SHELTERWELL INC

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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

2023

Legal Domicile

Principal Officer

GRACE HILL

Phone

4059536414

Tax Period

2023-04-17 to 2023-12-31

SHELTERWELL INC, founded in 2023, is a small nonprofit in the Housing & Shelter sector that reported $605K in total revenue in fiscal year 2023.

Mission

SHELTERWELL FOSTERS A SPIRIT OF CONNECTED COMMUNITY, CENTERED ON THE BELIEF THAT HOUSING IS A HUMAN RIGHT.

Program Service Accomplishments

Program 1

Expenses: $194,809

IN 2023, SHELTERWELL DEVELOPED LIVESTEADY, A SEVEN-LESSON TENANT CURRICULUM. BY PARTNERING WITH LOCAL NONPROFITS, OUR CLIENT ADVOCATES GUIDE TENANTS THROUGH VARIOUS TOPICS, INCLUDING FINANCIAL...

IN 2023, SHELTERWELL DEVELOPED LIVESTEADY, A SEVEN-LESSON TENANT CURRICULUM. BY PARTNERING WITH LOCAL NONPROFITS, OUR CLIENT ADVOCATES GUIDE TENANTS THROUGH VARIOUS TOPICS, INCLUDING FINANCIAL LITERACY, FINDING A RENTAL, THE APPLICATION PROCESS, MAINTAINING A HOME, COMMUNICATION, AND OVERCOMING CHALLENGES. LESSONS ARE TAUGHT IN PERSON WITH ONE-HOUR SESSIONS, AND STUDENTS RECEIVE A WORKBOOK. ONLINE CLASSES CAN BE MADE AVAILABLE IF NEEDED. ONCE PARTICIPANTS COMPLETE THE COURSE, THEY RECEIVE A CERTIFICATE TO SHOW LANDLORDS WHAT THEY'VE LEARNED. 45% OF TIME AND RESOURCES WERE USED FOR THIS PROGRAM.

Program 2

Expenses: $77,426

SHELTERWELL'S EVICTION PREVENTION TEAM ATTENDS THE OKLAHOMA COUNTY FORCIBLE ENTRY AND DETAINER DOCKET DAILY TO PROVIDE MEDIATION SERVICES. OUR TRAINED MEDIATORS HELP TENANTS AND LANDLORDS NEGOTIATE DISAGREEMENTS AND CREATE A FRAMEWORK FOR FUTURE COMMUNICATION THROUGH MEDIATION, BOTH BEFORE AND AFTER AN EVICTION IS FILED. 20% OF TIME AND RESOURCES WERE USED FOR THIS PROGRAM IN 2023.

Program 3

Expenses: $62,405

SHELTERWELL COLLECTS AND ANALYZES DATA TO SHARE INSIGHTS TO RAISE COMMUNITY AWARENESS AND IMPROVE HOUSING STABILITY IN OKLAHOMA. OUR EVICTION PREVENTION TEAM GATHERS FIRSTHAND INFORMATION WHILE...

SHELTERWELL COLLECTS AND ANALYZES DATA TO SHARE INSIGHTS TO RAISE COMMUNITY AWARENESS AND IMPROVE HOUSING STABILITY IN OKLAHOMA. OUR EVICTION PREVENTION TEAM GATHERS FIRSTHAND INFORMATION WHILE ATTENDING FORCIBLE ENTRY AND DETAINER HEARINGS. ADDITIONAL INFORMATION IS COLLECTED FROM THE OKLAHOMA STATE COURTS NETWORK WEBSITE, OSCN.NET. 15% OF TIME AND RESOURCES WERE USED FOR THIS PROGRAM IN 2023.

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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 $604,548

Program Service Revenue $0

Investment Income $26

Other Revenue $0

TOTAL REVENUE $604,574

Expense Breakdown

Grants Paid $0

Salaries & Benefits $457,199

Fundraising Expenses $48,436

Program Expenses $334,640

Other Expenses $150,644

TOTAL EXPENSES $607,843

Year-over-Year Comparison

	2023	2022	Change
Revenue	$604,574	N/A	N/A
Expenses	$607,843	N/A	N/A
Net Income	$-3,269	N/A	N/A

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

N/A

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

$120,340

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
ALEX KAISER	PRESIDENT AND DIRECTOR	1.00	Director	$0	$0	$0
MARKUS SMITH	VICE PRESIDENT AND DIRECTOR	1.00	Director	$0	$0	$0
MICHAEL MILLIGAN	TREASURER AND DIRECTOR	1.00	Director	$0	$0	$0
CASSIDY THOMPSON	SECRETARY AND DIRECTOR	1.00	Director	$0	$0	$0
JULIA KIRT	GOV CHAIR AND DIRECTOR	1.00	Director	$0	$0	$0
GINNY BASS CARL	DIRECTOR	1.00	Director	$0	$0	$0
TERESA ROSE	DIRECTOR	1.00	Director	$0	$0	$0
AMY COLDREN	CHIEF EXECUTIVE OFFICER	40.00	Officer	$63,692	$2,901	$66,593
GRACE HILL	CHIEF OPERATIONS OFFICER	40.00	Officer	$51,000	$2,747	$53,747

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	No data	No data	No data	No data
2023	$604,574	$607,843	$-3,269	$-3,269