2024-05-09T10:44:42-04:00 2023-06-30 930819646 JONES & ROTH PC PO BOX 10086 EUGENE OR 97440 990 2022-07-01 237115003 SHELTERCARE SHEL 5416861262 499 W 4TH AVE EUGENE OR 97401 KATHLEEN BROADHURST SR. FINANCE DIRECTOR 5416861262 2024-05-08 true KATHLEEN BROADHURST 999009999 false KARI YOUNG P01325552 5416872320 2024-05-08 2022 2023-04-26 12:10:37Z CHRIS PAGE 499 W 4TH AVE EUGENE OR 97401 7440645 false X WWW.SHELTERCARE.ORG X 1970 OR SHELTERCARE OFFERS A VARIETY OF HOUSING AND SUPPORT SERVICES FOR PEOPLE WHO ARE HOMELESS OR THOSE FACING HOMELESSNESS WITH A COMMITTED FOCUS ON THE COMMUNITY'S MOST VULNERABLE INDIVIDUALS DEALING WITH PSYCHIATRIC DISABILITIES, ACQUIRED BRAIN INJURIES AND HOMELESS FAMILIES. SHELTERCARE PROVIDES EMERGENCY HOUSING, SHORT TERM HOUSING AND PERMANENT SUPPORTED HOUSING AND BEHAVIORAL HEALTH SERVICES. ADDITIONALLY, SHELTERCARE PROVIDES SUPPORT TO BUILD SKILLS FOR INDEPENDENT LIVING AND HOUSEHOLD STABILITY. 13 13 113 17 0 10023674 5918177 1199998 1219535 4021 5154 157283 293206 11384976 7436072 4972716 2576817 0 3705505 3512303 0 280494 1533246 1505334 10211467 7594454 1173509 -158382 4657123 4079436 2845716 2377757 1811407 1701679 X SHELTERCARE OFFERS A VARIETY OF HOUSING AND SUPPORT SERVICES FOR PEOPLE WHO ARE HOMELESS OR THOSE FACING HOMELESSNESS WITH A COMMITTED FOCUS ON THE COMMUNITY'S MOST VULNERABLE INDIVIDUALS DEALING WITH PSYCHIATRIC DISABILITIES, ACQUIRED BRAIN INJURIES AND HOMELESS FAMILIES. SHELTERCARE PROVIDES EMERGENCY HOUSING, SHORT TERM HOUSING AND PERMANENT SUPPORTED HOUSING AND BEHAVIORAL HEALTH SERVICES. ADDITIONALLY, SHELTERCARE PROVIDES SUPPORT TO BUILD SKILLS FOR INDEPENDENT LIVING AND HOUSEHOLD STABILITY. false true 5142894 2564488 741076 HOMELESS SERVICES: SHELTERCARE PROVIDES EMERGENCY HOUSING, TRANSITIONAL HOUSING, AND PREVENTION SERVICES TO UNHOUSED COMMUNITY MEMBERS OR THOSE AT RISK OF LOSING THEIR HOUSING. 576 FAMILIES WERE PROVIDED FINANCIAL ASSISTANCE AND CASE MANAGEMENT TO AVOID LOSING THEIR HOUSING. 10 FAMILIES WERE TEMPORARILY HOUSED WHEN EXPERIENCING A CRISIS IN THEIR HOUSING. DURING THEIR STAY, THOSE FAMILIES WORK WITH STAFF TO SECURE PERMANENT AFFORDABLE HOUSING AND UPON EXIT, 5 OUT OF 10 TRANSITIONED TO PERMANENT HOUSING. IN ADDITION, SHELTERCARE ALSO PROVIDED SHORT TERM HOUSING FOR 55 HOMELESS ADULTS WHO NEEDED A SAFE PLACE TO CONTINUE RECOVERY AFTER A HOSPITAL STAY. 28 OF THOSE INDIVIDUALS WERE CHRONICALLY ILL. THE COMMONS ON MLK ALSO PROVIDED 65 CHRONICALLY HOMELESS INDIVIDUALS WITH PERMANENT SUPPORTIVE HOUSING. 542440 439849 MENTAL HEALTH SERVICES: BEHAVIORAL HEALTH AND PERMANENT SUPPORTED HOUSING SERVICES INCLUDE LONGER-TERM MENTAL HEALTH TREATMENT AND SUPPORTIVE SERVICES TO ASSIST HOMELESS INDIVIDUALS IN OBTAINING AND MAINTAINING HOUSINGS. PROGRAMS INCLUDE STATE RENTAL ASSISTANCE PROGRAM, SCATTERED SITE SUPPORTED HOUSING AND SERVICES OFFERED AT VARIOUS LOCATIONS THROUGH-OUT EUGENE AND SPRINGFIELD. SHELTERCARE PROVIDED LONG TERM SUPPORTED HOUSING TO 150 HOMELESS ADULTS WHO ARE LIVING WITH A MENTAL ILLNESS OR OTHER SERIOUS DISABILITY. 134 INDIVIDUALS RECEIVED BEHAVIORAL HEALTH SERVICES AND DEVELOPED TREATMENT PLANS TO LEARN HOW TO MANAGE THEIR MENTAL HEALTH SYMPTOMS. 36687 12329 38610 PROPERTY MANAGEMENT SERVICES: SERVICES INCLUDE PROVIDING PROPERTY MANAGEMENT SERVICES FOR SUPPORTED HOUSING PROGRAMS IN EUGENE AND SPRINGFIELD, AS WELL AS PROPERTY MANAGEMENT SERVICES FOR 3 HUD PROPERTIES THAT SHELTERCARE MANAGES. 5722021 true true false true false false false false false true true false false true true false false true false false false false false false true false false false true false false false false false false false false false false false false false false true false false false true 107 0 113 true false false false false false false false false false false false false X 13 13 false false false false false false false true true false false true true true true true true true true false OR X X SHELTERCARE 5416861262 499 W 4TH AVE EUGENE OR 97401 MICHELLE HANKES CEO 40.00 3.50 X 111194 0 15031 KATHLEEN BROADHURST SR. FINANCE 40.00 1.00 X 95573 0 9136 CHRIS PAGE CHAIR 1.00 0.50 X X 0 0 0 SUJATA SANGHVI VICE CHAIR 1.00 1.00 X X 0 0 0 MELINDA GRIER SECRETARY 1.00 3.50 X X 0 0 0 DR TOM HARBURG PAST CHAIR 1.00 1.00 X 0 0 0 PRISCILLA GOULD MEMBER 1.00 1.50 X 0 0 0 DR DAVID DEHAAS MEMBER 1.00 X 0 0 0 BRAD SMITH MEMBER 1.00 X 0 0 0 JESS HOBBS MEMBER 1.00 X 0 0 0 PAT FARR MEMBER 1.00 X 0 0 0 JESSE ELCONIN MEMBER 1.00 X 0 0 0 ERIC VAN HOUTEN MEMBER 1.00 3.00 X 0 0 0 GERRY GAYDOS MEMBER 1.00 0.50 X 0 0 0 DELEESA MEASHINTUBBY MEMBER 1.00 X 0 0 0 206767 24167 1 false false false 24050 5325694 568433 19225 5918177 MEDICAID - TITLE XIX 624100 872211 872211 PROGRAM RENT 624229 310855 310855 OTHER FEES 624100 30449 30449 PROGRAM FEES 624100 6020 6020 1219535 1454 1454 3700 3700 3700 3700 7321 24050 4573 2748 CONTRACTUAL ADJUSTMENT 900099 174305 174305 OTHER INCOME 900099 116153 116153 290458 7436072 1509993 5154 2576817 2576817 259064 259064 2604220 1774292 669688 160240 37756 21471 14613 1672 391960 266114 107696 18150 219303 134421 74893 9989 5181 2291 2890 48000 48000 137574 61962 69605 6007 69402 55479 11913 2010 120905 95981 21766 3158 42604 37838 1964 2802 95642 15573 73343 6726 191721 111479 75538 4704 122689 92536 24555 5598 REPAIRS AND MAINTENANCE 409447 383274 24482 1691 SUPPLIES 132232 61301 59412 11519 MISCELLANEOUS 44365 5355 14980 24030 TRAINING 32516 3244 29235 37 53056 22593 8302 22161 7594454 5722021 1591939 280494 38923 27144 693089 247199 675655 665561 51554 71156 189445 163373 4274804 2268945 2094139 2005859 914318 899144 4657123 4079436 80922 109625 1189091 1126440 1575703 1141692 2845716 2377757 X 1136420 1331931 674987 369748 1811407 1701679 4657123 4079436 -158382 48654 X false true X true true true X 4847418 5812930 7006983 10023674 5918177 33609182 4847418 5812930 7006983 10023674 5918177 33609182 35444 33573738 100098 16605 309 146 1454 118612 33727794 11036780 0.99540 0.99060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED true true false false false false true 22344 false false 22344 false SCHEDULE C, PART IV ACTIVITIES INCLUDE PROMOTION OF STATE EXPENDITURES TOWARD SERVICES FOR SHELTERCARE CLIENTS OR TO TRY TO STOP DECREASES IN EXPENDITURES FOR SHELTERCARE CLIENTS. 914318 55484 63828 6830 899144 995179 10000 -51159 32842 6860 914318 751386 282683 31937 6953 995179 3944737 19827 3206711 6467 751386 3930490 10 85308 63882 7189 3944737 1.00000 false true true 874436 874436 1796095 1143958 652137 944065 567964 376101 660208 557023 103185 2005859 BENEFICIAL INTEREST IN SC FOUNDATION 899144 899144 CONTRACT OVERPAYMENT LIABILITY 473574 PAYROLL AND RELATED ACCRUALS 344138 LINE OF CREDIT 315000 CLIENT DEPOSITS AND OTHER 8980 1141692 SCHEDULE D, PAGE 2, PART V, LINE 4 DURING 2006, SHELTERCARE TERMINATED ITS ENDOWMENT FUND WITH OCF AND TRANSFERRED ALL REMAINING ASSETS TO A NEWLY FORMED EXEMPT ORGANIZATION, SHELTERCARE FOUNDATION. SHELTERCARE SPECIFIED ITSELF AS THE BENEFICIARY OF SHELTERCARE FOUNDATION ASSETS. VARIANCE POWER HAS NOT BEEN GRANTED BY SHELTERCARE TO SHELTERCARE FOUNDATION. SHELTERCARE FOUNDATION ESTABLISHED AN ENDOWMENT FUND WITH OCF TO MANAGE ITS INVESTMENT PORTFOLIO. SHELTERCARE REPORTS AS AN ASSET ITS INTEREST IN THE NET ASSETS OF SHELTERCARE FOUNDATION AT FAIR VALUE AS AN ASSET MEASURED WITH LEVEL 3 INPUTS. THE INTEREST IN THE NET ASSETS OF SHELTERCARE FOUNDATION IS CONSIDERED A BOARD-DESIGNATED ENDOWMENT AND IS REPORTED WITH UNRESTRICTED NET ASSETS. UPON REQUEST, SHELTERCARE FOUNDATION MAY MAKE DISTRIBUTIONS TO SHELTERCARE. THE BOARD OF DIRECTORS OF SHELTERCARE SHALL SUBMIT A REQUEST FOR DISTRIBUTION. THE REQUEST SHALL INDICATE THE AMOUNT OF THE REQUESTED DISTRIBUTION, WHICH WILL NOT EXCEED THE ANNUAL PAYOUT AMOUNT TO BE PROVIDED TO SHELTERCARE FOUNDATION BY OCF. THE DESCRIPTION MUST CONTAIN SUFFICIENT DETAIL TO ENABLE THE BOARD TO DETERMINE TO ITS SATISFACTION THAT THE INTENDED USE OF THE DISTRIBUTION MEETS THE CRITERIA. IN THE EVENT SHELTERCARE FOUNDATIONS BOARD OF DIRECTORS DETERMINES THAT THE INTENDED USE OF THE DISTRIBUTION MEETS THE CRITERIA, THEN IT SHALL APPROVE SHELTERCARES REQUEST FOR DISTRIBUTION AND SHALL MAKE THE REQUESTED PROCEEDS AVAILABLE TO SHELTERCARE IMMEDIATELY UPON THE AVAILABILITY OF SUCH FUNDS. IN THE EVENT SHELTERCARE FOUNDATIONS BOARD OF DIRECTORS DETERMINES THAT THE INTENDED USE OF THE DISTRIBUTION FAILS TO MEET THE CRITERIA, THEN IT MAY REQUIRE ADDITIONAL INFORMATION FROM SHELTERCARE TO MAKE A FINAL DETERMINATION ON THE MATTER. RUN FOR YOUR LI 31371 24050 7321 206 450 3917 31371 24050 7321 206 450 3917 4573 2748 false RENT & HOUSING ASSISTANCE 1405 2380483 UTILITY ASSISTANCE 202 107477 FOOD 7 30095 FMV FOOD OTHER ASSISTANCE 157 16692 SUPPLIES 44 42070 FMV LIVING SUPPLIES FORM 990 - ORGANIZATION'S MISSION SHELTERCARE OFFERS A VARIETY OF HOUSING AND SUPPORT SERVICES FOR PEOPLE WHO ARE HOMELESS OR THOSE FACING HOMELESSNESS WITH A COMMITTED FOCUS ON THE COMMUNITY'S MOST VULNERABLE INDIVIDUALS DEALING WITH PSYCHIATRIC DISABILITIES, ACQUIRED BRAIN INJURIES AND HOMELESS FAMILIES. SHELTERCARE PROVIDES EMERGENCY HOUSING, SHORT TERM HOUSING AND PERMANENT SUPPORTED HOUSING AND BEHAVIORAL HEALTH SERVICES. ADDITIONALLY, SHELTERCARE PROVIDES SUPPORT TO BUILD SKILLS FOR INDEPENDENT LIVING AND HOUSEHOLD STABILITY. FORM 990, PAGE 1, PART I, LINE 6 VOLUNTEERS ASSIST SHELTERCARE IN A VARIETY OF ACTIVITIES INCLUDING WORKING WITH ADMIN AND PROGRAM STAFF. THEY MAY WORK ON SPECIAL PROJECTS SUCH AS DOING MARKET RESEARCH OR ADVISING ON WAYS TO IMPROVE EFFICIENCY IN OUR PROGRAMS. THEY ASSIST PROGRAM STAFF WITH PROVIDING SERVICES TO OUR CLIENTS SUCH AS LIFE SKILLS TRAINING AND MONEY MANAGEMENT SKILLS. THEY MAY ALSO POSSESS SKILLS THAT OUR STAFF MAY LACK SUCH AS PROVIDING HAIRCUTS. IN ADDITION, VOLUNTEERS ASSIST OUR PROGRAM STAFF IN PROVIDING MENTORING, CRISIS INTERVENTION, AND SOME LIMITED CASE MANAGEMENT FOR PROGRAM PARTICIPANTS. VOLUNTEERS PROVIDE A CONSIDERABLE AMOUNT OF SOCIALIZATION OPPORTUNITIES (BOTH WITHIN THE PROGRAM AND IN THE COMMUNITY) TO CLIENTS AS WELL. FORM 990, PAGE 2, PART III, LINE 3 PURSUANT TO A BOARD DECISION, SHELTERCARE CEASED OPERATIONS FO THE COMMONS AT MLK PROGRAM IN DECEMBER 20222. FORM 990, PAGE 2, PART III, LINE 4A HOMELESS SERVICES: SHELTERCARE PROVIDES EMERGENCY HOUSING, TRANSITIONAL HOUSING, AND PREVENTION SERVICES TO UNHOUSED COMMUNITY MEMBERS OR THOSE AT RISK OF LOSING THEIR HOUSING. 576 FAMILIES WERE PROVIDED FINANCIAL ASSISTANCE AND CASE MANAGEMENT TO AVOID LOSING THEIR HOUSING. 10 FAMILIES WERE TEMPORARILY HOUSED WHEN EXPERIENCING A CRISIS IN THEIR HOUSING. DURING THEIR STAY, THOSE FAMILIES WORK WITH STAFF TO SECURE PERMANENT AFFORDABLE HOUSING AND UPON EXIT, 5 OUT OF 10 TRANSITIONED TO PERMANENT HOUSING. IN ADDITION, SHELTERCARE ALSO PROVIDED SHORT TERM HOUSING FOR 55 HOMELESS ADULTS WHO NEEDED A SAFE PLACE TO CONTINUE RECOVERY AFTER A HOSPITAL STAY. 28 OF THOSE INDIVIDUALS WERE CHRONICALLY ILL. THE COMMONS ON MLK ALSO PROVIDED 65 CHRONICALLY HOMELESS INDIVIDUALS WITH PERMANENT SUPPORTIVE HOUSING. FORM 990, PAGE 6, PART VI, LINE 11B EACH YEAR, PRIOR TO THE FILING OF THE FORM 990, THE AUDIT/FINANCE COMMITTEE OF THE BOARD OF DIRECTORS REVIEWS THE DRAFT FORM 990 AS SOON AS IT IS AVAILABLE. ONCE THE DRAFT 990 HAS BEEN REVIEWED AND ANY CHANGES ARE MADE, THE REVISED 990 IS SENT TO THE FULL BOARD. IT IS APPROVED BY THE FULL BOARD AT ITS NEXT BOARD MEETING. THE DRAFT AUDIT IS REVIEWED WITH THE AUDITOR AT A FINANCE COMMITTEE MEETING AND ANY QUESTIONS ARE ANSWERED. AT THE NEXT FULL MEETING OF THE BOARD OF DIRECTORS, THE AUDIT/FINANCE COMMITTEE CHAIR PRESENTS A SUMMARY OF THE AUDIT TO THE FULL BOARD FOR ITS ACCEPTANCE AND APPROVAL. THE FULL BOARD IS SENT THE FORM 990 BY EMAIL AS SOON AS IT IS AVAILABLE. FORM 990, PAGE 6, PART VI, LINE 12C SHELTERCARE RARELY HAS A SITUATION THAT INVOLVES A CONFLICT OF INTEREST. THE ORGANIZATION CHOOSES NOT TO DO BUSINESS WITH THE BOARD MEMBERS OR FAMILY MEMBERS OF BOARD MEMBERS OR THEIR COMPANIES WHENEVER POSSIBLE TO KEEP THE OPPORTUNITY FOR A CONFLICT TO A MINIMUM. IF THERE IS A CONFLICT OF INTEREST, THE BOARD MEMBER IS ASKED TO ABSTAIN FROM VOTING ON ANY MATTER WHERE THE CONFLICT OF INTEREST COMES INTO PLAY. FORM 990, PAGE 6, PART VI, LINE 15A THE SALARY FOR THE CHIEF EXECUTIVE OFFICER IS DETERMINED BY REVIEWING A BI-ANNUAL SURVEY PROVIDED BY AN INDEPENDENT ORGANIZATION OF AGENCIES IN OUR AREA DOING SIMILAR WORK WITH SIMILAR BUDGETS AND BY USING COMPARABLE DATA GATHERED FROM LOCAL SOURCES LIKE THE EMPLOYMENT DEPARTMENT, REGISTER GUARD AND EMAIL NOTIFICATION OF LOCAL POSTINGS. THIS INFORMATION IS GATHERED BY THE HUMAN RESOURCES MANAGER AND PRESENTED TO THE CHAIR OF THE PERSONNEL COMMITTEE OF THE BOARD OF DIRECTORS WHEN DETERMINING INCREASES IN THE SALARY OF THE CHIEF EXECUTIVE OFFICER. IN THE CASE OF SHELTERCARE, THE SALARY OF THE CHIEF EXECUTIVE OFFICER IS BELOW COMPARABLE POSITIONS IN OUR AREA BASED ON THE TWO WAYS WE HAVE OF GATHERING DATA. FORM 990, PAGE 6, PART VI, LINE 15B SHELTERCARE DOES NOT COMPENSATE ITS BOARD MEMBERS IN ANY WAY. THE SALARIES FOR THE KEY EMPLOYEES FOR THE ORGANIZATION ARE DETERMINED BY REVIEWING A BI-ANNUAL SURVEY PROVIDED BY AN INDEPENDENT ORGANIZATION OF AGENCIES IN OUR AREA DOING SIMILAR WORK WITH SIMILAR BUDGETS AND BY USING COMPARABLE DATA GATHERED FROM LOCAL SOURCES LIKE THE EMPLOYMENT DEPARTMENT, REGISTER GUARD AND EMAIL NOTIFICATION OF LOCAL POSTINGS. FOR KEY EMPLOYEES, THE INFORMATION IS PROVIDED TO THE CHIEF EXECUTIVE OFFICER FOR ANALYSIS AND ULTIMATE DECISION ON SALARIES. IN THE CASE OF SHELTERCARE, THE SALARIES OF KEY PERSONNEL ARE BELOW OR CLOSE TO AVERAGE MINIMUM COMPARABLE TO POSITIONS IN OUR AREA BASED ON THE TWO WAYS WE HAVE OF GATHERING DATA. FORM 990, PAGE 6, PART VI, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC AT THE PHYSICAL LOCATION UPON REQUEST. AFYIA APARTMENTS INC 499 W 4TH AVE EUGENE OR 97401 900455089 HOUSING OR 501C3 7 NA false DH INCORPORATED 499 W 4TH AVE EUGENE OR 97401 943046552 HOUSING OR 501C3 7 NA false RIVER KOURT APARTMENTS 499 W 4TH AVE EUGENE OR 97401 931161391 HOUSING OR 501C3 7 NA false SHELTERCARE 499 PROJECT 499 W 4TH AVE EUGENE OR 97401 463534725 CHARITABLE OR 501C3 12A SHELTERCAR true SHELTERCARE FOUNDATION 499 W 4TH AVE EUGENE OR 97401 371495367 CHARITABLE OR 501C3 12C NA false false false true true false false false false false false false true false true true false true false false SHELTERCARE 499 PROJECT N 116809 DEPRECIATION OF BUILDING