Civic Intelligence

Concord University Alumni Association Inc

EIN 55-0460099 • 501(c)3 • Athens, WV

Profile

Promotion of concord university through alumnus providing scholarships and support services for the institution

PO Box 1000 Campus Box 83Athens, WV 24712

www.concord.edu

Siviq Scores

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

Liabilities / Assets

60th percentile

0.00x

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

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

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

8th percentile

-127%

Higher net margin than 8% of similar nonprofits.

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

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

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

Asset Growth

20th percentile

-48%

Faster asset growth than 20% of similar nonprofits.

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

Revenue Growth

28th percentile

-28%

Faster revenue growth than 28% of similar nonprofits.

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

Assets

Down

$24,718

Down $22,923 (-48%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$24,718

Down $22,923 (-48%) from 2022

Revenue

Down

$17,988

Down $6,961 (-28%) from 2022

Expenses

Up

$40,911

Up $31,230 (+323%) from 2022

Net Income

Down

-$22,923

Down $38,191 (-250%) from 2022

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $890,376Liabilities 2011: $0Net Assets 2011: $890,3762011Assets 2012: $962,488Liabilities 2012: $0Net Assets 2012: $962,4882012Assets 2013: $1,029,168Liabilities 2013: $0Net Assets 2013: $1,029,1682013Assets 2014: $1,120,954Liabilities 2014: $0Net Assets 2014: $1,120,9542014Assets 2015: $1,105,006Liabilities 2015: $0Net Assets 2015: $1,105,0062015Assets 2016: $1,063,399Liabilities 2016: $0Net Assets 2016: $1,063,3992016Assets 2017: $1,186,965Liabilities 2017: $0Net Assets 2017: $1,186,9652017Assets 2019: $1,223,841Liabilities 2019: $500Net Assets 2019: $1,223,3412019Assets 2020: $1,244,803Liabilities 2020: $1,225,199Net Assets 2020: $19,6042020Assets 2021: $32,373Liabilities 2021: $0Net Assets 2021: $32,3732021Assets 2022: $47,641Liabilities 2022: $0Net Assets 2022: $47,6412022Assets 2023: $24,718Liabilities 2023: $0Net Assets 2023: $24,7182023

Highlighted filing

2023

Assets$24,718
Liabilities$0
Net Assets$24,718

Operations Trend

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

$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2011: $78,739Expenses 2011: $28,276Net Income 2011: $50,4632011Revenue 2012: $67,065Expenses 2012: $36,081Net Income 2012: $30,9842012Expenses 2013: $32,8662013Revenue 2014: $89,387Expenses 2014: $68,706Net Income 2014: $20,6812014Revenue 2015: $143,633Expenses 2015: $58,647Net Income 2015: $84,9862015Revenue 2016: $57,408Expenses 2016: $85,330Net Income 2016: -$27,9222016Revenue 2017: $97,683Expenses 2017: $61,175Net Income 2017: $36,5082017Revenue 2019: $63,417Expenses 2019: $77,731Net Income 2019: -$14,3142019Revenue 2020: $123,085Expenses 2020: $1,291,189Net Income 2020: -$1,168,1042020Revenue 2021: $19,146Expenses 2021: $6,377Net Income 2021: $12,7692021Revenue 2022: $24,949Expenses 2022: $9,681Net Income 2022: $15,2682022Revenue 2023: $17,988Expenses 2023: $40,911Net Income 2023: -$22,9232023

Highlighted filing

2023

Revenue$17,988
Expenses$40,911
Net Income-$22,923

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
May 7, 2024
Return Version
2022v5.0
Gross Receipts
$17,988
Mission and Program Overview

Mission

Promotion of concord university through alumnus. Providing scholarships and support services for the institution.

Promotion of concord university through alumnus providing scholarships and support services for the institution

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$47,641$24,718▼ $22,923
Rtn Earn Endowment Incm Other Fnds$47,641$24,718▼ $22,923
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$47,641$24,718▼ $22,923
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0--
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$47,641$24,718▼ $22,923
Total Liabilities and Net Assets / Fund Balance$47,641$24,718▼ $22,923
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jared TicePresident
Melanie FarmerFirst Vice President
Teresa FreySecond Vice President
Blake FarmerDirector
Lisa DarlingtonSecretary
Shea BootheTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$17,988
Program Service Revenue
$0
Investment Income
$0
Other Revenue
$0
All Other Contributions
$316
Change in Net Assets
$-22,923
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$31,450
Other Expenses$9,461
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$31,450--$31,450
Other Expenses$8,268$0$0$8,268
Office Expenses-$1,193-$1,193
Total Functional Expenses$39,718$1,193$0$40,911
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
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, Part VI, Section A, Line 7A

The council elects officers if a vacancy occurs on the council during the year

Form 990, Part VI, Section B, Line 11B

The executive committee reviews the form 990 before submission

Form 990, Part VI, Section C, Line 19

UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Concord University Alumni Association Inc
EIN
55-0460099
Phone
3043845348
Address
PO BOX 1000 CAMPUS BOX 83, ATHENS, WV 24712

Signing Officer

Name
Shea Boothe
Title
Treasurer
Phone
3043845260
Signed
2024-05-07

Organization Details

Principal Officer
Blake Farmer
Formed
1951
Legal Domicile
Wv
Voting Board Members
28
Independent Board Members
28
Employees
0
Volunteers
28
Raw XML Appendix341 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/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 1000
IRS990/USAddress/CityNm0ATHENS
IRS990/USAddress/StateAbbreviationCd0WV
IRS990/USAddress/ZIPCd024712
IRS990/VotingMembersGoverningBodyCnt028
IRS990/VotingMembersIndependentCnt028
IRS990/WhistleblowerPolicyInd00
ReasonableCauseExplanation/ExplanationTxt0THE ORGANIZATION TIMELY FILED A REQUEST FOR EXTENSION
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL2
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/LastSubmissionRqrOOBCd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd011
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd01
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Shea Boothe
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/PhoneNum03043845260
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CONCORD UNIVERSITY ALUMNI ASSOCIATION INC
ReturnHeader/Filer/BusinessNameControlTxt0CONC
ReturnHeader/Filer/EIN0550460099
ReturnHeader/Filer/PhoneNum03043845348
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 1000 CAMPUS BOX 83
ReturnHeader/Filer/USAddress/CityNm0ATHENS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WV
ReturnHeader/Filer/USAddress/ZIPCd024712
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/ReturnTs02024-05-08T16:29:14-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Shea
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Boothe
ReturnHeader/TaxPeriodBeginDt02022-07-01
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

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