Civic Intelligence

Secured Alliance Inc.

990 • Fiscal year 2019 • EIN 82-4760735

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

Organization ProfileWWW.SECUREDALLIANCE.ORG
9633 S 48th Street No 290Phoenix, AZ 85044

(602) 857-7055

Siviq Scores

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

Liabilities / Assets

87th percentile

0.72x

Higher debt load relative to assets than 87% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

63rd percentile

0.18x

Higher debt load relative to revenue than 63% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

28th percentile

-4.3%

Higher net margin than 28% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

89th percentile

$189,429

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 4.2% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

38th percentile

-0.1%

Faster asset growth than 38% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

84th percentile

39%

Faster revenue growth than 84% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets87th percentile

Assets

Down

$1,101,300

Down $1,424 (-0.1%) from 2018

Net Assets

Down

$307,646

Down $183,582 (-37%) from 2018

Liabilities

Up

$793,654

Up $182,158 (+30%) from 2018

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin28th percentile

Revenue

Up

$4,483,848

Up $1,256,609 (+39%) from 2018

Expenses

Up

$4,676,174

Up $1,876,616 (+67%) from 2018

Net Income

Down

-$192,326

Down $620,007 (-145%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

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

$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

2019

Assets$1,101,300
Liabilities$793,654
Net Assets$307,646
Open 2019 Filing

Operations Trend

Revenue Growth84th percentile

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

2019

Revenue$4,483,848
Expenses$4,676,174
Net Income-$192,326
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.1
Gross Receipts
$4,483,848
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$965,824$885,074▼ $80,750
Land, Buildings, and Equipment, Net$122,546$172,918▲ $50,372
Cash and Non-Interest-Bearing Accounts$14,354$43,308▲ $28,954
Total Assets$1,102,724$1,101,300▼ $1,424
Liabilities
Other Liabilities$510,054$525,568▲ $15,514
Accounts Payable and Accrued Expenses$101,442$268,086▲ $166,644
Total Liabilities$611,496$793,654▲ $182,158
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$491,228$307,646▼ $183,582
Total Net Assets Fund Balance$491,228$307,646▼ $183,582
Total Liabilities and Net Assets / Fund Balance$1,102,724$1,101,300▼ $1,424

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$107,170$71,683$178,853
Leasehold Improvements$65,748$405$66,153
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tom AvramisCEO & Board MemberFT$145,000$44,429$189,429
Nate SchnackenbergCOOFT$130,000$19,961$149,961
Linda BeilerCTOFT$100,000$15,651$115,651
Joanne BrasbergerBoard Member-$74,111-$74,111

Board Members and Trustees

NameTitle
David JohnsonChairman
Bob TurriniBoard Member
Karin CrosbyBoard Member
Margaret BarryBoard Member
Reuben HelickBoard Member
Trevor PattersonBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,483,598
Investment Income
$0
Other Revenue
$250
Change in Net Assets
$-192,326
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,819,764
Other Expenses$856,410
Total Fundraising Expense$292,690
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,126,782$375,314-$2,502,096
Current Officers, Directors, Trustees, and Key Employees$386,785$68,256-$455,041
Other Employee Benefits$347,311$61,290-$408,601
Office Expenses$132,131$27,005$91,720$250,856
Payroll Taxes$202,752$35,780-$238,532
Pension Plan Contributions$183,170$32,324-$215,494
Travel$71,936$72,266$62,470$206,672
Advertising--$100,793$100,793
Occupancy$55,800$9,847-$65,647
Fees for Services Other$36,719$7,268$17,224$61,211
Fees for Services Legal$42,828$7,558-$50,386
Depreciation Depletion$35,308$6,231-$41,539
Insurance$14,648$2,913$7,167$24,728
Other Expenses$6,774$1,195$13,316$7,969
Total Functional Expenses$3,670,725$712,759$292,690$4,676,174
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Line of Credit - the Good Shepherd Fund$525,568
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 NO 290, PHOENIX, AZ 85044

Signing Officer

Name
Tom Avramis
Title
CEO
Phone
6028577055
Signed
2020-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tom Avramis
Formed
2018
Legal Domicile
Az
Voting Board Members
8
Independent Board Members
8
Employees
51
Volunteers
7

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 488 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/BOYAmt0101442
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0268086
IRS990/AccountsReceivableGrp/BOYAmt0965824
IRS990/AccountsReceivableGrp/EOYAmt0885074
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROFESSIONAL SUPPORT FOR CONSERVATORSHIP, GUARDIANSHIP, AND TRUSTEESHIP SERVICES
IRS990/AdvertisingGrp/FundraisingAmt0100793
IRS990/AdvertisingGrp/TotalAmt0100793
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0NATE SCHNACKENBERG
IRS990/BooksInCareOfDetail/PhoneNum06028577055
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt09633 S 48TH STREET NO 290
IRS990/BooksInCareOfDetail/USAddress/CityNm0PHOENIX
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0AZ
IRS990/BooksInCareOfDetail/USAddress/ZIPCd085044
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt014354
IRS990/CashNonInterestBearingGrp/EOYAmt043308
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt068256
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0386785
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0455041
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0856410
IRS990/CYOtherRevenueAmt0250
IRS990/CYProgramServiceRevenueAmt04483598
IRS990/CYRevenuesLessExpensesAmt0-192326
IRS990/CYSalariesCompEmpBnftPaidAmt03819764
IRS990/CYTotalExpensesAmt04676174
IRS990/CYTotalFundraisingExpenseAmt0292690
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04483848
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt06231
IRS990/DepreciationDepletionGrp/ProgramServicesAmt035308
IRS990/DepreciationDepletionGrp/TotalAmt041539
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/EmployeeCnt051
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt03670725
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt07558
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt042828
IRS990/FeesForServicesLegalGrp/TotalAmt050386
IRS990/FeesForServicesOtherGrp/FundraisingAmt017224
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt07268
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt036719
IRS990/FeesForServicesOtherGrp/TotalAmt061211
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/AverageHoursPerWeekRt63.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt73.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt840.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt940.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt044429
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt819961
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt915651
IRS990/Form990PartVIISectionAGrp/PersonNm0TOM AVRAMIS
IRS990/Form990PartVIISectionAGrp/PersonNm1DAVID JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm2TREVOR PATTERSON
IRS990/Form990PartVIISectionAGrp/PersonNm3REUBEN HELICK
IRS990/Form990PartVIISectionAGrp/PersonNm4KARIN CROSBY
IRS990/Form990PartVIISectionAGrp/PersonNm5BOB TURRINI
IRS990/Form990PartVIISectionAGrp/PersonNm6MARGARET BARRY
IRS990/Form990PartVIISectionAGrp/PersonNm7JOANNE BRASBERGER
IRS990/Form990PartVIISectionAGrp/PersonNm8NATE SCHNACKENBERG
IRS990/Form990PartVIISectionAGrp/PersonNm9LINDA BEILER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0145000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt774111
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8130000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9100000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0CEO & BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8COO
IRS990/Form990PartVIISectionAGrp/TitleTxt9CTO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02018
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt04483848
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/FundraisingAmt07167
IRS990/InsuranceGrp/ManagementAndGeneralAmt02913
IRS990/InsuranceGrp/ProgramServicesAmt014648
IRS990/InsuranceGrp/TotalAmt024728
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt072088
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0122546
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0172918
IRS990/LandBldgEquipCostOrOtherBssAmt0245006
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/NetAssetsOrFundBalancesBOYAmt0491228
IRS990/NetAssetsOrFundBalancesEOYAmt0307646
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0491228
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt0307646
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt09847
IRS990/OccupancyGrp/ProgramServicesAmt055800
IRS990/OccupancyGrp/TotalAmt065647
IRS990/OfficeExpensesGrp/FundraisingAmt091720
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt027005
IRS990/OfficeExpensesGrp/ProgramServicesAmt0132131
IRS990/OfficeExpensesGrp/TotalAmt0250856
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt061290
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0347311
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0408601
IRS990/OtherExpensesGrp/Desc0GENERAL & ADMINISTRATIV
IRS990/OtherExpensesGrp/Desc1DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc2OTHER
IRS990/OtherExpensesGrp/FundraisingAmt013316
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt03120
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt12392
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt21195
IRS990/OtherExpensesGrp/ProgramServicesAmt014229
IRS990/OtherExpensesGrp/ProgramServicesAmt113552
IRS990/OtherExpensesGrp/ProgramServicesAmt26774
IRS990/OtherExpensesGrp/TotalAmt030665
IRS990/OtherExpensesGrp/TotalAmt115944
IRS990/OtherExpensesGrp/TotalAmt27969
IRS990/OtherLiabilitiesGrp/BOYAmt0510054
IRS990/OtherLiabilitiesGrp/EOYAmt0525568
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0OTHER
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0250
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0250
IRS990/OtherRevenueTotalAmt0250
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0375314
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt02126782
IRS990/OtherSalariesAndWagesGrp/TotalAmt02502096
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt035780
IRS990/PayrollTaxesGrp/ProgramServicesAmt0202752
IRS990/PayrollTaxesGrp/TotalAmt0238532
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt032324
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt0183170
IRS990/PensionPlanContributionsGrp/TotalAmt0215494
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0TOM AVRAMIS
IRS990/PriorPeriodAdjustmentsAmt08744
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0561000
IRS990/ProgramServiceRevenueGrp/BusinessCd1561000
IRS990/ProgramServiceRevenueGrp/Desc0FEES FOR SERVICES
IRS990/ProgramServiceRevenueGrp/Desc1MANAGEMENT SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03498546
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1985052
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03498546
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1985052
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0565092
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt03227239
IRS990/PYRevenuesLessExpensesAmt0427681
IRS990/PYSalariesCompEmpBnftPaidAmt02234466
IRS990/PYTotalExpensesAmt02799558
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03227239
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-192326
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt04483848
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/BookValueAmt0107170
IRS990ScheduleD/EquipmentGrp/DepreciationAmt071683
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0178853
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt065748
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt0405
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt066153
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0525568
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LINE OF CREDIT - THE GOOD SHEPHERD FUND
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0172918
IRS990ScheduleD/TotalLiabilityAmt0525568
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0145000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt033440
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt010989
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0TOM AVRAMIS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO & BOARD MEMBER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0189429
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
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/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0THE GOOD SHEPHERD FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0237093399
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0CONSERVATORSHIP, GUARDIANSHIP, AND TRUSTEESHIP SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 7
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt01641 N FIRST ST STE 155
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0SAN JOSE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd095112
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd01
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd01
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0525568
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt11821157
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt2334906
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0NOTE + 3% INTEREST
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2FMV
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0THE GOOD SHEPHERD FUND-NOTE PAYABLE AND ACCRUED INTEREST
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1THE GOOD SHEPHERD FUND-SALARIES
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2THE GOOD SHEPHERD FUND-MANAGEMENT FEE
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0E
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1O
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2L
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,101,300
Liabilities
$793,654
Net assets
$307,646
Revenue
$4,483,848
Expenses
$4,676,174
Net income
-$192,326
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
2019Detailed filing. Detailed filing data is available for this year.$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