Civic Intelligence

West Virginia University Alumni Association Loyalty Permanent Endo

990 • Fiscal year 2017 • EIN 55-0450592

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 12, 2017

Organization Profile
496 High StMorgantown, WV 26505

(304) 285-2360

Siviq Scores

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

Liabilities / Assets

5th percentile

0.00x

Higher debt load relative to assets than 5% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

6th percentile

0.00x

Higher debt load relative to revenue than 6% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

77th percentile

19%

Higher net margin than 77% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

14th percentile

$45,291

Higher top officer pay than 14% of similar nonprofits.

Top officer pay equals 5.1% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

58th percentile

7.0%

Faster asset growth than 58% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

92nd percentile

90%

Faster revenue growth than 92% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets5th percentile

Assets

Up

$13,225,236

Up $862,610 (+7.0%) from 2016

Net Assets

Up

$13,223,732

Up $861,106 (+7.0%) from 2016

Liabilities

Up

$1,504

Up $1,504 from 2016

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin77th percentile

Revenue

Up

$891,314

Up $422,927 (+90%) from 2016

Expenses

Down

$724,502

Down $65,839 (-8.3%) from 2016

Net Income

Up

$166,812

Up $488,766 (+152%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2017

Assets$13,225,236
Liabilities$1,504
Net Assets$13,223,732
Open 2017 Filing

Operations Trend

Revenue Growth92nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$891,314
Expenses$724,502
Net Income$166,812
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 12, 2017
Return Version
2016v3.0
Gross Receipts
$7,519,195
Mission and Program Overview

Mission

Provide scholarships to west virginia university students

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$12,274,197$12,992,038▲ $717,841
Savings and Temporary Cash Investments$77,132$224,116▲ $146,984
Prepaid Expenses and Deferred Charges$11,276$9,062▼ $2,214
Land, Buildings, and Equipment, Net$20$20→ $0
Cash and Non-Interest-Bearing Accounts$1--
Total Assets$12,362,626$13,225,236▲ $862,610
Liabilities
Accounts Payable and Accrued Expenses-$1,504-
Total Liabilities$0$1,504▲ $1,504
Net Assets / Fund Balance
Unrestricted Net Assets$12,301,220$13,156,021▲ $854,801
Permanently Rstr Net Assets$61,406$67,711▲ $6,305
Total Net Assets Fund Balance$12,362,626$13,223,732▲ $861,106
Total Liabilities and Net Assets / Fund Balance$12,362,626$13,225,236▲ $862,610

Asset Categories

AssetBook ValueDepreciationBasis
Land$20-$20

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$61,406-▲ $6,536-$67,711
2015$60,968-▲ $653-$61,406
2014$60,631-▲ $548-$60,968
2013$53,902-▲ $6,934-$60,631
2012$50,059-▲ $4,039-$53,902
Compensation and Service Providers
Top Officer Pay14th percentile

Employees

NameTitleFull / Part TimeBaseTotal
-TrusteePT$45,291$45,291

Board Members and Trustees

NameTitle
Kevin BerryExecutive Se
Revenue and Support

Revenue Composition

Contributions and Grants
$121,134
Program Service Revenue
$0
Investment Income
$770,180
Other Revenue
$0
All Other Contributions
$121,134
Change in Net Assets
$166,812
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$651,000
Other Expenses$73,502
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$651,000--$651,000
Occupancy-$12,000-$12,000
Fees for Services Accounting-$3,900-$3,900
Office Expenses-$1,505-$1,505
Other Expenses-$816-$816
Conferences and Meetings-$390-$390
Total Functional Expenses$651,000$73,502$0$724,502
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 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 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
496 HIGH ST, MORGANTOWN, WV 26505

Signing Officer

Name
Bbt Trust Department
Title
Trustee
Phone
3042852360
Signed
2017-11-12
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

“At west virginia university to students selected by the trust committee.”

Form 990, Part XI, Line 9

“Unrealized gain on investments 694,294 unrealized losses on investments 0 total 694,294”

Raw XML Appendix327 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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IRS990/LandBldgEquipCostOrOtherBssAmt020
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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/ExplanationTxt0AT WEST VIRGINIA UNIVERSITY TO STUDENTS SELECTED BY THE TRUST COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UNREALIZED GAIN ON INVESTMENTS 694,294 UNREALIZED LOSSES ON INVESTMENTS 0 TOTAL 694,294
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt012362626
IRS990/TotalAssetsEOYAmt013225236
IRS990/TotalAssetsGrp/BOYAmt012362626
IRS990/TotalAssetsGrp/EOYAmt013225236
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0121134
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt073502
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0651000
IRS990/TotalFunctionalExpensesGrp/TotalAmt0724502
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt01504
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt01504
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt012362626
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt013223732
IRS990/TotalProgramServiceExpensesAmt0651000
IRS990/TotalReportableCompFromOrgAmt045291
IRS990/TotalRevenueGrp/ExclusionAmt0278963
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0491217
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0891314
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt012362626
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt013225236
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt012301220
IRS990/UnrestrictedNetAssetsGrp/EOYAmt013156021
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0496 HIGH ST
IRS990/USAddress/AddressLine2Txt0496 HIGH ST
IRS990/USAddress/CityNm0MORGANTOWN
IRS990/USAddress/StateAbbreviationCd0WV
IRS990/USAddress/ZIPCd026505
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BBT TRUST DEPARTMENT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03042852360
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WEST VIRGINIA UNIVERSITY ALUMNI
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ASSOC LOYALTY PERMANENT ENDOWMENT
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0550450592
ReturnHeader/Filer/USAddress/AddressLine1Txt0496 HIGH ST
ReturnHeader/Filer/USAddress/CityNm0MORGANTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WV
ReturnHeader/Filer/USAddress/ZIPCd026505
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02ECD5F2415C29E6F6C389B7D65DC4ABFDC558C3D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EAEF60479818725E5025E18C1E66B65AF0C8A52B
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/PreparationDt02017-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KIMBERLY A GUTTA CPA
ReturnHeader/ReturnTs02017-11-09T18:14:13-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,225,236
Liabilities
$1,504
Net assets
$13,223,732
Revenue
$891,314
Expenses
$724,502
Net income
$166,812
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