Civic Intelligence

Secured Alliance Inc.

990 • Fiscal year 2021 • EIN 82-4760735

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

Organization ProfileWWW.SECUREDALLIANCE.ORG
9633 S 48th Street 290Phoenix, AZ 85044

(602) 857-7055

Siviq Scores

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

Liabilities / Assets

65th percentile

0.17x

Higher debt load relative to assets than 65% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

43rd percentile

0.06x

Higher debt load relative to revenue than 43% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

60th percentile

19%

Higher net margin than 60% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

91st percentile

$201,712

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 4.4% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

5th percentile

-18%

Faster asset growth than 5% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

48th percentile

10%

Faster revenue growth than 48% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets65th percentile

Assets

Down

$1,583,402

Down $351,884 (-18%) from 2020

Net Assets

Up

$1,309,473

Up $859,175 (+191%) from 2020

Liabilities

Down

$273,929

Down $1,211,059 (-82%) from 2020

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin60th percentile

Revenue

Up

$4,553,644

Up $426,731 (+10%) from 2020

Expenses

Down

$3,700,142

Down $281,679 (-7.1%) from 2020

Net Income

Up

$853,502

Up $708,410 (+488%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth5th 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

2021

Assets$1,583,402
Liabilities$273,929
Net Assets$1,309,473
Open 2021 Filing

Operations Trend

Revenue Growth48th 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

2021

Revenue$4,553,644
Expenses$3,700,142
Net Income$853,502
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.2
Gross Receipts
$4,553,644
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$1,702,395$1,379,247▼ $323,148
Land, Buildings, and Equipment, Net$135,733$102,746▼ $32,987
Cash and Non-Interest-Bearing Accounts$45,479$63,291▲ $17,812
Prepaid Expenses and Deferred Charges$51,679$38,118▼ $13,561
Total Assets$1,935,286$1,583,402▼ $351,884
Liabilities
Accounts Payable and Accrued Expenses$273,163$226,489▼ $46,674
Other Liabilities$1,211,825$47,440▼ $1,164,385
Total Liabilities$1,484,988$273,929▼ $1,211,059
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$450,298$1,309,473▲ $859,175
Total Net Assets Fund Balance$450,298$1,309,473▲ $859,175
Total Liabilities and Net Assets / Fund Balance$1,935,286$1,583,402▼ $351,884

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$45,495$142,933$188,428
Leasehold Improvements$57,251$9,225$66,476
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tom AvramisCEO & Board MemberFT$184,288$17,424$201,712
Joanne BrasbergerCFO & Board MemberFT$111,905$10,613$122,518
Charnise MothershedCOOFT$91,385$10,613$101,998
Nathan SchnackenbergCEOFT$75,385$5,307$80,692

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$189,453
Revenue and Support

Revenue Composition

Contributions and Grants
$670,227
Program Service Revenue
$3,877,031
Investment Income
$6,386
Other Revenue
$0
Change in Net Assets
$853,502
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,817,256
Other Expenses$882,886
Total Fundraising Expense$247,363
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$1,620,083$188,337$115,899$1,924,319
Current Officers, Directors, Trustees, and Key Employees$336,720$55,410$34,098$426,228
Other Employee Benefits$227,678$26,975$16,600$271,253
Occupancy$154,636$25,447$15,659$195,742
Payroll Taxes$143,468$17,780$10,941$172,189
Information Technology$86,053$1,904$1,172$89,129
Fees for Services Other$58,240$9,566$5,887$73,693
Office Expenses$58,195$6,750$4,154$69,099
Travel$51,334$7,690$6,458$65,482
Depreciation Depletion-$32,986-$32,986
Insurance$7,858$24,262$599$32,719
Other Expenses$28,319$465$1,767$30,551
Advertising--$26,558$26,558
Fees for Services Legal$942$22,698-$23,640
Pension Plan Contributions$19,386$2,403$1,478$23,267
Conferences and Meetings$18,608--$18,608
Interest-$13,686-$13,686
Fees for Services Accounting-$5,600-$5,600
Total Functional Expenses$3,000,919$451,860$247,363$3,700,142
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
Funds Held for Others$47,440
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
Tom Avramis
Title
CEO
Phone
6028577055
Signed
2022-11-15
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
37
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 IX, Line 11G

“Other professional fees: program service expenses 34,662. Management and general expenses 5,686. Fundraising expenses 3,499. Total expenses 43,847. Hr services: program service expenses 23,578. Management and general expenses 3,880. Fundraising expenses 2,388. Total expenses 29,846.”

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 550 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/BOYAmt0273163
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0226489
IRS990/AccountsReceivableGrp/BOYAmt01702395
IRS990/AccountsReceivableGrp/EOYAmt01379247
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROFESSIONAL SUPPORT FOR CONSERVATORSHIP, GUARDIANSHIP, AND TRUSTEESHIP SERVICES
IRS990/AdvertisingGrp/FundraisingAmt026558
IRS990/AdvertisingGrp/TotalAmt026558
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JOANNE BRASBERGER
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/BOYAmt045479
IRS990/CashNonInterestBearingGrp/EOYAmt063291
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt034098
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt055410
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0336720
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0426228
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt018608
IRS990/ConferencesMeetingsGrp/TotalAmt018608
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0SCOTTSDALE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0AZ
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd085251
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IRS990/ContractorCompensationGrp/ServicesDesc0RENT
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0670227
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt06386
IRS990/CYOtherExpensesAmt0882886
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt03877031
IRS990/CYRevenuesLessExpensesAmt0853502
IRS990/CYSalariesCompEmpBnftPaidAmt02817256
IRS990/CYTotalExpensesAmt03700142
IRS990/CYTotalFundraisingExpenseAmt0247363
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04553644
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt032986
IRS990/DepreciationDepletionGrp/TotalAmt032986
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/EmployeeCnt037
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt03000919
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt05600
IRS990/FeesForServicesAccountingGrp/TotalAmt05600
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt022698
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt0942
IRS990/FeesForServicesLegalGrp/TotalAmt023640
IRS990/FeesForServicesOtherGrp/FundraisingAmt05887
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt09566
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt058240
IRS990/FeesForServicesOtherGrp/TotalAmt073693
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/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt017424
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt610613
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt75307
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
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6111905
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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/TitleTxt0CEO & BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt4BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6CFO & BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt8COO
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02018
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IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt04553644
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt02
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
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IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01904
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IRS990/InsuranceGrp/FundraisingAmt0599
IRS990/InsuranceGrp/ManagementAndGeneralAmt024262
IRS990/InsuranceGrp/ProgramServicesAmt07858
IRS990/InsuranceGrp/TotalAmt032719
IRS990/InterestGrp/ManagementAndGeneralAmt013686
IRS990/InterestGrp/TotalAmt013686
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt06386
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
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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
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IRS990/NetAssetsOrFundBalancesEOYAmt01309473
IRS990/NetUnrelatedBusTxblIncmAmt00
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IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01309473
IRS990/NondeductibleContributionsInd00
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IRS990/OfficeExpensesGrp/TotalAmt069099
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
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IRS990/OtherExpensesGrp/Desc0DATA STORAGE
IRS990/OtherExpensesGrp/Desc1GENERAL & ADMINISTRATIV
IRS990/OtherExpensesGrp/Desc2DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3OTHER
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IRS990/OtherExpensesGrp/FundraisingAmt12901
IRS990/OtherExpensesGrp/FundraisingAmt21767
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05186
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt14715
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2465
IRS990/OtherExpensesGrp/ProgramServicesAmt0129232
IRS990/OtherExpensesGrp/ProgramServicesAmt131516
IRS990/OtherExpensesGrp/ProgramServicesAmt228651
IRS990/OtherExpensesGrp/ProgramServicesAmt328319
IRS990/OtherExpensesGrp/TotalAmt0129232
IRS990/OtherExpensesGrp/TotalAmt139894
IRS990/OtherExpensesGrp/TotalAmt236267
IRS990/OtherExpensesGrp/TotalAmt330551
IRS990/OtherLiabilitiesGrp/BOYAmt01211825
IRS990/OtherLiabilitiesGrp/EOYAmt047440
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0115899
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0188337
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt01620083
IRS990/OtherSalariesAndWagesGrp/TotalAmt01924319
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/FundraisingAmt010941
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt017780
IRS990/PayrollTaxesGrp/ProgramServicesAmt0143468
IRS990/PayrollTaxesGrp/TotalAmt0172189
IRS990/PensionPlanContributionsGrp/FundraisingAmt01478
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt02403
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt019386
IRS990/PensionPlanContributionsGrp/TotalAmt023267
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt051679
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt038118
IRS990/PrincipalOfficerNm0TOM AVRAMIS
IRS990/PriorPeriodAdjustmentsAmt05673
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0561000
IRS990/ProgramServiceRevenueGrp/BusinessCd1561000
IRS990/ProgramServiceRevenueGrp/Desc0MANAGEMENT SERVICES
IRS990/ProgramServiceRevenueGrp/Desc1FEES FOR SERVICES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03194828
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1682203
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03194828
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1682203
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0450110
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt04126913
IRS990/PYRevenuesLessExpensesAmt0145092
IRS990/PYSalariesCompEmpBnftPaidAmt03531711
IRS990/PYTotalExpensesAmt03981821
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04126913
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0853502
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt03883417
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
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt045495
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0142933
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0188428
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt057251
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt09225
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt066476
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt047440
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0FUNDS HELD FOR OTHERS
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0102746
IRS990ScheduleD/TotalLiabilityAmt047440
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0184288
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt017424
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0TOM AVRAMIS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0CEO & BOARD MEMBER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0201712
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/ExplanationTxt4OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 34,662. MANAGEMENT AND GENERAL EXPENSES 5,686. FUNDRAISING EXPENSES 3,499. TOTAL EXPENSES 43,847. HR SERVICES: PROGRAM SERVICE EXPENSES 23,578. MANAGEMENT AND GENERAL EXPENSES 3,880. FUNDRAISING EXPENSES 2,388. TOTAL EXPENSES 29,846.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE 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 IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0842033194
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN1851231126

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,583,402
Liabilities
$273,929
Net assets
$1,309,473
Revenue
$4,553,644
Expenses
$3,700,142
Net income
$853,502
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
2021Detailed filing. Detailed filing data is available for this year.$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