Civic Intelligence

Shepherd Legacy Foundation

990EZ • Fiscal year 2020 • EIN 82-3553401

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

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

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

22nd percentile

-20%

Higher net margin than 22% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

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.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

42nd percentile

-0.0%

Faster asset growth than 42% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Flat

$150,618

Flat from 2020

Net Assets

$150,618

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin22nd percentile

Revenue

Flat

$5

Flat from 2020

Expenses

Flat

$6

Flat from 2020

Net Income

Flat

-$1

Flat from 2020

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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: $0Net Assets 2020: $150,6182020Assets 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

2020

Assets$150,618
Liabilities$0
Net Assets$150,618
Open 2020 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 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

2020

Revenue$5
Expenses$6
Net Income-$1
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Gross Receipts
$5
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, 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
2021-11-15
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
Supplemental Narrative

Additional Explanations

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

“Description: bank fees. Amount: 6.”

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
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/BOYAmt0150619
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0150618
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/ContributionsGiftsGrantsEtcAmt05
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-1
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0150619
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0150618
IRS990EZ/GrossReceiptsAmt05
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0150619
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0150618
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0150619
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0150618
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/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/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/TotalExpensesAmt06
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt05
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt05
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0150100
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0150105
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct01.00000
IRS990ScheduleA/PublicSupportTotal170Amt0150105
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt05
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0150100
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0150105
IRS990ScheduleA/TotalSupportAmt0150105
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JEREMY SHEPHERD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05807364161
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
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/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/PreparationDt02021-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RONALD WITHAEGER CPA
ReturnHeader/ReturnTs02021-11-15T17:04:45-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JEREMY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SHEPHERD
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$150,618
Liabilities
$0
Net assets
$150,618
Revenue
$5
Expenses
$6
Net income
-$1
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
2020Detailed filing. Detailed filing 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