WEST VIRGINIA UNIVERSITY ALUMNI ASSOCIATION INC: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- WEST VIRGINIA UNIVERSITY ALUMNI ASSOCIATION INC (EIN 55-0372697)
- Tax period
- 2022-07-01 to 2023-06-30
- Filed
- 2024-05-02
- IRS object ID
- 202421239349301972
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-05-02T13:01:10-05:00 | ReturnTs |
| Tax Period End | 2023-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8390 EAST CRESCENT PARKWAY SUITE | AddressLine1Txt |
| Address Line2 | 300 | AddressLine2Txt |
| City | GREENWOOD VILLAGE | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80111 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 550372697 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WEST VIRGINIA UNIVERSITY ALUMNI | BusinessNameLine1Txt |
| Business Name Line2 | ASSOCIATION INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WEST | BusinessNameControlTxt |
| Phone | 3042939820 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4269 | AddressLine1Txt |
| City | MORGANTOWN | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 265044269 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | KEVIN BERRY | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 3042939820 | PhoneNum |
| Signature | 2024-04-30 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | KEVIN | PersonFirstNm |
| Person Last | BERRY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | SARAH HINTZ | PreparerPersonNm |
| PTIN | P00492291 | PTIN |
| Phone | 3037795710 | PhoneNum |
| Preparation | 2024-04-30 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | KEVIN BERRY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4269 | AddressLine1Txt |
| City | MORGANTOWN | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 265044269 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,470,380 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.ALUMNI.WVU.EDU | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1873 | FormationYr |
| Legal Domicile State | WV | LegalDomicileStateCd |
| Activity Or Mission | WVUAA PROVIDES LIFE-LONG SUPPORT OF OUR ALUMNI AND FRIENDS AND SERVES THE INTEREST OF THE UNIVERSITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 22 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 22 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 5 | TotalVolunteersCnt |
| Total Gross UBI | $205,867 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $4,057,958 | PYContributionsGrantsAmt |
| CY Contributions Grants | $516,356 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,554,141 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,947,512 | CYProgramServiceRevenueAmt |
| PY Investment Income | $370,866 | PYInvestmentIncomeAmt |
| CY Investment Income | $154,621 | CYInvestmentIncomeAmt |
| PY Other Revenue | $39,029 | PYOtherRevenueAmt |
| CY Other Revenue | $30,503 | CYOtherRevenueAmt |
| PY Total Revenue | $6,021,994 | PYTotalRevenueAmt |
| CY Total Revenue | $2,648,992 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $20,868 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $14,936 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $914,731 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $3,686 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,149,656 | PYOtherExpensesAmt |
| CY Other Expenses | $2,782,905 | CYOtherExpensesAmt |
| PY Total Expenses | $3,085,255 | PYTotalExpensesAmt |
| CY Total Expenses | $2,797,841 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,936,739 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$148,849 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $18,866,685 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,585,460 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $931,215 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $922,846 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $17,935,470 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $17,662,614 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THE WVU ALUMNI ASSOCIATION PROVIDES LIFE-LONG SUPPORT OF OUR ALUMNI AND FRIENDS AND SERVES THE INTERESTS OF THE UNIVERSITY. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,519,138 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $1,630,147 | RevenueAmt |
| Desc | HOLDS CATERING EVENTS AT THE ALUMNI CENTER FOR UNIVERSITY DEPARTMENTS AND FOR MEMBERS AND FRIENDS OF THE ALUMNI ASSOCIATIONS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $564,347 | ExpenseAmt |
| Grant | $14,936 | GrantAmt |
| Revenue | $111,498 | RevenueAmt |
| Desc | HOLD VARIOUS ACTIVITIES AND EVENTS TO BRING MEMBERS TOGETHER, PROMOTE FELLOWSHIP AND SERVICE TO WEST VIRGINIA UNIVERSITY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $90,652 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | MAINTAIN UP-TO-DATE RECORD OF ADDRESSES AND OCCUPATIONS OF ALL MEMBERS AND COMMUNICATE TO THEM ALL EVENTS AND ACTIVITIES OF THE ALUMNI ASSOCIATION. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,174,137 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | Yes (1) | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 3 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 22 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 22 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOUIS HART | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3042939820 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE ALUMNI DRIVE | AddressLine1Txt |
| City | MORGANTOWN | CityNm |
| State Abbreviation | WV | StateAbbreviationCd |
| ZIP | 26506 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| DARREN FEELEY | ||||||
| CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TRACY SCHOENADEL | ||||||
| VICE CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ZACH MENDELSON | ||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| MARILYN MCCLURE-DEMERS | ||||||
| SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| SARAH BILLER | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| KAMAU BROWN | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| PAULA CONGELIO | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| GREG DARBY | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| SHARON FLANERY | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| GORDON GEE | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| ROCKY GIANOLA | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| BILL GRAY | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| SHARON MARTIN | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| MORRIS MORRISON | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| TODD MOUNT | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| DARIN ROGERS | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| NESHA SANGHAVI | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| GABRIELLE ST LEGER | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| MONTE WILLIAMS | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| RODNEY WILLIAMS | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| TAUNJA WILLIS-MILLER | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| VERONIQUE VERNOT | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| KEVIN BERRY | ||||||
| PRESIDENT & CEO | 40.00 | Yes (X) | $0 | $0 | $0 | |
| CHRISTOPHER TODD GAUER | ||||||
| GENERAL MANAGER | 40.00 | Yes (X) | $0 | $0 | $0 | |
| LOUIS HART | ||||||
| CFO | 40.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $102,615 | MembershipDuesAmt |
| Fundraising | $38,687 | FundraisingAmt |
| All Other Contributions | $375,054 | AllOtherContributionsAmt |
| Total Contributions | $516,356 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| CATERING EVENTS | 711300 | $1,836,014 | $1,630,147 | $205,867 |
| ALUMNI ACTIVITIES & EVENTS | 711300 | $111,498 | $111,498 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,947,512 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $47,669 | TotalRevenueColumnAmt |
| Exclusion | $47,669 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $15,525 | TotalRevenueColumnAmt |
| Exclusion | $15,525 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $26,650 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $26,650 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $26,650 | TotalRevenueColumnAmt |
| Exclusion | $26,650 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,902,388 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,795,436 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $106,952 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $106,952 | TotalRevenueColumnAmt |
| Exclusion | $106,952 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $14,280 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $38,687 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $25,952 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$11,672 | TotalRevenueColumnAmt |
| Exclusion | -$11,672 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,648,992 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,741,645 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $205,867 | UnrelatedBusinessRevenueAmt |
| Exclusion | $185,124 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,936 | TotalAmt |
| Program Services | $14,936 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $424,804 | TotalAmt |
| Program Services | $424,804 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $24,308 | TotalAmt |
| Management And General | $24,308 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,981 | TotalAmt |
| Program Services | $4,921 | ProgramServicesAmt |
| Management And General | $93,060 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,009,942 | TotalAmt |
| Program Services | $998,867 | ProgramServicesAmt |
| Management And General | $11,075 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,832 | TotalAmt |
| Program Services | $7,832 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $176,293 | TotalAmt |
| Program Services | $166,253 | ProgramServicesAmt |
| Management And General | $9,946 | ManagementAndGeneralAmt |
| Fundraising | $94 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $83,013 | TotalAmt |
| Program Services | $325 | ProgramServicesAmt |
| Management And General | $82,688 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $136,331 | TotalAmt |
| Program Services | $80,688 | ProgramServicesAmt |
| Management And General | $55,643 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,053 | TotalAmt |
| Program Services | $6,143 | ProgramServicesAmt |
| Management And General | $13,298 | ManagementAndGeneralAmt |
| Fundraising | $1,612 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,957 | TotalAmt |
| Program Services | $13,823 | ProgramServicesAmt |
| Management And General | $9,134 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $537,710 | TotalAmt |
| Program Services | $322,626 | ProgramServicesAmt |
| Management And General | $215,084 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,527 | TotalAmt |
| Program Services | $42,996 | ProgramServicesAmt |
| Management And General | $28,531 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| REPAIRS & MAINTENANCE | $67,321 | $40,393 | $26,928 |
| BAD DEBT EXPENSE | $54,608 | $8,608 | $46,000 |
| FEES & TAXES | $9,306 | $6,738 | $2,568 |
| DUES & SUBSCRIPTIONS | $2,455 | $700 | $1,755 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,464 | TotalAmt |
| Program Services | $33,484 | ProgramServicesAmt |
| Fundraising | $1,980 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,797,841 | TotalAmt |
| Program Services | $2,174,137 | ProgramServicesAmt |
| Management And General | $620,018 | ManagementAndGeneralAmt |
| Fundraising | $3,686 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $916,307 | BOYAmt |
| EOY | $1,477,541 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $335,852 | BOYAmt |
| EOY | $271,349 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $225,474 | BOYAmt |
| EOY | $206,971 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $281,682 | BOYAmt |
| EOY | $135,444 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,714 | BOYAmt |
| EOY | $9,597 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,778 | BOYAmt |
| EOY | $79,129 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $20,877,883 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $8,647,700 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,765,473 | BOYAmt |
| EOY | $12,230,183 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,031,905 | BOYAmt |
| EOY | $3,905,746 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $269,500 | BOYAmt |
| EOY | $269,500 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,866,685 | BOYAmt |
| EOY | $18,585,460 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $284,452 | BOYAmt |
| EOY | $502,084 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $137,321 | BOYAmt |
| EOY | $138,265 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $509,442 | BOYAmt |
| EOY | $282,497 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $931,215 | BOYAmt |
| EOY | $922,846 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,926,087 | BOYAmt |
| EOY | $16,750,088 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,009,383 | BOYAmt |
| EOY | $912,526 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,935,470 | BOYAmt |
| EOY | $17,662,614 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,866,685 | BOYAmt |
| EOY | $18,585,460 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$148,849 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$124,007 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| College Organization | Yes (X) | CollegeOrganizationInd |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,505,875 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,049,636 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,143,433 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,057,958 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $516,356 | CurrentTaxYearAmt |
| Total | $8,273,258 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,505,875 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,049,636 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,143,433 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,057,958 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $516,356 | CurrentTaxYearAmt |
| Total | $8,273,258 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $8,273,258 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $220,022 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $155,983 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $163,317 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $86,489 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $89,844 | CurrentTaxYearAmt |
| Total | $715,655 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $8,988,913 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,205,825 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.92040 | PublicSupportCY170Pct |
| Public Support PY170 | 0.91560 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Art Public Exhibition Amounts ArtPublicExhibitionAmountsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Revenues Included | $0 | RevenuesIncludedAmt |
| Assets Included | $269,500 | AssetsIncludedAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Collection Used Pub Exhibition | Yes (X) | CollectionUsedPubExhibitionInd |
| Solicited Assets Sale | 0 | SolicitedAssetsSaleInd |
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,174,700 | BeginningYearBalanceAmt |
| Contributions | $54,631 | ContributionsAmt |
| Investment Earnings Or Losses | -$115,271 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $47,447 | AdministrativeExpensesAmt |
| End Year Balance | $1,066,613 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $1,080,795 | BeginningYearBalanceAmt |
| Contributions | $233,752 | ContributionsAmt |
| Investment Earnings Or Losses | $174,439 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $314,286 | AdministrativeExpensesAmt |
| End Year Balance | $1,174,700 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $884,598 | BeginningYearBalanceAmt |
| Contributions | $2,040 | ContributionsAmt |
| Investment Earnings Or Losses | $244,383 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $50,226 | AdministrativeExpensesAmt |
| End Year Balance | $1,080,795 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $828,245 | BeginningYearBalanceAmt |
| Contributions | $22,690 | ContributionsAmt |
| Investment Earnings Or Losses | $50,497 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $16,834 | AdministrativeExpensesAmt |
| End Year Balance | $884,598 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $820,516 | BeginningYearBalanceAmt |
| Contributions | $9,160 | ContributionsAmt |
| Investment Earnings Or Losses | $43,772 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $45,203 | AdministrativeExpensesAmt |
| End Year Balance | $828,245 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.14448 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.65373 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.20179 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | Yes (1) | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $660,549 | OtherCostOrOtherBasisAmt |
| Book Value | $660,549 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $18,498,004 | OtherCostOrOtherBasisAmt |
| Depreciation | $7,038,539 | DepreciationAmt |
| Book Value | $11,459,465 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,719,330 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,609,161 | DepreciationAmt |
| Book Value | $110,169 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $12,230,183 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFICIAL INTEREST IN ASSETS HELD BY WVUF | Desc |
| Book Value | $3,905,746 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $3,905,746 | TotalBookValueSecuritiesAmt |
| Total Rev Etc Audited Fincl Stmt | $4,474,957 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$124,007 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $1,924,020 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $1,800,013 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,674,944 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$25,952 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$25,952 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,648,992 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,747,813 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $1,924,020 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $1,924,020 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,823,793 | ExpensesSubtotalAmt |
| Other Expenses Not Included | -$25,952 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | -$25,952 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,797,841 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART III, LINE 4: | WORK OF ART HELD CONSISTS OF A BURL JONES BRONZE MOUNTAIN MAN STATUE IN PARK, A HAND CARVED RIFLE AND "THE SPIRIT" PAINTING. THESE COLLECTIONS DEPICT FELLOWSHIP POWER THE YEARS. |
| PART V, LINE 4: | ENDOWED FUNDS ARE RESTRICTED TO BE USED ONLY FOR EACH SPECIFIC PROJECT'S REQUIREMENTS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES -25,952. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | SPECIAL EVENT EXPENSES -25,952. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | MARMADUKE SENT DINNER | Event1Nm |
| Gross Receipts Event1 | $52,967 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $38,687 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $14,280 | GrossRevenueEvent1Amt |
| Food And Beverage Event1 | $11,009 | FoodAndBeverageEvent1Amt |
| Entertainment Event1 | $4,000 | EntertainmentEvent1Amt |
| Other Direct Expenses Event1 | $10,943 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $52,967 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $38,687 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $14,280 | GrossRevenueTotalEventsAmt |
| Food And Beverage Total Events | $11,009 | FoodAndBeverageTotalEventsAmt |
| Entertainment Total Events | $4,000 | EntertainmentTotalEventsAmt |
| Oth Direct Expnss Total Events | $10,943 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $25,952 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$11,672 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS | GrantTypeTxt |
| Recipient | 7 | RecipientCnt |
| Cash Grant | $14,936 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Valuation Method Used | N/A | ValuationMethodUsedDesc |
| Non Cash Assistance | N/A | NonCashAssistanceDesc |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL STUDENT GRANT RECORDS ARE MAINTAINED BY THE UNIVERSITY. | ExplanationTxt |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
Issuer Name IssuerName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CITY OF MORGANTOWN | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Issuer EIN | 556000215 | BondIssuerEIN |
| Bond Issued | 2012-11-09 | BondIssuedDt |
| Issue Price | $4,200,000 | IssuePriceAmt |
| Purpose | REFUND OF PRIOR JUNE 10, 2010 ISSUANCE | PurposeDesc |
| Defeased | 0 | DefeasedInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Pool Financing | 0 | PoolFinancingInd |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Retired | $3,912,849 | RetiredAmt |
| Total Proceeds | $4,200,000 | TotalProceedsAmt |
| Other Spent Proceeds | $4,200,000 | OtherSpentProceedsAmt |
| Substantial Completion | 2008 | SubstantialCompletionYr |
| Refunding Tax Exempt Bonds | Yes (1) | RefundingTaxExemptBondsInd |
| Refunding Taxable Bonds | 0 | RefundingTaxableBondsInd |
| Final Allocation Made | Yes (1) | FinalAllocationMadeInd |
| Adequate Books And Rec Maint | Yes (1) | AdequateBooksAndRecMaintInd |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Owning Bond Financed Property | 0 | OwningBondFinancedPropertyInd |
| Any Lease Arrangements | 0 | AnyLeaseArrangementsInd |
| Mgmt Contract Bond Fincd Prop | 0 | MgmtContractBondFincdPropInd |
| Any Research Agreements | 0 | AnyResearchAgreementsInd |
| Private Bus Use By Others | 0.00000 | PrivateBusUseByOthersPct |
| Private Bus Concerning UBI | 0.00000 | PrivateBusConcerningUBIPct |
| Total Private Business Use | 0.00000 | TotalPrivateBusinessUsePct |
| Bond Iss Meet Prvt Sec Pymt Test | 0 | BondIssMeetPrvtSecPymtTestInd |
| Change In Use Bond Financed Prop | 0 | ChangeInUseBondFinancedPropInd |
| Procs Nonqualified Bond Remdtd | Yes (1) | ProcsNonqualifiedBondRemdtdInd |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Form8038 T Filed | 0 | Form8038TFiledInd |
| Rebate Not Due Yet | 0 | RebateNotDueYetInd |
| Exception To Rebate | Yes (1) | ExceptionToRebateInd |
| No Rebate Due | 0 | NoRebateDueInd |
| Variable Rate Issue | Yes (1) | VariableRateIssueInd |
| Hedge Identified In Bks And Rec | 0 | HedgeIdentifiedInBksAndRecInd |
| Gross Proceeds Invested In GIC | 0 | GrossProceedsInvestedInGICInd |
| Gross Proceeds Invested | 0 | GrossProceedsInvestedInd |
| Written Proc To Monitor Reqs | Yes (1) | WrittenProcToMonitorReqsInd |
Procedures Corrective Action ProceduresCorrectiveActionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond Reference | A | BondReferenceCd |
| Procedures Corrective Action | Yes (1) | ProceduresCorrectiveActionInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE K, PART I, BOND ISSUES: | FormAndLineReferenceDesc |
| Explanation | (A) ISSUER NAME: CITY OF MORGANTOWN (F) DESCRIPTION OF PURPOSE: REFUND PRIOR ISSUE THAT WAS ISSUED ON JUNE 10, 2010. THE BOND WAS AMENDED IN NOVEMBER 2012 WHICH BEAR INTEREST AT 2.45% FOR A FIVE-YEAR PERIOD BEGINNING ON NOVEMBER 9, 2012, ADJUSTING TO A VARIABLE RATE EQUAL TO THE GREATER OF (A) 2.45%, OR (B) A CALCULATION BASED ON THE FIVE-YEAR INTERNATIONAL SWAPS AND DERIVATIVE ASSOCIATION, INC. MIDMARKET PAR SWAP RATE. AS OF NOVEMBER 2017 THE BOND'S EFFECTIVE INTEREST RATE IS STATED AT 3.21% FOR THE NEXT FIVE YEARS. THE BONDS ARE DUE ON MARCH 10, 2026. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1A | WHEN BOARD ACTION IS REQUIRED BETWEEN SCHEDULED MEETINGS OF THE BOARD, AND A SPECIAL MEETING OF THE BOARD IS NOT PRACTICABLE, THE CHAIR MAY CONVENE THE EXECUTIVE COMMITTEE TO ACT ON THE BOARD'S BEHALF, SUBJECT, AS APPROPRIATE, TO A VOTE BY THE FULL BOARD AT ITS NEXT REGULAR MEETING. THIS HAS NOT OCCURRED. WHEN BOARD ACTION HAS BEEN NEEDED BETWEEN MEETINGS, WE HAVE CONVENED SPECIAL MEETINGS. |
| FORM 990, PART VI, SECTION A, LINE 3 | EFFECTIVE JANUARY 2022, THE ASSOCIATION BOARD CONTRACTED WITH WEST VIRGINIA UNIVERSITY TO SUPERVISE, DIRECT, AND MANAGE THE DAY-TO-DAY OPERATIONS OF THE ASSOCIATION, INCLUDING ALUMNI RELATIONS STRATEGY AND MANAGEMENT AND OPERATION OF THE ERICKSON ALUMNI CENTER PER A MASTER ADMINISTRATIVE AGREEMENT. THE ASSOCIATION WILL CONTINUE TO BE A SEPARATE LEGAL ENTITY OVERSEEN BY AN INDEPENDENT ASSOCIATION BOARD. ALL OFFICERS WERE COMPENSATED BY WEST VIRGINIA UNIVERSITY, AN UNRELATED ORGANIZATION FOR SERVICES PERFORMED FOR THE FILING ORGANIZATION. COMPENSATION INFORMATION: 1. NAME: KEVIN BERRY, ROLE: OFFICER, TITLE: PRESIDENT & CEO BASE COMPENSATION: $157,286, BONUS/INCENTIVE: $0; OTHER REPORTABLE COMPENSATION: $9,524, DEFERRED COMPENSATION: $0, OTHER NONTAXABLE BENEFITS: $0 2. NAME: CHRISTOPHER TODD GAUER, ROLE: OFFICER, TITLE: GENERAL MANAGER BASE COMPENSATION: $105,000, BONUS/INCENTIVE: $0; OTHER REPORTABLE COMPENSATION: $7,000, DEFERRED COMPENSATION: $0, OTHER NONTAXABLE BENEFITS: $0 3. NAME: LOUIS HART, ROLE: OFFICER, TITLE: CFO BASE COMPENSATION: $103,457, BONUS/INCENTIVE: $0; OTHER REPORTABLE COMPENSATION: $6,437, DEFERRED COMPENSATION: $0, OTHER NONTAXABLE BENEFITS: $0 |
| FORM 990, PART VI, SECTION A, LINE 6 | ACTIVE MEMBER OF THE ASSOCIATION FOR THE PERIOD OF ANY GIVEN YEAR (JULY 1ST TO JUNE 30TH), AN ALUMNUS OR GRADUATE SHALL PAY THE ANNUAL DUES FOR THAT YEAR OR HAVE OTHERWISE QUALIFIED FOR LIFE MEMBERSHIP AS DETERMINED BY THE BOARD. PAYMENT OF DUES CONSTITUTES FULL MEMBERSHIP, ENTITLING THE MEMBER TO RECEIVE ALL PUBLICATIONS OF THE ASSOCIATION, ELIGIBILITY TO BE ELECTED TO THE BOARD, AND TO ALL OTHER PRIVILEGES WHICH THE ASSOCIATION MAY EXTEND. ASSOCIATION MEMBER OF THE ASSOCIATION ARE MEMBERS OF THE FACULTY, PARENTS OF STUDENTS AND ALUMNI, SPOUSES OR FRIENDS OF ASSOCIATE MEMBERS AND FRIENDS OF THE UNIVERSITY SHALL BE ELIGIBLE FOR AN ASSOCIATE MEMBERSHIP UPON PAYMENT OF THE REQUIRED DUES. AN ASSOCIATE MEMBER SHALL RECEIVE ALL PUBLICATIONS OF THE ASSOCIATION AND BE ENTITLED TO ALL THE PRIVILEGES OF ACTIVE MEMBERSHIP, EXCEPT THE RIGHT TO BE ELECTED TO THE BOARD OR TO SERVE AS AN OFFICER OF THE ASSOCIATION. |
| FORM 990, PART VI, SECTION B, LINE 11B | WEST VIRGINIA UNIVERSITY ALUMNI ASSOCIATION WILL PROVIDE A FULL COPY OF THE RETURN TO THE BOARD BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANY DIRECTOR, PRINCIPAL OFFICER, OR MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS, WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST, MUST DISCLOSE THE EXISTENCE OF THE FINANCIAL INTEREST AND BE GIVEN THE OPPORTUNITY TO DISCLOSE ALL MATERIAL FACTS TO THE DIRECTORS AND MEMBERS OF COMMITTEES WITH GOVERNING BOARD DELEGATED POWERS CONSIDERING THE PROPOSED TRANSACTION OR ARRANGEMENT. AFTER DISCLOSURE OF THE FINANCIAL INTEREST AND ALL MATERIAL FACTS, AND AFTER ANY DISCUSION WITH THE INTERESTED PERSON, THEY SHALL LEAVE THE GOVERNING BOARD OR COMMITTEE MEETING WHILE THE DETERMINATION OF A CONFLICT OF INTEREST IS DISCUSSED AND VOTED UPON. THE REMAINING BOARD OR COMMITTEE MEMBERS SHALL DECIDE IF A CONFLICT OF INTEREST EXISTS. AFTER EXERCISING DUE DILIGENCE, THE GOVERNING BOARD OR COMMITTEE SHALL DETEMRINE WHETHER THE ORGANIZATION CAN OBTAIN WITH REASONABLE EFFORTS A MORE ADVANTAGEOUS TRANSACTION OR ARRANGEMENT FROM A PERSON OR ENTITY THAT WOULD NOT GIVE RISE TO A CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION C, LINE 18 | THE WVU ALUMNI ASSOCIATION'S 990 IS AVAILABLE UPON REQUEST. |
| FORM 990, PART VI, SECTION C, LINE 19 | WVU ALUMNI ASSOCIATION MAKES GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONTRACTED SERVICES: PROGRAM SERVICE EXPENSES 29,334. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 29,334. CATERING SERVICES: PROGRAM SERVICE EXPENSES 969,533. MANAGEMENT AND GENERAL EXPENSES 11,075. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 980,608. |
| FORM XII LINE 2C: | THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR. |
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