Civic Intelligence

Longwood Philanthropic Planning Inc.

990EZ • Fiscal year 2018 • EIN 46-5445049

Jan 01, 2018 to Dec 31, 2018 • Filed on Jan 14, 2019

Organization ProfileWWW.LONGWOOD.EDU/LONGWOODTRUST
201 High StFarmville, VA 23909-1801

(434) 395-2016

Siviq Scores

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

Liabilities / Assets

99th percentile

17.10x

Higher debt load relative to assets than 99% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2018

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

6th percentile

-66%

Faster asset growth than 6% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets99th percentile

Assets

Down

$5,849

Down $11,549 (-66%) from 2017

Net Assets

Down

-$94,151

Down $11,549 (-14%) from 2017

Liabilities

Flat

$100,000

Flat from 2017

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$11,549

Up $808 (+7.5%) from 2017

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth6th percentile

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

$10M$5.0M$0-$5.0MAssets 2014: $77,131Liabilities 2014: $100,0002014Assets 2015: $59,835Liabilities 2015: $100,0002015Assets 2016: $41,862Liabilities 2016: $113,723Net Assets 2016: -$71,8612016Assets 2017: $17,398Liabilities 2017: $100,000Net Assets 2017: -$82,6022017Assets 2018: $5,849Liabilities 2018: $100,000Net Assets 2018: -$94,1512018Assets 2019: $4,264,106Liabilities 2019: $570,007Net Assets 2019: $3,694,0992019Assets 2020: $7,074,445Liabilities 2020: $261,859Net Assets 2020: $6,812,5862020Assets 2021: $8,606,766Liabilities 2021: $248,014Net Assets 2021: $8,358,7522021Assets 2022: $1,337,505Liabilities 2022: $211,376Net Assets 2022: $1,126,1292022Assets 2023: $1,037,391Liabilities 2023: $179,346Net Assets 2023: $858,0452023Assets 2024: $1,006,347Liabilities 2024: $279,245Net Assets 2024: $727,1022024

Highlighted filing

2018

Assets$5,849
Liabilities$100,000
Net Assets-$94,151
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0-$5.0M-$10MRevenue 2014: $1Expenses 2014: $22,870Net Income 2014: -$22,8692014Revenue 2015: $0Expenses 2015: $17,296Net Income 2015: -$17,2962015Expenses 2016: $31,6962016Expenses 2017: $10,7412017Expenses 2018: $11,5492018Revenue 2019: $4,390,066Expenses 2019: $601,816Net Income 2019: $3,788,2502019Revenue 2020: $7,232,253Expenses 2020: $4,113,766Net Income 2020: $3,118,4872020Revenue 2021: $2,772,466Expenses 2021: $1,226,300Net Income 2021: $1,546,1662021Revenue 2022: $1,435,496Expenses 2022: $8,665,839Net Income 2022: -$7,230,3432022Revenue 2023: $2,589,076Expenses 2023: $2,857,160Net Income 2023: -$268,0842023Revenue 2024: $3,095,439Expenses 2024: $3,226,382Net Income 2024: -$130,9432024

Highlighted filing

2018

Revenue-
Expenses$11,549
Net Income-
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jan 14, 2019
Return Version
2018v3.1
Mission and Program Overview

Mission

To support the educational and charitable purposes of longwood university.

Program Services

DescriptionGrantsExpenses
SUPPORT OF LONGWOOD UNIVERSITY EDUCATIONAL MISSION DIRECTIVES.--
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARIANNE M RADCLIFFChair-$0--
JUSTIN POPEAssistant Se-$0--
J WILLIAM GRAYSecretary-$0--
SCOTT NYSTROMTreasurer-$0--
W TAYLOR REVELEY IVDirector-$0--
BRIAN BALLDirector-$0--
RONALD WHITEVice Chair-$0--
WINTER BENDADirector-$0--
Filing and Contact Details

Filer

Filer Name
Longwood University Trust
EIN
46-5445049
Address
201 HIGH ST, FARMVILLE, VA 23909-1801

Signing Officer

Name
Justin Pope
Title
Assistant Secretary
Phone
4343952016
Signed
2019-01-14
Discuss with paid preparer
Yes

Preparer

Firm
J Brocklehurst CPA Pllc
Address
3900 WESTERRE PARKWAY SUITE 300, RICHMOND, VA 23233
Preparer
Janet L Brocklehurst
Phone
8047270120
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 16

“Expenses bank fees 299 licenses and fees 25 total 324”

Form 990-ez, Part II, Line 26

“Due to longwood university 100,000 100,000”

Raw XML Appendix136 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JUSTINE POPE
IRS990EZ/BooksInCareOfDetail/PhoneNum04343952016
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0201 HIGH ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FARMVILLE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0VA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0239091801
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt017398
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt05849
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-11549
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt011225
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt017398
IRS990EZ/Form990TotalAssetsGrp/EOYAmt05849
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0-82602
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0-94151
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0-82602
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0-94151
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MARIANNE M RADCLIFF
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JUSTIN POPE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2J WILLIAM GRAY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SCOTT NYSTROM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4W TAYLOR REVELEY IV
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BRIAN BALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6RONALD WHITE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7WINTER BENDA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1ASSISTANT SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6VICE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt0324
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO SUPPORT THE EDUCATIONAL AND CHARITABLE PURPOSES OF LONGWOOD UNIVERSITY.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SUPPORT OF LONGWOOD UNIVERSITY EDUCATIONAL MISSION DIRECTIVES.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0VA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0100000
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0100000
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt011549
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.LONGWOOD.EDU/LONGWOODTRUST
IRS990ScheduleA/CollegeOrganizationInd0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE LONGWOOD UNIVERSITY TRUST WAS FORMED IN 2014 TO BECOME A CLEARING HOUSE FOR DONATIONS AND GIFTS FOR LONGWOOD UNIVERSITY. THE TRUST HAS BEEN OPERATIONAL SINCE THAT TIME, BUT DID NOT BEGIN RECEIVING SIGNIFICANT GIFTS UNTIL 2019.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SUPPLEMENTAL INFORMATION
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01
IRS990ScheduleA/PublicSupportCY170Pct00.50000
IRS990ScheduleA/PublicSupportTotal170Amt01
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01
IRS990ScheduleA/TotalSupportAmt02
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPENSES BANK FEES 299 LICENSES AND FEES 25 TOTAL 324
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DUE TO LONGWOOD UNIVERSITY 100,000 100,000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02020-03-31 21:24:44Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JUSTIN POPE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ASSISTANT SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum04343952016
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-01-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LONGWOOD UNIVERSITY TRUST
ReturnHeader/Filer/BusinessNameControlTxt0LONG
ReturnHeader/Filer/EIN0465445049
ReturnHeader/Filer/USAddress/AddressLine1Txt0201 HIGH ST
ReturnHeader/Filer/USAddress/CityNm0FARMVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd0239091801
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DB0FBEEF7EEEA80663D85D339B0F12A6D73025F3
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08866F9BCB5F7845A15B06C9E5D5F1F6120B54630
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.38.98.93
ReturnHeader/FilingSecurityInformation/IPDt02019-11-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm010:11:09
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0473172584
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0J BROCKLEHURST CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03900 WESTERRE PARKWAY SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0RICHMOND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023233
ReturnHeader/PreparerPersonGrp/PhoneNum08047270120
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANET L BROCKLEHURST
ReturnHeader/ReturnTs02019-11-14T10:11:09-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,849
Liabilities
$100,000
Net assets
-$94,151
Revenue
-
Expenses
$11,549
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.01$0.28$0.73$3.10$3.23$0.13
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.18$0.86$2.59$2.86$0.27
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.34$0.21$1.13$1.44$8.67$7.23
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.61$0.25$8.36$2.77$1.23$1.55
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.07$0.26$6.81$7.23$4.11$3.12
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.26$0.57$3.69$4.39$0.60$3.79
2018Detailed filing. Detailed filing data is available for this year.$0.01$0.10$0.09$0.01
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.02$0.10$0.08$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.04$0.11$0.07$0.03
2015Summary only. Only limited summary data is available for this year.$0.06$0.10$0.00$0.02$0.02
2014Summary only. Only limited summary data is available for this year.$0.08$0.10$0.00$0.02$0.02