SHELTER KC (EIN 431287029) - 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

1958

Legal Domicile

Principal Officer

ERIC BURGER

Phone

8164217643

Tax Period

2024-07-01 to 2025-06-30

SHELTER KC, founded in 1958, is a community nonprofit in the Housing & Shelter sector that reported $4.9M in total revenue in fiscal year 2024. Revenue decreased 7% compared to the prior year. Expenses of $4.5M left a modest 8% surplus.

Mission

SHELTER AND REHABILITATION SERVICES FOR THE POOR AND HOMELESS IN A CHRIST-CENTERED ENVIRONMENT.

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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 $4,830,557

Program Service Revenue $60,734

Investment Income $19,819

Other Revenue $18,117

TOTAL REVENUE $4,929,227

Expense Breakdown

Grants Paid $1,025,261

Salaries & Benefits $1,880,247

Fundraising Expenses $813,417

Program Expenses $3,079,104

Other Expenses $1,116,208

TOTAL EXPENSES $4,523,814

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,929,227	$5,306,099	-0.1%
Expenses	$4,523,814	$4,538,493	0.0%
Net Income	$405,413	$767,606	-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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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

447

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

$118,999

Total Directors

$118,999

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ERIC BURGER	EXECUTIVE DIRECTOR	40.00	Officer Director	$84,034	$34,965	$118,999
JEREN ROWELL	PRESIDENT & BOARD CHAIR	1.00	Officer Director	$0	$0	$0
TERRI BACHTEL	SECRETARY/TREASURER	1.00	Officer Director	$0	$0	$0
BILL ASHLEY	BOARD MEMBER	1.00	Director	$0	$0	$0
TIM DYKMAN	BOARD MEMBER	1.00	Director	$0	$0	$0
DAN BAGUNU	BOARD MEMBER	1.00	Director	$0	$0	$0
KYLE POOLE	BOARD MEMBER	1.00	Director	$0	$0	$0
EDDIE ESTEP	BOARD MEMBER (PART YEAR)	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
2025	$4,929,227	$4,523,814	$7,140,935	$405,413
2024	$5,306,099	$4,538,493	$6,484,409	$767,606
2023	$3,914,130	$4,103,797	$4,702,632	$-189,667
2022	$3,838,381	$4,213,535	$4,810,499	$-375,154
2019	$3,158,562	$3,579,665	$4,590,076	$-421,103
2018	$3,071,523	$3,313,875	$4,860,410	$-242,352

SHELTER KC