Shepherd Place INC: FY2022 Nonprofit Profile & Form 990 (EIN 61-1201320)

Revenue by fiscal year
FY2020	$114K
FY2021	$126K
FY2022	$127K
FY2023	$135K
FY2024	$153K
FY2025	$160K

Expenses by fiscal year
FY2020	$125K
FY2021	$135K
FY2022	$149K
FY2023	$171K
FY2024	$174K
FY2025	$168K

Net assets by fiscal year
FY2020	−$699K
FY2021	−$708K
FY2022	−$729K
FY2023	−$765K
FY2024	−$786K
FY2025	−$794K

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

Part of a larger organization · Schedule R

Shepherd Place INC files its own Form 990, but Schedule R discloses 3 related entities — figures on this page are for this EIN only, not the whole group.

Wintercare Energy Fund INC · Community Action Council for Lex- Fayette Bourb Harr Nich Counties · Community Action Council Development Corporation · See Schedule R

Combined filings · FY2022 · 3 entities with data

Simple sum of each entity's Form 990 headline figures — not audited consolidated financials. This page's EIN is one member.

Group revenue

$69.4M

Group expenses

$68.8M

Group net assets

$25.9M

Wintercare Energy Fund INC · $363K rev · $413K net assets

Community Action Council for Lex- Fayette Bourb Harr Nich Counties · $68.9M rev · $26.2M net assets

Where the money goes

75 cents of each dollar spent went to programs.

75%

25%

Program services 75% · $112K Management & general 25% · $37K

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 · most recent filed roster (FY2021); the FY2022 filing did not itemize Part VII

Denise Beatty

Board Chair

$0Pt VII · Sec A

Michele Lee

Secretary

$0Pt VII · Sec A

Kimberly Baird

Board Member

$0Pt VII · Sec A

Art Crosby

Board Member

$0Pt VII · Sec A

Richard Heine

Board Member

$0Pt VII · Sec A

Joshua Lewis

Board Member (thru Oct. 2021)

$0Pt VII · Sec A

Daniel Murphy

Board Member

$0Pt VII · Sec A

Sharon Price

Executive Director

$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 · $112K · in their own filed words · FY2021

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 2022 the project served 22 individuals.

$112Kprogram expense

Funders

Who pays for it.

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

By the numbers

The FY2022 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$127K

Ln 12

Gifts and grantsLn 1h$70K

Fees for servicesLn 2g$56K

Other incomeLn 4–11$793

Money outPt IX

$149K

Ln 25

Programscol B$112K

Managementcol C$37K

Owns and owesPt X

−$729K

net assets · Ln 32

Cash and savingsLn 1–2$26K

Total assetsLn 16$357K

LiabilitiesLn 26$1.1M

PeoplePt VI, VII

9

listed · VII A

PaidVII A0

Voting boardVI 1a6

IndependentVI 1b6

2In more detail

Revenue in detailPt VIII

Gifts and grantsLn 1h$70K

Government grantsLn 1e$70K

Fees for servicesLn 2g$56K

Investment incomeLn 3$41

Other incomeLn 4–11$793

Total revenueLn 12$127K

Assets in detailPt X, end of year

SavingsLn 2$26K

Cash and savings togetherLn 1–2$26K

Land, buildings, equipmentLn 10c$270K

Other assetsLn 15$59K

Total assetsLn 16$357K

LiabilitiesLn 26$1.1M

Net assetsLn 32−$729K

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

Line	Start FY22	End FY22
Cash and savingsLn 1–2	$5K	$26K
Land, buildings, equipmentLn 10c	$291K	$270K
Total assetsLn 16	$364K	$357K
LiabilitiesLn 26	$1.1M	$1.1M
Net assetsLn 32	−$708K	−$729K

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Management feesLn 11a	$50K	$25K	$24K
Legal feesLn 11b	$450		$450
Accounting feesLn 11c	$8K		$8K
Office expensesLn 13	$6K	$3K	$3K
OccupancyLn 16	$57K	$57K
TravelLn 17	$994	$994
Depreciation, depletion and amortizationLn 22	$21K	$21K
InsuranceLn 23	$5K	$5K
Other expenses (24a–d)Ln 24	$1K		$1K
All other expensesLn 24e	$206		$206
Total functional expensesLn 25	$149K	$112K	$37K	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest	$160K	$168K	−$8K	−$794K	990 PDF
FY2024	$153K	$174K	−$21K	−$786K	990 PDF
FY2023	$135K	$171K	−$35K	−$765K	990 PDF
FY2022 Viewing	$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 FY2022 990 (6 parts)

Part I · Summary $127,002 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $81,623$69,975

I-9 Program service revenuePrior year $43,471$56,193

I-10 Investment incomePrior year $32$41

I-11 Other revenuePrior year $900$793

I-12 Total revenuePrior year $126,026$127,002

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 $134,960$148,521

I-18 Total expensesPrior year $134,960$148,521

I-19 Revenue less expensesPrior year −$8,934−$21,519

Part VI · Governance 6 of 6 board members independent, 1 to look at

VI-1a Voting members of the governing body6

VI-1b Independent voting members6

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 $127,002 across 5 lines filed

Lines not itemized here account for $793 of total revenue; see the IRS return.

VIII-1e Government grants$69,975

VIII-1h Total contributions, gifts and grants$69,975

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $56,193$56,193

VIII-3 Investment incomeExcluded from tax $41$41

VIII-12 Total revenueRelated to mission $56,193 · Unrelated business $0 · Excluded from tax $834$127,002

Part IX · Statement of functional expenses $148,521 across 10 lines filed

IX-11a Management feesPrograms $25,274 · Management $24,296$49,570

IX-11b Legal feesManagement $450$450

IX-11c Accounting feesManagement $8,013$8,013

IX-13 Office expensesPrograms $3,114 · Management $2,651$5,765

IX-16 OccupancyPrograms $56,716$56,716

IX-17 TravelPrograms $994$994

IX-22 Depreciation, depletion and amortizationPrograms $20,675$20,675

IX-23 InsurancePrograms $4,801$4,801

IX-24 Other expenses (24a–d)Management $1,331$1,331

IX-24e All other expensesManagement $206$206

IX-25 Total functional expensesPrograms $111,574 · Management $36,947 · Fundraising $0$148,521

Part X · Balance sheet $356,822 assets, 13 lines filed

X-2 Savings and temporary cash investmentsStart of year $4,548$26,147

X-4 Accounts receivable$1,149

X-9 Prepaid expenses and deferred chargesStart of year $2,076$403

X-10c Land, buildings and equipment, netStart of year $290,847$270,171

X-15 Other assetsStart of year $66,681$58,952

X-16 Total assetsStart of year $364,152$356,822

X-17 Accounts payable and accrued expensesStart of year $5,100$16,132

X-19 Deferred revenue$2,812

X-25 Other liabilitiesStart of year $5,123$5,468

X-26 Total liabilitiesStart of year $1,072,023$1,086,212

X-27 Net assets without donor restrictionsStart of year −$707,871−$729,390

X-32 Total net assets or fund balancesStart of year −$707,871−$729,390

X-33 Total liabilities and net assetsStart of year $364,152$356,822

Part XI · Reconciliation of net assets −$729,390 net assets at year end

XI-1 Total revenue$127,002

XI-2 Total expenses$148,521

XI-3 Revenue less expenses−$21,519

XI-4 Net assets at start of year−$707,871

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year−$729,390

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

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Shepherd Place INC FY2022 filing

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Shepherd Place INC

Funders

By the numbers

Filing history

Schedules filed Part IV

Shepherd Place INC FY2022 filing

Before you give

Is it real?

Where the money goes

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Shepherd Place INC

Funders

Related Organizations

By the numbers

Filing history

Schedules filed Part IV