OMB No. 1545-0047 Form 990 Return of Organization Exempt From Income Tax (Rev. January 2020) 2019 Under section 501(c), 527, or 4947(a)(1) of the Internal Revenue Code (except private foundations) Open to Public Department of the Treasury G Do not enter social security numbers on this form as it may be made public. Internal Revenue Service G Go to www.irs.gov/Form990 for instructions and the latest information. Inspection A For the 2019 calendar year, or tax year beginning 7/01 , 2019, and ending 6/30 , 2020 B Check if applicable: C D Employer identification number X Address change SHELTER, INC. 68-0117241 Name change PO BOX 5368 E Telephone number Initial return CONCORD, CA 94524 (925) 957-7595 Final return/terminated Amended return G Gross receipts $ 14,443,211. Is this a group return for subordinates? Application pending F Name and address of principal officer: JOHN ECKSTROM H(a) Yes X No H(b) Are all subordinates included? Yes No SAME AS C ABOVE If "No," attach a list. (see instructions) I Tax-exempt status: X 501(c)(3) 501(c) ()H (insert no.) 4947(a)(1) or 527 J Website: G WWW.SHELTERINC.ORG H(c) Group exemption number G K Form of organization: X Corporation Trust Association OtherG L Year of formation: 1986 M State of legal domicile: CA Part I Summary 1 Briefly describe the organization's mission or most significant activities: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. 2 Check this box G if the organization discontinued its operations or disposed of more than 25% of its net assets. 3 Number of voting members of the governing body (Part VI, line 1a) . 3 12 4 Number of independent voting members of the governing body (Part VI, line 1b). 4 12 5 Total number of individuals employed in calendar year 2019 (Part V, line 2a) . 5 156 6 Total number of volunteers (estimate if necessary). 6 860 7a Total unrelated business revenue from Part VIII, column (C), line 12. 7a 0. b Net unrelated business taxable income from Form 990-T, line 39. 7b 0. Prior Year Current Year 8 Contributions and grants (Part VIII, line 1h). 10,407,970. 12,363,254. 9 Program service revenue (Part VIII, line 2g). 757,631. 1,933,310. 10 Investment income (Part VIII, column (A), lines 3, 4, and 7d) . 4,016. 5,359. 11 Other revenue (Part VIII, column (A), lines 5, 6d, 8c, 9c, 10c, and 11e). 57,459. 66,796. 12 Total revenue ' add lines 8 through 11 (must equal Part VIII, column (A), line 12) . 11,227,076. 14,368,719. 13 Grants and similar amounts paid (Part IX, column (A), lines 1-3). 14 Benefits paid to or for members (Part IX, column (A), line 4). 15 Salaries, other compensation, employee benefits (Part IX, column (A), lines 5-10). 4,732,370. 6,124,798. 16 a Professional fundraising fees (Part IX, column (A), line 11e). b Total fundraising expenses (Part IX, column (D), line 25) G 973,341. 17 Other expenses (Part IX, column (A), lines 11a-11d, 11f-24e). 6,450,424. 7,620,948. 18 Total expenses. Add lines 13-17 (must equal Part IX, column (A), line 25). 11,182,794. 13,745,746. 19 Revenue less expenses. Subtract line 18 from line 12 . 44,282. 622,973. Beginning of Current Year End of Year 20 Total assets (Part X, line 16). 7,095,348. 8,370,653. 21 Total liabilities (Part X, line 26) . 3,450,301. 4,183,452. 22 Net assets or fund balances. Subtract line 21 from line 20 . 3,645,047. 4,187,201. Part II Signature Block Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than officer) is based on all information of which preparer has any knowledge. A Signature of officer Date Sign Here JOHN ECKSTROM CEO A Type or print name and title Print/Type preparer's name Preparer's signature Date Check if PTIN Paid IRYNA ORESHKOVA, CPA IRYNA ORESHKOVA, CPA 2/3/21 self-employed P00842984 Preparer Firm's name G IRYNA AC Use Only Firm's address G 1000 BROADWAY, 200-G Firm's EIN G 20-4994635 OAKLAND, CA 94607 Phone no. (510) 467-9506 May the IRS discuss this return with the preparer shown above? (see instructions) . X Yes No BAA For Paperwork Reduction Act Notice, see the separate instructions. TEEA0101L 01/21/20 Form 990 (2019) Form 990 (2019) SHELTER, INC. 68-0117241 Page 2 Part III Statement of Program Service Accomplishments Check if Schedule O contains a response or note to any line in this Part III. 1 Briefly describe 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. 2 Did the organization undertake any significant program services during the year which were not listed on the prior Form 990 or 990-EZ?. Yes X No If "Yes," describe these new services on Schedule O. 3 Did the organization cease conducting, or make significant changes in how it conducts, any program services?. Yes X No If "Yes," describe these changes on Schedule O. 4 Describe the organization's program service accomplishments for each of its three largest program services, as measured by expenses. Section 501(c)(3) and 501(c)(4) organizations are required to report the amount of grants and allocations to others, the total expenses, and revenue, if any, for each program service reported. 4 a (Code: ) (Expenses $ 5,292,498. including grants of $ ) (Revenue $ 1,933,310. ) 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-SUFFICIENCY. THIS HOUSING FIRST APPROACH IS DESIGNED TO HELP REDUCE THE INCIDENCES AND DURATION OF HOMELESSNESS FOR LOW-INCOME AND DISADVANTAGED PEOPLE WHO ARE ELIGIBLE UNDER A VARIETY OF PUBLICLY-FUNDED HOUSING PROGRAMS. SERVICES THAT ARE CRITICAL TO SUCCESS INCLUDE ONE-ON-ONE CASE MANAGEMENT, HOUSING SEARCH ASSISTANCE, EMPLOYMENT SERVICES, EDUCATION, MENTAL HEALTH COUNSELING, AND BUDGETING GUIDANCE. DURING THE YEAR, 1,680 WOMEN, CHILDREN AND MEN WERE PLACED IN PERMANENT HOUSING. 4 b (Code: ) (Expenses $ 3,513,433. including grants of $ ) (Revenue $ ) 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 EVENT WHICH TEMPORARILY MAKES THEM UNABLE TO MEET THEIR RENT OBLIGATIONS. DEPENDING ON THEIR LEVEL OF RISK, HOUSEHOLDS ARE OFFERED INDIVIDUALIZED INTENSIVE CASE MANAGEMENT ALONG WITH FINANCIAL ASSISTANCE EITHER ON A ONE-TIME BASIS OR AS SHORT TERM (TYPICALLY 3 TO 12 MONTHS) SUPPORT AS THEY STABILIZE THEIR HOUSING AND DEVELOP RESOURCES FOR GREATER FINANCIAL SELF-SUFFICIENCY. DURING THE YEAR, 958 WOMEN, CHILDREN AND MEN WERE PREVENTED FROM BECOMING HOMELESS. 4 c (Code: ) (Expenses $ 2,196,934. including grants of $ ) (Revenue $ ) 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 CONTRA COSTA COUNTY. SHELTER, INC. OWNS AND MASTER LEASES UNITS THAT OFFER SAFE, QUALITY RENTAL UNITS AT AFFORDABLE RENTS OR WHICH ARE SUBSIDIZED FOR ELIGIBLE PROGRAM PARTICIPANTS TO INCREASE THE STOCK OF UNITS ACCESSIBLE TO VULNERABLE FAMILIES AND INDIVIDUALS. DURING THE YEAR, 142 WOMEN, CHILDREN AND MEN WERE PROVIDED LOW-INCOME AFFORDABLE HOUSING OFTEN PAYING NO MORE THAN 30% OF THEIR INCOME TOWARDS RENT. 4 d Other program services (Describe on Schedule O.) (Expenses $ including grants of $ ) (Revenue $ ) 4 e Total program service expenses G 11,002,865. BAA TEEA0102L 07/31/19 Form 990 (2019) Form 990 (2019) SHELTER, INC. 68-0117241 Page 3 Part IV Checklist of Required Schedules Yes No 1 Is the organization described in section 501(c)(3) or 4947(a)(1) (other than a private foundation)? If 'Yes,' complete Schedule A. 1 X 2 Is the organization required to complete Schedule B, Schedule of Contributors (see instructions)?. 2 X 3 Did the organization engage in direct or indirect political campaign activities on behalf of or in opposition to candidates for public office? If 'Yes,' complete Schedule C, Part I. 3 X 4 Section 501(c)(3) organizations. Did the organization engage in lobbying activities, or have a section 501(h) election in effect during the tax year? If 'Yes,' complete Schedule C, Part II. 4 X 5 Is the organization a section 501(c)(4), 501(c)(5), or 501(c)(6) organization that receives membership dues, assessments, or similar amounts as defined in Revenue Procedure 98-19? If 'Yes,' complete Schedule C, Part III. 5 X 6 Did the organization maintain any donor advised funds or any similar funds or accounts for which donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts? If 'Yes,' complete Schedule D, Part I . 6 X 7 Did the organization receive or hold a conservation easement, including easements to preserve open space, the environment, historic land areas, or historic structures? If 'Yes,' complete Schedule D, Part II. 7 X 8 Did the organization maintain collections of works of art, historical treasures, or other similar assets? If 'Yes,' complete Schedule D, Part III.