Civic Intelligence

Stanley Clemans Fund UW Melvin G Sperry

EIN 55-6019574 • 501(c)3 • Bridgeport, WV

Profile

NONE

400 White Oaks BlvdBridgeport, WV 26330

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

97th percentile

85%

Higher net margin than 97% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

64th percentile

8.9%

Faster asset growth than 64% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

93rd percentile

131%

Faster revenue growth than 93% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$2,254,370

Up $184,548 (+8.9%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$2,254,370

Up $184,548 (+8.9%) from 2023

Operations
Liabilities / Revenue20th percentileNet Margin97th percentile

Revenue

Up

$193,477

Up $109,679 (+131%) from 2023

Expenses

Down

$29,747

Down $25,968 (-47%) from 2023

Net Income

Up

$163,730

Up $135,647 (+483%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth64th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2011: $1,038,525Liabilities 2011: $0Net Assets 2011: $1,038,5252011Assets 2012: $1,136,414Liabilities 2012: $0Net Assets 2012: $1,136,4142012Assets 2013: $1,284,127Liabilities 2013: $0Net Assets 2013: $1,284,1272013Assets 2014: $1,405,105Liabilities 2014: $0Net Assets 2014: $1,405,1052014Assets 2015: $1,382,834Liabilities 2015: $0Net Assets 2015: $1,382,8342015Assets 2016: $1,465,160Liabilities 2016: $0Net Assets 2016: $1,465,1602016Assets 2017: $1,623,153Liabilities 2017: $0Net Assets 2017: $1,623,1532017Assets 2018: $1,509,928Liabilities 2018: $0Net Assets 2018: $1,509,9282018Assets 2019: $1,783,388Liabilities 2019: $0Net Assets 2019: $1,783,3882019Assets 2020: $1,949,440Liabilities 2020: $0Net Assets 2020: $1,949,4402020Assets 2021: $2,238,492Liabilities 2021: $0Net Assets 2021: $2,238,4922021Assets 2022: $1,856,220Liabilities 2022: $0Net Assets 2022: $1,856,2202022Assets 2023: $2,069,822Liabilities 2023: $0Net Assets 2023: $2,069,8222023Assets 2024: $2,254,370Liabilities 2024: $0Net Assets 2024: $2,254,3702024

Highlighted filing

2024

Assets$2,254,370
Liabilities$0
Net Assets$2,254,370
Open 2024 Filing

Operations Trend

Revenue Growth93rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$300K$200K$100K$0Revenue 2011: $35,185Expenses 2011: $28,981Net Income 2011: $6,2042011Revenue 2012: $38,727Expenses 2012: $29,214Net Income 2012: $9,5132012Revenue 2013: $33,564Expenses 2013: $28,218Net Income 2013: $5,3462013Revenue 2014: $393,202Expenses 2014: $40,218Net Income 2014: $352,9842014Revenue 2015: $57,377Expenses 2015: $34,131Net Income 2015: $23,2462015Revenue 2016: $56,729Expenses 2016: $34,562Net Income 2016: $22,1672016Revenue 2017: $112,064Expenses 2017: $34,747Net Income 2017: $77,3172017Revenue 2018: $65,661Expenses 2018: $37,195Net Income 2018: $28,4662018Revenue 2019: $100,653Expenses 2019: $39,301Net Income 2019: $61,3522019Revenue 2020: $74,112Expenses 2020: $37,690Net Income 2020: $36,4222020Revenue 2021: $128,483Expenses 2021: $38,241Net Income 2021: $90,2422021Revenue 2022: $255,219Expenses 2022: $40,512Net Income 2022: $214,7072022Revenue 2023: $83,798Expenses 2023: $55,715Net Income 2023: $28,0832023Revenue 2024: $193,477Expenses 2024: $29,747Net Income 2024: $163,7302024

Highlighted filing

2024

Revenue$193,477
Expenses$29,747
Net Income$163,730
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,254,370
Liabilities
$0
Net assets
$2,254,370
Revenue
$193,477
Expenses
$29,747
Net income
$163,730
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.25$0.00$2.25$0.19$0.03$0.16
2023Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.08$0.06$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.26$0.04$0.21
2021Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$0.13$0.04$0.09
2020Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.07$0.04$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.10$0.04$0.06
2018Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.07$0.04$0.03
2017Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.11$0.03$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.06$0.03$0.02
2015Summary only. Only limited summary data is available for this year.$1.38$0.00$1.38$0.06$0.03$0.02
2014Summary only. Only limited summary data is available for this year.$1.41$0.00$1.41$0.39$0.04$0.35
2013Summary only. Only limited summary data is available for this year.$1.28$0.00$1.28$0.03$0.03$0.01
2012Summary only. Only limited summary data is available for this year.$1.14$0.00$1.14$0.04$0.03$0.01
2011Summary only. Only limited summary data is available for this year.$1.04$0.00$1.04$0.04$0.03$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$193,477
Mission and Program Overview

Mission

NONE

To invest trust assets in a manner which produces investment income for the purchase of books & publications to benefit the clarksburg-harrison public library

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,069,822$2,254,370▲ $184,548
Investments Other Securities$2,043,268$2,198,545▲ $155,277
Savings and Temporary Cash Investments$26,554$55,825▲ $29,271
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,069,822$2,254,370▲ $184,548
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,069,822$2,254,370▲ $184,548
Total Liabilities and Net Assets / Fund Balance$2,069,822$2,254,370▲ $184,548

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$159,215--
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Benjamin G DavissonTrustee
Frank E Simmerman IiiTrustee
Roger S Christenson IiTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$193,477
Other Revenue
$0
Change in Net Assets
$163,730
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$20,000
Other Expenses$9,747
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$20,000--$20,000
Fees for Services Accounting-$2,950-$2,950
Other Expenses-$646-$646
Total Functional Expenses$20,000$9,747$0$29,747
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Clarksburg-harrison Public LibraryClarksburg, WV-Provide Funds for the Purch of Books/pubs for Clarksburg-harrison Public Library$20,000
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
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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 A, Line 8B

“No committees, with the authority to act on behalf of the governing body, exist.”

Form 990, Part VI, Section B, Line 11B

“Each trustee is given a copy of form 990 to review and approve before filing.”

Form 990, Part VI, Section C, Line 19

“The governing documents and financial statements of the organization are available to the public, upon request, at the address of trustee, roger s. Christenson.”

Filing and Contact Details

Filer

Filer Name
Stanley Clemans Fund Uw Melvin G Sperry
EIN
55-6019574
Phone
3046105591
Address
400 WHITE OAKS BLVD, BRIDGEPORT, WV 26330

Signing Officer

Name
Roger S Christenson Ii
Title
Trustee
Phone
3046105591
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Roger S Christenson Ii
Formed
1961
Legal Domicile
Wv
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Cava & Banko Pllc
Address
117 EAST MAIN ST, BRIDGEPORT, WV 26330
Preparer
Julius D Aloi CPA
Phone
3048424499
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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO INVEST TRUST ASSETS IN A MANNER WHICH PRODUCES INVESTMENT INCOME FOR THE PURCHASE OF BOOKS & PUBLICATIONS TO BENEFIT THE CLARKSBURG-HARRISON PUBLIC LIBRARY
IRS990/AddressChangeInd0X
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ROGER CHRISTENSON
IRS990/BooksInCareOfDetail/PhoneNum03046105591
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0400 WHITE OAKS BLVD
IRS990/BooksInCareOfDetail/USAddress/CityNm0BRIDGEPORT
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WV
IRS990/BooksInCareOfDetail/USAddress/ZIPCd026330
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt020000
IRS990/CYInvestmentIncomeAmt0193477
IRS990/CYOtherExpensesAmt09747
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0163730
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt029747
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0193477
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVIDED SEMI-ANNUAL ALLOCATIONS OF THE NET INCOME GENERATED FROM TRUST ASSETS TO THE CLARKSBURG-HARRISON PUBLIC LIBRARY FOR THE PURCHASE OF BOOKS & PUBLICATIONS TO BENEFIT THE LIBRARY
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt020000
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt02950
IRS990/FeesForServicesAccountingGrp/TotalAmt02950
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0ROGER S CHRISTENSON II
IRS990/Form990PartVIISectionAGrp/PersonNm1FRANK E SIMMERMAN III
IRS990/Form990PartVIISectionAGrp/PersonNm2BENJAMIN G DAVISSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01961
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0129340
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt020000
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt020000
IRS990/GrantsToDomesticOrgsGrp/TotalAmt020000
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0129340
IRS990/GrossReceiptsAmt0193477
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt064137
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt064137
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt02043268
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02198545
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WV
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt00
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0NONE
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02069822
IRS990/NetAssetsOrFundBalancesEOYAmt02254370
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0129340
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0129340
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt020818
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ADVISORY FEES
IRS990/OtherExpensesGrp/Desc1FOREIGN TAX PAID
IRS990/OtherExpensesGrp/Desc2TRUSTEE BOND
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt05424
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1727
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2646
IRS990/OtherExpensesGrp/TotalAmt05424
IRS990/OtherExpensesGrp/TotalAmt1727
IRS990/OtherExpensesGrp/TotalAmt2646
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0ROGER S CHRISTENSON II
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt047000
IRS990/PYInvestmentIncomeAmt083798
IRS990/PYOtherExpensesAmt08715
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt028083
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt055715
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt083798
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0163730
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02069822
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02254370
IRS990/SavingsAndTempCashInvstGrp/BOYAmt026554
IRS990/SavingsAndTempCashInvstGrp/EOYAmt055825
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0550530203
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt020000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0CLARKSBURG-HARRISON PUBLIC LIBRARY
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt020000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0167481
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt1188526
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt29670
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt330143
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt4189366
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt5184341
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt629773
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt7161384
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt8334808
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt935795
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt10408042
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt11150596
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt12149405
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt13159215
IRS990ScheduleD/OtherSecuritiesGrp/Desc0AMERICAN FUNDS CAPITAL WORLD GROWTH & INCOME CL F2
IRS990ScheduleD/OtherSecuritiesGrp/Desc1COHEN & STEERS RLTY SHARES INC
IRS990ScheduleD/OtherSecuritiesGrp/Desc2COTERRA ENERGY INC SR NOTE
IRS990ScheduleD/OtherSecuritiesGrp/Desc3ENERGY TRANSFER LP SR NOTE
IRS990ScheduleD/OtherSecuritiesGrp/Desc4FIRST TRUST EXCHANGE TRADED FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc5FIRST TRUST SMID CAP RISING
IRS990ScheduleD/OtherSecuritiesGrp/Desc6FORD MOTOR CREDIT CO LLC CREDIT NOTES SURVIVOR OPTION
IRS990ScheduleD/OtherSecuritiesGrp/Desc7INVESCO DIVERSIFIED DIVIDEND FUND CLASS Y
IRS990ScheduleD/OtherSecuritiesGrp/Desc8INVESCO EQUALLY WEIGHTED S&P 500 CL Y
IRS990ScheduleD/OtherSecuritiesGrp/Desc9JEFFRIES FINL GROUP IN SR NOTE
IRS990ScheduleD/OtherSecuritiesGrp/Desc10PGIM TOTAL RETURN BOND CL Z
IRS990ScheduleD/OtherSecuritiesGrp/Desc11PIMCO FDS PAC INVT MGMT SER LOW DURATION FD
IRS990ScheduleD/OtherSecuritiesGrp/Desc12RYDEX SER FDS NASDAQ-100 FD INV CL
IRS990ScheduleD/OtherSecuritiesGrp/Desc13THORNBURG INVESTMENT INCOME BUILDER CL I
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd4F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd5F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd6F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd7F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd8F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd9F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd10F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd11F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd12F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd13F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt02198545
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt020000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROVIDE FUNDS FOR THE PURCH OF BOOKS/PUBS FOR CLARKSBURG-HARRISON PUBLIC LIBRARY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CLARKSBURG-HARRISON PUBLIC LIBRARY
IRS990ScheduleI/RecipientTable/RecipientEIN0550530203
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0404 W PIKE ST
IRS990ScheduleI/RecipientTable/USAddress/CityNm0CLARKSBURG
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WV
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd026301
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO COMMITTEES, WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY, EXIST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH TRUSTEE IS GIVEN A COPY OF FORM 990 TO REVIEW AND APPROVE BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS OF THE ORGANIZATION ARE AVAILABLE TO THE PUBLIC, UPON REQUEST, AT THE ADDRESS OF TRUSTEE, ROGER S. CHRISTENSON.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02069822
IRS990/TotalAssetsEOYAmt02254370
IRS990/TotalAssetsGrp/BOYAmt02069822
IRS990/TotalAssetsGrp/EOYAmt02254370
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09747
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt020000
IRS990/TotalFunctionalExpensesGrp/TotalAmt029747
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02069822
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02254370
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt020000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0193477
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0193477
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02069822
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02254370
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0400 WHITE OAKS BLVD
IRS990/USAddress/CityNm0BRIDGEPORT
IRS990/USAddress/StateAbbreviationCd0WV
IRS990/USAddress/ZIPCd026330
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROGER S CHRISTENSON II
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03046105591
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0STANLEY CLEMANS FUND UW MELVIN G SPERRY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O ROGER S CHRISTENSON II
ReturnHeader/Filer/BusinessNameControlTxt0STAN
ReturnHeader/Filer/EIN0556019574
ReturnHeader/Filer/PhoneNum03046105591
ReturnHeader/Filer/USAddress/AddressLine1Txt0400 WHITE OAKS BLVD
ReturnHeader/Filer/USAddress/CityNm0BRIDGEPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WV
ReturnHeader/Filer/USAddress/ZIPCd026330
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0262458029
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CAVA & BANKO PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0117 EAST MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRIDGEPORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd026330
ReturnHeader/PreparerPersonGrp/PhoneNum03048424499
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIUS D ALOI CPA
ReturnHeader/ReturnTs02025-11-17T14:52:24-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.