2024-05-10T10:40:02-05:00 2023-06-30 341912961 COHEN & COMPANY LTD OFFICES LISTED AT WWWCOHENCPACOM OH 44115 990 2022-07-01 382847849 SOUTH OAKLAND SHELTER SOUT 2489206000 46156 WOODWARD AVE PONTIAC MI 48342 RYAN HERTZ CEO 2489206000 2024-05-10 1 RYAN HERTZ 999009999 1 PARGAT SINGH P02184330 8002291099 2024-05-09 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z LIGHTHOUSE MI RYAN HERTZ 46156 WOODWARD AVE PONTIAC MI 48342 18911560 0 X WWW.LIGHTHOUSEMI.ORG X 1985 MI LIGHTHOUSE MI ENDEAVORS TO BUILD EQUITABLE COMMUNITIES AND ALLEVIATE POVERTY IN PARTNERSHIP WITH AND IN SERVICE TO INDIVIDUALS, FAMILIES, AND ORGANIZATIONS. 21 20 79 18245 0 0 29973236 16623300 138887 153556 8437 186701 158466 1650575 30279026 18614132 0 0 0 0 3301119 3786316 0 0 1705069 23533913 12153208 26835032 15939524 3443994 2674608 12011297 13716158 4153918 3136160 7857379 10579998 X LIGHTHOUSE MI ENDEAVORS TO BUILD EQUITABLE COMMUNITIES AND ALLEVIATE POVERTY IN PARTNERSHIP WITH AND IN SERVICE TO INDIVIDUALS, FAMILIES, AND ORGANIZATIONS. 1 0 10480599 1803375 LIGHTHOUSE ADDRESSES THE IMMEDIATE, EMERGENCY NEEDS OF COMMUNITY MEMBERS BY QUICKLY PROVIDING ACCESS TO FLEXIBLE, CLIENT-CENTERED, AND HOUSING-FIRST PROGRAMMING. LIGHTHOUSE'S EMERGENCY SERVICES DEPARTMENT INCLUDES OUR AGENCY FAMILY SHELTER AS WELL AND VARIOUS RESOURCES TO HELP HOUSEHOLDS RESOLVE FINANCIAL CRISES. LIGHTHOUSE'S EMERGENCY SHELTER IS OAKLAND COUNTY'S ONLY DEDICATED FAMILY SHELTER SERVING FAMILIES OF ALL TYPES AND MAKEUPS AND SUCCESSFULLY TRANSITIONS OVER 70% INTO HOUSING. THROUGH VARIOUS FUNDING STREAMS, LIGHTHOUSE ADDRESSES AND RESOLVES IMMEDIATE CRISES BY PROVIDING A VARIETY OF SERVICES INCLUDING: EVICTION PREVENTION, EMERGENCY UTILITY ASSISTANCE TO PREVENT SHUT-OFFS, AND RAPID RE-HOUSING ASSISTANCE. LIGHTHOUSE ALSO PROVIDES EMERGENCY FOOD TO INDIVIDUALS AND FAMILIES IN NEED. 1813938 LIGHTHOUSE'S STABILITY SERVICES DEPARTMENT CONSISTS OF A VARIETY OF PROGRAMS DESIGNED TO HAVE LONG-TERM ENGAGEMENT WITH THE HOUSEHOLDS SERVED. THIS INCLUDES: TRANSITIONAL HOUSING FOR WOMEN AND CHILDREN, MANY OF WHOM HAVE EXPERIENCED DOMESTIC VIOLENCE; PERMANENT SUPPORTIVE HOUSING PROGRAMS THAT PRIORITIZE HOUSEHOLDS EXPERIENCING CHRONIC HOMELESSNESS; IN-HOME CASE MANAGEMENT FOR ONE YEAR FOR RECENTLY RE-HOUSED HOUSEHOLDS; AND ECONOMIC MOBILITY COACHING AND SERVICES. 461681 WHILE IT IS CRITICAL THAT WE MEET THE EMERGENCY NEEDS OF THOSE EXPERIENCING POVERTY, TO TRULY ADDRESS MULTIGENERATIONAL SYSTEMIC POVERTY WE MUST GO BEYOND RESOLVING HOUSEHOLD LEVEL CRISES. WE MUST ALSO PROVIDE LONG-TERM AFFORDABLE HOUSING OPTIONS THAT PROVIDE FAMILIES WITH THE FOUNDATION NEEDED TO FOCUS ON LONG-TERM GOALS, ACHIEVE STABILITY, AND END INTERGENERATIONAL POVERTY. TENS OF THOUSANDS OF OAKLAND COUNTY HOUSEHOLDS ARE RENT BURDENED PAYING MORE THAN 30% OF THEIR PRETAX INCOME ON RENT. OAKLAND COUNTY NEEDS MORE AFFORDABLE OPTIONS THROUGHOUT THE ENTIRE COUNTY. LIGHTHOUSE ADDRESSES THIS NEED THROUGH A MULTIFACETED STRATEGY THAT CURRENTLY INCLUDES BUILDING AND DEVELOPING NEW AFFORDABLE HOUSING AND ACQUIRING AND RENOVATING EXISTING AFFORDABLE HOUSING. 12756218 1 1 0 0 0 0 0 0 0 1 1 1 0 1 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 663 0 79 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 21 20 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MI X FINANCIAL ONE ACCOUNTING INC 7344538804 44744 HELM STREET PONTIAC MI 48170 RYAN HERTZ PRESIDENT & CEO 40.00 X X 221999 0 16948 JACKIE BUCHANAN CHAIRPERSON 2.00 X X 0 0 0 RICHARD LEWNAU PAST CHAIR 1.00 X X 0 0 0 JONATHON BURLEIGH VICE CHAIRPERSON 2.00 X X 0 0 0 JAMES CAMPBELL SECRETARY 2.00 X X 0 0 0 JACQUI SPICER TREASURER 2.00 X 0 0 0 RACHEL ALLEN BOARD MEMBER 1.00 X 0 0 0 DENNIS BLENDER BOARD MEMBER 1.00 X 0 0 0 PATTY CORKERY BOARD MEMBER 1.00 X 0 0 0 SOMMER DAWSON BOARD MEMBER 1.00 X 0 0 0 CHANEL HAMPTON BOARD MEMBER 1.00 X 0 0 0 BRYAN KIELER BOARD MEMBER 1.00 X 0 0 0 JIM LAMBRECHT BOARD MEMBER 1.00 X 0 0 0 SONJA LENGNICK BOARD MEMBER 1.00 X 0 0 0 PAUL PLANTE BOARD MEMBER 1.00 X 0 0 0 DR BILL SOLOMOSON BOARD MEMBER 1.00 X 0 0 0 SCOTT STEWART BOARD MEMBER 1.00 X 0 0 0 SUSAN WELLMAN BOARD MEMBER 1.00 X 0 0 0 JIM CIROLI EMERITUS BOARD MEMBER 1.00 X 0 0 0 SUSAN COOPER EMERITUS BOARD MEMBER 1.00 X 0 0 0 HARRY MAISEL EMERITUS BOARD MEMBER 1.00 X 0 0 0 JENNY POMA COO 40.00 X 130261 0 14947 RUSSELL RUSSELL CDO 40.00 X 131849 0 10054 TODD BURK CHIEF REAL ESTATE AND COMMUNITY DEVELOPMENT OFFICE 40.00 X 0 0 0 RITA FIELDS STRATEGIC & HR 40.00 X 145393 0 4910 629502 0 46859 4 0 1 0 FINANCIAL ONE ACCOUNTING 44744 HELM PLYMOUTH MI 48170 ACCOUNTING SERVICES 391896 LABOR STAFFING SOLUTIONS 7116 SOLUTION CENTER CHICAGO IL 60677 EMPLOYEE LEASING 351547 RWT PRODUCTION LLC 8932 ORANGE HUNT LANE ANNANDALE VA 22003 DIRECT MAIL PRODUCTION MANAGEMENT 122217 3 671412 7875190 8076698 3388677 16623300 PROGRAM FEES 900099 153556 153556 153556 58963 58963 102680 0 102680 102680 102680 319367 191629 127738 127738 127738 3875 671412 105799 -101924 -101924 INVESTMENT IN BEACON 900099 1649040 1649040 MISCELLANEOUS REVENUE 900099 779 779 1649819 18614132 1803375 0 187457 523496 345781 72966 104749 2718684 1971463 323954 423267 36139 25654 5052 5433 277466 196963 38789 41714 230531 163646 32227 34658 792513 374734 64802 352977 18691 8838 1528 8325 452359 31829 420530 2530 2530 383200 49639 117741 215820 100782 47654 8241 44887 694414 492114 200961 1339 18732 12791 3050 2891 19977 13642 3252 3083 12500 12500 185629 93194 92435 134998 88097 46901 CLIENT HOUSING AID 5068580 5000387 68193 CLIENT NEEDS 4124582 3732472 800 391310 MISCELLANEOUS 60305 60305 0 DUES AND SUBSCRIPTIONS 42996 6595 29978 6423 40420 40420 15939524 12756218 1478237 1705069 766923 456022 4124747 2715550 950138 969430 152693 1215163 151700 151700 259334 151455 6815248 2583551 4355749 4231697 258483 1359031 991530 2466110 12011297 13716158 850890 517376 2547331 116772 243534 755697 2258478 4153918 3136160 X 7608281 8126623 249098 2453375 7857379 10579998 12011297 13716158 2674608 47211 800 0 X X 0 1 X 1 1 1 X 2549707 6643956 12773288 26271646 16623300 64861897 2549707 6643956 12773288 26271646 16623300 64861897 64861897 5653 -17610 10025 8437 161643 168148 4700 29744 134984 169428 43387 109257 98918 251562 65451035 2312036 0.99100 0.99050 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISC REVENUE - 2019 AMOUNT: $ 43,387. 2020 AMOUNT: $ 109,257. 2021 AMOUNT: $ 98,918. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 13962 13962 13456 506 13962 10950 2506 13456 38197 -27247 10950 38612 50 2236 2701 38197 1.00000 1 0 626450 626450 5942791 2419061 3523730 108739 77000 31739 137268 87490 49778 4231697 MUTUAL FUNDS 1359031 F 1359031 INVESTMENT IN LLC 1836516 ASSETS HELD IN COMMUNITY FOUNDATION 13962 RENTAL UNITS 615632 2466110 DUE TO RELATED PARTY - LIGHTHOUSE OF OAKLAND COUNTY 1693642 DUE TO RELATED PARTY - SPERO 564836 2258478 X 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 EDUCATION, 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, 2023, THE ORGANIZATION DID NOT HAVE A LIABILITY FOR UNRECOGNIZED TAX BENEFITS. RENT PARTY 119678 117178 2500 23818 10732 JINGLE BALL 293753 292378 1375 40851 19718 1 261856 261856 10680 675287 671412 3875 64669 41130 105799 -101924 X X X 0 0 0 0 0 0 0 0 0 RYAN HERTZ PRESIDENT & CEO 221999 0 0 0 0 0 16948 0 0 0 238947 0 0 0 RITA FIELDS STRATEGIC & HR 145393 0 0 0 0 0 4910 0 0 0 150303 0 0 0 PART I, LINE 3 EXPLANATION: THE 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. X 278101 FAIR MARKET VALUE X 4 3110576 FAIR MARKET VALUE 0 0 0 FORM 990, PART III, LINE 2 IN FEBRUARY 2023, LIGHTHOUSE MI ASSUMED LEADERSHIP OF THREE RUNAWAY AND HOMELESS YOUTH PROGRAMS PREVIOUSLY OPERATED BY COMMON GROUND: SANCTUARY, A STEP FORWARD, AND GRADUATED APARTMENT PROGRAM (GAP). FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS SUBMITTED TO THE FINANCE COMMITTEE AND BOARD FOR REVIEW PRIOR TO 990 FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD ASSEMBLES AT LEAST QUARTERLY TO REVIEW ALL FINANCIALS, DOCUMENTS, POLICIES, AND CONFLICTS, IF ANY. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION FOR THE EXECUTIVE DIRECTOR IS DETERMINED BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. PART XII, LINE 2C NO PROCESSES CHANGED IN THE CURRENT YEAR. WHITTEMORE STREET LLC 46156 WOODWARD PONTIAC MI 48342 383673745 PROVIDE HOUSING TO HOMELESS & PREGNANT TEENAGE GIRLS MI N/A LIGHTHOUSE OF OAKLAND COUNTY PO BOX 430508 PONTIAC MI 48343 382391381 TO END HOMELESSNESS MI 501(C)(3) LINE 7 SOUTH OAKLAND SHELTER 1 SPERO HOUSING GROUP 46156 WOODWARD AVENUE PONTIAC MI 48342 475320389 SUPPORTING MI 501(C)(3) LINE 7 SOUTH OAKLAND SHELTER 1 PINE CREST LDHA LIMITED PARTNERSHIP PO BOX 157 HILLMAN MI 49746 382559415 PROVIDE LOW-INCOME HOUSING TO SENIORS. MI N/A N/A 0 0 SKIDWAY LAKE LDHA LIMITED PARTNERSHIP PO BOX 157 HILLMAN MI 49746 382581429 PROVIDE LOW-INCOME HOUSING TO SENIORS. MI N/A N/A 0 0 BEACON HOUSING LIMITED PARTNERSHIP 46156 WOODWARD AVENUE PONTIAC MI 48342 204431313 PROVIDE LOW-INCOME HOUSING TO SENIORS. MI SOUTH OAKLAND SHELTER RELATED 1649040 0 0 0.99990 COOLIDGE PLACE LIMITED DIVIDEND HOUSING ASSOCIATION LIMITED PARTNERSHIP 5716 MICHIGAN AVENUE DETROIT MI 48210 822796292 PROVIDE LOW-INCOME HOUSING MI N/A N/A 0 0 BEACON HOUSING I INC 46156 WOODWARD AVENUE PONTIAC MI 48342 204431252 DEVELOPER OF LOW-INCOME HOUSING MI N/A C 0 SPERO COOLIDGE PLACE INC 18505 W 12 MILE ROAD LATHRUP VILLAGE MI 48076 822625740 DEVELOPER OF LOW-INCOME HOUSING MI N/A C 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 0 0 SPERO HOUSING GROUP P SEE SUPPLEMENTAL INFORMATION SPERO HOUSING GROUP Q SEE SUPPLEMENTAL INFORMATION SPERO HOUSING GROUP N SEE SUPPLEMENTAL INFORMATION SPERO HOUSING GROUP O SEE SUPPLEMENTAL INFORMATION LIGHTHOUSE OF OAKLAND COUNTY N SEE SUPPLEMENTAL INFORMATION LIGHTHOUSE OF OAKLAND COUNTY O SEE SUPPLEMENTAL INFORMATION LIGHTHOUSE OF OAKLAND COUNTY P SEE SUPPLEMENTAL INFORMATION LIGHTHOUSE OF OAKLAND COUNTY Q SEE SUPPLEMENTAL INFORMATION SCHEDULE R: PART V: SECTION 2: LINES 3-6 SOUTH OAKLAND SHELTER, LIGHTHOUSE OF OAKLAND COUNTY, AND SPERO HOUSING GROUP SHARE ALL OF THEIR PAID EMPLOYEES, AS WELL AS SHARING THEIR FACIILITES, EQUIPMENT AND OTHER ASSETS. EXPENSES ARE PAID AND REIMBURSED AMONGST THE ENTITIES THROUGHOUT THE YEAR.