Civic Intelligence

Sheperds Place Foundation

990EZ • Fiscal year 2016 • EIN 46-0953821

Jan 01, 2016 to Dec 31, 2016 • Filed on May 24, 2017

155 South Section StreetFairhope, AL 36532

(251) 928-1148

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

40th percentile

-0.3%

Higher net margin than 40% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

45th percentile

-0.3%

Faster asset growth than 45% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

22nd percentile

-22%

Faster revenue growth than 22% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Down

$82,517

Down $226 (-0.3%) from 2015

Net Assets

Down

$82,517

Down $226 (-0.3%) from 2015

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

Down

$85,912

Down $23,832 (-22%) from 2015

Expenses

Down

$86,139

Down $9,610 (-10%) from 2015

Net Income

Down

-$227

Down $14,222 (-102%) from 2015

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2013: $35,491Net Assets 2013: $35,4912013Assets 2014: $68,741Net Assets 2014: $68,7412014Assets 2015: $82,743Net Assets 2015: $82,7432015Assets 2016: $82,517Liabilities 2016: $0Net Assets 2016: $82,5172016Assets 2018: $200,878Net Assets 2018: $200,8782018Assets 2019: $217,320Net Assets 2019: $217,3202019Assets 2020: $227,448Liabilities 2020: $8,800Net Assets 2020: $218,6482020Assets 2021: $198,215Net Assets 2021: $198,2152021Assets 2022: $213,136Liabilities 2022: $412Net Assets 2022: $212,7242022Assets 2023: $277,156Liabilities 2023: $800Net Assets 2023: $276,3562023Assets 2024: $328,539Liabilities 2024: $214Net Assets 2024: $328,3252024

Highlighted filing

2016

Assets$82,517
Liabilities$0
Net Assets$82,517

Operations Trend

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

$200K$100K$0-$100KRevenue 2013: $132,018Expenses 2013: $96,527Net Income 2013: $35,4912013Revenue 2014: $53,858Expenses 2014: $26,335Net Income 2014: $27,5232014Revenue 2015: $109,744Expenses 2015: $95,749Net Income 2015: $13,9952015Revenue 2016: $85,912Expenses 2016: $86,139Net Income 2016: -$2272016Revenue 2018: $172,030Expenses 2018: $75,716Net Income 2018: $96,3142018Revenue 2019: $93,860Expenses 2019: $77,420Net Income 2019: $16,4402019Revenue 2020: $44,826Expenses 2020: $42,081Net Income 2020: $2,7452020Revenue 2021: $44,203Expenses 2021: $76,087Net Income 2021: -$31,8842021Revenue 2022: $106,398Expenses 2022: $89,615Net Income 2022: $16,7832022Revenue 2023: $162,081Expenses 2023: $95,572Net Income 2023: $66,5092023Revenue 2024: $168,637Expenses 2024: $116,668Net Income 2024: $51,9692024

Highlighted filing

2016

Revenue$85,912
Expenses$86,139
Net Income-$227
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 24, 2017
Return Version
2016v3.0
Gross Receipts
$85,912
Mission and Program Overview

Mission

To provide financial support through fundraising and grant writing to a day respite programs for caregivers of individuals with alzheimer's, dementia, parkinson's, traumatic brain injuries and stroke victims.

Program Services

DescriptionGrantsExpenses
TO PROVIDE FINANCIAL SUPPORT THROUGH FUNDRAISING AND GRANT WRITING TO DAY RESPITE PROGRAMS FOR CAREGIVERS AS WELL AS ACTIVITIES FOR INDIVIDUALS WITH ALZHEIMER'S, DEMENTIA, PARKINSON'S, TRAUMATIC BRAIN INJURIES AND STROKE VICTIMS.-$66,097
ORGANIZATION DEPRECIATION EXPENSES-$1,102
SHEPHERD'S PLACE FOUNDATION HAS BUILD AN OUTDOOR COURTYARD FOR THE PARTICIPANTS OF SHEPHERD PLACE. THIS IS A SAFE & SECURE AREA WHERE PROJECTS MAY BE PERFORMED IN AN ENJOYABLE OUTDOOR SETTING. THE CHANGING ENVIRONMENT STIMULATES THE PARTICIPANT'S POSITIVE EMOTIONAL WELLBEING.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DENISE LORESChair-$0--
STEVEN DAVISVice Chair-$0--
MARTHA MONCKTONTreasurer-$0--
MARY HELEN MARKSSecretary-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$39,057$39,057-$39,057
Total Events$39,057$39,057-$39,057
Filing and Contact Details

Filer

Filer Name
SHEPHERD'S PLACE FOUNDATION
EIN
46-0953821
Phone
2519281148
Address
155 SOUTH SECTION STREET, FAIRHOPE, AL 36532

Signing Officer

Name
Martha Monckton
Title
Treasurer
Phone
2519281148
Signed
2017-05-24
Discuss with paid preparer
Yes

Preparer

Firm
CA King Pc
Address
PO BOX 1209, POINT CLEAR, AL 36564
Preparer
Carole a King CPA
Phone
2519908190
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

Expenses non-investment depreciation 391 total 391

Form 990-ez, Part II, Line 24

5,973 16,448 less accumulated depreciation 4,184 601 0 2,678 total 1,789 18,525

Form 990-ez, Part III

To provide financial support through fundraising and grant writing to a day respite programs for caregivers of individuals with alzheimer's, dementia, parkinson's, traumatic brain injuries and stroke victims.

Form 990-ez, Part III, Line 28

To provide financial support through fundraising and grant writing to day respite programs for caregivers as well as activities for individuals with alzheimer's, dementia, parkinson's, traumatic brain injuries and stroke victims.

Form 990-ez, Part III, Line 29

Shepherd's place foundation has build an outdoor courtyard for the participants of shepherd place. This is a safe & secure area where projects may be performed in an enjoyable outdoor setting. The changing environment stimulates the participant's positive emotional wellbeing.

Form 990-ez, Part III, Line 31

Organization depreciation expenses

Raw XML Appendix157 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARTHA MONCKTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARY HELEN MARKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
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IRS990EZ/OtherAssetsTotalDetail/BOYAmt01789
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IRS990EZ/OtherExpensesTotalAmt0391
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
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IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE FINANCIAL SUPPORT THROUGH FUNDRAISING AND GRANT WRITING TO A DAY RESPITE PROGRAMS FOR CAREGIVERS OF INDIVIDUALS WITH ALZHEIMER'S, DEMENTIA, PARKINSON'S, TRAUMATIC BRAIN INJURIES AND STROKE VICTIMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE FINANCIAL SUPPORT THROUGH FUNDRAISING AND GRANT WRITING TO DAY RESPITE PROGRAMS FOR CAREGIVERS AS WELL AS ACTIVITIES FOR INDIVIDUALS WITH ALZHEIMER'S, DEMENTIA, PARKINSON'S, TRAUMATIC BRAIN INJURIES AND STROKE VICTIMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1SHEPHERD'S PLACE FOUNDATION HAS BUILD AN OUTDOOR COURTYARD FOR THE PARTICIPANTS OF SHEPHERD PLACE. THIS IS A SAFE & SECURE AREA WHERE PROJECTS MAY BE PERFORMED IN AN ENJOYABLE OUTDOOR SETTING. THE CHANGING ENVIRONMENT STIMULATES THE PARTICIPANT'S POSITIVE EMOTIONAL WELLBEING.
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0IN PROGRESS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES NON-INVESTMENT DEPRECIATION 391 TOTAL 391
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15,973 16,448 LESS ACCUMULATED DEPRECIATION 4,184 601 0 2,678 TOTAL 1,789 18,525
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TO PROVIDE FINANCIAL SUPPORT THROUGH FUNDRAISING AND GRANT WRITING TO A DAY RESPITE PROGRAMS FOR CAREGIVERS OF INDIVIDUALS WITH ALZHEIMER'S, DEMENTIA, PARKINSON'S, TRAUMATIC BRAIN INJURIES AND STROKE VICTIMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO PROVIDE FINANCIAL SUPPORT THROUGH FUNDRAISING AND GRANT WRITING TO DAY RESPITE PROGRAMS FOR CAREGIVERS AS WELL AS ACTIVITIES FOR INDIVIDUALS WITH ALZHEIMER'S, DEMENTIA, PARKINSON'S, TRAUMATIC BRAIN INJURIES AND STROKE VICTIMS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4SHEPHERD'S PLACE FOUNDATION HAS BUILD AN OUTDOOR COURTYARD FOR THE PARTICIPANTS OF SHEPHERD PLACE. THIS IS A SAFE & SECURE AREA WHERE PROJECTS MAY BE PERFORMED IN AN ENJOYABLE OUTDOOR SETTING. THE CHANGING ENVIRONMENT STIMULATES THE PARTICIPANT'S POSITIVE EMOTIONAL WELLBEING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ORGANIZATION DEPRECIATION EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARTHA MONCKTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02519281148
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEPHERD'S PLACE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0AN ALABAMA NON-PROFIT CORPORATION
ReturnHeader/Filer/BusinessNameControlTxt0SHEP
ReturnHeader/Filer/EIN0460953821
ReturnHeader/Filer/PhoneNum02519281148
ReturnHeader/Filer/USAddress/AddressLine1Txt0155 SOUTH SECTION STREET
ReturnHeader/Filer/USAddress/CityNm0FAIRHOPE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036532
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0320050247
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CA KING PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1209
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0POINT CLEAR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd036564
ReturnHeader/PreparerPersonGrp/PhoneNum02519908190
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CAROLE A KING CPA
ReturnHeader/ReturnTs02017-05-25T13:40:22-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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