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Nonprofiteer
← SHELTERED LIVING INC

Form 990 for tax year 2022

Filed by SHELTERED LIVING INC.

Totals

Total revenue
$7,482,761
Total expenses
$7,679,133
Contributions and grants received
$402,488
Grants paid
$0
Program service revenue
$7,047,288
Investment income
$0
Other revenue
$32,985
Total assets, end of year
$7,429,990
Total liabilities, end of year
$1,218,071
Net assets or fund balances, end of year
$6,211,919
Program services expenses (Part IX)
$6,331,558
Management and general expenses
$1,347,575
Fundraising expenses
$0
Program service expenses (Part III)
$6,331,558

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

    $73,768

  • 1d · Related organizations

    $0

  • 1e · Government grants (contributions)

    $0

  • 1f · All other contributions, gifts and grants

    $328,720

  • 1g · Noncash contributions included above

    $0

  • 2a · Program service revenue: Fees

    total $833,588 · related or exempt $833,588 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: HCBS

    total $6,078,363 · related or exempt $6,078,363 · unrelated business $0 · excluded $0

  • 2c · Program service revenue: Housing Assistance Payments

    total $37,642 · related or exempt $37,642 · unrelated business $0 · excluded $0

  • 2d · Program service revenue: Other Revenue

    total $97,695 · related or exempt $97,695 · unrelated business $0 · excluded $0

  • 2f · All other program service revenue

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

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7c · Gain or loss

    securities $0 · other assets $0

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

    $72,000

  • 10a · Gross sales of inventory

    $12,743

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $12,743 · related or exempt $12,743 · unrelated business $0 · excluded $0

  • 11d · All other revenue

    total $20,242 · related or exempt $20,242 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $20,242

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $662,324 · program services $122,645 · management and general $539,679 · fundraising $0

  • 6 · Compensation of disqualified persons

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

  • 7 · Other salaries and wages

    total $3,921,247 · program services $3,921,247 · management and general $0 · fundraising $0

  • 8 · Pension plan contributions

    total $421,609 · program services $331,431 · management and general $90,178 · fundraising $0

  • 9 · Other employee benefits

    total $459,206 · program services $330,911 · management and general $128,295 · fundraising $0

  • 10 · Payroll taxes

    total $345,207 · program services $273,352 · management and general $71,855 · fundraising $0

  • 11a · Fees: management

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

  • 11b · Fees: legal

    total $675 · program services $0 · management and general $675 · fundraising $0

  • 11c · Fees: accounting

    total $16,000 · program services $0 · management and general $16,000 · 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 $0 · program services $0 · management and general $0 · fundraising $0

  • 13 · Office expenses

    total $25,754 · program services $0 · management and general $25,754 · fundraising $0

  • 14 · Information technology

    total $186,321 · program services $129,401 · management and general $56,920 · fundraising $0

  • 15 · Royalties

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

  • 16 · Occupancy

    total $493,164 · program services $432,849 · management and general $60,315 · fundraising $0

  • 17 · Travel

    total $55,576 · program services $48,604 · management and general $6,972 · 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 $7,408 · program services $0 · management and general $7,408 · fundraising $0

  • 20 · Interest

    total $2,355 · program services $2,342 · management and general $13 · fundraising $0

  • 21 · Payments to affiliates

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

  • 22 · Depreciation, depletion and amortization

    total $377,539 · program services $240,676 · management and general $136,863 · fundraising $0

  • 23 · Insurance

    total $173,694 · program services $158,212 · management and general $15,482 · fundraising $0

  • 24e · All other expenses

    total $531,054 · program services $339,888 · management and general $191,166 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $223,603 · end of year $3,184,165

  • 2 · Savings and temporary cash investments

    beginning of year $2,758,719

  • 4 · Accounts receivable

    beginning of year $326,722 · end of year $538,975

  • 9 · Prepaid expenses and deferred charges

    beginning of year $66,487 · end of year $2,068

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

    $7,305,269

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

    $4,559,585

  • 10c · Land, buildings and equipment, net

    beginning of year $3,071,848 · end of year $2,745,684

  • 15 · Other assets

    beginning of year $744,398 · end of year $959,098

  • 17 · Accounts payable and accrued expenses

    beginning of year $656,958 · end of year $1,082,329

  • 18 · Grants payable

    beginning of year $0

  • 19 · Deferred revenue

    beginning of year $44,441 · end of year $72,882

  • 23 · Secured mortgages and notes payable

    beginning of year $80,919 · end of year $61,692

  • 25 · Other liabilities

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

  • 27 · Net assets without donor restrictions

    beginning of year $5,904,212 · end of year $5,791,184

  • 28 · Net assets with donor restrictions

    beginning of year $504,079 · end of year $420,735

Mission and programs · 2022

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 $5,346,461 · Revenue $6,091,554

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

    Expenses $985,097 · Revenue $932,178

As filed on the 2022 return.

Listed in Part VII

  • Lisa Jackson

    President/CEO

    Total calculated
    $177,027
    From this org
    $177,027
    From related orgs
    $0
    Other
    $0
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $148,014
    Bonus
    $14,726
    Other
    $14,287
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $177,027

  • Doug Vincent

    Chief Compliance Officer

    Total calculated
    $131,674
    From this org
    $131,674
    From related orgs
    $0
    Other
    $0
    Hours/week
    40

  • Kathleen Brayton

    CFO

    Total calculated
    $110,730
    From this org
    $110,730
    From related orgs
    $0
    Other
    $0
    Hours/week
    38 + 2 related

  • Michael Lesser

    Director

    Total calculated
    $0
    Hours/week
    0

  • Traci Brown

    Director

    Total calculated
    $0
    Hours/week
    0

  • Phil Whalen

    Vice Chair

    Total calculated
    $0
    Hours/week
    0

  • Abby Lear

    Director

    Total calculated
    $0
    Hours/week
    0

  • Beth Simpson

    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

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
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202430319349302068

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