2026-04-08T14:07:09-05:00 2025-06-30 332621854 CRI CAPIN CROUSE ADVISORS LLC 345 MASSACHUSETTS AVE STE 300 INDIANAPOLIS IN 46204 990 2024-07-01 390988997 SHEPHERDS MINISTRIES INC SHEP 2628785620 1805 FIFTEENTH AVENUE UNION GROVE WI 531821597 TRACY N TERRILL PRESIDENT 2628785620 2026-04-08 1 1 SARA TIBBOTT P01486965 5055022746 2026-04-08 2024 2025-03-06 01:10:19Z SHEPHERDS COLLEGE TRACY N TERRILL 1805 FIFTEENTH AVENUE UNION GROVE WI 531821597 7766306 0 X WWW.SHEPERDSCOLLEGE.EDU X 1965 WI EDUCATE AND TRAIN STUDENTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES 11 10 145 167 0 0 1786364 1991969 5707612 5774337 0 -1860 0 0 7493976 7764446 894464 1055544 0 0 5174797 5690393 0 0 0 2262892 2253252 8332153 8999189 -838177 -1234743 9856858 9357611 1705501 2457045 8151357 6900566 X BECAUSE PEOPLE WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES HAVE UNREALIZED GOD GIVEN POTENTIAL, SHEPHERDS COLLEGE PROVIDES A TAILORED TRAINING ENVIRONMENT FOR OUR STUDENTS TO DISCOVER AND MAXIMIZE THAT POTENTIAL, SO THEY ARE EMPOWERED TO LEAD A FULFILLING LIFE. 0 0 6522393 1055544 5774337 SHEPHERDS COLLEGE IS THE NATION'S LEADING, FULLY-ACCREDITED NON-DEGREE GRANTING, POST-SECONDARY EDUCATION PROGRAM CREATED WITH THE LEARNING NEEDS OF STUDENTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES IN MIND. SHEPHERDS COLLEGE BELIEVES THAT WHEN STUDENTS LEARN IN AN ENVIRONMENT DESIGNED SPECIFICALLY FOR THEM, THEY WILL THRIVE, AND OFFERS THREE, IMMERSIVE OCCUPATIONAL MAJORS. THE COLLEGE EQUIPS STUDENTS TO REACH APPROPRIATE INDEPENDENCE THROUGH THE DEVELOPMENT OF VOCATIONAL, SOCIAL AND LIFE SKILLS. AS A FAITH-BASED SCHOOL, SPIRITUAL GROWTH IS ENCOURAGED THROUGH WEEKLY CHAPEL MEETINGS, BIBLE STUDIES, ATTENDANCE AT LOCAL CHURCHES, AND STUDENT-LED PRAYER GROUPS. (CONTINUED ON SCHEDULED O)THE SCHOOL PURSUES EXCELLENCE IN ALL ITS OPERATIONS, EVIDENCED BY ITS EXCEPTIONAL FACULTY AND STAFF, THE NEW AND RECENTLY UPDATED STUDENT HOUSING FACILITIES, CUSTOMIZED CURRICULUM, AND ITS INVESTMENT IN IMPACTING THE DISABILITY COMMUNITY THROUGH STRATEGIC LEADERSHIP TRAINING. OPERATIONS ARE FUNDED PRIMARILY FROM PAYMENT FOR TUITION FEES WITH CONTRIBUTIONS FROM SHEPHERDS FOUNDATION, INC. 6522393 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 1 0 1 0 0 0 0 1 1 1 0 0 1 157 0 1 145 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 10 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 NJ WA X TRACY N TERRILL 2628785620 1805 FIFTEENTH AVENUE UNION GROVE WI 531821597 TRACY TERRILL PRESIDENT 40.00 1.00 X X 124145 0 76729 JESSICA BRAEGER CHAIRMAN 5.00 1.00 X X 0 0 0 SCOTT HUEDEPOHL VICE CHAIRMAN 1.00 1.00 X X 0 0 0 DR BILL LODEWYK SECRETARY 1.00 1.00 X X 0 0 0 JOHN MATTHIESEN TREASURER 1.00 1.00 X X 0 0 0 ATTORNEY JIM LIEBLER DIRECTOR 1.00 X 0 0 0 PAUL WILKEN DIRECTOR 1.00 1.00 X 0 0 0 MARK STEVENS DIRECTOR 1.00 1.00 X 0 0 0 GRETCHEN RYAN DIRECTOR 1.00 X 0 0 0 MELINDA ISAACS DIRECTOR 1.00 X 0 0 0 ROGER ELLIS DIRECTOR 1.00 X 0 0 0 BRIAN CANRIGHT VICE PRESIDENT 1.00 40.00 X 124745 0 26397 CARRIE ZIEBELL ASSISTANT SECRETARY 39.00 1.00 X 91967 0 20359 BRYAN TOMCZAK VP OF FINANCE 39.00 1.00 X 102257 0 3688 LORI KONOPASEK VP OF STUDENT AFFAIRS 40.00 X 114333 0 13416 TODD DUNNUM ASSOCIATE VP OF HUMAN RESOURCES 40.00 X 113292 0 12481 SCOTT NASH VP OF ACADEMIC AFFAIRS 40.00 X 102308 0 3201 773047 0 156271 6 0 1 0 0 1795615 196354 196354 1991969 STUDENT TUITION 611110 4779555 4779555 AUXILIARY REVENUE 623990 971833 971833 22949 22949 5774337 1860 -1860 -1860 -1860 7764446 5774337 0 -1860 1055544 1055544 522805 386331 136474 115117 115117 4324021 3135774 1188247 75672 53304 22368 305091 249869 55222 347687 264570 83117 40278 40278 92000 92000 155260 119402 35858 51607 12920 38687 655000 434606 220394 262153 186651 75502 119555 94152 25403 31492 31492 430562 305632 124930 139378 99234 40144 REPAIRS AND MAINTENANCE 228882 9287 219595 BAD DEBT 47085 47085 8999189 6522393 2476796 0 832949 1117826 309428 240122 196808 106552 105414 18869410 11911398 7427893 6958012 939914 979551 9856858 9357611 856322 904467 28718 79795 650000 820461 822783 1705501 2457045 X 7999668 6730300 151689 170266 8151357 6900566 9856858 9357611 X -1234743 -16048 X 0 1 X 1 0 X 3130500 2976678 1897817 1786364 1991969 11783328 3130500 2976678 1897817 1786364 1991969 11783328 11783328 11783328 24856119 1.00000 0.99840 X SCHEDULE A, PART II: THE ORGANIZATION IS A SCHOOL AS DESCRIBED UNDER 170(B)(1)(A)(II) AND IS NOT REQUIRED TO COMPLETE A PUBLIC SUPPORT SCHEDULE. SCHEDULE A, PART II IS COMPLETED TO VERIFY THE SCHOOL CAN QUALIFY UNDER PUBLIC CHARITY STATUS SECTION 170(B)(1)(A)(VI) AND QUALIFIES TO USE THE FIRST LISTED SPECIAL RULE FOR SCHEDULE B REPORTING. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2260175 10721 235865 106453 2400308 2040043 61742 276344 105657 12297 2260175 1998192 170325 168524 285433 11565 2040043 2189645 106999 -284905 13547 1998192 1781270 87854 396464 75943 2189645 0.72440 0.27560 0.00000 0 1 1 260271 260271 14985257 8836211 6149046 3310842 2783523 527319 313040 291664 21376 6958012 ASSETS HELD UNDER SPLIT-INTEREST AGREEMENTS 912815 LAND HELD FOR SALE 66736 979551 ANNUITY OBLIGATIONS 206828 ACCRUED POST-RETIREMENT BENEFIT OBLIGATION 424329 DISCOUNT FOR FUTURE INTEREST IN POOLED INCOME FUND 191626 822783 PART V, LINE 4: SHEPHERDS FOUNDATION, INC., A RELATED ORGANIZATION, HOLDS AND ADMINISTERS THE ENDOWMENT FUND FOR THE PURPOSE OF SUPPORTING THE MISSION OF SHEPHERDS MINISTRIES, INC. 1 1 1 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SCHEDULE E, PART I, LINE 3 THE ORGANIZATION PUBLICIZED ITS RACIALLY NONDISCRIMINATORY POLICY ON THE HOMEPAGE OF ITS WEBSITE AT ALL TIMES DURING ITS TAX YEAR IN A MANNER REASONABLY EXPECTED TO BE NOTICED BY VISITORS. SCHEDULE E, PART I, LINE 6A: THE ORGANIZATION SERVES AS THE ADMINISTRATIVE CONDUIT BY WHICH TITLE IV FEDERAL FINANCIAL AID IS DISTRIBUTED TO ELIGIBLE STUDENTS. 1 TUITION DISCOUNTS 92 1055544 PART I, LINE 2: TUITION DISCOUNTS, SCHOLARSHIPS, AND AWARDS ARE GIVEN BY THE COLLEGE. THE COLLEGE NOTIFIES THE BUSINESS OFFICE OF THE AWARD AMOUNT FOR EACH STUDENT. THE MAJORITY OF SCHOLARSHIPS ARE NEEDS-BASED AND AWARDED BASED ON COMPLETING OF A FAFSA WITH FSA. THERE ARE A FEW SCHOLARSHIPS THAT ARE A PROFESSIONAL REFERRAL SCHOLARSHIP WHERE AN EDUCATOR IS ALLOWED TO PRESENT A POTENTIAL STUDENT WITH A CERTIFICATE THAT WILL ALLOW THEM TO RECEIVE A SCHOLARSHIP. THAT AMOUNT IS APPLIED DIRECTLY TO EACH STUDENT'S ACCOUNT AND NO CASH CHANGES HANDS. X X 1 1 X X 0 0 0 0 0 0 0 0 0 TRACY TERRILL PRESIDENT 124145 0 0 0 0 0 14009 0 62720 0 200874 0 0 0 BRIAN CANRIGHT VICE PRESIDENT 124745 0 0 0 0 0 1758 0 24639 0 151142 0 0 0 PART I, LINE 1A THE TRAVEL FOR COMPANIONS IS FOR THE PRESIDENT'S WIFE. THE TRAVEL IS FOR A BONA FIDE BUSINESS PURPOSE AND IS NOT TREATED AS TAXABLE COMPENSATION. PURSUANT TO INTERNAL REVENUE CODE SECTION 107, MINISTERIAL HOUSING ALLOWANCES ARE PROVIDED FOR QUALIFYING MINISTERIAL EMPLOYEES. THIS IS NOT INCLUDED IN TAXABLE COMPENSATION. TRACY TERRILL, PRESIDENT, MET THE QUALIFICATIONS FOR AND RECEIVED A MINISTERIAL HOUSING ALLOWANCE DURING THE TAX YEAR. REBECCA TERRILL FAMILY MEMBER OF TRACY TERRILL, PRESIDENT 63427 WAGES & BENEFITS 0 LUCY CANRIGHT FAMILY MEMBER OF BRIAN CANRIGHT, VICE PRESIDENT 51690 WAGES & BENEFITS 0 X 2 180000 APPRAISAL X 2 5872 COST X EQUIPMENT 3 8482 COST X EVENT TICKETS 2 2000 COST 0 0 1 0 PART I, COLUMN (B): THE NUMBER OF CONTRIBUTIONS REPRESENT THE NUMBER OF CONTRIBUTIONS RECEIVED, NOT THE NUMBER OF ITEMS DONATED. FORM 990, PART VI, SECTION A, LINE 1A THE EXECUTIVE COMMITTEE CONSISTS OF ALL OFFICERS OF THE CORPORATION WHO ARE DIRECTORS OF THE CORPORATION, THE CHAIRPERSON OF EACH OF THE STANDING COMMITTEES, EXCEPT THE BOARD DEVELOPMENT COMMITTEE, AND ADDITIONAL MEMBERS OF THE BOARD KNOWN AS MEMBERS AT LARGE ELECTED ANNUALLY AT THE TIME OF ELECTION OF OFFICERS. THE EXECUTIVE COMMITTEE CONDUCTS THE BUSINESS OF THE CORPORATION BETWEEN REGULAR BOARD OF DIRECTORS' MEETINGS WITHIN THE GENERAL POLICIES SET BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 4 DURING THE TAX YEAR, THE ORGANIZATION AMENDED ITS GOVERNING DOCUMENTS TO CHANGE ITS LEGAL NAME FROM SHEPHERDS BAPTIST MINISTRIES, INC. TO SHEPHERDS MINISTRIES, INC. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS PREPARED BY AN INDEPENDENT TAX PREPARER AND REVIEWED IN DETAIL BY THE ORGANIZATION'S TOP MANAGEMENT. THE REVIEWED FORM 990 IS THEN PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS AND OFFICERS ARE REQUIRED TO DISCLOSE POTENTIAL CONFLICTS ON AN ANNUAL BASIS. THE ASSISTANT BOARD SECRETARY MONITORS THE PROCESS. CONFLICTS DISCLOSED BY BOARD MEMBERS ARE REVIEWED BY THE ASSISTANT SECRETARY AND ESCALATED TO THE CHAIRMAN IF NEEDED. THE CHAIRMAN REVIEWS THE ASSISTANT SECRETARY'S SIGNED STATEMENT. SHOULD ANY POTENTIAL CONFLICTS OF INTEREST BE DISCLOSED, THE BOARD MEMBER OR OFFICER WOULD BE ASKED TO REFRAIN FROM PARTICIPATION IN ANY DELIBERATION OR DECISION WITH REGARD TO MATTERS AFFECTED BY THE RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 15 THE INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS REVIEW AND APPROVE THE COMPENSATION FOR THE PRESIDENT OF THE ORGANIZATION AND OTHER OFFICERS. THE BOARD OF DIRECTORS USES COMPARABILITY DATA IN THEIR ANALYSIS. THEIR DECISION IS DOCUMENTED IN THE BOARD MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF ANNUITIES -34,625. CHANGE IN VALUE OF TRUSTS 18,577. SHEPHERDS FOUNDATION INC 1805 FIFTEENTH AVENUE UNION GROVE WI 53182 201344722 SUPPORTING ORGANIZATION TO SHEPHERDS MINISTRIES, INC. WI 501(C)(3) LINE 12A, I SHEPHERDS MINISTRIES INC 1 CHARITABLE REMAINDER TRUST (1) CHARITABLE REMAINDER TRUST WI SHEPHERDS MINISTRIES INC T 1 0 0 1 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 SHEPHERDS FOUNDATION INC C 1795615 CASH VALUE SHEPHERDS FOUNDATION INC M 187212 SOLE BENEFIT SHEPHERDS FOUNDATION INC O 811968 TIME ALLOCATION