Nonprofit · EIN 27-4468269
SHEPHERDS HEART INC
Also known as BERT A LUMETTA
Tax-exempt · KALAMAZOO, MI 49009
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $112,957 | $118,666 | -$5,709 | $48,552 | $0 | $48,552 |
| December 31, 2024 | 990 | $128,399 | $141,854 | -$13,455 | $54,261 | $0 | $54,261 |
| December 31, 2023 | 990 | $152,098 | $84,382 | $67,716 | $67,716 | $0 | $67,716 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $93,317
- Program service revenue
- $19,640
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Other salaries and wages
- $93,637
- Salaries, compensation and benefits (total)
- $93,637
- Professional fundraising fees
- $0
- Accounting fees
- $2,200
- Occupancy
- $7,229
- Travel
- $618
- Program services (functional)
- $85,299
- Management and general (functional)
- $28,430
- Fundraising (functional)
- $4,937
Balance sheet and other
- Total assets, start of year
- $54,261
- Total assets, end of year
- $48,552
- Total liabilities, end of year
- $0
- Net assets, end of year
- $48,552
- Net assets without donor restrictions
- $48,552
- Gross receipts
- $112,957
- Employees
- 2
- Volunteers
- 10
- Year formed
- 2023
- State of legal domicile
- MI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AARON BERGREN | SECRETARY Trustee or director, Officer | 1 | $0 |
| SARAH BERGREN | PRESIDENT Trustee or director, Officer | 1 | $0 |
| JASON LUKE | MEMBER Trustee or director | 1 | $0 |
| JIM PENZOTTI | MEMBER Trustee or director | 1 | $0 |
| SUE PENZOTTI | MEMBER Trustee or director | 1 | $0 |
| JOHN VANELK | MEMBER Trustee or director | 1 | $0 |
| WENDY VANELK | MEMBER Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AARON BERGREN | SECRETARY Trustee or director, Officer | – | $0 |
| SARAH BERGREN | PRESIDENT Trustee or director, Officer | – | $0 |
| MIKE LAMPEN | TREASURER Trustee or director, Officer | – | $0 |
| JASON LUKE | MEMBER Trustee or director | – | $0 |
| JIM PENZOTTI | MEMBER Trustee or director | – | $0 |
| SUE PENZOTTI | MEMBER Trustee or director | – | $0 |
| JOHN VANELK | MEMBER Trustee or director | – | $0 |
| WENDY VANELK | MEMBER Trustee or director | – | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AARON BERGREN | SECRETARY Trustee or director, Officer | – | $0 |
| SARAH BERGREN | PRESIDENT Trustee or director, Officer | – | $0 |
| MIKE LAMPEN | TREASURER Trustee or director, Officer | – | $0 |
| JASON LUKE | MEMBER Trustee or director | – | $0 |
| JIM PENZOTTI | MEMBER Trustee or director | – | $0 |
| SUE PENZOTTI | MEMBER Trustee or director | – | $0 |
| JOHN VANELK | MEMBER Trustee or director | – | $0 |
| WENDY VANELK | MEMBER Trustee or director | – | $0 |
Address and contacts
- Address (IRS master file)
- 5955 W MAIN ST, KALAMAZOO, MI 49009-9101
- Principal officer (990 for 2025)
- SARAH BERGREN, 1117 CHEROKEE ST, KALAMAZOO, MI 49006
- Signed the 990
- BERT LUMETTA, DIRECTOR
- Phone
- (269) 762-3555
- Website
- WWW.SHEPHERDSHEARTINC.COM
- Return prepared by
- FLEGAL & MELNIK
Mission
SHEPHERD'S HEART IS A BIBLICALLY CENTERED, CLINICALLY INFORMED COUNSELING MINISTRY THAT OFFERS COMFORT, HOPE, AND HEALING TO THOSE STRUGGLING WITH SPIRITUAL, RELATIONAL, EMOTIONAL, OR MENTAL HEALTH ISSUES.
Program accomplishments
- PROVIDED BIBLICALLY CENTERED, CLINICALLY INFORMED COUNSELINGExpenses $85,299 · revenue $19,640
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 27-4468269
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2023
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mental health and crisis intervention (F60)
- Assets (IRS master file)
- $48,552
- Income (IRS master file)
- $112,957
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $112,957 | $118,666 | $48,552 | XML |
| 990 | December 2024 | $128,399 | $141,854 | $54,261 | XML |
| 990 | December 2023 | $152,098 | $84,382 | $67,716 | XML |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-4468269).
Questions about SHEPHERDS HEART INC
- What is the EIN of SHEPHERDS HEART INC?
- The employer identification number (EIN) of SHEPHERDS HEART INC is 27-4468269.
- Is SHEPHERDS HEART INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Are donations to SHEPHERDS HEART INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SHEPHERDS HEART INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SHEPHERDS HEART INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SHEPHERDS HEART INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of SHEPHERDS HEART INC?
- The 990 for the year ended December 31, 2025 names SARAH BERGREN.
- Who are the officers and directors of SHEPHERDS HEART INC?
- The 990 for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does SHEPHERDS HEART INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $112,957, expenses of $118,666 and total assets of $48,552 at year end.
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All nonprofits in KALAMAZOO · Michigan · Mental health and crisis intervention