Civic Intelligence

James and Katherine Moler Charitable Trust

990PF • Fiscal year 2020 • EIN 20-2120645

Oct 01, 2019 to Sep 30, 2020 • Filed on Oct 28, 2020

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

30th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

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

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

9th percentile

-86%

Higher net margin than 9% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$28,212

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 30.9% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

24th percentile

-2.8%

Faster asset growth than 24% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

9th percentile

-56%

Faster revenue growth than 9% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$2,725,137

Down $78,885 (-2.8%) from 2019

Net Assets

Down

$2,725,137

Down $78,885 (-2.8%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin9th percentile

Revenue

Down

$91,215

Down $116,148 (-56%) from 2019

Expenses

Down

$170,100

Down $36,840 (-18%) from 2019

Net Income

Down

-$78,885

Down $79,308 (-18749%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth24th 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

2020

Assets$2,725,137
Liabilities$0
Net Assets$2,725,137
Open 2020 Filing

Operations Trend

Revenue Growth9th 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

2020

Revenue$91,215
Expenses$170,100
Net Income-$78,885
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2019 to Sep 30, 2020
Signed
Oct 28, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$28,212-$28,212
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
2020-10-28
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 Appendix347 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/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0137834
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0111 E WASHINGTON STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CHARLES TOWN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WV
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd025414
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WV
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0BANK OF CHARLES TOWN
IRS990PF/StatementsRegardingActyGrp/PhoneNum03047282435
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt068917
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt168917
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO SUPPORT CHURCH ACTIVITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO SUPPORT MOLER SCHOLARSHIP FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ASBURY UNITED METHODIST CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SHEPHERD UNIVERSITY FOUNDATION
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/TotalGrantOrContriPdDurYrAmt0137834
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/AppliedToCurrentYearAmt077883
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt059951
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0146382
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0137834
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt068499
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt059951
TaxesSchedule/TaxesDetail/Amt01800
TaxesSchedule/TaxesDetail/Amt1562
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX PAYMENTS-ESTIMATES
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX PAYMENTS-BAL DUE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01800
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1562
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BANK OF CHARLES TOWN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-28
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0B7DC92FFC9969A8E972E5BCA4F313667D71382AF
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId077ED577D024A49C62E3F5122C8C0DF5E8EE2648E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt052.37.240.203
ReturnHeader/FilingSecurityInformation/IPDt02020-11-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm011:49:33
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/PreparationDt02020-11-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARTHA M HALL
ReturnHeader/ReturnTs02020-11-04T11:49:33-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-10-01
ReturnHeader/TaxPeriodEndDt02020-09-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,725,137
Liabilities
$0
Net assets
$2,725,137
Revenue
$91,215
Expenses
$170,100
Net income
-$78,885
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