Mission: The mission of SHELTER, Inc. is to prevent and end homelessness for low-income, homeless, and disadvantaged families and individuals by providing housing, services,  ... (More)

Shelter Inc. is a 501(c)(3) organization, with an IRS ruling year of 1991, and donations are tax-deductible.

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Contact Information

  www.shelterinc.org

 1333 WILLOW PASS RD STE 206
Concord CA 94520-7931



...  ...  ...  ...  

Encompass Rating System by Charity Navigator


Overall Score

100

out of 100

This charity's score is a passing score.
This overall score is calculated from multiple beacon scores: 85% Finance & Accountability, 10% Leadership & Adaptability, and 5% Culture & Community


Learn about the Encompass Rating System: Overview | FAQ | Release Notes


This organization is potentially eligible for a Charity Navigator Star Rating. Vote Now to request to have our analyst team rate Shelter Inc. for a Star Rating. The organization currently has 13 votes.

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...   Finance & Accountability


This score provides an assessment of a nonprofit's financial health (stability, efficiency and sustainability) and its commitment to governance practices and policies.


Finance & Accountability Score

100

out of 100

The score earned by Shelter Inc. is a passing score

This V4 of the Finance & Accountability Score provides a baseline measure of an organization’s health including the indicators listed in the report below.

This score represents Form 990 data from 2020, the latest year published by the IRS.



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Finance & Accountability Report

100

of 100 points

This beta feature is currently viewable only on desktop or tablet screens. Check back later for updates.

Program Expense

Program Expense Ratio

79.14%

Higher effect on score

More data  


The Program Expense Ratio is determined by Program Expenses divided by Total Expense (average of most recent three 990s). This measure reflects the percent of its total expenses a charity spends on the programs and services it exists to deliver.


Program Expense Percentage

Amount of Credit Received

70% or higherFull Credit
60% - 69.9%Partial Credit
Below 50%Zero Points for Both Program Expense percentage AND Liabilities to Assets

Source: IRS Form 990

Board Composition

12/12 Independent

Higher effect on score


Charity Navigator looks for at least 3 board members, with more than 50% of those members identified as independent (not salaried).


The presence of an independent governing body is strongly recommended by many industry professionals to allow for full deliberation and diversity of thinking on governance and other organizational matters.


Source: IRS Form 990

Independent Audit or Financial Review

Audited

Higher effect on score


An Audit, Review, or Compilation provides important information about financial accountability and accuracy. Organizations are scored based on their Total Revenue Amount:

Total Revenue Amount

Expectation to Receive Credit

$1 million or higherExpected to complete an audit
$250,000 - $1 millionExpected to complete an audit, review, or compilation
Less than $250,000No expectation (removed from scoring methodology)

Source: IRS Form 990

Liabilities to Assets Ratio

49.97%

Lower effect on score


The Liabilities to Assets Ratio is determined by Total Liabilities divided by Total Assets (most recent 990). This ratio is an indicator of an organization’s solvency and/or long-term sustainability.

Liabilities to Assets Ratio

Amount of Credit Received

Less than 50%Full Credit
50% - 59.9%Partial Credit
60% or moreNo Credit

Source: IRS Form 990

Website

Listed

Lower effect on score


Charity Navigator looks for a website on the Form 990 as an accountability and transparency metric.


Nonprofits act in the public trust and reporting publicly on activities is an important component.


Source: IRS Form 990

Conflict of Interest Policy

Listed

Lower effect on score


Charity Navigator looks for the existence of a conflict of interest policy on the Form 990 as an accountability and transparency measure.


This policy protects the organization and by extension those it serves, when it is considering entering into a transaction that may benefit the private interest of an officer, director and/or key employee of the organization.


Source: IRS Form 990

Board Meeting Minutes

Documented

Lower effect on score


Charity Navigator looks to confirm on the Form 990 that the organization has this process in place as an accountability and transparency measure.


An official record of the events that take place during a board meeting ensures that a contemporaneous document exists for future reference.


Source: IRS Form 990

Document Retention and Destruction

Listed

Lower effect on score


Charity Navigator looks for the existence of a document retention and destruction policy per the Form 990 as an accountability and transparency measure.


This policy establishes guidelines for the handling, backing up, archiving and destruction of documents. These guidelines foster good record keeping procedures that promote data integrity.


Source: IRS Form 990

Whistleblower Policy

Listed

Lower effect on score


Charity Navigator looks for the existence of a whistleblower policy per the Form 990 as an accountability and transparency measure.


This policy outlines procedures for handling employee complaints, as well as a confidential way for employees to report financial or other types of mismanagement.


Source: IRS Form 990

Additional Information

Unscored

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Total Revenue and Expenses

Total Revenue and Expenses

This chart displays the trend of revenue and expenses over the past several years for this organization, as reported on their IRS Form 990.

Salary of Key Persons

Presented here are up to five of this organization's highest compensated employees. This compensation data includes salary, cash bonuses, and expense accounts and is displayed exactly how it is reported to the IRS. The amounts include salary, cash bonuses, and expense accounts. The amounts do not include nontaxable benefits, deferred compensation, or other amounts not reported on Form W-2. Read the IRS policies for compensation reporting



JOHN ECKSTROM, CEO

$200,606


KARRI EGGERS, CFO

$158,058


JOE CANNIZZO, BOARD CHAIR

$0


PAUL DECHANT, VICE CHAIR

$0


DEBORAH LEVY, SECRETARY

$0


Source: IRS Form 990 (page 7), filing year 2020

Business Master File Data

Below are some key data points from the Exempt Organization IRS Business Master File (BMF) for this organization. Learn more about the BMF on the IRS website


Activities:

Boy Scouts, Girl Scouts, etc. (BMF activity code: 320)


Foundation Status:

Organization which receives a substantial part of its support from a governmental unit or the general public   170(b)(1)(A)(vi) (BMF foundation code: 15)


Affiliation:

Independent - the organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations). (BMF affiliation code: 3)

Data Sources: IRS Forms 990

The Form 990 is a document that nonprofit organizations file with the IRS annually. We leverage finance and accountability data from it to form Encompass ratings. Click here to view this organization's Forms 990 on the IRS website (if any are available).

Pandemic Response

Due to the unprecedented nature of the pandemic, we give charities such as this one the opportunity to share the story of COVID's impact on them. Charities may submit their own pandemic responses through their nonprofit portal.


Shelter Inc. reported being impacted by COVID-19 in the following ways:
  • Program Delivery

  • Fundraising Capacity

  • Revenue

  • Grants Received

  • Grants Sent


How COVID-19 impacted the organization's operations financially:

Donations to our Agency increased to assist low-income households remain housed during the pandemic.


How COVID-19 impacted the organization's delivery of programs:

Our shelters remained open, serving homeless clients, and we operated two additional shelters through the state's Project Roomkey hotels, providing a safe environment for the medically vulnerable homeless to shelter-in-place. The number of clients served during the pandemic increased. All other programs remained operational delivering services remotely.


How this organization adapted to changing conditions caused by COVID-19:

SHELTER, Inc. instituted health and safety measures to protect participants and staff across the various service models. Technology was deployed to enable staff to work remotely for non-shelter programs. All programs continued to operate, and all staff positions were retained, even expanded with 2 COVID single-room occupancy hotel programs.


Innovations the organization intends to continue permanently after the pandemic:

Technology to work remotely, and enhanced health and safety protocols will likely be maintained long-term. Also, we anticipate increased need for rental-assistance funding as eviction moratoriums expire.


...   Impact & Results


This score estimates the actual impact a nonprofit has on the lives of those it serves, and determines whether it is making good use of donor resources to achieve that impact.


Impact & Results Score

Not Currently Scored

Shelter Inc. cannot currently be evaluated by our Encompass Rating Impact & Results methodology because either (A) it is eligible, but we have not yet received data; (B) we have not yet developed an algorithm to estimate its programmatic impact; (C) its programs are not direct services; or (D) it is not heavily reliant on contributions from individual donors.

Note: The absence of a score does not indicate a positive or negative assessment, it only indicates that we have not yet evaluated the organization.

Learn more about Impact & Results.


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Additional Information

Unscored

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Largest Programs

Largest Programs



Shelter Inc. reported its three largest programs on its FY 2020 Form 990 as:


$5,292,498

Spent in most recent FY

48%

Percent of program expenses


Ending the Cycle of Homelessness: SHELTER, INC. provides homeless families and individuals with interim and permanent housing opportunities and services to help them regain housing and increased self- ... (More)


$3,513,433

Spent in most recent FY

31%

Percent of program expenses


Preventing Homelessness: Prevention is a cost-effective and humane strategy for addressing the needs of families and individuals who are at-risk of homelessness, usually as a result of an unexpected e ... (More)


$2,196,934

Spent in most recent FY

19%

Percent of program expenses


Providing Affordable Housing: Affordable housing means having a safe place to live at a price you can afford. It currently takes 4.5 full-time minimum wage jobs to afford a two-bedroom apartment in Co ... (More)


...   Leadership & Adaptability


This score provides an assessment of the organization's leadership capacity, strategic thinking and planning, and ability to innovate or respond to changes in constituent demand/need or other relevant social and economic conditions to achieve the organization's mission.


Leadership & Adaptability Score

100

out of 100

The score earned by Shelter Inc. is a passing score.

Encompass Rating V4 provides an evaluation of the organization's Leadership & Adaptability through the nonprofit organization submitting a survey response directly to Charity Navigator.


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Leadership & Adaptability Report

100

of 100 points

Mission

The nonprofit organization presents evidence of strategic thinking through articulating the organization’s mission


The mission of SHELTER, Inc. is to prevent and end homelessness for low-income, homeless, and disadvantaged families and individuals by providing housing, services, support, and resources that lead to self-sufficiency.


Source: Nonprofit submitted responses

Vision

The nonprofit organization presents evidence of strategic thinking through articulating the organization’s vision.


We will double the number of people served, incorporate new essential services, expand into additional counties, and increase our impact to the most vulnerable in our communities from 2021 to 2025.


Source: Nonprofit submitted responses

Strategic Goals

The nonprofit organization presents evidence of strategic thinking and goal setting through sharing their most important strategic goals.


Goal One: Increase the number of people served intensively to 5,000 annually, in regions with homeless counts of 1,000 and minimal services.

Goal Type: Grow, expand, scale or increase access to the existing programs and services.


Goal Two: Expand our internal wrap around service offerings, becoming a center of excellence in employment services and mental health services.

Goal Type: New program(s) based on observed changes in needs among our constituencies/communities served.


Goal Three: Become the service provider of choice by low-income housing developers.

Goal Type: New program(s) based on observed changes in needs among our constituencies/communities served.


Source: Nonprofit submitted responses

Leadership Development

The nonprofit provides evidence of investment in leadership development


Describe an investment in leadership

SHELTER, Inc. expanded employee benefits to reimburse up to $1,000 for higher/continuing education per year. All staff regularly attend training sessions to increase expertise in their field of service, such as trauma-informed care and harm reduction. Recently, the Agency invested in a coach to enhance the Leadership Team's understanding of communication and leadership styles. The Agency established a Diversity, Equity, and Inclusion committee and is working with a consultant to deepen our understanding of implicit bias and how that may impact service delivery as well as hiring practices.

Source: Nonprofit submitted responses

Mobilizing for Mission

The nonprofit provides evidence of leadership through focusing externally and mobilizing resources for the mission.


This organization mobilizes for mission in the following ways:
  • Strategic Partnerships

  • Networks of Collective Impact Efforts

  • Thought Leadership

  • Raising Awareness

  • Community Building

  • Policy Advocacy

What are this organization’s external mobilizaton efforts?

SHELTER, Inc. leverages the individual relationships of board members, staff and continuum of care collaborators and partners, to increase public recognition of myriad contributing factors of homelessness. Leaders present to county boards of supervisors, city councils, and work closely with the continuums of care in the areas where we serve. The Agency has sponsored public awareness events - such as an on demand screening of The Invisible Class with a panel discussion about the solutions to homelessness, in addition to in-person public forums. SHELTER, Inc. annually invests in paid marketing and utilizes free social media platforms exampling success stories to gain recognition for solutions that have impact. Staff participate in service fairs to ensure that the public who may be in need of services are reached with the opportunity to enroll in SHELTER, Inc. programs.

Source: Nonprofit submitted responses

Story of Adaptability

The nonprofit has an opportunity to tell the story of how the organization adapted to tremendous external changes in the last year.


SHELTER, Inc. leadership ensured that no programs would be diminished by shelter-in-place orders. The Agency workforce was not reduced, instead it grew to provide even more services to the most vulnerable in our community. The health and safety of employees, clients, and volunteers guided all decision-making. The Agency adapted services to clients and quickly moved to award additional philanthropic resources in rental assistance months before government resources were allocated to support at-risk renters. The Agency moved into the virtual space to host both fundraising and educational events during the pandemic, and thus expanded beyond geographical boundaries reaching new audiences.

Source: Nonprofit submitted responses

...   Culture & Community


This score provides an assessment of the organization's engagement with the constituents it serves, a practice we term Constituent Feedback. When organizations listen to constituents, they are able to better deliver on programs and meet the needs of stakeholders. A future version of this Beacon will also assess an organization's people operations and its Diversity, Equity and Inclusion (DEI) metrics.


Culture & Community Score

100

out of 100

The score earned by Shelter Inc. is a passing score.

Encompass Rating V4 provides an evaluation of an organization's Culture and Community by measuring its Constituent Feedback practices (see report below). Constituent Feedback data provides 100% of the basis for the initial evaluation of the Culture & Community Beacon.


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Culture & Community Report

100

of 100 points

This beta feature is currently viewable only on desktop or tablet screens. Check back later for updates.

Constituent Feedback

Constituent Feedback

Full Credit


This organization reported that it is collecting feedback.


Here's how this organization is listening and learning from the people they serve:


How is your organization collecting feedback from the people you serve?

Note: The organization did not respond to this question.


How is your organization using feedback from the people you serve?

Note: The organization did not respond to this question.


With whom does your organization share the feedback you got from the people you serve?

Note: The organization did not respond to this question.


What challenges does your organization face in collecting feedback from the people you serve?

Note: The organization did not respond to this question.


Briefly describe a recent change that your organization made in response to feedback from the people you serve.

We recently moved to online application forms for some of our programs as we received feedback that phone messages were back-logged. The online application system expedites the collection of information and supporting documents.



Methodology


Charity Navigator believes nonprofit organizations that engage in inclusive practices, such as collecting feedback from the people and communities they serve, may be more effective. We've partnered with GuideStar by Candid to survey organizations about their feedback practices. Nonprofit organizations can fill out the How We Listen section of their Candid profile to receive a rating.


Charity Navigator awards full credit for this Beacon to every nonprofit that is eligible for an Encompass Rating that completes the survey, in recognition of their willingness to publicly share this information with the nonprofit and philanthropic communities. This data is not evaluated for quality at this time. Validation will be added in future iterations of this Beacon.

Analysis and Research


Like the overall Encompass Rating System, the Culture & Community Beacon is designed to evolve as metrics are developed and ready for integration. Our partnership with Feedback Labs and Guidestar by Candid, and other partners including Fund for Shared Insight, GlobalGiving, and Keystone Accountability, enables us to launch the first version of this beacon with Constituent Feedback information collected on Candid's site.


Feedback practices have been shown to support better Diversity, Equity, and Inclusion outcomes, an essential area of assessment that we intend to further expand and develop in the future. Feedback Labs has documented several studies which indicate that beyond achieving organizational goals, nonprofits that are attentive and responsive to concerns and ideas raised by beneficiaries establish stronger relationships with the people they serve, promote greater equity, and empower constituents in ways that can help to ensure better long-term outcomes. You can find resources to help nonprofits improve their feedback practices here.

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