SHEPHERDS INC: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- SHEPHERDS INC (EIN 31-1724639)
- Tax period
- 2010-07-01 to 2011-06-30
- Filed
- 2012-05-10
- IRS object ID
- 201241319349300914
- Schema version
- 2010v3.4
- 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) |
|---|---|---|
| Timestamp | 2012-05-10T08:37:22-05:00 | Timestamp |
| Tax Period End Date | 2011-06-30 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | O'CONNOR DAVIES MUNNS & DOBBINS LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE STAMFORD LANDING | AddressLine1 |
| City | STAMFORD | City |
| State | CT | State |
| ZIP Code | 06902 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-07-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 311724639 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHEPHERDS INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | SHEP | NameControl |
| Phone | 2033674273 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 299 WASHINGTON AVE | AddressLine1 |
| City | BRIDGEPORT | City |
| State | CT | State |
| ZIP Code | 06604 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | NORMA DARRAGH | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 2033674273 | Phone |
| Date Signed | 2012-05-01 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBIN STRONG | Name |
| Phone | 2033232400 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | X | AddressChange |
| Name Of Principal Officer Person | NORMA DARRAGH | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 299 WASHINGTON AVE | AddressLine1 |
| City | BRIDGEPORT | City |
| State | CT | State |
| ZIP Code | 06604 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 543042 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | N/A | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1998 | YearFormation |
| State Legal Domicile | CT | StateLegalDomicile |
| Activity Or Mission Description | SHEPHERDS, INC.'S WAS ESTABLISHED TO PROVIDE AS MANY 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 MENTORING GUIDANCE OF A FOUR-YEAR SPONSOR. IN DOING SO, SHEPHERDS STRIVES TO HELP DISADVANTAGED YOUTH IN CONNECTICUT EARN THEIR HIGH SCHOOL DIPLOMA, AND THUS MAKE A MEANINGFUL AND POSITIVE IMPACT ON YOUNG PEOPLES' LIVES. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 11 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 11 | NbrIndependentVotingMembers |
| Total Nbr Employees | 1 | TotalNbrEmployees |
| Total Nbr Volunteers | 73 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 602501 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 517836 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 23078 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 21341 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 193 | InvestmentIncomePriorYear |
| Investment Income Current Year | 129 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | -8221 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 625772 | TotalRevenuePriorYear |
| Total Revenue Current Year | 531085 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 359851 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 351021 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 127488 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 109750 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 65231 | OtherExpensePriorYear |
| Other Expenses Current Year | 62218 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 552570 | TotalExpensesPriorYear |
| Total Expenses Current Year | 522989 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 73202 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 8096 | RevenuesLessExpensesCY |
| Total Assets BOY | 231151 | TotalAssetsBOY |
| Total Assets EOY | 248407 | TotalAssetsEOY |
| Total Liabilities BOY | 84796 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 93956 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 146355 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 154451 | NetAssetsOrFundBalancesEOY |
| Info In Schedule O Part III | X | InfoInScheduleOPartIII |
| Mission Description | 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 ROLE MODEL - A MENTOR - IN THEIR LIVES. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 487586 | Expense |
| Grants | 351021 | Grants |
| Revenue | 21341 | Revenue |
| Description | 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 MENTORS WHO MAKE A FOUR-YEAR COMMITMENT TO PAY SOME OR ALL OF A STUDENT'S TUITION AND TO PROVIDE ENCOURAGEMENT AND GUIDANCE. FOR THE YEAR ENDING JUNE 30, 2011, SHEPHERDS HAD 69 STUDENTS ENROLLED IN THE PROGRAM ACROSS SIX PARTNERSHIP HIGH SCHOOLS: KOLBE CATHEDRAL IN BRIDGEPORT, NOTRE DAME OF WEST HAVEN, TRINITY CATHOLIC IN STAMFORD, IMMACULATE IN DANBURY, THE ACADEMY OF OUR LADY OF MERCY, LAURALTON HALL IN MILFORD, 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, 156 SHEPHERDS' STUDENTS HAVE EARNED HIGH SCHOOL DIPLOMAS, 91%+ OF WHOM ENROLLED IN INSTITUTIONS OF HIGHER LEARNING. | Description |
| Total Program Service Expense | 487586 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 1 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 1 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 1 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 1 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 1 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 1 | QuidProQuoContributions |
| Quid Pro Quo Disclosure | 1 | QuidProQuoDisclosure |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 11 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 11 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 1 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | CT | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORMA DARRAGH | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2033674273 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 387 CLINTON AVENUE | AddressLine1 |
| City | BRIDGEPORT | City |
| State | CT | State |
| ZIP Code | 06605 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (12 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| TIMOTHY STUART | ||||||
| PRESIDENT | 1.00 | X | X | 0 | 0 | 0 |
| WILLIAM H BESGEN | ||||||
| TREASURER | 1.00 | X | X | 0 | 0 | 0 |
| HOPE E CARTER | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| BRENDAN M FISK | ||||||
| DIRECTOR & FOUNDER | 1.00 | X | 0 | 0 | 0 | |
| GEORGE W COLEMAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| KATHLEEN M LACROIX | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| TRACY MCHALE STUART CFA | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM J PHELAN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| BARNET PHILLIPS IV | ||||||
| DIRECTOR & FOUNDER | 1.00 | X | 0 | 0 | 0 | |
| MICHAEL D GRIFFIN | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| WILLIAM B LYTTON III | ||||||
| DIRECTOR | 1.00 | X | 0 | 0 | 0 | |
| NORMA K DARRAGH | ||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 95410 | 0 | 5213 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 95410 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 5213 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
| Fundraising Events | 41214 | FundraisingEvents |
| All Other Contributions | 476622 | AllOtherContributions |
| Total Contributions | 517836 | TotalContributions |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | SERVICE REVENUE | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 21341 | TotalRevenueColumn |
| Related Or Exempt Function Income | 21341 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 21341 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 129 | TotalRevenueColumn |
| Exclusion | $129 | ExclusionAmount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Income Fundraising Events | 3736 | GrossIncomeFundraisingEvents |
| Cntrbtns Rprtd Fundraising Events | 41214 | CntrbtnsRprtdFundraisingEvents |
| Fundraising Direct Expenses | 11957 | FundraisingDirectExpenses |
Net Income From Fundraising Events NetIncomeFromFundraisingEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -8221 | TotalRevenueColumn |
| Exclusion | -$8,221 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 531085 | TotalRevenueColumn |
| Related Or Exempt Function Income | 21341 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | -$8,092 | ExclusionAmount |
Grants To Domestic Individuals GrantsToDomesticIndividuals
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 351021 | Total |
| Program Services | 351021 | ProgramServices |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 102033 | Total |
| Program Services | 96931 | ProgramServices |
| Management And General | 5102 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7717 | Total |
| Program Services | 7331 | ProgramServices |
| Management And General | 386 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 9000 | Total |
| Management And General | 9000 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 21408 | Total |
| Program Services | 4709 | ProgramServices |
| Management And General | 16699 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 962 | Total |
| Program Services | 212 | ProgramServices |
| Management And General | 750 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3466 | Total |
| Management And General | 3466 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices |
|---|---|---|
| PROGRAM DEVELOPMENT | 16204 | 16204 |
| COLLEGE PREP SERVICES | 6460 | 6460 |
| STUDENT EVENTS EXPENSE | 4718 | 4718 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 522989 | Total |
| Program Services | 487586 | ProgramServices |
| Management And General | 35403 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 101032 | BOY |
| EOY | 149605 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 25852 | BOY |
| EOY | 6258 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 296 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 4812 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 1845 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 3929 | BOY |
| EOY | 2967 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 100042 | BOY |
| EOY | 89577 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 231151 | BOY |
| EOY | 248407 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 84796 | BOY |
| EOY | 93956 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 84796 | BOY |
| EOY | 93956 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 11625 | BOY |
| EOY | 5398 | EOY |
Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 134730 | BOY |
| EOY | 149053 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 146355 | BOY |
| EOY | 154451 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 231151 | BOY |
| EOY | 248407 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expenses | 8096 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 0 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org170b1 Avi | X | PubliclySupportedOrg170b1Avi |
Gifts Grants Contrib Received170 GiftsGrantsContribReceived170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 637216 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 627718 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 765915 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 602501 | CurrentTaxYearMinus1Year |
| Current Tax Year | 509615 | CurrentTaxYear |
| Total | 3142965 | Total |
Total170 Total170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 637216 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 627718 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 765915 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 602501 | CurrentTaxYearMinus1Year |
| Current Tax Year | 509615 | CurrentTaxYear |
| Total | 3142965 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amounts Subst Contributors Total | 322464 | AmountsSubstContributorsTotal |
| Public Support Total170 | 2820501 | PublicSupportTotal170 |
Gross Investment Income170 GrossInvestmentIncome170
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 1072 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 205 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 339 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 193 | CurrentTaxYearMinus1Year |
| Current Tax Year | 129 | CurrentTaxYear |
| Total | 1938 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | 3144903 | TotalSupport |
| Gross Receipts From Admissions Etc | 147134 | GrossReceiptsFromAdmissionsEtc |
| Public Support Pertcentage170 | 0.89680 | PublicSupportPertcentage170 |
| Public Support Pertcent Prior Year | 0.90360 | PublicSupportPertcentPriorYear |
| Thirty Three Percnt Tests CY170 | X | ThirtyThreePercntTestsCY170 |
Schedule B IRS990ScheduleB
Contributor Info ContributorInfo
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | RESTRICTED | ContributorNumber |
Contributor Name Business ContributorNameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor Address US ContributorAddressUS
| 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) |
|---|---|---|
| Aggregate Contributions | RESTRICTED | AggregateContributions |
Schedule D IRS990ScheduleD
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 4812 | OtherCostOrOtherBasis |
| Depreciation | 1845 | Depreciation |
| Book Value | 2967 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 2967 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | COMMUNITY FOUNDATION FOR GREATER NEW HAVEN | Description |
| Book Value | 89577 | BookValue |
| Method Of Valuation | F | MethodOfValuation |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 89577 | TotalOfBookValueSecurities |
| Total Revenue | 531085 | TotalRevenue |
| Total Expenses | 522989 | TotalExpenses |
| Excess Or Deficit For Year | 8096 | ExcessOrDeficitForYear |
| Total Adjustments | 0 | TotalAdjustments |
| Excess Or Deficit Per FS | 8096 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 531085 | TotRevenueEtcAuditedFinclStmt |
| Donated Srvc And Use Of Facilities | 1224 | DonatedSrvcAndUseOfFacilities |
| Revenue Not Rptd F990 | 1224 | RevenueNotRptdF990 |
| Revenue Subtotal | 529861 | RevenueSubtotal |
| Other Revenues Not Included | 1224 | OtherRevenuesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 1224 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 531085 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 522989 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 522989 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 522989 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)
| IdentifierIdentifier | Return ReferenceReturnReference | ExplanationExplanation |
|---|---|---|
| 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. SHEPHERDS IS NO LONGER SUBJECT TO AUDITS BY THE APPLICABLE TAX JURISDICTIONS FOR PERIODS PRIOR TO JULY 1, 2007. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | DONATED SERVICES AND USE OF FACILITIES AS PART OF SPECIAL EVENT EXPENSE 1,224. |
Schedule G IRS990ScheduleG
Events Information EventsInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | TENTH ANNIVERSARY CELEBRATION | NameOfEvent1 |
| Gross Receipts Event1 | 44950 | GrossReceiptsEvent1 |
| Charitable Contributions Event1 | 41214 | CharitableContributionsEvent1 |
| Gross Revenue Event1 | 3736 | GrossRevenueEvent1 |
| Food And Beverage Event1 | 3873 | FoodAndBeverageEvent1 |
| Other Direct Expenses Event1 | 8084 | OtherDirectExpensesEvent1 |
| Gross Receipts Total | 44950 | GrossReceiptsTotal |
| Charitable Contributions Total | 41214 | CharitableContributionsTotal |
| Gross Revenue Total Events | 3736 | GrossRevenueTotalEvents |
| Food And Beverage Total Events | 3873 | FoodAndBeverageTotalEvents |
| Other Direct Expenses Total Events | 8084 | OtherDirectExpensesTotalEvents |
| Direct Expense Summary Events | 11957 | DirectExpenseSummaryEvents |
| Net Income Summary | -8221 | NetIncomeSummary |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Records Maintained | 1 | RecordsMaintained |
Form990 Schedule I Part III Form990ScheduleIPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Grant | TUITION ASSISTANCE FOR UNDERPRIVELAGED PRIVATE HIGH SCHOOL STUDENTS | TypeOfGrant |
| Number Of Recipients | 69 | NumberOfRecipients |
| Amount Of Cash Grant | 351021 | AmountOfCashGrant |
Form990 Schedule I Part IV Form990ScheduleIPartIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | PROCEDURE FOR MONITORING GRANTS IN THE U.S.: | Identifier |
| Return Reference | PART I, LINE 2: | ReturnReference |
| Explanation | SCHEDULE I, PART I, LINE 2: SHEPHERD'S PROVIDES PAYMENTS DIRECTLY TO THE HIGH SCHOOL EACH STUDENT IS ATTENDING. THE SCHOOL IN TURN CONFIRMS SCHOOL ELIGIBILITY FOR EACH STUDENT BACK TO SHEPHERDS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (5 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | TIMOTHY AND TRACY MCHALE STUART ARE HUSBAND AND WIFE | |
| 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. | |
| 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 B, LINE 15A | |
| SHEPERD'S PROVIDES THE 990 INFORMATION UPON REQUEST TO MANAGEMENT. | FORM 990, PART VI, SECTION C, LINE 19 | |
| THIS PROCESS HAS NOT CHANGED SINCE LAST YEAR. |