SHELTERED INC (EIN 311315795) - 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

1990

Legal Domicile

Principal Officer

NEAL BROWNING

Phone

9373258683

Tax Period

2024-01-01 to 2024-12-31

SHELTERED INC, founded in 1990, is a community nonprofit that reported $1.3M in total revenue in fiscal year 2024. Revenue fell 35% from the prior year — a significant decline worth monitoring.

Mission

IN FAITHFULNESS TO GOD, WE ARE DEDICATED TO HELP INDIVIDUALS AND FAMILIES OVERCOME HOMELESSNESS.

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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 $1,196,627

Program Service Revenue $54,036

Investment Income $64

Other Revenue $6,577

TOTAL REVENUE $1,257,304

Expense Breakdown

Grants Paid $190,943

Salaries & Benefits $662,255

Fundraising Expenses $0

Program Expenses $1,138,853

Other Expenses $436,672

TOTAL EXPENSES $1,289,870

Year-over-Year Comparison

	2024	2023	Change
Revenue	$1,257,304	$1,930,208	-0.3%
Expenses	$1,289,870	$1,953,796	-0.3%
Net Income	$-32,566	$-23,588	+0.4%

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

Volunteers

121

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

$119,641

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ELAINA BRADLEY	EXECUTIVE DIRECTOR THRU 7/6/24	40.00	Officer	$58,370	$620	$58,990
NASHEA DAVIS	EXECUTIVE DIRECTOR 7/6/24-11/10/24	40.00	Officer	$60,062	$589	$60,651
ROSS MCGREGOR	CHAIRMAN	4.00	Officer Director	$0	$0	$0
MARTY FAGANS	VICE-CHAIRMAN/ED BEGIN 11/10/24	40.00	Officer Director	$0	$0	$0
JAIMEE JORDAN	TREASURER	2.00	Officer Director	$0	$0	$0
DINA CARY	TRUSTEE	1.00	Director	$0	$0	$0
DR AMRIT CHADHA	TRUSTEE	1.00	Director	$0	$0	$0
KRISTEN COLLIER	TRUSTEE	1.00	Director	$0	$0	$0
MIKE RIDDLE	TRUSTEE	1.00	Director	$0	$0	$0
VICKY FORREST	TRUSTEE	1.00	Director	$0	$0	$0
JAMIE HOUSEMAN	TRUSTEE	1.00	Director	$0	$0	$0
C LENEE LANDRY	TRUSTEE	1.00	Director	$0	$0	$0
CHARLIE BUSH	TRUSTEE	1.00	Director	$0	$0	$0
SHARON M EVANS	TRUSTEE	1.00	Director	$0	$0	$0
NETTIE CARTER SMITH	TRUSTEE	1.00	Director	$0	$0	$0

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	$1,257,304	$1,289,870	$1,388,279	$-32,566
2023	$1,930,208	$1,953,796	$1,446,121	$-23,588
2022	$7,284,787	$6,959,020	$1,492,796	$325,767
2021	$7,968,914	$8,332,266	$1,726,715	$-363,352
2020	$3,065,738	$3,159,059	$1,585,472	$-93,321
2019	$1,726,419	$1,748,761	$1,454,030	$-22,342
2018	$1,454,203	$1,491,607	$1,539,926	$-37,404

SHELTERED INC