Civic Intelligence

West Virginia Financial Education Foundation

990EZ • Fiscal year 2015 • EIN 04-3610357

Jan 01, 2015 to Dec 31, 2015 • Filed on Apr 29, 2016

Organization Profile
1900 Kanawha Boulevard EastCharleston, WV 25305

(304) 347-1702

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.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

26th percentile

-7.3%

Higher net margin than 26% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

43rd percentile

-1.1%

Faster asset growth than 43% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

94th percentile

127%

Faster revenue growth than 94% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$144,320

Down $1,666 (-1.1%) from 2014

Net Assets

Down

$144,320

Down $1,666 (-1.1%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin26th percentile

Revenue

Up

$22,912

Up $12,828 (+127%) from 2014

Expenses

Down

$24,578

Down $65,301 (-73%) from 2014

Net Income

Up

-$1,666

Up $78,129 (+98%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth43rd 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

2015

Assets$144,320
Liabilities$0
Net Assets$144,320
Open 2015 Filing

Operations Trend

Revenue Growth94th 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

2015

Revenue$22,912
Expenses$24,578
Net Income-$1,666
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 29, 2016
Return Version
2015v2.1
Gross Receipts
$22,912
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-$17,804
The Foundation Conducted and sponsored a regional Women and Money Conference in West Virginia to discuss financial matters with women--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Robert MarshallPresident-$0--
Greg CarrollVice President-$0--
Hal WeberTreasurer-$0--
Karen TaborSecretary-$0--
Craig WanlessDirector-$0--
Linda LyterDirector-$0--
Jordan RinehartDirector-$0--
Bob LockhartDirector-$0--
Rosemary LockhartDirector-$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
Robert Marshall
Title
Chairman
Phone
3043471702
Signed
2016-04-29
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 12,364Facility & Meals 351Travel 4,533Scholarships 475Miscellaneous 25”

Raw XML Appendix189 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/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8Director
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt021500
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountSpeaker Fees 12,364Facility & Meals 351Travel 4,533Scholarships 475Miscellaneous 25
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0Robert Marshall
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Chairman
ReturnHeader/BusinessOfficerGrp/PhoneNum03043471702
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0West Virginia Financial Education Foundation
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0043610357
ReturnHeader/Filer/USAddress/AddressLine1Txt01900 Kanawha Boulevard East
ReturnHeader/Filer/USAddress/CityNm0Charleston
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WV
ReturnHeader/Filer/USAddress/ZIPCd025305
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0550727080
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Rowan & Associates CPAs PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0200 Westmoreland Office Center
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Dunbar
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd025064
ReturnHeader/PreparerPersonGrp/PhoneNum03047661120
ReturnHeader/PreparerPersonGrp/PreparationDt02016-12-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0John Rowan
ReturnHeader/ReturnTs02016-12-19T16:11:56-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$144,320
Liabilities
$0
Net assets
$144,320
Revenue
$22,912
Expenses
$24,578
Net income
-$1,666
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