Nonprofit · EIN 55-0632442
SHEPHERD UNIVERSITY ALUMNI ASSOCIATION INC
Tax-exempt · SHEPHERDSTOWN, WV 25443
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $42,828 | $35,853 | $6,975 | $441,233 | $5,705 | $435,528 |
| June 30, 2024 | 990-EZ | $41,014 | $39,462 | $1,552 | $413,676 | $7,225 | $406,451 |
| June 30, 2023 | 990-EZ | $59,275 | $48,591 | $10,684 | $390,538 | $9,895 | $380,643 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $25,335
- Investment income
- $12,698
- Net income from fundraising events
- $4,795
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $2,180
- Printing, publications and postage
- $8,150
- Other expenses
- $25,523
- Program services (functional)
- $35,853
Balance sheet and other
- Total assets, start of year
- $413,676
- Total assets, end of year
- $441,233
- Total liabilities, end of year
- $5,705
- Net assets, end of year
- $435,528
- Cash, savings and investments
- $438,906
- Gross receipts
- $73,585
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATIE SWAYNE | EXECUTIVE DI | 40 | $0 |
| RANDY FRIEND | PRESIDENT | 1 | $0 |
| NICK MUMMERT | VICE PRESIDE | 1 | $0 |
| ERIN LEE | SECRETARY | 1 | $0 |
| DANIEL B SWEENEY | TREASURER | 1 | $0 |
| HANNAH BRUMBAUGH | DIRECTOR | 1 | $0 |
| TORY ORR | DIRECTOR | 1 | $0 |
| LYNDSEY MATSCHAT | DIRECTOR | 1 | $0 |
| TRICIA KATEBINI | DIRECTOR | 1 | $0 |
| DAWN HATZER | DIRECTOR | 1 | $0 |
| RICH GOODMAN | DIRECTOR | 1 | $0 |
| BASSELL FRANKS | DIRECTOR | 1 | $0 |
| CHERYL ELLMORE | DIRECTOR | 1 | $0 |
| MARSHALL DEMERITT | DIRECTOR | 1 | $0 |
| LORI DAVIS SMITH | DIRECTOR | 1 | $0 |
24 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID DALTON | DIRECTOR | 1 | $0 |
| KAHLEN BROWNING | DIRECTOR | 1 | $0 |
| JUDITH VAN TOL WILSON | DIRECTOR | 1 | $0 |
| JESSICA COLBERT | DIRECTOR | 1 | $0 |
| DEAN BARTLES | DIRECTOR | 1 | $0 |
| TESSA EDELEN | DIRECTOR | 1 | $0 |
| TOM JONES | DIRECTOR | 1 | $0 |
| PATTIE WILMOTH | DIRECTOR | 1 | $0 |
| SAMANTHA SLATER | DIRECTOR | 1 | $0 |
| LONA LOZINSKI | DIRECTOR | 1 | $0 |
| JIM AUXER | EMERITUS DIR | 1 | $0 |
| CHRIS WOOTEN | EMERITUS DIR | 1 | $0 |
| NELSON VAZQUEZ | EMERITUS DIR | 1 | $0 |
| CHARLES VAN METRE | EMERITUS DIR | 1 | $0 |
| CINDY VANCE | EMERITUS DIR | 1 | $0 |
| FRANCINE PHILLIPS | EMERITUS DIR | 1 | $0 |
| ROBIN MOSES | EMERITUS DIR | 1 | $0 |
| KENNETH LOWE III | EMERITUS DIR | 1 | $0 |
| LYNN LEATHERMAN | EMERITUS DIR | 1 | $0 |
| PAUL HILLYARD | EMERITUS DIR | 1 | $0 |
| ROBERT FLEENOR | EMERITUS DIR | 1 | $0 |
| MATT KRADEL | EMERITUS DIR | 1 | $0 |
| RACHEL MORENO | EMERITUS DIR | 1 | $0 |
| DAVID DECKER | EMERITUS DIR | 1 | $0 |
990-EZ for the year ended June 30, 2024: 38 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATIE SWAYNE | EXECUTIVE DI | 40 | $0 |
| HANNAH BRUMBAUGH | PRESIDENT | 1 | $0 |
| NICK MUMMERT | VICE PRESIDE | 1 | $0 |
| ERIN LEE | SECRETARY | 1 | $0 |
| DANIEL B SWEENEY | TREASURER | 1 | $0 |
| RANDY FRIEND | DIRECTOR | 1 | $0 |
| TORY ORR | DIRECTOR | 1 | $0 |
| RACHEL MORENO | DIRECTOR | 1 | $0 |
| LYNDSEY MATSCHAT | DIRECTOR | 1 | $0 |
| TRICIA KATEBINI | DIRECTOR | 1 | $0 |
| DAWN HATZER | DIRECTOR | 1 | $0 |
| RICH GOODMAN | DIRECTOR | 1 | $0 |
| BASSELL FRANKS | DIRECTOR | 1 | $0 |
| CHERYL ELLEMORE | DIRECTOR | 1 | $0 |
| MARSHALL DEMERITT | DIRECTOR | 1 | $0 |
| DAVID DECKER | DIRECTOR | 1 | $0 |
| LORI DAVIS | DIRECTOR | 1 | $0 |
| DAVID DALTON | DIRECTOR | 1 | $0 |
| KAHLEN BROWNING | DIRECTOR | 1 | $0 |
| JUDITH VAN TOL WILSON | DIRECTOR | 1 | $0 |
| JAMES SCOTT JR | DIRECTOR | 1 | $0 |
| CHRIS WOOTEN | DIRECTOR | 1 | $0 |
| PATTIE WILMOTH | DIRECTOR | 1 | $0 |
| NELSON VAZQUEZ | DIRECTOR | 1 | $0 |
| CHARLES VAN METRE | DIRECTOR | 1 | $0 |
| TESSA EDELEN | DIRECTOR | 1 | $0 |
| LONA LOZINSKI | DIRECTOR | 1 | $0 |
| DEAN BARTLES | DIRECTOR | 1 | $0 |
| JESSICA COLBERT | DIRECTOR | 1 | $0 |
| MATT KRADEL | EMERITUS DIR | 1 | $0 |
| CINDY VANCE | EMERITUS DIR | 1 | $0 |
| FRANCINE PHILLIPS | EMERITUS DIR | 1 | $0 |
| ROBIN MOSES | EMERITUS DIR | 1 | $0 |
| LYNN LEATHERMAN | EMERITUS DIR | 1 | $0 |
| PAUL HILLYARD | EMERITUS DIR | 1 | $0 |
| JIM AUXER | EMERITUS DIR | 1 | $0 |
| ROBERT J FLEENOR | EMERITUS DIR | 1 | $0 |
| KENNETH LOWE III | EMERITUS DIR | 1 | $0 |
990-EZ for the year ended June 30, 2023: 37 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATIE SWAYNE | EXECUTIVE DI | 40 | $0 |
| RANDY FRIEND | PRESIDENT | 1 | $0 |
| HANNAH BRUMBAUGH | VICE PRESIDE | 1 | $0 |
| KAHLEN BROWNING | SECRETARY | 1 | $0 |
| DANIEL SWEENEY | TREASURER | 1 | $0 |
| MICHAEL BAILEY | DIRECTOR | 1 | $0 |
| DAVID DALTON | DIRECTOR | 1 | $0 |
| LORI DAVIS | DIRECTOR | 1 | $0 |
| DAVID DECKER | DIRECTOR | 1 | $0 |
| MARSHALL DEMERITT | DIRECTOR | 1 | $0 |
| CHERYL ELLEMORE | DIRECTOR | 1 | $0 |
| BASSELL FRANKS | DIRECTOR | 1 | $0 |
| RICH GOODMAN | DIRECTOR | 1 | $0 |
| DAWN HATZER | DIRECTOR | 1 | $0 |
| MATT KRADEL | DIRECTOR | 1 | $0 |
| TRICIA KATEBINI | DIRECTOR | 1 | $0 |
| ERIN LEE | DIRECTOR | 1 | $0 |
| SHELBY MALY | DIRECTOR | 1 | $0 |
| LYNDSEY MATSCHAT | DIRECTOR | 1 | $0 |
| RACHEL MORENO | DIRECTOR | 1 | $0 |
| NICK MUMMERT | DIRECTOR | 1 | $0 |
| TORY ORR | DIRECTOR | 1 | $0 |
| ANDREW POTTS | DIRECTOR | 1 | $0 |
| JAMES SCOTT JR | DIRECTOR | 1 | $0 |
| DANIELLE STEPHENSON | DIRECTOR | 1 | $0 |
| JUDITH VAN TOL WILSON | DIRECTOR | 1 | $0 |
| JIM AUXER | EMERITUS DIR | 1 | $0 |
| ROBERT FLEENOR | EMERITUS DIR | 1 | $0 |
| PAUL HILLYARD | EMERITUS DIR | 1 | $0 |
| LYNN LEATHERMAN | EMERITUS DIR | 1 | $0 |
| KENNETH LOWE III | EMERITUS DIR | 1 | $0 |
| ROBIN MOSES | EMERITUS DIR | 1 | $0 |
| FRANCINE PHILLIPS | EMERITUS DIR | 1 | $0 |
| CINDY VANCE | EMERITUS DIR | 1 | $0 |
| CHARLES VAN METRE | EMERITUS DIR | 1 | $0 |
| NELSON VAZQUEZ | EMERITUS DIR | 1 | $0 |
| CHRIS WOOTEN | EMERITUS DIR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 5000, SHEPHERDSTOWN, WV 25443-5000
- In care of
- % SHEPHERD COLLEGE ALUMNI OFFICE
- Signed the 990-EZ
- KATIE SWAYNE, EXECUTIVE DIRECTOR
- Phone
- (304) 876-5526
Mission
TO PROVIDE SUPPORT FOR THE GROWTH AND ADVANCEMENT OF SHEPHERD UNIVERSITY AND ITS ALUMNI, STUDENTS, AND FACULTY.
Program accomplishments
- TO PROVIDE SUPPORT AND ENCOURAGEMENT FOR THE CONTINUED GROWTH AND ADVANCEMENT OF SHEPHERD UNIVERSITY, ITS ALUMNI, STUDENTS, AND FACULTY.Expenses $35,853
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 55-0632442
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1986
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $441,233
- Income (IRS master file)
- $73,585
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $42,828 | $35,853 | $441,233 | XML |
| 990-EZ | June 2024 | $41,014 | $39,462 | $413,676 | XML |
| 990-EZ | June 2023 | $59,275 | $48,591 | $390,538 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 55-0632442).
Questions about SHEPHERD UNIVERSITY ALUMNI ASSOCIATION INC
- What is the EIN of SHEPHERD UNIVERSITY ALUMNI ASSOCIATION INC?
- The employer identification number (EIN) of SHEPHERD UNIVERSITY ALUMNI ASSOCIATION INC is 55-0632442.
- Is SHEPHERD UNIVERSITY ALUMNI ASSOCIATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to SHEPHERD UNIVERSITY ALUMNI ASSOCIATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SHEPHERD UNIVERSITY ALUMNI ASSOCIATION INC file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SHEPHERD UNIVERSITY ALUMNI ASSOCIATION INC due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SHEPHERD UNIVERSITY ALUMNI ASSOCIATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who are the officers and directors of SHEPHERD UNIVERSITY ALUMNI ASSOCIATION INC?
- The 990-EZ for the year ended June 30, 2025 lists 39 people; 0 received compensation from the organization.
- How much revenue does SHEPHERD UNIVERSITY ALUMNI ASSOCIATION INC have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $42,828, expenses of $35,853 and total assets of $441,233 at year end.
Other nonprofits in SHEPHERDSTOWN
- SHEPHERD UNIVERSITY FOUNDATION INC EIN 55-6020064 · last filed 990 for 2025
- SKYTRUTH EIN 54-2059475 · last filed 990 for 2025
- CONTEMPORARY AMERICAN THEATRE FESTIVAL INC EIN 55-0711349 · last filed 990 for 2025
- SHEPHERD UNIVERSITY FOUNDATION SUPPORTING ORGANIZATION EIN 81-1054787 · last filed 990 for 2025
- SHEPHERDSTOWN DAY CARE INC EIN 55-0539244 · last filed 990 for 2025
- SHEPHERDSTOWN FIRE DEPARTMENT EIN 55-6022120 · last filed 990 for 2024
- CHILDRENS TREE HOUSE EIN 54-1960448 · last filed 990 for 2024
- POTOMAC VALLEY AUDUBON SOCIETY INC EIN 55-0626891 · last filed 990 for 2025