Civic Intelligence

West Virginia Emulation Endowment Trust

990 • Fiscal year 2020 • EIN 23-7010922

Jan 01, 2020 to Dec 31, 2020 • Filed on Sep 30, 2021

Organization ProfileN/A
PO Box 2907 - Mc 100-01-02-50Wilson, NC 27894-2907

(304) 348-7271

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

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

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

7th percentile

0.00x

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

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

89th percentile

46%

Higher net margin than 89% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

24th percentile

$31,863

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 5.7% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

41st percentile

3.0%

Faster asset growth than 41% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Revenue Growth

92nd percentile

80%

Faster revenue growth than 92% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$8,611,634

Up $252,268 (+3.0%) from 2019

Net Assets

Up

$8,611,634

Up $252,268 (+3.0%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin89th percentile

Revenue

Up

$563,060

Up $251,000 (+80%) from 2019

Expenses

Down

$304,778

Down $16,277 (-5.1%) from 2019

Net Income

Up

$258,282

Up $267,277 (+2971%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$10M$5.0M$0Assets 2018: $8,368,564Liabilities 2018: $0Net Assets 2018: $8,368,5642018Assets 2019: $8,359,366Liabilities 2019: $0Net Assets 2019: $8,359,3662019Assets 2020: $8,611,634Liabilities 2020: $0Net Assets 2020: $8,611,6342020Assets 2021: $8,886,143Liabilities 2021: $0Net Assets 2021: $8,886,1432021

Highlighted filing

2020

Assets$8,611,634
Liabilities$0
Net Assets$8,611,634
Open 2020 Filing

Operations Trend

Revenue Growth92nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$600K$400K$200K$0-$200KRevenue 2018: $470,818Expenses 2018: $230,411Net Income 2018: $240,4072018Revenue 2019: $312,060Expenses 2019: $321,055Net Income 2019: -$8,9952019Revenue 2020: $563,060Expenses 2020: $304,778Net Income 2020: $258,2822020Revenue 2021: $570,580Expenses 2021: $302,954Net Income 2021: $267,6262021

Highlighted filing

2020

Revenue$563,060
Expenses$304,778
Net Income$258,282
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Sep 30, 2021
Return Version
2020v4.1
Gross Receipts
$4,903,959
Mission and Program Overview

Mission

Support of specified educational institutions

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$8,359,366$8,611,634▲ $252,268
Investments in Publicly Traded Securities$8,221,263$8,411,133▲ $189,870
Cash and Non-Interest-Bearing Accounts$15,052$200,501▲ $185,449
Savings and Temporary Cash Investments$123,051--
Total Assets$8,359,366$8,611,634▲ $252,268
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$8,359,366$8,611,634▲ $252,268
Total Liabilities and Net Assets / Fund Balance$8,359,366$8,611,634▲ $252,268
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleBaseTotal
-Trustee$31,863$31,863
Revenue and Support

Revenue Composition

Contributions and Grants
$24,619
Program Service Revenue
$0
Investment Income
$538,441
Other Revenue
$0
All Other Contributions
$24,619
Change in Net Assets
$258,282
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$270,700
Salaries, Compensation, and Employee Benefits$31,864
Other Expenses$2,214
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$270,700--$270,700
Current Officers, Directors, Trustees, and Key Employees$15,932$15,932-$31,864
All Other Expenses-$1,214-$1,214
Fees for Services Accounting-$1,000-$1,000
Total Functional Expenses$286,632$18,146$0$304,778
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of CharlestonCharleston, WV501(c)(3)Scholarship Awards for Students Attending University of Charleston$53,000
Randolph CollegeLynchburg, VA501(c)(3)Scholarship Awards for Students Attending Randolph College$29,700
Wheeling Jesuit UniversityWheeling, WV501(c)(3)Scholarship Awards for Students Attending Wheeling Jesuit University$20,700
Washington & Lee UniversityLexington, VA501(c)(3)Scholarship Awards for Students Attending Washington & Lee University$20,400
West Virginia UniversityMorgantown, WV501(c)(3)Scholarship Awards for Students Attending West Virginia University$20,200
Greta B Stevens Scholarship FundMorgantown, WV501(c)(3)Scholarship Awards for Students Attending West Virginia University West Virginia University Health Sciences$17,700
Bethany CollegeBethany, WV501(c)(3)Scholarship Awards for Students Attending Bethany College$14,800
Wvu - Institute of TechnologyMorgantown, WV501(c)(3)Scholarship Awards for Students Attending Wvu - Institute of Technology$14,500
Wv State UniversityInstitute, WV501(c)(3)Scholarship Awards for Students Attending Wv State University$14,100
Alderson-broaddus CollegePhillipi, WV501(c)(3)Scholarship Awards for Students Attending Alderson-broaddus College$13,200
W Va Wesleyan CollegeBuckhannon, WV501(c)(3)Scholarship Awards for Students Attending W Va Wesleyan College$13,200
Marshall UniversityHuntington, WV501 (c)(3)Scholarship Awards for Students Attending Marshall University$10,800
University of Notre DameNotre Dame, IN501(c)(3)Scholarship Awards for Students Attending University of Notre Dame$9,900
Wittenberg UniversitySpringfield, OH501(c)(3)Scholarship Awards for Students Attending Wittenberg University$9,900
Davis & Elkins CollegeElkins, WV501(c)(3)Scholarship Awards for Students Attending Davis & Elkins College$8,600
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“The insitutional trustee does not hold meetings”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“The insitutional trustee does not hold meetings”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Branch banking & trust company reviews the completed form 990 return for approval prior to filing of the return with the government.”

Form 990, Page 6, Part VI, Line 18

“UPON REQUEST”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST”

Form 990, Page 7, Part VII, Section A

“1”

Filing and Contact Details

Filer

Filer Name
Wv Emulation Endowment Trust
EIN
23-7010922
Phone
3043487271
Address
PO BOX 2907 - MC 100-01-02-50, WILSON, NC 27894-2907

Signing Officer

Name
Branch Banking Trust Co Trustee
Title
SVP
Phone
3043487271
Signed
2021-09-30
Discuss with paid preparer
Yes

Organization Details

Formed
1969
Legal Domicile
Wv
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
40 WESTMINSTER ST STE 800, PROVIDENCE, RI 02903
Preparer
Richard Raleigh
Phone
4014573839
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Prior year accrued interest posted in 2020 of $382, current year accrued interest carryforward to 2021 of ($215), basis adjustments of $786, return of capital adjustment of ($106), 2020 transaction posted in 2021 of ($6,782), wash sale adjustment of ($73) and rounding of ($6).”

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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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0TRUST WAS IN EXISTENCE ON NOV 20, 1970, HAS CONTINUOUSLY SUPPORTED EDU CATIONAL ORGANIZATIONS SINCE NOV 20, 1970 AND HAS MAINTAINED HISTORIC AND CONTINUOUS RELATIONSHIP WITH EDUCATIONAL ORGANIZATIONS SINCE INCEP TION
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd135
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd145
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt40
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt50
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt60
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt70
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt80
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt90
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt100
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt110
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt120
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt130
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt010800
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt229700
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt39900
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1013200
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1417700
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1WEST VIRGINIA UNIV-TECH
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2RANDOLPH COLLEGE
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3WITTENBERG UNIVERSITY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt4UNIVERSITY OF NOTRE DAME
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IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
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IRS990ScheduleA/TrustIntegralPartTestInd0X
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
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IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SCHOLARSHIP AWARDS FOR STUDENTS ATTENDING WITTENBERG UNIVERSITY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2SCHOLARSHIP AWARDS FOR STUDENTS ATTENDING UNIVERSITY OF NOTRE DAME
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3SCHOLARSHIP AWARDS FOR STUDENTS ATTENDING WASHINGTON & LEE UNIVERSITY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4SCHOLARSHIP AWARDS FOR STUDENTS ATTENDING BETHANY COLLEGE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5SCHOLARSHIP AWARDS FOR STUDENTS ATTENDING DAVIS & ELKINS COLLEGE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6SCHOLARSHIP AWARDS FOR STUDENTS ATTENDING UNIVERSITY OF CHARLESTON
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7SCHOLARSHIP AWARDS FOR STUDENTS ATTENDING W VA WESLEYAN COLLEGE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8SCHOLARSHIP AWARDS FOR STUDENTS ATTENDING ALDERSON-BROADDUS COLLEGE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9SCHOLARSHIP AWARDS FOR STUDENTS ATTENDING WEST VIRGINIA UNIVERSITY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt10SCHOLARSHIP AWARDS FOR STUDENTS ATTENDING WEST VIRGINIA UNIVERSITY WEST VIRGINIA UNIVERSITY HEALTH SCIENCES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt11SCHOLARSHIP AWARDS FOR STUDENTS ATTENDING WHEELING JESUIT UNIVERSITY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt12SCHOLARSHIP AWARDS FOR STUDENTS ATTENDING MARSHALL UNIVERSITY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt13SCHOLARSHIP AWARDS FOR STUDENTS ATTENDING WV STATE UNIVERSITY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt14SCHOLARSHIP AWARDS FOR STUDENTS ATTENDING WVU - INSTITUTE OF TECHNOLOGY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0RANDOLPH COLLEGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1WITTENBERG UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2UNIVERSITY OF NOTRE DAME
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3WASHINGTON & LEE UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4BETHANY COLLEGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5DAVIS & ELKINS COLLEGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6UNIVERSITY OF CHARLESTON
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7W VA WESLEYAN COLLEGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8ALDERSON-BROADDUS COLLEGE

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,611,634
Liabilities
$0
Net assets
$8,611,634
Revenue
$563,060
Expenses
$304,778
Net income
$258,282
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.89$0.00$8.89$0.57$0.30$0.27
2020Detailed filing. Detailed filing data is available for this year.$8.61$0.00$8.61$0.56$0.30$0.26
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.36$0.00$8.36$0.31$0.32$0.01
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.37$0.00$8.37$0.47$0.23$0.24