Shepard Apartments Inc.

990EZ • Fiscal year 2012 • EIN 93-1254945

Jul 01, 2011 to Jun 30, 2012 • Filed on Oct 15, 2012

Organization Profile WWW.HALFWAYHOUSESERVICES.ORG/SHEPARD.H

910 Jefferson St97402

Siviq Scores

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

0.00x

Higher debt load relative to assets than 57% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

0.03x

Higher debt load relative to revenue than 73% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

-46%

Higher net margin than 9% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Source year 2012

No value available

This filing does not contain officer compensation rows.

Source year 2012

-5.0%

Faster asset growth than 37% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

3.6%

Faster revenue growth than 54% of similar nonprofits.

2012 filings • 501(c)3 • <$500k nonprofits • Annualized from 2011 to 2012

Balance Sheet

Liabilities / Assets57th percentile

Assets

Down

$376,964

Down $19,894 (-5.0%) from 2011

Net Assets

Down

$375,501

Down $19,644 (-5.0%) from 2011

Liabilities

Down

$1,463

Down $250 (-15%) from 2011

Revenue And Expenses

Liabilities / Revenue73rd percentile Net Margin9th percentile

Revenue

$42,489

Up $1,473 (+3.6%) from 2011

Expenses

Down

$62,133

Down $7,628 (-11%) from 2011

Net Income

-$19,644

Up $9,101 (+32%) from 2011

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

Highlighted filing

2012

Assets$376,964

Liabilities$1,463

Net Assets$375,501

Open 2012 Filing

Operations Trend

Revenue Growth54th percentile

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

Highlighted filing

2012

Revenue$42,489

Expenses$62,133

Net Income-$19,644

Open 2012 Filing

Jump To

Filing Snapshot

Filing Period: Jul 1, 2011 to Jun 30, 2012
Signed: Oct 15, 2012
Return Version: 2011v1.5

Mission and Program Overview

Mission

Provide housing for mentally handicapped adults

Filing and Contact Details

Filer

EIN: 93-1254945

Raw XML Appendix191 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
CompensationExplanation/Compensation/PersonName	0	LYNN SHEPARD
CompensationExplanation/Compensation/PersonName	1	DONNA BRANN
CompensationExplanation/Compensation/PersonName	2	TOD SCHNEIDER
CompensationExplanation/Compensation/PersonName	3	LORETTA BIKE
CompensationExplanation/Compensation/PersonName	4	CAROL CHADWICK
CompensationExplanation/Compensation/PersonName	5	JOHN WAGNER
CompensationExplanation/Compensation/PersonName	6	JILL CEDERHOLM
CompensationExplanation/Compensation/PersonName	7	DENISE SCHADEGG
IRS990EZ/ActivitiesNotPreviouslyRpt	0	false
IRS990EZ/CashSavingsAndInvestments/BOY	0	468
IRS990EZ/CashSavingsAndInvestments/EOY	0	4156
IRS990EZ/DidOrgFileForm1120POLThisYear	0	false
IRS990EZ/DoesOrgHaveHospital	0	false
IRS990EZ/EngagedInExcessBenefitTrans	0	false
IRS990EZ/EngageInLobbyingActivities	0	false
IRS990EZ/EngagePoliticalCmpgnActivities	0	false
IRS990EZ/ExcessOrDeficitForYear	0	-19644
IRS990EZ/FeesAndOthPymtToIndContractors	0	8100
IRS990EZ/FiledScheduleA	0	true
IRS990EZ/ForeignFinancialAccount	0	false
IRS990EZ/ForeignOffice	0	false
IRS990EZ/GrossReceipts	0	42489
IRS990EZ/InfoInScheduleOPartII	0	X
IRS990EZ/InvestmentIncome	0	12
IRS990EZ/LandAndBuildings/BOY	0	367996
IRS990EZ/LandAndBuildings/EOY	0	346677
IRS990EZ/MadeChangesToOrgnzngEtcDoc	0	false
IRS990EZ/MadeLoansToFromOfficers	0	false
IRS990EZ/MaintainAnyDonorAdvisedFunds	0	false
IRS990EZ/MethodOfAccountingAccrual	0	X
IRS990EZ/NetAssetsOrFundBalances/BOY	0	395145
IRS990EZ/NetAssetsOrFundBalancesBOY	0	395145
IRS990EZ/NetAssetsOrFundBalances/EOY	0	375501
IRS990EZ/NetAssetsOrFundBalancesEOY	0	375501
IRS990EZ/OccupancyRentUtilitiesAndMaint	0	54033
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1	0	1774 ALDER ST
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1	1	1774 ALDER ST
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1	2	1774 ALDER ST
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1	3	1774 ALDER ST
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1	4	1774 ALDER ST
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1	5	1774 ALDER ST
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1	6	1774 ALDER ST
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine1	7	1774 ALDER ST
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City	0	EUGENE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City	1	EUGENE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City	2	EUGENE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City	3	EUGENE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City	4	EUGENE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City	5	EUGENE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City	6	EUGENE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City	7	EUGENE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State	0	OR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State	1	OR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State	2	OR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State	3	OR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State	4	OR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State	5	OR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State	6	OR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State	7	OR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode	0	97401
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode	1	97401
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode	2	97401
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode	3	97401
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode	4	97401
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode	5	97401
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode	6	97401
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode	7	97401
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	0	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	1	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	2	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	3	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	4	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	5	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	6	1.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition	7	40.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	0	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	1	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	2	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	3	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	4	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	5	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	6	0
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation	7	53839
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc	0	6000
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	0	LYNN SHEPARD
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	1	DONNA BRANN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	2	TOD SCHNEIDER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	3	LORETTA BIKE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	4	CAROL CHADWICK
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	5	JOHN WAGNER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	6	JILL CEDERHOLM
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName	7	DENISE SCHADEGG
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	0	PRESIDENT
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	1	VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	2	SECRETARY
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	3	TREASURER
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	4	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	5	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	6	DIRECTOR
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title	7	EXECUTIVE DI
IRS990EZ/OperatingSchool	0	false
IRS990EZ/Organization501c3	0	X
IRS990EZ/OrganizationDissolvedEtc	0	false
IRS990EZ/OrganizationHadUBI	0	false
IRS990EZ/OtherAssetsTotal/BOY	0	28394
IRS990EZ/OtherAssetsTotal/EOY	0	26131
IRS990EZ/PartVIAHghstPaidCntrctProfSer	0	NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl	0	NONE
IRS990EZ/PrimaryExemptPurpose	0	PROVIDE HOUSING FOR MENTALLY HANDICAPPED ADULTS
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom	0	HOUSING
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses	0	62133
IRS990EZ/ProgramServiceRevenue	0	42477
IRS990EZ/ProhibitedTaxShelterTrans	0	false
IRS990EZ/RelatedOrgControlledEntity	0	false
IRS990EZ/ScheduleBNotRequired	0	X
IRS990EZ/StatesWhereCopyOfReturnIsFiled	0	OR
IRS990EZ/SubjectToProxyTax	0	false
IRS990EZ/SumOfTotalLiabilities/BOY	0	1713
IRS990EZ/SumOfTotalLiabilities/EOY	0	1463
IRS990EZ/TanningServicesProvided	0	false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine1	0	910 JEFFERSON
IRS990EZ/TheBooksAreInCareOf/AddressUS/City	0	EUGENE
IRS990EZ/TheBooksAreInCareOf/AddressUS/State	0	OR
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode	0	97401
IRS990EZ/TheBooksAreInCareOf/NamePerson	0	DENISE SCHADEGG
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber	0	5413435831
IRS990EZ/TotalAssets/BOY	0	396858
IRS990EZ/TotalAssets/EOY	0	376964
IRS990EZ/TotalExpenses	0	62133
IRS990EZ/TotalProgramServiceExpenses	0	62133
IRS990EZ/TotalRevenue	0	42489
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg	0	false
IRS990EZ/WebSite	0	WWW.HALFWAYHOUSESERVICES.ORG/SHEPARD.H
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear	0	42477
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year	0	40931
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years	0	42108
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years	0	43633
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years	0	30165
IRS990ScheduleA/GiftsGrantsContribReceived170/Total	0	199314
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYear	0	12
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus1Year	0	85
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus2Years	0	233
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years	0	143
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus4Years	0	191
IRS990ScheduleA/GrossInvestmentIncome170/Total	0	664
IRS990ScheduleA/GrossReceiptsFromAdmissionsEtc	0	42477
IRS990ScheduleA/PubliclySupportedOrg170b1Avi	0	X
IRS990ScheduleA/PublicSupportPertcentage170	0	0.99670
IRS990ScheduleA/PublicSupportPertcentPriorYear	0	0.98970
IRS990ScheduleA/PublicSupportTotal170	0	199314
IRS990ScheduleA/ThirtyThreePercntTestsCY170	0	X
IRS990ScheduleA/Total170/CurrentTaxYear	0	42477
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year	0	40931
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years	0	42108
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years	0	43633
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years	0	30165
IRS990ScheduleA/Total170/Total	0	199314
IRS990ScheduleA/TotalSupport	0	199978
IRS990ScheduleO/GeneralExplanation/Explanation	0	EQUIPMENT 9,766 10,810 LESS ACCUMULATED DEPRECIATION 7,460 8,323 ESCROW DEPOSITS 1,285 1,429 REPLACEMENT RESERVE 14,536 15,540 RESIDUAL RECEIPTS 10,267 6,675 TOTAL 28,394 26,131
IRS990ScheduleO/GeneralExplanation/Explanation	1	TENANT SECURITY DEPOSITS 1,713 1,463
IRS990ScheduleO/GeneralExplanation/Identifier	0	OTHER ASSETS
IRS990ScheduleO/GeneralExplanation/Identifier	1	OTHER LIABILITIES
IRS990ScheduleO/GeneralExplanation/ReturnReference	0	FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/GeneralExplanation/ReturnReference	1	FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS	0	2016-02-24 21:20:13Z
ReturnHeader/Filer/EIN	0	931254945
ReturnHeader/Filer/Name/BusinessNameLine1	0	SHEPARD APARTMENTS INC
ReturnHeader/Filer/NameControl	0	SHEP
ReturnHeader/Filer/Phone	0	5413435831
ReturnHeader/Filer/USAddress/AddressLine1	0	910 JEFFERSON ST
ReturnHeader/Filer/USAddress/City	0	EUGENE
ReturnHeader/Filer/USAddress/State	0	OR
ReturnHeader/Filer/USAddress/ZIPCode	0	97402
ReturnHeader/Officer/AuthorizeThirdParty	0	true
ReturnHeader/Officer/DateSigned	0	2012-10-15
ReturnHeader/Officer/Name	0	DENISE SCHADEGG
ReturnHeader/Officer/Phone	0	5413435831
ReturnHeader/Officer/Title	0	EXECUTIVE DIRECTOR
ReturnHeader/Preparer/DatePrepared	0	2013-05-13
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	JONES & ROTH PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	PO BOX 10086
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	EUGENE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	OR
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	97440
ReturnHeader/Preparer/Name	0	FRITZ S DUNCAN
ReturnHeader/Preparer/Phone	0	5416872320
ReturnHeader/ReturnType	0	990EZ
ReturnHeader/TaxPeriodBeginDate	0	2011-07-01
ReturnHeader/TaxPeriodEndDate	0	2012-06-30
ReturnHeader/TaxYear	0	2011
ReturnHeader/Timestamp	0	2013-05-14T18:15:21-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing

Assets: $376,964
Liabilities: $1,463
Net assets: $375,501
Revenue: $42,489
Expenses: $62,133
Net income: -$19,644

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$0.96	$0.03	$0.94	$0.67	$0.91	$0.24
2024Detailed filing. Detailed filing data is available for this year.	$1.21	$0.04	$1.18	$0.75	$0.87	$0.12
2023Detailed filing. Detailed filing data is available for this year.	$1.40	$0.10	$1.30	$0.67	$1.13	$0.45
2022Detailed filing. Detailed filing data is available for this year.	$1.77	$0.02	$1.75	$0.59	$0.85	$0.26
2021Detailed filing. Detailed filing data is available for this year.	$2.04	$0.02	$2.02	$0.59	$0.75	$0.17
2020Detailed filing. Detailed filing data is available for this year.	$2.23	$0.04	$2.19	$0.61	$0.77	$0.16
2019Detailed filing. Detailed filing data is available for this year.	$2.37	$0.02	$2.35	$0.56	$0.79	$0.23
2018Detailed filing. Detailed filing data is available for this year.	$2.59	$0.01	$2.58	$0.58	$0.74	$0.16
2017Detailed filing. Detailed filing data is available for this year.	$2.75	$0.02	$2.74	$0.58	$0.69	$0.11
2016Detailed filing. Detailed filing data is available for this year.	$2.86	$0.02	$2.85	$0.56	$0.79	$0.23
2015Detailed filing. Detailed filing data is available for this year.	$3.09	$0.02	$3.07	$0.53	$0.73	$0.20
2014Detailed filing. Detailed filing data is available for this year.	$3.32	$0.04	$3.27	$0.56	$0.80	$0.24
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.	$3.53	$0.02	$3.51	$0.46	$0.70	$0.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$3.77	$0.01	$3.76	$0.42	$0.62	$0.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$3.97	$0.02	$3.95	$0.41	$0.70	$0.29
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.	$4.26	$0.02	$4.24	$0.42	$0.63	$0.21