Civic Intelligence

Generation West Virginia Inc.

990 • Fiscal year 2019 • EIN 81-3004556

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 16, 2020

601 Morris St Ste 205Charleston, WV 25301

(304) 804-6767

Siviq Scores

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

Liabilities / Assets

54th percentile

0.04x

Higher debt load relative to assets than 54% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

49th percentile

0.03x

Higher debt load relative to revenue than 49% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Net Margin

72nd percentile

15%

Higher net margin than 72% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

75th percentile

$67,832

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 9.0% of source-year revenue.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2019

Asset Growth

83rd percentile

31%

Faster asset growth than 83% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

86th percentile

51%

Faster revenue growth than 86% of similar nonprofits.

2019 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Up

$447,526

Up $107,134 (+31%) from 2018

Net Assets

Up

$427,646

Up $106,918 (+33%) from 2018

Liabilities

Up

$19,880

Up $216 (+1.1%) from 2018

Revenue

Up

$750,952

Up $254,694 (+51%) from 2018

Expenses

Up

$635,035

Up $311,754 (+96%) from 2018

Net Income

Down

$115,917

Down $57,060 (-33%) from 2018

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2017: $157,896Liabilities 2017: $10,145Net Assets 2017: $147,7512017Assets 2018: $340,392Liabilities 2018: $19,664Net Assets 2018: $320,7282018Assets 2019: $447,526Liabilities 2019: $19,880Net Assets 2019: $427,6462019Assets 2020: $552,712Liabilities 2020: $516,864Net Assets 2020: $35,8482020Assets 2021: $614,500Liabilities 2021: $456,191Net Assets 2021: $158,3092021Assets 2022: $910,304Liabilities 2022: $635,411Net Assets 2022: $274,8932022Assets 2023: $2,024,936Liabilities 2023: $870,405Net Assets 2023: $1,154,5312023Assets 2024: $2,056,443Liabilities 2024: $888,095Net Assets 2024: $1,168,3482024

Highlighted filing

2019

Assets$447,526
Liabilities$19,880
Net Assets$427,646

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2017: $349,002Expenses 2017: $201,251Net Income 2017: $147,7512017Revenue 2018: $496,258Expenses 2018: $323,281Net Income 2018: $172,9772018Revenue 2019: $750,952Expenses 2019: $635,035Net Income 2019: $115,9172019Revenue 2020: $619,917Expenses 2020: $990,715Net Income 2020: -$370,7982020Revenue 2021: $1,317,974Expenses 2021: $1,195,513Net Income 2021: $122,4612021Revenue 2022: $1,305,425Expenses 2022: $1,188,841Net Income 2022: $116,5842022Revenue 2023: $4,357,834Expenses 2023: $3,478,196Net Income 2023: $879,6382023Revenue 2024: $4,493,963Expenses 2024: $4,480,146Net Income 2024: $13,8172024

Highlighted filing

2019

Revenue$750,952
Expenses$635,035
Net Income$115,917
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 16, 2020
Return Version
2019v5.1
Gross Receipts
$750,952
Mission and Program Overview

Mission

Generation wv is the statewide organization dedicated to attracting, retaining, and advancing young talent in the mountain state.

Generation west virginia is the statewide organization dedicated to attracting, retaining and advancing young talent in the mountain state.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$303,290$339,935▲ $36,645
Accounts Receivable$37,102$100,205▲ $63,103
Land, Buildings, and Equipment, Net$0$7,386▲ $7,386
Total Assets$340,392$447,526▲ $107,134
Liabilities
Other Liabilities$12,193$13,409▲ $1,216
Accounts Payable and Accrued Expenses$7,471$6,471▼ $1,000
Total Liabilities$19,664$19,880▲ $216
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$25,327$281,295▲ $255,968
Net Assets With Donor Restrictions$295,401$146,351▼ $149,050
Total Net Assets Fund Balance$320,728$427,646▲ $106,918
Total Liabilities and Net Assets / Fund Balance$340,392$447,526▲ $107,134

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$7,386$821$8,207
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Natalie RoperExecutive DirectorFT$60,000$7,832$67,832

Board Members and Trustees

NameTitle
Rod SnyderChair
Megan TarbettPast Chair
Monika EckardVice Chair
Aneesh SompalliBoard Member
Anna AdkinsBoard Member
Ashley AlfordBoard Member
Bryan DaughertyBoard Member
Jennifer HicksBoard Member
Mike ChiricoBoard Member
Zach TreisterBoard Member
Christina DaltonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$631,071
Program Service Revenue
$119,881
Investment Income
$0
Other Revenue
$0
All Other Contributions
$631,071
Change in Net Assets
$115,917
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$370,453
Other Expenses$264,582
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$203,851$20,614-$224,465
Fees for Services Other$80,170$13,093-$93,263
Current Officers, Directors, Trustees, and Key Employees$61,834$10,912-$72,746
Other Employee Benefits$41,518$5,241-$46,759
Travel$42,331$816-$43,147
Conferences and Meetings$31,631$2,976-$34,607
Payroll Taxes$23,677$2,806-$26,483
Occupancy$12,815$4,765-$17,580
Fees for Services Accounting$6,639$4,311-$10,950
Office Expenses$6,427$688-$7,115
Other Expenses$5,550$155-$5,705
All Other Expenses$1,372$3,628-$5,000
Depreciation Depletion-$821-$821
Total Functional Expenses$556,742$78,293$0$635,035
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
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Accrued Taxes and Withholdings$10,859
Funds Held for Local Chapters$2,550
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
Yes
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, Part VI, Section B, Line 11B

The board of directors received a copy of form 990 prior to its filing.

Form 990, Part VI, Section B, Line 12C

The board is required to disclose annually any conflicts of interest.

Form 990, Part VI, Section B, Line 15A

The board of directors reviews and approves the executive director's salary.

Form 990, Part VI, Section C, Line 18

The organization's form 1023 and 990 are available to the public upon request at the organization's office.

Form 990, Part VI, Section C, Line 19

The organization's governing documents, conflict of interest policy, and financial statements are available to the public upon request at the organization's office.

Filing and Contact Details

Filer

Filer Name
Generation West Virginia Inc
EIN
81-3004556
Phone
3048046767
Address
601 MORRIS ST STE 205, CHARLESTON, WV 25301

Signing Officer

Name
Natalie Roper
Title
Executive Director
Phone
3048046767
Signed
2020-11-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Natalie Roper
Formed
2016
Legal Domicile
Wv
Voting Board Members
11
Independent Board Members
11
Employees
12
Volunteers
0

Preparer

Firm
Herman & Cormany Cpas Ac
Address
8 CAPITOL STREET STE 600, CHARLESTON, WV 25301
Preparer
Shelly M White CPA
Phone
3043452320
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

Communications: program service expenses 53,664. Management and general expenses 8,736. Fundraising expenses 0. Total expenses 62,400. Chapter support: program service expenses 12,750. Management and general expenses 0. Fundraising expenses 0. Total expenses 12,750. Other: program service expenses 13,756. Management and general expenses 4,357. Fundraising expenses 0. Total expenses 18,113.

Financial Statement Notes

PART X, LINE 2:

As of december 31, 2019, the tax years that remain subject to examination begin with 2017. Tax returns for 2017, 2018 and 2019 remain open to examination by taking authorities. Management believes that all positions takin in those returns would be sustained if examined by taking authorities.

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IRS990/ProgSrvcAccomActy2Grp/Desc0BUILIDNG AND SUPPORTING A STATEWIDE NETWORK OF LOCAL GENERATION GROUPS AND PARTNER ORGANIZATIONS TO INFORM AND STRENGTHEN WEST VIRGINIA'S ABILITY TO ATRRACT AND RETAIN YOUNG TALENT.
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IRS990/ProgSrvcAccomActy3Grp/Desc0THE BEACON AWARDS RECOGNIZE YOUNG LEADERS WHO ARE LEANING IN TO EXISTING CHALLENGES, DIGGING INTO POSSIBLE SOLUTIONS AND MOST IMPORTANTLY, TURNING THEIR IDEAS INTO ACTION.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt037180
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0496258
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0160998
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0172977
IRS990/PYSalariesCompEmpBnftPaidAmt0162283
IRS990/PYTotalExpensesAmt0323281
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0496258
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0115917
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0119881
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0631071
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0443746
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0346702
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01421519
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0172394
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt02300
IRS990ScheduleA/OtherIncome170Grp/TotalAmt02300
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportTotal170Amt0306294
IRS990ScheduleA/SubstantialContributorsTotAmt01115225
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt0631071
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0443746
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0346702
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01421519
IRS990ScheduleA/TotalSupportAmt01423819
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleC/DirectContactLegislatorsAmt0525
IRS990ScheduleC/DirectContactLegislatorsInd01
IRS990ScheduleC/GrantsOtherOrganizationsInd00
IRS990ScheduleC/MailingsMembersInd00
IRS990ScheduleC/MediaAdvertisementsAmt01820
IRS990ScheduleC/MediaAdvertisementsInd01
IRS990ScheduleC/NotDescribedSection501c3Ind00
IRS990ScheduleC/OtherActivitiesInd00
IRS990ScheduleC/PaidStaffOrManagementInd01
IRS990ScheduleC/PublicationsOrBroadcastInd00
IRS990ScheduleC/RalliesDemonstrationsInd00
IRS990ScheduleC/TotalLobbyingExpendituresAmt02345
IRS990ScheduleC/VolunteersInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt07386
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0821
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt08207
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt010859
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12550
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ACCRUED TAXES AND WITHHOLDINGS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1FUNDS HELD FOR LOCAL CHAPTERS
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0AS OF DECEMBER 31, 2019, THE TAX YEARS THAT REMAIN SUBJECT TO EXAMINATION BEGIN WITH 2017. TAX RETURNS FOR 2017, 2018 AND 2019 REMAIN OPEN TO EXAMINATION BY TAKING AUTHORITIES. MANAGEMENT BELIEVES THAT ALL POSITIONS TAKIN IN THOSE RETURNS WOULD BE SUSTAINED IF EXAMINED BY TAKING AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt07386
IRS990ScheduleD/TotalLiabilityAmt013409
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS RECEIVED A COPY OF FORM 990 PRIOR TO ITS FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD IS REQUIRED TO DISCLOSE ANNUALLY ANY CONFLICTS OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS REVIEWS AND APPROVES THE EXECUTIVE DIRECTOR'S SALARY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S FORM 1023 AND 990 ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT THE ORGANIZATION'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST AT THE ORGANIZATION'S OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMMUNICATIONS: PROGRAM SERVICE EXPENSES 53,664. MANAGEMENT AND GENERAL EXPENSES 8,736. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 62,400. CHAPTER SUPPORT: PROGRAM SERVICE EXPENSES 12,750. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 12,750. OTHER: PROGRAM SERVICE EXPENSES 13,756. MANAGEMENT AND GENERAL EXPENSES 4,357. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 18,113.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0GENERATION MORGANTOWN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0824881625
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0PENDING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WV
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0ATTRACT, RETAIN AND ADVANCE YOUNG TALENT IN MORGANTOWN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0605 MORRIS ST STE 205
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CHARLESTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WV
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd025305
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0340392
IRS990/TotalAssetsEOYAmt0447526
IRS990/TotalAssetsGrp/BOYAmt0340392
IRS990/TotalAssetsGrp/EOYAmt0447526
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt0631071
IRS990/TotalEmployeeCnt012
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt078293

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