SHEPHERDS FOUNDATION INC

EIN: 201344722 501(c)(3) Philanthropy & Grantmaking

UNION GROVE, WI

Total Revenue
$2,788,050
Total Expenses
$2,837,490
Total Assets
$3,598,596
Net Assets
$3,598,596
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
2004
Legal Domicile
WI
Principal Officer
BRIAN CANRIGHT
Phone
2628785620
Tax Period
2024-07-01 to 2025-06-30

SHEPHERDS FOUNDATION INC, founded in 2004, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $2.8M in total revenue in fiscal year 2024. Revenue grew 12% year-over-year, indicating healthy expansion.

Mission

THE MISSION OF THE SHEPHERDS FOUNDATION, INC. IS TO SUPPORT THE PRIMARY MISSION OF SHEPHERDS MINISTRIES, INC. THROUGH EFFECTIVE COMMUNICATION, FAITHFUL STEWARDSHIP AND PROMOTION OF PHILANTHROPIC ACTIVITIES. (CONTINUED ON SCHEDULE O)THE SHEPHERDS FOUNDATION, INC. ENCOURAGES DONORS TO CONTRIBUTE AND ARRANGE VARIOUS TYPES OF CHARITABLE GIFTS TO ENHANCE THE WORK OF EDUCATING AND TRAINING STUDENTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES.

Program Service Accomplishments

Program 1
Expenses: $2,708,718

SHEPHERDS FOUNDATION, INC. SERVES AS THE PHILANTHROPIC ARM OF SHEPHERDS MINISTRIES, INC. TO PROVIDE FINANCIAL SUPPORT THROUGH VARIOUS TYPES OF CONTRIBUTIONS AND GIFT INCOME ARRANGEMENTS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,787,980
Program Service Revenue $0
Investment Income $70
Other Revenue $0
TOTAL REVENUE $2,788,050

Expense Breakdown

Grants Paid $1,795,615
Salaries & Benefits $811,968
Fundraising Expenses $0
Program Expenses $2,708,718
Other Expenses $229,907
TOTAL EXPENSES $2,837,490

Year-over-Year Comparison

2024 2023 Change
Revenue $2,788,050 $2,494,464 +0.1%
Expenses $2,837,490 $2,496,141 +0.1%
Net Income $-49,440 $-1,677 +28.5%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
10
Independent Members
9
Employees
10
Volunteers
9

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$369,413
Total Directors
10
$200,874
Key Employees
0
$0
Highest Compensated
1
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
TRACY TERRILL DIRECTOR 1.00
Director
$0 $76,729 $200,874
SCOTT HUEDEPOHL CHAIRMAN 1.00
Officer Director
$0 $0 $0
PAUL WILKEN TREASURER 1.00
Officer Director
$0 $0 $0
DR BILL LODEWYK DIRECTOR 1.00
Director
$0 $0 $0
JESSICA BRAEGER DIRECTOR 1.00
Director
$0 $0 $0
MARK STEVENS DIRECTOR 1.00
Director
$0 $0 $0
JOHN MATTHIESEN DIRECTOR 1.00
Director
$0 $0 $0
DEAN NIEWOLNY DIRECTOR 1.00
Director
$0 $0 $0
JEFFREY ERICKSON DIRECTOR 1.00
Director
$0 $0 $0
KIM LONGO DIRECTOR 1.00
Director
$0 $0 $0
BRIAN CANRIGHT PRESIDENT 40.00
Officer
$0 $26,397 $151,142
CARRIE ZIEBELL SECRETARY 1.00
Officer
$0 $20,359 $112,326
BRYAN TOMCZAK VP OF FINANCE 1.00
Officer
$0 $3,688 $105,945
DAVID TENNYCK VP OF ADVANCEMENT 40.00
Highest
$119,631 $19,099 $138,730
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2025 $2,788,050 $2,837,490 $3,598,596 $-49,440
2024 $2,494,464 $2,496,141 $3,316,178 $-1,677
2023 $2,459,505 $2,591,184 $3,038,804 $-131,679
2022 $2,177,112 $2,102,670 $3,010,334 $74,442
2021 $3,302,927 $3,327,250 $3,524,006 $-24,323
2020 $3,972,358 $3,574,833 $2,992,427 $397,525
2019 $3,079,496 $3,270,844 $2,565,003 $-191,348
2018 $3,205,056 $3,159,045 $2,687,739 $46,011
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