Shepard Apartments Inc
Nonprofit profile at a glance
- EIN
- 931254945
- IRS 990-EZ coverage
- 2009–2024
- Forms available
- Form 990-EZ 2024
- Location
- Eugene, OR, USA
- Phone
- 5413435831
- Rating
- 96
- Verdict
- STRONG
- Rating confidence
- Moderate
- Sector
- Low-Income & Subsidized Rental Housing
Reported finances
- Revenue
- $66,965
- Expenses
- $90,832
- Assets
- $96,316
- Liabilities
- $2,665
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
7 people listed
Executive titles in this filing
- LYNN SHEPARD (PRESIDENT)
- DONNA BRANN (VICE PRESIDENT)
- CHRISTINE NICHOLS (EXECUTIVE DIRECTOR)
People named in this filing
- LAURENCE HAMBLEN (DIRECTOR)
- SHEILA SPEAR (DIRECTOR)
- CHEROKEE STAPLES (INTERIM TREASURER)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Dedicated to providing tranisitional housing to adults with a history of mental or emotional disturbances.
What it reported doing in 2024
Provide housing for mental or emotionally disturbed adults.
Operating model
- Revenue model
- Donor-supported. 67% of the money available for current operations came from contributions and gifts.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and assets have declined or grown slowly.
Rating breakdown
- Financial Efficiency: 100
- Transparency & Controls: 100
- Sustainability: 31
- Growth: 80
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 100%; rating input score 100
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Yes; rating input score 100
Sustainability
- Operating margin: -35.6%; rating input score 16; 16th percentile among comparable filings
- Total-asset coverage ratio: 1.06; rating input score 48; 48th percentile among comparable filings
- Liabilities to assets ratio: 0.03; rating input score 24; 24th percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 56; 56th percentile among comparable filings
Growth
- Program expense growth: 2.2% per year; rating input score 100; 55th percentile among comparable filings
- Revenue growth: 3.3% per year; rating input score 100; 65th percentile among comparable filings
- Asset growth: -7.9% per year; rating input score 0; 19th percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 100% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment · $91K in reported program spending
- Leadership: top reported pay $0 · 7 people listed
- Consistency: 8 of 8 current checks pass
- Schedules: 3 filed schedules
- Filing history: 16 filing years from 2009 to 2024
- Contacts: How to reach this organization
- Related organizations: Filed and resolved organization relationships.
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Sustainability: Operating margin scored 16/100.
- High — Growth: Asset growth scored 0/100.
- Moderate — Sustainability: Total-asset coverage ratio scored 48/100.
- High — Sustainability: Liabilities to assets ratio scored 24/100.
- Review — Sustainability: Officer compensation ratio scored 56/100.