2022-09-20T14:05:49-05:00 2021-12-31 363990892 Capin Crouse LLP 345 Massachusetts Avenue Suite 300 Indianapolis IN 46204 990 2021-01-01 351765846 Shepherd Community Inc SHEP 3173750203 4107 E Washington Street Indianapolis IN 46201 Jay Height Executive Director 3173750203 2022-09-20 1 Jay Height 999009999 Sara Tibbott P01486965 5055022746 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z Jay Height 4107 E Washington Street Indianapolis IN 46201 9215455 0 X www.shepherdcommunity.org X 1987 IN Providing care for low income families on the near east side of Indianapolis, IN. 9 9 102 1661 0 0 7540032 5863952 1305091 1868804 187533 708767 0 10177 9032656 8451700 1091995 683255 0 0 3451987 3982711 292442 312441 915129 2198959 1933027 7035383 6911434 1997273 1540266 10523553 12371405 433444 604490 10090109 11766915 Shepherd Community cultivates healthier children, stronger families, and safer neighborhoods through supportive relationships that meet the physical, emotional, academic and spiritual needs of area residents. 0 0 4385186 478112 359291 The organization provides a continuum of care to residents of the 46201 and 46203 areas. We offer programs to children, teens, adults, and families, helping them meet their physical, emotional, academic and spiritual needs. We serve more than 600 families (1,700+ individuals), including approximately 400 children and youth in grades K3-12th, annually in our programs. 1109518 205143 1519690 Shepherd Community Academy is an accredited elementary school serving K3-5th grade students. All students are taught utilizing evidenced based programs and curriculum adhering to all state standards. With a high English Language Learner population among students, Shepherd Community Academy provides ELL teachers and specialized reading help. The academy is also very connected to all other parts of Shepherd's Continuum of Care in order to serve the whole family and remove barriers to a student's ability to learn. 5494704 1 1 0 0 0 0 0 0 0 1 1 1 0 0 1 0 0 1 1 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 1 1 1 0 0 1 37 0 1 102 1 0 0 0 0 0 0 0 0 0 1 0 0 0 X 9 9 0 1 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IN X Jimmy Southerland 3173750203 4107 E Washington Street Indianapolis IN 46201 Ben Lotter Chairman 1.00 X X 0 0 0 Dave Ferguson Vice Chairman 1.00 X X 0 0 0 Marilyn Pitzulo Secretary 1.00 X X 0 0 0 Rich Cherry Treasurer 1.00 X X 0 0 0 Mike Smith Board Member 1.00 X 0 0 0 Robbie Phillips Board Member 1.00 X 0 0 0 Gary Everling Board Member 1.00 X 0 0 0 Nabil Safi Board Member 1.00 X 0 0 0 De'Niece Harrison-Hudson Board Member 1.00 X 0 0 0 Jay Height Executive Director 40.00 1.00 X 114494 0 21914 Andrew Green Asst Executive Director 45.00 2.00 X 83597 0 12176 Wes Terry CFO 20.00 X 0 0 0 198091 0 34090 1 0 0 0 JD Levy & Associates PMB 102 3557 N Newton St Jasper IN 47546 Grant Writing/Consulting 124587 1 303978 5559974 505505 5863952 Academy Tuition 611110 1519690 1519690 Program Fees 900099 275013 275013 Program Reimbursements 900099 74101 74101 1868804 398789 398789 1073733 763755 309978 309978 309978 10177 10177 10177 8451700 1878981 0 708767 683255 683255 232789 187129 15436 30224 66669 6667 60002 3017136 2702672 107057 207407 401750 308062 63701 29987 264367 232936 12745 18686 41942 41942 16059 9652 4805 1602 26550 26550 312441 312441 492281 317427 34909 139945 108824 1272 636 106916 215321 166660 23983 24678 27553 15986 4539 7028 215453 195246 14733 5474 85358 73083 3879 8396 113206 96379 12135 4692 622 567 39 16 184868 169927 10647 4294 77050 19689 49656 7705 Food expense 152525 148093 3317 1115 Rental expense 65042 62815 1606 621 Student/Family programs 53707 43413 7683 2611 Curriculum 29011 29011 27655 24763 1601 1291 6911434 5494704 501601 915129 457212 907209 1473946 2420058 1000000 155000 18756 174195 28234 33234 58225 142369 4820881 3405880 1162225 1415001 5531781 6388371 793174 735968 10523553 12371405 309884 376210 104804 222028 18756 6252 433444 604490 X 2358970 3792159 7731139 7974756 10090109 11766915 10523553 12371405 1540266 136540 0 X 0 1 X 1 0 X 4907594 3246105 4201283 7540032 5863952 25758966 4907594 3246105 4201283 7540032 5863952 25758966 1298279 24460687 102246 236292 213898 145822 398789 1097047 53187 191113 10177 254477 27110490 7089624 0.90230 0.74050 X Schedule A, Part II, Line 10, Explanation of Other Income: Special event income - 2017 Amount: $ 30,000. 2018 Amount: $ 188,705. Other Income - 2017 Amount: $ 23,187. 2018 Amount: $ 2,408. 2021 Amount: $ 10,177. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5937690 800258 6737948 5590612 570678 223600 5937690 4845905 844707 100000 5590612 5421500 -325595 250000 4845905 5150000 271500 5421500 1.00000 0 0 216510 216510 3583556 2687179 896377 932094 650712 281382 88721 67989 20732 1415001 Corporate bonds 561350 C Certificates of deposit 174618 C 735968 Capital lease obligation 6252 6252 Part V, Line 4: Shepherd Community's endowment is utilized for operational sustainability. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 Schedule E, Part I, Line 3 The organization is in the process of implementing a racially nondiscriminatory policy and publicizing that policy in a manner that is in full compliance with the Rev. Proc. 2019-22 standards in order to check yes to Line 3 on future Form 990's. Schedule E, Part I, Line 4 The organization is in the process of updating their records and Academy materials to answer "yes" to these questions on future Form 990's. Schedule E, Part I, Line 6 The organization receives assistance from the IN School Choice Program and the National School Lunch Program. Schedule E, Part I, Line 7 The organization is in the process of implementing a racially nondiscriminatory policy that is in compliance with the applicable requirements of section 4.01 through 4.05 of Rev. Proc. 75-50, 1975 C.B. 587. X X X X X X X 1 JD Levy Associates 3557 N Newton Jasper IN 47546 Consulting and Grant writing 0 0 124586 -124586 Sextons Creek 6350 N Shadeland Ave Suite 3 Indianapolis IN 46220 Consulting and promotional 0 0 100978 -100978 oorng brandesign Inc 1892 Jackson Branch Ridge Rd Nashville IN 47448 Consulting and promotional 0 0 45377 -45377 1816 Public Affairs Group PO Box 129 Brownsburg IN 46112 Consulting and promotional 0 0 36500 -36500 Strategic Applications 5118 Henry Ave Baltimore MD 21236 Consulting and Grant writing 0 0 5000 -5000 312441 -312441 IN Schedule G, Part I, Line 2b, column (iv) The professional fundraising services were consulting in nature, no gross receipts were directly generated from the services provided. 1 Compassionate financial assistance 84 151509 0 Benevolent noncash assistance to needy families 1404 326603 Fair market value Food, clothing, bus passes, and toys Scholarships 110 205143 Part I, Line 2: Grants are made to a related organization which shares information regarding finances, etc. Compassionate financial assistance - An individual or family in desperate need of assistance within our service area can meet with one of our staff members, discuss their hardship and complete an application for financial assistance. Their application is then evaluated in accordance with the program guidelines. If approved, the payment is made directly to the appropriate vendor/supplier. Noncash assistance - Food, clothing, bus passes and toys are distributed to program families and individuals who reside in the area codes served. Form 990, Schedule I, Part III The number of recipients for cash assistance is reported based upon the instances of help. The number of recipients for noncash assistance is an estimate of the number of unique individuals who received aid from the organization. Some individuals may have received aid multiple times. Edson Solares Family member of Jay Height, Executive Director 66669 Wages & Benefits 0 X 16077 Cost X 4 2450 Appraisal X 9 117304 Selling price X 10 68000 Comparable items X 191 126963 Food Surveys X Supplies 243 102647 Comparable items X Toys 62 72064 Comparable items 0 0 1 0 Part I, Column (b): The number of contributions represent the number of contributions received, not the number of items donated. Form 990, Part VI, Section A, line 1a The organization has an Executive Committee that consists of the Chairman, Treasurer, Secretary, and one at-large member. The Executive Committee may have and exercise all of the authority of the Board of Directors in the management of the Corporation's affairs during intervals between the meetings of the Board of Directors. The Executive Committee shall be subject to the authority and supervision of the Board of Directors. Form 990, Part VI, Section A, line 3 The CFO role is filled by representatives of Fiscalign LLC, which provides permanent part-time CFO services to the organization. During the year, Wes Terry was the representative of Fiscalign LLC. Compensation paid to the firm totaled $41,942 for the calendar year. Form 990, Part VI, Section B, line 11b Form 990 is prepared by an independent CPA firm and reviewed in detail by the organization's CFO. The reviewed 990 is then provided to every member of the governing body before being filed with the IRS. Form 990, Part VI, Section B, line 12c Officers and board members disclose any conflicts of interest annually. The signed statements are examined and monitored by the Secretary and Chairman of the Board. Should any potential conflicts of interest be disclosed, the board member or officer would be asked to refrain from participation in any deliberation or decision with regard to matters affected by the relationship. Form 990, Part VI, Section B, line 15 A sub-committee of the Board reviews and determines the compensation for the Executive Director, Assistant Executive Director and CFO on an annual basis. The committee uses compensation surveys provided by independent compensation consultants in their analysis. The committee then takes their recommendation to the Board for full approval. The deliberation and decision are documented in the Board minutes. Form 990, Part VI, Section C, line 19 The organization's governing documents, conflict of interest policy and financial statements are made available upon request. The financial statements are also posted on the organization's website. Shepherd Community Development Corporation 4107 E Washington St Indianapolis IN 46201 351946259 Provide employment opportunities to program families on a temp basis IN 501(c)(3) Line 12a, I Shepherd Community Inc 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 Shepherd Community Development Corporation C Shepherd Community Development Corporation D Shepherd Community Development Corporation N Shepherd Community Development Corporation O Shepherd Community Development Corporation P