Civic Intelligence

Shield Inc

990 • Fiscal year 2018 • EIN 62-1669293

Jul 01, 2017 to Jun 30, 2018 • Filed on May 15, 2019

2552 Poplar 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

89th percentile

0.69x

Higher debt load relative to assets than 89% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

91st percentile

1.15x

Higher debt load relative to revenue than 91% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Net Margin

49th percentile

2.9%

Higher net margin than 49% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2018

Asset Growth

26th percentile

-5.2%

Faster asset growth than 26% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

29th percentile

-5.8%

Faster revenue growth than 29% of similar nonprofits.

2018 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Down

$676,951

Down $36,892 (-5.2%) from 2017

Net Assets

Down

$208,658

Down $16,739 (-7.4%) from 2017

Liabilities

Down

$468,293

Down $20,153 (-4.1%) from 2017

Revenue

Down

$407,910

Down $24,911 (-5.8%) from 2017

Expenses

Up

$396,051

Up $7,796 (+2.0%) from 2017

Net Income

Down

$11,859

Down $32,707 (-73%) from 2017

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

2018

Assets$676,951
Liabilities$468,293
Net Assets$208,658

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

2018

Revenue$407,910
Expenses$396,051
Net Income$11,859
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 15, 2019
Return Version
2017v2.3
Gross Receipts
$434,593
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$550,325$535,654▼ $14,671
Pledges and Grants Receivable$72,707$101,814▲ $29,107
Cash and Non-Interest-Bearing Accounts$89,926$38,598▼ $51,328
Savings and Temporary Cash Investments$485$485→ $0
Prepaid Expenses and Deferred Charges$400$400→ $0
Total Assets$713,843$676,951▼ $36,892
Liabilities
Unsecured Notes Loans Payable$407,363$372,926▼ $34,437
Accounts Payable and Accrued Expenses$81,083$95,367▲ $14,284
Total Liabilities$488,446$468,293▼ $20,153
Net Assets / Fund Balance
Unrestricted Net Assets$225,397$208,658▼ $16,739
Total Net Assets Fund Balance$225,397$208,658▼ $16,739
Total Liabilities and Net Assets / Fund Balance$713,843$676,951▼ $36,892

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$419,861$365,811-
Other Land Buildings$7,500$17,500-
Land$98,468--
Equipment$9,825$44,966-
Compensation and Service Providers

Board Members and Trustees

NameTitle
Cathy WinfieldChairman
Cora BlakelyBoard Member
Fred HardemanBoard Member
Jackie WahlsBoard Member
Kathy JohnsonBoard Member
Mendy GilliardBoard Member
Sybil MitchellBoard Member
Angela PayneSecretaryTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$301,965
Program Service Revenue
$66,845
Investment Income
$8
Other Revenue
$39,092
All Other Contributions
$1,091
Change in Net Assets
$11,859
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$176,204
Salaries, Compensation, and Employee Benefits$152,979
Grants and Similar Amounts Paid$66,868
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$69,577--$69,577
Grants to Domestic Individuals$66,868--$66,868
Current Officers, Directors, Trustees, and Key Employees$31,680$21,120-$52,800
Depreciation Depletion$28,237--$28,237
Occupancy$22,755--$22,755
Other Employee Benefits$16,410$4,832-$21,242
Insurance$19,080--$19,080
Fees for Services Accounting$15,802--$15,802
Other Expenses$9,772--$9,772
Payroll Taxes$7,745$1,615-$9,360
Travel$5,950$2,400-$8,350
All Other Expenses$7,185--$7,185
Fees for Services Other$6,917--$6,917
Interest$2,101--$2,101
Office Expenses$1,360--$1,360
Fees for Services Legal$1,099--$1,099
Information Technology$180--$180
Total Functional Expenses$366,084$29,967$0$396,051
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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

Part VI Line 8A

All meetings are documented.

Part VI Line 11B

Once the 990 is complete; the preparer will distribute a draft copy to the

Part VI Line 11B

Executive Director to review with the Board Members for comments or adjustm

Part VI Line 12C

Shield interviews board members before adding to board membership.

Part VI Line 15A or B

The management compensation, Executive Director, is reviewed and approved

Part VI Line 15A or B

annually by the board of directors other officers by the BOD and ED

Part VI Line 19

Upon Request

Filing and Contact Details

Filer

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

Signing Officer

Name
Valerie Bobo
Title
Executive Director
Phone
9014549755
Signed
2019-05-15

Organization Details

Principal Officer
Valerie Bobo
Formed
2000
Legal Domicile
Tn
Voting Board Members
8
Independent Board Members
8
Employees
7
Volunteers
15
Supplemental Narrative

Additional Explanations

Part IX Line 11G

Interest Expense Total expenses - $2101.00 Program service expenses - $2101.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00

Part IX Line 11G

Storage Expense Total expenses - $4100.00 Program service expenses - $4100.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00

Part IX Line 11G

Equipment Rental Total expenses - $321.00 Program service expenses - $321.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00

Part IX Line 11G

Bank Fees Total expenses - $155.00 Program service expenses - $155.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00

Part IX Line 11G

Computer Supplies Total expenses - $240.00 Program service expenses - $240.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00

Part IX Line 24E

All Other Expenses Total expenses - $7185.00 Program service expenses - $7185.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00

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IRS990/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 service, counseling, substance abuse treatments 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
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IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt01806
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt04237
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt09318
IRS990ScheduleA/OtherIncome170Grp/TotalAmt015361
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.98921
IRS990ScheduleA/PublicSupportTotal170Amt01413925
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0403486
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0190782
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0201648
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0334968
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0283041
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01413925
IRS990ScheduleA/TotalSupportAmt01429351
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt0419861
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0365811
IRS990ScheduleD/BuildingsGrp/InvestmentCostOrOtherBasisAmt0785672
IRS990ScheduleD/DisclosedForCharitablePrpsInd0false
IRS990ScheduleD/DisclosedOrgLegCtrlInd0false
IRS990ScheduleD/EquipmentGrp/BookValueAmt09825
IRS990ScheduleD/EquipmentGrp/DepreciationAmt044966
IRS990ScheduleD/EquipmentGrp/InvestmentCostOrOtherBasisAmt054791
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0false
IRS990ScheduleD/LandGrp/BookValueAmt098468
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt098468
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt07500
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt017500
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt025000
IRS990ScheduleD/Section170hRqrStsfdInd0false
IRS990ScheduleD/SolicitedAssetsSaleInd0false
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0535654
IRS990ScheduleD/WrittenPolicyMonitoringInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt066868
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0Assistance with pymt of
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt0276
IRS990ScheduleI/Total501c3OrgCnt00
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0All meetings are documented.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Once the 990 is complete; the preparer will distribute a draft copy to the
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Executive Director to review with the Board Members for comments or adjustm
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Shield interviews board members before adding to board membership.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The management compensation, Executive Director, is reviewed and approved
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5annually by the board of directors other officers by the BOD and ED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Upon Request
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Interest Expense Total expenses - $2101.00 Program service expenses - $2101.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Storage Expense Total expenses - $4100.00 Program service expenses - $4100.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Equipment Rental Total expenses - $321.00 Program service expenses - $321.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10Bank Fees Total expenses - $155.00 Program service expenses - $155.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11Computer Supplies Total expenses - $240.00 Program service expenses - $240.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12All Other Expenses Total expenses - $7185.00 Program service expenses - $7185.00 Mgmt and general expenses - $0.00 Fundraising expenses - $0.00
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part VI Line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part VI Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part VI Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Part VI Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part VI Line 15a or b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Part VI Line 15a or b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Part VI Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Part IX Line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Part IX Line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Part IX Line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Part IX Line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Part IX Line 11g
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Part IX Line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0TN
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0713843
IRS990/TotalAssetsEOYAmt0676951
IRS990/TotalAssetsGrp/BOYAmt0713843
IRS990/TotalAssetsGrp/EOYAmt0676951
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0301965
IRS990/TotalEmployeeCnt07
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt029967
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0366084
IRS990/TotalFunctionalExpensesGrp/TotalAmt0396051
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0488446
IRS990/TotalLiabilitiesEOYAmt0468293
IRS990/TotalLiabilitiesGrp/BOYAmt0488446
IRS990/TotalLiabilitiesGrp/EOYAmt0468293
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0225397
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0208658
IRS990/TotalProgramServiceExpensesAmt0300874
IRS990/TotalProgramServiceRevenueAmt066845
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt066853
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0407910
IRS990/TotalVolunteersCnt015
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0713843
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0676951
IRS990/TravelGrp/ManagementAndGeneralAmt02400
IRS990/TravelGrp/ProgramServicesAmt05950
IRS990/TravelGrp/TotalAmt08350
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0225397
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0208658
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt0407363
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt0372926
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02552 Poplar Ave Ste 215
IRS990/USAddress/CityNm0Memphis
IRS990/USAddress/StateAbbreviationCd0TN
IRS990/USAddress/ZIPCd038112
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0www.shieldmidsouth.org
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/PersonNm0VALERIE BOBO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Executive Director
ReturnHeader/BusinessOfficerGrp/PhoneNum09014549755
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Shield Inc
ReturnHeader/Filer/BusinessNameControlTxt0SHIE
ReturnHeader/Filer/EIN0621669293
ReturnHeader/Filer/InCareOfNm0% Valerie Bobo
ReturnHeader/Filer/PhoneNum09014549755
ReturnHeader/Filer/USAddress/AddressLine1Txt02552 Poplar Ste 215
ReturnHeader/Filer/USAddress/CityNm0Memphis

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