Civic Intelligence

The Sheppard Foundation

990PF • Fiscal year 2024 • EIN 22-6388719

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 30, 2025

Organization Profile
10 Davis LaneDarien, CT 06820

(203) 655-1754

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

1st percentile

-2516%

Higher net margin than 1% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

4th percentile

-100%

Faster asset growth than 4% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

7th percentile

-73%

Faster revenue growth than 7% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $2,902,981 (-100%) from 2022

Net Assets

$0

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2022

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin1st percentile

Revenue

Down

$43,044

Down $227,969 (-84%) from 2022

Expenses

Up

$1,126,035

Up $790,960 (+236%) from 2022

Net Income

Down

-$1,082,991

Down $1,018,929 (-1591%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth4th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,187,924Liabilities 2011: $02011Assets 2012: $1,216,458Liabilities 2012: $02012Assets 2013: $1,292,097Liabilities 2013: $0Net Assets 2013: $1,292,0972013Assets 2014: $1,483,670Liabilities 2014: $0Net Assets 2014: $1,483,6702014Assets 2015: $1,630,750Liabilities 2015: $0Net Assets 2015: $1,630,7502015Assets 2016: $1,766,173Liabilities 2016: $0Net Assets 2016: $1,766,1732016Assets 2017: $1,829,081Liabilities 2017: $0Net Assets 2017: $1,829,0812017Assets 2018: $1,922,520Liabilities 2018: $0Net Assets 2018: $1,922,5202018Assets 2019: $2,083,191Liabilities 2019: $0Net Assets 2019: $2,083,1912019Assets 2020: $2,514,121Liabilities 2020: $0Net Assets 2020: $2,514,1212020Assets 2021: $2,967,043Liabilities 2021: $0Net Assets 2021: $2,967,0432021Assets 2022: $2,902,981Liabilities 2022: $12022Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue Growth7th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $55,643Expenses 2011: $78,922Net Income 2011: -$23,2792011Revenue 2012: $109,603Expenses 2012: $81,069Net Income 2012: $28,5342012Revenue 2013: $174,600Expenses 2013: $98,961Net Income 2013: $75,6392013Revenue 2014: $307,550Expenses 2014: $115,977Net Income 2014: $191,5732014Revenue 2015: $278,490Expenses 2015: $131,410Net Income 2015: $147,0802015Revenue 2016: $263,923Expenses 2016: $128,500Net Income 2016: $135,4232016Revenue 2017: $216,508Expenses 2017: $153,600Net Income 2017: $62,9082017Revenue 2018: $274,789Expenses 2018: $181,350Net Income 2018: $93,4392018Revenue 2019: $367,621Expenses 2019: $206,950Net Income 2019: $160,6712019Revenue 2020: $664,030Expenses 2020: $233,100Net Income 2020: $430,9302020Revenue 2021: $743,322Expenses 2021: $290,400Net Income 2021: $452,9222021Revenue 2022: $271,013Expenses 2022: $335,075Net Income 2022: -$64,0622022Revenue 2024: $43,044Expenses 2024: $1,126,035Net Income 2024: -$1,082,9912024

Highlighted filing

2024

Revenue$43,044
Expenses$1,126,035
Net Income-$1,082,991
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 30, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN W SHEPPARD JRManaging Tru-$0--
J WADE SHEPPARD IIITrustee-$0--
ANN S MORESTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE JOHN & LYNN SHEPPARD FAMILY FDCHARITABLEEXEMPTST LOUIS, MO, US$850,191
Paid GrantTHE JOHN & LYNN SHEPPARD FAMILY FDCHARITABLEEXEMPTST LOUIS, MO, US$206,869
Paid GrantAMERICAN RED CROSSCHARITABLEEXEMPTFARMINGTON, CT, US$50,000
Paid GrantCOMMUNITY FOUNDATION OF SOUTH GEORGCHARITABLEEXEMPTTHOMASVILLE, GA, US$10,000
Filing and Contact Details

Filer

Filer Name
The Sheppard Foundation
EIN
22-6388719
Phone
2036551754
Address
10 DAVIS LANE, DARIEN, CT 06820

Signing Officer

Name
John W Sheppard Jr
Title
Managing Trustee
Phone
2036552646
Signed
2025-04-30

Preparer

Firm
Christensen Defruscio Allen & Co LLC
Address
40 WEST ELM STREET SUITE 1A, GREENWICH, CT 06830
Preparer
John P Christensen CPA
Phone
2038695165
Raw XML Appendix298 raw XML fields

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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOHN W SHEPPARD JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1J WADE SHEPPARD III
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2ANN S MORES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0MANAGING TRU
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0AMERICAN RED CROSS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1THE JOHN & LYNN SHEPPARD FAMILY FD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2THE JOHN & LYNN SHEPPARD FAMILY FD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3COMMUNITY FOUNDATION OF SOUTH GEORG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0209 FARMINGTON AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1C/O STIFEL CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2C/O STIFEL CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 2654
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0501 NORTH BROADWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt1501 NORTH BROADWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt22
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0FARMINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ST LOUIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ST LOUIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3THOMASVILLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006032
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd163102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd263102
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd331799
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt01117060
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt053835
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt053835
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt01831101
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt050929
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt019415
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt019415
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt02945255
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01063225
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01831101
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt050929
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01117060
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01063225
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt02964670
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01901445
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LiquidationExplanationStmt/ExplanationTxt0FOUNDATION WAS TERMNIATED IN 2024 AND ALL ASSETS WHERE TRANSFERED TO DONOR ADVISED FUNDS.
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDEND RECEIVABLE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FEES
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt03047
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt03047
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN W SHEPPARD JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0MANAGING TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02036552646
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SHEPPARD FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SHEP
ReturnHeader/Filer/EIN0226388719
ReturnHeader/Filer/PhoneNum02036551754
ReturnHeader/Filer/USAddress/AddressLine1Txt010 DAVIS LANE
ReturnHeader/Filer/USAddress/CityNm0DARIEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006820
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262680445
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CHRISTENSEN DEFRUSCIO ALLEN & CO LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt040 WEST ELM STREET SUITE 1A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GREENWICH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd006830
ReturnHeader/PreparerPersonGrp/PhoneNum02038695165
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN P CHRISTENSEN CPA
ReturnHeader/ReturnTs02025-05-12T09:28:19-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$43,044
Expenses
$1,126,035
Net income
-$1,082,991
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.04$1.13$1.08
2022Summary only. Only limited summary data is available for this year.$2.90$0.00$0.27$0.34$0.06
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.97$0.00$2.97$0.74$0.29$0.45
2020Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$0.66$0.23$0.43
2019Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.37$0.21$0.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.92$0.00$1.92$0.27$0.18$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.83$0.00$1.83$0.22$0.15$0.06
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.77$0.00$1.77$0.26$0.13$0.14
2015Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.28$0.13$0.15
2014Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.31$0.12$0.19
2013Detailed filing. Detailed filing data is available for this year.$1.29$0.00$1.29$0.17$0.10$0.08
2012Summary only. Only limited summary data is available for this year.$1.22$0.00$0.11$0.08$0.03
2011Summary only. Only limited summary data is available for this year.$1.19$0.00$0.06$0.08$0.02