SHEPHERD UNIVERSITY FOUNDATION INC (EIN 556020064) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1961

Legal Domicile

Principal Officer

SHERRI JANELLE

Phone

3048765391

Tax Period

2024-07-01 to 2025-06-30

SHEPHERD UNIVERSITY FOUNDATION INC, founded in 1961, is a community nonprofit in the Education sector that reported $4.3M in total revenue in fiscal year 2024. Revenue grew 17% year-over-year, indicating healthy expansion. The organization ran a surplus of $2.1M, a strong 49% operating margin.

Mission

PROVIDE SCHOLARSHIPS AND AWARDS FOR STUDENTS ATTENDING SHEPHERD UNIVERSITY, SHEPHERDSTOWN, WV.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $2,447,701

Program Service Revenue $0

Investment Income $1,883,050

Other Revenue $-7,934

TOTAL REVENUE $4,322,817

Expense Breakdown

Grants Paid $1,314,950

Salaries & Benefits $463,574

Fundraising Expenses $0

Program Expenses $1,526,244

Other Expenses $447,100

TOTAL EXPENSES $2,225,624

Year-over-Year Comparison

	2024	2023	Change
Revenue	$4,322,817	$3,687,508	+0.2%
Expenses	$2,225,624	$2,716,790	-0.2%
Net Income	$2,097,193	$970,718	+1.2%

Key Indicators

✓ Grants to Organizations ✓ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✓ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

$245,297

Total Directors

$164,062

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
BREANNE RUGH	COMPTROLLER	40.00	Officer	$73,098	$8,137	$81,235
SHERRI JANELLE	EXEC VICE PR	40.00	Officer Director	$136,538	$27,524	$164,062
AUSTIN J SLATER JR	PRESIDENT	2.00	Officer Director	$0	$0	$0
D BENJAMIN DEUELL	VICE PRESIDE	2.00	Officer Director	$0	$0	$0
DR JASON BEST	TREASURER	2.00	Officer Director	$0	$0	$0
ROBERT H JENSENIUS	SECRETARY	2.00	Officer Director	$0	$0	$0
DR JASON ALLEN	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER S COLBERT	DIRECTOR	1.00	Director	$0	$0	$0
PAT MOLER EGLE	DIRECTOR	1.00	Director	$0	$0	$0
MARY JO BROWN	DIRECTOR	1.00	Director	$0	$0	$0
DANIEL CLARKE	DIRECTOR	1.00	Director	$0	$0	$0
MARY JC HENDRIX	DIRECTOR	1.00	Director	$0	$0	$0
DARREN B IDEN	DIRECTOR	1.00	Director	$0	$0	$0
BENJAMIN BANKHURST	DIRECTOR	1.00	Director	$0	$0	$0
VICTORIA M JOHNSTON	DIRECTOR	1.00	Director	$0	$0	$0
MATTHEW P KNOTT	DIRECTOR	1.00	Director	$0	$0	$0
RICH GOODMAN	DIRECTOR	1.00	Director	$0	$0	$0
LYNDSEY MATSCHAT	DIRECTOR	1.00	Director	$0	$0	$0
ANDREW PATTERSON	DIRECTOR	1.00	Director	$0	$0	$0
CHRISTOPHER K ROBERTSON	DIRECTOR	1.00	Director	$0	$0	$0
MARY KATHRYN ROBINSON	DIRECTOR	1.00	Director	$0	$0	$0
JAMES S SCOTT	DIRECTOR	1.00	Director	$0	$0	$0
W GREGORY SNELLINGS	DIRECTOR	1.00	Director	$0	$0	$0
ALFRED L YOUNG	DIRECTOR	1.00	Director	$0	$0	$0

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$4,322,817	$2,225,624	$49,307,422	$2,097,193
2024	No data	No data	No data	No data
2023	$3,474,733	$2,710,503	$39,537,614	$764,230
2022	$4,902,607	$3,085,297	$36,211,131	$1,817,310
2021	$4,261,806	$2,639,497	$40,312,036	$1,622,309
2020	$5,247,639	$3,461,118	$32,555,263	$1,786,521
2019	$3,458,179	$3,170,176	$31,480,609	$288,003
2018	$3,280,532	$3,078,195	$30,613,930	$202,337

SHEPHERD UNIVERSITY FOUNDATION INC