Civic Intelligence

Shepherd Home Inc

990 • Fiscal year 2013 • EIN 03-0381582

Jan 01, 2013 to Dec 31, 2013 • Filed on May 14, 2014

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.

2013 filings • NTEE P • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

16th percentile

0.00x

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

2013 filings • NTEE P • $500k-$1M nonprofits • Source year 2013

Net Margin

82nd percentile

18%

Higher net margin than 82% of similar nonprofits.

2013 filings • NTEE P • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

67th percentile

$53,386

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 16.3% of source-year revenue.

2013 filings • NTEE P • $500k-$1M nonprofits • Source year 2013

Asset Growth

63rd percentile

11%

Faster asset growth than 63% of similar nonprofits.

2013 filings • NTEE P • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$579,906

Up $57,671 (+11%) from 2012

Net Assets

Up

$579,906

Up $57,671 (+11%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin82nd percentile

Revenue

$328,105

No earlier filing loaded for comparison.

Expenses

Up

$270,434

Up $6,855 (+2.6%) from 2012

Net Income

$57,671

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth63rd 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

2013

Assets$579,906
Liabilities$0
Net Assets$579,906
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2013

Revenue$328,105
Expenses$270,434
Net Income$57,671
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 14, 2014
Return Version
2013v3.1
Gross Receipts
$328,105
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$297,271$285,547▼ $11,724
Investments in Publicly Traded Securities$105,395$225,658▲ $120,263
Cash and Non-Interest-Bearing Accounts$37,068$68,690▲ $31,622
Savings and Temporary Cash Investments$82,501$11▼ $82,490
Total Assets$522,235$579,906▲ $57,671
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$522,235$579,906▲ $57,671
Total Net Assets Fund Balance$522,235$579,906▲ $57,671
Total Liabilities and Net Assets / Fund Balance$522,235$579,906▲ $57,671

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$281,776$72,283$354,059
Equipment$1,084$128,889$129,973
Leasehold Improvements$2,687$11,641$14,328
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Betsy InglisExecutive DirectorFT$53,386$53,386

Board Members and Trustees

NameTitle
Channing PhilbrickChairman
Nancy McKinleySecretary
William RiceTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$208,681
Program Service Revenue
$0
Investment Income
$34,150
Other Revenue
$85,274
All Other Contributions
$208,681
Change in Net Assets
$57,671

Audited Revenue Reconciliation

Revenue per Audited Statements
$328,105
Total Revenue per Audited Statements
$328,105
Total Revenue per Form 990
$328,105
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$177,005
Other Expenses$93,429
Total Fundraising Expense$32,049
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$106,858$3,538-$110,396
Current Officers, Directors, Trustees, and Key Employees$42,709$10,677-$53,386
Other Expenses$2,040-$32,049$32,049
Payroll Taxes$9,917$3,306-$13,223
Insurance$9,544$3,181-$12,725
Office Expenses-$12,117-$12,117
Depreciation Depletion$8,793$2,931-$11,724
Occupancy$7,859$2,620-$10,479
Advertising$3,019$1,006-$4,025
Fees for Services Accounting-$1,225-$1,225
Total Functional Expenses$197,784$40,601$32,049$270,434

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$270,434
Total Expenses per Audited Statements$270,434
Total Expenses per Form 990$270,434
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$85,274
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$57,914$57,914-$57,914
Event 2$27,360$27,360-$27,360
Total Events$85,274$85,274-$85,274
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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

EIN
03-0381582

Signing Officer

Name
William Rice
Title
Treasurer
Phone
5853810890
Signed
2014-05-14
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
16
Volunteers
100

Preparer

Preparer
Gary E Smith Jr CPA
Phone
5852652870
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt027360
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt085274
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0Annual Gala
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0Other
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt085274
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/TotalAssetsBOYAmt0522235
IRS990/TotalAssetsEOYAmt0579906
IRS990/TotalAssetsGrp/BOYAmt0522235
IRS990/TotalAssetsGrp/EOYAmt0579906
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0208681
IRS990/TotalEmployeeCnt016
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt032049
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt040601
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0197784
IRS990/TotalFunctionalExpensesGrp/TotalAmt0270434
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0522235
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0579906
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0197784
IRS990/TotalReportableCompFromOrgAmt053386
IRS990/TotalRevenueGrp/ExclusionAmt085274
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt034150
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0328105
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt0100
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0522235
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0579906
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0522235
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0579906
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine106 Packetts Glen
IRS990/USAddress/City0Fairport
IRS990/USAddress/State0NY
IRS990/USAddress/ZIPCode014450
IRS990/VotingMembersGoverningBodyCnt015
IRS990/VotingMembersIndependentCnt015
IRS990/WebsiteAddressTxt0www.shepherdhome.org
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0William Rice
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum05853810890
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine10Shepherd Home Inc
ReturnHeader/Filer/BusinessNameControlTxt0SHEP
ReturnHeader/Filer/EIN0030381582
ReturnHeader/Filer/USAddress/AddressLine10PO Box 33
ReturnHeader/Filer/USAddress/City0Penfield
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode014526
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161598846
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Emerald Tax & Accounting Services
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1060 Barrett Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Webster
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode014580
ReturnHeader/PreparerPersonGrp/PhoneNum05852652870
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Gary E Smith Jr CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-05-15T09:56:18-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$579,906
Liabilities
$0
Net assets
$579,906
Revenue
$328,105
Expenses
$270,434
Net income
$57,671
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