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Nonprofiteer
← SHELTERED LIVING INC

Form 990 for tax year 2023

Filed by SHELTERED LIVING INC.

Totals

Total revenue
$8,408,119
Total expenses
$8,449,385
Contributions and grants received
$444,741
Grants paid
$0
Program service revenue
$7,800,474
Investment income
$74,764
Other revenue
$88,140
Total assets, end of year
$6,377,306
Total liabilities, end of year
$1,106,653
Net assets or fund balances, end of year
$5,270,653
Program services expenses (Part IX)
$6,972,262
Management and general expenses
$1,427,168
Fundraising expenses
$49,955
Program service expenses (Part III)
$6,972,262

Program services were 82.5% 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.

  • 1a · Federated campaigns

    $0

  • 1b · Membership dues

    $0

  • 1c · Fundraising events

    $132,731

  • 1d · Related organizations

    $0

  • 1e · Government grants (contributions)

    $230,338

  • 1f · All other contributions, gifts and grants

    $81,672

  • 1g · Noncash contributions included above

    $10,250

  • 2a · Program service revenue: Program revenue

    total $7,800,474 · related or exempt $7,800,474 · unrelated business $0 · excluded $0

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $48,194 · related or exempt $48,194 · unrelated business $0 · excluded $0

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 5 · Royalties

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $0 · other assets $26,570

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

    securities $0 · other assets $0

  • 7c · Gain or loss

    securities $0 · other assets $26,570

  • 7d · Net gain or loss

    total $26,570 · related or exempt $26,570 · unrelated business $0 · excluded $0

  • 8a · Fundraising events: contributions included on line 1c

    $105,351

  • 11a · Other revenue: Change in Beneficial Interest

    total $62,122 · related or exempt $62,122 · unrelated business $0 · excluded $0

  • 11d · All other revenue

    total $26,018 · related or exempt $26,018 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $88,140

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0 · program services $0

  • 2 · Grants to domestic individuals

    total $0 · program services $0

  • 3 · Grants to foreign organizations and individuals

    total $0 · program services $0

  • 4 · Benefits paid to or for members

    total $0 · program services $0

  • 5 · Compensation of officers, directors and key employees

    total $790,850 · program services $441,961 · management and general $348,889 · fundraising $0

  • 6 · Compensation of disqualified persons

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 7 · Other salaries and wages

    total $4,219,980 · program services $4,025,934 · management and general $194,046 · fundraising $0

  • 8 · Pension plan contributions

    total $460,660 · program services $400,774 · management and general $59,886 · fundraising $0

  • 9 · Other employee benefits

    total $342,323 · program services $297,821 · management and general $44,502 · fundraising $0

  • 10 · Payroll taxes

    total $380,559 · program services $331,086 · management and general $49,473 · fundraising $0

  • 11a · Fees: management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11b · Fees: legal

    total $1,175 · program services $0 · management and general $1,175 · fundraising $0

  • 11c · Fees: accounting

    total $20,000 · program services $0 · management and general $20,000 · fundraising $0

  • 11d · Fees: lobbying

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11e · Fees: professional fundraising services

    total $0 · fundraising $0

  • 11f · Fees: investment management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11g · Fees: other

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 12 · Advertising and promotion

    total $26,398 · program services $0 · management and general $26,398 · fundraising $0

  • 13 · Office expenses

    total $34,868 · program services $0 · management and general $34,868 · fundraising $0

  • 14 · Information technology

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 15 · Royalties

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 16 · Occupancy

    total $782,916 · program services $628,811 · management and general $154,105 · fundraising $0

  • 17 · Travel

    total $217,100 · program services $189,626 · management and general $27,474 · fundraising $0

  • 18 · Travel or entertainment for public officials

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 20 · Interest

    total $162 · program services $0 · management and general $162 · fundraising $0

  • 21 · Payments to affiliates

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 22 · Depreciation, depletion and amortization

    total $346,801 · program services $240,982 · management and general $105,819 · fundraising $0

  • 23 · Insurance

    total $255,174 · program services $177,700 · management and general $77,474 · fundraising $0

  • 24a · Other expenses: Contracts

    total $212,364 · program services $124,350 · management and general $88,014 · fundraising $0

  • 24b · Other expenses: Staff Recruitment

    total $59,440 · program services $0 · management and general $59,440 · fundraising $0

  • 24c · Other expenses: Equipment and Leases

    total $143,427 · program services $78,617 · management and general $64,810 · fundraising $0

  • 24d · Other expenses: Miscellaneous

    total $105,233 · program services $34,600 · management and general $70,633 · fundraising $0

  • 24e · All other expenses

    total $49,955 · program services $0 · management and general $0 · fundraising $49,955

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $3,184,165 · end of year $208,423

  • 2 · Savings and temporary cash investments

    end of year $1,777,201

  • 4 · Accounts receivable

    beginning of year $538,975 · end of year $457,351

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,068 · end of year $21,055

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

    $7,669,151

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

    $4,820,147

  • 10c · Land, buildings and equipment, net

    beginning of year $2,745,684 · end of year $2,849,004

  • 15 · Other assets

    beginning of year $959,098 · end of year $1,064,272

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,082,329 · end of year $873,781

  • 19 · Deferred revenue

    beginning of year $72,882 · end of year $34,959

  • 23 · Secured mortgages and notes payable

    beginning of year $61,692 · end of year $41,544

  • 25 · Other liabilities

    beginning of year $1,168 · end of year $156,369

  • 27 · Net assets without donor restrictions

    beginning of year $5,791,184 · end of year $4,787,796

  • 28 · Net assets with donor restrictions

    beginning of year $420,735 · end of year $482,857

Mission and programs · 2023

Mission

Sheltered Living Inc supports the efforts of individuals with intellectual disabilities to achieve independence and actively participate in the community.

Activities or mission (Part I)

Sheltered Living provides servises to persons with intellectual disabilities

  • Community Living - provide housing, room and board and counseling for adults with intellectual disabilities.

    Expenses $5,945,973 · Revenue $6,926,281

  • Community Integration Program - provide daily activities, living skills training, and job skills training for adults with intellectual disabilities.

    Expenses $1,026,289 · Revenue $850,005

As filed on the 2023 return.

Listed in Part VII

  • Lisa Jackson

    President/CEO

    Total calculated
    $202,970
    From this org
    $202,970
    From related orgs
    $0
    Other
    $0
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $154,542
    Bonus
    $32,994
    Other
    $18,022
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $205,558

  • Kathleen Brayton

    CFO

    Total calculated
    $156,160
    From this org
    $156,160
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $122,748
    Bonus
    $29,278
    Other
    $4,798
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $156,824

  • Doug Vincent

    Chief Compliance Officer

    Total calculated
    $126,697
    From this org
    $126,697
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Timothy Gorton

    Chief Program Officer

    Total calculated
    $113,779
    From this org
    $113,779
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Abeer Sabbarini

    Case Coordinator

    Total calculated
    $102,949
    From this org
    $102,949
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Michael Lesser

    Director

    Total calculated
    $0
    Hours/week
    0

  • Abby Lear

    Director

    Total calculated
    $0
    Hours/week
    0

  • Jeanette Johnson

    Director

    Total calculated
    $0
    Hours/week
    0

  • David Heit

    Board Chair

    Total calculated
    $0
    Hours/week
    0

  • Russ Cobb

    Immediate Past Chair

    Total calculated
    $0
    Hours/week
    0

  • Ruth VonStiers

    Treasurer

    Total calculated
    $0
    Hours/week
    0

  • John Cassidy

    Director

    Total calculated
    $0
    Hours/week
    0

  • TJ Lorson

    Director

    Total calculated
    $0
    Hours/week
    0

  • Norella Munoz

    Director

    Total calculated
    $0
    Hours/week
    0

  • Damon Parker

    Director

    Total calculated
    $0
    Hours/week
    0

  • Cheryl Semmel

    Director

    Total calculated
    $0
    Hours/week
    0

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 · Compensation committee
  • 3 · Written employment contract
  • 3 · Compensation survey or study
  • 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.

Provenance

Return type
form_990
Tax year
2023
Filed
13 November 2024
IRS schema version
2023v5.0
Source object
202433199349313053

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