2021-04-16T07:31:53-05:00 2019-06-30 113518842 MARKS PANETH LLP 4 MANHATTANVILLE ROAD PURCHASE NY 10577 990 2018-07-01 311724639 SHEPHERDS INC SHEP 2033674273 299 WASHINGTON AVE BRIDGEPORT CT 06604 LOUIS TAYLOR TREASURER 2033674273 2021-04-06 1 SCOTT M BRENNER P01247233 9145249000 2018 2022-09-23 18:48:47Z X LOUIS TAYLOR 299 WASHINGTON AVE BRIDGEPORT CT 06604 1218821 0 X WWW.SHEPHERDSMENTORS.ORG X 1998 CT 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. 14 13 2 75 0 0 576507 1033503 15206 14398 1848 252 149 -29640 593710 1018513 293622 276732 0 0 181386 205415 0 0 84466 117769 172315 592777 654462 933 364051 213072 586574 9072 12194 204000 574380 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. 0 0 527390 276732 14398 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. 527390 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 6 0 1 2 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 14 13 1 0 0 0 0 0 0 1 1 0 0 1 0 0 1 1 0 0 CT X DANIEL MCAULIFFE EXECUTIVE DIRECTOR 2033674273 299 WASHINGTON AVENUE BRIDGEPORT CT 06604 BARNET PHILLIPS IV ESQ VICE-CHAIR & FOUNDING DIRECTOR 1.00 X X 0 0 0 CARRIE SINDELAR DIRECTOR 1.00 X 0 0 0 DANIEL MCAULIFFE EXECUTIVE DIRECTOR 40.00 X X 100000 0 0 DAVID E MORAN DIRECTOR 1.00 X 0 0 0 FREDERICK MCMULLEN DIRECTOR 1.00 X 0 0 0 GREG DILLON DIRECTOR 1.00 X 0 0 0 HUGH MCCRORY DIRECTOR 1.00 X 0 0 0 LISY CURRIER MARTINEZ DIRECTOR 1.00 X 0 0 0 LOUIS W TAYLOR TREASURER 1.00 X X 0 0 0 MARK A MILANO ESQ SECRETARY 1.00 X X 0 0 0 RUBY MELTON DIRECTOR 1.00 X 0 0 0 THOMAS WYNNE DIRECTOR 1.00 X 0 0 0 TIMOTHY J STUART CHAIRMAN & FOUNDING DIRECTOR 1.00 X X 0 0 0 TYRELL M TAYLOR DIRECTOR 1.00 X 0 0 0 100000 0 0 0 0 0 0 0 477109 556394 149330 1033503 SERVICE REVENUE 900099 14398 14398 14398 308 308 146112 146168 -56 -56 -56 24500 477109 54140 -29640 -29640 1018513 14398 0 -29388 276732 276732 120000 102000 6000 12000 63000 53550 3150 6300 6000 5100 300 600 16415 13952 821 1642 18199 18199 19350 4088 15262 24864 24864 38033 13988 1350 22695 3700 2590 555 555 10127 2532 7595 COLLEGE PREP AND WORKSH 30229 30229 PROGRAM DEVELOPMENT 18282 17186 548 548 STUDENT SERVICES 9531 9531 654462 527390 42606 84466 104133 95623 22569 65407 5188 98750 21663 7969 7969 0 0 59519 311794 0 15000 213072 586574 9072 12194 9072 12194 X 106317 443355 97683 131025 204000 574380 213072 586574 364051 6329 0 X X 0 1 X 1 0 X 589796 611776 551150 576507 1033503 3362732 589796 611776 551150 576507 1033503 3362732 234877 3127855 78 9 214 314 308 923 325 24500 24825 3388480 46925 0.92310 0.91860 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 59519 1134 268 60385 64180 597 5000 258 59519 69344 5000 164 64180 74664 5000 320 69344 79683 5000 20 74664 0.00000 0.00000 1.00000 0 0 7969 7969 0 0 COMMUNITY FDN FOR GREATER NEW HAVEN 60385 F SHEPHERDS INC 251409 F 311794 X 1024842 6329 6329 1018513 0 1018513 654462 0 654462 0 654462 PART X, LINE 2: 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. 20TH ANNIVERSARY DINNER 501609 477109 24500 1448 17970 19106 15616 501609 477109 24500 1448 17970 19106 15616 54140 -29640 1 TUITION ASSISTANCE TO PRIVATE HIGH SCHOOLS FOR DISADVANTAGED INNER CITY STUDENTS. 57 276732 PART I, LINE 2: 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. X 12 149330 FAIR MARKET VALUE 0 1 0 PART I, COLUMN (B): THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. 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.