Civic Intelligence

Shelter Inc.

990 • Fiscal year 2019 • EIN 68-0117241

Jul 01, 2018 to Jun 30, 2019 • Filed on May 26, 2020

Organization Profilewww.shelterinc.org

View Organization Page

1333 Willow Pass Road 206Concord, CA 94520

(925) 957-7595

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.49x

Higher debt load relative to assets than 72% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Liabilities / Revenue

58th percentile

0.31x

Higher debt load relative to revenue than 58% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Net Margin

38th percentile

0.4%

Higher net margin than 38% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Top Officer Pay

65th percentile

$226,464

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2019

Asset Growth

41st percentile

1.5%

Faster asset growth than 41% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Revenue Growth

61st percentile

7.6%

Faster revenue growth than 61% of similar nonprofits.

2019 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$7,095,348

Up $102,285 (+1.5%) from 2018

Net Assets

Up

$3,645,047

Up $44,041 (+1.2%) from 2018

Liabilities

Up

$3,450,301

Up $58,244 (+1.7%) from 2018

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin38th percentile

Revenue

Up

$11,227,076

Up $793,091 (+7.6%) from 2018

Expenses

Up

$11,182,794

Up $616,087 (+5.8%) from 2018

Net Income

Up

$44,282

Up $177,004 (+133%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $6,096,767Liabilities 2011: $3,153,534Net Assets 2011: $2,943,2332011Assets 2012: $6,442,577Liabilities 2012: $3,444,264Net Assets 2012: $2,998,3132012Assets 2013: $6,470,381Liabilities 2013: $3,279,970Net Assets 2013: $3,190,4112013Assets 2014: $5,826,640Liabilities 2014: $2,367,549Net Assets 2014: $3,459,0912014Assets 2015: $7,461,714Liabilities 2015: $3,971,486Net Assets 2015: $3,490,2282015Assets 2016: $7,490,763Liabilities 2016: $4,184,159Net Assets 2016: $3,306,6042016Assets 2017: $7,291,442Liabilities 2017: $3,557,668Net Assets 2017: $3,733,7742017Assets 2018: $6,993,063Liabilities 2018: $3,392,057Net Assets 2018: $3,601,0062018Assets 2019: $7,095,348Liabilities 2019: $3,450,301Net Assets 2019: $3,645,0472019Assets 2020: $8,370,653Liabilities 2020: $4,183,452Net Assets 2020: $4,187,2012020Assets 2021: $14,444,332Liabilities 2021: $8,128,079Net Assets 2021: $6,316,2532021Assets 2022: $19,038,802Liabilities 2022: $8,251,996Net Assets 2022: $10,786,8062022Assets 2023: $14,879,851Liabilities 2023: $8,131,483Net Assets 2023: $6,748,3682023Assets 2024: $13,318,139Liabilities 2024: $8,075,025Net Assets 2024: $5,243,1142024

Highlighted filing

2019

Assets$7,095,348
Liabilities$3,450,301
Net Assets$3,645,047
Open 2019 Filing

Operations Trend

Revenue Growth61st percentile

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

$30M$20M$10M$0-$10MRevenue 2011: $8,189,676Expenses 2011: $8,267,632Net Income 2011: -$77,9562011Revenue 2012: $7,942,311Expenses 2012: $7,872,127Net Income 2012: $70,1842012Revenue 2013: $7,977,903Expenses 2013: $7,841,625Net Income 2013: $136,2782013Revenue 2014: $8,757,554Expenses 2014: $8,562,345Net Income 2014: $195,2092014Revenue 2015: $9,959,902Expenses 2015: $9,928,765Net Income 2015: $31,1372015Revenue 2016: $11,597,079Expenses 2016: $11,718,835Net Income 2016: -$121,7562016Revenue 2017: $11,160,484Expenses 2017: $10,736,044Net Income 2017: $424,4402017Revenue 2018: $10,433,985Expenses 2018: $10,566,707Net Income 2018: -$132,7222018Revenue 2019: $11,227,076Expenses 2019: $11,182,794Net Income 2019: $44,2822019Revenue 2020: $14,368,719Expenses 2020: $13,745,746Net Income 2020: $622,9732020Revenue 2021: $21,530,611Expenses 2021: $19,403,037Net Income 2021: $2,127,5742021Revenue 2022: $23,710,873Expenses 2022: $18,738,448Net Income 2022: $4,972,4252022Revenue 2023: $20,113,674Expenses 2023: $21,944,892Net Income 2023: -$1,831,2182023Revenue 2024: $22,327,546Expenses 2024: $24,510,264Net Income 2024: -$2,182,7182024

Highlighted filing

2019

Revenue$11,227,076
Expenses$11,182,794
Net Income$44,282
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
May 26, 2020
Return Version
2018v3.1
Gross Receipts
$11,308,579
Mission and Program Overview

Mission

The mission of SHELTER, Inc. is to prevent and end homelessness for low-income, homeless, and disadvantaged families and individuals by providing housing, services, support, and resources that lead to self-sufficiency.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$4,010,100$4,007,366▼ $2,734
Accounts Receivable$1,625,332$1,715,841▲ $90,509
Cash and Non-Interest-Bearing Accounts$617,179$424,684▼ $192,495
Prepaid Expenses and Deferred Charges$97,038$159,088▲ $62,050
Inventories for Sale or Use$73,926$91,782▲ $17,856
Investments in Publicly Traded Securities$57,747$60,382▲ $2,635
Savings and Temporary Cash Investments$2,716$0▼ $2,716
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Total Assets$6,993,063$7,095,348▲ $102,285
Other Assets Total$509,025$636,205▲ $127,180
Liabilities
Mortgage Notes Payable Secured by Investment Property$2,391,317$2,318,219▼ $73,098
Accounts Payable and Accrued Expenses$573,260$675,940▲ $102,680
Other Liabilities$353,086$433,242▲ $80,156
Deferred Revenue$74,394$22,900▼ $51,494
Total Liabilities$3,392,057$3,450,301▲ $58,244
Net Assets / Fund Balance
Unrestricted Net Assets$3,029,162$3,273,207▲ $244,045
Temporarily Rstr Net Assets$526,215$326,211▼ $200,004
Permanently Rstr Net Assets$45,629$45,629→ $0
Total Net Assets Fund Balance$3,601,006$3,645,047▲ $44,041
Total Liabilities and Net Assets / Fund Balance$6,993,063$7,095,348▲ $102,285

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,221,574$253,648$2,475,222
Leasehold Improvements$736,873$590,962$1,327,835
Land$953,060-$953,060
Equipment$76,955$398,464$475,419
Other Land Buildings$18,904$83,819$102,723
Other Assets Org$133,708--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$57,747-▼ $89-$57,658
2018$57,907-▼ $160-$57,747
2017$150,197-▲ $2,730$95,020$57,907
2016$143,473-▲ $7,808-$150,197
2015$305,655-▲ $2,818$165,000$143,473
Compensation and Service Providers
Top Officer Pay65th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
John EckstromCEOFT$217,297$9,167$226,464
Leslie GleasonDirector of ProgramsFT$121,493$7,652$129,145
Karri EggersCOOFT$112,079$1,750$113,829

Board Members and Trustees

NameTitle
Joe CannizzoChair
Mary StauntonVice Chair
Audrey Smith JDDirector
Bill StolteDirector
Breanna FordDirector
David MechlerDirector
David WaalDirector
Deborah Levy JD MPH MSWDirector
Jennifer OrtegaDirector
Joe RodriguezDirector
Julie NewardDirector
Lupe RiosDirector
Mitch RandallDirector
Paul DeChantSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
California Choice Benefit AdministratorsMedical Benefits721 South Parker Suite 20, Orange, CA 92868$384,713
Plic-Sbd Grand IslandEmployee BenefitsP O Box 10372, Des Moines, IA 50306-0372$183,510
Shayesteh AzimiInsurance ServicesP O Box 844501, Los Angeles, CA 90084-4501$142,369
Professional Property ManagementLandlord4516 Bighorn Ct, Antioch, CA 94509$141,853
-Landlord5054 El Portal Drive Ste C, El Sobrante, CA 94803$120,198
Revenue and Support

Revenue Composition

Contributions and Grants
$10,407,970
Program Service Revenue
$757,631
Investment Income
$4,016
Other Revenue
$57,459
All Other Contributions
$2,644,974
Change in Net Assets
$44,282

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
Yes

Noncash Contributions

Contribution TypeReported AmountValuation Method
Clothing and Household Goods$365,215Fair Market Value (FMV)
Total Noncash Contributions$365,215-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,450,424
Salaries, Compensation, and Employee Benefits$4,732,370
Total Fundraising Expense$540,305
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,335,749$695,696$347,781$3,379,226
Current Officers, Directors, Trustees, and Key Employees$460,635$65,510$23,549$549,694
Other Employee Benefits$327,305$94,037$40,717$462,059
Payroll Taxes$243,335$63,998$34,058$341,391
All Other Expenses$122,447$136,844$33,666$292,957
Other Expenses$221,331$133,205$642$221,973
Fees for Services Other$60,567$86,042$15,333$161,942
Depreciation Depletion$73,335$82,229-$155,564
Interest$19,487$84,050-$103,537
Travel$35,241$55,040$11,763$102,044
Insurance$32,892$51,370$10,979$95,241
Office Expenses$29,633$46,281$9,891$85,805
Fees for Services Accounting$18,750$57,993-$76,743
Conferences and Meetings$16,432$25,663$5,485$47,580
Occupancy$12,610$19,695$4,209$36,514
Advertising$6,686$10,442$2,232$19,360
Fees for Services Legal$13,983--$13,983
Total Functional Expenses$8,934,394$1,708,095$540,305$11,182,794
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$93,085
Fundraising Direct Expenses$74,255
Gaming Gross Income$3,530
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Swing for Shelter$216,879$89,064$30,591$58,473
Total Events$216,879$89,064$74,255$14,809
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Interest Payable$222,187
Tenant Security Deposits$133,827
Lease payable long term$56,781
Lease payable short term$20,447
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The Chief Executive Officer and senior leadership staff review the draft of Form 990 for correctness. The full board of directors is presented the Form 990 for review prior to filing.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“The organization's Board members, Chief Executive Officer, Chief Financial Officer and all staff members are subject to a conflict of interest policy that requires decision-making on any transaction that would affect their "material financial interest" to be effected only by action of the Chief Executive Officer or the entire board, as applicable, with only directors who are independent of the party participating in the action and with notice of the conflict/subject given in advance. Questions of whether an individual has a conflict or "material financial interest" are decided by the executive director or board, as applicable, not including in such deliberations (or vote) the party whose potential conflict is at issue.Per existing policy, the Chief Executive Officer shall be informed if conflict of interest arises. The Board of Directors will discuss the issues at its bi-monthly meeting for resolutions.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“All employees are subject to Chief Executive Officer's review and approval, while the Chief Executive Officer and Chief Financial Officer salaries are reviewed annually by the executive committee of the board of directors using comparability data from a salary survey of Northern California non-profit organizations.”

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

“All employees are subject to executive director's review and approval, while the Executive Director and Controller salaries are reviewed annually by the executive committee of the board of directors using comparability data from a salary survey of northern California non-profit organizations.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The governing documents, policies, and financial statements have been scanned and are available to the public upon written request.”

Filing and Contact Details

Filer

Filer Name
SHELTER Inc
EIN
68-0117241
Phone
9259577595
Address
1333 Willow Pass Road 206, Concord, CA 94520

Signing Officer

Name
John Eckstrom
Title
CEO
Signed
2020-05-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
John Eckstrom
Formed
1986
Legal Domicile
CA
Voting Board Members
10
Independent Board Members
10
Employees
114
Volunteers
350

Preparer

Firm
Iryna Ac
Address
1000 Broadway 200-G, Oakland, CA 94607
Preparer
Iryna Oreshkova CPA
Phone
5104679506
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“SHELTER, INC. is a not-for-profit organization that is exempt from federal income tax on income under Section 501(c)(3) of the Internal Revenue Code and from state franchise tax under California Revenue and Taxation Code Section 23701 (d). However, income from activities not directly related to its tax-exempt purpose is subject to taxation as unrelated business income. There was no tax on unrelated business income for year ended June 30, 2019.”

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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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IRS990/Desc0Ending the Cycle of Homelessness: SHELTER, INC. provides homeless families and individuals with interim and permanent housing opportunities and services to help them regain housing and increased self-sufficiency. This Housing First approach is designed to help reduce the incidences and duration of homelessness for low-income and disadvantaged people who are eligible under a variety of publicly-funded housing programs. Services that are critical to success include one-on-one case management, housing search assistance, employment services, education, mental health counseling, and budgeting guidance. During the year, 1,538 women, children and men were placed in permanent housing.
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Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,095,348
Liabilities
$3,450,301
Net assets
$3,645,047
Revenue
$11,227,076
Expenses
$11,182,794
Net income
$44,282
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$13.3$8.08$5.24$22.3$24.5$2.18
2023Detailed filing. Detailed filing data is available for this year.$14.9$8.13$6.75$20.1$21.9$1.83
2022Detailed filing. Detailed filing data is available for this year.$19.0$8.25$10.8$23.7$18.7$4.97
2021Detailed filing. Detailed filing data is available for this year.$14.4$8.13$6.32$21.5$19.4$2.13
2020Detailed filing. Detailed filing data is available for this year.$8.37$4.18$4.19$14.4$13.7$0.62
2019Detailed filing. Detailed filing data is available for this year.$7.10$3.45$3.65$11.2$11.2$0.04
2018Detailed filing. Detailed filing data is available for this year.$6.99$3.39$3.60$10.4$10.6$0.13
2017Summary only. Only limited summary data is available for this year.$7.29$3.56$3.73$11.2$10.7$0.42
2016Summary only. Only limited summary data is available for this year.$7.49$4.18$3.31$11.6$11.7$0.12
2015Summary only. Only limited summary data is available for this year.$7.46$3.97$3.49$9.96$9.93$0.03
2014Summary only. Only limited summary data is available for this year.$5.83$2.37$3.46$8.76$8.56$0.20
2013Summary only. Only limited summary data is available for this year.$6.47$3.28$3.19$7.98$7.84$0.14
2012Summary only. Only limited summary data is available for this year.$6.44$3.44$3.00$7.94$7.87$0.07
2011Summary only. Only limited summary data is available for this year.$6.10$3.15$2.94$8.19$8.27$0.08