Civic Intelligence

Sheltered

990EZ • Fiscal year 2023 • EIN 86-1981396

Jan 01, 2023 to Dec 31, 2023 • Filed on Aug 06, 2024

Organization Profile
1959 Country Club DriveLancaster, SC 29720

(803) 287-4252

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • NTEE P20 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

63rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • NTEE P20 • <$500k nonprofits • Source year 2023

Net Margin

91st percentile

75%

Higher net margin than 91% of similar nonprofits.

2023 filings • NTEE P20 • <$500k nonprofits • Source year 2023

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • NTEE P20 • <$500k nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Balance Sheet
Liabilities / Assets63rd percentile

Assets

$117,438

No earlier filing loaded for comparison.

Net Assets

$117,438

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin91st percentile

Revenue

$72,304

No earlier filing loaded for comparison.

Expenses

$17,899

No earlier filing loaded for comparison.

Net Income

$54,405

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$300K$200K$100K$0Assets 2023: $117,438Liabilities 2023: $0Net Assets 2023: $117,4382023Assets 2024: $225,208Liabilities 2024: $0Net Assets 2024: $225,2082024

Highlighted filing

2023

Assets$117,438
Liabilities$0
Net Assets$117,438
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0Revenue 2023: $72,304Expenses 2023: $17,899Net Income 2023: $54,4052023Revenue 2024: $129,027Expenses 2024: $21,257Net Income 2024: $107,7702024

Highlighted filing

2023

Revenue$72,304
Expenses$17,899
Net Income$54,405
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Aug 6, 2024
Return Version
2023v5.1
Gross Receipts
$72,304
Mission and Program Overview

Mission

Provide for homeless needs in lancaster

Program Services

DescriptionGrantsExpenses
PROVIDED MOTEL ROOMS-$2,105
PROVIDED MOBILE SHOWERS-$1,866
PURCHASED MEALS FOR HOMELESS-$952
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES MILLERExecutive DirectorPT$0--
BRYANT BLAKLEYPresident-$0--
DEENA TOTHEROWTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Sheltered of Lancaster
EIN
86-1981396
Address
1959 COUNTRY CLUB DRIVE, LANCASTER, SC 29720

Signing Officer

Name
James Miller
Title
Executive Direc
Phone
8032874252
Signed
2024-08-06
Discuss with paid preparer
Yes

Preparer

Firm
Hess Tax & Accounting Group LLC
Address
401 NORTH MAIN ST, LANCASTER, SC 29720
Preparer
John Hess
Phone
8032839989
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description amountcharitable 7,127insurance 789gifts 60automobile 213dues 350supplies 1,780bank fees 110program supplies 4,923”

Raw XML Appendix126 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JAMES MILLER
IRS990EZ/BooksInCareOfDetail/PhoneNum08032874252
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01959 COUNTRY CLUB DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0LANCASTER
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0SC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd029720
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt063033
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0117438
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt071257
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt054405
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01725
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt063033
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0117438
IRS990EZ/FundraisingGrossIncomeAmt0856
IRS990EZ/GrossReceiptsAmt072304
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0191
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt063033
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0117438
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt063033
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0117438
IRS990EZ/OccupancyRentUtltsAndMaintAmt0586
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt020.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JAMES MILLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1BRYANT BLAKLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DEENA TOTHEROW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt015352
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE FOR HOMELESS NEEDS IN LANCASTER
IRS990EZ/PrintingPublicationsPostageAmt0236
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PURCHASED MEALS FOR HOMELESS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1PROVIDED MOBILE SHOWERS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2PROVIDED MOTEL ROOMS
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0952
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11866
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt22105
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsNetIncomeLossAmt0856
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0SC
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt017899
IRS990EZ/TotalProgramServiceExpensesAmt04923
IRS990EZ/TotalRevenueAmt072304
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/ChurchInd0X
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTCHARITABLE 7,127INSURANCE 789GIFTS 60AUTOMOBILE 213DUES 350SUPPLIES 1,780BANK FEES 110PROGRAM SUPPLIES 4,923
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIREC
ReturnHeader/BusinessOfficerGrp/PhoneNum08032874252
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-08-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHELTERED OF LANCASTER
ReturnHeader/Filer/BusinessNameControlTxt0SHEL
ReturnHeader/Filer/EIN0861981396
ReturnHeader/Filer/USAddress/AddressLine1Txt01959 COUNTRY CLUB DRIVE
ReturnHeader/Filer/USAddress/CityNm0LANCASTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0SC
ReturnHeader/Filer/USAddress/ZIPCd029720
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0843583578
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HESS TAX & ACCOUNTING GROUP LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0401 NORTH MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LANCASTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0SC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd029720
ReturnHeader/PreparerPersonGrp/PhoneNum08032839989
ReturnHeader/PreparerPersonGrp/PreparationDt02024-08-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John Hess
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-08-12T13:28:26-04:00
ReturnHeader/ReturnTypeCd0990EZ
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 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$117,438
Liabilities
$0
Net assets
$117,438
Revenue
$72,304
Expenses
$17,899
Net income
$54,405
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$1.29$0.21$1.08
2023Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.72$0.18$0.54