Civic Intelligence

Shield Inc

990 • Fiscal year 2015 • EIN 62-1669293

Jul 01, 2014 to Jun 30, 2015 • Filed on Apr 18, 2017

2552 Poplar Ave Ste 215Memphis, TN 38112

(901) 454-9755

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.38x

Higher debt load relative to assets than 73% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

86th percentile

1.24x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

49th percentile

2.4%

Higher net margin than 49% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2015

Asset Growth

75th percentile

12%

Faster asset growth than 75% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

65th percentile

10%

Faster revenue growth than 65% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Up

$1,318,375

Up $141,556 (+12%) from 2014

Net Assets

Up

$819,022

Up $84,452 (+11%) from 2014

Liabilities

Up

$499,353

Up $57,104 (+13%) from 2014

Revenue

Up

$401,741

Up $37,801 (+10%) from 2014

Expenses

Up

$392,105

Up $65,737 (+20%) from 2014

Net Income

Down

$9,636

Down $27,936 (-74%) from 2014

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $1,089,969Liabilities 2011: $516,252Net Assets 2011: $573,7172011Assets 2012: $1,114,823Liabilities 2012: $498,964Net Assets 2012: $615,8592012Assets 2013: $1,146,006Liabilities 2013: $494,753Net Assets 2013: $651,2532013Assets 2014: $1,176,819Liabilities 2014: $442,249Net Assets 2014: $734,5702014Assets 2015: $1,318,375Liabilities 2015: $499,353Net Assets 2015: $819,0222015Assets 2016: $699,406Liabilities 2016: $497,175Net Assets 2016: $202,2312016Assets 2017: $713,843Liabilities 2017: $488,446Net Assets 2017: $225,3972017Assets 2018: $676,951Liabilities 2018: $468,293Net Assets 2018: $208,6582018Assets 2019: $618,930Liabilities 2019: $416,731Net Assets 2019: $202,1992019Assets 2020: $574,862Liabilities 2020: $396,693Net Assets 2020: $178,1692020Assets 2021: $667,761Liabilities 2021: $499,705Net Assets 2021: $168,0562021Assets 2022: $577,775Liabilities 2022: $456,271Net Assets 2022: $121,5042022

Highlighted filing

2015

Assets$1,318,375
Liabilities$499,353
Net Assets$819,022

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2011: $354,270Expenses 2011: $335,501Net Income 2011: $18,7692011Revenue 2012: $311,635Expenses 2012: $305,007Net Income 2012: $6,6282012Revenue 2013: $307,566Expenses 2013: $299,725Net Income 2013: $7,8412013Revenue 2014: $363,940Expenses 2014: $326,368Net Income 2014: $37,5722014Revenue 2015: $401,741Expenses 2015: $392,105Net Income 2015: $9,6362015Revenue 2016: $294,245Expenses 2016: $370,869Net Income 2016: -$76,6242016Revenue 2017: $432,821Expenses 2017: $388,255Net Income 2017: $44,5662017Revenue 2018: $407,910Expenses 2018: $396,051Net Income 2018: $11,8592018Revenue 2019: $346,863Expenses 2019: $353,322Net Income 2019: -$6,4592019Revenue 2020: $306,464Expenses 2020: $330,494Net Income 2020: -$24,0302020Revenue 2021: $378,226Expenses 2021: $387,395Net Income 2021: -$9,1692021Revenue 2022: $339,933Expenses 2022: $386,103Net Income 2022: -$46,1702022

Highlighted filing

2015

Revenue$401,741
Expenses$392,105
Net Income$9,636
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Apr 18, 2017
Return Version
2014v6.0
Gross Receipts
$401,741
Mission and Program Overview

Mission

Building Stable Lives for Persons with Emotional and Physical Challenges In the Mississippi Delta

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$880,366$905,366▲ $25,000
Pledges and Grants Receivable$254,464$329,310▲ $74,846
Cash and Non-Interest-Bearing Accounts$41,589$83,299▲ $41,710
Prepaid Expenses and Deferred Charges$400$400→ $0
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$1,176,819$1,318,375▲ $141,556
Other Assets Total$0$0→ $0
Liabilities
Unsecured Notes Loans Payable$416,077$475,017▲ $58,940
Accounts Payable and Accrued Expenses$26,172$24,336▼ $1,836
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$442,249$499,353▲ $57,104
Net Assets / Fund Balance
Unrestricted Net Assets$734,570$801,370▲ $66,800
Temporarily Rstr Net Assets$0$17,652▲ $17,652
Permanently Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$734,570$819,022▲ $84,452
Total Liabilities and Net Assets / Fund Balance$1,176,819$1,318,375▲ $141,556

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$880,366$44,999$0
Other Land Buildings$25,000$0$0
Land$0-$0
Equipment$0$0$0
Leasehold Improvements$0$0$0
Compensation and Service Providers

Board Members and Trustees

NameTitle
Cathy WinfieldChairman of the Board
Cora BlakelyOfficer
Fred HardemanOfficer
Jackie WahlsOfficer
Kathy JohnsonOfficer
Mendy GilliardOfficer
Sybil MitchellOfficer
Angela PayneSecretary Treasure
Revenue and Support

Revenue Composition

Contributions and Grants
$334,968
Program Service Revenue
$57,451
Investment Income
$4
Other Revenue
$9,318
All Other Contributions
$27,432
Change in Net Assets
$9,636
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$179,502
Salaries, Compensation, and Employee Benefits$164,866
Grants and Similar Amounts Paid$47,737
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$70,578$0$0$70,578
Current Officers, Directors, Trustees, and Key Employees$35,781$23,400$0$59,181
Grants to Domestic Individuals$47,737--$47,737
Other Employee Benefits$10,577$11,663$0$22,240
Interest$0$21,344$0$21,344
Insurance$11,020$7,231$0$18,251
Payroll Taxes$5,426$7,441$0$12,867
Occupancy$10,570$0$0$10,570
Fees for Services Accounting$0$10,193$0$10,193
Office Expenses$3,359$5,039$0$8,398
Travel$4,095$4,000$0$8,095
Other Expenses$0$6,880$0$6,880
All Other Expenses$4,938$0$0$4,938
Fees for Services Legal$1,215$0$0$1,215
Payments to Affiliates$0$1,200$0$1,200
Information Technology$550$205$0$755
Conferences and Meetings$0$515$0$515
Total Functional Expenses$263,758$128,347$0$392,105
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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

Part VI, Section B, Line 11B

Once the 990 is complete the preparer distribute a draft copy to the Director to review with the board members for comment, adjustment ad changes before filing the return

Part VI, Section B, Line 12C

The organization officers monitor and enforces compliance with the policy on a regular basis and updates annually.

Part VI, Section B, Line 15

| Name of the Person:, The process used to establish compensation of the person who served in:|, The year in which this process was last undertaken:| Valerie Bobo, Management Compensation are reviewed and approved annually by the Board of Directors, 2014| Other officers and key employees, Other officers or key employees of the organization compensation is reviewed and approved by the Executive Director and board of Directors., 2014|

Part VI, Section C, Line 19

The organization 990 is available for public review upon request and through Guide Star website.

Filing and Contact Details

Filer

Filer Name
Shield Inc
EIN
62-1669293
In Care Of
% Valerie Bobo
Phone
9014549755
Address
2552 Poplar Ave Ste 215, Memphis, TN 38112

Signing Officer

Name
Valerie Bobo
Title
Executive Director
Phone
9013152671
Signed
2017-04-18

Organization Details

Principal Officer
Valerie Bobo
Formed
2000
Legal Domicile
Tn
Voting Board Members
8
Independent Board Members
0
Employees
10
Volunteers
100
Supplemental Narrative

Additional Explanations

Part III, line 2

Provided food for low income and at risk children in rural Arkansas.

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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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IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt044999
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0880366
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0905366
IRS990/LandBldgEquipCostOrOtherBssAmt0950365
IRS990/LegalDomicileStateCd0TN
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt00
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Building Stable Lives for Persons with Emotional and Physical Challenges In the Mississippi Delta
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0734570
IRS990/NetAssetsOrFundBalancesEOYAmt0819022
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetIncomeFromGamingGrp/ExclusionAmt00
IRS990/NetIncomeFromGamingGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt00
IRS990/NetRentalIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt00
IRS990/OccupancyGrp/ManagementAndGeneralAmt00
IRS990/OccupancyGrp/ProgramServicesAmt010570
IRS990/OccupancyGrp/TotalAmt010570
IRS990/OfficeExpensesGrp/FundraisingAmt00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt05039
IRS990/OfficeExpensesGrp/ProgramServicesAmt03359
IRS990/OfficeExpensesGrp/TotalAmt08398
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt011663
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt010577
IRS990/OtherEmployeeBenefitsGrp/TotalAmt022240
IRS990/OtherExpensesGrp/Desc0Supplies,Repairs, Maintenance
IRS990/OtherExpensesGrp/Desc1Management and other miscellaneous
IRS990/OtherExpensesGrp/Desc2Building Renovation
IRS990/OtherExpensesGrp/Desc3other expenses
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt10
IRS990/OtherExpensesGrp/FundraisingAmt20
IRS990/OtherExpensesGrp/FundraisingAmt30
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt129236
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt20
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt36880
IRS990/OtherExpensesGrp/ProgramServicesAmt038662
IRS990/OtherExpensesGrp/ProgramServicesAmt10
IRS990/OtherExpensesGrp/ProgramServicesAmt219250
IRS990/OtherExpensesGrp/ProgramServicesAmt30
IRS990/OtherExpensesGrp/TotalAmt038662
IRS990/OtherExpensesGrp/TotalAmt129236
IRS990/OtherExpensesGrp/TotalAmt219250
IRS990/OtherExpensesGrp/TotalAmt36880
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0522100
IRS990/OtherRevenueMiscGrp/Desc0Depository credit intermediation (including commercial banking, savings institutions, credit unions)
IRS990/OtherRevenueMiscGrp/ExclusionAmt00
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt09318
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt09318
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt00
IRS990/OtherRevenueTotalAmt09318
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt00
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt00
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt070578
IRS990/OtherSalariesAndWagesGrp/TotalAmt070578
IRS990/OtherWebsiteInd0X
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/FundraisingAmt00
IRS990/PaymentsToAffiliatesGrp/ManagementAndGeneralAmt01200
IRS990/PaymentsToAffiliatesGrp/ProgramServicesAmt00
IRS990/PaymentsToAffiliatesGrp/TotalAmt01200
IRS990/PayrollTaxesGrp/FundraisingAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt07441
IRS990/PayrollTaxesGrp/ProgramServicesAmt05426
IRS990/PayrollTaxesGrp/TotalAmt012867
IRS990/PensionPlanContributionsGrp/FundraisingAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt00
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt00
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0254464
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0329310
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0400
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0400
IRS990/PrincipalOfficerNm0Valerie Bobo
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0624200
IRS990/ProgramServiceRevenueGrp/Desc0Community food and housing, and emergency and other relief services
IRS990/ProgramServiceRevenueGrp/ExclusionAmt00
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt057451
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt057451
IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/ProgSrvcAccomActy2Grp/Desc0Provide permanent housing for chronically homeless, mentally ill, and dual diagnosed individuals and veterans.We also provide outreach to homeless individuals on the street and case management for homeless individuals in our permanent housing program. There are units set aside for the very low income individuals and families with/or without disabilities. All individuals are linked to community resources such as mental health service, counseling, substance abuse treatment and mainstream resources such as food stamps, SSI, social security, Tenncare, employment, utility assistance, and many more. Since year 2000 SHIELD, INC. has served over 10,000 men, women and children.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt090481
IRS990/ProgSrvcAccomActy2Grp/GrantAmt00
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt00
IRS990/ProgSrvcAccomActy3Grp/Desc0Provided Case Management for homeless families and homeless individuals.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt032768
IRS990/ProgSrvcAccomActy3Grp/GrantAmt00
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/Desc0Provided summer meals for low-income, at-risk children in rural Elaine,AR.
IRS990/ProgSrvcAccomActyOtherGrp/Desc1Provides four temporary emergency shelter units for non traditional families that are typically not accepted into normal emergency shelters. The non-traditional families consist of husband and wives with children, males with children, and parent(s) with males 11 years of age and older. SHIELD, INC. provides emergency shelter to families for 30 to 60 days. Families are expected to actively look for employment and housing. Once employment is obtained, families are linked to transitional and permanent housing. SHIELD, INC. also host a Christmas toy give-a-way every year for all of the homeless families served throughout the year. SHIELD, INC. serves up to 60 families per year.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt026821
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt122155
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt00
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt10
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt00
IRS990/ProgSrvcAccomActyOtherGrp/RevenueAmt10
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0283041
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt075746
IRS990/PYInvestmentIncomeAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/FundraisingAmt00
IRS990/PymtTravelEntrtnmntPubOfclGrp/ManagementAndGeneralAmt00

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