Civic Intelligence

West Virginia University Alumni

EIN 55-0450592 • 501(c)3 • Morgantown, WV

Profile

Provide scholarships to west virginia university students

466 Chestnut Ridge RoadMorgantown, WV 26505
Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

7th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

97th percentile

85%

Higher net margin than 97% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

17th percentile

$55,040

Higher top officer pay than 17% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Asset Growth

56th percentile

6.3%

Faster asset growth than 56% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

96th percentile

227%

Faster revenue growth than 96% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$17,652,237

Up $1,038,499 (+6.3%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$17,652,237

Up $1,038,499 (+6.3%) from 2024

Operations
Liabilities / Revenue7th percentileNet Margin97th percentile

Revenue

Up

$2,084,480

Up $1,446,233 (+227%) from 2024

Expenses

Down

$309,330

Down $28,710 (-8.5%) from 2024

Net Income

Up

$1,775,150

Up $1,474,943 (+491%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth56th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $11,818,121Liabilities 2011: $0Net Assets 2011: $11,818,1212011Assets 2012: $11,396,241Liabilities 2012: $399Net Assets 2012: $11,395,8422012Assets 2013: $12,091,425Liabilities 2013: $0Net Assets 2013: $12,091,4252013Assets 2014: $13,534,514Liabilities 2014: $42Net Assets 2014: $13,534,4722014Assets 2015: $13,520,648Liabilities 2015: $0Net Assets 2015: $13,520,6482015Assets 2016: $12,362,626Liabilities 2016: $0Net Assets 2016: $12,362,6262016Assets 2017: $13,225,236Liabilities 2017: $1,504Net Assets 2017: $13,223,7322017Assets 2018: $13,684,782Liabilities 2018: $1,489Net Assets 2018: $13,683,2932018Assets 2019: $14,029,937Liabilities 2019: $0Net Assets 2019: $14,029,9372019Assets 2020: $13,722,898Liabilities 2020: $0Net Assets 2020: $13,722,8982020Assets 2021: $16,950,235Liabilities 2021: $1,498Net Assets 2021: $16,948,7372021Assets 2022: $14,439,407Liabilities 2022: $11,999Net Assets 2022: $14,427,4082022Assets 2023: $15,003,008Liabilities 2023: $11,999Net Assets 2023: $14,991,0092023Assets 2024: $16,613,738Liabilities 2024: $0Net Assets 2024: $16,613,7382024Assets 2025: $17,652,237Liabilities 2025: $0Net Assets 2025: $17,652,2372025

Highlighted filing

2025

Assets$17,652,237
Liabilities$0
Net Assets$17,652,237
Open 2025 Filing

Operations Trend

Revenue Growth96th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $733,311Expenses 2011: $587,281Net Income 2011: $146,0302011Revenue 2012: $880,375Expenses 2012: $580,560Net Income 2012: $299,8152012Expenses 2013: $590,1912013Revenue 2014: $1,071,875Expenses 2014: $653,089Net Income 2014: $418,7862014Revenue 2015: $1,527,856Expenses 2015: $705,977Net Income 2015: $821,8792015Revenue 2016: $468,387Expenses 2016: $790,341Net Income 2016: -$321,9542016Revenue 2017: $891,314Expenses 2017: $724,502Net Income 2017: $166,8122017Revenue 2018: $861,326Expenses 2018: $697,369Net Income 2018: $163,9572018Revenue 2019: $510,643Expenses 2019: $623,249Net Income 2019: -$112,6062019Revenue 2020: $348,795Expenses 2020: $577,771Net Income 2020: -$228,9762020Revenue 2021: $1,354,020Expenses 2021: $703,393Net Income 2021: $650,6272021Revenue 2022: $1,295,710Expenses 2022: $653,803Net Income 2022: $641,9072022Revenue 2023: $1,732,189Expenses 2023: $506,771Net Income 2023: $1,225,4182023Revenue 2024: $638,247Expenses 2024: $338,040Net Income 2024: $300,2072024Revenue 2025: $2,084,480Expenses 2025: $309,330Net Income 2025: $1,775,1502025

Highlighted filing

2025

Revenue$2,084,480
Expenses$309,330
Net Income$1,775,150
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$17,652,237
Liabilities
$0
Net assets
$17,652,237
Revenue
$2,084,480
Expenses
$309,330
Net income
$1,775,150
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.7$0.00$17.7$2.08$0.31$1.78
2024Detailed filing. Detailed filing data is available for this year.$16.6$0.00$16.6$0.64$0.34$0.30
2023Detailed filing. Detailed filing data is available for this year.$15.0$0.01$15.0$1.73$0.51$1.23
2022Detailed filing. Detailed filing data is available for this year.$14.4$0.01$14.4$1.30$0.65$0.64
2021Detailed filing. Detailed filing data is available for this year.$17.0$0.00$16.9$1.35$0.70$0.65
2020Detailed filing. Detailed filing data is available for this year.$13.7$0.00$13.7$0.35$0.58$0.23
2019Detailed filing. Detailed filing data is available for this year.$14.0$0.00$14.0$0.51$0.62$0.11
2018Detailed filing. Detailed filing data is available for this year.$13.7$0.00$13.7$0.86$0.70$0.16
2017Detailed filing. Detailed filing data is available for this year.$13.2$0.00$13.2$0.89$0.72$0.17
2016Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$0.47$0.79$0.32
2015Detailed filing. Detailed filing data is available for this year.$13.5$0.00$13.5$1.53$0.71$0.82
2014Detailed filing. Detailed filing data is available for this year.$13.5$0.00$13.5$1.07$0.65$0.42
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.1$0.00$12.1$0.59
2012Summary only. Only limited summary data is available for this year.$11.4$0.00$11.4$0.88$0.58$0.30
2011Summary only. Only limited summary data is available for this year.$11.8$0.00$11.8$0.73$0.59$0.15
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 22, 2025
Return Version
2024v5.0
Gross Receipts
$16,923,656
Mission and Program Overview

Mission

Provide scholarships to west virginia university students

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$15,771,525$16,739,781▲ $968,256
Savings and Temporary Cash Investments$822,380$877,085▲ $54,705
Prepaid Expenses and Deferred Charges$10,546$17,788▲ $7,242
Cash and Non-Interest-Bearing Accounts$9,267$17,563▲ $8,296
Land, Buildings, and Equipment, Net$20$20→ $0
Total Assets$16,613,738$17,652,237▲ $1,038,499
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$16,508,797$17,536,479▲ $1,027,682
Net Assets With Donor Restrictions$104,941$115,758▲ $10,817
Total Net Assets Fund Balance$16,613,738$17,652,237▲ $1,038,499
Total Liabilities and Net Assets / Fund Balance$16,613,738$17,652,237▲ $1,038,499

Asset Categories

AssetBook ValueDepreciationBasis
Land$20-$20

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2024$104,941-▲ $11,165-$115,758
2023$94,839-▲ $9,779-$104,941
2022$88,107-▲ $7,038-$94,839
2021$102,300-▼ $13,868-$88,107
2020$77,999-▲ $24,576-$102,300
Compensation and Service Providers
Top Officer Pay17th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Kevin BerryTrusteePT$55,040$55,040

Board Members and Trustees

NameTitle
David K HendricksonChairman
The Honorable Irene C BergerExecutive Se
-Member
James C GardillMember
Revenue and Support

Revenue Composition

Contributions and Grants
$60,695
Program Service Revenue
$0
Investment Income
$2,023,785
Other Revenue
$0
All Other Contributions
$60,695
Change in Net Assets
$1,775,150
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$229,978
Other Expenses$79,352
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$229,978--$229,978
Occupancy-$12,000-$12,000
Fees for Services Accounting-$2,200-$2,200
Other Expenses-$35-$35
Total Functional Expenses$229,978$79,352$0$309,330
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
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 9

“James c. Gardill 466 chestnut ridge rd. Morgantown, wv 26505 the honorable irene c. Berger 466 chestnut ridge rd. Morgantown, wv 26505 david k. Hendrickson 466 chestnut ridge rd. Morgantown, wv 26505”

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
West Virginia University Alumni
EIN
55-0450592
Address
466 CHESTNUT RIDGE ROAD, MORGANTOWN, WV 26505

Signing Officer

Name
Truist Trust Dpt
Title
Trustee
Phone
3042852361
Signed
2025-10-22
Discuss with paid preparer
Yes

Organization Details

Formed
1937
Legal Domicile
Wv
Voting Board Members
3
Independent Board Members
0
Employees
0

Preparer

Firm
Lambright & Gutta Pllc
Address
1199 VAN VOORHIS ROAD STE 6, MORGANTOWN, WV 26505
Preparer
Kimberly a Gutta CPA
Phone
3045993185
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4A

“The west virginia university alumni association loyalty permanent endowment fund was established by the west virginia university alumni association by trust indenture dated 12/31/37. The alumni associaiton is an exempt organization under section 501(c)6 of the irc by exemption letter dated 2/3/53 and the fund is exempt under section 501 (c) of the code by letter dated 11/20/46.the trust indenture directs that the net income from the fund is to be made available to the trust committee which is composed of duly appointed members of the alumni association to be used by the committee to carry out specified purposes of the alumni assoc. Those purposes as specified in the trust indenture are to provide funds for maintenance and administrative expenses at wvu and to provide scholarships at west virginia university to students selected by the trust committee.”

Form 990, Part XI, Line 9

“Unrealized gain on investments 0 rounding 0 unrealized losses on investments -736,649 rounding -2 total -736,651”

Raw XML Appendix352 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0PROVIDE SCHOLARSHIPS TO WEST VIRGINIA UNIVERSITY STUDENTS
IRS990/AllOtherContributionsAmt060695
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TRUIST TRUST DPT
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine2Txt0TRUIST TRUST DPT
IRS990/BooksInCareOfDetail/PhoneNum03042852361
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0466 CHESTNUT RIDGE RD
IRS990/BooksInCareOfDetail/USAddress/AddressLine2Txt0466 CHESTNUT RIDGE ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0MORGANTOWN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WV
IRS990/BooksInCareOfDetail/USAddress/ZIPCd026505
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt09267
IRS990/CashNonInterestBearingGrp/EOYAmt017563
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt060695
IRS990/CYGrantsAndSimilarPaidAmt0229978
IRS990/CYInvestmentIncomeAmt02023785
IRS990/CYOtherExpensesAmt079352
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt01775150
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0309330
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02084480
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0THE WEST VIRGINIA UNIVERSITY ALUMNI ASSOCIATION LOYALTY PERMANENT ENDOWMENT FUND WAS ESTABLISHED BY THE WEST VIRGINIA UNIVERSITY ALUMNI ASSOCIATION BY TRUST INDENTURE DATED 12/31/37. THE ALUMNI ASSOCIAITON IS AN EXEMPT ORGANIZATION UNDER SECTION 501(C)6 OF THE IRC BY EXEMPTION LETTER DATED 2/3/53 AND THE FUND IS EXEMPT UNDER SECTION 501 (C) OF THE CODE BY LETTER DATED 11/20/46.THE TRUST INDENTURE DIRECTS THAT THE NET INCOME FROM THE FUND IS TO BE MADE AVAILABLE TO THE TRUST COMMITTEE WHICH IS COMPOSED OF DULY APPOINTED MEMBERS OF THE ALUMNI ASSOCIATION TO BE USED BY THE COMMITTEE TO CARRY OUT SPECIFIED PURPOSES OF THE ALUMNI ASSOC. THOSE PURPOSES AS SPECIFIED IN THE TRUST INDENTURE ARE TO PROVIDE FUNDS FOR MAINTENANCE AND ADMINISTRATIVE EXPENSES AT WVU AND TO PROVIDE SCHOLARSHIPS AT WEST VIRGINIA UNIVERSITY TO STUDENTS SELECTED BY THE TRUST COMMITTEE.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0104941
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0115758
IRS990/DonorRstrOrQuasiEndowmentsInd0true
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExpenseAmt0229978
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02200
IRS990/FeesForServicesAccountingGrp/TotalAmt02200
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt05.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0TRUIST TRUST DPT
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine2Txt0TRUIST TRUST DPT
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/PersonNm0KEVIN BERRY
IRS990/Form990PartVIISectionAGrp/PersonNm1THE HONORABLE IRENE C BERGER
IRS990/Form990PartVIISectionAGrp/PersonNm2JAMES C GARDILL
IRS990/Form990PartVIISectionAGrp/PersonNm3DAVID K HENDRICKSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt055040
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1EXECUTIVE SE
IRS990/Form990PartVIISectionAGrp/TitleTxt2MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt3CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt4MEMBER
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01937
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/OtherAmt0148764
IRS990/GainOrLossGrp/SecuritiesAmt01443135
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt0229978
IRS990/GrantsToDomesticIndividualsGrp/ProgramServicesAmt0229978
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt0229978
IRS990/GrantsToIndividualsInd0true
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/OtherAmt0148764
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt016282311
IRS990/GrossReceiptsAmt016923656
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0431886
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0431886
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt015771525
IRS990/InvestmentsPubTradedSecGrp/EOYAmt016739781
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt020
IRS990/LandBldgEquipBasisNetGrp/EOYAmt020
IRS990/LandBldgEquipCostOrOtherBssAmt020
IRS990/LegalDomicileStateCd0WV
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt014839176
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PROVIDE SCHOLARSHIPS TO WEST VIRGINIA UNIVERSITY STUDENTS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt016613738
IRS990/NetAssetsOrFundBalancesEOYAmt017652237
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0148764
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt01443135
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01591899
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt016508797
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt017536479
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt012000
IRS990/OccupancyGrp/TotalAmt012000
IRS990/OfficerMailingAddressInd0true
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-736651
IRS990/OtherExpensesGrp/Desc0TRUSTEE FEES
IRS990/OtherExpensesGrp/Desc1ADMINISTRATIVE FEES
IRS990/OtherExpensesGrp/Desc2FOREIGN TAXES ON INVESTME
IRS990/OtherExpensesGrp/Desc3OTHER FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt055040
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt19600
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2477
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt335
IRS990/OtherExpensesGrp/TotalAmt055040
IRS990/OtherExpensesGrp/TotalAmt19600
IRS990/OtherExpensesGrp/TotalAmt2477
IRS990/OtherExpensesGrp/TotalAmt335
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt010546
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt017788
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0TRUIST TRUST DPT
IRS990/PrincipalOfcrBusinessName/BusinessNameLine2Txt0TRUIST TRUST DPT
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt062950
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0261631
IRS990/PYInvestmentIncomeAmt0575297
IRS990/PYOtherExpensesAmt076409
IRS990/PYRevenuesLessExpensesAmt0300207
IRS990/PYTotalExpensesAmt0338040
IRS990/PYTotalRevenueAmt0638247
IRS990/ReconcilationRevenueExpnssAmt01775150
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0822380
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0877085
IRS990ScheduleA/FactsAndCircumstancesTestTxt0WVU LOYALTY PERMANENT ENDOWMENT FUND MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC AND COMMUNITY IN ORDER TO FUND THE SCHOLARSHIPS GIVEN TO STUDENTS AT WEST VIRGINIA UNIVERSITY
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0OTHER INCOME:LITIGATION PROCEEDS 52
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1WVU LOYALTY PERMANENT ENDOWMENT FUND MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR SOLICITATION OF FUNDS FROM THE GENERAL PUBLIC AND COMMUNITY IN ORDER TO FUND THE SCHOLARSHIPS GIVEN TO STUDENTS AT WEST VIRGINIA UNIVERSITY
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART II, LINE 10
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART II, LINE 17A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt060695
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt062950
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt076947
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt072436
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt066777
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0339805
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0431886
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0401478
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0420240
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0278137
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0254263
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01786004
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt052
IRS990ScheduleA/OtherIncome170Grp/TotalAmt052
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.15980
IRS990ScheduleA/PublicSupportPY170Pct00.18440
IRS990ScheduleA/PublicSupportTotal170Amt0339805
IRS990ScheduleA/TenPctFactsCrcmstncsTestCYInd0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt060695
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt062950
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt076947
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt072436
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt066777
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0339805
IRS990ScheduleA/TotalSupportAmt02125861
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0348
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0104941
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0115758
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt011165
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt0323
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt094839
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0104941
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt09779
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt0306
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt088107
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt094839
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt07038
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0325
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0102300
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt088107
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-13868
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0275
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt077999
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0102300
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt024576
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/LandGrp/BookValueAmt020
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt020
IRS990ScheduleD/TotalBookValueLandBuildingsAmt020
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt0229978
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0APPLICANTS FILL OUT SCHOLARSHIP APPLICATION, AND THE COMMITTEE GRANTS SCHOLARSHIPS TO THOSE THAT QUALIFY.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE WEST VIRGINIA UNIVERSITY ALUMNI ASSOCIATION LOYALTY PERMANENT ENDOWMENT FUND WAS ESTABLISHED BY THE WEST VIRGINIA UNIVERSITY ALUMNI ASSOCIATION BY TRUST INDENTURE DATED 12/31/37. THE ALUMNI ASSOCIAITON IS AN EXEMPT ORGANIZATION UNDER SECTION 501(C)6 OF THE IRC BY EXEMPTION LETTER DATED 2/3/53 AND THE FUND IS EXEMPT UNDER SECTION 501 (C) OF THE CODE BY LETTER DATED 11/20/46.THE TRUST INDENTURE DIRECTS THAT THE NET INCOME FROM THE FUND IS TO BE MADE AVAILABLE TO THE TRUST COMMITTEE WHICH IS COMPOSED OF DULY APPOINTED MEMBERS OF THE ALUMNI ASSOCIATION TO BE USED BY THE COMMITTEE TO CARRY OUT SPECIFIED PURPOSES OF THE ALUMNI ASSOC. THOSE PURPOSES AS SPECIFIED IN THE TRUST INDENTURE ARE TO PROVIDE FUNDS FOR MAINTENANCE AND ADMINISTRATIVE EXPENSES AT WVU AND TO PROVIDE SCHOLARSHIPS AT WEST VIRGINIA UNIVERSITY TO STUDENTS SELECTED BY THE TRUST COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1JAMES C. GARDILL 466 CHESTNUT RIDGE RD. MORGANTOWN, WV 26505 THE HONORABLE IRENE C. BERGER 466 CHESTNUT RIDGE RD. MORGANTOWN, WV 26505 DAVID K. HENDRICKSON 466 CHESTNUT RIDGE RD. MORGANTOWN, WV 26505
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UNREALIZED GAIN ON INVESTMENTS 0 ROUNDING 0 UNREALIZED LOSSES ON INVESTMENTS -736,649 ROUNDING -2 TOTAL -736,651
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt016613738
IRS990/TotalAssetsEOYAmt017652237
IRS990/TotalAssetsGrp/BOYAmt016613738
IRS990/TotalAssetsGrp/EOYAmt017652237
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt060695
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt079352
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0229978
IRS990/TotalFunctionalExpensesGrp/TotalAmt0309330
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt016613738
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt017652237
IRS990/TotalProgramServiceExpensesAmt0229978
IRS990/TotalReportableCompFromOrgAmt055040
IRS990/TotalRevenueGrp/ExclusionAmt0580650
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01443135
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02084480
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt016613738
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt017652237
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0466 CHESTNUT RIDGE ROAD
IRS990/USAddress/AddressLine2Txt0466 CHESTNUT RIDGE ROAD
IRS990/USAddress/CityNm0MORGANTOWN
IRS990/USAddress/StateAbbreviationCd0WV
IRS990/USAddress/ZIPCd026505
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TRUIST TRUST DPT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03042852361
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WEST VIRGINIA UNIVERSITY ALUMNI
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOC LOYALTY PERMANENT ENDOWMENT
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0550450592
ReturnHeader/Filer/USAddress/AddressLine1Txt0466 CHESTNUT RIDGE ROAD
ReturnHeader/Filer/USAddress/CityNm0MORGANTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WV
ReturnHeader/Filer/USAddress/ZIPCd026505
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0550761217
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LAMBRIGHT & GUTTA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01199 VAN VOORHIS ROAD STE 6
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MORGANTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd026505
ReturnHeader/PreparerPersonGrp/PhoneNum03045993185
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY A GUTTA CPA
ReturnHeader/ReturnTs02025-11-03T16:27:07-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.