Shelterhouse Volunteer Group Inc (EIN 310920479) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1973

Legal Domicile

Principal Officer

Arlene Nolan

Phone

5137210643

Tax Period

2024-07-01 to 2025-06-30

Shelterhouse Volunteer Group Inc, founded in 1973, is a mid-sized nonprofit in the Housing & Shelter sector that reported $10.6M in total revenue in fiscal year 2024. Revenue grew 10% year-over-year, indicating healthy expansion. Expenses of $9.1M left a modest 14% surplus.

Mission

Provide Shelter, Medical Aid, Necessities and Case Management Services to the Homeless.

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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%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $8,820,146

Program Service Revenue $73,638

Investment Income $1,304,138

Other Revenue $360,599

TOTAL REVENUE $10,558,521

Expense Breakdown

Grants Paid $0

Salaries & Benefits $4,467,300

Fundraising Expenses $220,492

Program Expenses $8,290,895

Other Expenses $4,597,406

TOTAL EXPENSES $9,064,706

Year-over-Year Comparison

	2024	2023	Change
Revenue	$10,558,521	$9,610,124	+0.1%
Expenses	$9,064,706	$8,815,644	+0.0%
Net Income	$1,493,815	$794,480	+0.9%

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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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

114

Volunteers

1390

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

$385,961

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
Annie Bennett	Vice Chair	1.00	Officer Director	$0	$0	$0
Caroline Freirmuth	Trustee	1.00	Director	$0	$0	$0
Kent Cashell	Treasurer	1.00	Officer Director	$0	$0	$0
Steven Petrovic	Trustee	1.00	Director	$0	$0	$0
Vagelis Kontopos	Trustee	1.00	Director	$0	$0	$0
Charles M Meyer	Trustee	1.00	Director	$0	$0	$0
Tom Torre	Trustee	1.00	Director	$0	$0	$0
Adam Gelter	Vice Chair	1.00	Officer Director	$0	$0	$0
Carlos Teran	Chairperson	1.00	Officer Director	$0	$0	$0
Patrick Sledz	Treasurer	1.00	Officer Director	$0	$0	$0
Patty Wolff	Secretary	1.00	Officer Director	$0	$0	$0
Chris Loreaux	Trustee	1.00	Director	$0	$0	$0
Rick Barnhart	Trustee	1.00	Director	$0	$0	$0
LaChe' Roach	Trustee	1.00	Director	$0	$0	$0
Danielle Wilder	Chief Operating Officer	40.00	Officer	$137,365	$6,198	$143,563
Arlene Nolan	Executive Director	40.00	Officer	$218,476	$23,922	$242,398
Elizaeth Elliott	Senior Program Director	40.00	Highest	$113,864	$10,759	$124,623
Wei Song	Accounting Manager	40.00	Highest	$103,252	$8,667	$111,919

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
2025	$10,558,521	$9,064,706	$28,553,120	$1,493,815
2024	$9,610,124	$8,815,644	$27,784,246	$794,480
2023	$9,429,017	$8,769,205	$27,171,172	$659,812
2022	$9,497,245	$8,779,869	$26,369,739	$717,376
2021	$10,606,645	$9,356,572	$26,725,581	$1,250,073
2020	$8,877,695	$8,781,981	$26,033,273	$95,714
2019	$6,565,306	$7,143,258	$25,633,014	$-577,952
2018	$7,756,840	$7,338,496	$26,709,901	$418,344

Shelterhouse Volunteer Group Inc