Shepherd Home FY2021 filing

Tax-deductible

Penfield, NY501(c)(3)Human ServicesEIN 03-0381582Revenue $126K in FY2021

On file with the IRSshepherdhome.org1959 Five Mile Line Rd, 14526-1000 · Penfield, NYTax-exempt since Mar 2002Publicly supported charity — 170(b)(1)(A)(vi)

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To provide compassionate comfort care to members of our community with life-limiting illnesses.

501(c)(3) charity; gifts are tax-deductible.
67¢ of each $1 spent went to programs.
$56K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

Before you give

FY2021 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(3)
not on the IRS revocation list
Looks good: listed by the IRS and not on the revocation list.
IRS BMF · Auto-Revocation List
Tax-deductible gifts
Yes
Donations are tax-deductible
Looks good: the IRS lists gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
2 of 5
filings with a surplus
Average surplus $17K a year · 7% of revenue · last 5 filings
Worth a look: a surplus in 2 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
67%
of spending
Fine: 67% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$56K
to officers and key staff · 34% of spending
Concern: pay to officers and key staff is 34% of spending; over 30%.
Pt VII · Sec A
Cash reserves
<1 mo
of spending, in cash
Worth a look: 0.9 months of spending in cash; under 1.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
3
named funders · $61K
Looks good: 3 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
9
of 9 voting members
Looks good: 9 of 9 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$126K
-27% vs prior year
Spent
$166K
To programs
67%
Net assets
$539K
By yearFY2020–FY2024
Revenue
$126K
FY2021▼ -27%
Tap a bar for its year
Revenue by fiscal year
FY2020$173K
FY2021$126K
FY2022$252K
FY2023$269K
FY2024$452K
Expenses
$166K
FY2021▼ -1%
Tap a bar for its year
Expenses by fiscal year
FY2020$168K
FY2021$166K
FY2022$263K
FY2023$281K
FY2024$310K
Net assets
$539K
FY2021▼ -0.9%
Tap a bar for its year
Net assets by fiscal year
FY2020$544K
FY2021$539K
FY2022$491K
FY2023$514K
FY2024$680K

From the FY2021 Form 990 · see the original

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You’re viewing the FY2021 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Mar 2002.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

67 cents of each dollar spent went to programs.

Program services 67% · $111K Management & general 26% · $44K Fundraising 7% · $11K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

11 people listed on the 990; $56K paid to officers and key staff.

Part VII, Section A · reportable compensation
$33,601Pt VII · Sec A
$22,292Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Secretary
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Deborah Scibetta’s $65K as Executive Director is at the 54th percentile of top reported officer pay among 2167 $100K–1M human services nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

Compensation history total reportable pay by year · 5 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Ashley Tack————$68,655
Deborah Scibetta$64,513$63,226———
Jennifer Modzel——$41,135——
Ashley Tack Through July 2021———$33,601—
Jennifer Modzel Beg Sept 2021———$22,292—

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Shepherd Home executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aYes

Programs and updates

Offers compassionate comfort care to community members with life-limiting illnesses.

Provided by the organization

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1 program · $111K · in their own filed words · FY2021
01

Shepherd Home provides compassionate end of life care to individuals within our communities who have been diagnosed with a terminal illness. Shepherd Home provides support and comfort to not only our residents but to the family and friends of those we are caring for.

$111Kprogram expense

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

Grants

Schedule I · funders on record
Grants received · FY2024
Total grants receivedfrom 3 funders$61K
See all 3 funders →

By the numbers

The FY2021 990, line by line.

1The main four
Money inPt VIII
$126K
Ln 12
Gifts and grantsLn 1h$126K
Money outPt IX
$166K
Ln 25
Programscol B$111K
Managementcol C$44K
Fundraisingcol D$11K
Owns and owesPt X
$539K
net assets · Ln 32
Cash and savingsLn 1–2$13K
Total assetsLn 16$539K
LiabilitiesLn 26$0
PeoplePt VI, VII
11
listed · VII A
PaidVII A2
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$126K
Government grantsLn 1e$24K
Fundraising eventsLn 1c$11K
Total revenueLn 12$126K
Assets in detailPt X, end of year
CashLn 1$13K
Cash and savings togetherLn 1–2$13K
InvestmentsLn 11–13$302K
Land, buildings, equipmentLn 10c$224K
Total assetsLn 16$539K
LiabilitiesLn 26$0
Net assetsLn 32$539K
OperationsPt I, VI
EmployeesI 58
VolunteersI 675
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13No
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY21End FY21
Cash and savingsLn 1–2$39K$13K
InvestmentsLn 11–13$269K$302K
Land, buildings, equipmentLn 10c$236K$224K
Total assetsLn 16$544K$539K
LiabilitiesLn 26$0$0
Net assetsLn 32$544K$539K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$56K$42K$14K
Other salaries and wagesLn 7$51K$38K$13K
Other employee benefitsLn 9$4K$3K$918
Payroll taxesLn 10$7K$5K$2K
Accounting feesLn 11c$1K$1K
Investment management feesLn 11f$3K$3K
Other fees for servicesLn 11g$1K$1K
Office expensesLn 13$9K$2K$7K
OccupancyLn 16$8K$6K$2K
Depreciation, depletion and amortizationLn 22$12K$9K$3K
InsuranceLn 23$10K$7K$2K
Other expenses (24a–d)Ln 24$1K$1K
All other expensesLn 24e$4K$387$4K
Total functional expensesLn 25$166K$111K$44K$11K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $452K$310K$142K$680K 990 PDF
FY2023 $269K$281K−$12K$514K 990 PDF
FY2022 $252K$263K−$11K$491K 990 PDF
FY2021 Viewing $126K$166K−$40K$539K 990 PDF
FY2020 $173K$168K$5K$544K 990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash
See the full FY2021 990 (6 parts)
Part I · Summary $125,735 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $172,897$125,735
I-9 Program service revenuePrior year $0$0
I-10 Investment incomePrior year $0$0
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $172,897$125,735
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $117,992$117,406
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $50,175$48,754
I-18 Total expensesPrior year $168,167$166,160
I-19 Revenue less expensesPrior year $4,730−$40,425
Part VI · Governance 9 of 9 board members independent, 1 to look at
VI-1a Voting members of the governing body9
VI-1b Independent voting members9
VI-13 Written whistleblower policyNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $125,735 across 7 lines filed
VIII-1a Federated campaigns$10,169
VIII-1c Fundraising events$10,539
VIII-1e Government grants$24,297
VIII-1f All other contributions, gifts and grants$80,730
VIII-1h Total contributions, gifts and grants$125,735
VIII-8 Net income from fundraising events$0
VIII-12 Total revenueRelated to mission $0 · Unrelated business $0 · Excluded from tax $0$125,735
Part IX · Statement of functional expenses $166,160 across 13 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $41,920 · Management $13,973$55,893
IX-7 Other salaries and wagesPrograms $37,834 · Management $13,251$51,085
IX-9 Other employee benefitsPrograms $2,688 · Management $918$3,606
IX-10 Payroll taxesPrograms $5,086 · Management $1,736$6,822
IX-11c Accounting feesManagement $1,025$1,025
IX-11f Investment management feesManagement $2,681$2,681
IX-11g Other fees for servicesManagement $1,191$1,191
IX-13 Office expensesManagement $1,835 · Fundraising $7,247$9,082
IX-16 OccupancyPrograms $5,957 · Management $1,986$7,943
IX-22 Depreciation, depletion and amortizationPrograms $8,862 · Management $2,954$11,816
IX-23 InsurancePrograms $7,195 · Management $2,398$9,593
IX-24 Other expenses (24a–d)Programs $1,211$1,211
IX-24e All other expensesPrograms $387 · Fundraising $3,825$4,212
IX-25 Total functional expensesPrograms $111,140 · Management $43,948 · Fundraising $11,072$166,160
Part X · Balance sheet $539,322 assets, 8 lines filed
X-1 Cash, non-interest-bearingStart of year $39,056$13,129
X-10c Land, buildings and equipment, netStart of year $236,030$224,213
X-11 Publicly traded securitiesStart of year $269,403$301,980
X-16 Total assetsStart of year $544,489$539,322
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $544,489$539,322
X-32 Total net assets or fund balancesStart of year $544,489$539,322
X-33 Total liabilities and net assetsStart of year $544,489$539,322
Part XI · Reconciliation of net assets $539,322 net assets at year end
XI-1 Total revenue$125,735
XI-2 Total expenses$166,160
XI-3 Revenue less expenses−$40,425
XI-4 Net assets at start of year$544,489
XI-5 Net unrealized gains (losses) on investments$35,258
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$539,322

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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