Good Shepherd Fund is located in Phoenix, AZ. The organization was established in 1971. According to its NTEE Classification (T30) the organization is classified as: Public Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Good Shepherd Fund is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Good Shepherd Fund generated $2.8m in total revenue. This represents relatively stable growth, over the past 7 years the organization has increased revenue by an average of 4.9% each year. All expenses for the organization totaled $1.9m during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
CONSERVATORSHIP, GUARDIANSHIP, AND TRUSTEESHIP SERVICES
Describe the Organization's Program Activity:
Part 3 - Line 4a
SPECIFIC SERVICES ARE TO ACT AS COURT-APPOINTED GUARDIAN OR CONSERVATOR OF AN INDIVIDUAL WITH DEVELOPMENTAL DISABILITIES, TO MAKE DECISIONS REGARDING MEDICAL CARE, RESIDENCE, DAY PROGRAMS, EDUCATION, AND OTHER MATTERS. IN ADDITION, THE ORGANIZATION ACTS AS A TRUSTEE FOR SPECIAL NEEDS TRUSTS FOR INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES. DISTRIBUTION ARE MADE FOR QUALIFIED SPECIAL NEEDS THAT ARE NOT OTHERWISE PROVIDED BY GOVERNMENT SUPPORT.
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
David Johnson Chairman | OfficerTrustee | 3 | $0 |
Trevor Patterson Vice Chair | OfficerTrustee | 3 | $0 |
Reuben Helick Treasurer | OfficerTrustee | 3 | $0 |
Karin Crosby Trustee | Trustee | 3 | $0 |
Tom Avramis Special Advisor | Trustee | 40 | $0 |
Nate Schnackenberg President & CEO | OfficerTrustee | 40 | $0 |
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Hoge Fenton Jones & Appel Legal Services | 12/30/20 | $144,038 |
Petrinovich Pugh & Company Llp Accounting Services | 12/30/20 | $142,056 |
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $1,687,345 |
| Noncash contributions included in lines 1a–1f | $52,296 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $1,687,345 |
| Total Program Service Revenue | $1,186,837 |
| Investment income | $84,359 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | -$160,139 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $2,802,584 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $50 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $33,378 |
| Fees for services: Accounting | $11,548 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $28,571 |
| Fees for services: Other | $678,774 |
| Advertising and promotion | $13,323 |
| Office expenses | $15,920 |
| Information technology | $104,063 |
| Royalties | $0 |
| Occupancy | $12,000 |
| Travel | $57,726 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $624,064 |
| Depreciation, depletion, and amortization | $44,406 |
| Insurance | $58,735 |
| All other expenses | $972 |
| Total functional expenses | $1,869,696 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $1,229,450 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $791,528 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $152,270 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $36,705 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $2,168,191 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $247,931 |
| Other assets | $45,000 |
| Total assets | $4,671,075 |
| Accounts payable and accrued expenses | $189,933 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $47,440 |
| Total liabilities | $237,373 |
| Net assets without donor restrictions | $2,527,387 |
| Net assets with donor restrictions | $1,906,315 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $4,671,075 |