Civic Intelligence

Merwin C Ludwig Educational Trust Fund

990PF • Fiscal year 2021 • EIN 55-0699102

Jul 01, 2020 to Jun 30, 2021 • Filed on May 03, 2022

PO Box 119Wardensville, WV 26851

(304) 209-6102

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

48th percentile

2.7%

Faster asset growth than 48% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

49th percentile

2.2%

Faster revenue growth than 49% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Assets

Up

$228,749

Up $5,968 (+2.7%) from 2020

Net Assets

Up

$228,749

Up $5,968 (+2.7%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Up

$5,968

Up $128 (+2.2%) from 2020

Expenses

Flat

$0

Flat from 2020

Net Income

Up

$5,968

Up $128 (+2.2%) from 2020

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $230,212Liabilities 2011: $02011Assets 2012: $1Liabilities 2012: $02012Assets 2013: $224,910Liabilities 2013: $02013Assets 2014: $221,410Liabilities 2014: $02014Assets 2015: $219,267Liabilities 2015: $02015Assets 2019: $217,336Liabilities 2019: $02019Assets 2020: $222,781Liabilities 2020: $0Net Assets 2020: $222,7812020Assets 2021: $228,749Liabilities 2021: $0Net Assets 2021: $228,7492021Assets 2022: $231,735Liabilities 2022: $0Net Assets 2022: $231,7352022Assets 2023: $232,158Liabilities 2023: $0Net Assets 2023: $232,1582023Assets 2024: $237,285Liabilities 2024: $0Net Assets 2024: $237,2852024Assets 2025: $245,229Liabilities 2025: $0Net Assets 2025: $245,2292025

Highlighted filing

2021

Assets$228,749
Liabilities$0
Net Assets$228,749

Operations Trend

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

$10K$5.0K$0-$5.0KRevenue 2011: $3,974Expenses 2011: $5,525Net Income 2011: -$1,5512011Revenue 2012: $3,157Expenses 2012: $5,508Net Income 2012: -$2,3512012Revenue 2013: $2,100Expenses 2013: $5,051Net Income 2013: -$2,9512013Revenue 2014: $1,994Expenses 2014: $5,494Net Income 2014: -$3,5002014Revenue 2015: $1,550Expenses 2015: $3,693Net Income 2015: -$2,1432015Revenue 2019: $4,519Expenses 2019: $1,271Net Income 2019: $3,2482019Revenue 2020: $5,840Expenses 2020: $0Net Income 2020: $5,8402020Revenue 2021: $5,968Expenses 2021: $0Net Income 2021: $5,9682021Revenue 2022: $3,658Expenses 2022: $672Net Income 2022: $2,9862022Revenue 2023: $724Expenses 2023: $301Net Income 2023: $4232023Revenue 2024: $5,387Expenses 2024: $510Net Income 2024: $4,8772024Revenue 2025: $8,917Expenses 2025: $972Net Income 2025: $7,9452025

Highlighted filing

2021

Revenue$5,968
Expenses$0
Net Income$5,968
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
May 3, 2022
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Pati CombsPresident-$0--
Wanda BillmeyerSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Merwin C Ludwig Educational Trust Fund
EIN
55-0699102
Address
PO BOX 119, Wardensville, WV 26851

Signing Officer

Name
Pati Combs
Title
President
Signed
2022-05-03
Discuss with paid preparer
No

Preparer

Firm
R Thomas CPA & Associates
Address
PO Box 655, Moorefield, WV 26836
Preparer
Rosalie Thomas
Phone
3045302035
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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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ReturnHeader/PreparerPersonGrp/PhoneNum03045302035
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Rosalie Thomas
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02022-05-05T12:35:38-04:00
ReturnHeader/ReturnTypeCd0990PF
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ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0COMBS
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

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