2019-02-21T15:02:00-06:00 2018-06-30 363990892 Capin Crouse LLP 972 Emerson Parkway STE A Greenwood IN 46143 990 2017-07-01 201344722 Shepherds Foundation Inc SHEP 2628785620 1805 Fifteenth Avenue Union Grove WI 53182 Tracy N Terrill President 2628785620 2019-02-21 Ted R Batson Jr P00721951 3178852620 139.146.132.42 2019-02-21 16:01:54 ES P 655165576A9B5611D0B98F640D28096D965B09FA 8F5ADE443528097EC75D07C5FBCAC08368390CA0 2017 2019-02-21 02:37:17Z Tracy N Terrill 1805 Fifteenth Avenue Union Grove WI 53182 3509624 0 X www.shepherdsministries.org X 2004 WI Supporting organization for Shepherds Baptist Ministries 9 8 0 9 0 0 2945027 3241725 0 0 9504 -36669 0 0 2954531 3205056 2248425 2769118 0 0 375797 249582 0 0 0 169682 140345 2793904 3159045 160627 46011 2581073 2687739 0 0 2581073 2687739 X The mission of The Shepherds Foundation is to support the primary mission of Shepherds Ministries, Inc. and its affiliates through effective communication, faithful stewardship and promotion of philanthropic activities. The Shepherds Foundation encourages donors to contribute and arrange various types of charitable gifts to enhance the work of providing "compassionate Christian care" to individuals with intellectual disabilities. 0 0 3094870 2769118 Shepherds Foundation serves as the philanthropic arm of Shepherds Ministries and its affiliates to provide financial support through various types of contributions and gift income arrangements. 3094870 1 1 0 0 0 0 0 1 0 1 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 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 9 8 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 AL AK AR CA CO CT FL GA HI IL KS KY LA ME MD MA MI MN MS MO NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X Tracy N Terrill 2628785620 1805 Fifteenth Ave Union Grove WI 53182 John Anderson Chairman 1.00 1.00 X X 0 0 0 Robert L Cone Chairman (part year) 1.00 1.00 X X 0 0 0 Tracy Terrill President 1.00 40.00 X X 0 46599 46409 Dr William Amstutz President (part year) 1.00 40.00 X X 0 57156 53569 Janis Hansen Treasurer 1.00 X X 0 0 0 Dr David Gower Secretary 1.00 X X 0 0 0 John Matthiesen Director 1.00 1.00 X 0 0 0 Rev Sam Polson Director 1.00 1.00 X 0 0 0 Jessica Braeger Director 1.00 1.00 X 0 0 0 Dave Fantl Director 1.00 1.00 X 0 0 0 Scott Huedepohl Director 1.00 1.00 X 0 0 0 Rev Wm K Berhard Jr Director (part year) 1.00 X 0 0 0 0 103755 99978 0 0 0 0 0 3241725 13029 3241725 28331 28331 239568 229568 75000 10000 -75000 -65000 -65000 3205056 0 0 -36669 X 2769118 2769118 215330 215330 25479 25479 8773 8773 2348 2348 30147 11155 18992 763 763 28094 21352 6742 11243 11243 23557 23557 19343 19343 5022 5022 19828 19828 3159045 3094870 64175 0 145681 268542 73689 81999 1177237 1334409 75000 0 1109466 1002789 2581073 2687739 0 0 X 946684 756892 476543 778058 1157846 1152789 2581073 2687739 2581073 2687739 X 46011 65712 -5057 X X 0 1 X 1 0 X X 1 Shepherds Baptist Ministries 390988997 7 1 2769118 0 1 2769118 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 Schedule A, Part II Shepherds Foundation, Inc. has determined that, notwithstanding its classification as an organization described in section 509(a)(3), it nonetheless meets the public support test applicable to organizations described in section 170(b)(1)(A)(vi) and is therefore permitted to use the first special rule listed on page 1 of Schedule B in determining the threshold for listing donors on Schedule B, Part I. 0 100000 0 1024486 136939 93995 52770 1202650 885635 50174 96910 8233 1024486 787493 120218 16804 38880 885635 705998 156911 22322 97738 787493 630208 51354 24436 705998 0.65070 0.20790 0.14140 0 0 0 Beneficial interest in third party trust 902789 Donated first edition books 100000 1002789 Part III, Line 4: During the tax year ended 06/30/13, the organization received a donation of original King James Bibles. The organization plans to sell the Bibles. Part V, Line 4: The Foundation holds the endowment for the purpose of supporting the mission of Shepherds Baptist Ministries, Inc. Income on the endowment principal is to be used for the most urgent needs of the ministry as recommended by administration and approved by the Board of Directors. The permanently restricted endowment is to be used to support the educational and religious purposes of Shepherds Baptist Ministries. The third endowment fund is to be used to provide scholarships for needy and qualified students attending Shepherds College. The 2017 990, Schedule D, Part V, columns (b) - (c) have been updated to reflect corrected activity, including beginning and ending balances. 1 Shepherds Baptist Ministries Inc 1805 Fifteenth Ave Union Grove WI 53182 390988997 501(c)(3) 2769118 Ministry support 1 0 Part I, Line 2: The Foundation exists to support Shepherds Baptist Ministries, Inc. Grants are made for such assistance. The Foundation relies on the board of Shepherds Baptist Ministries, a related organization, to monitor the use of funds and ensure they are used for the intended purpose. Form 990, Part V, Line 2a Staff are compensated by a related organization, Shepherds Baptist Ministries. Shepherds Baptist Ministries files all required payroll information returns as required by the IRS. As such, due to common paymaster rules as instructed by the IRS, the number of employees reported represent the number of employees who work for the filing organization but are compensated by a related organization. Form 990, Part VI, Section A, line 1 The Executive Committee includes all officers of the corporation who are directors of the corporation, the chairperson of each of the standing committees, except the Board Development Committee, and additional members of the Board known as Members at Large elected annually at the time of election of officers. The Executive Committee conducts the business of the Corporation between regular Board of Directors' meetings within the general policies set by the Board of Directors. Form 990, Part VI, Section A, line 6 Shepherds Baptist Ministries is the sole member of Shepherds Foundation. Form 990, Part VI, Section A, line 7a Shepherds Baptist Ministries elects the members of Shepherds Foundation's Board of Directors. Form 990, Part VI, Section B, line 11b The Form 990 is prepared and reviewed by an independent CPA firm, reviewed in detail and approved by certain members of the organization's board and management, and a final copy of the return as filed with the IRS is presented to the full board before filing with the IRS. Form 990, Part VI, Section B, line 12c Board members and officers are required to disclose potential conflicts on an annual basis. The Board Chairman and Board Secretary monitor the process. Should any potential conflicts of interest be disclosed, the board member or officer would be asked to refrain from participation in any deliberation or decision with regard to matters affected by the relationship. Form 990, Part VI, Section B, line 15 The Foundation does not compensate any officers or key employees. Therefore, Lines 15a and 15b have been answered "no" in accordance with the instructions. Form 990, Part VI, Section C, line 19 The organization's governing documents, conflict of interest policy, and financial statements are made available to the public upon request. Form 990, Part IX, Column (b), Program service expenses As a supporting organization, the exempt purpose of the organization is to raise funds and support the ministry of Shepherds Baptist Ministries (SBM). Therefore, fundraising expenses equal to $325,752 have been reported in Column (b), Program service expenses on the functional expense statement as it is the "program" of the organization to raise funds for SBM. The Management and general expenses equal to $64,174 have been reported in Column (c) on the functional expense statement as these are determined to be the "administrative" expenses of the organization. Form 990, Part XI, line 9: Change in value of beneficial interests -5,057. Form 990, Part XII, Line 2c The organization's Finance Commmittee assumes responsibility for oversight of the audit of its financial statements and selection of its independent accountant. This process has not changed since the prior year. Shepherds Baptist Ministries Inc 1805 Fifteenth Avenue Union Grove WI 53182 390988997 Care for intellectually disabled adults WI 501(c)(3) Line 7 N/A 0 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 Shepherds Baptist Ministries Inc B Shepherds Baptist Ministries Inc L Shepherds Baptist Ministries Inc N Shepherds Baptist Ministries Inc O