Civic Intelligence

Robert E Shepherd Scholarship Foundation

990PF • Fiscal year 2023 • EIN 36-2911506

Sep 01, 2022 to Aug 31, 2023 • Filed on Dec 06, 2023

Organization Profile
660 N Industrial DriveElmhurst, IL 60126

(630) 941-2300

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Up

$47,136

Up $24,602 (+109%) from 2022

Net Assets

Up

$47,136

Up $24,602 (+109%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses

Revenue

Up

$87,029

Up $1,443 (+1.7%) from 2022

Expenses

Down

$62,427

Down $2,214 (-3.4%) from 2022

Net Income

Up

$24,602

Up $3,657 (+17%) from 2022

Historical Trend

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2020: $2,707Liabilities 2020: $0Net Assets 2020: $2,7072020Assets 2021: $1,589Liabilities 2021: $0Net Assets 2021: $1,5892021Assets 2022: $22,534Liabilities 2022: $0Net Assets 2022: $22,5342022Assets 2023: $47,136Liabilities 2023: $0Net Assets 2023: $47,1362023Assets 2024: $70,735Liabilities 2024: $0Net Assets 2024: $70,7352024Assets 2025: $78,448Liabilities 2025: $0Net Assets 2025: $78,4482025

Highlighted filing

2023

Assets$47,136
Liabilities$0
Net Assets$47,136
Open 2023 Filing

Operations Trend

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

$100K$50K$0-$50KRevenue 2020: $28,400Expenses 2020: $27,065Net Income 2020: $1,3352020Revenue 2021: $25,947Expenses 2021: $27,065Net Income 2021: -$1,1182021Revenue 2022: $85,586Expenses 2022: $64,641Net Income 2022: $20,9452022Revenue 2023: $87,029Expenses 2023: $62,427Net Income 2023: $24,6022023Revenue 2024: $93,371Expenses 2024: $69,772Net Income 2024: $23,5992024Revenue 2025: $83,211Expenses 2025: $75,498Net Income 2025: $7,7132025

Highlighted filing

2023

Revenue$87,029
Expenses$62,427
Net Income$24,602
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2022 to Aug 31, 2023
Signed
Dec 6, 2023
Return Version
2022v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
RUBEN COLLAZOTrustee-$0--
MICHAEL VOLPENTESTATrustee-$0--
MIKE PETRITISTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantILLINOIS WESLEYAN ON BEHALF OF JOSEPH CHRISTENSENSCHOLARSHIPN/ABLOOMINGTON, IL, US$5,000
Paid GrantUNIVERSITY OF MICHIGAN ON BEHALF OF ALEXANDRA FONTANASCHOLARSHIPN/AANN ARBOR, MI, US$5,000
Paid GrantUNIVERSITY OF MIAMI ON BEHALF OF AMELIA FONTANASCHOLARSHIPN/ACORAL GABLES, FL, US$5,000
Paid GrantVANDERBILT UNIVERSITY ON BEHALF OF JESSICA PASCHKESCHOLARSHIPN/ANASHVILLE, TN, US$5,000
Paid GrantVALPARAISO UNIVERSITY ON BEHALF OF ADRIANA SCUMACISCHOLARSHIPN/AVALPARAISO, IN, US$5,000
Filing and Contact Details

Filer

Filer Name
Robert E Shepherd Foundation
EIN
36-2911506
Phone
6309412300
Address
660 N INDUSTRIAL DRIVE, ELMHURST, IL 60126

Signing Officer

Name
Ruben Collazo
Title
Trustee
Phone
6309412300
Signed
2023-12-06
Discuss with paid preparer
Yes

Preparer

Firm
Legacy Professionals Llp
Address
4 WESTBROOK CORPORATE CTR STE 700, WESTCHESTER, IL 60154
Preparer
Danielle M Tyler
Phone
3123680500
Raw XML Appendix327 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/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt01) COMPLETED APPLICATION 2) ONE PAGE DETAILING EXTRA-CURRICULAR ACTIVITIES AND EMPLOYMENT 3) ADDITIONAL PAGE(S) WITH TWO ESSAY RESPONSES 4) OFFICIAL HIGH SCHOOL TRANSCRIPTS 5) COPY OF HIGH SCHOOL'S METHOD FOR CALCULATING GPA 6) OFFICIAL ACT OR SAT TEST SCORES
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01928
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt024915
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0121296
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IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt115
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0GOLF OUTING EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1ANNUAL REPORT FILING FEE
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt034810
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt115
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0320043599
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ReturnHeader/PreparerPersonGrp/PreparationDt02023-12-06
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ReturnHeader/ReturnTs02023-12-06T11:52:17-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RUBEN
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ReturnHeader/TaxPeriodBeginDt02022-09-01
ReturnHeader/TaxPeriodEndDt02023-08-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$47,136
Liabilities
$0
Net assets
$47,136
Revenue
$87,029
Expenses
$62,427
Net income
$24,602
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$78.4$0.00$78.4$83.2$75.5$7.71
2024Detailed filing. Detailed filing data is available for this year.$70.7$0.00$70.7$93.4$69.8$23.6
2023Detailed filing. Detailed filing data is available for this year.$47.1$0.00$47.1$87.0$62.4$24.6
2022Detailed filing. Detailed filing data is available for this year.$22.5$0.00$22.5$85.6$64.6$20.9
2021Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$25.9$27.1$1.12
2020Detailed filing. Detailed filing data is available for this year.$2.71$0.00$2.71$28.4$27.1$1.34