2018-05-29T22:01:35-05:00 2017-12-31 362886485 DUGAN & LOPATKA CPA'S PC 104 E ROOSEVELT ROAD SUITE 102 WHEATON IL 601875267 990 2017-01-01 364337985 MIDWEST SHELTER FOR HOMELESS VETERANS INC MIDW 6308718387 433 SOUTH CARLTON AVENUE WHEATON IL 60187 TOM FOGERTY PRESIDENT 6308718387 2018-05-18 1 RON MARKLUND P01985511 6306654440 2017 2022-09-23 18:48:47Z TOM FOGERTY 433 SOUTH CARLTON AVENUE WHEATON IL 60187 1524037 0 X WWW.HELPAVETERAN.ORG X 2000 IL TO PROVIDE VETERANS AND THEIR FAMILIES WITH HOUSING AND SUPPORTIVE SERVICES 10 10 28 231 0 0 1238132 1422927 57367 52600 1035 1513 -5642 11811 1290892 1488851 142603 139628 0 0 986710 929956 0 0 140738 318938 310022 1448251 1379606 -157359 109245 2879394 2991184 384117 385633 2495277 2605551 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 485792 42006 52761 THE ORGANIZATION PROVIDES HOUSING, SUPPORTIVE SERVICES AND COMMUNITY OUTREACH TO HELP HOMELESS AND AT-RISK VETERANS AND THEIR FAMILIES ACHIEVE SELF-SUFFICIENCY. FROM ITS THREE FACILITIES IN WHEATON, ILLINOIS, THE ORGANIZATION SUCCESSFULLY TRANSITIONED 6 OF 7 VETERANS, MEANING THE INDIVIDUALS WERE EMPLOYED, SOBER AND MOVING INTO PERMANENT HOUSING UPON DISCHARGE. THE ORGANIZATION ALSO HOUSED 13 VETERANS IN THEIR AFFORDABLE HOUSING PROGRAM AND ASSISTED 260 HOUSEHOLDS AND 4 PERMANENT HOUSING INDIVIDUALS WITH SUPPLIES, SERVICES AND REFERRALS THROUGH THEIR COMMUNITY OUTREACH EFFORTS. 546342 97622 THE ORGANIZATION ASSISTED 89 HOUSEHOLDS, 142 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 DUPAGE, GRUNDY, KANE, KENDALL, WILL, DEKALB AND LASALLE COUNTIES, INCLUDING SERVICES THAT PROMOTE HOUSING STABILITY AND PLAY A KEY ROLE IN CONNECTING 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. 1032134 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 41 0 28 1 0 0 0 0 0 1 1 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 IL X JESSICA SPITZER 6308718387 433 SOUTH CARLTON AVENUE WHEATON IL 60187 TOM FOGERTY PRESIDENT 1.50 X X 0 0 0 PAUL HERBERT VICE PRESIDENT 1.00 X X 0 0 0 RANDY YTTERBERG FORMER VICE PRESIDENT 1.00 X X 0 0 0 DAVID MAINES FORMER TREASURER 1.00 X X 0 0 0 SCOTT ZIEMBA SECRETARY 1.00 X X 0 0 0 MICHAEL CAHILL FORMER SECRETARY 1.00 X X 0 0 0 JACK MATOSIAN DIRECTOR 1.00 X 0 0 0 MARVIN DONELSON DIRECTOR 1.00 X 0 0 0 MICHAEL SULLIVAN DIRECTOR 1.00 X 0 0 0 LINDA RUSSELL DIRECTOR 1.00 X 0 0 0 TERRY BENSHOOF DIRECTOR 1.00 X 0 0 0 RICK ERICKSON DIRECTOR 1.00 X 0 0 0 JOHN ERWIN DIRECTOR 1.00 X 0 0 0 JOHN WILT DIRECTOR 1.00 X 0 0 0 JUSTIN SMIT DIRECTOR 1.00 X 0 0 0 BOBBY KAYE DIRECTOR 1.00 X 0 0 0 JANE TYSCHENKO-MYSLIWIEC EXECUTIVE DIRECTOR 40.00 X 85543 0 11703 85543 0 11703 0 0 0 0 0 83815 775529 563583 43153 1422927 AFFORDABLE HOUSING REN 531110 52600 52600 52600 1299 1299 214 0 214 214 214 46836 83815 35186 11650 11650 MISCELLANEOUS INCOME 900099 161 161 161 1488851 52761 0 13163 X 139628 139628 97246 59319 20422 17505 692795 514103 107486 71206 73917 57789 10720 5408 65998 48326 10181 7491 12950 12950 22541 15511 4569 2461 45451 19648 3720 22083 4306 2887 800 619 46391 39747 5419 1225 6905 5661 530 714 16390 7867 6884 1639 60521 48024 12497 13845 10091 2885 869 SUPPLIES 38966 38966 RESIDENT EXPENSES 21697 21516 181 MISCELLANEOUS EXPENSES 17009 2597 5089 9323 STAFF DEVELOPMENT 3050 454 2401 195 1379606 1032134 206734 140738 385 288 414875 568872 92150 93763 27232 15935 2625413 357156 2327383 2268257 0 26347 17369 17722 2879394 2991184 40020 26565 0 23214 344097 335854 384117 385633 X 1414888 1525162 1080389 1080389 2495277 2605551 2879394 2991184 109245 1029 0 X X 0 1 X 1 0 X 564393 1421276 1404500 1238132 1422927 6051228 564393 1421276 1404500 1238132 1422927 6051228 6051228 2555 2617 1583 1035 1299 9089 725 24 1651 1269 161 3830 6064147 458749 0.99790 0.99650 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2013 AMOUNT: $ 725. 2014 AMOUNT: $ 24. 2015 AMOUNT: $ 1,651. 2016 AMOUNT: $ 1,269. 2017 AMOUNT: $ 161. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 950000 950000 818944 132640 686304 736234 130930 605304 90429 77829 12600 29806 15757 14049 2268257 X 1504830 1029 14950 15979 1488851 0 1488851 1394556 14950 14950 1379606 0 1379606 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, 2017 AND 2016, 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, 2017, THE ORGANIZATION'S INFORMATIONAL RETURNS FOR 2014 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. GALA 101964 72840 29124 1793 13497 7570 GOLF 28687 10975 17712 5437 2400 4489 130651 83815 46836 7230 15897 12059 35186 11650 1 RENT, UTILITY AND SECURITY DEPOSITS 145 139628 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 43153 FAIR MARKET VALUE 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 EXCEPT AS DESCRIBED BELOW, THE DIRECTORS SERVE ON A VOLUNTEER BASIS AND RECEIVE NO COMPENSATION. COMPENSATION FOR THE PRESIDENT IS SOLELY FOR HIS CLINICAL SERVICE DUTIES, IS BASED ON MARKET DATA, AND IS APPROVED BY THE BOARD OF DIRECTORS. 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 12,075. MANAGEMENT AND GENERAL EXPENSES 2,375. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 14,450. PAYROLL SERVICE: PROGRAM SERVICE EXPENSES 2,137. MANAGEMENT AND GENERAL EXPENSES 448. FUNDRAISING EXPENSES 331. TOTAL EXPENSES 2,916. OTHER CONSULTING: PROGRAM SERVICE EXPENSES 1,299. MANAGEMENT AND GENERAL EXPENSES 1,746. FUNDRAISING EXPENSES 2,130. TOTAL EXPENSES 5,175. FORM 990, PART XII, LINE 2C: THE PROCESS HAS NOT CHANGED FROM PREVIOUS YEARS.