SHEPHERD UNIVERSITY FOUNDATION SUPPORTING ORGANIZATION

EIN: 811054787 501(c)(3) Community Improvement

SHEPHERDSTOWN, WV

Total Revenue
$1,833,048
Total Expenses
$1,767,151
Total Assets
$17,180,822
Net Assets
$-3,112,415
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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
2016
Legal Domicile
WV
Principal Officer
SHERRI JANELLE
Phone
3048765391
Tax Period
2024-07-01 to 2025-06-30

SHEPHERD UNIVERSITY FOUNDATION SUPPORTING ORGANIZATION, founded in 2016, is a community nonprofit in the Community Improvement sector that reported $1.8M in total revenue in fiscal year 2024. Expenses of $1.8M left a modest 4% surplus.

Mission

THE ORGANIZATION IS INTENDED TO BE A TYPE I SUPPORTING ORGANIZATION FOR THE BENEFIT OF, AND CONTROLLED BY, SHEPHERD UNIVERSITY FOUNDATION, INC. WHICH IS A PUBLICLY SUPPORTED ORGANIZATION. THE SPECIFIC OBJECTIVES ARE TO SOLICIT, COLLECT, AND OTHERWISE RAISE MONEY, TO EXPEND, DISBURSE, AND DISPOSE OF THE SAME, AND TO DO ANY AND ALL THINGS NECESSARY OR INCIDENTAL FOR THE PURPOSE OF ACCOMPLISHING THE PURPOSES AND MISSION OF SHEPHERD UNIVERSITY FOUNDATION, INC.

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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%)

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Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $1,811,554
Investment Income $18,860
Other Revenue $2,634
TOTAL REVENUE $1,833,048

Expense Breakdown

Grants Paid $0
Salaries & Benefits $148,584
Fundraising Expenses $0
Program Expenses $1,695,558
Other Expenses $1,618,567
TOTAL EXPENSES $1,767,151

Year-over-Year Comparison

2024 2023 Change
Revenue $1,833,048 $1,927,763 0.0%
Expenses $1,767,151 $1,914,378 -0.1%
Net Income $65,897 $13,385 +3.9%
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

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Governance

Voting Members
6
Independent Members
6
Employees
N/A
Volunteers
5

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
6
$245,297
Total Directors
5
$0
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
SHERRI JANELLE EXEC VICE PR 0.20
Officer
$0 $27,524 $164,062
AUSTIN SLATER JR PRESIDENT 0.20
Officer Director
$0 $0 $0
D BENJAMIN DEUELL VICE PRESIDE 0.20
Officer Director
$0 $0 $0
ROBERT JENSENIUS SECRETARY 0.20
Officer Director
$0 $0 $0
DR JASON BEST TREASURER 0.20
Officer Director
$0 $0 $0
LYNDSEY MATSCHAT DIRECTOR 0.20
Director
$0 $0 $0
BREANNE RUGH COMPTROLLER 0.20
Officer
$0 $8,137 $81,235
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 $1,833,048 $1,767,151 $17,180,822 $65,897
2024 No data No data No data No data
2023 $1,874,022 $2,148,722 $18,211,263 $-274,700
2022 $1,761,060 $2,432,179 $18,727,712 $-671,119
2021 $1,332,345 $1,854,150 $18,839,222 $-521,805
2020 $1,477,432 $1,779,380 $19,743,600 $-301,948
2019 $1,932,408 $2,171,975 $20,432,662 $-239,567
2018 $1,864,057 $2,672,816 $21,585,258 $-808,759
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