Civic Intelligence

West Virginia Emulation Endowment Trust

990 • Fiscal year 2022 • EIN 23-7010922

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 24, 2023

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

(804) 273-7445

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.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Liabilities / Revenue

8th percentile

0.00x

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

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Net Margin

23rd percentile

-5.6%

Higher net margin than 23% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

25th percentile

$36,371

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 10.0% of source-year revenue.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2022

Asset Growth

47th percentile

-0.2%

Faster asset growth than 47% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

11th percentile

-36%

Faster revenue growth than 11% of similar nonprofits.

2022 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets8th percentile

Assets

Down

$8,869,057

Down $17,086 (-0.2%) from 2021

Net Assets

Down

$8,869,057

Down $17,086 (-0.2%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin23rd percentile

Revenue

Down

$365,017

Down $205,563 (-36%) from 2021

Expenses

Up

$385,423

Up $82,469 (+27%) from 2021

Net Income

Down

-$20,406

Down $288,032 (-108%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth47th 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: $8,886,1432021Assets 2022: $8,869,057Liabilities 2022: $0Net Assets 2022: $8,869,0572022

Highlighted filing

2022

Assets$8,869,057
Liabilities$0
Net Assets$8,869,057
Open 2022 Filing

Operations Trend

Revenue Growth11th 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: $267,6262021Revenue 2022: $365,017Expenses 2022: $385,423Net Income 2022: -$20,4062022

Highlighted filing

2022

Revenue$365,017
Expenses$385,423
Net Income-$20,406
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 24, 2023
Return Version
2022v5.0
Gross Receipts
$6,031,097
Mission and Program Overview

Mission

Support of specified educational institutions

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$8,886,143$8,869,057▼ $17,086
Investments in Publicly Traded Securities$8,523,541$8,478,779▼ $44,762
Savings and Temporary Cash Investments$361,844$384,145▲ $22,301
Cash and Non-Interest-Bearing Accounts$758$6,133▲ $5,375
Total Assets$8,886,143$8,869,057▼ $17,086
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$8,886,143$8,869,057▼ $17,086
Total Liabilities and Net Assets / Fund Balance$8,886,143$8,869,057▼ $17,086
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleBaseTotal
-Trustee$36,371$36,371
Revenue and Support

Revenue Composition

Contributions and Grants
$223,700
Program Service Revenue
$0
Investment Income
$141,317
Other Revenue
$0
All Other Contributions
$223,700
Change in Net Assets
$-20,406
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$344,950
Salaries, Compensation, and Employee Benefits$36,371
Other Expenses$4,102
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$344,950--$344,950
Current Officers, Directors, Trustees, and Key Employees$18,186$18,185-$36,371
Other Expenses-$3,102-$3,102
Fees for Services Accounting-$1,000-$1,000
Total Functional Expenses$363,136$22,287$0$385,423
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of CharlestonCharleston, WV501(c)(3)Scholarship Awards for Students Attending University of Charleston$68,000
Wvu FoundationMorgantown, WV501(c)(3)Scholarship Awards for Students Attending Wvu - Institute of Technology$59,230
Wheeling UniversityWheeling, WV501(c)(3)Scholarship Awards for Students Attending Wheeling Jesuit University$26,400
Washington & Lee UniversityLexington, VA501(c)(3)Scholarship Awards for Students Attending Washington & Lee University$26,100
Randolph CollegeLynchburg, VA501(c)(3)Scholarship Awards for Students Attending Randolph College$25,300
Davis & Elkins CollegeElkins, WV501(c)(3)Scholarship Awards for Students Attending Davis & Elkins College$23,600
Bethany CollegeBethany, WV501(c)(3)Scholarship Awards for Students Attending Bethany College$19,000
West Virginia State University FoundationInstitute, WV501(c)(3)Scholarship Awards for Students Attending West Virginia University$18,360
Alderson-broaddus CollegePhillipi, WV501(c)(3)Scholarship Awards for Students Attending Alderson-broaddus College$16,800
Wv Wesleyan CollegeBuckhannon, WV501(c)(3)Scholarship Awards for Students Attending W Va Wesleyan College$16,800
University of Notre DameNotre Dame, IN501(c)(3)Scholarship Awards for Students Attending University of Notre Dame$12,600
Wittenberg UniversitySpringfield, OH501(c)(3)Scholarship Awards for Students Attending Wittenberg University$12,600
Wv School of Osteopathic MedLewisburg, WV501(c)(3)Scholarship Awards for Students Attending West Virginia University West Virginia University Health Sciences$10,600
Marshall UniversityHuntington, WV501 (c)(3)Scholarship Awards for Students Attending Marshall University$9,560
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 return for approval prior to filing of the return with the government.”

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
8042737445
Address
PO BOX 919798, ORLANDO, FL 32891-9798

Signing Officer

Name
Truist Bank
Title
Director
Phone
8042737445
Signed
2023-04-24
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

“2022 Transactions Posted in 2023 of ($11,658); 2021 Transactions Posted in 2022 of $16,497, PY Accrued interest carryforward to 2022 of $455, Wash sale adjustments of ($1,960), Mutual Fund Earnings of ($6) and Rounding of ($8).”

Raw XML AppendixShowing 400 of 819 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 ESTABLISHED 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.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3WHILE THE SUPPORTED ORGANIZATION RELIES ON THE EXPERIENCE AND EXPERTISE OF THE INSTITUTIONAL TRUSTEE TO INVEST AND MANAGE THE INVESTMENTS IN THE TRUST, DUE TO THE CLOSE AND CONTINUOUS RELATIONSHIP, THE SUPPORTED ORGANIZATION HAS A SIGNIFICANT VOICE IN INVESTMENT DECISIONS.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2LINE 1 CONT.
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt70
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt130
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt09560
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt312600
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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
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt7UNIVERSITY OF CHARLESTON
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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
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/BusinessNameLine1Txt7WV WESLEYAN COLLEGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8ALDERSON-BROADDUS COLLEGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9WEST VIRGINIA STATE UNIVERSITY FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt10WV SCHOOL OF OSTEOPATHIC MED
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt11WHEELING UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt12MARSHALL UNIVERSITY

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,869,057
Liabilities
$0
Net assets
$8,869,057
Revenue
$365,017
Expenses
$385,423
Net income
-$20,406
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$8.87$0.00$8.87$0.37$0.39$0.02
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
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