Civic Intelligence

Shepard Apartments Inc.

990EZ • Fiscal year 2016 • EIN 93-1254945

Jul 01, 2015 to Jun 30, 2016 • Filed on Apr 13, 2017

Organization ProfileWWW.HALFWAYHOUSESERVICES.ORG/SHEPARD.H
910 Jefferson StEugene, OR 97402

(541) 343-5831

Siviq Scores

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

Liabilities / Assets

60th percentile

0.01x

Higher debt load relative to assets than 60% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

71st percentile

0.03x

Higher debt load relative to revenue than 71% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

10th percentile

-40%

Higher net margin than 10% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

97th percentile

$76,059

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 135.6% of source-year revenue.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

32nd percentile

-7.4%

Faster asset growth than 32% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

57th percentile

5.3%

Faster revenue growth than 57% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$286,483

Down $22,937 (-7.4%) from 2015

Net Assets

Down

$284,971

Down $22,517 (-7.3%) from 2015

Liabilities

Down

$1,512

Down $420 (-22%) from 2015

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin10th percentile

Revenue

Up

$56,105

Up $2,800 (+5.3%) from 2015

Expenses

Up

$78,622

Up $5,638 (+7.7%) from 2015

Net Income

Down

-$22,517

Down $2,838 (-14%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$600K$400K$200K$0Assets 2010: $425,794Liabilities 2010: $1,903Net Assets 2010: $423,8912010Assets 2011: $396,858Liabilities 2011: $1,713Net Assets 2011: $395,1452011Assets 2012: $376,964Liabilities 2012: $1,463Net Assets 2012: $375,5012012Assets 2013: $352,856Liabilities 2013: $2,056Net Assets 2013: $350,8002013Assets 2014: $331,591Liabilities 2014: $4,424Net Assets 2014: $327,1672014Assets 2015: $309,420Liabilities 2015: $1,932Net Assets 2015: $307,4882015Assets 2016: $286,483Liabilities 2016: $1,512Net Assets 2016: $284,9712016Assets 2017: $275,413Liabilities 2017: $1,512Net Assets 2017: $273,9012017Assets 2018: $259,121Liabilities 2018: $1,492Net Assets 2018: $257,6292018Assets 2019: $237,069Liabilities 2019: $2,052Net Assets 2019: $235,0172019Assets 2020: $223,233Liabilities 2020: $4,370Net Assets 2020: $218,8632020Assets 2021: $203,665Liabilities 2021: $2,068Net Assets 2021: $201,5972021Assets 2022: $176,950Liabilities 2022: $1,738Net Assets 2022: $175,2122022Assets 2023: $140,139Liabilities 2023: $10,327Net Assets 2023: $129,8122023Assets 2024: $121,384Liabilities 2024: $3,866Net Assets 2024: $117,5182024Assets 2025: $96,316Liabilities 2025: $2,665Net Assets 2025: $93,6512025

Highlighted filing

2016

Assets$286,483
Liabilities$1,512
Net Assets$284,971
Open 2016 Filing

Operations Trend

Revenue Growth57th percentile

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

$150K$100K$50K$0-$50KRevenue 2010: $42,341Expenses 2010: $62,987Net Income 2010: -$20,6462010Revenue 2011: $41,016Expenses 2011: $69,761Net Income 2011: -$28,7452011Revenue 2012: $42,489Expenses 2012: $62,133Net Income 2012: -$19,6442012Revenue 2013: $45,758Expenses 2013: $70,459Net Income 2013: -$24,7012013Revenue 2014: $56,081Expenses 2014: $79,714Net Income 2014: -$23,6332014Revenue 2015: $53,305Expenses 2015: $72,984Net Income 2015: -$19,6792015Revenue 2016: $56,105Expenses 2016: $78,622Net Income 2016: -$22,5172016Revenue 2017: $57,903Expenses 2017: $68,973Net Income 2017: -$11,0702017Revenue 2018: $57,609Expenses 2018: $73,881Net Income 2018: -$16,2722018Revenue 2019: $56,087Expenses 2019: $78,699Net Income 2019: -$22,6122019Revenue 2020: $60,574Expenses 2020: $76,728Net Income 2020: -$16,1542020Revenue 2021: $58,777Expenses 2021: $75,373Net Income 2021: -$16,5962021Revenue 2022: $58,629Expenses 2022: $85,014Net Income 2022: -$26,3852022Revenue 2023: $67,407Expenses 2023: $112,807Net Income 2023: -$45,4002023Revenue 2024: $74,652Expenses 2024: $86,946Net Income 2024: -$12,2942024Revenue 2025: $66,965Expenses 2025: $90,832Net Income 2025: -$23,8672025

Highlighted filing

2016

Revenue$56,105
Expenses$78,622
Net Income-$22,517
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Apr 13, 2017
Return Version
2015v3.0
Gross Receipts
$56,105
Mission and Program Overview

Mission

Provide housing for mentally handicapped adults

Program Services

DescriptionGrantsExpenses
HOUSING-$78,622
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DENISE SCHADEGGExecutive DiFT$65,039$11,020$76,059
LYNN SHEPARDPresident-$0--
DONNA BRANNVice Preside-$0--
DAN WILLISSecretary-$0--
CAROL CHADWICKDirector-$0--
JAN ROLLINGSTreasure-$0--
DAVID LINSTRANDDirector-$0--
Filing and Contact Details

Filer

Filer Name
Shepard Apartments Inc
EIN
93-1254945
Phone
5413435831
Address
910 JEFFERSON ST, EUGENE, OR 97402

Signing Officer

Name
Denise Schadegg
Title
Executive Director
Phone
5413435831
Signed
2017-04-13
Discuss with paid preparer
Yes

Preparer

Firm
Jones & Roth Pc
Address
PO BOX 10086, EUGENE, OR 97440
Preparer
Fritz S Duncan
Phone
5416872320
Supplemental Narrative

Additional Explanations

Form 990-ez, Part II, Line 24

“Equipment 11,168 11,168 less accumulated depreciation 7,467 8,683 escrow deposits 1,532 1,532 replacement reserve 16,576 18,471 residual receipts 4,484 414 total 26,293 22,902”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 400 0 tenant security deposits 1,532 1,512”

Raw XML Appendix160 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
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IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd097401
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0407
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IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
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IRS990EZ/NetAssetsOrFundBalancesEOYAmt0284971
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt665039
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt011020
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0LYNN SHEPARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1DONNA BRANN
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3CAROL CHADWICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4JAN ROLLINGS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5DAVID LINSTRAND
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6EXECUTIVE DI
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt026293
IRS990EZ/OtherAssetsTotalDetail/EOYAmt022902
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROVIDE HOUSING FOR MENTALLY HANDICAPPED ADULTS
IRS990EZ/ProgramServiceRevenueAmt016426
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HOUSING
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt078622
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0OR
IRS990EZ/SubjectToProxyTaxInd0false
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IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.HALFWAYHOUSESERVICES.ORG/SHEPARD.H
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME 119
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt039671
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt037774
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt026439
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt039671
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt026439
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0168223
IRS990ScheduleA/TotalSupportAmt0168382
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EQUIPMENT 11,168 11,168 LESS ACCUMULATED DEPRECIATION 7,467 8,683 ESCROW DEPOSITS 1,532 1,532 REPLACEMENT RESERVE 16,576 18,471 RESIDUAL RECEIPTS 4,484 414 TOTAL 26,293 22,902
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACCOUNTS PAYABLE AND ACCRUED EXPENSES 400 0 TENANT SECURITY DEPOSITS 1,532 1,512
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DENISE SCHADEGG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05413435831
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHEPARD APARTMENTS INC
ReturnHeader/Filer/BusinessNameControlTxt0SHEP
ReturnHeader/Filer/EIN0931254945
ReturnHeader/Filer/PhoneNum05413435831
ReturnHeader/Filer/USAddress/AddressLine1Txt0910 JEFFERSON ST
ReturnHeader/Filer/USAddress/CityNm0EUGENE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097402
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0930819646
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 10086
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EUGENE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097440
ReturnHeader/PreparerPersonGrp/PhoneNum05416872320
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRITZ S DUNCAN
ReturnHeader/ReturnTs02017-05-10T10:16:12-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$286,483
Liabilities
$1,512
Net assets
$284,971
Revenue
$56,105
Expenses
$78,622
Net income
-$22,517
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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