COMPARE OUR STAFF COMPENSATION WITH THE SURVEY RESULTS. X 73940 FAIR MARKET VALUE X 9 1352031 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS SUBMITTED TO THE FINANCE COMMITTEE AND BOARD FOR REVIEW PRIOR TO 990 FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD ASSEMBLES AT LEAST QUARTERLY TO REVIEW ALL FINANCIALS, DOCUMENTS, POLICIES, AND CONFLICTS, IF ANY. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION FOR THE EXECUTIVE DIRECTOR IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. PART XII, LINE 2C NO PROCESSES CHANGED IN THE CURRENT YEAR. WHITTEMORE STREET LLC 46156 WOODWARD PONTIAC MI 48342 383673745 PROVIDE HOUSING TO HOMELESS & PREGNANT TEENAGE GIRLS MI N/A LIGHTHOUSE OF OAKLAND COUNTY PO BOX 430508 PONTIAC MI 48343 382391381 TO END HOMELESSNESS MI 501(C)(3) LINE 7 SOUTH OAKLAND SHELTER 1 SPERO HOUSING GROUP 46156 WOODWARD AVENUE PONTIAC MI 48342 475320389 SUPPORTING MI 501(C)(3) LINE 7 SOUTH OAKLAND SHELTER 1 PINE CREST LDHA LIMITED PARTNERSHIP PO BOX 157 HILLMAN MI 49746 382559415 PROVIDE LOW-INCOME HOUSING TO SENIORS. MI N/A N/A 0 0 SKIDWAY LAKE LDHA LIMITED PARTNERSHIP PO BOX 157 HILLMAN MI 49746 382581429 PROVIDE LOW-INCOME HOUSING TO SENIORS. MI N/A N/A 0 0 COOLIDGE PLACE LIMITED DIVIDEND HOUSING ASSOCIATION LIMITED PARTNERSHIP 5716 MICHIGAN AVENUE DETROIT MI 48210 822796292 PROVIDE LOW-INCOME HOUSING MI N/A N/A 0 0 BEACON HOUSING LIMITED PARTNERSHIP 46156 WOODWARD AVENUE PONTIAC MI 48342 204431313 PROVIDE LOW-INCOME HOUSING TO SENIORS. MI SOUTH OAKLAND SHELTER RELATED -796 0 0 0.99990 CARRIAGE PLACE LIMITED DIVIDEND HOUSING ASSOCIATION LP 132 FRANKLIN BOULEVARD PONTIAC MI 48341 320614843 PROVIDE LOW-INCOME HOUSING MI N/A N/A 0 0 CARRIAGE PLACE GP LLC 132 FRANKLIN BOULEVARD PONTIAC MI 48341 863731636 PROVIDE LOW-INCOME HOUSING MI N/A N/A 0 0 AUBURN PLACE LIMITED DIVIDEND HOUSING ASSOCIATION LLC 46156 WOODWARD AVENUE PONTIAC MI 48342 923704765 PROVIDE LOW-INCOME HOUSING MI N/A N/A 0 0 BEACON PLACE LIMITED DIVIDEND HOUSING ASSOCIATION LLC 46156 WOODWARD AVENUE PONTIAC MI 48342 923647559 PROVIDE LOW-INCOME HOUSING MI N/A N/A 0 0 LEE PLAZA 4 OWNER LIMITED DIVIDEND HOUSING ASSOCIATION LLC 1117 GRISWOLD STREET SUITE 1416 DETROIT MI 48226 PROVIDE LOW-INCOME HOUSING MI N/A N/A 0 0 LEE PLAZA I LIMITED DIVIDEND HOUSING ASSOCIATION LLC 1117 GRISWOLD STREET SUITE 1416 DETROIT MI 48226 PROVIDE LOW-INCOME HOUSING MI N/A N/A 0 0 BEACON HOUSING I INC 46156 WOODWARD AVENUE PONTIAC MI 48342 204431252 DEVELOPER OF LOW-INCOME HOUSING MI N/A C 0 SPERO COOLIDGE PLACE INC 18505 W 12 MILE ROAD LATHRUP VILLAGE MI 48076 822625740 DEVELOPER OF LOW-INCOME HOUSING MI N/A C 0 SPERO CARRIAGE PLACE INC 46156 WOODWARD AVENUE PONTIAC MI 48342 843623423 DEVELOPER OF LOW INCOME HOUSING MI N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 SPERO HOUSING GROUP P SEE SUPPLEMENTAL INFORMATION SPERO HOUSING GROUP Q SEE SUPPLEMENTAL INFORMATION SPERO HOUSING GROUP N SEE SUPPLEMENTAL INFORMATION SPERO HOUSING GROUP O SEE SUPPLEMENTAL INFORMATION LIGHTHOUSE OF OAKLAND COUNTY N SEE SUPPLEMENTAL INFORMATION LIGHTHOUSE OF OAKLAND COUNTY O SEE SUPPLEMENTAL INFORMATION LIGHTHOUSE OF OAKLAND COUNTY P SEE SUPPLEMENTAL INFORMATION LIGHTHOUSE OF OAKLAND COUNTY Q SEE SUPPLEMENTAL INFORMATION SCHEDULE R: PART V: SECTION 2: LINES 3-6 SOUTH OAKLAND SHELTER, LIGHTHOUSE OF OAKLAND COUNTY, AND SPERO HOUSING GROUP SHARE ALL OF THEIR PAID EMPLOYEES, AS WELL AS SHARING THEIR FACILITIES, EQUIPMENT AND OTHER ASSETS. EXPENSES ARE PAID AND REIMBURSED AMONGST THE ENTITIES THROUGHOUT THE YEAR.