SHEPHERD COMMUNITY INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- SHEPHERD COMMUNITY INC (EIN 35-1765846)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-10-22
- IRS object ID
- 202132959349300428
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule L
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-10-22T12:31:14-05:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363990892 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Capin Crouse LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 345 Massachusetts Avenue Suite 300 | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46204 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351765846 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Shepherd Community Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHEP | BusinessNameControlTxt |
| Phone | 3173750203 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4107 E Washington Street | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46201 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jay Height | PersonNm |
| Person Title | Executive Director | PersonTitleTxt |
| Phone | 3173750203 | PhoneNum |
| Signature | 2021-10-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Jay | PersonFirstNm |
| Person Last | Height | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Sara Tibbott | PreparerPersonNm |
| PTIN | P01486965 | PTIN |
| Phone | 5055022746 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | Jay Height | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4107 E Washington Street | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $10,647,398 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.shepherdcommunity.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1987 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | Providing care for low income families on the near east side of Indianapolis, IN. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 110 | TotalEmployeeCnt |
| Total Volunteers | 1420 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,201,283 | PYContributionsGrantsAmt |
| CY Contributions Grants | $7,540,032 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,219,952 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,305,091 | CYProgramServiceRevenueAmt |
| PY Investment Income | $393,921 | PYInvestmentIncomeAmt |
| CY Investment Income | $187,533 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $5,815,156 | PYTotalRevenueAmt |
| CY Total Revenue | $9,032,656 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $896,113 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,091,995 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,211,517 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $3,451,987 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $354,007 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $292,442 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $884,099 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,658,254 | PYOtherExpensesAmt |
| CY Other Expenses | $2,198,959 | CYOtherExpensesAmt |
| PY Total Expenses | $6,119,891 | PYTotalExpensesAmt |
| CY Total Expenses | $7,035,383 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$304,735 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,997,273 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $8,145,581 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,523,553 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $473,783 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $433,444 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $7,671,798 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,090,109 | NetAssetsOrFundBalancesEOYAmt |
| Mission | 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. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $4,649,634 | ExpenseAmt |
| Grant | $799,361 | GrantAmt |
| Revenue | $350,009 | RevenueAmt |
| Desc | 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 (1,600+ individuals), including approximately 400 children and youth in grades K3-12th, annually in our programs. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $946,560 | ExpenseAmt |
| Grant | $292,634 | GrantAmt |
| Revenue | $955,082 | RevenueAmt |
| Desc | 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. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $5,596,194 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (1) | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | Yes (1) | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 35 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 110 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Form1098 C Filed | Yes (1) | Form1098CFiledInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Jimmy Southerland | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3173750203 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4107 E Washington Street | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46201 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| Ben Lotter | |||||||
| Chairman | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Dave Ferguson | |||||||
| Vice Chairman | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Marilyn Pitzulo | |||||||
| Secretary | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Rich Cherry | |||||||
| Treasurer | 1.00 | 0.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| Matt Carter | |||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Jake Stamper | |||||||
| Board Member | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Mike Smith | |||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Robbie Phillips | |||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Gary Everling | |||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Nabil Safi | |||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| De'Niece Harrison-Hudson | |||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Darnell Wilson | |||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Scott DeNardin | |||||||
| Board Member | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Jay Height | |||||||
| Executive Director | 40.00 | 1.00 | Yes (X) | $162,788 | $0 | $29,866 | |
| Andrew Green | |||||||
| Asst Executive Director | 45.00 | 2.00 | Yes (X) | $80,439 | $0 | $17,713 | |
| Richard Westlake | |||||||
| CFO (part year) | 40.00 | 5.00 | Yes (X) | $46,512 | $0 | $95 | |
| Wes Terry | |||||||
| CFO | 20.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $289,739 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $47,674 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JD Levy & Associates | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PMB 102 3557 N Newton St | AddressLine1Txt |
| City | Jasper | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 47546 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | Grant Writing/Consulting | ServicesDesc |
| Compensation | $123,040 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $267,844 | FederatedCampaignsAmt |
| Related Organizations | $45,000 | RelatedOrganizationsAmt |
| Government Grants | $642,800 | GovernmentGrantsAmt |
| All Other Contributions | $6,584,388 | AllOtherContributionsAmt |
| Noncash Contributions | $770,830 | NoncashContributionsAmt |
| Total Contributions | $7,540,032 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| Academy Tuition | 611110 | $955,082 | $955,082 |
| Program Fees | 900099 | $239,303 | $239,303 |
| Program Reimbursements | 900099 | $110,706 | $110,706 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,305,091 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $145,822 | TotalRevenueColumnAmt |
| Exclusion | $145,822 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,533,808 | SecuritiesAmt |
| Other | $122,645 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,494,742 | SecuritiesAmt |
| Other | $120,000 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $39,066 | SecuritiesAmt |
| Other | $2,645 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $41,711 | TotalRevenueColumnAmt |
| Exclusion | $41,711 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,032,656 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,305,091 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $187,533 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,500 | TotalAmt |
| Program Services | $12,500 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,079,495 | TotalAmt |
| Program Services | $1,079,495 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $338,237 | TotalAmt |
| Program Services | $280,009 | ProgramServicesAmt |
| Management And General | $34,194 | ManagementAndGeneralAmt |
| Fundraising | $24,034 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $66,030 | TotalAmt |
| Program Services | $6,603 | ProgramServicesAmt |
| Management And General | $59,427 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,437,753 | TotalAmt |
| Program Services | $2,198,752 | ProgramServicesAmt |
| Management And General | $89,314 | ManagementAndGeneralAmt |
| Fundraising | $149,687 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $410,299 | TotalAmt |
| Program Services | $241,226 | ProgramServicesAmt |
| Management And General | $141,411 | ManagementAndGeneralAmt |
| Fundraising | $27,662 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $199,668 | TotalAmt |
| Program Services | $174,895 | ProgramServicesAmt |
| Management And General | $13,068 | ManagementAndGeneralAmt |
| Fundraising | $11,705 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,583 | TotalAmt |
| Management And General | $23,583 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,818 | TotalAmt |
| Program Services | $8,311 | ProgramServicesAmt |
| Management And General | $4,130 | ManagementAndGeneralAmt |
| Fundraising | $1,377 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,267 | TotalAmt |
| Management And General | $27,267 | ManagementAndGeneralAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $292,442 | TotalAmt |
| Fundraising | $292,442 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $451,422 | TotalAmt |
| Program Services | $203,804 | ProgramServicesAmt |
| Management And General | $21,782 | ManagementAndGeneralAmt |
| Fundraising | $225,836 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,090 | TotalAmt |
| Program Services | $2,844 | ProgramServicesAmt |
| Management And General | $36 | ManagementAndGeneralAmt |
| Fundraising | $94,210 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $367,350 | TotalAmt |
| Program Services | $323,654 | ProgramServicesAmt |
| Management And General | $32,121 | ManagementAndGeneralAmt |
| Fundraising | $11,575 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $80,325 | TotalAmt |
| Program Services | $67,981 | ProgramServicesAmt |
| Management And General | $4,637 | ManagementAndGeneralAmt |
| Fundraising | $7,707 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $400,696 | TotalAmt |
| Program Services | $365,776 | ProgramServicesAmt |
| Management And General | $25,093 | ManagementAndGeneralAmt |
| Fundraising | $9,827 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $189,514 | TotalAmt |
| Program Services | $167,456 | ProgramServicesAmt |
| Management And General | $9,310 | ManagementAndGeneralAmt |
| Fundraising | $12,748 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,264 | TotalAmt |
| Program Services | $1,312 | ProgramServicesAmt |
| Management And General | $810 | ManagementAndGeneralAmt |
| Fundraising | $142 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $244,705 | TotalAmt |
| Program Services | $223,415 | ProgramServicesAmt |
| Management And General | $15,172 | ManagementAndGeneralAmt |
| Fundraising | $6,118 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $81,724 | TotalAmt |
| Program Services | $20,764 | ProgramServicesAmt |
| Management And General | $52,758 | ManagementAndGeneralAmt |
| Fundraising | $8,202 | FundraisingAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Food expense | $180,110 | $178,466 | $857 | $787 |
| Student/family programs | $36,337 | $36,177 | $120 | $40 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,754 | TotalAmt |
| Program Services | $2,754 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,035,383 | TotalAmt |
| Program Services | $5,596,194 | ProgramServicesAmt |
| Management And General | $555,090 | ManagementAndGeneralAmt |
| Fundraising | $884,099 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $311,546 | BOYAmt |
| EOY | $457,212 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $500,134 | BOYAmt |
| EOY | $1,473,946 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,000,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $36,147 | BOYAmt |
| EOY | $18,756 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $28,270 | BOYAmt |
| EOY | $28,234 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,631 | BOYAmt |
| EOY | $58,225 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,383,236 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $3,221,011 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,238,512 | BOYAmt |
| EOY | $1,162,225 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,790,920 | BOYAmt |
| EOY | $5,441,753 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,222,421 | BOYAmt |
| EOY | $883,202 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,145,581 | BOYAmt |
| EOY | $10,523,553 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $203,859 | BOYAmt |
| EOY | $309,884 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $238,664 | BOYAmt |
| EOY | $104,804 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $31,260 | BOYAmt |
| EOY | $18,756 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $473,783 | BOYAmt |
| EOY | $433,444 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,366,698 | BOYAmt |
| EOY | $2,358,970 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,305,100 | BOYAmt |
| EOY | $7,731,139 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,671,798 | BOYAmt |
| EOY | $10,090,109 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,145,581 | BOYAmt |
| EOY | $10,523,553 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,997,273 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $421,038 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,833,545 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,907,594 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,246,105 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,201,283 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,540,032 | CurrentTaxYearAmt |
| Total | $30,728,559 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,833,545 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $4,907,594 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,246,105 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,201,283 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $7,540,032 | CurrentTaxYearAmt |
| Total | $30,728,559 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $7,232,079 | SubstantialContributorsTotAmt |
| Public Support Total170 | $23,496,480 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,625 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $102,246 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $236,292 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $213,898 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $145,822 | CurrentTaxYearAmt |
| Total | $708,883 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $49,265 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $53,187 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $191,113 | CurrentTaxYearMinus2YearsAmt |
| Total | $293,565 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $31,731,007 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $6,337,170 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.74050 | PublicSupportCY170Pct |
| Public Support PY170 | 0.70910 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,590,612 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $570,678 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $223,600 | OtherExpendituresAmt |
| End Year Balance | $5,937,690 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $4,845,905 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $844,707 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $100,000 | OtherExpendituresAmt |
| End Year Balance | $5,590,612 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,421,500 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$325,595 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $250,000 | OtherExpendituresAmt |
| End Year Balance | $4,845,905 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,150,000 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $271,500 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $5,421,500 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Prmnnt Endowment Balance EOY | 1.00000 | PrmnntEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $216,510 | OtherCostOrOtherBasisAmt |
| Book Value | $216,510 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,149,010 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,577,840 | DepreciationAmt |
| Book Value | $571,170 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $884,577 | OtherCostOrOtherBasisAmt |
| Depreciation | $585,262 | DepreciationAmt |
| Book Value | $299,315 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $133,139 | OtherCostOrOtherBasisAmt |
| Depreciation | $57,909 | DepreciationAmt |
| Book Value | $75,230 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,162,225 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| Cash equivalents | $90,028 | C |
| Corporate bonds | $567,705 | C |
| Certificates of deposit | $225,469 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $883,202 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Capital lease obligation | Desc |
| Amt | $18,756 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $18,756 | TotalLiabilityAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part V, Line 4: | FormAndLineReferenceDesc |
| Explanation | Shepherd Community's endowment is utilized for operational sustainability. Sch. D, Part V, lines 2a-2c: In accordance with the principles of FASB ASU 2016-14 (ASC 958), the organization has implemented required changes to its audited financial statements for the period ended 12/31/2020. To date, Schedule D has not been updated to reflect changes made by this standard. Thus, we have reported the revised net asset categories from the audited financial statements as follows on Form 990, Schedule D, Part V, Lines 2a-2c: Line 2a - Without donor restrictions Line 2b - With donor restrictions | ExplanationTxt |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | 0 | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | 0 | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | 0 | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | 0 | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | 0 | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | 0 | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | 0 | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | 0 | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (1) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|---|---|---|---|
| JD Levy Associates | ||||||||
| 3557 N Newton | Jasper | IN | 47546 | Consulting and Grant writing | 0 | $0 | $123,040 | -$123,040 |
| oorng brandesign Inc | ||||||||
| 1892 Jackson Branch Ridge Rd | Nashville | IN | 47448 | Consulting and promotional | 0 | $0 | $38,966 | -$38,966 |
| Strategic Applications (SAI) | ||||||||
| 5118 Henry Ave | Baltimore | MD | 21236 | Consulting and Grant writing | 0 | $0 | $62,236 | -$62,236 |
| Sextons Creek | ||||||||
| 6350 N Shadeland Ave Suite 3 | Indianapolis | IN | 46220 | Consulting and promotional | 0 | $0 | $53,000 | -$53,000 |
| 1816 Public Affairs Group | ||||||||
| PO Box 129 | Brownsburg | IN | 46112 | Consulting and promotional | 0 | $0 | $15,200 | -$15,200 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Retained By Contractors | $292,442 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$292,442 | TotalNetToOrganizationAmt |
| Licensed States | IN | LicensedStatesCd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Schedule G, Part I, Line 2b, column (iv) | FormAndLineReferenceDesc |
| Explanation | The professional fundraising services were consulting in nature, no gross receipts were directly generated from the services provided. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Shepherd Community Development Corp | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4107 E Washington Street | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 351946259 | RecipientEIN |
| IRC Section | 501(c)(3) | IRCSectionDesc |
| Cash Grant | $10,000 | CashGrantAmt |
| Non Cash Assistance | $2,500 | NonCashAssistanceAmt |
| Valuation Method Used | FMV | ValuationMethodUsedDesc |
| Non Cash Assistance | Supplies | NonCashAssistanceDesc |
| Purpose Of Grant | Housing renovations for families in need | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp (2 entries)
| Grant TypeGrantTypeTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc |
|---|---|---|---|---|---|
| Compassionate financial assistance | 325 | $561,268 | |||
| Benevolent noncash assistance to needy families | 1650 | $518,227 | Fair market value | Food, clothing, bus passes, and toys |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jay Height | PersonNm |
| Title | Executive Director | TitleTxt |
| Base Compensation Filing Org | $162,427 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $361 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $30,227 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $193,015 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp
Name Of Interested NameOfInterested
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Edson Solares | PersonNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationship Description | Family member of Jay Height, Executive Director | RelationshipDescriptionTxt |
| Transaction | $66,030 | TransactionAmt |
| Transaction | Wages & Benefits | TransactionDesc |
| Sharing Of Revenues | 0 | SharingOfRevenuesInd |
Schedule M IRS990ScheduleM
Clothing And Household Goods ClothingAndHouseholdGoodsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $249,011 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Cost | MethodOfDeterminingRevenuesTxt |
Cars And Other Vehicles CarsAndOtherVehiclesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 4 | ContributionCnt |
| Noncash Contributions Rpt F990 | $14,500 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Appraisal | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 9 | ContributionCnt |
| Noncash Contributions Rpt F990 | $240,103 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Selling price | MethodOfDeterminingRevenuesTxt |
Food Inventory FoodInventoryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 256 | ContributionCnt |
| Noncash Contributions Rpt F990 | $131,533 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | Food Surveys | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Supplies | 182 | $93,412 | Comparable items |
| Yes (X) | Toys | 142 | $42,271 | Comparable items |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Column (b): | FormAndLineReferenceDesc |
| Explanation | The number of contributions represent the number of contributions received, not the number of items donated. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Form 990, Part VI, Section A, line 1 | 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 $23,583 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. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Shepherd Community Development Corporation | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4107 E Washington St | AddressLine1Txt |
| City | Indianapolis | CityNm |
| State Abbreviation | IN | StateAbbreviationCd |
| ZIP | 46201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351946259 | EIN |
| Primary Activities | Provide employment opportunities to program families on a temp basis | PrimaryActivitiesTxt |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Exempt Code Section | 501(c)(3) | ExemptCodeSectionTxt |
| Public Charity Status | Line 12a, I | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Shepherd Community Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | Yes (1) | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (6 entries)
| Transaction TypeTransactionTypeTxt |
|---|
| Shepherd Community Development Corporation |
| B |
| 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 |
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