Civic Intelligence

West Virginia Financial Education Foundation

EIN 04-3610357 • 501(c)3 • Charleston, WV

Profile

Providing&promoting financial education

1900 Kanawha Boulevard EastCharleston, WV 25305
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

91st percentile

53%

Higher net margin than 91% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

79th percentile

25%

Faster asset growth than 79% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

96th percentile

201%

Faster revenue growth than 96% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$180,740

Up $36,420 (+25%) from 2015

Liabilities

Flat

$0

Flat from 2015

Net Assets

Up

$180,740

Up $36,420 (+25%) from 2015

Operations
Liabilities / Revenue61st percentileNet Margin91st percentile

Revenue

Up

$68,856

Up $45,944 (+201%) from 2015

Expenses

Up

$32,436

Up $7,858 (+32%) from 2015

Net Income

Up

$36,420

Up $38,086 (+2286%) from 2015

Trend Graphs

Balance Sheet Trend

Asset Growth79th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2010: $437,345Liabilities 2010: $0Net Assets 2010: $437,3452010Assets 2011: $301,391Liabilities 2011: $0Net Assets 2011: $301,3912011Assets 2012: $208,282Liabilities 2012: $0Net Assets 2012: $208,2822012Assets 2013: $225,781Liabilities 2013: $0Net Assets 2013: $225,7812013Assets 2014: $145,986Liabilities 2014: $0Net Assets 2014: $145,9862014Assets 2015: $144,320Liabilities 2015: $0Net Assets 2015: $144,3202015Assets 2016: $180,740Liabilities 2016: $0Net Assets 2016: $180,7402016

Highlighted filing

2016

Assets$180,740
Liabilities$0
Net Assets$180,740
Open 2016 Filing

Operations Trend

Revenue Growth96th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100K-$200KExpenses 2010: $97,0972010Revenue 2011: $31,200Expenses 2011: $167,154Net Income 2011: -$135,9542011Revenue 2012: $15,411Expenses 2012: $108,520Net Income 2012: -$93,1092012Revenue 2013: $73,702Expenses 2013: $56,203Net Income 2013: $17,4992013Revenue 2014: $10,084Expenses 2014: $89,879Net Income 2014: -$79,7952014Revenue 2015: $22,912Expenses 2015: $24,578Net Income 2015: -$1,6662015Revenue 2016: $68,856Expenses 2016: $32,436Net Income 2016: $36,4202016

Highlighted filing

2016

Revenue$68,856
Expenses$32,436
Net Income$36,420
Open 2016 Filing

Filings

Most recent year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$180,740
Liabilities
$0
Net assets
$180,740
Revenue
$68,856
Expenses
$32,436
Net income
$36,420
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$1.81$0.00$1.81$0.69$0.32$0.36
2015Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.23$0.25$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.10$0.90$0.80
2013Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.74$0.56$0.17
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.08$0.00$2.08$0.15$1.09$0.93
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.01$0.00$3.01$0.31$1.67$1.36
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.37$0.00$4.37$0.97
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 18, 2017
Return Version
2016v3.0
Gross Receipts
$68,856
Mission and Program Overview

Mission

Providing&promoting financial education

Program Services

DescriptionGrantsExpenses
The Foundation conducted Get A Life real life simulations for middle school students throughout West Virginina to demonstrate to students financial benefits of higher education-$18,230
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Thomas A HeywoodChairman-$0--
John D PerdueVice Chairman-$0--
Diana StoutTreasurer-$0--
Judy MargolinSecretary-$0--
Phyllis H ArnoldDirector-$0--
Joe EllisonDirector-$0--
Donna TannerDirector-$0--
Edwin WelchPresident-$0--
Filing and Contact Details

Filer

Filer Name
West Virginia Financial Education Foundation
EIN
04-3610357
Address
1900 Kanawha Boulevard East, Charleston, WV 25305

Signing Officer

Name
Thomas A Heywood
Title
Chairman
Phone
3043471702
Signed
2017-04-18
Discuss with paid preparer
Yes

Preparer

Firm
Rowan & Associates CPAs PLLC
Address
200 Westmoreland Office Center, Dunbar, WV 25064
Preparer
John Rowan
Phone
3047661120
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountSpeaker Fees 7,750Facility & Meals 633Travel 9,809Miscellaneous 2,474”

Raw XML Appendix188 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Chairman
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IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
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IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt018230
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IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
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IRS990EZ/TanningServicesProvidedInd0false
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum03043471702
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ReturnHeader/Filer/EIN0043610357
ReturnHeader/Filer/USAddress/AddressLine1Txt01900 Kanawha Boulevard East
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ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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