Civic Intelligence

Morgan Shepherd Charitable Fund

990EZ • Fiscal year 2011 • EIN 31-1480630

Jul 01, 2010 to Jun 30, 2011 • Filed on Mar 01, 2012

Organization Profile
Post Office Box 62328613
Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2011 filings • NTEE P20 • <$500k nonprofits • Source year 2011

Liabilities / Revenue

55th percentile

0.00x

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

2011 filings • NTEE P20 • <$500k nonprofits • Source year 2011

Net Margin

88th percentile

42%

Higher net margin than 88% of similar nonprofits.

2011 filings • NTEE P20 • <$500k nonprofits • Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

Score unavailable

No value available

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

Source year 2011

Revenue Growth

Score unavailable

No value available

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

Source year 2011

Balance Sheet
Liabilities / Assets55th percentile

Assets

$22,425

No earlier filing loaded for comparison.

Net Assets

$22,425

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin88th percentile

Revenue

$44,321

No earlier filing loaded for comparison.

Expenses

$25,540

No earlier filing loaded for comparison.

Net Income

$18,781

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$30K$20K$10K$0Assets 2011: $22,425Liabilities 2011: $0Net Assets 2011: $22,4252011

Highlighted filing

2011

Assets$22,425
Liabilities$0
Net Assets$22,425
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60K$40K$20K$0Revenue 2011: $44,321Expenses 2011: $25,540Net Income 2011: $18,7812011

Highlighted filing

2011

Revenue$44,321
Expenses$25,540
Net Income$18,781
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
Mar 1, 2012
Return Version
2010v3.4
Filing and Contact Details

Filer

EIN
31-1480630
Raw XML Appendix195 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
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IRS990EZ/AmountOfTaxReimbursedByOrg00
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IRS990EZ/CashSavingsAndInvestments/EOY05800
IRS990EZ/ContributionsGiftsGrantsEtc044316
IRS990EZ/DirectIndirectPoliticalExpend00
IRS990EZ/DoesOrgHaveHospital00
IRS990EZ/EngagedInExcessBenefitTrans00
IRS990EZ/EngageInLobbyingActivities00
IRS990EZ/EngagePoliticalCmpgnActivities00
IRS990EZ/ExcessOrDeficitForYear018781
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode328778
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode425537
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition015.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition10.25
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition20.25
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition30.25
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition40.25
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances10
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IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances30
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances40
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0MORGAN SHEPHERD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1RICK HILL
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2STONEY BENFIELD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName3LOREN LANTER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName4DANA TOMES
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0CHAIRMAN OF THE BOARD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title3BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title4BOARD MEMBER
IRS990EZ/OperatingSchool00
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc00
IRS990EZ/OrganizationHadUBI00
IRS990EZ/OtherAssetsTotal/BOY00
IRS990EZ/OtherAssetsTotal/EOY016625
IRS990EZ/OtherChangesInNetAssets00
IRS990EZ/OtherExpensesTotal022718
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0TO PROVIDE ACCESS TO SHELTERED WORKSHOP, WARM CLOTHING, HEATING, FOOD, LIFESKILLS AND CHRISTIAN MINISTRY TO SEVERELY HANDICAPPED AND UNDER-PRIVILEGED INDIVIDUALS. OUR ORGANIZATION SERVES BOTH CHILDREN AND ADULTS. TO ACHIEVE OUR EXEMPT PURPOSE, CONTRIBUTIONS ARE MADE TO OTHER 501C3 ORGANIZATIONS THAT SHARE OUR EXEMPT PURPOSE AND MISSION.
IRS990EZ/PrintingPublicationsPostage0747
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0PARC WORKSHOP TO PROVIDE LIFE SKILLS AND JOB TRAINING FOR SPECIAL NEEDS INDIVIDUALS IN STUART VIRGINIA.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1PROVIDE CONTRIBUTIONS TO OTHER SIMILAR CHARITABLE ORGANIZATIONS
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations00
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations10
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses010000
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses19100
IRS990EZ/ProhibitedTaxShelterTrans00
IRS990EZ/RelatedOrgControlledEntity00
IRS990EZ/StatesWhereCopyOfReturnIsFiled0NC
IRS990EZ/SumOfTotalLiabilities/BOY00
IRS990EZ/SumOfTotalLiabilities/EOY00
IRS990EZ/TanningServicesProvided00
IRS990EZ/TaxImposedUnderIRC491100
IRS990EZ/TaxImposedUnderIRC491200
IRS990EZ/TaxImposedUnderIRC495500
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine104905 JEFFREY LANE
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0CONOVER
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0NC
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode028613
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10CYNTHIA SHEPHERD
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber08282562194
IRS990EZ/TotalAssets/BOY03644
IRS990EZ/TotalAssets/EOY022425
IRS990EZ/TotalExpenses025540
IRS990EZ/TotalProgramServiceExpenses019100
IRS990EZ/TotalRevenue044321
IRS990EZ/TransactionWithControlEntity00
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg00
IRS990EZ/WebSite0N/A
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear026816
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year026684
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years052016
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years043395
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years035744
IRS990ScheduleA/GiftsGrantsContribReceived170/Total0184655
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYear05
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus1Year09
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus2Years017
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years013
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus4Years05
IRS990ScheduleA/GrossInvestmentIncome170/Total049
IRS990ScheduleA/OtherIncome170/CurrentTaxYearMinus4Years0452
IRS990ScheduleA/OtherIncome170/Total0452
IRS990ScheduleA/PubliclySupportedOrg170b1Avi0X
IRS990ScheduleA/PublicSupportPertcentage17000.99730
IRS990ScheduleA/PublicSupportPertcentPriorYear00.99760
IRS990ScheduleA/PublicSupportTotal1700184655
IRS990ScheduleA/ThirtyThreePercntTestsCY1700X
IRS990ScheduleA/Total170/CurrentTaxYear026816
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IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years043395
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IRS990ScheduleA/Total170/Total0184655
IRS990ScheduleA/TotalSupport0185156
IRS990ScheduleB/ContributorInfo/AggregateContributions0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/City0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/State0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorAddressUS/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNameBusiness/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInfo/ContributorNumber0RESTRICTED
IRS990ScheduleO/GeneralExplanation/Explanation0INTEREST INCOME 5..
IRS990ScheduleO/GeneralExplanation/Explanation1DESCRIPTION: DEPRECIATION. AMOUNT: 875.
IRS990ScheduleO/GeneralExplanation/Explanation2DESCRIPTION: DONATIONS TO OTHER CHARITABLE ORGANIZATIONS. AMOUNT: 9,100. DESCRIPTION: CHARITY MEALS. AMOUNT: 607. DESCRIPTION: MISCELLANEOUS EXPENSE. AMOUNT: 242. DESCRIPTION: PARC WORKSHOP CONTRIBUTION. AMOUNT: 10,000. DESCRIPTION: CHARITY TRIP ENTERTAINMENT EXPENSE. AMOUNT: 2,200. DESCRIPTION: INTERNET AND MEDIA EXPENSE. AMOUNT: 275. DESCRIPTION: BANK FEES. AMOUNT: 294. TOTAL TO FORM 990-EZ, LINE 16: 22,718.
IRS990ScheduleO/GeneralExplanation/Explanation3DESCRIPTION: OTHER DEPRECIABLE ASSETS. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 16,625.
IRS990ScheduleO/GeneralExplanation/Identifier0OTHER INVESTMENT INCOME
IRS990ScheduleO/GeneralExplanation/Identifier1OCCUPANCY, RENT, UTILITIES AND MAINTENENCE
IRS990ScheduleO/GeneralExplanation/Identifier2OTHER EXPENSES
IRS990ScheduleO/GeneralExplanation/Identifier3OTHER ASSETS
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990-EZ, PART I, LINE 4
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990-EZ, PART I, LINE 14
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990-EZ, PART II, LINE 24
TransferPrsnlBnftContractsDecl/Declaration0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0311480630
ReturnHeader/Filer/Name/BusinessNameLine10THE MORGAN SHEPHERD CHARITABLE FUND INC
ReturnHeader/Filer/NameControl0MORG
ReturnHeader/Filer/Phone08282562194
ReturnHeader/Filer/USAddress/AddressLine10POST OFFICE BOX 623
ReturnHeader/Filer/USAddress/City0CONOVER
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode028613
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-03-01
ReturnHeader/Officer/Name0MORGAN SHEPHERD
ReturnHeader/Officer/Phone08282562194
ReturnHeader/Officer/Title0CHAIRMAN OF THE BOARD
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10DAVIDSON HOLLAND WHITESELL & CO PLLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10209 13TH AVE PLACE NW SUITE 200
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0HICKORY
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0NC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode028601
ReturnHeader/Preparer/Name0SUSAN M BALKE
ReturnHeader/Preparer/Phone08283222070
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02010-07-01
ReturnHeader/TaxPeriodEndDate02011-06-30
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02012-03-01T13:22:13-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$22,425
Liabilities
$0
Net assets
$22,425
Revenue
$44,321
Expenses
$25,540
Net income
$18,781
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.4$0.00$22.4$44.3$25.5$18.8
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2011 filings • 501(c)3 • <$500k nonprofits