Civic Intelligence

Wv Trio

990EZ • Fiscal year 2021 • EIN 47-5482947

Jul 01, 2020 to Jun 30, 2021 • Filed on Nov 01, 2021

Organization ProfileWVTRIO.ORG
PO Box 5613Charleston, WV 25361

(304) 326-1261

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

86th percentile

50%

Higher net margin than 86% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

75th percentile

35%

Faster asset growth than 75% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

26th percentile

-28%

Faster revenue growth than 26% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$76,799

Up $20,088 (+35%) from 2020

Net Assets

Up

$76,799

Up $20,088 (+35%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin86th percentile

Revenue

Down

$40,461

Down $15,688 (-28%) from 2020

Expenses

Down

$20,373

Down $22,470 (-52%) from 2020

Net Income

Up

$20,088

Up $6,782 (+51%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth75th 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

2021

Assets$76,799
Liabilities$0
Net Assets$76,799
Open 2021 Filing

Operations Trend

Revenue Growth26th 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

2021

Revenue$40,461
Expenses$20,373
Net Income$20,088
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Nov 1, 2021
Return Version
2020v4.1
Gross Receipts
$40,461
Mission and Program Overview

Mission

Promote equal educational opportunity

Program Services

DescriptionGrantsExpenses
CONFERENCES TO BROADEN ACCESS AND RETAIN TO POST-SECONDARY EDUCATION-$12,676
SCHOLARSHIPS AND GRANTS-$4,700
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
OWEN HOWESTreasurer-$0--
CYNTHIA DRUMMPast-President-$0--
VIVIAN CESPEDESPresident-$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
2021-11-01
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 4,700”

Description of other expenses Part I line 16

“Description amounttravel expenses 425dues and memberships 280filing fee 25bank fees 748miscellaneous 148conference supplies 7,476”

Raw XML Appendix152 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/BOYAmt056711
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt076799
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt03009
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt020088
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06432
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt056711
IRS990EZ/Form990TotalAssetsGrp/EOYAmt076799
IRS990EZ/GrantsAndSimilarAmountsPaidAmt04700
IRS990EZ/GrossReceiptsAmt040461
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt04200
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt056711
IRS990EZ/NetAssetsOrFundBalancesEOYAmt076799
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt056711
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt076799
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0OWEN HOWES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1CYNTHIA DRUMM
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2VIVIAN CESPEDES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1PAST-PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt09102
IRS990EZ/OtherRevenueTotalAmt02
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE EQUAL EDUCATIONAL OPPORTUNITY
IRS990EZ/PrintingPublicationsPostageAmt0139
IRS990EZ/ProgramServiceRevenueAmt033250
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS AND GRANTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CONFERENCES TO BROADEN ACCESS AND RETAIN TO POST-SECONDARY EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ForeignGrantsInd0X
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04700
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt112676
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt020373
IRS990EZ/TotalProgramServiceExpensesAmt017376
IRS990EZ/TotalRevenueAmt040461
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WVTRIO.ORG/
IRS990ScheduleA/First5Years509Ind0X
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07209
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07900
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt08236
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt023345
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt06
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt033250
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt048247
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt050528
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0132025
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt06
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportTotal509Amt0155370
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt040459
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt056147
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt058764
IRS990ScheduleA/Total509Grp/TotalAmt0155370
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt040461
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt056149
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt058766
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0155376
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTINTEREST INCOME 2
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY SCHOLARSHIPS GRANTEE VARIOUS AMOUNT 4,700
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTTRAVEL EXPENSES 425DUES AND MEMBERSHIPS 280FILING FEE 25BANK FEES 748MISCELLANEOUS 148CONFERENCE SUPPLIES 7,476
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/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0OWEN HOWES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03043261261
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-01
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/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/PreparationDt02021-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Laura Breighner
ReturnHeader/ReturnTs02021-11-03T12:51:08-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0OWEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HOWES
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$76,799
Liabilities
$0
Net assets
$76,799
Revenue
$40,461
Expenses
$20,373
Net income
$20,088
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