Civic Intelligence

Shepherds of Independence Nonprofit

990 • Fiscal year 2020 • EIN 58-2641404

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

PO Box 140705Grand Rapids, MI 49514

(616) 732-6351

Siviq Scores

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

Liabilities / Assets

83rd percentile

0.49x

Higher debt load relative to assets than 83% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

86th percentile

0.65x

Higher debt load relative to revenue than 86% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Net Margin

40th percentile

1.1%

Higher net margin than 40% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

77th percentile

$70,470

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 15.3% of source-year revenue.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2020

Asset Growth

76th percentile

32%

Faster asset growth than 76% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

60th percentile

5.3%

Faster revenue growth than 60% of similar nonprofits.

2020 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Up

$616,535

Up $148,881 (+32%) from 2019

Net Assets

Up

$317,040

Up $5,233 (+1.7%) from 2019

Liabilities

Up

$299,495

Up $143,648 (+92%) from 2019

Revenue

Up

$459,159

Up $23,037 (+5.3%) from 2019

Expenses

Up

$453,926

Up $3,731 (+0.8%) from 2019

Net Income

Up

$5,233

Up $19,306 (+137%) from 2019

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $494,669Liabilities 2010: $450,244Net Assets 2010: $44,4252010Assets 2011: $525,388Liabilities 2011: $414,232Net Assets 2011: $111,1562011Assets 2012: $654,648Liabilities 2012: $425,159Net Assets 2012: $229,4892012Assets 2013: $587,976Liabilities 2013: $337,559Net Assets 2013: $250,4172013Assets 2014: $582,692Liabilities 2014: $309,994Net Assets 2014: $272,6982014Assets 2015: $564,023Liabilities 2015: $274,778Net Assets 2015: $289,2452015Assets 2016: $579,429Liabilities 2016: $254,900Net Assets 2016: $324,5292016Assets 2017: $555,233Liabilities 2017: $211,936Net Assets 2017: $343,2972017Assets 2018: $509,689Liabilities 2018: $183,809Net Assets 2018: $325,8802018Assets 2019: $467,654Liabilities 2019: $155,847Net Assets 2019: $311,8072019Assets 2020: $616,535Liabilities 2020: $299,495Net Assets 2020: $317,0402020Assets 2021: $543,787Liabilities 2021: $216,819Net Assets 2021: $326,9682021Assets 2022: $613,979Liabilities 2022: $273,742Net Assets 2022: $340,2372022Assets 2023: $576,452Liabilities 2023: $257,363Net Assets 2023: $319,0892023Assets 2024: $482,024Liabilities 2024: $257,293Net Assets 2024: $224,7312024

Highlighted filing

2020

Assets$616,535
Liabilities$299,495
Net Assets$317,040

Operations Trend

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

$800K$600K$400K$200K$0-$200KExpenses 2010: $386,7392010Expenses 2011: $372,2322011Expenses 2012: $344,4432012Revenue 2013: $417,545Expenses 2013: $396,617Net Income 2013: $20,9282013Revenue 2014: $447,866Expenses 2014: $425,585Net Income 2014: $22,2812014Revenue 2015: $409,548Expenses 2015: $393,001Net Income 2015: $16,5472015Revenue 2016: $443,672Expenses 2016: $408,388Net Income 2016: $35,2842016Revenue 2017: $435,622Expenses 2017: $416,854Net Income 2017: $18,7682017Revenue 2018: $426,072Expenses 2018: $443,489Net Income 2018: -$17,4172018Revenue 2019: $436,122Expenses 2019: $450,195Net Income 2019: -$14,0732019Revenue 2020: $459,159Expenses 2020: $453,926Net Income 2020: $5,2332020Revenue 2021: $471,589Expenses 2021: $461,661Net Income 2021: $9,9282021Revenue 2022: $496,138Expenses 2022: $482,869Net Income 2022: $13,2692022Revenue 2023: $511,814Expenses 2023: $532,960Net Income 2023: -$21,1462023Revenue 2024: $514,872Expenses 2024: $609,230Net Income 2024: -$94,3582024

Highlighted filing

2020

Revenue$459,159
Expenses$453,926
Net Income$5,233
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.0
Gross Receipts
$464,146
Mission and Program Overview

Mission

To provide shelter, plus care, that meets physical, mental spiritual and social needs, while fostering dignity and independence in an affordable, warm, home-like atmosphere, to the mentally and physically challenged, to the displaced or homeless with poverty level income.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$409,290$395,482▼ $13,808
Cash and Non-Interest-Bearing Accounts$13,951$181,878▲ $167,927
Receivables From Officers Etc$33,878$19,878▼ $14,000
Accounts Receivable$7,699$15,303▲ $7,604
Prepaid Expenses and Deferred Charges$2,732$3,994▲ $1,262
Other Notes and Loans Receivable, Net$104--
Total Assets$467,654$616,535▲ $148,881
Liabilities
Mortgage Notes Payable Secured by Investment Property$137,548$281,675▲ $144,127
Accounts Payable and Accrued Expenses$18,299$17,782▼ $517
Unsecured Notes Loans Payable-$38-
Total Liabilities$155,847$299,495▲ $143,648
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$311,807$317,040▲ $5,233
Total Net Assets Fund Balance$311,807$317,040▲ $5,233
Total Liabilities and Net Assets / Fund Balance$467,654$616,535▲ $148,881

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$125,284$269,055$394,339
Land$270,198-$270,198
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
James G MillerPresident &FT$70,470$70,470

Board Members and Trustees

NameTitle
Loretta MarinelliSecretary
John MomberVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$23,861
Program Service Revenue
$398,795
Investment Income
$0
Other Revenue
$36,503
All Other Contributions
$23,861
Change in Net Assets
$5,233
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$244,157
Other Expenses$209,769
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$129,458$25,718-$155,176
Occupancy$66,876$8,161-$75,037
Current Officers, Directors, Trustees, and Key Employees$52,853$17,617-$70,470
Insurance$27,933--$27,933
Payroll Taxes$12,738$5,773-$18,511
Depreciation Depletion$13,267$541-$13,808
Travel$4,327$4,327-$8,654
Interest$6,159--$6,159
All Other Expenses-$5,416-$5,416
Office Expenses$335$4,450-$4,785
Other Expenses$3,045$1,305-$4,350
Fees for Services Accounting-$1,396-$1,396
Total Functional Expenses$379,222$74,704$0$453,926
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Gaming Gross Income$8,041
Gaming Direct Expenses$4,987
Professional Fundraising Fees$0
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 Officers, Directors, Trustees, and Key Employees$33,878$19,878▼ $14,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
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
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, Page 6, Part VI, Line 11B

Board members are notified that the 990 is available for review by email before it gets filed.

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

Organization holds a conflict of interest policy and enforces the policy.

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

Compensation of chief operating officer is reviewed annually by board.

Form 990, Page 6, Part VI, Line 19

Governing documents are made available to the public by request.

Filing and Contact Details

Filer

Filer Name
Shepherds of Independence
EIN
58-2641404
Phone
6167326351
Address
PO BOX 140705, GRAND RAPIDS, MI 49514

Signing Officer

Name
James G Miller
Title
President & COO
Phone
6167326351
Signed
2021-11-12

Organization Details

Principal Officer
James G Miller
Formed
2001
Legal Domicile
Mi
Voting Board Members
3
Independent Board Members
2
Employees
11
Volunteers
2

Preparer

Firm
Meyaard Tolman & Venlet Pc
Address
PO BOX 320, ZEELAND, MI 49464
Preparer
Jayne E Venlet
Phone
6167721901
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

To provide shelter, plus care, that meets physical, mental spiritual and social needs, while fostering dignity and independence in an affordable, warm, home-like atmosphere, to the mentally and physically challenged, to the displaced or homeless with poverty level income.

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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/Total509Grp/CurrentTaxYearMinus1YearAmt0423763
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0408654
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0413927
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0415546
IRS990ScheduleA/Total509Grp/TotalAmt02084546
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0464146
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0435122
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0425072
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0434692
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0417578
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02176610
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/EquipmentGrp/BookValueAmt0125284
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0269055
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0394339
IRS990ScheduleD/LandGrp/BookValueAmt0270198
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt0270198
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0395482
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BalanceDueAmt019878
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/BoardOrCommitteeApprovalInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/DefaultInd0false
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanFromOrganizationInd0X
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/LoanPurposeTxt0TO PROVIDE MATERIALS FOR APPLIANCES
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/OriginalPrincipalAmt033744
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/PersonNm0REVIVAL SHOP
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/RelationshipWithOrgTxt0OWNED BY COO
IRS990ScheduleL/LoansBtwnOrgInterestedPrsnGrp/WrittenAgreementInd0false
IRS990ScheduleL/TotalBalanceDueAmt019878
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROVIDE SHELTER, PLUS CARE, THAT MEETS PHYSICAL, MENTAL SPIRITUAL AND SOCIAL NEEDS, WHILE FOSTERING DIGNITY AND INDEPENDENCE IN AN AFFORDABLE, WARM, HOME-LIKE ATMOSPHERE, TO THE MENTALLY AND PHYSICALLY CHALLENGED, TO THE DISPLACED OR HOMELESS WITH POVERTY LEVEL INCOME.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS ARE NOTIFIED THAT THE 990 IS AVAILABLE FOR REVIEW BY EMAIL BEFORE IT GETS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ORGANIZATION HOLDS A CONFLICT OF INTEREST POLICY AND ENFORCES THE POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION OF CHIEF OPERATING OFFICER IS REVIEWED ANNUALLY BY BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC BY REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MI
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0467654
IRS990/TotalAssetsEOYAmt0616535
IRS990/TotalAssetsGrp/BOYAmt0467654
IRS990/TotalAssetsGrp/EOYAmt0616535
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt023861
IRS990/TotalEmployeeCnt011
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt074704
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0379222
IRS990/TotalFunctionalExpensesGrp/TotalAmt0453926
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0155847
IRS990/TotalLiabilitiesEOYAmt0299495
IRS990/TotalLiabilitiesGrp/BOYAmt0155847
IRS990/TotalLiabilitiesGrp/EOYAmt0299495
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0311807
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0317040
IRS990/TotalProgramServiceExpensesAmt0379222
IRS990/TotalProgramServiceRevenueAmt0398795
IRS990/TotalReportableCompFromOrgAmt070470
IRS990/TotalRevenueGrp/ExclusionAmt036503
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0398795
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0459159
IRS990/TotalVolunteersCnt02
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0467654
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0616535
IRS990/TravelGrp/ManagementAndGeneralAmt04327
IRS990/TravelGrp/ProgramServicesAmt04327
IRS990/TravelGrp/TotalAmt08654
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt038
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 140705
IRS990/USAddress/CityNm0GRAND RAPIDS
IRS990/USAddress/StateAbbreviationCd0MI
IRS990/USAddress/ZIPCd049514
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt02
IRS990/WebsiteAddressTxt0HTTP://WWW.SHEPHERDSONLINE.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES G MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT & COO
ReturnHeader/BusinessOfficerGrp/PhoneNum06167326351
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEPHERDS OF INDEPENDENCE
ReturnHeader/Filer/BusinessNameControlTxt0SHEP
ReturnHeader/Filer/EIN0582641404
ReturnHeader/Filer/PhoneNum06167326351
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 140705
ReturnHeader/Filer/USAddress/CityNm0GRAND RAPIDS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd049514
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382598193
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MEYAARD TOLMAN & VENLET PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 320
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ZEELAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd049464
ReturnHeader/PreparerPersonGrp/PhoneNum06167721901
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAYNE E VENLET
ReturnHeader/ReturnTs02021-11-12T08:27:21-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MILLER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.82$2.57$2.25$5.15$6.09$0.94
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.76$2.57$3.19$5.12$5.33$0.21
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.14$2.74$3.40$4.96$4.83$0.13
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.44$2.17$3.27$4.72$4.62$0.10
2020Detailed filing. Detailed filing data is available for this year.$6.17$2.99$3.17$4.59$4.54$0.05
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.68$1.56$3.12$4.36$4.50$0.14
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.10$1.84$3.26$4.26$4.43$0.17
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.55$2.12$3.43$4.36$4.17$0.19
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.79$2.55$3.25$4.44$4.08$0.35
2015Detailed filing. Detailed filing data is available for this year.$5.64$2.75$2.89$4.10$3.93$0.17
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.83$3.10$2.73$4.48$4.26$0.22
2013Detailed filing. Detailed filing data is available for this year.$5.88$3.38$2.50$4.18$3.97$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.55$4.25$2.29$3.44
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.25$4.14$1.11$3.72
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.95$4.50$0.44$3.87