2026-04-06T10:28:25-05:00 2025-06-30 332621854 CRI CAPIN CROUSE ADVISORS LLC 345 MASSACHUSETTS AVE STE 300 INDIANAPOLIS IN 46204 990 2024-07-01 201344722 SHEPHERDS FOUNDATION INC SHEP 2628785620 1805 FIFTEENTH AVENUE UNION GROVE WI 53182 BRIAN CANRIGHT PRESIDENT 2628785620 2026-04-06 1 1 SARA TIBBOTT P01486965 5055022746 2026-04-06 2024 2025-03-06 01:10:19Z BRIAN CANRIGHT 1805 FIFTEENTH AVENUE UNION GROVE WI 53182 3215563 0 X WWW.SHEPHERDSCOLLEGE.EDU X 2004 WI TYPE I SUPPORTING ORGANIZATION FOR SHEPHERDS MINISTRIES, INC. 10 9 10 9 0 0 2423864 2787980 0 0 70600 70 0 0 2494464 2788050 1724067 1795615 0 0 608731 811968 0 0 0 163343 229907 2496141 2837490 -1677 -49440 3316178 3598596 0 0 3316178 3598596 X THE MISSION OF THE SHEPHERDS FOUNDATION, INC. IS TO SUPPORT THE PRIMARY MISSION OF SHEPHERDS MINISTRIES, INC. THROUGH EFFECTIVE COMMUNICATION, FAITHFUL STEWARDSHIP AND PROMOTION OF PHILANTHROPIC ACTIVITIES. (CONTINUED ON SCHEDULE O)THE SHEPHERDS FOUNDATION, INC. ENCOURAGES DONORS TO CONTRIBUTE AND ARRANGE VARIOUS TYPES OF CHARITABLE GIFTS TO ENHANCE THE WORK OF EDUCATING AND TRAINING STUDENTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES. 0 0 2708718 1795615 SHEPHERDS FOUNDATION, INC. SERVES AS THE PHILANTHROPIC ARM OF SHEPHERDS MINISTRIES, INC. TO PROVIDE FINANCIAL SUPPORT THROUGH VARIOUS TYPES OF CONTRIBUTIONS AND GIFT INCOME ARRANGEMENTS. 2708718 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 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 10 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 9 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 AL AR CA CT FL GA HI IL KS KY LA MA MD ME MI MN MS NC ND NH NJ NM NY OR PA RI SC TN UT VA WA WV WI X TRACY TERRILL 2628785620 1805 FIFTEENTH AVENUE UNION GROVE WI 53182 TRACY TERRILL DIRECTOR 1.00 40.00 X 0 124145 76729 SCOTT HUEDEPOHL CHAIRMAN 1.00 1.00 X X 0 0 0 PAUL WILKEN TREASURER 1.00 1.00 X X 0 0 0 DR BILL LODEWYK DIRECTOR 1.00 1.00 X 0 0 0 JESSICA BRAEGER DIRECTOR 1.00 5.00 X 0 0 0 MARK STEVENS DIRECTOR 1.00 1.00 X 0 0 0 JOHN MATTHIESEN DIRECTOR 1.00 1.00 X 0 0 0 DEAN NIEWOLNY DIRECTOR 1.00 X 0 0 0 JEFFREY ERICKSON DIRECTOR 1.00 X 0 0 0 KIM LONGO DIRECTOR 1.00 X 0 0 0 BRIAN CANRIGHT PRESIDENT 40.00 1.00 X 0 124745 26397 CARRIE ZIEBELL SECRETARY 1.00 39.00 X 0 91967 20359 BRYAN TOMCZAK VP OF FINANCE 1.00 39.00 X 0 102257 3688 DAVID TENNYCK VP OF ADVANCEMENT 40.00 X 119631 0 19099 119631 443114 146272 1 0 1 0 0 2787980 79943 2787980 17911 17911 405952 3720 427513 0 -21561 3720 -17841 -17841 2788050 0 0 70 X 1795615 1795615 701224 701224 12175 12175 47462 47462 51107 51107 36836 36836 123071 45536 77535 2988 2988 48212 36642 11570 1848 1848 12942 12942 3027 3027 983 983 2837490 2708718 128772 0 43267 96885 50 2376687 2558383 896224 943278 3316178 3598596 0 0 X 1271302 1076151 2044876 2522445 3316178 3598596 3316178 3598596 X -49440 284804 47054 X 0 1 X 1 0 X X X 1 SHEPHERDS MINISTRIES INC 390988997 2 1 1795615 0 1 1795615 0 3349430 2153319 2308216 2423864 2787980 13022809 3349430 2153319 2308216 2423864 2787980 13022809 242108 12780701 23497 23414 150902 72569 17911 288293 13311102 0.96020 0.87300 X 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 SCHEDULE A, PART II THE ORGANIZATION IS A SUPPORTING ORGANIZATION AS DESCRIBED UNDER SECTION 509(A)(3) AND IS NOT REQUIRED TO COMPLETE A PUBLIC SUPPORT SCHEDULE. SCHEDULE A, PART II IS COMPLETED TO VERIFY THE ORGANIZATION CAN QUALIFY UNDER PUBLIC CHARITY STATUS SECTION 170(B)(1)(A)(VI) AND, THEREFORE, QUALIFIES TO USE THE FIRST LISTED SPECIAL RULE FOR SCHEDULE B REPORTING. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 2260175 10721 235865 106453 2400308 2040043 61742 276344 105657 12297 2260175 1998192 170325 168524 285433 11565 2040043 2189645 106999 -284905 13547 1998192 1781270 87854 396464 75943 2189645 0.72440 0.27560 0.00000 0 0 0 BENEFICIAL INTEREST IN THIRD PARTY TRUST 943278 943278 PART III, LINE 4: DURING THE TAX YEAR ENDED 06/30/13, THE ORGANIZATION RECEIVED A DONATION OF ORIGINAL KING JAMES BIBLES. IN FISCAL YEAR 2023, THE ORGANIZATION WROTE OFF THE NET BOOK VALUE OF THIS DONATION. PART V, LINE 4: THE FOUNDATION HOLDS THE ENDOWMENT FOR THE PURPOSE OF SUPPORTING THE MISSION OF SHEPHERDS 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 MINISTRIES, INC. THE THIRD ENDOWMENT FUND IS TO BE USED TO PROVIDE SCHOLARSHIPS FOR NEEDY AND QUALIFIED STUDENTS ATTENDING SHEPHERDS COLLEGE. 1 SHEPHERDS MINISTRIES INC 1805 FIFTEENTH AVE UNION GROVE WI 53182 390988997 501(C)(3) 1795615 0 MINISTRY SUPPORT 1 0 PART I, LINE 2: THE FOUNDATION EXISTS TO SUPPORT SHEPHERDS MINISTRIES, INC. GRANTS ARE MADE FOR SUCH ASSISTANCE. THE FOUNDATION RELIES ON THE BOARD OF SHEPHERDS MINISTRIES, A RELATED ORGANIZATION, TO MONITOR THE USE OF FUNDS AND ENSURE THEY ARE USED FOR THE INTENDED PURPOSE. 0 0 0 0 0 0 0 0 0 TRACY TERRILL DIRECTOR 0 124145 0 0 0 0 0 14009 0 62720 0 200874 0 0 BRIAN CANRIGHT PRESIDENT 0 124745 0 0 0 0 0 1758 0 24639 0 151142 0 0 X 5 79943 SELLING COST 0 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS REPRESENT THE NUMBER OF CONTRIBUTIONS RECEIVED, NOT THE NUMBER OF ITEMS DONATED. FORM 990, PART V, LINE 2A STAFF ARE COMPENSATED BY A RELATED ORGANIZATION, SHEPHERDS MINISTRIES, INC. SHEPHERDS MINISTRIES, INC. 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. SHEPHERDS FOUNDATION, INC. REIMBURSES SHEPHERDS MINISTRIES, INC FOR THE EMPLOYEES' COMPENSATION AND THE REIMBURSEMENTS ARE REPORTED ON FORM 990, PART IX, LINES 5 - 10. FORM 990, PART VI, SECTION A, LINE 6 SHEPHERDS MINISTRIES, INC. IS THE SOLE MEMBER OF SHEPHERDS FOUNDATION, INC. FORM 990, PART VI, SECTION A, LINE 7A SHEPHERDS MINISTRIES, INC. ELECTS THE MEMBERS OF THE BOARD OF DIRECTORS OF SHEPHERDS FOUNDATION, INC. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY AN INDEPENDENT TAX PREPARER AND REVIEWED IN DETAIL BY THE ORGANIZATION'S TOP MANAGEMENT. THE REVIEWED FORM 990 IS THEN PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO 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 SECRETARY MONITORS THE PROCESS. CONFLICTS DISCLOSED BY BOARD MEMBERS ARE REVIEWED BY THE SECRETARY AND ESCALATED TO THE CHAIRMAN IF NEEDED. THE CHAIRMAN REVIEWS THE SECRETARY'S SIGNED STATEMENT. 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 ORGANIZATION DOES NOT COMPENSATE ANY OFFICERS OR KEY EMPLOYEES. THEREFORE, THESE LINES WERE 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) AS A SUPPORTING ORGANIZATION, THE EXEMPT PURPOSE OF THE ORGANIZATION IS TO RAISE FUNDS AND SUPPORT THE MINISTRY OF SHEPHERDS MINISTRIES, INC. (SM). THEREFORE, FUNDRAISING EXPENSES EQUAL TO $2,722,347 HAVE BEEN REPORTED IN COLUMN (A), PROGRAM SERVICE EXPENSES, ON THE FUNCTIONAL EXPENSE STATEMENT AS IT IS THE "PROGRAM" OF THE ORGANIZATION TO RAISE FUNDS FOR SM. THE MANAGEMENT AND GENERAL EXPENSES EQUAL TO $115,143 HAVE BEEN REPORTED IN COLUMN (B) 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 BENEFICIAL INTEREST IN TRUST 47,054. SHEPHERDS MINISTRIES INC 1805 FIFTEENTH AVENUE UNION GROVE WI 53182 390988997 EDUCATE AND TRAIN STUDENTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES 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