Civic Intelligence

The Shepherd University Alumni Association Inc

990EZ • Fiscal year 2023 • EIN 55-0632442

Jul 01, 2022 to Jun 30, 2023 • Filed on Jan 12, 2024

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

71st percentile

0.03x

Higher debt load relative to assets than 71% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

86th percentile

0.17x

Higher debt load relative to revenue than 86% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

72nd percentile

18%

Higher net margin than 72% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

54th percentile

2.9%

Faster asset growth than 54% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

73rd percentile

31%

Faster revenue growth than 73% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets71st percentile

Assets

Up

$390,538

Up $10,896 (+2.9%) from 2022

Net Assets

Up

$380,643

Up $13,161 (+3.6%) from 2022

Liabilities

Down

$9,895

Down $2,265 (-19%) from 2022

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin72nd percentile

Revenue

Up

$59,275

Up $14,129 (+31%) from 2022

Expenses

Up

$48,591

Up $15,417 (+46%) from 2022

Net Income

Down

$10,684

Down $1,288 (-11%) from 2022

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

2023

Assets$390,538
Liabilities$9,895
Net Assets$380,643
Open 2023 Filing

Operations Trend

Revenue Growth73rd 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

2023

Revenue$59,275
Expenses$48,591
Net Income$10,684
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Jan 12, 2024
Return Version
2022v5.0
Gross Receipts
$90,388
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.-$41,051
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATIE SWAYNEExecutive DiFT$0--
RANDY FRIENDPresident-$0--
HANNAH BRUMBAUGHVice Preside-$0--
KAHLEN BROWNINGSecretary-$0--
DANIEL SWEENEYTreasurer-$0--
MICHAEL BAILEYDirector-$0--
DAVID DALTONDirector-$0--
LORI DAVISDirector-$0--
DAVID DECKERDirector-$0--
MARSHALL DEMERITTDirector-$0--
CHERYL ELLEMOREDirector-$0--
BASSELL FRANKSDirector-$0--
RICH GOODMANDirector-$0--
DAWN HATZERDirector-$0--
MATT KRADELDirector-$0--
TRICIA KATEBINIDirector-$0--
ERIN LEEDirector-$0--
SHELBY MALYDirector-$0--
LYNDSEY MATSCHATDirector-$0--
RACHEL MORENODirector-$0--
NICK MUMMERTDirector-$0--
TORY ORRDirector-$0--
ANDREW POTTSDirector-$0--
JAMES SCOTT JRDirector-$0--
DANIELLE STEPHENSONDirector-$0--
JUDITH VAN TOL WILSONDirector-$0--
JIM AUXEREmeritus Director-$0--
ROBERT FLEENOREmeritus Director-$0--
PAUL HILLYARDEmeritus Director-$0--
LYNN LEATHERMANEmeritus Director-$0--
KENNETH LOWE IIIEmeritus Director-$0--
ROBIN MOSESEmeritus Director-$0--
FRANCINE PHILLIPSEmeritus Director-$0--
CINDY VANCEEmeritus Director-$0--
CHARLES VAN METREEmeritus Director-$0--
NELSON VAZQUEZEmeritus Director-$0--
CHRIS WOOTENEmeritus Director-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$24,610$11,956$1,940$10,016
Hall of Fame$6,710$3,710$722$2,988
Total Events$31,320$15,666$24,053$-8,387
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
2024-01-12
Discuss with paid preparer
Yes

Preparer

Firm
Smith Elliott Kearns & Company LLC
Address
19405 EMERALD SQUARE STE 1400, HAGERSTOWN, MD 21742
Preparer
Kelly T Smith CPA
Phone
3017335020
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses insurance 2,399 university support 23,226 commencement expense 3,501 total 29,126”

Form 990-ez, Part I, Line 20

“Unrealized gain on investments 2,477”

Form 990-ez, Part II, Line 24

“Prepaid expenses and deferred charges 2,194 2,258 total 2,194 2,258”

Form 990-ez, Part II, Line 26

“Deferred revenue 11,810 9,895 custodial liabilities 350 0”

Form 990-ez, Part III

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

Raw XML Appendix312 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt054309
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt037733
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt026194
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt052117
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt054997
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0225350
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt08517
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt07243
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt06808
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt06058
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0342
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt028968
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0126731
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0150
IRS990ScheduleA/OtherIncome170Grp/TotalAmt0150
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.72880
IRS990ScheduleA/PublicSupportPY170Pct00.64970
IRS990ScheduleA/PublicSupportTotal170Amt0185453
IRS990ScheduleA/SubstantialContributorsTotAmt039897
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt054309
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt037733
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt026194
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt052117
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt054997
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0225350
IRS990ScheduleA/TotalSupportAmt0254468
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt015654
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt012654
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt03000
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt024053
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0HALL OF FAME
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt06612
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt03684
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt010296
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt024610
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt06710
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt031320
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt011956
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt03710
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt015666
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0-8387
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt01550
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt02561
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt04111
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt02662
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt01940
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0722
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt06984
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt06984
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES INSURANCE 2,399 UNIVERSITY SUPPORT 23,226 COMMENCEMENT EXPENSE 3,501 TOTAL 29,126
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNREALIZED GAIN ON INVESTMENTS 2,477
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2PREPAID EXPENSES AND DEFERRED CHARGES 2,194 2,258 TOTAL 2,194 2,258
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DEFERRED REVENUE 11,810 9,895 CUSTODIAL LIABILITIES 350 0
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/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATIE SWAYNE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03048765526
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-12
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/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02024-01-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELLY T SMITH CPA
ReturnHeader/ReturnTs02024-01-26T12:33:11-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KATIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SWAYNE
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$390,538
Liabilities
$9,895
Net assets
$380,643
Revenue
$59,275
Expenses
$48,591
Net income
$10,684
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