Shalom House FY2024 filing

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Shalom House provides an array of community-based mental health services and a choice of affordable housing ranging from transitional housing and group homes to independent apartments. Once basic needs have been met, people's lives can become more stable. Our goal is to help people with severe mental illness address personal goals, receive services, take medications, and once again become a vital part of the community.

501(c)(3) charity; gifts are tax-deductible.
91¢ of each $1 spent went to programs.
$273K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $870K a year · 3% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
91%
of spending
Looks good: 91% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$273K
to officers and key staff · 0.7% of spending
Looks good: pay to officers and key staff is 1% of spending; 15% or less.
Pt VII · Sec A
1 mo
of spending, in cash
Fine: 1.0 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $20K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$11.6M
67% of total assets
Worth a look: liabilities are 67% of assets; over 65%.
Pt X · Ln 26
Independent board members
12
of 12 voting members
Looks good: 12 of 12 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$37.9M
+13% vs prior year
Spent
$37.7M
To programs
91%
Net assets
$5.6M
By yearFY2020–FY2025
Revenue
$37.9M
FY2024▲ +13%
Tap a bar for its year
Revenue by fiscal year
FY2020$25.4M
FY2021$31.1M
FY2022$31.2M
FY2023$33.7M
FY2024$37.9M
FY2025$39.1M
Expenses
$37.7M
FY2024▲ +15%
Tap a bar for its year
Expenses by fiscal year
FY2020$25.2M
FY2021$28.7M
FY2022$31.0M
FY2023$32.7M
FY2024$37.7M
FY2025$38.0M
Net assets
$5.6M
FY2024▲ +4%
Tap a bar for its year
Net assets by fiscal year
FY2020$3.1M
FY2021$5.7M
FY2022$5.7M
FY2023$5.4M
FY2024$5.6M
FY2025$6.7M

From the FY2024 Form 990 (year ending June 2024) · figures checked against the IRS filing · see the original

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You’re viewing the FY2024 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Nov 1971.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

91 cents of each dollar spent went to programs.

Program services 91% · $34.2M Management & general 9% · $3.5M Fundraising 0% · $71K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

20 people listed on the 990; $273K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2023); the FY2024 filing did not itemize Part VII
Executive Director
$165,039Pt VII · Sec A
Past Finance Director
$70,555Pt VII · Sec A
Finance Director
$37,158Pt VII · Sec A
Assistant Treasurer
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Mary Haynes-Rodgers’s $156K as Executive Director is at the 10th percentile of top reported officer pay among 746 $10–100M mental health nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 6 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Mary Haynes-Rodgers$156,348$165,039$138,817$126,606$119,629$106,291
Abigail Spadone$110,262—————
Edward Hermann$102,791—————
Douglas Davidson$102,258$37,158————
Monett Wilson——$97,572$93,148$90,749$82,380
Jan-Marie Lindholm—$70,555————

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Shalom House executive salaries →

7 open jobs right now. See them →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Offers mental health services and affordable housing to help people with severe mental illness rebuild their lives.

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2 programs · $34.2M · in their own filed words · FY2023
01

Rental Assistance & SubsidiesAdminstration and distribution of state and federal rental assistance subsidies, including shelter plus care subsidized housing.

$17.4Mprogram expense
02

Residential HousingResidential housing for mentally ill individuals utilizing group homes and apartments with various levels of support to foster independent living skills.

$16.8Mprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · received and paid
Grants received · FY2024
Total grants receivedfrom 1 funder$20K
Grants paid · 4 grants · $123K · 2021–2024
Unitemized GrantFY2024$23,827
Unitemized GrantFY2023$28,909
Unitemized GrantFY2022$36,256
Unitemized GrantFY2021$33,983

Federal money

Single Audit · Federal Audit Clearinghouse · money spent from federal programs
Year ending Jun 2025 · $10.3M federal money spent
Continuum of Care ProgramDepartment of Housing and Urban Development · ALN 14.267 · Through Maine Department of Health and Human Services$10.3M

The auditor reported: a material weakness in money controls.

Year ending Jun 2024 · $10.9M federal money spent
Continuum of Care ProgramDepartment of Housing and Urban Development · ALN 14.267 · Through Maine Department of Health and Human Services$10.9M

The auditor reported 1 finding: a weakness in money controls.

Year ending Jun 2023 · $10.3M federal money spent
Continuum of Care ProgramDepartment of Housing and Urban Development · ALN 14.267 · Direct$10.3M

The auditor reported no findings.

Year ending Jun 2022 · $9.5M federal money spent
Continuum of Care ProgramDepartment of Housing and Urban Development · ALN 14.267 · Through Maine Department of Health and Human Services$9.5M

The auditor reported: a weakness in money controls.

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$37.9M
Ln 12
Fees for servicesLn 2g$37.7M
Gifts and grantsLn 1h$135K
Investment incomeLn 3$76K
Money outPt IX
$37.7M
Ln 25
Programscol B$34.2M
Managementcol C$3.5M
Fundraisingcol D$71K
Owns and owesPt X
$5.6M
net assets · Ln 32
Cash and savingsLn 1–2$3.2M
Total assetsLn 16$17.2M
LiabilitiesLn 26$11.6M
PeoplePt VI, VII
20
listed · VII A
PaidVII A3
Voting boardVI 1a12
IndependentVI 1b12
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$135K
Fees for servicesLn 2g$37.7M
Investment incomeLn 3$76K
Other incomeLn 4–11$2K
Gains on assetsLn 7$62K
Total revenueLn 12$37.9M
Assets in detailPt X, end of year
CashLn 1$248K
SavingsLn 2$3.0M
Cash and savings togetherLn 1–2$3.2M
Accounts receivableLn 4$2.3M
Notes and loans receivableLn 7$183K
Prepaid expenses and deferred chargesLn 9$125K
Land, buildings, equipmentLn 10c$9.2M
InvestmentsLn 11–13$320K
Intangible assetsLn 14$916K
Other assetsLn 15$901K
Total assetsLn 16$17.2M
LiabilitiesLn 26$11.6M
Net assetsLn 32$5.6M
OperationsPt I, VI
EmployeesI 5296
VolunteersI 617
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3More from this return
Investment feesPt IX, Sch D
Investment fees, as reportedPt IX 11f$9K
Share of the $525K endowmentSch D 1g1.7%
Typical, median of 2,202 orgs0.44%
EndowmentSch D · Pt V
LineFY24FY23FY22FY21FY20
End of yearLn 1g$525K$480K$456K$501K$370K
SpentLn 1d–1f$9K$9K$6K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$4.6M$3.2M
InvestmentsLn 11–13$320K$320K
Land, buildings, equipmentLn 10c$9.6M$9.2M
Total assetsLn 16$18.6M$17.2M
LiabilitiesLn 26$13.2M$11.6M
Net assetsLn 32$5.4M$5.6M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic individualsLn 2$29K$29K
Pay of current officers, directors and key staffLn 5$281K$281K
Other salaries and wagesLn 7$11.4M$10.2M$1.2M$29K
Pension plan contributionsLn 8$111K$102K$9K$6
Other employee benefitsLn 9$2.2M$2.0M$269K$119
Payroll taxesLn 10$887K$779K$108K$48
Legal feesLn 11b$64K$57K$7K
Accounting feesLn 11c$94K$94K
Investment management feesLn 11f$9K$9K
Other fees for servicesLn 11g$93K$31K$63K
Advertising and promotionLn 12$2K$2K
Office expensesLn 13$146K$109K$34K$3K
Information technologyLn 14$145K$118K$27K$465
OccupancyLn 16$883K$498K$381K$5K
TravelLn 17$83K$80K$3K
Conferences, conventions and meetingsLn 19$49K$26K$22K$250
InterestLn 20$219K$72K$147K
Depreciation, depletion and amortizationLn 22$484K$225K$259K
InsuranceLn 23$175K$75K$100K
Other expenses (24a–d)Ln 24$19.8M$19.4M$397K$31K
All other expensesLn 24e$535K$446K$89K
Total functional expensesLn 25$37.7M$34.2M$3.5M$71K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Jan 14, 2026 $39.1M$38.0M$1.1M$6.7M 990 PDF
FY2024 ViewingFiled with the IRS Jan 15, 2025 $37.9M$37.7M$220K$5.6M 990 PDF
FY2023Filed with the IRS May 3, 2024 $33.7M$32.7M$994K$5.4M 990 PDF
FY2022 $31.2M$31.0M$232K$5.7M 990 PDF
FY2021Filed with the IRS May 12, 2022 $31.1M$28.7M$2.5M$5.7M 990 PDF
FY2020Filed with the IRS May 12, 2021 $25.4M$25.2M$208K$3.1M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $37,936,364 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $103,786$134,677
I-9 Program service revenuePrior year $32,708,340$37,723,554
I-10 Investment incomePrior year $493,513$76,467
I-11 Other revenuePrior year $386,082$1,666
I-12 Total revenuePrior year $33,691,721$37,936,364
I-13 Grants and similar amounts paidPrior year $36,256$28,909
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $11,916,590$14,900,079
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $20,745,065$22,787,257
I-18 Total expensesPrior year $32,697,911$37,716,245
I-19 Revenue less expensesPrior year $993,810$220,119
Part VI · Governance 12 of 12 board members independent, no flags
VI-1a Voting members of the governing body12
VI-1b Independent voting members12
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $37,936,364 across 7 lines filed
VIII-1f All other contributions, gifts and grants$134,677
VIII-1h Total contributions, gifts and grants$134,677
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $37,707,893 · Unrelated business $15,661$37,723,554
VIII-3 Investment incomeExcluded from tax $14,072$14,072
VIII-7 Net gain or loss on sales of assetsExcluded from tax $62,395$62,395
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $1,666$1,666
VIII-12 Total revenueRelated to mission $37,707,893 · Unrelated business $15,661 · Excluded from tax $78,133$37,936,364
Part IX · Statement of functional expenses $37,716,245 across 21 lines filed
IX-2 Grants to domestic individualsPrograms $28,909$28,909
IX-5 Pay of current officers, directors and key staffManagement $281,146$281,146
IX-7 Other salaries and wagesPrograms $10,176,502 · Management $1,193,666 · Fundraising $29,118$11,399,286
IX-8 Pension plan contributionsPrograms $101,600 · Management $9,154 · Fundraising $6$110,760
IX-9 Other employee benefitsPrograms $1,952,957 · Management $268,655 · Fundraising $119$2,221,731
IX-10 Payroll taxesPrograms $778,642 · Management $108,466 · Fundraising $48$887,156
IX-11b Legal feesPrograms $57,085 · Management $6,940$64,025
IX-11c Accounting feesManagement $93,500$93,500
IX-11f Investment management feesManagement $8,999$8,999
IX-11g Other fees for servicesPrograms $30,783 · Management $62,716$93,499
IX-12 Advertising and promotionFundraising $1,995$1,995
IX-13 Office expensesPrograms $109,046 · Management $34,388 · Fundraising $2,735$146,169
IX-14 Information technologyPrograms $117,644 · Management $27,276 · Fundraising $465$145,385
IX-16 OccupancyPrograms $497,946 · Management $380,723 · Fundraising $4,815$883,484
IX-17 TravelPrograms $79,954 · Management $3,223$83,177
IX-19 Conferences, conventions and meetingsPrograms $25,881 · Management $22,469 · Fundraising $250$48,600
IX-20 InterestPrograms $71,610 · Management $147,051$218,661
IX-22 Depreciation, depletion and amortizationPrograms $225,172 · Management $259,262$484,434
IX-23 InsurancePrograms $75,063 · Management $100,308$175,371
IX-24 Other expenses (24a–d)Programs $19,376,219 · Management $397,247 · Fundraising $31,394$19,804,860
IX-24e All other expensesPrograms $445,888 · Management $89,210$535,098
IX-25 Total functional expensesPrograms $34,150,901 · Management $3,494,399 · Fundraising $70,945$37,716,245
Part X · Balance sheet $17,205,808 assets, 18 lines filed
X-1 Cash, non-interest-bearingStart of year $1,758,582$247,753
X-2 Savings and temporary cash investmentsStart of year $2,810,580$2,961,109
X-4 Accounts receivableStart of year $1,940,670$2,316,791
X-7 Notes and loans receivableStart of year $183,438$183,438
X-9 Prepaid expenses and deferred chargesStart of year $43,834$125,387
X-10c Land, buildings and equipment, netStart of year $9,648,714$9,234,259
X-12 Other securitiesStart of year $319,779$319,758
X-14 Intangible assetsStart of year $1,057,770$915,824
X-15 Other assetsStart of year $864,871$901,489
X-16 Total assetsStart of year $18,628,238$17,205,808
X-17 Accounts payable and accrued expensesStart of year $961,865$1,113,856
X-23 Secured mortgages and notes payableStart of year $9,793,269$9,453,572
X-25 Other liabilitiesStart of year $2,487,483$1,034,875
X-26 Total liabilitiesStart of year $13,242,617$11,602,303
X-27 Net assets without donor restrictionsStart of year $4,886,851$5,046,895
X-28 Net assets with donor restrictionsStart of year $498,770$556,610
X-32 Total net assets or fund balancesStart of year $5,385,621$5,603,505
X-33 Total liabilities and net assetsStart of year $18,628,238$17,205,808
Part XI · Reconciliation of net assets $5,603,505 net assets at year end
XI-1 Total revenue$37,936,364
XI-2 Total expenses$37,716,245
XI-3 Revenue less expenses$220,119
XI-4 Net assets at start of year$5,385,621
XI-5 Net unrealized gains (losses) on investments$5,180
XI-9 Other changes in net assets−$7,415
XI-10 Net assets at end of year$5,603,505

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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