2025-10-22T10:55:49-05:00 2024-12-31 934739451 PPCO ADVISORS LLC 333 W SANTA CLARA ST SUITE 800 SAN JOSE CA 951131716 990 2024-01-01 824760735 SECURED ALLIANCE SECU 4803879875 10439 S 51ST STREET STE 225 PHOENIX AZ 85044 LEAH M FERGUSON CONTROLLER 4803879875 2025-10-22 1 1 EDWARD A DAVIS P00638313 4082877911 2024 2025-03-06 01:10:19Z NATE SCHNACKENBERG 10439 S 51ST STREET STE 225 PHOENIX AZ 85044 4862794 0 X WWW.SECUREDALLIANCE.ORG X 2018 AZ PROFESSIONAL SUPPORT FOR CONSERVATORSHIP, GUARDIANSHIP, AND TRUSTEESHIP SERVICES 8 8 39 7 0 0 0 0 4077692 4747278 76474 91264 0 24252 4154166 4862794 0 0 0 0 3633389 3500710 0 0 607169 1186052 1251794 4819441 4752504 -665275 110290 2558616 3727457 1795827 2854378 762789 873079 TO PROVIDE STRATEGIC LEADERSHIP, INFRASTRUCTURE AND OFFICE SUPPORT FOR AFFILIATE ORGANIZATION. 0 0 3540549 4862794 TO PROVIDE SUPPORTING SERVICES TO AFFILIATES AND STREAMLINE SERVICE DELIVERY OF AFFILIATE ORGANIZATIONS TO MAXIMIZE COMMUNITY IMPACT. 3540549 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 11 0 1 39 1 0 0 0 0 0 0 0 0 0 0 X 8 8 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X LEAH M FERGUSON 4803879875 10439 S 51ST STREET STE 225 PHOENIX AZ 85044 DAVID JOHNSON CHAIRMAN 3.00 3.00 X X 0 0 0 JOANNE BRASBERGER TREASURER 3.00 3.00 X X 0 0 0 KARIN CROSBY BOARD MEMBER 3.00 3.00 X 0 0 0 MARGARET BARRY BOARD MEMBER 3.00 3.00 X 0 0 0 TOM YETTER BOARD MEMBER 3.00 3.00 X 0 0 0 TOM AVRAMIS SPECIAL ADVISOR 3.00 3.00 X X 43888 0 95176 FRAN WALISH BOARD MEMBER 3.00 3.00 X 0 0 0 TED SIMOS BOARD MEMBER 3.00 3.00 X 0 0 0 NATHAN C SCHNACKENBERG CEO 20.00 20.00 X X 213901 0 25887 CHARNISE M MOTHERSHED COO 20.00 20.00 X 150183 0 10704 BENJAMIN K RUMNEY CFO 20.00 20.00 X 150183 0 3939 GUO XIANG VP OF AUM 20.00 20.00 X 108485 0 12537 VANESSA MERINO DIRECTOR OF CARE SERVICES 20.00 20.00 X 109654 0 4225 LEAH M FERGUSON SENIOR VP/CONTROLLER 20.00 20.00 X 106508 0 14172 STEPHANIE F JOHNSON VP OF CLINICAL OPS 20.00 20.00 X 100920 0 9560 983722 0 176200 7 0 1 0 INSPERITY 19001 CRESENT SPRINGS DR KINGWOOD TX 77339 PEO 2594896 48 PIEDMONT PLACE LLC 4414 N CIVIC CENTER PLAZA STE 100 SCOTTSDALE AZ 85251 RENT 143661 RINGLER ASSOCIATES 5000 BIRCH STREET WEST TOWER SUITE NEWPORT BEACH CA 92660 STRUCTURED SETTLEMENT BROKER 133772 3 MANAGEMENT SERVICES 561000 3942510 3942510 FEES FOR SERVICES 561000 804768 804768 4747278 91264 91264 OTHER REVENUE 561000 24252 24252 24252 4862794 4862794 0 0 X 554798 421646 55480 77672 2216803 1684770 221680 310353 97616 74188 9762 13666 409212 311001 40921 57290 222281 168934 22228 31119 56846 56846 31910 31910 119515 25945 88791 4779 15166 10616 4550 49806 40429 3907 5470 321032 263246 24078 33708 203595 154732 20360 28503 94120 71127 8643 14350 1058 1058 36006 27365 3600 5041 1817 1817 20664 15705 2066 2893 OTHER 157364 151747 2341 3276 DUES & SUBSCRIPTIONS 58348 44344 5835 8169 GENERAL & ADMINISTRATIV 45214 34363 4521 6330 DATA STORAGE 34747 34747 4586 4586 4752504 3540549 604786 607169 114044 298763 2372822 2558299 40195 42736 273176 256399 0 16777 31555 810882 2558616 3727457 727011 773216 969262 1265036 99554 816126 1795827 2854378 X 762789 873079 762789 873079 2558616 3727457 110290 0 X X 0 0 0 X X 1 THE GOOD SHEPHERD FUND 237093399 7 1 0 0 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 66153 66153 0 207023 190246 16777 16777 RIGHT OF USE ASSET 810882 810882 LEASE LIABILITY 816126 816126 X 0 0 0 0 0 0 0 0 0 NATHAN C SCHNACKENBERG CEO 212901 0 1000 0 0 0 9040 0 16847 0 239788 0 0 0 CHARNISE M MOTHERSHED COO 149183 0 1000 0 0 0 1201 0 9503 0 160887 0 0 0 BENJAMIN K RUMNEY CFO 149183 0 1000 0 0 0 3939 0 0 0 154122 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED FOR COMPLETENESS AND ACCURACY BY THE BOARD OF DIRECTORS. APPROVAL OF THE FORM 990 IS DOCUMENTED IN THE MINUTES. FORM 990, PART VI, SECTION B, LINE 12C EACH EMPLOYEE AND DIRECTOR COMPLETES A DISCLOSURE STATEMENT ANNUALLY AND UPDATES IT IF CHANGES OCCUR. DISCLOSURE STATEMENTS ARE FILED WITH THE PRESIDENT WHO BRINGS POTENTIAL CONFLICTS TO THE ATTENTION TO THE BOARD OF TRUSTEES. THE BOARD OF TRUSTEES DETERMINES WHETHER A CONFLICT EXIST AND IS MATERIAL, AND IS IN PRESENCE OF AN EXISTING MATERIAL CONFLICT, WHETHER A CONTEMPLATED TRANSACTION MAY BE AUTHORIZED AS JUST, FAIR, AND REASONABLE TO THE GOOD SHEPHERD FUND. THE DECISION OF THE BOARD OF TRUSTEES ON THESE MATTERS RESTS IN THEIR SOLE DISCRETION, AND THEIR CONCERN IS THE WELFARE OF THE GOOD SHEPHERD FUND AND THE ADVANCEMENT OF ITS PURPOSE. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION OF OFFICERS AND KEY EMPLOYEES IS BASED ON COMPARABLE MARKET RATES IN THE ORGANIZATION'S GEOGRAPHICAL AREA AND ARE APPROVED BY THE BOARD OF TRUSTEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 24E CHARITABLE EXPENSES: PROGRAM SERVICE EXPENSES 2,329. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,329. CONTRACT LABOR: PROGRAM SERVICE EXPENSES 2,257. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,257. FORM 990, PART XII, LINE 2C: THE ORGANIZATION DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OR ITS SELECTION PROCESS DURING THE TAX YEAR. THE GOOD SHEPHERD FUND 10439 S 51ST STREET STE 225 PHOENIX AZ 85044 237093399 CONSERVATORSHIP, GUARDIANSHIP, AND TRUSTEESHIP SERVICES AZ 501(C)(3) LINE 7 0 SECURED FUTURES INC 10439 S 51ST STREET STE 225 PHOENIX AZ 85044 262396880 TRUST ADMINISTRATION AND ADVOCACY AZ 501(C)(3) LINE 10 0 PROE TECHNOLOGIES LLC 10439 S 51ST STREET STE 225 PHOENIX AZ 85044 852329965 SOFTWARE DEVELOPMENT DE 0 0 SECURED ALLIANCE VENTURES INC 10439 S 51ST STREET STE 225 PHOENIX AZ 85044 842033194 COMPUTER SYSTEM DESIGN AZ C 1.00000 0 SECUREDQSF CORP 10439 S 51ST STREET STE 225 PHOENIX AZ 85044 851231126 ADMINISTRATIVE SERVICES AZ C 0.58000 0 0 0 0 1 1 0 0 0 0 0 0 1 0 1 1 1 1 0 0 THE GOOD SHEPHERD FUND-SALARIES O 804769 FMV THE GOOD SHEPHERD FUND-MANAGEMENT FEE L 846105 FMV THE GOOD SHEPHERD FUND-NOTE PAYABLE E 1265036 FMV THE GOOD SHEPHERD FUND-INTEREST P 36006 FMV SECURED FUTURES INC - MANAGEMENT FEE L 3096405 FMV THE GOOD SHEPHERD FUND - EXPENSES Q 12126 FMV SECURED FUTURES INC Q 12126 FMV SECURED ALLIANCE VENTURES INC D 2372607 FMV