Civic Intelligence

Shepherd University Foundation Inc.

990 • Fiscal year 2024 • EIN 55-6020064

Jul 01, 2023 to Jun 30, 2024 • Filed on Apr 28, 2025

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

21st percentile

0.03x

Higher debt load relative to assets than 21% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

56th percentile

0.36x

Higher debt load relative to revenue than 56% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Net Margin

80th percentile

26%

Higher net margin than 80% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

16th percentile

$126,725

Higher top officer pay than 16% of similar nonprofits.

Top officer pay equals 3.4% of source-year revenue.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2024

Asset Growth

68th percentile

11%

Faster asset growth than 68% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

44th percentile

6.1%

Faster revenue growth than 44% of similar nonprofits.

2024 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$44,009,478

Up $4,471,864 (+11%) from 2023

Net Assets

Up

$42,676,859

Up $4,610,083 (+12%) from 2023

Liabilities

Down

$1,332,619

Down $138,219 (-9.4%) from 2023

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin80th percentile

Revenue

Up

$3,687,508

Up $212,775 (+6.1%) from 2023

Expenses

Up

$2,716,790

Up $6,287 (+0.2%) from 2023

Net Income

Up

$970,718

Up $206,488 (+27%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth68th 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

2024

Assets$44,009,478
Liabilities$1,332,619
Net Assets$42,676,859
Open 2024 Filing

Operations Trend

Revenue Growth44th 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

2024

Revenue$3,687,508
Expenses$2,716,790
Net Income$970,718
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 28, 2025
Return Version
2023v6.0
Gross Receipts
$9,943,618
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$34,694,474$39,653,661▲ $4,959,187
Savings and Temporary Cash Investments$3,068,036$3,102,124▲ $34,088
Cash and Non-Interest-Bearing Accounts$1,086,955$1,108,473▲ $21,518
Investments Other Securities$447,500--
Land, Buildings, and Equipment, Net$88,729$84,724▼ $4,005
Prepaid Expenses and Deferred Charges$18,989$5,190▼ $13,799
Pledges and Grants Receivable$89,220$2,000▼ $87,220
Accounts Receivable$87$87→ $0
Total Assets$39,537,614$44,009,478▲ $4,471,864
Other Assets Total$43,624$53,219▲ $9,595
Liabilities
Escrow Account Liability$1,410,049$1,277,433▼ $132,616
Other Liabilities$53,790$48,398▼ $5,392
Accounts Payable and Accrued Expenses$6,999$6,788▼ $211
Total Liabilities$1,470,838$1,332,619▼ $138,219
Net Assets / Fund Balance
Net Assets With Donor Restrictions$39,088,757$43,712,870▲ $4,624,113
Net Assets Without Donor Restrictions$-1,021,981$-1,036,011▼ $14,030
Total Net Assets Fund Balance$38,066,776$42,676,859▲ $4,610,083
Total Liabilities and Net Assets / Fund Balance$39,537,614$44,009,478▲ $4,471,864

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$12,749$12,749
Buildings$44,724$115,478-
Land$40,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$29,718,043$1,387,297▲ $3,628,657$-1,001,945$33,732,052
2022$27,298,195$929,941▲ $2,491,889$-1,001,982$29,718,043
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
Compensation and Service Providers
Top Officer Pay16th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
James TaylorFormer ExecFT$118,656$8,069$126,725
Breanne RughComptrollerFT$69,051$7,552$76,603
Sherri JanelleExec Vice PrFT$38,461$15,129$53,590

Board Members and Trustees

NameTitle
Christopher S ColbertPresident
Alfred L YoungDirector
Andrew PattersonDirector
Cecelia MasonDirector
Christopher K RobertsonDirector
Darren B IdenDirector
Dr Heidi M HanrahanDirector
Dr Jason AllenDirector
Dr Jason BestDirector
James S ScottDirector
Jenn SirbaughDirector
Mary Elizabeth OatesDirector
Mary Jc HendrixDirector
Mary Kathryn RobinsonDirector
Matthew P KnottDirector
Pat Moler EgleDirector
Randy FriendDirector
Robert H JenseniusDirector
The Honorary Lynsey MatschatDirector
Victoria M JohnstonDirector
W Gregory SnellingsDirector
Karl L WolfSecretary
Austin J Slater JrTreasurer
D Benjamin DeuellVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$2,754,461
Program Service Revenue
$0
Investment Income
$932,574
Other Revenue
$473
All Other Contributions
$2,723,583
Change in Net Assets
$970,718

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 Amount
Securities Publicly Traded1$156,416
Total Noncash Contributions1$156,416

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,687,508
Revenue Not Reported on Form 990
$3,487,842
Total Revenue per Audited Statements
$7,175,350
Total Revenue per Form 990
$3,687,508
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,555,409
Other Expenses$706,633
Salaries, Compensation, and Employee Benefits$454,748
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,510,090--$1,510,090
Current Officers, Directors, Trustees, and Key Employees$50,194$196,691-$246,885
Fees for Service Investment Mgmnt Fees-$157,923-$157,923
Other Salaries and Wages-$156,518-$156,518
Fees for Services Accounting-$54,074-$54,074
Grants to Domestic Individuals$45,319--$45,319
Office Expenses$2,406$32,687-$35,093
Payroll Taxes$3,199$24,573-$27,772
Insurance$9,700$7,846-$17,546
Other Employee Benefits-$16,547-$16,547
Other Expenses$316,796$16,466-$16,466
Information Technology-$7,549-$7,549
Pension Plan Contributions-$7,026-$7,026
All Other Expenses-$4,005-$4,005
Fees for Services Legal-$2,175-$2,175
Advertising-$1,274-$1,274
Conferences and Meetings-$1,240-$1,240
Total Functional Expenses$1,937,704$779,086$0$2,716,790

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,716,790
Total Expenses per Audited Statements$2,565,267
Expenses per Audited Statements$2,552,667
Expenses Not Reported on Financial Statements$164,123
Other Expense Adjustments$164,123
Expenses Not Reported on Form 990$12,600
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Shepherd UniversityShepherdstown, WVGovGeneral Expenses$1,395,582
Jefferson County Community MinistriCharles Town, WV501c3General Support$35,500
Shepherdstown Public LibraryShepherdstown, WV501c3General Support$31,000
Contemporary American TheaterShepherdstown, WV501c3General Support$15,100
Girls on the Run Shenandoah ValleyMartinsburg, WV501c3General Support$11,833
Berkeley Senior ServicesMartinsburg, WV501c3General Support$10,625
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$14,470
Fundraising Gross Income$5,160
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Gala Event$36,038$5,160$3,505$1,655
Total Events$36,038$5,160$14,470$-9,310
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$48,398
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
Sherri Janelle
Title
Exec Vice President
Phone
3048765391
Signed
2025-04-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sherri Janelle
Formed
1961
Legal Domicile
Wv
Voting Board Members
24
Independent Board Members
24
Employees
7
Volunteers
75

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 -6,200 investment fees netted with income -157,923 return of contribution 0 expenses netted with other income 6,200 investment fees netted with income 157,923 return of contribution 0”

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 -6,200 investment fees netted with income -157,923 return of contribution 0”

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

“Expenses netted with other income 6,200 investment fees netted with income 157,923 return of contribution 0”

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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$44,009,478
Liabilities
$1,332,619
Net assets
$42,676,859
Revenue
$3,687,508
Expenses
$2,716,790
Net income
$970,718
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$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
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
Peer Organizations

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