Civic Intelligence

Shepherds Retreat Foundation

990EZ • Fiscal year 2021 • EIN 85-3962480

Jan 01, 2021 to Dec 31, 2021 • Filed on May 03, 2022

Organization ProfileSITES.GOOGLE.COM/VIEW/SHEPHERDSRETREAT
40554 Shepherd RdCaldwell, OH 43724

(740) 509-0043

Siviq Scores

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

Liabilities / Assets

81st percentile

0.15x

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

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

Liabilities / Revenue

83rd percentile

0.16x

Higher debt load relative to revenue than 83% of similar nonprofits.

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

Net Margin

96th percentile

84%

Higher net margin than 96% of similar nonprofits.

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

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

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

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

$89,427

No earlier filing loaded for comparison.

Net Assets

$75,682

No earlier filing loaded for comparison.

Liabilities

$13,745

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue83rd percentileNet Margin96th percentile

Revenue

$87,455

No earlier filing loaded for comparison.

Expenses

$13,873

No earlier filing loaded for comparison.

Net Income

$73,582

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2021

Assets$89,427
Liabilities$13,745
Net Assets$75,682
Open 2021 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2021

Revenue$87,455
Expenses$13,873
Net Income$73,582
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 3, 2022
Return Version
2021v4.2
Gross Receipts
$87,455
Mission and Program Overview

Mission

Operate christian retreatrespite center

Program Services

DescriptionGrantsExpenses
TO PROVIDE REST AND RENEWAL FOR THOSE WHO POUR OUT THEIR LIVES IN CHRISTIAN MINISTRY--
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DON HOWEPresident-$0--
VICKIE HOWEVice President-$0--
MICHAEL EISCHENAdvisor-$0--
VIRGIL HERSHBERGERAdvisor-$0--
JACKIE HERSHBERGERAdvisor-$0--
BENJAMIN BLACKSTONEAdvisor-$0--
RODNEY NOLTTreasurer-$0--
WESTON LEIBEESecretary-$0--
Filing and Contact Details

Filer

Filer Name
Shepherds Retreat Foundation
EIN
85-3962480
Address
40554 SHEPHERD RD, CALDWELL, OH 43724

Signing Officer

Name
Rodney Nolt
Title
Treasurer
Phone
7405090043
Signed
2022-05-03
Discuss with paid preparer
Yes

Preparer

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

Additional Explanations

Description of other expenses Part I line 16

“Description amountbank fees 128”

Description of total liabilities Part II line 26

“Category beginning of year end of yearaccounts payable 0 13,745”

Raw XML Appendix165 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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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4ADVISOR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7SECRETARY
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0128
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
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IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
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IRS990EZ/TypeOfOrganizationCorpInd0X
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IRS990ScheduleA/First5Years509Ind0X
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ReturnHeader/ReturnTs02022-10-14T12:22:29-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RODNEY
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ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$89,427
Liabilities
$13,745
Net assets
$75,682
Revenue
$87,455
Expenses
$13,873
Net income
$73,582
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