Civic Intelligence

Wvhta Educational Foundation

990EZ • Fiscal year 2021 • EIN 55-0774131

Jan 01, 2021 to Dec 31, 2021 • Filed on Mar 19, 2022

Organization ProfileN/A
PO Box 3974Charleston, WV 25339

(304) 347-3900

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2021

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2021

Net Margin

73rd percentile

29%

Higher net margin than 73% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

91st percentile

125%

Faster asset growth than 91% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

98th percentile

811%

Faster revenue growth than 98% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$39,102

Up $21,734 (+125%) from 2020

Net Assets

Up

$39,102

Up $21,734 (+125%) from 2020

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin73rd percentile

Revenue

Up

$76,086

Up $67,733 (+811%) from 2020

Expenses

Up

$54,351

Up $16,533 (+44%) from 2020

Net Income

Up

$21,735

Up $51,200 (+174%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth91st percentile

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

$80K$60K$40K$20K$0Assets 2011: $70,001Net Assets 2011: $70,0012011Assets 2012: $72,541Net Assets 2012: $72,5412012Assets 2013: $62,818Net Assets 2013: $62,8182013Assets 2014: $54,560Net Assets 2014: $54,5602014Assets 2015: $48,819Net Assets 2015: $48,8192015Assets 2016: $37,241Net Assets 2016: $37,2412016Assets 2017: $41,950Liabilities 2017: $02017Assets 2018: $46,232Net Assets 2018: $46,2322018Assets 2019: $46,833Net Assets 2019: $46,8332019Assets 2020: $17,368Net Assets 2020: $17,3682020Assets 2021: $39,102Net Assets 2021: $39,1022021Assets 2022: $26,708Net Assets 2022: $26,7082022Assets 2023: $28,831Liabilities 2023: $02023

Highlighted filing

2021

Assets$39,102
Liabilities-
Net Assets$39,102
Open 2021 Filing

Operations Trend

Revenue Growth98th percentile

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

$100K$50K$0-$50KRevenue 2011: $29,286Expenses 2011: $30,815Net Income 2011: -$1,5292011Revenue 2012: $30,363Expenses 2012: $27,823Net Income 2012: $2,5402012Revenue 2013: $29,089Expenses 2013: $38,812Net Income 2013: -$9,7232013Revenue 2014: $33,119Expenses 2014: $41,378Net Income 2014: -$8,2592014Revenue 2015: $32,818Expenses 2015: $38,559Net Income 2015: -$5,7412015Revenue 2016: $32,453Expenses 2016: $44,031Net Income 2016: -$11,5782016Revenue 2017: $45,151Expenses 2017: $40,442Net Income 2017: $4,7092017Revenue 2018: $47,947Expenses 2018: $43,666Net Income 2018: $4,2812018Revenue 2019: $40,078Expenses 2019: $39,477Net Income 2019: $6012019Revenue 2020: $8,353Expenses 2020: $37,818Net Income 2020: -$29,4652020Revenue 2021: $76,086Expenses 2021: $54,351Net Income 2021: $21,7352021Revenue 2022: $32,771Expenses 2022: $45,165Net Income 2022: -$12,3942022Revenue 2023: $40,710Expenses 2023: $38,587Net Income 2023: $2,1232023

Highlighted filing

2021

Revenue$76,086
Expenses$54,351
Net Income$21,735
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Mar 19, 2022
Return Version
2021v4.0
Gross Receipts
$76,086
Mission and Program Overview

Mission

To provide scholarships to eligible individuals

Program Services

DescriptionGrantsExpenses
FUNDS ARE USED TO PROVIDE SCHOLARSHIPS TO INDIVIDUALS WHO WISH TO PURSUE AN EDUCATION IN THE HOSPITALITY, TRAVEL AND TOURISM AREAS.$3,000$54,351
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FRANK JORGENSENPresident-$0--
FRANK DEMARCOTreasurer-$0--
GREG ATKINSONBoard Member-$0--
TAMI MAYNARDSecretary-$0--
SHARON ROWEBoard Member-$0--
JERRY HENDERSONVice Preside-$0--
CHRIS RICHARDSBoard Member-$0--
CARA ROSEBoard Member-$0--
BETTY IRELANDBoard Member-$0--
A J ALURIBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Wvhta Educational Foundation
EIN
55-0774131
Phone
3043473900
Address
PO BOX 3974, CHARLESTON, WV 25339

Signing Officer

Name
Frank Jorgensen
Title
President
Phone
3043473900
Signed
2022-03-19
Discuss with paid preparer
Yes

Preparer

Firm
Smith Cochran & Hicks Pllc
Address
3510 MACCORKLE AVE SE, CHARLESTON, WV 25304-1420
Preparer
Patrick C Smith
Phone
3043451151
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“REFUND 500 TOTAL 500”

Form 990-ez, Part I, Line 16

“Expenses hospitality cup 46,570 wv welcome 2,855 pro start 826 website development 450 total 50,701”

Form 990-ez, Part II, Line 24

“Computer equipment 2,797 2,797 less accumulated depreciation 2,797 2,797 total 0 0”

Raw XML Appendix167 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.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PhoneNum03043451151
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03510 MACCORKLE AVE SE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHARLESTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WV
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd025304
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt017367
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt039102
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt075462
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt021735
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0650
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt017367
IRS990EZ/Form990TotalAssetsGrp/EOYAmt039102
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03000
IRS990EZ/GrossReceiptsAmt076086
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0124
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt017367
IRS990EZ/NetAssetsOrFundBalancesEOYAmt039102
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt017367
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt039102
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt4000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt5000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt6000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt7000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt8000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt9000.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt70
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt90
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0FRANK JORGENSEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1FRANK DEMARCO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GREG ATKINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3TAMI MAYNARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SHARON ROWE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5JERRY HENDERSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CHRIS RICHARDS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7CARA ROSE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8BETTY IRELAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9A J ALURI
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8BOARD MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9BOARD MEMBER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt050701
IRS990EZ/OtherRevenueTotalAmt0500
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE SCHOLARSHIPS TO ELIGIBLE INDIVIDUALS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0FUNDS ARE USED TO PROVIDE SCHOLARSHIPS TO INDIVIDUALS WHO WISH TO PURSUE AN EDUCATION IN THE HOSPITALITY, TRAVEL AND TOURISM AREAS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt054351
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt054351
IRS990EZ/TotalProgramServiceExpensesAmt054351
IRS990EZ/TotalRevenueAmt076086
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt075462
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt08300
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt040022
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt047892
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt045103
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0216779
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0124
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt053
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt056
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt055
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt048
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0336
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0733
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99850
IRS990ScheduleA/PublicSupportPY170Pct00.99840
IRS990ScheduleA/PublicSupportTotal170Amt0216779
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt075462
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt08300
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt040022
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt047892
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt045103
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0216779
IRS990ScheduleA/TotalSupportAmt0217115
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0REFUND 500 TOTAL 500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES HOSPITALITY CUP 46,570 WV WELCOME 2,855 PRO START 826 WEBSITE DEVELOPMENT 450 TOTAL 50,701
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPUTER EQUIPMENT 2,797 2,797 LESS ACCUMULATED DEPRECIATION 2,797 2,797 TOTAL 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART II, LINE 24
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FRANK JORGENSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03043473900
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-03-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WVHTA EDUCATIONAL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WVHT
ReturnHeader/Filer/EIN0550774131
ReturnHeader/Filer/PhoneNum03043473900
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3974
ReturnHeader/Filer/USAddress/CityNm0CHARLESTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WV
ReturnHeader/Filer/USAddress/ZIPCd025339
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0550697264
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SMITH COCHRAN & HICKS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03510 MACCORKLE AVE SE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLESTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0253041420
ReturnHeader/PreparerPersonGrp/PhoneNum03043451151
ReturnHeader/PreparerPersonGrp/PreparationDt02022-03-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PATRICK C SMITH
ReturnHeader/ReturnTs02022-04-11T19:25:24-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0FRANK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JORGENSEN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$39,102
Liabilities
-
Net assets
$39,102
Revenue
$76,086
Expenses
$54,351
Net income
$21,735
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$28.8$0.00$40.7$38.6$2.12
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.7$26.7$32.8$45.2$12.4
2021Detailed filing. Detailed filing data is available for this year.$39.1$39.1$76.1$54.4$21.7
2020Detailed filing. Detailed filing data is available for this year.$17.4$17.4$8.35$37.8$29.5
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$46.8$46.8$40.1$39.5$0.60
2018Detailed filing. Detailed filing data is available for this year.$46.2$46.2$47.9$43.7$4.28
2017Summary only. Only limited summary data is available for this year.$42.0$0.00$45.2$40.4$4.71
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.2$37.2$32.5$44.0$11.6
2015Detailed filing. Detailed filing data is available for this year.$48.8$48.8$32.8$38.6$5.74
2014Detailed filing. Detailed filing data is available for this year.$54.6$54.6$33.1$41.4$8.26
2013Detailed filing. Detailed filing data is available for this year.$62.8$62.8$29.1$38.8$9.72
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$72.5$72.5$30.4$27.8$2.54
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$70.0$70.0$29.3$30.8$1.53