Civic Intelligence

Secured Alliance

EIN 82-4760735 • 501(c)3 • Phoenix, AZ

Profile

To provide strategic leadership, infrastructure and office support for affiliate organization.

9633 S 48th Street 290Phoenix, AZ 85044

www.securedalliance.org

Siviq Scores

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

Liabilities / Assets

90th percentile

0.77x

Higher debt load relative to assets than 90% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

82nd percentile

0.59x

Higher debt load relative to revenue than 82% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

45th percentile

2.3%

Higher net margin than 45% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

89th percentile

46%

Faster asset growth than 89% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

65th percentile

17%

Faster revenue growth than 65% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets90th percentile

Assets

Up

$3,727,457

Up $1,168,841 (+46%) from 2023

Liabilities

Up

$2,854,378

Up $1,058,551 (+59%) from 2023

Net Assets

Up

$873,079

Up $110,290 (+14%) from 2023

Operations
Liabilities / Revenue82nd percentileNet Margin45th percentile

Revenue

Up

$4,862,794

Up $708,628 (+17%) from 2023

Expenses

Down

$4,752,504

Down $66,937 (-1.4%) from 2023

Net Income

Up

$110,290

Up $775,565 (+117%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth89th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2018: $1,102,724Liabilities 2018: $611,496Net Assets 2018: $491,2282018Assets 2019: $1,101,300Liabilities 2019: $793,654Net Assets 2019: $307,6462019Assets 2020: $1,935,286Liabilities 2020: $1,484,988Net Assets 2020: $450,2982020Assets 2021: $1,583,402Liabilities 2021: $273,929Net Assets 2021: $1,309,4732021Assets 2022: $1,844,821Liabilities 2022: $416,757Net Assets 2022: $1,428,0642022Assets 2023: $2,558,616Liabilities 2023: $1,795,827Net Assets 2023: $762,7892023Assets 2024: $3,727,457Liabilities 2024: $2,854,378Net Assets 2024: $873,0792024

Highlighted filing

2024

Assets$3,727,457
Liabilities$2,854,378
Net Assets$873,079
Open 2024 Filing

Operations Trend

Revenue Growth65th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2018: $3,227,239Expenses 2018: $2,799,558Net Income 2018: $427,6812018Revenue 2019: $4,483,848Expenses 2019: $4,676,174Net Income 2019: -$192,3262019Revenue 2020: $4,126,913Expenses 2020: $3,981,821Net Income 2020: $145,0922020Revenue 2021: $4,553,644Expenses 2021: $3,700,142Net Income 2021: $853,5022021Revenue 2022: $3,923,450Expenses 2022: $3,804,973Net Income 2022: $118,4772022Revenue 2023: $4,154,166Expenses 2023: $4,819,441Net Income 2023: -$665,2752023Revenue 2024: $4,862,794Expenses 2024: $4,752,504Net Income 2024: $110,2902024

Highlighted filing

2024

Revenue$4,862,794
Expenses$4,752,504
Net Income$110,290
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$3,727,457
Liabilities
$2,854,378
Net assets
$873,079
Revenue
$4,862,794
Expenses
$4,752,504
Net income
$110,290
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.73$2.85$0.87$4.86$4.75$0.11
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.56$1.80$0.76$4.15$4.82$0.67
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.84$0.42$1.43$3.92$3.80$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.58$0.27$1.31$4.55$3.70$0.85
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.94$1.48$0.45$4.13$3.98$0.15
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.10$0.79$0.31$4.48$4.68$0.19
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.61$0.49$3.23$2.80$0.43
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$3,923,450
Mission and Program Overview

Mission

To provide strategic leadership, infrastructure and office support for affiliate organization.

Professional support for conservatorship, guardianship, and trusteeship services

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$1,379,247$1,724,249▲ $345,002
Land, Buildings, and Equipment, Net$102,746$78,491▼ $24,255
Prepaid Expenses and Deferred Charges$38,118$21,709▼ $16,409
Cash and Non-Interest-Bearing Accounts$63,291$20,372▼ $42,919
Total Assets$1,583,402$1,844,821▲ $261,419
Liabilities
Accounts Payable and Accrued Expenses$226,489$264,487▲ $37,998
Unsecured Notes Loans Payable$0$152,270▲ $152,270
Other Liabilities$47,440$0▼ $47,440
Total Liabilities$273,929$416,757▲ $142,828
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,309,473$1,428,064▲ $118,591
Total Net Assets Fund Balance$1,309,473$1,428,064▲ $118,591
Total Liabilities and Net Assets / Fund Balance$1,583,402$1,844,821▲ $261,419

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$25,952$162,476$188,428
Leasehold Improvements$52,539$13,614$66,153
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tom AvramisSpecial MemberFT$126,289$98,096$224,385
Joanne BrasbergerCFOFT$112,115$10,613$122,728
Charnise MothershedCOOFT$103,885$10,613$114,498
Nathan SchnackenbergCEOFT$66,635$4,422$71,057

Board Members and Trustees

NameTitle
David JohnsonChairman
Karin CrosbyBoard Member
Margaret BarryBoard Member
Reuben HelickBoard Member
Trevor PattersonBoard Member

Highest Paid Contractors

ContractorServicesLocationCompensation
48 Piedmont Place LLCRent4414 N CIVIC CENTER PLAZA STE 100, Scottsdale, AZ 85251$202,014
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,810,831
Investment Income
$41,819
Other Revenue
$70,800
Change in Net Assets
$118,477
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,714,867
Other Expenses$1,090,106
Total Fundraising Expense$478,049
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,250,369$164,523$230,331$1,645,223
Current Officers, Directors, Trustees, and Key Employees$404,827$53,267$74,575$532,669
Other Employee Benefits$194,566$25,600$35,841$256,007
Occupancy$159,053$20,928$29,299$209,280
Information Technology$178,258--$178,258
Payroll Taxes$123,850$16,296$22,814$162,960
Pension Plan Contributions$89,686$11,801$16,521$118,008
Travel$87,296$7,398$19,892$114,586
Office Expenses$91,063$7,988$11,184$110,235
Fees for Services Other$50,741$30,109$4,125$84,975
Other Expenses$25,178$3,266$4,572$33,016
Advertising$20,965-$8,985$29,950
Fees for Services Legal-$29,734-$29,734
Insurance$12,205$10,078$2,248$24,531
Depreciation Depletion-$23,932-$23,932
Conferences and Meetings$4,791--$4,791
Fees for Services Accounting-$3,575-$3,575
Interest$2,270--$2,270
Total Functional Expenses$2,905,857$421,067$478,049$3,804,973
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
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
No
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, Part VI, Section B, Line 11B

“The form 990 is reviewed for completeness and accuracy by the board of directors. Approval of the form 990 is documented in the minutes.”

Form 990, Part VI, Section B, Line 12C

“Each employee and director completes a disclosure statement annually and updates it if changes occur. Disclosure statements are filed with the president who brings potential conflicts to the attention to the board of trustees. The board of trustees determines whether a conflict exist and is material, and is in presence of an existing material conflict, whether a contemplated transaction may be authorized as just, fair, and reasonable to the good shepherd fund. The decision of the board of trustees on these matters rests in their sole discretion, and their concern is the welfare of the good shepherd fund and the advancement of its purpose.”

Form 990, Part VI, Section B, Line 15

“The compensation of officers and key employees is based on comparable market rates in the organization's geographical area and are approved by the board of trustees.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy, and financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Secured Alliance
EIN
82-4760735
Phone
6028577055
Address
9633 S 48TH STREET 290, PHOENIX, AZ 85044

Signing Officer

Name
Nate Schnackenberg
Title
CFO
Phone
6028577055
Signed
2023-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nate Schnackenberg
Formed
2018
Legal Domicile
Az
Voting Board Members
7
Independent Board Members
7
Employees
40
Volunteers
5

Preparer

Firm
Petrinovich Pugh & Company Llp
Address
333 WEST SANTA CLARA ST 800, SAN JOSE, CA 95113-1716
Preparer
Edward a Davis
Phone
4082877911
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The organization did not change either its oversight process or its selection process during the tax year.”

Raw XML AppendixShowing 400 of 560 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0226489
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0264487
IRS990/AccountsReceivableGrp/BOYAmt01379247
IRS990/AccountsReceivableGrp/EOYAmt01724249
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROFESSIONAL SUPPORT FOR CONSERVATORSHIP, GUARDIANSHIP, AND TRUSTEESHIP SERVICES
IRS990/AdvertisingGrp/FundraisingAmt08985
IRS990/AdvertisingGrp/ProgramServicesAmt020965
IRS990/AdvertisingGrp/TotalAmt029950
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BEN RUMNEY
IRS990/BooksInCareOfDetail/PhoneNum06028577055
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt09633 S 48TH STREET 290
IRS990/BooksInCareOfDetail/USAddress/CityNm0PHOENIX
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990/BooksInCareOfDetail/USAddress/ZIPCd085044
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt063291
IRS990/CashNonInterestBearingGrp/EOYAmt020372
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt074575
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt053267
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0404827
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0532669
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt04791
IRS990/ConferencesMeetingsGrp/TotalAmt04791
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0202014
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt04414 N CIVIC CENTER PLAZA STE 100
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0SCOTTSDALE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0AZ
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd085251
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt048 PIEDMONT PLACE LLC
IRS990/ContractorCompensationGrp/ServicesDesc0RENT
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt041819
IRS990/CYOtherExpensesAmt01090106
IRS990/CYOtherRevenueAmt070800
IRS990/CYProgramServiceRevenueAmt03810831
IRS990/CYRevenuesLessExpensesAmt0118477
IRS990/CYSalariesCompEmpBnftPaidAmt02714867
IRS990/CYTotalExpensesAmt03804973
IRS990/CYTotalFundraisingExpenseAmt0478049
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03923450
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt023932
IRS990/DepreciationDepletionGrp/TotalAmt023932
IRS990/Desc0TO PROVIDE SUPPORTING SERVICES TO AFFILIATES AND STREAMLINE SERVICE DELIVERY OF AFFILIATE ORGANIZATIONS TO MAXIMIZE COMMUNITY IMPACT.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt040
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt02905857
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt03575
IRS990/FeesForServicesAccountingGrp/TotalAmt03575
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt029734
IRS990/FeesForServicesLegalGrp/TotalAmt029734
IRS990/FeesForServicesOtherGrp/FundraisingAmt04125
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt030109
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt050741
IRS990/FeesForServicesOtherGrp/TotalAmt084975
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt23.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt33.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt43.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt53.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt640.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt740.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt840.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt023096
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt610613
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt710613
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt810613
IRS990/Form990PartVIISectionAGrp/PersonNm0TOM AVRAMIS
IRS990/Form990PartVIISectionAGrp/PersonNm1DAVID JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm2TREVOR PATTERSON
IRS990/Form990PartVIISectionAGrp/PersonNm3REUBEN HELICK
IRS990/Form990PartVIISectionAGrp/PersonNm4KARIN CROSBY
IRS990/Form990PartVIISectionAGrp/PersonNm5MARGARET BARRY
IRS990/Form990PartVIISectionAGrp/PersonNm6JOANNE BRASBERGER
IRS990/Form990PartVIISectionAGrp/PersonNm7NATHAN SCHNACKENBERG
IRS990/Form990PartVIISectionAGrp/PersonNm8CHARNISE MOTHERSHED
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0201289
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6112115
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt766635
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8103885
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt7108492
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0SPECIAL MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt7CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt8COO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02018
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt03923450
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt03
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt0178258
IRS990/InformationTechnologyGrp/TotalAmt0178258
IRS990/InsuranceGrp/FundraisingAmt02248
IRS990/InsuranceGrp/ManagementAndGeneralAmt010078
IRS990/InsuranceGrp/ProgramServicesAmt012205
IRS990/InsuranceGrp/TotalAmt024531
IRS990/InterestGrp/ProgramServicesAmt02270
IRS990/InterestGrp/TotalAmt02270
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt041819
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt041819
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0176090
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0102746
IRS990/LandBldgEquipBasisNetGrp/EOYAmt078491
IRS990/LandBldgEquipCostOrOtherBssAmt0254581
IRS990/LegalDomicileStateCd0AZ
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE STRATEGIC LEADERSHIP, INFRASTRUCTURE AND OFFICE SUPPORT FOR AFFILIATE ORGANIZATION.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01309473
IRS990/NetAssetsOrFundBalancesEOYAmt01428064
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01309473
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01428064
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt029299
IRS990/OccupancyGrp/ManagementAndGeneralAmt020928
IRS990/OccupancyGrp/ProgramServicesAmt0159053
IRS990/OccupancyGrp/TotalAmt0209280
IRS990/OfficeExpensesGrp/FundraisingAmt011184
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07988
IRS990/OfficeExpensesGrp/ProgramServicesAmt091063
IRS990/OfficeExpensesGrp/TotalAmt0110235
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt035841
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt025600
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0194566
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0256007
IRS990/OtherExpensesGrp/Desc0OTHER
IRS990/OtherExpensesGrp/Desc1DATA STORAGE
IRS990/OtherExpensesGrp/Desc2DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3GENERAL & ADMINISTRATIV
IRS990/OtherExpensesGrp/FundraisingAmt010229
IRS990/OtherExpensesGrp/FundraisingAmt17433
IRS990/OtherExpensesGrp/FundraisingAmt24572
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07263
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt15309
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt23266
IRS990/OtherExpensesGrp/ProgramServicesAmt087731
IRS990/OtherExpensesGrp/ProgramServicesAmt182655
IRS990/OtherExpensesGrp/ProgramServicesAmt240353
IRS990/OtherExpensesGrp/ProgramServicesAmt325178
IRS990/OtherExpensesGrp/TotalAmt0105223
IRS990/OtherExpensesGrp/TotalAmt182655
IRS990/OtherExpensesGrp/TotalAmt253095
IRS990/OtherExpensesGrp/TotalAmt333016
IRS990/OtherLiabilitiesGrp/BOYAmt047440
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0561000
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt070800
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt070800
IRS990/OtherRevenueTotalAmt070800
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0230331
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0164523
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01250369
IRS990/OtherSalariesAndWagesGrp/TotalAmt01645223
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt022814
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt016296
IRS990/PayrollTaxesGrp/ProgramServicesAmt0123850
IRS990/PayrollTaxesGrp/TotalAmt0162960
IRS990/PensionPlanContributionsGrp/FundraisingAmt016521
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt011801
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt089686
IRS990/PensionPlanContributionsGrp/TotalAmt0118008
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt038118
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt021709
IRS990/PrincipalOfficerNm0NATE SCHNACKENBERG
IRS990/PriorPeriodAdjustmentsAmt0114
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0561000
IRS990/ProgramServiceRevenueGrp/BusinessCd1561000
IRS990/ProgramServiceRevenueGrp/Desc0MANAGEMENT SERVICES
IRS990/ProgramServiceRevenueGrp/Desc1FEES FOR SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03144803
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1666028
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03144803
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1666028
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0670227
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt06386
IRS990/PYOtherExpensesAmt0882886
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt03877031
IRS990/PYRevenuesLessExpensesAmt0853502
IRS990/PYSalariesCompEmpBnftPaidAmt02817256
IRS990/PYTotalExpensesAmt03700142
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04553644
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0118477
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt03923450
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0237093399
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0THE GOOD SHEPHERD FUND
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt025952
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0162476
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0188428
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt052539
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt013614
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt066153
IRS990ScheduleD/TotalBookValueLandBuildingsAmt078491
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0126289
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt166635
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1108492
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt023096
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt14422
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt16191
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt075000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0TOM AVRAMIS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1NATHAN SCHNACKENBERG
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0SPECIAL MEMBER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1CEO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0224385
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt171057
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1114683
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED FOR COMPLETENESS AND ACCURACY BY THE BOARD OF DIRECTORS. APPROVAL OF THE FORM 990 IS DOCUMENTED IN THE MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH EMPLOYEE AND DIRECTOR COMPLETES A DISCLOSURE STATEMENT ANNUALLY AND UPDATES IT IF CHANGES OCCUR. DISCLOSURE STATEMENTS ARE FILED WITH THE PRESIDENT WHO BRINGS POTENTIAL CONFLICTS TO THE ATTENTION TO THE BOARD OF TRUSTEES. THE BOARD OF TRUSTEES DETERMINES WHETHER A CONFLICT EXIST AND IS MATERIAL, AND IS IN PRESENCE OF AN EXISTING MATERIAL CONFLICT, WHETHER A CONTEMPLATED TRANSACTION MAY BE AUTHORIZED AS JUST, FAIR, AND REASONABLE TO THE GOOD SHEPHERD FUND. THE DECISION OF THE BOARD OF TRUSTEES ON THESE MATTERS RESTS IN THEIR SOLE DISCRETION, AND THEIR CONCERN IS THE WELFARE OF THE GOOD SHEPHERD FUND AND THE ADVANCEMENT OF ITS PURPOSE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE COMPENSATION OF OFFICERS AND KEY EMPLOYEES IS BASED ON COMPARABLE MARKET RATES IN THE ORGANIZATION'S GEOGRAPHICAL AREA AND ARE APPROVED BY THE BOARD OF TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OR ITS SELECTION PROCESS DURING THE TAX YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.