2026-01-14T20:01:12-06:00 2025-06-30 010523282 Berry Dunn McNeil & Parker LLC 2211 Congress St Portland ME 04102 990 2024-07-01 237119236 Shalom House Inc SHAL 2078741080 106 Gilman Street Portland ME 04102 Mary Haynes-Rodgers Executive Director 2078741080 2026-01-13 1 1 Melissa Magoon CPA P01712842 2077752387 2026-01-13 2024 2025-03-06 01:10:19Z Mary Haynes-Rodgers 106 Gilman Street Portland ME 04102 39126610 0 X www.shalomhouseinc.org X 1972 ME Shalom House provides an array of community-based mental health services and a choice of affordable housing ranging from transitional housing and group homes to independent apartments. Once basic needs have been met, people's lives can become more stable. Our goal is to help people with severe mental illness address personal goals, receive services, take medications, and once again become a vital part of the community. 13 13 307 13 53519 30893 134677 110155 37723554 38919496 76467 96959 1666 0 37936364 39126610 28909 23827 0 0 14900079 16078227 0 0 196355 22787257 21920028 37716245 38022082 220119 1104528 17205808 20157216 11602303 13440818 5603505 6716398 X Shalom House offers hope for adults living with severe mental illness by providing an array of community based mental health services and a choice of quality housing that help people lead stable and fulfilling lives in the community. 0 1 17338143 19705283 Residential HousingResidential housing for mentally ill individuals utilizing group homes and apartments with various levels of support to foster independent living skills. 16906064 23827 19214213 Rental Assistance & SubsidiesAdministration and distribution of state and federal rental assistance subsidies, including shelter plus care subsidized housing. 34244207 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 410 0 1 307 1 1 1 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 1 1 0 X Douglas Davidson 2078741080 106 Gilman Street Portland ME 04102 Mark Adelson President 1.00 0.25 X X 0 0 0 Holly Burbank Vice President/Housing Chair 1.00 0.25 X X 0 0 0 James Ascanio Treasurer/Finance Chair 1.00 0.25 X X 0 0 0 Kelly Webber Assistant Treasurer 1.00 0.25 X X 0 0 0 Richard Fischer Secretary 1.00 0.25 X X 0 0 0 Shawn Baldwin Director 0.75 0.25 X 0 0 0 Brian Kilgallen Director 1.00 0.25 X 0 0 0 Susan Lichtman Maataoui PhD Director 1.00 0.25 X 0 0 0 Gary Rogers Director 0.75 0.25 X 0 0 0 Mike Sprague Director 0.75 0.25 X 0 0 0 Jennifer Yahr Director 0.75 0.25 X 0 0 0 Tessa Metcalfe Director 0.75 0.25 X 0 0 0 Haley Pogachefsky Director 0.75 0.25 X 0 0 0 Mary Haynes-Rodgers Executive Director 40.00 5.00 X 156348 0 6474 Douglas Davidson Finance Director 40.00 5.00 X 102258 0 3873 Abigail Spadone Clinical Director 40.00 0.00 X 110262 0 4777 Edward Hermann Human Resources Director 40.00 0.00 X 102791 0 2252 471659 0 17376 4 0 1 0 0 110155 110155 Gov't Grants & Contracts 624100 19529751 19529751 Medicare, Medicaid 624100 16555177 16555177 Subsistence Revenue 624100 2147530 2147530 Miscellaneous 624100 626659 573140 53519 Management Fees 624100 60379 60379 38919496 34499 34499 45883 16577 0 0 45883 16577 62460 62460 39126610 38865977 53519 96959 23827 23827 268953 268953 11995327 10586814 1287943 120570 139207 124356 13454 1397 2781677 2388849 365986 26842 893063 765702 118757 8604 18021 1988 16033 93853 10352 83501 8935 8935 91338 25411 65927 3666 277 1394 1995 156810 130741 23333 2736 167078 117456 48454 1168 880855 638821 237326 4708 98360 98061 299 27731 25471 1856 404 168405 50463 117942 444031 184401 259630 201005 86984 114021 Subsidy Payments 17455740 17455740 Other Expenses 1055404 596924 430549 27931 Service Provider Tax 567846 567846 Repairs & Maintenance 480950 363723 117227 38022082 34244207 3581520 196355 X 3775 3725 3205087 6981004 2316791 1894681 183438 183438 125387 154018 17542706 8651589 9234259 8891117 319758 319753 915824 769768 901489 959712 17205808 20157216 1113856 1608551 9453572 8734656 1034875 3097611 11602303 13440818 X 5046895 6099826 556610 616572 5603505 6716398 17205808 20157216 1104528 8365 0 X 0 1 X 1 1 1 X 1741469 101718 103786 134677 110155 2191805 29354781 31015723 32679159 37723554 38919496 169692713 31096250 31117441 32782945 37858231 39029651 171884518 0 0 0 171884518 5129 1919 9811 14072 34499 65430 6983 26136 18796 10941 24405 87261 12112 28055 28607 25013 58904 152691 1667 386082 1666 389415 31110029 31145496 33197634 37884910 39088555 172426624 0.99690 0.99570 0.00090 0.00070 X Schedule A, Part III, Line 12, Explanation of Other Income: Debt Forgiveness - 2020 Amount: $ 1,667. 2022 Amount: $ 386,082. 2023 Amount: $ 1,666. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 525111 49796 574907 480425 44686 525111 456383 24042 480425 500943 -35568 8992 456383 370301 139571 8929 500943 0.00000 1.00000 0.00000 1 0 1789374 1789374 15004519 8035157 6969362 748813 616432 132381 8891117 Estimated Third-Party Payor Settlements 2319060 Operating Lease Liability 778551 3097611 Part V, Line 4: Shalom House, Inc. has an endowment fund designated to supplement funding of agency programs. It is held and administered by Maine Community Foundation and invested in mutual funds. The board of directors of the Maine Community Foundation has the power to modify, consistent with Maine law, any restriction or condition on the distribution of funds for any specified organization if, in the sole judgement of the Board (without the necessity of the approval of any participating trustee, custodian, or agent), such restriction or condition becomes, in effect, unnecessary, incapable of fulfillment or inconsistent with the charitable needs of the community. 1 Basic Needs Fund 79 23827 Part I, Line 2: Shalom House administers Basic Needs Funds for Shalom clients to meet needs that cannot be addressed by other funding sources. These include urgent situations involving needs such as but not limited to housing, food, medication, and medical care that cannot be addressed by other funding sources. In all instances, other funding mechanisms (Provident Fund, GA, other forms of funding) must be explored and ruled out. This is documented on the Basic Needs Fund Request Form. Whenever possible, attempts are made to recover expenditures especially if they were made pending the establishment of MaineCare, SSI, SSDI, or other entitlements. Staff must follow the guidelines of the Basic Needs Fund (BNF) to request assistance. This includes completing a request form that includes detailed information about each request, the amount needed and why staff recommends approval. Documentation must accompany the request and must be signed by the Program Manager or Assistant Program Manager. Final approval is made by the Development Director who distributes the funds accordingly. Request Guidelines: o The need for the resource should relate to a person's ability to live as independently as possible. o No other source of funds is available to meet the need. o No more than $500 can be requested for a client at a time, unless agreed upon by the Development Director. o Documentation must be provided that supports the request for funds. (Copies of bills, invoices, etc. that shows the amount requested, who to pay and an address to send) o If a check is requested it is the responsibility of the PM or APM to determine whether the accounting department has a current W9 on file for that vendor. o No money will be given directly to clients. Checks will not be made out to clients either. The Development Director maintains records of all grants and/or assistance provided to our clients and residents. All instances of assistance are recorded and maintained in spreadsheets which track the spenddown of the funds and captures information regarding the client, who the funds will be paid to or what they will be used for, which program the request originated from, how it was paid (check, credit card, etc.) and the amount of the assistance. These spreadsheets are reconciled to the Finance Department's accounting software on a quarterly basis. Schedule I, Part III During the year, the basic needs fund helped with a range of needs including, but not limited to, food and clothing, prescription co-payments, medical procedures and supplies, dental costs dentures, apartment application fees, security deposits, back rent to avoid eviction, heating bills, moving costs, vet expenses, eye exams and glasses. X 0 0 0 0 0 0 0 0 0 Mary Haynes-Rodgers Executive Director 124048 0 0 0 32300 0 4742 0 1732 0 162822 0 0 0 Form 990, Part III, line 3 BRAP is "paused/frozen" because of funding. SPC moving to PSHP. January 1st started the PSHP agreement. PSHP will be cost settled. Form 990, Part VI, Section B, line 11b The finance director and other agency staff members assist the auditing firm with preparation of the annual Form 990. The finance director and accounting coordinator review a draft of the Form 990 for completeness, accuracy, and reconciliation with the audited financial statements. They also review the narratives describing the agency's mission, programs, policies and procedures to ensure that they are up to date and accurate. The finance director then reviews the 990 with the executive director. The agency's finance committee is charged by the board of directors with oversight of both the audit and preparation of the Form 990. All committee members have significant expertise and experience regarding financial and regulatory reporting. The committee members are provided with a draft of the Form 990 for their review. Feedback from the members is collected by the committee chairperson, who then meets with the auditors and management, as deemed necessary, to resolve any questions or concerns. When the finance committee chairperson's review is complete, the Form 990 is filing by the agency management. Form 990, Part VI, Section B, line 12c The agency's directors are required by board policies to complete an annual questionnaire designed to identify any existing or potential conflicts of interest with the agency. These questionnaires are reviewed by the board president and executive director. Any recommended corrective action if necessary, would be brought to the board for discussion and final. Form 990, Part VI, Section B, line 15 Shalom House, Inc. uses the Maine Association for Non-Profits compensation handbook to assess appropriate compensation levels and provide comparable data regarding compensation. The Maine Association for Non-Profits publishes its compensation survey bi-annually. The board of directors review and approves the total agency salaries (including executive directors compensation) during the annual budget process. The agency benefits package is reviewed by the board as a part of the annual health insurance renewal. All management and staff are eligible for the same benefits in accordance with the personnel policies. The executive director and management team are charged with the development of the specific positions within the agency, the job descriptions, and the appropriate salary range for each. These are reviewed by the board of directors as necessary as well as in conjunction with budget preparation Form 990, Part VI, Section C, line 18 Shalom House, Inc. makes available, upon request, its form 990 and all other information and documents required by law to be available for public inspeciton. At this time, there are no plans to include this information on the agency's website. Information may also be accessed on the internet at the GuideStar.com website. Form 990, Part VI, Section C, line 19 Shalom House, Inc. does not have a formal policy regarding public disclosure of governing documents, policies, and financial statements. Requests for that information are addressed on a case by case basis by agency management. Form 990, Part X, Line 10: Land, Buildings, and Equipment: Section 1.263(a)-3(n) Election: Shalom House, Inc. 106 Gilman Street Portland, ME 04102 EIN: 23-7119236 Section 1.263(a)-3(n) Election: Shalom House, Inc. is electing to capitalize repair and maintenance costs under Regulation Section 1.263(a)-3(n). Pleasant Street Housing Inc 106 Gilman Street Portland ME 04102 010406611 Provide Housing ME 501(c)(3) Line 10 Shalom House Inc 1 Ninety High LP co Shalom House Inc 106 Gilman Street Portland ME 04102 010547793 Provide Housing ME Shalom House Inc Related 17392 968341 0 1 0.00010 315 Valley Street LP 106 Gilman Street Portland ME 04102 342049701 Provide Housing ME N/A 0 0 30 Mellen Street LP 106 Gilman Street Portland ME 04102 853705853 Provide Housing ME Shalom Mellen Street Inc Related 821 957110 0 0 0.01000 Shalom House Valley Street Development 106 Gilman Street Portland ME 04102 204435341 Development ME Shalom House Inc C 1 119964 1.00000 1 Shalom Mellen Street Inc 106 Gilman Street Portland ME 04102 861312720 Provide Housing ME Shalom House Inc C 81336 -610097 1.00000 1 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 1 1 1 0 Ninety High LP D 343000 FMV 30 Mellen Street LP D 1279757 FMV