Civic Intelligence

Shelter America Group

990 • Fiscal year 2023 • EIN 91-1643002

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 15, 2024

Organization Profile

View Organization Page

9620 SW Bank RoadVashon, WA 98070

(206) 567-5540

Siviq Scores

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

Liabilities / Assets

75th percentile

0.49x

Higher debt load relative to assets than 75% of similar nonprofits.

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

Liabilities / Revenue

91st percentile

2.80x

Higher debt load relative to revenue than 91% of similar nonprofits.

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

Net Margin

59th percentile

7.4%

Higher net margin than 59% of similar nonprofits.

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

Top Officer Pay

28th percentile

$121,000

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 5.7% of source-year revenue.

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

Asset Growth

82nd percentile

27%

Faster asset growth than 82% of similar nonprofits.

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

Revenue Growth

96th percentile

188%

Faster revenue growth than 96% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets75th percentile

Assets

Flat

$12,095,927

Flat from 2023

Net Assets

Flat

$6,110,736

Flat from 2023

Liabilities

Flat

$5,985,191

Flat from 2023

Revenue And Expenses
Liabilities / Revenue91st percentileNet Margin59th percentile

Revenue

Flat

$2,134,100

Flat from 2023

Expenses

Flat

$1,975,444

Flat from 2023

Net Income

Flat

$158,656

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth82nd percentile

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

$30M$20M$10M$0Assets 2010: $3,388,251Liabilities 2010: $354,410Net Assets 2010: $3,033,8412010Assets 2011: $5,215,971Liabilities 2011: $360,048Net Assets 2011: $4,855,9232011Assets 2012: $4,912,426Liabilities 2012: $370,389Net Assets 2012: $4,542,0372012Assets 2013: $4,865,416Liabilities 2013: $365,228Net Assets 2013: $4,500,1882013Assets 2014: $4,946,114Liabilities 2014: $337,928Net Assets 2014: $4,608,1862014Assets 2015: $4,656,362Liabilities 2015: $343,341Net Assets 2015: $4,313,0212015Assets 2016: $4,740,431Liabilities 2016: $362,309Net Assets 2016: $4,378,1222016Assets 2017: $4,812,769Liabilities 2017: $380,289Net Assets 2017: $4,432,4802017Assets 2018: $6,670,115Liabilities 2018: $2,223,291Net Assets 2018: $4,446,8242018Assets 2019: $6,990,269Liabilities 2019: $2,210,194Net Assets 2019: $4,780,0752019Assets 2020: $6,345,944Liabilities 2020: $876,754Net Assets 2020: $5,469,1902020Assets 2021: $7,211,763Liabilities 2021: $1,819,916Net Assets 2021: $5,391,8472021Assets 2022: $9,559,471Liabilities 2022: $3,613,322Net Assets 2022: $5,946,1492022Assets 2023: $12,095,927Liabilities 2023: $5,985,191Net Assets 2023: $6,110,7362023Assets 2023: $12,095,927Liabilities 2023: $5,985,191Net Assets 2023: $6,110,7362023Assets 2024: $25,348,899Liabilities 2024: $11,942,622Net Assets 2024: $13,406,2772024

Highlighted filing

2023

Assets$12,095,927
Liabilities$5,985,191
Net Assets$6,110,736
Open 2023 Filing

Operations Trend

Revenue Growth96th percentile

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

$10M$5.0M$0-$5.0MRevenue 2010: -$3,547,869Expenses 2010: $453,763Net Income 2010: -$4,001,6322010Revenue 2011: $388,491Expenses 2011: $1,144,062Net Income 2011: -$755,5712011Expenses 2012: $1,109,3932012Revenue 2013: $1,112,799Expenses 2013: $1,150,103Net Income 2013: -$37,3042013Revenue 2014: $1,344,910Expenses 2014: $1,253,830Net Income 2014: $91,0802014Revenue 2015: $1,032,130Expenses 2015: $1,297,729Net Income 2015: -$265,5992015Revenue 2016: $1,300,095Expenses 2016: $1,236,478Net Income 2016: $63,6172016Revenue 2017: $1,279,322Expenses 2017: $1,281,793Net Income 2017: -$2,4712017Revenue 2018: $1,525,398Expenses 2018: $1,475,951Net Income 2018: $49,4472018Revenue 2019: $1,482,625Expenses 2019: $1,223,200Net Income 2019: $259,4252019Revenue 2020: $1,868,747Expenses 2020: $1,102,871Net Income 2020: $765,8762020Revenue 2021: $575,988Expenses 2021: $908,376Net Income 2021: -$332,3882021Revenue 2022: $741,071Expenses 2022: $1,104,462Net Income 2022: -$363,3912022Revenue 2023: $2,134,100Expenses 2023: $1,975,444Net Income 2023: $158,6562023Revenue 2023: $2,134,100Expenses 2023: $1,975,444Net Income 2023: $158,6562023Revenue 2024: $9,322,749Expenses 2024: $3,437,355Net Income 2024: $5,885,3942024

Highlighted filing

2023

Revenue$2,134,100
Expenses$1,975,444
Net Income$158,656
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 15, 2024
Return Version
2023v5.0
Gross Receipts
$2,134,100
Mission and Program Overview

Mission

To develop, acquire, construct, rehabilitate and operate housing for the very low income family and senior citizens and homes for the aging in washington, oregon and arizona.

To foster the provision of low-income housing, including but not limited to the construction, rehabilitationand acquisition of housing for low or very low-income individuals, families and seniors within the united states.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$6,163,917$7,154,735▲ $990,818
Cash and Non-Interest-Bearing Accounts$1,154,495$1,232,463▲ $77,968
Investments Other Securities$647,834$951,488▲ $303,654
Other Notes and Loans Receivable, Net$914,236$917,218▲ $2,982
Investments Program Related$211,538$50,246▼ $161,292
Prepaid Expenses and Deferred Charges$28,343$40,834▲ $12,491
Accounts Receivable$16,481$36,707▲ $20,226
Total Assets$9,559,471$12,095,927▲ $2,536,456
Other Assets Total$422,627$1,712,236▲ $1,289,609
Liabilities
Mortgage Notes Payable Secured by Investment Property$3,190,481$5,535,176▲ $2,344,695
Accounts Payable and Accrued Expenses$159,836$193,077▲ $33,241
Other Liabilities$166,060$170,708▲ $4,648
Deferred Revenue$96,945$86,230▼ $10,715
Total Liabilities$3,613,322$5,985,191▲ $2,371,869
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,946,149$6,110,736▲ $164,587
Total Net Assets Fund Balance$5,946,149$6,110,736▲ $164,587
Total Liabilities and Net Assets / Fund Balance$9,559,471$12,095,927▲ $2,536,456

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$4,989,041$7,262,913$12,251,954
Land$2,014,711-$1,889,711
Other Land Buildings$150,983$778,579$929,562
Other Assets Org$30,199--
Other Securities$951,488--
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Christopher BricPresident/diFT$121,000$121,000

Board Members and Trustees

NameTitle
Jayn K KellarDirector
Lisa OliverDirector
Robert JacobsonDirector
Timothy a FoxDirector
Michael ChellisSecretary/di
Bradley BullockVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,946,911
Investment Income
$137,264
Other Revenue
$49,925
Change in Net Assets
$158,656

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,134,100
Total Revenue per Audited Statements
$2,134,100
Total Revenue per Form 990
$2,134,100
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,975,444
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$334,268--$334,268
Fees for Services Management$264,103--$264,103
Other Expenses$193,293--$193,293
Insurance$167,556--$167,556
Interest$101,080--$101,080
All Other Expenses$58,060--$58,060
Fees for Services Accounting$16,239--$16,239
Fees for Services Legal$9,390--$9,390
Occupancy$4,585--$4,585
Travel$3,400--$3,400
Office Expenses$897--$897
Advertising$200--$200
Total Functional Expenses$1,975,444$0$0$1,975,444

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,975,444
Total Expenses per Audited Statements$1,975,444
Total Expenses per Form 990$1,975,444
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenant Security Deposits$102,737
Accrued Interest Payable$67,971
Governance and Compliance

Governance Checklist

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

Governance Explanations

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

“President reads the form 990 and compares information to the audited financial statements.”

Form 990, Page 6, Part VI, Line 19

“The form 990 and audited financial statements are made available to certain public entities. They are also distributed as required in order to secure funds necessary to produce their projects.”

Filing and Contact Details

Filer

Filer Name
Shelter America Group
EIN
91-1643002
Phone
2065675540
Address
9620 SW BANK ROAD, VASHON, WA 98070

Signing Officer

Name
Christopher Bric
Title
President/director
Phone
2065675540
Signed
2024-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Christopher Bric
Formed
1994
Legal Domicile
Wa
Voting Board Members
7
Independent Board Members
7
Employees
2

Preparer

Firm
LOVERIDGE HUNT & CO CPA'S
Address
14725 SE 36TH ST STE 401, BELLEVUE, WA 98006-1682
Preparer
Craig T Leong
Phone
4254532088
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt01826207
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0575988
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt01868747
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt01482625
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt06802531
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IRS990ScheduleD/BuildingsGrp/DepreciationAmt07262913
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt012251954
IRS990ScheduleD/ExpensesSubtotalAmt01975444
IRS990ScheduleD/LandGrp/BookValueAmt02014711
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0125000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt01889711
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt01323771
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt1203874
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2102409
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt351983
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt430199
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0PRE-DEVELOMENT COSTS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1REPLACEMENT RESERVE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2TENANT SECURITY DEPOSITS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3ACCRUED INTEREST RECEIVABLE
IRS990ScheduleD/OtherAssetsOrgGrp/Desc4OPERATIONG RESERVE
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0150983
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0778579
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0929562
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0102737
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt167971
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0TENANT SECURITY DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1ACCRUED INTEREST PAYABLE
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0951488
IRS990ScheduleD/OtherSecuritiesGrp/Desc0SECURITIES AND OTHER INVEST
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/RevenueSubtotalAmt02134100
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07154735
IRS990ScheduleD/TotalBookValueOtherAssetsAmt01712236
IRS990ScheduleD/TotalBookValueSecuritiesAmt0951488
IRS990ScheduleD/TotalExpensesPerForm990Amt01975444
IRS990ScheduleD/TotalLiabilityAmt0170708
IRS990ScheduleD/TotalRevenuePerForm990Amt02134100
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02134100
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01975444
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0PRESIDENT READS THE FORM 990 AND COMPARES INFORMATION TO THE AUDITED FINANCIAL STATEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 AND AUDITED FINANCIAL STATEMENTS ARE MADE AVAILABLE TO CERTAIN PUBLIC ENTITIES. THEY ARE ALSO DISTRIBUTED AS REQUIRED IN ORDER TO SECURE FUNDS NECESSARY TO PRODUCE THEIR PROJECTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingNACd0N/A
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IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdDisregardedEntitiesGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt0GROTTO HOUSING LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt1SAG ALDER RIDGE LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt2SAG HOLDING COMPANY
IRS990ScheduleR/IdDisregardedEntitiesGrp/DisregardedEntityName/BusinessNameLine1Txt3SHELTER AMERICA GROUP RUBY LLC
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN0412038559
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN1911643002
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN2911643002
IRS990ScheduleR/IdDisregardedEntitiesGrp/EIN3911643002
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd0WA
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd1WA
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd2WA
IRS990ScheduleR/IdDisregardedEntitiesGrp/LegalDomicileStateCd3WA
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt0REAL ESTAT
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt1REAL ESTAT
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt2REAL ESTAT
IRS990ScheduleR/IdDisregardedEntitiesGrp/PrimaryActivitiesTxt3REAL ESTAT
IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt0-25
IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt14
IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt25267
IRS990ScheduleR/IdDisregardedEntitiesGrp/TotalIncomeAmt314379
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IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt19620 SW BANK ROAD
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt29620 SW BANK ROAD
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/AddressLine1Txt39620 SW BANK ROAD
IRS990ScheduleR/IdDisregardedEntitiesGrp/USAddress/CityNm0VASHON
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0473044999
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN1814285399
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN2832444649
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN3831693722
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN4834389336

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,095,927
Liabilities
$5,985,191
Net assets
$6,110,736
Revenue
$2,134,100
Expenses
$1,975,444
Net income
$158,656
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.3$11.9$13.4$9.32$3.44$5.89
2023Detailed filing. Detailed filing data is available for this year.$12.1$5.99$6.11$2.13$1.98$0.16
2023Summary only. Only limited summary data is available for this year.$12.1$5.99$6.11$2.13$1.98$0.16
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.56$3.61$5.95$0.74$1.10$0.36
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.21$1.82$5.39$0.58$0.91$0.33
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.35$0.88$5.47$1.87$1.10$0.77
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.99$2.21$4.78$1.48$1.22$0.26
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.67$2.22$4.45$1.53$1.48$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.81$0.38$4.43$1.28$1.28$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.74$0.36$4.38$1.30$1.24$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.66$0.34$4.31$1.03$1.30$0.27
2014Summary only. Only limited summary data is available for this year.$4.95$0.34$4.61$1.34$1.25$0.09
2013Detailed filing. Detailed filing data is available for this year.$4.87$0.37$4.50$1.11$1.15$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.91$0.37$4.54$1.11
2011Summary only. Only limited summary data is available for this year.$5.22$0.36$4.86$0.39$1.14$0.76
2010Summary only. Only limited summary data is available for this year.$3.39$0.35$3.03$3.55$0.45$4.00