Civic Intelligence

John T Moorman Charitable Trust

990PF • Fiscal year 2022 • EIN 47-3684811

Jan 01, 2022 to Dec 31, 2022 • Filed on Sep 27, 2023

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

Score unavailable

No value available

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

Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

3rd percentile

-658%

Higher net margin than 3% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

6th percentile

-78%

Faster revenue growth than 6% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $299,204 (-100%) from 2021

Net Assets

Down

$0

Down $299,204 (-100%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin3rd percentile

Revenue

Down

$36,958

Down $132,211 (-78%) from 2021

Expenses

Down

$280,049

Down $5,364,639 (-95%) from 2021

Net Income

Up

-$243,091

Up $5,232,428 (+96%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth2nd 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: $0Net Assets 2020: $4,421,0922020Assets 2021: $299,204Liabilities 2021: $0Net Assets 2021: $299,2042021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2022

Assets$0
Liabilities$0
Net Assets$0
Open 2022 Filing

Operations Trend

Revenue Growth6th 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: -$5,475,5192021Revenue 2022: $36,958Expenses 2022: $280,049Net Income 2022: -$243,0912022

Highlighted filing

2022

Revenue$36,958
Expenses$280,049
Net Income-$243,091
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Sep 27, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIRST STATE TRUST COCo Trustee-$0--
JOHN ROBINSON MOORMANTrustee-$0--
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
2023-09-27
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 Appendix243 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/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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TaxesSchedule/TaxesDetail/Amt02138
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ReturnHeader/BusinessOfficerGrp/PersonNm0FIRST STATE TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-09-27
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/IRSResponsiblePrtyInfoCurrInd0true
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/ReturnTs02023-09-27T11:09:56-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0FIRST STATE TRUST
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0COMPANY
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$36,958
Expenses
$280,049
Net income
-$243,091
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.04$0.28$0.24
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
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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