Civic Intelligence

James and Katherine Moler Charitable Trust

990PF • Fiscal year 2012 • EIN 20-2120645

Oct 01, 2011 to Sep 30, 2012 • Filed on Nov 05, 2012

Organization Profile
PO Drawer 4025414
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

91st percentile

$27,812

Higher top officer pay than 91% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

$2,892,062

No earlier filing loaded for comparison.

Net Assets

$2,892,062

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$185,485

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2012

Assets$2,892,062
Liabilities$0
Net Assets$2,892,062
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2012

Revenue-
Expenses$185,485
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2011 to Sep 30, 2012
Signed
Nov 5, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF CHARLES TOWNTrustee-$27,812-$27,812
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantASBURY UNITED METHODIST CHURCHTO SUPPORT CHURCH ACTIVITIESPUBLIC CHARITY (CHURCHARLES TOWN, WV, US$75,867
Paid GrantSHEPHERD UNIVERSITY FOUNDATIONTO SUPPORT MOLER SCHOLARSHIP FUND AT SHEPHERD UNIV.,PUBLIC CHARITY (EDUCSHEPHERDSTOWN, WV, US$75,867
Filing and Contact Details

Filer

EIN
20-2120645
Raw XML AppendixShowing 400 of 407 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/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2091630
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.102886
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions0151734
IRS990PF/QualifyingDistributions/ExpensesAndContributions0151734
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm00
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions0151734
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported00
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0BANK OF CHARLES TOWN TRUST DEPT
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03047282435
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10111 E WASHINGTON STREET
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0CHARLES TOWN
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0WV
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode025414
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws00
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr01
IRS990PF/StatementsRegardingActivities/ForeignBank00
IRS990PF/StatementsRegardingActivities/Form1120POLFiled00
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG01
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity00
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation00
IRS990PF/StatementsRegardingActivities/ReimbursementOfTax00
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e01
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnManagers00
IRS990PF/StatementsRegardingActivities/Sect4955TaxOnOrganization00
IRS990PF/StatementsRegardingActivities/StatesFiledWith0WV
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions00
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson01
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount075867
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount175867
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0TO SUPPORT CHURCH ACTIVITIES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1TO SUPPORT MOLER SCHOLARSHIP FUND AT SHEPHERD UNIV.,
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10ASBURY UNITED METHODIST CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11SHEPHERD UNIVERSITY FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY (CHUR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC CHARITY (EDUC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10110 WEST NORTH STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11PO BOX 5000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0CHARLES TOWN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1SHEPHERDSTOWN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0WV
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1WV
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode025414
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode125414
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear0151734
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear0145580
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear100
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0145580
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear107560
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear202088
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear015802
IRS990PF/UndistributedIncome/ExcessFromCurrentYear06154
IRS990PF/UndistributedIncome/ExcessFromYear107560
IRS990PF/UndistributedIncome/ExcessFromYear202088
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions0151734
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus06154
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus015802
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover09648
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear00
TaxesSchedule/Taxes/Amount01788
TaxesSchedule/Taxes/Amount11800
TaxesSchedule/Taxes/Category0EXCISE TAX ON INV INCOME-BAL DUE
TaxesSchedule/Taxes/Category12011 ESTIMATED TAX PAYMENTS
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/DisbursementsCharitablePrps10
TaxesSchedule/Taxes/NetInvestmentIncome01788
TaxesSchedule/Taxes/NetInvestmentIncome11800
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0202120645
ReturnHeader/Filer/Name/BusinessNameLine10JAMES M & KATHERINE W MOLER CHARITABLE TRUST
ReturnHeader/Filer/NameControl0JAME
ReturnHeader/Filer/Phone03047282435
ReturnHeader/Filer/USAddress/AddressLine10PO DRAWER 40
ReturnHeader/Filer/USAddress/City0CHARLES TOWN
ReturnHeader/Filer/USAddress/State0WV
ReturnHeader/Filer/USAddress/ZIPCode025414
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02012-11-05
ReturnHeader/Officer/Name0BANK OF CHARLES TOWN
ReturnHeader/Officer/Phone03047282435
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/EIN0550394215
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10JACKSON KELLY PLLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO BOX 553
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0CHARLESTON
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0WV
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0253220553

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,892,062
Liabilities
$0
Net assets
$2,892,062
Revenue
-
Expenses
$185,485
Net income
-
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