Civic Intelligence

Sheltercare Foundation

990 • Fiscal year 2019 • EIN 37-1495367

Jul 01, 2018 to Jun 30, 2019 • Filed on Feb 28, 2020

Organization ProfileWWW.SHELTERCARE.ORG
499 W 4th AveEugene, OR 97401

(541) 686-1262

Siviq Scores

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

Liabilities / Assets

89th percentile

0.79x

Higher debt load relative to assets than 89% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

100th percentile

81.48x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

3rd percentile

-84%

Higher net margin than 3% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

41st percentile

0.4%

Faster asset growth than 41% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

14th percentile

-22%

Faster revenue growth than 14% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$3,968,935

Up $17,424 (+0.4%) from 2018

Net Assets

Up

$824,737

Up $14,247 (+1.8%) from 2018

Liabilities

Up

$3,144,198

Up $3,177 (+0.1%) from 2018

Revenue And Expenses
Liabilities / Revenue100th percentileNet Margin3rd percentile

Revenue

Down

$38,587

Down $10,692 (-22%) from 2018

Expenses

Up

$71,070

Up $902 (+1.3%) from 2018

Net Income

Down

-$32,483

Down $11,594 (-56%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth41st 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

2019

Assets$3,968,935
Liabilities$3,144,198
Net Assets$824,737
Open 2019 Filing

Operations Trend

Revenue Growth14th percentile

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

2019

Revenue$38,587
Expenses$71,070
Net Income-$32,483
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Feb 28, 2020
Return Version
2018v3.2
Gross Receipts
$38,587
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
Other Notes and Loans Receivable, Net$3,120,000$3,120,000→ $0
Investments Other Securities$814,636$809,013▼ $5,623
Accounts Receivable$15,600$39,648▲ $24,048
Cash and Non-Interest-Bearing Accounts$1,275$274▼ $1,001
Total Assets$3,951,511$3,968,935▲ $17,424
Liabilities
Other Liabilities$3,136,390$3,137,418▲ $1,028
Accounts Payable and Accrued Expenses$4,631$6,780▲ $2,149
Total Liabilities$3,141,021$3,144,198▲ $3,177
Net Assets / Fund Balance
Unrestricted Net Assets$810,490$824,737▲ $14,247
Total Net Assets Fund Balance$810,490$824,737▲ $14,247
Total Liabilities and Net Assets / Fund Balance$3,951,511$3,968,935▲ $17,424

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$17,418--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$798,247-▲ $57,001-$791,595
2017$760,133-▲ $76,259-$798,247
2016$680,511-▲ $90,753-$760,133
2015$686,372$18,000▼ $18,261-$680,511
2014$716,431-▲ $4,919$28,788$686,372
Compensation and Service Providers
Top Officer Pay36th percentile

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
$10
Program Service Revenue
$0
Investment Income
$38,577
Other Revenue
$0
All Other Contributions
$10
Change in Net Assets
$-32,483
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$63,882
Other Expenses$7,188
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$63,882--$63,882
Insurance-$1,409-$1,409
Fees for Services Accounting-$1,000-$1,000
Other Expenses-$581-$581
Office Expenses-$149-$149
Conferences and Meetings-$20-$20
Total Functional Expenses$63,882$7,188$0$71,070
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
SheltercareEugene, OR501c3Operations Support$63,882
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$17,418
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, Page 6, Part VI, Line 3

“Use of endowment funds are managed by sheltercare.”

Form 990, Page 6, Part VI, Line 8B

“No committees with authority to act on behalf of the governing body.”

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 potention 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
Kathleen Broadhurst
Title
Management Agent
Phone
5416861262
Signed
2020-02-28
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

Preparer

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

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/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-18261
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt06190
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0686372
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03120000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt117418
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LOAN FROM SHELTERCARE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ENDOWMENT PAYABLE
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0791595
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt117418
IRS990ScheduleD/OtherSecuritiesGrp/Desc0ENDOWMENT FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1ENDOWMENT FUNDS HELD FOR OTHERS
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IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.94920
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
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IRS990ScheduleD/TotalLiabilityAmt03137418
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IRS990ScheduleI/RecipientTable/CashGrantAmt063882
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/ExplanationTxt0USE OF ENDOWMENT FUNDS ARE MANAGED BY SHELTERCARE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DISTRIBUTES TO BOARD AND SOLICITS FEEDBACK PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DISCUSSED POTENTION CONFLICTS AT BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 8B
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
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SHELTERCARE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0237115003
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501C3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0SHELTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0499 W 4TH AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0EUGENE
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0true
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt063882
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH GRANT PROVIDED
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0SHELTERCARE
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0B
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0true
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IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt063882
IRS990/TotalFunctionalExpensesGrp/TotalAmt071070
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03141021
IRS990/TotalLiabilitiesEOYAmt03144198
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IRS990/TotalProgramServiceExpensesAmt063882
IRS990/TotalRevenueGrp/ExclusionAmt037146
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01431
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt038587
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03951511
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IRS990/TypeOfOrganizationTrustInd0X
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IRS990/WebsiteAddressTxt0WWW.SHELTERCARE.ORG
IRS990/WhistleblowerPolicyInd0false
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ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHLEEN BROADHURST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGEMENT AGENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05416861262
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-02-28
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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,968,935
Liabilities
$3,144,198
Net assets
$824,737
Revenue
$38,587
Expenses
$71,070
Net income
-$32,483
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