Civic Intelligence

Arthur B Hodges Educational Trust

990 • Fiscal year 2017 • EIN 55-6062311

Jan 01, 2017 to Dec 31, 2017 • Filed on May 08, 2018

Organization Profile
514 Market StreetParkersburg, WV 26101

(304) 422-1190

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

7th percentile

0.00x

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

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Net Margin

51st percentile

3.1%

Higher net margin than 51% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

23rd percentile

$46,116

Higher top officer pay than 23% of similar nonprofits.

Top officer pay equals 18.0% of source-year revenue.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2017

Asset Growth

35th percentile

0.1%

Faster asset growth than 35% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

88th percentile

57%

Faster revenue growth than 88% of similar nonprofits.

2017 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets7th percentile

Assets

Up

$5,379,850

Up $7,922 (+0.1%) from 2016

Net Assets

Up

$5,379,850

Up $7,922 (+0.1%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin51st percentile

Revenue

Up

$255,864

Up $92,467 (+57%) from 2016

Expenses

Up

$247,942

Up $1,613 (+0.7%) from 2016

Net Income

Up

$7,922

Up $90,854 (+110%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $4,731,134Liabilities 2011: $0Net Assets 2011: $4,731,1342011Assets 2012: $4,976,201Liabilities 2012: $0Net Assets 2012: $4,976,2012012Assets 2013: $5,086,050Liabilities 2013: $0Net Assets 2013: $5,086,0502013Assets 2014: $5,294,218Liabilities 2014: $0Net Assets 2014: $5,294,2182014Assets 2015: $5,454,860Liabilities 2015: $0Net Assets 2015: $5,454,8602015Assets 2016: $5,371,928Liabilities 2016: $0Net Assets 2016: $5,371,9282016Assets 2017: $5,379,850Liabilities 2017: $0Net Assets 2017: $5,379,8502017Assets 2018: $5,595,768Liabilities 2018: $0Net Assets 2018: $5,595,7682018Assets 2019: $6,461,987Liabilities 2019: $0Net Assets 2019: $6,461,9872019Assets 2020: $7,120,593Liabilities 2020: $0Net Assets 2020: $7,120,5932020Assets 2021: $7,853,247Liabilities 2021: $0Net Assets 2021: $7,853,2472021Assets 2022: $6,321,870Liabilities 2022: $0Net Assets 2022: $6,321,8702022Assets 2023: $6,890,015Liabilities 2023: $0Net Assets 2023: $6,890,0152023Assets 2024: $7,422,443Liabilities 2024: $0Net Assets 2024: $7,422,4432024

Highlighted filing

2017

Assets$5,379,850
Liabilities$0
Net Assets$5,379,850
Open 2017 Filing

Operations Trend

Revenue Growth88th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $367,592Expenses 2011: $158,520Net Income 2011: $209,0722011Revenue 2012: $444,298Expenses 2012: $199,231Net Income 2012: $245,0672012Revenue 2013: $414,383Expenses 2013: $304,534Net Income 2013: $109,8492013Revenue 2014: $472,708Expenses 2014: $264,541Net Income 2014: $208,1672014Revenue 2015: $420,365Expenses 2015: $259,723Net Income 2015: $160,6422015Revenue 2016: $163,397Expenses 2016: $246,329Net Income 2016: -$82,9322016Revenue 2017: $255,864Expenses 2017: $247,942Net Income 2017: $7,9222017Revenue 2018: $301,629Expenses 2018: $266,553Net Income 2018: $35,0762018Revenue 2019: $351,939Expenses 2019: $272,298Net Income 2019: $79,6412019Revenue 2020: $256,022Expenses 2020: $276,969Net Income 2020: -$20,9472020Revenue 2021: $482,144Expenses 2021: $287,588Net Income 2021: $194,5562021Revenue 2022: $146,384Expenses 2022: $314,421Net Income 2022: -$168,0372022Revenue 2023: $129,069Expenses 2023: $309,959Net Income 2023: -$180,8902023Revenue 2024: $338,894Expenses 2024: $280,958Net Income 2024: $57,9362024

Highlighted filing

2017

Revenue$255,864
Expenses$247,942
Net Income$7,922
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 8, 2018
Return Version
2017v2.3
Gross Receipts
$2,068,195
Mission and Program Overview

Mission

Fund chair at west virginia university college of law

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$5,371,928$5,379,850▲ $7,922
Investments in Publicly Traded Securities$5,014,299$5,187,776▲ $173,477
Savings and Temporary Cash Investments$357,632$186,890▼ $170,742
Cash and Non-Interest-Bearing Accounts$-3$5,184▲ $5,187
Total Assets$5,371,928$5,379,850▲ $7,922
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,371,928$5,379,850▲ $7,922
Total Liabilities and Net Assets / Fund Balance$5,371,928$5,379,850▲ $7,922
Compensation and Service Providers
Top Officer Pay23rd percentile

Employees

NameTitleOtherTotal
-Trustee$46,116$46,116
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$247,396
Other Revenue
$8,468
Change in Net Assets
$7,922
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$199,276
Salaries, Compensation, and Employee Benefits$46,116
Other Expenses$2,550
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$199,276--$199,276
Current Officers, Directors, Trustees, and Key Employees-$46,116-$46,116
Fees for Services Accounting-$2,550-$2,550
Total Functional Expenses$199,276$48,666$0$247,942
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
West Virginia University FoundationMorgantown, WV501c3Education$199,276
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
Annual disclosure for covered persons
Yes
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Form 990 is prepared by an independent certified public accounting firm which has internal review processes and standards. Once received from the preparer,the return is reviewed by the assigned trust officer and at least one other staff member before it is approved for filing.”

Form 990, Page 6, Part VI, Line 12C

“The trustee, united bank,inc.'s wealth management committee must approve all new accounts. Internal monitoring is performed quarterly, including for conflicts of interest. Federal and state bank examiners also have jurisdiciton over the trustee and perform monitoring for compliance with the appropriate laws, including conflicts of interest.”

Form 990, Page 6, Part VI, Line 19

“The trust's documents and policies are available to the public upon request. Form 990 is also available on third-party websites such as www.guidestar.com”

Filing and Contact Details

Filer

Filer Name
Arthur B Hodges Educational Trust
EIN
55-6062311
Phone
3044221190
Address
514 MARKET STREET, PARKERSBURG, WV 26101

Signing Officer

Name
United Bank Inc
Title
Trustee
Phone
3043488374
Signed
2018-05-08

Organization Details

Formed
1973
Legal Domicile
Wv
Voting Board Members
1
Independent Board Members
1
Employees
0

Preparer

Firm
Mcdonough Eddy Parsons & Baylous Ac
Address
PO BOX 184, PARKERSBURG, WV 26102-0184
Preparer
Benjamin M Poling CPA
Phone
3044288091
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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 ARTHUR B. HODGES EDUCATIONAL TRUST MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONS WITH THE WEST VIRGINIA UNIVERSITY FOUNDATION, INC. WHICH IS THE SOLE SUPPORTED ORGANIZATION OF THE TRUST. THE TRUSTEE PROVIDES FINANCIAL AND INVESTMENT INFORMATION CONCERNING THE TRUST'S ASSETS TO THE WVU FOUNDATION AT LEAST QUARTERLY. THE TRUST WAS CREATED AS THE FIRST ENDOWMENT SUPPORTING A PROFESSORSHIP AT WEST VIRINIA UNVIERSITY COLLEGE OF LAW. THE SIZE AND IMPORTANCE OF THE TRUST TO THE OPERATIONS OF THE SUPPORTED ORGANIZATION INSURES A HIGH LEVEL OF ATTENTION TO ASSURE THAT THE TRUST MAINTAINS PROPER OPERATIONS IN ACCORDANCE WITH THE LEGAL COMMITTMENT UNDER THE GOVERNING INSTRUMENT.
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IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt05359241
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt05423590
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0184760
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0186978
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd05
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0199276
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IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt0199276
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0EDUCATION
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IRS990ScheduleI/RecipientTable/RecipientEIN0556017181
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01 WATERFRONT PLACE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MORGANTOWN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WV
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd026501
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE SOLE BENEFICIARY OF THIS TURST IS WEST VIRGINIA UNIVERSITY FOUNDATION, INC. IT RECEIVES THE NET INCOME EARNED BY THE TRUST WHICH IS USED BY THE FOUNDATION TO FUND THE ARTHUR B. HODGES CHAIR OF LAW AT THE UNIVERSITY IN ACCORANCE WITH THE TRUST AGREEMENT. THE FOUNDATION AND THE UNIVERSITY HAVE INTERNAL MONITORING, REPORTING AND AUDITING POLICIES WHICH ARE OPEN FOR PUBLIC INSPECTION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PREPARED BY AN INDEPENDENT CERTIFIED PUBLIC ACCOUNTING FIRM WHICH HAS INTERNAL REVIEW PROCESSES AND STANDARDS. ONCE RECEIVED FROM THE PREPARER,THE RETURN IS REVIEWED BY THE ASSIGNED TRUST OFFICER AND AT LEAST ONE OTHER STAFF MEMBER BEFORE IT IS APPROVED FOR FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUSTEE, UNITED BANK,INC.'S WEALTH MANAGEMENT COMMITTEE MUST APPROVE ALL NEW ACCOUNTS. INTERNAL MONITORING IS PERFORMED QUARTERLY, INCLUDING FOR CONFLICTS OF INTEREST. FEDERAL AND STATE BANK EXAMINERS ALSO HAVE JURISDICITON OVER THE TRUSTEE AND PERFORM MONITORING FOR COMPLIANCE WITH THE APPROPRIATE LAWS, INCLUDING CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUST'S DOCUMENTS AND POLICIES ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990 IS ALSO AVAILABLE ON THIRD-PARTY WEBSITES SUCH AS WWW.GUIDESTAR.COM
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WV
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt05371928
IRS990/TotalAssetsEOYAmt05379850
IRS990/TotalAssetsGrp/BOYAmt05371928
IRS990/TotalAssetsGrp/EOYAmt05379850
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt048666
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0199276
IRS990/TotalFunctionalExpensesGrp/TotalAmt0247942
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05371928
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05379850
IRS990/TotalOtherCompensationAmt046116
IRS990/TotalProgramServiceExpensesAmt0199276
IRS990/TotalRevenueGrp/ExclusionAmt0255864
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0255864
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05371928
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05379850
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0514 MARKET STREET
IRS990/USAddress/CityNm0PARKERSBURG
IRS990/USAddress/StateAbbreviationCd0WV
IRS990/USAddress/ZIPCd026101
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0UNITED BANK INC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03043488374
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ARTHUR B HODGES EDUCATIONAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ARTH
ReturnHeader/Filer/EIN0556062311
ReturnHeader/Filer/PhoneNum03044221190
ReturnHeader/Filer/USAddress/AddressLine1Txt0514 MARKET STREET
ReturnHeader/Filer/USAddress/CityNm0PARKERSBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WV
ReturnHeader/Filer/USAddress/ZIPCd026101
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId025FFBA40D147944C5E522AC40EB74DC0ACE75888
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0AA515705109CC3FA4F8313521979BEAF17E57F35
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt066.76.169.76
ReturnHeader/FilingSecurityInformation/IPDt02018-05-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:24:49
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0550603535
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCDONOUGH EDDY PARSONS & BAYLOUS AC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 184
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PARKERSBURG
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0261020184
ReturnHeader/PreparerPersonGrp/PhoneNum03044288091
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BENJAMIN M POLING CPA
ReturnHeader/ReturnTs02018-05-14T10:24:49-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,379,850
Liabilities
$0
Net assets
$5,379,850
Revenue
$255,864
Expenses
$247,942
Net income
$7,922
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.42$0.00$7.42$0.34$0.28$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.89$0.00$6.89$0.13$0.31$0.18
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.32$0.00$6.32$0.15$0.31$0.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.85$0.00$7.85$0.48$0.29$0.19
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.12$0.00$7.12$0.26$0.28$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.46$0.00$6.46$0.35$0.27$0.08
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.60$0.00$5.60$0.30$0.27$0.04
2017Detailed filing. Detailed filing data is available for this year.$5.38$0.00$5.38$0.26$0.25$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.37$0.00$5.37$0.16$0.25$0.08
2015Summary only. Only limited summary data is available for this year.$5.45$0.00$5.45$0.42$0.26$0.16
2014Summary only. Only limited summary data is available for this year.$5.29$0.00$5.29$0.47$0.26$0.21
2013Summary only. Only limited summary data is available for this year.$5.09$0.00$5.09$0.41$0.30$0.11
2012Summary only. Only limited summary data is available for this year.$4.98$0.00$4.98$0.44$0.20$0.25
2011Summary only. Only limited summary data is available for this year.$4.73$0.00$4.73$0.37$0.16$0.21