Civic Intelligence

Shepherd Home Inc

990 • Fiscal year 2014 • EIN 03-0381582

Jan 01, 2014 to Dec 31, 2014 • Filed on May 11, 2015

Organization Profilewww.shepherdhome.org
PO Box 33Penfield, NY 14526

(585) 381-0890

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • NTEE P • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • NTEE P • $500k-$1M nonprofits • Source year 2014

Net Margin

22nd percentile

-5.6%

Higher net margin than 22% of similar nonprofits.

2014 filings • NTEE P • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

59th percentile

$54,735

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 21.1% of source-year revenue.

2014 filings • NTEE P • $500k-$1M nonprofits • Source year 2014

Asset Growth

35th percentile

-2.5%

Faster asset growth than 35% of similar nonprofits.

2014 filings • NTEE P • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

10th percentile

-21%

Faster revenue growth than 10% of similar nonprofits.

2014 filings • NTEE P • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$565,475

Down $14,431 (-2.5%) from 2013

Net Assets

Down

$565,475

Down $14,431 (-2.5%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin22nd percentile

Revenue

Down

$259,495

Down $68,610 (-21%) from 2013

Expenses

Up

$273,926

Up $3,492 (+1.3%) from 2013

Net Income

Down

-$14,431

Down $72,102 (-125%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2011: $560,170Liabilities 2011: $0Net Assets 2011: $560,1702011Assets 2012: $522,235Liabilities 2012: $0Net Assets 2012: $522,2352012Assets 2013: $579,906Liabilities 2013: $0Net Assets 2013: $579,9062013Assets 2014: $565,475Liabilities 2014: $0Net Assets 2014: $565,4752014Assets 2015: $497,722Liabilities 2015: $0Net Assets 2015: $497,7222015Assets 2017: $525,787Liabilities 2017: $596Net Assets 2017: $525,1912017Assets 2018: $484,794Liabilities 2018: $0Net Assets 2018: $484,7942018Assets 2019: $514,971Liabilities 2019: $0Net Assets 2019: $514,9712019Assets 2020: $544,489Liabilities 2020: $0Net Assets 2020: $544,4892020Assets 2021: $539,322Liabilities 2021: $0Net Assets 2021: $539,3222021Assets 2022: $506,986Liabilities 2022: $16,124Net Assets 2022: $490,8622022Assets 2023: $513,761Liabilities 2023: $13Net Assets 2023: $513,7482023Assets 2024: $682,268Liabilities 2024: $2,202Net Assets 2024: $680,0662024

Highlighted filing

2014

Assets$565,475
Liabilities$0
Net Assets$565,475
Open 2014 Filing

Operations Trend

Revenue Growth10th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KExpenses 2011: $244,9062011Expenses 2012: $263,5792012Revenue 2013: $328,105Expenses 2013: $270,434Net Income 2013: $57,6712013Revenue 2014: $259,495Expenses 2014: $273,926Net Income 2014: -$14,4312014Revenue 2015: $242,682Expenses 2015: $268,756Net Income 2015: -$26,0742015Revenue 2017: $256,623Expenses 2017: $264,193Net Income 2017: -$7,5702017Revenue 2018: $224,031Expenses 2018: $245,007Net Income 2018: -$20,9762018Revenue 2019: $198,876Expenses 2019: $202,827Net Income 2019: -$3,9512019Revenue 2020: $172,897Expenses 2020: $168,167Net Income 2020: $4,7302020Revenue 2021: $125,735Expenses 2021: $166,160Net Income 2021: -$40,4252021Revenue 2022: $251,736Expenses 2022: $262,584Net Income 2022: -$10,8482022Revenue 2023: $269,255Expenses 2023: $280,786Net Income 2023: -$11,5312023Revenue 2024: $452,438Expenses 2024: $310,087Net Income 2024: $142,3512024

Highlighted filing

2014

Revenue$259,495
Expenses$273,926
Net Income-$14,431
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 11, 2015
Return Version
2014v5.0
Gross Receipts
$259,495
Mission and Program Overview

Mission

To provide compassionate comfort care to members of our community with life-limiting illnesses, in a way that cherishes the dignity of each individual and meets their physical, emotional and spiritual needs.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$285,547$274,315▼ $11,232
Investments in Publicly Traded Securities$225,658$238,557▲ $12,899
Cash and Non-Interest-Bearing Accounts$68,690$52,591▼ $16,099
Savings and Temporary Cash Investments$11$12▲ $1
Total Assets$579,906$565,475▼ $14,431
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$579,906$565,475▼ $14,431
Total Net Assets Fund Balance$579,906$565,475▼ $14,431
Total Liabilities and Net Assets / Fund Balance$579,906$565,475▼ $14,431

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$272,925$81,134$354,059
Equipment$552$129,421$129,973
Leasehold Improvements$838$13,490$14,328
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Betsy InglisExecutive DirectorFT$54,735$54,735

Board Members and Trustees

NameTitle
Elizabeth OrtolaniChairman
Nancy McKinleySecretary
William RiceTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$167,442
Program Service Revenue
$0
Investment Income
$7,744
Other Revenue
$84,309
All Other Contributions
$167,442
Change in Net Assets
$-14,431

Audited Revenue Reconciliation

Revenue per Audited Statements
$259,495
Total Revenue per Audited Statements
$259,495
Total Revenue per Form 990
$259,495
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$192,493
Other Expenses$81,433
Total Fundraising Expense$25,665
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$103,473$14,921-$118,394
Current Officers, Directors, Trustees, and Key Employees$43,788$10,947-$54,735
Other Expenses$2,102-$25,665$25,665
Payroll Taxes$14,523$4,841-$19,364
Office Expenses-$11,733-$11,733
Depreciation Depletion$8,424$2,808-$11,232
Occupancy$7,489$2,497-$9,986
Insurance$5,318$1,773-$7,091
Advertising$3,574$1,192-$4,766
Fees for Services Accounting-$2,000-$2,000
Total Functional Expenses$195,549$52,712$25,665$273,926

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$273,926
Total Expenses per Audited Statements$273,926
Total Expenses per Form 990$273,926
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$84,309
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Gala$57,846$57,846-$57,846
Other$26,463$26,463-$26,463
Total Events$84,309$84,309-$84,309
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990 governing body review Part VI line 11

“The 990 is prepared by the same Certified Public Accountant that prepares the organizations annual Audited Financial Statements. The 990 is then reviewed by the Board Treasurer. The Board Treasurer makes the 990 available to any and all Board Members for their review. All questions raised are answered by the Treasurer with consultation if required by the Certified Public Accountant preparer.”

CEO executive director top management comp Part VI line 15A

“The Board of Directors annually reviews the compensation of the Executive Director utilizing available public compensation information, current pay rate, and effectiveness to determine the executive's compensation.”

Other officer or key employee compensation Part VI line 15B

“The Board of Directors in conjunction with the CEO annually reviews the compensation of all key employees, utilizing available public compensation information, current pay rate, and effectiveness to determine the key employee's compensation.”

Governing documents etc available to public Part VI line 19

“The organization has its board minutes, form 990 and other governing documents available for viewing at its operating location based upon specific request.”

Filing and Contact Details

Filer

Filer Name
Shepherd Home Inc
EIN
03-0381582
Address
PO Box 33, Penfield, NY 14526

Signing Officer

Name
William Rice
Title
Treasurer
Phone
5853810890
Signed
2015-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Betsy Inglis
Formed
2005
Legal Domicile
Ny
Voting Board Members
15
Independent Board Members
15
Employees
17
Volunteers
100

Preparer

Firm
Emerald Tax & Accounting Services
Address
60 Barrett Drive, Webster, NY 14580
Preparer
Gary E Smith Jr CPA
Phone
5852652870
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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Annual Gala
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0Other
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt057846
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt026463
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt084309
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt057846
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt026463
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt084309
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt084309
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The 990 is prepared by the same Certified Public Accountant that prepares the organizations annual Audited Financial Statements. The 990 is then reviewed by the Board Treasurer. The Board Treasurer makes the 990 available to any and all Board Members for their review. All questions raised are answered by the Treasurer with consultation if required by the Certified Public Accountant preparer.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Board of Directors annually reviews the compensation of the Executive Director utilizing available public compensation information, current pay rate, and effectiveness to determine the executive's compensation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Board of Directors in conjunction with the CEO annually reviews the compensation of all key employees, utilizing available public compensation information, current pay rate, and effectiveness to determine the key employee's compensation.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The organization has its board minutes, form 990 and other governing documents available for viewing at its operating location based upon specific request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1CEO executive director top management comp Part VI line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other officer or key employee compensation Part VI line 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0579906
IRS990/TotalAssetsEOYAmt0565475
IRS990/TotalAssetsGrp/BOYAmt0579906
IRS990/TotalAssetsGrp/EOYAmt0565475
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0167442
IRS990/TotalEmployeeCnt017
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt025665
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt052712
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0195549
IRS990/TotalFunctionalExpensesGrp/TotalAmt0273926
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0579906
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0565475
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0195549
IRS990/TotalReportableCompFromOrgAmt054735
IRS990/TotalRevenueGrp/ExclusionAmt084309
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt07744
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0259495
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0579906
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0565475
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0579906
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0565475
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06 Packetts Glen
IRS990/USAddress/CityNm0Fairport
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd014450
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt015
IRS990/WebsiteAddressTxt0www.shepherdhome.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0William Rice
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05853810890
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Shepherd Home Inc
ReturnHeader/Filer/BusinessNameControlTxt0SHEP
ReturnHeader/Filer/EIN0030381582
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 33
ReturnHeader/Filer/USAddress/CityNm0Penfield
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014526
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161598846
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Emerald Tax & Accounting Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt060 Barrett Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Webster
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014580
ReturnHeader/PreparerPersonGrp/PhoneNum05852652870
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gary E Smith Jr CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02015-05-13T14:17:27-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$565,475
Liabilities
$0
Net assets
$565,475
Revenue
$259,495
Expenses
$273,926
Net income
-$14,431
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.82$0.02$6.80$4.52$3.10$1.42
2023Detailed filing. Detailed filing data is available for this year.$5.14$0.00$5.14$2.69$2.81$0.12
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.07$0.16$4.91$2.52$2.63$0.11
2021Detailed filing. Detailed filing data is available for this year.$5.39$0.00$5.39$1.26$1.66$0.40
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.44$0.00$5.44$1.73$1.68$0.05
2019Summary only. Only limited summary data is available for this year.$5.15$0.00$5.15$1.99$2.03$0.04
2018Summary only. Only limited summary data is available for this year.$4.85$0.00$4.85$2.24$2.45$0.21
2017Summary only. Only limited summary data is available for this year.$5.26$0.01$5.25$2.57$2.64$0.08
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.98$0.00$4.98$2.43$2.69$0.26
2014Detailed filing. Detailed filing data is available for this year.$5.65$0.00$5.65$2.59$2.74$0.14
2013Detailed filing. Detailed filing data is available for this year.$5.80$0.00$5.80$3.28$2.70$0.58
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.22$0.00$5.22$2.64
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.60$0.00$5.60$2.45