SHELTER PARTNERSHIP INC (EIN 953976214) - 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

1985

Legal Domicile

Principal Officer

LANCE SIMON

Phone

2136882188

Tax Period

2024-07-01 to 2025-06-30

SHELTER PARTNERSHIP INC, founded in 1985, is a mid-sized nonprofit in the Housing & Shelter sector that reported $14.1M in total revenue in fiscal year 2024. The organization ran a surplus of $4.0M, a strong 28% operating margin.

Mission

COLLABORATIVELY SOLVING HOMELESSNESS IN LOS ANGELES COUNTY.

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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 $13,681,198

Program Service Revenue $431,429

Investment Income $1,643

Other Revenue $0

TOTAL REVENUE $14,114,270

Expense Breakdown

Grants Paid $7,838,880

Salaries & Benefits $1,240,857

Fundraising Expenses $194,548

Program Expenses $9,641,484

Other Expenses $1,033,404

TOTAL EXPENSES $10,113,141

Year-over-Year Comparison

	2024	2023	Change
Revenue	$14,114,270	$14,024,480	+0.0%
Expenses	$10,113,141	$20,367,772	-0.5%
Net Income	$4,001,129	$-6,343,292	-1.6%

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

$115,000

Total Directors

$115,000

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BILL WITTE	DIRECTOR	3.00	Director	$0	$0	$0
CHARMAINE ATHERTON	DIRECTOR	3.00	Director	$0	$0	$0
ERICH KLEIN	DIRECTOR	3.00	Director	$0	$0	$0
FRITZ COLEMAN	DIRECTOR	3.00	Director	$0	$0	$0
GAIL GIBSON	DIRECTOR	3.00	Director	$0	$0	$0
JAN PERRY	EXECUTIVE DIRECTOR	35.00	Officer Director	$115,000	$0	$115,000
KEITH SHARP	DIRECTOR	3.00	Director	$0	$0	$0
KEVIN SULLIVAN	TREASURER	3.00	Officer Director	$0	$0	$0
LANCE SIMON	DIRECTOR, CHAIR	3.00	Officer Director	$0	$0	$0
LOUISE OLIVER	SECRETARY	3.00	Officer Director	$0	$0	$0
PETER BARKER	DIRECTOR	3.00	Director	$0	$0	$0
RODNEY SWAN	DIRECTOR	3.00	Director	$0	$0	$0
RON GRIFFITH	DIRECTOR	3.00	Director	$0	$0	$0
RYAN MACY-HURY	EXECUTIVE DIRECTOR	35.00	Director	$0	$0	$0
TERRI KAPLAN	DIRECTOR	3.00	Director	$0	$0	$0
THOMAS LANE	DIRECTOR	3.00	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	$14,114,270	$10,113,141	$21,328,396	$4,001,129
2024	No data	No data	No data	No data
2023	$18,577,523	$19,388,224	$23,833,612	$-810,701
2022	$11,892,362	$23,025,688	$24,434,463	$-11,133,326
2021	$24,847,309	$25,954,622	$35,690,027	$-1,107,313
2020	$27,447,293	$17,555,962	$36,648,192	$9,891,331
2019	$14,873,724	$9,950,331	$26,536,494	$4,923,393
2018	$10,537,379	$11,305,452	$21,656,011	$-768,073

SHELTER PARTNERSHIP INC