Civic Intelligence

The Harry Whaley Charitable Trust

990PF • Fiscal year 2023 • EIN 27-6573729

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 26, 2024

514 Market StreetParkersburg, WV 26101

(304) 424-8643

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

7th percentile

-115%

Higher net margin than 7% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$33,848

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 41.5% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

25th percentile

-3.6%

Faster asset growth than 25% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

13th percentile

-35%

Faster revenue growth than 13% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Down

$2,461,891

Down $93,247 (-3.6%) from 2022

Net Assets

Down

$2,461,891

Down $93,247 (-3.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue

Down

$81,496

Down $44,113 (-35%) from 2022

Expenses

Down

$175,549

Down $6,264 (-3.4%) from 2022

Net Income

Down

-$94,053

Down $37,849 (-67%) from 2022

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2013: $2,709,775Liabilities 2013: $0Net Assets 2013: $2,709,7752013Assets 2014: $2,743,299Liabilities 2014: $0Net Assets 2014: $2,743,2992014Assets 2015: $2,733,599Liabilities 2015: $0Net Assets 2015: $2,733,5992015Assets 2016: $2,711,573Liabilities 2016: $0Net Assets 2016: $2,711,5732016Assets 2017: $2,685,807Liabilities 2017: $0Net Assets 2017: $2,685,8072017Assets 2018: $2,633,873Liabilities 2018: $0Net Assets 2018: $2,633,8732018Assets 2019: $2,648,291Liabilities 2019: $0Net Assets 2019: $2,648,2912019Assets 2020: $2,559,980Liabilities 2020: $0Net Assets 2020: $2,559,9802020Assets 2021: $2,611,342Liabilities 2021: $0Net Assets 2021: $2,611,3422021Assets 2022: $2,555,138Liabilities 2022: $0Net Assets 2022: $2,555,1382022Assets 2023: $2,461,891Liabilities 2023: $0Net Assets 2023: $2,461,8912023Assets 2024: $2,522,431Liabilities 2024: $0Net Assets 2024: $2,522,4312024

Highlighted filing

2023

Assets$2,461,891
Liabilities$0
Net Assets$2,461,891

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2013: $145,973Expenses 2013: $172,175Net Income 2013: -$26,2022013Revenue 2014: $206,721Expenses 2014: $173,197Net Income 2014: $33,5242014Revenue 2015: $165,131Expenses 2015: $174,831Net Income 2015: -$9,7002015Revenue 2016: $86,470Expenses 2016: $108,496Net Income 2016: -$22,0262016Revenue 2017: $124,388Expenses 2017: $150,154Net Income 2017: -$25,7662017Revenue 2018: $133,788Expenses 2018: $185,722Net Income 2018: -$51,9342018Revenue 2019: $193,328Expenses 2019: $178,910Net Income 2019: $14,4182019Revenue 2020: $90,579Expenses 2020: $177,807Net Income 2020: -$87,2282020Revenue 2021: $232,869Expenses 2021: $181,394Net Income 2021: $51,4752021Revenue 2022: $125,609Expenses 2022: $181,813Net Income 2022: -$56,2042022Revenue 2023: $81,496Expenses 2023: $175,549Net Income 2023: -$94,0532023Revenue 2024: $239,186Expenses 2024: $178,646Net Income 2024: $60,5402024

Highlighted filing

2023

Revenue$81,496
Expenses$175,549
Net Income-$94,053
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 26, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$33,848-$33,848
Filing and Contact Details

Filer

Filer Name
The Harry Whaley Charitable Trust
EIN
27-6573729
Phone
3044248643
Address
514 MARKET STREET, PARKERSBURG, WV 26101

Signing Officer

Name
United Bank Inc
Title
Trustee
Signed
2024-04-26
Discuss with paid preparer
Yes

Preparer

Firm
Cokeley & Assoc Pllc
Address
63 BRIAR HILL LN, HARRISVILLE, WV 26362-1700
Preparer
Edward R Cokeley
Phone
3046432300
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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/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0163765
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0163765
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/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0514 MARKET STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0PARKERSBURG
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WV
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd026101
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WV
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0UNITED BANK INC
IRS990PF/StatementsRegardingActyGrp/PhoneNum03044248643
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt058100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt18400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt215400
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt358100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CHRIST EVANGELICAL LUTHER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1HUMANE SOCIETY OF PARKERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2PLEASANT VALLEY CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3WAYSIDE UNITED METHODIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC CHARI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04513 GRAND CENTRAL AV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1530 29TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2145 ROBY HILL RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33001 GRAND CENTRAL AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0VIENNA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PARKERSBURG
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ST MARYS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3VIENNA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1WV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3WV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd026105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd126101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd226170
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd326105
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0140000
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/AppliedToCurrentYearAmt0148967
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0148967
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt011175
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt015373
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt09241
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt050587
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt014798
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt011175
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt015373
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt09241
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0163765
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt014798
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt050587
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt035789
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0806
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRIOR PERIOD ADJ/TIMING DIF
TaxesSchedule/TaxesDetail/Amt0501
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0UNITED BANK INC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE HARRY WHALEY CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0UNITED BANK INC TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0HARR
ReturnHeader/Filer/EIN0276573729
ReturnHeader/Filer/PhoneNum03044248643
ReturnHeader/Filer/USAddress/AddressLine1Txt0514 MARKET STREET
ReturnHeader/Filer/USAddress/CityNm0PARKERSBURG
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WV
ReturnHeader/Filer/USAddress/ZIPCd026101
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0550755471
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COKELEY & ASSOC PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt063 BRIAR HILL LN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HARRISVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WV
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0263621700
ReturnHeader/PreparerPersonGrp/PhoneNum03046432300
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0EDWARD R COKELEY
ReturnHeader/ReturnTs02024-04-30T16:12:27-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0UNITED
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BANK
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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