Mz Shirliz Transitional FY2021 filing

Tax-deductible

Sacramento, CA501(c)(3)Since 2009HousingEIN 27-1103255Revenue $208K in FY2021

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.
87¢ of each $1 spent went to programs.
$47K 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

FY2021 · 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
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average deficit $46 a year · under 1% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
87%
of spending
Looks good: 87% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$47K
to officers and key staff · 24% of spending
Worth a look: pay to officers and key staff is 24% 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
$187
3% of total assets
Looks good: liabilities are 3% of assets; 50% or less.
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
$208K
+18% vs prior year
Spent
$197K
To programs
87%
Net assets
$6K
By yearFY2020–FY2024
Revenue
$208K
FY2021▲ +18%
Tap a bar for its year
Revenue by fiscal year
FY2020$176K
FY2021$208K
FY2022$156K
FY2023$161K
FY2024$176K
FY2024$150K
Expenses
$197K
FY2021▲ +6%
Tap a bar for its year
Expenses by fiscal year
FY2020$186K
FY2021$197K
FY2022$164K
FY2023$153K
FY2024$176K
FY2024$151K
Net assets
$6K
FY2021▲ +239%
Tap a bar for its year
Net assets by fiscal year
FY2020−$5K
FY2021$6K
FY2022−$2K
FY2023$5K
FY2024$5K
FY2024$4K

From the FY2021 Form 990 (year ending June 2021) · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in May 2012.

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

Where the money goes

87 cents of each dollar spent went to programs.

Program services 87% · $171K Management & general 10% · $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; $47K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII
$29,520Pt VII · Sec A
$17,280Pt 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

NameFY2024FY2024FY2023FY2022FY2021FY2020
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 · $171K · in their own filed words · FY2020
01

This 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 behavioral therapy, restorative justice groups and one-on-one counselling to cover life skills and daily issues.

$118Kprogram expense
02

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

$54Kprogram 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 FY2021 990, line by line.

1The main four
Money inPt VIII
$208K
Ln 12
Gifts and grantsLn 1h$185K
Fees for servicesLn 2g$23K
Investment incomeLn 3$1
Money outPt IX
$197K
Ln 25
Programscol B$171K
Managementcol C$20K
Fundraisingcol D$6K
Owns and owesPt X
$6K
net assets · Ln 32
Cash and savingsLn 1–2$2K
Total assetsLn 16$7K
LiabilitiesLn 26$187
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$185K
Government grantsLn 1e$184K
Fees for servicesLn 2g$23K
Investment incomeLn 3$1
Total revenueLn 12$208K
Assets in detailPt X, end of year
CashLn 1$2K
Cash and savings togetherLn 1–2$2K
Land, buildings, equipmentLn 10c$2K
Other assetsLn 15$3K
Total assetsLn 16$7K
LiabilitiesLn 26$187
Net assetsLn 32$6K
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 FY21End FY21
Cash and savingsLn 1–2$1K$2K
Land, buildings, equipmentLn 10c$2K$2K
Total assetsLn 16$6K$7K
LiabilitiesLn 26$11K$187
Net assetsLn 32−$5K$6K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$47K$37K$5K$5K
Other salaries and wagesLn 7$11K$8K$1K$1K
Other employee benefitsLn 9$2K$2K
Payroll taxesLn 10$5K$4K$609$525
Accounting feesLn 11c$5K$5K
Other fees for servicesLn 11g$135$14$121
Office expensesLn 13$1K$72$1K
Information technologyLn 14$375$375
OccupancyLn 16$106K$106K
InterestLn 20$75$75
InsuranceLn 23$2K$2K
Other expenses (24a–d)Ln 24$17K$14K$3K
All other expensesLn 24e$997$796$201
Total functional expensesLn 25$197K$171K$20K$6K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 $176K$176K$198$5K 990 PDF
FY2023 $161K$153K$7K$5K 990 PDF
FY2022 $156K$164K−$9K−$2K 990 PDF
FY2021 Viewing $208K$197K$11K$6K 990 PDF
FY2020 $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 FY2021 990 (6 parts)
Part I · Summary $208,229 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $149,906$184,808
I-9 Program service revenuePrior year $25,972$23,420
I-10 Investment incomePrior year $0$1
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $175,878$208,229
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 $62,262$64,621
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $123,772$132,692
I-18 Total expensesPrior year $186,034$197,313
I-19 Revenue less expensesPrior year −$10,156$10,916
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 $208,229 across 6 lines filed
VIII-1e Government grants$184,318
VIII-1f All other contributions, gifts and grants$490
VIII-1h Total contributions, gifts and grants$184,808
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Excluded from tax $23,420$23,420
VIII-3 Investment incomeExcluded from tax $1$1
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $23,421$208,229
Part IX · Statement of functional expenses $197,313 across 13 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $37,440 · Management $4,680 · Fundraising $4,680$46,800
IX-7 Other salaries and wagesPrograms $8,486 · Management $1,061 · Fundraising $1,061$10,608
IX-9 Other employee benefitsManagement $1,878$1,878
IX-10 Payroll taxesPrograms $4,201 · Management $609 · Fundraising $525$5,335
IX-11c Accounting feesManagement $4,667$4,667
IX-11g Other fees for servicesPrograms $14 · Management $121$135
IX-13 Office expensesPrograms $72 · Management $1,117$1,189
IX-14 Information technologyManagement $375$375
IX-16 OccupancyPrograms $106,077$106,077
IX-20 InterestManagement $75$75
IX-23 InsuranceManagement $2,327$2,327
IX-24 Other expenses (24a–d)Programs $14,154 · Management $2,696$16,850
IX-24e All other expensesPrograms $796 · Management $201$997
IX-25 Total functional expensesPrograms $171,240 · Management $19,807 · Fundraising $6,266$197,313
Part X · Balance sheet $6,532 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $1,311$1,743
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 $6,100$6,532
X-25 Other liabilitiesStart of year $10,671$187
X-26 Total liabilitiesStart of year $10,671$187
X-27 Net assets without donor restrictionsStart of year −$4,571$6,345
X-32 Total net assets or fund balancesStart of year −$4,571$6,345
X-33 Total liabilities and net assetsStart of year $6,100$6,532
Part XI · Reconciliation of net assets $6,345 net assets at year end
XI-1 Total revenue$208,229
XI-2 Total expenses$197,313
XI-3 Revenue less expenses$10,916
XI-4 Net assets at start of year−$4,571
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$6,345

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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