Civic Intelligence

Shelterwell Inc.

EIN 92-3546016 • 501(c)3 • Oklahoma City, OK

Pub. 78 Eligible

View Organization Page

Profile

Shelterwell fosters a spirit of connected community, centered on the belief that housing is a human right.

629 W Main StreetOklahoma City, OK 73102

www.shelterwell.org

Siviq Scores

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

Liabilities / Assets

100th percentile

15.07x

Higher debt load relative to assets than 100% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

56th percentile

0.03x

Higher debt load relative to revenue than 56% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

35th percentile

-2.5%

Higher net margin than 35% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Revenue Growth

86th percentile

58%

Faster revenue growth than 86% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets100th percentile

Assets

Up

$1,891

Up $5,160 (+158%) from 2023

Liabilities

Up

$28,504

Up $28,504 from 2023

Net Assets

Down

-$26,613

Down $23,344 (-714%) from 2023

Operations
Liabilities / Revenue56th percentileNet Margin35th percentile

Revenue

Up

$952,657

Up $348,083 (+58%) from 2023

Expenses

Up

$976,001

Up $368,158 (+61%) from 2023

Net Income

Down

-$23,344

Down $20,075 (-614%) from 2023

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$40K$20K$0-$20K-$40KAssets 2023: -$3,269Liabilities 2023: $0Net Assets 2023: -$3,2692023Assets 2024: $1,891Liabilities 2024: $28,504Net Assets 2024: -$26,6132024

Highlighted filing

2024

Assets$1,891
Liabilities$28,504
Net Assets-$26,613
Open 2024 Filing

Operations Trend

Revenue Growth86th percentile

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

$1.0M$500K$0-$500KRevenue 2023: $604,574Expenses 2023: $607,843Net Income 2023: -$3,2692023Revenue 2024: $952,657Expenses 2024: $976,001Net Income 2024: -$23,3442024

Highlighted filing

2024

Revenue$952,657
Expenses$976,001
Net Income-$23,344
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,891
Liabilities
$28,504
Net assets
-$26,613
Revenue
$952,657
Expenses
$976,001
Net income
-$23,344
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.02$0.29$0.27$9.53$9.76$0.23
2023Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$6.05$6.08$0.03
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 10, 2025
Return Version
2024v5.2
Gross Receipts
$952,657
Mission and Program Overview

Mission

Shelterwell fosters a spirit of connected community, centered on the belief that housing is a human right.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$15,313$12,032▼ $3,281
Prepaid Expenses and Deferred Charges$7,900--
Inventories for Sale or Use-$898-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Cash and Non-Interest-Bearing Accounts$-26,482$-11,039▲ $15,443
Rtn Earn Endowment Incm Other Fnds$-3,269$-26,613▼ $23,344
Total Assets$-3,269$1,891▲ $5,160
Liabilities
Deferred Revenue-$28,504-
Total Liabilities$0$28,504▲ $28,504
Net Assets / Fund Balance
Total Net Assets Fund Balance$-3,269$-26,613▼ $23,344
Total Liabilities and Net Assets / Fund Balance$-3,269$1,891▲ $5,160

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$12,032$4,375$16,407
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Amy ColdrenChief Executive OfficerFT$110,077$5,404$115,481
Grace HillChief Operations OfficerFT$90,226$5,072$95,298

Board Members and Trustees

NameTitle
Alex KaiserPresident and Director
Markus SmithVice President and Director
Ginny Bass CarlDirector
Sam Wargin GrimaldoDirector
Susan AgelDirector
Teresa RoseDirector
Cassidy ThompsonSecretary and Director
Michael MilliganTreasurer and Director
Revenue and Support

Revenue Composition

Contributions and Grants
$945,691
Program Service Revenue
$4,199
Investment Income
$2,484
Other Revenue
$283
All Other Contributions
$50,569
Change in Net Assets
$-23,344
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$786,645
Other Expenses$189,356
Total Fundraising Expense$95,783
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$464,807--$464,807
Current Officers, Directors, Trustees, and Key Employees-$126,467$84,311$210,778
Occupancy$50,348$6,140$4,912$61,400
Payroll Taxes-$54,376-$54,376
Fees for Services Management-$46,460-$46,460
Other Employee Benefits$3,074$42,592-$45,666
Office Expenses$6,651$3,503$6,093$16,247
Fees for Services Accounting-$12,800-$12,800
Pension Plan Contributions-$11,018-$11,018
Fees for Services Other-$10,544-$10,544
Other Expenses$9,708$322$73$10,103
Depreciation Depletion$2,133$820$328$3,281
Travel$2,372--$2,372
Conferences and Meetings$12,000$-10,788-$1,212
Insurance-$876-$876
Information Technology$154-$66$220
Total Functional Expenses$551,247$328,971$95,783$976,001
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
Yes
Other officer compensation reviewed
Yes
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, Part VI, Section B, Line 11B

“The board of directors and management review and approve the form 990 thoroughly before it is signed and filed with the internal revenue service.”

Form 990, Part VI, Section B, Line 12C

“In connection with any actual or possible conflict of interest, an interested person shall disclose the existence of the financial interest and be given the opportunity to disclose all material facts to the directors and members of committees with board delegated power who are considering a proposed transaction or arrangement. The conflict of interest disclosure questionnaire is to be completed on an annual basis by officers, directors, key employees, and members of board committees. These are signed by the employee, become part of record, and are monitored by the board.”

Form 990, Part VI, Section B, Line 15

“The organization uses the most recent and updated version of the compensation report an analysis of oklahoma nonprofits. On an annual basis, the executive committee or board shall review the compensation arrangements for the ceo and other officers.”

Form 990, Part VI, Section C, Line 19

“They are available upon request.”

Filing and Contact Details

Filer

Filer Name
Shelterwell Inc
EIN
92-3546016
Phone
4059536414
Address
629 W MAIN STREET, OKLAHOMA CITY, OK 73102

Signing Officer

Name
Grace Hill
Title
Chief Operating Officer
Phone
4059536414
Signed
2025-11-10

Organization Details

Principal Officer
Grace Hill
Formed
2023
Legal Domicile
Ok
Voting Board Members
8
Independent Board Members
8
Employees
10
Volunteers
0

Preparer

Firm
Smith Carney & Co Pc
Address
5100 N BROOKLINE SUITE 1000, OKLAHOMA CITY, OK 73112-3627
Preparer
Matthew J Major
Phone
4052721040
Raw XML AppendixShowing 400 of 405 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/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SHELTERWELL FOSTERS A SPIRIT OF CONNECTED COMMUNITY, CENTERED ON THE BELIEF THAT HOUSING IS A HUMAN RIGHT.
IRS990/AllOtherContributionsAmt050569
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SHELTERWELL INC
IRS990/BooksInCareOfDetail/PhoneNum04059536414
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0629 W MAIN STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0OKLAHOMA CITY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OK
IRS990/BooksInCareOfDetail/USAddress/ZIPCd073102
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0-26482
IRS990/CashNonInterestBearingGrp/EOYAmt0-11039
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt084311
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0126467
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0210778
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0-10788
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt012000
IRS990/ConferencesMeetingsGrp/TotalAmt01212
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0945691
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt02484
IRS990/CYOtherExpensesAmt0189356
IRS990/CYOtherRevenueAmt0283
IRS990/CYProgramServiceRevenueAmt04199
IRS990/CYRevenuesLessExpensesAmt0-23344
IRS990/CYSalariesCompEmpBnftPaidAmt0786645
IRS990/CYTotalExpensesAmt0976001
IRS990/CYTotalFundraisingExpenseAmt095783
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0952657
IRS990/DAFExcessBusinessHoldingsInd00
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/EOYAmt028504
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/FundraisingAmt0328
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt0820
IRS990/DepreciationDepletionGrp/ProgramServicesAmt02133
IRS990/DepreciationDepletionGrp/TotalAmt03281
IRS990/Desc0IN 2024, SHELTERWELL WORKED TO EXPAND LIVESTEADY, A SEVEN-LESSON TENANT CURRICULUM. BY PARTNERING WITH LOCAL NONPROFITS, OUR CLIENT ADVOCATES GUIDE TENANTS THROUGH VARIOUS TOPICS, INCLUDING FINANCIAL LITERACY, FINDING A RENTAL, THE APPLICATION PROCESS, MAINTAINING A HOME, COMMUNICATION, AND OVERCOMING CHALLENGES. LESSONS ARE TAUGHT IN PERSON WITH ONE-HOUR SESSIONS, AND STUDENTS RECEIVE A WORKBOOK. ONLINE CLASSES CAN BE MADE AVAILABLE IF NEEDED. ONCE PARTICIPANTS COMPLETE THE COURSE, THEY RECEIVE A CERTIFICATE TO SHOW LANDLORDS WHAT THEY'VE LEARNED. 42% OF TIME AND RESOURCES WERE USED FOR THIS PROGRAM.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DistributionToDonorInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt010
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt0231524
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditPerformedInd01
IRS990/FederalGrantAuditRequiredInd01
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt012800
IRS990/FeesForServicesAccountingGrp/TotalAmt012800
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt046460
IRS990/FeesForServicesManagementGrp/TotalAmt046460
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt010544
IRS990/FeesForServicesOtherGrp/TotalAmt010544
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form1098CFiledInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form8899Filedind00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt940.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt85404
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt95072
IRS990/Form990PartVIISectionAGrp/PersonNm0ALEX KAISER
IRS990/Form990PartVIISectionAGrp/PersonNm1MARKUS SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm2MICHAEL MILLIGAN
IRS990/Form990PartVIISectionAGrp/PersonNm3CASSIDY THOMPSON
IRS990/Form990PartVIISectionAGrp/PersonNm4SUSAN AGEL
IRS990/Form990PartVIISectionAGrp/PersonNm5SAM WARGIN GRIMALDO
IRS990/Form990PartVIISectionAGrp/PersonNm6GINNY BASS CARL
IRS990/Form990PartVIISectionAGrp/PersonNm7TERESA ROSE
IRS990/Form990PartVIISectionAGrp/PersonNm8AMY COLDREN
IRS990/Form990PartVIISectionAGrp/PersonNm9GRACE HILL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8110077
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt990226
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT AND DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE PRESIDENT AND DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER AND DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY AND DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8CHIEF EXECUTIVE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt9CHIEF OPERATIONS OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02023
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GovernmentGrantsAmt0895122
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0952657
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt066
IRS990/InformationTechnologyGrp/ProgramServicesAmt0154
IRS990/InformationTechnologyGrp/TotalAmt0220
IRS990/InsuranceGrp/ManagementAndGeneralAmt0876
IRS990/InsuranceGrp/TotalAmt0876
IRS990/InventoriesForSaleOrUseGrp/EOYAmt0898
IRS990/InvestmentIncomeGrp/ExclusionAmt02484
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02484
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04375
IRS990/LandBldgEquipBasisNetGrp/BOYAmt015313
IRS990/LandBldgEquipBasisNetGrp/EOYAmt012032
IRS990/LandBldgEquipCostOrOtherBssAmt016407
IRS990/LegalDomicileStateCd0OK
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SHELTERWELL FOSTERS A SPIRIT OF CONNECTED COMMUNITY, CENTERED ON THE BELIEF THAT HOUSING IS A HUMAN RIGHT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0-3269
IRS990/NetAssetsOrFundBalancesEOYAmt0-26613
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt04912
IRS990/OccupancyGrp/ManagementAndGeneralAmt06140
IRS990/OccupancyGrp/ProgramServicesAmt050348
IRS990/OccupancyGrp/TotalAmt061400
IRS990/OfficeExpensesGrp/FundraisingAmt06093
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt03503
IRS990/OfficeExpensesGrp/ProgramServicesAmt06651
IRS990/OfficeExpensesGrp/TotalAmt016247
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt042592
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt03074
IRS990/OtherEmployeeBenefitsGrp/TotalAmt045666
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/Desc1MEMBERSHIP AND DUES FEE
IRS990/OtherExpensesGrp/FundraisingAmt073
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt023841
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1322
IRS990/OtherExpensesGrp/ProgramServicesAmt09708
IRS990/OtherExpensesGrp/TotalAmt023841
IRS990/OtherExpensesGrp/TotalAmt110103
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0283
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0283
IRS990/OtherRevenueTotalAmt0283
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0464807
IRS990/OtherSalariesAndWagesGrp/TotalAmt0464807
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt054376
IRS990/PayrollTaxesGrp/TotalAmt054376
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt011018
IRS990/PensionPlanContributionsGrp/TotalAmt011018
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07900
IRS990/PrincipalOfficerNm0GRACE HILL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0SERVICE INCOME
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt04199
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt04199
IRS990/ProgSrvcAccomActy2Grp/Desc0SHELTERWELL'S EVICTION PREVENTION TEAM ATTENDS THE OKLAHOMA COUNTY FORCIBLE ENTRY AND DETAINER DOCKET DAILY TO PROVIDE MEDIATION SERVICES. OUR TRAINED MEDIATORS HELP TENANTS AND LANDLORDS NEGOTIATE DISAGREEMENTS AND CREATE A FRAMEWORK FOR FUTURE COMMUNICATION THROUGH MEDIATION, BOTH BEFORE AND AFTER AN EVICTION IS FILED. 37% OF TIME AND RESOURCES WERE USED FOR THIS PROGRAM IN 2024.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0203961
IRS990/ProgSrvcAccomActy3Grp/Desc0SHELTERWELL COLLECTS AND ANALYZES DATA TO SHARE INSIGHTS TO RAISE COMMUNITY AWARENESS AND IMPROVE HOUSING STABILITY IN OKLAHOMA. OUR EVICTION PREVENTION TEAM GATHERS FIRSTHAND INFORMATION WHILE ATTENDING FORCIBLE ENTRY AND DETAINER HEARINGS. ADDITIONAL INFORMATION IS COLLECTED FROM THE OKLAHOMA STATE COURTS NETWORK WEBSITE, OSCN.NET. 21% OF TIME AND RESOURCES WERE USED FOR THIS PROGRAM IN 2024.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0115762
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0604548
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt026
IRS990/PYOtherExpensesAmt0150644
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-3269
IRS990/PYSalariesCompEmpBnftPaidAmt0457199
IRS990/PYTotalExpensesAmt0607843
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0604574
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-23344
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0-3269
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0-26613
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE ORGANIZATION FILED ITS INITIAL TAX RETURN LAST YEAR AND THEREFORE, DOES NOT HAVE ANY PREVIOUS YEARS DATA TO CALCULATE THE 5 YEARS OF PUBLIC SUPPORT.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PUBLIC SUPPORT 5 YEARS
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0945691
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0604548
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01550239
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02484
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt026
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02510
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt04482
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99840
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt01550239
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0945691
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0604548
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01550239
IRS990ScheduleA/TotalSupportAmt01552749
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
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt012032
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt04375
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt016407
IRS990ScheduleD/TotalBookValueLandBuildingsAmt012032
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS AND MANAGEMENT REVIEW AND APPROVE THE FORM 990 THOROUGHLY BEFORE IT IS SIGNED AND FILED WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON SHALL DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH BOARD DELEGATED POWER WHO ARE CONSIDERING A PROPOSED TRANSACTION OR ARRANGEMENT. THE CONFLICT OF INTEREST DISCLOSURE QUESTIONNAIRE IS TO BE COMPLETED ON AN ANNUAL BASIS BY OFFICERS, DIRECTORS, KEY EMPLOYEES, AND MEMBERS OF BOARD COMMITTEES. THESE ARE SIGNED BY THE EMPLOYEE, BECOME PART OF RECORD, AND ARE MONITORED BY THE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION USES THE MOST RECENT AND UPDATED VERSION OF THE COMPENSATION REPORT AN ANALYSIS OF OKLAHOMA NONPROFITS. ON AN ANNUAL BASIS, THE EXECUTIVE COMMITTEE OR BOARD SHALL REVIEW THE COMPENSATION ARRANGEMENTS FOR THE CEO AND OTHER OFFICERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THEY ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0OK
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxableDistributionsInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0-3269
IRS990/TotalAssetsEOYAmt01891
IRS990/TotalAssetsGrp/BOYAmt0-3269
IRS990/TotalAssetsGrp/EOYAmt01891
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0945691
IRS990/TotalEmployeeCnt010
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt095783
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0328971
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0551247
IRS990/TotalFunctionalExpensesGrp/TotalAmt0976001
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt028504
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt028504
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-3269
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-26613
IRS990/TotalOtherCompensationAmt010476
IRS990/TotalProgramServiceExpensesAmt0551247
IRS990/TotalProgramServiceRevenueAmt04199
IRS990/TotalReportableCompFromOrgAmt0200303
IRS990/TotalRevenueGrp/ExclusionAmt02484
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04482
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0952657
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0-3269
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01891
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/ProgramServicesAmt02372
IRS990/TravelGrp/TotalAmt02372
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0629 W MAIN STREET
IRS990/USAddress/CityNm0OKLAHOMA CITY
IRS990/USAddress/StateAbbreviationCd0OK
IRS990/USAddress/ZIPCd073102
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0HTTPS://WWW.SHELTERWELL.ORG/
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0GRACE HILL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHIEF OPERATING OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum04059536414
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHELTERWELL INC
ReturnHeader/Filer/BusinessNameControlTxt0SHEL
ReturnHeader/Filer/EIN0923546016
ReturnHeader/Filer/PhoneNum04059536414
ReturnHeader/Filer/USAddress/AddressLine1Txt0629 W MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0OKLAHOMA CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OK
ReturnHeader/Filer/USAddress/ZIPCd073102
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731225615
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMITH CARNEY & CO PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05100 N BROOKLINE SUITE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OKLAHOMA CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0731123627
ReturnHeader/PreparerPersonGrp/PhoneNum04052721040
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATTHEW J MAJOR

Document Assets

No mirrored PDF or thumbnail assets are attached yet.