2013-04-19T11:10:05-05:00 2012-06-30 271728945 O'CONNOR DAVIES LLP ONE STAMFORD LANDING STAMFORD CT 06902 990 2011-07-01 311724639 SHEPHERDS INC SHEP 2033674273 299 WASHINGTON AVE BRIDGEPORT CT 06604 NORMA DARRAGH 2033674273 2013-04-17 1 ROBIN STRONG P00713382 2033232400 2011 2016-03-07 17:11:31Z NORMA DARRAGH 299 WASHINGTON AVE BRIDGEPORT CT 06604 515786 0 X N/A X 1998 CT SHEPHERDS, INC. WAS ESTABLISHED TO PROVIDE INNER-CITY, ECONOMICALLY DISADVANTAGED STUDENTS WITH AN OPPORTUNITY TO RECEIVE A QUALITY EDUCATION AT A NON-PUBLIC HIGH SCHOOL, THROUGH THE FINANCIAL SUPPORT AND ONE-TO-ONE GUIDANCE OF A FOUR-YEAR SPONSOR/MENTOR. SHEPHERDS' GOAL IS TO HELP AT-RISK STUDENTS, MOST OF THEM FIRST GENERATION, TO EARN A HIGH SCHOOL DIPLOMA, COLLEGE ACCEPTANCES AND AMPLE FINANCIAL AID/SCHOLARSHIP SUPPORT TO BE ABLE TO ATTEND, THUS MAKING A MEANINGFUL AND POSITIVE IMPACT ON YOUNG PEOPLES' LIVES, THEIR FAMILIES AND THEIR COMMUNITIES-AT-LARGE. 11 11 1 70 0 0 517836 498998 21341 16694 129 94 -8221 0 531085 515786 351021 301495 0 0 109750 112314 0 0 0 62218 60817 522989 474626 8096 41160 248407 208798 93956 13187 154451 195611 X SHEPHERD'S MISSION IS TO PROVIDE DISADVANTAGED INNER CITY CONNECTICUT YOUTH WITH THE OPPORTUNITY OF A QUALITY EDUCATION AT A NON-PUBLIC HIGH SCHOOL AND THE SUPPORT OF A POSITIVE ADULT ROLE MODEL - A MENTOR - WHO FILLS A VOID IN THEIR LIVES. 0 0 444598 301495 16694 SHEPHERDS AFFORDS DISADVANTAGED INNER CITY CONNECTICUT YOUTH WITH THE OPPORTUNITY TO RECEIVE A QUALITY COLLEGE PREPARATORY EDUCATION AT NON-PUBLIC HIGH SCHOOLS. SHEPHERDS RECRUITS ADULT SPONSORS WHO MAKE A FOUR-YEAR COMMITMENT TO PAY SOME OR ALL OF A STUDENT'S TUITION AND MENTORS WHO PROVIDE ENCOURAGEMENT AND GUIDANCE OVER THE FOUR-YEAR HIGH SCHOOL JOURNEY. FOR THE YEAR ENDING JUNE 30, 2012, SHEPHERDS HAD 65 STUDENTS ENROLLED IN THE PROGRAM ACROSS FIVE PARTNERSHIP HIGH SCHOOLS: KOLBE CATHEDRAL IN BRIDGEPORT, NOTRE DAME OF WEST HAVEN, TRINITY CATHOLIC IN STAMFORD, IMMACULATE IN DANBURY AND XAVIER HIGH SCHOOL IN MIDDLETOWN. SHEPHERDS' COLLEGE PREP, ACCESS & READINESS AND TOOLKIT FOR SELF-MASTERY SUCCESS PROGRAMS PROVIDE RESOURCES NEEDED FOR STUDENTS TO GRADUATE HIGH SCHOOL, EARN COLLEGE ACCEPTANCES AND ACCESS AMPLE FINANCIAL AID/SCHOLARSHIP SUPPORT TO BE ABLE TO ATTEND. SINCE INCEPTION, 167 SHEPHERDS' STUDENTS HAVE EARNED HIGH SCHOOL DIPLOMAS, 90%+ OF WHOM ENROLLED IN INSTITUTIONS OF HIGHER LEARNING. 444598 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 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 0 0 0 0 0 0 1 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 X 11 11 1 0 0 0 0 0 0 1 0 1 0 1 0 0 1 1 0 0 CT X X NORMA DARRAGH 2033674273 299 WASHINGTON AVENUE BRIDGEPORT CT 06604 TIMOTHY STUART 1.00 X X 0 0 0 WILLIAM H BESGEN 1.00 X X 0 0 0 HOPE E CARTER 1.00 X X 0 0 0 BRENDAN M FISK 1.00 X 0 0 0 KATHLEEN M LACROIX 1.00 X 0 0 0 TRACY MCHALE STUART CFA 1.00 X 0 0 0 WILLIAM J PHELAN 1.00 X 0 0 0 BARNET PHILLIPS IV 1.00 X 0 0 0 MICHAEL D GRIFFIN 1.00 X 0 0 0 WILLIAM B LYTTON III 1.00 X 0 0 0 MARTHA TURNER 1.00 X 0 0 0 NORMA K DARRAGH 40.00 X 96820 0 6399 96820 0 6399 0 0 0 0 0 498998 498998 SERVICE REVENUE 900099 16694 16694 16694 94 94 515786 16694 0 94 301495 301495 103889 98694 5195 8425 8004 421 6500 6500 12979 2855 10124 2250 495 1755 2328 512 1816 962 212 750 3467 3467 PROGRAM DEVELOPMENT 21932 21932 COLLEGE PREP SERVICES 6953 6953 STUDENT EVENTS EXPENSE 3446 3446 474626 444598 30028 0 65840 30927 83765 68859 6258 17430 4812 2807 2967 2005 89577 89577 248407 208798 93956 13187 93956 13187 X 5398 71022 149053 124589 154451 195611 248407 208798 41160 0 X X 0 1 1 X 0 X 627718 765915 602501 509615 498998 3004747 627718 765915 602501 509615 498998 3004747 339416 2665331 205 339 193 129 94 960 3005707 130378 0.88680 0.89680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4812 2807 2005 2005 COMMUNITY FOUNDATION FOR GREATER NEW HAVEN 89577 F 89577 515786 474626 41160 41160 515786 0 515786 0 515786 474626 0 474626 0 474626 DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X: SHEPHERDS RECOGNIZES THE EFFECT OF INCOME TAX PROVISIONS ONLY IF THOSE POSITIONS ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT SHEPHERDS HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLSOURE. SHEPHERDS IS NO LONGER SUBJECT TO AUDITS BY THE APPLICABLE TAX JURISDICTIONS FOR PERIODS PRIOR TO 2009. 1 TUITION ASSISTANCE FOR UNDERPRIVELAGED PRIVATE HIGH SCHOOL STUDENTS 65 301495 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: SHEPHERDS PROVIDES PAYMENTS DIRECTLY TO THE HIGH SCHOOL EACH STUDENT IS ATTENDING. THE SCHOOL IN TURN CONFIRMS SCHOOL ELIGIBILITY FOR EACH STUDENT BACK TO SHEPHERDS. FORM 990, PART VI, SECTION A, LINE 2 TIMOTHY STUART AND TRACY MCHALE STUART ARE HUSBAND AND WIFE. FORM 990, PART VI, SECTION A, LINE 8B THERE IS NO COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11 SHEPHERDS HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. THE FORM 990 IS FIRST REVIEWED BY THE EXECUTIVE DIRECTOR WITH ANY ISSUES OR QUESTIONS SHE MIGHT HAVE ARE RESOLVED WITH THE ACCOUNTING FIRM. THE FORM 990 IS THEN DISTRIBUTED TO THE BOARD OF DIRECTORS PRIOR TO THE BOARD MEETING AND IS REVIEWED AT THE MEETING. AFTER REVIEW, DISCUSSION AND REVISION (IF NECESSARY), IT IS THEN VOTED UPON FOR APPROVAL. WITH THE APPROVAL OF THE BOARD OF DIRECTORS, THE FORM 990 IS THEN FILED WITH THE STATE AND FEDERAL GOVERNMENTS. FORM 990, PART VI, SECTION B, LINE 15A THE COMPENSATION FOR THE EXECUTIVE DIRECTOR IS DETERMINED BY COMPARING THE SALARIES OF COMPARABLE POSITIONS IN SIMILAR NON-PROFIT ORGANIZATIONS. FORM 990, PART VI, SECTION C, LINE 19 FORM 990 AND FORM 1023 ARE MADE AVAILABLE FOR PUBLIC VIEWING UPON WRITTEN REQUEST AT SHEPHERDS' HEADQUARTERS LOCATED AT 299 WASHINGTON AVE., BRIDGEPORT, CT 06604. FORM 990 IS AVAILABLE ON WWW.GUIDESTAR.ORG, WWW.CHARITYNAVIGATOR.ORG AND WWW.ERI-NONPROFIT-SALARIES.COM. CONTACT ADDRESSES FOR OFFICERS, DIRECTORS, ETC FORM 990, PART VII TIMOTHY STUART - 998 SASCO HILL ROAD, FAIRFIELD , CT 06824. WILLIAM H. BESGEN - 59 PEPPER LANE, NEW CANNAN , CT 06840. HOPE E. CARTER - 492 MARIOMI ROAD, NEW CANNAN, CT 06840. BRENDAN M. FISK - 1360 GALLOPING HILL ROAD, FAIRFIELD , CT 06824. KATHLEEN M. LACROIX - 151 ANCHOR DRIVE, VERO BEACH, FL 32963. TRACY MCHALE STUART, CFA - 998 SASCO HILL ROAD, FAIRFIELD, CT 06824. WILLIAM J. PHELAN - 330 ELM STREET, NEW CANNAN, CT 06840. BARNET PHILLIPS, IV - 6 HYCLIFF ROAD, GREENWICH, CT 06831. MICHAEL D. GRIFFIN - 321 ISLAND CREEK DRIVE , VERO BEACH, FL 32963 . WILLIAM B. LYTTON III - 252 SILVERMINE ROAD, NEW CANNAN, CT 06840. MARTHA TURNER - 316 SAILORS LANE, BRIDGEPORT, CT 06605. FINANCIAL STATEMENT AUDIT OVERSIGHT FORM 990, PART XII, LINE 2C: THE EXECUTIVE COMMITTEE SELECTS AUDITORS AND OVERSEES THE AUDIT ENGAGEMENT. THIS PROCESS HAS NOT CHANGED SINCE LAST YEAR.