Civic Intelligence

Shelter Eldercare Foundation Inc

990 • Fiscal year 2014 • EIN 31-1614971

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 28, 2015

Organization ProfileN/A
218 North Charles Street No 220Baltimore, MD 21201

(410) 962-0595

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

53rd percentile

0.22x

Higher debt load relative to assets than 53% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

92nd percentile

4.11x

Higher debt load relative to revenue than 92% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

84th percentile

29%

Higher net margin than 84% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

80th percentile

16%

Faster asset growth than 80% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

53rd percentile

4.8%

Faster revenue growth than 53% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets53rd percentile

Assets

Up

$5,136,210

Up $699,258 (+16%) from 2013

Net Assets

Up

$3,995,536

Up $678,801 (+20%) from 2013

Liabilities

Up

$1,140,674

Up $20,457 (+1.8%) from 2013

Revenue And Expenses
Liabilities / Revenue92nd percentileNet Margin84th percentile

Revenue

Up

$277,264

Up $12,646 (+4.8%) from 2013

Expenses

Up

$197,302

Up $14,272 (+7.8%) from 2013

Net Income

Down

$79,962

Down $1,626 (-2.0%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2010: $2,666,589Liabilities 2010: $4,288Net Assets 2010: $2,662,3012010Assets 2011: $2,710,395Liabilities 2011: $4,855Net Assets 2011: $2,705,5402011Assets 2012: $2,889,935Liabilities 2012: $3,128Net Assets 2012: $2,886,8072012Assets 2013: $4,436,952Liabilities 2013: $1,120,217Net Assets 2013: $3,316,7352013Assets 2014: $5,136,210Liabilities 2014: $1,140,674Net Assets 2014: $3,995,5362014Assets 2015: $5,125,645Liabilities 2015: $1,160,000Net Assets 2015: $3,965,6452015Assets 2016: $5,290,516Liabilities 2016: $1,180,315Net Assets 2016: $4,110,2012016Assets 2017: $4,586,407Liabilities 2017: $3,335Net Assets 2017: $4,583,0722017Assets 2018: $0Liabilities 2018: $0Net Assets 2018: $02018

Highlighted filing

2014

Assets$5,136,210
Liabilities$1,140,674
Net Assets$3,995,536
Open 2014 Filing

Operations Trend

Revenue Growth53rd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$800K$600K$400K$200K$0Expenses 2010: $118,8712010Expenses 2011: $149,7872011Expenses 2012: $166,7652012Revenue 2013: $264,618Expenses 2013: $183,030Net Income 2013: $81,5882013Revenue 2014: $277,264Expenses 2014: $197,302Net Income 2014: $79,9622014Revenue 2015: $282,846Expenses 2015: $182,910Net Income 2015: $99,9362015Revenue 2016: $265,689Expenses 2016: $206,833Net Income 2016: $58,8562016Revenue 2017: $794,918Expenses 2017: $534,549Net Income 2017: $260,3692017Revenue 2018: $154,671Expenses 2018: $86,565Net Income 2018: $68,1062018

Highlighted filing

2014

Revenue$277,264
Expenses$197,302
Net Income$79,962
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 28, 2015
Return Version
2014v5.0
Gross Receipts
$277,264
Mission and Program Overview

Mission

(see schedule o)the shelter eldercare foundation will focus its resources and efforts to improve the quality of life for senior citizens. The foundation will give consideration to supporting all aspects of the quality of life for seniors, including housing, transportation, health care, assistance with daily living and personal services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,055,305$2,096,422▲ $41,117
Other Notes and Loans Receivable, Net$1,345,265$1,974,279▲ $629,014
Investments Program Related$762,690$758,661▼ $4,029
Savings and Temporary Cash Investments$140,382$134,215▼ $6,167
Cash and Non-Interest-Bearing Accounts$16,594$61,483▲ $44,889
Prepaid Expenses and Deferred Charges$5,677$4,967▼ $710
Accounts Receivable$1,856--
Total Assets$4,436,952$5,136,210▲ $699,258
Other Assets Total$109,183$106,183▼ $3,000
Liabilities
Unsecured Notes Loans Payable$1,120,000$1,140,000▲ $20,000
Accounts Payable and Accrued Expenses$217$674▲ $457
Total Liabilities$1,120,217$1,140,674▲ $20,457
Net Assets / Fund Balance
Unrestricted Net Assets$3,316,735$3,995,536▲ $678,801
Total Net Assets Fund Balance$3,316,735$3,995,536▲ $678,801
Total Liabilities and Net Assets / Fund Balance$4,436,952$5,136,210▲ $699,258

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$769,638--
Compensation and Service Providers
Top Officer Pay19th percentile

Board Members and Trustees

NameTitle
Arnold I RichmanChairman and President
E Rebecca KincaidAssistant Secretary
John BaumSecretary
Mark CavanaughTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$192,404
Investment Income
$84,860
Other Revenue
$0
Change in Net Assets
$79,962
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$160,802
Grants and Similar Amounts Paid$36,500
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$36,500--$36,500
Interest-$20,000-$20,000
Fees for Services Management$12,000--$12,000
Insurance$8,160$2,581-$10,741
Fees for Service Investment Mgmnt Fees-$6,632-$6,632
Other Expenses$3,219$2,830-$6,049
Fees for Services Accounting$44$1,479-$1,523
Fees for Services Legal$99$929-$1,028
Total Functional Expenses$162,851$34,451$0$197,302
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
John Hopkins UniversityBaltimore, MD501(c)(3)General Assistance$25,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The foundation contracted with shelter properties, llc to manage the bus program for the elderly.”

Form 990, Part VI, Section B, Line 11

“The tax return will be reviewed by officers of the company and approved by the chairman.”

Form 990, Part VI, Section C, Line 19

“The foundation makes it governing documents and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Shelter Eldercare Foundation Inc
EIN
31-1614971
Phone
4109620595
Address
218 NORTH CHARLES STREET NO 220, BALTIMORE, MD 21201

Signing Officer

Name
Marilynn Duker
Title
Secretary
Phone
4109620595
Signed
2015-10-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Arnold Richman
Formed
1998
Legal Domicile
Md
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
Rsm US Llp
Address
9737 WASHINGTONIAN BLVD 400, GAITHERSBURG, MD 20878-7340
Preparer
William E Turco CPA
Phone
3012963600
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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/ActivityOrMissionDesc0(SEE SCHEDULE O)THE SHELTER ELDERCARE FOUNDATION WILL FOCUS ITS RESOURCES AND EFFORTS TO IMPROVE THE QUALITY OF LIFE FOR SENIOR CITIZENS. THE FOUNDATION WILL GIVE CONSIDERATION TO SUPPORTING ALL ASPECTS OF THE QUALITY OF LIFE FOR SENIORS, INCLUDING HOUSING, TRANSPORTATION, HEALTH CARE, ASSISTANCE WITH DAILY LIVING AND PERSONAL SERVICES.
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IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL ASSISTANCE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0JOHN HOPKINS UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientEIN0520595110
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt03400 N CHARLES STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0BALTIMORE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MD
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd021218
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FOUNDATION CONTRACTED WITH SHELTER PROPERTIES, LLC TO MANAGE THE BUS PROGRAM FOR THE ELDERLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TAX RETURN WILL BE REVIEWED BY OFFICERS OF THE COMPANY AND APPROVED BY THE CHAIRMAN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FOUNDATION MAKES IT GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MD
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04436952
IRS990/TotalAssetsEOYAmt05136210
IRS990/TotalAssetsGrp/BOYAmt04436952
IRS990/TotalAssetsGrp/EOYAmt05136210
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt034451
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0162851
IRS990/TotalFunctionalExpensesGrp/TotalAmt0197302
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01120217
IRS990/TotalLiabilitiesEOYAmt01140674
IRS990/TotalLiabilitiesGrp/BOYAmt01120217
IRS990/TotalLiabilitiesGrp/EOYAmt01140674
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03316735
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03995536
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0162851
IRS990/TotalProgramServiceRevenueAmt0192404
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt084860
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0192404
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0277264
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt03
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04436952
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05136210
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt03316735
IRS990/UnrestrictedNetAssetsGrp/EOYAmt03995536
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt01120000
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt01140000
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0218 NORTH CHARLES STREET NO 220
IRS990/USAddress/CityNm0BALTIMORE
IRS990/USAddress/StateAbbreviationCd0MD
IRS990/USAddress/ZIPCd021201
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARILYNN DUKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum04109620595
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHELTER ELDERCARE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SHEL
ReturnHeader/Filer/EIN0311614971
ReturnHeader/Filer/PhoneNum04109620595
ReturnHeader/Filer/USAddress/AddressLine1Txt0218 NORTH CHARLES STREET NO 220
ReturnHeader/Filer/USAddress/CityNm0BALTIMORE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MD
ReturnHeader/Filer/USAddress/ZIPCd021201
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09737 WASHINGTONIAN BLVD 400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GAITHERSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0208787340
ReturnHeader/PreparerPersonGrp/PhoneNum03012963600
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM E TURCO CPA
ReturnHeader/ReturnTs02015-10-28T16:21:42-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,136,210
Liabilities
$1,140,674
Net assets
$3,995,536
Revenue
$277,264
Expenses
$197,302
Net income
$79,962
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2018Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.15$0.09$0.07
2017Detailed filing. Detailed filing data is available for this year.$4.59$0.00$4.58$0.79$0.53$0.26
2016Detailed filing. Detailed filing data is available for this year.$5.29$1.18$4.11$0.27$0.21$0.06
2015Detailed filing. Detailed filing data is available for this year.$5.13$1.16$3.97$0.28$0.18$0.10
2014Detailed filing. Detailed filing data is available for this year.$5.14$1.14$4.00$0.28$0.20$0.08
2013Detailed filing. Detailed filing data is available for this year.$4.44$1.12$3.32$0.26$0.18$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.89$0.00$2.89$0.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.71$0.00$2.71$0.15
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.67$0.00$2.66$0.12