Joseph Arkwright Scholarship Fund Tr

990EZ • Fiscal year 2013 • EIN 55-6029582

Jan 01, 2013 to Dec 31, 2013 • Filed on Apr 16, 2014

Organization Profile N/A

PO Box 2907 - Trust Tax Dept27894-2907

(304) 285-2361

Siviq Scores

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

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

0.00x

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

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

15%

Higher net margin than 72% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

$4,600

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 52.5% of source-year revenue.

2013 filings • 501(c)3 • <$500k nonprofits • Source year 2013

0.7%

Faster asset growth than 48% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

-41%

Faster revenue growth than 11% of similar nonprofits.

2013 filings • 501(c)3 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet

Liabilities / Assets55th percentile

Assets

$218,531

Up $1,444 (+0.7%) from 2012

Net Assets

$218,531

Up $1,444 (+0.7%) from 2012

Liabilities

Flat

Flat from 2012

Revenue And Expenses

Liabilities / Revenue56th percentile Net Margin72nd percentile

Revenue

Down

$8,770

Down $6,010 (-41%) from 2012

Expenses

Down

$7,423

Down $616 (-7.7%) from 2012

Net Income

Down

$1,347

Down $5,394 (-80%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth48th percentile

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

Highlighted filing

2013

Assets$218,531

Liabilities$0

Net Assets$218,531

Open 2013 Filing

Operations Trend

Revenue Growth11th percentile

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

Highlighted filing

2013

Revenue$8,770

Expenses$7,423

Net Income$1,347

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2013 to Dec 31, 2013
Signed: Apr 16, 2014
Return Version: 2013v3.1
Gross Receipts: $84,578

Mission and Program Overview

Mission

Provide income to the loyalty permanent endowment fund of wvu alumni association for scholarship loans and/or grants

Program Services

Description	Grants	Expenses
THE LPEF OF WVU ALUMNI ASSOC FOR SCHOLARSHIP LOANS AND GRANTS	$2,748	$2,748

Compensation and Service Providers

Top Officer Pay75th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
-	Trustee	-	$4,600	-	$4,600

Filing and Contact Details

Filer

EIN: 55-6029582
Phone: 3042852361

Signing Officer

Name: Branch Banking Trust Co Trustee
Title: Vice President
Phone: 3042852361
Signed: 2014-04-16

Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 16

“FOREIGN TAXES PAID 75”

Form 990-EZ, Part I, Line 20

“Diff in mutual fds rec/reported 98”

Raw XML Appendix110 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
IRS990EZ/ActivitiesNotPreviouslyRptInd	0	false
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1	0	BRANCH BANKING AND TRUST COMPANY
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	3042852361
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1	0	496 HIGH ST
IRS990EZ/BooksInCareOfDetail/USAddress/City	0	MORGANTOWN
IRS990EZ/BooksInCareOfDetail/USAddress/State	0	WV
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode	0	265055529
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	217087
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	218531
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt	0	75808
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	1347
IRS990EZ/FiledScheduleAInd	0	true
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	217087
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	218531
IRS990EZ/GainOrLossFromSaleOfAssetsAmt	0	3878
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	2748
IRS990EZ/GrossReceiptsAmt	0	84578
IRS990EZ/GrossReceiptsForPublicUseAmt	0	0
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InitiationFeesAndCapContriAmt	0	0
IRS990EZ/InvestmentIncomeAmt	0	4892
IRS990EZ/LandAndBuildingsGrp/EOYAmt	0	0
IRS990EZ/LobbyingActivitiesInd	0	false
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	217087
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	218531
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	217087
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	218531
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	1.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1	0	BRANCH BANKING & TRUST COMPANY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	4600
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	TRUSTEE
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501c3Ind	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	0
IRS990EZ/OtherChangesInNetAssetsAmt	0	97
IRS990EZ/OtherExpensesTotalAmt	0	75
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	PROVIDE INCOME TO THE LOYALTY PERMANENT ENDOWMENT FUND OF WVU ALUMNI ASSOCIATION FOR SCHOLARSHIP LOANS AND/OR GRANTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	THE LPEF OF WVU ALUMNI ASSOC FOR SCHOLARSHIP LOANS AND GRANTS
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	2748
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	2748
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/SalariesOtherCompEmplBnftAmt	0	4600
IRS990EZ/SaleOfAssetsGrossAmt	0	79686
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SchoolOperatingInd	0	false
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TaxImposedOnOrganizationMgrAmt	0	0
IRS990EZ/TaxImposedUnderIRC4911Amt	0	0
IRS990EZ/TaxImposedUnderIRC4912Amt	0	0
IRS990EZ/TaxImposedUnderIRC4955Amt	0	0
IRS990EZ/TaxReimbursedByOrganizationAmt	0	0
IRS990EZ/TotalExpensesAmt	0	7423
IRS990EZ/TotalProgramServiceExpensesAmt	0	2748
IRS990EZ/TotalRevenueAmt	0	8770
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd	0	false
IRS990ScheduleA/CertificationInd	0	X
IRS990ScheduleA/Contribution35ControlledInd	0	false
IRS990ScheduleA/ContributionControllerInd	0	false
IRS990ScheduleA/ContributionFamilyInd	0	false
IRS990ScheduleA/SupportedOrganizationsTotalCnt	0	1
IRS990ScheduleA/SupportedOrgInformationGrp/EIN	0	550450592
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd	0	true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc	0	2
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt	0	2748
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1	0	LPEF-WVU ALUMNI ASSOC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd	0	true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd	0	true
IRS990ScheduleA/SupportingOrganization509a3Ind	0	X
IRS990ScheduleA/SupportingOrgType3NonFuncInd	0	X
IRS990ScheduleA/SupportSumAmt	0	2748
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	FOREIGN TAXES PAID 75
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	DIFF IN MUTUAL FDS REC/REPORTED 98
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Form 990-EZ, Part I, Line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	Form 990-EZ, Part I, Line 20
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	BRANCH BANKING TRUST CO TRUSTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Vice President
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	3042852361
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-04-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	JOSEPH ARKWRIGHT SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt	0	ARKW
ReturnHeader/Filer/EIN	0	556029582
ReturnHeader/Filer/PhoneNum	0	3042852361
ReturnHeader/Filer/USAddress/AddressLine1	0	PO BOX 2907 - TRUST TAX DEPT
ReturnHeader/Filer/USAddress/City	0	WILSON
ReturnHeader/Filer/USAddress/State	0	NC
ReturnHeader/Filer/USAddress/ZIPCode	0	278942907
ReturnHeader/ReturnTs	0	2014-05-06T10:05:23-06:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2013-01-01
ReturnHeader/TaxPeriodEndDt	0	2013-12-31
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $218,531
Liabilities: $0
Net assets: $218,531
Revenue: $8,770
Expenses: $7,423
Net income: $1,347

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.84	$0.00	$2.84	$0.19	$0.15	$0.04
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.79	$0.00	$2.79	$0.41	$0.13	$0.28
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.	$2.52	$0.00	$2.52	$0.05	$0.09	$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.57	$0.00	$2.57	$0.16	$0.09	$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.49	$0.00	$2.49	$0.09	$0.09	$0.00
2019Detailed filing. Detailed filing data is available for this year.	$2.50	$0.00	$2.50	$0.11	$0.09	$0.01
2018Detailed filing. Detailed filing data is available for this year.	$2.48	$0.00	$2.48	$0.22	$0.08	$0.14
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.34	$0.00	$2.34	$0.15	$0.08	$0.08
2016Detailed filing. Detailed filing data is available for this year.	$2.26	$0.00	$2.26	$0.07	$0.07	$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.27	$0.00	$2.27	$0.13	$0.07	$0.06
2014Detailed filing. Detailed filing data is available for this year.	$2.21	$0.00	$2.21	$0.11	$0.08	$0.03
2013Detailed filing. Detailed filing data is available for this year.	$2.19	$0.00	$2.19	$0.09	$0.07	$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$2.17	$0.00	$2.17	$0.15	$0.08	$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.	$2.10	$0.00	$2.10	$0.16	$0.07	$0.08