Civic Intelligence

Shepard Family Foundation C/O Argos Partners LLC

990PF • Fiscal year 2023 • EIN 46-4264871

Jan 01, 2023 to Dec 31, 2023 • Filed on May 15, 2024

Organization Profile
477 N Lindbergh Blvd 300St Louis, MO 63141

(314) 898-9900

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

2nd percentile

-360%

Higher net margin than 2% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

12th percentile

-10%

Faster asset growth than 12% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

53rd percentile

8.3%

Faster revenue growth than 53% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$2,361,605

Down $262,882 (-10%) from 2022

Net Assets

Down

$2,361,605

Down $262,882 (-10%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin2nd percentile

Revenue

Up

$72,250

Up $5,526 (+8.3%) from 2022

Expenses

Up

$332,119

Up $201,897 (+155%) from 2022

Net Income

Down

-$259,869

Down $196,371 (-309%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$6.0M$4.0M$2.0M$0Assets 2013: $192,750Liabilities 2013: $02013Assets 2014: $446,007Liabilities 2014: $0Net Assets 2014: $446,0072014Assets 2015: $652,555Liabilities 2015: $0Net Assets 2015: $652,5552015Assets 2016: $749,116Liabilities 2016: $0Net Assets 2016: $749,1162016Assets 2017: $766,105Liabilities 2017: $0Net Assets 2017: $766,1052017Assets 2018: $544,724Liabilities 2018: $0Net Assets 2018: $544,7242018Assets 2019: $530,986Liabilities 2019: $0Net Assets 2019: $530,9862019Assets 2020: $399,591Liabilities 2020: $0Net Assets 2020: $399,5912020Assets 2021: $2,687,896Liabilities 2021: $0Net Assets 2021: $2,687,8962021Assets 2022: $2,624,487Liabilities 2022: $0Net Assets 2022: $2,624,4872022Assets 2023: $2,361,605Liabilities 2023: $0Net Assets 2023: $2,361,6052023Assets 2024: $5,112,122Liabilities 2024: $0Net Assets 2024: $5,112,1222024

Highlighted filing

2023

Assets$2,361,605
Liabilities$0
Net Assets$2,361,605
Open 2023 Filing

Operations Trend

Revenue Growth53rd percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2013: $513,500Expenses 2013: $0Net Income 2013: $513,5002013Revenue 2014: $647,070Expenses 2014: $163,559Net Income 2014: $483,5112014Revenue 2015: $347,792Expenses 2015: $123,458Net Income 2015: $224,3342015Revenue 2016: $1,023,007Expenses 2016: $108,878Net Income 2016: $914,1292016Revenue 2017: $238,575Expenses 2017: $201,812Net Income 2017: $36,7632017Revenue 2018: $42,110Expenses 2018: $246,590Net Income 2018: -$204,4802018Revenue 2019: $101,544Expenses 2019: $120,217Net Income 2019: -$18,6732019Revenue 2020: $85,105Expenses 2020: $211,590Net Income 2020: -$126,4852020Revenue 2021: $5,074,386Expenses 2021: $39,045Net Income 2021: $5,035,3412021Revenue 2022: $66,724Expenses 2022: $130,222Net Income 2022: -$63,4982022Revenue 2023: $72,250Expenses 2023: $332,119Net Income 2023: -$259,8692023Revenue 2024: $5,988,636Expenses 2024: $631,733Net Income 2024: $5,356,9032024

Highlighted filing

2023

Revenue$72,250
Expenses$332,119
Net Income-$259,869
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 15, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOSEPH A SHEPARDOfficer/Co-Trustee-$0--
CLAIRE C MCCASKILLOfficer/Co-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Shepard Mccaskill Foundation
EIN
46-4264871
Phone
3148989900
Address
477 N LINDBERGH BLVD 300, ST LOUIS, MO 63141

Signing Officer

Name
Claire C Mccaskill
Title
Co-trustee
Phone
3148989900
Signed
2024-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Argos Family Officellc
Address
477 NLINDBERGH BLVD STE 300, STLOUIS, MO 63141
Preparer
Jason Ellison
Phone
3148989900
Raw XML Appendix347 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/RecipientBusinessName/BusinessNameLine1Txt1FOREST PARK FOREVER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15595 GRAND DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2200 SE 1ST STREET SUITE 800
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1ST LOUIS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd233131
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt07000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt07000
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0298497
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0291497
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0201767
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0104625
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt091509
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0291497
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0106404
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0106404
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0106404
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0397901
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt03013
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FAIR MARKET VALUE TO BOOK ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PAYROLL EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2COMPUTER & INTERNET EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3OFFICE SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4DUES & SUBSCRIPTIONS
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0232
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt18105
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt25638
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3141
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4815
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt029898
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt08641
TaxesSchedule/TaxesDetail/Amt01818
TaxesSchedule/TaxesDetail/Amt1750
TaxesSchedule/TaxesDetail/Amt219873
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TaxesSchedule/TaxesDetail/CategoryTxt1TAXES
TaxesSchedule/TaxesDetail/CategoryTxt2PAYROLL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01818
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CLAIRE C MCCASKILL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03148989900
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEPARD MCCASKILL FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O ARGOS FAMILY OFFICE LLC
ReturnHeader/Filer/BusinessNameControlTxt0SHEP
ReturnHeader/Filer/EIN0464264871
ReturnHeader/Filer/PhoneNum03148989900
ReturnHeader/Filer/USAddress/AddressLine1Txt0477 N LINDBERGH BLVD 300
ReturnHeader/Filer/USAddress/CityNm0ST LOUIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd063141
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0261427459
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ARGOS FAMILY OFFICELLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0477 NLINDBERGH BLVD STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STLOUIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd063141
ReturnHeader/PreparerPersonGrp/PhoneNum03148989900
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JASON ELLISON
ReturnHeader/ReturnTs02024-05-15T11:17:08-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0CLAIRE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCCASKILL
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,361,605
Liabilities
$0
Net assets
$2,361,605
Revenue
$72,250
Expenses
$332,119
Net income
-$259,869
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.11$0.00$5.11$5.99$0.63$5.36
2023Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.07$0.33$0.26
2022Detailed filing. Detailed filing data is available for this year.$2.62$0.00$2.62$0.07$0.13$0.06
2021Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$5.07$0.04$5.04
2020Detailed filing. Detailed filing data is available for this year.$0.40$0.00$0.40$0.09$0.21$0.13
2019Detailed filing. Detailed filing data is available for this year.$0.53$0.00$0.53$0.10$0.12$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.54$0.00$0.54$0.04$0.25$0.20
2017Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.24$0.20$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$1.02$0.11$0.91
2015Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.35$0.12$0.22
2014Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.65$0.16$0.48
2013Summary only. Only limited summary data is available for this year.$0.19$0.00$0.51$0.00$0.51