Civic Intelligence

Joseph Arkwright Scholarship Fund Tr

990 • Fiscal year 2022 • EIN 55-6029582

Jan 01, 2022 to Dec 31, 2022 • Filed on Apr 25, 2023

Organization ProfileN/A
PO Box 919798Orlando, FL 32891-9798

(304) 285-2360

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

58th percentile

0.00x

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

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Net Margin

6th percentile

-106%

Higher net margin than 6% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Top Officer Pay

80th percentile

$4,600

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 101.6% of source-year revenue.

2022 filings • 501(c)3 • <$500k nonprofits • Source year 2022

Asset Growth

43rd percentile

-1.9%

Faster asset growth than 43% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

6th percentile

-72%

Faster revenue growth than 6% of similar nonprofits.

2022 filings • 501(c)3 • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$251,967

Down $4,864 (-1.9%) from 2021

Net Assets

Down

$251,967

Down $4,864 (-1.9%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin6th percentile

Revenue

Down

$4,527

Down $11,642 (-72%) from 2021

Expenses

Up

$9,324

Up $538 (+6.1%) from 2021

Net Income

Down

-$4,797

Down $12,180 (-165%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

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

$300K$200K$100K$0Assets 2011: $210,301Liabilities 2011: $0Net Assets 2011: $210,3012011Assets 2012: $217,087Liabilities 2012: $0Net Assets 2012: $217,0872012Assets 2013: $218,531Liabilities 2013: $0Net Assets 2013: $218,5312013Assets 2014: $221,257Liabilities 2014: $0Net Assets 2014: $221,2572014Assets 2015: $227,054Liabilities 2015: $0Net Assets 2015: $227,0542015Assets 2016: $226,329Liabilities 2016: $0Net Assets 2016: $226,3292016Assets 2017: $233,972Liabilities 2017: $0Net Assets 2017: $233,9722017Assets 2018: $248,368Liabilities 2018: $0Net Assets 2018: $248,3682018Assets 2019: $249,541Liabilities 2019: $0Net Assets 2019: $249,5412019Assets 2020: $249,406Liabilities 2020: $0Net Assets 2020: $249,4062020Assets 2021: $256,831Liabilities 2021: $0Net Assets 2021: $256,8312021Assets 2022: $251,967Liabilities 2022: $0Net Assets 2022: $251,9672022Assets 2023: $279,283Liabilities 2023: $0Net Assets 2023: $279,2832023Assets 2024: $284,342Liabilities 2024: $0Net Assets 2024: $284,3422024

Highlighted filing

2022

Assets$251,967
Liabilities$0
Net Assets$251,967
Open 2022 Filing

Operations Trend

Revenue Growth6th percentile

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

$60K$40K$20K$0-$20KRevenue 2011: $15,736Expenses 2011: $7,298Net Income 2011: $8,4382011Revenue 2012: $14,780Expenses 2012: $8,039Net Income 2012: $6,7412012Revenue 2013: $8,770Expenses 2013: $7,423Net Income 2013: $1,3472013Revenue 2014: $10,526Expenses 2014: $7,780Net Income 2014: $2,7462014Revenue 2015: $12,885Expenses 2015: $7,084Net Income 2015: $5,8012015Revenue 2016: $6,786Expenses 2016: $7,490Net Income 2016: -$7042016Revenue 2017: $15,216Expenses 2017: $7,556Net Income 2017: $7,6602017Revenue 2018: $22,473Expenses 2018: $8,299Net Income 2018: $14,1742018Revenue 2019: $10,663Expenses 2019: $9,498Net Income 2019: $1,1652019Revenue 2020: $9,256Expenses 2020: $9,131Net Income 2020: $1252020Revenue 2021: $16,169Expenses 2021: $8,786Net Income 2021: $7,3832021Revenue 2022: $4,527Expenses 2022: $9,324Net Income 2022: -$4,7972022Revenue 2023: $40,573Expenses 2023: $12,782Net Income 2023: $27,7912023Revenue 2024: $18,862Expenses 2024: $15,103Net Income 2024: $3,7592024

Highlighted filing

2022

Revenue$4,527
Expenses$9,324
Net Income-$4,797
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Apr 25, 2023
Return Version
2022v5.0
Gross Receipts
$64,818
Mission and Program Overview

Mission

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$256,831$251,967▼ $4,864
Investments in Publicly Traded Securities$249,770$247,247▼ $2,523
Savings and Temporary Cash Investments$6,943$4,641▼ $2,302
Cash and Non-Interest-Bearing Accounts$118$79▼ $39
Total Assets$256,831$251,967▼ $4,864
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$256,831$251,967▼ $4,864
Total Liabilities and Net Assets / Fund Balance$256,831$251,967▼ $4,864
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleBaseTotal
Truist BankTrustee$4,600$4,600
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$4,527
Other Revenue
$0
Change in Net Assets
$-4,797
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$4,724
Salaries, Compensation, and Employee Benefits$4,600
Other Expenses$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$4,724--$4,724
Current Officers, Directors, Trustees, and Key Employees$2,300$2,300-$4,600
Total Functional Expenses$7,024$2,300$0$9,324
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

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

“Truist bank is sole institutional trustee.”

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

“Truist bank is sole institutional trustee.”

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

“Truist bank reviews the completed form 990 return for approval prior to filing of the return.”

Form 990, Page 6, Part VI, Line 19

“Documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Joseph Arkwright Scholarship Fund
EIN
55-6029582
Phone
3042852360
Address
PO BOX 919798, ORLANDO, FL 32891-9798

Signing Officer

Name
Truist Bank
Title
Director
Phone
3042852360
Signed
2023-04-25
Discuss with paid preparer
Yes

Organization Details

Formed
1966
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

“The difference between ending and beginning net assets is due to 2022 transactions posted in 2023 in the amount of ($310.22), 2021 transactions posted in 2022 in the amount of $241.23, and rounding of $2.”

Raw XML Appendix374 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.

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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The Trust was established before 11/20/1970 and did not receive any additional contributions, grants, requests, or other transfers on or after that date. The governing instrument requires the trust to distribute all of the net income to a designated public charity and the trustee has no discretion to vary the beneficiaries or the amounts payable to the beneficiaries. The trustees, none of which
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1disqualified persons to this trust, makes annual written reports to the supported organization with respect to such trust setting forth a description of the assets of the trust including a detailed list of the income produced.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2The organization maintains a close and continuous working relationship with the supported organization by consistently keeping the supported organization apprised of account performance via periodic statements and meetings.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3While the supported organization relies on the experience and expertise of the Institutional Trustee to invest and manage the investments in the Trust, due to the close and continuous relationship, the supported organization has a significant voice in investment decisions.
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Sch A Part V line 1 (cont)
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3SCH A PART IV SEC D LINE 3
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRUIST BANK IS SOLE INSTITUTIONAL TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRUIST BANK IS SOLE INSTITUTIONAL TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2TRUIST BANK REVIEWS THE COMPLETED FORM 990 RETURN FOR APPROVAL PRIOR TO FILING OF THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE DIFFERENCE BETWEEN ENDING AND BEGINNING NET ASSETS IS DUE TO 2022 TRANSACTIONS POSTED IN 2023 IN THE AMOUNT OF ($310.22), 2021 TRANSACTIONS POSTED IN 2022 IN THE AMOUNT OF $241.23, AND ROUNDING OF $2.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WV
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0TO PROVIDE SCHOLARSHIPS TO WVU STUDENTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt07
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0ONE ALUMNI DR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MORGANTOWN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WV
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd026506
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt04724
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0LPEF-WVU ALUMNI ASSOC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0b
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WV
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0256831
IRS990/TotalAssetsEOYAmt0251967
IRS990/TotalAssetsGrp/BOYAmt0256831
IRS990/TotalAssetsGrp/EOYAmt0251967
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt02300
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt07024
IRS990/TotalFunctionalExpensesGrp/TotalAmt09324
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0251967
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt07024
IRS990/TotalReportableCompFromOrgAmt04600
IRS990/TotalRevenueGrp/ExclusionAmt04527
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04527
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0256831
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0251967
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0PO BOX 919798
IRS990/USAddress/CityNm0ORLANDO
IRS990/USAddress/StateAbbreviationCd0FL
IRS990/USAddress/ZIPCd032891
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TRUIST BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03042852360
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-04-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOSEPH ARKWRIGHT SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0ARKW
ReturnHeader/Filer/EIN0556029582
ReturnHeader/Filer/PhoneNum03042852360
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 919798
ReturnHeader/Filer/USAddress/CityNm0ORLANDO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd0328919798
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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/PreparationDt02023-04-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD RALEIGH
ReturnHeader/ReturnTs02023-05-01T11:00:35-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$251,967
Liabilities
$0
Net assets
$251,967
Revenue
$4,527
Expenses
$9,324
Net income
-$4,797
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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
2022Detailed filing. Detailed filing data is available for this year.$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