Nonprofit · EIN 95-3976214
SHELTER PARTNERSHIP INC
Tax-exempt · LOS ANGELES, CA 90071
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $14,114,270 | $10,113,141 | $4,001,129 | $21,328,396 | $296,649 | $21,031,747 |
| June 30, 2024 | 990 | $14,024,480 | $20,367,772 | -$6,343,292 | $17,375,621 | $245,003 | $17,130,618 |
| June 30, 2023 | 990 | $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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAN PERRY | EXECUTIVE DIRECTOR Trustee or director, Officer | 35 | $115,000 |
| BILL WITTE | DIRECTOR Trustee or director | 3 | $0 |
| CHARMAINE ATHERTON | DIRECTOR Trustee or director | 3 | $0 |
| ERICH KLEIN | DIRECTOR Trustee or director | 3 | $0 |
| FRITZ COLEMAN | DIRECTOR Trustee or director | 3 | $0 |
| GAIL GIBSON | DIRECTOR Trustee or director | 3 | $0 |
| KEITH SHARP | DIRECTOR Trustee or director | 3 | $0 |
| KEVIN SULLIVAN | TREASURER Trustee or director, Officer | 3 | $0 |
| LANCE SIMON | DIRECTOR, CHAIR Trustee or director, Officer | 3 | $0 |
| LOUISE OLIVER | SECRETARY Trustee or director, Officer | 3 | $0 |
| PETER BARKER | DIRECTOR Trustee or director | 3 | $0 |
| RODNEY SWAN | DIRECTOR Trustee or director | 3 | $0 |
| RON GRIFFITH | DIRECTOR Trustee or director | 3 | $0 |
| RYAN MACY-HURY | EXECUTIVE DIRECTOR Trustee or director | 35 | $0 |
| TERRI KAPLAN | DIRECTOR Trustee or director | 3 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THOMAS LANE | DIRECTOR Trustee or director | 3 | $0 |
990 for the year ended June 30, 2024: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAN PERRY | EXECUTIVE DIRECTOR Trustee or director, Officer | 35 | $115,000 |
| BILL WITTE | DIRECTOR Trustee or director | 3 | $0 |
| CHARMAINE ATHERTON | DIRECTOR Trustee or director | 3 | $0 |
| ERICH KLEIN | DIRECTOR Trustee or director | 3 | $0 |
| FRITZ COLEMAN | DIRECTOR Trustee or director | 3 | $0 |
| GAIL GIBSON | DIRECTOR Trustee or director | 3 | $0 |
| KEITH SHARP | DIRECTOR Trustee or director | 3 | $0 |
| KEVIN SULLIVAN | TREASURER Trustee or director, Officer | 3 | $0 |
| LANCE SIMON | DIRECTOR, CHAIR Trustee or director, Officer | 3 | $0 |
| LOUISE OLIVER | SECRETARY Trustee or director, Officer | 3 | $0 |
| PETER BARKER | DIRECTOR Trustee or director | 3 | $0 |
| RODNEY SWAN | DIRECTOR Trustee or director | 3 | $0 |
| RON GRIFFITH | DIRECTOR Trustee or director | 3 | $0 |
| RYAN MACY-HURY | EXECUTIVE DIRECTOR Trustee or director | 35 | $0 |
| TERRI KAPLAN | DIRECTOR Trustee or director | 3 | $0 |
| THOMAS LANE | DIRECTOR Trustee or director | 3 | $0 |
990 for the year ended June 30, 2023: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAN PERRY | EXECUTIVE DIRECTOR Trustee or director, Officer | 35 | $115,000 |
| RYAN MACY-HURY | EXECUTIVE DIRECTOR Trustee or director | 35 | $107,125 |
| BILL WITTE | DIRECTOR Trustee or director | 3 | $0 |
| CHARMAINE ATHERTON | DIRECTOR Trustee or director | 3 | $0 |
| ERICH KLEIN | DIRECTOR Trustee or director | 3 | $0 |
| FRITZ COLEMAN | DIRECTOR Trustee or director | 3 | $0 |
| GAIL GIBSON | DIRECTOR Trustee or director | 3 | $0 |
| KEITH SHARP | DIRECTOR Trustee or director | 3 | $0 |
| KEVIN SULLIVAN | TREASURER Trustee or director, Officer | 3 | $0 |
| LANCE SIMON | DIRECTOR, CHAIR Trustee or director, Officer | 3 | $0 |
| LOUISE OLIVER | SECRETARY Trustee or director, Officer | 3 | $0 |
| PETER BARKER | DIRECTOR Trustee or director | 3 | $0 |
| RODNEY SWAN | DIRECTOR Trustee or director | 3 | $0 |
| RON GRIFFITH | DIRECTOR Trustee or director | 3 | $0 |
| TERRI KAPLAN | DIRECTOR Trustee or director | 3 | $0 |
| THOMAS LANE | DIRECTOR 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
- Website
- WWW.SHELTERPARTNERSHIP.ORG
- 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)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 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
- Category (NTEE)
- Housing and shelter (L41)
- Assets (IRS master file)
- $21,328,396
- Income (IRS master file)
- $14,117,861
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $14,114,270 | $10,113,141 | $21,328,396 | IRS |
| 990 | June 2024 | $14,024,480 | $20,367,772 | $17,375,621 | IRS |
| 990 | June 2023 | $18,577,523 | $19,388,224 | $23,833,612 | XML |
| 990 | June 2022 | $11,892,362 | $23,025,688 | $24,434,463 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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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All nonprofits in LOS ANGELES · California · Housing and shelter