Civic Intelligence

Ew Oglebay Memorial Fund C/O Security National Trust Company

990 • Fiscal year 2023 • EIN 55-6023714

Jan 01, 2023 to Dec 31, 2023 • Filed on Mar 13, 2024

Organization ProfileN/A
1300 Chapline StreetWheeling, WV 26003

(304) 233-5215

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.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Liabilities / Revenue

32nd percentile

0.00x

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Net Margin

3rd percentile

-125%

Higher net margin than 3% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2023 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2023

Asset Growth

28th percentile

-4.1%

Faster asset growth than 28% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Revenue Growth

99th percentile

2045%

Faster revenue growth than 99% of similar nonprofits.

2023 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$989,062

Down $42,167 (-4.1%) from 2022

Net Assets

Down

$989,062

Down $42,167 (-4.1%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue32nd percentileNet Margin3rd percentile

Revenue

Up

$33,659

Up $32,090 (+2045%) from 2022

Expenses

Up

$75,872

Up $3,442 (+4.8%) from 2022

Net Income

Up

-$42,213

Up $28,648 (+40%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $963,291Liabilities 2011: $0Net Assets 2011: $963,2912011Assets 2012: $986,932Liabilities 2012: $0Net Assets 2012: $986,9322012Assets 2013: $993,490Liabilities 2013: $0Net Assets 2013: $993,4902013Assets 2014: $1,011,774Liabilities 2014: $0Net Assets 2014: $1,011,7742014Assets 2015: $965,072Liabilities 2015: $0Net Assets 2015: $965,0722015Assets 2016: $1,027,768Liabilities 2016: $0Net Assets 2016: $1,027,7682016Assets 2017: $1,066,458Liabilities 2017: $0Net Assets 2017: $1,066,4582017Assets 2018: $1,101,930Liabilities 2018: $0Net Assets 2018: $1,101,9302018Assets 2019: $1,162,947Liabilities 2019: $0Net Assets 2019: $1,162,9472019Assets 2020: $1,088,254Liabilities 2020: $0Net Assets 2020: $1,088,2542020Assets 2021: $1,102,004Liabilities 2021: $0Net Assets 2021: $1,102,0042021Assets 2022: $1,031,229Liabilities 2022: $0Net Assets 2022: $1,031,2292022Assets 2023: $989,062Liabilities 2023: $0Net Assets 2023: $989,0622023Assets 2024: $1,007,086Liabilities 2024: $0Net Assets 2024: $1,007,0862024

Highlighted filing

2023

Assets$989,062
Liabilities$0
Net Assets$989,062
Open 2023 Filing

Operations Trend

Revenue Growth99th percentile

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

$200K$100K$0-$100KRevenue 2011: $4,942Expenses 2011: $56,097Net Income 2011: -$51,1552011Revenue 2012: $80,365Expenses 2012: $56,724Net Income 2012: $23,6412012Revenue 2013: $63,293Expenses 2013: $56,735Net Income 2013: $6,5582013Revenue 2014: $75,438Expenses 2014: $57,154Net Income 2014: $18,2842014Revenue 2015: $15,612Expenses 2015: $62,314Net Income 2015: -$46,7022015Revenue 2016: $130,627Expenses 2016: $67,931Net Income 2016: $62,6962016Revenue 2017: $106,929Expenses 2017: $68,239Net Income 2017: $38,6902017Revenue 2018: $103,642Expenses 2018: $68,170Net Income 2018: $35,4722018Revenue 2019: $132,053Expenses 2019: $68,658Net Income 2019: $63,3952019Revenue 2020: $22,237Expenses 2020: $97,345Net Income 2020: -$75,1082020Revenue 2021: $153,051Expenses 2021: $139,591Net Income 2021: $13,4602021Revenue 2022: $1,569Expenses 2022: $72,430Net Income 2022: -$70,8612022Revenue 2023: $33,659Expenses 2023: $75,872Net Income 2023: -$42,2132023Revenue 2024: $79,991Expenses 2024: $60,776Net Income 2024: $19,2152024

Highlighted filing

2023

Revenue$33,659
Expenses$75,872
Net Income-$42,213
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Mar 13, 2024
Return Version
2023v4.0
Gross Receipts
$152,201
Mission and Program Overview

Mission

To provide financial support for oglebay institute.

Provide financial support for oglebay institute

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,157,324$1,157,324→ $0
Investments in Publicly Traded Securities$984,847$979,497▼ $5,350
Savings and Temporary Cash Investments$45,384$7,609▼ $37,775
Cash and Non-Interest-Bearing Accounts$998$1,956▲ $958
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$-126,095$-168,262▼ $42,167
Total Assets$1,031,229$989,062▼ $42,167
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,031,229$989,062▼ $42,167
Total Liabilities and Net Assets / Fund Balance$1,031,229$989,062▼ $42,167
Compensation and Service Providers
Top Officer Pay54th percentile

Board Members and Trustees

NameTitle
Greg McdermottTrustee
John CullerTrustee
Pete HollowayTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$33,659
Other Revenue
$0
Change in Net Assets
$-42,213
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$67,500
Other Expenses$8,372
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$67,500--$67,500
Fees for Services Accounting-$950-$950
Other Expenses-$102-$102
Total Functional Expenses$67,500$8,372$0$75,872
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Oglebay InstituteWheeling, WV501 (c)(3)To Provide Financial Support to the Oglebay Institute.$67,500
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 B, Line 11B

“The return preparer provides a copy of the return to the trustees before it is filed. No review was or will be conducted.”

Form 990, Part VI, Section C, Line 19

“Copies of this information are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Ew Oglebay Memorial Fund
EIN
55-6023714
Phone
3042335215
Address
1300 CHAPLINE STREET, WHEELING, WV 26003

Signing Officer

Name
Pete Holloway
Title
Trustee
Phone
3042335215
Signed
2024-03-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Pete Holloway
Formed
1943
Legal Domicile
Wv
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Gompers Lohri & Associates Pllc
Address
117 EDGINGTON LANE, WHEELING, WV 26003-1534
Preparer
Christopher S Lohri CPA
Phone
3042429300
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Cost basis adjustment 46.”

Raw XML Appendix313 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/ActivitiesConductedPrtshpInd00
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IRS990/BooksInCareOfDetail/PhoneNum03042335219
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01300 CHAPLINE STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0WHEELING
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WV
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IRS990/DecisionsSubjectToApprovaInd00
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IRS990/DescribedInSection501c3Ind01
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IRS990/Form990PartVIISectionAGrp/PersonNm0JOHN CULLER
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IRS990/Form990PartVIISectionAGrp/PersonNm2PETE HOLLOWAY
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IRS990/FormerOfcrEmployeesListedInd00
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IRS990/GainOrLossGrp/SecuritiesAmt0-4501
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantAmt067500
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt067500
IRS990/GrantsToDomesticOrgsGrp/TotalAmt067500
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0114041
IRS990/GrossReceiptsAmt0152201
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0984847
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IRS990/IRPDocumentCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0118542
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE FINANCIAL SUPPORT FOR OGLEBAY INSTITUTE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01031229
IRS990/NetAssetsOrFundBalancesEOYAmt0989062
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-4501
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-4501
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt046
IRS990/OtherExpensesGrp/Desc0BANK TRUST FEES
IRS990/OtherExpensesGrp/Desc1PERFORMANCE MEASUREMENT
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt07320
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1102
IRS990/OtherExpensesGrp/TotalAmt07320
IRS990/OtherExpensesGrp/TotalAmt1102
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PETE HOLLOWAY
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt063125
IRS990/PYInvestmentIncomeAmt01569
IRS990/PYOtherExpensesAmt09305
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-70861
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt072430
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01569
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-42213
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0-126095
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0-168262
IRS990/SavingsAndTempCashInvstGrp/BOYAmt045384
IRS990/SavingsAndTempCashInvstGrp/EOYAmt07609
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
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IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
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IRS990ScheduleI/RecipientTable/RecipientEIN0550359760
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION REVIEWS ANNUAL REPORTS FOR COMPLIANCE IN PROVIDING FINANCIAL SUPPORT TO THE OGLEBAY INSTITUTE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE RETURN PREPARER PROVIDES A COPY OF THE RETURN TO THE TRUSTEES BEFORE IT IS FILED. NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COPIES OF THIS INFORMATION ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COST BASIS ADJUSTMENT 46.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 9:
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IRS990/SubjectToProxyTaxInd00
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IRS990/TaxExemptBondsInd00
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IRS990/VotingMembersGoverningBodyCnt03
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03042335215
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-03-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EW OGLEBAY MEMORIAL FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O SECURITY NATIONAL TRUST COMPANY
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0WV
ReturnHeader/Filer/USAddress/ZIPCd026003
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0550623999
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GOMPERS LOHRI & ASSOCIATES PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0117 EDGINGTON LANE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WHEELING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0260031534
ReturnHeader/PreparerPersonGrp/PhoneNum03042429300
ReturnHeader/PreparerPersonGrp/PreparationDt02024-03-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTOPHER S LOHRI CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-03-15T09:15:13-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PETE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HOLLOWAY
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$989,062
Liabilities
$0
Net assets
$989,062
Revenue
$33,659
Expenses
$75,872
Net income
-$42,213
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.00$1.01$0.08$0.06$0.02
2023Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.03$0.08$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.00$1.03$0.00$0.07$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.00$1.10$0.15$0.14$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$0.00$1.09$0.02$0.10$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.16$0.00$1.16$0.13$0.07$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.10$0.00$1.10$0.10$0.07$0.04
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.00$1.07$0.11$0.07$0.04
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.03$0.00$1.03$0.13$0.07$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.02$0.06$0.05
2014Summary only. Only limited summary data is available for this year.$1.01$0.00$1.01$0.08$0.06$0.02
2013Summary only. Only limited summary data is available for this year.$0.99$0.00$0.99$0.06$0.06$0.01
2012Summary only. Only limited summary data is available for this year.$0.99$0.00$0.99$0.08$0.06$0.02
2011Summary only. Only limited summary data is available for this year.$0.96$0.00$0.96$0.00$0.06$0.05