2023-04-06T08:12:15-05:00 2022-06-30 HAN GROUP LLC 1020 19TH STREET NW SUITE 800 WASHINGTON DC 20036 990 2021-07-01 541571849 CARPENTER'S SHELTER INC CARP 7035487500 930 N HENRY STREET ALEXANDRIA VA 22314 SHANNON STEENE EXECUTIVE DIRECTOR 7035487500 2023-03-22 1 SHANNON STEENE XXX-XX-XXXX JENNIFER S HAN P00633304 2022977000 2023-03-22 0 AAL1 IAL1 2021 2023-04-26 12:10:37Z SHANNON STEENE 930 N HENRY STREET ALEXANDRIA VA 22314 3783196 0 X WWW.CARPENTERSSHELTER.ORG X 1990 VA SUPPORT PEOPLE EXPERIENCING AND AT RISK OF HOMELESSNESS TO ACHIEVE SUSTAINABLE INDEPENDENCE THROUGH SHELTER AND HOUSING PLACEMENT, GUIDANCE, EDUCATION AND ADVOCACY. 14 14 72 1200 0 0 3960315 3685786 0 0 66626 88224 27 9186 4026968 3783196 11334 1043141 0 0 1876438 1953699 0 0 588084 1543074 1079243 3430846 4076083 596122 -292887 11615223 10644706 166095 235291 11449128 10409415 SUPPORT PEOPLE EXPERIENCING AND AT RISK OF HOMELESSNESS TO ACHIEVE SUSTAINABLE INDEPENDENCE THROUGH SHELTER AND HOUSING PLACEMENT, GUIDANCE, EDUCATION AND ADVOCACY. 0 0 3220276 1043141 CARPENTER'S SHELTER SERVES HOMELESS AND FORMERLY HOMELESS PEOPLE IN ALEXANDRIA EACH YEAR THROUGH THE FOLLOWING PROGRAMS: A 60-BED EMERGENCY RESIDENTIAL SHELTER, A DAY SHELTER FOR PEOPLE EXPERIENCING CHRONIC HOMELESSNESS, AN OVERNIGHT SHELTER DURING THE WINTER, AS WELL AS RAPID REHOUSING AND PERMANENT SUPPORTIVE HOUSING FOR CLIENTS IN THE COMMUNITY. CARPENTER'S SHELTER MEETS THE IMMEDIATE NEEDS OF INDIVIDUALS AND FAMILIES EXPERIENCING HOMELESSNESS AND PROVIDES SUPPORT TO ACHIEVE HOUSING STABILITY THROUGH INDIVIDUALIZED CASE MANAGEMENT, HOUSING LOCATION, CONNECTION TO EDUCATION AND TRAINING, WORKFORCE DEVELOPMENT, FINANCIAL LITERACY WORKSHOPS, ON-SITE HEALTH CLINIC SERVICES, MENTAL HEALTH SERVICES, AND CHILDREN'S PROGRAMMING. 3220276 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 6 0 1 72 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 VA X X THE ORGANIZATION 7035487500 930 N HENRY STREET ALEXANDRIA VA 22314 EDITH BULLARD CHAIR 2.00 X X 0 0 0 MIKE LYDEN VICE CHAIR 2.00 X X 0 0 0 SIMONE PUTNAM TREASURER 2.00 X X 0 0 0 JIM TAYLOR SECRETARY 2.00 X X 0 0 0 WILLIE BAILEY DIRECTOR 2.00 X 0 0 0 MEGHAN HENDY DIRECTOR 2.00 X 0 0 0 MASHARIA HOLMAN DIRECTOR 2.00 X 0 0 0 MICHELLE MILLBEN DIRECTOR 2.00 X 0 0 0 KISHA PERKINS DIRECTOR 2.00 X 0 0 0 JENNIFER POERSCH DIRECTOR 2.00 X 0 0 0 ANKUR SHAH DIRECTOR 2.00 X 0 0 0 JONATHAN WOLCOTT DIRECTOR 2.00 X 0 0 0 LAURA ZABRISKIE DIRECTOR 2.00 X 0 0 0 NICOLE BRADLEY DIRECTOR 2.00 X 0 0 0 SHANNON STEENE EXECUTIVE DIRECTOR 40.00 X 139835 0 11500 MARY PARKER LAMM DEPUTY DIRECTOR 40.00 X 100302 0 10300 MARY C CALDWELL THERAPEUTIC SERVICE DIRECTOR 40.00 X 104932 0 8500 MONISE QUIDLEY DIRECTOR OF DEVELOPMENT 40.00 X 106484 0 9700 451553 0 40000 4 0 1 0 0 19960 1537377 2128449 265571 3685786 88224 88224 9186 9186 9186 3783196 0 0 97410 1043141 1043141 156324 93794 31265 31265 1543873 1275348 38361 230164 10897 8937 630 1330 104268 82348 8075 13845 138337 113453 5827 19057 72000 72000 20850 20850 19146 7041 2450 9655 27844 10591 10469 6784 55825 49056 3864 2905 11057 10702 355 2068 2068 177951 160155 8898 8898 64025 56730 3108 4187 FUNDRAISING SUPPLIES AN 243798 243798 FACILITY AND EQUIPMENT 242823 215237 15110 12476 DUES, FEES, AND SUBSCRI 62503 27096 32145 3262 79353 66647 12603 103 4076083 3220276 267723 588084 451533 164997 133329 0 217775 208067 24525 15654 5621449 230550 343045 5390899 5221853 4854782 5223163 10307 11615223 10644706 156975 224984 9120 10307 166095 235291 X 11339255 10349671 109873 59744 11449128 10409415 11615223 10644706 -292887 -746826 0 X X 0 1 X 1 1 1 X 1985679 3084600 3549437 3684672 3685786 15990174 1985679 3084600 3549437 3684672 3685786 15990174 40171 15950003 59435 59588 75457 66627 88224 349331 9186 9186 16348691 0.97560 0.97520 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS REVENUE - 2021 AMOUNT: $ 9,186. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 9120 10307 1 X 5256030 132488 5123542 99560 49351 50209 265859 48711 217148 5390899 X 3036020 -746826 20500 -726326 3762346 20850 20850 3783196 4075733 20500 20500 4055233 20850 20850 4076083 PART IV, LINE 1B: THE SHELTER MAINTAINS A SEPARATE CASH ESCROW ACCOUNT IN WHICH FUNDS ARE HELD ON BEHALF OF RESIDENTS. THESE FUNDS ARE EXCLUSIVELY HELD FOR THE RESIDENTS AND ARE NOT AVAILABLE TO PAY THE SHELTER'S EXPENSES. DEPOSITS AND WITHDRAWALS ARE MADE AT THE DISCRETION OF EACH PARTICIPATING RESIDENT. PART IV, LINE 2B: THE SHELTER MAINTAINS A SEPARATE CASH ESCROW ACCOUNT IN WHICH FUNDS ARE HELD ON BEHALF OF RESIDENTS. THESE FUNDS ARE EXCLUSIVELY HELD FOR THE RESIDENTS AND ARE NOT AVAILABLE TO PAY THE SHELTER'S EXPENSES. DEPOSITS AND WITHDRAWALS ARE MADE AT THE DISCRETION OF EACH PARTICIPATING RESIDENT. PART X, LINE 2: THE SHELTER FOLLOWS THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ACCOUNTING STANDARDS CODIFICATION TOPIC 740-10, INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. IT IS THE SHELTER'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN INCOME TAX EXPENSES. THE SHELTER PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED JUNE 30, 2022 AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION ON THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. THE STATUTE OF LIMITATIONS GENERALLY REMAINS OPEN FOR THREE TAX YEARS WITH THE U.S. FEDERAL JURISDICTION OR THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE SHELTER FILES TAX RETURNS. 1 EDUCATIONAL SCHOLARSHIP THAT INCLUDES PAYING TUITION, BOOKS AND OTHER REGISTRATIONS. 8 21674 SHORT-TERM RENTAL SUBSIDY 128 773213 MEALS FOR RESIDENTS OF THE SHELTER 215 137540 THRIFT STORE VALUE MEALS FOR RESIDENTS OF THE SHELTER HOME GOODS, TOYS AND SUPPLIES, AND GIFT CARDS 590 110714 FMV HOME GOODS, TOYS AND SUPPLIES, AND GIFT CARDS PART I, LINE 2: THE ORGANIZATION ASSISTS ELIGIBLE INDIVIDUALS IN THE PROGRAM WITH EDUCATIONAL SCHOLARSHIPS AND RENTAL ASSISTANCE, MEALS FOR RESIDENTS OF THE SHELTER, HOME GOODS, TOYS, SUPPLIES, AND GIFT CARDS. REGARDING CHECK REQUEST & RENTAL ASSISTANCE MONITORING: ONCE A HOUSEHOLD HAS BEEN ENROLLED IN RRH AND HAS LOCATED A HOUSING UNIT IN WHICH A LEASE CAN BE SECURED IN THEIR NAME, THE HOUSING LOCATOR WORKS WITH THE LANDLORD TO ENSURE ALL PAPERWORK REQUIRED BY THE RRH FUNDING STREAM (LEASE, LEAD-BASED PAINT VISUAL ASSESSMENT, BASIC HABITABILITY CHECKLIST, RENTAL ASSISTANCE AGREEMENT, ETC.) IS COMPLETED. THE CASE MANAGER NOTIFIES THE RRH COORDINATOR OF THE AMOUNT NEEDED ON THE CHECK REQUEST AND ENSURES ALL PAPERWORK REQUIRED BY THE FUNDING STREAM IS IN THE FILE AND IS SIGNED BY THE CLIENT. THE RRH COORDINATOR CREATES THE CHECK REQUEST, ENTERS THE INFORMATION ON THE RRH RENTAL ASSISTANCE TRACKER (THE INTERNAL TRACKING SYSTEM FOR PROGRAM STAFF TO MONITOR SPENDING LEVELS), AND SUBMITS THE CHECK REQUEST TO THE ASSISTANT DIRECTOR FOR SIGNATURE. THE ASSISTANT DIRECTOR REVIEWS THE CHECK REQUEST, REVIEWS THE PAPERWORK IN THE FILE TO ENSURE IT IS COMPLETE AND ACCURATE, AND SUBMITS THE CHECK REQUEST TO FINANCE TO PROCESS THE PAYMENT. FOR MONTHLY RENTAL ASSISTANCE PAYMENTS, CASE MANAGERS SUBMIT THE AMOUNTS NEEDED ON THE CHECK REQUEST TO THE RRH COORDINATOR BY THE 20TH OF THE MONTH TO AVOID LATE FEES. IF THE INFORMATION IS NOT RECEIVED, THE RRH COORDINATOR NOTIFIES THE ASSISTANT DIRECTOR. RENTAL ASSISTANCE CHECKS ARE CUT ON TUESDAYS AND THURSDAYS AND THE DEPUTY DIRECTOR COMMUNICATES CHANGES IN PROCESSES, IF NEEDED, TO THE RRH TEAM (HOUSING LOCATORS, RRH COORDINATOR, ASSISTANT DIRECTOR, AND DIRECTOR OF PROGRAMS). TO ENSURE THE RRH RENTAL ASSISTANCE TRACKER ALIGNS WITH THE PAYMENTS PROCESSED, THE DIRECTOR OF FINANCE SENDS A SPREADSHEET OF THE RENTAL DISBURSEMENTS PROCESSED IN THE PREVIOUS MONTH TO THE RRH COORDINATOR BY THE 5TH OF EACH MONTH. THE RRH COORDINATOR COMPARES THE RENTAL DISBURSEMENTS FROM FINANCE TO THE RRH RENTAL ASSISTANCE TRACKER TO ENSURE ALL PAYMENTS MATCH. IF THERE ARE DISCREPANCIES THAT ARE NOT ABLE TO BE RESOLVED EASILY, THERE IS A STANDING MEETING SCHEDULED WITH THE DIRECTOR OF FINANCE, DEPUTY DIRECTOR, DIRECTOR OF PROGRAMS, ASSISTANT DIRECTOR, AND THE RRH COORDINATOR. 0 0 0 0 0 0 0 0 0 SHANNON STEENE EXECUTIVE DIRECTOR 139835 0 0 0 0 0 2797 0 8703 0 151335 0 0 0 X 110714 THRIFT STORE VALUE X 2 17317 FAIR MARKET VALUE X 34390 137560 REPLACEMENT COSTS 0 1 0 PART I, COLUMN (B): THE ORGANIZATIONS REPORTED THE NUMBER OF CONTRIBUTIONS IN PART I, COLUMN (B). FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 WAS PROVIDED TO THE BOARD OF REVIEW BEFORE IT WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD REVIEWS THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD OF DIRECTORS FOR CARPENTER'S SHELTER HAS ESTABLISHED A COMPENSATION COMMITTEE, WHICH IS COMPOSED OF INDEPENDENT BOARD MEMBERS AND IS RESPONSIBLE FOR RECOMMENDING TO THE FULL BOARD FOR ITS APPROVAL THE ANNUAL COMPENSATION OF THE EXECUTIVE DIRECTOR (ED). THE COMMITTEE USES THE FOLLOWING INPUTS TO DEVELOP ITS ANNUAL COMPENSATION RECOMMENDATION: -A SALARY SURVEY OF EDS OF HUMAN SERVICES NONPROFITS IN THIS REGION OF ROUGHLY THE SAME BUDGET SIZE -THE COMMITTEE'S EVALUATION OF THE ED'S PERFORMANCE, WITH INPUT FROM ALL MEMBERS OF THE BOARD AND THE ED'S SENIOR MANAGEMENT TEAM, AS WELL AS THE ED'S SELF-ASSESSMENT -THE EXTENT TO WHICH THE ED HAS ACHIEVED THE OBJECTIVES ESTABLISHED AT THE START OF THE YEAR BY THE BOARD, WITH THE INPUT OF THE ED FORM 990, PART VI, SECTION C, LINE 19 THE SHELTER'S AUDITED FINANCIAL STATEMENTS ARE AVAILABLE ON ITS WEBSITE AND TO THE PUBLIC UPON REQUEST. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.