Civic Intelligence

Shelter Resources Inc.

990 • Fiscal year 2023 • EIN 58-2022068

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 11, 2024

Organization ProfileN/A
PO Box 3305New Orleans, LA 70177

(504) 945-9455

Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

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

Liabilities / Revenue

44th percentile

0.06x

Higher debt load relative to revenue than 44% of similar nonprofits.

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

Net Margin

2nd percentile

-251%

Higher net margin than 2% of similar nonprofits.

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

Top Officer Pay

62nd percentile

$87,691

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 256.0% of source-year revenue.

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

Asset Growth

82nd percentile

28%

Faster asset growth than 82% of similar nonprofits.

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

Revenue Growth

1st percentile

-87%

Faster revenue growth than 1% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$1,901,285

Up $414,019 (+28%) from 2022

Net Assets

Up

$1,899,262

Up $415,096 (+28%) from 2022

Liabilities

Down

$2,023

Down $1,077 (-35%) from 2022

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin2nd percentile

Revenue

Down

$34,255

Down $229,214 (-87%) from 2022

Expenses

Down

$120,243

Down $11,705 (-8.9%) from 2022

Net Income

Down

-$85,988

Down $217,509 (-165%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,268,612Liabilities 2011: $154,706Net Assets 2011: $2,113,9062011Assets 2012: $2,039,088Liabilities 2012: $49,859Net Assets 2012: $1,989,2292012Assets 2013: $1,993,795Liabilities 2013: $94,884Net Assets 2013: $1,898,9112013Assets 2014: $1,930,867Liabilities 2014: $28,543Net Assets 2014: $1,902,3242014Assets 2015: $1,873,926Liabilities 2015: $40,826Net Assets 2015: $1,833,1002015Assets 2016: $2,108,909Liabilities 2016: $49,118Net Assets 2016: $2,059,7912016Assets 2017: $2,050,399Liabilities 2017: $58,977Net Assets 2017: $1,991,4222017Assets 2018: $1,803,905Liabilities 2018: $61,062Net Assets 2018: $1,742,8432018Assets 2019: $1,442,798Liabilities 2019: $33,940Net Assets 2019: $1,408,8582019Assets 2020: $1,193,100Liabilities 2020: $239,956Net Assets 2020: $953,1442020Assets 2021: $1,555,233Liabilities 2021: $202,588Net Assets 2021: $1,352,6452021Assets 2022: $1,487,266Liabilities 2022: $3,100Net Assets 2022: $1,484,1662022Assets 2023: $1,901,285Liabilities 2023: $2,023Net Assets 2023: $1,899,2622023Assets 2024: $1,859,930Liabilities 2024: $4,999Net Assets 2024: $1,854,9312024

Highlighted filing

2023

Assets$1,901,285
Liabilities$2,023
Net Assets$1,899,262
Open 2023 Filing

Operations Trend

Revenue Growth1st percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $1,106,741Expenses 2011: $1,049,487Net Income 2011: $57,2542011Revenue 2012: $903,620Expenses 2012: $1,028,297Net Income 2012: -$124,6772012Revenue 2013: $971,617Expenses 2013: $1,061,935Net Income 2013: -$90,3182013Revenue 2014: $1,266,767Expenses 2014: $1,263,354Net Income 2014: $3,4132014Revenue 2015: $1,109,109Expenses 2015: $1,178,333Net Income 2015: -$69,2242015Revenue 2016: $1,409,379Expenses 2016: $1,182,688Net Income 2016: $226,6912016Revenue 2017: $1,092,475Expenses 2017: $1,160,844Net Income 2017: -$68,3692017Revenue 2018: $1,029,111Expenses 2018: $1,277,690Net Income 2018: -$248,5792018Revenue 2019: $696,118Expenses 2019: $1,030,103Net Income 2019: -$333,9852019Revenue 2020: $39,791Expenses 2020: $495,502Net Income 2020: -$455,7112020Revenue 2021: $665,364Expenses 2021: $263,756Net Income 2021: $401,6082021Revenue 2022: $263,469Expenses 2022: $131,948Net Income 2022: $131,5212022Revenue 2023: $34,255Expenses 2023: $120,243Net Income 2023: -$85,9882023Revenue 2024: $80,584Expenses 2024: $124,915Net Income 2024: -$44,3312024

Highlighted filing

2023

Revenue$34,255
Expenses$120,243
Net Income-$85,988
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 11, 2024
Return Version
2023v5.0
Gross Receipts
$34,255
Mission and Program Overview

Mission

Previously a community-based housing program for individuals living with hiv, shelter resources, inc. Shall provide affordable housing for seniors that is consistent with the principles of diversity, respect and dignity.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$733,178$398,514▼ $334,664
Accounts Receivable-$500-
Land, Buildings, and Equipment, Net$0--
Prepaid Expenses and Deferred Charges$0--
Total Assets$1,487,266$1,901,285▲ $414,019
Other Assets Total$754,088$1,502,271▲ $748,183
Liabilities
Accounts Payable and Accrued Expenses$3,100$2,023▼ $1,077
Unsecured Notes Loans Payable$0--
Total Liabilities$3,100$2,023▼ $1,077
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,484,166$1,899,262▲ $415,096
Net Assets With Donor Restrictions$0--
Total Net Assets Fund Balance$1,484,166$1,899,262▲ $415,096
Total Liabilities and Net Assets / Fund Balance$1,487,266$1,901,285▲ $414,019

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$1,500,000--
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
William BedwellExective DirectorFT$87,691$87,691

Board Members and Trustees

NameTitle
Katy CarawayPresident
Vicki WeeksVice President
Markalain Dery MdDirector
Stephanie MurraySecretary
MICHELE D'AQUINTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$33,754
Program Service Revenue
$0
Investment Income
$1
Other Revenue
$500
All Other Contributions
$33,754
Change in Net Assets
$-85,988
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$93,844
Other Expenses$26,399
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$69,291$17,323$0$86,614
Payroll Taxes$5,579$1,395$0$6,974
Fees for Services Accounting$5,409$1,213$0$6,622
All Other Expenses$3,661$1,214$0$4,875
Insurance$2,046$511$0$2,557
Office Expenses$0$1,238$0$1,238
Other Expenses$1,084$0$0$1,084
Other Employee Benefits$205$51$0$256
Conferences and Meetings$0$204$0$204
Information Technology$0$47$0$47
Total Functional Expenses$96,249$23,994$0$120,243
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
Annual disclosure for covered persons
Yes
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
Yes
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
No
Filing and Contact Details

Filer

Filer Name
Shelter Resources Inc
EIN
58-2022068
Phone
5049459455
Address
PO BOX 3305, NEW ORLEANS, LA 70177

Signing Officer

Name
William Bedwell
Title
Executive Director
Phone
5049459455
Signed
2024-03-11
Discuss with paid preparer
Yes

Organization Details

Formed
1992
Legal Domicile
La
Voting Board Members
5
Independent Board Members
5
Employees
1
Volunteers
25

Preparer

Firm
Carriere & Dunn Tax and Accounting Services
Address
2014 Saint Claude Avenue, New Orleans, LA 70116
Preparer
Leo D Dunn Jr
Phone
5049493095
Supplemental Narrative

Additional Explanations

Pt VI, Line 8B

“Committees can not act on behalf of the governing body with out approval from all board of directors.”

Pt VI, Line 11B

“Form 990 apporved by management before forwarding to board of directors for their approval.”

Pt VI, Line 15A

“The board of directors approves the salary of the executive director upon adoption of the annual budget.”

Raw XML Appendix389 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt03100
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt02023
IRS990/AccountsReceivableGrp/EOYAmt0500
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PREVIOUSLY A COMMUNITY-BASED HOUSING PROGRAM FOR INDIVIDUALS LIVING WITH HIV, SHELTER RESOURCES, INC. SHALL PROVIDE AFFORDABLE HOUSING FOR SENIORS THAT IS CONSISTENT WITH THE PRINCIPLES OF DIVERSITY, RESPECT AND DIGNITY.
IRS990/AllOtherContributionsAmt033754
IRS990/AllOtherExpensesGrp/FundraisingAmt00
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt01214
IRS990/AllOtherExpensesGrp/ProgramServicesAmt03661
IRS990/AllOtherExpensesGrp/TotalAmt04875
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/PersonNm0WILLIAM BEDWELL
IRS990/BooksInCareOfDetail/PhoneNum05049459455
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 3305
IRS990/BooksInCareOfDetail/USAddress/CityNm0NEW ORLEANS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0LA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd070177
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0733178
IRS990/CashNonInterestBearingGrp/EOYAmt0398514
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt017323
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt069291
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt086614
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/FundraisingAmt00
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0204
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt00
IRS990/ConferencesMeetingsGrp/TotalAmt0204
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt033754
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01
IRS990/CYOtherExpensesAmt026399
IRS990/CYOtherRevenueAmt0500
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-85988
IRS990/CYSalariesCompEmpBnftPaidAmt093844
IRS990/CYTotalExpensesAmt0120243
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt034255
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0CREATION OF AFFORDABLE LIVING OPPORTUNITIES TO SENIOR POPULATIONS AND/OR OTHER INDIVIDUALS FROM UNDERSERVED COMMUNITIES.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonatedServicesAndUseFcltsAmt0501084
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt00
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt01
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt096249
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/FundraisingAmt00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01213
IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt05409
IRS990/FeesForServicesAccountingGrp/TotalAmt06622
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/KeyEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0WILLIAM BEDWELL
IRS990/Form990PartVIISectionAGrp/PersonNm1MARKALAIN DERY MD
IRS990/Form990PartVIISectionAGrp/PersonNm2KATY CARAWAY
IRS990/Form990PartVIISectionAGrp/PersonNm3VICKI WEEKS
IRS990/Form990PartVIISectionAGrp/PersonNm4STEPHANIE MURRAY
IRS990/Form990PartVIISectionAGrp/PersonNm5MICHELE D'AQUIN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt087691
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECTIVE DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01992
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt05
IRS990/GrantAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt034255
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt05
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt00
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt047
IRS990/InformationTechnologyGrp/ProgramServicesAmt00
IRS990/InformationTechnologyGrp/TotalAmt047
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt0511
IRS990/InsuranceGrp/ProgramServicesAmt02046
IRS990/InsuranceGrp/TotalAmt02557
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt00
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LegalDomicileStateCd0LA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PREVIOUSLY A COMMUNITY-BASED HOUSING PROGRAM FOR INDIVIDUALS LIVING WITH HIV, SHELTER RESOURCES, INC. SHALL PROVIDE AFFORDABLE HOUSING FOR SENIORS THAT IS CONSISTENT WITH THE PRINCIPLES OF DIVERSITY, RESPECT AND DIGNITY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01484166
IRS990/NetAssetsOrFundBalancesEOYAmt01899262
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01484166
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01899262
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt01238
IRS990/OfficeExpensesGrp/ProgramServicesAmt00
IRS990/OfficeExpensesGrp/TotalAmt01238
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0754088
IRS990/OtherAssetsTotalGrp/EOYAmt01502271
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt051
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0205
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0256
IRS990/OtherExpensesGrp/Desc0SOFTWARE
IRS990/OtherExpensesGrp/Desc1CONTRACT SERVICES
IRS990/OtherExpensesGrp/Desc2CHARITY CONTRIBUTIONS
IRS990/OtherExpensesGrp/Desc3IN KIND
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0500
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt10
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2298
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt30
IRS990/OtherExpensesGrp/ProgramServicesAmt01999
IRS990/OtherExpensesGrp/ProgramServicesAmt16975
IRS990/OtherExpensesGrp/ProgramServicesAmt20
IRS990/OtherExpensesGrp/ProgramServicesAmt31084
IRS990/OtherExpensesGrp/TotalAmt02499
IRS990/OtherExpensesGrp/TotalAmt16975
IRS990/OtherExpensesGrp/TotalAmt2298
IRS990/OtherExpensesGrp/TotalAmt31084
IRS990/OtherRevenueMiscGrp/BusinessCd0999999
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0500
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0500
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueTotalAmt0500
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01395
IRS990/PayrollTaxesGrp/ProgramServicesAmt05579
IRS990/PayrollTaxesGrp/TotalAmt06974
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0WILLIAM BEDWELL
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt078390
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0178586
IRS990/PYOtherExpensesAmt036488
IRS990/PYOtherRevenueAmt06493
IRS990/PYRevenuesLessExpensesAmt0131521
IRS990/PYSalariesCompEmpBnftPaidAmt095460
IRS990/PYTotalExpensesAmt0131948
IRS990/PYTotalRevenueAmt0263469
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-85988
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0Other Income Part II, Line 10
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Pt II Ln 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt033724
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt092
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt07141
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt07313
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0637811
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0686081
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt01534
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0396
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt09919
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt011850
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0500
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt04963
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt00
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt047743
IRS990ScheduleA/OtherIncome170Grp/TotalAmt053206
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.91340
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.93800
IRS990ScheduleA/PublicSupportTotal170Amt0686081
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt033724
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt092
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt07141
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt07313
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0637811
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0686081
IRS990ScheduleA/TotalSupportAmt0751137
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt02271
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt11500000
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0FOUNDATION SEARCH
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1INVESTMENT IN PARTNERSHIP
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01502271
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COMMITTEES CAN NOT ACT ON BEHALF OF THE GOVERNING BODY WITH OUT APPROVAL FROM ALL BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 APPORVED BY MANAGEMENT BEFORE FORWARDING TO BOARD OF DIRECTORS FOR THEIR APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS APPROVES THE SALARY OF THE EXECUTIVE DIRECTOR UPON ADOPTION OF THE ANNUAL BUDGET.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 15a
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0LA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt01487266
IRS990/TotalAssetsEOYAmt01901285
IRS990/TotalAssetsGrp/BOYAmt01487266
IRS990/TotalAssetsGrp/EOYAmt01901285
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt033754
IRS990/TotalEmployeeCnt01
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt023994
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt096249
IRS990/TotalFunctionalExpensesGrp/TotalAmt0120243
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03100
IRS990/TotalLiabilitiesEOYAmt02023
IRS990/TotalLiabilitiesGrp/BOYAmt03100
IRS990/TotalLiabilitiesGrp/EOYAmt02023
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01484166
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01899262
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt096249
IRS990/TotalReportableCompFromOrgAmt087691
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0501
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt034255
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt025
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01487266
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01901285
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 3305
IRS990/USAddress/CityNm0NEW ORLEANS
IRS990/USAddress/StateAbbreviationCd0LA
IRS990/USAddress/ZIPCd070177
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM BEDWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05049459455
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHELTER RESOURCES INC
ReturnHeader/Filer/BusinessNameControlTxt0SHEL
ReturnHeader/Filer/EIN0582022068
ReturnHeader/Filer/PhoneNum05049459455
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3305
ReturnHeader/Filer/USAddress/CityNm0NEW ORLEANS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0LA
ReturnHeader/Filer/USAddress/ZIPCd070177
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0721369033
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Carriere & Dunn Tax and Accounting Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02014 Saint Claude Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0New Orleans
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd070116
ReturnHeader/PreparerPersonGrp/PhoneNum05049493095
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LEO D DUNN JR
ReturnHeader/ReturnTs02024-04-03T13:13:37-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BEDWELL
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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
$1,901,285
Liabilities
$2,023
Net assets
$1,899,262
Revenue
$34,255
Expenses
$120,243
Net income
-$85,988
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.86$0.00$1.85$0.08$0.12$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.03$0.12$0.09
2022Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.48$0.26$0.13$0.13
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.56$0.20$1.35$0.67$0.26$0.40
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.24$0.95$0.04$0.50$0.46
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.44$0.03$1.41$0.70$1.03$0.33
2018Summary only. Only limited summary data is available for this year.$1.80$0.06$1.74$1.03$1.28$0.25
2017Summary only. Only limited summary data is available for this year.$2.05$0.06$1.99$1.09$1.16$0.07
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.11$0.05$2.06$1.41$1.18$0.23
2015Summary only. Only limited summary data is available for this year.$1.87$0.04$1.83$1.11$1.18$0.07
2014Summary only. Only limited summary data is available for this year.$1.93$0.03$1.90$1.27$1.26$0.00
2013Summary only. Only limited summary data is available for this year.$1.99$0.09$1.90$0.97$1.06$0.09
2012Summary only. Only limited summary data is available for this year.$2.04$0.05$1.99$0.90$1.03$0.12
2011Summary only. Only limited summary data is available for this year.$2.27$0.15$2.11$1.11$1.05$0.06