Civic Intelligence

Shepherd University Foundation Inc.

990 • Fiscal year 2022 • EIN 55-6020064

Jul 01, 2021 to Jun 30, 2022 • Filed on Jan 21, 2023

Organization ProfileWWW.SHEPHERDUNIVERSITYFOUNDATION.ORG

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.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

50th percentile

0.28x

Higher debt load relative to revenue than 50% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Net Margin

84th percentile

37%

Higher net margin than 84% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

20th percentile

$143,572

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 2.9% of source-year revenue.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2022

Asset Growth

19th percentile

-10%

Faster asset growth than 19% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

67th percentile

15%

Faster revenue growth than 67% of similar nonprofits.

2022 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Flat

$36,211,131

Flat from 2022

Net Assets

Flat

$34,814,835

Flat from 2022

Liabilities

Flat

$1,396,296

Flat from 2022

Revenue And Expenses
Liabilities / Revenue50th percentileNet Margin84th percentile

Revenue

Flat

$4,902,607

Flat from 2022

Expenses

Flat

$3,085,297

Flat from 2022

Net Income

Flat

$1,817,310

Flat from 2022

Historical Trend

Balance Sheet Trend

Asset Growth19th 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 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

2022

Assets$36,211,131
Liabilities$1,396,296
Net Assets$34,814,835
Open 2022 Filing

Operations Trend

Revenue Growth67th 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 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

2022

Revenue$4,902,607
Expenses$3,085,297
Net Income$1,817,310
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Jan 21, 2023
Return Version
2021v4.0
Gross Receipts
$10,136,830
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$34,013,630$31,088,928▼ $2,924,702
Savings and Temporary Cash Investments$3,751,137$3,116,550▼ $634,587
Cash and Non-Interest-Bearing Accounts$711,709$959,794▲ $248,085
Pledges and Grants Receivable$1,275,317$470,232▼ $805,085
Investments Other Securities$425,812$445,804▲ $19,992
Land, Buildings, and Equipment, Net$97,124$92,734▼ $4,390
Prepaid Expenses and Deferred Charges$6,582$6,582→ $0
Accounts Receivable$87$87→ $0
Total Assets$40,312,036$36,211,131▼ $4,100,905
Other Assets Total$30,638$30,420▼ $218
Liabilities
Escrow Account Liability$1,170,776$1,329,446▲ $158,670
Other Liabilities$73,277$61,048▼ $12,229
Accounts Payable and Accrued Expenses$2,632$5,802▲ $3,170
Total Liabilities$1,246,685$1,396,296▲ $149,611
Net Assets / Fund Balance
Net Assets With Donor Restrictions$40,140,836$35,967,986▼ $4,172,850
Net Assets Without Donor Restrictions$-1,075,485$-1,153,151▼ $77,666
Total Net Assets Fund Balance$39,065,351$34,814,835▼ $4,250,516
Total Liabilities and Net Assets / Fund Balance$40,312,036$36,211,131▼ $4,100,905

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$20,272$20,272
Buildings$52,734$107,468-
Land$40,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$30,505,661$2,124,843▼ $4,311,234$-1,021,075$27,298,195
2020$24,124,439$541,449▲ $6,902,894$-1,063,121$30,505,661
2019$22,985,970$2,024,853▲ $80,139$-966,523$24,124,439
2018$22,219,574$865,984▲ $999,493$-1,099,081$22,985,970
2017$27,340,297$920,859▲ $762,998$-6,804,580$22,219,574
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Monica W LingenfelterExecutive ViFT$135,445$8,127$143,572
Cathy M NevyComptrollerFT$87,025$4,916$91,941

Board Members and Trustees

NameTitle
Christopher S ColbertPresident
Alfred L YoungDirector
Andrew PattersonDirector
Brian K JacksonDirector
Christopher K RobertsonDirector
Darren B IdenDirector
Dr Heidi M HanrahanDirector
Dr Janine SamDirector
Dr Jason BestDirector
J David RickardDirector
James S ScottDirector
Kenneth J BooneDirector
Mary Elizabeth OatesDirector
Mary Kathryn RobinsonDirector
Matthew P KnottDirector
Pat Moler EgleDirector
Robert H JenseniusDirector
Tammy GillDirector
Victoria M JohnstonDirector
W Gregory SnellingsDirector
Arthur J AuxerDirector-at-
Cecelia MasonDirector-at-
Mary Jc HendrixDirector-at-
Karl L WolfSecretary
Austin J Slater JrTreasurer
D Benjamin DeuellVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$3,713,830
Program Service Revenue
$0
Investment Income
$1,188,127
Other Revenue
$650
All Other Contributions
$3,700,470
Change in Net Assets
$1,817,310

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 Traded9$1,567,302Fair Market Value (FMV) - Nyse
Real Estate Residential1$19,991Fair Market Value (FMV)
Other Non Cash Contri Table91$5,880Estimated Fair Market Value (FMV)
Other Non Cash Contri Table5$2,500Estimated Fair Market Value (FMV)
Other Non Cash Contri Table1$500Actual Cost
Books and Publications-$220Estimated Fair Market Value (FMV)
Total Noncash Contributions107$1,596,393-

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,902,607
Revenue Not Reported on Form 990
$-6,258,300
Total Revenue per Audited Statements
$-1,355,693
Total Revenue per Form 990
$4,902,607
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,914,243
Other Expenses$730,235
Salaries, Compensation, and Employee Benefits$440,819
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$988,235--$988,235
Grants to Domestic Orgs$926,008--$926,008
Current Officers, Directors, Trustees, and Key Employees$43,072$191,299-$234,371
Fees for Service Investment Mgmnt Fees-$198,309-$198,309
Other Salaries and Wages-$155,940-$155,940
Office Expenses-$62,218-$62,218
Fees for Services Accounting-$43,060-$43,060
Payroll Taxes$3,108$25,752-$28,860
Other Employee Benefits-$18,273-$18,273
Insurance$9,700$7,142-$16,842
Other Expenses$289,160$12,487-$12,487
All Other Expenses-$6,124-$6,124
Information Technology-$5,056-$5,056
Pension Plan Contributions-$3,375-$3,375
Fees for Services Legal-$2,451-$2,451
Advertising-$1,410-$1,410
Conferences and Meetings-$1,350-$1,350
Depreciation Depletion-$385-$385
Total Functional Expenses$2,259,283$826,014$0$3,085,297

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,085,297
Total Expenses per Audited Statements$2,894,823
Expenses per Audited Statements$2,882,223
Expenses Not Reported on Financial Statements$203,074
Other Expense Adjustments$203,074
Expenses Not Reported on Form 990$12,600
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Shepherd UniversityShepherdstown, WVGovGeneral Expenses$843,070
Shenandoah Community Health FoundatMartinsburg, WV501c3General Support$31,250
Berkeley Co Meals-on-wheels IncMartinsburg, WV501c3General Support$15,625
Contemporary American TheaterShepherdstown, WV501c3General Support$14,800
Eastern Area Health Education CenteGreenville, NC501c3General Support$9,945
Community Networks IncMartinsburg, WV501c3General Support$6,250
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$11,010
Fundraising Gross Income$1,840
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala Event$15,200$1,840$2,760$-920
Total Events$15,200$1,840$11,010$-9,170
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$61,048
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 35% controlled entity
No
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 the 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
James Taylor
Title
Executive Vice Pres.
Phone
3048765391
Signed
2023-01-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Taylor
Formed
1961
Legal Domicile
Wv
Voting Board Members
26
Independent Board Members
26
Employees
5
Volunteers
115

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, Part XI, Line 9

“Expenses netted with other income -4,765 investment fees netted with income -198,309 expenses netted with other income 4,765 investment fees netted with income 198,309”

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 -4,765 investment fees netted with income -198,309”

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

“Expenses netted with other income 4,765 investment fees netted with income 198,309”

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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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IRS990/Form990PartVIISectionAGrp/TitleTxt1COMPTROLLER
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IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt22DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25DIRECTOR
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Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,211,131
Liabilities
$1,396,296
Net assets
$34,814,835
Revenue
$4,902,607
Expenses
$3,085,297
Net income
$1,817,310
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
2022Detailed filing. Detailed filing data is available for this year.$36.2$1.40$34.8$4.90$3.09$1.82
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
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