Civic Intelligence

The Shepherds Center of Charlotte

EIN 56-1271236 • 501(c)3 • Charlotte, NC

View Organization Page

Profile

The organization provides various programs for senior citizens including classes,educational travel, transportation and handyman services.

300 Hawthorne LaneCharlotte, NC 28204

www.shepherdscharlotte.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

41st percentile

0.00x

Higher debt load relative to assets than 41% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

43rd percentile

0.01x

Higher debt load relative to revenue than 43% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

82nd percentile

32%

Higher net margin than 82% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

76th percentile

$72,175

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 16.9% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

82nd percentile

31%

Faster asset growth than 82% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

80th percentile

43%

Faster revenue growth than 80% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$681,475

Up $159,796 (+31%) from 2023

Liabilities

Up

$2,482

Up $2,443 (+6264%) from 2023

Net Assets

Up

$678,993

Up $157,353 (+30%) from 2023

Operations
Liabilities / Revenue43rd percentileNet Margin82nd percentile

Revenue

Up

$426,748

Up $127,354 (+43%) from 2023

Expenses

Up

$291,885

Up $74,437 (+34%) from 2023

Net Income

Up

$134,863

Up $52,917 (+65%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth82nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2010: $184,949Liabilities 2010: $19,605Net Assets 2010: $165,3442010Assets 2011: $152,491Liabilities 2011: $3,600Net Assets 2011: $148,8912011Assets 2012: $127,067Liabilities 2012: $4,201Net Assets 2012: $122,8662012Assets 2013: $195,874Liabilities 2013: $4,700Net Assets 2013: $191,1742013Assets 2014: $203,456Liabilities 2014: $435Net Assets 2014: $203,0212014Assets 2015: $361,960Liabilities 2015: $0Net Assets 2015: $361,9602015Assets 2016: $356,409Liabilities 2016: $0Net Assets 2016: $356,4092016Assets 2017: $358,054Liabilities 2017: $0Net Assets 2017: $358,0542017Assets 2018: $303,574Liabilities 2018: $0Net Assets 2018: $303,5742018Assets 2019: $251,781Liabilities 2019: $0Net Assets 2019: $251,7812019Assets 2020: $307,521Liabilities 2020: $1,877Net Assets 2020: $305,6442020Assets 2021: $353,976Liabilities 2021: $41Net Assets 2021: $353,9352021Assets 2022: $418,096Liabilities 2022: $0Net Assets 2022: $418,0962022Assets 2023: $521,679Liabilities 2023: $39Net Assets 2023: $521,6402023Assets 2024: $681,475Liabilities 2024: $2,482Net Assets 2024: $678,9932024

Highlighted filing

2024

Assets$681,475
Liabilities$2,482
Net Assets$678,993
Open 2024 Filing

Operations Trend

Revenue Growth80th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2010: $194,931Expenses 2010: $202,422Net Income 2010: -$7,4912010Revenue 2011: $193,198Expenses 2011: $204,407Net Income 2011: -$11,2092011Revenue 2012: $149,671Expenses 2012: $185,963Net Income 2012: -$36,2922012Revenue 2013: $177,299Expenses 2013: $213,834Net Income 2013: -$36,5352013Revenue 2014: $236,147Expenses 2014: $223,759Net Income 2014: $12,3882014Revenue 2015: $404,083Expenses 2015: $236,606Net Income 2015: $167,4772015Revenue 2016: $256,200Expenses 2016: $274,443Net Income 2016: -$18,2432016Revenue 2017: $247,240Expenses 2017: $283,935Net Income 2017: -$36,6952017Revenue 2018: $281,634Expenses 2018: $326,714Net Income 2018: -$45,0802018Revenue 2019: $224,212Expenses 2019: $309,811Net Income 2019: -$85,5992019Revenue 2020: $240,438Expenses 2020: $206,502Net Income 2020: $33,9362020Revenue 2021: $186,742Expenses 2021: $157,403Net Income 2021: $29,3392021Revenue 2022: $236,746Expenses 2022: $141,136Net Income 2022: $95,6102022Revenue 2023: $299,394Expenses 2023: $217,448Net Income 2023: $81,9462023Revenue 2024: $426,748Expenses 2024: $291,885Net Income 2024: $134,8632024

Highlighted filing

2024

Revenue$426,748
Expenses$291,885
Net Income$134,863
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$681,475
Liabilities
$2,482
Net assets
$678,993
Revenue
$426,748
Expenses
$291,885
Net income
$134,863
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.81$0.02$6.79$4.27$2.92$1.35
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.22$0.00$5.22$2.99$2.17$0.82
2022Detailed filing. Detailed filing data is available for this year.$4.18$0.00$4.18$2.37$1.41$0.96
2021Detailed filing. Detailed filing data is available for this year.$3.54$0.00$3.54$1.87$1.57$0.29
2020Detailed filing. Detailed filing data is available for this year.$3.08$0.02$3.06$2.40$2.07$0.34
2019Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$2.24$3.10$0.86
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.04$0.00$3.04$2.82$3.27$0.45
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.58$0.00$3.58$2.47$2.84$0.37
2016Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$2.56$2.74$0.18
2015Detailed filing. Detailed filing data is available for this year.$3.62$0.00$3.62$4.04$2.37$1.67
2014Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$2.36$2.24$0.12
2013Detailed filing. Detailed filing data is available for this year.$1.96$0.05$1.91$1.77$2.14$0.37
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.27$0.04$1.23$1.50$1.86$0.36
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.52$0.04$1.49$1.93$2.04$0.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.85$0.20$1.65$1.95$2.02$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 16, 2025
Return Version
2024v5.2
Gross Receipts
$436,131
Mission and Program Overview

Mission

To mobilize active older adults as volunteers; encourage learning and fellowship; enable older adults to be active and enjoy living in their own homes as long as possible

The Shepherds Center of Charlotte enriches the lives of older adults by providing a network of support to increase social connection, expand access to critical resources, and combat the negative effects of isolation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$290,618$350,598▲ $59,980
Investments in Publicly Traded Securities$230,886$329,783▲ $98,897
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$521,679$681,475▲ $159,796
Other Assets Total$175$1,094▲ $919
Liabilities
Accounts Payable and Accrued Expenses$39$2,482▲ $2,443
Total Liabilities$39$2,482▲ $2,443
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$407,620$559,808▲ $152,188
Net Assets With Donor Restrictions$114,020$119,185▲ $5,165
Total Net Assets Fund Balance$521,640$678,993▲ $157,353
Total Liabilities and Net Assets / Fund Balance$521,679$681,475▲ $159,796
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Alissa CelekExecutive DirectorFT$66,025$6,150$72,175

Board Members and Trustees

NameTitle
Rick McKnightChairman
Bruce BaileyPast Chair
Mark TiberioVice Chair
Austin MillerDirector
Brooke AdamsonDirector
David YoungDirector
Joan FoleyDirector
Katy RyanDirector
Kelly OgdenDirector
Kiesha ParkerDirector
Marquell HunterDirector
Marvin OdenDirector
Tracy McGinnisDirector
Von KinlochDirector
Lisa HelmstetterSecretary
LuAnn TuckerTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$368,109
Program Service Revenue
$41,283
Investment Income
$6,825
Other Revenue
$10,531
All Other Contributions
$368,109
Change in Net Assets
$134,863

Audited Revenue Reconciliation

Revenue per Audited Statements
$426,748
Revenue Not Reported on Form 990
$31,873
Total Revenue per Audited Statements
$458,621
Total Revenue per Form 990
$426,748
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$181,468
Other Expenses$110,417
Total Fundraising Expense$55,678
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$72,417$4,581$19,443$96,441
Current Officers, Directors, Trustees, and Key Employees$54,197$3,428$14,550$72,175
Advertising$11,960-$3,987$15,947
Payroll Taxes$9,651$610$2,591$12,852
Insurance$8,887$562$2,387$11,836
Occupancy$8,501$538$2,282$11,321
Fees for Services Other-$6,052-$6,052
Information Technology$2,345$393$1,669$4,407
Office Expenses-$349$1,480$1,829
Other Expenses$903$57$242$1,202
All Other Expenses$870$55$234$1,159
Total Functional Expenses$217,384$18,823$55,678$291,885

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$301,268
Expenses per Audited Statements$291,885
Total Expenses per Form 990$291,885
Expenses Not Reported on Form 990$9,383
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$19,598
Fundraising Direct Expenses$9,383
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Chef Wars$19,598$19,598$9,383$10,215
Total Events$19,598$19,598$9,383$10,215
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“990 is reviewed by Treasurer before it is filed.”

Form 990, Part VI, Section B, Line 12C

“Board members are required to report any conflicts of interest annually.”

Form 990, Part VI, Section C, Line 19

“Available upon request.”

Filing and Contact Details

Filer

Filer Name
The Shepherds Center of Charlotte
EIN
56-1271236
Phone
7043651995
Address
300 Hawthorne Lane, Charlotte, NC 28204

Signing Officer

Name
Alissa Celek
Title
Executive Director
Signed
2025-09-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alissa Celek
Formed
1980
Legal Domicile
Nc
Voting Board Members
16
Independent Board Members
16
Employees
6
Volunteers
326

Preparer

Firm
Foard and Company PA
Address
1347 Harding Place, Charlotte, NC 28204
Preparer
Terry W Lancaster
Phone
7043721515
Supplemental Narrative

Financial Statement Notes

Part XI, Line 2D: Other revenue amounts included in F/S but not included on form 990

“Special Events Expense $9383”

Part XII, Line 2D: Other expenses and losses per audited F/S

“Special Event Expenses $9383”

Raw XML AppendixShowing 400 of 542 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
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IRS990/CYRevenuesLessExpensesAmt0134863
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IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0426748
IRS990/DecisionsSubjectToApprovaInd0false
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IRS990/DepreciationDepletionGrp/TotalAmt00
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IRS990/DescribedInSection501c3Ind0true
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IRS990/Form990PartVIISectionAGrp/PersonNm0Alissa Celek
IRS990/Form990PartVIISectionAGrp/PersonNm1Marvin Oden
IRS990/Form990PartVIISectionAGrp/PersonNm2Bruce Bailey
IRS990/Form990PartVIISectionAGrp/PersonNm3LuAnn Tucker
IRS990/Form990PartVIISectionAGrp/PersonNm4Brooke Adamson
IRS990/Form990PartVIISectionAGrp/PersonNm5Rick McKnight
IRS990/Form990PartVIISectionAGrp/PersonNm6Kiesha Parker
IRS990/Form990PartVIISectionAGrp/PersonNm7Katy Ryan
IRS990/Form990PartVIISectionAGrp/PersonNm8Austin Miller
IRS990/Form990PartVIISectionAGrp/PersonNm9Joan Foley
IRS990/Form990PartVIISectionAGrp/PersonNm10Lisa Helmstetter
IRS990/Form990PartVIISectionAGrp/PersonNm11Kelly Ogden
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