2025-01-17T14:49:13-08:00 2024-06-30 461594234 Boggeln & Company Inc 215 1/2 Main Street Huntington Beach CA 92648 990 2023-07-01 680117241 SHELTER INC SHEL 9259577595 PO BOX 5368 CONCORD CA 94524 John Eckstrom CEO 2025-01-17 true true CHERI L BOGGELN P00854324 7143747434 2023 2024-10-15 13:58:12Z JOHN ECKSTROM 24634528 false X WWW.SHELTERINC.ORG X 1986 CA THE MISSION OF SHELTER, INC. IS TO PREVENT AND END HOMELESSNESS FOR LOW-INCOME, HOMELESS, AND DISADVANTAGED FAMILIES AND INDIVIDUALS BY PROVIDING HOUSING, SERVICES, SUPPORT, AND RESOURCES THAT LEAD TO SELF-SUFFICIENCY. 13 12 266 690 0 16511851 20814288 3673335 1285654 -67 303916 -71445 -76312 20113674 22327546 0 0 8302016 10047641 0 615476 13642876 14462623 21944892 24510264 -1831218 -2182718 14879851 13318139 8131483 8075025 6748368 5243114 THE MISSION OF SHELTER, INC. IS TO PREVENT AND END HOMELESSNESS FOR LOW-INCOME, HOMELESS, AND DISADVANTAGED FAMILIES AND INDIVIDUALS BY PROVIDING HOUSING, SERVICES, SUPPORT, AND RESOURCES THAT LEAD TO SELF-SUFFICIENCY. false false 19791697 1585643 SHELTER, INC.S WORK ENCOMPASSES THREE MAIN ELEMENTS:PREVENTING HOMELESSNESS: PREVENTION IS A COST-EFFECTIVE AND HUMANE STRATEGY FOR ADDRESSING THE NEEDS OF FAMILIES AND INDIVIDUALS WHO ARE AT-RISK OF HOMELESSNESS, USUALLY AS A RESULT OF AN UNEXPECTED EVENT WHICH TEMPORARILY MAKES THEM UNABLE TO MEET THEIR RENT OBLIGATIONS. DEPENDING ON THEIR LEVEL OF RISK, HOUSEHOLDS ARE OFFERED INDIVIDUALIZED FINANCIAL ASSISTANCE EITHER ON A ONE-TIME BASIS REFERRED TO OTHER SHORT TERM PROGRAMS (TYPICALLY 3 TO 12 MONTHS) TO PROVIDE THEM INCREASING SUPPORT AS THEY STABILIZE THEIR HOUSING AND DEVELOP RESOURCES FOR GREATER FINANCIAL SELF-SUFFICIENCY.ENDING THE CYCLE OF HOMELESSNESS: SHELTER, INC. PROVIDES HOMELESS FAMILIES AND INDIVIDUALS WITH INTERIM AND PERMANENT HOUSING OPPORTUNITIES AND SERVICES TO HELP THEM REGAIN HOUSING ANDINCREASED SELF-SUFFICIENCY. THIS HOUSING FIRST APPROACH IS DESIGNED TO HELP REDUCE THE INCIDENCES AND DURATION OF HOMELESSNESS FOR LOW-INCOME AND DISADVANTAGED PEOPLE WHO ARE ELIGIBLE UNDER A VARIETY OF PUBLICLY-FUNDED HOUSING PROGRAMS. SERVICES THAT ARE CRITICAL TO SUCCESS INCLUDE ONE-ON-ONE CASE MANAGEMENT, HOUSING SEARCH ASSISTANCE, EMPLOYMENT SERVICES, EDUCATION, MENTAL HEALTH COUNSELING, AND BUDGETING GUIDANCE.PROVIDING AFFORDABLE HOUSING: AFFORDABLE HOUSING MEANS HAVING A SAFE PLACE TO LIVE AT A PRICE YOU CAN AFFORD. IT CURRENTLY TAKES 4.5 FULL-TIME MINIMUM WAGE JOBS TO AFFORD A TWO-BEDROOM APARTMENT IN CONTRA COSTA COUNTY. SHELTER, INC. OWNS AND MASTER LEASES UNITS THAT OFFER SAFE, QUALITY RENTAL UNITS AT AFFORDABLE RENTS OR WHICH ARE SUBSIDIZED FOR ELIGIBLE PROGRAM PARTICIPANTS TO INCREASE THE STOCK OF UNITS ACCESSIBLE TO VULNERABLE FAMILIES AND INDIVIDUALS. 19791697 true true false false false false false false false true true false false true true true false true false false false false false false true false false false false true false false false false false false false false true true false false false true true true false false true 323 0 true 266 true false false false false false false false 0 false false false true false false false X 13 12 false false false false false false false true true false false true true true true true true true true false CA X X sarah spector 9259577595 PO BOX 5368 CONCORD CA 94524 John Eckstrom CEO 40.00 0.00 X 293396 0 23461 Brandon Wirth Sr. Program Director 40.00 0.00 130497 0 23051 Kim Ritchie Director of HR 40.00 0.00 136024 0 14814 Andrea Foti Sr. Program Dir 40.00 0.00 135797 0 12924 Adam Eckstrom Dir of IT 40.00 0.00 136039 0 10782 Julie Ann Clemens Dir of Development 40.00 0.00 128868 0 15986 Kevin Lewis Dir of Property 40.00 0.00 130460 0 7164 Janel Fletcher Dir of Data Analyt 40.00 0.00 123377 0 10611 BRAD HERSHEY Secretary 1.00 0.00 X X 0 0 0 Paul DeChant Director 1.00 0.00 X 0 0 0 Alan Ikeya Director 1.00 0.00 X 0 0 0 Peter Eberle FINANCE CHAIR 1.00 3.00 X 0 0 0 Jennifer Angel Director 1.00 0.00 X 0 0 0 Kenny Walls Director 1.00 0.00 X 0 0 0 MARK MAHANEY AUDIT CHAIR 1.00 0.00 X 0 0 0 Derek Taylor Director 1.00 3.00 X 0 0 0 Frenchelle Franklin Director 1.00 0.00 X 0 0 0 Mary Staunton Director 1.00 0.00 X 0 0 0 Chi Perlroth VICE CHAIR 1.00 3.00 X 0 0 0 Ruben Valencia Director 1.00 0.00 X 0 0 0 Joe Cannizzo BOARD CHAIR 1.00 3.00 X 0 0 0 Sarah Spector CFO 1.00 0.00 X 0 0 0 1214458 118793 8 false true false Holthouse Carlin and Van Trigt LLP 11444 W Olympic Blvd 11th floor Los Angeles CA 90064 Accounting 102000 1 211322 14649175 5953791 216391 20814288 contract revenue 624200 MANAGEMENT FEE 531390 155826 155826 TENANT REVENUE 531110 1129828 1129828 1285654 3927 3927 0 0 0 2456369 2156380 299989 299989 299989 74290 211322 150602 -76312 0 0 0 22327546 1285654 303916 0 0 0 0 621243 443623 160573 17047 0 7663169 5472187 1980700 210282 122831 87712 31748 3371 925994 661242 239342 25410 714404 510148 184652 19604 0 82465 17105 63244 2116 101773 101773 0 0 0 503707 104477 386304 12926 58090 7462 48787 1841 274865 82490 157534 34841 0 0 120527 36580 68743 15204 174723 97616 74185 2922 0 91925 51357 39030 1538 282974 38473 244501 0 0 165279 106063 59150 66 PROGRAM EXPENSES 11441255 11441255 REPAIR & MAINTENANCE 426706 370128 47871 8707 INKIND EXPENSE 219613 219613 DEPRECIATION 120440 90741 14229 15470 398281 173038 200725 24518 24510264 19791697 4103091 615476 824530 1040163 1854180 313671 0 4780336 4965779 0 0 0 72203 88391 148381 215663 5278238 1661109 3698107 3617129 3046137 1570706 0 0 5433 11830 450544 1494807 14879851 13318139 1684108 1855212 1627600 52224 4249510 4733003 570265 1434586 8131483 8075025 X 2928304 2169661 3820064 3073453 6748368 5243114 14879851 13318139 -2182718 677464 X false true X false true true X 12363254 18583814 20408725 16511537 20814288 88681618 0 0 12363254 18583814 20408725 16511537 20814288 88681618 3013083 85668535 153 24 19 247 3927 4370 0 31333 23768 55101 88741089 13172780 0.96540 0.95530 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 62227 62227 62227 62227 57226 4835 166 62227 57369 -143 57226 57658 -289 57369 0.79730 0.20270 false false false 953060 953060 2474161 493081 1981080 1485013 821515 663498 41338 37680 3658 324666 308833 15833 3617129 LANDLORD DEPOSITS 449044 OTHER -6502 RELATED PARTY FEE RECEIVABLE 230172 RIGHT OF USE ASSET 822093 1494807 INTEREST PAYABLE 467970 LEASE LIABILITIES 844155 TENANT SECURITY DEPOSITS 122461 1434586 X Part X : FIN48 Footnote SHELTER, INC. IS A NOT-FOR-PROFIT ORGANIZATION THAT IS EXEMPT FROM FEDERAL INCOME TAX ON INCOME UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND FROM STATE FRANCHISE TAX UNDER CALIFORNIA REVENUE AND TAXATION CODE SECTION 23701 (D). HOWEVER, INCOME FROM ACTIVITIES NOT DIRECTLY RELATED TO ITS TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. THERE WAS NO TAX ON UNRELATED BUSINESS INCOME FOR YEAR ENDED JUNE 30, 2024. false SWING FOR SHELTER 278112 203822 74290 137600 ROCK FOR SHELTER 7500 7500 13002 285612 211322 74290 150602 150602 -76312 X X X false false false false false false false false false Brandon Wirth Sr. Program Director 130497 23051 153548 John Eckstrom CEO 293396 23461 316857 Kim Ritchie Director of HR 136024 14814 150838 ADAM ECKSTROM CEO'S SON 146822 EMPLOYMENT false X 4 5100 FMV X 211291 FMV false true true Part I, Line 32, Hire and Use of Third Parties SHELTER, INC. HAS A CONTRACT WITH CAR DONATION SERVICES IN MARTINEZ, WHICH RECEIVES,PROCESSES AND SELLS ANY VEHICLES DONATED TO AND ON BEHALF OF SHELTER, INC. WE DO NOTRECEIVE THE VEHICLES, BUT A PORTION OF THE PROCEEDS FOLLOWING THEIR SALE. Form 990, Part VI, Section B, Line 11b THE CHIEF EXECUTIVE OFFICER AND SENIOR LEADERSHIP STAFF REVIEW THE DRAFT OF FORM 990 FOR CORRECTNESS. THE FULL BOARD OF DIRECTORS IS PRESENTED THE FORM 990 FOR REVIEW PRIOR TO FILING. Form 990, Part VI, Section B, Line 12c THE ORGANIZATION'S BOARD MEMBERS, CHIEF EXECUTIVE OFFICER, CHIEF FINANCIAL OFFICER AND ALL STAFF MEMBERS ARE SUBJECT TO A CONFLICT OF INTEREST POLICY THAT REQUIRES DECISION-MAKING ON ANY TRANSACTION THAT WOULD AFFECT THEIR "MATERIAL FINANCIAL INTEREST" TO BE EFFECTED ONLY BY ACTION OF THE CHIEF EXECUTIVE OFFICER OR THE ENTIRE BOARD, AS APPLICABLE, WITH ONLY DIRECTORS WHO ARE INDEPENDENT OF THE PARTY PARTICIPATING IN THE ACTION AND WITH NOTICE OF THE CONFLICT/SUBJECT GIVEN IN ADVANCE. QUESTIONS OF WHETHER AN INDIVIDUAL HAS A CONFLICT OR "MATERIAL FINANCIAL INTEREST" ARE DECIDED BY THE EXECUTIVE DIRECTOR OR BOARD, AS APPLICABLE, NOT INCLUDING IN SUCH DELIBERATIONS (OR VOTE) THE PARTY WHOSE POTENTIAL CONFLICT IS AT ISSUE. PER EXISTING POLICY, THE CHIEF EXECUTIVE OFFICER SHALL BE INFORMED IF CONFLICT OF INTEREST ARISES. THE BOARD OF DIRECTORS WILL DISCUSS THE ISSUES AT ITS BI-MONTHLY MEETING FOR RESOLUTIONS. Form 990, Part VI, Section B, Line 15a ALL EMPLOYEES ARE SUBJECT TO CHIEF EXECUTIVE OFFICER'S REVIEW AND APPROVAL, WHILE THE CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER's SALARIES ARE REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS USING COMPARABILITY DATA FROM A SALARY SURVEY OF NORTHERN CALIFORNIA NON-PROFIT ORGANIZATIONS. Form 990, Part VI, Section B, Line 15b ALL EMPLOYEES ARE SUBJECT TO EXECUTIVE DIRECTOR'S REVIEW AND APPROVAL, WHILE THE EXECUTIVE DIRECTOR AND CONTROLLER's SALARIES ARE REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS USING COMPARABILITY DATA FROM A SALARY SURVEY OF NORTHERN CALIFORNIA NON-PROFIT ORGANIZATIONS. Form 990, Part VI, Section C, Line 19 THE GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS HAVE BEEN SCANNED AND ARE AVAILABLE TO THE PUBLIC UPON WRITTEN REQUEST. NEW CENTURY CENTER PO BOX 5368 CONCORD CA 94524 311704917 PROVIDE AFFORDABLE HOUSING CA 501 (C) 3 10 SHELTER INC true AFFD HSG ASSOCIATION OF PITTSBURG PO BOX 5368 CONCORD CA 94524 911810994 PROVIDE AFFORDABLE HOUSING CA 501 (C) 3 10 SHELTER INC true SHELTER SOLANO INC PO BOX 5368 CONCORD CA 94524 832704105 EMERGENCY SHELTER CA 501 (C) 3 7 SHELTER INC true false false false true true false false false false false false true false true true false false false false NEW CENTURY CENTER d 122003 ACCRUAL NEW CENTURY CENTER o 67650 ACCRUAL AFFD HSG ASSOCIATION OF PITTSBURG o 131353 ACCRUAL SHELTER SOLANO INC l 128802 ACCRUAL SHELTER SOLANO INC o 1772288 ACCRUAL