Civic Intelligence

Wv Trio

990EZ • Fiscal year 2020 • EIN 47-5482947

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 09, 2020

Organization ProfileWVTRIO.ORG
PO Box 5613Charleston, WV 25361

(304) 293-6199

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

73rd percentile

24%

Higher net margin than 73% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

73rd percentile

31%

Faster asset growth than 73% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

59th percentile

-4.5%

Faster revenue growth than 59% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$56,711

Up $13,306 (+31%) from 2019

Net Assets

Up

$56,711

Up $13,306 (+31%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin73rd percentile

Revenue

Down

$56,149

Down $2,617 (-4.5%) from 2019

Expenses

Down

$42,843

Down $367 (-0.8%) from 2019

Net Income

Down

$13,306

Down $2,250 (-14%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth73rd percentile

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

$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

2020

Assets$56,711
Liabilities$0
Net Assets$56,711
Open 2020 Filing

Operations Trend

Revenue Growth59th percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$56,149
Expenses$42,843
Net Income$13,306
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 9, 2020
Return Version
2019v5.1
Gross Receipts
$56,149
Mission and Program Overview

Mission

Promote equal educational opportunity

Program Services

DescriptionGrantsExpenses
CONFERENCES TO BROADEN ACCESS AND RETAIN TO POST-SECONDARY EDUCATION-$36,969
SCHOLARSHIPS AND GRANTS$3,875$3,200
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LANDON SOUTHERLYTreasurer-$0--
CYNTHIA COPNEYPast-President-$0--
CYNTHIA DRUMMPresident-$0--
VIVIAN CESPEDESPresident-Elect-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Landon Southerly
Title
Treasurer
Phone
3042936199
Signed
2020-10-09
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

Description of other revenue Part I line 8

“Description amountinterest income 2”

List of grants and similar amounts paid Part I line 10

“Activity scholarships grantee various amount 3,200”

Description of other expenses Part I line 16

“Description amounttravel expenses 741dues and memberships 350filing fee 25bank fees 1,067concference hotel 88reception and banquet meals 22,891conference supplies 3,376conference facility 1,086awards 207conference vendors 520”

Raw XML Appendix155 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/PersonNm0LANDON SOUTHERLY
IRS990EZ/BooksInCareOfDetail/PhoneNum03042936199
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 6891
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0MORGANTOWN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WV
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0265066891
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt043405
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt056711
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03875
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt013306
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt09200
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt043405
IRS990EZ/Form990TotalAssetsGrp/EOYAmt056711
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03200
IRS990EZ/GrossReceiptsAmt056149
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt04025
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt043405
IRS990EZ/NetAssetsOrFundBalancesEOYAmt056711
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt043405
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt056711
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/PersonNm0LANDON SOUTHERLY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CYNTHIA COPNEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CYNTHIA DRUMM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3VIVIAN CESPEDES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PAST-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3PRESIDENT-ELECT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt030351
IRS990EZ/OtherRevenueTotalAmt02
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE EQUAL EDUCATIONAL OPPORTUNITY
IRS990EZ/PrintingPublicationsPostageAmt092
IRS990EZ/ProgramServiceRevenueAmt048247
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS AND GRANTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CONFERENCES TO BROADEN ACCESS AND RETAIN TO POST-SECONDARY EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03875
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03200
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt136969
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt042843
IRS990EZ/TotalProgramServiceExpensesAmt040169
IRS990EZ/TotalRevenueAmt056149
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WVTRIO.ORG/
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07900
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt08236
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt016136
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt04
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt048247
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt050528
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt098775
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt04
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0114911
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt056147
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt058764
IRS990ScheduleA/Total509Grp/TotalAmt0114911
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt056149
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt058766
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0114915
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTINTEREST INCOME 2
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY SCHOLARSHIPS GRANTEE VARIOUS AMOUNT 3,200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTTRAVEL EXPENSES 741DUES AND MEMBERSHIPS 350FILING FEE 25BANK FEES 1,067CONCFERENCE HOTEL 88RECEPTION AND BANQUET MEALS 22,891CONFERENCE SUPPLIES 3,376CONFERENCE FACILITY 1,086AWARDS 207CONFERENCE VENDORS 520
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1List of grants and similar amounts paid Part I line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Description of other expenses Part I line 16
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LANDON SOUTHERLY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03042936199
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-09
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0BEE2B90A91B713A50A638D912DE6743462500E36
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0BEE2B90A91B713A50A638D912DE6743462500E36
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId05254632020297qgs5qac
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-10-23
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.60.10.53
ReturnHeader/FilingSecurityInformation/IPDt02020-10-23
ReturnHeader/FilingSecurityInformation/IPTm015:18:10
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/PreparationDt02020-10-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Laura Breighner
ReturnHeader/ReturnTs02020-10-23T15:15:36-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$56,711
Liabilities
$0
Net assets
$56,711
Revenue
$56,149
Expenses
$42,843
Net income
$13,306
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