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The Good Shepherd Fund FY2020 filing

Tax-deductible

Phoenix, AZ501(c)(3)Foundations & Grantmakers EIN 23-7093399Revenue $1.4M in FY2020

On file with the IRSgoodshepherdfund.org10439 S 51st St Ste 225, 85044-5243 · Phoenix, AZTax-exempt since Feb 1971Publicly supported charity — 170(b)(1)(A)(vi)

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Conservatorship, guardianship, and trusteeship services

501(c)(3) charity; gifts are tax-deductible.
69¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2020 · 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
3 of 5
filings with a surplus
Average deficit $28K a year · 1% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
69%
of spending
Fine: 69% of spending went to programs; 65% to 75%.
Pt IX · Ln 25 · col B
Cash reserves
2 mo
of spending, in cash
Plus $2.6M in investments, Pt X · Ln 11–13
Fine: 2.3 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $30K
Fine: 2 funders name it on their filings; under 3.
Funders’ Sch. I, 990-PF
Liabilities
$2.5M
43% of total assets
Looks good: liabilities are 43% of assets; 50% or less.
Pt X · Ln 26
Independent board members
7
of 7 voting members
Looks good: 7 of 7 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.4M
Spent
$2.8M
To programs
69%
Net assets
$3.2M
By yearFY2020–FY2024
Revenue
$1.4M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$1.4M
FY2021$2.2M
FY2022$2.8M
FY2023$2.5M
FY2024$2.2M
Expenses
$2.8M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$2.8M
FY2021$1.7M
FY2022$1.9M
FY2023$2.8M
FY2024$2.2M
Net assets
$3.2M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$3.2M
FY2021$3.6M
FY2022$4.4M
FY2023$4.1M
FY2024$4.3M

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

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You’re viewing the FY2020 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 Feb 1971.

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

Where the money goes

69 cents of each dollar spent went to programs.

Program services 69% · $1.9M Management & general 24% · $664K Fundraising 8% · $213K

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

9 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
$0Pt VII · Sec A
Art Larson
Secretary
$0Pt VII · Sec A
Reuben Helick
Treasurer
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A
Tom Avramis
Trustee & CEO
$0Pt VII · Sec A
$0Pt VII · Sec A
See The Good Shepherd Fund 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

Provides legal oversight and management for individuals needing care and protection.

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Provided by the organization

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1 program · $1.9M · in their own filed words · FY2020
01

Specific services are to act as court-appointed guardian or conservator of an individual with developmental disabilities, to make decisions regarding medical care, residence, day programs, education, and other matters.

$1.9Mprogram 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
The Intero Foundation INCFY2024$15K
The Prairie FoundationFY2024$15K
Total grants receivedfrom 2 funders$30K

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$1.4M
Ln 12
Fees for servicesLn 2g$928K
Investment incomeLn 3$258K
Other incomeLn 4–11$201K
Money outPt IX
$2.8M
Ln 25
Programscol B$1.9M
Managementcol C$664K
Fundraisingcol D$213K
Owns and owesPt X
$3.2M
net assets · Ln 32
Cash and savingsLn 1–2$538K
Total assetsLn 16$5.7M
LiabilitiesLn 26$2.5M
PeoplePt VI, VII
9
listed · VII A
PaidVII A0
Voting boardVI 1a7
IndependentVI 1b7
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$56K
Noncash giftsLn 1g$100
Fees for servicesLn 2g$928K
Investment incomeLn 3$258K
Other incomeLn 4–11$201K
Gains on assetsLn 7$196K
Total revenueLn 12$1.4M
Assets in detailPt X, end of year
CashLn 1$538K
Cash and savings togetherLn 1–2$538K
InvestmentsLn 11–13$2.6M
Other assetsLn 15$35K
Total assetsLn 16$5.7M
LiabilitiesLn 26$2.5M
Net assetsLn 32$3.2M
OperationsPt I, VI
EmployeesI 50
VolunteersI 67
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aYes
Whistleblower policyVI 13Yes
Records policyVI 14Yes
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2−$141K$538K
InvestmentsLn 11–13$3.1M$2.6M
Total assetsLn 16$4.6M$5.7M
LiabilitiesLn 26$679K$2.5M
Net assetsLn 32$3.9M$3.2M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Legal feesLn 11b$53K$17K$35K
Accounting feesLn 11c$136K$136K
Investment management feesLn 11f$15K$2K$13K
Other fees for servicesLn 11g$1.7M$1.2M$307K$104K
Advertising and promotionLn 12$4K$4K
Office expensesLn 13$41K$36K$3K$3K
Information technologyLn 14$6K$2K$2K$2K
OccupancyLn 16$118K$111K$5K$2K
TravelLn 17$50K$42K$8K
Conferences, conventions and meetingsLn 19$9K$9K
Payments to affiliatesLn 21$519K$359K$80K$80K
Depreciation, depletion and amortizationLn 22$44K$44K
InsuranceLn 23$34K$22K$12K
Other expenses (24a–d)Ln 24$118K$92K$16K$10K
All other expensesLn 24e$6K$4K$2K
Total functional expensesLn 25$2.8M$1.9M$664K$213K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $2.2M$2.2M$61K$4.3M 990 PDF
FY2023 $2.5M$2.8M−$296K$4.1M 990 PDF
FY2022 $2.8M$1.9M$933K$4.4M 990 PDF
FY2021 $2.2M$1.7M$533K$3.6M 990 PDF
FY2020 Viewing $1.4M$2.8M−$1.4M$3.2M 990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $1,441,883 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $37,356$55,608
I-9 Program service revenuePrior year $1,535,902$927,626
I-10 Investment incomePrior year $702,570$258,010
I-11 Other revenuePrior year $159,862$200,639
I-12 Total revenuePrior year $2,435,690$1,441,883
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 $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $3,841,633$2,810,120
I-18 Total expensesPrior year $3,841,633$2,810,120
I-19 Revenue less expensesPrior year −$1,405,943−$1,368,237
Part VI · Governance 7 of 7 board members independent, no flags
VI-1a Voting members of the governing body7
VI-1b Independent voting members7
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
VI-15a Process for setting top official's payYes
Part VIII · Statement of revenue $1,441,883 across 8 lines filed
VIII-1f All other contributions, gifts and grants$55,608
VIII-1g Noncash contributions (included above)$100
VIII-1h Total contributions, gifts and grants$55,608
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $927,626$927,626
VIII-3 Investment incomeRelated to mission $61,601$61,601
VIII-7 Net gain or loss on sales of assetsRelated to mission $196,409$196,409
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Related to mission $200,639$200,639
VIII-12 Total revenueRelated to mission $1,386,275 · Unrelated business $0 · Excluded from tax $0$1,441,883
Part IX · Statement of functional expenses $2,810,120 across 15 lines filed
IX-11b Legal feesPrograms $17,432 · Management $35,314$52,746
IX-11c Accounting feesManagement $135,694$135,694
IX-11f Investment management feesPrograms $2,077 · Management $13,367$15,444
IX-11g Other fees for servicesPrograms $1,244,278 · Management $306,997 · Fundraising $103,684$1,654,959
IX-12 Advertising and promotionFundraising $4,418$4,418
IX-13 Office expensesPrograms $35,701 · Management $3,009 · Fundraising $2,750$41,460
IX-14 Information technologyPrograms $1,964 · Management $1,964 · Fundraising $1,964$5,892
IX-16 OccupancyPrograms $111,304 · Management $5,000 · Fundraising $2,000$118,304
IX-17 TravelPrograms $42,188 · Management $8,082$50,270
IX-19 Conferences, conventions and meetingsFundraising $9,005$9,005
IX-21 Payments to affiliatesPrograms $359,313 · Management $79,829 · Fundraising $79,829$518,971
IX-22 Depreciation, depletion and amortizationManagement $44,406$44,406
IX-23 InsurancePrograms $22,351 · Management $12,000$34,351
IX-24 Other expenses (24a–d)Programs $92,155 · Management $16,076 · Fundraising $9,500$117,731
IX-24e All other expensesPrograms $3,969 · Management $2,500$6,469
IX-25 Total functional expensesPrograms $1,932,732 · Management $664,238 · Fundraising $213,150$2,810,120
Part X · Balance sheet $5,666,558 assets, 14 lines filed
Asset lines not itemized here account for $541,598; see the IRS return.
X-1 Cash, non-interest-bearingStart of year −$141,291$537,508
X-4 Accounts receivableStart of year $644,847$1,592,092
X-9 Prepaid expenses and deferred chargesStart of year $55,420$59,922
X-11 Publicly traded securitiesStart of year $3,064,695$2,563,629
X-14 Intangible assetsStart of year $425,555$336,743
X-15 Other assetsStart of year $0$35,066
X-16 Total assetsStart of year $4,574,794$5,666,558
X-17 Accounts payable and accrued expensesStart of year $492,115$2,450,595
X-19 Deferred revenueStart of year $186,558$0
X-26 Total liabilitiesStart of year $678,673$2,450,595
X-27 Net assets without donor restrictionsStart of year $2,616,648$892,898
X-28 Net assets with donor restrictionsStart of year $1,279,473$2,323,065
X-32 Total net assets or fund balancesStart of year $3,896,121$3,215,963
X-33 Total liabilities and net assetsStart of year $4,574,794$5,666,558
Part XI · Reconciliation of net assets $3,215,963 net assets at year end
XI-1 Total revenue$1,441,883
XI-2 Total expenses$2,810,120
XI-3 Revenue less expenses−$1,368,237
XI-4 Net assets at start of year$3,896,121
XI-5 Net unrealized gains (losses) on investments$13,914
XI-8 Prior period adjustments$549,679
XI-9 Other changes in net assets$124,486
XI-10 Net assets at end of year$3,215,963

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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