Civic Intelligence

The Good Shepherds Trust Foundation

990PF • Fiscal year 2017 • EIN 31-1243905

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

PO Box 1187Belmont, NC 28012

(229) 835-2964

Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

92nd percentile

54%

Higher net margin than 92% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

54th percentile

3.3%

Faster asset growth than 54% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

89th percentile

86%

Faster revenue growth than 89% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Assets

Up

$738,271

Up $23,779 (+3.3%) from 2016

Net Assets

Up

$738,271

Up $23,779 (+3.3%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Up

$43,828

Up $20,241 (+86%) from 2016

Expenses

Down

$20,049

Down $30,020 (-60%) from 2016

Net Income

Up

$23,779

Up $50,261 (+190%) from 2016

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2015: $740,974Liabilities 2015: $0Net Assets 2015: $740,9742015Assets 2016: $714,492Liabilities 2016: $0Net Assets 2016: $714,4922016Assets 2017: $738,271Liabilities 2017: $0Net Assets 2017: $738,2712017Assets 2018: $2,435,095Liabilities 2018: $0Net Assets 2018: $2,435,0952018Assets 2020: $2,363,807Liabilities 2020: $0Net Assets 2020: $2,363,8072020Assets 2021: $2,766,907Liabilities 2021: $0Net Assets 2021: $2,766,9072021Assets 2022: $2,732,935Liabilities 2022: $0Net Assets 2022: $2,732,9352022Assets 2024: $2,556,444Liabilities 2024: $0Net Assets 2024: $2,556,4442024

Highlighted filing

2017

Assets$738,271
Liabilities$0
Net Assets$738,271

Operations Trend

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2015: $20,419Expenses 2015: $103,299Net Income 2015: -$82,8802015Revenue 2016: $23,587Expenses 2016: $50,069Net Income 2016: -$26,4822016Revenue 2017: $43,828Expenses 2017: $20,049Net Income 2017: $23,7792017Revenue 2018: $1,729,619Expenses 2018: $32,795Net Income 2018: $1,696,8242018Revenue 2020: $188,528Expenses 2020: $226,334Net Income 2020: -$37,8062020Revenue 2021: $539,438Expenses 2021: $136,338Net Income 2021: $403,1002021Revenue 2022: $182,020Expenses 2022: $215,992Net Income 2022: -$33,9722022Revenue 2024: $129,087Expenses 2024: $177,997Net Income 2024: -$48,9102024

Highlighted filing

2017

Revenue$43,828
Expenses$20,049
Net Income$23,779
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SCOTT R TOALDirector/SecretaryPT$0--
LEONA TOALDirector/PresidentPT$0--
BRUCE TOALDirectorPT$0--
Filing and Contact Details

Filer

Filer Name
The Good Shepherds Trust Foundation
EIN
31-1243905
Phone
2298352964
Address
PO BOX 1187, BELMONT, NC 28012

Signing Officer

Name
Scott R Toal
Title
Director/secretary
Phone
2298352964
Signed
2018-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Fowler Holley Rambo & Stalvey Pc
Address
3208 WILDWOOD PLANTATION DRIVE, VALDOSTA, GA 31605
Preparer
Carlton W Holley
Phone
2292441559
Raw XML Appendix376 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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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01162
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01163
DistributionFromCorpusElection/ElectionDesc0ATTENTION: TAX COMMISSIONERTHE GOOD SHEPHERDS TRUST FOUNDATION FEI 31-1243905, IS MAKING AN ELECTION UNDER REGULATION 53.4942(A)-3(D)(2), TO APPLY ALL REMAINING QUALIFYING DISTRIBUTIONS TO CORPUS.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SCOTT R TOAL
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2BRUCE TOAL
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SCOTT TOAL
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt06830 BUCKLAND ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CHARLOTTE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0NC
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd028278
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0GA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07045886499
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0MARANATHA FAITH MINISTRIES - 8582 RYE PATCH ROAD NE LOT 31, LUDOWICI, GA 31316
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt011000
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0SCOTT R TOAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt011000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MARANATHA FAITH MINISTRIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt08582 RYE PATCH ROAD NE LOT 31
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0LUDOWICI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0GA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd031316
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt011000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt037398
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt037398
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt041125
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt090350
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt017000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt025000
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt035000
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt037398
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0183239
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt012162
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt041125
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt090350
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt017000
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt022602
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012162
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0183239
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0208475
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt012162
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0SHILOH OUTREACH MINISTRY
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorNum12
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MR AND MRS SCOTT TOAL
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt06830 BUCKLAND ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt13539 E OCEANVIEW AVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0CHARLOTTE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm1NORFOLK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NC
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd1VA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd028278
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd123518
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt015000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt12135
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BROKERAGE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CASH OVER / SHORT
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt07766
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1-1743
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt08353
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1-1743
TaxesSchedule/TaxesDetail/Amt0114
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0114
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SCOTT R TOAL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR/SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum02298352964
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE GOOD SHEPHERDS TRUST FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0GOOD
ReturnHeader/Filer/EIN0311243905
ReturnHeader/Filer/PhoneNum02298352964
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1187
ReturnHeader/Filer/USAddress/CityNm0BELMONT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028012
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId019242A0E7949EE37FE1FF565D739E8AE39996030
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06461C3DE35F454EBE36704F71382B5C494652A41
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0207.182.65.243
ReturnHeader/FilingSecurityInformation/IPDt02018-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm011:36:42
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0581224069
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FOWLER HOLLEY RAMBO & STALVEY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03208 WILDWOOD PLANTATION DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0VALDOSTA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0GA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd031605
ReturnHeader/PreparerPersonGrp/PhoneNum02292441559
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CARLTON W HOLLEY
ReturnHeader/ReturnTs02018-11-15T10:37:06-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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