Civic Intelligence

The Shepherd'S Center of Kernersville

EIN 56-1471510 • 501(c)3 • Kernersville, NC

Profile

Provide assistance to senior adults for their daily living needs, including provision of transportation, counseling, seminars, home repairs, telephone contacts, senior enrichment center, advocacy, etc.

PO Box 2044Kernersville, NC 27285

www.shepctrkville.com

Siviq Scores

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

Liabilities / Assets

30th percentile

0.01x

Higher debt load relative to assets than 30% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

43rd percentile

0.05x

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

501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

57th percentile

8.0%

Higher net margin than 57% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

52nd percentile

4.5%

Faster asset growth than 52% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

35th percentile

-0.3%

Faster revenue growth than 35% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$4,261,201

Up $183,688 (+4.5%) from 2022

Liabilities

Down

$29,970

Down $10,000 (-25%) from 2022

Net Assets

Up

$4,231,231

Up $193,688 (+4.8%) from 2022

Operations
Liabilities / Revenue43rd percentileNet Margin57th percentile

Revenue

Down

$610,374

Down $1,985 (-0.3%) from 2022

Expenses

Down

$561,590

Down $18,299 (-3.2%) from 2022

Net Income

Up

$48,784

Up $16,314 (+50%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $214,827Liabilities 2011: $0Net Assets 2011: $214,8272011Assets 2012: $262,907Liabilities 2012: $0Net Assets 2012: $262,9072012Assets 2013: $337,635Liabilities 2013: $0Net Assets 2013: $337,6352013Assets 2014: $399,974Liabilities 2014: $0Net Assets 2014: $399,9742014Assets 2015: $487,657Liabilities 2015: $0Net Assets 2015: $487,6572015Assets 2016: $1,898,229Liabilities 2016: $0Net Assets 2016: $1,898,2292016Assets 2017: $2,299,905Liabilities 2017: $0Net Assets 2017: $2,299,9052017Assets 2018: $2,250,086Liabilities 2018: $0Net Assets 2018: $2,250,0862018Assets 2019: $3,291,331Liabilities 2019: $7,851Net Assets 2019: $3,283,4802019Assets 2020: $3,816,337Liabilities 2020: $59,075Net Assets 2020: $3,757,2622020Assets 2021: $4,311,543Liabilities 2021: $13,493Net Assets 2021: $4,298,0502021Assets 2022: $4,077,513Liabilities 2022: $39,970Net Assets 2022: $4,037,5432022Assets 2023: $4,261,201Liabilities 2023: $29,970Net Assets 2023: $4,231,2312023

Highlighted filing

2023

Assets$4,261,201
Liabilities$29,970
Net Assets$4,231,231
Open 2023 Filing

Operations Trend

Revenue Growth35th percentile

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

$2.0M$1.5M$1.0M$500K$0Revenue 2011: $280,530Expenses 2011: $259,683Net Income 2011: $20,8472011Revenue 2012: $288,727Expenses 2012: $252,624Net Income 2012: $36,1032012Revenue 2013: $301,330Expenses 2013: $256,383Net Income 2013: $44,9472013Revenue 2014: $316,774Expenses 2014: $256,637Net Income 2014: $60,1372014Revenue 2015: $384,911Expenses 2015: $271,389Net Income 2015: $113,5222015Revenue 2016: $1,669,750Expenses 2016: $288,124Net Income 2016: $1,381,6262016Revenue 2017: $409,009Expenses 2017: $288,567Net Income 2017: $120,4422017Revenue 2018: $430,860Expenses 2018: $378,517Net Income 2018: $52,3432018Revenue 2019: $1,082,560Expenses 2019: $368,303Net Income 2019: $714,2572019Revenue 2020: $470,133Expenses 2020: $336,447Net Income 2020: $133,6862020Revenue 2021: $1,278,840Expenses 2021: $414,939Net Income 2021: $863,9012021Revenue 2022: $612,359Expenses 2022: $579,889Net Income 2022: $32,4702022Revenue 2023: $610,374Expenses 2023: $561,590Net Income 2023: $48,7842023

Highlighted filing

2023

Revenue$610,374
Expenses$561,590
Net Income$48,784
Open 2023 Filing

Filings

Most recent year

2023 • Form 990Summary only. Only limited summary data is available for this year.

Open filing
Assets
$4,261,201
Liabilities
$29,970
Net assets
$4,231,231
Revenue
$610,374
Expenses
$561,590
Net income
$48,784
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$4.26$0.03$4.23$0.61$0.56$0.05
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.08$0.04$4.04$0.61$0.58$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.31$0.01$4.30$1.28$0.41$0.86
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.82$0.06$3.76$0.47$0.34$0.13
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.29$0.01$3.28$1.08$0.37$0.71
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.25$0.00$2.25$0.43$0.38$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.30$0.00$2.30$0.41$0.29$0.12
2016Summary only. Only limited summary data is available for this year.$1.90$0.00$1.90$1.67$0.29$1.38
2015Summary only. Only limited summary data is available for this year.$0.49$0.00$0.49$0.38$0.27$0.11
2014Summary only. Only limited summary data is available for this year.$0.40$0.00$0.40$0.32$0.26$0.06
2013Summary only. Only limited summary data is available for this year.$0.34$0.00$0.34$0.30$0.26$0.04
2012Summary only. Only limited summary data is available for this year.$0.26$0.00$0.26$0.29$0.25$0.04
2011Summary only. Only limited summary data is available for this year.$0.21$0.00$0.21$0.28$0.26$0.02
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 6, 2023
Return Version
2022v5.0
Gross Receipts
$644,570
Mission and Program Overview

Mission

Provide assistance to senior adults for their daily living needs, including provision of transportation, counseling, seminars, home repairs, telephone contacts, senior enrichment center, advocacy, etc.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$2,720,978$2,669,254▼ $51,724
Investments in Publicly Traded Securities$1,451,294$1,208,660▼ $242,634
Cash and Non-Interest-Bearing Accounts$117,046$110,281▼ $6,765
Savings and Temporary Cash Investments$5,888$45,929▲ $40,041
Pledges and Grants Receivable$14,496$27,381▲ $12,885
Accounts Receivable$345$490▲ $145
Total Assets$4,311,543$4,077,513▼ $234,030
Other Assets Total$1,496$15,518▲ $14,022
Liabilities
Accounts Payable and Accrued Expenses$13,493$25,614▲ $12,121
Other Liabilities-$14,356-
Total Liabilities$13,493$39,970▲ $26,477
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$4,205,386$3,885,813▼ $319,573
Net Assets With Donor Restrictions$92,664$151,730▲ $59,066
Total Net Assets Fund Balance$4,298,050$4,037,543▼ $260,507
Total Liabilities and Net Assets / Fund Balance$4,311,543$4,077,513▼ $234,030

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$1,661,971$63,445$1,725,416
Land$942,338-$942,338
Equipment$64,945$7,514$72,459
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Lynne GarmsInterim ExecFT$40,789$1,143$41,932

Board Members and Trustees

NameTitle
Pam LinkPresident
Beth JohnsonBoard Member
Chad LoflinBoard Member
David JonesBoard Member
Delane JohnsonBoard Member
Gwyn GrubbsBoard Member
Kristi RecordBoard Member
Logan RobbinsBoard Member
Mindy GrubbsBoard Member
Randall JenkinsBoard Member
Rick LoweBoard Member
Samia WilsonBoard Member
Susan FurmageBoard Member
Taylor ThorntonBoard Member
Wayne BogerBoard Member
Lisa Bugg1st Vice Pre
Frank Robbins2nd Vice Pre
Kristal HungateAssistant Tr
Susan ClarkSecretary
Laurie McdanielTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$542,948
Program Service Revenue
$0
Investment Income
$22,257
Other Revenue
$47,154
All Other Contributions
$360,465
Change in Net Assets
$32,470

Audited Revenue Reconciliation

Revenue per Audited Statements
$612,359
Revenue Not Reported on Form 990
$-288,905
Total Revenue per Audited Statements
$323,454
Total Revenue per Form 990
$612,359
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$306,920
Salaries, Compensation, and Employee Benefits$272,969
Total Fundraising Expense$129,828
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$131,840$27,923$47,533$207,296
Occupancy$49,480$10,479$17,838$77,797
Fees for Services Other$39,155$8,293$14,117$61,565
Depreciation Depletion$31,974$6,772$11,528$50,274
Current Officers, Directors, Trustees, and Key Employees$26,669$5,648$9,615$41,932
Fees for Services Accounting$16,094$3,409$5,803$25,306
Payroll Taxes$11,820$2,503$4,262$18,585
Insurance$11,498$2,435$4,145$18,078
Office Expenses$9,241$1,958$3,332$14,531
All Other Expenses$5,162$1,093$1,861$8,116
Other Expenses$4,267$904$1,538$6,709
Advertising$3,395$719$1,224$5,338
Pension Plan Contributions$3,280$694$1,182$5,156
Total Functional Expenses$371,402$78,659$129,828$579,889

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$583,961
Expenses per Audited Statements$579,889
Total Expenses per Form 990$579,889
Expenses Not Reported on Form 990$4,072
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$6,510
Fundraising Direct Expenses$4,072
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$50,452$5,600$3,962$1,638
Kernersville Cl$13,360$910-$910
Total Events$63,812$6,510$3,962$2,548
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Right of Use Liability$14,356
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
Yes
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, Page 6, Part VI, Line 2

“Frank robbins logan robbins 2nd vice pre board member father and son”

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

“Form 990 is presented to the executive director and board treasurer who in turn review and disclose availability of the tax form for additional review to the board of directors.”

Form 990, Page 6, Part VI, Line 12C

“Annual written representations are required.”

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

“Personnel committee makes recommendations to the finance committee.”

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

“Personnel committee makes recommendations to the finance committee.”

Form 990, Page 6, Part VI, Line 19

“Available to public upon request at the organization's offices.”

Filing and Contact Details

Filer

Filer Name
THE SHEPHERD'S CENTER OF
EIN
56-1471510
Phone
3369966696
Address
PO BOX 2044, KERNERSVILLE, NC 27285

Signing Officer

Name
Lisa Bugg
Title
President
Phone
3369966696
Signed
2023-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lisa Bugg
Formed
1985
Legal Domicile
Nc
Voting Board Members
20
Independent Board Members
20
Employees
5
Volunteers
272

Preparer

Firm
Butler Burke Llp
Address
100 CLUB OAKS COURT SUITE A, WINSTONSALEM, NC 27104
Preparer
Jane R Potter
Phone
3367682310
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Other professional fees 39,155 8,293 14,117”

Financial Statement Notes

Schedule D, Page 3, Part X

“The center is a not-for-profit organization and is exempt from income taxes under section 501(c)(3) of the internal revenue code. Accordingly, income tax expense is limited to activities that are deemed by the internal revenue service to be unrelated to their exempt purpose. The center's primary tax positions relate to its status as a not-for-profit entity exempt from income taxes and classification of activities related to its exempt purpose. It is the opinion of management that the center has no uncertain tax positions that would be subject to change upon examination. The center is required to file a federal exempt organization tax return (form 990) annually to retain its exempt status. The center is also required to file an exempt organization business income tax return (form 990-t) for any year unrelated business income exceeds 1,000. The center's form 990 filings are generally subject to examination by the internal revenue service for three years after they are filed.”

Schedule D, Page 4, Part XI, Line 2D

“Fundraising expenses netted with revenue 4,072”

Schedule D, Page 4, Part XII, Line 2D

“Fundraising expenses netted with revenue 4,072”

Raw XML AppendixShowing 400 of 576 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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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0921822

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