SHELTERBOX USA INC

EIN: 200471604 501(c)(3) Human Services

SANTA BARBARA, CA

Total Revenue
$14,089,862
Total Expenses
$13,352,203
Total Assets
$6,239,074
Net Assets
$6,076,749
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2004
Legal Domicile
FL
Principal Officer
NOAMAN SHARIEF
Phone
8056082400
Tax Period
2023-01-01 to 2023-12-31

SHELTERBOX USA INC, founded in 2004, is a mid-sized nonprofit in the Human Services sector that reported $14.1M in total revenue in fiscal year 2023. Expenses of $13.4M left a modest 5% surplus.

Mission

THE MISSION OF SHELTERBOX USA IS TO DELIVER HUMANITARIAN RELIEF IN THE FORM OF EQUIPMENT AND MATERIALS THAT BRING SHELTER, WARMTH & DIGNITY TO PEOPLE MADE HOMELESS BY NATURAL OR OTHER DISASTERS WORLDWIDE.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $13,936,869
Program Service Revenue $0
Investment Income $202,342
Other Revenue $-49,349
TOTAL REVENUE $14,089,862

Expense Breakdown

Grants Paid $9,800,988
Salaries & Benefits $2,336,844
Fundraising Expenses $1,213,560
Program Expenses $10,749,215
Other Expenses $1,214,371
TOTAL EXPENSES $13,352,203

Year-over-Year Comparison

2023 2022 Change
Revenue $14,089,862 $13,624,306 +0.0%
Expenses $13,352,203 $12,260,975 +0.1%
Net Income $737,659 $1,363,331 -0.5%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Governance

Voting Members
14
Independent Members
14
Employees
26
Volunteers
75

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
7
$735,296
Total Directors
14
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
KATHERINE FICK CHAIR EMERITUS 2.00
Director
$0 $0 $0
STEVE HORAN CHAIR 2.00
Director
$0 $0 $0
MATT GERBER VICE CHAIR 2.00
Officer Director
$0 $0 $0
NOAMAN SHARIEF TREASURER 2.00
Officer Director
$0 $0 $0
JAN REED SECRETARY 2.00
Officer Director
$0 $0 $0
STEVEN TONKINSON BOARD MEMBER 2.00
Director
$0 $0 $0
JOHN GLANVILLE BOARD MEMBER 2.00
Officer Director
$0 $0 $0
MAHESH TURAGA BOARD MEMBER 2.00
Director
$0 $0 $0
SAMER JABBER BOARD MEMBER 2.00
Director
$0 $0 $0
JAMES SINCLAIR TAYLOR BOARD MEMBER 2.00
Director
$0 $0 $0
HOLLY RICKETT BOARD MEMBER 2.00
Director
$0 $0 $0
EMANUS SIMEON BOARD MEMBER 2.00
Director
$0 $0 $0
JANA ELKADRI BOARD MEMBER 2.00
Director
$0 $0 $0
SHARON OLUGA BOARD MEMBER 2.00
Director
$0 $0 $0
KERRI MURRAY PRESIDENT 40.00
Officer
$331,075 $21,798 $352,873
RICHARD DUNCAN SR DIRECTOR OF FUNDRAISING 40.00
Officer
$151,308 $17,512 $168,820
ELIZABETH HENRY CHIEF FINANCIAL & ADMIN. O 40.00
Officer
$193,829 $19,774 $213,603
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $14,089,862 $13,352,203 $6,239,074 $737,659
2022 $13,624,306 $12,260,975 $5,421,935 $1,363,331
2021 $10,986,340 $10,363,464 $5,432,596 $622,876
2020 $10,147,368 $9,250,258 $3,741,899 $897,110
2019 $8,592,543 $8,476,395 $4,010,265 $116,148
2018 $6,111,096 $5,716,612 $2,675,318 $394,484
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