Civic Intelligence

Elizabeth Hogan Franzheim Scholarship Trust

EIN 54-6828844 • 501(c)3 • Wheeling, WV

Profile

To award scholarship funds to students attending st michael parish school in wheeling, wv. A selection committee shall endeavor to select students who could benefit significantly from an education at the school and for whom the experience might not be available, but for these scholarships. Scholarships shall be awarded on the basis of financial need and not because of special merit, such as academic excellence or athletic prowess.

1 Bank PlazaWheeling, WV 26003

n/A

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

89th percentile

47%

Higher net margin than 89% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

57th percentile

6.0%

Faster asset growth than 57% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

108%

Faster revenue growth than 91% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$520,731

Up $29,329 (+6.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$520,731

Up $29,329 (+6.0%) from 2023

Operations
Liabilities / Revenue35th percentileNet Margin89th percentile

Revenue

Up

$62,468

Up $32,383 (+108%) from 2023

Expenses

Down

$33,139

Down $431 (-1.3%) from 2023

Net Income

Up

$29,329

Up $32,814 (+942%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth57th percentile

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

$600K$400K$200K$0Assets 2013: $454,768Liabilities 2013: $02013Assets 2014: $467,471Liabilities 2014: $0Net Assets 2014: $467,4712014Assets 2015: $459,097Liabilities 2015: $0Net Assets 2015: $459,0972015Assets 2016: $453,564Liabilities 2016: $0Net Assets 2016: $453,5642016Assets 2017: $453,804Liabilities 2017: $0Net Assets 2017: $453,8042017Assets 2018: $462,669Liabilities 2018: $0Net Assets 2018: $462,6692018Assets 2019: $450,250Liabilities 2019: $0Net Assets 2019: $450,2502019Assets 2020: $456,246Liabilities 2020: $0Net Assets 2020: $456,2462020Assets 2021: $498,660Liabilities 2021: $0Net Assets 2021: $498,6602021Assets 2022: $494,887Liabilities 2022: $0Net Assets 2022: $494,8872022Assets 2023: $491,402Liabilities 2023: $0Net Assets 2023: $491,4022023Assets 2024: $520,731Liabilities 2024: $0Net Assets 2024: $520,7312024

Highlighted filing

2024

Assets$520,731
Liabilities$0
Net Assets$520,731
Open 2024 Filing

Operations Trend

Revenue Growth91st percentile

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

$100K$50K$0-$50KRevenue 2013: $33,366Expenses 2013: $17,788Net Income 2013: $15,5782013Revenue 2014: $21,857Expenses 2014: $9,154Net Income 2014: $12,7032014Revenue 2015: $26,653Expenses 2015: $35,027Net Income 2015: -$8,3742015Revenue 2016: $21,875Expenses 2016: $27,408Net Income 2016: -$5,5332016Revenue 2017: $28,266Expenses 2017: $28,026Net Income 2017: $2402017Revenue 2018: $38,774Expenses 2018: $29,909Net Income 2018: $8,8652018Revenue 2019: $18,287Expenses 2019: $30,706Net Income 2019: -$12,4192019Revenue 2020: $36,007Expenses 2020: $30,011Net Income 2020: $5,9962020Revenue 2021: $74,027Expenses 2021: $31,912Net Income 2021: $42,1152021Revenue 2022: $35,526Expenses 2022: $38,999Net Income 2022: -$3,4732022Revenue 2023: $30,085Expenses 2023: $33,570Net Income 2023: -$3,4852023Revenue 2024: $62,468Expenses 2024: $33,139Net Income 2024: $29,3292024

Highlighted filing

2024

Revenue$62,468
Expenses$33,139
Net Income$29,329
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$520,731
Liabilities
$0
Net assets
$520,731
Revenue
$62,468
Expenses
$33,139
Net income
$29,329
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.21$0.00$5.21$0.62$0.33$0.29
2023Detailed filing. Detailed filing data is available for this year.$4.91$0.00$4.91$0.30$0.34$0.03
2022Detailed filing. Detailed filing data is available for this year.$4.95$0.00$4.95$0.36$0.39$0.03
2021Detailed filing. Detailed filing data is available for this year.$4.99$0.00$4.99$0.74$0.32$0.42
2020Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$0.36$0.30$0.06
2019Detailed filing. Detailed filing data is available for this year.$4.50$0.00$4.50$0.18$0.31$0.12
2018Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$0.39$0.30$0.09
2017Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$0.28$0.28$0.00
2016Detailed filing. Detailed filing data is available for this year.$4.54$0.00$4.54$0.22$0.27$0.06
2015Detailed filing. Detailed filing data is available for this year.$4.59$0.00$4.59$0.27$0.35$0.08
2014Detailed filing. Detailed filing data is available for this year.$4.67$0.00$4.67$0.22$0.09$0.13
2013Summary only. Only limited summary data is available for this year.$4.55$0.00$0.33$0.18$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 22, 2025
Return Version
2024v5.1
Gross Receipts
$152,811
Mission and Program Overview

Mission

To award scholarship funds to students attending st michael parish school in wheeling, wv. A selection committee shall endeavor to select students who could benefit significantly from an education at the school and for whom the experience might not be available, but for these scholarships. Scholarships shall be awarded on the basis of financial need and not because of special merit, such as academic excellence or athletic prowess.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$491,402$520,731▲ $29,329
Savings and Temporary Cash Investments$3,522$11,338▲ $7,816
Accounts Receivable$1,683$404▼ $1,279
Total Assets$491,402$520,731▲ $29,329
Other Assets Total$486,197$508,989▲ $22,792
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$491,402$520,731▲ $29,329
Total Liabilities and Net Assets / Fund Balance$491,402$520,731▲ $29,329

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$20,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$625,043-▲ $118,516-$710,420
2023$530,774-▲ $127,839-$625,043
2022$755,581-▼ $185,808-$530,774
2021$665,295-▲ $122,198-$755,581
2020$562,172-▲ $133,134-$665,295
Compensation and Service Providers
Top Officer Pay55th percentile

Board Members and Trustees

NameTitle
-Institutional Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$62,468
Other Revenue
$0
Change in Net Assets
$29,329
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$28,110
Other Expenses$5,029
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$28,110--$28,110
Fees for Service Investment Mgmnt Fees-$4,147-$4,147
Fees for Services Accounting-$675-$675
Fees for Services Other-$207-$207
Total Functional Expenses$28,110$5,029$0$33,139
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
St Michael Parish SchoolWheeling, WV501(c)(3)Scholarships$28,110
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“When form 990 is completed, it is reviewed by the independent corporate trustee for accuracy before being filed.”

Form 990, Page 6, Part VI, Line 19

“Upon request, the organization will make a copy of its governing documents and form 990 available to the public.”

Form 990, Page 7, Part VII, Section A

“Wesbanco bank - 1 hour per week”

Filing and Contact Details

Filer

Filer Name
Elizabeth Hogan Franzheim Scholarship Trust
EIN
54-6828844
Phone
3042349400
Address
1 BANK PLAZA, WHEELING, WV 26003

Signing Officer

Name
Anthony J Habbit
Title
Senior VP
Phone
3042349400
Signed
2025-05-22

Organization Details

Principal Officer
Michelle L Dougherty
Formed
2012
Legal Domicile
Wv
Voting Board Members
0
Independent Board Members
0
Employees
0
Supplemental Narrative

Financial Statement Notes

Explanation for Schedule D, Part V, Line 4

“To award scholarship funds to students attending st michael parish school in wheeling, wv. A selection committee shall endeavor to an education at the school and for whom the experience might not be available, but for these scholarships. Scholarships shall be awarded on the basis of financial need and not because of special merit, such as academic excellence or athletic prowess.”

Raw XML AppendixShowing 400 of 403 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0ST MICHAEL PARISH SCHOOL MAINTAINS A SELECTION COMMITTEE TO SOLICIT AN D REVIEW THE APPLICATIONS, DETERMINE THE APPROPRIATE NUMBER OF WINNERS AND THE SIZE OF EACH AWARD. THE AMOUNT DISTRIBUTED TO THE SCHOOL EXC EEDS 10% OF THE TOTAL SCHOLARSHIP MONEY RECEIVED BY THE SCHOOL AND IS THE LARGEST SINGLE SOURCE OF SCHOLARSHIP FUNDS. THE AWARD IS BASED SO LELY UPON FINANCIAL NEED.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1ST MICHAEL PARISH SCHOOL RECEIVES STATEMENTS OF TRUST ACTIVITY AND INV ESTMENTS ON A QUARTERLY BASIS, AS WELL AS COPIES OF ALL TRADE CONFIRMA TIONS. THE TRUST ADMINISTRATOR AND THE ST MICHAEL PARISH SCHOOL TREAS URER MEET ON AN ANNUAL BASIS TO DISCUSS AND REVIEW THE PORTFOLIO PERFO RMANCE, THE DISTRIBUTIONS FOR THE UPCOMING YEAR, AND THE NUMBER AND DO LLAR VALUE OF SCHOLARSHIPS AWARDED.
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc0ARTISAN INTERNATIONAL FUND - INS
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0TO AWARD SCHOLARSHIP FUNDS TO STUDENTS ATTENDING ST MICHAEL PARISH SCHOOL IN WHEELING, WV. A SELECTION COMMITTEE SHALL ENDEAVOR TO AN EDUCATION AT THE SCHOOL AND FOR WHOM THE EXPERIENCE MIGHT NOT BE AVAILABLE, BUT FOR THESE SCHOLARSHIPS. SCHOLARSHIPS SHALL BE AWARDED ON THE BASIS OF FINANCIAL NEED AND NOT BECAUSE OF SPECIAL MERIT, SUCH AS ACADEMIC EXCELLENCE OR ATHLETIC PROWESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR SCHEDULE D, PART V, LINE 4
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ST MICHAEL PARISH SCHOOL
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01221 NATIONAL ROAD
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0FUNDS ARE DISBURSED DIRECTLY TO ST. MICHAEL PARISH SCHOOL AND SCHOLARSHIPS ARE APPLIED DIRECTLY TO THE STUDENT'S TUITION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WHEN FORM 990 IS COMPLETED, IT IS REVIEWED BY THE INDEPENDENT CORPORATE TRUSTEE FOR ACCURACY BEFORE BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UPON REQUEST, THE ORGANIZATION WILL MAKE A COPY OF ITS GOVERNING DOCUMENTS AND FORM 990 AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2WESBANCO BANK - 1 HOUR PER WEEK
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ANTHONY J HABBIT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SENIOR VP
ReturnHeader/BusinessOfficerGrp/PhoneNum03042349400
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ELIZABETH HOGAN FRANZHEIM SCHOLARSHIP TRUST
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ReturnHeader/ReturnTs02025-06-11T11:01:22-05:00
ReturnHeader/ReturnTypeCd0990

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