Civic Intelligence

The Shepherd Foundation

990PF • Fiscal year 2021 • EIN 91-1979191

Jan 01, 2021 to Dec 31, 2021 • Filed on May 06, 2022

Organization Profile
10 Shepherd Woods RoadSaint Louis, MO 63131

(314) 479-0200

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

83rd percentile

51%

Higher net margin than 83% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

35th percentile

$10,000

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

55th percentile

9.6%

Faster asset growth than 55% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

86th percentile

134%

Faster revenue growth than 86% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$7,043,332

Up $617,984 (+9.6%) from 2020

Net Assets

Up

$7,043,332

Up $617,984 (+9.6%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin83rd percentile

Revenue

Up

$1,029,968

Up $590,073 (+134%) from 2020

Expenses

Up

$503,160

Up $70,130 (+16%) from 2020

Net Income

Up

$526,808

Up $519,943 (+7574%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $2,622,500Liabilities 2011: $02011Assets 2012: $6,270,928Liabilities 2012: $02012Assets 2013: $6,088,031Liabilities 2013: $02013Assets 2014: $6,071,989Liabilities 2014: $02014Assets 2015: $6,203,135Liabilities 2015: $02015Assets 2019: $6,428,026Liabilities 2019: $0Net Assets 2019: $6,428,0262019Assets 2020: $6,425,348Liabilities 2020: $0Net Assets 2020: $6,425,3482020Assets 2021: $7,043,332Liabilities 2021: $0Net Assets 2021: $7,043,3322021Assets 2022: $6,676,874Liabilities 2022: $0Net Assets 2022: $6,676,8742022Assets 2023: $6,444,238Liabilities 2023: $0Net Assets 2023: $6,444,2382023Assets 2024: $6,362,649Liabilities 2024: $0Net Assets 2024: $6,362,6492024

Highlighted filing

2021

Assets$7,043,332
Liabilities$0
Net Assets$7,043,332
Open 2021 Filing

Operations Trend

Revenue Growth86th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $103,972Expenses 2011: $120,357Net Income 2011: -$16,3852011Revenue 2012: $3,254,350Expenses 2012: $155,453Net Income 2012: $3,098,8972012Revenue 2013: $190,760Expenses 2013: $232,890Net Income 2013: -$42,1302013Revenue 2014: $205,173Expenses 2014: $374,140Net Income 2014: -$168,9672014Revenue 2015: $208,033Expenses 2015: $458,588Net Income 2015: -$250,5552015Revenue 2019: $535,375Expenses 2019: $598,727Net Income 2019: -$63,3522019Revenue 2020: $439,895Expenses 2020: $433,030Net Income 2020: $6,8652020Revenue 2021: $1,029,968Expenses 2021: $503,160Net Income 2021: $526,8082021Revenue 2022: $143,389Expenses 2022: $517,583Net Income 2022: -$374,1942022Revenue 2023: $257,066Expenses 2023: $504,134Net Income 2023: -$247,0682023Revenue 2024: $408,898Expenses 2024: $509,120Net Income 2024: -$100,2222024

Highlighted filing

2021

Revenue$1,029,968
Expenses$503,160
Net Income$526,808
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 6, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSANNE SHEPHERDDirectorPT$10,000-$10,000
SUSAN ITTNERDirectorPT$10,000-$10,000
CHARLES T SHEPHERDDirector-$10,000-$10,000
SALLY HAIMBAUGHDirector-$10,000-$10,000
JAMES MEDARTDirector-$10,000-$10,000
Filing and Contact Details

Filer

Filer Name
The Shepherd Foundation
EIN
91-1979191
Address
10 SHEPHERD WOODS ROAD, SAINT LOUIS, MO 63131

Signing Officer

Name
Susan Ittner
Title
Director
Phone
3144790200
Signed
2022-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Altepeter Associates LLC
Address
807 La Feil Drive, Manchester, MO 63021
Preparer
Terry Altepeter CPA
Phone
6362567999
Raw XML Appendix305 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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ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-05
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ReturnHeader/ReturnTs02022-05-05T21:40:42-04:00
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ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$7,043,332
Liabilities
$0
Net assets
$7,043,332
Revenue
$1,029,968
Expenses
$503,160
Net income
$526,808
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.36$0.00$6.36$0.41$0.51$0.10
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.44$0.00$6.44$0.26$0.50$0.25
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.68$0.00$6.68$0.14$0.52$0.37
2021Detailed filing. Detailed filing data is available for this year.$7.04$0.00$7.04$1.03$0.50$0.53
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.43$0.00$6.43$0.44$0.43$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.43$0.00$6.43$0.54$0.60$0.06
2015Summary only. Only limited summary data is available for this year.$6.20$0.00$0.21$0.46$0.25
2014Summary only. Only limited summary data is available for this year.$6.07$0.00$0.21$0.37$0.17
2013Summary only. Only limited summary data is available for this year.$6.09$0.00$0.19$0.23$0.04
2012Summary only. Only limited summary data is available for this year.$6.27$0.00$3.25$0.16$3.10
2011Summary only. Only limited summary data is available for this year.$2.62$0.00$0.10$0.12$0.02