Civic Intelligence

The Shepherds House Inc

990EZ • Fiscal year 2013 • EIN 26-1735932

Jan 01, 2013 to Dec 31, 2013 • Filed on May 15, 2014

Organization ProfileWWW.THESHEPHERDSHOUSE.US
PO Box 1294514612

(585) 225-4090

Siviq Scores

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

Liabilities / Assets

85th percentile

0.60x

Higher debt load relative to assets than 85% of similar nonprofits.

2013 filings • NTEE P • <$500k nonprofits • Source year 2013

Liabilities / Revenue

97th percentile

2.74x

Higher debt load relative to revenue than 97% of similar nonprofits.

2013 filings • NTEE P • <$500k nonprofits • Source year 2013

Net Margin

62nd percentile

7.7%

Higher net margin than 62% of similar nonprofits.

2013 filings • NTEE P • <$500k nonprofits • Source year 2013

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2013 filings • NTEE P • <$500k nonprofits • Source year 2013

Asset Growth

49th percentile

1.7%

Faster asset growth than 49% of similar nonprofits.

2013 filings • NTEE P • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

12th percentile

-35%

Faster revenue growth than 12% of similar nonprofits.

2013 filings • NTEE P • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets85th percentile

Assets

Up

$230,698

Up $3,895 (+1.7%) from 2012

Net Assets

Up

$92,452

Up $21,895 (+31%) from 2012

Liabilities

Down

$138,246

Down $18,000 (-12%) from 2012

Revenue And Expenses
Liabilities / Revenue97th percentileNet Margin62nd percentile

Revenue

Down

$50,437

Down $26,674 (-35%) from 2012

Expenses

Down

$46,542

Down $38,732 (-45%) from 2012

Net Income

Up

$3,895

Up $12,058 (+148%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$400K$300K$200K$100K$0Assets 2011: $234,966Liabilities 2011: $174,246Net Assets 2011: $60,7202011Assets 2012: $226,803Liabilities 2012: $156,246Net Assets 2012: $70,5572012Assets 2013: $230,698Liabilities 2013: $138,246Net Assets 2013: $92,4522013Assets 2016: $232,871Liabilities 2016: $84,246Net Assets 2016: $148,6252016Assets 2017: $231,446Liabilities 2017: $0Net Assets 2017: $231,4462017Assets 2018: $314,507Net Assets 2018: $314,5072018Assets 2022: $206,963Net Assets 2022: $206,9632022Assets 2023: $190,400Net Assets 2023: $190,4002023Assets 2024: $316,207Liabilities 2024: $0Net Assets 2024: $316,2072024Assets 2025: $354,483Liabilities 2025: $0Net Assets 2025: $354,4832025

Highlighted filing

2013

Assets$230,698
Liabilities$138,246
Net Assets$92,452
Open 2013 Filing

Operations Trend

Revenue Growth12th percentile

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

$300K$200K$100K$0-$100KRevenue 2011: $71,023Expenses 2011: $67,984Net Income 2011: $3,0392011Revenue 2012: $77,111Expenses 2012: $85,274Net Income 2012: -$8,1632012Revenue 2013: $50,437Expenses 2013: $46,542Net Income 2013: $3,8952013Revenue 2016: $48,993Expenses 2016: $38,417Net Income 2016: $10,5762016Revenue 2017: $111,606Expenses 2017: $113,031Net Income 2017: -$1,4252017Revenue 2018: $116,174Expenses 2018: $33,113Net Income 2018: $83,0612018Revenue 2022: $168,483Expenses 2022: $25,011Net Income 2022: $143,4722022Revenue 2023: $15,911Expenses 2023: $32,474Net Income 2023: -$16,5632023Revenue 2024: $273,731Expenses 2024: $147,924Net Income 2024: $125,8072024Revenue 2025: $212,944Expenses 2025: $174,668Net Income 2025: $38,2762025

Highlighted filing

2013

Revenue$50,437
Expenses$46,542
Net Income$3,895
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 15, 2014
Return Version
2013v3.1
Gross Receipts
$50,437
Mission and Program Overview

Mission

To provide support to homeless persons

Program Services

DescriptionGrantsExpenses
TO PROVIDE SUPPORTIVE HOUSING ENVIRONMENTS FOR HOMELESS AND THEIR FAMILIES AND TO FACILITATE THEIR RETURN IN PRODUCTIVE ROLES IN SOCIETY--
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL BURNSChairmanPT$0--
ERIC MCDONALDVice PresidentPT$0--
PETER MORGANTEMemberPT$0--
SAMONE PARSONMemberPT$0--
SHIRLEY FREEMANMemberPT$0--
CHERYL MARTINMemberPT$0--
Filing and Contact Details

Filer

EIN
26-1735932

Signing Officer

Name
Michael Burns
Title
President
Phone
5852254090
Signed
2014-05-15
Discuss with paid preparer
Yes

Preparer

Preparer
Valarie a Hill
Phone
5856638210
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description amountvalue of food stamps received 1,354”

Description of other expenses Part I line 16

“Description amountfood 1,732admin expenses 317insurance 1,677house supplies 293payroll taxes 1,036”

Other changes in net assets or fund balances Part I line 20

“Description amountreduction of principal on mortgage 18,000”

Description of total liabilities Part II line 26

“Category beginning of year end of yearfantuzzo loan 156,246 138,246”

Raw XML Appendix160 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0PETER MORGANTE
IRS990EZ/BooksInCareOfDetail/PhoneNum05852254090
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine10PO BOX 12945
IRS990EZ/BooksInCareOfDetail/USAddress/City0ROCHESTER
IRS990EZ/BooksInCareOfDetail/USAddress/State0NY
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode014612
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06057
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt09952
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt032640
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03895
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01313
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0226803
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0230698
IRS990EZ/GrossReceiptsAmt050437
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt02
IRS990EZ/LandAndBuildingsGrp/BOYAmt0220746
IRS990EZ/LandAndBuildingsGrp/EOYAmt0220746
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt070557
IRS990EZ/NetAssetsOrFundBalancesEOYAmt092452
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt070557
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt092452
IRS990EZ/OccupancyRentUtltsAndMaintAmt028842
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt45.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt55.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHAEL BURNS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1ERIC MCDONALD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2PETER MORGANTE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SAMONE PARSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SHIRLEY FREEMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5CHERYL MARTIN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt018000
IRS990EZ/OtherExpensesTotalAmt05055
IRS990EZ/OtherRevenueTotalAmt01354
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SUPPORT TO HOMELESS PERSONS
IRS990EZ/ProgramServiceRevenueAmt016441
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE SUPPORTIVE HOUSING ENVIRONMENTS FOR HOMELESS AND THEIR FAMILIES AND TO FACILITATE THEIR RETURN IN PRODUCTIVE ROLES IN SOCIETY
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt011332
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0NY
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0156246
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0138246
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt046542
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt050437
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt049081
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt077106
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt071004
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0197191
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt019
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt026
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt05
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt019
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt026
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0197191
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt049081
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt077106
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt071004
IRS990ScheduleA/Total509Grp/TotalAmt0197191
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt049083
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt077111
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt071023
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0197217
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTVALUE OF FOOD STAMPS RECEIVED 1,354
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTFOOD 1,732ADMIN EXPENSES 317INSURANCE 1,677HOUSE SUPPLIES 293PAYROLL TAXES 1,036
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTREDUCTION OF PRINCIPAL ON MORTGAGE 18,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3CATEGORY BEGINNING OF YEAR END OF YEARFANTUZZO LOAN 156,246 138,246
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other changes in net assets or fund balances Part I line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Description of total liabilities Part II line 26
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL BURNS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum05852254090
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE SHEPHERDS HOUSE INC
ReturnHeader/Filer/BusinessNameControlTxt0SHEP
ReturnHeader/Filer/EIN0261735932
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 12945
ReturnHeader/Filer/USAddress/City0ROCHESTER
ReturnHeader/Filer/USAddress/State0NY
ReturnHeader/Filer/USAddress/ZIPCode014612
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161394381
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Flower City Tax
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10576 W Ridge Rd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Rochester
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode014615
ReturnHeader/PreparerPersonGrp/PhoneNum05856638210
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0VALARIE A HILL
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-05-13T16:24:14-04:00
ReturnHeader/ReturnTypeCd0990EZ
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 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$230,698
Liabilities
$138,246
Net assets
$92,452
Revenue
$50,437
Expenses
$46,542
Net income
$3,895
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.54$0.00$3.54$2.13$1.75$0.38
2024Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$2.74$1.48$1.26
2023Detailed filing. Detailed filing data is available for this year.$1.90$1.90$0.16$0.32$0.17
2022Detailed filing. Detailed filing data is available for this year.$2.07$2.07$1.68$0.25$1.43
2018Detailed filing. Detailed filing data is available for this year.$3.15$3.15$1.16$0.33$0.83
2017Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$1.12$1.13$0.01
2016Detailed filing. Detailed filing data is available for this year.$2.33$0.84$1.49$0.49$0.38$0.11
2013Detailed filing. Detailed filing data is available for this year.$2.31$1.38$0.92$0.50$0.47$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.27$1.56$0.71$0.77$0.85$0.08
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.35$1.74$0.61$0.71$0.68$0.03