Historic Shepherdstown Commission Inc
Nonprofit profile at a glance
- EIN
- 310933262
- IRS 990-EZ coverage
- 2011–2024
- Forms available
- Form 990-EZ 2024
- Location
- Shepherdstown, WV, USA
- Phone
- 3048760910
- Rating
- 89
- Verdict
- STRONG
- Rating confidence
- Moderate
Reported finances
- Revenue
- $116,331
- Expenses
- $132,617
- Assets
- $195,886
- Liabilities
- $15,887
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Amounts in USD.
Leadership & pay
19 people listed
Executive titles in this filing
- Jerry Bock (President)
- David Pugh Jr (Vice President)
People named in this filing
- Jerry Bock (President)
- David Pugh Jr (Vice President)
- Donna Bertazzoni (Secretary)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2024. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
Preserve and communicate Shepherdstown history
What it reported doing in 2024
Preserve Shepherdtowns history by maintaining and improvements for the 240 year oldhistoric Entler Hotel complex, which houses the Historic Shepherdstown Museum, theHistoric Shepherdstown Commission office, 14 small business offices, Reception Room and gardens.
Operating model
- Revenue model
- Mixed. Its operating money came from several sources; no one source provided a clear majority.
- Distribution model
- Direct operator. The filing allocates 100% of reported program-service expenses outside its grant, affiliate-payment, and member-benefit lines. This expense classification does not rule out separately announced grant awards.
The verdict
STRONG - A large share of available resources goes toward mission work and the filed numbers largely add up. Expenses are high relative to revenue and reported officer compensation is a large share of total spending, which may reflect staffing concentration.
Rating breakdown
- Financial Efficiency: 100
- Transparency & Controls: 82
- Sustainability: 31
- Growth: 100
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: 100%; rating input score 100
- Program expense ratio: 100%; rating input score 100
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: -14%; rating input score 12; 12th percentile among comparable filings
- Total-asset coverage ratio: 1.48; rating input score 72; 72nd percentile among comparable filings
- Liabilities to assets ratio: 0.08; rating input score 26; 26th percentile among comparable filings
- Officer compensation ratio: 25.9%; rating input score 13; 13th percentile among comparable filings
Growth
- Program expense growth: 6% per year; rating input score 100; 50th percentile among comparable filings
- Revenue growth: 2.2% per year; rating input score 100; 32nd percentile among comparable filings
- Asset growth: 6% per year; rating input score 100; 48th percentile among comparable filings
Details
- Where the money goes: 100% of revenue deployed · 100% of spending went to programs
- Governance: Filed governance answers
- Accomplishments: 3 filed program accomplishments · $133K in reported program spending
- Leadership: top reported pay $0 · 19 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 2 filed schedules
- Filing history: 13 filing years from 2011 to 2024
- Contacts: How to reach this organization
- Money network: 2 filed money-flow records
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Sustainability: Operating margin scored 12/100.
- High — Sustainability: Officer compensation ratio scored 13/100.
- High — Sustainability: Liabilities to assets ratio scored 26/100.