Civic Intelligence

John T Moorman Charitable Trust

990PF • Fiscal year 2020 • EIN 47-3684811

Jan 01, 2020 to Dec 31, 2020 • Filed on Jan 31, 2022

Organization Profile
One Righter Parkway Ste 120Wilmington, DE 19803

(302) 573-5973

Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

Higher debt load relative to assets than 30% of similar nonprofits.

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

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

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

Net Margin

8th percentile

-98%

Higher net margin than 8% of similar nonprofits.

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

Top Officer Pay

64th percentile

$64,506

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 29.7% of source-year revenue.

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

Asset Growth

18th percentile

-4.6%

Faster asset growth than 18% of similar nonprofits.

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

Revenue Growth

39th percentile

-7.9%

Faster revenue growth than 39% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$4,421,092

Down $213,330 (-4.6%) from 2019

Net Assets

Down

$4,421,092

Down $213,330 (-4.6%) from 2019

Liabilities

Up

$1

Up $1 from 2019

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin8th percentile

Revenue

Down

$216,858

Down $18,697 (-7.9%) from 2019

Expenses

Up

$430,188

Up $16,634 (+4.0%) from 2019

Net Income

Down

-$213,330

Down $35,331 (-20%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$6.0M$4.0M$2.0M$0Assets 2015: $5,199,059Liabilities 2015: $02015Assets 2018: $4,823,074Liabilities 2018: $0Net Assets 2018: $4,823,0742018Assets 2019: $4,634,422Liabilities 2019: $0Net Assets 2019: $4,634,4222019Assets 2020: $4,421,092Liabilities 2020: $1Net Assets 2020: $4,421,0922020Assets 2021: $299,204Liabilities 2021: $0Net Assets 2021: $299,2042021

Highlighted filing

2020

Assets$4,421,092
Liabilities$1
Net Assets$4,421,092
Open 2020 Filing

Operations Trend

Revenue Growth39th percentile

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

$10M$5.0M$0-$5.0M-$10MRevenue 2015: $5,269,649Expenses 2015: $60,346Net Income 2015: $5,209,3032015Revenue 2018: $254,310Expenses 2018: $321,693Net Income 2018: -$67,3832018Revenue 2019: $235,555Expenses 2019: $413,554Net Income 2019: -$177,9992019Revenue 2020: $216,858Expenses 2020: $430,188Net Income 2020: -$213,3302020Revenue 2021: $169,169Expenses 2021: $5,644,688Net Income 2021: -$5,475,5192021

Highlighted filing

2020

Revenue$216,858
Expenses$430,188
Net Income-$213,330
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jan 31, 2022
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NACo Trustee-$64,506-$64,506
JOHN ROBINSON MOORMANTrustee-$1,200-$1,200
Filing and Contact Details

Filer

Filer Name
John T Moorman Charitable Trust
EIN
47-3684811
Phone
3025735973
Address
ONE RIGHTER PARKWAY STE 120, WILMINGTON, DE 19803

Signing Officer

Name
First State Trust Company
Title
CO Trustee
Signed
2022-01-31
Discuss with paid preparer
Yes

Preparer

Firm
CARTIER CPAs LLC
Address
5737 Ninth Ave North, Saint Petersburg, FL 33710
Preparer
Danielle Cartier Wendt
Phone
7278228800
Raw XML Appendix257 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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ReturnHeader/BusinessOfficerGrp/SignatureDt02022-01-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOHN T MOORMAN CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0UAD 4231996
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0473684811
ReturnHeader/Filer/PhoneNum03025735973
ReturnHeader/Filer/USAddress/AddressLine1Txt0ONE RIGHTER PARKWAY STE 120
ReturnHeader/Filer/USAddress/CityNm0WILMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0DE
ReturnHeader/Filer/USAddress/ZIPCd019803
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203497802
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARTIER CPAs LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05737 Ninth Ave North
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Saint Petersburg
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd033710
ReturnHeader/PreparerPersonGrp/PhoneNum07278228800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DANIELLE CARTIER WENDT
ReturnHeader/ReturnTs02022-01-31T11:29:31-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0FIRST STATE TRUST
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0COMPANY
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

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

Open filing
Assets
$4,421,092
Liabilities
$1
Net assets
$4,421,092
Revenue
$216,858
Expenses
$430,188
Net income
-$213,330
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.30$0.00$0.30$0.17$5.64$5.48
2020Detailed filing. Detailed filing data is available for this year.$4.42$0.00$4.42$0.22$0.43$0.21
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.63$0.00$4.63$0.24$0.41$0.18
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.82$0.00$4.82$0.25$0.32$0.07
2015Summary only. Only limited summary data is available for this year.$5.20$0.00$5.27$0.06$5.21