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Nonprofiteer
← SHALOM HOUSE

Form 990 for tax year 2024

Filed by SHALOM HOUSE.

Totals

Total revenue
$39,126,610
Total expenses
$38,022,082
Contributions and grants received
$110,155
Grants paid
$23,827
Program service revenue
$38,919,496
Investment income
$96,959
Other revenue
$0
Total assets, end of year
$20,157,216
Total liabilities, end of year
$13,440,818
Net assets or fund balances, end of year
$6,716,398
Program services expenses (Part IX)
$34,244,207
Management and general expenses
$3,581,520
Fundraising expenses
$196,355
Program service expenses (Part III)
$34,244,207

Program services were 90.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $110,155

  • 2a · Program service revenue: Gov't Grants & Contracts

    total $19,529,751 · related or exempt $19,529,751

  • 2b · Program service revenue: Medicare, Medicaid

    total $16,555,177 · related or exempt $16,555,177

  • 2c · Program service revenue: Subsistence Revenue

    total $2,147,530 · related or exempt $2,147,530

  • 2d · Program service revenue: Miscellaneous

    total $626,659 · related or exempt $573,140 · unrelated business $53,519

  • 2e · Program service revenue: Management Fees

    total $60,379 · related or exempt $60,379

  • 3 · Investment income

    total $34,499 · excluded $34,499

  • 7a · Gross sales of assets other than inventory

    securities $45,883 · other assets $16,577

  • 7b · Less cost or other basis and sales expenses

    securities $0 · other assets $0

  • 7c · Gain or loss

    securities $45,883 · other assets $16,577

  • 7d · Net gain or loss

    total $62,460 · excluded $62,460

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $23,827 · program services $23,827

  • 5 · Compensation of officers, directors and key employees

    total $268,953 · management and general $268,953

  • 7 · Other salaries and wages

    total $11,995,327 · program services $10,586,814 · management and general $1,287,943 · fundraising $120,570

  • 8 · Pension plan contributions

    total $139,207 · program services $124,356 · management and general $13,454 · fundraising $1,397

  • 9 · Other employee benefits

    total $2,781,677 · program services $2,388,849 · management and general $365,986 · fundraising $26,842

  • 10 · Payroll taxes

    total $893,063 · program services $765,702 · management and general $118,757 · fundraising $8,604

  • 11b · Fees: legal

    total $18,021 · program services $1,988 · management and general $16,033

  • 11c · Fees: accounting

    total $93,853 · program services $10,352 · management and general $83,501

  • 11f · Fees: investment management

    total $8,935 · management and general $8,935

  • 11g · Fees: other

    total $91,338 · program services $25,411 · management and general $65,927

  • 12 · Advertising and promotion

    total $3,666 · program services $277 · management and general $1,394 · fundraising $1,995

  • 13 · Office expenses

    total $156,810 · program services $130,741 · management and general $23,333 · fundraising $2,736

  • 14 · Information technology

    total $167,078 · program services $117,456 · management and general $48,454 · fundraising $1,168

  • 16 · Occupancy

    total $880,855 · program services $638,821 · management and general $237,326 · fundraising $4,708

  • 17 · Travel

    total $98,360 · program services $98,061 · management and general $299

  • 19 · Conferences, conventions and meetings

    total $27,731 · program services $25,471 · management and general $1,856 · fundraising $404

  • 20 · Interest

    total $168,405 · program services $50,463 · management and general $117,942

  • 22 · Depreciation, depletion and amortization

    total $444,031 · program services $184,401 · management and general $259,630

  • 23 · Insurance

    total $201,005 · program services $86,984 · management and general $114,021

  • 24a · Other expenses: Subsidy Payments

    total $17,455,740 · program services $17,455,740

  • 24b · Other expenses: Other Expenses

    total $1,055,404 · program services $596,924 · management and general $430,549 · fundraising $27,931

  • 24c · Other expenses: Service Provider Tax

    total $567,846 · program services $567,846

  • 24d · Other expenses: Repairs & Maintenance

    total $480,950 · program services $363,723 · management and general $117,227

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,775 · end of year $3,725

  • 2 · Savings and temporary cash investments

    beginning of year $3,205,087 · end of year $6,981,004

  • 4 · Accounts receivable

    beginning of year $2,316,791 · end of year $1,894,681

  • 7 · Other notes and loans receivable

    beginning of year $183,438 · end of year $183,438

  • 9 · Prepaid expenses and deferred charges

    beginning of year $125,387 · end of year $154,018

  • 10a · Land, buildings and equipment: cost or other basis

    $17,542,706

  • 10b · Land, buildings and equipment: accumulated depreciation

    $8,651,589

  • 10c · Land, buildings and equipment, net

    beginning of year $9,234,259 · end of year $8,891,117

  • 12 · Investments: other securities

    beginning of year $319,758 · end of year $319,753

  • 14 · Intangible assets

    beginning of year $915,824 · end of year $769,768

  • 15 · Other assets

    beginning of year $901,489 · end of year $959,712

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,113,856 · end of year $1,608,551

  • 23 · Secured mortgages and notes payable

    beginning of year $9,453,572 · end of year $8,734,656

  • 25 · Other liabilities

    beginning of year $1,034,875 · end of year $3,097,611

  • 27 · Net assets without donor restrictions

    beginning of year $5,046,895 · end of year $6,099,826

  • 28 · Net assets with donor restrictions

    beginning of year $556,610 · end of year $616,572

Mission and programs · 2024

Mission

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.

Activities or mission (Part I)

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.

  • Residential HousingResidential housing for mentally ill individuals utilizing group homes and apartments with various levels of support to foster independent living skills.

    Expenses $17,338,143 · Revenue $19,705,283

  • Rental Assistance & SubsidiesAdministration and distribution of state and federal rental assistance subsidies, including shelter plus care subsidized housing.

    Expenses $16,906,064 · Grants $23,827 · Revenue $19,214,213

As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Mark Adelson

    President

    Total calculated
    $0
    Hours/week
    1 + 0.25 related

  • Holly Burbank

    Vice President/Housing Chair

    Total calculated
    $0
    Hours/week
    1 + 0.25 related

  • James Ascanio

    Treasurer/Finance Chair

    Total calculated
    $0
    Hours/week
    1 + 0.25 related

  • Kelly Webber

    Assistant Treasurer

    Total calculated
    $0
    Hours/week
    1 + 0.25 related

  • Richard Fischer

    Secretary

    Total calculated
    $0
    Hours/week
    1 + 0.25 related

  • Shawn Baldwin

    Director

    Total calculated
    $0
    Hours/week
    0.75 + 0.25 related

  • Brian Kilgallen

    Director

    Total calculated
    $0
    Hours/week
    1 + 0.25 related

  • Susan Lichtman Maataoui PhD

    Director

    Total calculated
    $0
    Hours/week
    1 + 0.25 related

  • Gary Rogers

    Director

    Total calculated
    $0
    Hours/week
    0.75 + 0.25 related

  • Mike Sprague

    Director

    Total calculated
    $0
    Hours/week
    0.75 + 0.25 related

  • Jennifer Yahr

    Director

    Total calculated
    $0
    Hours/week
    0.75 + 0.25 related

  • Tessa Metcalfe

    Director

    Total calculated
    $0
    Hours/week
    0.75 + 0.25 related

  • Haley Pogachefsky

    Director

    Total calculated
    $0
    Hours/week
    0.75 + 0.25 related

  • Mary Haynes-Rodgers

    Executive Director

    Total calculated
    $162,822
    From this org
    $156,348
    From related orgs
    $0
    Other
    $6,474
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $124,048
    Bonus
    $0
    Other
    $32,300
    Deferred
    $4,742
    Nontaxable benefits
    $1,732
    Filer's total
    $162,822

  • Douglas Davidson

    Finance Director

    Total calculated
    $106,131
    From this org
    $102,258
    From related orgs
    $0
    Other
    $3,873
    Hours/week
    40 + 5 related

  • Abigail Spadone

    Clinical Director

    Total calculated
    $115,039
    From this org
    $110,262
    From related orgs
    $0
    Other
    $4,777
    Hours/week
    40

  • Edward Hermann

    Human Resources Director

    Total calculated
    $105,043
    From this org
    $102,791
    From related orgs
    $0
    Other
    $2,252
    Hours/week
    40

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • Ninety High LP co Shalom House Inc

    Related · Provide Housing · ME · 0.01% owned · share of income $17,392 · share of assets $968,341 · general or managing partner

    Directly controlled by Shalom House Inc

  • 315 Valley Street LP

    Provide Housing · ME

  • 30 Mellen Street LP

    Related · Provide Housing · ME · 1% owned · share of income $821 · share of assets $957,110

    Directly controlled by Shalom Mellen Street Inc

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • Shalom House Valley Street Development

    C · Development · ME · 100% owned · share of income $1 · share of assets $119,964 · controlled entity

    Directly controlled by Shalom House Inc

  • Shalom Mellen Street Inc

    C · Provide Housing · ME · 100% owned · share of income $81,336 · share of assets -$610,097 · controlled entity

    Directly controlled by Shalom House Inc

Provenance

Return type
form_990
Tax year
2024
Filed
13 January 2026
IRS schema version
2024v5.5
Source object
202630149349302003

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