Civic Intelligence

Shepherd Charitable Tr Agreement

990PF • Fiscal year 2021 • EIN 32-6160321

Jan 01, 2021 to Dec 31, 2021 • Filed on May 05, 2022

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

31st percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

31st percentile

2.3%

Higher net margin than 31% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

28th percentile

0.1%

Faster asset growth than 28% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

98th percentile

922%

Faster revenue growth than 98% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$4,732,674

Up $5,532 (+0.1%) from 2020

Net Assets

Up

$4,732,674

Up $5,532 (+0.1%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin31st percentile

Revenue

Up

$244,839

Up $220,879 (+922%) from 2020

Expenses

Up

$239,307

Up $92,256 (+63%) from 2020

Net Income

Up

$5,532

Up $128,623 (+104%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth28th 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

2021

Assets$4,732,674
Liabilities$0
Net Assets$4,732,674
Open 2021 Filing

Operations Trend

Revenue Growth98th 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

2021

Revenue$244,839
Expenses$239,307
Net Income$5,532
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 5, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay46th 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
2022-05-05

Preparer

Firm
Fredrikson & Byron Pa
Address
200 S 6TH STREET SUITE 4000, MINNEAPOLIS, MN 55402
Preparer
John L Nelson
Phone
6124927000
Raw XML Appendix292 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd085054
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd155435
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd255811
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd355432
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd455432
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd549242
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd655302
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd755430
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd855414
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd956474
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0225500
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/AppliedToCurrentYearAmt01090
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0224410
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0242395
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0225500
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0241305
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0224410
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt04076
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07105
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt07105
TaxesSchedule/TaxesDetail/Amt0876
TaxesSchedule/TaxesDetail/Amt11750
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1TAX ON INVESTMENT INCOME
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0876
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11750
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PAIGE JENSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06124927000
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-05
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/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/PreparationDt02022-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN L NELSON
ReturnHeader/ReturnTs02022-05-13T13:38:18-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PAIGE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JENSEN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,732,674
Liabilities
$0
Net assets
$4,732,674
Revenue
$244,839
Expenses
$239,307
Net income
$5,532
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
2021Detailed filing. Detailed filing data is available for this year.$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
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