Nonprofit · EIN 55-6020064
SHEPHERD UNIVERSITY FOUNDATION INC
Tax-exempt · SHEPHERDSTOWN, WV 25443
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $4,322,817 | $2,225,624 | $2,097,193 | $49,307,422 | $1,311,084 | $47,996,338 |
| June 30, 2024 | 990 | $3,687,508 | $2,716,790 | $970,718 | $44,009,478 | $1,332,619 | $42,676,859 |
| June 30, 2023 | 990 | $3,474,733 | $2,710,503 | $764,230 | $39,537,614 | $1,470,838 | $38,066,776 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $2,447,701
- Program service revenue
- $0
- Investment income
- $1,883,050
- Net gain from sales of assets
- $586,568
- Net income from fundraising events
- -$7,934
- Other revenue
- -$7,934
Expenses
- Grants and similar amounts paid
- $1,314,950
- Compensation of officers, directors and key employees
- $258,879
- Other salaries and wages
- $153,734
- Salaries, compensation and benefits (total)
- $463,574
- Professional fundraising fees
- $0
- Legal fees
- $6,899
- Accounting fees
- $54,398
- Program services (functional)
- $1,526,244
- Management and general (functional)
- $699,380
Balance sheet and other
- Total assets, start of year
- $44,009,478
- Total assets, end of year
- $49,307,422
- Total liabilities, end of year
- $1,311,084
- Net assets, end of year
- $47,996,338
- Land, buildings and equipment
- $80,718
- Publicly traded securities
- $44,223,354
- Net assets without donor restrictions
- -$801,068
- Net assets with donor restrictions
- $48,797,406
- Gross receipts
- $11,217,625
- Employees
- 7
- Volunteers
- 75
- Year formed
- 1961
- State of legal domicile
- WV
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 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| SHERRI JANELLE | EXEC VICE PR Trustee or director, Officer | 40 | $136,538 | $27,524 |
| BREANNE RUGH | COMPTROLLER Officer | 40 | $73,098 | $8,137 |
| AUSTIN J SLATER JR | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| D BENJAMIN DEUELL | VICE PRESIDE Trustee or director, Officer | 2 | $0 | $0 |
| DR JASON BEST | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| ROBERT H JENSENIUS | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| DR JASON ALLEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRISTOPHER S COLBERT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAT MOLER EGLE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARY JO BROWN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DANIEL CLARKE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARY JC HENDRIX | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DARREN B IDEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BENJAMIN BANKHURST | DIRECTOR Trustee or director | 1 | $0 | $0 |
| VICTORIA M JOHNSTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
9 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATTHEW P KNOTT | DIRECTOR Trustee or director | 1 | $0 |
| RICH GOODMAN | DIRECTOR Trustee or director | 1 | $0 |
| LYNDSEY MATSCHAT | DIRECTOR Trustee or director | 1 | $0 |
| ANDREW PATTERSON | DIRECTOR Trustee or director | 1 | $0 |
| CHRISTOPHER K ROBERTSON | DIRECTOR Trustee or director | 1 | $0 |
| MARY KATHRYN ROBINSON | DIRECTOR Trustee or director | 1 | $0 |
| JAMES S SCOTT | DIRECTOR Trustee or director | 1 | $0 |
| W GREGORY SNELLINGS | DIRECTOR Trustee or director | 1 | $0 |
| ALFRED L YOUNG | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 27 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JAMES TAYLOR | FORMER EXEC Officer | 40 | $118,656 | $8,069 |
| BREANNE RUGH | COMPTROLLER Officer | 40 | $69,051 | $7,552 |
| SHERRI JANELLE | EXEC VICE PR Officer | 40 | $38,461 | $15,129 |
| CHRISTOPHER S COLBERT | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| D BENJAMIN DEUELL | VICE PRESIDE Trustee or director, Officer | 2 | $0 | $0 |
| KARL L WOLF | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| AUSTIN J SLATER JR | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| DR JASON ALLEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR JASON BEST | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAT MOLER EGLE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| RANDY FRIEND | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR HEIDI M HANRAHAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARY JC HENDRIX | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DARREN B IDEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROBERT H JENSENIUS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| VICTORIA M JOHNSTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MATTHEW P KNOTT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CECELIA MASON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| THE HONORARY LYNSEY MATSCHAT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARY ELIZABETH OATES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANDREW PATTERSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRISTOPHER K ROBERTSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARY KATHRYN ROBINSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JAMES S SCOTT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JENN SIRBAUGH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| W GREGORY SNELLINGS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALFRED L YOUNG | DIRECTOR Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 30 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| MONICA W LINGENFELTER | FORMER EXEC Officer | 40 | $210,351 | $8,558 |
| CATHY M NEVY | FORMER COMPT Officer | 40 | $78,310 | $909 |
| BREANNE RUGH | COMPTROLLER Officer | 40 | $50,976 | $6,611 |
| JAMES TAYLOR | FORMER EXEC Officer | 40 | $9,808 | $19,739 |
| SHERRI JANELLE | EXEC VICE PR Officer | 40 | $0 | $0 |
| CHRISTOPHER S COLBERT | PRESIDENT Trustee or director, Officer | 2 | $0 | $0 |
| D BENJAMIN DEUELL | VICE PRESIDE Trustee or director, Officer | 2 | $0 | $0 |
| KARL L WOLF | SECRETARY Trustee or director, Officer | 2 | $0 | $0 |
| AUSTIN J SLATER JR | TREASURER Trustee or director, Officer | 2 | $0 | $0 |
| ARTHUR J AUXER | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR JASON BEST | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAT MOLER EGLE | DIRECTOR Trustee or director | 1 | $0 | $0 |
| TAMMY GILL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR HEIDI M HANRAHAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARY JC HENDRIX | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DARREN B IDEN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| BRIAN K JACKSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ROBERT H JENSENIUS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| VICTORIA M JOHNSTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MATTHEW P KNOTT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CECELIA MASON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARY ELIZABETH OATES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANDREW PATTERSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| J DAVID RICKARD | DIRECTOR Trustee or director | 1 | $0 | $0 |
| CHRISTOPHER K ROBERTSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARY KATHRYN ROBINSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DR JANINE SAM | DIRECTOR Trustee or director | 1 | $0 | $0 |
| JAMES S SCOTT | DIRECTOR Trustee or director | 1 | $0 | $0 |
| W GREGORY SNELLINGS | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ALFRED L YOUNG | DIRECTOR Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 301 N KING ST, SHEPHERDSTOWN, WV 25443-0000
- Principal officer (990 for 2024)
- SHERRI JANELLE, PO BOX 5000, SHEPHERDSTOWN, WV 25443
- Signed the 990
- SHERRI JANELLE, EXEC VICE PRESIDENT
- Phone
- (304) 876-5391
- Return prepared by
- SMITH ELLIOTT KEARNS & COMPANY LLC
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.
Program accomplishments
- SCHOLARSHIPS & AWARDS - SHEPHERD UNIVERSITY STUDENTSExpenses $445,508 · grants $243,914
- GENERAL UNIVERSITY SUPPORTExpenses $1,080,736 · grants $1,071,036
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 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 55-6020064
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Organization supporting a government college or university
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1962
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B110)
- Assets (IRS master file)
- $49,307,422
- Income (IRS master file)
- $11,217,625
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $4,322,817 | $2,225,624 | $49,307,422 | XML |
| 990 | June 2024 | $3,687,508 | $2,716,790 | $44,009,478 | IRS |
| 990 | June 2023 | $3,474,733 | $2,710,503 | $39,537,614 | XML |
| 990 | June 2022 | $4,902,607 | $3,085,297 | $36,211,131 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | 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 55-6020064).
Questions about SHEPHERD UNIVERSITY FOUNDATION INC
- What is the EIN of SHEPHERD UNIVERSITY FOUNDATION INC?
- The employer identification number (EIN) of SHEPHERD UNIVERSITY FOUNDATION INC is 55-6020064.
- Is SHEPHERD UNIVERSITY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1962.
- Are donations to SHEPHERD UNIVERSITY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does SHEPHERD UNIVERSITY FOUNDATION 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 FOUNDATION 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 FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SHEPHERD UNIVERSITY FOUNDATION INC?
- The 990 for the year ended June 30, 2025 names SHERRI JANELLE.
- Who are the officers and directors of SHEPHERD UNIVERSITY FOUNDATION INC?
- The 990 for the year ended June 30, 2025 lists 24 people; 2 received compensation from the organization, the highest $136,538 (SHERRI JANELLE, EXEC VICE PR).
- How much revenue does SHEPHERD UNIVERSITY FOUNDATION INC have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $4,322,817, expenses of $2,225,624 and total assets of $49,307,422 at year end.
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