SHELTER FOUNDATION (EIN 823730100) - 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

2017

Legal Domicile

Principal Officer

BRIAN ALEXANDER

Tax Period

2023-01-01 to 2023-12-31

SHELTER FOUNDATION, founded in 2017, is a micro nonprofit in the Animal-Related sector that reported $83K in total revenue in fiscal year 2023. Revenue fell 72% from the prior year — a significant decline worth monitoring. The organization ran a surplus of $61K, a strong 73% operating margin.

Mission

WILDLIFE CONSERVATION THROUGH ENHANCEMENT OF RURAL LAND AND EDUCATION OF OTHERS TO DO THE SAME. WE ACQUIRE OR LEASE LAND TO CREATE/PROMOTE WETLANDS, HARD WOOD FORESTS AND GENERAL IMPROVEMENT OF WILDLIFE HABITAT.

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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 (2023)

Revenue Breakdown

Contributions & Grants $82,770

Program Service Revenue $0

Investment Income $0

Other Revenue $0

TOTAL REVENUE $82,770

Expense Breakdown

Grants Paid $0

Salaries & Benefits $0

Fundraising Expenses $0

Program Expenses $19,913

Other Expenses $22,048

TOTAL EXPENSES $22,048

Year-over-Year Comparison

	2023	2022	Change
Revenue	$82,770	$300,020	-0.7%
Expenses	$22,048	N/A	N/A
Net Income	$60,722	$300,020	-0.8%

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

N/A

Volunteers

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

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BRIAN ALEXANDER	OFFICER	0.00	Officer	$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
2023	$82,770	$22,048	$378,164	$60,722
2022	$300,020	No data	$317,438	No data

SHELTER FOUNDATION