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LIGHTHOUSE OF OAKLAND COUNTY INC: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
LIGHTHOUSE OF OAKLAND COUNTY INC (EIN 38-2391381)
Tax period
2023-07-01 to 2024-06-30
Filed
2025-05-12
IRS object ID
202521329349301447
Schema version
2023v6.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2025-05-12T09:01:58-05:00ReturnTs
Tax Period End2024-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN331756852PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1COHEN & CO ADVISORY LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1OFFICES LISTED ATAddressLine1Txt
CityWWWCOHENCOCOMCityNm
State AbbreviationOHStateAbbreviationCd
ZIP44115ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN382391381EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1LIGHTHOUSE OF OAKLAND COUNTYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlLIGHBusinessNameControlTxt
Phone2489206000PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line146156 WOODWARD AVENUEAddressLine1Txt
CityPONTIACCityNm
State AbbreviationMIStateAbbreviationCd
ZIP483425033ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRYAN HERTZPersonNm
Person TitleCEOPersonTitleTxt
Phone2489206000PhoneNum
Signature2025-05-08SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonPARGAT SINGHPreparerPersonNm
PTINP02184330PTIN
Phone8002291099PhoneNum
Preparation2025-05-08PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerRYAN HERTZPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line146156 WOODWARD AVENUEAddressLine1Txt
CityPONTIACCityNm
State AbbreviationMIStateAbbreviationCd
ZIP483425033ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$230,353GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.LIGHTHOUSEMI.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1974FormationYr
Legal Domicile StateMILegalDomicileStateCd
Activity Or MissionTO SUPPORT LIGHTHOUSE MI IN THEIR MISSION TO BUILD EQUITABLE COMMUNITIES AND ALLEVIATE POVERTY IN PARTNERSHIP WITH AND IN SERVICE TO INDIVIDUALS, FAMILIES, AND ORGANIZATIONS.ActivityOrMissionDesc
Voting Members Governing Body6VotingMembersGoverningBodyCnt
Voting Members Independent5VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers18245TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,900PYContributionsGrantsAmt
CY Contributions Grants$2,851CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$125,611PYInvestmentIncomeAmt
CY Investment Income$67,953CYInvestmentIncomeAmt
PY Other Revenue$217,505PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$346,016PYTotalRevenueAmt
CY Total Revenue$70,804CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$5,155PYOtherExpensesAmt
CY Other Expenses$23,212CYOtherExpensesAmt
PY Total Expenses$5,155PYTotalExpensesAmt
CY Total Expenses$23,212CYTotalExpensesAmt
PY Revenues Less Expenses$340,861PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$47,592CYRevenuesLessExpensesAmt
Total Assets BOY$4,080,186TotalAssetsBOYAmt
Total Assets EOY$4,346,620TotalAssetsEOYAmt
Total Liabilities BOY$537,506TotalLiabilitiesBOYAmt
Total Liabilities EOY$537,506TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,542,680NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$3,809,114NetAssetsOrFundBalancesEOYAmt
MissionTO SUPPORT LIGHTHOUSE MI IN THEIR MISSION TO BUILD EQUITABLE COMMUNITIES AND ALLEVIATE POVERTY IN PARTNERSHIP WITH AND IN SERVICE TO INDIVIDUALS, FAMILIES, AND ORGANIZATIONS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$2,976ExpenseAmt
DescTHE 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.Desc
Total Program Service Expenses$2,976TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members6GoverningBodyVotingMembersCnt
Independent Voting Member5IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FINANCIAL ONE ACCOUNTING INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone7344538804PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line144744 HELM STREETAddressLine1Txt
CityPLYMOUTHCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48170ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
RYAN HERTZ
PRESIDENT & CEO1.0040.00Yes (X)Yes (X)$0$227,639$22,490
JACKIE BUCHANAN
CHAIRPERSON2.00Yes (X)Yes (X)$0$0$0
RICHARD LEWNAU
PAST CHAIR2.00Yes (X)Yes (X)$0$0$0
JONATHON BURLEIGH
VICE CHAIRPERSON2.00Yes (X)Yes (X)$0$0$0
JAMES CAMPBELL
SECRETARY2.00Yes (X)Yes (X)$0$0$0
JACQUI SPICER
TREASURER2.00Yes (X)Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$227,639TotReportableCompRltdOrgAmt
Total Other Compensation$22,490TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$2,851AllOtherContributionsAmt
Total Contributions$2,851TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$63,223TotalRevenueColumnAmt
Exclusion$63,223ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$164,279SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$159,549SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$4,730SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,730TotalRevenueColumnAmt
Exclusion$4,730ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$70,804TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$67,953ExclusionAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$77TotalAmt
Management And General$77ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$2,425TotalAmt
Management And General$2,425ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUS EXPENSEDesc
Total$20,710TotalAmt
Program Services$2,976ProgramServicesAmt
Management And General$17,734ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$23,212TotalAmt
Program Services$2,976ProgramServicesAmt
Management And General$20,236ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$7,737BOYAmt
EOY$13,992EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$20,743BOYAmt
EOY$291EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$2,358,062BOYAmt
EOY$2,481,581EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$1,693,644BOYAmt
EOY$1,850,756EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,080,186BOYAmt
EOY$4,346,620EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$537,506BOYAmt
EOY$537,506EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$537,506BOYAmt
EOY$537,506EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$2,177,884BOYAmt
EOY$2,313,340EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,364,796BOYAmt
EOY$1,495,774EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,542,680BOYAmt
EOY$3,809,114EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,080,186BOYAmt
EOY$4,346,620EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$47,592ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$218,842NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$751,526CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$109,494CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,596CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,900CurrentTaxYearMinus1YearAmt
Current Tax Year$2,851CurrentTaxYearAmt
Total$869,367TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$751,526CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$109,494CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,596CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,900CurrentTaxYearMinus1YearAmt
Current Tax Year$2,851CurrentTaxYearAmt
Total$869,367TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$869,367PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$179,207CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$201,249CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$53,019CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$64,340CurrentTaxYearMinus1YearAmt
Current Tax Year$63,223CurrentTaxYearAmt
Total$561,038TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$120,784CurrentTaxYearMinus4YearsAmt
Total$120,784TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,200CurrentTaxYearMinus4YearsAmt
Total$6,200TotalAmt
FieldValueIRS element (for citing)
Total Support$1,557,389TotalSupportAmt
Gross Receipts Rltd Activities$486,264GrossReceiptsRltdActivitiesAmt
Public Support CY1700.55820PublicSupportCY170Pct
Public Support PY1700.86440PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationCOURT DISBURSED UNCLAIMED FUNDS FROM CLASS ACTION LAWSUIT TO PC - 2019 AMOUNT: $ 6,200.ExplanationTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,294,838BeginningYearBalanceAmt
Investment Earnings Or Losses$184,668InvestmentEarningsOrLossesAmt
Other Expenditures$64,279OtherExpendituresAmt
Administrative Expenses$77AdministrativeExpensesAmt
End Year Balance$2,415,150EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,204,688BeginningYearBalanceAmt
Investment Earnings Or Losses$150,669InvestmentEarningsOrLossesAmt
Other Expenditures$60,320OtherExpendituresAmt
Administrative Expenses$199AdministrativeExpensesAmt
End Year Balance$2,294,838EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,732,564BeginningYearBalanceAmt
Investment Earnings Or Losses-$447,693InvestmentEarningsOrLossesAmt
Other Expenditures$74,667OtherExpendituresAmt
Administrative Expenses$5,516AdministrativeExpensesAmt
End Year Balance$2,204,688EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,256,457BeginningYearBalanceAmt
Investment Earnings Or Losses$605,874InvestmentEarningsOrLossesAmt
Other Expenditures$111,387OtherExpendituresAmt
Administrative Expenses$18,380AdministrativeExpensesAmt
End Year Balance$2,732,564EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,313,090BeginningYearBalanceAmt
Investment Earnings Or Losses$41,360InvestmentEarningsOrLossesAmt
Other Expenditures$88,963OtherExpendituresAmt
Administrative Expenses$9,030AdministrativeExpensesAmt
End Year Balance$2,256,457EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.38191BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.47183PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.14626TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgYes (1)EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescDUE FROM RELATED PARTY - SOUTH OAKLAND SHELTERDesc
Book Value$1,850,756BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$1,850,756TotalBookValueOtherAssetsAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART V, LINE 4:THE FUNDS ARE MAINTAINED AND ADMINISTERED FOR THE PURPOSE OF PROVIDING SUPPORT TO THE ORGANIZATION'S OBJECTIVES. EARNINGS ARE TO BE USED TO ASSIST WITH FUNDING PROGRAMS ON FINANCIAL EDUCTION, FINANCIAL COUNSELING, AND HOME OWNERSHIP.
PART X, LINE 2:THE ORGANIZATION IS A MICHIGAN NON-PROFIT CORPORATION EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION RECOGNIZES AND DISCLOSES UNCERTAIN TAX POSITIONS IN ACCORDANCE WITH GAAP. AS OF AND FOR THE YEAR ENDED JUNE 30, 2024, THE ORGANIZATION DID NOT HAVE A LIABILITY FOR UNRECOGNIZED TAX BENEFITS.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonRYAN HERTZPersonNm
TitlePRESIDENT & CEOTitleTxt
Base Compensation Filing Org$0BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$227,639CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$0DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$22,490DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$0TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$250,129TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE 990 IS SUBMITTED TO THE FINANCE COMMITTEE AND BOARD FOR REVIEW PRIOR TO 990 FILING.
FORM 990, PART VI, SECTION B, LINE 12CTHE BOARD ASSEMBLES AT LEAST QUARTERLY TO REVIEW ALL FINANCIALS, DOCUMENTS, POLICIES, AND CONFLICTS, IF ANY.
FORM 990, PART VI, SECTION B, LINE 15THE FOLLOWING TASKS ARE COMPLETED IN ORDER TO PREPARE FOR AND GIVE THE CEO/EXECUTIVE DIRECTOR PERFORMANCE REVIEWS AND INCREASES; GOALS ARE ESTABLISHED BY THE BOARD OF TRUSTEES FOR THE YEAR. AT THE END OF THE YEAR, THE CEO PREPARES A SELF EVALUATION ON THE ATTAINMENT OF THOSE GOALS. CEO MEETS WITH THE BOARD CHAIR AND THE BOARD VICE CHAIR TO DISCUSS THE PERFORMANCE REVIEW AND COMPENSATION STUDY. THE ORGANIZATION PARTICIPATES IN A COMPENSATION SURVEY OF NON-PROFITS AND RECEIVES COMPENSATION SURVEY RESULTS. WE ROUTINELY COMPARE OUR STAFF COMPENSATION WITH THE SURVEY RESULTS.
FORM 990, PART VI, SECTION C, LINE 19GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
PART XII, LINE 2CNO PROCESSES CHANGED IN THE CURRENT YEAR.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1WHITTEMORE STREET LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line146156 WOODWARDAddressLine1Txt
CityPONTIACCityNm
State AbbreviationMIStateAbbreviationCd
ZIP48342ZIPCd
FieldValueIRS element (for citing)
EIN383673745EIN
Primary ActivitiesPROVIDE HOUSING TO HOMELESS & PREGNANT TEENAGE GIRLSPrimaryActivitiesTxt
Legal Domicile StateMILegalDomicileStateCd

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1SOUTH OAKLAND SHELTERBusinessNameLine1Txt

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtDirect Controlling NADirectControllingNACdControlled OrganizationControlledOrganizationIndBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
SOUTH OAKLAND SHELTER
46156 WOODWARD AVENUEPONTIACMI48342382847849TO END HOMELESSNESSMI501(C)(3)LINE 7N/A0
SPERO HOUSING GROUP
46156 WOODWARD AVENUEPONTIACMI48342475320389SUPPORTINGMI501(C)(3)LINE 7Yes (1)SOUTH OAKLAND SHELTER

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdDirect Controlling NADirectControllingNACdPredominant Income TypePredominantIncomeTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtDisproportionate AllocationsDisproportionateAllocationsIndGeneral Or Managing PartnerGeneralOrManagingPartnerIndOwnershipOwnershipPctBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
PINE CREST LDHA LIMITED PARTNERSHIP
PO BOX 157HILLMANMI49746382559415PROVIDE LOW-INCOME HOUSING TO SENIORS.MIN/ARELATED$35000.00100
SKIDWAY LAKE LDHA LIMITED PARTNERSHIP
PO BOX 157HILLMANMI49746382581429PROVIDE LOW-INCOME HOUSING TO SENIORS.MIN/ARELATED$76000.00100
COOLIDGE PLACE LIMITED DIVIDEND HOUSING ASSOCIATION LIMITED PARTNERSHIP
5716 MICHIGAN AVENUEDETROITMI48210822796292PROVIDE LOW-INCOME HOUSINGMIN/AN/A00
BEACON HOUSING LIMITED PARTNERSHIP
46156 WOODWARD AVENUEPONTIACMI48342204431313PROVIDE LOW-INCOME HOUSINGMIRELATED00SOUTH OAKLAND SHELTER
CARRIAGE PLACE LIMITED DIVIDEND HOUSING ASSOCIATION LP
132 FRANKLIN BOULEVARDPONTIACMI48341320614843PROVIDE LOW-INCOME HOUSINGMIN/AN/A00
CARRIAGE PLACE GP LLC
132 FRANKLIN BOULEVARDPONTIACMI48341863731636PROVIDE LOW-INCOME HOUSINGMIN/AN/A00

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtShare Of Total IncomeShareOfTotalIncomeAmtShare Of EOY AssetsShareOfEOYAssetsAmtOwnershipOwnershipPctControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
BEACON HOUSING I INC
46156 WOODWARD AVENUEPONTIACMI48342204431252DEVELOPER OF LOW INCOME HOUSINGMILIGHTHOUSE OF OAKLAND COUNTYC-$35-$6021.00000Yes (1)
SPERO COOLIDGE PLACE INC
18505 W 12 MILE ROADLATHRUP VILLAGEMI48076822625740DEVELOPER OF LOW INCOME HOUSINGMIC0N/A
SPERO CARRIAGE PLACE INC
46156 WOODWARD AVENUEPONTIACMI48342843623423DEVELOPER OF LOW INCOME HOUSINGMIC0N/A
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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