Civic Intelligence

Shepherd Legacy Foundation

990EZ • Fiscal year 2018 • EIN 82-3553401

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 15, 2019

Organization ProfileN/A
1000 River Ranch RoadAledo, TX 76008

(580) 736-4161

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

56th percentile

0.00x

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

99th percentile

100%

Higher net margin than 99% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / Assets57th percentile

Assets

$150,619

No earlier filing loaded for comparison.

Net Assets

$150,619

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin99th percentile

Revenue

$150,100

No earlier filing loaded for comparison.

Expenses

$6

No earlier filing loaded for comparison.

Net Income

$150,094

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2018

Assets$150,619
Liabilities$0
Net Assets$150,619
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$150,100
Expenses$6
Net Income$150,094
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 15, 2019
Return Version
2018v3.1
Gross Receipts
$150,100
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 Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEREMY SHEPHERDPresident, Treasurer, Director-$0--
CALLIE SHEPHERDVice-President, Secretary, Director-$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
2019-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Ronald N Withaeger CPA Pllc
Address
8704 COUNTRY VIEW AVE, LAS VEGAS, NV 89129
Preparer
Ronald Withaeger CPA
Phone
7025252509
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: bank fees. Amount: 6.”

Raw XML Appendix141 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
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/BOYAmt0525
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0150619
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt0150100
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0150094
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0525
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0150619
IRS990EZ/GrossReceiptsAmt0150100
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0525
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0150619
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0525
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0150619
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, DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-PRESIDENT, SECRETARY, DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DIRECTOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt06
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/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0TX
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt06
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0150100
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0150100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0150100
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0150100
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0150100
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0150100
IRS990ScheduleA/TotalSupportAmt0150100
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
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: BANK FEES. AMOUNT: 6.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
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/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEREMY SHEPHERD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05807364161
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-15
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/FilingSecurityInformation/AtSubmissionCreationDeviceId04D498CA21B42EA8DD43ED0427C7DFC713FBF1356
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0673D1DCEE683597C5D89D9E7997F7A797BC0FF32
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt072.193.110.197
ReturnHeader/FilingSecurityInformation/IPDt02019-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm019:00:51
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0814898347
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RONALD N WITHAEGER CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt08704 COUNTRY VIEW AVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LAS VEGAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd089129
ReturnHeader/PreparerPersonGrp/PhoneNum07025252509
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONALD WITHAEGER CPA
ReturnHeader/ReturnTs02019-11-15T19:00:54-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$150,619
Liabilities
$0
Net assets
$150,619
Revenue
$150,100
Expenses
$6
Net income
$150,094
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
2018Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$1.50$0.00$1.50