Civic Intelligence

Shepherd University Foundation Inc.

990 • Fiscal year 2014 • EIN 55-6020064

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 10, 2014

Organization ProfileWWW.SHEPHERD.EDU/FNDTNWEB

View Organization Page

PO Box 500025443

(304) 876-5391

Siviq Scores

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

Liabilities / Assets

28th percentile

0.09x

Higher debt load relative to assets than 28% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

61st percentile

0.48x

Higher debt load relative to revenue than 61% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Net Margin

95th percentile

64%

Higher net margin than 95% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

17th percentile

$130,549

Higher top officer pay than 17% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Asset Growth

84th percentile

17%

Faster asset growth than 84% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Flat

$30,736,312

Flat from 2014

Net Assets

Flat

$28,113,853

Flat from 2014

Liabilities

Flat

$2,622,459

Flat from 2014

Revenue And Expenses
Liabilities / Revenue61st percentileNet Margin95th percentile

Revenue

Flat

$5,447,315

Flat from 2014

Expenses

Flat

$1,968,072

Flat from 2014

Net Income

Flat

$3,479,243

Flat from 2014

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

$60M$40M$20M$0Assets 2010: $24,784,064Liabilities 2010: $3,537,687Net Assets 2010: $21,246,3772010Assets 2011: $26,459,928Liabilities 2011: $3,527,362Net Assets 2011: $22,932,5662011Assets 2012: $25,384,270Liabilities 2012: $3,341,119Net Assets 2012: $22,043,1512012Assets 2013: $26,201,049Liabilities 2013: $2,947,133Net Assets 2013: $23,253,9162013Assets 2014: $30,736,312Liabilities 2014: $2,622,459Net Assets 2014: $28,113,8532014Assets 2014: $30,736,312Liabilities 2014: $2,622,459Net Assets 2014: $28,113,8532014Assets 2015: $28,881,942Liabilities 2015: $2,174,966Net Assets 2015: $26,706,9762015Assets 2016: $27,337,803Liabilities 2016: $1,753,181Net Assets 2016: $25,584,6222016Assets 2017: $30,083,307Liabilities 2017: $1,288,439Net Assets 2017: $28,794,8682017Assets 2018: $30,613,930Liabilities 2018: $970,832Net Assets 2018: $29,643,0982018Assets 2019: $31,480,609Liabilities 2019: $884,777Net Assets 2019: $30,595,8322019Assets 2020: $32,555,263Liabilities 2020: $1,048,820Net Assets 2020: $31,506,4432020Assets 2021: $40,312,036Liabilities 2021: $1,246,685Net Assets 2021: $39,065,3512021Assets 2022: $36,211,131Liabilities 2022: $1,396,296Net Assets 2022: $34,814,8352022Assets 2023: $39,537,614Liabilities 2023: $1,470,838Net Assets 2023: $38,066,7762023Assets 2024: $44,009,478Liabilities 2024: $1,332,619Net Assets 2024: $42,676,8592024

Highlighted filing

2014

Assets$30,736,312
Liabilities$2,622,459
Net Assets$28,113,853
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $1,677,1642010Expenses 2011: $3,019,7362011Expenses 2012: $3,155,7102012Expenses 2013: $1,934,0912013Revenue 2014: $5,447,315Expenses 2014: $1,968,072Net Income 2014: $3,479,2432014Revenue 2014: $5,447,315Expenses 2014: $1,968,072Net Income 2014: $3,479,2432014Revenue 2015: $2,668,138Expenses 2015: $2,184,656Net Income 2015: $483,4822015Revenue 2016: $1,346,092Expenses 2016: $2,226,318Net Income 2016: -$880,2262016Revenue 2017: $3,933,518Expenses 2017: $2,487,439Net Income 2017: $1,446,0792017Revenue 2018: $3,280,532Expenses 2018: $3,078,195Net Income 2018: $202,3372018Revenue 2019: $3,458,179Expenses 2019: $3,170,176Net Income 2019: $288,0032019Revenue 2020: $5,247,639Expenses 2020: $3,461,118Net Income 2020: $1,786,5212020Revenue 2021: $4,261,806Expenses 2021: $2,639,497Net Income 2021: $1,622,3092021Revenue 2022: $4,902,607Expenses 2022: $3,085,297Net Income 2022: $1,817,3102022Revenue 2023: $3,474,733Expenses 2023: $2,710,503Net Income 2023: $764,2302023Revenue 2024: $3,687,508Expenses 2024: $2,716,790Net Income 2024: $970,7182024

Highlighted filing

2014

Revenue$5,447,315
Expenses$1,968,072
Net Income$3,479,243
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 10, 2014
Return Version
2013v3.1
Gross Receipts
$11,787,072
Mission and Program Overview

Mission

Provide scholarships and awards for students attending shepherd university, shepherdstown, wv and provide assistance and support for faculty, facilities and programs of the university.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$22,640,539$24,403,892▲ $1,763,353
Pledges and Grants Receivable$189,563$3,324,650▲ $3,135,087
Savings and Temporary Cash Investments$2,812,378$2,505,383▼ $306,995
Investments Other Securities$287,234$302,653▲ $15,419
Land, Buildings, and Equipment, Net$224,915$131,745▼ $93,170
Accounts Receivable-$32,843-
Prepaid Expenses and Deferred Charges$3,319$1,582▼ $1,737
Total Assets$26,201,049$30,736,312▲ $4,535,263
Other Assets Total$43,101$33,564▼ $9,537
Liabilities
Escrow Account Liability$2,772,324$2,444,417▼ $327,907
Other Liabilities$168,279$168,986▲ $707
Accounts Payable and Accrued Expenses$6,530$9,056▲ $2,526
Total Liabilities$2,947,133$2,622,459▼ $324,674
Net Assets / Fund Balance
Permanently Rstr Net Assets$23,268,017$24,137,252▲ $869,235
Temporarily Rstr Net Assets$3,001,964$6,364,814▲ $3,362,850
Unrestricted Net Assets$-3,016,065$-2,388,213▲ $627,852
Total Net Assets Fund Balance$23,253,916$28,113,853▲ $4,859,937
Total Liabilities and Net Assets / Fund Balance$26,201,049$30,736,312▲ $4,535,263

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$6,971$19,874$26,845
Buildings$84,774$75,428-
Land$40,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$23,268,017$849,076▲ $20,159-$24,137,252
2012$22,071,980$1,180,821▲ $15,216-$23,268,017
2011$20,578,440$1,488,412▲ $18,174$13,046$22,071,980
2010$20,073,694$493,810▲ $18,357$7,421$20,578,440
2009$18,414,728$1,642,449▲ $18,400$1,883$20,073,694
Compensation and Service Providers
Top Officer Pay17th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Monica W LingenfelterExecutive ViFT$122,080$8,469$130,549
Cathy NevyComptrollerFT$70,334$1,608$71,942

Board Members and Trustees

NameTitle
Michael a SmithPresident
Andrew D MichaelDirector
Cinda L ScalesDirector
David B WingDirector
David T NewlinDirector
Dr Heidi M HanrahanDirector
Elizabeth S LoweDirector
Gina M MillerDirector
J David RickardDirector
Jerry P KerrDirector
Jerry W WilliamsDirector
John F BeattyDirector
John T ReynoldsDirector
Kenneth E HarbaughDirector
Kenneth J BooneDirector
Larry a StriteDirector
Mary Elizabeth OatesDirector
Melinda MerkDirector
Stephen G SkinnerDirector
Susan Mentzer-blairDirector
Timothy McsheaDirector
Tony W PriceDirector
William E KnodeDirector
Christopher S ColbertDirector-at-
Diane E MelbyDirector-at-
Karl L WolfDirector-at-
Suzanne ShipleyDirector-at-
Wanda G SmithDirector-at-
Allenl LueckSecretary
Julia M ConnellTreasurer
Ramon a AlvarezVice-preside
Revenue and Support

Revenue Composition

Contributions and Grants
$4,894,536
Program Service Revenue
$0
Investment Income
$527,706
Other Revenue
$25,073
All Other Contributions
$4,894,536
Change in Net Assets
$3,479,243

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded1$23,268Fair Market Value (FMV) - Nyse
Real Estate Residential1$15,420Fair Market Value (FMV)
Other Non Cash Contri Table1$8,125Estimated Fair Market Value (FMV)
Other Non Cash Contri Table1$1,310Estimated Fair Market Value (FMV)
Books and Publications-$1,198Estimated Fair Market Value (FMV)
Other Non Cash Contri Table1$523Estimated Fair Market Value (FMV)
Other Non Cash Contri Table1$220Estimated Fair Market Value (FMV)
Total Noncash Contributions6$50,064-

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,447,315
Revenue Not Reported on Form 990
$1,434,338
Total Revenue per Audited Statements
$6,881,653
Total Revenue per Form 990
$5,447,315
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,315,523
Salaries, Compensation, and Employee Benefits$364,169
Other Expenses$288,380
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$1,230,237--$1,230,237
Current Officers, Directors, Trustees, and Key Employees-$202,491-$202,491
Fees for Service Investment Mgmnt Fees-$158,993-$158,993
Other Salaries and Wages-$119,723-$119,723
Grants to Domestic Orgs$85,286--$85,286
Office Expenses-$51,553-$51,553
Payroll Taxes-$23,471-$23,471
Fees for Services Accounting-$21,530-$21,530
Other Employee Benefits-$16,584-$16,584
Conferences and Meetings-$16,289-$16,289
Fees for Services Legal-$8,239-$8,239
Insurance-$5,571-$5,571
Pension Plan Contributions-$1,900-$1,900
Advertising-$1,570-$1,570
Information Technology-$1,225-$1,225
Depreciation Depletion-$1,165-$1,165
All Other Expenses-$946-$946
Other Expenses-$936-$936
Total Functional Expenses$1,315,523$652,549$0$1,968,072

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,990,437
Expenses per Audited Statements$1,968,072
Total Expenses per Form 990$1,968,072
Expenses Not Reported on Form 990$22,365
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
55-6000799--General Expenses$85,286
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$48,620
Fundraising Direct Expenses$23,547
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$48,585$48,585$1,830$46,755
Total Events$48,585$48,585$19,038$29,547
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Gift Annuities Payable$168,986
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The form 990 is reviewed and signed by the executive vice president. The form 990 is distributed electronically to the executive and audit committees for review before return is filed. The public disclosure copy is kept on file in the shepherd university foundation offices.”

Form 990, Page 6, Part VI, Line 12C

“Prior to board or committee action on a contract or transaction involving a conflict of interest, a director or committee member having a conflict of interest and who is in attendance at the meeting shall disclose all facts material to the conflict of interest. Such disclosure shall be reflected in the minutes of the meeting. A director or committee member who plans not to attend a meeting at which he or she has reason to believe that the board or committee will act on a matter in which the person has a conflict of interest shall disclose to the chair of the meeting all facts material to the conflict of interest. The chair shall report the disclosure at the meeting and the disclosure shall be reflected in the minutes of the meeting. A person who has a conflict of interest shall not participate in or be permitted to hear the board's or committee's discussion of the matter except to disclose material facts and to respond to questions. Such person shall not attempt to exert his or her personal influence with respect to the matter, either at or outside the meeting.”

Form 990, Page 6, Part VI, Line 15A

“The executive vice president's compensation is reviewed by the executive board on an annual basis.”

Form 990, Page 6, Part VI, Line 18

“The organization makes the forms available for public inspection upon request. The organization's form 990 is also posted on the guidestar.org website which contains numerous other form 990 non-profit tax returns and is available for anyone in the public to view.”

Form 990, Page 6, Part VI, Line 19

“The organization makes the documents available to the public upon request.”

Filing and Contact Details

Filer

EIN
55-6020064
Phone
3048765391

Signing Officer

Name
Monica W Lingenfelter
Title
Executive Vice President
Phone
3048765391
Signed
2014-11-10

Organization Details

Principal Officer
Monica W Lingenfelter
Formed
1961
Legal Domicile
Wv
Voting Board Members
27
Independent Board Members
27
Employees
5
Volunteers
92

Preparer

Preparer
William F Fritts Ii CPA
Phone
3017335020
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Transfer to unrelated foundation 31,279”

Financial Statement Notes

Schedule D, Page 2, Part IV, Line 2B

“Custodial accounts representing funds held by the foundation on behalf of shepherd university and/or departments of the university are reported as custodial liabilities. The foundation is responsible for the management and administration of these funds.”

Schedule D, Page 2, Part V, Line 4

“The foundation's endowments consists of individual funds established to provide investment income for the foundation's operations.”

Schedule D, Page 3, Part X

“The internal revenue service has determined that the foundation is an organization described in section 501(c)(3) of the internal revenue code and is therefore exempt from federal income tax. The foundation follows the fasb accounting standards codification, which provides guidance on accounting for uncertainty in income taxes recognized in an enterprise's financial statements. As of june 30, 2014 and june 30, 2013, the foundation had no uncertain tax positions that qualify for either recognition or disclosure in the financial statements. Generally, the tax years before 2011 are no longer subject to examination by federal, state, or local taxing authorities.”

Raw XML AppendixShowing 400 of 704 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt06530
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt09056
IRS990/AccountsReceivableGrp/EOYAmt032843
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROVIDE SCHOLARSHIPS AND AWARDS FOR STUDENTS ATTENDING SHEPHERD UNIVERSITY, SHEPHERDSTOWN, WV AND PROVIDE ASSISTANCE AND SUPPORT FOR FACULTY, FACILITIES AND PROGRAMS OF THE UNIVERSITY.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt01570
IRS990/AdvertisingGrp/TotalAmt01570
IRS990/AllOtherContributionsAmt04894536
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0946
IRS990/AllOtherExpensesGrp/TotalAmt0946
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10MONICA W LINGENFELTER
IRS990/BooksInCareOfDetail/PhoneNum03048765397
IRS990/BooksInCareOfDetail/USAddress/AddressLine10SHEPHERD UNIVERSITY
IRS990/BooksInCareOfDetail/USAddress/City0SHEPHERDSTOWN
IRS990/BooksInCareOfDetail/USAddress/State0WV
IRS990/BooksInCareOfDetail/USAddress/ZIPCode025443
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0202491
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0202491
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt016289
IRS990/ConferencesMeetingsGrp/TotalAmt016289
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0true
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt04894536
IRS990/CYGrantsAndSimilarPaidAmt01315523
IRS990/CYInvestmentIncomeAmt0527706
IRS990/CYOtherExpensesAmt0288380
IRS990/CYOtherRevenueAmt025073
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt03479243
IRS990/CYSalariesCompEmpBnftPaidAmt0364169
IRS990/CYTotalExpensesAmt01968072
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt05447315
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0true
IRS990/DeductibleNonCashContriInd0true
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt01165
IRS990/DepreciationDepletionGrp/TotalAmt01165
IRS990/Desc0SCHOLARSHIPS & AWARDS - SHEPHERD UNIVERSITY STUDENTS
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt05
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt02772324
IRS990/EscrowAccountLiabilityGrp/EOYAmt02444417
IRS990/ExpenseAmt01230237
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt021530
IRS990/FeesForServicesAccountingGrp/TotalAmt021530
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt08239
IRS990/FeesForServicesLegalGrp/TotalAmt08239
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0158993
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0158993
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt131.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt141.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt151.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt161.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt171.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt181.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt191.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt201.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt211.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt221.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt231.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt241.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt251.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt261.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt271.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt281.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt291.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt301.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt3240.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd18X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd19X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd20X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd21X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd22X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd23X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd24X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd25X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd26X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd27X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd28X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd29X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd30X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OfficerInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt190
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt200
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt210
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt220
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt230
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt240
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt250
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt260
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt270
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt280
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt290
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt300
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt318469
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt321608
IRS990/Form990PartVIISectionAGrp/PersonNm0MICHAEL A SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm1RAMON A ALVAREZ
IRS990/Form990PartVIISectionAGrp/PersonNm2ALLENL LUECK
IRS990/Form990PartVIISectionAGrp/PersonNm3JULIA M CONNELL
IRS990/Form990PartVIISectionAGrp/PersonNm4ELIZABETH S LOWE
IRS990/Form990PartVIISectionAGrp/PersonNm5DAVID B WING
IRS990/Form990PartVIISectionAGrp/PersonNm6WILLIAM E KNODE
IRS990/Form990PartVIISectionAGrp/PersonNm7DAVID T NEWLIN
IRS990/Form990PartVIISectionAGrp/PersonNm8CINDA L SCALES
IRS990/Form990PartVIISectionAGrp/PersonNm9ANDREW D MICHAEL
IRS990/Form990PartVIISectionAGrp/PersonNm10KENNETH J BOONE
IRS990/Form990PartVIISectionAGrp/PersonNm11SUSAN MENTZER-BLAIR
IRS990/Form990PartVIISectionAGrp/PersonNm12KENNETH E HARBAUGH
IRS990/Form990PartVIISectionAGrp/PersonNm13SUZANNE SHIPLEY
IRS990/Form990PartVIISectionAGrp/PersonNm14LARRY A STRITE
IRS990/Form990PartVIISectionAGrp/PersonNm15KARL L WOLF
IRS990/Form990PartVIISectionAGrp/PersonNm16JERRY W WILLIAMS
IRS990/Form990PartVIISectionAGrp/PersonNm17JOHN F BEATTY
IRS990/Form990PartVIISectionAGrp/PersonNm18TONY W PRICE
IRS990/Form990PartVIISectionAGrp/PersonNm19JOHN T REYNOLDS
IRS990/Form990PartVIISectionAGrp/PersonNm20JERRY P KERR
IRS990/Form990PartVIISectionAGrp/PersonNm21STEPHEN G SKINNER
IRS990/Form990PartVIISectionAGrp/PersonNm22DIANE E MELBY
IRS990/Form990PartVIISectionAGrp/PersonNm23TIMOTHY MCSHEA
IRS990/Form990PartVIISectionAGrp/PersonNm24CHRISTOPHER S COLBERT
IRS990/Form990PartVIISectionAGrp/PersonNm25J DAVID RICKARD
IRS990/Form990PartVIISectionAGrp/PersonNm26MARY ELIZABETH OATES
IRS990/Form990PartVIISectionAGrp/PersonNm27GINA M MILLER
IRS990/Form990PartVIISectionAGrp/PersonNm28MELINDA MERK
IRS990/Form990PartVIISectionAGrp/PersonNm29DR HEIDI M HANRAHAN
IRS990/Form990PartVIISectionAGrp/PersonNm30WANDA G SMITH
IRS990/Form990PartVIISectionAGrp/PersonNm31MONICA W LINGENFELTER
IRS990/Form990PartVIISectionAGrp/PersonNm32CATHY NEVY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt31122080
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt3270334
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt250
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt260
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt270
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt310
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt320
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE-PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt2SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR-AT-
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR-AT-
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR-AT-
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR-AT-
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt26DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt27DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt28DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt29DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt30DIRECTOR-AT-
IRS990/Form990PartVIISectionAGrp/TitleTxt31EXECUTIVE VI
IRS990/Form990PartVIISectionAGrp/TitleTxt32COMPTROLLER
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01961
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt023547
IRS990/FundraisingGrossIncomeAmt048620
IRS990/GainOrLossGrp/OtherAmt0-64843
IRS990/GainOrLossGrp/SecuritiesAmt091053
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt027
IRS990/GrantAmt01230237
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt01230237
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt01230237
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt085286
IRS990/GrantsToDomesticOrgsGrp/TotalAmt085286
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt028157
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt06314263
IRS990/GrossReceiptsAmt011787072
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0true
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt027
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt01225
IRS990/InformationTechnologyGrp/TotalAmt01225
IRS990/InsuranceGrp/ManagementAndGeneralAmt05571
IRS990/InsuranceGrp/TotalAmt05571
IRS990/InvestmentIncomeGrp/ExclusionAmt0501496
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0501496
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0287234
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0302653
IRS990/InvestmentsPubTradedSecGrp/BOYAmt022640539
IRS990/InvestmentsPubTradedSecGrp/EOYAmt024403892
IRS990/IRPDocumentCnt010
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt095302
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0224915
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0131745
IRS990/LandBldgEquipCostOrOtherBssAmt0227047
IRS990/LegalDomicileStateCd0WV
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt093000
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt06223210
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROVIDE SCHOLARSHIPS AND AWARDS FOR STUDENTS ATTENDING SHEPHERD UNIVERSITY, SHEPHERDSTOWN, WV AND PROVIDE ASSISTANCE AND SUPPORT FOR FACULTY, FACILITIES AND PROGRAMS OF THE UNIVERSITY.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt023253916
IRS990/NetAssetsOrFundBalancesEOYAmt028113853
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt026210
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt026210
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt025073
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt025073
IRS990/NetUnrlzdGainsLossesInvstAmt01411973
IRS990/NoncashContributionsAmt050064
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt051553
IRS990/OfficeExpensesGrp/TotalAmt051553
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt043101
IRS990/OtherAssetsTotalGrp/EOYAmt033564
IRS990/OtherChangesInNetAssetsAmt0-31279
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt016584
IRS990/OtherEmployeeBenefitsGrp/TotalAmt016584
IRS990/OtherExpensesGrp/Desc0CHANGE IN GIFT ANNUITIES
IRS990/OtherExpensesGrp/Desc1PLEDGES WRITTEN OFF
IRS990/OtherExpensesGrp/Desc2SHINDLER HOUSE

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,736,312
Liabilities
$2,622,459
Net assets
$28,113,853
Revenue
$5,447,315
Expenses
$1,968,072
Net income
$3,479,243
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$44.0$1.33$42.7$3.69$2.72$0.97
2023Summary only. Only limited summary data is available for this year.$39.5$1.47$38.1$3.47$2.71$0.76
2022Summary only. Only limited summary data is available for this year.$36.2$1.40$34.8$4.90$3.09$1.82
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$40.3$1.25$39.1$4.26$2.64$1.62
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$32.6$1.05$31.5$5.25$3.46$1.79
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$31.5$0.88$30.6$3.46$3.17$0.29
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.6$0.97$29.6$3.28$3.08$0.20
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.1$1.29$28.8$3.93$2.49$1.45
2016Detailed filing. Detailed filing data is available for this year.$27.3$1.75$25.6$1.35$2.23$0.88
2015Detailed filing. Detailed filing data is available for this year.$28.9$2.17$26.7$2.67$2.18$0.48
2014Detailed filing. Detailed filing data is available for this year.$30.7$2.62$28.1$5.45$1.97$3.48
2014Summary only. Only limited summary data is available for this year.$30.7$2.62$28.1$5.45$1.97$3.48
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.2$2.95$23.3$1.93
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.4$3.34$22.0$3.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.5$3.53$22.9$3.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.8$3.54$21.2$1.68