Civic Intelligence

Sheltering a Nation Inc.

990 • Fiscal year 2023 • EIN 74-2736419

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 07, 2024

Organization ProfileN/A
3821 Juniper Trace Suite 208Bee Cave, TX 78738

(512) 288-7200

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.12x

Higher debt load relative to assets than 42% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

85th percentile

1.44x

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

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Net Margin

92nd percentile

56%

Higher net margin than 92% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

23rd percentile

$105,038

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 9.2% of source-year revenue.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2023

Asset Growth

58th percentile

8.9%

Faster asset growth than 58% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

96th percentile

208%

Faster revenue growth than 96% of similar nonprofits.

2023 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$13,835,778

Up $1,129,914 (+8.9%) from 2022

Net Assets

Up

$12,191,915

Up $640,455 (+5.5%) from 2022

Liabilities

Up

$1,643,863

Up $489,459 (+42%) from 2022

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin92nd percentile

Revenue

Up

$1,141,654

Up $771,372 (+208%) from 2022

Expenses

Up

$501,199

Up $43,135 (+9.4%) from 2022

Net Income

Up

$640,455

Up $728,237 (+830%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $2,762,335Liabilities 2010: $18,817Net Assets 2010: $2,743,5182010Assets 2011: $2,749,098Liabilities 2011: $20,115Net Assets 2011: $2,728,9832011Assets 2012: $2,705,181Liabilities 2012: $35,874Net Assets 2012: $2,669,3072012Assets 2013: $18,257,081Liabilities 2013: $15,521,635Net Assets 2013: $2,735,4462013Assets 2014: $18,153,351Liabilities 2014: $15,591,649Net Assets 2014: $2,561,7022014Assets 2015: $19,601,672Liabilities 2015: $17,597,743Net Assets 2015: $2,003,9292015Assets 2016: $12,853,219Liabilities 2016: $10,671,844Net Assets 2016: $2,181,3752016Assets 2017: $13,144,899Liabilities 2017: $10,860,086Net Assets 2017: $2,284,8132017Assets 2018: $14,166,075Liabilities 2018: $7,683,556Net Assets 2018: $6,482,5192018Assets 2019: $12,560,273Liabilities 2019: $748,809Net Assets 2019: $11,811,4642019Assets 2020: $12,358,031Liabilities 2020: $416,190Net Assets 2020: $11,941,8412020Assets 2021: $11,875,693Liabilities 2021: $236,451Net Assets 2021: $11,639,2422021Assets 2022: $12,705,864Liabilities 2022: $1,154,404Net Assets 2022: $11,551,4602022Assets 2023: $13,835,778Liabilities 2023: $1,643,863Net Assets 2023: $12,191,9152023Assets 2024: $16,624,865Liabilities 2024: $4,561,809Net Assets 2024: $12,063,0562024

Highlighted filing

2023

Assets$13,835,778
Liabilities$1,643,863
Net Assets$12,191,915
Open 2023 Filing

Operations Trend

Revenue Growth96th percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $49,2182010Expenses 2011: $438,0592011Expenses 2012: $232,9862012Revenue 2013: $1,267,063Expenses 2013: $1,200,924Net Income 2013: $66,1392013Revenue 2014: $2,526,718Expenses 2014: $2,893,463Net Income 2014: -$366,7452014Revenue 2015: $2,581,906Expenses 2015: $3,139,679Net Income 2015: -$557,7732015Revenue 2016: $2,401,960Expenses 2016: $2,224,514Net Income 2016: $177,4462016Revenue 2017: $693,376Expenses 2017: $589,938Net Income 2017: $103,4382017Revenue 2018: $1,460,496Expenses 2018: $193,368Net Income 2018: $1,267,1282018Revenue 2019: $8,555,210Expenses 2019: $471,509Net Income 2019: $8,083,7012019Revenue 2020: $501,096Expenses 2020: $613,623Net Income 2020: -$112,5272020Revenue 2021: $282,902Expenses 2021: $585,498Net Income 2021: -$302,5962021Revenue 2022: $370,282Expenses 2022: $458,064Net Income 2022: -$87,7822022Revenue 2023: $1,141,654Expenses 2023: $501,199Net Income 2023: $640,4552023Revenue 2024: $213,711Expenses 2024: $342,570Net Income 2024: -$128,8592024

Highlighted filing

2023

Revenue$1,141,654
Expenses$501,199
Net Income$640,455
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 7, 2024
Return Version
2023v5.0
Gross Receipts
$2,025,131
Mission and Program Overview

Mission

Delivering affordable housing and services to low-income households; providing tools to facilitiate self sufficiency for low and moderate income individuals and promoting social welfare through low income housing.

Delivering affordable housing & services to low-income households; providing tools to facilitate self sufficiency for low and moderate income individuals and promoting social welfare through low-income housing.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$6,566,284$6,598,787▲ $32,503
Land, Buildings, and Equipment, Net$3,726,234$5,307,082▲ $1,580,848
Accounts Receivable$2,380,843$1,882,260▼ $498,583
Loans From Officers Directors$1,150,000$1,518,942▲ $368,942
Cash and Non-Interest-Bearing Accounts$32,503$47,649▲ $15,146
Total Assets$12,705,864$13,835,778▲ $1,129,914
Liabilities
Accounts Payable and Accrued Expenses$4,286$124,921▲ $120,635
Other Liabilities$118--
Total Liabilities$1,154,404$1,643,863▲ $489,459
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$11,551,460$12,191,915▲ $640,455
Total Net Assets Fund Balance$11,551,460$12,191,915▲ $640,455
Total Liabilities and Net Assets / Fund Balance$12,705,864$13,835,778▲ $1,129,914

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$5,191,374-$5,191,374
Other Land Buildings$115,708$7,243$122,951
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Daniel R McintyreControllerFT$105,038$105,038

Board Members and Trustees

NameTitle
William WensonPresident
Michelle WensonExecutive Di
Michael SwettSecretary
Rhonda WeaverVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$13,456
Investment Income
$1,128,198
Other Revenue
$0
Change in Net Assets
$640,455
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$287,794
Salaries, Compensation, and Employee Benefits$213,405
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$183,652--$183,652
Fees for Services Legal$64,650--$64,650
Occupancy$41,300--$41,300
Other Employee Benefits$14,953--$14,953
Payroll Taxes$14,800--$14,800
Travel$4,444--$4,444
Fees for Services Accounting-$2,750-$2,750
Other Expenses$2,000--$2,000
All Other Expenses$1,643--$1,643
Office Expenses$1,146--$1,146
Total Functional Expenses$498,449$2,750$0$501,199
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$1,150,000$1,518,942▲ $368,942
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“William wenson michelle wenson president ex. Director married”

Form 990, Page 6, Part VI, Line 11B

“Form 990 is reviewed by the governing board of directors before filing with the irs.”

Form 990, Page 6, Part VI, Line 12C

“Sheltering a nation, inc. Has a written conflict of interest policy and all board of directors and starr are required to disclose interests that could cause conflict.”

Form 990, Page 6, Part VI, Line 19

“All documents required to be made available to the public are done so upon written request.”

Filing and Contact Details

Filer

Filer Name
Sheltering a Nation Inc
EIN
74-2736419
Phone
5122887200
Address
3821 JUNIPER TRACE SUITE 208, BEE CAVE, TX 78738

Signing Officer

Name
Michelle Wenson
Title
Executive Director
Phone
5122887200
Signed
2024-11-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Wenson
Formed
1995
Legal Domicile
TX
Voting Board Members
4
Independent Board Members
3
Employees
4

Preparer

Firm
Davis Ray & Co Pc
Address
PO BOX 309, SEMINOLE, TX 79360
Preparer
Derek Ray
Phone
4327583226
Raw XML AppendixShowing 400 of 445 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/BOYAmt04286
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0124921
IRS990/AccountsReceivableGrp/BOYAmt02380843
IRS990/AccountsReceivableGrp/EOYAmt01882260
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0DELIVERING AFFORDABLE HOUSING & SERVICES TO LOW-INCOME HOUSEHOLDS; PROVIDING TOOLS TO FACILITATE SELF SUFFICIENCY FOR LOW AND MODERATE INCOME INDIVIDUALS AND PROMOTING SOCIAL WELFARE THROUGH LOW-INCOME HOUSING.
IRS990/AllOtherExpensesGrp/ProgramServicesAmt01643
IRS990/AllOtherExpensesGrp/TotalAmt01643
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BooksInCareOfDetail/PersonNm0MICHELLE WENSON
IRS990/BooksInCareOfDetail/PhoneNum05122887200
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03821 JUNIPER TRACE STE 208
IRS990/BooksInCareOfDetail/USAddress/CityNm0BEE CAVE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd078738
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt032503
IRS990/CashNonInterestBearingGrp/EOYAmt047649
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01128198
IRS990/CYOtherExpensesAmt0287794
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt013456
IRS990/CYRevenuesLessExpensesAmt0640455
IRS990/CYSalariesCompEmpBnftPaidAmt0213405
IRS990/CYTotalExpensesAmt0501199
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01141654
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0PROVIDING DECENT, SAFE AND AFFORDABLE HOUSING TO MODERATE, LOW AND VERY LOW-INCOME INDIVIDUALS AND FAMILIES; SUPPORT EXISTING LOW-INCOME HOUSING FOR PERSONS OF LIMITED FINANCIAL MEANS, HANDICAPPED PERSONS, ELDERLY PERSONS AND OTHERS IN NEED OF SAFE AND ADEQUATE HOUSING; AND TO ASSIST THE PROMOTION OF EFFORTS TO FACILITATE SELF SUFFICIENCY AND UPWARD MOBILITY OF LOW AND VERY-LOW INCOME INDIVIDUALS.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0true
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt04
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0498449
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02750
IRS990/FeesForServicesAccountingGrp/TotalAmt02750
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt064650
IRS990/FeesForServicesLegalGrp/TotalAmt064650
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt320.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt44.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0DANIEL R MCINTYRE
IRS990/Form990PartVIISectionAGrp/PersonNm1MICHAEL SWETT
IRS990/Form990PartVIISectionAGrp/PersonNm2RHONDA WEAVER
IRS990/Form990PartVIISectionAGrp/PersonNm3MICHELLE WENSON
IRS990/Form990PartVIISectionAGrp/PersonNm4WILLIAM WENSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0105038
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0CONTROLLER
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt3EXECUTIVE DI
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01995
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt0909500
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt01792977
IRS990/GrossReceiptsAmt02025131
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0218698
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0218698
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt07243
IRS990/LandBldgEquipBasisNetGrp/BOYAmt03726234
IRS990/LandBldgEquipBasisNetGrp/EOYAmt05307082
IRS990/LandBldgEquipCostOrOtherBssAmt05314325
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt0883477
IRS990/LoanOutstandingInd0true
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt01150000
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt01518942
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0DELIVERING AFFORDABLE HOUSING & SERVICES TO LOW-INCOME HOUSEHOLDS; PROVIDING TOOLS TO FACILITATE SELF SUFFICIENCY FOR LOW AND MODERATE INCOME INDIVIDUALS AND PROMOTING SOCIAL WELFARE THROUGH LOW-INCOME HOUSING.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt011551460
IRS990/NetAssetsOrFundBalancesEOYAmt012191915
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0909500
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0909500
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt011551460
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt012191915
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ProgramServicesAmt041300
IRS990/OccupancyGrp/TotalAmt041300
IRS990/OfficeExpensesGrp/ProgramServicesAmt01146
IRS990/OfficeExpensesGrp/TotalAmt01146
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt014953
IRS990/OtherEmployeeBenefitsGrp/TotalAmt014953
IRS990/OtherExpensesGrp/Desc0LOSS ON K-1 (EDMOND)
IRS990/OtherExpensesGrp/Desc1RENT
IRS990/OtherExpensesGrp/Desc2PAYROLL SERVICE FEE
IRS990/OtherExpensesGrp/Desc3BONUSES
IRS990/OtherExpensesGrp/ProgramServicesAmt0118823
IRS990/OtherExpensesGrp/ProgramServicesAmt148000
IRS990/OtherExpensesGrp/ProgramServicesAmt23038
IRS990/OtherExpensesGrp/ProgramServicesAmt32000
IRS990/OtherExpensesGrp/TotalAmt0118823
IRS990/OtherExpensesGrp/TotalAmt148000
IRS990/OtherExpensesGrp/TotalAmt23038
IRS990/OtherExpensesGrp/TotalAmt32000
IRS990/OtherLiabilitiesGrp/BOYAmt0118
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0183652
IRS990/OtherSalariesAndWagesGrp/TotalAmt0183652
IRS990/PartialLiquidationInd0false
IRS990/PayrollTaxesGrp/ProgramServicesAmt014800
IRS990/PayrollTaxesGrp/TotalAmt014800
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0WILLIAM WENSON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0MISCELLANEOUS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt013456
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt013456
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt032833
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt0218074
IRS990/PYOtherExpensesAmt0146430
IRS990/PYProgramServiceRevenueAmt0119375
IRS990/PYRevenuesLessExpensesAmt0-87782
IRS990/PYSalariesCompEmpBnftPaidAmt0311634
IRS990/PYTotalExpensesAmt0458064
IRS990/PYTotalRevenueAmt0370282
IRS990/ReconcilationRevenueExpnssAmt0640455
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt013456
IRS990/SavingsAndTempCashInvstGrp/BOYAmt06566284
IRS990/SavingsAndTempCashInvstGrp/EOYAmt06598787
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt032833
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05991074
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06023907
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0218698
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0218074
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0278578
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0251368
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0412288
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01379006
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt013456
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0119375
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0237034
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt01800856
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt02170721
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0218698
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0218074
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0278578
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0251368
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0412288
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01379006
IRS990ScheduleA/InvestmentIncomeCYPct00.14000
IRS990ScheduleA/InvestmentIncomePYPct00.12000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.85600
IRS990ScheduleA/PublicSupportPY509Pct00.88350
IRS990ScheduleA/PublicSupportTotal509Amt08194628
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt013456
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0152208
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0237034
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt07791930
IRS990ScheduleA/Total509Grp/TotalAmt08194628
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0232154
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0370282
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0278578
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0488402
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt08204218
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt09573634
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt05191374
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt05191374
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0115708
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt07243
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0122951
IRS990ScheduleD/TotalBookValueLandBuildingsAmt05307082
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt01518942
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0true
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BusinessName/BusinessNameLine1Txt0NOTE PAYABLE-WENSON AND ASSOCIATES
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0LOANS RELATED TO LOW-INCOME HOUSING
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanToOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt0150000
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0100% CONTROLLED
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0true
IRS990ScheduleL/TotalBalanceDueAmt01518942
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WILLIAM WENSON MICHELLE WENSON PRESIDENT EX. DIRECTOR MARRIED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS REVIEWED BY THE GOVERNING BOARD OF DIRECTORS BEFORE FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SHELTERING A NATION, INC. HAS A WRITTEN CONFLICT OF INTEREST POLICY AND ALL BOARD OF DIRECTORS AND STARR ARE REQUIRED TO DISCLOSE INTERESTS THAT COULD CAUSE CONFLICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL DOCUMENTS REQUIRED TO BE MADE AVAILABLE TO THE PUBLIC ARE DONE SO UPON WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0TOWNHOMES OF SHERWOOD FOREST LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt1BLAKE-LEE ARTHUR DEVELOPMENT LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt2VINO112 LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt3222 FAMILYFUN LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine2Txt0TOWNHOMES OF SHERWOOD FOREST LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine2Txt1BLAKE-LEE ARTHUR DEVELOPMENT LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine2Txt2VINO112 LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine2Txt3222 FAMILYFUN LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN0510609240
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN1742923484
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN2833812795
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0LA
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd1TX
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd2TX
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd3TX
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0HOUSING
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt1DEVELOPMEN
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt2HOUSING
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt3HOUSING
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt03821 JUNIPER TRACE STE 208
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt13821 JUNIPER TRACE STE 208
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt23821 JUNIPER TRACE STE 208
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt33821 JUNIPER TRACE STE 208
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine2Txt03821 JUNIPER TRACE STE 208
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine2Txt13821 JUNIPER TRACE STE 208
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine2Txt23821 JUNIPER TRACE STE 208
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine2Txt33821 JUNIPER TRACE STE 208
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm0BEE CAVE
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm1BEE CAVE
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm2BEE CAVE
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm3BEE CAVE
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd0TX
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd1TX
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd2TX
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/StateAbbreviationCd3TX
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd078738
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd178738
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd278738
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/ZIPCd378738
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0742866023
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN1510609230
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt1C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0OK
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd1TX
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0HOUSING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1HOUSING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0SR RESIDENCES OF STILLWATER INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1SR RESIDENCES OF CENTRAL GP LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine2Txt0SR RESIDENCES OF STILLWATER INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine2Txt1SR RESIDENCES OF CENTRAL GP LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt03821 JUNIPER TRACE STE 208
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt13821 JUNIPER TRACE STE 208
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine2Txt03821 JUNIPER TRACE STE 208
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine2Txt13821 JUNIPER TRACE STE 208
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0BEE CAVE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm1BEE CAVE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0TX
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd1TX
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd078738
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd178738
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt012705864
IRS990/TotalAssetsEOYAmt013835778
IRS990/TotalAssetsGrp/BOYAmt012705864
IRS990/TotalAssetsGrp/EOYAmt013835778
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt04
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02750
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0498449
IRS990/TotalFunctionalExpensesGrp/TotalAmt0501199
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01154404
IRS990/TotalLiabilitiesEOYAmt01643863
IRS990/TotalLiabilitiesGrp/BOYAmt01154404
IRS990/TotalLiabilitiesGrp/EOYAmt01643863
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt011551460
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt012191915
IRS990/TotalProgramServiceExpensesAmt0498449
IRS990/TotalProgramServiceRevenueAmt013456
IRS990/TotalReportableCompFromOrgAmt0105038
IRS990/TotalRevenueGrp/ExclusionAmt0218698
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0922956
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01141654

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
$13,835,778
Liabilities
$1,643,863
Net assets
$12,191,915
Revenue
$1,141,654
Expenses
$501,199
Net income
$640,455
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.6$4.56$12.1$0.21$0.34$0.13
2023Detailed filing. Detailed filing data is available for this year.$13.8$1.64$12.2$1.14$0.50$0.64
2022Detailed filing. Detailed filing data is available for this year.$12.7$1.15$11.6$0.37$0.46$0.09
2021Detailed filing. Detailed filing data is available for this year.$11.9$0.24$11.6$0.28$0.59$0.30
2020Detailed filing. Detailed filing data is available for this year.$12.4$0.42$11.9$0.50$0.61$0.11
2019Detailed filing. Detailed filing data is available for this year.$12.6$0.75$11.8$8.56$0.47$8.08
2018Detailed filing. Detailed filing data is available for this year.$14.2$7.68$6.48$1.46$0.19$1.27
2017Detailed filing. Detailed filing data is available for this year.$13.1$10.9$2.28$0.69$0.59$0.10
2016Detailed filing. Detailed filing data is available for this year.$12.9$10.7$2.18$2.40$2.22$0.18
2015Detailed filing. Detailed filing data is available for this year.$19.6$17.6$2.00$2.58$3.14$0.56
2014Detailed filing. Detailed filing data is available for this year.$18.2$15.6$2.56$2.53$2.89$0.37
2013Detailed filing. Detailed filing data is available for this year.$18.3$15.5$2.74$1.27$1.20$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.71$0.04$2.67$0.23
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.75$0.02$2.73$0.44
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.76$0.02$2.74$0.05