2025-11-20T18:25:45-06:00 2024-12-31 831445511 SMITH MARION & CO 1940 ORANGE TREE LANE SUITE 100 REDLANDS CA 92374 990 2024-01-01 853979419 SHELTERWOOD COLLECTIVE SHEL 2039155613 23500 KING RIDGE RD CAZADERO CA 95421 BRANDON JONES EXECUTIVE DIRECTOR 2039155613 2025-11-20 1 1 CARLOS CARAZO P02046597 9093072323 2025-11-20 2024 2025-03-06 01:10:19Z NIKOLA ALEXANDRE 23500 KING RIDGE RD CAZADERO CA 95421 3163145 0 X SHELTERWOODCOLLECTIVE.ORG X 2020 CA SHELTERWOOD COLLECTIVE IS A 900-ACRE COMMUNITY FOREST AND RETREAT SPACE. WE ARE BASED ON UNCEDED SOUTHERN POMO AND KASHAYA TERRITORY, ABOVE WHAT IS NOW CALLED THE RUSSIAN RIVER IN SONOMA COUNTY, CALIFORNIA. SHELTERWOOD WAS ESTABLISHED ON THE PREMISE THAT ECOSYSTEM HEALTH CAN ONLY BE ACHIEVED BYCOMMUNITIES WHO ARE IN DEEP RELATIONSHIP WITH THE EARTH AND WITH ONEANOTHER. THROUGH LAND STEWARDSHIP, FOREST RESTORATION, ANDCOMMUNITY AND CULTURAL PROGRAMS, WE HEAL INTERCONNECTED ECOSYSTEMS AND HELP INCREASE ACCESS TO THE OUTDOORS FOR HISTORICALLY MARGINALIZED COMMUNITIES. 5 4 7 30 0 0 13051109 3132883 143979 7000 0 22443 31043 819 13226131 3163145 9454615 0 0 0 447848 702158 158028 135000 138606 2113775 1882525 12174266 2719683 1051865 443462 7084841 7837405 184229 493332 6900612 7344073 X SHELTERWOOD COLLECTIVE IS A 900-ACRE COMMUNITY FOREST, RETREAT CENTER, AND COLLECTIVE OF LAND PROTECTORS ALL WORKING TOGETHER TO ADVANCE ACCESSIBILITY TO NATURE AND TO PROMOTE SUSTAINABLE LAND STEWARDSHIP. WE ARE BASED ON UNCEDED SOUTHERN POMO AND KASHAYA TERRITORY, ABOVE WHAT IS NOW CALLED THE RUSSIAN RIVER IN SONOMA COUNTY, CALIFORNIA. SHELTERWOOD WAS ESTABLISHED ON THE PREMISE THAT ECOSYSTEM HEALTH CAN ONLY BE ACHIEVED BYCOMMUNITIES WHO ARE IN DEEP RELATIONSHIP WITH THE EARTH AND WITH ONEANOTHER. THROUGH LAND STEWARDSHIP, FOREST RESTORATION, ANDCOMMUNITY AND CULTURAL PROGRAMS, WE HEAL INTERCONNECTED ECOSYSTEMS AND HELP INCREASE ACCESS TO THE OUTDOORS FOR HISTORICALLY MARGINALIZED COMMUNITIES. 0 0 1529799 7000 ADVANCED FOREST RESTORATION AND CONSERVATION ACTIVITIES. PILOT CRITICAL FOREST HEALTH ACTIVITIES AND BEGAN SPENDING A CALIFORNIA STATE GRANT FOCUSED ON LONG-TERM FOREST HEALTH AND VOLUNTEER ACTIVITIES. 203973 COMPLETED INFRASTRUCTURE IMPROVEMENTS. UPDATED TWO STUDIO/CABIN TO PROVIDE SAFE AND ACCESSIBLE SPACES FOR THE STAFF AND COMMUNITY MEMBERS TO CARRY OUT THE ORGANIZATION'S CORE MISSION. REPAIRED CIVIL SYSTEMS. 305960 COMMUNITY OUTREACH AND WORKSHOPS. WELCOMED A NUMBER OF DIFFERENT GROUPS TO THE LAND TO DEVELOP DEEPER CONNECTIONS WITH NATURE, WITH THEIR OWN ORGANIZATIONAL MISSIONS, AND WITH THE STAFF. HOSTED SMALL SCALE RETREATS. HOSTED VARIOUS ARTIST GROUPS TO RETREAT AND BUILD COMMUNITY. 2039732 1 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 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 1 31 0 7 1 0 0 0 0 0 0 0 0 0 0 X 5 4 1 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 1 1 1 0 CA X THE ORGANIZATION 2039155613 23500 KING RIDGE RD CAZADERO CA 95421 DESEREE FONTENOT CHAIR 1.00 X 0 0 0 MYLES LENNON SECRETARY 1.00 X 0 0 0 BRANDON JONES TREASURER 1.00 X 0 0 0 MAYA HARJO BOARD MEMBER 1.00 X 0 0 0 JULIA VELASQUEZ AT-LARGE 1.00 X 90185 0 0 NIKO ALEXANDRE CO-EXEC DIRECTOR 32.00 X 90903 0 0 LAYEL CARMAGO CO-EXEC DIRECTOR 32.00 X 71396 0 0 252484 0 0 0 0 0 0 BISWELL FORESTRY LLC PO BOX 6 CAZADERO CA 95421 FORESTRY 873780 1 1231179 1901704 17393 3132883 PROGRAM SERVICE FEES 900099 7000 7000 7000 22443 22443 OTHER INCOME 900099 819 819 819 3163145 7819 0 22443 X 573028 450582 122446 84241 59195 25046 44889 35275 9614 15950 15950 120728 32196 88532 135000 135000 1405167 1340556 64121 490 14368 2497 11871 118351 69988 48363 9903 4292 5059 552 83893 4283 79610 41567 8484 33083 STAFF APPRECIATION AND 36280 2370 33910 COMMUNITY ENGAGMENT 20282 19068 497 717 GEAR, SUPPLIES, EQUIPME 8752 7119 1633 EVENTS EXPENSE 4679 2471 361 1847 2605 1356 1249 2719683 2039732 541345 138606 1512038 1565801 214510 205000 349700 359 11196 25939 5854167 173071 5356607 5681096 7084841 7837405 142801 138973 41428 354359 184229 493332 X 5467782 6149464 1432830 1194609 6900612 7344073 7084841 7837405 443462 0 X 0 1 X 1 0 X 5283394 1959225 13051109 3132883 23426611 5283394 1959225 13051109 3132883 23426611 23426611 22443 22443 819 819 23449873 7000 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3469722 3469722 2274603 148791 2125812 76851 24280 52571 32991 32991 5681096 REFUNDABLE ADVANCE 347359 OTHER LIABILITIES 7000 354359 X 3163145 0 3163145 0 3163145 2719683 0 2719683 0 2719683 PART X, LINE 2: THE ORGANIZATION HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE ORGANIZATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. X X X X X 0 FORM 990, PART VI, SECTION A, LINE 2 BOARD MEMBER JULIA VELASQUEZ IS MARRIED TO LAYEL CAMARGO, WHO WAS THE CO-EXECUTIVE DIRECTOR IN 2023. FORM 990, PART VI, SECTION B, LINE 11B THE TAX RETURN IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM. AFTER COMPLETION OF SAID RETURNS, THE ORGANIZATION IS SENT A DRAFT OF THE TAX RETURNS TO BE REVIEWED AND EXAMINED. BOARD OF DIRECTORS AT THAT TIME CAN REVIEW AND IF APPLICABLE DISCUSS ANY LINE ITEMS IN THE RETURN WITH THE ACCOUNTANT WHO HAS PREPARED THE RETURN. IF ALL ITEMS ARE FOUND TO BE ACCEPTABLE, AN AUTHORIZATION IS SIGNED AND PROVIDED TO AUTHORIZE THE OUTSIDE ACCOUNTING FIRM TO PROCESS, SIGN AND PROVIDE COPIES OF THE RETURNS TO BE FILED (PAPER OR ELECTRONICALLY) WITH THE DESIGNATED GOVERNMENTAL AGENCIES. FORM 990, PART VI, SECTION B, LINE 15 BOARD OF DIRECTORS SETS COMPENSATON FORM 990, PART VI, SECTION C, LINE 19 GOVERNING DOCUMENTS AND FORMS ARE AVAILABLE UPON REQUEST FORM 990, PART IX, LINE 11G PROFESSIONAL SERVICES: PROGRAM SERVICE EXPENSES 1,340,556. MANAGEMENT AND GENERAL EXPENSES 64,121. FUNDRAISING EXPENSES 490. TOTAL EXPENSES 1,405,167.