Civic Intelligence

W W Westphal Trust UW

990 • Fiscal year 2020 • EIN 55-6014475

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 12, 2021

Organization ProfileN/A
PO Box 2907 - Mc 100-01-02-50Wilson, NC 27894-2907

(610) 458-3121

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2020 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

26th percentile

0.00x

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

2020 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2020

Net Margin

94th percentile

71%

Higher net margin than 94% of similar nonprofits.

2020 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

73rd percentile

$23,734

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 5.9% of source-year revenue.

2020 filings • 501(c)4 • $1M-$5M nonprofits • Source year 2020

Asset Growth

60th percentile

6.6%

Faster asset growth than 60% of similar nonprofits.

2020 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

94th percentile

146%

Faster revenue growth than 94% of similar nonprofits.

2020 filings • 501(c)4 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$4,528,123

Up $281,203 (+6.6%) from 2019

Net Assets

Up

$4,528,123

Up $281,203 (+6.6%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin94th percentile

Revenue

Up

$400,317

Up $237,827 (+146%) from 2019

Expenses

Down

$114,844

Down $40,682 (-26%) from 2019

Net Income

Up

$285,473

Up $278,509 (+3999%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

$6.0M$4.0M$2.0M$0Assets 2019: $4,246,920Liabilities 2019: $0Net Assets 2019: $4,246,9202019Assets 2020: $4,528,123Liabilities 2020: $0Net Assets 2020: $4,528,1232020Assets 2021: $4,969,775Liabilities 2021: $0Net Assets 2021: $4,969,7752021Assets 2022: $4,787,107Liabilities 2022: $0Net Assets 2022: $4,787,1072022Assets 2023: $4,818,290Liabilities 2023: $0Net Assets 2023: $4,818,2902023Assets 2024: $4,986,578Liabilities 2024: $0Net Assets 2024: $4,986,5782024

Highlighted filing

2020

Assets$4,528,123
Liabilities$0
Net Assets$4,528,123
Open 2020 Filing

Operations Trend

Revenue Growth94th percentile

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

$600K$400K$200K$0-$200KRevenue 2019: $162,490Expenses 2019: $155,526Net Income 2019: $6,9642019Revenue 2020: $400,317Expenses 2020: $114,844Net Income 2020: $285,4732020Revenue 2021: $537,485Expenses 2021: $97,832Net Income 2021: $439,6532021Revenue 2022: -$103,304Expenses 2022: $77,674Net Income 2022: -$180,9782022Revenue 2023: $123,066Expenses 2023: $84,760Net Income 2023: $38,3062023Revenue 2024: $266,822Expenses 2024: $105,162Net Income 2024: $161,6602024

Highlighted filing

2020

Revenue$400,317
Expenses$114,844
Net Income$285,473
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 12, 2021
Return Version
2020v4.1
Gross Receipts
$4,360,082
Mission and Program Overview

Mission

Trust to provide support for the martinsburg fire department in martinsburg, west virginia.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$4,246,920$4,528,123▲ $281,203
Investments in Publicly Traded Securities$4,132,910$4,434,392▲ $301,482
Savings and Temporary Cash Investments$102,659$93,730▼ $8,929
Cash and Non-Interest-Bearing Accounts$11,351$1▼ $11,350
Total Assets$4,246,920$4,528,123▲ $281,203
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,246,920$4,528,123▲ $281,203
Total Liabilities and Net Assets / Fund Balance$4,246,920$4,528,123▲ $281,203
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleBaseTotal
-Trustee$23,734$23,734
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$400,267
Other Revenue
$50
Change in Net Assets
$285,473
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$80,684
Salaries, Compensation, and Employee Benefits$23,734
Other Expenses$10,426
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$80,684--$80,684
Current Officers, Directors, Trustees, and Key Employees$11,867$11,867-$23,734
Fees for Services Legal-$8,601-$8,601
Fees for Services Accounting-$1,200-$1,200
All Other Expenses-$625-$625
Total Functional Expenses$92,551$22,293$0$114,844
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
W W WESTPHAL HOSE CO # 5Martinsburg, WV501(c)4-$80,684
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
Backup withholding compliance
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

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1A

“This organization has a sole institutional trustee and does not have a governing body.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“This organization has a sole institutional trustee and does not have a governing body.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“This organization has a sole institutional trustee and does not have a governing body.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“990 Return prepared by Trustee's tax group. Administrative officer reviews return to be sure all payouts are made accordingly.”

Form 990, Page 6, Part VI, Line 19

“These documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
W W Westphal Trust Uw
EIN
55-6014475
Phone
6104583121
Address
PO BOX 2907 - MC 100-01-02-50, WILSON, NC 27894-2907

Signing Officer

Name
Branch Banking Trust Co Trustee
Title
SVP
Phone
6104583121
Signed
2021-10-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan Cassidy
Formed
1941
Legal Domicile
Wv
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Ernst & Young US Llp
Address
40 WESTMINSTER ST STE 800, PROVIDENCE, RI 02903
Preparer
Richard Raleigh
Phone
4014573839
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“2019 transaction posted in 2020 $220.11, 2020 transaction posted in 2021 $-4,356.07, BASIS ADJUSTMENT $-136.78, ROUNDING $3”

Raw XML Appendix262 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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IRS990/AllOtherExpensesGrp/TotalAmt0625
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IRS990/FeesForServicesLegalGrp/TotalAmt08601
IRS990/ForeignActivitiesInd0false
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
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IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt023734
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01941
IRS990/FormerOfcrEmployeesListedInd0false
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IRS990/GainOrLossGrp/SecuritiesAmt0297669
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt080684
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt080684
IRS990/GrantsToDomesticOrgsGrp/TotalAmt080684
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04257434
IRS990/GrossReceiptsAmt04360082
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
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IRS990/InitialReturnInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0102598
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0102598
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04132910
IRS990/InvestmentsPubTradedSecGrp/EOYAmt04434392
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WV
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03959765
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt050
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt050
IRS990/MissionDesc0TRUST TO PROVIDE SUPPORT FOR THE MARTINSBURG FIRE DEPARTMENT IN MARTINSBURG, WEST VIRGINIA.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt04246920
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-4270
IRS990/OtherRevenueTotalAmt050
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0SUSAN CASSIDY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
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IRS990/PYGrantsAndSimilarPaidAmt0129769
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IRS990/PYTotalExpensesAmt0155526
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IRS990/SavingsAndTempCashInvstGrp/BOYAmt0102659
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IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt080684
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IRS990ScheduleI/RecipientTable/RecipientEIN0550743788
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0200 N RALEIGH ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MARTINSBURG
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WV
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IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THIS ORGANIZATION HAS A SOLE INSTITUTIONAL TRUSTEE AND DOES NOT HAVE A GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THIS ORGANIZATION HAS A SOLE INSTITUTIONAL TRUSTEE AND DOES NOT HAVE A GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THIS ORGANIZATION HAS A SOLE INSTITUTIONAL TRUSTEE AND DOES NOT HAVE A GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3990 Return prepared by Trustee's tax group. Administrative officer reviews return to be sure all payouts are made accordingly.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THESE DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt52019 transaction posted in 2020 $220.11, 2020 transaction posted in 2021 $-4,356.07, BASIS ADJUSTMENT $-136.78, ROUNDING $3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5EXPLANATION FOR FORM 990, PART XI, LINE 9
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
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ReturnHeader/BusinessOfficerGrp/SignatureDt02021-10-12
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ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0556014475
ReturnHeader/Filer/PhoneNum06104583121
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 2907 - MC 100-01-02-50
ReturnHeader/Filer/USAddress/CityNm0WILSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd0278942907
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt040 WESTMINSTER ST STE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PROVIDENCE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0RI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd002903
ReturnHeader/PreparerPersonGrp/PhoneNum04014573839
ReturnHeader/PreparerPersonGrp/PreparationDt02021-10-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD RALEIGH
ReturnHeader/ReturnTs02021-11-02T13:00:18-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,528,123
Liabilities
$0
Net assets
$4,528,123
Revenue
$400,317
Expenses
$114,844
Net income
$285,473
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.99$0.00$4.99$0.27$0.11$0.16
2023Detailed filing. Detailed filing data is available for this year.$4.82$0.00$4.82$0.12$0.08$0.04
2022Detailed filing. Detailed filing data is available for this year.$4.79$0.00$4.79$0.10$0.08$0.18
2021Detailed filing. Detailed filing data is available for this year.$4.97$0.00$4.97$0.54$0.10$0.44
2020Detailed filing. Detailed filing data is available for this year.$4.53$0.00$4.53$0.40$0.11$0.29
2019Summary only. Only limited summary data is available for this year.$4.25$0.00$4.25$0.16$0.16$0.01