Civic Intelligence

Swva Inc Collective Bargaining Unit Voluntary Employees

990 • Fiscal year 2021 • EIN 55-0729011

Jul 01, 2020 to Jun 30, 2021 • Filed on Aug 24, 2022

Organization ProfileN/A

View Organization Page

PO Box 2547Huntington, WV 25726

(304) 696-8200

Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

2021 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

33rd percentile

0.00x

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

2021 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2021

Net Margin

94th percentile

79%

Higher net margin than 94% of similar nonprofits.

2021 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

67th percentile

$29,870

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 4.0% of source-year revenue.

2021 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2021

Asset Growth

85th percentile

25%

Faster asset growth than 85% of similar nonprofits.

2021 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

62nd percentile

7.0%

Faster revenue growth than 62% of similar nonprofits.

2021 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$5,126,596

Up $1,008,942 (+25%) from 2020

Net Assets

Up

$5,126,596

Up $1,008,942 (+25%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin94th percentile

Revenue

Up

$737,762

Up $48,480 (+7.0%) from 2020

Expenses

Down

$151,646

Down $15,131 (-9.1%) from 2020

Net Income

Up

$586,116

Up $63,611 (+12%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $32,693Liabilities 2011: $0Net Assets 2011: $32,6932011Assets 2012: $262,571Liabilities 2012: $0Net Assets 2012: $262,5712012Assets 2013: $577,884Liabilities 2013: $0Net Assets 2013: $577,8842013Assets 2014: $923,167Liabilities 2014: $0Net Assets 2014: $923,1672014Assets 2015: $1,278,971Liabilities 2015: $0Net Assets 2015: $1,278,9712015Assets 2016: $1,849,243Liabilities 2016: $111,080Net Assets 2016: $1,738,1632016Assets 2017: $2,285,608Liabilities 2017: $0Net Assets 2017: $2,285,6082017Assets 2018: $2,815,934Liabilities 2018: $0Net Assets 2018: $2,815,9342018Assets 2019: $3,494,879Liabilities 2019: $0Net Assets 2019: $3,494,8792019Assets 2020: $4,117,654Liabilities 2020: $0Net Assets 2020: $4,117,6542020Assets 2021: $5,126,596Liabilities 2021: $0Net Assets 2021: $5,126,5962021Assets 2022: $4,870,051Liabilities 2022: $0Net Assets 2022: $4,870,0512022

Highlighted filing

2021

Assets$5,126,596
Liabilities$0
Net Assets$5,126,596
Open 2021 Filing

Operations Trend

Revenue Growth62nd percentile

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

$1.0M$500K$0-$500KRevenue 2011: $454,345Expenses 2011: $525,309Net Income 2011: -$70,9642011Revenue 2012: $528,821Expenses 2012: $298,942Net Income 2012: $229,8792012Revenue 2013: $541,879Expenses 2013: $222,157Net Income 2013: $319,7222013Revenue 2014: $549,760Expenses 2014: $205,387Net Income 2014: $344,3732014Revenue 2015: $554,440Expenses 2015: $178,394Net Income 2015: $376,0462015Revenue 2016: $653,752Expenses 2016: $170,450Net Income 2016: $483,3022016Revenue 2017: $637,473Expenses 2017: $175,016Net Income 2017: $462,4572017Revenue 2018: $662,704Expenses 2018: $152,116Net Income 2018: $510,5882018Revenue 2019: $711,219Expenses 2019: $156,940Net Income 2019: $554,2792019Revenue 2020: $689,282Expenses 2020: $166,777Net Income 2020: $522,5052020Revenue 2021: $737,762Expenses 2021: $151,646Net Income 2021: $586,1162021Revenue 2022: $743,785Expenses 2022: $162,629Net Income 2022: $581,1562022

Highlighted filing

2021

Revenue$737,762
Expenses$151,646
Net Income$586,116
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Aug 24, 2022
Return Version
2020v4.2
Gross Receipts
$737,762
Mission and Program Overview

Mission

Provide reimbursement to participants for medical insurance.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$4,117,654$5,126,596▲ $1,008,942
Investments in Publicly Traded Securities$4,025,592$4,958,283▲ $932,691
Cash and Non-Interest-Bearing Accounts$92,062$168,313▲ $76,251
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$4,117,654$5,126,596▲ $1,008,942
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,117,654$5,126,596▲ $1,008,942
Total Liabilities and Net Assets / Fund Balance$4,117,654$5,126,596▲ $1,008,942
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleBaseTotal
Pnc BankInstitutional Trustee$29,870$29,870

Board Members and Trustees

NameTitle
Brandi VickersMgmt Committ. Mbr
Dexter ChildersMgmt Committ. Mbr
Elizabeth GrossMgmt Committ. Mbr
JOHN O'CONNORMgmt Committ. Mbr
Carl GooderhamUnion Committ. Mber
Jamie AkersUnion Committ. Mber
Rachael DavisUnion Committ. Mber
Tracy RichardsonUnion Committ. Mber
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$584,442
Investment Income
$153,320
Other Revenue
$0
Change in Net Assets
$586,116

Audited Revenue Reconciliation

Revenue per Audited Statements
$737,762
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$422,826
Total Revenue per Audited Statements
$1,160,588
Total Revenue per Form 990
$737,762
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$55,578
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$96,068
Fees for Service Investment Mgmnt Fees---$29,870
Fees for Services Accounting---$9,853
Other Expenses---$2,000
Total Functional Expenses$0$0$0$151,646

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$151,646
Total Expenses per Audited Statements$151,646
Total Expenses per Form 990$151,646
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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 B, Line 11B

“The form 990 is reviewed by management prior to filing with the irs.”

Form 990, Part VI, Section C, Line 18

“Documents made available upon request.”

Form 990, Part VI, Section C, Line 19

“Documents made available upon request.”

Form 990 Part VII

“The committee members are appointed by the employer and the union. The committee as a whole operates as the plan administrator. They set investment policy and periodically review the plan. The plan employs an institutional trustee who handles the day to day transactions, following the policies of the plan as directed by the committee members and monitored by the committee members.”

Filing and Contact Details

Filer

Filer Name
Swva Inc Collective Bargaining Unit
EIN
55-0729011
Phone
3046968200
Address
PO BOX 2547, HUNTINGTON, WV 25726

Signing Officer

Name
James H Johnson
Title
Controller
Phone
3046968200
Signed
2022-08-24
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James H Johnson
Formed
1993
Legal Domicile
Wv
Voting Board Members
8
Independent Board Members
0
Employees
0
Volunteers
8

Preparer

Firm
Forvis Llp
Address
500 RIDGEFIELD COURT, ASHEVILLE, NC 28806
Preparer
Amy Bibby
Phone
8282542254
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The plan administrator has analyzed the tax position taken by the plan and has concluded that, as of june 30, 2021, there are not uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements.”

Raw XML Appendix350 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/BenefitsToMembersGrp/TotalAmt096068
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SWVA INC
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0PNC BANK
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0INSTITUTIONAL TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1MGMT COMMITT. MBR
IRS990/Form990PartVIISectionAGrp/TitleTxt2MGMT COMMITT. MBR
IRS990/Form990PartVIISectionAGrp/TitleTxt3MGMT COMMITT. MBR
IRS990/Form990PartVIISectionAGrp/TitleTxt4MGMT COMMITT. MBR
IRS990/Form990PartVIISectionAGrp/TitleTxt5UNION COMMITT. MBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6UNION COMMITT. MBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7UNION COMMITT. MBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8UNION COMMITT. MBER
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GroupReturnForAffiliatesInd00
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IRS990/IndivRcvdGreaterThan100KCnt00
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IRS990/PartialLiquidationInd00
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITION TAKEN BY THE PLAN AND HAS CONCLUDED THAT, AS OF JUNE 30, 2021, THERE ARE NOT UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY MANAGEMENT PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE COMMITTEE MEMBERS ARE APPOINTED BY THE EMPLOYER AND THE UNION. THE COMMITTEE AS A WHOLE OPERATES AS THE PLAN ADMINISTRATOR. THEY SET INVESTMENT POLICY AND PERIODICALLY REVIEW THE PLAN. THE PLAN EMPLOYS AN INSTITUTIONAL TRUSTEE WHO HANDLES THE DAY TO DAY TRANSACTIONS, FOLLOWING THE POLICIES OF THE PLAN AS DIRECTED BY THE COMMITTEE MEMBERS AND MONITORED BY THE COMMITTEE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990 PART VII
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IRS990ScheduleR/PaidEmployeesSharingInd00
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IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0WV
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt04117654
IRS990/TotalAssetsEOYAmt05126596
IRS990/TotalAssetsGrp/BOYAmt04117654
IRS990/TotalAssetsGrp/EOYAmt05126596
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0151646
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IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04117654
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05126596
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt096068
IRS990/TotalProgramServiceRevenueAmt0584442
IRS990/TotalReportableCompFromOrgAmt029870
IRS990/TotalRevenueGrp/ExclusionAmt0153320
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0584442
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0737762
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IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04117654
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05126596
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IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 2547
IRS990/USAddress/CityNm0HUNTINGTON
IRS990/USAddress/StateAbbreviationCd0WV
IRS990/USAddress/ZIPCd025726
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd00
ReasonableCauseExplanation/ExplanationTxt0THE FORM 990 WAS PREPARED TO BE SUBMITTED TIMELY PRIOR TO THE EXTENDED DEADLINE OF MAY 16, 2022. THE ORGANIZATION SELF PREPARED THE FORM AND HAS BEEN UNSUCCESSFULLY ABLE TO ELECTRONICALLY FILE THE RETURN AS A SELF PREPARER. THE ORGANIZATION CONTRACTED WITH A CPA FIRM IN ORDER TO BE ABLE TO SUBMIT THE FORM 990 ELECTRONICALLY.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES H JOHNSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CONTROLLER
ReturnHeader/BusinessOfficerGrp/PhoneNum03046968200
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SWVA INC COLLECTIVE BARGAINING UNIT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0VOLUNTARY EMPLOYEE'S BENEFICIARY ASSOCIA
ReturnHeader/Filer/BusinessNameControlTxt0SWVA
ReturnHeader/Filer/EIN0550729011
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ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2547
ReturnHeader/Filer/USAddress/CityNm0HUNTINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WV
ReturnHeader/Filer/USAddress/ZIPCd025726
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0440160260
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FORVIS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0500 RIDGEFIELD COURT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ASHEVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028806
ReturnHeader/PreparerPersonGrp/PhoneNum08282542254
ReturnHeader/PreparerPersonGrp/PreparationDt02022-07-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0AMY BIBBY
ReturnHeader/ReturnTs02022-08-24T14:52:55-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JAMES
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JOHNSON
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,126,596
Liabilities
$0
Net assets
$5,126,596
Revenue
$737,762
Expenses
$151,646
Net income
$586,116
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.87$0.00$4.87$0.74$0.16$0.58
2021Detailed filing. Detailed filing data is available for this year.$5.13$0.00$5.13$0.74$0.15$0.59
2020Summary only. Only limited summary data is available for this year.$4.12$0.00$4.12$0.69$0.17$0.52
2019Summary only. Only limited summary data is available for this year.$3.49$0.00$3.49$0.71$0.16$0.55
2018Summary only. Only limited summary data is available for this year.$2.82$0.00$2.82$0.66$0.15$0.51
2017Summary only. Only limited summary data is available for this year.$2.29$0.00$2.29$0.64$0.18$0.46
2016Summary only. Only limited summary data is available for this year.$1.85$0.11$1.74$0.65$0.17$0.48
2015Summary only. Only limited summary data is available for this year.$1.28$0.00$1.28$0.55$0.18$0.38
2014Summary only. Only limited summary data is available for this year.$0.92$0.00$0.92$0.55$0.21$0.34
2013Summary only. Only limited summary data is available for this year.$0.58$0.00$0.58$0.54$0.22$0.32
2012Summary only. Only limited summary data is available for this year.$0.26$0.00$0.26$0.53$0.30$0.23
2011Summary only. Only limited summary data is available for this year.$0.03$0.00$0.03$0.45$0.53$0.07