Civic Intelligence

Shepherd Family Foundation Inc

990PF • Fiscal year 2020 • EIN 82-3725419

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 28, 2021

Organization Profile
105 Beech Slope WayCary, NC 27518

(919) 208-3946

Siviq Scores

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

Liabilities / Assets

75th percentile

0.00x

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

2020 filings • NTEE T20 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2020

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2020

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

2020 filings • NTEE T20 • <$500k nonprofits • Source year 2020

Asset Growth

36th percentile

-7.4%

Faster asset growth than 36% of similar nonprofits.

2020 filings • NTEE T20 • <$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 / Assets75th percentile

Assets

Down

$3,150

Down $250 (-7.4%) from 2019

Net Assets

$3,150

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2019

Expenses

Down

$0

Down $1,000 (-100%) from 2019

Net Income

Up

$0

Up $1,000 (+100%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$30K$20K$10K$0Assets 2019: $3,400Liabilities 2019: $02019Assets 2020: $3,150Liabilities 2020: $0Net Assets 2020: $3,1502020Assets 2021: $16,768Liabilities 2021: $0Net Assets 2021: $16,7682021Assets 2022: $27,112Liabilities 2022: $0Net Assets 2022: $27,1122022Assets 2023: $26,841Liabilities 2023: $67Net Assets 2023: $26,7742023Assets 2024: $25,361Liabilities 2024: $1,948Net Assets 2024: $23,4132024

Highlighted filing

2020

Assets$3,150
Liabilities$0
Net Assets$3,150
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$15K$10K$5.0K$0-$5.0KRevenue 2019: $0Expenses 2019: $1,000Net Income 2019: -$1,0002019Revenue 2020: $0Expenses 2020: $0Net Income 2020: $02020Revenue 2021: $14,718Expenses 2021: $1,100Net Income 2021: $13,6182021Revenue 2022: $10,700Expenses 2022: $356Net Income 2022: $10,3442022Revenue 2023: $3Expenses 2023: $341Net Income 2023: -$3382023Revenue 2024: $937Expenses 2024: $4,298Net Income 2024: -$3,3612024

Highlighted filing

2020

Revenue$0
Expenses$0
Net Income$0
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 28, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANCIS D SHEPHERDPresident/Treasurer-$0--
NANCY STACY SHEPHERDVice President-$0--
JEFFREY RYAN SHEPHERDSecretary And Director-$0--
MARK NEELY SHEPHERDDirector-$0--
BRANDON KEITH SHEPHERDDirector-$0--
Filing and Contact Details

Filer

Filer Name
Shepherd Family Foundation
EIN
82-3725419
Phone
9192083946
Address
105 BEECH SLOPE WAY, CARY, NC 27518

Signing Officer

Name
Nancy S Shepherd
Title
Vice President
Phone
9192083946
Signed
2021-09-28
Discuss with paid preparer
Yes

Preparer

Firm
Block Advisors
Address
805 SPRING FOREST RD, RALEIGH, NC 27609
Preparer
Joan Baron
Phone
9198781832
Raw XML Appendix196 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.

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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0787
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt03114
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IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0166
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0250
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0CHARITABLE CONTRIBUTION
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0NANCY S SHEPHERD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09192083946
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-09-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEPHERD FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SHEP
ReturnHeader/Filer/EIN0823725419
ReturnHeader/Filer/PhoneNum09192083946
ReturnHeader/Filer/USAddress/AddressLine1Txt0105 BEECH SLOPE WAY
ReturnHeader/Filer/USAddress/CityNm0CARY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd027518
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431871840
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Block Advisors
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0805 SPRING FOREST RD
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd027609
ReturnHeader/PreparerPersonGrp/PhoneNum09198781832
ReturnHeader/PreparerPersonGrp/PreparationDt02021-09-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Joan Baron
ReturnHeader/ReturnTs02021-09-28T18:21:41Z
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0NANCY
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 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,150
Liabilities
$0
Net assets
$3,150
Revenue
$0
Expenses
$0
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$25.4$1.95$23.4$0.94$4.30$3.36
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.8$0.07$26.8$0.00$0.34$0.34
2022Detailed filing. Detailed filing data is available for this year.$27.1$0.00$27.1$10.7$0.36$10.3
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.8$0.00$16.8$14.7$1.10$13.6
2020Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.00$0.00$0.00
2019Summary only. Only limited summary data is available for this year.$3.40$0.00$0.00$1.00$1.00
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2020 filings • <$500k nonprofits