Form 990 for tax year 2023
Filed by THE SHEPHERDS CENTER OF CHARLOTTE INC.
Totals
- Total revenue
- $299,394
- Total expenses
- $217,448
- Contributions and grants received
- $256,727
- Grants paid
- $0
- Program service revenue
- $28,197
- Investment income
- $2,393
- Other revenue
- $12,077
- Total assets, end of year
- $521,679
- Total liabilities, end of year
- $39
- Net assets or fund balances, end of year
- $521,640
- Program services expenses (Part IX)
- $143,760
- Management and general expenses
- $17,807
- Fundraising expenses
- $55,881
- Program service expenses (Part III)
- $143,760
Program services were 66.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$256,727
-
2a · Program service revenue: Program income
total $28,197 · related or exempt $28,197
-
3 · Investment income
total $2,393 · excluded $2,393
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: gross income
$15,235
-
8b · Fundraising events: direct expenses
$3,158
-
8c · Net income from fundraising events
total $12,077
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $64,525 · program services $48,394 · management and general $3,607 · fundraising $12,524
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $74,311 · program services $55,733 · management and general $4,154 · fundraising $14,424
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $0
-
10 · Payroll taxes
total $10,594 · program services $7,946 · management and general $592 · fundraising $2,056
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $0
-
11c · Fees: accounting
total $0
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $6,172 · management and general $6,172
-
12 · Advertising and promotion
total $18,519 · fundraising $18,519
-
13 · Office expenses
total $1,642 · program services $442 · management and general $268 · fundraising $932
-
14 · Information technology
total $615 · program services $461 · management and general $34 · fundraising $120
-
15 · Royalties
total $0
-
16 · Occupancy
total $9,396 · program services $7,047 · management and general $525 · fundraising $1,824
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $4,995 · program services $3,747 · management and general $279 · fundraising $969
-
24a · Other expenses: Program Costs
total $17,914 · program services $14,756 · fundraising $3,158
-
24b · Other expenses: Other
total $4,572 · program services $2,089 · management and general $1,941 · fundraising $542
-
24c · Other expenses: Telephone
total $1,673 · program services $1,255 · management and general $94 · fundraising $324
-
24d · Other expenses: Printing and Publications
total $1,491 · program services $1,118 · management and general $83 · fundraising $290
-
24e · All other expenses
total $1,029 · program services $772 · management and general $58 · fundraising $199
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $204,160 · end of year $290,618
-
2 · Savings and temporary cash investments
end of year $0
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $0
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
beginning of year $213,718 · end of year $230,886
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $218 · end of year $175
-
17 · Accounts payable and accrued expenses
end of year $39
-
27 · Net assets without donor restrictions
beginning of year $256,570 · end of year $407,620
-
28 · Net assets with donor restrictions
beginning of year $161,526 · end of year $114,020
Mission and programs · 2023
Mission
The Shepherds Center of Charlotte provides a network of support for the senior community to increase social connection, expand access to critical resources, and combat the negative effects of isolation.
-
Adventures in LearningAdventures in Learning (AIL) is a lifelong learning program held quarterly (Winter, Spring, Summer, and Fall). It is focused on helping older adults continue to learn, discover, and grow in an atmosphere of friendship. Our sessions are led by volunteer class instructors who use their special interests and backgrounds to enrich lives and keep minds strong and vibrant.Travel AdventuresTravel Adventures program is a vibrant initiative tailored for older adults seeking exciting journeys and lasting memories. Each day presents an opportunity to explore diverse destinations through our monthly array of day trips and local outings, from scenic nature walks to cultural excursions and culinary experiences, all designed to showcase the beauty of our surroundings. Beyond discovering captivating locales, our program fosters new connections and friendships among like-minded individuals who share a passion for discovery. As we navigate winding roads and uncover hidden gems, the Travel Adventures Program becomes a gateway to rejuvenation and vitality, encouraging everyone to embrace the spirit of adventure and celebrate life through every outingrediscovering the world, making new friends, and reveling in the joy of exploration.Essential TransportationThe Essential Transportation program is designed to ensure that individuals can easily meet their healthcare and daily needs. Volunteer drivers provide their own vehicles to assist individuals 55+ in getting to medical and other essential need appointments. Transportation is available throughout Mecklenburg County.Senior Health Insurance Information Program (SHIIP)SHIIP is a program of the N.C. Department of Insurance that offers free guidance to Medicare beneficiaries who need more information about or assistance with their insurance coverage, how Medicare works, what is covered, and what to do next. The Shepherds Center of Charlotte is the sole coordinating site for Mecklenburg County. As the Mecklenburg County coordinating site for SHIIP.Tax-Aide ProgramShepherd's Center of Charlotte partners with AARP to provide free tax filing assistance. From February to April, we serve countless older adults, particularly those with lower to moderate income, with our free tax preparation. Handy HelperThe Handy Helper program assists with minor home repairs, ensuring that older adults' living spaces remain secure, accessible, and stress-free. Volunteers perform basic home repairs to help them remain in their homes as long as possible.
Expenses $143,760 · Revenue $28,197
As filed on the 2023 return.
Listed in Part VII
-
Alissa Celek
Executive Dir.
- Total calculated
- $64,525
- From this org
- $64,525
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Marvin Oden
Director
- Total calculated
- $0
- Hours/week
- 1
-
Bruce Bailey
Past Chair
- Total calculated
- $0
- Hours/week
- 1
-
Dean Harwood
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Brooke Adamson
Director
- Total calculated
- $0
- Hours/week
- 1
-
Rick McKnight
Chairman
- Total calculated
- $0
- Hours/week
- 1
-
Kiesha Parker
Director
- Total calculated
- $0
- Hours/week
- 1
-
Katy Ryan
Director
- Total calculated
- $0
- Hours/week
- 1
-
Austin Miller
Director
- Total calculated
- $0
- Hours/week
- 1
-
Joan Foley
Director
- Total calculated
- $0
- Hours/week
- 1
-
Lisa Helmstetter
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Kelly Ogden
Director
- Total calculated
- $0
- Hours/week
- 1
-
Von Kinloch
Director
- Total calculated
- $0
- Hours/week
- 1
-
Mark Tiberio
Director
- Total calculated
- $0
- Hours/week
- 1
-
Marquell Hunter
Director
- Total calculated
- $0
- Hours/week
- 1
-
David Young
Director
- Total calculated
- $0
- Hours/week
- 1
-
Tracy McGinnis
Director
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 3 February 2025
- IRS schema version
- 2023v6.0
- Source object
- 202540349349302254
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