Civic Intelligence

The Shepherd Foundation

990PF • Fiscal year 2025 • EIN 91-1979191

Jan 01, 2025 to Dec 31, 2025

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2025

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2025

Top Officer Pay

Score unavailable

$0

The peer cohort stayed too small after all score fallbacks.

Source year 2025

Asset Growth

Score unavailable

No value available

No valid filing value is available for this score.

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

Latest loaded filing

2024

Assets$6,362,649
Liabilities$0
Net Assets$6,362,649

Operations Trend

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

Latest loaded filing

2024

Revenue$408,898
Expenses$509,120
Net Income-$100,222
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Mar 27, 2026
Return Version
2025v4.0
Compensation and Service Providers

Employees

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

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-CHARITABLE CONTRIBUTIONS-SAINT LOUIS, MO, US$362,100
Filing and Contact Details

Filer

Filer Name
The Shepherd Foundation
EIN
91-1979191
In Care Of
% SUSAN ITTNER
Address
10 SHEPHERD WOODS ROAD, SAINT LOUIS, MO 63131

Signing Officer

Name
Susan Ittner
Title
Director
Phone
3144790200
Signed
2026-03-27
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 Appendix346 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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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2CHARLES T SHEPHERD II
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3SALLY HAIMBAUGH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JAMES MEDART
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd263131
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd363131
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd463131
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0492010
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0492010
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
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
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
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
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MO
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/Amt0362100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE CONTRIBUTIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0SCHEDULE 1 ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAINT LOUIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd063131
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0362100
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/AppliedToCurrentYearAmt0383909
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0108101
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0479091
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0492010
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt095182
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0108101
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0749
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11148
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt083
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1127
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0832
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11275
OtherIncreasesSchedule/OtherIncreasesDetail/Amt047411
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0BASIS ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt036000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt149994
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt032400
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt144995
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03600
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt14999
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt0172
TaxesSchedule/TaxesDetail/Amt15487
TaxesSchedule/TaxesDetail/CategoryTxt0WELLS FARGO-FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1IRS - 2024 EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0155
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt14938
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt017
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1549
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN ITTNER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03144790200
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SHEPHERD FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0SHEP
ReturnHeader/Filer/EIN0911979191
ReturnHeader/Filer/InCareOfNm0% SUSAN ITTNER
ReturnHeader/Filer/USAddress/AddressLine1Txt010 SHEPHERD WOODS ROAD
ReturnHeader/Filer/USAddress/CityNm0SAINT LOUIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd063131
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/PreparationDt02026-03-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TERRY ALTEPETER CPA
ReturnHeader/ReturnTs02026-03-23T13:30:05-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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