Civic Intelligence

West Virginia Emulation Endowment Trust

990 • Fiscal year 2021 • EIN 23-7010922

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 25, 2022

Organization ProfileN/A
PO Box 919798Orlando, FL 32891-9798

(304) 348-7271

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

8th percentile

0.00x

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

85th percentile

47%

Higher net margin than 85% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

25th percentile

$37,692

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 6.6% of source-year revenue.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

33rd percentile

3.2%

Faster asset growth than 33% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

33rd percentile

1.3%

Faster revenue growth than 33% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets8th percentile

Assets

Up

$8,886,143

Up $526,777 (+6.3%) from 2019

Net Assets

Up

$8,886,143

Up $526,777 (+6.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin85th percentile

Revenue

Up

$570,580

Up $258,520 (+83%) from 2019

Expenses

Down

$302,954

Down $18,101 (-5.6%) from 2019

Net Income

Up

$267,626

Up $276,621 (+3075%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth33rd 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 2021: $8,886,143Liabilities 2021: $0Net Assets 2021: $8,886,1432021

Highlighted filing

2021

Assets$8,886,143
Liabilities$0
Net Assets$8,886,143
Open 2021 Filing

Operations Trend

Revenue Growth33rd 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 2021: $570,580Expenses 2021: $302,954Net Income 2021: $267,6262021

Highlighted filing

2021

Revenue$570,580
Expenses$302,954
Net Income$267,626
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 25, 2022
Return Version
2021v4.1
Gross Receipts
$2,069,498
Mission and Program Overview

Mission

Support of specified educational institutions

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$8,611,634$8,886,143▲ $274,509
Investments in Publicly Traded Securities$8,411,133$8,523,541▲ $112,408
Savings and Temporary Cash Investments-$361,844-
Cash and Non-Interest-Bearing Accounts$200,501$758▼ $199,743
Total Assets$8,611,634$8,886,143▲ $274,509
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$8,611,634$8,886,143▲ $274,509
Total Liabilities and Net Assets / Fund Balance$8,611,634$8,886,143▲ $274,509
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleBaseTotal
-Trustee$37,692$37,692
Revenue and Support

Revenue Composition

Contributions and Grants
$18,091
Program Service Revenue
$0
Investment Income
$552,489
Other Revenue
$0
All Other Contributions
$18,091
Change in Net Assets
$267,626
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$262,400
Salaries, Compensation, and Employee Benefits$37,692
Other Expenses$2,862
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$262,400--$262,400
Current Officers, Directors, Trustees, and Key Employees$18,846$18,846-$37,692
Other Expenses-$1,862-$1,862
Fees for Services Accounting-$1,000-$1,000
Total Functional Expenses$281,246$21,708$0$302,954
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of CharlestonCharleston, WV501(c)(3)Scholarship Awards for Students Attending University of Charleston$51,300
Wvu Health SciencesMorgantown, WV501(c)(3)Scholarship Awards for Students Attending West Virginia University West Virginia University Health Sciences$26,500
Marshall UniversityHuntington, WV501 (c)(3)Scholarship Awards for Students Attending Marshall University$20,000
Wheeling UniversityWheeling, WV501(c)(3)Scholarship Awards for Students Attending Wheeling Jesuit University$20,000
Washington & Lee UniversityLexington, VA501(c)(3)Scholarship Awards for Students Attending Washington & Lee University$19,800
Randolph CollegeLynchburg, VA501(c)(3)Scholarship Awards for Students Attending Randolph College$19,100
Davis & Elkins CollegeElkins, WV501(c)(3)Scholarship Awards for Students Attending Davis & Elkins College$17,900
West Virginia UniversityMorgantown, WV501(c)(3)Scholarship Awards for Students Attending West Virginia University$14,900
Bethany CollegeBethany, WV501(c)(3)Scholarship Awards for Students Attending Bethany College$14,300
Wvu FoundationMorgantown, WV501(c)(3)Scholarship Awards for Students Attending Wvu - Institute of Technology$14,000
Alderson-broaddus CollegePhillipi, WV501(c)(3)Scholarship Awards for Students Attending Alderson-broaddus College$12,700
W Va Wesleyan CollegeBuckhannon, WV501(c)(3)Scholarship Awards for Students Attending W Va Wesleyan College$12,700
University of Notre DameNotre Dame, IN501(c)(3)Scholarship Awards for Students Attending University of Notre Dame$9,600
Wittenberg UniversitySpringfield, OH501(c)(3)Scholarship Awards for Students Attending Wittenberg University$9,600
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 institutional trustee does not hold meetings”

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

“The institutional trustee does not hold meetings”

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

“Truist bank reviews the completed form 990 returnfor 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”

Filing and Contact Details

Filer

Filer Name
Wv Emulation Endowment Trust
EIN
23-7010922
Phone
3043487271
Address
PO BOX 919798, ORLANDO, FL 32891-9798

Signing Officer

Name
Truist Bank
Title
Director
Phone
3043487271
Signed
2022-04-25
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

“FMV to BV Adjustment ($116); 2021 Transaction Posted in 2022 of ($16,497); 2020 Transaction Posted in 2021 of $6,782; TIPS Adjustment of $664; Recovery of PY Qualified Grants of $16,300; PY Accrued Interest in 2021 of $215, CY Accrued carryforward to 2022 of ($455), Mutual Fund Earnings of ($8) and Rounding of ($2).”

Raw XML AppendixShowing 400 of 823 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE TRUST MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE SUPPORTED ORGANIZATION BY HAVING MEETINGS ABOUT INVESTMENTS AND GENERAL OPERATIONS OF THE TRUST, DISBURSING FUNDS ONLY TO QUALIFYING CHARITABLE ORGANIZATION AS DIRECTED BY THE TRUST GOVERNING INSTRUMENT TO BE USED ONLY IN ACCORDANCE WITH THE GOVERNING INSTRUMENT AND PROVIDING STATEMENTS OF THE TRUST ACTIVITIES.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1THE TRUST WAS ESTABLISED BEFORE 11/20/1970 AND DID NOT RECEIVE ANY ADDITIONAL CONTRIBUTIONS, GRANTS, REQUESTS, OR OTHER TRANSFERS ON OR AFTER THAT DATE. THE GOVERNING INSTRUMENT REQUIRES THE TRUST TO DISTRIBUTE ALL OF THE NET INCOME TO A DESIGNATED PUBLIC CHARITY AND THE TRUSTEE HAS NOT DISCRETION TO VARY THE BENEFICIARIES OR THE AMOUNTS PAYABLE TO THE BENEFICIARIES. THE TRUSTEE, NONE OF WHICH
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2WOULD BE DISQUALIFIED PERSONS TO THIS TRUST, MAKES ANNUAL WRITTEN REPORTS TO THE SUPPORTED ORGANIZATION WITH RESPECT TO SUCH TRUST SETTING FORTH A DESCRIPTION OF THE ASSETS OF THE TRUST INCLUDING A DETAILED LIST OF THE INCOME PRODUCED.
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt30
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt90
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt110
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt120
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt020000
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3UNIVERSITY OF NOTRE DAME
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt4WASHINGTON & LEE UNIV
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt6DAVIS & ELKINS COLLEGE
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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 WVU - INSTITUTE OF TECHNOLOGY
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3WASHINGTON & LEE UNIVERSITY
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6UNIVERSITY OF CHARLESTON
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9WEST VIRGINIA UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt10WVU HEALTH SCIENCES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt11WHEELING UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt12MARSHALL UNIVERSITY

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,886,143
Liabilities
$0
Net assets
$8,886,143
Revenue
$570,580
Expenses
$302,954
Net income
$267,626
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$8.89$0.00$8.89$0.57$0.30$0.27
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