Civic Intelligence

Shepherds Inc.

990 • Fiscal year 2012 • EIN 31-1724639

Jul 01, 2011 to Jun 30, 2012 • Filed on Apr 17, 2013

Organization ProfileWWW.SHEPHERDSMENTORS.ORG
299 Washington Ave06604
Siviq Scores

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

Liabilities / Assets

51st percentile

0.06x

Higher debt load relative to assets than 51% of similar nonprofits.

2012 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

12th percentile

-16%

Faster asset growth than 12% of similar nonprofits.

2012 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets51st percentile

Assets

Down

$208,798

Down $39,609 (-16%) from 2011

Net Assets

Up

$195,611

Up $41,160 (+27%) from 2011

Liabilities

Down

$13,187

Down $80,769 (-86%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$474,626

Down $48,363 (-9.2%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$1.0M$500K$0Assets 2010: $231,151Liabilities 2010: $84,796Net Assets 2010: $146,3552010Assets 2011: $248,407Liabilities 2011: $93,956Net Assets 2011: $154,4512011Assets 2012: $208,798Liabilities 2012: $13,187Net Assets 2012: $195,6112012Assets 2013: $239,434Liabilities 2013: $12,849Net Assets 2013: $226,5852013Assets 2014: $364,127Liabilities 2014: $24,019Net Assets 2014: $340,1082014Assets 2015: $278,449Liabilities 2015: $26,403Net Assets 2015: $252,0462015Assets 2016: $226,714Liabilities 2016: $8,500Net Assets 2016: $218,2142016Assets 2017: $211,867Liabilities 2017: $8,800Net Assets 2017: $203,0672017Assets 2018: $213,072Liabilities 2018: $9,072Net Assets 2018: $204,0002018Assets 2019: $586,574Liabilities 2019: $12,194Net Assets 2019: $574,3802019Assets 2022: $519,213Liabilities 2022: $6,190Net Assets 2022: $513,0232022Assets 2023: $598,657Liabilities 2023: $114,281Net Assets 2023: $484,3762023Assets 2025: $862,617Liabilities 2025: $10,792Net Assets 2025: $851,8252025

Highlighted filing

2012

Assets$208,798
Liabilities$13,187
Net Assets$195,611
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $552,5702010Expenses 2011: $522,9892011Expenses 2012: $474,6262012Expenses 2013: $529,8252013Revenue 2014: $706,312Expenses 2014: $597,564Net Income 2014: $108,7482014Revenue 2015: $608,698Expenses 2015: $696,460Net Income 2015: -$87,7622015Revenue 2016: $626,706Expenses 2016: $661,647Net Income 2016: -$34,9412016Revenue 2017: $568,685Expenses 2017: $581,882Net Income 2017: -$13,1972017Revenue 2018: $593,710Expenses 2018: $592,777Net Income 2018: $9332018Revenue 2019: $1,018,513Expenses 2019: $654,462Net Income 2019: $364,0512019Revenue 2022: $675,237Expenses 2022: $574,665Net Income 2022: $100,5722022Revenue 2023: $623,845Expenses 2023: $656,753Net Income 2023: -$32,9082023Revenue 2025: $696,210Expenses 2025: $734,599Net Income 2025: -$38,3892025

Highlighted filing

2012

Revenue-
Expenses$474,626
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
Apr 17, 2013
Return Version
2011v1.5
Gross Receipts
$515,786
Mission and Program Overview

Mission

To provide a quality college preparatory education at a non-public high school to disadvantaged inner city connecticut youth and provide a positive role model - a mentor - to fill a void in their lives.

Filing and Contact Details

Filer

EIN
31-1724639
Raw XML AppendixShowing 400 of 443 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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IRS990/ActivityOrMissionDescription0SHEPHERDS, INC. WAS ESTABLISHED TO PROVIDE INNER-CITY, ECONOMICALLY DISADVANTAGED STUDENTS WITH AN OPPORTUNITY TO RECEIVE A QUALITY EDUCATION AT A NON-PUBLIC HIGH SCHOOL, THROUGH THE FINANCIAL SUPPORT AND ONE-TO-ONE GUIDANCE OF A FOUR-YEAR SPONSOR/MENTOR. SHEPHERDS' GOAL IS TO HELP AT-RISK STUDENTS, MOST OF THEM FIRST GENERATION, TO EARN A HIGH SCHOOL DIPLOMA, COLLEGE ACCEPTANCES AND AMPLE FINANCIAL AID/SCHOLARSHIP SUPPORT TO BE ABLE TO ATTEND, THUS MAKING A MEANINGFUL AND POSITIVE IMPACT ON YOUNG PEOPLES' LIVES, THEIR FAMILIES AND THEIR COMMUNITIES-AT-LARGE.
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IRS990/Description0SHEPHERDS AFFORDS DISADVANTAGED INNER CITY CONNECTICUT YOUTH WITH THE OPPORTUNITY TO RECEIVE A QUALITY COLLEGE PREPARATORY EDUCATION AT NON-PUBLIC HIGH SCHOOLS. SHEPHERDS RECRUITS ADULT SPONSORS WHO MAKE A FOUR-YEAR COMMITMENT TO PAY SOME OR ALL OF A STUDENT'S TUITION AND MENTORS WHO PROVIDE ENCOURAGEMENT AND GUIDANCE OVER THE FOUR-YEAR HIGH SCHOOL JOURNEY. FOR THE YEAR ENDING JUNE 30, 2012, SHEPHERDS HAD 65 STUDENTS ENROLLED IN THE PROGRAM ACROSS FIVE PARTNERSHIP HIGH SCHOOLS: KOLBE CATHEDRAL IN BRIDGEPORT, NOTRE DAME OF WEST HAVEN, TRINITY CATHOLIC IN STAMFORD, IMMACULATE IN DANBURY AND XAVIER HIGH SCHOOL IN MIDDLETOWN. SHEPHERDS' COLLEGE PREP, ACCESS & READINESS AND TOOLKIT FOR SELF-MASTERY SUCCESS PROGRAMS PROVIDE RESOURCES NEEDED FOR STUDENTS TO GRADUATE HIGH SCHOOL, EARN COLLEGE ACCEPTANCES AND ACCESS AMPLE FINANCIAL AID/SCHOLARSHIP SUPPORT TO BE ABLE TO ATTEND. SINCE INCEPTION, 167 SHEPHERDS' STUDENTS HAVE EARNED HIGH SCHOOL DIPLOMAS, 90%+ OF WHOM ENROLLED IN INSTITUTIONS OF HIGHER LEARNING.
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IRS990/MissionDescription0SHEPHERD'S MISSION IS TO PROVIDE DISADVANTAGED INNER CITY CONNECTICUT YOUTH WITH THE OPPORTUNITY OF A QUALITY EDUCATION AT A NON-PUBLIC HIGH SCHOOL AND THE SUPPORT OF A POSITIVE ADULT ROLE MODEL - A MENTOR - WHO FILLS A VOID IN THEIR LIVES.
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IRS990ScheduleI/Form990ScheduleIPartIII/TypeOfGrant0TUITION ASSISTANCE FOR UNDERPRIVELAGED PRIVATE HIGH SCHOOL STUDENTS
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0SCHEDULE I, PART I, LINE 2: SHEPHERDS PROVIDES PAYMENTS DIRECTLY TO THE HIGH SCHOOL EACH STUDENT IS ATTENDING. THE SCHOOL IN TURN CONFIRMS SCHOOL ELIGIBILITY FOR EACH STUDENT BACK TO SHEPHERDS.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0PROCEDURE FOR MONITORING GRANTS IN THE U.S.:
IRS990ScheduleI/Form990ScheduleIPartIV/ReturnReference0PART I, LINE 2:
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IRS990ScheduleO/GeneralExplanation/Explanation0TIMOTHY STUART AND TRACY MCHALE STUART ARE HUSBAND AND WIFE.
IRS990ScheduleO/GeneralExplanation/Explanation1THERE IS NO COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/GeneralExplanation/Explanation2SHEPHERDS HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. THE FORM 990 IS FIRST REVIEWED BY THE EXECUTIVE DIRECTOR WITH ANY ISSUES OR QUESTIONS SHE MIGHT HAVE ARE RESOLVED WITH THE ACCOUNTING FIRM. THE FORM 990 IS THEN DISTRIBUTED TO THE BOARD OF DIRECTORS PRIOR TO THE BOARD MEETING AND IS REVIEWED AT THE MEETING. AFTER REVIEW, DISCUSSION AND REVISION (IF NECESSARY), IT IS THEN VOTED UPON FOR APPROVAL. WITH THE APPROVAL OF THE BOARD OF DIRECTORS, THE FORM 990 IS THEN FILED WITH THE STATE AND FEDERAL GOVERNMENTS.
IRS990ScheduleO/GeneralExplanation/Explanation3THE COMPENSATION FOR THE EXECUTIVE DIRECTOR IS DETERMINED BY COMPARING THE SALARIES OF COMPARABLE POSITIONS IN SIMILAR NON-PROFIT ORGANIZATIONS.
IRS990ScheduleO/GeneralExplanation/Explanation4FORM 990 AND FORM 1023 ARE MADE AVAILABLE FOR PUBLIC VIEWING UPON WRITTEN REQUEST AT SHEPHERDS' HEADQUARTERS LOCATED AT 299 WASHINGTON AVE., BRIDGEPORT, CT 06604. FORM 990 IS AVAILABLE ON WWW.GUIDESTAR.ORG, WWW.CHARITYNAVIGATOR.ORG AND WWW.ERI-NONPROFIT-SALARIES.COM.
IRS990ScheduleO/GeneralExplanation/Explanation5TIMOTHY STUART - 998 SASCO HILL ROAD, FAIRFIELD , CT 06824. WILLIAM H. BESGEN - 59 PEPPER LANE, NEW CANNAN , CT 06840. HOPE E. CARTER - 492 MARIOMI ROAD, NEW CANNAN, CT 06840. BRENDAN M. FISK - 1360 GALLOPING HILL ROAD, FAIRFIELD , CT 06824. KATHLEEN M. LACROIX - 151 ANCHOR DRIVE, VERO BEACH, FL 32963. TRACY MCHALE STUART, CFA - 998 SASCO HILL ROAD, FAIRFIELD, CT 06824. WILLIAM J. PHELAN - 330 ELM STREET, NEW CANNAN, CT 06840. BARNET PHILLIPS, IV - 6 HYCLIFF ROAD, GREENWICH, CT 06831. MICHAEL D. GRIFFIN - 321 ISLAND CREEK DRIVE , VERO BEACH, FL 32963 . WILLIAM B. LYTTON III - 252 SILVERMINE ROAD, NEW CANNAN, CT 06840. MARTHA TURNER - 316 SAILORS LANE, BRIDGEPORT, CT 06605.
IRS990ScheduleO/GeneralExplanation/Explanation6THE EXECUTIVE COMMITTEE SELECTS AUDITORS AND OVERSEES THE AUDIT ENGAGEMENT. THIS PROCESS HAS NOT CHANGED SINCE LAST YEAR.
IRS990ScheduleO/GeneralExplanation/Identifier0CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC
IRS990ScheduleO/GeneralExplanation/Identifier1FINANCIAL STATEMENT AUDIT OVERSIGHT
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PART VII
IRS990ScheduleO/GeneralExplanation/ReturnReference6FORM 990, PART XII, LINE 2C:
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IRS990/StatesWhereCopyOfReturnIsFiled0CT
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IRS990/TheBooksAreInCareOf/AddressUS/City0BRIDGEPORT
IRS990/TheBooksAreInCareOf/AddressUS/State0CT
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode006604
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10NORMA DARRAGH
IRS990/TheBooksAreInCareOf/TelephoneNumber02033674273
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IRS990/TotalContributions0498998
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IRS990/TotalExpensesPriorYear0522989
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IRS990/TotalProgramServiceRevenue016694
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IRS990/TotalRevenuePriorYear0531085

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$208,798
Liabilities
$13,187
Net assets
$195,611
Revenue
-
Expenses
$474,626
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.86$0.01$0.85$0.70$0.73$0.04
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.11$0.48$0.62$0.66$0.03
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.52$0.01$0.51$0.68$0.57$0.10
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.59$0.01$0.57$1.02$0.65$0.36
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.21$0.01$0.20$0.59$0.59$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.21$0.01$0.20$0.57$0.58$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.23$0.01$0.22$0.63$0.66$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.28$0.03$0.25$0.61$0.70$0.09
2014Detailed filing. Detailed filing data is available for this year.$0.36$0.02$0.34$0.71$0.60$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.24$0.01$0.23$0.53
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.01$0.20$0.47
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.25$0.09$0.15$0.52
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.08$0.15$0.55