Civic Intelligence

Share Homes Inc.

990 • Fiscal year 2022 • EIN 94-3042623

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 15, 2023

300 West Lodi AveLodi, CA 95240

(209) 334-6376

Siviq Scores

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

Liabilities / Assets

75th percentile

0.29x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

55th percentile

0.11x

Higher debt load relative to revenue than 55% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

51st percentile

7.1%

Higher net margin than 51% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

63rd percentile

$88,518

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 7.7% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

88th percentile

48%

Faster asset growth than 88% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

74th percentile

32%

Faster revenue growth than 74% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Assets

Up

$432,003

Up $140,040 (+48%) from 2021

Net Assets

Up

$304,925

Up $81,863 (+37%) from 2021

Liabilities

Up

$127,078

Up $58,177 (+84%) from 2021

Revenue

Up

$1,153,510

Up $279,936 (+32%) from 2021

Expenses

Up

$1,071,647

Up $212,598 (+25%) from 2021

Net Income

Up

$81,863

Up $67,338 (+464%) from 2021

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0-$200KAssets 2010: $96,449Liabilities 2010: $120,234Net Assets 2010: -$23,7852010Assets 2011: $92,230Liabilities 2011: $133,564Net Assets 2011: -$41,3342011Assets 2012: $95,328Liabilities 2012: $68,239Net Assets 2012: $27,0892012Assets 2013: $76,019Liabilities 2013: $55,647Net Assets 2013: $20,3722013Assets 2014: $155,127Liabilities 2014: $35,953Net Assets 2014: $119,1742014Assets 2015: $63,781Liabilities 2015: $47,867Net Assets 2015: $15,9142015Assets 2016: $240,249Liabilities 2016: $50,140Net Assets 2016: $190,1092016Assets 2017: $266,151Liabilities 2017: $97,704Net Assets 2017: $168,4472017Assets 2018: $376,047Liabilities 2018: $100,232Net Assets 2018: $275,8152018Assets 2019: $301,276Liabilities 2019: $107,125Net Assets 2019: $194,1512019Assets 2020: $305,210Liabilities 2020: $96,673Net Assets 2020: $208,5372020Assets 2021: $291,963Liabilities 2021: $68,901Net Assets 2021: $223,0622021Assets 2022: $432,003Liabilities 2022: $127,078Net Assets 2022: $304,9252022Assets 2023: $630,960Liabilities 2023: $193,687Net Assets 2023: $437,2732023Assets 2024: $549,862Liabilities 2024: $140,036Net Assets 2024: $409,8262024

Highlighted filing

2022

Assets$432,003
Liabilities$127,078
Net Assets$304,925

Operations Trend

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

$1.5M$1.0M$500K$0-$500KRevenue 2010: $643,918Expenses 2010: $712,928Net Income 2010: -$69,0102010Revenue 2011: $759,368Expenses 2011: $780,634Net Income 2011: -$21,2662011Revenue 2012: $841,256Expenses 2012: $754,103Net Income 2012: $87,1532012Revenue 2013: $737,502Expenses 2013: $744,219Net Income 2013: -$6,7172013Revenue 2014: $915,390Expenses 2014: $816,588Net Income 2014: $98,8022014Revenue 2015: $990,472Expenses 2015: $1,027,847Net Income 2015: -$37,3752015Revenue 2016: $1,027,598Expenses 2016: $860,089Net Income 2016: $167,5092016Revenue 2017: $884,828Expenses 2017: $906,490Net Income 2017: -$21,6622017Revenue 2018: $1,072,447Expenses 2018: $965,079Net Income 2018: $107,3682018Revenue 2019: $891,309Expenses 2019: $972,973Net Income 2019: -$81,6642019Revenue 2020: $882,311Expenses 2020: $865,749Net Income 2020: $16,5622020Revenue 2021: $873,574Expenses 2021: $859,049Net Income 2021: $14,5252021Revenue 2022: $1,153,510Expenses 2022: $1,071,647Net Income 2022: $81,8632022Revenue 2023: $1,220,072Expenses 2023: $1,087,724Net Income 2023: $132,3482023Revenue 2024: $954,312Expenses 2024: $993,414Net Income 2024: -$39,1022024

Highlighted filing

2022

Revenue$1,153,510
Expenses$1,071,647
Net Income$81,863
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 15, 2023
Return Version
2022v5.0
Gross Receipts
$1,153,510
Mission and Program Overview

Mission

It is the mission of Share Homes Family Services to enhance the lives of children by assisting parents through the adoption and foster care process, supervised visitation, counseling and parenting classes with the continued goal of protecting children at all times.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$138,704$303,709▲ $165,005
Accounts Receivable$122,039$77,636▼ $44,403
Land, Buildings, and Equipment, Net$8,801$32,150▲ $23,349
Prepaid Expenses and Deferred Charges$18,819$14,908▼ $3,911
Total Assets$291,963$432,003▲ $140,040
Other Assets Total$3,600$3,600→ $0
Liabilities
Accounts Payable and Accrued Expenses$67,471$125,648▲ $58,177
Other Liabilities$1,430$1,430→ $0
Total Liabilities$68,901$127,078▲ $58,177
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$223,062$304,925▲ $81,863
Total Net Assets Fund Balance$223,062$304,925▲ $81,863
Total Liabilities and Net Assets / Fund Balance$291,963$432,003▲ $140,040

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$32,150$36,754$68,904
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Malcolm BereanCo-Executive DirectorFT$88,518$88,518
Mary MoliniCo-Executive DirectorFT$88,518$88,518

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,143,167
Investment Income
$0
Other Revenue
$10,343
Change in Net Assets
$81,863

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,153,510
Total Revenue per Audited Statements
$1,153,510
Total Revenue per Form 990
$1,153,510
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$716,605
Salaries, Compensation, and Employee Benefits$355,042
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees-$177,036-$177,036
Other Salaries and Wages$141,116--$141,116
Occupancy$30,700$13,300-$44,000
All Other Expenses$37,533--$37,533
Insurance$31,050$2,901-$33,951
Payroll Taxes$15,660$15,548-$31,208
Fees for Services Other$1,417$21,808-$23,225
Other Expenses$4,610$13,329-$17,939
Depreciation Depletion$10,883--$10,883
Office Expenses$8,998$1,472-$10,470
Other Employee Benefits-$5,682-$5,682
Advertising$402$1,934-$2,336
Interest$944--$944
Conferences and Meetings$849--$849
Total Functional Expenses$813,022$258,625$0$1,071,647

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,071,647
Total Expenses per Audited Statements$1,071,647
Total Expenses per Form 990$1,071,647
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
Federal income taxes$1,430
MBZ financial-
Copier lease payable-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
No
Backup withholding compliance
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
Yes
Other officer compensation reviewed
No
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, Line 11B

Form 990 is prepared by an outside tax professional. The form is then reviewed by the Organization management. A management representative authorizes the final form 990, which is then e-filed with the IRS.

Form 990, Part VI, Line 12C

Member of the Board of Directors reviews all potential conflicts of interest annually. All personnel and the Board of Directors are required to disclose potential conflicts and any related party affiliations. The Organization seeks full transparency in all relationships. Any potential conflicts would be discussed openly and resolved in accordance with the Organizations policies and procedures.

Form 990, Part VI, Line 15A

Members of the Board of Directors review the compensation of all high-level personnel periodically.

Form 990, Part VI, Line 19

The governing documents, financial statements, and other legal filings are maintained in a secure environment and available for inspection by tax authorities and the general public. All the above-mentioned documents are available for physical inspection at the main office in Manteca, California.

Filing and Contact Details

Filer

Filer Name
Share Homes Inc
EIN
94-3042623
Phone
2093346376
Address
300 West Lodi Ave, Lodi, CA 95240

Signing Officer

Name
Malcolm Berean
Title
Executive Director
Phone
2093346376
Signed
2023-10-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Malcolm Berean
Formed
1987
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
13

Preparer

Firm
St Group Pc
Address
1860 HOWE AVE STE 260, SACRAMENTO, CA 95825
Preparer
Andrew V Topchiy CPA
Phone
9164246233
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

An annual audit is performed by an independent CPA firm, and the Board of Directors assumes responsibility for its oversight.

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IRS990/PrincipalOfficerNm0Malcolm Berean
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0Child placement fees
IRS990/ProgramServiceRevenueGrp/Desc1Adoption services
IRS990/ProgramServiceRevenueGrp/Desc2Counseling services
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01074705
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt124000
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt244462
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01074705
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt124000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt244462
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0531110
IRS990/PYOtherRevenueAmt01770
IRS990/PYProgramServiceRevenueAmt0871804
IRS990/PYRevenuesLessExpensesAmt014525
IRS990/PYSalariesCompEmpBnftPaidAmt0327939
IRS990/PYTotalExpensesAmt0859049
IRS990/PYTotalRevenueAmt0873574
IRS990/QuidProQuoContributionsInd0false
IRS990/QuidProQuoContriDisclInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt081863
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01153510
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0871804
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0828922
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0891309
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01063219
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt04808764
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportPY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt04808764
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01153510
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0871804
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0828922
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0891309
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01063219
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt04808764
IRS990ScheduleA/TotalSupportAmt04808764
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt032150
IRS990ScheduleD/EquipmentGrp/DepreciationAmt036754
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt068904
IRS990ScheduleD/ExpensesSubtotalAmt01071647
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01430
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Federal income taxes
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1MBZ financial
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2Copier lease payable
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Financial derivatives and other financial products
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Closely-held equity interests
IRS990ScheduleD/RevenueSubtotalAmt01153510
IRS990ScheduleD/TotalBookValueLandBuildingsAmt032150
IRS990ScheduleD/TotalExpensesPerForm990Amt01071647
IRS990ScheduleD/TotalLiabilityAmt01430
IRS990ScheduleD/TotalRevenuePerForm990Amt01153510
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01153510
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01071647
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Form 990 is prepared by an outside tax professional. The form is then reviewed by the Organization management. A management representative authorizes the final form 990, which is then e-filed with the IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Member of the Board of Directors reviews all potential conflicts of interest annually. All personnel and the Board of Directors are required to disclose potential conflicts and any related party affiliations. The Organization seeks full transparency in all relationships. Any potential conflicts would be discussed openly and resolved in accordance with the Organizations policies and procedures.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Members of the Board of Directors review the compensation of all high-level personnel periodically.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The governing documents, financial statements, and other legal filings are maintained in a secure environment and available for inspection by tax authorities and the general public. All the above-mentioned documents are available for physical inspection at the main office in Manteca, California.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4An annual audit is performed by an independent CPA firm, and the Board of Directors assumes responsibility for its oversight.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part XII, Line 2c
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0291963
IRS990/TotalAssetsEOYAmt0432003
IRS990/TotalAssetsGrp/BOYAmt0291963
IRS990/TotalAssetsGrp/EOYAmt0432003
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt013
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0258625
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0813022
IRS990/TotalFunctionalExpensesGrp/TotalAmt01071647
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt068901
IRS990/TotalLiabilitiesEOYAmt0127078
IRS990/TotalLiabilitiesGrp/BOYAmt068901
IRS990/TotalLiabilitiesGrp/EOYAmt0127078
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0223062
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0304925
IRS990/TotalProgramServiceExpensesAmt0813022
IRS990/TotalProgramServiceRevenueAmt01143167
IRS990/TotalReportableCompFromOrgAmt0177036
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01153510
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01153510
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0291963
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0432003
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0400 South Fairmont Avenue
IRS990/USAddress/CityNm0Lodi
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd095240
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0www.sharehomes.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Malcolm Berean
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum02093346376
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Share Homes Inc

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.55$0.14$0.41$0.95$0.99$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.63$0.19$0.44$1.22$1.09$0.13
2022Detailed filing. Detailed filing data is available for this year.$0.43$0.13$0.30$1.15$1.07$0.08
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.29$0.07$0.22$0.87$0.86$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.31$0.10$0.21$0.88$0.87$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.30$0.11$0.19$0.89$0.97$0.08
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.38$0.10$0.28$1.07$0.97$0.11
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.27$0.10$0.17$0.88$0.91$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.24$0.05$0.19$1.03$0.86$0.17
2015Detailed filing. Detailed filing data is available for this year.$0.06$0.05$0.02$0.99$1.03$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.16$0.04$0.12$0.92$0.82$0.10
2013Detailed filing. Detailed filing data is available for this year.$0.08$0.06$0.02$0.74$0.74$0.01
2012Summary only. Only limited summary data is available for this year.$0.10$0.07$0.03$0.84$0.75$0.09
2011Summary only. Only limited summary data is available for this year.$0.09$0.13$0.04$0.76$0.78$0.02
2010Summary only. Only limited summary data is available for this year.$0.10$0.12$0.02$0.64$0.71$0.07