Civic Intelligence

Shepherd Home Inc

990 • Fiscal year 2021 • EIN 03-0381582

Jan 01, 2021 to Dec 31, 2021 • Filed on Jul 12, 2022

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

24th percentile

0.00x

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

2021 filings • NTEE P • $500k-$1M nonprofits • Source year 2021

Liabilities / Revenue

24th percentile

0.00x

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

2021 filings • NTEE P • $500k-$1M nonprofits • Source year 2021

Net Margin

6th percentile

-32%

Higher net margin than 6% of similar nonprofits.

2021 filings • NTEE P • $500k-$1M nonprofits • Source year 2021

Top Officer Pay

50th percentile

$33,601

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 26.7% of source-year revenue.

2021 filings • NTEE P • $500k-$1M nonprofits • Source year 2021

Asset Growth

23rd percentile

-0.9%

Faster asset growth than 23% of similar nonprofits.

2021 filings • NTEE P • $500k-$1M nonprofits • Annualized from 2020 to 2021

Revenue Growth

10th percentile

-27%

Faster revenue growth than 10% of similar nonprofits.

2021 filings • NTEE P • $500k-$1M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$539,322

Down $5,167 (-0.9%) from 2020

Net Assets

Down

$539,322

Down $5,167 (-0.9%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin6th percentile

Revenue

Down

$125,735

Down $47,162 (-27%) from 2020

Expenses

Down

$166,160

Down $2,007 (-1.2%) from 2020

Net Income

Down

-$40,425

Down $45,155 (-955%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth23rd 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

2021

Assets$539,322
Liabilities$0
Net Assets$539,322
Open 2021 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

2021

Revenue$125,735
Expenses$166,160
Net Income-$40,425
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 12, 2022
Return Version
2021v4.2
Gross Receipts
$134,379
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$269,403$301,980▲ $32,577
Land, Buildings, and Equipment, Net$236,030$224,213▼ $11,817
Cash and Non-Interest-Bearing Accounts$39,056$13,129▼ $25,927
Total Assets$544,489$539,322▼ $5,167
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$544,489$539,322▼ $5,167
Total Net Assets Fund Balance$544,489$539,322▼ $5,167
Total Liabilities and Net Assets / Fund Balance$544,489$539,322▼ $5,167

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$213,731$145,204$358,935
Equipment$10,482$145,037$155,519
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Ashley Tack Through July 2021Executive DirectorFT$33,601$33,601
Jennifer Modzel Beg Sept 2021Executive DirectorFT$22,292$22,292

Board Members and Trustees

NameTitle
Stephen DeluciaChair
Mary DrechslerCo-Chair
Daniel BecaDirector
Elizabeth OrtolaniDirector
Katherine CarrDirector
LaKita MarshallDirector
Stephen Lapp EsqDirector
Devin HawkinsSecretary
Jonathan SemmlerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$125,735
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$80,730
Change in Net Assets
$-40,425
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$117,406
Other Expenses$48,754
Total Fundraising Expense$11,072
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$41,920$13,973-$55,893
Other Salaries and Wages$37,834$13,251-$51,085
Depreciation Depletion$8,862$2,954-$11,816
Insurance$7,195$2,398-$9,593
Office Expenses-$1,835$7,247$9,082
Occupancy$5,957$1,986-$7,943
Payroll Taxes$5,086$1,736-$6,822
All Other Expenses$387-$3,825$4,212
Other Employee Benefits$2,688$918-$3,606
Fees for Service Investment Mgmnt Fees-$2,681-$2,681
Other Expenses$1,211--$1,211
Fees for Services Other-$1,191-$1,191
Fees for Services Accounting-$1,025-$1,025
Total Functional Expenses$111,140$43,948$11,072$166,160
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$8,644
Fundraising Gross Income$8,644
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$13,229$8,644$218$8,426
Total Events$13,229$8,644$8,644$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
Jennifer Modzel
Title
Executive Director
Phone
5853810890
Signed
2022-07-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jennifer Modzel
Formed
2005
Legal Domicile
Ny
Voting Board Members
9
Independent Board Members
9
Employees
17
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/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0230730
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0938565
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt011086
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt011086
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt08644
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0421
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt029223
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt050660
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt041965
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0130913
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.86550
IRS990ScheduleA/PublicSupportPY170Pct00.87510
IRS990ScheduleA/PublicSupportTotal170Amt0935176
IRS990ScheduleA/SubstantialContributorsTotAmt03389
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0125735
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0172897
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0201156
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0208047
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0230730
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0938565
IRS990ScheduleA/TotalSupportAmt01080564
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/BookValueAmt0213731
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0145204
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0358935
IRS990ScheduleD/EquipmentGrp/BookValueAmt010482
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0145037
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0155519
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0224213
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt04585
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt04585
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt08644
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0Golf Tournament
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt02026
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt02026
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt013229
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt013229
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt08644
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt08644
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt00
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0218
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0218
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt06400
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt06400
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/TotalAssetsBOYAmt0544489
IRS990/TotalAssetsEOYAmt0539322
IRS990/TotalAssetsGrp/BOYAmt0544489
IRS990/TotalAssetsGrp/EOYAmt0539322
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0125735
IRS990/TotalEmployeeCnt017
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt011072
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt043948
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0111140
IRS990/TotalFunctionalExpensesGrp/TotalAmt0166160
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0544489
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0539322
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0111140
IRS990/TotalReportableCompFromOrgAmt055893
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0125735
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt075
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0544489
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0539322
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/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0Jennifer Modzel
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum05853810890
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-07-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Shepherd Home Inc
ReturnHeader/Filer/BusinessNameControlTxt0SHEP
ReturnHeader/Filer/EIN0030381582
ReturnHeader/Filer/PhoneNum05853810890

Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$539,322
Liabilities
$0
Net assets
$539,322
Revenue
$125,735
Expenses
$166,160
Net income
-$40,425
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