Civic Intelligence

West Virginia Financial Education Foundation

990EZ • Fiscal year 2013 • EIN 04-3610357

Jan 01, 2013 to Dec 31, 2013 • Filed on May 06, 2014

Organization Profile
1900 Kanawha Boulevard EastCharleston, WV 25305

(304) 343-5511

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Liabilities / Revenue

56th percentile

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Net Margin

80th percentile

24%

Higher net margin than 80% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Top Officer Pay

73rd percentile

$0

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

Asset Growth

61st percentile

8.4%

Faster asset growth than 61% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

98th percentile

378%

Faster revenue growth than 98% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$225,781

Up $17,499 (+8.4%) from 2012

Net Assets

Up

$225,781

Up $17,499 (+8.4%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin80th percentile

Revenue

Up

$73,702

Up $58,291 (+378%) from 2012

Expenses

Down

$56,203

Down $52,317 (-48%) from 2012

Net Income

Up

$17,499

Up $110,608 (+119%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth61st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2013

Assets$225,781
Liabilities$0
Net Assets$225,781
Open 2013 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income across loaded years, with this 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

2013

Revenue$73,702
Expenses$56,203
Net Income$17,499
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 6, 2014
Return Version
2013v3.1
Gross Receipts
$73,702
Mission and Program Overview

Mission

Providing&promoting financial education

Program Services

DescriptionGrantsExpenses
The Foundation Conducted and sponsored a regional Women and Money Conference in West Virginia to discuss financial matters with women-$19,389
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-$7,305
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Thomas HeywoodChairman-$0--
Judy MargolinSecretary-$0--
John PerdueDirector-$0--
Diana StoutTreasurer-$0--
Phyllis ArnoldDirector-$0--
Joe EllisonDirector-$0--
Donna TannerDirector-$0--
Edwin WelchDirector-$0--
Filing and Contact Details

Filer

EIN
04-3610357

Signing Officer

Name
Thomas Heywood
Title
Chairman
Phone
3043471702
Signed
2014-05-06
Discuss with paid preparer
Yes

Preparer

Preparer
John Rowan
Phone
3047661120
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountEducation Materials 6,492Net Worth Project 2,230State Farm - Get A Life 7,305Women and Money Conference 17,160Miscellaneous 59JP Morgan Chase Fund 2,586”

Raw XML Appendix172 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/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt019389
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IRS990EZ/ProhibitedTaxShelterTransInd0false
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
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ReturnHeader/Filer/BusinessName/BusinessNameLine10West Virginia Financial Education Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0043610357
ReturnHeader/Filer/USAddress/AddressLine101900 Kanawha Boulevard East
ReturnHeader/Filer/USAddress/City0Charleston
ReturnHeader/Filer/USAddress/State0WV
ReturnHeader/Filer/USAddress/ZIPCode025305
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ReturnHeader/PreparerPersonGrp/PhoneNum03047661120
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John Rowan
ReturnHeader/ReturnTs02014-11-14T09:33:46-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$225,781
Liabilities
$0
Net assets
$225,781
Revenue
$73,702
Expenses
$56,203
Net income
$17,499
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