Lorena Shepherds Heart FY2023 filing

Tax-deductible

Lorena, TX501(c)(3)Food & AgricultureEIN 47-3771911Revenue $163K in FY2023

On file with the IRSshepherdsheartoflorena.org330 Vista Grande Loop, 76655-3363 · Lorena, TXTax-exempt since Aug 2015Publicly supported charity — 170(b)(1)(A)(vi)

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TO fight hunger in Lorena and the surrounding area acquiring food and distributing it to our clients We also raise awareness of hunger

501(c)(3) charity; gifts are tax-deductible.
99¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX

Before you give

FY2023 · 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
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
1 of 3
filings with a surplus
Average deficit $850 a year · under 1% of revenue · last 3 filings
Concern: a surplus in 1 of the last 3 filings.
Pt I · Ln 19 · 3 filings
Spent on programs
99%
of spending
Looks good: 99% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
8 mo
of spending, in cash
Looks good: 8.5 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Named funders
2
named funders · $14K
Fine: 2 funders name it on their filings; under 3.
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
0
of 7 voting members
Concern: none of 7 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$163K
+18% vs prior year
Spent
$53K
To programs
99%
Net assets
$596K
By yearFY2021–FY2025
Revenue
$163K
FY2023▲ +18%
Tap a bar for its year
Revenue by fiscal year
FY2021$186K
FY2022$138K
FY2023$163K
FY2024$107K
FY2025$94K
Expenses
$53K
FY2023
Tap a bar for its year
Expenses by fiscal year
FY2021Not on file
FY2022Not on file
FY2023$53K
FY2024$152K
FY2025$161K
Net assets
$596K
FY2023▲ +22%
Tap a bar for its year
Net assets by fiscal year
FY2021$361K
FY2022$487K
FY2023$596K
FY2024$551K
FY2025$484K

From the FY2023 Form 990 · see the original

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You’re viewing the FY2023 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 2015.

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

Where the money goes

99 cents of each dollar spent went to programs.

Program services 99% · $53K Management & general 1% · $598

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

7 people listed on the 990.

Part VII, Section A · reportable compensation
President
$0Pt VII · Sec A
Secretarytreasurer
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
$0Pt VII · Sec A
Director
$0Pt VII · Sec A
See Lorena Shepherds Heart 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 15aNo

Programs and updates

Distributes food and raises awareness to fight hunger in Lorena and surrounding areas.

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Provided by the organization

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1 program · $53K · in their own filed words · FY2023
01

Food Distribution to 1,170 per month

$53Kprogram 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 · FY2023
Total grants receivedfrom 2 funders$14K

By the numbers

The FY2023 990, line by line.

1The main four
Money inPt VIII
$163K
Ln 12
Gifts and grantsLn 1h$147K
Other incomeLn 4–11$15K
Investment incomeLn 3$1K
Money outPt IX
$53K
Ln 25
Programscol B$53K
Managementcol C$598
Owns and owesPt X
$596K
net assets · Ln 32
Cash and savingsLn 1–2$38K
Total assetsLn 16$596K
LiabilitiesLn 26$0
PeoplePt VI, VII
7
listed · VII A
PaidVII A0
Voting boardVI 1a7
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$147K
Investment incomeLn 3$1K
Other incomeLn 4–11$15K
Gains on assetsLn 7$1K
Total revenueLn 12$163K
Assets in detailPt X, end of year
CashLn 1$38K
Cash and savings togetherLn 1–2$38K
Land, buildings, equipmentLn 10c$558K
Total assetsLn 16$596K
LiabilitiesLn 26$0
Net assetsLn 32$596K
OperationsPt I, VI
EmployeesI 50
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 FY23End FY23
Cash and savingsLn 1–2$415K$38K
Land, buildings, equipmentLn 10c$558K
Total assetsLn 16$487K$596K
LiabilitiesLn 26$0$0
Net assetsLn 32$487K$596K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Office expensesLn 13$598$598
OccupancyLn 16$4K$4K
Depreciation, depletion and amortizationLn 22$29K$29K
Other expenses (24a–d)Ln 24$19K$19K
Total functional expensesLn 25$53K$53K$598$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $94K$161K−$67K$484K 990 PDF
FY2024 $107K$152K−$45K$551K 990 PDF
FY2023 Viewing $163K$53K$109K$596K 990 PDF
FY2022 $138K$487K 990 PDF
FY2021 $186K$361K 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 FY2023 990 (6 parts)
Part I · Summary $162,719 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $123,742$146,702
I-9 Program service revenue$0
I-10 Investment income$1,265
I-11 Other revenuePrior year $14,186$14,752
I-12 Total revenuePrior year $137,928$162,719
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $9,785$53,444
I-18 Total expensesPrior year $9,785$53,444
I-19 Revenue less expensesPrior year $128,143$109,275
Part VI · Governance 0 of 7 board members independent, 2 to look at
VI-1a Voting members of the governing body7
VI-1b Independent voting members0
VI-13 Written whistleblower policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
VI-12a Written conflict of interest policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $162,719 across 5 lines filed
Lines not itemized here account for $14,752 of total revenue; see the IRS return.
VIII-1f All other contributions, gifts and grants$146,702
VIII-1h Total contributions, gifts and grants$146,702
VIII-7 Net gain or loss on sales of assets$1,265
VIII-8 Net income from fundraising events$0
VIII-12 Total revenue$162,719
Part IX · Statement of functional expenses $53,444 across 4 lines filed
IX-13 Office expensesManagement $598$598
IX-16 OccupancyPrograms $4,062$4,062
IX-22 Depreciation, depletion and amortizationPrograms $29,369$29,369
IX-24 Other expenses (24a–d)Programs $19,415$19,415
IX-25 Total functional expensesPrograms $52,846 · Management $598 · Fundraising $0$53,444
Part X · Balance sheet $596,028 assets, 7 lines filed
X-1 Cash, non-interest-bearingStart of year $414,813$38,019
X-10c Land, buildings and equipment, net$558,009
X-16 Total assetsStart of year $486,752$596,028
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $486,752$596,028
X-32 Total net assets or fund balancesStart of year $486,752$596,028
X-33 Total liabilities and net assetsStart of year $486,752$596,028
Part XI · Reconciliation of net assets $596,028 net assets at year end
XI-1 Total revenue$162,719
XI-2 Total expenses$53,444
XI-3 Revenue less expenses$109,275
XI-4 Net assets at start of year$486,752
XI-10 Net assets at end of year$596,028

Form 990 e-file (XML) FY2023 from the IRS · Classification, formation year and address from the IRS Business Master File

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