Civic Intelligence

James and Katherine Moler Charitable Trust

990PF • Fiscal year 2013 • EIN 20-2120645

Oct 01, 2012 to Sep 30, 2013 • Filed on Nov 07, 2013

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.

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

58th percentile

$29,694

Higher top officer pay than 58% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

60th percentile

4.3%

Faster asset growth than 60% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$3,016,075

Up $124,013 (+4.3%) from 2012

Net Assets

Up

$3,016,075

Up $124,013 (+4.3%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$193,609

Up $8,124 (+4.4%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth60th percentile

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

2013

Assets$3,016,075
Liabilities$0
Net Assets$3,016,075
Open 2013 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

2013

Revenue-
Expenses$193,609
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2012 to Sep 30, 2013
Signed
Nov 7, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF CHARLES TOWNTrustee-$29,694-$29,694
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantASBURY UNITED METHODIST CHURCHTO SUPPORT CHURCH ACTIVITIESPUBLIC CHARITY (CHURCHARLES TOWN, WV, US$80,515
Paid GrantSHEPHERD UNIVERSITY FOUNDATIONTO SUPPORT MOLER SCHOLARSHIP FUND AT SHEPHERD UNIV.,PUBLIC CHARITY (EDUCSHEPHERDSTOWN, WV, US$80,515
Filing and Contact Details

Filer

EIN
20-2120645
Raw XML AppendixShowing 400 of 911 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/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired582010-09-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired592010-12-27
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02013-07-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12013-04-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22013-04-19
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold522012-10-26
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold542013-07-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold552013-07-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold562013-07-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold572013-07-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold582013-07-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold592013-07-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset014,534 SHS DOUBLELINE TOTAL RETURN BD FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset149 SHS MFC GUGGENHEIM RUSSELL TOP 50 ETF
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset268 SHS MFC ISHS RUSSELL MIDCAP INDEX FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3132 SHS MFC ISHS RUSSELL MIDCAP VALUE INDEX FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4182 SHS MFC ISHS TRUST S&P 500 INDEX FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5190 SHS MFC ISHS TRUST S&P 500 INDEX FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6168 SHS MFC POWERSHARES INTL DIV ACH PORT
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7133 SHS MFC WISDOMTREE LARGE CAP DIV
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8133 SHS MFC WISDOMTREE SMALL CAP DIV
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset910,682 SHS PIMCO COMMODITY REAL RETURN STRAT INSTL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset101,012 SHS PIMCO COMMODITY REAL RETURN STRAT INSTL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11954 SHS DFA DIMENSION EMERGING MKTS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12659 SHS DFA DIMENSION EMERGING MKTS

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,016,075
Liabilities
$0
Net assets
$3,016,075
Revenue
-
Expenses
$193,609
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