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SHENANDOAH UNIVERSITY

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Public IRS 990 nonprofit record

SHENANDOAH UNIVERSITY

EIN 54-0525605 · Education (B430)

What they do

SHENANDOAH UNIVERSITY EDUCATES and INSPIRES INDIVIDUALS to BE CRITICAL, REFLECTIVE THINKERS; LIFELONG LEARNERS, and ETHICAL, COMPASSIONATE CITIZENS WHO ARE COMMITTED to MAKING RESPONSIBLE CONTRIBUTIONS WITHIN A COMMUNITY, A NATION and THE WORLD. A SHENANDOAH UNIVERSITY EDUCATION INCORPORATES SCHOLARSHIP, EXPERIENTIAL LEARNING and SOPHISTICATED TECHNOLOGIES AS WELL AS PRACTICAL WISDOM. THE UNIVERSITY PROVIDES STUDENTS WITH THE ACADEMIC CONTENT and ANALYTICAL SKILLS THEY WILL NEED to LAUNCH SUCCESSFUL CAREERS, and HARNESS TECHNOLOGIES THAT WILL ENABLE THEM to CREATE NEW IDEAS, PRODUCTS and SERVICES THAT IMPACT A GLOBAL SOCIETY.

Before you give

Should I give to this charity?

Easy charity check
Look at where the money went

Of every $100 spent, about $88.00 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders48 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

76.20%of revenue went to mission work88.0% of expenses · Program services
1.05%of revenue went to fundraising1.2% of expenses
$86.63spent for every $100 of revenueRevenue covered expenses this year.
9.39%of revenue went to management and office costs10.8% of expenses
$2.34in assets for every $1 spent this yearSome assets cannot be spent right away.
14.2%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

  1. Who did you help? Ask for a recent story or report that shows real results.
  2. What will my money do? Ask exactly what your gift will pay for.
  3. Is this really the charity? Give only through its official website or confirmed phone number.

Pay context: The highest compensation shown in this filing is $436,293 for TRACY FITZSIMMONS (PRESIDENT AND REGISTERED AGENT). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$172,357,275
Mission workProgram services$131,332,15476.20% of revenue88.0% of expenses
ManagementOffice and general costs$16,178,0309.39% of revenue10.8% of expenses
FundraisingAsking for donations$1,808,9491.05% of revenue1.2% of expenses
Revenue left after expensesReported annual surplus$23,038,14213.37% of revenueShown in gray on the chart
Total expenses$149,319,13386.63% of revenue

Gray means reported revenue left after expenses for this filing year. It does not necessarily mean cash sitting in a bank account.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails
2024CurrentExpense mix: 88.0% mission · 10.8% management · 1.2% fundraisingTotal expenses: 86.63% of revenue
2023Expense mix: 87.8% mission · 10.8% management · 1.4% fundraisingTotal expenses: 86.63% of revenue
2022Expense mix: 87.5% mission · 11.4% management · 1.1% fundraisingTotal expenses: 96.69% of revenue
2021Expense mix: 85.0% mission · 13.7% management · 1.3% fundraisingTotal expenses: 95.11% of revenue
2020Expense mix: 85.1% mission · 13.4% management · 1.5% fundraisingTotal expenses: 89.20% of revenue
2019Expense mix: 86.0% mission · 12.4% management · 1.6% fundraisingTotal expenses: 101.27% of revenue
2018Expense mix: 86.9% mission · 11.7% management · 1.4% fundraisingTotal expenses: 101.65% of revenue
2017Expense mix: 86.2% mission · 12.4% management · 1.3% fundraisingTotal expenses: 99.16% of revenue

Money in and money out

Revenue$172,357,275
Expenses$149,319,133
Annual surplus $23,038,142 Revenue was higher than expenses for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$131,332,154 · 88.0% of expenses
Management and office costs$16,178,030 · 10.8% of expenses
Fundraising$1,808,949 · 1.2% of expenses
See all reported dollar amounts
Revenue$172,357,275
Expenses$149,319,133
Assets$349,560,824
Income$189,313,126
Contributions$24,539,795
Mission work (program services)$131,332,154
Fundraising$1,808,949
Management and general$16,178,030
Executive compensation (total)$2,598,069
Stocks and bonds$78,882,110
Accounting fees$82,467
Investing fees$26,616
People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation
TRACY FITZSIMMONSPRESIDENT AND REGISTERED AGENT · 40 hrs/week $436,293Base $363,848 · Other $72,445
ROBERT KIDDDEAN OF PHARMACY · 40 hrs/week $270,889Base $225,906 · Other $44,983
MITCHELL L MOORESENIOR VP AND VP FOR ADVANCEMENT · 40 hrs/week $256,720Base $212,949 · Other $43,771
PHILIP EVANSVP FOR ADMIN. & GENERAL COUNSEL · 40 hrs/week $229,332Base $205,443 · Other $23,889
ARTHUR HARRALSONPROFESSOR OF PHARMACOGENOMICS · 40 hrs/week $227,419Base $185,354 · Other $42,065
KAREN ABRAHAMPROVOST · 40 hrs/week $213,596Base $199,535 · Other $14,061
COURTNEY JARRETTVP FOR FINANCE AND CFO · 40 hrs/week $212,704Base $170,587 · Other $42,117
JEFF COKERDEAN-ARTS & SCIENCE (INT. DEAN-BUS.) · 40 hrs/week $202,625Base $162,923 · Other $39,702
JOHN OCONORPROFESSOR KEYBOARD DIVISION · 40 hrs/week $199,122Base $169,064 · Other $30,058
YOLANDA BARBIER GIBSONVP FOR STUDENT AFFAIRS · 40 hrs/week $195,763Base $166,509 · Other $29,254
TIMOTHY BLOOMPROFESSOR BIOPHARMACEUTICAL SCIENCES · 40 hrs/week $195,503Base $165,229 · Other $30,274
MICHAEL STEPNIAKEXECUTIVE DEAN-CREATIVITY · 40 hrs/week $192,473Base $169,872 · Other $22,601

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (48)

TRACY FITZSIMMONSPRESIDENT AND REGISTERED AGENT

ROBERT KIDDDEAN OF PHARMACY

MITCHELL L MOORESENIOR VP AND VP FOR ADVANCEMENT

PHILIP EVANSVP FOR ADMIN. & GENERAL COUNSEL

ARTHUR HARRALSONPROFESSOR OF PHARMACOGENOMICS

KAREN ABRAHAMPROVOST

COURTNEY JARRETTVP FOR FINANCE AND CFO

JEFF COKERDEAN-ARTS & SCIENCE (INT. DEAN-BUS.)

JOHN OCONORPROFESSOR KEYBOARD DIVISION

YOLANDA BARBIER GIBSONVP FOR STUDENT AFFAIRS

TIMOTHY BLOOMPROFESSOR BIOPHARMACEUTICAL SCIENCES

MICHAEL STEPNIAKEXECUTIVE DEAN-CREATIVITY

ZARA RISOLDIPROFESSOR, PHARMACY PRACTICE

SCOTT SPRIGGSVP FOR RECRUIT. & CHIEF CREATIVE OFFICER

MICHELLE GAMBERASSOC. PROF., GRADUATE PUBLIC HEALTH

ASTRID SHEILFORMER DEAN-SCHOOL OF BUSINESS

W MICHAEL PERRYVICE CHAIR

BRUCE E HUNTERTRUSTEE

CECIL PRUITT JRTRUSTEE

THE REV DR VICTOR GOMEZTRUSTEE

SUSAN CARROLLTRUSTEE

STEVEN FREDERICKSONTRUSTEE

SPENCER MCANDREWSTRUSTEE

SCOTT F MILLERTRUSTEE

WALTER H AIKENSTRUSTEE

SCOTT HARVARDTRUSTEE

ROBERT J FROGALETREASURER

CHARLES A VEATCHTRUSTEE

CHELSEA HESTERTRUSTEE

PAUL BATTISTATRUSTEE

HEATHER H WILSONTRUSTEE

DIANE S KEARNSTRUSTEE

GERALD F SMITH JRTRUSTEE

J RANDALL MINCHEWTRUSTEE

JAMES A STUTZMAN JRTRUSTEE

JAMES R WILKINS IIITRUSTEE

JAMES U IMOHCHAIR

DR M YAQUB MIRZATRUSTEE

JESSIE HOOKER-BAILEYTRUSTEE

DR KYLE FELDMANTRUSTEE

JOHN D STOKELY JRTRUSTEE

DR J GREGORY BENNETTTRUSTEE

KEITH A MAYTRUSTEE

LAUREN PETERSONSECRETARY

MARJORIE S LEWISTRUSTEE

MARK J OHRSTROMTRUSTEE

MARY FARLAND SHOCKEYTRUSTEE

DAVID B BAXATRUSTEE

About this charity

Recognized since
January 1939
Location
1460 UNIVERSITY DR, WINCHESTER, VA 22601-5100
County
Winchester (city)
In care of
% TRACY FITZSIMMONS
Primary officer
TRACY FITZSIMMONS, PRESIDENT

How to reach them

WebsiteVisit the charity’s website Phone(540) 665-4500

Filing and classification

Latest tax year
2024
Tax period began
July 1, 2024
Return type
990
Tax preparer
YOUNT HYDE & BARBOUR PC
NTEE classification
Education (B430)
IRS tax category
Colleges, Universities, and Professional Schools

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About this report: Information comes from public nonprofit records and may show the latest filing available.

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