Civic Intelligence

The James H and Alice Teubert Charitable Trust

EIN 55-6101813 • Huntington, WV

PO Box 2131Huntington, WV 25722
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

25th percentile

0.01x

Higher debt load relative to assets than 25% of similar nonprofits.

$25M-$50M nonprofits • Source year 2025

Liabilities / Revenue

45th percentile

0.16x

Higher debt load relative to revenue than 45% of similar nonprofits.

$25M-$50M nonprofits • Source year 2025

Net Margin

20th percentile

-8.4%

Higher net margin than 20% of similar nonprofits.

$25M-$50M nonprofits • Source year 2025

Top Officer Pay

22nd percentile

$51,000

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 3.9% of source-year revenue.

$25M-$50M nonprofits • Source year 2025

Asset Growth

56th percentile

6.1%

Faster asset growth than 56% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2024 to 2025

Revenue Growth

31st percentile

0.3%

Faster revenue growth than 31% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$29,063,571

Up $1,670,990 (+6.1%) from 2024

Liabilities

Up

$209,386

Up $169,894 (+430%) from 2024

Net Assets

Up

$28,854,185

Up $1,501,096 (+5.5%) from 2024

Operations
Liabilities / Revenue45th percentileNet Margin20th percentile

Revenue

Up

$1,316,492

Up $3,912 (+0.3%) from 2024

Expenses

Down

$1,426,912

Down $38,530 (-2.6%) from 2024

Net Income

Up

-$110,420

Up $42,442 (+28%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth56th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$30M$20M$10M$0Assets 2011: $18,467,792Liabilities 2011: $10,0192011Assets 2012: $20,478,192Liabilities 2012: $15,1612012Assets 2013: $21,890,540Liabilities 2013: $35,6222013Assets 2014: $22,731,921Liabilities 2014: $27,2122014Assets 2015: $20,916,825Liabilities 2015: $23,3882015Assets 2016: $21,541,696Liabilities 2016: $23,3772016Assets 2020: $23,770,625Liabilities 2020: $128,482Net Assets 2020: $23,642,1432020Assets 2021: $26,846,862Liabilities 2021: $41,662Net Assets 2021: $26,805,2002021Assets 2022: $21,722,202Liabilities 2022: $39,236Net Assets 2022: $21,682,9662022Assets 2023: $23,487,997Liabilities 2023: $40,494Net Assets 2023: $23,447,5032023Assets 2024: $27,392,581Liabilities 2024: $39,492Net Assets 2024: $27,353,0892024Assets 2025: $29,063,571Liabilities 2025: $209,386Net Assets 2025: $28,854,1852025

Highlighted filing

2025

Assets$29,063,571
Liabilities$209,386
Net Assets$28,854,185
Open 2025 Filing

Operations Trend

Revenue Growth31st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$2.0M$1.0M$0-$1.0MRevenue 2011: $1,428,382Expenses 2011: $1,000,442Net Income 2011: $427,9402011Revenue 2012: $770,573Expenses 2012: $1,060,416Net Income 2012: -$289,8432012Revenue 2013: $1,360,875Expenses 2013: $1,145,546Net Income 2013: $215,3292013Revenue 2014: $1,571,114Expenses 2014: $1,169,930Net Income 2014: $401,1842014Revenue 2015: $1,051,072Expenses 2015: $1,213,355Net Income 2015: -$162,2832015Revenue 2016: $887,330Expenses 2016: $1,234,214Net Income 2016: -$346,8842016Revenue 2020: $1,121,733Expenses 2020: $1,343,061Net Income 2020: -$221,3282020Revenue 2021: $1,801,351Expenses 2021: $1,335,809Net Income 2021: $465,5422021Revenue 2022: $673,433Expenses 2022: $1,368,151Net Income 2022: -$694,7182022Revenue 2023: $1,106,561Expenses 2023: $1,329,188Net Income 2023: -$222,6272023Revenue 2024: $1,312,580Expenses 2024: $1,465,442Net Income 2024: -$152,8622024Revenue 2025: $1,316,492Expenses 2025: $1,426,912Net Income 2025: -$110,4202025

Highlighted filing

2025

Revenue$1,316,492
Expenses$1,426,912
Net Income-$110,420
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$29,063,571
Liabilities
$209,386
Net assets
$28,854,185
Revenue
$1,316,492
Expenses
$1,426,912
Net income
-$110,420
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$29.1$0.21$28.9$1.32$1.43$0.11
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.4$0.04$27.4$1.31$1.47$0.15
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.5$0.04$23.4$1.11$1.33$0.22
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.7$0.04$21.7$0.67$1.37$0.69
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.8$0.04$26.8$1.80$1.34$0.47
2020Detailed filing. Detailed filing data is available for this year.$23.8$0.13$23.6$1.12$1.34$0.22
2016Summary only. Only limited summary data is available for this year.$21.5$0.02$0.89$1.23$0.35
2015Summary only. Only limited summary data is available for this year.$20.9$0.02$1.05$1.21$0.16
2014Summary only. Only limited summary data is available for this year.$22.7$0.03$1.57$1.17$0.40
2013Summary only. Only limited summary data is available for this year.$21.9$0.04$1.36$1.15$0.22
2012Summary only. Only limited summary data is available for this year.$20.5$0.02$0.77$1.06$0.29
2011Summary only. Only limited summary data is available for this year.$18.5$0.01$1.43$1.00$0.43
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Dec 4, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay22nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHELLEY ADKINSExec. DirectorPT$51,000-$51,000
JIMELLE BOWENEx Exec. DirectorPT$25,413-$25,413
DR MATTHEW A ROHRBACHTrustee-$0--
DINA BLOMTrustee-$0--
DAVID H LUNSFORDChairman-$0--
GRANT MCGUIRETrustee-$0--
AARON PREECETrustee-$0--
TAYLOR HOODTrustee-$0--
HEATHER MCCOMASTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The James H and Alice Teubert
EIN
55-6101813
Phone
3045256637
Address
PO BOX 2131, HUNTINGTON, WV 25722

Signing Officer

Name
Shelley Adkins
Title
Exec. Director
Phone
3045256637
Signed
2025-12-04
Discuss with paid preparer
Yes

Preparer

Firm
Hess Stewart & Campbell Pllc
Address
611 3RD AVE SUITE 100, HUNTINGTON, WV 25701-1060
Preparer
Charles M Morris CPA
Phone
3045236464
Raw XML AppendixShowing 400 of 615 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5EXEC. DIR.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt8EX EXEC. DIR
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