Civic Intelligence

West Virginia Emulation Endowment Trust

990 • Fiscal year 2025 • EIN 23-7010922

Jan 01, 2025 to Dec 31, 2025

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

5th percentile

0.00x

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

2025 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

5th percentile

0.00x

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

2025 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

90th percentile

48%

Higher net margin than 90% of similar nonprofits.

2025 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

15th percentile

$42,975

Higher top officer pay than 15% of similar nonprofits.

Top officer pay equals 5.3% of source-year revenue.

2025 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2025

Asset Growth

46th percentile

3.5%

Faster asset growth than 46% of similar nonprofits.

2025 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

9th percentile

-23%

Faster revenue growth than 9% of similar nonprofits.

2025 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$10,188,564

Up $1,302,421 (+15%) from 2021

Net Assets

Up

$10,188,564

Up $1,302,421 (+15%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin90th percentile

Revenue

Up

$810,369

Up $239,789 (+42%) from 2021

Expenses

Up

$421,534

Up $118,580 (+39%) from 2021

Net Income

Up

$388,835

Up $121,209 (+45%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$15M$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 2025: $10,188,564Liabilities 2025: $0Net Assets 2025: $10,188,5642025

Highlighted filing

2025

Assets$10,188,564
Liabilities$0
Net Assets$10,188,564
Open 2025 Filing

Operations Trend

Revenue Growth9th percentile

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

$1.0M$500K$0-$500KRevenue 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 2025: $810,369Expenses 2025: $421,534Net Income 2025: $388,8352025

Highlighted filing

2025

Revenue$810,369
Expenses$421,534
Net Income$388,835
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Apr 13, 2026
Return Version
2025v4.0
Gross Receipts
$10,319,401
Mission and Program Overview

Mission

Support of specified educational institutions

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$9,841,634$10,188,564▲ $346,930
Investments in Publicly Traded Securities$9,205,922$9,961,905▲ $755,983
Savings and Temporary Cash Investments$635,712$226,659▼ $409,053
Total Assets$9,841,634$10,188,564▲ $346,930
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$9,841,634$10,188,564▲ $346,930
Total Liabilities and Net Assets / Fund Balance$9,841,634$10,188,564▲ $346,930
Compensation and Service Providers
Top Officer Pay15th percentile

Employees

NameTitleBaseTotal
-Trustee$42,975$42,975
Revenue and Support

Revenue Composition

Contributions and Grants
$13,550
Program Service Revenue
$0
Investment Income
$796,819
Other Revenue
$0
All Other Contributions
$13,550
Change in Net Assets
$388,835
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$375,000
Salaries, Compensation, and Employee Benefits$42,975
Other Expenses$3,559
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$375,000--$375,000
Current Officers, Directors, Trustees, and Key Employees$21,488$21,487-$42,975
Other Expenses-$2,559-$2,559
Fees for Services Accounting-$1,000-$1,000
Total Functional Expenses$396,488$25,046$0$421,534
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of CharlestonCharleston, WV501(c)(3)Scholarship Awards for Students Attending University of Charleston$69,700
Wvu FoundationMorgantown, WV501(c)(3)Scholarship Awards for Students Attending Wvu Foundation Programs$64,100
Wv School of Osteopathic MedLewisburg, WV501(c)(3)Scholarship Awards for Students Attending West Virginia School of Osteopathic Med$44,700
Wheeling UniversityWheeling, WV501(c)(3)Scholarship Awards for Students Attending Wheeling Jesuit University$27,200
Washington & Lee UniversityLexington, VA501(c)(3)Scholarship Awards for Students Attending Washington & Lee University$26,800
Randolph CollegeLynchburg, VA501(c)(3)Scholarship Awards for Students Attending Randolph College$26,000
Davis & Elkins CollegeElkins, WV501(c)(3)Scholarship Awards for Students Attending Davis & Elkins College$24,300
Marshall UniversityHuntington, WV501 (c)(3)Scholarship Awards for Students Attending Marshall University$20,400
Bethany CollegeBethany, WV501(c)(3)Scholarship Awards for Students Attending Bethany College$19,500
Wv Wesleyan CollegeBuckhannon, WV501(c)(3)Scholarship Awards for Students Attending W Va Wesleyan College$17,300
University of Notre DameNotre Dame, IN501(c)(3)Scholarship Awards for Students Attending University of Notre Dame$13,000
Wittenberg UniversitySpringfield, OH501(c)(3)Scholarship Awards for Students Attending Wittenberg University$13,000
West Virginia State UniversityInstitute, WV501(c)(3)Scholarship Awards for Students Attending West Virginia University$9,000
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
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
2026-04-13
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

“Wash sale cost basis adjustments of ($15,113), 2024 sales posted in 2025 of ($12,767), 2025 transactions posted in 2026 of ($28,449), 2024 transactions posted in 2025 of $18,072 and return of capital adjustment of ($3,648).”

Raw XML AppendixShowing 400 of 785 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/ExplanationTxt0TRUST WAS IN EXISTENCE ON NOV 20, 1970, HAS CONTINUOUSLY SUPPORTED EDUCATIONAL ORGANIZATIONS SINCE NOV 20, 1970 AND HAS MAINTAINED CONTINUOUS RELATIONSHIP WITH EDUCATIONAL ORGANIZATIONS SINCE INCEPTION
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/ExplanationTxt3THE 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/ExplanationTxt4WHILE 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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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,188,564
Liabilities
$0
Net assets
$10,188,564
Revenue
$810,369
Expenses
$421,534
Net income
$388,835
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$10.2$0.00$10.2$0.81$0.42$0.39
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