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Shepherd Place INC

Tax-deductible

Lexington, KY501(c)(3)Since 1991Human ServicesEIN 61-1201320Revenue $160K in FY2025

On file with the IRS710 W High St, 40508-2451 · Lexington, KYTax-exempt since Feb 1996Publicly supported — 509(a)(2)

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To provide elderly persons and handicapped persons with housing facilities and services specially designed to meet their physical, social and psychological needs, and to promote their health, security, happiness and usefulness in longer living, the charges for such facilities and services to be predicated upon the provision, maintenance and operation thereof on a nonprofit basis.

501(c)(3) charity; gifts are tax-deductible.
56¢ of each $1 spent went to programs.
Run by 11 volunteers.
Mission: Form 990 Part I, line 1 · Status: IRS Pub. 78 · Programs: Part IX · People: Part I, lines 5–6

Before you give

FY2025 · 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
0 of 6
filings with a surplus
Average deficit $18K a year · 13% of revenue · last 6 filings
Concern: a surplus in 0 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
56%
of spending
Worth a look: 56% of spending went to programs; under 65%.
Pt IX · Ln 25 · col B
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
Liabilities
$1.1M
356% of total assets
Concern: liabilities are 356% of assets; over 80%.
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
$160K
+5% vs prior year
Spent
$168K
To programs
56%
Net assets
−$794K
By yearFY2020–FY2025
Revenue
$160K
FY2025▲ +5%
Tap a bar for its year
Revenue by fiscal year
FY2020$114K
FY2021$126K
FY2022$127K
FY2023$135K
FY2024$153K
FY2025$160K
Expenses
$168K
FY2025▼ -3%
Tap a bar for its year
Expenses by fiscal year
FY2020$125K
FY2021$135K
FY2022$149K
FY2023$171K
FY2024$174K
FY2025$168K
Net assets
−$794K
FY2025▼ -1.0%
Tap a bar for its year
Net assets by fiscal year
FY2020−$699K
FY2021−$708K
FY2022−$729K
FY2023−$765K
FY2024−$786K
FY2025−$794K

From the FY2025 Form 990 (year ending June 2025) · see the original

Form 990 (PDF) Claim

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Feb 1996.

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

Where the money goes

56 cents of each dollar spent went to programs.

Program services 56% · $95K Management & general 44% · $73K

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.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII
$0Pt VII · Sec A
Caci Hisle
Vice Chair
$0Pt VII · Sec A
Michele Lee
Secretary
$0Pt VII · Sec A
$0Pt VII · Sec A
Richard Heine
Assistant Treasurer
$0Pt VII · Sec A
Art Crosby
Board Member
$0Pt VII · Sec A
Connie Godfrey
Board Member
$0Pt VII · Sec A
Debbie Link
Board Member
$0Pt VII · Sec A
See Shepherd Place 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 15aNo

Programs and updates

Provides housing for elderly and handicapped individuals in Carlisle, Kentucky.

Questions for Shepherd Place INC

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Provided by the organization

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1 program · $95K · in their own filed words · FY2024
01

Shepherd place is a subsidized apartment complex for low-income persons 55 and older. Rent is based on income and certain expenses such as prescriptions. Shepherd place has 20 units. During fiscal year 2025 the project served 21 individuals.

$95Kprogram expense

Funders

Who pays for it.

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

By the numbers

The FY2025 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$160K
Ln 12
Gifts and grantsLn 1h$92K
Fees for servicesLn 2g$67K
Other incomeLn 4–11$756
Money outPt IX
$168K
Ln 25
Programscol B$95K
Managementcol C$73K
Owns and owesPt X
−$794K
net assets · Ln 32
Cash and savingsLn 1–2$46K
Total assetsLn 16$310K
LiabilitiesLn 26$1.1M
PeoplePt VI, VII
11
listed · VII A
PaidVII A0
Voting boardVI 1a9
IndependentVI 1b9
2In more detail
Revenue in detailPt VIII
Gifts and grantsLn 1h$92K
Government grantsLn 1e$92K
Fees for servicesLn 2g$67K
Investment incomeLn 3$26
Other incomeLn 4–11$756
Total revenueLn 12$160K
Assets in detailPt X, end of year
SavingsLn 2$46K
Cash and savings togetherLn 1–2$46K
Land, buildings, equipmentLn 10c$208K
Other assetsLn 15$56K
Total assetsLn 16$310K
LiabilitiesLn 26$1.1M
Net assetsLn 32−$794K
OperationsPt I, VI
EmployeesI 50
VolunteersI 611
Fiscal year endsHeaderJune
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 FY25End FY25
Cash and savingsLn 1–2$18K$46K
Land, buildings, equipmentLn 10c$229K$208K
Total assetsLn 16$300K$310K
LiabilitiesLn 26$1.1M$1.1M
Net assetsLn 32−$786K−$794K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Management feesLn 11a$72K$22K$50K
Legal feesLn 11b$874$874
Accounting feesLn 11c$11K$11K
Advertising and promotionLn 12$300$300
Office expensesLn 13$5K$5K
Information technologyLn 14$600$600
OccupancyLn 16$41K$41K
TravelLn 17$1K$1K
Depreciation, depletion and amortizationLn 22$21K$21K
InsuranceLn 23$7K$7K
Other expenses (24a–d)Ln 24$180$180
All other expensesLn 24e$7K$4K$3K
Total functional expensesLn 25$168K$95K$73K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest Viewing $160K$168K−$8K−$794K 990 PDF
FY2024 $153K$174K−$21K−$786K 990 PDF
FY2023 $135K$171K−$35K−$765K 990 PDF
FY2022 $127K$149K−$22K−$729K 990 PDF
FY2021 $126K$135K−$9K−$708K 990 PDF
FY2020 $114K$125K−$11K−$699K 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 FY2025 990 (6 parts)
Part I · Summary $160,206 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $81,437$92,030
I-9 Program service revenuePrior year $69,317$67,394
I-10 Investment incomePrior year $21$26
I-11 Other revenuePrior year $1,895$756
I-12 Total revenuePrior year $152,670$160,206
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 $173,804$168,053
I-18 Total expensesPrior year $173,804$168,053
I-19 Revenue less expensesPrior year −$21,134−$7,847
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-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-13 Written whistleblower policyYes
VI-14 Document retention and destruction policyYes
Part VIII · Statement of revenue $160,206 across 5 lines filed
Lines not itemized here account for $756 of total revenue; see the IRS return.
VIII-1e Government grants$92,030
VIII-1h Total contributions, gifts and grants$92,030
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $67,394$67,394
VIII-3 Investment incomeExcluded from tax $26$26
VIII-12 Total revenueRelated to mission $67,394 · Unrelated business $0 · Excluded from tax $782$160,206
Part IX · Statement of functional expenses $168,053 across 12 lines filed
IX-11a Management feesPrograms $21,978 · Management $50,184$72,162
IX-11b Legal feesManagement $874$874
IX-11c Accounting feesManagement $11,164$11,164
IX-12 Advertising and promotionManagement $300$300
IX-13 Office expensesManagement $5,406$5,406
IX-14 Information technologyManagement $600$600
IX-16 OccupancyPrograms $41,088$41,088
IX-17 TravelManagement $1,074$1,074
IX-22 Depreciation, depletion and amortizationPrograms $20,676$20,676
IX-23 InsurancePrograms $7,331$7,331
IX-24 Other expenses (24a–d)Management $180$180
IX-24e All other expensesPrograms $3,826 · Management $3,372$7,198
IX-25 Total functional expensesPrograms $94,899 · Management $73,154 · Fundraising $0$168,053
Part X · Balance sheet $310,387 assets, 13 lines filed
X-2 Savings and temporary cash investmentsStart of year $18,032$46,106
X-4 Accounts receivableStart of year $3,451$437
X-9 Prepaid expenses and deferred chargesStart of year $433$51
X-10c Land, buildings and equipment, netStart of year $228,819$208,143
X-15 Other assetsStart of year $49,025$55,650
X-16 Total assetsStart of year $299,760$310,387
X-17 Accounts payable and accrued expensesStart of year $15,032$33,826
X-19 Deferred revenueStart of year $3,032$3,200
X-25 Other liabilitiesStart of year $5,755$5,267
X-26 Total liabilitiesStart of year $1,085,619$1,104,093
X-27 Net assets without donor restrictionsStart of year −$785,859−$793,706
X-32 Total net assets or fund balancesStart of year −$785,859−$793,706
X-33 Total liabilities and net assetsStart of year $299,760$310,387
Part XI · Reconciliation of net assets −$793,706 net assets at year end
XI-1 Total revenue$160,206
XI-2 Total expenses$168,053
XI-3 Revenue less expenses−$7,847
XI-4 Net assets at start of year−$785,859
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year−$793,706

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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