Civic Intelligence

The Shepherd University Alumni

EIN 55-0632442 • 501(c)3 • Shepherdstown, WV

Profile

To provide support for the growth and advancement of shepherd university and its alumni, students, and faculty.

PO Box 5000Shepherdstown, WV 25443

www.shepherd.edu/SUAA

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

68th percentile

0.01x

Higher debt load relative to assets than 68% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Liabilities / Revenue

84th percentile

0.13x

Higher debt load relative to revenue than 84% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Net Margin

71st percentile

16%

Higher net margin than 71% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2025

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • <$500k nonprofits • Source year 2025

Asset Growth

64th percentile

6.7%

Faster asset growth than 64% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

58th percentile

4.4%

Faster revenue growth than 58% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$441,233

Up $27,557 (+6.7%) from 2024

Liabilities

Down

$5,705

Down $1,520 (-21%) from 2024

Net Assets

Up

$435,528

Up $29,077 (+7.2%) from 2024

Operations
Liabilities / Revenue84th percentileNet Margin71st percentile

Revenue

Up

$42,828

Up $1,814 (+4.4%) from 2024

Expenses

Down

$35,853

Down $3,609 (-9.1%) from 2024

Net Income

Up

$6,975

Up $5,423 (+349%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2010: $245,717Liabilities 2010: $7,912Net Assets 2010: $237,8052010Assets 2011: $228,791Liabilities 2011: $7,965Net Assets 2011: $220,8262011Assets 2012: $239,612Liabilities 2012: $1,035Net Assets 2012: $238,5772012Assets 2013: $243,788Liabilities 2013: $0Net Assets 2013: $243,7882013Assets 2014: $238,766Liabilities 2014: $0Net Assets 2014: $238,7662014Assets 2015: $263,940Net Assets 2015: $263,9402015Assets 2016: $277,516Net Assets 2016: $277,5162016Assets 2017: $293,770Net Assets 2017: $293,7702017Assets 2018: $283,764Net Assets 2018: $283,7642018Assets 2019: $328,504Liabilities 2019: $13,595Net Assets 2019: $314,9092019Assets 2020: $350,488Liabilities 2020: $4,820Net Assets 2020: $345,6682020Assets 2021: $405,404Liabilities 2021: $13,021Net Assets 2021: $392,3832021Assets 2022: $379,642Liabilities 2022: $12,160Net Assets 2022: $367,4822022Assets 2023: $390,538Liabilities 2023: $9,895Net Assets 2023: $380,6432023Assets 2024: $413,676Liabilities 2024: $7,225Net Assets 2024: $406,4512024Assets 2025: $441,233Liabilities 2025: $5,705Net Assets 2025: $435,5282025

Highlighted filing

2025

Assets$441,233
Liabilities$5,705
Net Assets$435,528
Open 2025 Filing

Operations Trend

Revenue Growth58th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$100K$50K$0-$50KRevenue 2010: $52,752Expenses 2010: $59,205Net Income 2010: -$6,4532010Revenue 2011: $45,181Expenses 2011: $56,548Net Income 2011: -$11,3672011Revenue 2012: $62,263Expenses 2012: $47,969Net Income 2012: $14,2942012Revenue 2013: $50,039Expenses 2013: $38,740Net Income 2013: $11,2992013Revenue 2014: $57,890Expenses 2014: $63,878Net Income 2014: -$5,9882014Revenue 2015: $62,303Expenses 2015: $36,472Net Income 2015: $25,8312015Revenue 2016: $56,581Expenses 2016: $45,862Net Income 2016: $10,7192016Revenue 2017: $55,419Expenses 2017: $36,241Net Income 2017: $19,1782017Revenue 2018: $65,110Expenses 2018: $70,274Net Income 2018: -$5,1642018Revenue 2019: $59,855Expenses 2019: $37,409Net Income 2019: $22,4462019Revenue 2020: $58,570Expenses 2020: $31,916Net Income 2020: $26,6542020Revenue 2021: $30,472Expenses 2021: $37,519Net Income 2021: -$7,0472021Revenue 2022: $45,146Expenses 2022: $33,174Net Income 2022: $11,9722022Revenue 2023: $59,275Expenses 2023: $48,591Net Income 2023: $10,6842023Revenue 2024: $41,014Expenses 2024: $39,462Net Income 2024: $1,5522024Revenue 2025: $42,828Expenses 2025: $35,853Net Income 2025: $6,9752025

Highlighted filing

2025

Revenue$42,828
Expenses$35,853
Net Income$6,975
Open 2025 Filing

Filings

Most recent year

2025 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$441,233
Liabilities
$5,705
Net assets
$435,528
Revenue
$42,828
Expenses
$35,853
Net income
$6,975
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.41$0.06$4.36$0.43$0.36$0.07
2024Detailed filing. Detailed filing data is available for this year.$4.14$0.07$4.06$0.41$0.39$0.02
2023Detailed filing. Detailed filing data is available for this year.$3.91$0.10$3.81$0.59$0.49$0.11
2022Detailed filing. Detailed filing data is available for this year.$3.80$0.12$3.67$0.45$0.33$0.12
2021Detailed filing. Detailed filing data is available for this year.$4.05$0.13$3.92$0.30$0.38$0.07
2020Detailed filing. Detailed filing data is available for this year.$3.50$0.05$3.46$0.59$0.32$0.27
2019Detailed filing. Detailed filing data is available for this year.$3.29$0.14$3.15$0.60$0.37$0.22
2018Detailed filing. Detailed filing data is available for this year.$2.84$2.84$0.65$0.70$0.05
2017Detailed filing. Detailed filing data is available for this year.$2.94$2.94$0.55$0.36$0.19
2016Detailed filing. Detailed filing data is available for this year.$2.78$2.78$0.57$0.46$0.11
2015Detailed filing. Detailed filing data is available for this year.$2.64$2.64$0.62$0.36$0.26
2014Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.58$0.64$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.44$0.00$2.44$0.50$0.39$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.40$0.01$2.39$0.62$0.48$0.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.29$0.08$2.21$0.45$0.57$0.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.46$0.08$2.38$0.53$0.59$0.06
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Jan 28, 2026
Return Version
2024v5.0
Gross Receipts
$73,585
Mission and Program Overview

Mission

To provide support for the growth and advancement of shepherd university and its alumni, students, and faculty.

Program Services

DescriptionGrantsExpenses
TO PROVIDE SUPPORT AND ENCOURAGEMENT FOR THE CONTINUED GROWTH AND ADVANCEMENT OF SHEPHERD UNIVERSITY, ITS ALUMNI, STUDENTS, AND FACULTY.-$35,853
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATIE SWAYNEExecutive DiFT$0--
RANDY FRIENDPresident-$0--
NICK MUMMERTVice Preside-$0--
ERIN LEESecretary-$0--
DANIEL B SWEENEYTreasurer-$0--
HANNAH BRUMBAUGHDirector-$0--
TORY ORRDirector-$0--
LYNDSEY MATSCHATDirector-$0--
TRICIA KATEBINIDirector-$0--
DAWN HATZERDirector-$0--
RICH GOODMANDirector-$0--
BASSELL FRANKSDirector-$0--
CHERYL ELLMOREDirector-$0--
MARSHALL DEMERITTDirector-$0--
LORI DAVIS SMITHDirector-$0--
DAVID DALTONDirector-$0--
KAHLEN BROWNINGDirector-$0--
JUDITH VAN TOL WILSONDirector-$0--
JESSICA COLBERTDirector-$0--
DEAN BARTLESDirector-$0--
TESSA EDELENDirector-$0--
TOM JONESDirector-$0--
PATTIE WILMOTHDirector-$0--
SAMANTHA SLATERDirector-$0--
LONA LOZINSKIDirector-$0--
JIM AUXEREmeritus Director-$0--
CHRIS WOOTENEmeritus Director-$0--
NELSON VAZQUEZEmeritus Director-$0--
CHARLES VAN METREEmeritus Director-$0--
CINDY VANCEEmeritus Director-$0--
FRANCINE PHILLIPSEmeritus Director-$0--
ROBIN MOSESEmeritus Director-$0--
KENNETH LOWE IIIEmeritus Director-$0--
LYNN LEATHERMANEmeritus Director-$0--
PAUL HILLYARDEmeritus Director-$0--
ROBERT FLEENOREmeritus Director-$0--
MATT KRADELEmeritus Director-$0--
RACHEL MORENOEmeritus Director-$0--
DAVID DECKEREmeritus Director-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$25,650$25,650$1,873$23,777
Hall of Fame Fu$5,257$5,257$690$4,567
Total Events$30,907$30,907$26,838$4,069
Filing and Contact Details

Filer

Filer Name
The Shepherd University Alumni
EIN
55-0632442
Phone
3048765526
Address
PO BOX 5000, SHEPHERDSTOWN, WV 25443

Signing Officer

Name
Katie Swayne
Title
Executive Director
Phone
3048765526
Signed
2026-01-28
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses office 1,734 insurance 2,562 university support 21,227 total 25,523”

Form 990-ez, Part I, Line 20

“Unrealized gain on investments 22,102”

Form 990-ez, Part II, Line 24

“Prepaid expenses and deferred charges 3,108 2,327 total 3,108 2,327”

Form 990-ez, Part II, Line 26

“Accounts payable and accrued expenses 0 940 deferred revenue 7,225 4,765”

Form 990-ez, Part III

“To provide support for the growth and advancement of shepherd university and its alumni, students, and faculty.”

Raw XML Appendix305 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0KATIE SWAYNE
IRS990EZ/BooksInCareOfDetail/PhoneNum03048765526
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 5000
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SHEPHERDSTOWN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WV
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd025443
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0410568
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0438906
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt025335
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06975
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02180
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0413676
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0441233
IRS990EZ/FundraisingGrossIncomeAmt035552
IRS990EZ/GrossReceiptsAmt073585
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt012698
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0406451
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0435528
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0406451
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0435528
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt121.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt131.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt141.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt151.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt161.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt171.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt181.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt191.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt201.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt211.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt221.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt231.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt241.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt251.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt261.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt271.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt281.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt291.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt301.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt311.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt321.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt331.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt341.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt351.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt361.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt371.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt381.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt100
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt120
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt130
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt140
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt150
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt160
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt170
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt180
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt190
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt200
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt210
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt220
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt230
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt240
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt250
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt260
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt270
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt280
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt290
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt300
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt310
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt320
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt330
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt340
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt350
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt360
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt370
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt380
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KATIE SWAYNE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1RANDY FRIEND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2NICK MUMMERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ERIN LEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DANIEL B SWEENEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5HANNAH BRUMBAUGH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6TORY ORR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7LYNDSEY MATSCHAT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8TRICIA KATEBINI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9DAWN HATZER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10RICH GOODMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11BASSELL FRANKS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm12CHERYL ELLMORE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13MARSHALL DEMERITT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm14LORI DAVIS SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm15DAVID DALTON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm16KAHLEN BROWNING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm17JUDITH VAN TOL WILSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm18JESSICA COLBERT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm19DEAN BARTLES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm20TESSA EDELEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm21TOM JONES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm22PATTIE WILMOTH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm23SAMANTHA SLATER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm24LONA LOZINSKI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm25JIM AUXER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm26CHRIS WOOTEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm27NELSON VAZQUEZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm28CHARLES VAN METRE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm29CINDY VANCE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm30FRANCINE PHILLIPS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm31ROBIN MOSES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm32KENNETH LOWE III
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm33LYNN LEATHERMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm34PAUL HILLYARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm35ROBERT FLEENOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm36MATT KRADEL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm37RACHEL MORENO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm38DAVID DECKER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0EXECUTIVE DI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt12DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt13DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt14DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt15DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt16DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt17DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt18DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt19DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt20DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt21DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt23DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt24DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt25EMERITUS DIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt26EMERITUS DIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt27EMERITUS DIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt28EMERITUS DIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt29EMERITUS DIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt30EMERITUS DIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt31EMERITUS DIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt32EMERITUS DIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt33EMERITUS DIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt34EMERITUS DIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt35EMERITUS DIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt36EMERITUS DIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt37EMERITUS DIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt38EMERITUS DIR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt03108
IRS990EZ/OtherAssetsTotalDetail/EOYAmt02327
IRS990EZ/OtherChangesInNetAssetsAmt022102
IRS990EZ/OtherExpensesTotalAmt025523
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SUPPORT FOR THE GROWTH AND ADVANCEMENT OF SHEPHERD UNIVERSITY AND ITS ALUMNI, STUDENTS, AND FACULTY.
IRS990EZ/PrintingPublicationsPostageAmt08150
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0TO PROVIDE SUPPORT AND ENCOURAGEMENT FOR THE CONTINUED GROWTH AND ADVANCEMENT OF SHEPHERD UNIVERSITY, ITS ALUMNI, STUDENTS, AND FACULTY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt035853
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt030757
IRS990EZ/SpecialEventsNetIncomeLossAmt04795
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt07225
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt05705
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt035853
IRS990EZ/TotalProgramServiceExpensesAmt035853
IRS990EZ/TotalRevenueAmt042828
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0HTTPS://WWW.SHEPHERD.EDU/SUAA
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt025335
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt023194
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt054309
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt037733
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt026194
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0166765
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt012698
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt010284
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt08517
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt07243
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt06808
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt045550
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt094994
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.78550
IRS990ScheduleA/PublicSupportPY170Pct00.83260
IRS990ScheduleA/PublicSupportTotal170Amt0166765
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt025335
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt023194
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt054309
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt037733
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt026194
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0166765
IRS990ScheduleA/TotalSupportAmt0212315
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt026838
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0HALL OF FAME FU
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt06999
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt01764
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt08763
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt025650
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05257
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt030907
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt025650
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05257
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt030907
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt04069
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt01961
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt02803
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt04764
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02563
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01873
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0690
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt010748
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt010748
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES OFFICE 1,734 INSURANCE 2,562 UNIVERSITY SUPPORT 21,227 TOTAL 25,523
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED GAIN ON INVESTMENTS 22,102
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PREPAID EXPENSES AND DEFERRED CHARGES 3,108 2,327 TOTAL 3,108 2,327
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACCOUNTS PAYABLE AND ACCRUED EXPENSES 0 940 DEFERRED REVENUE 7,225 4,765
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TO PROVIDE SUPPORT FOR THE GROWTH AND ADVANCEMENT OF SHEPHERD UNIVERSITY AND ITS ALUMNI, STUDENTS, AND FACULTY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KATIE SWAYNE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03048765526
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE SHEPHERD UNIVERSITY ALUMNI
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0SHEP
ReturnHeader/Filer/EIN0550632442
ReturnHeader/Filer/PhoneNum03048765526
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 5000
ReturnHeader/Filer/USAddress/CityNm0SHEPHERDSTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WV
ReturnHeader/Filer/USAddress/ZIPCd025443
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/ReturnTs02026-01-29T09:49:30-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.