Civic Intelligence

Soul Shepherding Inc.

990 • Fiscal year 2019 • EIN 27-0606002

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 20, 2020

4000 Barranca ParkwayIrvine, CA 92604

(949) 413-8610

Siviq Scores

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

Liabilities / Assets

49th percentile

0.03x

Higher debt load relative to assets than 49% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

52nd percentile

0.04x

Higher debt load relative to revenue than 52% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

46th percentile

2.0%

Higher net margin than 46% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

69th percentile

$55,601

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 12.7% of source-year revenue.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

32nd percentile

-2.1%

Faster asset growth than 32% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

77th percentile

26%

Faster revenue growth than 77% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Down

$550,463

Down $11,794 (-2.1%) from 2018

Net Assets

Up

$535,104

Up $11,734 (+2.2%) from 2018

Liabilities

Down

$15,359

Down $23,528 (-61%) from 2018

Revenue

Up

$436,845

Up $90,723 (+26%) from 2018

Expenses

Up

$428,017

Up $93,226 (+28%) from 2018

Net Income

Down

$8,828

Down $2,503 (-22%) from 2018

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2012: $118,297Liabilities 2012: $2,601Net Assets 2012: $115,6962012Assets 2013: $239,629Liabilities 2013: $4,391Net Assets 2013: $235,2382013Assets 2014: $311,124Liabilities 2014: $6,278Net Assets 2014: $304,8462014Assets 2017: $545,927Liabilities 2017: $9,063Net Assets 2017: $536,8642017Assets 2018: $562,257Liabilities 2018: $38,887Net Assets 2018: $523,3702018Assets 2019: $550,463Liabilities 2019: $15,359Net Assets 2019: $535,1042019Assets 2020: $762,506Liabilities 2020: $64,875Net Assets 2020: $697,6312020Assets 2021: $923,190Liabilities 2021: $16,113Net Assets 2021: $907,0772021Assets 2022: $1,155,332Liabilities 2022: $90,927Net Assets 2022: $1,064,4052022Assets 2023: $1,160,057Liabilities 2023: $48,390Net Assets 2023: $1,111,6672023Assets 2024: $1,324,157Liabilities 2024: $84,153Net Assets 2024: $1,240,0042024

Highlighted filing

2019

Assets$550,463
Liabilities$15,359
Net Assets$535,104

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0Revenue 2012: $181,935Expenses 2012: $161,929Net Income 2012: $20,0062012Revenue 2013: $295,228Expenses 2013: $182,622Net Income 2013: $112,6062013Revenue 2014: $269,938Expenses 2014: $198,098Net Income 2014: $71,8402014Revenue 2017: $290,653Expenses 2017: $265,745Net Income 2017: $24,9082017Revenue 2018: $346,122Expenses 2018: $334,791Net Income 2018: $11,3312018Revenue 2019: $436,845Expenses 2019: $428,017Net Income 2019: $8,8282019Revenue 2020: $845,465Expenses 2020: $680,298Net Income 2020: $165,1672020Revenue 2021: $1,219,546Expenses 2021: $942,028Net Income 2021: $277,5182021Revenue 2022: $1,515,193Expenses 2022: $1,352,143Net Income 2022: $163,0502022Revenue 2023: $1,469,012Expenses 2023: $1,432,751Net Income 2023: $36,2612023Revenue 2024: $1,642,084Expenses 2024: $1,513,653Net Income 2024: $128,4312024

Highlighted filing

2019

Revenue$436,845
Expenses$428,017
Net Income$8,828
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 20, 2020
Return Version
2019v5.0
Gross Receipts
$436,845
Mission and Program Overview

Mission

To provide spiritual ministry to pastors, leaders and other christians through discipleship, counseling , retreats, seminars, worship services and other means.

Pastors, leaders and other christians through discipleship, counseling, retreats, seminars, worship services and other means.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$523,370$535,104▲ $11,734
Investments in Publicly Traded Securities$421,041$382,506▼ $38,535
Cash and Non-Interest-Bearing Accounts$102,460$108,307▲ $5,847
Savings and Temporary Cash Investments$32,898$45,220▲ $12,322
Accounts Receivable-$11,166-
Land, Buildings, and Equipment, Net$5,858$3,264▼ $2,594
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$562,257$550,463▼ $11,794
Other Assets Total-$0-
Liabilities
Other Liabilities$38,887$15,359▼ $23,528
Total Liabilities$38,887$15,359▼ $23,528
Net Assets / Fund Balance
Total Net Assets Fund Balance$523,370$535,104▲ $11,734
Total Liabilities and Net Assets / Fund Balance$562,257$550,463▼ $11,794

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$3,264$7,190$10,454
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Kristi GaultiereSecretaryFT$55,601$55,601
William GaultiereCEO and CFOFT$48,291$48,291

Board Members and Trustees

NameTitle
Joe JohnsonDirector
John SnyderDirector
Margaret SnyderDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$284,860
Program Service Revenue
$65,543
Investment Income
$0
Other Revenue
$86,442
All Other Contributions
$284,860
Change in Net Assets
$8,828
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$266,719
Salaries, Compensation, and Employee Benefits$161,298
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$119,125--$119,125
All Other Expenses$35,489--$35,489
Advertising$32,678--$32,678
Other Employee Benefits$28,733--$28,733
Other Expenses$11,805--$11,805
Payroll Taxes$8,029--$8,029
Pension Plan Contributions$5,411--$5,411
Office Expenses$2,390--$2,390
Depreciation Depletion$1,136--$1,136
Insurance$887--$887
Travel$448--$448
Fees for Services Legal$300--$300
Total Functional Expenses$428,017$0$0$428,017
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Cards Payable$11,520
Payroll Payable$3,211
Sdi$628
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
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
Yes
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, Part VI, Line 4: Description of Significant Changes to Organizational Documents

The organization filed amended by laws reducing the number of director on board to 5 members

Form 990, Part VI, Line 11B: Form 990 Review Process

A draft of the return is sent to the organization's board of directors for review, prior to filing the return with the irs.

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

At each annual meeting, the conflict of interest policy is discussed and disclosures are made.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

The board reviews and approves compensation of the president and secretary.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

The board reviews and approves compensation of the president and secretary.

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

All documentation of the organization is available upon request. Information about the organization and a copy of prior tax returns can be found on www.guidestar.org

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

No documents available to the public.

Filing and Contact Details

Filer

Filer Name
Soul Shepherding
EIN
27-0606002
Phone
9494138610
Address
4000 BARRANCA PARKWAY, IRVINE, CA 92604

Signing Officer

Name
William Gaultiere
Title
President
Signed
2020-08-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Gaultiere
Formed
2009
Legal Domicile
CA
Voting Board Members
5
Independent Board Members
5
Employees
3
Volunteers
6

Preparer

Firm
Centenal Tax Group Inc
Address
3730 S Susan St Suite 120, Santa Ana, CA 92704
Preparer
Limijati Sloan
Phone
7143827710
Raw XML Appendix398 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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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01092714
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.48170
IRS990ScheduleA/PublicSupportPY170Pct00.46200
IRS990ScheduleA/PublicSupportTotal170Amt0526377
IRS990ScheduleA/SubstantialContributorsTotAmt0566337
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0284860
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0210653
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0205428
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0187703
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0204070
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01092714
IRS990ScheduleA/TotalSupportAmt01092714
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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/ScheduleBRequiredInd0true
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt03264
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt07190
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt010454
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt011520
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt13211
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2628
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CREDIT CARDS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PAYROLL PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2SDI
IRS990ScheduleD/TotalBookValueLandBuildingsAmt03264
IRS990ScheduleD/TotalLiabilityAmt015359
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION FILED AMENDED BY LAWS REDUCING THE NUMBER OF DIRECTOR ON BOARD TO 5 MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A DRAFT OF THE RETURN IS SENT TO THE ORGANIZATION'S BOARD OF DIRECTORS FOR REVIEW, PRIOR TO FILING THE RETURN WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AT EACH ANNUAL MEETING, THE CONFLICT OF INTEREST POLICY IS DISCUSSED AND DISCLOSURES ARE MADE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD REVIEWS AND APPROVES COMPENSATION OF THE PRESIDENT AND SECRETARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD REVIEWS AND APPROVES COMPENSATION OF THE PRESIDENT AND SECRETARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ALL DOCUMENTATION OF THE ORGANIZATION IS AVAILABLE UPON REQUEST. INFORMATION ABOUT THE ORGANIZATION AND A COPY OF PRIOR TAX RETURNS CAN BE FOUND ON WWW.GUIDESTAR.ORG
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 4: Description of Significant Changes to Organizational Documents
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 12c: Explanation of Monitoring and Enforcement of Conflicts
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Line 15a: Compensation Review & Approval Process - CEO, Top Management
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Line 15b: Compensation Review and Approval Process for Officers and Key Employees
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0562257
IRS990/TotalAssetsEOYAmt0550463
IRS990/TotalAssetsGrp/BOYAmt0562257
IRS990/TotalAssetsGrp/EOYAmt0550463
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0284860
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0428017
IRS990/TotalFunctionalExpensesGrp/TotalAmt0428017
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt038887
IRS990/TotalLiabilitiesEOYAmt015359
IRS990/TotalLiabilitiesGrp/BOYAmt038887
IRS990/TotalLiabilitiesGrp/EOYAmt015359
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0523370
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0535104
IRS990/TotalProgramServiceExpensesAmt0428017
IRS990/TotalProgramServiceRevenueAmt065543
IRS990/TotalReportableCompFromOrgAmt0103892
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0151985
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0436845
IRS990/TotalVolunteersCnt06
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0562257
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0550463
IRS990/TravelGrp/ProgramServicesAmt0448
IRS990/TravelGrp/TotalAmt0448
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt04000 BARRANCA PARKWAY 250
IRS990/USAddress/CityNm0IRVINE
IRS990/USAddress/StateAbbreviationCd0CA
IRS990/USAddress/ZIPCd092604
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0WWW.SOULSHEPHERDING.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02020-11-19 02:30:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM GAULTIERE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0President
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SOUL SHEPHERDING
ReturnHeader/Filer/BusinessNameControlTxt0SOUL
ReturnHeader/Filer/EIN0270606002
ReturnHeader/Filer/PhoneNum09494138610
ReturnHeader/Filer/USAddress/AddressLine1Txt04000 BARRANCA PARKWAY
ReturnHeader/Filer/USAddress/CityNm0IRVINE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092604
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0832055905
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Centenal Tax Group Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03730 S Susan St Suite 120
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Santa Ana
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092704
ReturnHeader/PreparerPersonGrp/PhoneNum07143827710
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Limijati Sloan
ReturnHeader/ReturnTs02020-08-26T07:58:13-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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