Civic Intelligence

James and Katherine Moler Charitable Trust

990PF • Fiscal year 2015 • EIN 20-2120645

Oct 01, 2014 to Sep 30, 2015 • Filed on Oct 25, 2015

Organization Profile
PO Drawer 40Charles Town, WV 25414

(304) 728-2435

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.00x

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

2015 filings • $1M-$5M nonprofits • Source year 2015

Net Margin

3rd percentile

-242%

Higher net margin than 3% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

51st percentile

$30,557

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 39.5% of source-year revenue.

2015 filings • $1M-$5M nonprofits • Source year 2015

Asset Growth

18th percentile

-6.0%

Faster asset growth than 18% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

6th percentile

-61%

Faster revenue growth than 6% of similar nonprofits.

2015 filings • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$2,921,178

Down $187,569 (-6.0%) from 2014

Net Assets

Down

$2,921,178

Down $187,569 (-6.0%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin3rd percentile

Revenue

Down

$77,405

Down $122,130 (-61%) from 2014

Expenses

Up

$264,974

Up $158,111 (+148%) from 2014

Net Income

Down

-$187,569

Down $280,241 (-302%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth18th 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

2015

Assets$2,921,178
Liabilities$0
Net Assets$2,921,178
Open 2015 Filing

Operations Trend

Revenue Growth6th percentile

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

2015

Revenue$77,405
Expenses$264,974
Net Income-$187,569
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
Oct 25, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BANK OF CHARLES TOWNTrustee-$30,557-$30,557
Filing and Contact Details

Filer

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

Signing Officer

Name
Bank of Charles Town
Title
Trustee
Phone
3047282435
Signed
2015-10-25
Discuss with paid preparer
Yes

Preparer

Firm
Jackson Kelly Pllc
Address
PO BOX 553, CHARLESTON, WV 25322-0553
Preparer
Martha M Nepa
Phone
3043401000
Raw XML Appendix384 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt01967
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX RETURN PREPARATION
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01967
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0186400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0105600
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0JEFFERSON SECURITY BANK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt066235
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1136863
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2242992
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt348128
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt40
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt583588
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6161741
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt7102206
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt856105
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt955824
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10319240
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt11162200
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt120
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt13152629
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt14232297
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt15308793
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt16110000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1728613
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1839000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt19113614
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt20310000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0DFA INTERNATL SMALL CO. PORTF.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1DFA LARGE CAP INTERNATL PORTF.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2DFA U.S. LARGE CAP VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3DFA U.S. SMALL CAP PORTFOLIO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4PIMCO TOTAL RETURN-INST CLASS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5TEMPLETON GLOBAL BOND FD ADV CL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6VANGUARD SHORT TERM INV GRADE FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7DFA EMERGING MARKETS CORE EQUITY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8MFC ISHARES RUSSELL MIDCAP INDEX FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9MFC ISHARES RUSSELL MIDCAP VALUE INDEX FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10MFC ISHARES CORE S&P 500 INDEX FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11DOUBLELINE TOTAL RETURN BD FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12IVY HIGH INCOME FD CL I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13MFC GUGGENHEIM BULLETSHARES 2018 CORP BD ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14MFC VANGUARD INTERMED TERM BD ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15VANGUARD TOTAL BOND MKT INDEX ADMIRAL SHS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16DFA INTERNATL VALUE PORTF.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17DFA U.S. MICRO CAP PORTF.
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18DFA U.S. SMALL CAP VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19FIRST EAGLE HIGH YIELD FD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20METROPOLITAN WEST TOTAL RET BD I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt066831
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1129220
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2312965
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt376925
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt40
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt570599
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt6160234
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt782553
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt879647
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt976751
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10432827
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt11161141
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt120
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13157034
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14235855
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15314270
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1685159
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1726087
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1834443
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt19100503
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt20307979
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt076828
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0576
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt077405
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt077405
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt01967
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01967
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0576
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt030557
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt030557
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0228442
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0228442
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt076828
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt076828
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-187569
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0606655
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0576
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt040873
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt04008
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04008
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0228442
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt036532
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0264974
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt077405
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt077405
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt036532
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt036532
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0606079
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-12007
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt112583
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-12007
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt112583
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0594072
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt112583
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0PUBLICLY TRADED SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0576
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-187569
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02921178
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03108747
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02921178
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0159723
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0159723
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0159723
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0160132
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0409
IRS990PF/DistributableAmountGrp/TotalTaxAmt0409
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt0800
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt03200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0409
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02791
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt01991
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0409
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0409
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt03200
IRS990PF/FMVAssetsEOYAmt03021333
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt03916
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0186400
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0186400
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0105600
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02868146
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt02730068
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt02911023
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt03108747
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02921178
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt050285
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt04710
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt04710
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03108747
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02921178
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03021333
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03108747
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02921178
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03108747
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02921178
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03251419
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03251419
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt048771
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0160132
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03202648
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03251419
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt030557
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0BANK OF CHARLES TOWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0111 E WASHINGTON STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CHARLES TOWN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WV
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd025414
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt0145192
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0145601
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt066890
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0161030
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0151734
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0160240
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt091630
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.045335
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.020400
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.051705
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.051685
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.051870
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.051016
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0409
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt03202648
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt03278904
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt03114373
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt02935755
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt03089232
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01796098
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0228442
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.226676
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0228033
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0228442
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0409
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0228442
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0BANK OF CHARLES TOWN TRUST DEPT
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0111 E WASHINGTON STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CHARLES TOWN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WV
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd025414
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WV
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum03047282435
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0114221
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt1114221
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO SUPPORT CHURCH ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO SUPPORT MOLER SCHOLARSHIP FUND AT SHEPHERD UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ASBURY UNITED METHODIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SHEPHERD UNIVERSITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY (CHUR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY (EDUC
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/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0228442
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0159723
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt067067
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0159723
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01652
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01652
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0228442
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01652
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01652
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt067067
TaxesSchedule/TaxesDetail/Amt03200
TaxesSchedule/TaxesDetail/Amt1808
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX PAYMENTS-ESTIMATED
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX PAYMENTS-BALANCE DUE
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03200
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1808
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BANK OF CHARLES TOWN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03047282435
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-10-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JAMES M & KATHERINE W MOLER CHARITABLE 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/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/PreparerPersonNm0MARTHA M NEPA
ReturnHeader/ReturnTs02015-10-25T18:23:08-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-10-01
ReturnHeader/TaxPeriodEndDt02015-09-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,921,178
Liabilities
$0
Net assets
$2,921,178
Revenue
$77,405
Expenses
$264,974
Net income
-$187,569
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • $1M-$5M nonprofits