Civic Intelligence

Shepherd University Foundation Inc.

990 • Fiscal year 2017 • EIN 55-6020064

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 23, 2017

Organization ProfileWWW.SHEPHERD.EDU/FNDTNWEB

View Organization Page

PO Box 5000Shepherdstown, WV 25443

(304) 876-5391

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.04x

Higher debt load relative to assets than 22% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

52nd percentile

0.33x

Higher debt load relative to revenue than 52% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Net Margin

87th percentile

37%

Higher net margin than 87% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

21st percentile

$147,121

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Asset Growth

69th percentile

10%

Faster asset growth than 69% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

97th percentile

192%

Faster revenue growth than 97% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$30,083,307

Up $2,745,504 (+10%) from 2016

Net Assets

Up

$28,794,868

Up $3,210,246 (+13%) from 2016

Liabilities

Down

$1,288,439

Down $464,742 (-27%) from 2016

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin87th percentile

Revenue

Up

$3,933,518

Up $2,587,426 (+192%) from 2016

Expenses

Up

$2,487,439

Up $261,121 (+12%) from 2016

Net Income

Up

$1,446,079

Up $2,326,305 (+264%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth69th 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 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

2017

Assets$30,083,307
Liabilities$1,288,439
Net Assets$28,794,868
Open 2017 Filing

Operations Trend

Revenue Growth97th percentile

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 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

2017

Revenue$3,933,518
Expenses$2,487,439
Net Income$1,446,079
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 23, 2017
Return Version
2016v3.0
Gross Receipts
$8,344,773
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.

Provide scholarships and awards for students attending shepherd university, shepherdstown, wv.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$20,627,932$22,230,949▲ $1,603,017
Savings and Temporary Cash Investments$3,018,669$3,774,561▲ $755,892
Pledges and Grants Receivable$3,198,673$3,584,513▲ $385,840
Investments Other Securities$335,035$352,032▲ $16,997
Land, Buildings, and Equipment, Net$122,896$117,814▼ $5,082
Prepaid Expenses and Deferred Charges$1,582$1,582→ $0
Accounts Receivable$187$837▲ $650
Total Assets$27,337,803$30,083,307▲ $2,745,504
Other Assets Total$32,829$21,019▼ $11,810
Liabilities
Escrow Account Liability$1,574,435$1,163,036▼ $411,399
Other Liabilities$134,983$122,146▼ $12,837
Accounts Payable and Accrued Expenses$43,763$3,257▼ $40,506
Total Liabilities$1,753,181$1,288,439▼ $464,742
Net Assets / Fund Balance
Permanently Rstr Net Assets$25,232,749$25,947,274▲ $714,525
Temporarily Rstr Net Assets$7,079,385$8,703,956▲ $1,624,571
Unrestricted Net Assets$-6,727,512$-5,856,362▲ $871,150
Total Net Assets Fund Balance$25,584,622$28,794,868▲ $3,210,246
Total Liabilities and Net Assets / Fund Balance$27,337,803$30,083,307▲ $2,745,504

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$5,055$13,614$18,669
Buildings$72,759$87,443-
Land$40,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$25,232,749$692,836▲ $21,689-$25,947,274
2015$24,537,466$669,535▲ $25,748-$25,232,749
2014$24,137,252$375,182▲ $25,032-$24,537,466
2013$23,268,017$849,076▲ $20,159-$24,137,252
2012$22,071,980$1,180,821▲ $15,216-$23,268,017
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Monica W LingenfelterExecutive ViFT$138,682$8,439$147,121
Cathy NevyComptrollerFT$79,940$4,433$84,373

Board Members and Trustees

NameTitle
Michael a SmithPresident
Andrew D MichaelDirector
Brian K JacksonDirector
Dr David B WingDirector
Dr Heidi M HanrahanDirector
Dr Jason BestDirector
Elizabeth S LoweDirector
Eric J LewisDirector
Gina M WaltersDirector
J David RickardDirector
Jerry P KerrDirector
John F BeattyDirector
Karl L WolfDirector
Kenneth E HarbaughDirector
Kenneth J BooneDirector
Mary Elizabeth OatesDirector
Robert H Chuey IiDirector
Robert H JenseniusDirector
Stephen G SkinnerDirector
Timothy McsheaDirector
Tony W PriceDirector
W Gregory SnellingsDirector
William E Knode JrDirector
Mary Jc HendrixDirector-at-
Sandra a SponaugleDirector-at-
Wanda G SmithDirector-at-
Allenl LueckSecretary
Julia M ConnellTreasurer
Christopher S ColbertVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$3,461,944
Program Service Revenue
$0
Investment Income
$472,380
Other Revenue
$-806
All Other Contributions
$3,423,121
Change in Net Assets
$1,446,079

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 Traded3$562,261Fair Market Value (FMV) - Nyse
Clothing and Household Goods-$64,510Estimated Fair Market Value (FMV)
Real Estate Residential1$16,997Fair Market Value (FMV)
Other Non Cash Contri Table2$7,379Estimated Fair Market Value (FMV)
Books and Publications-$3,384Estimated Fair Market Value (FMV)
Other Non Cash Contri Table2$540Fair Market Value (FMV) - Actual Cost
Total Noncash Contributions8$655,071-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,933,518
Revenue Not Reported on Form 990
$1,780,423
Total Revenue per Audited Statements
$5,713,941
Total Revenue per Form 990
$3,933,518
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,864,385
Salaries, Compensation, and Employee Benefits$401,661
Other Expenses$221,393
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$1,757,190--$1,757,190
Current Officers, Directors, Trustees, and Key Employees-$223,062-$223,062
Other Salaries and Wages-$133,920-$133,920
Grants to Domestic Orgs$107,195--$107,195
Fees for Service Investment Mgmnt Fees-$104,369-$104,369
Office Expenses-$44,890-$44,890
Payroll Taxes-$25,981-$25,981
Fees for Services Accounting-$21,175-$21,175
Other Employee Benefits-$15,205-$15,205
Insurance-$6,283-$6,283
Information Technology-$4,685-$4,685
Advertising-$3,890-$3,890
Pension Plan Contributions-$3,493-$3,493
Depreciation Depletion-$3,079-$3,079
Conferences and Meetings-$1,819-$1,819
Fees for Services Legal-$450-$450
Other Expenses-$301-$301
Total Functional Expenses$1,864,385$623,054$0$2,487,439

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,503,695
Total Expenses per Form 990$2,487,439
Expenses per Audited Statements$2,481,330
Expenses Not Reported on Form 990$22,365
Expenses Not Reported on Financial Statements$6,109
Other Expense Adjustments$6,109
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Shepherd UniversityShepherdstown, WV-General Expenses$107,195
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$20,848
Fundraising Gross Income$15,687
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala Event$54,510$15,687$3,332$12,355
Total Events$54,510$15,687$20,848$-5,161
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$122,146
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

Filer Name
Shepherd University Foundation Inc
EIN
55-6020064
Phone
3048765391
Address
PO BOX 5000, SHEPHERDSTOWN, WV 25443

Signing Officer

Name
Monica W Lingenfelter
Title
Executive Vice Pres.
Phone
3048765391
Signed
2017-10-23
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Monica W Lingenfelter
Formed
1961
Legal Domicile
Wv
Voting Board Members
30
Independent Board Members
30
Employees
6
Volunteers
115

Preparer

Firm
Smith Elliott Kearns & Company LLC
Address
480 N POTOMAC ST, HAGERSTOWN, MD 21740
Preparer
William F Fritts Ii CPA
Phone
3017335020
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Expenses netted with other income -6,109 expenses netted with other income 6,109”

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 foundation follows generally accepted accounting principles, which provides guidance on accounting for uncertainty in income taxes recognized in an organization's financial statements. The foundation's policy is to charge penalties and interest to income tax expense as incurred. The foundation's federal and state income tax returns are subject to examination by the internal revenue service and state tax authorities, generally for a period of three years after the returns are filed.”

Schedule D, Page 4, Part XI, Line 2D

“Expenses netted with other income -6,109”

Schedule D, Page 4, Part XII, Line 4B

“Expenses netted with other income 6,109”

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IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE VI
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDE
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
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
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt26DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt29DIRECTOR-AT-
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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.
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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$30,083,307
Liabilities
$1,288,439
Net assets
$28,794,868
Revenue
$3,933,518
Expenses
$2,487,439
Net income
$1,446,079
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
2017Detailed filing. Detailed filing data is available for this year.$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
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