Civic Intelligence

Sheltercare Foundation

990 • Fiscal year 2014 • EIN 37-1495367

Jul 01, 2013 to Jun 30, 2014 • Filed on Feb 05, 2015

Organization ProfileWWW.SHELTERCARE.ORG
499 W 4th Avenue97401

(541) 686-1262

Siviq Scores

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

Liabilities / Assets

88th percentile

0.81x

Higher debt load relative to assets than 88% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

100th percentile

65.28x

Higher debt load relative to revenue than 100% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

94th percentile

60%

Higher net margin than 94% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Asset Growth

99th percentile

497%

Faster asset growth than 99% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$3,873,019

Up $3,224,250 (+497%) from 2013

Net Assets

Up

$738,281

Up $102,282 (+16%) from 2013

Liabilities

Up

$3,134,738

Up $3,121,968 (+24448%) from 2013

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin94th percentile

Revenue

$48,023

No earlier filing loaded for comparison.

Expenses

Down

$19,399

Down $29,881 (-61%) from 2013

Net Income

$28,624

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$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

2014

Assets$3,873,019
Liabilities$3,134,738
Net Assets$738,281
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$48,023
Expenses$19,399
Net Income$28,624
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Feb 5, 2015
Return Version
2013v4.0
Gross Receipts
$48,023
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.

To protect and invest the sheltercare endowment fund.

Balance Sheet Detail
LineBeginningEndChange
Assets
Other Notes and Loans Receivable, Net$0$3,120,000▲ $3,120,000
Investments Other Securities$646,416$730,859▲ $84,443
Accounts Receivable-$15,600-
Cash and Non-Interest-Bearing Accounts$2,353$4,358▲ $2,005
Prepaid Expenses and Deferred Charges$0$2,202▲ $2,202
Total Assets$648,769$3,873,019▲ $3,224,250
Liabilities
Other Liabilities$12,460$3,134,428▲ $3,121,968
Accounts Payable and Accrued Expenses$310$310→ $0
Total Liabilities$12,770$3,134,738▲ $3,121,968
Net Assets / Fund Balance
Unrestricted Net Assets$635,999$738,281▲ $102,282
Total Net Assets Fund Balance$635,999$738,281▲ $102,282
Total Liabilities and Net Assets / Fund Balance$648,769$3,873,019▲ $3,224,250

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$730,859--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$633,956-▲ $101,605$3,226$716,431
2012$595,452$20,700▲ $63,008-$633,956
2011$619,866$600▼ $19,860-$595,452
2010$533,386$700▲ $114,602-$619,866
2009$480,617$2,800▲ $53,533-$533,386
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Sandra ScheetzPresident
Jeff HoytVice President
Don LeslieDirector
Erin BonnerDirector
George RussellDirector
Melinda GrierDirector
Sue ArchbaldSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$48,023
Other Revenue
$0
Change in Net Assets
$28,624
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$12,000
Other Expenses$7,399
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$12,000--$12,000
Fees for Services Other-$4,063-$4,063
Fees for Service Investment Mgmnt Fees-$2,136-$2,136
Fees for Services Accounting-$1,200-$1,200
Total Functional Expenses$12,000$7,399$0$19,399
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
23-7115003--Support for Operations$12,000
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Loan From Sheltercare$3,120,000
Endowment Payable$14,428
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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, Part VI, Section A, Line 3

“Use of endowment funds are managed by sheltercare.”

Form 990, Part VI, Section A, Line 8B

“NOT APPLICABLE”

Form 990, Part VI, Section B, Line 11

“Distributes to board and solicits feedback prior to filing.”

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

“Discusses potential conflicts at board meetings.”

Form 990, Part VI, Section C, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

EIN
37-1495367
Phone
5416861262

Signing Officer

Name
Susan Ban
Title
Executive Director
Phone
5416861262
Signed
2015-02-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Ban
Formed
2006
Legal Domicile
Or
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Preparer
Kerry L Rasmusson
Phone
5416871170
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Ocf fees : program service expenses 0. Management and general expenses 3,904. Fundraising expenses 0. Total expenses 3,904. Miscellaneous : program service expenses 0. Management and general expenses 159. Fundraising expenses 0. Total expenses 159.”

Financial Statement Notes

Schedule D, Part V, Line 4

“Funds are held as a general fund and one for each of the three types of services we provide; traumatic brain injury, mental health and homeless families.”

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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/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.95500
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0FUNDS ARE HELD AS A GENERAL FUND AND ONE FOR EACH OF THE THREE TYPES OF SERVICES WE PROVIDE; TRAUMATIC BRAIN INJURY, MENTAL HEALTH AND HOMELESS FAMILIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PART V, LINE 4
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0730859
IRS990ScheduleD/TotalLiabilityAmt03134428
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt012000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT FOR OPERATIONS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10SHELTERCARE
IRS990ScheduleI/RecipientTable/RecipientEIN0237115003
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10499 W 4TH AVENUE
IRS990ScheduleI/RecipientTable/USAddress/City0EUGENE
IRS990ScheduleI/RecipientTable/USAddress/State0OR
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode097401
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0USE OF ENDOWMENT FUNDS ARE MANAGED BY SHELTERCARE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NOT APPLICABLE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DISTRIBUTES TO BOARD AND SOLICITS FEEDBACK PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DISCUSSES POTENTIAL CONFLICTS AT BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5OCF FEES : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,904. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,904. MISCELLANEOUS : PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 159. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 159.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10SHELTERCARE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0237115003
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0LOW INCOME HOUSING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine10499 W 4TH AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0EUGENE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode097401
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd01
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0648769
IRS990/TotalAssetsEOYAmt03873019
IRS990/TotalAssetsGrp/BOYAmt0648769
IRS990/TotalAssetsGrp/EOYAmt03873019
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07399
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt012000
IRS990/TotalFunctionalExpensesGrp/TotalAmt019399
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt012770
IRS990/TotalLiabilitiesEOYAmt03134738
IRS990/TotalLiabilitiesGrp/BOYAmt012770
IRS990/TotalLiabilitiesGrp/EOYAmt03134738
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0635999
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0738281
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt012000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt048023
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt048023
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0648769
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03873019
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0635999
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0738281
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10499 W 4TH AVENUE
IRS990/USAddress/City0EUGENE
IRS990/USAddress/State0OR
IRS990/USAddress/ZIPCode097401
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0WWW.SHELTERCARE.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN BAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05416861262
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-02-05
ReturnHeader/Filer/BusinessName/BusinessNameLine10SHELTERCARE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SHEL
ReturnHeader/Filer/EIN0371495367
ReturnHeader/Filer/PhoneNum05416861262
ReturnHeader/Filer/USAddress/AddressLine10499 W 4TH AVENUE
ReturnHeader/Filer/USAddress/City0EUGENE
ReturnHeader/Filer/USAddress/State0OR
ReturnHeader/Filer/USAddress/ZIPCode097401
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930396435
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10KERNUTT STOKES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101600 EXECUTIVE PARKWAY SUITE 110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0EUGENE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0974017116
ReturnHeader/PreparerPersonGrp/PhoneNum05416871170
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KERRY L RASMUSSON
ReturnHeader/ReturnTs02015-02-16T17:29:28-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

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
$3,873,019
Liabilities
$3,134,738
Net assets
$738,281
Revenue
$48,023
Expenses
$19,399
Net income
$28,624
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