Civic Intelligence

Wv Trio

990EZ • Fiscal year 2023 • EIN 47-5482947

Jul 01, 2022 to Jun 30, 2023 • Filed on Oct 11, 2023

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

64th percentile

0.00x

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

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

Liabilities / Revenue

63rd percentile

0.00x

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

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

Net Margin

9th percentile

-60%

Higher net margin than 9% of similar nonprofits.

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

Top Officer Pay

88th percentile

$0

Higher top officer pay than 88% of similar nonprofits.

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

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

Asset Growth

19th percentile

-24%

Faster asset growth than 19% of similar nonprofits.

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

Revenue Growth

11th percentile

-46%

Faster revenue growth than 11% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets64th percentile

Assets

Down

$61,641

Down $19,099 (-24%) from 2022

Net Assets

Down

$61,641

Down $19,099 (-24%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin9th percentile

Revenue

Down

$31,627

Down $26,405 (-46%) from 2022

Expenses

Down

$50,726

Down $3,365 (-6.2%) from 2022

Net Income

Down

-$19,099

Down $23,040 (-585%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth19th 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: $61,641Liabilities 2023: $0Net Assets 2023: $61,6412023Assets 2023: $63,703Liabilities 2023: $0Net Assets 2023: $63,7032023

Highlighted filing

2023

Assets$61,641
Liabilities$0
Net Assets$61,641
Open 2023 Filing

Operations Trend

Revenue Growth11th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20KRevenue 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: $31,627Expenses 2023: $50,726Net Income 2023: -$19,0992023Revenue 2023: $5,162Expenses 2023: $3,100Net Income 2023: $2,0622023

Highlighted filing

2023

Revenue$31,627
Expenses$50,726
Net Income-$19,099
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Oct 11, 2023
Return Version
2022v5.0
Gross Receipts
$31,627
Mission and Program Overview

Mission

Promote equal educational opportunity

Program Services

DescriptionGrantsExpenses
CONFERENCES TO BROADEN ACCESS AND RETAIN TO POST-SECONDARY EDUCATION-$37,228
SCHOLARSHIPS AND GRANTS-$4,600
Compensation and Service Providers
Top Officer Pay88th 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
2023-10-11
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 4,600”

Description of other expenses Part I line 16

“Description amounttravel expenses 5,136dues and memberships 350filing fee 25bank fees 852miscellaneous 50reception and banquet meals 12,176conference supplies 6,465conference facility 6,251computer software and website 636development and financial affairs 1,382”

Raw XML Appendix172 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
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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/BOYAmt080740
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt061641
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt02876
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-19099
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt012637
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
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IRS990EZ/Form990TotalAssetsGrp/EOYAmt061641
IRS990EZ/GrantsAndSimilarAmountsPaidAmt04600
IRS990EZ/GrossReceiptsAmt031627
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt04135
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt080740
IRS990EZ/NetAssetsOrFundBalancesEOYAmt061641
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt080740
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt061641
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt32.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
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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/OtherExpensesTotalAmt033323
IRS990EZ/OtherRevenueTotalAmt02
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PROMOTE EQUAL EDUCATIONAL OPPORTUNITY
IRS990EZ/PrintingPublicationsPostageAmt0166
IRS990EZ/ProgramServiceRevenueAmt024614
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS AND GRANTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1CONFERENCES TO BROADEN ACCESS AND RETAIN TO POST-SECONDARY EDUCATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt04600
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt137228
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt050726
IRS990EZ/TotalProgramServiceExpensesAmt041828
IRS990EZ/TotalRevenueAmt031627
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0HTTP://WVTRIO.ORG/
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt07011
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt08902
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt07209
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07900
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt08236
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt039258
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt02
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt010
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt024614
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt049128
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt033250
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt048247
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt050528
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0205767
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt02
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt010
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct01.00000
IRS990ScheduleA/PublicSupportPY509Pct01.00000
IRS990ScheduleA/PublicSupportTotal509Amt0245025
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt031625
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt058030
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt040459
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt056147
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt058764
IRS990ScheduleA/Total509Grp/TotalAmt0245025
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt031627
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt058032
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt040461
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt056149
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt058766
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0245035
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION AMOUNTINTEREST INCOME 2
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY SCHOLARSHIPS GRANTEE VARIOUS AMOUNT 4,600
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION AMOUNTTRAVEL EXPENSES 5,136DUES AND MEMBERSHIPS 350FILING FEE 25BANK FEES 852MISCELLANEOUS 50RECEPTION AND BANQUET MEALS 12,176CONFERENCE SUPPLIES 6,465CONFERENCE FACILITY 6,251COMPUTER SOFTWARE AND WEBSITE 636DEVELOPMENT AND FINANCIAL AFFAIRS 1,382
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/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0OWEN HOWES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03043261261
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-11
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/PreparationDt02023-10-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Laura Breighner
ReturnHeader/ReturnTs02023-10-31T09:42:38-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0OWEN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HOWES
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$61,641
Liabilities
$0
Net assets
$61,641
Revenue
$31,627
Expenses
$50,726
Net income
-$19,099
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
2023Detailed filing. Detailed filing data is available for this year.$61.6$0.00$61.6$31.6$50.7$19.1
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