Civic Intelligence

Sheltering Palms Foundation Inc

EIN 75-2715357 • 501(c)3 • Boca Raton, FL

Profile

Provide housing to low and moderate income persons and families

2378 NW 60th StreetBoca Raton, FL 33496

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

11th percentile

0.00x

Higher debt load relative to assets than 11% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

16th percentile

0.01x

Higher debt load relative to revenue than 16% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

2nd percentile

-150%

Higher net margin than 2% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

82nd percentile

$245,000

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 55.3% of source-year revenue.

501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

10th percentile

-13%

Faster asset growth than 10% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

88th percentile

71%

Faster revenue growth than 88% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets11th percentile

Assets

Down

$6,914,261

Down $1,048,008 (-13%) from 2023

Liabilities

Up

$5,076

Up $472 (+10%) from 2023

Net Assets

Down

$6,909,185

Down $1,048,480 (-13%) from 2023

Operations
Liabilities / Revenue16th percentileNet Margin2nd percentile

Revenue

Up

$443,229

Up $183,368 (+71%) from 2023

Expenses

Up

$1,109,480

Up $427,770 (+63%) from 2023

Net Income

Down

-$666,251

Down $244,402 (-58%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0-$20MAssets 2011: $46,148,520Liabilities 2011: $45,672,945Net Assets 2011: $475,5752011Assets 2012: $45,810,357Liabilities 2012: $45,550,769Net Assets 2012: $259,5882012Assets 2013: $45,430,891Liabilities 2013: $45,685,561Net Assets 2013: -$254,6702013Assets 2014: $21,280,923Liabilities 2014: $21,086,445Net Assets 2014: $194,4782014Assets 2015: $15,493,056Liabilities 2015: $13,114,031Net Assets 2015: $2,379,0252015Assets 2016: $6,960,209Liabilities 2016: $3,697Net Assets 2016: $6,956,5122016Assets 2017: $21,559,828Liabilities 2017: $14,212,328Net Assets 2017: $7,347,5002017Assets 2018: $22,099,967Liabilities 2018: $15,356,871Net Assets 2018: $6,743,0962018Assets 2019: $20,418,100Liabilities 2019: $14,370,205Net Assets 2019: $6,047,8952019Assets 2020: $19,548,525Liabilities 2020: $14,220,433Net Assets 2020: $5,328,0922020Assets 2021: $10,617,493Liabilities 2021: $1,031Net Assets 2021: $10,616,4622021Assets 2022: $8,649,930Liabilities 2022: $222Net Assets 2022: $8,649,7082022Assets 2023: $7,962,269Liabilities 2023: $4,604Net Assets 2023: $7,957,6652023Assets 2024: $6,914,261Liabilities 2024: $5,076Net Assets 2024: $6,909,1852024

Highlighted filing

2024

Assets$6,914,261
Liabilities$5,076
Net Assets$6,909,185
Open 2024 Filing

Operations Trend

Revenue Growth88th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MExpenses 2011: $8,171,7952011Expenses 2012: $11,144,9282012Revenue 2013: $11,423,461Expenses 2013: $11,953,509Net Income 2013: -$530,0482013Revenue 2014: $10,037,962Expenses 2014: $9,997,450Net Income 2014: $40,5122014Revenue 2015: $8,132,119Expenses 2015: $5,940,531Net Income 2015: $2,191,5882015Revenue 2016: $7,998,639Expenses 2016: $3,546,478Net Income 2016: $4,452,1612016Revenue 2017: $849,190Expenses 2017: $1,559,070Net Income 2017: -$709,8802017Revenue 2018: $2,042,010Expenses 2018: $2,536,655Net Income 2018: -$494,6452018Revenue 2019: $1,802,710Expenses 2019: $2,691,277Net Income 2019: -$888,5672019Revenue 2020: $2,026,355Expenses 2020: $2,414,964Net Income 2020: -$388,6092020Revenue 2021: $8,762,156Expenses 2021: $4,528,628Net Income 2021: $4,233,5282021Revenue 2022: $48,584Expenses 2022: $884,554Net Income 2022: -$835,9702022Revenue 2023: $259,861Expenses 2023: $681,710Net Income 2023: -$421,8492023Revenue 2024: $443,229Expenses 2024: $1,109,480Net Income 2024: -$666,2512024

Highlighted filing

2024

Revenue$443,229
Expenses$1,109,480
Net Income-$666,251
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,914,261
Liabilities
$5,076
Net assets
$6,909,185
Revenue
$443,229
Expenses
$1,109,480
Net income
-$666,251
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.91$0.01$6.91$0.44$1.11$0.67
2023Detailed filing. Detailed filing data is available for this year.$7.96$0.00$7.96$0.26$0.68$0.42
2022Detailed filing. Detailed filing data is available for this year.$8.65$0.00$8.65$0.05$0.88$0.84
2021Detailed filing. Detailed filing data is available for this year.$10.6$0.00$10.6$8.76$4.53$4.23
2020Detailed filing. Detailed filing data is available for this year.$19.5$14.2$5.33$2.03$2.41$0.39
2019Detailed filing. Detailed filing data is available for this year.$20.4$14.4$6.05$1.80$2.69$0.89
2018Detailed filing. Detailed filing data is available for this year.$22.1$15.4$6.74$2.04$2.54$0.49
2017Detailed filing. Detailed filing data is available for this year.$21.6$14.2$7.35$0.85$1.56$0.71
2016Detailed filing. Detailed filing data is available for this year.$6.96$0.00$6.96$8.00$3.55$4.45
2015Detailed filing. Detailed filing data is available for this year.$15.5$13.1$2.38$8.13$5.94$2.19
2014Detailed filing. Detailed filing data is available for this year.$21.3$21.1$0.19$10.0$10.00$0.04
2013Detailed filing. Detailed filing data is available for this year.$45.4$45.7$0.25$11.4$12.0$0.53
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$45.8$45.6$0.26$11.1
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$46.1$45.7$0.48$8.17
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 30, 2025
Return Version
2024v5.0
Gross Receipts
$1,040,846
Mission and Program Overview

Mission

Provide housing to low and moderate income persons and families

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$1,474,329$1,519,247▲ $44,918
Investments in Publicly Traded Securities$2,063,569$1,359,305▼ $704,264
Other Notes and Loans Receivable, Net$1,680,000$1,250,100▼ $429,900
Cash and Non-Interest-Bearing Accounts$137,561$85,011▼ $52,550
Receivables From Officers Etc$26,351$26,351→ $0
Land, Buildings, and Equipment, Net$847--
Accounts Receivable$141$141→ $0
Total Assets$7,962,269$6,914,261▼ $1,048,008
Other Assets Total$2,579,471$2,674,106▲ $94,635
Liabilities
Accounts Payable and Accrued Expenses$4,604$5,076▲ $472
Total Liabilities$4,604$5,076▲ $472
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,957,665$6,909,185▼ $1,048,480
Total Net Assets Fund Balance$7,957,665$6,909,185▼ $1,048,480
Total Liabilities and Net Assets / Fund Balance$7,962,269$6,914,261▼ $1,048,008

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$59,830$59,830
Other Assets Org$2,674,106--
Other Securities$33,333--
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Anthony J FlaimDirectorPT$245,000$245,000
Harvey J PollyPresidentPT$150,000$150,000

Board Members and Trustees

NameTitle
Jeffrey PollyDirector
Judith S PollyDirector
Theresa Flaim PollyDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$443,229
Other Revenue
$0
Change in Net Assets
$-666,251
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$634,595
Salaries, Compensation, and Employee Benefits$445,365
Grants and Similar Amounts Paid$29,520
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$395,000--$395,000
Fees for Services Legal-$43,910-$43,910
Grants to Domestic Orgs$29,520--$29,520
Payroll Taxes$27,485--$27,485
Office Expenses$24,972--$24,972
Other Employee Benefits$22,880--$22,880
Other Expenses$13,810--$13,810
Travel$9,940--$9,940
Fees for Services Accounting-$3,700-$3,700
Depreciation Depletion$847--$847
All Other Expenses$130--$130
Total Functional Expenses$1,061,870$47,610$0$1,109,480
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
The Wick Theatre & Costume MuseumBoca Raton, FL501c3General Support$15,000
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
Receivables from Officers, Directors, Trustees, and Key Employees$26,351$26,351→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
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 11B

“Board will approve form 990 before it is filed”

Form 990, Page 6, Part VI, Line 19

“No documents available to the public”

Filing and Contact Details

Filer

Filer Name
Sheltering Palms Foundation Inc
EIN
75-2715357
Phone
8507963100
Address
2378 NW 60TH STREET, BOCA RATON, FL 33496

Signing Officer

Name
Harvey J Polly
Title
President
Phone
5612414321
Signed
2025-09-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Harvey J Polly
Voting Board Members
5
Independent Board Members
5
Employees
2

Preparer

Firm
Maddox & Associates Apc
Address
5627 BANKERS AVE BLDG 2, BATON ROUGE, LA 70808-2610
Preparer
Jason R Pennington
Phone
2259263360
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0THE WICK THEATRE & COSTUME MUSEUM
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IRS990/UponRequestInd0X
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0HARVEY J POLLY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05612414321
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHELTERING PALMS FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SHEL
ReturnHeader/Filer/EIN0752715357
ReturnHeader/Filer/PhoneNum08507963100
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0LA

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