Civic Intelligence

Wv Trio

990EZ • Fiscal year 2022 • EIN 47-5482947

Jul 01, 2021 to Jun 30, 2022 • Filed on Oct 11, 2022

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

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

53rd percentile

6.8%

Higher net margin than 53% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

56th percentile

5.1%

Faster asset growth than 56% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

71st percentile

43%

Faster revenue growth than 71% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$80,740

Up $3,941 (+5.1%) from 2021

Net Assets

Up

$80,740

Up $3,941 (+5.1%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin53rd percentile

Revenue

Up

$58,032

Up $17,571 (+43%) from 2021

Expenses

Up

$54,091

Up $33,718 (+166%) from 2021

Net Income

Down

$3,941

Down $16,147 (-80%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth56th 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

2022

Assets$80,740
Liabilities$0
Net Assets$80,740
Open 2022 Filing

Operations Trend

Revenue Growth71st 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

2022

Revenue$58,032
Expenses$54,091
Net Income$3,941
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2021 to Jun 30, 2022
Signed
Oct 11, 2022
Return Version
2021v4.2
Gross Receipts
$58,032
Mission and Program Overview

Mission

Promote equal educational opportunity

Program Services

DescriptionGrantsExpenses
CONFERENCES TO BROADEN ACCESS AND RETAIN TO POST-SECONDARY EDUCATION-$45,163
SCHOLARSHIPS AND GRANTS-$4,800
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
OWEN HOWESTreasurer-$0--
VIVIAN CESPEDESPast-President-$0--
CHELSEY TOMSPresident-$0--
JOSELIN FUENTESPresident-Elect-$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
2022-10-11
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 4,800”

Description of other expenses Part I line 16

“Description amounttravel expenses 1,828dues and memberships 350filing fee 25bank fees 961reception and banquet meals 25,874conference supplies 6,829conference facility 8,577computer software and website 437”

Raw XML Appendix168 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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IRS990EZ/BooksInCareOfDetail/PhoneNum03043261261
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0223 WEST MAIN STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SALEM
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WV
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd026426
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt076799
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt080740
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IRS990EZ/ContributionsGiftsGrantsEtcAmt05052
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IRS990EZ/ExcessOrDeficitForYearAmt03941
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04266
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt080740
IRS990EZ/GrantsAndSimilarAmountsPaidAmt04800
IRS990EZ/GrossReceiptsAmt058032
IRS990EZ/InfoInScheduleOPartIInd0X
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IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03850
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt076799
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IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt080740
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0OWEN HOWES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1VIVIAN CESPEDES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHELSEY TOMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JOSELIN FUENTES
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/OtherExpensesTotalAmt044881
IRS990EZ/OtherRevenueTotalAmt02
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE EQUAL EDUCATIONAL OPPORTUNITY
IRS990EZ/PrintingPublicationsPostageAmt0144
IRS990EZ/ProgramServiceRevenueAmt049128
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS AND GRANTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CONFERENCES TO BROADEN ACCESS AND RETAIN TO POST-SECONDARY EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04800
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt145163
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt054091
IRS990EZ/TotalProgramServiceExpensesAmt049963
IRS990EZ/TotalRevenueAmt058032
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WVTRIO.ORG/
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt08902
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07209
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07900
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt08236
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt032247
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt08
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt049128
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt033250
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt048247
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt050528
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0181153
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt08
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct00.00000
IRS990ScheduleA/PublicSupportTotal509Amt0213400
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt058030
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt040459
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt056147
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt058764
IRS990ScheduleA/Total509Grp/TotalAmt0213400
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt058032
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt040461
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt056149
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt058766
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt00
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0213408
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTINTEREST INCOME 2
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY SCHOLARSHIPS GRANTEE VARIOUS AMOUNT 4,800
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTTRAVEL EXPENSES 1,828DUES AND MEMBERSHIPS 350FILING FEE 25BANK FEES 961RECEPTION AND BANQUET MEALS 25,874CONFERENCE SUPPLIES 6,829CONFERENCE FACILITY 8,577COMPUTER SOFTWARE AND WEBSITE 437
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/SignatureDt02022-10-11
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/PreparationDt02022-10-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Laura Breighner
ReturnHeader/ReturnTs02022-10-14T16:42:08-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0OWEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HOWES
ReturnHeader/TaxPeriodBeginDt02021-07-01
ReturnHeader/TaxPeriodEndDt02022-06-30
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$80,740
Liabilities
$0
Net assets
$80,740
Revenue
$58,032
Expenses
$54,091
Net income
$3,941
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