Civic Intelligence

The Shepherd Foundation

990PF • Fiscal year 2020 • EIN 56-2010297

Jan 01, 2020 to Dec 31, 2020 • Filed on May 13, 2021

Organization Profile
1401 Landfall DriveWilmington, NC 28405

(910) 256-6391

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

93rd percentile

69%

Higher net margin than 93% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

59th percentile

6.8%

Faster asset growth than 59% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

96th percentile

177%

Faster revenue growth than 96% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$139,854

Up $8,963 (+6.8%) from 2019

Net Assets

$139,854

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin93rd percentile

Revenue

Up

$17,593

Up $11,239 (+177%) from 2019

Expenses

Up

$5,494

Up $4,744 (+633%) from 2019

Net Income

Up

$12,099

Up $6,495 (+116%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$200K$150K$100K$50K$0Assets 2011: $93,519Liabilities 2011: $02011Assets 2012: $98,145Liabilities 2012: $98,1452012Assets 2013: $112,805Liabilities 2013: $02013Assets 2014: $120,242Liabilities 2014: $02014Assets 2015: $103,589Liabilities 2015: $02015Assets 2019: $130,891Liabilities 2019: $02019Assets 2020: $139,854Liabilities 2020: $0Net Assets 2020: $139,8542020Assets 2021: $178,474Liabilities 2021: $0Net Assets 2021: $178,4742021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2020

Assets$139,854
Liabilities$0
Net Assets$139,854
Open 2020 Filing

Operations Trend

Revenue Growth96th percentile

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

$200K$100K$0-$100K-$200KRevenue 2011: -$2,069Expenses 2011: $6,223Net Income 2011: -$8,2922011Revenue 2012: -$3,029Expenses 2012: $7,040Net Income 2012: -$10,0692012Revenue 2013: $12,730Expenses 2013: $12,957Net Income 2013: -$2272013Revenue 2014: $24,865Expenses 2014: $17,010Net Income 2014: $7,8552014Revenue 2015: $21,893Expenses 2015: $7,803Net Income 2015: $14,0902015Revenue 2019: $6,354Expenses 2019: $750Net Income 2019: $5,6042019Revenue 2020: $17,593Expenses 2020: $5,494Net Income 2020: $12,0992020Revenue 2021: $16,262Expenses 2021: $11,085Net Income 2021: $5,1772021Revenue 2022: $3,257Expenses 2022: $178,716Net Income 2022: -$175,4592022

Highlighted filing

2020

Revenue$17,593
Expenses$5,494
Net Income$12,099
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 13, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEE A WHITEHURSTPresident-$0--
ANN D WHITEHURSTSec/Treas-$0--
Filing and Contact Details

Filer

Filer Name
The Shepherd Foundation
EIN
56-2010297
Phone
9102566391
Address
1401 LANDFALL DRIVE, WILMINGTON, NC 28405

Signing Officer

Name
Ann D Whitehurst
Title
Sec/treas
Phone
9102566391
Signed
2021-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Jeffrey J Burns CPA
Address
2727 E 21ST STREET SUITE 602, TULSA, OK 74114
Preparer
Jeffrey J Burns
Phone
9187478350
Raw XML Appendix273 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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TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX ON INVESTMENT INCOME
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ANN D WHITEHURST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SEC/TREAS
ReturnHeader/BusinessOfficerGrp/PhoneNum09102566391
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SHEPHERD FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SHEP
ReturnHeader/Filer/EIN0562010297
ReturnHeader/Filer/PhoneNum09102566391
ReturnHeader/Filer/USAddress/AddressLine1Txt01401 LANDFALL DRIVE
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028405
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0731439761
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JEFFREY J BURNS CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02727 E 21ST STREET SUITE 602
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TULSA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd074114
ReturnHeader/PreparerPersonGrp/PhoneNum09187478350
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY J BURNS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-05-13T12:19:32-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ANN D
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WHITEHURST
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$139,854
Liabilities
$0
Net assets
$139,854
Revenue
$17,593
Expenses
$5,494
Net income
$12,099
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.03$1.79$1.75
2021Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.16$0.11$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.18$0.05$0.12
2019Summary only. Only limited summary data is available for this year.$1.31$0.00$0.06$0.01$0.06
2015Summary only. Only limited summary data is available for this year.$1.04$0.00$0.22$0.08$0.14
2014Summary only. Only limited summary data is available for this year.$1.20$0.00$0.25$0.17$0.08
2013Summary only. Only limited summary data is available for this year.$1.13$0.00$0.13$0.13$0.00
2012Summary only. Only limited summary data is available for this year.$0.98$0.98$0.03$0.07$0.10
2011Summary only. Only limited summary data is available for this year.$0.94$0.00$0.02$0.06$0.08