Civic Intelligence

Secured Alliance Inc.

990 • Fiscal year 2020 • EIN 82-4760735

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

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

89th percentile

0.77x

Higher debt load relative to assets than 89% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

72nd percentile

0.36x

Higher debt load relative to revenue than 72% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

46th percentile

3.5%

Higher net margin than 46% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

95th percentile

$329,241

Higher top officer pay than 95% of similar nonprofits.

Top officer pay equals 8.0% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

90th percentile

76%

Faster asset growth than 90% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

35th percentile

-8.0%

Faster revenue growth than 35% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets89th percentile

Assets

Up

$1,935,286

Up $833,986 (+76%) from 2019

Net Assets

Up

$450,298

Up $142,652 (+46%) from 2019

Liabilities

Up

$1,484,988

Up $691,334 (+87%) from 2019

Revenue And Expenses
Liabilities / Revenue72nd percentileNet Margin46th percentile

Revenue

Down

$4,126,913

Down $356,935 (-8.0%) from 2019

Expenses

Down

$3,981,821

Down $694,353 (-15%) from 2019

Net Income

Up

$145,092

Up $337,418 (+175%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth90th 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

2020

Assets$1,935,286
Liabilities$1,484,988
Net Assets$450,298
Open 2020 Filing

Operations Trend

Revenue Growth35th 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

2020

Revenue$4,126,913
Expenses$3,981,821
Net Income$145,092
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
$4,126,913
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$885,074$1,702,395▲ $817,321
Land, Buildings, and Equipment, Net$172,918$135,733▼ $37,185
Prepaid Expenses and Deferred Charges$0$51,679▲ $51,679
Cash and Non-Interest-Bearing Accounts$43,308$45,479▲ $2,171
Total Assets$1,101,300$1,935,286▲ $833,986
Liabilities
Other Liabilities$525,568$1,211,825▲ $686,257
Accounts Payable and Accrued Expenses$268,086$273,163▲ $5,077
Total Liabilities$793,654$1,484,988▲ $691,334
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$307,646$450,298▲ $142,652
Total Net Assets Fund Balance$307,646$450,298▲ $142,652
Total Liabilities and Net Assets / Fund Balance$1,101,300$1,935,286▲ $833,986

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$74,093$114,335$188,428
Leasehold Improvements$61,640$4,836$66,476
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tom AvramisCEO & Board MemberFT$174,769$154,472$329,241
Nate SchnackenbergCOOFT$148,808$20,658$169,466
Joanne BrasbergerCFO & Board MemberFT$81,108$10,658$91,766

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 LLCRent9633 48TH STREET, Phoenix, AZ 85044$183,079
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,126,913
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$145,092
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,531,711
Other Expenses$450,110
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$2,034,196$358,976-$2,393,172
Current Officers, Directors, Trustees, and Key Employees$501,902$88,571-$590,473
Other Employee Benefits$274,478$48,437-$322,915
Payroll Taxes$191,378$33,773-$225,151
Office Expenses$102,175$15,240-$117,415
Occupancy$62,421$11,016-$73,437
Depreciation Depletion$47,084--$47,084
Fees for Services Legal$38,598$6,811-$45,409
Travel$28,777$4,725-$33,502
Insurance$26,897$4,746-$31,643
Interest$16,030--$16,030
Fees for Services Other$6,079--$6,079
Other Expenses$4,934$17,417-$4,934
Advertising-$2,532-$2,532
Fees for Services Accounting$2,100--$2,100
Total Functional Expenses$3,383,686$598,135$0$3,981,821
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
Paycheck Protection Program Loan$670,227
Line of Credit - the Good Shepherd Fund$541,598
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
2021-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tom Avramis
Formed
2018
Legal Domicile
Az
Voting Board Members
7
Independent Board Members
7
Employees
40
Volunteers
6

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.

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IRS990/AccountsReceivableGrp/EOYAmt01702395
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROFESSIONAL SUPPORT FOR CONSERVATORSHIP, GUARDIANSHIP, AND TRUSTEESHIP SERVICES
IRS990/AdvertisingGrp/ManagementAndGeneralAmt02532
IRS990/AdvertisingGrp/TotalAmt02532
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JOANNE BRASBERGER
IRS990/BooksInCareOfDetail/PhoneNum06028577055
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt09633 S 48TH STREET NO 290
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IRS990/CollectionsOfArtInd00
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IRS990/CompensationFromOtherSrcsInd00
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IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
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IRS990/ConsolidatedAuditFinclStmtInd00
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IRS990/DonorRstrOrQuasiEndowmentsInd00
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IRS990/EmployeeCnt040
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt03383686
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
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IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
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IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt610658
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IRS990/Form990PartVIISectionAGrp/PersonNm1DAVID JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm2TREVOR PATTERSON
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0CEO & BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
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IRS990/IndoorTanningServicesInd00
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IRS990/OtherExpensesGrp/Desc0GENERAL & ADMINISTRATIV
IRS990/OtherExpensesGrp/Desc1OTHER
IRS990/OtherExpensesGrp/Desc2DUES & SUBSCRIPTIONS
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IRS990/PartialLiquidationInd00
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IRS990/ProhibitedTaxShelterTransInd00
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IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0145092
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt04126913
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/BookValueAmt074093
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0114335
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0188428
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt061640
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt04836
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt066476
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0541598
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1670227
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LINE OF CREDIT - THE GOOD SHEPHERD FUND
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1PAYCHECK PROTECTION PROGRAM LOAN
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0135733
IRS990ScheduleD/TotalLiabilityAmt01211825
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0174769
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1148808
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount110000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
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/NontaxableBenefitsFilingOrgAmt064472
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt110658
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt090000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0TOM AVRAMIS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1NATE SCHNACKENBERG
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO & BOARD MEMBER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1COO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0329241
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1169466
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
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/InvolvedAmt0541598
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt11625952
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt2239488
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,935,286
Liabilities
$1,484,988
Net assets
$450,298
Revenue
$4,126,913
Expenses
$3,981,821
Net income
$145,092
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
2020Detailed filing. Detailed filing data is available for this year.$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