Harold And Helen Shepherd Foundation

Walla Walla, WA
Tax-exempt since Aug. 1996
EIN: 91-1708510

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Educational Institutions and Related Activities / Scholarships, Student Financial Aid Services, Awards (NTEE)

Donations to this organization are tax deductible.

Revenue

$474k (2024)

Expenses

$498k (2024)

Total Assets

$1.96M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$473,780

Expenses

$498,347

Net Income

-$24,567

Net Assets

$1,961,099

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$487	0.1%
Dividends	$165,891	35.0%
Sales of Assets	$307,402	64.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$400,990	80.5%
Compensation of Officers*	$77,000	15.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,961,099
Total Liabilities	$0
Net Assets	$1,961,099

Compensation

Key Employees and Officers	Compensation	Other
Gary Houser (Trustee)	$30,000	$0
James Hayner (Trustee)	$27,000	$0
Andrew Houser (Trustee)	$20,000	$0

990-PF

Filed on April 15, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2023

Revenue

$547,421

Expenses

$424,712

Net Income

$122,709

Net Assets

$1,966,106

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,437	0.3%
Dividends	$178,039	32.5%
Sales of Assets	$367,945	67.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$327,049	77.0%
Compensation of Officers*	$77,000	18.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,966,106
Total Liabilities	$0
Net Assets	$1,966,106

Compensation

Key Employees and Officers	Compensation	Other
James Hayner (Trustee)	$27,000	$0
Andrew Houser (Trustee)	$25,000	$0
Gary Houser (Trustee)	$25,000	$0

990-PF

Filed on April 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2022

Revenue

$203,692

Expenses

$476,555

Net Income

-$272,863

Net Assets

$1,843,397

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$376	0.2%
Dividends	$176,205	86.5%
Sales of Assets	$27,111	13.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$372,614	78.2%
Compensation of Officers*	$77,000	16.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,843,397
Total Liabilities	$0
Net Assets	$1,843,397

Compensation

Key Employees and Officers	Compensation	Other
Gary Houser (Trustee)	$30,000	$0
James Hayner (Trustee)	$27,000	$0
Andrew Houser (Trustee)	$20,000	$0

990-PF

Filed on May 10, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$510,068

Expenses

$495,718

Net Income

$14,350

Net Assets

$2,116,523

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9	0.0%
Dividends	$149,453	29.3%
Sales of Assets	$360,596	70.7%
Other Income	$10	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$406,394	82.0%
Compensation of Officers*	$77,000	15.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,116,523
Total Liabilities	$0
Net Assets	$2,116,523

Compensation

Key Employees and Officers	Compensation	Other
Gary Houser (Trustee)	$35,000	$0
James Hayner (Trustee)	$27,000	$0
Andrew Houser (Trustee)	$15,000	$0

990-PF

Filed on Feb. 10, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$321,348

Expenses

$410,407

Net Income

-$89,059

Net Assets

$2,102,172

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$139,671	43.5%
Sales of Assets	$180,299	56.1%
Other Income	$1,378	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$324,597	79.1%
Compensation of Officers*	$77,000	18.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,102,173
Total Liabilities	$1
Net Assets	$2,102,172

Compensation

Key Employees and Officers	Compensation	Other
Gary Houser (Trustee)	$45,000	$0
James Hayner (Trustee)	$27,000	$0
Andrew Houser (Trustee)	$5,000	$0

990-PF

Filed on March 10, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$515,707

Expenses

$440,814

Net Income

$74,893

Net Assets

$2,191,231

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$156,536	30.4%
Sales of Assets	$359,171	69.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$357,031	81.0%
Compensation of Officers*	$77,000	17.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,191,232
Total Liabilities	$1
Net Assets	$2,191,231

Compensation

Key Employees and Officers	Compensation	Other
Gary Houser (Trustee)	$45,000	$0
James Hayner (Trustee)	$27,000	$0
Andrew Houser (Trustee)	$5,000	$0

990-PF

Filed on May 14, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$382,827

Expenses

$442,001

Net Income

-$59,174

Net Assets

$2,116,335

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$152,374	39.8%
Sales of Assets	$227,118	59.3%
Other Income	$3,335	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$354,326	80.2%
Compensation of Officers*	$77,000	17.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,116,335
Total Liabilities	$0
Net Assets	$2,116,335

Compensation

Key Employees and Officers	Compensation	Other
Gary Houser (Trustee)	$40,000	$0
James Hayner (Trustee)	$25,000	$0
Andrew Houser (Trustee)	$12,000	$0

990-PF

Filed on Feb. 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$274,114

Expenses

$417,278

Net Income

-$143,164

Net Assets

$2,175,509

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$149,788	54.6%
Sales of Assets	$124,326	45.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$335,008	80.3%
Compensation of Officers*	$77,000	18.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,175,509
Total Liabilities	$0
Net Assets	$2,175,509

Compensation

Key Employees and Officers	Compensation	Other
Andrew Houser (Trustee)	$30,000	$0
James Hayner (Trustee)	$27,000	$0
Gary Houser (Trustee)	$20,000	$0

990-PF

Filed on May 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$398,018

Expenses

$386,140

Net Income

$11,878

Net Assets

$2,318,673

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$132,513	33.3%
Sales of Assets	$265,505	66.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$301,310	78.0%
Compensation of Officers*	$77,000	19.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,318,673
Total Liabilities	$0
Net Assets	$2,318,673

Compensation

Key Employees and Officers	Compensation	Other
Gary Houser (Trustee)	$50,000	$0
James Hayner (Trustee)	$27,000	$0

990-PF

Filed on March 6, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$323,393

Expenses

$377,742

Net Income

-$54,349

Net Assets

$2,306,795

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$137,933	42.7%
Sales of Assets	$185,444	57.3%
Other Income	$16	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$295,261	78.2%
Compensation of Officers*	$77,000	20.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,306,795
Total Liabilities	$0
Net Assets	$2,306,795

Compensation

Key Employees and Officers	Compensation	Other
Gary Houser (Trustee)	$50,000	$0
James Hayner (Trustee)	$27,000	$0

990-PF

Filed on Feb. 19, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$286,960

Expenses

$381,396

Net Income

-$94,436

Net Assets

$2,363,180

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$139,000	48.4%
Sales of Assets	$147,960	51.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$343,994	90.2%
Compensation of Officers*	$77,000	20.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,363,180
Total Liabilities	$0
Net Assets	$2,363,180

Compensation

Key Employees and Officers	Compensation	Other
Gary Houser (Trustee)	$50,000	$0
James Hayner (Trustee)	$27,000	$0

990-PF

Filed on Feb. 9, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$119,037

Expenses

$344,827

Net Income

-$225,790

Net Assets

$2,459,112

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$119,037	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$300,255	87.1%
Compensation of Officers*	$77,000	22.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,459,112
Total Liabilities	$0
Net Assets	$2,459,112

Compensation

Key Employees and Officers	Compensation	Other
Gary Houser (Trustee)	$50,000	$0
James Hayner (Trustee)	$27,000	$0

990-PF

Filed on Feb. 3, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$175,729

Expenses

$331,582

Net Income

-$155,853

Net Assets

$2,684,901

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$110,388	62.8%
Sales of Assets	$65,330	37.2%
Other Income	$11	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$291,893	88.0%
Compensation of Officers*	$77,000	23.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,684,902
Total Liabilities	$1
Net Assets	$2,684,901

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$149,157

Expenses

$329,618

Net Income

-$180,461

Net Assets

$2,840,756

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$95,801	64.2%
Sales of Assets	$53,356	35.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$291,516	88.4%
Compensation of Officers*	$77,000	23.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,840,756
Total Liabilities	$0
Net Assets	$2,840,756

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Harold And Helen Shepherd Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $474k (2024)

Expenses $498k (2024)

Total Assets $1.96M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$474k (2024)

Expenses

$498k (2024)

Total Assets

$1.96M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001