Mz Shirliz Transitional FY2020 filing

Tax-deductible

Sacramento, CA501(c)(3)Since 2009HousingEIN 27-1103255Revenue $176K in FY2020

On file with the IRSmzshirliz.org7805 Macfadden Dr, 95828-4325 · Sacramento, CATax-exempt since May 2012Publicly supported charity — 170(b)(1)(A)(vi)

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We strengthen communities by improving the lives of these individuals and showing them there is a better way to live and the importance of giving back to the communities they live in. Along with this, we focus on reducing recidivism by assisting these individuals in changing their criminal thinking through education and a purpose in life.

501(c)(3) charity; gifts are tax-deductible.
86¢ of each $1 spent went to programs.
$51K 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

FY2020 · 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
3 of 6
filings with a surplus
Average deficit $295 a year · under 1% of revenue · last 6 filings
Worth a look: a surplus in 3 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
86%
of spending
Looks good: 86% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$51K
to officers and key staff · 27% of spending
Worth a look: pay to officers and key staff is 27% of spending; over 20%.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Concern: 0.1 months of spending in cash; under 2 weeks.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
1
named funder · $10K
Fine: 1 funder names it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$11K
175% of total assets
Concern: liabilities are 175% of assets; over 80%.
Pt X · Ln 26
Independent board members
6
of 8 voting members
Looks good: 6 of 8 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$176K
Spent
$186K
To programs
86%
Net assets
−$5K
By yearFY2020–FY2025
Revenue
$176K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$176K
FY2021$208K
FY2022$156K
FY2023$161K
FY2024$176K
FY2025$150K
Expenses
$186K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$186K
FY2021$197K
FY2022$164K
FY2023$153K
FY2024$176K
FY2025$151K
Net assets
−$5K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020−$5K
FY2021$6K
FY2022−$2K
FY2023$5K
FY2024$5K
FY2025$4K

From the FY2020 Form 990 (year ending June 2020) · see the original

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You’re viewing the FY2020 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 May 2012.

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

Where the money goes

86 cents of each dollar spent went to programs.

Program services 86% · $160K Management & general 11% · $20K Fundraising 3% · $6K

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

8 people listed on the 990; $51K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
$31,980Pt VII · Sec A
$18,720Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
President
$0Pt VII · Sec A
$0Pt VII · Sec A
Treasurer
$0Pt VII · Sec A

Shirley Lamarr’s $30K as Board Member/Program Direc is at the 22nd percentile of top reported officer pay among 851 $100K–1M housing 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 · 3 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Shirley Lamar————$29,520$31,980
Shirley Lamarr$29,520$29,520$29,520$29,520——
Ann Baldetta$17,280$17,280$17,280$17,280$17,280$18,720

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.

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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 15aNo

Programs and updates

Provides temporary housing and crisis services for people with addiction, formerly incarcerated, or homeless.

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Provided by the organization

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2 programs · $160K · in their own filed words · FY2019
01

AB109 funded housing and servicesthis program provides housing for the homeless, previously incarcerated and persons with co-occurring issues and addictions that require TREATMENT.THIS program provides short term housing, cognitive behaviorial therapy, restorative justice groups and one-on-one counselling to cover life skills and daily…

$115Kprogram expense
02

Graduate aftercare housing and continuum of carethis program serves the same target population of people who have already completed primary treatment and need ongoing aftercare components in a structured MODEL.THIS program provides short-term housing, continued cognitive behaviorial therapy, bi-weekly check-ins, life skills and guidance…

$45Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · funders on record
Grants received · FY2021
Total grants receivedfrom 1 funder$10K

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$176K
Ln 12
Gifts and grantsLn 1h$150K
Fees for servicesLn 2g$26K
Money outPt IX
$186K
Ln 25
Programscol B$160K
Managementcol C$20K
Fundraisingcol D$6K
Owns and owesPt X
−$5K
net assets · Ln 32
Cash and savingsLn 1–2$1K
Total assetsLn 16$6K
LiabilitiesLn 26$11K
PeoplePt VI, VII
8
listed · VII A
PaidVII A2
Voting boardVI 1a8
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$150K
Government grantsLn 1e$148K
Fees for servicesLn 2g$26K
Total revenueLn 12$176K
Assets in detailPt X, end of year
CashLn 1$1K
Cash and savings togetherLn 1–2$1K
Land, buildings, equipmentLn 10c$2K
Other assetsLn 15$3K
Total assetsLn 16$6K
LiabilitiesLn 26$11K
Net assetsLn 32−$5K
OperationsPt I, VI
EmployeesI 53
VolunteersI 60
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$890$1K
Land, buildings, equipmentLn 10c$2K$2K
Total assetsLn 16$6K$6K
LiabilitiesLn 26$94$11K
Net assetsLn 32$6K−$5K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$51K$41K$5K$5K
Other salaries and wagesLn 7$4K$3K$372$372
Other employee benefitsLn 9$3K$78$3K
Payroll taxesLn 10$5K$4K$457$457
Accounting feesLn 11c$4K$4K
Other fees for servicesLn 11g$152$14$138
Office expensesLn 13$1K$8$1K
Information technologyLn 14$325$325
OccupancyLn 16$101K$101K
InterestLn 20$15$15
InsuranceLn 23$2K$2K
Other expenses (24a–d)Ln 24$14K$12K$2K
All other expensesLn 24e$452$172$280
Total functional expensesLn 25$186K$160K$20K$6K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $150K$151K−$2K$4K 990 PDF
FY2024 $176K$176K$198$5K 990 PDF
FY2023 $161K$153K$7K$5K 990 PDF
FY2022 $156K$164K−$9K−$2K 990 PDF
FY2021 $208K$197K$11K$6K 990 PDF
FY2020 Viewing $176K$186K−$10K−$5K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2020 990 (6 parts)
Part I · Summary $175,878 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $165,300$149,906
I-9 Program service revenuePrior year $18,498$25,972
I-10 Investment incomePrior year $102$0
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $183,900$175,878
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $50,173$62,262
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $139,669$123,772
I-18 Total expensesPrior year $189,842$186,034
I-19 Revenue less expensesPrior year −$5,942−$10,156
Part VI · Governance 6 of 8 board members independent, 4 to look at
VI-1a Voting members of the governing body8
VI-1b Independent voting members6
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $175,878 across 5 lines filed
VIII-1e Government grants$148,226
VIII-1f All other contributions, gifts and grants$1,680
VIII-1h Total contributions, gifts and grants$149,906
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Excluded from tax $25,972$25,972
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $25,972$175,878
Part IX · Statement of functional expenses $186,034 across 13 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $40,560 · Management $5,070 · Fundraising $5,070$50,700
IX-7 Other salaries and wagesPrograms $2,983 · Management $372 · Fundraising $372$3,727
IX-9 Other employee benefitsPrograms $78 · Management $3,191$3,269
IX-10 Payroll taxesPrograms $3,652 · Management $457 · Fundraising $457$4,566
IX-11c Accounting feesManagement $4,308$4,308
IX-11g Other fees for servicesPrograms $14 · Management $138$152
IX-13 Office expensesPrograms $8 · Management $1,103$1,111
IX-14 Information technologyManagement $325$325
IX-16 OccupancyPrograms $100,900$100,900
IX-20 InterestManagement $15$15
IX-23 InsuranceManagement $2,452$2,452
IX-24 Other expenses (24a–d)Programs $12,086 · Management $1,971$14,057
IX-24e All other expensesPrograms $172 · Management $280$452
IX-25 Total functional expensesPrograms $160,453 · Management $19,682 · Fundraising $5,899$186,034
Part X · Balance sheet $6,100 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $890$1,311
X-10c Land, buildings and equipment, netStart of year $1,969$1,969
X-15 Other assetsStart of year $2,820$2,820
X-16 Total assetsStart of year $5,679$6,100
X-25 Other liabilitiesStart of year $94$10,671
X-26 Total liabilitiesStart of year $94$10,671
X-27 Net assets without donor restrictionsStart of year $5,585−$4,571
X-32 Total net assets or fund balancesStart of year $5,585−$4,571
X-33 Total liabilities and net assetsStart of year $5,679$6,100
Part XI · Reconciliation of net assets −$4,571 net assets at year end
XI-1 Total revenue$175,878
XI-2 Total expenses$186,034
XI-3 Revenue less expenses−$10,156
XI-4 Net assets at start of year$5,585
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year−$4,571

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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