Civic Intelligence

Shelter Development Inc.

990 • Fiscal year 2023 • EIN 47-1538865

Jan 01, 2023 to Dec 31, 2023 • Filed on May 15, 2024

Organization ProfileWWW.SHELTERDEVELOPMENT.ORG
1009 4th St S Ste 200LA Crosse, WI 54601

(608) 385-8116

Siviq Scores

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

Liabilities / Assets

85th percentile

0.54x

Higher debt load relative to assets than 85% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

95th percentile

3.71x

Higher debt load relative to revenue than 95% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

18th percentile

-15%

Higher net margin than 18% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

80th percentile

26%

Faster asset growth than 80% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

5th percentile

-55%

Faster revenue growth than 5% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$1,233,973

Up $252,017 (+26%) from 2022

Net Assets

Down

$571,756

Down $27,646 (-4.6%) from 2022

Liabilities

Up

$662,217

Up $279,663 (+73%) from 2022

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin18th percentile

Revenue

Down

$178,416

Down $220,075 (-55%) from 2022

Expenses

Up

$206,062

Up $119,849 (+139%) from 2022

Net Income

Down

-$27,646

Down $339,924 (-109%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth80th percentile

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

$1.5M$1.0M$500K$0Assets 2015: $74,627Liabilities 2015: $02015Assets 2016: $351,779Liabilities 2016: $199,928Net Assets 2016: $151,8512016Assets 2017: $291,698Liabilities 2017: $141,285Net Assets 2017: $150,4132017Assets 2018: $315,547Liabilities 2018: $136,416Net Assets 2018: $179,1312018Assets 2019: $322,575Liabilities 2019: $132,113Net Assets 2019: $190,4622019Assets 2020: $386,239Liabilities 2020: $127,043Net Assets 2020: $259,1962020Assets 2021: $364,337Liabilities 2021: $77,212Net Assets 2021: $287,1252021Assets 2022: $981,956Liabilities 2022: $382,554Net Assets 2022: $599,4022022Assets 2023: $1,233,973Liabilities 2023: $662,217Net Assets 2023: $571,7562023Assets 2024: $1,257,132Liabilities 2024: $649,273Net Assets 2024: $607,8592024

Highlighted filing

2023

Assets$1,233,973
Liabilities$662,217
Net Assets$571,756
Open 2023 Filing

Operations Trend

Revenue Growth5th percentile

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

$400K$200K$0-$200KRevenue 2015: $74,644Expenses 2015: $17Net Income 2015: $74,6272015Revenue 2016: $75,292Expenses 2016: $8,645Net Income 2016: $66,6472016Revenue 2017: $41,883Expenses 2017: $40,062Net Income 2017: $1,8212017Revenue 2018: $34,855Expenses 2018: $36,850Net Income 2018: -$1,9952018Revenue 2019: $80,601Expenses 2019: $60,008Net Income 2019: $20,5932019Revenue 2020: $120,075Expenses 2020: $51,341Net Income 2020: $68,7342020Revenue 2021: $115,468Expenses 2021: $87,539Net Income 2021: $27,9292021Revenue 2022: $398,491Expenses 2022: $86,213Net Income 2022: $312,2782022Revenue 2023: $178,416Expenses 2023: $206,062Net Income 2023: -$27,6462023Revenue 2024: $259,703Expenses 2024: $224,182Net Income 2024: $35,5212024

Highlighted filing

2023

Revenue$178,416
Expenses$206,062
Net Income-$27,646
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 15, 2024
Return Version
2023v5.0
Gross Receipts
$178,416
Mission and Program Overview

Mission

The mission of francis homes (shelter development inc.) is to end family homelessness in the la crosse, wi area. Francis homes considers family individual nees to connect them to a fitting home and a case manager to provide them with a service plan for success.

Primary exempt purpose - the mission of francis homes (shelter development inc.) is to end family homelessness in the la crosse, wi area. Francis homes considers famliy individual needs to connect them to a fitting home and a case manager to provide them with a plan for success.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$613,797$978,797▲ $365,000
Cash and Non-Interest-Bearing Accounts$368,159$255,176▼ $112,983
Total Assets$981,956$1,233,973▲ $252,017
Liabilities
Mortgage Notes Payable Secured by Investment Property$380,538$657,373▲ $276,835
Accounts Payable and Accrued Expenses$2,016$4,844▲ $2,828
Total Liabilities$382,554$662,217▲ $279,663
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$408,099$514,581▲ $106,482
Net Assets With Donor Restrictions$191,303$57,175▼ $134,128
Total Net Assets Fund Balance$599,402$571,756▼ $27,646
Total Liabilities and Net Assets / Fund Balance$981,956$1,233,973▲ $252,017

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$975,347--
Equipment$3,450--
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Janet StansfieldPresident
Craig SaciaVice President
Benjamin HeinDirector
Haylee PagenkopfDirector
Isaac HoffmanDirector
Jessica KirchnerDirector
Kathy StuttgenDirector
Kelly OliverDirector
Linda SchwartzDirector
Rebecca NauglerDirector
Thomas SchlesingerDirector
Sheila RileySecretary
Audrey LucierTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$153,380
Program Service Revenue
$24,992
Investment Income
$44
Other Revenue
$0
All Other Contributions
$153,380
Change in Net Assets
$-27,646
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$138,890
Salaries, Compensation, and Employee Benefits$67,172
Total Fundraising Expense$2,186
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$58,363$2,031$2,031$62,425
Occupancy-$31,826-$31,826
Interest$12,752$6,503-$19,255
Other Expenses$10,262--$10,262
Fees for Services Legal-$5,272-$5,272
Insurance-$5,010-$5,010
Payroll Taxes$4,437$155$155$4,747
Office Expenses-$1,322-$1,322
Information Technology-$807-$807
Advertising-$575-$575
Fees for Services Other-$116-$116
Total Functional Expenses$150,259$53,617$2,186$206,062
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“Our form 990 is reviewed by officers and explained prior to irs submission. The president appointed director then signs the form 990 once it is accepted by the other officers.”

Governing documents etc available to public Part VI line 19

“Our form 990 is available to any director or officer upon request. Any member of the public with reason to view it is also given access to it.”

Filing and Contact Details

Filer

Filer Name
Shelter Development Inc
EIN
47-1538865
Address
1009 4TH ST S STE 200, LA CROSSE, WI 54601

Signing Officer

Name
Benjamin Hein
Title
Director
Phone
6083858116
Signed
2024-05-15
Discuss with paid preparer
Yes

Organization Details

Formed
2015
Legal Domicile
Wi
Voting Board Members
13
Independent Board Members
0
Employees
3

Preparer

Firm
Becker Tax & Bookkeeping LLC
Address
412 2ND AVE S, ONALASKA, WI 54650
Preparer
Annie Jepson
Phone
6087836183
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IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt062800
IRS990/ProgSrvcAccomActy3Grp/Desc0THE EXCHANGE SERVES AS THE LA CROSSE AREA CHARITABLE FURNITURE BANK PROGRAM WITHIN THE SHELTER DEVELOPMENT AGENCY. THE EXCHANGE RECEIVES ALMOST EXCLUSIVELY DONATED HOUSEHOLD GOODS FROM THE COMMUNITY AND WORKS WITH MORE THAN 30 LOCAL NONPROFIT PARTNERS TO DISTRIBUTE THESE NEEDED HOUSEHOLD ITEMS TO COMMUNITY MEMBERS EXPERIENCING HARDSHIPS SUCH AS HOMELESSNESS, DOMESTIC VIOLENCE AND AGING/ DISABILITY.
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IRS990ScheduleD/BuildingsGrp/BookValueAmt0975347
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0975347
IRS990ScheduleD/EquipmentGrp/BookValueAmt03450
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt03450
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OUR FORM 990 IS REVIEWED BY OFFICERS AND EXPLAINED PRIOR TO IRS SUBMISSION. THE PRESIDENT APPOINTED DIRECTOR THEN SIGNS THE FORM 990 ONCE IT IS ACCEPTED BY THE OTHER OFFICERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OUR FORM 990 IS AVAILABLE TO ANY DIRECTOR OR OFFICER UPON REQUEST. ANY MEMBER OF THE PUBLIC WITH REASON TO VIEW IT IS ALSO GIVEN ACCESS TO IT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing documents etc available to public Part VI line 19
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0BENJAMIN HEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHELTER DEVELOPMENT INC
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ReturnHeader/Filer/EIN0471538865
ReturnHeader/Filer/USAddress/AddressLine1Txt01009 4TH ST S STE 200
ReturnHeader/Filer/USAddress/CityNm0LA CROSSE
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BECKER TAX & BOOKKEEPING LLC

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,233,973
Liabilities
$662,217
Net assets
$571,756
Revenue
$178,416
Expenses
$206,062
Net income
-$27,646
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.26$0.65$0.61$0.26$0.22$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.23$0.66$0.57$0.18$0.21$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.98$0.38$0.60$0.40$0.09$0.31
2021Detailed filing. Detailed filing data is available for this year.$0.36$0.08$0.29$0.12$0.09$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.39$0.13$0.26$0.12$0.05$0.07
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.32$0.13$0.19$0.08$0.06$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.32$0.14$0.18$0.03$0.04$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.29$0.14$0.15$0.04$0.04$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.35$0.20$0.15$0.08$0.01$0.07
2015Summary only. Only limited summary data is available for this year.$0.07$0.00$0.07$0.00$0.07