Civic Intelligence

Shepherds Fire-Rescue Inc.

990 • Fiscal year 2021 • EIN 56-1391053

Jul 01, 2020 to Jun 30, 2021 • Filed on Jan 07, 2022

2014 Charlotte HighwayMooresville, NC 28117

(704) 663-1245

Siviq Scores

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

Liabilities / Assets

54th percentile

0.07x

Higher debt load relative to assets than 54% of similar nonprofits.

2021 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

61st percentile

0.19x

Higher debt load relative to revenue than 61% of similar nonprofits.

2021 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2021

Net Margin

61st percentile

22%

Higher net margin than 61% of similar nonprofits.

2021 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

72nd percentile

$14,526

Higher top officer pay than 72% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2021 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2021

Asset Growth

43rd percentile

4.1%

Faster asset growth than 43% of similar nonprofits.

2021 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

71st percentile

28%

Faster revenue growth than 71% of similar nonprofits.

2021 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$4,676,572

Up $185,750 (+4.1%) from 2020

Net Assets

Up

$4,364,147

Up $358,444 (+8.9%) from 2020

Liabilities

Down

$312,425

Down $172,694 (-36%) from 2020

Revenue

Up

$1,656,193

Up $358,930 (+28%) from 2020

Expenses

Up

$1,297,749

Up $321,596 (+33%) from 2020

Net Income

Up

$358,444

Up $37,334 (+12%) from 2020

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $3,242,073Liabilities 2010: $1,516,077Net Assets 2010: $1,725,9962010Assets 2011: $2,630,062Liabilities 2011: $1,371,643Net Assets 2011: $1,258,4192011Assets 2012: $2,952,979Liabilities 2012: $1,181,443Net Assets 2012: $1,771,5362012Assets 2013: $2,958,543Liabilities 2013: $974,450Net Assets 2013: $1,984,0932013Assets 2014: $3,045,489Liabilities 2014: $831,742Net Assets 2014: $2,213,7472014Assets 2015: $3,304,880Liabilities 2015: $617,714Net Assets 2015: $2,687,1662015Assets 2016: $3,398,070Liabilities 2016: $399,778Net Assets 2016: $2,998,2922016Assets 2017: $4,378,156Liabilities 2017: $1,075,089Net Assets 2017: $3,303,0672017Assets 2018: $4,331,218Liabilities 2018: $869,021Net Assets 2018: $3,462,1972018Assets 2019: $4,339,383Liabilities 2019: $654,790Net Assets 2019: $3,684,5932019Assets 2020: $4,490,822Liabilities 2020: $485,119Net Assets 2020: $4,005,7032020Assets 2021: $4,676,572Liabilities 2021: $312,425Net Assets 2021: $4,364,1472021Assets 2022: $5,071,168Liabilities 2022: $134,987Net Assets 2022: $4,936,1812022Assets 2023: $5,067,504Liabilities 2023: $186,694Net Assets 2023: $4,880,8102023Assets 2024: $5,457,882Liabilities 2024: $127,875Net Assets 2024: $5,330,0072024Assets 2025: $5,569,607Liabilities 2025: $65,707Net Assets 2025: $5,503,9002025

Highlighted filing

2021

Assets$4,676,572
Liabilities$312,425
Net Assets$4,364,147

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $669,6802010Revenue 2011: $1,000,896Expenses 2011: $1,468,473Net Income 2011: -$467,5772011Expenses 2012: $852,1042012Expenses 2013: $794,4002013Revenue 2014: $1,026,173Expenses 2014: $796,519Net Income 2014: $229,6542014Revenue 2015: $1,251,933Expenses 2015: $778,514Net Income 2015: $473,4192015Revenue 2016: $1,085,781Expenses 2016: $774,655Net Income 2016: $311,1262016Revenue 2017: $1,098,829Expenses 2017: $794,054Net Income 2017: $304,7752017Revenue 2018: $1,119,572Expenses 2018: $960,442Net Income 2018: $159,1302018Revenue 2019: $1,339,643Expenses 2019: $1,117,247Net Income 2019: $222,3962019Revenue 2020: $1,297,263Expenses 2020: $976,153Net Income 2020: $321,1102020Revenue 2021: $1,656,193Expenses 2021: $1,297,749Net Income 2021: $358,4442021Revenue 2022: $1,959,979Expenses 2022: $1,387,945Net Income 2022: $572,0342022Revenue 2023: $1,587,512Expenses 2023: $1,642,883Net Income 2023: -$55,3712023Revenue 2024: $2,146,483Expenses 2024: $1,701,626Net Income 2024: $444,8572024Revenue 2025: $2,317,587Expenses 2025: $2,146,928Net Income 2025: $170,6592025

Highlighted filing

2021

Revenue$1,656,193
Expenses$1,297,749
Net Income$358,444
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Jan 7, 2022
Return Version
2020v4.0
Gross Receipts
$1,656,193
Mission and Program Overview

Mission

Fire protection services for the shepherds community

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,857,302$2,757,455▼ $99,847
Savings and Temporary Cash Investments$1,142,589$988,630▼ $153,959
Cash and Non-Interest-Bearing Accounts$490,931$554,730▲ $63,799
Total Assets$4,490,822$4,676,572▲ $185,750
Other Assets Total-$375,757-
Liabilities
Mortgage Notes Payable Secured by Investment Property$485,119$312,425▼ $172,694
Total Liabilities$485,119$312,425▼ $172,694
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$3,917,515$4,266,761▲ $349,246
Net Assets With Donor Restrictions$88,188$97,386▲ $9,198
Total Net Assets Fund Balance$4,005,703$4,364,147▲ $358,444
Total Liabilities and Net Assets / Fund Balance$4,490,822$4,676,572▲ $185,750

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$810,317$1,943,990$2,754,307
Buildings$1,469,072$928,018$2,397,090
Equipment$456,061$1,304,209$1,760,270
Land$22,005-$22,005
Other Assets Org$375,757--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Michael Ryan StuttsDeputy ChiefPT$14,526$14,526
Kelly RobinsonChiefPT$4,874$4,874
Bob GambutiSecretary-$4,767$4,767
Carmen Deandrea JrMember-$2,051$2,051
Joel CherryChairman-$341$341

Board Members and Trustees

NameTitle
Ben ArenaVice Chairma
Doug SoutherMember
Mark StrazzaboscoMember
Michael CrowleyMember
Rick DunnMember
Sonny LunsfordTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,646,440
Program Service Revenue
$0
Investment Income
$574
Other Revenue
$9,179
Change in Net Assets
$358,444

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Other Non Cash Contri Table1$57,233
Total Noncash Contributions1$57,233
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$756,865
Salaries, Compensation, and Employee Benefits$540,884
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$457,599$17,229-$474,828
Depreciation Depletion$251,794$27,995-$279,789
All Other Expenses$103,770$347-$104,117
Insurance$51,510$5,723-$57,233
Payroll Taxes$37,258$1,318-$38,576
Occupancy$32,805$3,645-$36,450
Fees for Services Other-$25,838-$25,838
Other Employee Benefits$25,540--$25,540
Office Expenses$2,422$21,798-$24,220
Other Expenses$23,888$3,862-$23,888
Interest$10,931--$10,931
Fees for Services Accounting-$5,200-$5,200
Pension Plan Contributions$1,940--$1,940
Fees for Services Legal-$440-$440
Total Functional Expenses$1,184,354$113,395$0$1,297,749
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Audit committee
Yes
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
No
Other officer compensation reviewed
Yes
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The treasurer and chairman of the board review the form 990 prior to filing. They then take the form 990 to the next board of directors meeting for final approval.

Form 990, Page 6, Part VI, Line 15B

All compensation is determined by the board of directors. All part-time personnel are paid the same hourly wages. A slightly higher hourly wage is paid to the administrative assistant.

Form 990, Page 6, Part VI, Line 19

All governing documents can be made available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Shepherds Fire-rescue Inc
EIN
56-1391053
Phone
7046631245
Address
2014 CHARLOTTE HIGHWAY, MOORESVILLE, NC 28117

Signing Officer

Name
Joel Cherry
Title
Chairman
Signed
2022-01-07

Organization Details

Principal Officer
Joel Cherry
Formed
1961
Legal Domicile
Nc
Voting Board Members
10
Independent Board Members
6
Employees
34
Volunteers
22

Preparer

Firm
Potts Steele & White Pa
Address
PO BOX 1189, STATESVILLE, NC 28687
Preparer
Kara Summers Steele
Phone
7048789541
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

The organization utilizes volunteers to perform emergency fire fighting services.

Raw XML Appendix380 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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IRS990/PYOtherExpensesAmt0691632
IRS990/PYOtherRevenueAmt09907
IRS990/PYRevenuesLessExpensesAmt0321110
IRS990/PYSalariesCompEmpBnftPaidAmt0284521
IRS990/PYTotalExpensesAmt0976153
IRS990/PYTotalRevenueAmt01297263
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0358444
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01142589
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0988630
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt01469072
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0928018
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt02397090
IRS990ScheduleD/EquipmentGrp/BookValueAmt0456061
IRS990ScheduleD/EquipmentGrp/DepreciationAmt01304209
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt01760270
IRS990ScheduleD/LandGrp/BookValueAmt022005
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt022005
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt0375757
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DEPOSIT ON VEHICLE
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0810317
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt01943990
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt02754307
IRS990ScheduleD/TotalBookValueLandBuildingsAmt02757455
IRS990ScheduleD/TotalBookValueOtherAssetsAmt0375757
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleM/AnyPropertyThatMustBeHeldInd0false
IRS990ScheduleM/OtherNonCashContriTableGrp/ContributionCnt01
IRS990ScheduleM/OtherNonCashContriTableGrp/Desc0INSURANCE PYMT
IRS990ScheduleM/OtherNonCashContriTableGrp/NonCashCheckboxInd0X
IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt057233
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION UTILIZES VOLUNTEERS TO PERFORM EMERGENCY FIRE FIGHTING SERVICES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TREASURER AND CHAIRMAN OF THE BOARD REVIEW THE FORM 990 PRIOR TO FILING. THEY THEN TAKE THE FORM 990 TO THE NEXT BOARD OF DIRECTORS MEETING FOR FINAL APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL COMPENSATION IS DETERMINED BY THE BOARD OF DIRECTORS. ALL PART-TIME PERSONNEL ARE PAID THE SAME HOURLY WAGES. A SLIGHTLY HIGHER HOURLY WAGE IS PAID TO THE ADMINISTRATIVE ASSISTANT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL GOVERNING DOCUMENTS CAN BE MADE AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 1, PART I, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0NC
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt04490822
IRS990/TotalAssetsEOYAmt04676572
IRS990/TotalAssetsGrp/BOYAmt04490822
IRS990/TotalAssetsGrp/EOYAmt04676572
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt01646440
IRS990/TotalEmployeeCnt034
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0113395
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01184354
IRS990/TotalFunctionalExpensesGrp/TotalAmt01297749
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0485119
IRS990/TotalLiabilitiesEOYAmt0312425
IRS990/TotalLiabilitiesGrp/BOYAmt0485119
IRS990/TotalLiabilitiesGrp/EOYAmt0312425
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04005703
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04364147
IRS990/TotalProgramServiceExpensesAmt01184354
IRS990/TotalReportableCompFromOrgAmt026559
IRS990/TotalRevenueGrp/ExclusionAmt09753
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01656193
IRS990/TotalVolunteersCnt022
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04490822
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04676572
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt010
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0WWW.SHEPHERDSFIRE.COM
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JOEL CHERRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEPHERDS FIRE-RESCUE INC
ReturnHeader/Filer/BusinessNameControlTxt0SHEP
ReturnHeader/Filer/EIN0561391053
ReturnHeader/Filer/PhoneNum07046631245
ReturnHeader/Filer/USAddress/AddressLine1Txt02014 CHARLOTTE HIGHWAY
ReturnHeader/Filer/USAddress/CityNm0MOORESVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028117
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0561534142
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0POTTS STEELE & WHITE PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1189
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0STATESVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028687
ReturnHeader/PreparerPersonGrp/PhoneNum07048789541
ReturnHeader/PreparerPersonGrp/PreparationDt02022-01-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KARA SUMMERS STEELE
ReturnHeader/ReturnTs02022-03-03T13:02:24-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOEL
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CHERRY
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.57$0.07$5.50$2.32$2.15$0.17
2024Detailed filing. Detailed filing data is available for this year.$5.46$0.13$5.33$2.15$1.70$0.44
2023Detailed filing. Detailed filing data is available for this year.$5.07$0.19$4.88$1.59$1.64$0.06
2022Detailed filing. Detailed filing data is available for this year.$5.07$0.13$4.94$1.96$1.39$0.57
2021Detailed filing. Detailed filing data is available for this year.$4.68$0.31$4.36$1.66$1.30$0.36
2020Detailed filing. Detailed filing data is available for this year.$4.49$0.49$4.01$1.30$0.98$0.32
2019Detailed filing. Detailed filing data is available for this year.$4.34$0.65$3.68$1.34$1.12$0.22
2018Detailed filing. Detailed filing data is available for this year.$4.33$0.87$3.46$1.12$0.96$0.16
2017Detailed filing. Detailed filing data is available for this year.$4.38$1.08$3.30$1.10$0.79$0.30
2016Detailed filing. Detailed filing data is available for this year.$3.40$0.40$3.00$1.09$0.77$0.31
2015Detailed filing. Detailed filing data is available for this year.$3.30$0.62$2.69$1.25$0.78$0.47
2014Detailed filing. Detailed filing data is available for this year.$3.05$0.83$2.21$1.03$0.80$0.23
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.96$0.97$1.98$0.79
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.95$1.18$1.77$0.85
2011Summary only. Only limited summary data is available for this year.$2.63$1.37$1.26$1.00$1.47$0.47
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.24$1.52$1.73$0.67