Civic Intelligence

Shepherd Charitable Tr Agreement

990PF • Fiscal year 2020 • EIN 32-6160321

Jan 01, 2020 to Dec 31, 2020 • Filed on Aug 25, 2021

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

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

2nd percentile

-514%

Higher net margin than 2% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

43rd percentile

1.3%

Faster asset growth than 43% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

1st percentile

-99%

Faster revenue growth than 1% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$4,727,142

Up $59,516 (+1.3%) from 2019

Net Assets

Up

$4,727,142

Up $59,516 (+1.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin2nd percentile

Revenue

Down

$23,960

Down $3,164,446 (-99%) from 2019

Expenses

Down

$147,051

Down $10,298 (-6.5%) from 2019

Net Income

Down

-$123,091

Down $3,154,148 (-104%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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 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

2020

Assets$4,727,142
Liabilities$0
Net Assets$4,727,142
Open 2020 Filing

Operations Trend

Revenue Growth1st 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 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

2020

Revenue$23,960
Expenses$147,051
Net Income-$123,091
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Aug 25, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay44th 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
2021-08-25
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 Appendix266 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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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/AppliedToCurrentYearAmt0284
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0139216
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0224694
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0139500
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0224410
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0139216
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0182607
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0CHANGE IN VALUE OF INVESTMENTS
TaxesSchedule/TaxesDetail/Amt0667
TaxesSchedule/TaxesDetail/Amt16884
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0667
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt16884
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0PAIGE JENSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06124927000
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-25
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/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/PreparationDt02021-09-01
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN L NELSON
ReturnHeader/ReturnTs02021-09-01T14:17:39-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PAIGE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JENSEN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,727,142
Liabilities
$0
Net assets
$4,727,142
Revenue
$23,960
Expenses
$147,051
Net income
-$123,091
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
2020Detailed filing. Detailed filing data is available for this year.$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
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