2024-09-04T20:02:34-05:00 2023-12-31 731225615 SMITH CARNEY & CO PC 5100 N BROOKLINE SUITE 1000 OKLAHOMA CITY OK 731123627 990 2023-04-17 923546016 SHELTERWELL INC SHEL 4059536414 629 W MAIN STREET OKLAHOMA CITY OK 73102 GRACE HILL CHIEF OPERATING OFFICER 4059536414 2024-08-29 1 MATTHEW J MAJOR P00934936 4052721040 2023 2024-08-08 14:25:15Z X GRACE HILL 629 W MAIN STREET OKLAHOMA CITY OK 73102 604574 0 X HTTPS://WWW.SHELTERWELL.ORG/ X 2023 OK SHELTERWELL FOSTERS A SPIRIT OF CONNECTED COMMUNITY, CENTERED ON THE BELIEF THAT HOUSING IS A HUMAN RIGHT. 7 7 11 0 0 0 604548 0 26 0 604574 0 0 457199 0 48436 150644 607843 -3269 -3269 0 -3269 SHELTERWELL FOSTERS A SPIRIT OF CONNECTED COMMUNITY, CENTERED ON THE BELIEF THAT HOUSING IS A HUMAN RIGHT. 0 0 194809 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. 77426 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. 62405 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. 334640 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 11 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 0 0 0 0 0 0 0 1 1 1 0 1 1 1 1 1 1 1 1 0 OK X SHELTERWELL INC 4059536414 629 W MAIN STREET OKLAHOMA CITY OK 73102 ALEX KAISER PRESIDENT AND DIRECTOR 1.00 X 0 0 0 MARKUS SMITH VICE PRESIDENT AND DIRECTOR 1.00 X 0 0 0 MICHAEL MILLIGAN TREASURER AND DIRECTOR 1.00 X 0 0 0 CASSIDY THOMPSON SECRETARY AND DIRECTOR 1.00 X 0 0 0 JULIA KIRT GOV CHAIR AND DIRECTOR 1.00 X 0 0 0 GINNY BASS CARL DIRECTOR 1.00 X 0 0 0 TERESA ROSE DIRECTOR 1.00 X 0 0 0 AMY COLDREN CHIEF EXECUTIVE OFFICER 40.00 X 63692 0 2901 GRACE HILL CHIEF OPERATIONS OFFICER 40.00 X 51000 0 2747 114692 0 5648 0 0 0 0 0 599131 5417 604548 26 26 604574 0 0 26 120340 72204 48136 270723 270723 32758 1852 30906 33378 33378 30225 30225 7200 7200 4109 4109 2444 2253 191 15017 14430 587 36650 34340 2310 1426 1426 22982 2100 20882 1094 711 274 109 6494 6494 MISCELLANEOUS 10237 10237 MEMBERSHIP AND DUES FEE 9058 9058 MEMBER EXPENSES 3708 3708 607843 334640 224767 48436 -26482 7900 16407 1094 0 15313 0 -3269 0 0 X 0 0 0 0 0 -3269 0 -3269 0 -3269 -3269 0 X 0 0 0 X 604548 604548 604548 604548 604548 26 26 604574 1.00000 X PUBLIC SUPPORT 5 YEARS THE ORGANIZATION IS FILING ITS INITIAL TAX RETURN AND THEREFORE, DOES NOT HAVE ANY PREVIOUS YEARS DATA TO CALCULATE THE 5 YEARS OF PUBLIC SUPPORT. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 16407 1094 15313 15313 FORM 990, PART VI, SECTION B, LINE 11B THE BOARD OF DIRECTORS AND MANAGEMENT REVIEW AND APPROVE THE FORM 990 THOROUGHLY BEFORE IT IS SIGNED AND FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, AN INTERESTED PERSON SHALL DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH BOARD DELEGATED POWER WHO ARE CONSIDERING A PROPOSED TRANSACTION OR ARRANGEMENT. THE CONFLICT OF INTEREST DISCLOSURE QUESTIONNAIRE IS TO BE COMPLETED ON AN ANNUAL BASIS BY OFFICERS, DIRECTORS, KEY EMPLOYEES, AND MEMBERS OF BOARD COMMITTEES. THESE ARE SIGNED BY THE EMPLOYEE, BECOME PART OF RECORD, AND ARE MONITORED BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION USES THE MOST RECENT AND UPDATED VERSION OF THE COMPENSATION REPORT AN ANALYSIS OF OKLAHOMA NONPROFITS. ON AN ANNUAL BASIS, THE EXECUTIVE COMMITTEE OR BOARD SHALL REVIEW THE COMPENSATION ARRANGEMENTS FOR THE CEO AND OTHER OFFICERS. FORM 990, PART VI, SECTION C, LINE 19 THEY ARE AVAILABLE UPON REQUEST.