SHELTER WF INC

EIN: 881744351 Human Services

WHITEFISH, MT

Total Revenue
$242,199
Total Expenses
$89,924
Total Assets
$201,945
Net Assets
$201,911
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2022
Legal Domicile
MT
Principal Officer
NATHAN DUGAN
Phone
2087843290
Tax Period
2024-01-01 to 2024-12-31

SHELTER WF INC, founded in 2022, is a small nonprofit in the Human Services sector that reported $242K in total revenue in fiscal year 2024. Revenue surged 514% from the prior year, signaling strong growth momentum. The organization ran a surplus of $152K, a strong 63% operating margin.

Mission

SHELTER WF AIMS TO FIX THE BROKEN HOUSING SYSTEM IN WHITEFISH, THE FLATHEAD VALLEY, AND MONTANA. OUR COMMUNITY-LED MOVEMENT ADVOCATES FOR POLICY REFORMS THAT LEAD TO AN ABUNDANCE OF HOMES IN ALL SHAPES AND SIZES.

Program Service Accomplishments

Program 1
Expenses: $89,924

PARTICIPATED AS INTERVENOR-DEFENDANTS IN MONTANANS AGAINST IRRESPONSIBLE DENSIFICATION, LLC (MAID) VS. STATE OF MONTANA, A CASE CHALLENGING SOME OF THE LAWS PASSED DURING THE 2023 STATE LEGISLATIVE...

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PARTICIPATED AS INTERVENOR-DEFENDANTS IN MONTANANS AGAINST IRRESPONSIBLE DENSIFICATION, LLC (MAID) VS. STATE OF MONTANA, A CASE CHALLENGING SOME OF THE LAWS PASSED DURING THE 2023 STATE LEGISLATIVE SESSION (SB 245, SB 323, SB 382, SB 528). THIS CASE IS ONGOING AND IS CURRENTLY BEING APPEALED TO THE MONTANA SUPREME COURT, AS OF AUGUST 2025. 2025 STATE LEGISLATIVE SESSION - LEADERS OF COALITION TO PASS SB 213, SB 243, AND HB 492, AMONG OTHER PRO-HOUSING BILLS.

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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 (2024)

Revenue Breakdown

Contributions & Grants $241,760
Program Service Revenue $0
Investment Income $439
Other Revenue $0
TOTAL REVENUE $242,199

Expense Breakdown

Grants Paid $0
Salaries & Benefits $5,954
Fundraising Expenses $0
Program Expenses $89,924
Other Expenses $83,970
TOTAL EXPENSES $89,924

Year-over-Year Comparison

2024 2023 Change
Revenue $242,199 $39,433 +5.1%
Expenses $89,924 $58,699 +0.5%
Net Income $152,275 $-19,266 -8.9%
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

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Liquidity & Cash Position

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Governance

Voting Members
4
Independent Members
4
Employees
1
Volunteers
4

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
4
$5,496
Total Directors
4
$5,496
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
NATHAN DUGAN PRESIDENT 5.00
Officer Director
$0 $0 $0
MALLORY PHILLIPS TREASURER/SECRETARY 5.00
Officer Director
$0 $0 $0
KEEGAN SIEBENALER BOARD MEMBER 10.00
Officer Director
$5,496 $0 $5,496
MACK FAI BOARD MEMBER 5.00
Officer 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 $242,199 $89,924 $201,945 $152,275
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