Civic Intelligence

Shepherds Retreat Foundation

EIN 85-3962480 • 501(c)3 • Caldwell, OH

Pub. 78 Eligible990-N Coverage

Profile

Operate christian retreatrespite center

40554 Shepherd RdCaldwell, OH 43724

sites.google.com/VIEW/SHEPHERDSRETREAT

Siviq Scores

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

Liabilities / Assets

81st percentile

0.15x

Higher debt load relative to assets than 81% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

85th percentile

0.16x

Higher debt load relative to revenue than 85% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

96th percentile

84%

Higher net margin than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2021

Balance Sheet
Liabilities / Assets81st percentile

Assets

Down

$11,350

Down $15,411 (-58%) from 2023

Liabilities

Down

$46

Down $3,169 (-99%) from 2023

Net Assets

Down

$11,304

Down $12,242 (-52%) from 2023

Operations
Liabilities / Revenue85th percentileNet Margin96th percentile

Revenue

Down

$79,085

Down $9,532 (-11%) from 2023

Expenses

Up

$91,327

Up $18,470 (+25%) from 2023

Net Income

Down

-$12,242

Down $28,002 (-178%) from 2023

Trend Graphs

Balance Sheet Trend

Asset GrowthScore unavailable

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

$100K$50K$0Assets 2021: $89,427Liabilities 2021: $13,745Net Assets 2021: $75,6822021Assets 2023: $26,761Liabilities 2023: $3,215Net Assets 2023: $23,5462023Assets 2024: $11,350Liabilities 2024: $46Net Assets 2024: $11,3042024

Highlighted filing

2024

Assets$11,350
Liabilities$46
Net Assets$11,304
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KRevenue 2021: $87,455Expenses 2021: $13,873Net Income 2021: $73,5822021Revenue 2023: $88,617Expenses 2023: $72,857Net Income 2023: $15,7602023Revenue 2024: $79,085Expenses 2024: $91,327Net Income 2024: -$12,2422024

Highlighted filing

2024

Revenue$79,085
Expenses$91,327
Net Income-$12,242
Open 2024 Filing

Filings

Most recent year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,350
Liabilities
$46
Net assets
$11,304
Revenue
$79,085
Expenses
$91,327
Net income
-$12,242
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$11.4$0.05$11.3$79.1$91.3$12.2
2023Detailed filing. Detailed filing data is available for this year.$26.8$3.22$23.5$88.6$72.9$15.8
2021Detailed filing. Detailed filing data is available for this year.$89.4$13.7$75.7$87.5$13.9$73.6
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 27, 2025
Return Version
2024v5.0
Gross Receipts
$79,085
Mission and Program Overview

Mission

Operate christian retreatrespite center

Operate christian retreat/respite center

Program Services

DescriptionGrantsExpenses
TO PROVIDE REST AND RENEWAL FOR THOSE WHO POUR OUT THEIR LIVES IN CHRISTIAN MINISTRY-$91,327
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
DON HOWEPresident-$0--
VICKI HOWEVice President-$0--
MICHAEL EISCHENAdvisor-$0--
VIRGIL HERSHBERGERTreasurer-$0--
JACKIE HERSHBERGERAdvisor-$0--
BENJAMIN BLACKSTONESecretary-$0--
RODNEY NOLTAdvisor-$0--
Filing and Contact Details

Filer

Filer Name
Shepherds Retreat Foundation
EIN
85-3962480
In Care Of
% VIRGIL HERSHBERGER
Phone
7405090043
Address
40554 SHEPHERD RD, CALDWELL, OH 43724

Signing Officer

Name
Virgil Hershberger
Title
Treasurer
Phone
7405090043
Signed
2025-02-27
Discuss with paid preparer
Yes

Preparer

Firm
Payne White and Schmutz CPA Pa
Address
114 WN 1ST STREET, SENECA, SC 29678
Preparer
Jason S White CPA
Phone
8648821937
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountBANK FEES 602”

Description of total liabilities Part II line 26

“Category Beginning of Year End of YearCHASE CARD 3,215 46”

Raw XML Appendix172 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CALDWELL
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt40
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DON HOWE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MICHAEL EISCHEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3VIRGIL HERSHBERGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JACKIE HERSHBERGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BENJAMIN BLACKSTONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6RODNEY NOLT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2ADVISOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4ADVISOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6ADVISOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0602
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/PrintingPublicationsPostageAmt0912
IRS990EZ/ProgramServiceRevenueAmt01378
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt091327
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OH
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt03215
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt046
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt091327
IRS990EZ/TotalProgramServiceExpensesAmt091327
IRS990EZ/TotalRevenueAmt079085
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0SITES.GOOGLE.COM/VIEW/SHEPHERDSRETREAT
IRS990ScheduleA/First5Years509Ind0X
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt019559
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0274717
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0274717
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IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt00
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IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountBANK FEES 602
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of total liabilities Part II line 26
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0VIRGIL HERSHBERGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07405090043
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-27
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ReturnHeader/Filer/EIN0853962480
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ReturnHeader/ReturnTs02025-03-10T11:26:09-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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