Civic Intelligence

Shelter Insurance Foundation

990PF • Fiscal year 2022 • EIN 43-1224155

Jan 01, 2022 to Dec 31, 2022 • Filed on May 15, 2023

Organization Profile
1817 West BroadwayColumbia, MO 65218

(573) 214-4887

Siviq Scores

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

Liabilities / Assets

29th percentile

0.01x

Higher debt load relative to assets than 29% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Liabilities / Revenue

45th percentile

0.12x

Higher debt load relative to revenue than 45% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Net Margin

12th percentile

-47%

Higher net margin than 12% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Source year 2022

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2022 filings • $10M-$25M nonprofits • Source year 2022

Asset Growth

6th percentile

-20%

Faster asset growth than 6% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Revenue Growth

17th percentile

-35%

Faster revenue growth than 17% of similar nonprofits.

2022 filings • $10M-$25M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$14,307,306

Down $3,527,086 (-20%) from 2021

Net Assets

Down

$14,217,976

Down $3,519,281 (-20%) from 2021

Liabilities

Down

$89,331

Down $7,804 (-8.0%) from 2021

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin12th percentile

Revenue

Down

$771,995

Down $412,828 (-35%) from 2021

Expenses

Down

$1,132,407

Down $293,586 (-21%) from 2021

Net Income

Down

-$360,412

Down $119,242 (-49%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

$20M$15M$10M$5.0M$0Assets 2012: $12,701,387Liabilities 2012: $610,2752012Assets 2013: $13,460,761Liabilities 2013: $79,2672013Assets 2014: $13,564,309Liabilities 2014: $104,3732014Assets 2015: $12,406,190Liabilities 2015: $70,3142015Assets 2019: $17,665,861Liabilities 2019: $64,2272019Assets 2020: $17,038,448Liabilities 2020: $217,697Net Assets 2020: $16,820,7512020Assets 2021: $17,834,392Liabilities 2021: $97,135Net Assets 2021: $17,737,2572021Assets 2022: $14,307,306Liabilities 2022: $89,331Net Assets 2022: $14,217,9762022Assets 2023: $15,729,927Liabilities 2023: $137,440Net Assets 2023: $15,592,4862023Assets 2024: $16,733,700Liabilities 2024: $97,446Net Assets 2024: $16,636,2532024

Highlighted filing

2022

Assets$14,307,306
Liabilities$89,331
Net Assets$14,217,976
Open 2022 Filing

Operations Trend

Revenue Growth17th percentile

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

$4.0M$2.0M$0-$2.0MRevenue 2012: $446,973Expenses 2012: $800,614Net Income 2012: -$353,6412012Revenue 2013: $453,772Expenses 2013: $101,631Net Income 2013: $352,1412013Revenue 2014: $1,008,004Expenses 2014: $964,425Net Income 2014: $43,5792014Revenue 2015: $648,880Expenses 2015: $976,233Net Income 2015: -$327,3532015Revenue 2019: $801,143Expenses 2019: $1,576,971Net Income 2019: -$775,8282019Revenue 2020: $1,031,144Expenses 2020: $2,946,369Net Income 2020: -$1,915,2252020Revenue 2021: $1,184,823Expenses 2021: $1,425,993Net Income 2021: -$241,1702021Revenue 2022: $771,995Expenses 2022: $1,132,407Net Income 2022: -$360,4122022Revenue 2023: $978,420Expenses 2023: $1,083,330Net Income 2023: -$104,9102023Revenue 2024: $1,017,542Expenses 2024: $950,044Net Income 2024: $67,4982024

Highlighted filing

2022

Revenue$771,995
Expenses$1,132,407
Net Income-$360,412
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 15, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Randa RawlinsPresident & Director-$0--
Teresa K MagruderVice-President & Director-$0--
S Daniel ClappDirector-$0--
Christina M WorkmanTreasurer & Director-$0--
Marsha L CarterDirector-$0--
Frank L ThompsonDirector-$0--
Stacye L SmithDirector-$0--
Rockne P CorbinDirector-$0--
Brian D WallerDirector-$0--
Filing and Contact Details

Filer

Filer Name
Shelter Insurance Foundation
EIN
43-1224155
In Care Of
% CHRISTINA M WORKMAN
Phone
5732144887
Address
1817 West Broadway, Columbia, MO 65218

Signing Officer

Name
Christina Workman
Title
Treasurer
Phone
5732144574
Signed
2023-05-15
Raw XML Appendix339 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0TOTAL CORPORATE BONDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt05311225
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt05311225
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt08350031
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt08350031
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0TOTAL CORPORATE STOCKS
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0294259
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0164809
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0459068
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0459068
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0294259
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0164809
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01088985
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01125985
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0312927
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0294259
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0294259
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0294259
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-360412
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt02324011
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0164809
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0459068
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06422
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0294259
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt01088985
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt01132407
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0459068
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0771995
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt06422
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt02159202
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0164809
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0164809
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02324011
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0ISHARE SALES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02022-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0164809
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-360412
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt03158869
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt017376844
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt017737256
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt014217975
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0748389
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0748389
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0748389
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0754770
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt06381
IRS990PF/DistributableAmountGrp/TotalTaxAmt06381
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0619
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt07000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt06381
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt0619
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt06381
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt06381
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt07000
IRS990PF/FMVAssetsEOYAmt014307306
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt038000
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt075000
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0379773
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0644912
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0644912
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt06743341
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt05311225
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt05311225
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt010707478
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt08350031
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt08350031
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsBOYAmt032000
IRS990PF/Form990PFBalanceSheetsGrp/DonorRstrNetAssetsEOYAmt032000
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt017705256
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt014185976
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt03800
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01138
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt01138
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt059135
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt014331
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt017834392
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt014307306
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt014307306
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt097135
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt089331
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt017834391
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt014307307
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt017737256
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt014217976
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt015325275
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt094520
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt015230755
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0229879
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0754770
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt015095396
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt015325275
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt70
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Randa Rawlins
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Teresa K Magruder
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2S Daniel Clapp
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3Christina M Workman
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4Marsha L Carter
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5Frank L Thompson
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6Stacye L Smith
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm7Rockne P Corbin
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm8Brian D Waller
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President & Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Vice-President & Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Treasurer & Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt7Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01817 West Broadway
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11817 West Broadway
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21817 West Broadway
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31817 West Broadway
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt41817 West Broadway
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt51817 West Broadway
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt61817 West Broadway
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt71817 West Broadway
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt81817 West Broadway
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Columbia
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Columbia
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Columbia
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Columbia
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4Columbia
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5Columbia
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6Columbia
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm7Columbia
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm8Columbia
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3MO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4MO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5MO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6MO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd7MO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd8MO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd065218
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd165218
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd265218
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd365218
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd465218
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd565218
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd665218
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd765218
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd865218
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt01088985
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt01088985
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt00
IRS990PF/PFQualifyingDistributionsGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01817 W BROADWAY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0COLUMBIA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd065218
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0CHRISTINA M WORKMAN
IRS990PF/StatementsRegardingActyGrp/PhoneNum05732144574
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0A brief written description of the request
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Christina M Workman
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05732144574
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01817 West Broadway
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Columbia
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd065218
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0AR, AZ, CO, IL, IN, IA, KS, KY, LA, MO, MS, NE, NV, OH, OK, TN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt037000
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0Various Scholarships
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0Future Payments
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt0See details attached
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0Columbia
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd065218
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01088985
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Various charities
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Total Contributions
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0See details attached
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Columbia
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd065218
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt037000
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01088985
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0748389
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0748389
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0566899
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt02160095
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0721556
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0638775
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0540550
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0540550
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt04427921
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0340596
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0566899
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02160095
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0721556
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0638775
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02019
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02018
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01088985
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0340596
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt04968471
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt04627875
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt03800
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0OTHER ASSETS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01138
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01138
OtherDecreasesSchedule/OtherDecreasesDetail/Amt03158869
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0CHANGE IN UNREALIZED GAIN/LOSS
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt0277
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt158858
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0EXCISE TAX LIABILITY
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1DEFERRED TAX LIABILITY
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt114331
TaxesSchedule/TaxesDetail/Amt06422
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Christina Workman
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05732144574
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Shelter Insurance Foundation
ReturnHeader/Filer/BusinessNameControlTxt0SHEL
ReturnHeader/Filer/EIN0431224155
ReturnHeader/Filer/InCareOfNm0% CHRISTINA M WORKMAN
ReturnHeader/Filer/PhoneNum05732144887
ReturnHeader/Filer/USAddress/AddressLine1Txt01817 West Broadway
ReturnHeader/Filer/USAddress/CityNm0Columbia
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd065218
ReturnHeader/ReturnTs02023-04-10T11:31:14-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Christina
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Workman
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,307,306
Liabilities
$89,331
Net assets
$14,217,976
Revenue
$771,995
Expenses
$1,132,407
Net income
-$360,412
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$16.7$0.10$16.6$1.02$0.95$0.07
2023Detailed filing. Detailed filing data is available for this year.$15.7$0.14$15.6$0.98$1.08$0.10
2022Detailed filing. Detailed filing data is available for this year.$14.3$0.09$14.2$0.77$1.13$0.36
2021Detailed filing. Detailed filing data is available for this year.$17.8$0.10$17.7$1.18$1.43$0.24
2020Detailed filing. Detailed filing data is available for this year.$17.0$0.22$16.8$1.03$2.95$1.92
2019Summary only. Only limited summary data is available for this year.$17.7$0.06$0.80$1.58$0.78
2015Summary only. Only limited summary data is available for this year.$12.4$0.07$0.65$0.98$0.33
2014Summary only. Only limited summary data is available for this year.$13.6$0.10$1.01$0.96$0.04
2013Summary only. Only limited summary data is available for this year.$13.5$0.08$0.45$0.10$0.35
2012Summary only. Only limited summary data is available for this year.$12.7$0.61$0.45$0.80$0.35