Civic Intelligence

Sheltercare Foundation

990 • Fiscal year 2021 • EIN 37-1495367

Jul 01, 2020 to Jun 30, 2021 • Filed on Apr 19, 2022

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

38th percentile

0.02x

Higher debt load relative to assets than 38% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

82nd percentile

0.59x

Higher debt load relative to revenue than 82% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

42nd percentile

8.3%

Higher net margin than 42% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

79th percentile

32%

Faster asset growth than 79% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

77th percentile

51%

Faster revenue growth than 77% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$1,020,253

Up $248,342 (+32%) from 2020

Net Assets

Up

$995,180

Up $243,793 (+32%) from 2020

Liabilities

Up

$25,073

Up $4,549 (+22%) from 2020

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin42nd percentile

Revenue

Up

$42,391

Up $14,346 (+51%) from 2020

Expenses

Down

$38,890

Down $54,287 (-58%) from 2020

Net Income

Up

$3,501

Up $68,633 (+105%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth79th 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

2021

Assets$1,020,253
Liabilities$25,073
Net Assets$995,180
Open 2021 Filing

Operations Trend

Revenue Growth77th 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

2021

Revenue$42,391
Expenses$38,890
Net Income$3,501
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Apr 19, 2022
Return Version
2020v4.0
Gross Receipts
$42,391
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$771,028$1,020,172▲ $249,144
Prepaid Expenses and Deferred Charges$727--
Cash and Non-Interest-Bearing Accounts$156$81▼ $75
Total Assets$771,911$1,020,253▲ $248,342
Liabilities
Other Liabilities$17,328$23,734▲ $6,406
Accounts Payable and Accrued Expenses$3,196$1,339▼ $1,857
Total Liabilities$20,524$25,073▲ $4,549
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$751,387$995,180▲ $243,793
Total Net Assets Fund Balance$751,387$995,180▲ $243,793
Total Liabilities and Net Assets / Fund Balance$771,911$1,020,253▲ $248,342

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$23,734--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2020$753,700-▲ $286,406-$996,438
2019$791,595-▲ $184-$753,700
2018$798,247-▲ $57,001-$791,595
2017$760,133-▲ $76,259-$798,247
2016$680,511-▲ $90,753-$760,133
Compensation and Service Providers
Top Officer Pay39th 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
$0
Program Service Revenue
$0
Investment Income
$42,341
Other Revenue
$50
Change in Net Assets
$3,501
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$31,937
Other Expenses$6,953
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$31,937--$31,937
Fees for Services Accounting-$1,100-$1,100
Insurance-$727-$727
Other Expenses-$625-$625
Office Expenses-$150-$150
Conferences and Meetings-$20-$20
Total Functional Expenses$31,937$6,953$0$38,890
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
SheltercareEugene, OR501c3Operations Support$31,937
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
Endowment Payable$23,734
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 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
Michelle Hankes
Title
Management Agent
Phone
5416861262
Signed
2022-04-19
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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IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt123734
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IRS990ScheduleD/OtherSecuritiesGrp/Desc1ENDOWMENT FUNDS HELD FOR OTHERS
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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/TotalLiabilityAmt023734
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IRS990ScheduleI/RecipientTable/CashGrantAmt031937
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0OPERATIONS SUPPORT
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS ARE AWARDED TO SHELTERCARE WHICH IS THE ORGANIZATION'S SUPPORTED ORGANIZATION.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0USE OF ENDOWMENT FUNDS ARE MANAGED BY SHELTERCARE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DISTRIBUTES TO BOARD AND SOLICITS FEEDBACK PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DISCUSSED POTENTION CONFLICTS AT BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 3
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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
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IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt031937
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH GRANT PROVIDED
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHELLE HANKES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGEMENT AGENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05416861262
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-19
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 10086
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EUGENE
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097440

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,020,253
Liabilities
$25,073
Net assets
$995,180
Revenue
$42,391
Expenses
$38,890
Net income
$3,501
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