Beyond Shelter INC

Claim this org

(tell your story, add context, and more) Claim it free, then get the verified mark for $2,500 a year, plus $10 a year for the ID check.

How does your 990 look to donors? Take the 10-Question Audit

To promote and provide affordable housing and housing services and community development.

501(c)(3) charity; gifts are tax-deductible.
88¢ of each $1 spent went to programs.
Run by 6 volunteers and 12 employees.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2024 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $1.9M a year · 34% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
88%
of spending
Looks good: 88% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$988K
to officers and key staff · 24% of spending
Worth a look: pay to officers and key staff is 24% of spending; over 20%.
Pt VII · Sec A
13 mo
of spending, in cash
Plus $36.2M in investments, Pt X · Ln 11–13
Looks good: 12.9 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $108K
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$27.4M
45% of total assets
Looks good: liabilities are 45% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$6.7M
-13% vs prior year
Spent
$4.1M
To programs
88%
Net assets
$34.0M
By yearFY2020–FY2024
Revenue
$6.7M
FY2024▼ -13%
Tap a bar for its year
Revenue by fiscal year
FY2020$3.2M
FY2021$6.5M
FY2022$3.2M
FY2023$7.7M
FY2024$6.7M
Expenses
$4.1M
FY2024▲ +4%
Tap a bar for its year
Expenses by fiscal year
FY2020$3.2M
FY2021$3.3M
FY2022$3.4M
FY2023$3.9M
FY2024$4.1M
Net assets
$34.0M
FY2024▲ +9%
Tap a bar for its year
Net assets by fiscal year
FY2020$24.2M
FY2021$27.6M
FY2022$27.1M
FY2023$31.2M
FY2024$34.0M

From the FY2024 Form 990 · figures checked against the IRS filing · see the original

Give Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jan 2000.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

88 cents of each dollar spent went to programs.

Program services 88% · $3.6M Management & general 11% · $464K Fundraising 1% · $43K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

Something off? Claim to add context

Who runs it and what they're paid

13 people listed on the 990; $988K paid to officers and key staff.

Part VII, Section A · reportable compensation
$305,080Pt VII · Sec A
Finance Director
$150,386Pt VII · Sec A
Development Director
$140,702Pt VII · Sec A
Asset Management Director
$140,016Pt VII · Sec A
Developer
$134,221Pt VII · Sec A
Finance Manager
$117,331Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A

Daniel P Madler’s $305K as CEO is at the 97th percentile of top reported officer pay among 2036 $1–10M housing nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Daniel P Madler$305,080————
Daniel Madler—$276,247$244,845$230,702$211,788
Dawn Helmowski$150,386$142,917$132,763$125,474$112,573
Christopher Miller$140,702$126,113$105,849——
Dustin Rietsema$140,016$129,538$113,719——
Joseph Rizzo$134,221$129,832$122,057$115,357$108,874
Lisa Rotvold——$128,197$133,160$124,927
Randy Bach———$130,315$122,074

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Beyond Shelter INC executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Develops, manages, and provides affordable housing and community development services to support low-income individuals and families.

Questions for Beyond Shelter INC

Tap to ask. Beyond Shelter INC sees how many people are interested.

Your first name shows with your question. Beyond Shelter INC answers here, for everyone.

3 programs · $3.6M · in their own filed words · FY2024
01

Development Activities for Four Affordable Housing Projects

providing one 96 residential unit affordable housing development to the city of Bismarck, ND; one 39 residential unit affordable housing development to the city of Moorhead, MN, providing one 12 residential unit affordable housing development to the city of Fargo, ND, and other miscellaneous affordable housing development activities.

$3.5Mprogram expense
02

The Organization is a 100% owner in several partnerships treated as disregarded entities which are listed in Schedule R, Part I.The Organization is a general partner in several limited partnerships and the managing member in several limited liability companies listed in Schedule R, Part III.

$48Kprogram expense
03

Operation of commercial building which is used as a social club for Mental Health Association, a 501(c)(3) organization. Operation of an apartment complex in Dickinson, ND that has 24 units of affordable residential housing units, operations of an apartment complex in Fargo, ND that has 24 units of affordable housing units.

$19Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 3 funders$108K
See all 3 funders →

By the numbers

The FY2024 990, line by line.

1The main four
Money inPt VIII
$6.7M
Ln 12
Fees for servicesLn 2g$4.0M
Gifts and grantsLn 1h$2.9M
Investment incomeLn 3$28K
Money outPt IX
$4.1M
Ln 25
Programscol B$3.6M
Managementcol C$464K
Fundraisingcol D$43K
Owns and owesPt X
$34.0M
net assets · Ln 32
Cash and savingsLn 1–2$4.4M
Total assetsLn 16$61.4M
LiabilitiesLn 26$27.4M
PeoplePt VI, VII
13
listed · VII A
PaidVII A6
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$2.9M
Government grantsLn 1e$545K
Fees for servicesLn 2g$4.0M
Investment incomeLn 3$28K
Gains on assetsLn 7−$198K
Total revenueLn 12$6.7M
Assets in detailPt X, end of year
CashLn 1$228K
SavingsLn 2$4.2M
Cash and savings togetherLn 1–2$4.4M
Accounts receivableLn 4$417K
Notes and loans receivableLn 7$348K
Prepaid expenses and deferred chargesLn 9$29K
Land, buildings, equipmentLn 10c$20.0M
InvestmentsLn 11–13$36.2M
Other assetsLn 15$1K
Total assetsLn 16$61.4M
LiabilitiesLn 26$27.4M
Net assetsLn 32$34.0M
OperationsPt I, VI
EmployeesI 512
VolunteersI 66
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3More from this return
BondsSch K, Pt X
Tax-exempt bond debt owedX 20$1.4M
Bond issues listedSch K Pt I1
Raised by those issuesSch K Pt I$3.0M
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY24End FY24
Cash and savingsLn 1–2$3.9M$4.4M
InvestmentsLn 11–13$36.0M$36.2M
Land, buildings, equipmentLn 10c$15.3M$20.0M
Total assetsLn 16$56.4M$61.4M
LiabilitiesLn 26$25.2M$27.4M
Net assetsLn 32$31.2M$34.0M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$347K$298K$42K$7K
Other salaries and wagesLn 7$1.4M$1.2M$163K$27K
Pension plan contributionsLn 8$74K$64K$9K$1K
Other employee benefitsLn 9$246K$211K$30K$5K
Payroll taxesLn 10$103K$96K$6K$1K
Management feesLn 11a$34K$34K
Legal feesLn 11b$2K$713$1K
Accounting feesLn 11c$47K$15K$32K
Lobbying feesLn 11d$165$165
Investment management feesLn 11f$31K$26K$3K$2K
Other fees for servicesLn 11g$21K$21K
Advertising and promotionLn 12$6K$826$5K
Office expensesLn 13$74K$32K$43K
Information technologyLn 14$37K$826$37K
OccupancyLn 16$456K$456K
TravelLn 17$5K$381$5K
Conferences, conventions and meetingsLn 19$40K$501$40K
InterestLn 20$349K$341K$8K
Depreciation, depletion and amortizationLn 22$183K$174K$9K
InsuranceLn 23$38K$27K$11K
Other expenses (24a–d)Ln 24$590K$582K$8K
All other expensesLn 24e$79K$65K$14K
Total functional expensesLn 25$4.1M$3.6M$464K$43K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest ViewingFiled with the IRS Sep 29, 2025 $6.7M$4.1M$2.5M$34.0M 990 PDF
FY2023Filed with the IRS Sep 25, 2024 $7.7M$3.9M$3.7M$31.2M 990 PDF
FY2022Filed with the IRS Oct 13, 2023 $3.2M$3.4M−$208K$27.1M 990 PDF
FY2021Filed with the IRS Oct 7, 2022 $6.5M$3.3M$3.2M$27.6M 990 PDF
FY2020Filed with the IRS Oct 1, 2021 $3.2M$3.2M$14K$24.2M 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support J · Pay O · Explanations
See the full FY2024 990 (6 parts)
Part I · Summary $6,667,677 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $2,582,988$2,857,790
I-9 Program service revenuePrior year $3,743,495$3,979,880
I-10 Investment incomePrior year $1,353,149−$169,993
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $7,679,632$6,667,677
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $1,960,318$2,125,980
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $1,985,286$1,992,527
I-18 Total expensesPrior year $3,945,604$4,118,507
I-19 Revenue less expensesPrior year $3,734,028$2,549,170
Part VI · Governance 7 of 7 board members independent, no flags
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $6,667,677 across 7 lines filed
Lines not itemized here account for −$145,262 of total revenue; see the IRS return.
VIII-1e Government grants$545,129
VIII-1f All other contributions, gifts and grants$2,312,661
VIII-1h Total contributions, gifts and grants$2,857,790
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $4,125,142$4,125,142
VIII-3 Investment incomeExcluded from tax $28,395$28,395
VIII-7 Net gain or loss on sales of assetsExcluded from tax −$198,388−$198,388
VIII-12 Total revenueRelated to mission $3,979,880 · Unrelated business $0 · Excluded from tax −$169,993$6,667,677
Part IX · Statement of functional expenses $4,118,507 across 22 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $298,116 · Management $41,598 · Fundraising $6,932$346,646
IX-7 Other salaries and wagesPrograms $1,166,371 · Management $162,749 · Fundraising $27,126$1,356,246
IX-8 Pension plan contributionsPrograms $63,810 · Management $8,904 · Fundraising $1,484$74,198
IX-9 Other employee benefitsPrograms $211,468 · Management $29,507 · Fundraising $4,918$245,893
IX-10 Payroll taxesPrograms $95,873 · Management $6,106 · Fundraising $1,018$102,997
IX-11a Management feesPrograms $33,956$33,956
IX-11b Legal feesPrograms $713 · Management $1,287$2,000
IX-11c Accounting feesPrograms $15,100 · Management $31,652$46,752
IX-11d Lobbying feesPrograms $165$165
IX-11f Investment management feesPrograms $26,144 · Management $3,076 · Fundraising $1,538$30,758
IX-11g Other fees for servicesPrograms $20,698$20,698
IX-12 Advertising and promotionPrograms $826 · Management $5,289$6,115
IX-13 Office expensesPrograms $31,566 · Management $42,661$74,227
IX-14 Information technologyPrograms $826 · Management $36,609$37,435
IX-16 OccupancyPrograms $455,979$455,979
IX-17 TravelPrograms $381 · Management $4,602$4,983
IX-19 Conferences, conventions and meetingsPrograms $501 · Management $39,635$40,136
IX-20 InterestPrograms $340,760 · Management $8,098$348,858
IX-22 Depreciation, depletion and amortizationPrograms $174,153 · Management $9,091$183,244
IX-23 InsurancePrograms $26,925 · Management $10,787$37,712
IX-24 Other expenses (24a–d)Programs $581,724 · Management $8,300$590,024
IX-24e All other expensesPrograms $65,383 · Management $14,102$79,485
IX-25 Total functional expensesPrograms $3,611,438 · Management $464,053 · Fundraising $43,016$4,118,507
Part X · Balance sheet $61,380,576 assets, 21 lines filed
X-1 Cash, non-interest-bearingStart of year $151,974$227,880
X-2 Savings and temporary cash investmentsStart of year $3,762,241$4,191,650
X-4 Accounts receivableStart of year $454,327$416,687
X-7 Notes and loans receivableStart of year $528,915$347,982
X-9 Prepaid expenses and deferred chargesStart of year $26,271$28,724
X-10c Land, buildings and equipment, netStart of year $15,314,102$19,952,527
X-11 Publicly traded securitiesStart of year $2,454,094$2,587,703
X-13 Program-related investmentsStart of year $33,589,575$33,625,997
X-15 Other assetsStart of year $75,800$1,426
X-16 Total assetsStart of year $56,357,299$61,380,576
X-17 Accounts payable and accrued expensesStart of year $785,176$1,662,005
X-19 Deferred revenueStart of year $3,697,751$3,569,692
X-20 Tax-exempt bond liabilitiesStart of year $21,387$1,404,071
X-21 Escrow or custodial accountsStart of year $9,918$9,021
X-23 Secured mortgages and notes payableStart of year $19,665,328$19,513,108
X-25 Other liabilitiesStart of year $1,003,685$1,268,201
X-26 Total liabilitiesStart of year $25,183,245$27,426,098
X-27 Net assets without donor restrictionsStart of year $30,804,471$33,672,478
X-28 Net assets with donor restrictionsStart of year $369,583$282,000
X-32 Total net assets or fund balancesStart of year $31,174,054$33,954,478
X-33 Total liabilities and net assetsStart of year $56,357,299$61,380,576
Part XI · Reconciliation of net assets $33,954,478 net assets at year end
XI-1 Total revenue$6,667,677
XI-2 Total expenses$4,118,507
XI-3 Revenue less expenses$2,549,170
XI-4 Net assets at start of year$31,174,054
XI-5 Net unrealized gains (losses) on investments$249,690
XI-9 Other changes in net assets−$18,436
XI-10 Net assets at end of year$33,954,478

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.