Shepherd Community INC FY2020 filing

Tax-deductible

Indianapolis, IN501(c)(3)Since 1987Human ServicesEIN 35-1765846Revenue $9.0M in FY2020

On file with the IRSshepherdcommunity.com4107 E Washington St, 46201-4538 · Indianapolis, INTax-exempt since Jan 1988Publicly supported charity — 170(b)(1)(A)(vi)

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Providing care for low income families on the near east side of Indianapolis, IN.

501(c)(3) charity; gifts are tax-deductible.
80¢ of each $1 spent went to programs.
$290K 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

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
4 of 5
filings with a surplus
Average surplus $1.5M a year · 15% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
80%
of spending
Looks good: 80% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$290K
to officers and key staff · 4% of spending
Looks good: pay to officers and key staff is 4% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
3 mo
of spending, in cash
Looks good: 3.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
12
named funders · $2.6M
Looks good: 12 funders name it on their filings; 3 or more.
Funders’ Sch. I, 990-PF
Liabilities
$433K
4% of total assets
Looks good: liabilities are 4% of assets; 50% or less.
Pt X · Ln 26
Independent board members
13
of 13 voting members
Looks good: 13 of 13 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$9.0M
Spent
$7.0M
To programs
80%
Net assets
$10.1M
By yearFY2020–FY2024
Revenue
$9.0M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$9.0M
FY2021$8.5M
FY2022$10.5M
FY2023$8.4M
FY2024$13.7M
Expenses
$7.0M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$7.0M
FY2021$6.9M
FY2022$8.3M
FY2023$8.9M
FY2024$11.4M
Net assets
$10.1M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$10.1M
FY2021$11.8M
FY2022$12.6M
FY2023$13.1M
FY2024$16.0M

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 Jan 1988.

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

Where the money goes

80 cents of each dollar spent went to programs.

Program services 80% · $5.6M Management & general 8% · $555K Fundraising 13% · $884K

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

17 people listed on the 990; $290K paid to officers and key staff.

Part VII, Section A · reportable compensation
Executive Director
$162,788Pt VII · Sec A
Asst Executive Director
$80,439Pt VII · Sec A
CFO (part Year)
$46,512Pt VII · Sec A
Treasurer
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A
Board Member
$0Pt VII · Sec A

Jay Height’s $120K as Executive Director is at the 8th percentile of top reported officer pay among 3122 $10–100M 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 · 4 named individuals · Part VII

NameFY2024FY2023FY2022FY2021FY2020
Jay Height$119,832$117,919$120,683$114,494$162,788
Tim Sturgess$119,470$110,729$107,954——
Andrew Green$92,016$92,619$86,727$83,597$80,439
Richard Westlake————$46,512

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 Community INC 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 healthcare and support to low-income families in Indianapolis's near east side.

Provided by the organization

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2 programs · $5.6M · in their own filed words · FY2020
01

The organization provides a continuum of care to residents of the 46201 and 46203 areas. We offer programs to children, teens, adults, and families, helping them meet their physical, emotional, academic and spiritual needs.

$4.6Mprogram expense
02

Shepherd Community Academy is an accredited elementary school serving K3-5th grade students. All students are taught utilizing evidenced based programs and curriculum adhering to all state standards.

$947Kprogram expense

Funders

Who pays for it.

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

Grants

Schedule I · received and paid
Grants received · FY2024
See all 12 funders →
Grants paid · 11 grants · $3.0M · 2020–2024
Unitemized GrantFY2024$351,047
Unitemized GrantFY2024$191,580
Unitemized GrantFY2023$314,661
Unitemized GrantFY2023$213,538
Unitemized GrantFY2022$194,323
Unitemized GrantFY2022$159,223
Unitemized GrantFY2021$205,143
Unitemized GrantFY2021$151,509
Unitemized GrantFY2020$561,268

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$9.0M
Ln 12
Gifts and grantsLn 1h$7.5M
Fees for servicesLn 2g$1.3M
Investment incomeLn 3$188K
Money outPt IX
$7.0M
Ln 25
Programscol B$5.6M
Managementcol C$555K
Fundraisingcol D$884K
Owns and owesPt X
$10.1M
net assets · Ln 32
Cash and savingsLn 1–2$1.9M
Total assetsLn 16$10.5M
LiabilitiesLn 26$433K
PeoplePt VI, VII
17
listed · VII A
PaidVII A3
Voting boardVI 1a13
IndependentVI 1b13
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$7.5M
Government grantsLn 1e$643K
Noncash giftsLn 1g$771K
Fees for servicesLn 2g$1.3M
Investment incomeLn 3$188K
Gains on assetsLn 7$42K
Total revenueLn 12$9.0M
Assets in detailPt X, end of year
CashLn 1$457K
SavingsLn 2$1.5M
Cash and savings togetherLn 1–2$1.9M
InvestmentsLn 11–13$6.3M
Land, buildings, equipmentLn 10c$1.2M
Total assetsLn 16$10.5M
LiabilitiesLn 26$433K
Net assetsLn 32$10.1M
OperationsPt I, VI
EmployeesI 5156
VolunteersI 63,000
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$812K$1.9M
InvestmentsLn 11–13$6.0M$6.3M
Land, buildings, equipmentLn 10c$1.2M$1.2M
Total assetsLn 16$8.1M$10.5M
LiabilitiesLn 26$474K$433K
Net assetsLn 32$7.7M$10.1M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Grants to domestic organizationsLn 1$12K$12K
Grants to domestic individualsLn 2$1.1M$1.1M
Pay of current officers, directors and key staffLn 5$338K$280K$34K$24K
Pay of disqualified personsLn 6$66K$7K$59K
Other salaries and wagesLn 7$2.4M$2.2M$89K$150K
Other employee benefitsLn 9$410K$241K$141K$28K
Payroll taxesLn 10$200K$175K$13K$12K
Management feesLn 11a$24K$24K
Legal feesLn 11b$14K$8K$4K$1K
Accounting feesLn 11c$27K$27K
Professional fundraising feesLn 11e$292K$292K
Other fees for servicesLn 11g$451K$204K$22K$226K
Advertising and promotionLn 12$97K$3K$36$94K
Office expensesLn 13$367K$324K$32K$12K
Information technologyLn 14$80K$68K$5K$8K
OccupancyLn 16$401K$366K$25K$10K
TravelLn 17$190K$167K$9K$13K
InterestLn 20$2K$1K$810$142
Depreciation, depletion and amortizationLn 22$245K$223K$15K$6K
InsuranceLn 23$82K$21K$53K$8K
Other expenses (24a–d)Ln 24$216K$215K$977$827
All other expensesLn 24e$3K$3K
Total functional expensesLn 25$7.0M$5.6M$555K$884K

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $13.7M$11.4M$2.3M$16.0M 990 PDF
FY2023 $8.4M$8.9M−$528K$13.1M 990 PDF
FY2022 $10.5M$8.3M$2.2M$12.6M 990 PDF
FY2021 $8.5M$6.9M$1.5M$11.8M 990 PDF
FY2020 Viewing $9.0M$7.0M$2.0M$10.1M 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 FY2020 990 (6 parts)
Part I · Summary $9,032,656 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $4,201,283$7,540,032
I-9 Program service revenuePrior year $1,219,952$1,305,091
I-10 Investment incomePrior year $393,921$187,533
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $5,815,156$9,032,656
I-13 Grants and similar amounts paidPrior year $896,113$1,091,995
I-14 Benefits paid to membersPrior year $0$0
I-15 Salaries and benefitsPrior year $3,211,517$3,451,987
I-16a Professional fundraising feesPrior year $354,007$292,442
I-17 Other expensesPrior year $1,658,254$2,198,959
I-18 Total expensesPrior year $6,119,891$7,035,383
I-19 Revenue less expensesPrior year −$304,735$1,997,273
Part VI · Governance 13 of 13 board members independent, no flags
VI-1a Voting members of the governing body13
VI-1b Independent voting members13
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 $9,032,656 across 10 lines filed
VIII-1a Federated campaigns$267,844
VIII-1d Related organizations$45,000
VIII-1e Government grants$642,800
VIII-1f All other contributions, gifts and grants$6,584,388
VIII-1g Noncash contributions (included above)$770,830
VIII-1h Total contributions, gifts and grants$7,540,032
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,305,091$1,305,091
VIII-3 Investment incomeExcluded from tax $145,822$145,822
VIII-7 Net gain or loss on sales of assetsExcluded from tax $41,711$41,711
VIII-12 Total revenueRelated to mission $1,305,091 · Unrelated business $0 · Excluded from tax $187,533$9,032,656
Part IX · Statement of functional expenses $7,035,383 across 22 lines filed
IX-1 Grants to domestic organizationsPrograms $12,500$12,500
IX-2 Grants to domestic individualsPrograms $1,079,495$1,079,495
IX-5 Pay of current officers, directors and key staffPrograms $280,009 · Management $34,194 · Fundraising $24,034$338,237
IX-6 Pay of disqualified personsPrograms $6,603 · Management $59,427$66,030
IX-7 Other salaries and wagesPrograms $2,198,752 · Management $89,314 · Fundraising $149,687$2,437,753
IX-9 Other employee benefitsPrograms $241,226 · Management $141,411 · Fundraising $27,662$410,299
IX-10 Payroll taxesPrograms $174,895 · Management $13,068 · Fundraising $11,705$199,668
IX-11a Management feesManagement $23,583$23,583
IX-11b Legal feesPrograms $8,311 · Management $4,130 · Fundraising $1,377$13,818
IX-11c Accounting feesManagement $27,267$27,267
IX-11e Professional fundraising feesFundraising $292,442$292,442
IX-11g Other fees for servicesPrograms $203,804 · Management $21,782 · Fundraising $225,836$451,422
IX-12 Advertising and promotionPrograms $2,844 · Management $36 · Fundraising $94,210$97,090
IX-13 Office expensesPrograms $323,654 · Management $32,121 · Fundraising $11,575$367,350
IX-14 Information technologyPrograms $67,981 · Management $4,637 · Fundraising $7,707$80,325
IX-16 OccupancyPrograms $365,776 · Management $25,093 · Fundraising $9,827$400,696
IX-17 TravelPrograms $167,456 · Management $9,310 · Fundraising $12,748$189,514
IX-20 InterestPrograms $1,312 · Management $810 · Fundraising $142$2,264
IX-22 Depreciation, depletion and amortizationPrograms $223,415 · Management $15,172 · Fundraising $6,118$244,705
IX-23 InsurancePrograms $20,764 · Management $52,758 · Fundraising $8,202$81,724
IX-24 Other expenses (24a–d)Programs $214,643 · Management $977 · Fundraising $827$216,447
IX-24e All other expensesPrograms $2,754$2,754
IX-25 Total functional expensesPrograms $5,596,194 · Management $555,090 · Fundraising $884,099$7,035,383
Part X · Balance sheet $10,523,553 assets, 17 lines filed
Asset lines not itemized here account for $28,234; see the IRS return.
X-1 Cash, non-interest-bearingStart of year $311,546$457,212
X-2 Savings and temporary cash investmentsStart of year $500,134$1,473,946
X-3 Pledges and grants receivable$1,000,000
X-4 Accounts receivableStart of year $36,147$18,756
X-9 Prepaid expenses and deferred chargesStart of year $17,631$58,225
X-10c Land, buildings and equipment, netStart of year $1,238,512$1,162,225
X-11 Publicly traded securitiesStart of year $4,790,920$5,441,753
X-12 Other securitiesStart of year $1,222,421$883,202
X-16 Total assetsStart of year $8,145,581$10,523,553
X-17 Accounts payable and accrued expensesStart of year $203,859$309,884
X-19 Deferred revenueStart of year $238,664$104,804
X-25 Other liabilitiesStart of year $31,260$18,756
X-26 Total liabilitiesStart of year $473,783$433,444
X-27 Net assets without donor restrictionsStart of year $1,366,698$2,358,970
X-28 Net assets with donor restrictionsStart of year $6,305,100$7,731,139
X-32 Total net assets or fund balancesStart of year $7,671,798$10,090,109
X-33 Total liabilities and net assetsStart of year $8,145,581$10,523,553
Part XI · Reconciliation of net assets $10,090,109 net assets at year end
XI-1 Total revenue$9,032,656
XI-2 Total expenses$7,035,383
XI-3 Revenue less expenses$1,997,273
XI-4 Net assets at start of year$7,671,798
XI-5 Net unrealized gains (losses) on investments$421,038
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$10,090,109

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

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