Civic Intelligence

The Shepherd University Alumni Association Inc

990EZ • Fiscal year 2024 • EIN 55-0632442

Jul 01, 2023 to Jun 30, 2024 • Filed on Dec 27, 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

68th percentile

0.02x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

86th percentile

0.18x

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Net Margin

51st percentile

3.8%

Higher net margin than 51% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Top Officer Pay

79th percentile

$0

Higher top officer pay than 79% of similar nonprofits.

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

2024 filings • 501(c)3 • <$500k nonprofits • Source year 2024

Asset Growth

58th percentile

5.9%

Faster asset growth than 58% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

18th percentile

-31%

Faster revenue growth than 18% of similar nonprofits.

2024 filings • 501(c)3 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets68th percentile

Assets

Up

$413,676

Up $23,138 (+5.9%) from 2023

Net Assets

Up

$406,451

Up $25,808 (+6.8%) from 2023

Liabilities

Down

$7,225

Down $2,670 (-27%) from 2023

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin51st percentile

Revenue

Down

$41,014

Down $18,261 (-31%) from 2023

Expenses

Down

$39,462

Down $9,129 (-19%) from 2023

Net Income

Down

$1,552

Down $9,132 (-85%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth58th 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

2024

Assets$413,676
Liabilities$7,225
Net Assets$406,451
Open 2024 Filing

Operations Trend

Revenue Growth18th 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

2024

Revenue$41,014
Expenses$39,462
Net Income$1,552
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Dec 27, 2024
Return Version
2023v6.0
Gross Receipts
$69,938
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.-$39,462
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KATIE SWAYNEExecutive DiFT$0--
HANNAH BRUMBAUGHPresident-$0--
NICK MUMMERTVice Preside-$0--
ERIN LEESecretary-$0--
DANIEL B SWEENEYTreasurer-$0--
RANDY FRIENDDirector-$0--
TORY ORRDirector-$0--
RACHEL MORENODirector-$0--
LYNDSEY MATSCHATDirector-$0--
TRICIA KATEBINIDirector-$0--
DAWN HATZERDirector-$0--
RICH GOODMANDirector-$0--
BASSELL FRANKSDirector-$0--
CHERYL ELLEMOREDirector-$0--
MARSHALL DEMERITTDirector-$0--
DAVID DECKERDirector-$0--
LORI DAVISDirector-$0--
DAVID DALTONDirector-$0--
KAHLEN BROWNINGDirector-$0--
JUDITH VAN TOL WILSONDirector-$0--
JAMES SCOTT JRDirector-$0--
CHRIS WOOTENDirector-$0--
PATTIE WILMOTHDirector-$0--
NELSON VAZQUEZDirector-$0--
CHARLES VAN METREDirector-$0--
TESSA EDELENDirector-$0--
LONA LOZINSKIDirector-$0--
DEAN BARTLESDirector-$0--
JESSICA COLBERTDirector-$0--
MATT KRADELEmeritus Director-$0--
CINDY VANCEEmeritus Director-$0--
FRANCINE PHILLIPSEmeritus Director-$0--
ROBIN MOSESEmeritus Director-$0--
LYNN LEATHERMANEmeritus Director-$0--
PAUL HILLYARDEmeritus Director-$0--
JIM AUXEREmeritus Director-$0--
ROBERT J FLEENOREmeritus Director-$0--
KENNETH LOWE IIIEmeritus Director-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Golf Tournament$23,560$23,560$72$23,488
Hall of Fame Fu$5,850$5,850$623$5,227
Total Events$29,410$29,410$24,620$4,790
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
2024-12-27
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Travel program 729 reimbursements 706 total 1,435”

Form 990-ez, Part I, Line 16

“Expenses office 1,025 insurance 2,473 university support 19,725 total 23,223”

Form 990-ez, Part I, Line 20

“Unrealized gain on investments 24,256”

Form 990-ez, Part II, Line 24

“Prepaid expenses and deferred charges 2,258 3,108 total 2,258 3,108”

Form 990-ez, Part II, Line 26

“Deferred revenue 9,895 7,225”

Form 990-ez, Part III

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

Raw XML Appendix297 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/OfficerDirectorTrusteeEmplGrp/PersonNm1HANNAH BRUMBAUGH
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ERIN LEE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm13CHERYL ELLEMORE
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm19JUDITH VAN TOL WILSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm20JAMES SCOTT JR
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm37KENNETH LOWE III
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt20DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt21DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt22DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt23DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt24DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt25DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt26DIRECTOR
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IRS990EZ/WebsiteAddressTxt0HTTPS://WWW.SHEPHERD.EDU/SUAA
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt054309
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt037733
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt026194
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt052117
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0193547
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt010284
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt08517
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt07243
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt06808
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt06058
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt038910
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt046744
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.83260
IRS990ScheduleA/PublicSupportPY170Pct00.72880
IRS990ScheduleA/PublicSupportTotal170Amt0193547
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt023194
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt054309
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt037733
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt026194
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt052117
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0193547
IRS990ScheduleA/TotalSupportAmt0232457
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt024620
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0GOLF TOURNAMENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0HALL OF FAME FU
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt06821
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent2Amt01848
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt08669
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt023560
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt05850
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt029410
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt023560
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt05850
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt029410
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt04790
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent1Amt02037
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesEvent2Amt03173
IRS990ScheduleG/FundraisingEventInformationGrp/NonCashPrizesTotalEventsAmt05210
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0695
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt072
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt0623
IRS990ScheduleG/FundraisingEventInformationGrp/RentFacilityCostsEvent1Amt010046
IRS990ScheduleG/FundraisingEventInformationGrp/RentFcltyCostsTotalEventsAmt010046
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRAVEL PROGRAM 729 REIMBURSEMENTS 706 TOTAL 1,435
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES OFFICE 1,025 INSURANCE 2,473 UNIVERSITY SUPPORT 19,725 TOTAL 23,223
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNREALIZED GAIN ON INVESTMENTS 24,256
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PREPAID EXPENSES AND DEFERRED CHARGES 2,258 3,108 TOTAL 2,258 3,108
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DEFERRED REVENUE 9,895 7,225
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TO PROVIDE SUPPORT FOR THE GROWTH AND ADVANCEMENT OF SHEPHERD UNIVERSITY AND ITS ALUMNI, STUDENTS, AND FACULTY.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 24
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART II, LINE 26
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART III
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0KATIE SWAYNE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03048765526
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-12-27
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/ReturnTs02025-01-17T13:19:52-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$413,676
Liabilities
$7,225
Net assets
$406,451
Revenue
$41,014
Expenses
$39,462
Net income
$1,552
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