Civic Intelligence

Shepherds Fold Inc.

990 • Fiscal year 2022 • EIN 63-0925428

Jan 01, 2022 to Dec 31, 2022 • Filed on Jun 08, 2023

507 Whitmore DriveBirmingham, AL 35221

(205) 780-6211

Siviq Scores

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

Liabilities / Assets

84th percentile

0.38x

Higher debt load relative to assets than 84% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Liabilities / Revenue

84th percentile

0.42x

Higher debt load relative to revenue than 84% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Net Margin

44th percentile

3.3%

Higher net margin than 44% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2022 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2022

Asset Growth

67th percentile

12%

Faster asset growth than 67% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

59th percentile

17%

Faster revenue growth than 59% of similar nonprofits.

2022 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Assets

Up

$569,210

Up $62,265 (+12%) from 2021

Net Assets

Up

$351,001

Up $18,333 (+5.5%) from 2021

Liabilities

Up

$218,209

Up $43,932 (+25%) from 2021

Revenue

Up

$513,596

Up $73,632 (+17%) from 2021

Expenses

Up

$496,499

Up $18,445 (+3.9%) from 2021

Net Income

Up

$17,097

Up $55,187 (+145%) from 2021

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2012: $174,958Liabilities 2012: $39,775Net Assets 2012: $135,1832012Assets 2013: $123,327Liabilities 2013: $32,773Net Assets 2013: $90,5542013Assets 2014: $107,654Liabilities 2014: $26,4132014Assets 2015: $114,400Liabilities 2015: $21,145Net Assets 2015: $93,2552015Assets 2016: $270,036Liabilities 2016: $14,660Net Assets 2016: $255,3762016Assets 2017: $582,959Liabilities 2017: $179,561Net Assets 2017: $403,3982017Assets 2018: $596,480Liabilities 2018: $184,426Net Assets 2018: $412,0542018Assets 2019: $602,957Liabilities 2019: $175,419Net Assets 2019: $427,5382019Assets 2020: $524,530Liabilities 2020: $153,772Net Assets 2020: $370,7582020Assets 2021: $506,945Liabilities 2021: $174,277Net Assets 2021: $332,6682021Assets 2022: $569,210Liabilities 2022: $218,209Net Assets 2022: $351,0012022Assets 2023: $618,463Liabilities 2023: $305,060Net Assets 2023: $313,4032023Assets 2024: $551,576Liabilities 2024: $298,711Net Assets 2024: $252,8652024

Highlighted filing

2022

Assets$569,210
Liabilities$218,209
Net Assets$351,001

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2012: $166,317Expenses 2012: $193,751Net Income 2012: -$27,4342012Revenue 2013: $128,296Expenses 2013: $172,925Net Income 2013: -$44,6292013Revenue 2014: $162,308Expenses 2014: $171,621Net Income 2014: -$9,3132014Revenue 2015: $218,203Expenses 2015: $206,189Net Income 2015: $12,0142015Revenue 2016: $386,489Expenses 2016: $224,368Net Income 2016: $162,1212016Revenue 2017: $435,538Expenses 2017: $287,516Net Income 2017: $148,0222017Revenue 2018: $462,564Expenses 2018: $453,908Net Income 2018: $8,6562018Revenue 2019: $472,403Expenses 2019: $456,919Net Income 2019: $15,4842019Revenue 2020: $379,028Expenses 2020: $435,808Net Income 2020: -$56,7802020Revenue 2021: $439,964Expenses 2021: $478,054Net Income 2021: -$38,0902021Revenue 2022: $513,596Expenses 2022: $496,499Net Income 2022: $17,0972022Revenue 2023: $532,296Expenses 2023: $569,894Net Income 2023: -$37,5982023Revenue 2024: $434,267Expenses 2024: $494,805Net Income 2024: -$60,5382024

Highlighted filing

2022

Revenue$513,596
Expenses$496,499
Net Income$17,097
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jun 8, 2023
Return Version
2022v5.0
Gross Receipts
$528,781
Mission and Program Overview

Mission

Providing shelter, clothing, job counseling, and guidance for individuals re-entering society from prison.

To equip individuals released from prison or jail to make genuine life transformation, from the inside out, and to redirect their lives to become a contributing member of society.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$449,782$412,992▼ $36,790
Cash and Non-Interest-Bearing Accounts$104,343$155,010▲ $50,667
Other Notes and Loans Receivable, Net$1,208$838▼ $370
Total Assets$555,333$569,210▲ $13,877
Other Assets Total-$370-
Liabilities
Mortgage Notes Payable Secured by Investment Property$203,234$208,833▲ $5,599
Accounts Payable and Accrued Expenses$18,195$9,376▼ $8,819
Total Liabilities$221,429$218,209▼ $3,220
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$333,904$351,001▲ $17,097
Total Net Assets Fund Balance$333,904$351,001▲ $17,097
Total Liabilities and Net Assets / Fund Balance$555,333$569,210▲ $13,877

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$392,992$242,677$635,669
Land$20,000-$20,000
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jerry MagersBoard Member
Jim SchilleciBoard Member
John GreeneBoard Member
Mike FliegelBoard Member
Richard DewberryBoard Member
Rick HudsonBoard Member
Thomas L GunterBoard Member
Tom MullinsBoard Member
Ron RichardsonBd Member
Jack HausenExecutive Di
Steve DriggersVP,sec,bd Me
Revenue and Support

Revenue Composition

Contributions and Grants
$183,778
Program Service Revenue
$272,320
Investment Income
$0
Other Revenue
$57,498
All Other Contributions
$183,778
Change in Net Assets
$17,097
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$410,594
Salaries, Compensation, and Employee Benefits$85,905
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Occupancy$116,889$9,234-$126,123
Other Salaries and Wages$47,880$31,920-$79,800
Depreciation Depletion$38,298--$38,298
Fees for Services Management$3,500$31,500-$35,000
Insurance$23,143$2,571-$25,714
Fees for Services Accounting-$24,960-$24,960
All Other Expenses$11,012$1,141-$12,153
Office Expenses-$12,081-$12,081
Interest$5,844$649-$6,493
Payroll Taxes$3,663$2,442-$6,105
Other Expenses$3,038$3,039-$6,077
Conferences and Meetings-$3,303-$3,303
Advertising-$1,987-$1,987
Total Functional Expenses$367,933$128,566$0$496,499
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$72,683
Fundraising Direct Expenses$15,185
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Banquet$72,683$72,683-$72,683
Total Events$72,683$72,683$15,185$57,498
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
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
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 11B

Form 990 was submitted to board members at a monthly board meeting and reviewed before filing the document with the irs.

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

Compensation is reviewed and voted on by the board of shepherd's fold, inc at a regularily scheduled monthly board meeting.

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

Hiring and compensation packages are voted on by the board at regularily scheduled monthly board meetings of shepherds fold, inc.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Shepherds Fold Inc
EIN
63-0925428
Phone
2057806211
Address
507 WHITMORE DRIVE, BIRMINGHAM, AL 35221

Signing Officer

Name
Thomas L Gunter
Title
Board Member, Treas
Phone
2057806211
Signed
2023-06-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tom Mullins
Formed
1986
Legal Domicile
Al
Voting Board Members
11
Independent Board Members
11
Employees
3

Preparer

Firm
Cameron Travis & Company Pc
Address
2109 DEVEREUX CIR, BIRMINGHAM, AL 35243
Preparer
W Gerald Travis
Phone
2059670101
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

To provide shelter, job counseling, guidance to individuals recently released from prison.

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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/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt0126634
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt0151149
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0796760
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0183577
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0268921
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0307913
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0760413
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearAmt0345003
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus1YearAmt063153
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus2YearsAmt0231593
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus3YearsAmt011620
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/CurrentTaxYearMinus4YearsAmt016660
IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt0668029
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IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt039305
IRS990ScheduleA/InvestmentIncomeCYPct00.02000
IRS990ScheduleA/InvestmentIncomePYPct00.02000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.97530
IRS990ScheduleA/PublicSupportPY509Pct00.95660
IRS990ScheduleA/PublicSupportTotal509Amt02208495
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt011000
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt016707
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt0528781
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt0412863
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt0400661
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt0407175
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt0475722
IRS990ScheduleA/Total509Grp/TotalAmt02225202
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt0528781
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt0412863
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt0439964
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt0407175
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt0475724
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt02264507
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/LandGrp/BookValueAmt020000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt020000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0392992
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0242677
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0635669
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0412992
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt015185
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0BANQUET
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt015185
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt015185
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt072683
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt072683
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt072683
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt072683
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt057498
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0RENT EXPENSE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0BOARD MEMBER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0LEASE OF FACILITY
IRS990ScheduleL/SupplementalInformationDetail/ExplanationTxt0THE BOARD LEASES AN APARTMENT FACILITY FROM A BOARD MEMBER WHICH IS USED A HOUSING FOR FORMER MEN WHO HAVE GRADUATED FROM THE SHEPHERDS FOLD PROGRAM. THESE MEN PAY RENT BACK TO SHEPHERDS FOLD, AND IT IS A NET GAIN FOR THIS ORGANIZATION.
IRS990ScheduleL/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE L, PART V
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TO PROVIDE SHELTER, JOB COUNSELING, GUIDANCE TO INDIVIDUALS RECENTLY RELEASED FROM PRISON.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 WAS SUBMITTED TO BOARD MEMBERS AT A MONTHLY BOARD MEETING AND REVIEWED BEFORE FILING THE DOCUMENT WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION IS REVIEWED AND VOTED ON BY THE BOARD OF SHEPHERD'S FOLD, INC AT A REGULARILY SCHEDULED MONTHLY BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3HIRING AND COMPENSATION PACKAGES ARE VOTED ON BY THE BOARD AT REGULARILY SCHEDULED MONTHLY BOARD MEETINGS OF SHEPHERDS FOLD, INC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4NO DOCUMENTS AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0AL
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt0569210
IRS990/TotalAssetsGrp/BOYAmt0555333
IRS990/TotalAssetsGrp/EOYAmt0569210
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0183778
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0128566
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0367933
IRS990/TotalFunctionalExpensesGrp/TotalAmt0496499
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0221429
IRS990/TotalLiabilitiesEOYAmt0218209
IRS990/TotalLiabilitiesGrp/BOYAmt0221429
IRS990/TotalLiabilitiesGrp/EOYAmt0218209
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0333904
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0351001
IRS990/TotalProgramServiceExpensesAmt0367933
IRS990/TotalProgramServiceRevenueAmt0272320
IRS990/TotalRevenueGrp/ExclusionAmt0329818
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0513596
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0555333
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0569210
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0507 WHITMORE DR
IRS990/USAddress/CityNm0BIRMINGHAM
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd035221
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0SFALABAMA.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS L GUNTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD MEMBER, TREAS
ReturnHeader/BusinessOfficerGrp/PhoneNum02057806211
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-06-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEPHERDS FOLD INC
ReturnHeader/Filer/BusinessNameControlTxt0SHEP

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.52$2.99$2.53$4.34$4.95$0.61
2023Detailed filing. Detailed filing data is available for this year.$6.18$3.05$3.13$5.32$5.70$0.38
2022Detailed filing. Detailed filing data is available for this year.$5.69$2.18$3.51$5.14$4.96$0.17
2021Detailed filing. Detailed filing data is available for this year.$5.07$1.74$3.33$4.40$4.78$0.38
2020Summary only. Only limited summary data is available for this year.$5.25$1.54$3.71$3.79$4.36$0.57
2019Summary only. Only limited summary data is available for this year.$6.03$1.75$4.28$4.72$4.57$0.15
2018Summary only. Only limited summary data is available for this year.$5.96$1.84$4.12$4.63$4.54$0.09
2017Summary only. Only limited summary data is available for this year.$5.83$1.80$4.03$4.36$2.88$1.48
2016Summary only. Only limited summary data is available for this year.$2.70$0.15$2.55$3.86$2.24$1.62
2015Summary only. Only limited summary data is available for this year.$1.14$0.21$0.93$2.18$2.06$0.12
2014Summary only. Only limited summary data is available for this year.$1.08$0.26$1.62$1.72$0.09
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.23$0.33$0.91$1.28$1.73$0.45
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.75$0.40$1.35$1.66$1.94$0.27