Nonprofit · EIN 85-1987751
SHELTER FUNDS MANAGEMENT FOUNDATION INC
Tax-exempt · JOHNSON CITY, TN 37601
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $267,310 | $8,329 | $258,981 | $6,300,977 | $2,401 | $6,298,576 |
| June 30, 2024 | 990 | $313,385 | $179,344 | $134,041 | $5,600,511 | $2,875 | $5,597,636 |
| June 30, 2023 | 990 | $553,821 | $238,261 | $315,560 | $4,958,661 | $0 | $4,958,661 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $30
- Program service revenue
- $0
- Investment income
- $127,748
- Other revenue
- $139,532
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $2,400
- Management and general (functional)
- $8,329
Balance sheet and other
- Total assets, start of year
- $5,600,511
- Total assets, end of year
- $6,300,977
- Total liabilities, end of year
- $2,401
- Net assets, end of year
- $6,298,576
- Gross receipts
- $267,310
- Employees
- 0
- Volunteers
- 5
- Year formed
- 2020
- State of legal domicile
- TN
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LINDA BEARFIELD | President Trustee or director, Officer | 1 | $0 |
| KATHY YOUNG | Treasurer Trustee or director, Officer | 1 | $0 |
| SHANE CALDWELL | BOARD MEMBER Trustee or director | 1 | $0 |
| MARY FINUCANE | BOARD MEMBER Trustee or director | 1 | $0 |
| JOE GRANDY | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LINDA BEARFIELD | President Trustee or director, Officer | 1 | $0 |
| KATHY YOUNG | Treasurer Trustee or director, Officer | 1 | $0 |
| ANDREW NELSON | BOARD MEMBER Trustee or director | 1 | $0 |
| SHANE CALDWELL | BOARD MEMBER Trustee or director | 1 | $0 |
| MARY FINUCANE | BOARD MEMBER Trustee or director | 1 | $0 |
| JOE GRANDY | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LINDA BEARFIELD | President Trustee or director, Officer | 1 | $0 |
| KATHY YOUNG | Treasurer Trustee or director, Officer | 1 | $0 |
| ANDREW NELSON | BOARD MEMBER Trustee or director | 1 | $0 |
| SHANE CALDWELL | BOARD MEMBER Trustee or director | 1 | $0 |
| MARY FINUCANE | BOARD MEMBER Trustee or director | 1 | $0 |
| JOE GRANDY | BOARD MEMBER Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3411 N ROAN ST, JOHNSON CITY, TN 37601-1217
- In care of
- % LINDA M BEARFIELD
- Signed the 990
- LINDA BEARFIELD, President
- Phone
- (423) 926-8769
- Return prepared by
- Bolton Coker & Degennaro CPAs PC
Mission
TO SOLICIT FUNDS, ACCEPT AND MANAGE CONTRIBUTIONS, GIFTS, AND BEQUESTS FOR THE WASHINGTON COUNTY - JOHNSON CITY ANIMAL CONTROL CENTER'S USE TO PROMOTE THEIR PURPOSE.
Program accomplishments
- SUPPORT WASHINGTON COUNTY - JOHNSON CITY ANIMAL CONTROL CENTER, INC
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 85-1987751
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type III non-functionally integrated
- Donations deductible (Pub 78)
- Non-functionally integrated Type III supporting organization
- Exempt since
- 2021
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Animal-related (D12)
- Assets (IRS master file)
- $6,300,977
- Income (IRS master file)
- $267,310
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $267,310 | $8,329 | $6,300,977 | XML |
| 990 | June 2024 | $313,385 | $179,344 | $5,600,511 | XML |
| 990 | June 2023 | $553,821 | $238,261 | $4,958,661 | XML |
| 990 | June 2022 | $601,607 | $135,695 | $4,523,795 | IRS |
| 990 | June 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 85-1987751).
Questions about SHELTER FUNDS MANAGEMENT FOUNDATION INC
- What is the EIN of SHELTER FUNDS MANAGEMENT FOUNDATION INC?
- The employer identification number (EIN) of SHELTER FUNDS MANAGEMENT FOUNDATION INC is 85-1987751.
- Is SHELTER FUNDS MANAGEMENT FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to SHELTER FUNDS MANAGEMENT FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Non-functionally integrated Type III supporting organization).
- Which annual return does SHELTER FUNDS MANAGEMENT FOUNDATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SHELTER FUNDS MANAGEMENT FOUNDATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SHELTER FUNDS MANAGEMENT FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who are the officers and directors of SHELTER FUNDS MANAGEMENT FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does SHELTER FUNDS MANAGEMENT FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $267,310, expenses of $8,329 and total assets of $6,300,977 at year end.
Other nonprofits in JOHNSON CITY
- WASHINGTON COUNTY-JOHNSON CITY ANIMAL CONTROL CENTER INC EIN 58-1661479 · last filed 990 for 2025
- APPALACHIAN HIGHLANDS HUMANE SOCIETY INC EIN 62-1582278 · last filed 990 for 2025
- WASHINGTON COUNTY JOHNSON CITY ANIMAL SHELTER FOUNDATION INC EIN 81-4521243 · last filed 990 for 2025
- OPERATION JOHNSON KITTY EIN 47-1251162 · last filed 990-EZ for 2024
- AUSTRALIAN LABRADOODLE RESCUE EIN 33-2312843 · last filed 990-N for 2025
- PRECIOUS PAWS EIN 37-2183154 · last filed 990-N for 2025
- FRIENDS OF THE JOHNSON CITY DOG PARK ASSOCIATION INCORPORATED EIN 27-3012590 · last filed 990-N for 2024
- FAT ALLEY CAT RESCUE EIN 99-3589950 · last filed 990-N for 2025