2019-08-30T16:29:53-05:00 2018-12-31 362886485 DUGAN & LOPATKA CPA'S PC 4320 WINFIELD ROAD SUITE 450 WARRENVILLE IL 605554036 990 2018-01-01 364337985 MIDWEST SHELTER FOR HOMELESS VETERANS INC MIDW 6308718387 433 SOUTH CARLTON AVENUE WHEATON IL 60187 SCOTT ZIEMBA PRESIDENT 6308718387 2019-08-26 1 RON MARKLUND P01985511 6306654440 74.93.92.241 2019-08-26 13:09:34 CD P EF71EDD3FC7447782F5A2A3979E62B15C5BFCD28 85C5EED3BF92877B55315C5127F40714637A7B5F 2018 2019-02-21 02:37:17Z SCOTT ZIEMBA 433 SOUTH CARLTON AVENUE WHEATON IL 60187 1538096 0 X WWW.HELPAVETERAN.ORG X 2000 IL TO PROVIDE VETERANS AND THEIR FAMILIES WITH HOUSING AND SUPPORTIVE SERVICES 14 14 25 240 0 0 1422927 1452074 52600 62552 1513 2265 11811 -4554 1488851 1512337 139628 153617 0 0 929956 934160 0 0 139735 310022 352628 1379606 1440405 109245 71932 2991184 3083969 385633 409077 2605551 2674892 X TO PROVIDE VETERANS AND THEIR FAMILIES WITH HOUSING AND SUPPORTIVE SERVICES THAT LEAD TO SELF-SUFFICIENCY AND TO ENSURE THAT NO VETERAN IS LEFT BEHIND DUE TO HOMELESSNESS, JOBLESSNESS, POVERTY AND/OR MENTAL-HEALTH ISSUES. 0 0 524863 51197 63631 THE ORGANIZATION PROVIDES HOUSING, SUPPORTIVE SERVICES, AND COMMUNITY OUTREACH TO HELP HOMELESS AND AT-RISK VETERANS AND THEIR FAMILIES ACHIEVE SELF-SUFFICIENCY. FROM ITS TRANSITIONAL HOUSING FACILITY IN WHEATON, ILLINOIS, THE ORGANIZATION SUCCESSFULLY TRANSITIONED 15 OF 19 VETERANS, MEANING THE INDIVIDUALS WERE MOVING INTO PERMANENT HOUSING UPON DISCHARGE. THE ORGANIZATION ALSO HOUSED 11 VETERANS IN THEIR AFFORDABLE HOUSING PROGRAM AND ASSISTED 217 HOUSEHOLDS AND 5 PERMANENT SUPPORTIVE HOUSING VETERAN CLIENTS WITH SUPPLIES, SERVICES, AND REFERRALS THROUGH THEIR COMMUNITY OUTREACH EFFORTS. 570681 102420 THE ORGANIZATION ASSISTED 84 HOUSEHOLDS, 137 INDIVIDUALS, WITH HOUSING AND SUPPORT SERVICES THROUGH THEIR SUPPORTIVE SERVICES FOR VETERAN FAMILIES PROGRAM. THIS PROGRAM PROVIDES SERVICES TO LOW-INCOME HOMELESS AND AT-RISK VETERAN FAMILIES LIVING IN OR TRANSITIONING TO PERMANENT HOUSING IN DEKALB, DUPAGE, GRUNDY, KANE, KENDALL, LASALLE, AND WILL COUNTIES. PROVIDED SERVICES INCLUDE CASE MANAGEMENT AND REFERRALS, WHICH PROMOTE HOUSING STABILITY AND PLAY A KEY ROLE IN LINKING VETERANS AND THEIR FAMILY MEMBERS TO VA SERVICES SUCH AS MENTAL HEALTH CARE AND OTHER BENEFITS. UNDER THE PROGRAM, THE ORGANIZATION ALSO OFFERS FINANCIAL ASSISTANCE TO VETERANS FOR RENT, UTILITY, AND SECURITY DEPOSIT PAYMENTS. THE ORGANIZATION ALSO ASSISTS UNEMPLOYED AND UNDEREMPLOYED VETERANS AND THEIR FAMILIES WITH OBTAINING AND MAINTAINING EMPLOYMENT THROUGH THE VETERAN EMPLOYMENT PROGRAM, AND THE ORGANIZATION SERVED 51 VETERANS IN THIS CAPACITY. 1095544 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 35 0 25 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 14 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 IL X TOM GALASSINI 6308718387 433 SOUTH CARLTON AVENUE WHEATON IL 60187 SCOTT ZIEMBA PRESIDENT 5.00 X X 0 0 0 RICK ERICKSON VICE PRESIDENT 2.00 X X 0 0 0 ILLIANA EBBOLE SECRETARY 2.00 X X 0 0 0 KATHY FAVATA TREASURER 2.00 X X 0 0 0 MARVIN DONELSON DIRECTOR 2.00 X 0 0 0 JOHN WILT DIRECTOR 2.00 X 0 0 0 LINDA RUSSELL DIRECTOR 2.00 X 0 0 0 TERRY BENSHOOF DIRECTOR 2.00 X 0 0 0 JOHN ERWIN DIRECTOR 2.00 X 0 0 0 JUSTIN SMIT DIRECTOR 2.00 X 0 0 0 DANIEL DEVINE DIRECTOR 2.00 X 0 0 0 DONNA LEVIGNE DIRECTOR 2.00 X 0 0 0 ANTHONY GIUNTI DIRECTOR 2.00 X 0 0 0 GEORGE BRADSHAW DIRECTOR 2.00 X 0 0 0 CHRISTINE LEWIS EXECUTIVE DIRECTOR 40.00 X 30769 0 0 30769 0 0 0 0 0 0 0 16093 788368 647613 39164 1452074 AFFORDABLE HOUSING REN 531110 62552 62552 62552 1574 1574 691 0 691 691 691 20126 16093 25759 -5633 -5633 MISCELLANEOUS INCOME 900099 1079 1079 1079 1512337 63631 0 -3368 X 153617 153617 30769 24470 2785 3514 760653 563382 104789 92482 80041 70764 5010 4267 62697 47162 7779 7756 13300 3075 10225 22066 22066 165 165 68665 47529 15806 5330 34144 16012 5569 12563 4353 3374 689 290 40753 36347 3080 1326 8379 5248 565 2566 16362 9265 5021 2076 60819 50211 9785 823 16505 11502 4038 965 SUPPLIES 31815 31815 RESIDENT EXPENSES 20731 20630 101 MISCELLANEOUS EXPENSES 12245 983 5781 5481 STAFF DEVELOPMENT 2326 158 1872 296 1440405 1095544 205126 139735 288 3330 568872 569084 93763 259444 15935 2964 2636657 417975 2268257 2218682 26347 24606 17722 5859 2991184 3083969 26565 41800 23214 30268 335854 337009 385633 409077 X 1525162 1499503 1080389 1175389 2605551 2674892 2991184 3083969 71932 -2591 0 X X 0 1 X 1 0 X 1421276 1404500 1238132 1422927 1452074 6938909 1421276 1404500 1238132 1422927 1452074 6938909 6938909 2617 1583 1035 1299 1574 8108 24 1651 1269 161 1079 4184 6951201 397161 0.99820 0.99790 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2014 AMOUNT: $ 24. 2015 AMOUNT: $ 1,651. 2016 AMOUNT: $ 1,269. 2017 AMOUNT: $ 161. 2018 AMOUNT: $ 1,079. 950000 950000 818944 155002 663942 736234 156510 579724 101673 87328 14345 29806 19135 10671 2218682 X 1509581 -2591 -2591 1512172 165 165 1512337 1440240 0 1440240 165 165 1440405 PART X, LINE 2: THE ORGANIZATION IS EXEMPT FROM FEDERAL OR STATE INFORMATIONAL RETURNS UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SIMILAR STATE LAWS. THE ORGANIZATION IS ALSO CLASSIFIED AS AN ENTITY THAT IS NOT A PRIVATE FOUNDATION WITHIN THE MEANING OF SECTION 509(A) AND CONTRIBUTIONS TO THE ORGANIZATION QUALIFY FOR CHARITABLE CONTRIBUTION DEDUCTIONS BY THE DONOR. THE ORGANIZATION MUST RECOGNIZE THE FINANCIAL STATEMENT IMPACT OF ANY TAX BENEFIT ASSOCIATED WITH TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN ITS TAX RETURN UNLESS IT IS MORE-LIKELY-THAN-NOT THE POSITION WILL BE SUSTAINED UPON EXAMINATION BY A TAXING AUTHORITY. ANY INTEREST AND PENALTIES ASSOCIATED WITH THE TAX POSITION WOULD ALSO BE RECOGNIZED IN THE FINANCIAL STATEMENTS. THE ORGANIZATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2018 AND 2017, AND DETERMINED THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON IT TAX-EXEMPT STATUS. AS OF DECEMBER 31, 2018, THE ORGANIZATION'S INFORMATIONAL RETURNS FOR 2015 THROUGH THE CURRENT YEAR REMAIN OPEN AND SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE AND STATE JURISDICTIONS. THE ORGANIZATION IS NOT CURRENTLY UNDER AUDIT NOR IS ANY AUDIT PENDING. GOLF 36219 16093 20126 7311 5660 9211 210 3367 36219 16093 20126 7311 5660 9211 210 3367 25759 -5633 1 RENT, UTILITY AND SECURITY DEPOSITS 66 153617 PART I, LINE 2: THE ORGANIZATION MONITORS ASSISTANCE THROUGH THEIR KNOWLEDGE OF THE GRANT REQUIREMENTS, WHICH IS WHERE THE FUNDING IS COMING FROM FOR THE ASSISTANCE, AND MAKING SURE THEY ARE ELIGIBLE FOR THE ASSISTANCE THROUGH THE CASE WORKER'S FILES. X 31853 FAIR MARKET VALUE X AUCTION ITEMS 68 7311 FMV 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B ALL OFFICERS OF THE BOARD OF DIRECTORS, AND OTHER BOARD MEMBERS, UPON REQUEST, RECEIVE A COPY OF FORM 990 PRIOR TO ITS FILING WITH THE IRS. QUESTIONS AND COMMENTS THAT ARISE ARE DISCUSSED WITH THE TREASURER AND ARE RESOLVED BEFORE THE RETURN IS SIGNED AND FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION ADOPTED A WRITTEN CONFLICT OF INTEREST POLICY THAT EACH MEMBER OF THE BOARD OF DIRECTORS SIGNED UPON ADOPTION. IN ADDITION, THE BOARD MEMBERS AND THE EXECUTIVE DIRECTOR ARE REQUIRED TO ANNUALLY REVIEW THE POLICY AND SIGN A CONFLICT OF INTEREST CERTIFICATION TO ACKNOWLEDGE THE POLICY WAS REVIEWED AND TO DISCLOSE ALL MATERIAL FACTS OF ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST BY THEMSELVES OR THEIR FAMILY TO THE OTHER BOARD MEMBERS. THE BOARD, EXCLUSIVE OF THE INTERESTED PERSON, DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS AND WHETHER IT IS IN THE BEST INTEREST OF THE ORGANIZATION TO ENTER INTO THE TRANSACTION OR ARRANGEMENT. FORM 990, PART VI, SECTION B, LINE 15 THE DIRECTORS SERVE ON A VOLUNTEER BASIS AND RECEIVE NO COMPENSATION. COMPENSATION FOR THE EXECUTIVE DIRECTOR AND OTHER OFFICERS IS BASED ON PERFORMANCE REVIEWS AND MARKET DATA AND IS APPROVED BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 REQUESTS FOR AUDITED FINANCIAL STATEMENTS, TAX RETURNS, CONFLICT OF INTEREST STATEMENTS AND GOVERNING DOCUMENTS ARE CHANNELED THROUGH THE PRESIDENT OR TREASURER. IN ACCORDANCE WITH FEDERAL DISCLOSURE REQUIREMENTS, THE DOCUMENTS ARE MADE AVAILABLE ON THE SAME DAY IF THE REQUEST IS MADE IN PERSON AT 433 S CARLTON, WHEATON, ILLINOIS, OR WITHIN 30 DAYS IF WRITTEN REQUEST IS RECEIVED. FORM 990, PART IX, LINE 11G GRANT WRITER: PROGRAM SERVICE EXPENSES 8,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 8,000. PAYROLL SERVICE: PROGRAM SERVICE EXPENSES 2,179. MANAGEMENT AND GENERAL EXPENSES 358. FUNDRAISING EXPENSES 361. TOTAL EXPENSES 2,898. OTHER CONSULTING: PROGRAM SERVICE EXPENSES 37,350. MANAGEMENT AND GENERAL EXPENSES 15,448. FUNDRAISING EXPENSES 4,969. TOTAL EXPENSES 57,767. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PREVIOUS YEARS.