Civic Intelligence

Shepherd Charitable Tr Agreement

990PF • Fiscal year 2016 • EIN 32-6160321

Jan 01, 2016 to Dec 31, 2016 • Filed on May 11, 2017

Organization Profile
200 South Sixth Street Suite 4000Minneapolis, MN 55402

(612) 492-7000

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

91st percentile

56%

Higher net margin than 91% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

55th percentile

1.9%

Faster asset growth than 55% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

53rd percentile

2.9%

Faster revenue growth than 53% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,484,221

Up $27,143 (+1.9%) from 2015

Net Assets

Up

$1,484,221

Up $27,143 (+1.9%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin91st percentile

Revenue

Up

$48,791

Up $1,395 (+2.9%) from 2015

Expenses

Down

$21,648

Down $122,902 (-85%) from 2015

Net Income

Up

$27,143

Up $124,297 (+128%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$6.0M$4.0M$2.0M$0Assets 2013: $1,665,256Liabilities 2013: $0Net Assets 2013: $1,665,2562013Assets 2014: $1,554,232Liabilities 2014: $0Net Assets 2014: $1,554,2322014Assets 2015: $1,457,078Liabilities 2015: $0Net Assets 2015: $1,457,0782015Assets 2016: $1,484,221Liabilities 2016: $0Net Assets 2016: $1,484,2212016Assets 2017: $1,562,063Liabilities 2017: $0Net Assets 2017: $1,562,0632017Assets 2018: $1,533,187Liabilities 2018: $0Net Assets 2018: $1,533,1872018Assets 2019: $4,667,626Liabilities 2019: $0Net Assets 2019: $4,667,6262019Assets 2020: $4,727,142Liabilities 2020: $0Net Assets 2020: $4,727,1422020Assets 2021: $4,732,674Liabilities 2021: $0Net Assets 2021: $4,732,6742021Assets 2022: $4,512,335Liabilities 2022: $0Net Assets 2022: $4,512,3352022Assets 2024: $4,799,646Liabilities 2024: $0Net Assets 2024: $4,799,6462024

Highlighted filing

2016

Assets$1,484,221
Liabilities$0
Net Assets$1,484,221
Open 2016 Filing

Operations Trend

Revenue Growth53rd percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2013: $184,381Expenses 2013: $87,662Net Income 2013: $96,7192013Revenue 2014: $160,912Expenses 2014: $271,936Net Income 2014: -$111,0242014Revenue 2015: $47,396Expenses 2015: $144,550Net Income 2015: -$97,1542015Revenue 2016: $48,791Expenses 2016: $21,648Net Income 2016: $27,1432016Revenue 2017: $107,842Expenses 2017: $30,000Net Income 2017: $77,8422017Revenue 2018: $44,124Expenses 2018: $73,000Net Income 2018: -$28,8762018Revenue 2019: $3,188,406Expenses 2019: $157,349Net Income 2019: $3,031,0572019Revenue 2020: $23,960Expenses 2020: $147,051Net Income 2020: -$123,0912020Revenue 2021: $244,839Expenses 2021: $239,307Net Income 2021: $5,5322021Revenue 2022: $301,944Expenses 2022: $255,740Net Income 2022: $46,2042022Revenue 2024: $348,876Expenses 2024: $254,522Net Income 2024: $94,3542024

Highlighted filing

2016

Revenue$48,791
Expenses$21,648
Net Income$27,143
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 11, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAIGE JENSENTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Shepherd Charitable Trust
EIN
32-6160321
Phone
6124927000
Address
200 SOUTH SIXTH STREET SUITE 4000, MINNEAPOLIS, MN 55402

Signing Officer

Name
Paige Jensen
Title
Trustee
Phone
6124927000
Signed
2017-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Fredrikson & Byron Pa
Address
200 S 6TH STREET SUITE 4000, MINNEAPOLIS, MN 55402
Preparer
John L Nelson
Phone
6124927000
Raw XML Appendix230 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01190863
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0RBC ACCOUNT
IRS990PF/AddressChangeInd0X
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IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt080008
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IRS990PF/DistributableAmountGrp/TotalTaxAmt0550
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt07
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0550
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0557
IRS990PF/FMVAssetsEOYAmt01676153
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0277199
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01062050
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IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0117829
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IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt01457078
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01624533
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt099310
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01525223
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt024368
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt080008
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01600165
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01624533
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PAIGE JENSEN
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0275
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01600165
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.258910
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0PAIGE JENSEN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06124927000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt079458
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt079458
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt037913
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt043432
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt079458
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01887
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01887
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01887
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt081345
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1CHECK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt016
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt174
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt020760
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt020760
TaxesSchedule/TaxesDetail/Amt0550
TaxesSchedule/TaxesDetail/Amt1248
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0550
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAIGE JENSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06124927000
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEPHERD CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SHEP
ReturnHeader/Filer/EIN0326160321
ReturnHeader/Filer/PhoneNum06124927000
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 SOUTH SIXTH STREET SUITE 4000
ReturnHeader/Filer/USAddress/CityNm0MINNEAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055402
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A518C8596B93ED13C06EBE0FE8BCFDE4E0B05AF7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A518C8596B93ED13C06EBE0FE8BCFDE4E0B05AF7
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410971937
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FREDRIKSON & BYRON PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 S 6TH STREET SUITE 4000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MINNEAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055402
ReturnHeader/PreparerPersonGrp/PhoneNum06124927000
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN L NELSON
ReturnHeader/ReturnTs02017-05-15T06:27:00-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,484,221
Liabilities
$0
Net assets
$1,484,221
Revenue
$48,791
Expenses
$21,648
Net income
$27,143
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.80$0.00$4.80$0.35$0.25$0.09
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.51$0.00$4.51$0.30$0.26$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.73$0.00$4.73$0.24$0.24$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.73$0.00$4.73$0.02$0.15$0.12
2019Detailed filing. Detailed filing data is available for this year.$4.67$0.00$4.67$3.19$0.16$3.03
2018Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.04$0.07$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.56$0.00$1.56$0.11$0.03$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.05$0.02$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.05$0.14$0.10
2014Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.16$0.27$0.11
2013Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$0.18$0.09$0.10