Civic Intelligence

Shelter Oregon

990PF • Fiscal year 2018 • EIN 46-2748858

Jan 01, 2018 to Dec 31, 2018 • Filed on May 10, 2019

Organization Profile
c/o J Prichard 2028 NE AlamedaPortland, OR 97212

(503) 228-2525

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

97th percentile

88%

Higher net margin than 97% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

82nd percentile

33%

Faster asset growth than 82% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

56th percentile

4.5%

Faster revenue growth than 56% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$394,915

Up $98,498 (+33%) from 2017

Net Assets

Up

$394,915

Up $98,498 (+33%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin97th percentile

Revenue

Up

$111,747

Up $4,816 (+4.5%) from 2017

Expenses

Up

$12,990

Up $3,780 (+41%) from 2017

Net Income

Up

$98,757

Up $1,036 (+1.1%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$1.5M$1.0M$500K$0Assets 2013: $0Liabilities 2013: $0Net Assets 2013: $02013Assets 2015: $149,353Liabilities 2015: $0Net Assets 2015: $149,3532015Assets 2016: $198,541Liabilities 2016: $0Net Assets 2016: $198,5412016Assets 2017: $296,417Liabilities 2017: $0Net Assets 2017: $296,4172017Assets 2018: $394,915Liabilities 2018: $0Net Assets 2018: $394,9152018Assets 2019: $490,702Liabilities 2019: $0Net Assets 2019: $490,7022019Assets 2020: $578,326Liabilities 2020: $0Net Assets 2020: $578,3262020Assets 2021: $662,662Liabilities 2021: $0Net Assets 2021: $662,6622021Assets 2022: $733,167Liabilities 2022: $3,162Net Assets 2022: $730,0052022Assets 2023: $914,534Liabilities 2023: $0Net Assets 2023: $914,5342023Assets 2024: $1,109,558Liabilities 2024: $0Net Assets 2024: $1,109,5582024

Highlighted filing

2018

Assets$394,915
Liabilities$0
Net Assets$394,915
Open 2018 Filing

Operations Trend

Revenue Growth56th percentile

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

$300K$200K$100K$0Revenue 2013: $0Expenses 2013: $0Net Income 2013: $02013Revenue 2015: $53,810Expenses 2015: $4,407Net Income 2015: $49,4032015Revenue 2016: $55,966Expenses 2016: $6,630Net Income 2016: $49,3362016Revenue 2017: $106,931Expenses 2017: $9,210Net Income 2017: $97,7212017Revenue 2018: $111,747Expenses 2018: $12,990Net Income 2018: $98,7572018Revenue 2019: $115,808Expenses 2019: $19,402Net Income 2019: $96,4062019Revenue 2020: $113,933Expenses 2020: $26,239Net Income 2020: $87,6942020Revenue 2021: $118,037Expenses 2021: $32,571Net Income 2021: $85,4662021Revenue 2022: $106,836Expenses 2022: $38,716Net Income 2022: $68,1202022Revenue 2023: $230,032Expenses 2023: $45,322Net Income 2023: $184,7102023Revenue 2024: $239,236Expenses 2024: $44,133Net Income 2024: $195,1032024

Highlighted filing

2018

Revenue$111,747
Expenses$12,990
Net Income$98,757
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 10, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James PrichardPresident-$0--
Anya D WattsSecretary-$0--
Bailey A HastyDirector-$0--
Filing and Contact Details

Filer

Filer Name
Shelter Oregon
EIN
46-2748858
Phone
5032282525
Address
c/o J Prichard 2028 NE Alameda, Portland, OR 97212

Signing Officer

Name
James C Prichard
Title
President
Signed
2019-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Gabriel J Markiz CPA Pc
Address
1755 York Avenue 22C, New York, NY 10128
Preparer
Gabriel J Markiz
Phone
5038053485
Raw XML Appendix360 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.

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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3MATTHEWS FDS ASIAN GRTH & INC FD
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14FIDELITY NEW MARKETS
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt0100000
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IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0James Prichard
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Anya D Watts
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Bailey A Hasty
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0President
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Secretary
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt12028 NE Alameda
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt22619 SE 14th Avenue
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Portland
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Portland
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Portland
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IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Portland
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0OR
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd097212
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0true
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0OR
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0James Prichard
IRS990PF/StatementsRegardingActyGrp/PhoneNum05032282525
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0James Prichard
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22250
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Further the mission of the Feral Cat Coalition
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Support the work of the Humane Society
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2Support the work of Rose Haven a shelter for women and children.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3Support the Women's Community House
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0FERAL CAT COALITION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Oregon Humane Society
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2Rose Haven
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3Portland Rescue Mission
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3none
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04522 SW Water Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11067 NE Columbia Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2627 NW 18th Ave
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO Box 3713
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Portland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Portland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Portland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Portland
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd097239
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd197211
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd297209
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd397208
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt08250
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/AppliedToCurrentYearAmt01668
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt08535
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt015005
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt010203
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt013337
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt08535
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0James Prichard and Anya Watts
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt02028 NE Alameda
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0Portland
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0OR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd097212
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0100000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Legal fees
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0320
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0320
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0196
OtherDecreasesSchedule/OtherDecreasesDetail/Amt1111
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Cost Basis Adjustments to Investments
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1Non-Dividend Distributions
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Secretary of State Registration fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
OtherIncreasesSchedule/OtherIncreasesDetail/Amt048
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0FOREIGN TAX
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02787
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02787
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0James Prichard and Anya Watts
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt02028 NE Alameda
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0Portland
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0OR
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd097212
TaxesSchedule/TaxesDetail/Amt0100
TaxesSchedule/TaxesDetail/Amt148
TaxesSchedule/TaxesDetail/Amt2180
TaxesSchedule/TaxesDetail/CategoryTxt0Federal Tax
TaxesSchedule/TaxesDetail/CategoryTxt1Foreign Tax
TaxesSchedule/TaxesDetail/CategoryTxt2Oregon Tax
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0100
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt148
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt2180
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0James C Prichard
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Shelter Oregon
ReturnHeader/Filer/BusinessNameControlTxt0SHEL
ReturnHeader/Filer/EIN0462748858
ReturnHeader/Filer/PhoneNum05032282525
ReturnHeader/Filer/USAddress/AddressLine1Txt0c/o J Prichard 2028 NE Alameda
ReturnHeader/Filer/USAddress/CityNm0Portland
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097212
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0611530797
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GABRIEL J MARKIZ CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01755 York Avenue 22C
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New York
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010128
ReturnHeader/PreparerPersonGrp/PhoneNum05038053485
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gabriel J Markiz
ReturnHeader/ReturnTs02019-05-10T09:51:06-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$394,915
Liabilities
$0
Net assets
$394,915
Revenue
$111,747
Expenses
$12,990
Net income
$98,757
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.11$0.00$1.11$0.24$0.04$0.20
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.00$0.91$0.23$0.05$0.18
2022Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$0.11$0.04$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.12$0.03$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.58$0.00$0.58$0.11$0.03$0.09
2019Detailed filing. Detailed filing data is available for this year.$0.49$0.00$0.49$0.12$0.02$0.10
2018Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.11$0.01$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$0.11$0.01$0.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.20$0.00$0.20$0.06$0.01$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.05$0.00$0.05
2013Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00