Civic Intelligence

Kanawha County Class Action Settlement 2009 C

990PF • Fiscal year 2021 • EIN 32-6098222

Jan 01, 2021 to Dec 31, 2021 • Filed on Sep 27, 2022

Organization Profile
C/O Snt 907 3rd Avenue Suite 220Huntington, WV 25701

(844) 378-0716

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

23rd percentile

0.00x

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

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

18th percentile

-6.0%

Higher net margin than 18% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

37th percentile

$22,408

Higher top officer pay than 37% of similar nonprofits.

Top officer pay equals 4.5% of source-year revenue.

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

23rd percentile

-0.5%

Faster asset growth than 23% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

26th percentile

-2.8%

Faster revenue growth than 26% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets24th percentile

Assets

Down

$5,868,504

Down $29,757 (-0.5%) from 2020

Net Assets

Down

$5,868,504

Down $29,757 (-0.5%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue23rd percentileNet Margin18th percentile

Revenue

Down

$493,762

Down $14,231 (-2.8%) from 2020

Expenses

Down

$523,519

Down $110,994 (-17%) from 2020

Net Income

Up

-$29,757

Up $96,763 (+76%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth23rd percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2012: $7,620,916Liabilities 2012: $0Net Assets 2012: $7,620,9162012Assets 2013: $7,817,159Liabilities 2013: $0Net Assets 2013: $7,817,1592013Assets 2014: $7,371,247Liabilities 2014: $0Net Assets 2014: $7,371,2472014Assets 2015: $7,154,364Liabilities 2015: $0Net Assets 2015: $7,154,3642015Assets 2016: $7,252,734Liabilities 2016: $0Net Assets 2016: $7,252,7342016Assets 2017: $6,718,656Liabilities 2017: $0Net Assets 2017: $6,718,6562017Assets 2018: $6,409,387Liabilities 2018: $0Net Assets 2018: $6,409,3872018Assets 2019: $6,024,800Liabilities 2019: $0Net Assets 2019: $6,024,8002019Assets 2020: $5,898,261Liabilities 2020: $0Net Assets 2020: $5,898,2612020Assets 2021: $5,868,504Liabilities 2021: $0Net Assets 2021: $5,868,5042021Assets 2022: $5,465,507Liabilities 2022: $0Net Assets 2022: $5,465,5072022Assets 2023: $5,136,014Liabilities 2023: $0Net Assets 2023: $5,136,0142023Assets 2024: $4,992,511Liabilities 2024: $0Net Assets 2024: $4,992,5112024

Highlighted filing

2021

Assets$5,868,504
Liabilities$0
Net Assets$5,868,504
Open 2021 Filing

Operations Trend

Revenue Growth26th percentile

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

$1.0M$500K$0-$500K-$1.0MExpenses 2012: $584,2262012Revenue 2013: $255,585Expenses 2013: $57,580Net Income 2013: $198,0052013Revenue 2014: $200,474Expenses 2014: $645,317Net Income 2014: -$444,8432014Revenue 2015: $530,217Expenses 2015: $747,646Net Income 2015: -$217,4292015Revenue 2016: $573,035Expenses 2016: $489,647Net Income 2016: $83,3882016Revenue 2017: $383,462Expenses 2017: $920,653Net Income 2017: -$537,1912017Revenue 2018: $255,706Expenses 2018: $568,832Net Income 2018: -$313,1262018Revenue 2019: $305,065Expenses 2019: $693,743Net Income 2019: -$388,6782019Revenue 2020: $507,993Expenses 2020: $634,513Net Income 2020: -$126,5202020Revenue 2021: $493,762Expenses 2021: $523,519Net Income 2021: -$29,7572021Revenue 2022: -$70,858Expenses 2022: $332,139Net Income 2022: -$402,9972022Revenue 2023: $8,646Expenses 2023: $338,139Net Income 2023: -$329,4932023Revenue 2024: $179,972Expenses 2024: $286,000Net Income 2024: -$106,0282024

Highlighted filing

2021

Revenue$493,762
Expenses$523,519
Net Income-$29,757
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 27, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay37th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Former TrustPT$22,408-$22,408
-TrusteePT$2,166-$2,166
Filing and Contact Details

Filer

Filer Name
Kanawha Co Class Action Settle 2009
EIN
32-6098222
Phone
8443780716
Address
C/O SNT 907 3RD AVENUE SUITE 220, HUNTINGTON, WV 25701

Signing Officer

Name
Security National Trust Company
Title
Trustee
Phone
8443780716
Signed
2022-09-27
Discuss with paid preparer
Yes

Preparer

Firm
Ellis & Ellis Pllc
Address
500 VIRGINIA ST E STE 1000, CHARLESTON, WV 25301
Preparer
Alan M Hedge
Phone
3043424169
Raw XML Appendix330 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt01000
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01000
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CORPORATE BONDS HELD BY SNT
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1CORPORATE BONDS-VARIOUS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0707960
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0701453
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0973342
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt135433
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt22521612
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01328609
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt126560
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt22546071
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCK HELD BY SNT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1VANECK EMERGING MARKETS I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2CORPOARTE STOCK TRUIST 275
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3CORPORATE STOCK-VARIOUS
IRS990PF/AddressChangeInd0X
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0122312
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0371450
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0493762
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0493762
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0371450
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt012288
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt024574
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0468764
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0468764
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0116228
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0122312
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-29757
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt07561685
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0371450
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0454255
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt020500
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt020500
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0635
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt08681
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0469764
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt033423
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0523519
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0487678
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0493762
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01000
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt033423
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt054755
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02021-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22021-01-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42016-08-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52019-12-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62015-06-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72018-08-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82015-05-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0763211
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1208100
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt24136139
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt32061804
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4944
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt53079
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt63740
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt710000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt83218
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt072861
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1179817
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-44872
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3115402
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt41057
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5920
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt61260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt72951
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt817
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt072861
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1179817
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-44872
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3115402
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt41057
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5920
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt61260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt72951
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt817
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0836072
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1387917
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt24091267
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt32177206
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt42001
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt53999
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt65000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt712951
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt83235
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd8P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0SEE ATTACHED SCHEDULE 284
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1SEE ATTACHED SCHEDULE 284
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2SEE ATTACHED SCHEDULE 275
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3SEE ATTACHED SCHEDULE 275
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4CLEARBRIDGE LARGE CAP GROWTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5CLEARBRIDGE LARGE CAP GROWTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6DODGE & COX
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7HARDING LOEVNER INT'L EQUITY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8METROPOLITAN WEST TOTAL RETURN BOND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42021-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52021-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62021-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72021-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82021-10-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0371450
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt027989
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-29757
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt05868504
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt05898261
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt05868504
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0317810
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0317810
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0317810
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0324124
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt06314
IRS990PF/DistributableAmountGrp/TotalTaxAmt06314
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02344
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt020
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04878
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt03800
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/Form2220AttachedInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt06314
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02344
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt06314
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt06314
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt08678
IRS990PF/FMVAssetsEOYAmt06325981
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt05898261
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt05868504
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt095072
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0153573
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0153573
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt02577512
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0707960
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0701453
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01317861
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03530387
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03901240
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt05898261
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt05868504
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt06325981
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt05898261
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt05868504
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt05898261
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt05868504
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt01907816
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt01476584
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt01569715
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt06581197
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0200810
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt06380387
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt098718
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0324124
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt06482479
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt06581197
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt012.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt112.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0SECURITY NATIONAL TRUST COMPANY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt1TRUIST BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine2Txt0SECURITY NATIONAL TRUST COMPANY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt02166
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt122408
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1FORMER TRUST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0907 3RD AVENUE SUITE 220
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1300 SUMMERS STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0HUNTINGTON
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0469764
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0469764
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0907 3RD AVENUE SUITE 220
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HUNTINGTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WV
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd025701
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WV
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0SECURITY NATIONAL TRUST COMPANY
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine2Txt0SECURITY NATIONAL TRUST COMPANY
IRS990PF/StatementsRegardingActyGrp/PhoneNum08443780716
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0468764
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATIONAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0WEST VIRGINIA UNIVERSITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine2Txt0WEST VIRGINA UNIVERSITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 1650
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt0PO BOX 1650
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MORGANTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WV
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0468764
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0317810
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0317810
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0275879
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0345539
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0186792
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0496342
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt090159
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt090159
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01456506
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0151954
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0275879
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0345539
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0186792
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0496342
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0469764
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0151954
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01546665
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt01394711
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt020500
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt020500
TaxesSchedule/TaxesDetail/Amt03168
TaxesSchedule/TaxesDetail/Amt14878
TaxesSchedule/TaxesDetail/Amt2635
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX-PRIOR YEAR
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX PAID-CURRENT YEAR
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAXES WITHHELD
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0635
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SECURITY NATIONAL TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08443780716
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0KANAWHA CO CLASS ACTION SETTLE 2009
ReturnHeader/Filer/BusinessNameControlTxt0KANA
ReturnHeader/Filer/EIN0326098222
ReturnHeader/Filer/PhoneNum08443780716
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O SNT 907 3RD AVENUE SUITE 220
ReturnHeader/Filer/USAddress/CityNm0HUNTINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WV
ReturnHeader/Filer/USAddress/ZIPCd025701
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0550771644
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ELLIS & ELLIS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 VIRGINIA ST E STE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLESTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd025301
ReturnHeader/PreparerPersonGrp/PhoneNum03043424169
ReturnHeader/PreparerPersonGrp/PreparationDt02022-09-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALAN M HEDGE
ReturnHeader/ReturnTs02022-10-05T15:28:24-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MELONY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FITZWATER
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$5,868,504
Liabilities
$0
Net assets
$5,868,504
Revenue
$493,762
Expenses
$523,519
Net income
-$29,757
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.99$0.00$4.99$0.18$0.29$0.11
2023Detailed filing. Detailed filing data is available for this year.$5.14$0.00$5.14$0.01$0.34$0.33
2022Detailed filing. Detailed filing data is available for this year.$5.47$0.00$5.47$0.07$0.33$0.40
2021Detailed filing. Detailed filing data is available for this year.$5.87$0.00$5.87$0.49$0.52$0.03
2020Detailed filing. Detailed filing data is available for this year.$5.90$0.00$5.90$0.51$0.63$0.13
2019Detailed filing. Detailed filing data is available for this year.$6.02$0.00$6.02$0.31$0.69$0.39
2018Detailed filing. Detailed filing data is available for this year.$6.41$0.00$6.41$0.26$0.57$0.31
2017Detailed filing. Detailed filing data is available for this year.$6.72$0.00$6.72$0.38$0.92$0.54
2016Detailed filing. Detailed filing data is available for this year.$7.25$0.00$7.25$0.57$0.49$0.08
2015Detailed filing. Detailed filing data is available for this year.$7.15$0.00$7.15$0.53$0.75$0.22
2014Detailed filing. Detailed filing data is available for this year.$7.37$0.00$7.37$0.20$0.65$0.44
2013Detailed filing. Detailed filing data is available for this year.$7.82$0.00$7.82$0.26$0.06$0.20
2012Detailed filing. Detailed filing data is available for this year.$7.62$0.00$7.62$0.58
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2021 filings • $5M-$10M nonprofits