Shepherd Energy and Community Foundation Inc

Nonprofit profile at a glance

EIN
471945002
IRS 990-EZ coverage
2015–2016
Forms available
Form 990-EZ 2016
Location
Bowie, MD, USA
Rating
69
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Community Foundations

Official website

Reported finances

Revenue
$123,080
Expenses
$104,755
Assets
$67,170
Liabilities
$32,546

Source: IRS Form 990-EZ. Selected filing: tax year 2016. Amounts in USD.

Leadership & pay

1 person listed

Executive titles in this filing

  • CRYSTAL FAISON (EXECUTIVE DIRECTOR)

People named in this filing

  • CRYSTAL FAISON (EXECUTIVE DIRECTOR)

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 2016. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

See attachment

What it reported doing in 2016

Assisted 13 homeowners in pg county to benefit from the home performance with energy star utility incentive and rebate program used for weatherizationenergy efficiency services

Operating model

Revenue model
Donor-supported. 100% of the money available for current operations came from contributions and gifts.
Distribution model
Direct operator. The filing allocates 95% 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

SUPPORTED - A large share of available resources goes toward mission work and the filed numbers largely add up. Program spending has declined or grown slowly and revenue has declined or grown slowly.

Rating breakdown

  • Financial Efficiency: 68
  • Transparency & Controls: 82
  • Sustainability: 52
  • Growth: 0

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 64.5%; rating input score 64
  • Program expense ratio: 75.8%; rating input score 76

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 51st percentile among comparable filings
  • Major donor itemization: Limited

Sustainability

  • Operating margin: 14.9%; rating input score 72; 72nd percentile among comparable filings
  • Total-asset coverage ratio: 0.64; rating input score 48; 48th percentile among comparable filings
  • Liabilities to assets ratio: 0.48; rating input score 14; 14th percentile among comparable filings
  • Officer compensation ratio: 10.5%; rating input score 24; 24th percentile among comparable filings

Growth

  • Program expense growth: -21.9% per year; rating input score 0; 8th percentile among comparable filings
  • Revenue growth: -38.8% per year; rating input score 0; 1st percentile among comparable filings
  • Asset growth: -22.8% per year; rating input score 0; 7th percentile among comparable filings

Details

  • Where the money goes: 64.5% of revenue deployed · 75.8% of spending went to programs
  • Governance: Filed governance answers
  • Accomplishments: 4 filed program accomplishments · $79K in reported program spending
  • Leadership: top reported pay $0 · 1 people listed
  • Consistency: 9 of 9 current checks pass
  • Schedules: 2 filed schedules
  • Filing history: 2 filing years from 2015 to 2016
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • 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.

Grant-readiness screening is separate from the live rating, not a measure of program quality. Review the source records before making a grant decision.

  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • High — Growth: Asset growth scored 0/100.
  • Moderate — Sustainability: Total-asset coverage ratio scored 48/100.
  • High — Sustainability: Liabilities to assets ratio scored 14/100.
  • High — Sustainability: Officer compensation ratio scored 24/100.
  • High — Grant Readiness: Automatic revocation: this organization had its federal tax-exempt status automatically revoked.