Skip to content
Nonprofiteer
← LIGHTHOUSE OF OAKLAND COUNTY INC

Form 990 for tax year 2023

Filed by LIGHTHOUSE OF OAKLAND COUNTY INC.

Totals

Total revenue
$70,804
Total expenses
$23,212
Contributions and grants received
$2,851
Grants paid
$0
Program service revenue
$0
Investment income
$67,953
Other revenue
$0
Total assets, end of year
$4,346,620
Total liabilities, end of year
$537,506
Net assets or fund balances, end of year
$3,809,114
Program services expenses (Part IX)
$2,976
Management and general expenses
$20,236
Fundraising expenses
$0
Program service expenses (Part III)
$2,976

Program services were 12.8% 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

    $2,851

  • 3 · Investment income

    total $63,223 · excluded $63,223

  • 7a · Gross sales of assets other than inventory

    securities $164,279

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

    securities $159,549

  • 7c · Gain or loss

    securities $4,730

  • 7d · Net gain or loss

    total $4,730 · excluded $4,730

Functional expenses

Part IX, the statement of functional expenses.

  • 11f · Fees: investment management

    total $77 · management and general $77

  • 13 · Office expenses

    total $2,425 · management and general $2,425

  • 24a · Other expenses: MISCELLANEOUS EXPENSE

    total $20,710 · program services $2,976 · management and general $17,734

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $7,737 · end of year $13,992

  • 4 · Accounts receivable

    beginning of year $20,743 · end of year $291

  • 11 · Investments: publicly traded securities

    beginning of year $2,358,062 · end of year $2,481,581

  • 15 · Other assets

    beginning of year $1,693,644 · end of year $1,850,756

  • 23 · Secured mortgages and notes payable

    beginning of year $537,506 · end of year $537,506

  • 27 · Net assets without donor restrictions

    beginning of year $2,177,884 · end of year $2,313,340

  • 28 · Net assets with donor restrictions

    beginning of year $1,364,796 · end of year $1,495,774

Mission and programs · 2023

Mission

TO SUPPORT LIGHTHOUSE MI IN THEIR MISSION TO BUILD EQUITABLE COMMUNITIES AND ALLEVIATE POVERTY IN PARTNERSHIP WITH AND IN SERVICE TO INDIVIDUALS, FAMILIES, AND ORGANIZATIONS.

  • THE ORGANIZATION SERVES RESIDENTS OF SOUTHEASTERN MICHIGAN WHO ARE FACING ECONOMIC HARDSHIP BY PROVIDING THE SUPPORT AND RESOURCES THEY NEED TO MOVE FROM CRISIS TOWARDS SELF-SUFFICIENCY.

    Expenses $2,976

As filed on the 2023 return.

Listed in Part VII

  • RYAN HERTZ

    PRESIDENT & CEO

    Total calculated
    $250,129
    From this org
    $0
    From related orgs
    $227,639
    Other
    $22,490
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $227,639 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $22,490 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $250,129 related

  • JACKIE BUCHANAN

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    2

  • RICHARD LEWNAU

    PAST CHAIR

    Total calculated
    $0
    Hours/week
    2

  • JONATHON BURLEIGH

    VICE CHAIRPERSON

    Total calculated
    $0
    Hours/week
    2

  • JAMES CAMPBELL

    SECRETARY

    Total calculated
    $0
    Hours/week
    2

  • JACQUI SPICER

    TREASURER

    Total calculated
    $0
    Hours/week
    2

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

None.

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • WHITTEMORE STREET LLC

    PROVIDE HOUSING TO HOMELESS & PREGNANT TEENAGE GIRLS · MI

    Directly controlled by SOUTH OAKLAND SHELTER

Related partnerships

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

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2023
Filed
8 May 2025
IRS schema version
2023v6.0
Source object
202521329349301447

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.