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Nonprofiteer
← SHALOM HOUSE

Form 990 for tax year 2023

Filed by SHALOM HOUSE.

Totals

Total revenue
$37,936,364
Total expenses
$37,716,245
Contributions and grants received
$134,677
Grants paid
$28,909
Program service revenue
$37,723,554
Investment income
$76,467
Other revenue
$1,666
Total assets, end of year
$17,205,808
Total liabilities, end of year
$11,602,303
Net assets or fund balances, end of year
$5,603,505
Program services expenses (Part IX)
$34,150,901
Management and general expenses
$3,494,399
Fundraising expenses
$70,945
Program service expenses (Part III)
$34,150,901

Program services were 90.5% 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.

  • 1f · All other contributions, gifts and grants

    $134,677

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

    total $20,045,331 · related or exempt $20,045,331

  • 2b · Program service revenue: Medicare, Medicaid

    total $15,234,131 · related or exempt $15,234,131

  • 2c · Program service revenue: Subsistence Revenue

    total $2,105,214 · related or exempt $2,105,214

  • 2d · Program service revenue: Miscellaneous

    total $178,458 · related or exempt $162,797 · unrelated business $15,661

  • 2e · Program service revenue: Management Fees

    total $160,420 · related or exempt $160,420

  • 3 · Investment income

    total $14,072 · excluded $14,072

  • 7a · Gross sales of assets other than inventory

    securities $45,103 · other assets $48,431

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

    securities $0 · other assets $31,139

  • 7c · Gain or loss

    securities $45,103 · other assets $17,292

  • 7d · Net gain or loss

    total $62,395 · excluded $62,395

  • 11a · Other revenue: Debt Forgiveness

    total $1,666 · excluded $1,666

  • 11e · Other revenue, total

    $1,666

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $28,909 · program services $28,909

  • 5 · Compensation of officers, directors and key employees

    total $281,146 · management and general $281,146

  • 7 · Other salaries and wages

    total $11,399,286 · program services $10,176,502 · management and general $1,193,666 · fundraising $29,118

  • 8 · Pension plan contributions

    total $110,760 · program services $101,600 · management and general $9,154 · fundraising $6

  • 9 · Other employee benefits

    total $2,221,731 · program services $1,952,957 · management and general $268,655 · fundraising $119

  • 10 · Payroll taxes

    total $887,156 · program services $778,642 · management and general $108,466 · fundraising $48

  • 11b · Fees: legal

    total $64,025 · program services $57,085 · management and general $6,940

  • 11c · Fees: accounting

    total $93,500 · management and general $93,500

  • 11f · Fees: investment management

    total $8,999 · management and general $8,999

  • 11g · Fees: other

    total $93,499 · program services $30,783 · management and general $62,716

  • 12 · Advertising and promotion

    total $1,995 · fundraising $1,995

  • 13 · Office expenses

    total $146,169 · program services $109,046 · management and general $34,388 · fundraising $2,735

  • 14 · Information technology

    total $145,385 · program services $117,644 · management and general $27,276 · fundraising $465

  • 16 · Occupancy

    total $883,484 · program services $497,946 · management and general $380,723 · fundraising $4,815

  • 17 · Travel

    total $83,177 · program services $79,954 · management and general $3,223

  • 19 · Conferences, conventions and meetings

    total $48,600 · program services $25,881 · management and general $22,469 · fundraising $250

  • 20 · Interest

    total $218,661 · program services $71,610 · management and general $147,051

  • 22 · Depreciation, depletion and amortization

    total $484,434 · program services $225,172 · management and general $259,262

  • 23 · Insurance

    total $175,371 · program services $75,063 · management and general $100,308

  • 24a · Other expenses: UBI Tax

    total $1,500 · program services $1,500

  • 24b · Other expenses: Subsidy Payments

    total $17,955,638 · program services $17,926,784 · fundraising $28,854

  • 24c · Other expenses: Other Expenses

    total $967,139 · program services $567,352 · management and general $397,247 · fundraising $2,540

  • 24d · Other expenses: Service Provider Tax

    total $880,583 · program services $880,583

  • 24e · All other expenses

    total $535,098 · program services $445,888 · management and general $89,210

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,758,582 · end of year $247,753

  • 2 · Savings and temporary cash investments

    beginning of year $2,810,580 · end of year $2,961,109

  • 4 · Accounts receivable

    beginning of year $1,940,670 · end of year $2,316,791

  • 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 $43,834 · end of year $125,387

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

    $17,446,276

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

    $8,212,017

  • 10c · Land, buildings and equipment, net

    beginning of year $9,648,714 · end of year $9,234,259

  • 12 · Investments: other securities

    beginning of year $319,779 · end of year $319,758

  • 14 · Intangible assets

    beginning of year $1,057,770 · end of year $915,824

  • 15 · Other assets

    beginning of year $864,871 · end of year $901,489

  • 17 · Accounts payable and accrued expenses

    beginning of year $961,865 · end of year $1,113,856

  • 23 · Secured mortgages and notes payable

    beginning of year $9,793,269 · end of year $9,453,572

  • 25 · Other liabilities

    beginning of year $2,487,483 · end of year $1,034,875

  • 27 · Net assets without donor restrictions

    beginning of year $4,886,851 · end of year $5,046,895

  • 28 · Net assets with donor restrictions

    beginning of year $498,770 · end of year $556,610

Mission and programs · 2023

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 $16,758,264 · Revenue $18,511,409

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

    Expenses $17,392,637 · Grants $28,909 · Revenue $19,212,145

As filed on the 2023 return.

Listed in Part VII

  • Mark Adelson

    President

    Total calculated
    $0
    Hours/week
    0.75 + 0.25 related

  • Gary Rogers

    Vice President

    Total calculated
    $0
    Hours/week
    1

  • James Ascanio

    Treasurer

    Total calculated
    $0
    Hours/week
    1

  • Kelly Webber

    Assistant Treasurer

    Total calculated
    $0
    Hours/week
    0.75 + 0.25 related

  • Holly Burbank

    Secretary

    Total calculated
    $0
    Hours/week
    0.75 + 0.25 related

  • Shawn Baldwin

    Director

    Total calculated
    $0
    Hours/week
    0.75 + 0.25 related

  • Richard Fischer

    Director

    Total calculated
    $0
    Hours/week
    0.75 + 0.25 related

  • Brian Kilgallen

    Director

    Total calculated
    $0
    Hours/week
    0.75 + 0.25 related

  • Rebecca Kingsley Sewall

    Director

    Total calculated
    $0
    Hours/week
    0.75 + 0.25 related

  • Susan Lichtman Maataoui PhD

    Director

    Total calculated
    $0
    Hours/week
    0.75 + 0.25 related

  • Lisa Whitt

    Director

    Total calculated
    $0
    Hours/week
    1

  • Jennifer Yahr

    Director

    Total calculated
    $0
    Hours/week
    0.75 + 0.25 related

  • Cheryl Ramsay

    Past Secretary

    Total calculated
    $0
    Hours/week
    0.75 + 0.25 related

  • Diane Atwood

    Past Director

    Total calculated
    $0
    Hours/week
    0.75 + 0.25 related

  • Eleanor Dudek

    Past Director

    Total calculated
    $0
    Hours/week
    0.75 + 0.25 related

  • Beth Elicker

    Past Director

    Total calculated
    $0
    Hours/week
    1

  • Curt Sachs

    Past Director

    Total calculated
    $0
    Hours/week
    0.75 + 0.25 related

  • Mary Haynes-Rodgers

    Executive Director

    Total calculated
    $171,614
    From this org
    $165,039
    From related orgs
    $0
    Other
    $6,575
    Hours/week
    40 + 5 related

    Schedule J breakdown matched by us

    Base
    $124,468
    Bonus
    $4,000
    Other
    $36,571
    Deferred
    $4,999
    Nontaxable benefits
    $1,576
    Filer's total
    $171,614

  • Douglas Davidson

    Finance Director

    Total calculated
    $37,976
    From this org
    $37,158
    From related orgs
    $0
    Other
    $818
    Hours/week
    40 + 5 related

  • Jan-Marie Lindholm

    Past Finance Director

    Total calculated
    $71,556
    From this org
    $70,555
    From related orgs
    $0
    Other
    $1,001
    Hours/week
    40 + 5 related

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
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Part I, Line 7
Mary Haynes-Rodgers, Executive Director received a one-time bonus to show appreciation for her leadership. The Executive Committee agreed and the Board approved.

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 -$66,094 · share of assets $933,109 · 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 -$906 · share of assets $927,058

    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 assets $119,697 · controlled entity

    Directly controlled by Shalom House Inc

  • Shalom Mellen Street Inc

    C · Provide Housing · ME · 100% owned · share of income $1,630 · share of assets -$691,433 · controlled entity

    Directly controlled by Shalom House Inc

Provenance

Return type
form_990
Tax year
2023
Filed
14 January 2025
IRS schema version
2023v6.0
Source object
202520159349301312

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