Civic Intelligence

Shepherd Home Inc

990 • Fiscal year 2020 • EIN 03-0381582

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 05, 2021

Organization Profilewww.shepherdhome.org
1959 Five Mile Line RoadPenfield, NY 14526

(585) 381-0890

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

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

2020 filings • NTEE P • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

22nd percentile

0.00x

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

2020 filings • NTEE P • $500k-$1M nonprofits • Source year 2020

Net Margin

44th percentile

2.7%

Higher net margin than 44% of similar nonprofits.

2020 filings • NTEE P • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

72nd percentile

$68,655

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 39.7% of source-year revenue.

2020 filings • NTEE P • $500k-$1M nonprofits • Source year 2020

Asset Growth

39th percentile

5.7%

Faster asset growth than 39% of similar nonprofits.

2020 filings • NTEE P • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

28th percentile

-13%

Faster revenue growth than 28% of similar nonprofits.

2020 filings • NTEE P • $500k-$1M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$544,489

Up $29,518 (+5.7%) from 2019

Net Assets

Up

$544,489

Up $29,518 (+5.7%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin44th percentile

Revenue

Down

$172,897

Down $25,979 (-13%) from 2019

Expenses

Down

$168,167

Down $34,660 (-17%) from 2019

Net Income

Up

$4,730

Up $8,681 (+220%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth39th 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

2020

Assets$544,489
Liabilities$0
Net Assets$544,489
Open 2020 Filing

Operations Trend

Revenue Growth28th 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

2020

Revenue$172,897
Expenses$168,167
Net Income$4,730
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 5, 2021
Return Version
2020v4.1
Gross Receipts
$173,318
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.

To provide compassionate comfort care to members of our community with life-limiting illnesses.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$244,977$269,403▲ $24,426
Land, Buildings, and Equipment, Net$247,846$236,030▼ $11,816
Cash and Non-Interest-Bearing Accounts$22,148$39,056▲ $16,908
Total Assets$514,971$544,489▲ $29,518
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$514,971$544,489▲ $29,518
Total Net Assets Fund Balance$514,971$544,489▲ $29,518
Total Liabilities and Net Assets / Fund Balance$514,971$544,489▲ $29,518

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$223,135$135,800$358,935
Equipment$12,895$142,624$155,519
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Ashley TackExecutive DirectorFT$68,655$68,655

Board Members and Trustees

NameTitle
Elizabeth OrtolaniCo-Chair
Mary DrechslerCo-Chair
Daniel BecaDirector
Katherine CarrDirector
Lakita MarshallDirector
Stephen DeluciaDirector
Stephen Lapp EsqDirector
Devin HawkinsSecretary
Jonathan SemmlerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$172,897
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$102,496
Change in Net Assets
$4,730
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$117,992
Other Expenses$50,175
Total Fundraising Expense$9,687
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$51,492$17,163-$68,655
Other Salaries and Wages$23,864$17,438-$41,302
Depreciation Depletion$8,862$2,954-$11,816
Insurance$8,065$2,688-$10,753
Office Expenses-$3,484$6,672$10,156
Payroll Taxes$4,565$2,096-$6,661
Occupancy$4,913$1,638-$6,551
All Other Expenses$425-$3,015$3,440
Fees for Services Accounting-$2,755-$2,755
Fees for Service Investment Mgmnt Fees-$2,362-$2,362
Other Employee Benefits$942$432-$1,374
Other Expenses$1,247--$1,247
Fees for Services Other-$1,095-$1,095
Total Functional Expenses$104,375$54,105$9,687$168,167
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$421
Fundraising Gross Income$421
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Annual Gala$24,006$421$421$0
Total Events$24,006$421$421$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

“The form 990 is distributed to all members of the board for their review and comments prior to being filed.”

Form 990, Part VI, Section B, line 12C

“On an annual basis, all board members are required to disclose any known conflict of interest and sign a form certifying that such information is complete and accurate.”

Form 990, Part VI, Section B, line 15A

“The Executive Director's compensation is reviewed and approved by the board of directors on an annual basis.”

Form 990, Part VI, Section C, line 19

“Governing documents of the organization are made available at its main operating location upon specific request.”

Filing and Contact Details

Filer

Filer Name
Shepherd Home Inc
EIN
03-0381582
Phone
5853810890
Address
1959 Five Mile Line Road, Penfield, NY 14526

Signing Officer

Name
Ashley Tack
Title
Executive Director
Phone
5853810890
Signed
2021-04-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ashley Tack
Formed
2005
Legal Domicile
Ny
Voting Board Members
9
Independent Board Members
9
Employees
8
Volunteers
75

Preparer

Firm
Heveron & Company CPAs PLLC
Address
260 Plymouth Avenue South, Rochester, NY 14608
Preparer
Brenda Smith
Phone
5852322956
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IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt050660
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt041965
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0510
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0122779
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.87510
IRS990ScheduleA/PublicSupportPY170Pct00.97320
IRS990ScheduleA/PublicSupportPY509Pct00.97320
IRS990ScheduleA/PublicSupportTotal170Amt01050805
IRS990ScheduleA/SubstantialContributorsTotAmt0983
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0172897
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0201156
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0208047
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0230730
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0238958
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01051788
IRS990ScheduleA/TotalSupportAmt01200833
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/BuildingsGrp/BookValueAmt0223135
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0135800
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0358935
IRS990ScheduleD/EquipmentGrp/BookValueAmt012895
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0142624
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0155519
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0236030
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt023585
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt023585
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0421
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Annual Gala
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt024006
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt024006
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0421
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0421
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0421
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0421
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The form 990 is distributed to all members of the board for their review and comments prior to being filed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1On an annual basis, all board members are required to disclose any known conflict of interest and sign a form certifying that such information is complete and accurate.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Executive Director's compensation is reviewed and approved by the board of directors on an annual basis.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Governing documents of the organization are made available at its main operating location upon specific request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0NY
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0514971
IRS990/TotalAssetsEOYAmt0544489
IRS990/TotalAssetsGrp/BOYAmt0514971
IRS990/TotalAssetsGrp/EOYAmt0544489
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0172897
IRS990/TotalEmployeeCnt08
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt09687
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt054105
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0104375
IRS990/TotalFunctionalExpensesGrp/TotalAmt0168167
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0514971
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0544489
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0104375
IRS990/TotalReportableCompFromOrgAmt068655
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0172897
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt075
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0514971
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0544489
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01959 Five Mile Line Road
IRS990/USAddress/CityNm0Penfield
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd014526
IRS990/VotingMembersGoverningBodyCnt09
IRS990/VotingMembersIndependentCnt09
IRS990/WebsiteAddressTxt0www.shepherdhome.org
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Ashley Tack
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum05853810890
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Shepherd Home Inc
ReturnHeader/Filer/BusinessNameControlTxt0SHEP
ReturnHeader/Filer/EIN0030381582
ReturnHeader/Filer/PhoneNum05853810890
ReturnHeader/Filer/USAddress/AddressLine1Txt01959 Five Mile Line Road
ReturnHeader/Filer/USAddress/CityNm0Penfield
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014526
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271895149
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Heveron & Company CPAs PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0260 Plymouth Avenue South
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rochester

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$544,489
Liabilities
$0
Net assets
$544,489
Revenue
$172,897
Expenses
$168,167
Net income
$4,730
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
2020Detailed filing. Detailed filing data is available for this year.$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