Shepherds Fire-Rescue INC FY2020 filing

Tax-deductible

Mooresville, NC501(c)(4) EIN 56-1391053Revenue $1.3M in FY2020Latest return filed Mar 4, 2026

On file with the IRSshepherdsfire.com2014 Charlotte Hwy, 28117-8481 · Mooresville, NCTax-exempt since Mar 1991

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Fire protection services for the Shepherds community

501(c)(4) social-welfare organization; the IRS lists gifts to it as tax-deductible.
91¢ of each $1 spent went to programs.
$32K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · Pay: Part VII

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FY2020 · Form 990Independent: from IRS data, not the org
Download 990
IRS status
501(c)(4)
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
5 of 6
filings with a surplus
Average surplus $302K a year · 17% of revenue · last 6 filings
Fine: a surplus in 5 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
91%
of spending
Looks good: 91% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$32K
to officers and key staff · 3% of spending
Looks good: pay to officers and key staff is 3% of spending; 15% or less.
Pt VII · Sec A
20 mo
of spending, in cash
Looks good: 20.1 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$485K
11% of total assets
Looks good: liabilities are 11% of assets; 50% or less.
Pt X · Ln 26
Independent board members
6
of 10 voting members
Looks good: 6 of 10 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.3M
Spent
$976K
To programs
91%
Net assets
$4.0M
By yearFY2020–FY2025
Revenue
$1.3M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$1.3M
FY2021$1.7M
FY2022$2.0M
FY2023$1.6M
FY2024$2.1M
FY2025$2.3M
Expenses
$976K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$976K
FY2021$1.3M
FY2022$1.4M
FY2023$1.6M
FY2024$1.7M
FY2025$2.1M
Net assets
$4.0M
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$4.0M
FY2021$4.4M
FY2022$4.9M
FY2023$4.9M
FY2024$5.3M
FY2025$5.5M

From the FY2020 Form 990 (year ending June 2020) · 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 (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Mar 1991.

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

Where the money goes

91 cents of each dollar spent went to programs.

Program services 91% · $885K Management & general 9% · $91K

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; $32K paid to officers and key staff.

Part VII, Section A · reportable compensation · most recent filed roster (FY2019); the FY2020 filing did not itemize Part VII
Asst Chief
$12,107Pt VII · Sec A
$9,914Pt VII · Sec A
$7,940Pt VII · Sec A
$1,580Pt VII · Sec A
Treasurer
$215Pt VII · Sec A
Vice Chairma
$0Pt VII · Sec A
$0Pt VII · Sec A
$0Pt VII · Sec A

Compensation history total reportable pay by year · 8 named individuals · Part VII

NameFY2025FY2024FY2023FY2022FY2021FY2020
Kelly Robinson—$47,145$30,963$1,244$4,874$7,940
Ben Arena$35,000—————
Michael Ryan Stutts$35,000$35,000$25,347$9,902$14,526$9,914
Rick Dunn$33,250$35,000$24,182$11,353——
Bob Gambuti$19,804$14,742$18,443$23,729$4,767—
Nick Fowler—————$12,107
Bill Rosko SR—$4,288$3,577———
Carmen Deandrea JR—$1,559$1,046$1,054$2,051$1,580

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.

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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

Provides fire protection services to the Shepherds community.

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Provided by the organization

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1 program · $885K · in their own filed words · FY2019
01

Fire protection services were provided for residents and businesses located within the shepherds fire district

$885Kprogram expense

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$1.3M
Ln 12
Gifts and grantsLn 1h$1.3M
Other incomeLn 4–11$10K
Investment incomeLn 3$992
Money outPt IX
$976K
Ln 25
Programscol B$885K
Managementcol C$91K
Owns and owesPt X
$4.0M
net assets · Ln 32
Cash and savingsLn 1–2$1.6M
Total assetsLn 16$4.5M
LiabilitiesLn 26$485K
PeoplePt VI, VII
11
listed · VII A
PaidVII A5
Voting boardVI 1a10
IndependentVI 1b6
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$1.3M
Government grantsLn 1e$1.3M
Noncash giftsLn 1g$50K
Investment incomeLn 3$992
Other incomeLn 4–11$10K
Total revenueLn 12$1.3M
Assets in detailPt X, end of year
CashLn 1$491K
SavingsLn 2$1.1M
Cash and savings togetherLn 1–2$1.6M
Land, buildings, equipmentLn 10c$2.9M
Total assetsLn 16$4.5M
LiabilitiesLn 26$485K
Net assetsLn 32$4.0M
OperationsPt I, VI
EmployeesI 521
VolunteersI 625
Fiscal year endsHeaderJune
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14Yes
3More from this return
Abroad and in kindSch F, M
Noncash gifts receivedSch M Pt I$50K
4Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$1.3M$1.6M
Land, buildings, equipmentLn 10c$3.0M$2.9M
Total assetsLn 16$4.3M$4.5M
LiabilitiesLn 26$655K$485K
Net assetsLn 32$3.7M$4.0M
5Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Other salaries and wagesLn 7$260K$245K$15K
Other employee benefitsLn 9$4K$4K
Payroll taxesLn 10$20K$19K$927
Legal feesLn 11b$1K$1K
Accounting feesLn 11c$5K$5K
Other fees for servicesLn 11g$16K$16K
Office expensesLn 13$10K$1K$9K
OccupancyLn 16$35K$32K$4K
InterestLn 20$14K$14K
Depreciation, depletion and amortizationLn 22$280K$252K$28K
InsuranceLn 23$50K$45K$5K
Other expenses (24a–d)Ln 24$191K$187K$4K
All other expensesLn 24e$89K$86K$3K
Total functional expensesLn 25$976K$885K$91K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 LatestFiled with the IRS Mar 4, 2026 $2.3M$2.1M$171K$5.5M 990 PDF
FY2024Filed with the IRS Mar 18, 2025 $2.1M$1.7M$445K$5.3M 990 PDF
FY2023Filed with the IRS Feb 1, 2024 $1.6M$1.6M−$55K$4.9M 990 PDF
FY2022Filed with the IRS Feb 2, 2023 $2.0M$1.4M$572K$4.9M 990 PDF
FY2021Filed with the IRS Mar 3, 2022 $1.7M$1.3M$358K$4.4M 990 PDF
FY2020 ViewingFiled with the IRS Feb 19, 2021 $1.3M$976K$321K$4.0M 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 M · Noncash O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $1,297,263 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $1,263,561$1,286,364
I-9 Program service revenue$0
I-10 Investment incomePrior year $66,083$992
I-11 Other revenuePrior year $9,999$9,907
I-12 Total revenuePrior year $1,339,643$1,297,263
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $158,523$284,521
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $958,724$691,632
I-18 Total expensesPrior year $1,117,247$976,153
I-19 Revenue less expensesPrior year $222,396$321,110
Part VI · Governance 6 of 10 board members independent, 3 to look at
VI-1a Voting members of the governing body10
VI-1b Independent voting members6
VI-12a Written conflict of interest policyNo
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-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $1,297,263 across 7 lines filed
VIII-1e Government grants$1,283,111
VIII-1f All other contributions, gifts and grants$3,253
VIII-1g Noncash contributions (included above)$49,760
VIII-1h Total contributions, gifts and grants$1,286,364
VIII-3 Investment incomeExcluded from tax $992$992
VIII-11a-d Other revenue, itemized rows (sum of 11a–11d as filed)Excluded from tax $9,907$9,907
VIII-12 Total revenueExcluded from tax $10,899$1,297,263
Part IX · Statement of functional expenses $976,153 across 13 lines filed
IX-7 Other salaries and wagesPrograms $245,029 · Management $15,096$260,125
IX-9 Other employee benefitsPrograms $4,354$4,354
IX-10 Payroll taxesPrograms $19,115 · Management $927$20,042
IX-11b Legal feesManagement $1,320$1,320
IX-11c Accounting feesManagement $5,100$5,100
IX-11g Other fees for servicesManagement $16,076$16,076
IX-13 Office expensesPrograms $1,007 · Management $9,065$10,072
IX-16 OccupancyPrograms $31,777 · Management $3,531$35,308
IX-20 InterestPrograms $13,954$13,954
IX-22 Depreciation, depletion and amortizationPrograms $252,302 · Management $28,034$280,336
IX-23 InsurancePrograms $44,784 · Management $4,976$49,760
IX-24 Other expenses (24a–d)Programs $187,023 · Management $3,944$190,967
IX-24e All other expensesPrograms $86,032 · Management $2,707$88,739
IX-25 Total functional expensesPrograms $885,377 · Management $90,776 · Fundraising $0$976,153
Part X · Balance sheet $4,490,822 assets, 9 lines filed
X-1 Cash, non-interest-bearingStart of year $994,414$490,931
X-2 Savings and temporary cash investmentsStart of year $350,380$1,142,589
X-10c Land, buildings and equipment, netStart of year $2,994,589$2,857,302
X-16 Total assetsStart of year $4,339,383$4,490,822
X-26 Total liabilitiesStart of year $654,790$485,119
X-27 Net assets without donor restrictionsStart of year $3,604,885$3,917,515
X-28 Net assets with donor restrictionsStart of year $79,708$88,188
X-32 Total net assets or fund balancesStart of year $3,684,593$4,005,703
X-33 Total liabilities and net assetsStart of year $4,339,383$4,490,822
Part XI · Reconciliation of net assets $4,005,703 net assets at year end
XI-1 Total revenue$1,297,263
XI-2 Total expenses$976,153
XI-3 Revenue less expenses$321,110
XI-4 Net assets at start of year$3,684,593
XI-10 Net assets at end of year$4,005,703

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

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