Civic Intelligence

The Shepherd Foundation

990PF • Fiscal year 2023 • EIN 91-1979191

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 26, 2024

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.

2023 filings • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

21st percentile

0.00x

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Net Margin

8th percentile

-96%

Higher net margin than 8% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2023 filings • $5M-$10M nonprofits • Source year 2023

Asset Growth

22nd percentile

-3.5%

Faster asset growth than 22% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

88th percentile

79%

Faster revenue growth than 88% of similar nonprofits.

2023 filings • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$6,444,238

Down $232,636 (-3.5%) from 2022

Net Assets

Down

$6,444,238

Down $232,636 (-3.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue21st percentileNet Margin8th percentile

Revenue

Up

$257,066

Up $113,677 (+79%) from 2022

Expenses

Down

$504,134

Down $13,449 (-2.6%) from 2022

Net Income

Up

-$247,068

Up $127,126 (+34%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth22nd 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

2023

Assets$6,444,238
Liabilities$0
Net Assets$6,444,238
Open 2023 Filing

Operations Trend

Revenue Growth88th 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

2023

Revenue$257,066
Expenses$504,134
Net Income-$247,068
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 26, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay32nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSANNE SHEPHERDDirectorPT$0--
SUSAN ITTNERDirectorPT$0--
CHARLES T SHEPHERDDirector-$0--
SALLY HAIMBAUGHDirector-$0--
JAMES MEDARTDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-CHARITABLE CONTRIBUTIONS-SAINT LOUIS, MO, US$367,616
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
2024-04-26
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 Appendix343 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt06331121
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCKS
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6XXXX-3791 LT COVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7XXXX-3791 LT NONCOVERED
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02023-12-07
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0422100
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SUSANNE SHEPHERD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1SUSAN ITTNER
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SAINT LOUIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3SAINT LOUIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4SAINT LOUIS
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd463131
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SUSAN ITTNER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0951 BROWNWOOD DRIVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SAINT LOUIS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd063131
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum03144790200
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NO SPECIFIC FORM IS REQUIRED, BUT WRITTEN SOLICITATION IS PREFERRED. THE APPLICATION MUST SHOW THE NAME AND ADDRESS OF THE RECIPIENT ORGANIZATION, THE INTENDED USE OF THE REQUEST, AND THE TAX STATUS AND PURPOSE OF THE ORGANIZATION MAKING THE REQUEST. NO TELEPHONE SOLICITATIONS WILL BE ACCEPTED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0THE SHEPHERD FOUNDATION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03149652434
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt010 SHEPHERD WOODS ROAD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0SAINT LOUIS
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd063131
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0GRANTS ARE EVALUATED ON A INDIVIDUAL BASIS AND COMPARED TO THE PURPOSES OF OUR FAMILY FOUNDATION. BEFORE SEEKING FUNDING, IT IS ADVISED THAT ALL GRANT APPLICANTS SECURE THE SPONSORSHIP OF AT LEAST ONE DIRECTOR. EVERY APPROVED GRANT MUST BE FUNDED FROM THE ANNUAL ALLOCATION OF A DIRECTORS FUNDS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE SSPECIFIED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0367616
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE CONTRIBUTIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SCHEDULE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAINT LOUIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd063131
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0274938
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0215589
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0422100
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0490527
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0147162
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0215589
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0749
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt12923
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt083
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1325
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0832
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt13248
OtherIncreasesSchedule/OtherIncreasesDetail/Amt014432
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BASIS ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt036000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt142695
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt032400
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt138425
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03600
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt14270
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt0106
TaxesSchedule/TaxesDetail/Amt12719
TaxesSchedule/TaxesDetail/CategoryTxt0WELLS FARGO-FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1IRS - 2022 EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt096
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt12447
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt010
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1272
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN ITTNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03144790200
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SHEPHERD FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SHEP
ReturnHeader/Filer/EIN0911979191
ReturnHeader/Filer/USAddress/AddressLine1Txt010 SHEPHERD WOODS ROAD
ReturnHeader/Filer/USAddress/CityNm0SAINT LOUIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd063131
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453975100
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Altepeter Associates LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0807 La Feil Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Manchester
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd063021
ReturnHeader/PreparerPersonGrp/PhoneNum06362567999
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Terry Altepeter CPA
ReturnHeader/ReturnTs02024-04-26T15:02:58-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SUSAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ITTNER
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,444,238
Liabilities
$0
Net assets
$6,444,238
Revenue
$257,066
Expenses
$504,134
Net income
-$247,068
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
2023Detailed filing. Detailed filing data is available for this year.$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
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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