Senior Housing Relief for Elders Inc

Nonprofit profile at a glance

EIN
874154948
IRS 990 coverage
2022–2024
Forms available
Form 990 2024, Form 990-T 2024
Location
Menifee, CA, USA
Phone
7603598697
Rating
59
Verdict
MIXED
Rating confidence
Moderate
Sector
Senior Citizens' Housing/Retirement Communities

Official website

Reported finances

Revenue
$110,619
Expenses
$342,236
Assets
$512,088
Liabilities
$3,289

Source: IRS Form 990. Selected filing: tax year 2024. Amounts in USD.

Leadership & pay

7 people listed

People named in this filing

  • Vicki Clark (Director)
  • Sue Farrow (Treasurer)
  • David Johanson (Director)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

SHORE (Senior Housing Relief for Elders) improves access to affordable housing for older adults by removing financial barriers to entering senior living. The organization provides need-based grants that cover move-in fees, financial assessments, and emergency hardships, ensuring that seniors can transition smoothly into safe and supportive senior living communities. SHORE partners with senior living operators and senior service providers to expand access, strengthen resident stability, and enhance community well-being. Through our affiliates, we expand impact by creating sustainable, mission-driven programs that deliver direct assistance while ensuring accountability, compliance, and demonstrated outcomes.

What it reported doing in 2024

Aid and Attendance Benefit Assessment Grants Provided $74,000 in grants to cover application fees for seniors pursuing VA Aid and Attendance benefits through Patriot Angels. This support helped 77 seniors access vital financial assistance for long-term care. Senior Living Community Micro-Grants Distributed $10,000 in direct housing relief to help 10 residents cover move-in costs or rental shortfalls, preventing displacement and promoting housing stability. Total Relief Provided: $84,000 awarded to support 87 older adults in securing or maintaining safe, affordable senior housing. Special Initiatives & Partnerships: Named Integral Senior Livings Charity of the Year, generating $12,702 through resident and staff fundraising. Beneficiary of the Rock N Rollin for Seniors Bocce Ball Tournament in Dana Point, raising $23,427. Received a $25,000 major gift from a senior living executive recognizing SHOREs impact. Launched the SHORE Chapter Model, an innovative foundation structure allowing senior living operators and service providers to establish branded nonprofit chapters under SHOREs umbrella to provide targeted local housing relief. Organizational Growth: Welcomed Deb Howard (Senior Living SMART) to the Board of Directors. Promoted Monika Hernandez to Operations Coordinator to lead development of the Chapter Model. Strengthened infrastructure to support national expansion of SHOREs mission through chapter-based partnerships.

Operating model

Revenue model
Donor-supported. 100% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 73% of its reported program spending out as grants.

The verdict

MIXED - The filed numbers largely add up and a large share of available resources goes toward mission work. A relatively small share of voting board members are independent and a relatively small share of total spending goes to programs.

Rating breakdown

  • Financial Efficiency: 67
  • Transparency & Controls: 93
  • Accountability: 0
  • Sustainability: 30
  • Growth: 60

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 100%; rating input score 100
  • Program expense ratio: 33.7%; rating input score 34
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 80th percentile among comparable filings
  • Major donor itemization: Limited
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 0%; rating input score 0; 7th percentile among comparable filings
  • Governance controls: 0 of 7 controls in place; rating input score 0
    • Conflict-of-interest policy: Fail
    • Whistleblower policy: Fail
    • Document-retention policy: Fail
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Fail
    • Board meeting minutes documented: Fail
    • Audit committee oversight: Missing
    • Independent financial-statement audit: Fail

Sustainability

  • Operating margin: -209.4%; rating input score 1; 1st percentile among comparable filings
  • Total-asset coverage ratio: 1.5; rating input score 52; 52nd percentile among comparable filings
  • Liabilities to assets ratio: 0.01; rating input score 48; 48th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 69; 69th percentile among comparable filings

Growth

  • Program expense growth: 80.3% per year; rating input score 100; 98th percentile among comparable filings
  • Revenue growth: -15.4% per year; rating input score 0; 4th percentile among comparable filings
  • Asset growth: 56.8% per year; rating input score 100; 97th percentile among comparable filings

Details

  • Where the money goes: 100% of revenue deployed · 33.7% of spending went to programs
  • Governance: 0 of 7 board members independent · 0 of 7 filing controls reported
  • Programs: 1 filed program accomplishment · $115K in reported program spending
  • Leadership: top reported pay $0 · 7 people listed
  • Consistency: 25 of 25 current checks pass
  • Schedules: 3 filed schedules · includes grants
  • Filing history: 3 filing years from 2022 to 2024
  • Contacts: How to reach this organization
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • High — Accountability: Independent voting board scored 0/100.
  • Moderate — Financial Efficiency: Program expense ratio scored 34/100.
  • High — Accountability: Governance controls: 6 of 6 not reported.
  • High — Sustainability: Operating margin scored 1/100.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Sustainability: Total-asset coverage ratio scored 52/100.
  • Moderate — Sustainability: Liabilities to assets ratio scored 48/100.