Civic Intelligence

Shared Housing and Resource Exchange California

990 • Fiscal year 2021 • EIN 81-3993230

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 15, 2021

Organization ProfileSHARESONOMACOUNTY.ORG
411 Russell AvenueSanta Rosa, CA 95403

(707) 766-8800

Siviq Scores

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

Liabilities / Assets

85th percentile

0.27x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

83rd percentile

0.18x

Higher debt load relative to revenue than 83% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

21st percentile

-16%

Higher net margin than 21% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

96th percentile

$72,000

Higher top officer pay than 96% of similar nonprofits.

Top officer pay equals 21.2% of source-year revenue.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

83rd percentile

60%

Faster asset growth than 83% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2021

Revenue Growth

51st percentile

5.0%

Faster revenue growth than 51% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2021

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$226,943

Up $138,590 (+157%) from 2019

Net Assets

Up

$166,423

Up $79,589 (+92%) from 2019

Liabilities

Up

$60,520

Up $59,001 (+3884%) from 2019

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin21st percentile

Revenue

Up

$339,937

Up $31,373 (+10%) from 2019

Expenses

Up

$395,016

Up $181,627 (+85%) from 2019

Net Income

Down

-$55,079

Down $150,254 (-158%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth83rd percentile

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

$600K$400K$200K$0Assets 2019: $88,353Liabilities 2019: $1,519Net Assets 2019: $86,8342019Assets 2021: $226,943Liabilities 2021: $60,520Net Assets 2021: $166,4232021Assets 2022: $388,408Liabilities 2022: $101,731Net Assets 2022: $286,6772022Assets 2023: $410,726Liabilities 2023: $121,266Net Assets 2023: $289,4602023Assets 2024: $543,244Liabilities 2024: $384,851Net Assets 2024: $158,3932024

Highlighted filing

2021

Assets$226,943
Liabilities$60,520
Net Assets$166,423
Open 2021 Filing

Operations Trend

Revenue Growth51st percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2019: $308,564Expenses 2019: $213,389Net Income 2019: $95,1752019Revenue 2021: $339,937Expenses 2021: $395,016Net Income 2021: -$55,0792021Revenue 2022: $771,294Expenses 2022: $651,040Net Income 2022: $120,2542022Revenue 2023: $1,306,650Expenses 2023: $1,273,528Net Income 2023: $33,1222023Revenue 2024: $1,798,655Expenses 2024: $1,927,123Net Income 2024: -$128,4682024

Highlighted filing

2021

Revenue$339,937
Expenses$395,016
Net Income-$55,079
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 15, 2021
Return Version
2020v4.0
Gross Receipts
$339,937
Mission and Program Overview

Mission

SHARE Sonoma County is dedicated to enhancing the health, wellness and dignity of those wishing to age in place, matched with those in need of permanent housing, creating community for all.

SHARE California (SHARE) is a home share matching program active in 23 cities and towns throughout Sonoma County, and a 501c3 nonprofit. We offer housing in exchange for an agreed level of support in the form of financial exchange (Rent Exchanges), assistance with household and/or personal tasks (Service Exchanges), or a combination of both. SHAREs target population is our aging community (those 60 years and older) and those homeless or at risk of homelessness. US Census data conservatively estimates that there are 60,000 empty bedrooms throughout Sonoma County among this population. The Census also estimates that aging baby boomers are projected to outnumber children for the first time in US history. This growing population throughout Sonoma County is currently 39% of the total population. These empty bedrooms represent inexpensive, immediate, permanent/long-term housing for those in need of housing, whether homeless or at risk of homelessness. SHAREs focus is on seniors who are mostl

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$23,137$104,813▲ $81,676
Accounts Receivable$22,025$75,380▲ $53,355
Savings and Temporary Cash Investments$247,675$23,302▼ $224,373
Land, Buildings, and Equipment, Net$4,487$5,039▲ $552
Prepaid Expenses and Deferred Charges$2,245$2,245→ $0
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-
Investments in Publicly Traded Securities-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$308,653$226,943▼ $81,710
Other Assets Total$9,084$16,164▲ $7,080
Liabilities
Unsecured Notes Loans Payable$72,349$49,938▼ $22,411
Accounts Payable and Accrued Expenses$14,802$10,582▼ $4,220
Total Liabilities$87,151$60,520▼ $26,631
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$119,589$151,397▲ $31,808
Net Assets With Donor Restrictions$101,913$15,026▼ $86,887
Total Net Assets Fund Balance$221,502$166,423▼ $55,079
Total Liabilities and Net Assets / Fund Balance$308,653$226,943▼ $81,710

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$822--
Equipment$4,217--
Other Assets Org$1--
Compensation and Service Providers
Top Officer Pay96th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Amy AppletonExecutive DirectorFT$72,000$72,000

Board Members and Trustees

NameTitle
Sam BarnhartDirector
Gerry LaLonde-BergSecretary/Treas
Revenue and Support

Revenue Composition

Contributions and Grants
$135,141
Program Service Revenue
$203,266
Investment Income
$1,530
Other Revenue
$0
All Other Contributions
$125,141
Change in Net Assets
$-55,079
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$293,439
Other Expenses$101,577
Total Fundraising Expense$1,936
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$197,028--$197,028
Current Officers, Directors, Trustees, and Key Employees$72,000--$72,000
Occupancy$24,370--$24,370
Payroll Taxes$20,996--$20,996
Information Technology$12,627--$12,627
All Other Expenses$6,630$4,645-$11,275
Fees for Services Accounting$9,300$900-$10,200
Insurance$4,059--$4,059
Other Expenses$3,852--$3,852
Other Employee Benefits$3,415--$3,415
Fees for Services Other$2,727--$2,727
Advertising$270-$1,936$2,206
Interest-$1,260-$1,260
Travel-$1,207-$1,207
Total Functional Expenses$385,068$8,012$1,936$395,016
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 Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“No review was or will be conducted.”

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

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Shared Housing and Resource Exchange
EIN
81-3993230
Phone
7077668800
Address
411 Russell Avenue, Santa Rosa, CA 95403

Signing Officer

Name
Amy Appleton
Title
President
Signed
2021-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Amy Appleton
Formed
2016
Legal Domicile
CA
Voting Board Members
3
Independent Board Members
0
Employees
8

Preparer

Firm
Goranson and Associates
Address
717 College Ave, Santa Rosa, CA 95404
Preparer
Sally Westgate
Phone
7075421256
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IRS990/Desc0Shared Housing And Resource Exchange California (SHARE) was formed August 1, 2014, became a 501c3 nonprofit in September 2016. Entering its 8th year SHARE is a home share matching program that matches Home Seekers with Home Providers utilizing spare bedrooms. SHARE Sonoma County (a dba of SHARE) is active in multiple cities throughout Sonoma County. SHAREs target populations are seniors aged 60 years and older, those with disabilities, extremely low income, and those who are experiencing homelessness or imminently at risk of homelessness. This growing population throughout Sonoma County is currently 39% of the total population. Mostly we create housing for individuals and occasionally, we are able to place small families or single parents with child(ren). SHARE offers shared housing options in exchange for an agreed level of support in the form of financial exchange (Rent Exchanges), assistance with household and/or personal tasks (Service Exchanges), or a combination of both. Each participant is carefully screened and receives ongoing support from SHARE including conflict resolution when necessary. SHARE housing stock consists of empty bedrooms, J/ADUs, Finished Rooms Over a Garage (FROGs), cottages, RVs, etc. We frequently locate 2 bedroom units and match Seekers to become co-tenants, or match a new co-tenant with someone who has the ability to sublet and can no longer afford the 2-bedroom unit rental due to a decrease in income, often a direct result of this pandemic. Locating 2-bedroom units to share is an affordable housing option, as more apartment units become available throughout our county due to those choosing to move out of the area. SHARE helps utilize HUD vouchers and assists to facilitate approval of the voucher for the offered housing. Another program and growing housing opportunity for SHARE is its Community Houses, managed by SHARE to ensure each bedroom within the home is occupied at all times. The property owner lives elsewhere and allows SHARE to manage the vacant home, and ensure each room is rented at all times, as well as provide ongoing case management support. As SHAREs reputation grows, daily inquiries continue to increase from nonprofit, county and health agencies, and visits to our website. The average length of a home share is 1.5 years. With a low attrition rate, it is extremely rare that a Seeker returns to homelessness; rather program participation typically ends as participants move into their own subsidized housing, having maintained long waiting list(s) of 4+ years. In addition to providing ongoing supportive services, including conflict resolution, for as long as each home share/match remains intact, we have further developed the Resource Exchange portion of our nonprofit to incorporate resources and funding to help stabilize our extremely-low income clients who are in need of: GroceriesRefundable security depositsmoving expensesshort term motel lodging expensescell/phone expenseRenewal of homeowners insurancerental assistancecar maintenancemedical/dental co-paymentsgas expenses
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IRS990/ProgSrvcAccomActy2Grp/Desc0SHARE California (SHARE) is a home share matching program active in 23 cities and towns throughout Sonoma County, and a 501c3 nonprofit. We offer housing in exchange for an agreed level of support in the form of financial exchange (Rent Exchanges), assistance with household and/or personal tasks (Service Exchanges), or a combination of both. SHAREs target population is our aging community (those 60 years and older) and those homeless or at risk of homelessness. US Census data conservatively estimates that there are 60,000 empty bedrooms throughout Sonoma County among this population. The Census also estimates that aging baby boomers are projected to outnumber children for the first time in US history. This growing population throughout Sonoma County is currently 39% of the total population. These empty bedrooms represent inexpensive, immediate, permanent/long-term housing for those in need of housing, whether homeless or at risk of homelessness. SHAREs focus is on seniors who are mostly between the ages of 65 and 98 and are house rich, cash poor and in need of additional income and/or services in order to remain home safely. We refer to these seniors as Providers and match them with those needing housing, Seekers. Seekers are largely extremely low- or low-income, on disability, receiving Med-Cal benefits, collecting Social Security/SSI/SSDI or General Assistance, and mostly between 52 and 80 years old. SHARE serves primarily individual Seekers with occasional opportunities for single parents with children. Through careful assessment SHARE creates matches based upon the needs and expectations of each participant. Completed matches for January 2020 doubled due to our newly trained Housing Specialist and Salesforce database. As SHAREs reputation grows, daily inquiries continue to increase from nonprofit, county and health agencies, and our website. Some of the increased demand is a result of wildfire survivors still in search of housing. SHARE helps utilizing vouchers and we are experiencing an increase in submissions to both County and City of Santa Rosa. If a participant receives notification that a voucher is approved, SHARE assists to ensure the voucher can be used in the existing home share. Each participant is carefully screened and receives ongoing support from SHARE including conflict resolution when necessary. Should the Provider pass away or move into a long-term care facility, SHARE creates a new housing placement for the Seeker and works closely with the family to ensure a smooth transition. The average length of a home share is 1.5 years. With an attrition rate of just 6%, it is extremely rare that a Seeker returns to homelessness; rather services typically end as participants move into their own subsidized housing.In order to minimize a return to homelessness and increase housing retention, SHARE utilizes thorough screening mechanisms, state-of-the-art assessment tools, criminal background checks (necessary due to the frailty of our seniors), standardized follow-up support, and effective conflict mediation. These tools help SHARE boast a 6% attrition rate. The heart of SHAREs success lies in its ability to create win-win situations between Providers and Seekers. Most Providers are house rich, cash poor and the extra income from renting a room enables them to pay utilities, property taxes and maintain their home. Moreover, SHAREs services decrease their isolation, loneliness, or being housebound. Such Providers are carefully matched with compatible Seekers who help meet their needs in exchange for reduced or no rent. Seekers find long-term housing stability and security. Both find companionship, mutual support and improved physical and emotional health and well-being. Outreach staff is critical to our success. Effective outreach combined with a cost-free program to Seekers translates into a very low barrier for entry. Further reducing any barriers is SHAREs collaboration with virtually every housing agency in the cou
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ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$226,943
Liabilities
$60,520
Net assets
$166,423
Revenue
$339,937
Expenses
$395,016
Net income
-$55,079
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.54$0.38$0.16$1.80$1.93$0.13
2023Detailed filing. Detailed filing data is available for this year.$0.41$0.12$0.29$1.31$1.27$0.03
2022Detailed filing. Detailed filing data is available for this year.$0.39$0.10$0.29$0.77$0.65$0.12
2021Detailed filing. Detailed filing data is available for this year.$0.23$0.06$0.17$0.34$0.40$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.31$0.21$0.10