SHEPHERDS INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SHEPHERDS INC (EIN 31-1724639)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2021-04-16
- IRS object ID
- 202121069349300507
- Schema version
- 2018v3.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-04-16T07:31:53-05:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113518842 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARKS PANETH LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 MANHATTANVILLE ROAD | AddressLine1Txt |
| City | PURCHASE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10577 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311724639 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEPHERDS INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SHEP | BusinessNameControlTxt |
| Phone | 2033674273 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 299 WASHINGTON AVE | AddressLine1Txt |
| City | BRIDGEPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06604 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LOUIS TAYLOR | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 2033674273 | PhoneNum |
| Signature | 2021-04-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SCOTT M BRENNER | PreparerPersonNm |
| PTIN | P01247233 | PTIN |
| Phone | 9145249000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Principal Officer | LOUIS TAYLOR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 299 WASHINGTON AVE | AddressLine1Txt |
| City | BRIDGEPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06604 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,218,821 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SHEPHERDSMENTORS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1998 | FormationYr |
| Legal Domicile State | CT | LegalDomicileStateCd |
| Activity Or Mission | TO OPEN THE DOOR OF OPPORTUNITY TO DISADVANTAGED INNER CITY CONNECTICUT YOUTH WITH A QUALITY COLLEGE PREPARATORY EDUCATION AT A NON-PUBLIC HIGH SCHOOL AND THE INTRODUCTION OF A POSITIVE ROLE MODEL - A MENTOR - WHO FILLS A VOID IN THEIR LIVES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 2 | TotalEmployeeCnt |
| Total Volunteers | 75 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $576,507 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,033,503 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $15,206 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $14,398 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,848 | PYInvestmentIncomeAmt |
| CY Investment Income | $252 | CYInvestmentIncomeAmt |
| PY Other Revenue | $149 | PYOtherRevenueAmt |
| CY Other Revenue | -$29,640 | CYOtherRevenueAmt |
| PY Total Revenue | $593,710 | PYTotalRevenueAmt |
| CY Total Revenue | $1,018,513 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $293,622 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $276,732 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $181,386 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $205,415 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $84,466 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $117,769 | PYOtherExpensesAmt |
| CY Other Expenses | $172,315 | CYOtherExpensesAmt |
| PY Total Expenses | $592,777 | PYTotalExpensesAmt |
| CY Total Expenses | $654,462 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $933 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $364,051 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $213,072 | TotalAssetsBOYAmt |
| Total Assets EOY | $586,574 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $9,072 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $12,194 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $204,000 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $574,380 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE A QUALITY COLLEGE PREPARATORY EDUCATION AT A NON-PUBLIC HIGH SCHOOL TO DISADVANTAGED INNER CITY CONNECTICUT YOUTH AND PROVIDE A POSITIVE ROLE MODEL - A MENTOR - TO FILL A VOID IN THEIR LIVES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $527,390 | ExpenseAmt |
| Grant | $276,732 | GrantAmt |
| Revenue | $14,398 | RevenueAmt |
| Desc | SHEPHERDS PROVIDES INNER-CITY CONNECTICUT HIGH SCHOOL STUDENTS WITH THE FINANCING AND MENTORING SUPPORT TO OBTAIN A COLLEGE PREPARATORY EDUCATION IN A NON-PUBLIC SCHOOL. SHEPHERDS RECRUITS SPONSORS WHO MAKE A FOUR-YEAR COMMITMENT TO PAY PART OR ALL OF A STUDENT'S TUITION AND MENTORS WHO WORK ONE-ON-ONE WITH A STUDENT PROVIDING DIRECTION AND SUPPORT.DURING 2019, SHEPHERDS, INC. PROVIDED FINANCIAL SUPPORT FOR FIFTY-SEVEN STUDENTS ENROLLED IN THE PROGRAM ACROSS TWO PARTNERSHIP HIGH SCHOOLS: KOLBE CATHEDRAL IN BRIDGEPORT AND NOTRE DAME OF WEST HAVEN. TWENTY-THREE STUDENTS GRADUATED FROM THEIR RESPECTIVE HIGH SCHOOLS DURING THE YEAR ENDED JUNE 30, 2019. | Desc |
| Total Program Service Expenses | $527,390 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 2 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DANIEL MCAULIFFE EXECUTIVE DIRECTOR | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2033674273 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 299 WASHINGTON AVENUE | AddressLine1Txt |
| City | BRIDGEPORT | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06604 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| BARNET PHILLIPS IV ESQ | ||||||
| VICE-CHAIR & FOUNDING DIRECTOR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| CARRIE SINDELAR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| DANIEL MCAULIFFE | ||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | Yes (X) | $100,000 | $0 | $0 |
| DAVID E MORAN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| FREDERICK MCMULLEN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| GREG DILLON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| HUGH MCCRORY | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LISY CURRIER MARTINEZ | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| LOUIS W TAYLOR | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARK A MILANO ESQ | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| RUBY MELTON | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| THOMAS WYNNE | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| TIMOTHY J STUART | ||||||
| CHAIRMAN & FOUNDING DIRECTOR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TYRELL M TAYLOR | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $100,000 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $477,109 | FundraisingAmt |
| All Other Contributions | $556,394 | AllOtherContributionsAmt |
| Noncash Contributions | $149,330 | NoncashContributionsAmt |
| Total Contributions | $1,033,503 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | SERVICE REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $14,398 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,398 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $14,398 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $308 | TotalRevenueColumnAmt |
| Exclusion | $308 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $146,112 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $146,168 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$56 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$56 | TotalRevenueColumnAmt |
| Exclusion | -$56 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $24,500 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $477,109 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $54,140 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$29,640 | TotalRevenueColumnAmt |
| Exclusion | -$29,640 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,018,513 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $14,398 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$29,388 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $276,732 | TotalAmt |
| Program Services | $276,732 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,000 | TotalAmt |
| Program Services | $102,000 | ProgramServicesAmt |
| Management And General | $6,000 | ManagementAndGeneralAmt |
| Fundraising | $12,000 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $63,000 | TotalAmt |
| Program Services | $53,550 | ProgramServicesAmt |
| Management And General | $3,150 | ManagementAndGeneralAmt |
| Fundraising | $6,300 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,000 | TotalAmt |
| Program Services | $5,100 | ProgramServicesAmt |
| Management And General | $300 | ManagementAndGeneralAmt |
| Fundraising | $600 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,415 | TotalAmt |
| Program Services | $13,952 | ProgramServicesAmt |
| Management And General | $821 | ManagementAndGeneralAmt |
| Fundraising | $1,642 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,199 | TotalAmt |
| Management And General | $18,199 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,350 | TotalAmt |
| Management And General | $4,088 | ManagementAndGeneralAmt |
| Fundraising | $15,262 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,864 | TotalAmt |
| Fundraising | $24,864 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,033 | TotalAmt |
| Program Services | $13,988 | ProgramServicesAmt |
| Management And General | $1,350 | ManagementAndGeneralAmt |
| Fundraising | $22,695 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,700 | TotalAmt |
| Program Services | $2,590 | ProgramServicesAmt |
| Management And General | $555 | ManagementAndGeneralAmt |
| Fundraising | $555 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,127 | TotalAmt |
| Program Services | $2,532 | ProgramServicesAmt |
| Management And General | $7,595 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| COLLEGE PREP AND WORKSH | $30,229 | $30,229 | ||
| PROGRAM DEVELOPMENT | $18,282 | $17,186 | $548 | $548 |
| STUDENT SERVICES | $9,531 | $9,531 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $654,462 | TotalAmt |
| Program Services | $527,390 | ProgramServicesAmt |
| Management And General | $42,606 | ManagementAndGeneralAmt |
| Fundraising | $84,466 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,133 | BOYAmt |
| EOY | $95,623 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,569 | BOYAmt |
| EOY | $65,407 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,188 | BOYAmt |
| EOY | $98,750 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $21,663 | BOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $7,969 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $7,969 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $59,519 | BOYAmt |
| EOY | $311,794 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $15,000 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $213,072 | BOYAmt |
| EOY | $586,574 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,072 | BOYAmt |
| EOY | $12,194 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,072 | BOYAmt |
| EOY | $12,194 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $106,317 | BOYAmt |
| EOY | $443,355 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,683 | BOYAmt |
| EOY | $131,025 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $204,000 | BOYAmt |
| EOY | $574,380 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $213,072 | BOYAmt |
| EOY | $586,574 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $364,051 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,329 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $589,796 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $611,776 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $551,150 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $576,507 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,033,503 | CurrentTaxYearAmt |
| Total | $3,362,732 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $589,796 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $611,776 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $551,150 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $576,507 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,033,503 | CurrentTaxYearAmt |
| Total | $3,362,732 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $234,877 | SubstantialContributorsTotAmt |
| Public Support Total170 | $3,127,855 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $78 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $9 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $214 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $314 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $308 | CurrentTaxYearAmt |
| Total | $923 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $325 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $24,500 | CurrentTaxYearAmt |
| Total | $24,825 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,388,480 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $46,925 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.92310 | PublicSupportCY170Pct |
| Public Support PY170 | 0.91860 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $59,519 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,134 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $268 | AdministrativeExpensesAmt |
| End Year Balance | $60,385 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $64,180 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $597 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $5,000 | OtherExpendituresAmt |
| Administrative Expenses | $258 | AdministrativeExpensesAmt |
| End Year Balance | $59,519 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $69,344 | BeginningYearBalanceAmt |
| Other Expenditures | $5,000 | OtherExpendituresAmt |
| Administrative Expenses | $164 | AdministrativeExpensesAmt |
| End Year Balance | $64,180 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $74,664 | BeginningYearBalanceAmt |
| Other Expenditures | $5,000 | OtherExpendituresAmt |
| Administrative Expenses | $320 | AdministrativeExpensesAmt |
| End Year Balance | $69,344 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $79,683 | BeginningYearBalanceAmt |
| Other Expenditures | $5,000 | OtherExpendituresAmt |
| Administrative Expenses | $20 | AdministrativeExpensesAmt |
| End Year Balance | $74,664 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.00000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 1.00000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $7,969 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,969 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| COMMUNITY FDN FOR GREATER NEW HAVEN | $60,385 | F |
| SHEPHERDS INC | $251,409 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $311,794 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $1,024,842 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $6,329 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $6,329 | RevenueNotReportedAmt |
| Revenue Subtotal | $1,018,513 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $1,018,513 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $654,462 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $654,462 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $654,462 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION EVALUATES ALL SIGNIFICANT TAX POSITIONS AS REQUIRED BY ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES. AS OF JUNE 30, 2019 THE ORGANIZATION DOES NOT BELIEVE THAT IT HAS TAKEN ANY POSITIONS THAT WOULD REQUIRE THE RECORDING OF ANY ADDITIONAL TAX LIABILITY NOR DOES IT BELIEVE THAT THERE ARE ANY UNREALIZED TAX BENEFITS THAT WOULD EITHER INCREASE OR DECREASE WITHIN THE NEXT YEAR. THE ORGANIZATION IS NO LONGER SUBJECT TO AUDITS BY THE APPLICABLE TAXING AUTHORITIES FOR THE PERIOD PRIOR TO 2014. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | 20TH ANNIVERSARY DINNER | Event1Nm |
| Gross Receipts Event1 | $501,609 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $477,109 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $24,500 | GrossRevenueEvent1Amt |
| Non Cash Prizes Event1 | $1,448 | NonCashPrizesEvent1Amt |
| Food And Beverage Event1 | $17,970 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $19,106 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $15,616 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $501,609 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $477,109 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $24,500 | GrossRevenueTotalEventsAmt |
| Non Cash Prizes Total Events | $1,448 | NonCashPrizesTotalEventsAmt |
| Food And Beverage Total Events | $17,970 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $19,106 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $15,616 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $54,140 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$29,640 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | TUITION ASSISTANCE TO PRIVATE HIGH SCHOOLS FOR DISADVANTAGED INNER CITY STUDENTS. | GrantTypeTxt |
| Recipient | 57 | RecipientCnt |
| Cash Grant | $276,732 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SHEPHERDS PROVIDES PAYMENTS DIRECTLY TO THE PARTICIPATING HIGH SCHOOLS AND IS NOTIFIED BY EACH SCHOOL AS TO THE ONGOING ELIGIBILITY OF EACH STUDENT WHO IS BEING ASSISTED. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 12 | ContributionCnt |
| Noncash Contributions Rpt F990 | $149,330 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FAIR MARKET VALUE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (1) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | LOUIS TAYLOR, TRUSTEE, AND TAMMY TAYLOR, TRUSTEE, HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 WAS PREPARED BY AN INDEPENDENT ACCOUNTANT AND WAS REVIEWED BY THE EXECUTIVE COMMITTEE AND SUBSEQUENTLY DISTRIBUTED TO THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12A: | THE ORGANIZATION DOES NOT HAVE A FORMAL WRITTEN CONFLICT OF INTEREST POLICY, HOWEVER, THEY DO MONITOR CONFLICTS. ANY POTENTIAL CONFLICTS ARE DISCUSSED AND ADDRESSED BY THE FULL BOARD OF TRUSTEES AS NEEDED. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE COMMITTEE SERVES AS THE COMPENSATION COMMITTEE AND DETERMINES THE COMPENSATION FOR THE EXECUTIVE DIRECTOR BY COMPARING SALARIES OF COMPARABLE POSITIONS IN OTHER NOT-FOR-PROFIT COMPANIES. THE EXECUTIVE DIRECTOR DOES NOT TAKE PART IN DETERMINING HIS COMPENSATION. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE GOVERNING DOCUMENTS, FORM 990, AND FORM 1023 ARE MADE AVAILABLE FOR VIEWING UPON WRITTEN REQUEST AT THE ORGANIZATION'S HEADQUARTERS. |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES THE RESPONSIBILITY FOR OVERSEEING THE AUDIT. THIS PROCESS HAS NOT CHANGED SINCE PREVIOUS YEARS. |
| AMENDED RETURN REASONS: | THE ORIGINAL RETURN REPORTED REALIZED GAINS OF $64,839 AND UNREALIZED LOSS OF $58,566. THE CORRECT AMOUNTS SHOULD BE $56 REALIZED LOSS, AND $6,329 UNREALIZED GAIN. SCHEDULE A, PART II AND SCHEDULE B, PART I: THE AMENDED RETURN SHOWS ONE MORE CONTRIBUTOR THAT WAS INADVERTENTLY OMITTED IN THE ORIGINAL RETURN FILED. |