Civic Intelligence

Sheltercare Foundation

EIN 37-1495367 • 501(c)3 • Eugene, OR

Profile

To protect and invest the sheltercare endowment fund and its proceeds for the purpose of supporting the ongoing operations of sheltercare as set forth in sheltercare's mission and/or case statement.

499 W 4th AveEugene, OR 97401

www.sheltercare.org

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.00x

Higher debt load relative to assets than 42% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

86th percentile

0.46x

Higher debt load relative to revenue than 86% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

1st percentile

-386%

Higher net margin than 1% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

51st percentile

3.5%

Faster asset growth than 51% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Assets

Up

$954,966

Up $32,101 (+3.5%) from 2023

Liabilities

Down

$4,347

Down $19,373 (-82%) from 2023

Net Assets

Up

$950,619

Up $51,474 (+5.7%) from 2023

Revenue

Up

$9,445

Up $10,814 (+790%) from 2023

Expenses

Down

$45,929

Down $24,729 (-35%) from 2023

Net Income

Up

-$36,484

Up $35,543 (+49%) from 2023

Trend Graphs

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $664,087Liabilities 2011: $13,699Net Assets 2011: $650,3882011Assets 2012: $633,192Liabilities 2012: $11,621Net Assets 2012: $621,5712012Assets 2013: $648,769Liabilities 2013: $12,770Net Assets 2013: $635,9992013Assets 2014: $3,873,019Liabilities 2014: $3,134,738Net Assets 2014: $738,2812014Assets 2015: $3,897,868Liabilities 2015: $3,133,903Net Assets 2015: $763,9652015Assets 2016: $3,848,801Liabilities 2016: $3,133,677Net Assets 2016: $715,1242016Assets 2017: $3,911,988Liabilities 2017: $3,135,664Net Assets 2017: $776,3242017Assets 2018: $3,951,511Liabilities 2018: $3,141,021Net Assets 2018: $810,4902018Assets 2019: $3,968,935Liabilities 2019: $3,144,198Net Assets 2019: $824,7372019Assets 2020: $771,911Liabilities 2020: $20,524Net Assets 2020: $751,3872020Assets 2021: $1,020,253Liabilities 2021: $25,073Net Assets 2021: $995,1802021Assets 2022: $937,166Liabilities 2022: $22,848Net Assets 2022: $914,3182022Assets 2023: $922,865Liabilities 2023: $23,720Net Assets 2023: $899,1452023Assets 2024: $954,966Liabilities 2024: $4,347Net Assets 2024: $950,6192024

Highlighted filing

2024

Assets$954,966
Liabilities$4,347
Net Assets$950,619

Operations Trend

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

$100K$50K$0-$50K-$100KExpenses 2011: $8,0172011Expenses 2012: $37,7822012Expenses 2013: $49,2802013Revenue 2014: $48,023Expenses 2014: $19,399Net Income 2014: $28,6242014Revenue 2015: $34,609Expenses 2015: $8,824Net Income 2015: $25,7852015Revenue 2016: $41,647Expenses 2016: $59,553Net Income 2016: -$17,9062016Revenue 2017: $41,919Expenses 2017: $58,210Net Income 2017: -$16,2912017Revenue 2018: $49,279Expenses 2018: $70,168Net Income 2018: -$20,8892018Revenue 2019: $38,587Expenses 2019: $71,070Net Income 2019: -$32,4832019Revenue 2020: $28,045Expenses 2020: $93,177Net Income 2020: -$65,1322020Revenue 2021: $42,391Expenses 2021: $38,890Net Income 2021: $3,5012021Revenue 2022: $32,751Expenses 2022: $39,703Net Income 2022: -$6,9522022Revenue 2023: -$1,369Expenses 2023: $70,658Net Income 2023: -$72,0272023Revenue 2024: $9,445Expenses 2024: $45,929Net Income 2024: -$36,4842024

Highlighted filing

2024

Revenue$9,445
Expenses$45,929
Net Income-$36,484

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.01$0.05$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.92$0.02$0.90$0.00$0.07$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.94$0.02$0.91$0.03$0.04$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.02$0.03$1.00$0.04$0.04$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.77$0.02$0.75$0.03$0.09$0.07
2019Detailed filing. Detailed filing data is available for this year.$3.97$3.14$0.82$0.04$0.07$0.03
2018Detailed filing. Detailed filing data is available for this year.$3.95$3.14$0.81$0.05$0.07$0.02
2017Detailed filing. Detailed filing data is available for this year.$3.91$3.14$0.78$0.04$0.06$0.02
2016Detailed filing. Detailed filing data is available for this year.$3.85$3.13$0.72$0.04$0.06$0.02
2015Detailed filing. Detailed filing data is available for this year.$3.90$3.13$0.76$0.03$0.01$0.03
2014Detailed filing. Detailed filing data is available for this year.$3.87$3.13$0.74$0.05$0.02$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.01$0.64$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.63$0.01$0.62$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.66$0.01$0.65$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 6, 2025
Return Version
2023v6.0
Gross Receipts
$9,445
Mission and Program Overview

Mission

To protect and invest the sheltercare endowment fund and its proceeds for the purpose of supporting the ongoing operations of sheltercare as set forth in sheltercare's mission and/or case statement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$922,833$953,934▲ $31,101
Prepaid Expenses and Deferred Charges$32$918▲ $886
Cash and Non-Interest-Bearing Accounts-$114-
Total Assets$922,865$954,966▲ $32,101
Liabilities
Other Liabilities$23,720--
Accounts Payable and Accrued Expenses-$4,347-
Total Liabilities$23,720$4,347▼ $19,373
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$899,145$950,619▲ $51,474
Total Net Assets Fund Balance$899,145$950,619▲ $51,474
Total Liabilities and Net Assets / Fund Balance$922,865$954,966▲ $32,101

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$953,934--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$899,113-▲ $101,327-$953,934
2022$914,721-▲ $59,459-$899,113
2021$996,438$10,000▼ $48,040-$914,721
2020$753,700-▲ $286,406-$996,438
2019$791,595-▲ $184-$753,700
Compensation and Service Providers

Board Members and Trustees

NameTitle
Sandra ScheetzPresident
Chris PageDirector
George RussellDirector
Melinda GrierSecretary/tr
Jeff HoytVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$9,445
Other Revenue
$0
Change in Net Assets
$-36,484
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$37,133
Other Expenses$8,796
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$37,133--$37,133
Fees for Service Investment Mgmnt Fees-$4,584-$4,584
Other Expenses-$1,777-$1,777
Fees for Services Accounting-$1,400-$1,400
Insurance-$865-$865
Office Expenses-$150-$150
Conferences and Meetings-$20-$20
Total Functional Expenses$37,133$8,796$0$45,929
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
SheltercareEugene, OR501c3Operations Support$37,133
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
Annual disclosure for covered persons
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

Use of endowment funds are managed by sheltercare.

Form 990, Page 6, Part VI, Line 11B

Distributes to board and solicits feedback prior to filing.

Form 990, Page 6, Part VI, Line 12C

Discussed potential conflicts at board meetings.

Form 990, Page 6, Part VI, Line 19

UPON REQUEST.

Filing and Contact Details

Filer

Filer Name
Sheltercare Foundation
EIN
37-1495367
Phone
5416861262
Address
499 W 4TH AVE, EUGENE, OR 97401

Signing Officer

Name
Jeff Hoyt
Title
Vice President
Phone
5416861262
Signed
2025-05-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sandra Scheetz
Formed
2006
Legal Domicile
Or
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Jones & Roth Pc
Address
PO BOX 10086, EUGENE, OR 97440
Preparer
Kari Young
Phone
5416872320
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

Board members are volunteers.

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

Funds are held as general fund and one for each of the three types of services we provide: traumatic brain injury services, mental health services and serving families that are homeless or at risk of homelessness.

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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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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt08493
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0914721
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0899113
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt066574
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt059459
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt08189
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0996438
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt010000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0914721
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt035488
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-48040
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt08104
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0753700
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0996438
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt035564
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0286406
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt07079
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0791595
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0753700
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt031000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0184
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0true
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0953934
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ENDOWMENT FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.62200
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FUNDS ARE HELD AS GENERAL FUND AND ONE FOR EACH OF THE THREE TYPES OF SERVICES WE PROVIDE: TRAUMATIC BRAIN INJURY SERVICES, MENTAL HEALTH SERVICES AND SERVING FAMILIES THAT ARE HOMELESS OR AT RISK OF HOMELESSNESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.05260
IRS990ScheduleD/TotalBookValueSecuritiesAmt0953934
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt037133
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0OPERATIONS SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0SHELTERCARE
IRS990ScheduleI/RecipientTable/RecipientEIN0237115003
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0499 W 4TH AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0EUGENE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OR
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd097401
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS ARE AWARDED TO SHELTERCARE WHICH IS THE ORGANIZATION'S SUPPORTED ORGANIZATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD MEMBERS ARE VOLUNTEERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1USE OF ENDOWMENT FUNDS ARE MANAGED BY SHELTERCARE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DISTRIBUTES TO BOARD AND SOLICITS FEEDBACK PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DISCUSSED POTENTIAL CONFLICTS AT BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SHELTERCARE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0237115003
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SHELTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
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IRS990ScheduleR/PaidEmployeesSharingInd0true
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IRS990ScheduleR/PerformOfServicesForOthOrgInd0true
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IRS990ScheduleR/TransferFromOtherOrgInd0false
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0922865
IRS990/TotalAssetsEOYAmt0954966
IRS990/TotalAssetsGrp/BOYAmt0922865
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IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt08796
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt037133
IRS990/TotalFunctionalExpensesGrp/TotalAmt045929
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt023720
IRS990/TotalLiabilitiesEOYAmt04347
IRS990/TotalLiabilitiesGrp/BOYAmt023720
IRS990/TotalLiabilitiesGrp/EOYAmt04347
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0899145
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0950619
IRS990/TotalProgramServiceExpensesAmt037133
IRS990/TotalRevenueGrp/ExclusionAmt09445
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt09445
IRS990/TotalVolunteersCnt05
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0922865
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0954966
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0499 W 4TH AVE
IRS990/USAddress/CityNm0EUGENE
IRS990/USAddress/StateAbbreviationCd0OR
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IRS990/VotingMembersGoverningBodyCnt05
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IRS990/WebsiteAddressTxt0WWW.SHELTERCARE.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JEFF HOYT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05416861262
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHELTERCARE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SHEL
ReturnHeader/Filer/EIN0371495367
ReturnHeader/Filer/PhoneNum05416861262
ReturnHeader/Filer/USAddress/AddressLine1Txt0499 W 4TH AVE
ReturnHeader/Filer/USAddress/CityNm0EUGENE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930819646
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JONES & ROTH PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 10086
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EUGENE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097440
ReturnHeader/PreparerPersonGrp/PhoneNum05416872320
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KARI YOUNG
ReturnHeader/ReturnTs02025-05-12T19:27:45-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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