Civic Intelligence

South Oakland Shelter

EIN 38-2847849 • 501(c)3 • Pontiac, MI

Profile

Lighthouse mi endeavors to build equitable communities and alleviate poverty in partnership with and in service to individuals, families, and organizations.

46156 Woodward AvePontiac, MI 48342

www.lighthousemi.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

56th percentile

0.23x

Higher debt load relative to assets than 56% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

43rd percentile

0.17x

Higher debt load relative to revenue than 43% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

68th percentile

14%

Higher net margin than 68% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

73rd percentile

14%

Faster asset growth than 73% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

7th percentile

-39%

Faster revenue growth than 7% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Assets

Up

$20,299,870

Up $6,048,712 (+42%) from 2024

Liabilities

Up

$9,002,871

Up $5,670,910 (+170%) from 2024

Net Assets

Up

$11,296,999

Up $377,802 (+3.5%) from 2024

Revenue

Down

$11,866,136

Down $2,988,141 (-20%) from 2024

Expenses

Down

$11,618,324

Down $3,043,094 (-21%) from 2024

Net Income

Up

$247,812

Up $54,953 (+28%) from 2024

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2011: $1,037,326Liabilities 2011: $357,508Net Assets 2011: $679,8182011Assets 2012: $1,063,649Liabilities 2012: $292,803Net Assets 2012: $770,8462012Assets 2013: $1,099,910Liabilities 2013: $275,722Net Assets 2013: $824,1882013Assets 2014: $1,045,755Liabilities 2014: $281,763Net Assets 2014: $763,9922014Assets 2015: $1,079,885Liabilities 2015: $257,862Net Assets 2015: $822,0232015Assets 2016: $1,072,852Liabilities 2016: $214,577Net Assets 2016: $858,2752016Assets 2017: $1,354,390Liabilities 2017: $188,490Net Assets 2017: $1,165,9002017Assets 2018: $1,596,008Liabilities 2018: $234,437Net Assets 2018: $1,361,5712018Assets 2019: $1,678,430Liabilities 2019: $138,183Net Assets 2019: $1,540,2472019Assets 2020: $3,794,348Liabilities 2020: $914,522Net Assets 2020: $2,879,8262020Assets 2021: $9,020,060Liabilities 2021: $4,570,588Net Assets 2021: $4,449,4722021Assets 2022: $12,011,297Liabilities 2022: $4,153,918Net Assets 2022: $7,857,3792022Assets 2023: $13,716,158Liabilities 2023: $3,136,160Net Assets 2023: $10,579,9982023Assets 2024: $14,251,158Liabilities 2024: $3,331,961Net Assets 2024: $10,919,1972024Assets 2025: $20,299,870Liabilities 2025: $9,002,871Net Assets 2025: $11,296,9992025

Highlighted filing

2025

Assets$20,299,870
Liabilities$9,002,871
Net Assets$11,296,999

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40M$30M$20M$10M$0-$10MRevenue 2011: $981,619Expenses 2011: $980,422Net Income 2011: $1,1972011Expenses 2012: $547,1212012Revenue 2013: $970,690Expenses 2013: $917,348Net Income 2013: $53,3422013Revenue 2014: $1,173,194Expenses 2014: $1,236,537Net Income 2014: -$63,3432014Revenue 2015: $1,766,208Expenses 2015: $1,701,779Net Income 2015: $64,4292015Revenue 2016: $1,869,024Expenses 2016: $1,854,050Net Income 2016: $14,9742016Revenue 2017: $2,329,078Expenses 2017: $2,034,434Net Income 2017: $294,6442017Revenue 2018: $2,411,195Expenses 2018: $2,219,578Net Income 2018: $191,6172018Revenue 2019: $2,511,131Expenses 2019: $2,340,865Net Income 2019: $170,2662019Revenue 2020: $6,855,603Expenses 2020: $5,832,843Net Income 2020: $1,022,7602020Revenue 2021: $13,086,858Expenses 2021: $12,919,756Net Income 2021: $167,1022021Revenue 2022: $30,279,026Expenses 2022: $26,835,032Net Income 2022: $3,443,9942022Revenue 2023: $18,614,132Expenses 2023: $15,939,524Net Income 2023: $2,674,6082023Revenue 2024: $14,854,277Expenses 2024: $14,661,418Net Income 2024: $192,8592024Revenue 2025: $11,866,136Expenses 2025: $11,618,324Net Income 2025: $247,8122025

Highlighted filing

2025

Revenue$11,866,136
Expenses$11,618,324
Net Income$247,812

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$20.3$9.00$11.3$11.9$11.6$0.25
2024Detailed filing. Detailed filing data is available for this year.$14.3$3.33$10.9$14.9$14.7$0.19
2023Detailed filing. Detailed filing data is available for this year.$13.7$3.14$10.6$18.6$15.9$2.67
2022Detailed filing. Detailed filing data is available for this year.$12.0$4.15$7.86$30.3$26.8$3.44
2021Detailed filing. Detailed filing data is available for this year.$9.02$4.57$4.45$13.1$12.9$0.17
2020Detailed filing. Detailed filing data is available for this year.$3.79$0.91$2.88$6.86$5.83$1.02
2019Detailed filing. Detailed filing data is available for this year.$1.68$0.14$1.54$2.51$2.34$0.17
2018Detailed filing. Detailed filing data is available for this year.$1.60$0.23$1.36$2.41$2.22$0.19
2017Detailed filing. Detailed filing data is available for this year.$1.35$0.19$1.17$2.33$2.03$0.29
2016Summary only. Only limited summary data is available for this year.$1.07$0.21$0.86$1.87$1.85$0.01
2015Summary only. Only limited summary data is available for this year.$1.08$0.26$0.82$1.77$1.70$0.06
2014Summary only. Only limited summary data is available for this year.$1.05$0.28$0.76$1.17$1.24$0.06
2013Summary only. Only limited summary data is available for this year.$1.10$0.28$0.82$0.97$0.92$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.06$0.29$0.77$0.55
2011Summary only. Only limited summary data is available for this year.$1.04$0.36$0.68$0.98$0.98$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Mar 11, 2026
Return Version
2024v5.5
Gross Receipts
$12,296,685
Mission and Program Overview

Mission

Lighthouse mi endeavors to build equitable communities and alleviate poverty in partnership with and in service to individuals, families, and organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,864,866$5,846,128▲ $981,262
Savings and Temporary Cash Investments$1,437,557$5,693,592▲ $4,256,035
Pledges and Grants Receivable$915,165$3,017,762▲ $2,102,597
Investments Other Securities$1,598,888$1,807,779▲ $208,891
Prepaid Expenses and Deferred Charges$92,412$119,083▲ $26,671
Accounts Receivable$1,489,561$118,993▼ $1,370,568
Inventories for Sale or Use$151,700$93,700▼ $58,000
Cash and Non-Interest-Bearing Accounts$74,157$48,154▼ $26,003
Total Assets$14,251,158$20,299,870▲ $6,048,712
Other Assets Total$3,626,852$3,554,679▼ $72,173
Liabilities
Other Liabilities$2,415,592$6,708,070▲ $4,292,478
Accounts Payable and Accrued Expenses$632,576$1,140,803▲ $508,227
Mortgage Notes Payable Secured by Investment Property$0$925,000▲ $925,000
Unsecured Notes Loans Payable$236,153$228,998▼ $7,155
Deferred Revenue$47,640$0▼ $47,640
Total Liabilities$3,331,961$9,002,871▲ $5,670,910
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$8,606,380$6,812,638▼ $1,793,742
Net Assets With Donor Restrictions$2,312,817$4,484,361▲ $2,171,544
Total Net Assets Fund Balance$10,919,197$11,296,999▲ $377,802
Total Liabilities and Net Assets / Fund Balance$14,251,158$20,299,870▲ $6,048,712

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$3,549,171$2,358,700$5,907,871
Other Land Buildings$1,548,043$122,163$1,670,206
Land$691,450-$691,450
Equipment$57,464$31,281$88,745
Other Assets Org$597,902--
Other Securities$1,807,779--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2025$13,962---$13,962
2024$13,962---$13,962
2023$13,962---$13,962
2022$13,456-▲ $506-$13,962
2021$10,950-▲ $2,506-$13,456
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Ryan HertzPresident & CEOFT$244,342$23,000$267,342
Jenny PomaCOOFT$151,178$15,333$166,511
Rita FieldsStrategic & HrFT$147,796$11,473$159,269
Todd BurkChief Real Estate and CommFT$127,972$16,230$144,202
Mary RiegleChief Philanthropy OfficerFT$120,439$12,984$133,423

Board Members and Trustees

NameTitle
Jonathan BurleighChairperson
Jackie BuchananPast Chair
Jacqui SpicerVice Chairperson
Bryan KielerBoard Member
Dennis BlenderBoard Member
Dr Chanel HamptonBoard Member
James CampbellBoard Member
Leesa SestaBoard Member
Patty CorkeryBoard Member
Scott StewartBoard Member
Sommer DawsonBoard Member
Torre BrownBoard Member
Harry MaiselEmeritus Board Member
Jim CiroliEmeritus Board Member
Richard LewnauEmeritus Board Member
Susan CooperEmeritus Board Member
Dr Bill SolomosonSecretary
Maurice EdwardsTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Financial One AccountingAccounting Services44744 HELM, Plymouth, MI 48170$407,213
Labor Staffing SolutionsEmployee Leasing7116 SOLUTION CENTER, Chicago, IL 60677$134,323
Revenue and Support

Revenue Composition

Contributions and Grants
$10,980,028
Program Service Revenue
$227,178
Investment Income
$675,715
Other Revenue
$-16,785
All Other Contributions
$6,035,615
Change in Net Assets
$247,812

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Food Inventory9$1,352,031Fair Market Value
Clothing and Household Goods-$73,940Fair Market Value
Total Noncash Contributions9$1,425,971-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,418,704
Salaries, Compensation, and Employee Benefits$5,199,620
Total Fundraising Expense$1,294,365
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,434,153$420,058$594,853$3,449,064
Fees for Services Management$703,416$90,434$197,372$991,222
Current Officers, Directors, Trustees, and Key Employees$623,725$116,737$149,941$890,403
Other Employee Benefits$334,568$112,303$66,873$513,744
Occupancy$199,980$286,761$20$486,761
Fees for Services Accounting$21,262$423,657-$444,919
Office Expenses$54,260$147,414$188,939$390,613
Insurance$174,455$140,820-$315,275
Payroll Taxes$198,441$66,610$39,664$304,715
Depreciation Depletion$65,593$117,306-$182,899
Information Technology$71,332$9,171$20,015$100,518
Other Expenses$26,102$39,922$9,296$75,320
All Other Expenses$74,567--$74,567
Fees for Services Legal$38,513$4,951$10,807$54,271
Pension Plan Contributions$27,153$9,114$5,427$41,694
Travel$22,866$11,310$5,292$39,468
Conferences and Meetings$15,516$7,675$3,591$26,782
Interest-$13,535-$13,535
Fees for Service Investment Mgmnt Fees-$2,191-$2,191
Total Functional Expenses$8,291,953$2,032,006$1,294,365$11,618,324
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$54,812
Fundraising Gross Income$5,289
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Rent Party$250,024$5,289$20,036$-14,747
Total Events$465,663$5,289$54,812$-49,523
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Related Party - Spero$4,692,869
Due to Related Party - Lighthouse of Oakland County$2,015,201
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The 990 is submitted to the finance committee and board for review prior to 990 filing.

Form 990, Part VI, Section B, Line 12C

The board assembles at least quarterly to review all financials, documents, policies, and conflicts, if any.

Form 990, Part VI, Section B, Line 15A

The compensation for the executive director is determined by the executive committee of the board of directors.

Form 990, Part VI, Section C, Line 19

Governing documents, conflict of interest policy, and financial statements are made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
South Oakland Shelter
EIN
38-2847849
Phone
2489206000
Address
46156 WOODWARD AVE, PONTIAC, MI 48342
Doing Business As
Lighthouse Mi

Signing Officer

Name
Ryan Hertz
Title
CEO
Phone
2489206000
Signed
2026-03-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ryan Hertz
Formed
1985
Legal Domicile
Mi
Voting Board Members
19
Independent Board Members
18
Employees
92
Volunteers
18,245

Preparer

Firm
Cohen & Co Advisory LLC
Address
OFFICES LISTED AT, WWWCOHENCOCOM, OH 44115
Preparer
Pargat Singh
Phone
8002291099
Supplemental Narrative

Additional Explanations

Part XII, Line 2C

No processes changed in the current year.

Financial Statement Notes

PART V, LINE 4:

The funds are maintained and administered for the purpose of providing support to the organization's objectives. Earnings are to be used to assist with funding programs on financial education, financial counseling, and home ownership.

PART X, LINE 2:

The organization is a michigan non-profit corporation exempt from federal income tax under section 501(c)(3) of the internal revenue code. The organization recognizes and discloses uncertain tax positions in accordance with gaap. As of and for the year ended june 30, 2025, the organization did not have a liability for unrecognized tax benefits.

Raw XML AppendixShowing 400 of 980 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ActivityOrMissionDesc0LIGHTHOUSE MI ENDEAVORS TO BUILD EQUITABLE COMMUNITIES AND ALLEVIATE POVERTY IN PARTNERSHIP WITH AND IN SERVICE TO INDIVIDUALS, FAMILIES, AND ORGANIZATIONS.
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2016230
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt2211473
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IRS990/Form990PartVIISectionAGrp/PersonNm1JONATHAN BURLEIGH
IRS990/Form990PartVIISectionAGrp/PersonNm2JACKIE BUCHANAN
IRS990/Form990PartVIISectionAGrp/PersonNm3JACQUI SPICER
IRS990/Form990PartVIISectionAGrp/PersonNm4DR BILL SOLOMOSON
IRS990/Form990PartVIISectionAGrp/PersonNm5MAURICE EDWARDS
IRS990/Form990PartVIISectionAGrp/PersonNm6DENNIS BLENDER
IRS990/Form990PartVIISectionAGrp/PersonNm7PATTY CORKERY
IRS990/Form990PartVIISectionAGrp/PersonNm8SOMMER DAWSON
IRS990/Form990PartVIISectionAGrp/PersonNm9DR CHANEL HAMPTON
IRS990/Form990PartVIISectionAGrp/PersonNm10BRYAN KIELER
IRS990/Form990PartVIISectionAGrp/PersonNm11JAMES CAMPBELL
IRS990/Form990PartVIISectionAGrp/PersonNm12SCOTT STEWART
IRS990/Form990PartVIISectionAGrp/PersonNm13TORRE BROWN
IRS990/Form990PartVIISectionAGrp/PersonNm14LEESA SESTA
IRS990/Form990PartVIISectionAGrp/PersonNm15JIM CIROLI
IRS990/Form990PartVIISectionAGrp/PersonNm16SUSAN COOPER
IRS990/Form990PartVIISectionAGrp/PersonNm17HARRY MAISEL
IRS990/Form990PartVIISectionAGrp/PersonNm18RICHARD LEWNAU
IRS990/Form990PartVIISectionAGrp/PersonNm19JENNY POMA
IRS990/Form990PartVIISectionAGrp/PersonNm20TODD BURK
IRS990/Form990PartVIISectionAGrp/PersonNm21MARY RIEGLE
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IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT & CEO
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IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER
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IRS990/Form990PartVIISectionAGrp/TitleTxt16EMERITUS BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17EMERITUS BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt18EMERITUS BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt19COO
IRS990/Form990PartVIISectionAGrp/TitleTxt20CHIEF REAL ESTATE AND COMM
IRS990/Form990PartVIISectionAGrp/TitleTxt21CHIEF PHILANTHROPY OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt22STRATEGIC & HR
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