Civic Intelligence

Concord University Foundation Inc.

990 • Fiscal year 2014 • EIN 55-0551303

Jul 01, 2013 to Jun 30, 2014 • Filed on Jan 16, 2015

Organization ProfileN/A
PO Box 140524712

(304) 384-5317

Siviq Scores

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

Liabilities / Assets

34th percentile

0.13x

Higher debt load relative to assets than 34% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

90th percentile

2.82x

Higher debt load relative to revenue than 90% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Net Margin

86th percentile

36%

Higher net margin than 86% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

6th percentile

$0

Higher top officer pay than 6% of similar nonprofits.

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

2014 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2014

Asset Growth

74th percentile

12%

Faster asset growth than 74% of similar nonprofits.

2014 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$35,855,673

Up $3,736,952 (+12%) from 2013

Net Assets

Up

$31,285,926

Up $3,344,626 (+12%) from 2013

Liabilities

Up

$4,569,747

Up $392,326 (+9.4%) from 2013

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin86th percentile

Revenue

$1,619,959

No earlier filing loaded for comparison.

Expenses

Down

$1,043,756

Down $21,157 (-2.0%) from 2013

Net Income

$576,203

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth74th percentile

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

$80M$60M$40M$20M$0Assets 2011: $26,149,503Liabilities 2011: $1,121,495Net Assets 2011: $25,028,0082011Assets 2012: $29,735,258Liabilities 2012: $3,793,568Net Assets 2012: $25,941,6902012Assets 2013: $32,118,721Liabilities 2013: $4,177,421Net Assets 2013: $27,941,3002013Assets 2014: $35,855,673Liabilities 2014: $4,569,747Net Assets 2014: $31,285,9262014Assets 2015: $37,672,385Liabilities 2015: $4,469,847Net Assets 2015: $33,202,5382015Assets 2016: $36,220,509Liabilities 2016: $4,388,054Net Assets 2016: $31,832,4552016Assets 2017: $38,867,203Liabilities 2017: $4,873,666Net Assets 2017: $33,993,5372017Assets 2018: $40,531,817Liabilities 2018: $4,848,850Net Assets 2018: $35,682,9672018Assets 2019: $42,181,670Liabilities 2019: $5,073,427Net Assets 2019: $37,108,2432019Assets 2020: $43,662,302Liabilities 2020: $5,204,787Net Assets 2020: $38,457,5152020Assets 2021: $54,675,387Liabilities 2021: $6,368,375Net Assets 2021: $48,307,0122021Assets 2022: $47,716,228Liabilities 2022: $5,658,057Net Assets 2022: $42,058,1712022Assets 2023: $51,477,848Liabilities 2023: $6,274,889Net Assets 2023: $45,202,9592023Assets 2024: $56,920,508Liabilities 2024: $6,744,819Net Assets 2024: $50,175,6892024Assets 2025: $66,825,574Liabilities 2025: $6,977,832Net Assets 2025: $59,847,7422025

Highlighted filing

2014

Assets$35,855,673
Liabilities$4,569,747
Net Assets$31,285,926
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10M$5.0M$0-$5.0MExpenses 2011: $908,6752011Expenses 2012: $912,4882012Expenses 2013: $1,064,9132013Revenue 2014: $1,619,959Expenses 2014: $1,043,756Net Income 2014: $576,2032014Revenue 2015: $5,204,272Expenses 2015: $1,222,649Net Income 2015: $3,981,6232015Revenue 2016: $760,704Expenses 2016: $1,655,623Net Income 2016: -$894,9192016Revenue 2017: $1,715,711Expenses 2017: $1,837,627Net Income 2017: -$121,9162017Revenue 2018: $3,718,757Expenses 2018: $1,537,724Net Income 2018: $2,181,0332018Revenue 2019: $1,839,169Expenses 2019: $1,643,008Net Income 2019: $196,1612019Revenue 2020: $7,085,289Expenses 2020: $2,359,450Net Income 2020: $4,725,8392020Revenue 2021: $3,681,775Expenses 2021: $1,862,753Net Income 2021: $1,819,0222021Revenue 2022: $4,330,601Expenses 2022: $1,996,686Net Income 2022: $2,333,9152022Revenue 2023: $2,226,125Expenses 2023: $1,985,758Net Income 2023: $240,3672023Revenue 2024: $3,415,292Expenses 2024: $2,000,484Net Income 2024: $1,414,8082024Revenue 2025: $9,252,545Expenses 2025: $3,085,401Net Income 2025: $6,167,1442025

Highlighted filing

2014

Revenue$1,619,959
Expenses$1,043,756
Net Income$576,203
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jan 16, 2015
Return Version
2013v4.0
Gross Receipts
$7,568,720
Mission and Program Overview

Mission

To aid and strengthen the educational purposes of concord university by developing and utilizing the ties of interest, sympathy, and affection existing between the university and its alumni and friends.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$29,771,964$33,371,607▲ $3,599,643
Savings and Temporary Cash Investments$844,411$1,012,553▲ $168,142
Cash and Non-Interest-Bearing Accounts$871,105$844,191▼ $26,914
Land, Buildings, and Equipment, Net$344,212$343,148▼ $1,064
Pledges and Grants Receivable$268,085$260,346▼ $7,739
Other Notes and Loans Receivable, Net$4,754$4,754→ $0
Total Assets$32,118,721$35,855,673▲ $3,736,952
Other Assets Total$14,190$19,074▲ $4,884
Liabilities
Other Liabilities$4,177,221$4,569,747▲ $392,526
Accounts Payable and Accrued Expenses$200--
Total Liabilities$4,177,421$4,569,747▲ $392,326
Net Assets / Fund Balance
Permanently Rstr Net Assets$20,222,774$21,798,186▲ $1,575,412
Temporarily Rstr Net Assets$7,028,400$8,641,918▲ $1,613,518
Unrestricted Net Assets$690,126$845,822▲ $155,696
Total Net Assets Fund Balance$27,941,300$31,285,926▲ $3,344,626
Total Liabilities and Net Assets / Fund Balance$32,118,721$35,855,673▲ $3,736,952

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$3,343$69,403$72,746
Other Land Buildings$339,805--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$26,987,456$250,053▲ $3,875,324-$30,142,453
2012$24,857,825$377,703▲ $2,712,349-$26,987,456
2011$23,878,433$1,633,334▲ $134,709-$24,857,825
2010$20,155,319$92,907▲ $4,296,491-$23,878,433
2009$17,572,321$1,175,042▲ $2,002,790-$20,155,319
Compensation and Service Providers
Top Officer Pay6th percentile

Board Members and Trustees

NameTitle
Doug MaddyChairman
Greg AllenVice Chairma
Sarah TurnerBod/Director Alum
Lisa MooreBod/exec Director
Jerry BeasleyTrustee
Leonard AndersonTrustee
Robert CierzniewskiTrustee
Stanley D Smith JrTrustee
Tony MamoneTrustee
Walter KlingensmithTrustee
Andre R NaborsBod
Andrew PaternoBod
Brad LaneBod
Curtis MccallBod
Forrest Roles EsqBod
Jack StaffordBod
Jack WhiteBod
Joseph J Friedl JrBod
Laurie EricksonBod
Margaret SayreBod
Randall PriceBod
Richard LawrenceBod
Susan LandisBod
Kendra BoggessBod/cu Presi
Charles BeckerBod/VP of Bu
John David SmithSecretary
Derek BonnettTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$334,783
Program Service Revenue
$0
Investment Income
$1,258,287
Other Revenue
$26,889
All Other Contributions
$334,783
Change in Net Assets
$576,203

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,619,959
Revenue Not Reported on Form 990
$2,916,881
Total Revenue per Audited Statements
$4,536,840
Total Revenue per Form 990
$1,619,959
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$515,602
Other Expenses$502,556
Salaries, Compensation, and Employee Benefits$25,598
Total Fundraising Expense$8,140
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$515,602--$515,602
Fees for Service Investment Mgmnt Fees-$30,000-$30,000
Fees for Services Accounting-$29,220-$29,220
Other Salaries and Wages-$25,598-$25,598
Office Expenses-$2,631$8,106$10,737
All Other Expenses-$8,105-$8,105
Other Expenses$5,406$2,144-$7,550
Insurance-$5,383-$5,383
Depreciation Depletion-$2,069-$2,069
Travel-$310$34$344
Total Functional Expenses$901,386$134,230$8,140$1,043,756

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$1,192,214
Expenses per Audited Statements$1,043,756
Total Expenses per Form 990$1,043,756
Expenses Not Reported on Form 990$148,458
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$39,615
Fundraising Direct Expenses$12,726
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$31,260$31,260$8,219$23,041
Event 2$8,355$8,355$4,507$3,848
Total Events$39,615$39,615$12,726$26,889
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Amounts Held on Behalf of Others$4,479,706
Obligations Under Annuity Agreements$90,041
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
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
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

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

“Audit committee reviews, then distributes to executive committee for review and the return will be made available to all board members for review upon request.”

Form 990, Page 6, Part VI, Line 12C

“Directors are required to sign a conflict interest disclosure annually. Additionally, those directors who perceive a potential conflict of interest will abstain from voting on specific issues.”

Form 990, Page 6, Part VI, Line 19

“Available in foundation administrative office to view upon request.”

Filing and Contact Details

Filer

EIN
55-0551303
Phone
3043845317

Signing Officer

Name
Doug Maddy
Title
Chairman
Phone
3043845317
Signed
2015-01-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Doug Maddy
Formed
1999
Legal Domicile
Wv
Voting Board Members
17
Independent Board Members
16
Employees
0

Preparer

Preparer
Melissa Price
Phone
3043458400
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Change in value of split-interest agreements 155,528”

Financial Statement Notes

Schedule D, Page 3, Part X

“The foundation is classified as a tax-exempt organization under section 501(c)(3) of the internal revenue code and, therefore, is not subject to taxes on income derived from its exempt activities. The organization has been classified as an organization that is not a private foundation under section 509(a)(2). The foundation is generally no longer subject to examination by income taxing authorities for years ended prior to 2011.”

Schedule D, Page 4, Part XI, Line 2D

“Change in value of split-interest agreements 155,528”

Raw XML AppendixShowing 400 of 590 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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Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,855,673
Liabilities
$4,569,747
Net assets
$31,285,926
Revenue
$1,619,959
Expenses
$1,043,756
Net income
$576,203
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$66.8$6.98$59.8$9.25$3.09$6.17
2024Detailed filing. Detailed filing data is available for this year.$56.9$6.74$50.2$3.42$2.00$1.41
2023Detailed filing. Detailed filing data is available for this year.$51.5$6.27$45.2$2.23$1.99$0.24
2022Detailed filing. Detailed filing data is available for this year.$47.7$5.66$42.1$4.33$2.00$2.33
2021Detailed filing. Detailed filing data is available for this year.$54.7$6.37$48.3$3.68$1.86$1.82
2020Detailed filing. Detailed filing data is available for this year.$43.7$5.20$38.5$7.09$2.36$4.73
2019Detailed filing. Detailed filing data is available for this year.$42.2$5.07$37.1$1.84$1.64$0.20
2018Detailed filing. Detailed filing data is available for this year.$40.5$4.85$35.7$3.72$1.54$2.18
2017Detailed filing. Detailed filing data is available for this year.$38.9$4.87$34.0$1.72$1.84$0.12
2016Detailed filing. Detailed filing data is available for this year.$36.2$4.39$31.8$0.76$1.66$0.89
2015Detailed filing. Detailed filing data is available for this year.$37.7$4.47$33.2$5.20$1.22$3.98
2014Detailed filing. Detailed filing data is available for this year.$35.9$4.57$31.3$1.62$1.04$0.58
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.1$4.18$27.9$1.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.7$3.79$25.9$0.91
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.1$1.12$25.0$0.91