Civic Intelligence

Wv Trio

EIN 47-5482947 • 501(c)3 • Charleston, WV

Profile

Promote equal educational opportunity

PO Box 5613Charleston, WV 25361

wvtrio.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

60th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

62nd percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

86th percentile

40%

Higher net margin than 86% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

31st percentile

-21%

Faster asset growth than 31% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

7th percentile

-91%

Faster revenue growth than 7% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$63,703

Down $17,037 (-21%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$63,703

Down $17,037 (-21%) from 2022

Operations
Liabilities / Revenue62nd percentileNet Margin86th percentile

Revenue

Down

$5,162

Down $52,870 (-91%) from 2022

Expenses

Down

$3,100

Down $50,991 (-94%) from 2022

Net Income

Down

$2,062

Down $1,879 (-48%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth31st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$100K$50K$0Assets 2019: $43,405Liabilities 2019: $0Net Assets 2019: $43,4052019Assets 2020: $56,711Liabilities 2020: $0Net Assets 2020: $56,7112020Assets 2021: $76,799Liabilities 2021: $0Net Assets 2021: $76,7992021Assets 2022: $80,740Liabilities 2022: $0Net Assets 2022: $80,7402022Assets 2023: $63,703Liabilities 2023: $0Net Assets 2023: $63,7032023

Highlighted filing

2023

Assets$63,703
Liabilities$0
Net Assets$63,703
Open 2023 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0Revenue 2019: $58,766Expenses 2019: $43,210Net Income 2019: $15,5562019Revenue 2020: $56,149Expenses 2020: $42,843Net Income 2020: $13,3062020Revenue 2021: $40,461Expenses 2021: $20,373Net Income 2021: $20,0882021Revenue 2022: $58,032Expenses 2022: $54,091Net Income 2022: $3,9412022Revenue 2023: $5,162Expenses 2023: $3,100Net Income 2023: $2,0622023

Highlighted filing

2023

Revenue$5,162
Expenses$3,100
Net Income$2,062
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$63,703
Liabilities
$0
Net assets
$63,703
Revenue
$5,162
Expenses
$3,100
Net income
$2,062
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$63.7$0.00$63.7$5.16$3.10$2.06
2022Detailed filing. Detailed filing data is available for this year.$80.7$0.00$80.7$58.0$54.1$3.94
2021Detailed filing. Detailed filing data is available for this year.$76.8$0.00$76.8$40.5$20.4$20.1
2020Detailed filing. Detailed filing data is available for this year.$56.7$0.00$56.7$56.1$42.8$13.3
2019Detailed filing. Detailed filing data is available for this year.$43.4$0.00$43.4$58.8$43.2$15.6
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Aug 31, 2023
Signed
Jan 25, 2024
Return Version
2023v4.0
Gross Receipts
$5,162
Mission and Program Overview

Mission

Promote equal educational opportunity

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS AND GRANTS-$3,000
CONFERENCES TO BROADEN ACCESS AND RETAIN TO POST-SECONDARY EDUCATION-$100
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
OWEN HOWESTreasurer-$0--
TAJMARIE ROWEPresident-Elect-$0--
CHELSEY TOMSPast-President-$0--
JOSELIN FUENTESPresident-$0--
Filing and Contact Details

Filer

Filer Name
Wv Trio
EIN
47-5482947
Address
PO BOX 5613, CHARLESTON, WV 25361

Signing Officer

Name
Owen Howes
Title
Treasurer
Phone
3043261261
Signed
2024-01-25
Discuss with paid preparer
Yes

Preparer

Firm
Mason & Breighner Pa
Address
5 ORMAND STREET, FROSTBURG, MD 21532
Preparer
Laura Breighner
Phone
3016895444
Supplemental Narrative

Additional Explanations

List of grants and similar amounts paid Part I line 10

“Activity scholarships grantee various amount 3,000”

Description of other expenses Part I line 16

“Description amountbank fees 100”

Raw XML Appendix165 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/PersonNm0OWEN HOWES
IRS990EZ/BooksInCareOfDetail/PhoneNum03043261261
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0223 WEST MAIN STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SALEM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WV
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd026426
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt061641
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt063703
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt0162
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt02062
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt061641
IRS990EZ/Form990TotalAssetsGrp/EOYAmt063703
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03000
IRS990EZ/GrossReceiptsAmt05162
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt061641
IRS990EZ/NetAssetsOrFundBalancesEOYAmt063703
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt061641
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt063703
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0OWEN HOWES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TAJMARIE ROWE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHELSEY TOMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOSELIN FUENTES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PRESIDENT-ELECT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PAST-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt0100
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE EQUAL EDUCATIONAL OPPORTUNITY
IRS990EZ/ProgramServiceRevenueAmt05000
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS AND GRANTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CONFERENCES TO BROADEN ACCESS AND RETAIN TO POST-SECONDARY EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt1100
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt03100
IRS990EZ/TotalProgramServiceExpensesAmt03100
IRS990EZ/TotalRevenueAmt05162
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WVTRIO.ORG/
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0162
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07011
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08902
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07209
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt07900
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt031184
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt08
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt05000
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt024614
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt049128
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt033250
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt048247
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0160239
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt08
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0191423
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt05162
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt031625
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt058030
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt040459
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt056147
IRS990ScheduleA/Total509Grp/TotalAmt0191423
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt05162
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt031627
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt058032
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt040461
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt056149
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0191431
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY SCHOLARSHIPS GRANTEE VARIOUS AMOUNT 3,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION AMOUNTBANK FEES 100
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0OWEN HOWES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03043261261
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-01-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WV TRIO
ReturnHeader/Filer/BusinessNameControlTxt0WVTR
ReturnHeader/Filer/EIN0475482947
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 5613
ReturnHeader/Filer/USAddress/CityNm0CHARLESTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WV
ReturnHeader/Filer/USAddress/ZIPCd025361
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0521755530
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MASON & BREIGHNER PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05 ORMAND STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FROSTBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd021532
ReturnHeader/PreparerPersonGrp/PhoneNum03016895444
ReturnHeader/PreparerPersonGrp/PreparationDt02024-02-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Laura Breighner
ReturnHeader/ReturnTs02024-02-05T11:11:50-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0OWEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HOWES
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02023-08-31
ReturnHeader/TaxYr02023

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