SHELTER PARTNERSHIP INC

EIN: 953976214 501(c)(3) Housing & Shelter

LOS ANGELES, CA

Total Revenue
$14,114,270
Total Expenses
$10,113,141
Total Assets
$21,328,396
Net Assets
$21,031,747
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Organization Details

Formation Year
1985
Legal Domicile
CA
Principal Officer
LANCE SIMON
Phone
2136882188
Tax Period
2024-07-01 to 2025-06-30

SHELTER PARTNERSHIP INC, founded in 1985, is a mid-sized nonprofit in the Housing & Shelter sector that reported $14.1M in total revenue in fiscal year 2024. The organization ran a surplus of $4.0M, a strong 28% operating margin.

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.

Program Service Accomplishments

Program 1
Expenses: $9,152,166 Revenue: $12,832,108

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...

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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.

Program 2
Expenses: $489,318 Revenue: $908,064

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...

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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.

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $13,681,198
Program Service Revenue $431,429
Investment Income $1,643
Other Revenue $0
TOTAL REVENUE $14,114,270

Expense Breakdown

Grants Paid $7,838,880
Salaries & Benefits $1,240,857
Fundraising Expenses $194,548
Program Expenses $9,641,484
Other Expenses $1,033,404
TOTAL EXPENSES $10,113,141

Year-over-Year Comparison

2024 2023 Change
Revenue $14,114,270 $14,024,480 +0.0%
Expenses $10,113,141 $20,367,772 -0.5%
Net Income $4,001,129 $-6,343,292 -1.6%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Governance

Voting Members
15
Independent Members
15
Employees
16
Volunteers
N/A

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
4
$115,000
Total Directors
16
$115,000
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
BILL WITTE DIRECTOR 3.00
Director
$0 $0 $0
CHARMAINE ATHERTON DIRECTOR 3.00
Director
$0 $0 $0
ERICH KLEIN DIRECTOR 3.00
Director
$0 $0 $0
FRITZ COLEMAN DIRECTOR 3.00
Director
$0 $0 $0
GAIL GIBSON DIRECTOR 3.00
Director
$0 $0 $0
JAN PERRY EXECUTIVE DIRECTOR 35.00
Officer Director
$115,000 $0 $115,000
KEITH SHARP DIRECTOR 3.00
Director
$0 $0 $0
KEVIN SULLIVAN TREASURER 3.00
Officer Director
$0 $0 $0
LANCE SIMON DIRECTOR, CHAIR 3.00
Officer Director
$0 $0 $0
LOUISE OLIVER SECRETARY 3.00
Officer Director
$0 $0 $0
PETER BARKER DIRECTOR 3.00
Director
$0 $0 $0
RODNEY SWAN DIRECTOR 3.00
Director
$0 $0 $0
RON GRIFFITH DIRECTOR 3.00
Director
$0 $0 $0
RYAN MACY-HURY EXECUTIVE DIRECTOR 35.00
Director
$0 $0 $0
TERRI KAPLAN DIRECTOR 3.00
Director
$0 $0 $0
THOMAS LANE DIRECTOR 3.00
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $14,114,270 $10,113,141 $21,328,396 $4,001,129
2024 No data No data No data No data
2023 $18,577,523 $19,388,224 $23,833,612 $-810,701
2022 $11,892,362 $23,025,688 $24,434,463 $-11,133,326
2021 $24,847,309 $25,954,622 $35,690,027 $-1,107,313
2020 $27,447,293 $17,555,962 $36,648,192 $9,891,331
2019 $14,873,724 $9,950,331 $26,536,494 $4,923,393
2018 $10,537,379 $11,305,452 $21,656,011 $-768,073
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