Civic Intelligence

Mountain State University Endowment Fund Inc

990 • Fiscal year 2012 • EIN 55-0705569

Jul 01, 2011 to Jun 30, 2012 • Filed on May 13, 2013

Organization ProfileWWW.MOUNTAINSTATE.EDU
PO Box 900325802
Siviq Scores

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

Liabilities / Assets

25th percentile

0.04x

Higher debt load relative to assets than 25% of similar nonprofits.

2012 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

60th percentile

4.2%

Faster asset growth than 60% of similar nonprofits.

2012 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$5,769,343

Up $234,811 (+4.2%) from 2011

Net Assets

Up

$5,549,720

Up $81,575 (+1.5%) from 2011

Liabilities

Up

$219,623

Up $153,236 (+231%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$157,557

Up $72,641 (+86%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$10M$5.0M$0Assets 2010: $9,087,205Liabilities 2010: $1,895,563Net Assets 2010: $7,191,6422010Assets 2011: $5,534,532Liabilities 2011: $66,387Net Assets 2011: $5,468,1452011Assets 2012: $5,769,343Liabilities 2012: $219,623Net Assets 2012: $5,549,7202012Assets 2013: $2,244,047Liabilities 2013: $64,507Net Assets 2013: $2,179,5402013Assets 2014: $967,471Liabilities 2014: $52,408Net Assets 2014: $915,0632014Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016

Highlighted filing

2012

Assets$5,769,343
Liabilities$219,623
Net Assets$5,549,720
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $382,2422010Expenses 2011: $84,9162011Expenses 2012: $157,5572012Expenses 2013: $3,655,9592013Revenue 2014: $160,604Expenses 2014: $1,359,339Net Income 2014: -$1,198,7352014Revenue 2015: $18,016Expenses 2015: $688,536Net Income 2015: -$670,5202015Revenue 2016: $0Expenses 2016: $0Net Income 2016: $02016

Highlighted filing

2012

Revenue-
Expenses$157,557
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2011 to Jun 30, 2012
Signed
May 13, 2013
Return Version
2011v1.5
Gross Receipts
$171,738
Mission and Program Overview

Mission

To solicit, receive, invest and dispense funds for the benefit of mountain state university, inc.

Filing and Contact Details

Filer

EIN
55-0705569
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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1TRUST INVESTMENT FEES NETTED WITH REVENUE ON AUDITED FINANCIAL STATEMENTS -19,556. SCHOLARSHIPS NETTED WITH REVENUE ON AUDITED FINANCIAL STATEMENTS -137,975.
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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation3PART X, LINE 2: THE ORGANIZATION IS GENERALLY EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS DO NOT REFLECT A PROVISION OR LIABILITY FOR FEDERAL AND STATE INCOME TAXES. THE ORGANIZATION FOLLOWS THE FINANCIAL ACCOUNTING STANDARDS BOARD'S ("FASB") AUTHORITATIVE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE GUIDANCE CLARIFIES THE ACCOUNTING FOR THE RECOGNITION AND MEASUREMENT OF THE BENEFITS OF INDIVIDUAL TAX POSITIONS IN THE FINANCIAL STATEMENTS. TAX POSITIONS MUST MEET A RECOGNITION THRESHOLD OF MORE-LIKELY-THAN-NOT IN ORDER FOR THE BENEFIT OF THOSE TAX POSITIONS TO BE RECOGNIZED IN THE CONSOLIDATED FINANCIAL STATEMENTS. THE ORGANIZATION HAS DETERMINED THAT IT DOES NOT HAVE ANY MATERIAL UNRECOGNIZED TAX BENEFITS OR OBLIGATIONS AT JUNE 30, 2012 AND JUNE 30, 2011.
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IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0SCHEDULE I, PART I, LINE 2: MONITORING THE USE OF ASSISTANCE IS DONE BY THE FINANCIAL AID DEPARTMENT OF MOUNTAIN STATE UNIVERSITY, INC. A FINANCIAL AID COORDINATOR IS IN CHARGE OF SCHOLARSHIPS AND HAS THE RESPONSIBILITY TO OVERSEE AND MONITOR ASSISTANCE PROVIDED.
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IRS990ScheduleJ/WrittenEmploymentContract0X
IRS990ScheduleO/GeneralExplanation/Explanation0THE AUDIT COMMITTEE REVIEWS THE COMPLETED DOCUMENT AND REPORTS BACK TO THE ENTIRE BOARD UPON COMPLETION OF THEIR REVIEW. THE FORM 990 IS MADE AVAILABLE IN ELECTRONIC FORMAT TO THE ENTIRE BOARD PRIOR TO FILING.
IRS990ScheduleO/GeneralExplanation/Explanation1ALL OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY. NO OFFICER, DIRECTOR, OR KEY EMPLOYEE WILL ENTER INTO ANY OUTSIDE BUSINESS ACTIVITY WITH THE ORGANIZATION WITHOUT FIRST NOTIFYING THE ORGANIZATION OF THE INDIVIDUAL'S PERSONAL OR FINANCIAL INTEREST IN THE ACTIVITY AND WITHOUT FIRST OBTAINING RATIFICATION FROM THE EXECUTIVE COMMITTEE OF THE ORGANIZATION'S BOARD OF TRUSTEES. THE ORGANIZATION'S POLICIES AND PROCEDURES REQUIRE BOARD MEMBERS TO DISCLOSE CONFLICTING RELATIONSHIPS, AND THESE RELATIONSHIPS ARE ANALYZED ON A CASE-BY-CASE BASIS. INDIVIDUALS, WHO MAY DIRECTLY OR INDIRECTLY, BENEFIT FROM ANY CONTRACT IN WHICH THE ORGANIZATION SEEKS TO ENTER INTO MUST FULLY DISCLOSE SUCH INTEREST TO THE BOARD PRIOR TO THE ORGANIZATION ENTERING INTO SAID CONTRACT. FURTHER, ANY TRUSTEE, OFFICER, BOARD COMMITTEE PARTICIPANT, EMPLOYEE, OR OTHER PERSON AUTHORIZED TO VOTE MUST ABSTAIN FROM ANY VOTE THAT RELATES TO A PERSONAL FINANCIAL OR OTHER BUSINESS INTEREST.
IRS990ScheduleO/GeneralExplanation/Explanation2THE COMPENSATION COMMITTEE, WHICH IS AUTHORIZED AND APPROVED BY THE FULL BOARD OF TRUSTEES TO MAKE DECISIONS REGARDING COMPENSATION, DIRECTS THE PRESIDENT TO CONTRACT WITH AN INDEPENDENT COMPENSATION CONSULTANT TO PERFORM A STUDY OF SALARIES AT INSTITUTIONS THAT ARE SIMILAR TO THE ORGANIZATION. THE COMPENSATION CONSULTANT THEN PROVIDES THE COMPENSATION COMMITTEE WITH HIS FINDINGS, WHICH INCLUDE RANGES FOR SALARIES THAT FALL WITHIN MARKET STANDARDS. THE COMPENSATION COMMITTEE THEN AUTHORIZES THE SALARY FOR THE PRESIDENT OF THE ORGANIZATION. THE PRESIDENT IS AUTHORIZED BY THE EXECUTIVE COMPENSATION COMMITTEE AND THE FULL BOARD TO SET THE SALARIES FOR THE REMAINING EXECUTIVE STAFF. THEIR SALARY AMOUNTS ARE RECORDED IN THEIR WRITTEN EMPLOYMENT CONTRACTS.
IRS990ScheduleO/GeneralExplanation/Explanation3THE ORGANIZATION MAY MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC, IF REQUESTED, ON A CASE-BY-CASE BASIS.
IRS990ScheduleO/GeneralExplanation/Explanation4CHARLES H. POLK WORKS AN AVERAGE OF 1, 0.8, AND 60 HOURS PER WEEK FOR MOUNTAIN STATE UNIVERSITY FOUNDATION, BUILDING COMPANY, AND UNIVERSITY INC. RESPECTIVELY, ALL OF WHICH ARE ORGANIZATIONS RELATED TO MOUNTAIN STATE UNIVERSITY ENDOWMENT FUND, INC. ELMER COPPOOLSE WORKS AN AVERAGE OF 1, 0.5, AND 5 HOURS PER WEEK FOR MOUNTAIN STATE UNIVERSITY FOUNDATION, BUILDING COMPANY, AND UNIVERSITY INC. RESPECTIVELY, ALL OF WHICH ARE ORGANIZATIONS RELATED TO MOUNTAIN STATE UNIVERSITY ENDOWMENT FUND, INC. HARRIETT W. CABELL WORKS AN AVERAGE OF 0.5 AND 1.8 HOURS PER WEEK FOR MOUNTAIN STATE UNIVERSITY BUILDING COMPANY AND UNIVERSITY INC. RESPECTIVELY, BOTH OF WHICH ARE ORGANIZATIONS RELATED TO MOUNTAIN STATE UNIVERSITY ENDOWMENT FUND, INC. LYNN BLANCHARD WORKS AN AVERAGE OF 0.5 AND 1.8 HOURS PER WEEK FOR MOUNTAIN STATE UNIVERSITY BUILDING COMPANY AND UNIVERSITY INC. RESPECTIVELY, BOTH OF WHICH ARE ORGANIZATIONS RELATED TO MOUNTAIN STATE UNIVERSITY ENDOWMENT FUND, INC. V. MAX BEARD WORKS AN AVERAGE OF 0.5 AND 5 HOURS PER WEEK FOR MOUNTAIN STATE UNIVERSITY BUILDING COMPANY AND UNIVERSITY INC. RESPECTIVELY, BOTH OF WHICH ARE ORGANIZATIONS RELATED TO MOUNTAIN STATE UNIVERSITY ENDOWMENT FUND, INC. MICHELE SARRETT WORKS AN AVERAGE OF 1.0, 0.5, AND 60 HOURS PER WEEK FOR MOUNTAIN STATE UNIVERSITY FOUNDATION, BUILDING COMPANY, AND UNIVERSITY INC. RESPECTIVELY, ALL OF WHICH ARE ORGANIZATIONS RELATED TO MOUNTAIN STATE UNIVERSITY ENDOWMENT FUND, INC. MONA WISEMAN WORKS AN AVERAGE OF 0.5 AND 2 HOURS PER WEEK FOR MOUNTAIN STATE UNIVERSITY BUILDING COMPANY AND UNIVERSITY INC. RESPECTIVELY, BOTH OF WHICH ARE ORGANIZATIONS RELATED TO MOUNTAIN STATE UNIVERSITY ENDOWMENT FUND, INC. WILLIAM H. FILE, III WORKS AN AVERAGE OF 0.5 AND 2 HOURS PER WEEK FOR MOUNTAIN STATE UNIVERSITY BUILDING COMPANY AND UNIVERSITY INC. RESPECTIVELY, BOTH OF WHICH ARE ORGANIZATIONS RELATED TO MOUNTAIN STATE UNIVERSITY ENDOWMENT FUND, INC. CINDY ALEXANDER WORKS AN AVERAGE OF 1.0, 0.5, AND 60 HOURS PER WEEK FOR MOUNTAIN STATE UNIVERSITY FOUNDATION, BUILDING COMPANY, AND UNIVERSITY INC. RESPECTIVELY, ALL OF WHICH ARE ORGANIZATIONS RELATED TO MOUNTAIN STATE UNIVERSITY ENDOWMENT FUND, INC.
IRS990ScheduleO/GeneralExplanation/Explanation5NET UNREALIZED GAINS ON INVESTMENTS: 67,394.
IRS990ScheduleO/GeneralExplanation/Explanation6THE ORGANIZATION HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS REMAINS UNCHANGED FROM THE PREVIOUS YEAR.
IRS990ScheduleO/GeneralExplanation/Identifier0CHANGES IN NET ASSETS OR FUND BALANCES:
IRS990ScheduleO/GeneralExplanation/ReturnReference0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference4FORM 990, PART VII
IRS990ScheduleO/GeneralExplanation/ReturnReference5FORM 990, PART XI, LINE 5:
IRS990/ScheduleORequired01
IRS990ScheduleR/ExchangeOfAssets01
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine10PO BOX 9003
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine11PO BOX 9003
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine12PO BOX 9003
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0BECKLEY
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City1BECKLEY
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City2BECKLEY
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0WV
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State1WV
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State2WV
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode025802
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode125802
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode225802
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg00
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg10
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IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityNA2N/A
IRS990ScheduleR/Form990ScheduleRPartII/EIN0550370128

Document Assets

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Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$5,769,343
Liabilities
$219,623
Net assets
$5,549,720
Revenue
-
Expenses
$157,557
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.02$0.69$0.67
2014Detailed filing. Detailed filing data is available for this year.$0.97$0.05$0.92$0.16$1.36$1.20
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.24$0.06$2.18$3.66
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.77$0.22$5.55$0.16
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.53$0.07$5.47$0.08
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.09$1.90$7.19$0.38