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Nonprofit · EIN 95-3976214

SHELTER PARTNERSHIP INC

Tax-exempt · LOS ANGELES, CA 90071

Financials

$18.6M$19.4M2022$14M$20.4M2023$14.1M$10.1M2024
Revenue Expenses · by fiscal year end
Financials of SHELTER PARTNERSHIP INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$14,114,270$10,113,141$4,001,129$21,328,396$296,649$21,031,747
June 30, 2024990$14,024,480$20,367,772-$6,343,292$17,375,621$245,003$17,130,618
June 30, 2023990$18,577,523$19,388,224-$810,701$23,833,612$359,702$23,473,910
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$13,681,198
Program service revenue
$431,429
Investment income
$1,643
Net gain from sales of assets
$1,409
Other revenue
$0

Expenses

Grants and similar amounts paid
$7,838,880
Compensation of officers, directors and key employees
$196,431
Other salaries and wages
$805,277
Salaries, compensation and benefits (total)
$1,240,857
Professional fundraising fees
$0
Occupancy
$30,169
Travel
$723
Depreciation
$341,388
Program services (functional)
$9,641,484
Management and general (functional)
$277,109
Fundraising (functional)
$194,548

Balance sheet and other

Total assets, start of year
$17,375,621
Total assets, end of year
$21,328,396
Total liabilities, end of year
$296,649
Net assets, end of year
$21,031,747
Land, buildings and equipment
$3,826,488
Net assets without donor restrictions
$1,610,349
Net assets with donor restrictions
$19,421,398
Gross receipts
$14,117,861
Employees
16
Volunteers
0
Year formed
1985
State of legal domicile
CA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
JAN PERRYEXECUTIVE DIRECTOR
Trustee or director, Officer
35$115,000
BILL WITTEDIRECTOR
Trustee or director
3$0
CHARMAINE ATHERTONDIRECTOR
Trustee or director
3$0
ERICH KLEINDIRECTOR
Trustee or director
3$0
FRITZ COLEMANDIRECTOR
Trustee or director
3$0
GAIL GIBSONDIRECTOR
Trustee or director
3$0
KEITH SHARPDIRECTOR
Trustee or director
3$0
KEVIN SULLIVANTREASURER
Trustee or director, Officer
3$0
LANCE SIMONDIRECTOR, CHAIR
Trustee or director, Officer
3$0
LOUISE OLIVERSECRETARY
Trustee or director, Officer
3$0
PETER BARKERDIRECTOR
Trustee or director
3$0
RODNEY SWANDIRECTOR
Trustee or director
3$0
RON GRIFFITHDIRECTOR
Trustee or director
3$0
RYAN MACY-HURYEXECUTIVE DIRECTOR
Trustee or director
35$0
TERRI KAPLANDIRECTOR
Trustee or director
3$0
1 more people on this return
NameTitleHours / weekCompensation
THOMAS LANEDIRECTOR
Trustee or director
3$0
990 for the year ended June 30, 2024: 16 people
NameTitleHours / weekCompensation
JAN PERRYEXECUTIVE DIRECTOR
Trustee or director, Officer
35$115,000
BILL WITTEDIRECTOR
Trustee or director
3$0
CHARMAINE ATHERTONDIRECTOR
Trustee or director
3$0
ERICH KLEINDIRECTOR
Trustee or director
3$0
FRITZ COLEMANDIRECTOR
Trustee or director
3$0
GAIL GIBSONDIRECTOR
Trustee or director
3$0
KEITH SHARPDIRECTOR
Trustee or director
3$0
KEVIN SULLIVANTREASURER
Trustee or director, Officer
3$0
LANCE SIMONDIRECTOR, CHAIR
Trustee or director, Officer
3$0
LOUISE OLIVERSECRETARY
Trustee or director, Officer
3$0
PETER BARKERDIRECTOR
Trustee or director
3$0
RODNEY SWANDIRECTOR
Trustee or director
3$0
RON GRIFFITHDIRECTOR
Trustee or director
3$0
RYAN MACY-HURYEXECUTIVE DIRECTOR
Trustee or director
35$0
TERRI KAPLANDIRECTOR
Trustee or director
3$0
THOMAS LANEDIRECTOR
Trustee or director
3$0
990 for the year ended June 30, 2023: 16 people
NameTitleHours / weekCompensation
JAN PERRYEXECUTIVE DIRECTOR
Trustee or director, Officer
35$115,000
RYAN MACY-HURYEXECUTIVE DIRECTOR
Trustee or director
35$107,125
BILL WITTEDIRECTOR
Trustee or director
3$0
CHARMAINE ATHERTONDIRECTOR
Trustee or director
3$0
ERICH KLEINDIRECTOR
Trustee or director
3$0
FRITZ COLEMANDIRECTOR
Trustee or director
3$0
GAIL GIBSONDIRECTOR
Trustee or director
3$0
KEITH SHARPDIRECTOR
Trustee or director
3$0
KEVIN SULLIVANTREASURER
Trustee or director, Officer
3$0
LANCE SIMONDIRECTOR, CHAIR
Trustee or director, Officer
3$0
LOUISE OLIVERSECRETARY
Trustee or director, Officer
3$0
PETER BARKERDIRECTOR
Trustee or director
3$0
RODNEY SWANDIRECTOR
Trustee or director
3$0
RON GRIFFITHDIRECTOR
Trustee or director
3$0
TERRI KAPLANDIRECTOR
Trustee or director
3$0
THOMAS LANEDIRECTOR
Trustee or director
3$0

Address and contacts

Address (IRS master file)
520 S GRAND AVE STE 695, LOS ANGELES, CA 90071-2660
In care of
% RUTH SCHWARTZ
Principal officer (990 for 2024)
LANCE SIMON, 520 S GRAND AVE STE 695, LOS ANGELES, CA 90071
Signed the 990
JAN PERRY, EXECUTIVE DIRECTOR
Phone
(213) 688-2188
Return prepared by
GURSEY SCHNEIDER LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 95-3976214 or by the name SHELTER PARTNERSHIP INC.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

Mission

SHELTER PARTNERSHIP, INC. IS A NONPROFIT ORGANIZATION COLLABORATIVELY SOLVING HOMELESSNESS IN LOS ANGELES COUNTY THROUGH POLICY ANALYSIS, PROGRAM DESIGN, RESOURCE DEVELOPMENT, AND ADVOCACY IN SUPPORT OF AGENCIES AND LOCAL GOVERNMENTS THAT SERVE THE HOMELESS.

990 for the year ended June 30, 2025

Program accomplishments

  • MATERIALS ASSISTANCE - SINCE THE SHELTER PARTNERSHIP S. MARK TAPER FOUNDATION SHELTER RESOURCE BANK'S INCEPTION IN 1989, ROUGHLY $300 MILLION IN PRODUCTS HAVE BEEN DISTRIBUTED.DURING OUR MOST RECENT FISCAL YEAR, THE S. MARK TAPER FOUNDATION SHELTER RESOURCE BANK SECURED $22.7 MILLION IN NEW PRODUCTS. WE DISTRIBUTED $23.8 MILLION IN NEW PRODUCTS, AT NO CHARGE TO 290 AGENCIES/PROJECTS SERVING THE HOMELESS, FOSTER YOUTH, AND HOUSEHOLDS LIVING IN POVERTY IN LOS ANGELES COUNTY. THE PROGRAM ALSO PROVIDED GOODS TO EMERGENCY SHELTER SITES SET UP DURING THE PANDEMIC, DISTRIBUTING NECESSITIES LIKE FACEMASKS AND PERSONAL HYGIENE ITEMS. GOODS INCLUDED THOUSANDS OF PIECES AND PAIRS OF NEW CLOTHING, PAJAMAS, SWEATERS, DRESS AND ATHLETIC SHOES, AND SOCKS TO MEN, WOMEN, CHILDREN, TODDLERS AND BABIES; THOUSANDS OF BARS OF SOAP; CLEANING SUPPLIES, SUCH AS BLEACH AND DISHWASHER DETERGENT; HOUSEHOLD GOODS; PAPER PRODUCTS, INCLUDING DIAPERS; COMFORTERS, PILLOWS, PILLOWCASES AND BLANKETS; TOYS AND ARTS AND CRAFTS KITS; FURNISHING ITEMS FOR TODDLERS AND BABIES INCLUDING STROLLERS, HIGH-CHAIRS; AND CAR-SEATS AND SO MUCH MORE. THESE ITEMS ASSIST THE AGENCIES IN MANAGING THEIR OPERATING COSTS AND IMPROVING THE QUALITY OF LIFE FOR PEOPLE EXPERIENCING HOMELESSNESS, CHILDREN IN FOSTER CARE, AND HOUSEHOLDS EXPERIENCING POVERTY. ANNUALLY, THE S. MARK TAPER FOUNDATION SHELTER RESOURCE BANK HOSTS 300-400 VOLUNTEERS AT THE WAREHOUSE WHO HELP OPEN AND SORT MASSIVE CLOTHING DONATIONS. THE WAREHOUSE MADE SUBSTANTIAL EFFORTS TO GO "GREEN" BY RAISING FUNDS TO PURCHASE ELECTRIC FORKLIFTS AND PHASING OUT THE USE OF GASOLINE POWERED MACHINES.
    Expenses $9,152,166 · grants $7,838,880 · revenue $12,832,108
  • PUBLIC POLICY/TECHNICAL ASSISTANCE - SHELTER PARTNERSHIP'S EXPERTISE AND GUIDANCE TO PUBLIC AGENCIES AND NON-PROFIT PROVIDERS RESULTS IN SIGNIFICANT IMPROVEMENTS TO THE DESIGN OF SYSTEMS OF CARE AND IMPLEMENTATION OF REGIONAL PROGRAMS SERVING HOUSEHOLDS WHO EXPERIENCE OR ARE AT-RISK OF HOMELESSNESS. SHELTER PARTNERSHIP WORKS TO PREVENT AND END HOMELESSNESS FOR VARIOUS POPULATIONS, SUCH AS OLDER ADULTS, PEOPLE WITH MENTAL ILLNESS AND/OR SUBSTANCE USE ISSUES, VETERANS, FAMILIES, YOUTH, PEOPLE LIVING WITH HIV/AIDS, AND DOMESTIC VIOLENCE SURVIVORS. SHELTER PARTNERSHIP CO-FACILITATED THE WORK OF THE LOS ANGELES CONTINUUM OF CARE BOARD, A GOVERNANCE BODY REQUIRED UNDER THE FEDERAL HEARTH ACT TO OVERSEE THE FUNDING, OPERATIONS, AND EVALUATION OF THE COC PROGRAM LOCALLY. THIS WORK INCLUDED EDUCATING BOARD MEMBERS ON TRENDS AND NEEDS IN REGIONAL HOMELESSNESS AND HOW THE HOMELESS SERVICES SYSTEM IS PERFORMING. IT ALSO INCLUDED REGULARCONVENING OF WORK GROUPS TO SET PERFORMANCE STANDARDS FOR COC-FUNDED PROJECTS, ESTABLISH FUNDING PRIORITIES FOR FUTURE PROJECTS TO ADDRESS SERVICE GAPS, AND STRATEGIZE ABOUT WAYS TO IMPROVE THE COC'S COMPETITIVENESS IN THE NATIONAL FUNDING COMPETITION. THIS WORK NORMALLY ENTAILS HELPING THE LOS ANGELES HOMELESS SERVICES AUTHORITY (LAHSA) TO WRITE AND SUBMIT THE $160+ MILLION COC PROGRAM APPLICATION TO THE U.S. DEPARTMENT OF HOUSING AND URBAN DEVELOPMENT. THE POLICY AND PLANNING TEAM ALSO WORKED CLOSELY WITH LAHSA TO PURSUE AND/OR DEVELOP NEW FUNDING OPPORTUNITIES BENEFITTING HOMELESS YOUTH AND SURVIVORS OF DOMESTIC VIOLENCE AND HUMAN TRAFFICKING. IN CONJUNCTION WITH LAHSA, SHELTER PARTNERSHIP WORKED WITH YOUTH WITH LIVED EXPERIENCE OF HOMELESSNESS TO DESIGN AND CARRY OUT A COMMUNITY NEEDS ASSESSMENT, INCLUDING FOCUS GROUPS OF YOUTH AND YOUNG ADULTS, AND THEN PRESENTED THE FINDINGS TO THE FEDERAL GOVERNMENT AS PART OF A GRANT APPLICATION UNDER THE YOUTH HOMELESSNESS DEMONSTRATION PROGRAM (YHDP). SHELTER PARTNERSHIP ALSO ASSISTED LAHSA TO COMPETITIVELY PROCURE NEW HOUSING PROJECTS THROUGH A LOCAL REQUEST FOR PROPOSALS (RFP) PROCESS, WHICH RESULTED IN LAHSA AWARDING ITS FIRST EVER CONTINUUM OF CARE PROGRAM GRANT BENEFITTING SURVIVORS OF HUMAN TRAFFICKING IN ADDITION TO SEVERAL NEW HOUSING PROJECTS SERVING DOMESTIC VIOLENCE SURVIVORS. SHELTER PARTNERSHIP HAS BEEN PLAYING A LEADERSHIP ROLE IN THE DEVELOPMENT AND ONGOING OPERATIONS OF THE LOS ANGELES AGING POLICY ACTION TEAM (PAT), A COALITION OF SERVICE PROVIDERS, HOUSING DEVELOPERS, HEALTHCARE AGENCIES AND OTHER STAKEHOLDERS. THE PRIMARY GOAL OF THE PAT IS TO COLLECTIVELY IDENTIFY AND ADVOCATE FOR POLICY CHANGE THAT WILL IMPACT OLDER ADULTS WHO ARE HOMELESS OR AT-RISK FOR HOMELESSNESS AND TO BRING A UNIFIED VOICE TO ADVOCATE FOR THE NEEDS OF OLDER ADULTS AT POLICY FORUMS ACROSS LA COUNTY. PAT MEMBERS WORKED DURING THE YEAR TO IMPROVE AND EXPAND THE ASSISTED LIVING WAIVER PROGRAM (ALW) WHICH PROVIDES ASSISTANCE WITH ACTIVITIES OF DAILY LIVING (E.G., EATING, BATHING, DRESSING, MEDICATION MANAGEMENT) TO MEDI-CAL ELIGIBLE ADULTS, INCLUDING OLDER ADULTS, TO DIVERT THEM FROM INTUITIONAL PLACEMENT. PAT ALSO ADVOCATED FOR THE LOCAL IMPLEMENTATION OF COVID-19 HOUSING RESOURCES, INCLUDING NON-CONGREGATE SHELTERING IN MOTELS, TO BE MORE ACCOMMODATING TO THE NEEDS OF OLDER ADULTS. SHELTER PARTNERSHIP, ALONG WITH THE CORPORATION FOR SUPPORTIVE HOUSING (CSH), LAHSA, AND THE UNITED WAY OF GREATER LA, CONVENED A SERIES OF WORKGROUPS OF HOMELESS SERVICES PROVIDERS AND SENIOR SERVICES PROVIDERS IN VARIOUS REGIONS OF LA COUNTY TO BRIDGE THE GAP BETWEEN THE TWO SECTORS AND DEVELOP PILOTS TO ADDRESS OLDER ADULT HOMELESSNESS. THE GOAL OF THESE WORKGROUPS WAS TO DEVELOP MODELS THAT COULD BE REPLICATED COUNTYWIDE.SHELTER PARTNERSHIP ASSISTED IN DESIGNING THE GUIDELINES AND REVIEWED PROPOSALS' SERVICE PLANS FOR VARIOUS PUBLIC FUNDING PROGRAMS, INCLUDING THE LOS ANGELES COUNTY DEVELOPMENT AUTHORITY'S AFFORDABLE RENTAL HOUSING PROGRAM AND NO PLACE LIKE HOME AND THE CALIFORNIA DEPARTMENT OF HOUSING AND COMMUNITY DEVELOPMENT'S MULTIFAMILY HOUSING PROGRAM, VETERANS HOUSING AND HOMELESS PREVENTION PROGRAM, NO PLACE LIKE HOME, AND HOUSING FOR A HEALTHY CALIFORNIA. EACH OF THESE PROGRAMS PROVIDES CAPITAL FUNDING FOR THE DEVELOPMENT AND PRESERVATION OF AFFORDABLE HOUSING, INCLUDING PERMANENT SUPPORTIVE HOUSING FOR VARIOUS HOMELESS AND AT-RISK POPULATIONS. SHELTER PARTNERSHIP CONTINUED TO SERVE AS THE LEAD SERVICES CONSULTANT TO THESE GOVERNMENT AGENCIES, HELPING TO ENSURE SUCCESSFUL PARTNERSHIPS BETWEEN HOUSING AND SOCIAL SERVICE PROVIDERS.
    Expenses $489,318 · revenue $908,064

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
95-3976214
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1985
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$21,328,396
Income (IRS master file)
$14,117,861

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$14,114,270$10,113,141$21,328,396IRS
990June 2024$14,024,480$20,367,772$17,375,621IRS
990June 2023$18,577,523$19,388,224$23,833,612XML
990June 2022$11,892,362$23,025,688$24,434,463IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 95-3976214).

Questions about SHELTER PARTNERSHIP INC

What is the EIN of SHELTER PARTNERSHIP INC?
The employer identification number (EIN) of SHELTER PARTNERSHIP INC is 95-3976214.
Is SHELTER PARTNERSHIP INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1985.
Are donations to SHELTER PARTNERSHIP INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does SHELTER PARTNERSHIP INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of SHELTER PARTNERSHIP INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SHELTER PARTNERSHIP INC last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of SHELTER PARTNERSHIP INC?
The 990 for the year ended June 30, 2025 names LANCE SIMON.
Who are the officers and directors of SHELTER PARTNERSHIP INC?
The 990 for the year ended June 30, 2025 lists 16 people; 1 received compensation from the organization, the highest $115,000 (JAN PERRY, EXECUTIVE DIRECTOR).
How much revenue does SHELTER PARTNERSHIP INC have?
On its 990 for the year ended June 30, 2025 it reported revenue of $14,114,270, expenses of $10,113,141 and total assets of $21,328,396 at year end.

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