Civic Intelligence

Longwood Philanthropic Planning Inc.

990 • Fiscal year 2019 • EIN 46-5445049

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 04, 2020

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

(434) 395-2000

Siviq Scores

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

Liabilities / Assets

58th percentile

0.13x

Higher debt load relative to assets than 58% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

58th percentile

0.13x

Higher debt load relative to revenue than 58% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

98th percentile

86%

Higher net margin than 98% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

100th percentile

72803%

Faster asset growth than 100% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$4,264,106

Up $4,258,257 (+72803%) from 2018

Net Assets

Up

$3,694,099

Up $3,788,250 (+4024%) from 2018

Liabilities

Up

$570,007

Up $470,007 (+470%) from 2018

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin98th percentile

Revenue

$4,390,066

No earlier filing loaded for comparison.

Expenses

Up

$601,816

Up $590,267 (+5111%) from 2018

Net Income

$3,788,250

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth100th 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

2019

Assets$4,264,106
Liabilities$570,007
Net Assets$3,694,099
Open 2019 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

2019

Revenue$4,390,066
Expenses$601,816
Net Income$3,788,250
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 4, 2020
Return Version
2019v5.0
Gross Receipts
$4,390,066
Mission and Program Overview

Mission

To support the educational and charitable purposes of longwood university.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$5,849$4,264,106▲ $4,258,257
Total Assets$5,849$4,264,106▲ $4,258,257
Liabilities
Other Liabilities$100,000$568,582▲ $468,582
Accounts Payable and Accrued Expenses-$1,425-
Total Liabilities$100,000$570,007▲ $470,007
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$-94,151$3,694,099▲ $3,788,250
Total Net Assets Fund Balance$-94,151$3,694,099▲ $3,788,250
Total Liabilities and Net Assets / Fund Balance$5,849$4,264,106▲ $4,258,257
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
Marianne M RadcliffChair
Ronald WhiteVice - Chair
Brian BallDirector
Eric HansenDirector
W Taylor Reveley IvDirector
Wynter BendaDirector
Justin PopeAssistant Se
J William GraySecretary
Scott NystromTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$4,390,066
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$4,390,066
Change in Net Assets
$3,788,250
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$567,566
Other Expenses$34,250
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$567,566--$567,566
Information Technology-$19,500-$19,500
Fees for Services Accounting-$8,325-$8,325
Office Expenses-$6,425-$6,425
Total Functional Expenses$567,566$34,250$0$601,816
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Longwood UniversityFarmville, VAGovOperations$567,566
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Longwood University Fdn$342,515
Due to Longwood University$218,732
Due to Longwood Univ Real Estate Fdn$7,335
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The 990 is reviewed by the assistant secretary and a copy is made available to board members prior to filing.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are not made available to the general public.”

Filing and Contact Details

Filer

Filer Name
Longwood University Trust
EIN
46-5445049
Phone
4343952000
Address
201 HIGH ST, FARMVILLE, VA 23909-1801

Signing Officer

Name
Justin Pope
Title
Assistant Secretary
Phone
4343952016
Signed
2020-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Justin Pope
Formed
2014
Legal Domicile
Va
Voting Board Members
7
Independent Board Members
6
Employees
0

Preparer

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

Financial Statement Notes

Schedule D, Page 3, Part X

“Management believes that the organization continues to satisfy the requirements of a tax-exempt organization and has evaluated all other tax positions that could have a significant effect on the financial statements and determined the organization had no uncertain income tax positions at year end.”

Raw XML Appendix365 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 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.
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ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-04
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ReturnHeader/FilingSecurityInformation/IPTm017:50:34
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/PreparationDt02020-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JANET L BROCKLEHURST
ReturnHeader/ReturnTs02020-11-11T17:50:34-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,264,106
Liabilities
$570,007
Net assets
$3,694,099
Revenue
$4,390,066
Expenses
$601,816
Net income
$3,788,250
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
2019Detailed filing. Detailed filing data is available for this year.$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