Civic Intelligence

The Shepherd University Alumni Association Inc

990EZ • Fiscal year 2020 • EIN 55-0632442

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 06, 2020

Organization ProfileWWW.SHEPHERD.EDU/SUAA
PO Box 5000Shepherdstown, WV 25443

(304) 876-5526

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

63rd percentile

0.01x

Higher debt load relative to assets than 63% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

75th percentile

0.08x

Higher debt load relative to revenue than 75% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

87th percentile

46%

Higher net margin than 87% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

54th percentile

6.7%

Faster asset growth than 54% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

62nd percentile

-2.1%

Faster revenue growth than 62% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$350,488

Up $21,984 (+6.7%) from 2019

Net Assets

Up

$345,668

Up $30,759 (+9.8%) from 2019

Liabilities

Down

$4,820

Down $8,775 (-65%) from 2019

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin87th percentile

Revenue

Down

$58,570

Down $1,285 (-2.1%) from 2019

Expenses

Down

$31,916

Down $5,493 (-15%) from 2019

Net Income

Up

$26,654

Up $4,208 (+19%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2020

Assets$350,488
Liabilities$4,820
Net Assets$345,668
Open 2020 Filing

Operations Trend

Revenue Growth62nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$58,570
Expenses$31,916
Net Income$26,654
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 6, 2020
Return Version
2019v5.0
Gross Receipts
$90,050
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, IT'S ALUMNI, STUDENTS AND FACULTY.-$24,847
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JIM AUXERPresident-$0--
MATT KRADELTreasurer-$0--
FRANCINE PHILLIPSSecretary-$0--
RACHEL MORENODirector-$0--
SANDY SPONAUGLEDirector-$0--
LYNN CARRDirector-$0--
DAVID DECKERDirector-$0--
ROBIN MOSESDirector-$0--
CYNTHIA VANCEDirector-$0--
BASSELL FRANKSDirector-$0--
JAMES SCOTT JRDirector-$0--
JENNIFER FLORADirector-$0--
LYNDSEY MATSCHATDirector-$0--
ANDREW POTTSDirector-$0--
BEVERLY BENNETTDirector-$0--
DANIEL SWEENEYDirector-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$25,510$21,110$1,893$19,217
Hall of Fame$6,831$6,831$830$6,001
Total Events$32,341$27,941$26,695$1,246
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 Gordon
Title
Alumni Affairs Director
Phone
3048765526
Signed
2020-11-06

Preparer

Firm
Smith Elliott Kearns & Company LLC
Address
19405 EMERALD SQUARE STE 1400, HAGERSTOWN, MD 21742
Preparer
William F Fritts Ii CPA
Phone
3017335020
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses insurance 3,074 university support 14,431 promotions 609 commencement expense 952 total 19,066”

Form 990-ez, Part I, Line 20

“Unrealized gain on investments 4,105”

Form 990-ez, Part II, Line 24

“Prepaid expenses and deferred charges 3,395 3,225 prepaid expenses 0 0 total 3,395 3,225”

Form 990-ez, Part II, Line 26

“Deferred revenue 13,595 4,820”

Form 990-ez, Part III

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

Raw XML Appendix242 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.

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IRS990EZ/WebsiteAddressTxt0HTTPS://WWW.SHEPHERD.EDU/SUAA
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER GENERAL OPERATING 28,619
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1SCHEDULE A PART II WAS INCORRECTLY STATED IN PRIOR YEARS. CONTRIBUTION INCOME FOR THE FOUR PRECEDING YEARS OF 20,746, 19,916, 14,937, AND 12,448 WAS IMPROPERLY INCLUDED IN INVESTMENT INCOME IN SECTION B, LINE 8. GROSS RECEIPTS FROM RELATED ACTIVITIES FOR 2018 OF 32,362 WAS IMPROPERLY INCLUDED AS OTHER INCOME IN SECTION B, LINE 10. CORRECTIONS WERE MADE IN THE CURRENT YEAR AND THE FOUR PRECEDING YEARS WERE RESTATED TO SHOW THE CORRECT CLASSIFICATIONS. ADDITIONALLY, CONTRIBUTIONS THAT WERE PREVIOUSLY REPORTED AS INVESTMENT INCOME BUT OVER THE 2% THRESHOLD FOR A SINGLE DONOR ARE INCLUDED ON LINE 5 OF SECTION A AS EXCESS CONTRIBUTIONS. THE PUBLIC SUPPORT PERCENTAGE REMAINED COMPARABLE WITH THE PRIOR YEARS DUE TO SIMILAR AMOUNTS BEING EXCLUDED FROM THE SUPPORT CALCULATION, DESPITE THE INCORRECT CLASSIFICATIONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1SUPPLEMENTAL INFORMATION
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 3,074 UNIVERSITY SUPPORT 14,431 PROMOTIONS 609 COMMENCEMENT EXPENSE 952 TOTAL 19,066
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED GAIN ON INVESTMENTS 4,105
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PREPAID EXPENSES AND DEFERRED CHARGES 3,395 3,225 PREPAID EXPENSES 0 0 TOTAL 3,395 3,225
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DEFERRED REVENUE 13,595 4,820
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
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT. THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KATIE GORDON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ALUMNI AFFAIRS DIR.
ReturnHeader/BusinessOfficerGrp/PhoneNum03048765526
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-06
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/FilingSecurityInformation/AtSubmissionCreationDeviceId054CE39A8F4388C282B177952DEC6E89580887744
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A1256F28AC541F1F42F0153D8E21636B57E48B29
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt065.144.154.59
ReturnHeader/FilingSecurityInformation/IPDt02020-11-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm009:53:07
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0520783935
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMITH ELLIOTT KEARNS & COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt019405 EMERALD SQUARE STE 1400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HAGERSTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021742
ReturnHeader/PreparerPersonGrp/PhoneNum03017335020
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM F FRITTS II CPA
ReturnHeader/ReturnTs02020-11-09T09:53:07-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$350,488
Liabilities
$4,820
Net assets
$345,668
Revenue
$58,570
Expenses
$31,916
Net income
$26,654
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