Civic Intelligence

Robert W Mccormick Trust FBO Jefferson High School

EIN 55-6124577 • 501(c)3 • Charles Town, WV

Pub. 78 Eligible
Bank Of Charles Town PO Drawer 40Charles Town, WV 25414
Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

9th percentile

-34%

Higher net margin than 9% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

44th percentile

$27,976

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 20.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

32nd percentile

-2.1%

Faster asset growth than 32% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

80th percentile

41%

Faster revenue growth than 80% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$2,218,875

Down $47,782 (-2.1%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$2,218,875

Down $47,782 (-2.1%) from 2024

Operations
Liabilities / Revenue20th percentileNet Margin9th percentile

Revenue

Up

$139,939

Up $40,923 (+41%) from 2024

Expenses

Up

$187,721

Up $1,380 (+0.7%) from 2024

Net Income

Up

-$47,782

Up $39,543 (+45%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth32nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $2,542,804Liabilities 2012: $0Net Assets 2012: $2,542,8042012Assets 2013: $2,521,692Liabilities 2013: $0Net Assets 2013: $2,521,6922013Assets 2014: $2,677,663Liabilities 2014: $0Net Assets 2014: $2,677,6632014Assets 2015: $2,733,097Liabilities 2015: $62,465Net Assets 2015: $2,670,6322015Assets 2016: $2,642,653Liabilities 2016: $4,215Net Assets 2016: $2,638,4382016Assets 2017: $2,689,742Liabilities 2017: $0Net Assets 2017: $2,689,7422017Assets 2018: $2,710,364Liabilities 2018: $142,488Net Assets 2018: $2,567,8762018Assets 2019: $2,485,856Liabilities 2019: $0Net Assets 2019: $2,485,8562019Assets 2020: $2,478,133Liabilities 2020: $103,413Net Assets 2020: $2,374,7202020Assets 2021: $2,461,392Liabilities 2021: $0Net Assets 2021: $2,461,3922021Assets 2022: $2,561,746Liabilities 2022: $0Net Assets 2022: $2,561,7462022Assets 2023: $2,353,982Liabilities 2023: $0Net Assets 2023: $2,353,9822023Assets 2024: $2,266,657Liabilities 2024: $0Net Assets 2024: $2,266,6572024Assets 2025: $2,218,875Liabilities 2025: $0Net Assets 2025: $2,218,8752025

Highlighted filing

2025

Assets$2,218,875
Liabilities$0
Net Assets$2,218,875
Open 2025 Filing

Operations Trend

Revenue Growth80th percentile

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

$400K$200K$0-$200K-$400KExpenses 2012: $90,7342012Expenses 2013: $100,4672013Revenue 2014: $338,077Expenses 2014: $182,106Net Income 2014: $155,9712014Revenue 2015: $200,720Expenses 2015: $207,751Net Income 2015: -$7,0312015Revenue 2016: $157,045Expenses 2016: $189,239Net Income 2016: -$32,1942016Revenue 2017: $88,839Expenses 2017: $37,535Net Income 2017: $51,3042017Revenue 2018: $206,571Expenses 2018: $328,437Net Income 2018: -$121,8662018Revenue 2019: $112,119Expenses 2019: $194,139Net Income 2019: -$82,0202019Revenue 2020: $81,531Expenses 2020: $192,667Net Income 2020: -$111,1362020Revenue 2021: $124,191Expenses 2021: $37,519Net Income 2021: $86,6722021Revenue 2022: $305,959Expenses 2022: $205,605Net Income 2022: $100,3542022Revenue 2023: -$12,811Expenses 2023: $194,953Net Income 2023: -$207,7642023Revenue 2024: $99,016Expenses 2024: $186,341Net Income 2024: -$87,3252024Revenue 2025: $139,939Expenses 2025: $187,721Net Income 2025: -$47,7822025

Highlighted filing

2025

Revenue$139,939
Expenses$187,721
Net Income-$47,782
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$2,218,875
Liabilities
$0
Net assets
$2,218,875
Revenue
$139,939
Expenses
$187,721
Net income
-$47,782
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.14$0.19$0.05
2024Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.10$0.19$0.09
2023Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.01$0.19$0.21
2022Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$0.31$0.21$0.10
2021Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.12$0.04$0.09
2020Detailed filing. Detailed filing data is available for this year.$2.48$0.10$2.37$0.08$0.19$0.11
2019Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$0.11$0.19$0.08
2018Detailed filing. Detailed filing data is available for this year.$2.71$0.14$2.57$0.21$0.33$0.12
2017Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.09$0.04$0.05
2016Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$0.16$0.19$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.73$0.06$2.67$0.20$0.21$0.01
2014Detailed filing. Detailed filing data is available for this year.$2.68$0.00$2.68$0.34$0.18$0.16
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.52$0.00$2.52$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.54$0.00$2.54$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Jun 11, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$27,976-$27,976
F SAMUEL BYRERTrustee-$7,000-$7,000
Filing and Contact Details

Filer

Filer Name
Robert W Mccormick Trust Fbo
EIN
55-6124577
Phone
3047282435
Address
BANK OF CHARLES TOWN PO DRAWER 40, CHARLES TOWN, WV 25414

Signing Officer

Name
Bank of Charles Town
Title
Trustee
Phone
3047282435
Signed
2025-06-11
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 Appendix289 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/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 ST
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/Amt0150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPLEMENT HIGH SCHOOL EDUC PROGRAMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0JEFFERSON CO WV BD OF EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0GOV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0110 MORDINGTON AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CHARLES TOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd025414
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0150000
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/AppliedToCurrentYearAmt057213
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt092787
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0144801
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0150000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt087588
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt092787
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1WIRE TRANSFER FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
TaxesSchedule/TaxesDetail/Amt0401
TaxesSchedule/TaxesDetail/Amt1880
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX ON INV INCOME-BAL DUE
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX ON INV INCOME-ESTS
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BANK OF CHARLES TOWN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03047282435
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT W MCCORMICK TRUST FBO
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0JEFFERSON HIGH SCHOOL
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0556124577
ReturnHeader/Filer/PhoneNum03047282435
ReturnHeader/Filer/USAddress/AddressLine1Txt0BANK OF CHARLES TOWN PO DRAWER 40
ReturnHeader/Filer/USAddress/CityNm0CHARLES TOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WV
ReturnHeader/Filer/USAddress/ZIPCd025414
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
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/PreparationDt02025-06-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MARTHA M HALL
ReturnHeader/ReturnTs02025-06-14T09:54:37-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-05-01
ReturnHeader/TaxPeriodEndDt02025-04-30
ReturnHeader/TaxYr02024

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