Civic Intelligence

Shepherd Legacy Foundation

EIN 82-3553401 • 501(c)3 • Aledo, TX

Profile

The charity is organized to distribute funds to other non-profits that the family determines have an important purpose in their community.

1000 River Ranch RoadAledo, TX 76008

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

55th percentile

0.0%

Faster asset growth than 55% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

3rd percentile

-100%

Faster revenue growth than 3% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets60th percentile

Assets

Flat

$150,668

Flat from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

$150,668

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Down

$0

Down $27 (-100%) from 2023

Expenses

Flat

$0

Flat from 2023

Net Income

Down

$0

Down $27 (-100%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth55th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2018: $150,619Liabilities 2018: $0Net Assets 2018: $150,6192018Assets 2019: $150,619Liabilities 2019: $0Net Assets 2019: $150,6192019Assets 2020: $150,618Liabilities 2020: $02020Assets 2021: $150,629Liabilities 2021: $0Net Assets 2021: $150,6292021Assets 2022: $150,641Liabilities 2022: $0Net Assets 2022: $150,6412022Assets 2023: $150,668Liabilities 2023: $02023Assets 2024: $150,668Liabilities 2024: $0Net Assets 2024: $150,6682024

Highlighted filing

2024

Assets$150,668
Liabilities$0
Net Assets$150,668
Open 2024 Filing

Operations Trend

Revenue Growth3rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2018: $150,100Expenses 2018: $6Net Income 2018: $150,0942018Revenue 2019: $0Expenses 2019: $0Net Income 2019: $02019Revenue 2020: $5Expenses 2020: $6Net Income 2020: -$12020Revenue 2021: $11Expenses 2021: $0Net Income 2021: $112021Revenue 2022: $12Expenses 2022: $0Net Income 2022: $122022Revenue 2023: $27Expenses 2023: $0Net Income 2023: $272023Revenue 2024: $0Expenses 2024: $0Net Income 2024: $02024

Highlighted filing

2024

Revenue$0
Expenses$0
Net Income$0
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$150,668
Liabilities
$0
Net assets
$150,668
Revenue
$0
Expenses
$0
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Summary only. Only limited summary data is available for this year.$1.51$0.00$1.51$0.00$0.00$0.00
2023Summary only. Only limited summary data is available for this year.$1.51$0.00$0.00$0.00$0.00
2022Summary only. Only limited summary data is available for this year.$1.51$0.00$1.51$0.00$0.00$0.00
2021Summary only. Only limited summary data is available for this year.$1.51$0.00$1.51$0.00$0.00$0.00
2020Summary only. Only limited summary data is available for this year.$1.51$0.00$0.00$0.00$0.00
2019Summary only. Only limited summary data is available for this year.$1.51$0.00$1.51$0.00$0.00$0.00
2018Summary only. Only limited summary data is available for this year.$1.51$0.00$1.51$1.50$0.00$1.50
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 18, 2025
Return Version
2024v5.2
Gross Receipts
$0
Mission and Program Overview

Mission

The charity is organized to distribute funds to other non-profits that the family determines have an important purpose in their community.

Program Services

DescriptionGrantsExpenses
NOT APPLICABLE$0$0
NOT APPLICABLE$0$0
NOT APPLICABLE$0$0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEREMY SHEPHERDPresident, Treasurer, Dire-$0--
CALLIE SHEPHERDVice-President, Secretary,-$0--
REBECCA RYUNDirector-$0--
Filing and Contact Details

Filer

Filer Name
Shepherd Legacy Foundation
EIN
82-3553401
Phone
5807364161
Address
1000 RIVER RANCH ROAD, ALEDO, TX 76008

Signing Officer

Name
Jeremy Shepherd
Title
Director
Phone
5807364161
Signed
2025-08-18
Discuss with paid preparer
Yes

Preparer

Firm
Ronald N Withaeger CPA Pllc
Address
9230 W SAHARA AVE, LAS VEGAS, NV 89117
Preparer
Ronald Withaeger CPA
Phone
7027332727
Raw XML Appendix135 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JEREMY SHEPHERD
IRS990EZ/BooksInCareOfDetail/PhoneNum05807364161
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01000 RIVER RANCH ROAD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ALEDO
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd076008
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0150668
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0150668
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt00
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0150668
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0150668
IRS990EZ/GrossReceiptsAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0150668
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0150668
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0150668
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0150668
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt00.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JEREMY SHEPHERD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CALLIE SHEPHERD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2REBECCA RYUN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT, TREASURER, DIRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDENT, SECRETARY,
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE CHARITY IS ORGANIZED TO DISTRIBUTE FUNDS TO OTHER NON-PROFITS THAT THE FAMILY DETERMINES HAVE AN IMPORTANT PURPOSE IN THEIR COMMUNITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NOT APPLICABLE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1NOT APPLICABLE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2NOT APPLICABLE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TX
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt00
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt00
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt025
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt012
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt011
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt05
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt053
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt02
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.96360
IRS990ScheduleA/PublicSupportPY170Pct00.96360
IRS990ScheduleA/PublicSupportTotal170Amt053
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt025
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt012
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt011
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt05
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt053
IRS990ScheduleA/TotalSupportAmt055
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEREMY SHEPHERD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05807364161
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEPHERD LEGACY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SHEP
ReturnHeader/Filer/EIN0823553401
ReturnHeader/Filer/PhoneNum05807364161
ReturnHeader/Filer/USAddress/AddressLine1Txt01000 RIVER RANCH ROAD
ReturnHeader/Filer/USAddress/CityNm0ALEDO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd076008
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814898347
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RONALD N WITHAEGER CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09230 W SAHARA AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAS VEGAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd089117
ReturnHeader/PreparerPersonGrp/PhoneNum07027332727
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONALD WITHAEGER CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-08-18T15:51:20-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)3 • <$500k nonprofits