SHELTER WF INC (EIN 881744351) - 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

2022

Legal Domicile

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.

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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 $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

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

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

$5,496

Total Directors

$5,496

Key Employees

Highest Compensated

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

SHELTER WF INC