Civic Intelligence

James M & Katherine W Moler

EIN 20-2120645 • Charles Town, WV

PO Drawer 40Charles Town, WV 25414
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Net Margin

17th percentile

-20%

Higher net margin than 17% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Top Officer Pay

56th percentile

$30,459

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 19.5% of source-year revenue.

$1M-$5M nonprofits • Source year 2025

Asset Growth

33rd percentile

-1.3%

Faster asset growth than 33% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

60th percentile

16%

Faster revenue growth than 60% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$2,274,042

Down $30,766 (-1.3%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$2,274,042

Down $30,766 (-1.3%) from 2024

Operations
Liabilities / Revenue33rd percentileNet Margin17th percentile

Revenue

Up

$155,875

Up $21,803 (+16%) from 2024

Expenses

Down

$186,641

Down $4,822 (-2.5%) from 2024

Net Income

Up

-$30,766

Up $26,625 (+46%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth33rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $2,892,062Liabilities 2012: $0Net Assets 2012: $2,892,0622012Assets 2013: $3,016,075Liabilities 2013: $0Net Assets 2013: $3,016,0752013Assets 2014: $3,108,747Liabilities 2014: $0Net Assets 2014: $3,108,7472014Assets 2015: $2,921,178Liabilities 2015: $0Net Assets 2015: $2,921,1782015Assets 2016: $2,886,086Liabilities 2016: $44,666Net Assets 2016: $2,841,4202016Assets 2017: $2,858,801Liabilities 2017: $0Net Assets 2017: $2,858,8012017Assets 2018: $2,803,599Liabilities 2018: $0Net Assets 2018: $2,803,5992018Assets 2019: $2,804,022Liabilities 2019: $0Net Assets 2019: $2,804,0222019Assets 2020: $2,725,137Liabilities 2020: $0Net Assets 2020: $2,725,1372020Assets 2021: $2,674,203Liabilities 2021: $0Net Assets 2021: $2,674,2032021Assets 2022: $2,495,831Liabilities 2022: $0Net Assets 2022: $2,495,8312022Assets 2023: $2,362,199Liabilities 2023: $0Net Assets 2023: $2,362,1992023Assets 2024: $2,304,808Liabilities 2024: $0Net Assets 2024: $2,304,8082024Assets 2025: $2,274,042Liabilities 2025: $0Net Assets 2025: $2,274,0422025

Highlighted filing

2025

Assets$2,274,042
Liabilities$0
Net Assets$2,274,042
Open 2025 Filing

Operations Trend

Revenue Growth60th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200KExpenses 2012: $185,4852012Expenses 2013: $193,6092013Revenue 2014: $199,535Expenses 2014: $106,863Net Income 2014: $92,6722014Revenue 2015: $77,405Expenses 2015: $264,974Net Income 2015: -$187,5692015Revenue 2016: $105,379Expenses 2016: $185,137Net Income 2016: -$79,7582016Revenue 2017: $109,943Expenses 2017: $92,562Net Income 2017: $17,3812017Revenue 2018: $141,065Expenses 2018: $196,267Net Income 2018: -$55,2022018Revenue 2019: $207,363Expenses 2019: $206,940Net Income 2019: $4232019Revenue 2020: $91,215Expenses 2020: $170,100Net Income 2020: -$78,8852020Revenue 2021: $117,082Expenses 2021: $168,016Net Income 2021: -$50,9342021Revenue 2022: $11,545Expenses 2022: $189,917Net Income 2022: -$178,3722022Revenue 2023: $73,415Expenses 2023: $207,047Net Income 2023: -$133,6322023Revenue 2024: $134,072Expenses 2024: $191,463Net Income 2024: -$57,3912024Revenue 2025: $155,875Expenses 2025: $186,641Net Income 2025: -$30,7662025

Highlighted filing

2025

Revenue$155,875
Expenses$186,641
Net Income-$30,766
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,274,042
Liabilities
$0
Net assets
$2,274,042
Revenue
$155,875
Expenses
$186,641
Net income
-$30,766
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.16$0.19$0.03
2024Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.13$0.19$0.06
2023Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.07$0.21$0.13
2022Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.01$0.19$0.18
2021Detailed filing. Detailed filing data is available for this year.$2.67$0.00$2.67$0.12$0.17$0.05
2020Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.09$0.17$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.21$0.21$0.00
2018Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.14$0.20$0.06
2017Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.11$0.09$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.89$0.04$2.84$0.11$0.19$0.08
2015Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.08$0.26$0.19
2014Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.20$0.11$0.09
2013Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.19
2012Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$0.19
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Oct 8, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$30,459-$30,459
Filing and Contact Details

Filer

Filer Name
James M & Katherine W Moler
EIN
20-2120645
Phone
3047282435
Address
PO DRAWER 40, CHARLES TOWN, WV 25414

Signing Officer

Name
Bank of Charles Town
Title
Trustee
Signed
2025-10-08
Discuss with paid preparer
Yes

Preparer

Firm
Jackson Kelly Pllc
Address
PO BOX 553, CHARLESTON, WV 25322-0553
Preparer
Martha M Hall
Phone
3043401000
Raw XML Appendix269 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0110 WEST NORTH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO BOX 5000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHARLES TOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SHEPHERDSTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd025414
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd125414
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0152586
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0158147
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0158147
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt011627
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt025864
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt014237
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt011627
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0172384
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt014237
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt025864
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt011627
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
TaxesSchedule/TaxesDetail/Amt02424
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX ON INVESTMENT INCOME
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BANK OF CHARLES TOWN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JAMES M & KATHERINE W MOLER
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0202120645
ReturnHeader/Filer/PhoneNum03047282435
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO DRAWER 40
ReturnHeader/Filer/USAddress/CityNm0CHARLES TOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WV
ReturnHeader/Filer/USAddress/ZIPCd025414
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0550394215
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JACKSON KELLY PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 553
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHARLESTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0253220553
ReturnHeader/PreparerPersonGrp/PhoneNum03043401000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARTHA M HALL
ReturnHeader/ReturnTs02025-10-21T11:04:46-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-10-01
ReturnHeader/TaxPeriodEndDt02025-09-30
ReturnHeader/TaxYr02024

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