Civic Intelligence

Sheperds Place Foundation

990EZ • Fiscal year 2014 • EIN 46-0953821

Jan 01, 2014 to Dec 31, 2014 • Filed on May 10, 2015

Organization ProfileIN PROGRESS
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

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

92nd percentile

51%

Higher net margin than 92% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

90th percentile

94%

Faster asset growth than 90% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

7th percentile

-59%

Faster revenue growth than 7% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$68,741

Up $33,250 (+94%) from 2013

Net Assets

Up

$68,741

Up $33,250 (+94%) from 2013

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin92nd percentile

Revenue

Down

$53,858

Down $78,160 (-59%) from 2013

Expenses

Down

$26,335

Down $70,192 (-73%) from 2013

Net Income

Down

$27,523

Down $7,968 (-22%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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: $68,741Liabilities 2014: $0Net Assets 2014: $68,7412014Assets 2015: $82,743Net Assets 2015: $82,7432015Assets 2016: $82,517Net 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

2014

Assets$68,741
Liabilities$0
Net Assets$68,741
Open 2014 Filing

Operations Trend

Revenue Growth7th percentile

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

2014

Revenue$53,858
Expenses$26,335
Net Income$27,523
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 10, 2015
Return Version
2014v5.0
Gross Receipts
$53,858
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
ORGANIZATION DEPRECIATION EXPENSES-$21,104
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.-$473
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.--
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBYN KOSERChairman-$0--
TOMMY HARRISVice Chair-$0--
MARTHA MONCKTONTreasurer-$0--
ELIZABETH MINTOSecretary-$0--
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-current
Phone
2519281148
Signed
2015-05-10
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 3,312 total 3,312”

Form 990-ez, Part I, Line 20

“Patio furniture added in 2014 5,727 rounding 0”

Form 990-ez, Part II, Line 24

“246 5,973 less accumulated depreciation 147 3,459 total 99 2,514”

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 Appendix142 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0MARTHA MONCKTON
IRS990EZ/BooksInCareOfDetail/PhoneNum02519281148
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0155 S SECTION STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FAIRHOPE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AL
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd036532
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt035491
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt066227
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt013437
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt027523
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt023023
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt035590
IRS990EZ/Form990TotalAssetsGrp/EOYAmt068741
IRS990EZ/GrossReceiptsAmt053858
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt035491
IRS990EZ/NetAssetsOrFundBalancesEOYAmt068741
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt035491
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt068741
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROBYN KOSER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TOMMY HARRIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARTHA MONCKTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ELIZABETH MINTO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt099
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02514
IRS990EZ/OtherChangesInNetAssetsAmt05727
IRS990EZ/OtherExpensesTotalAmt03312
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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/ProgramServiceRevenueAmt040421
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.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2ORGANIZATION DEPRECIATION EXPENSES
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt0473
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt121104
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt026335
IRS990EZ/TotalProgramServiceExpensesAmt021577
IRS990EZ/TotalRevenueAmt053858
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0IN PROGRESS
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt013437
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt047756
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt061193
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt040421
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt040421
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt084262
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt084262
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0185876
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt053858
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0132018
IRS990ScheduleA/Total509Grp/TotalAmt0185876
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt053858
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0132018
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0185876
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES NON-INVESTMENT DEPRECIATION 3,312 TOTAL 3,312
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1PATIO FURNITURE ADDED IN 2014 5,727 ROUNDING 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2246 5,973 LESS ACCUMULATED DEPRECIATION 147 3,459 TOTAL 99 2,514
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TO 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/ExplanationTxt4TO 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/ExplanationTxt5SHEPHERD'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/ExplanationTxt6ORGANIZATION DEPRECIATION EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III, LINE 28
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III, LINE 29
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART III, LINE 31
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARTHA MONCKTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER-CURRENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02519281148
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-05-10
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
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/PreparationDt02015-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CAROLE A KING CPA
ReturnHeader/ReturnTs02015-05-14T06:43:03-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$68,741
Liabilities
$0
Net assets
$68,741
Revenue
$53,858
Expenses
$26,335
Net income
$27,523
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.29$0.00$3.28$1.69$1.17$0.52
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.77$0.01$2.76$1.62$0.96$0.67
2022Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$1.06$0.90$0.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.98$1.98$0.44$0.76$0.32
2020Detailed filing. Detailed filing data is available for this year.$2.27$0.09$2.19$0.45$0.42$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.17$2.17$0.94$0.77$0.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.01$2.01$1.72$0.76$0.96
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.83$0.83$0.86$0.86$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.83$0.83$1.10$0.96$0.14
2014Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$0.54$0.26$0.28
2013Detailed filing. Detailed filing data is available for this year.$0.35$0.35$1.32$0.97$0.35