Civic Intelligence

Robert W Mccormick Trust FBO Jefferson Memorial Hospital

EIN 55-6124578 • 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

50th percentile

4.4%

Higher net margin than 50% of similar nonprofits.

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

Top Officer Pay

44th percentile

$27,517

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 14.5% of source-year revenue.

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

Asset Growth

40th percentile

0.4%

Faster asset growth than 40% of similar nonprofits.

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

Revenue Growth

85th percentile

58%

Faster revenue growth than 85% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$2,191,858

Up $8,273 (+0.4%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$2,191,858

Up $8,273 (+0.4%) from 2024

Operations
Liabilities / Revenue20th percentileNet Margin50th percentile

Revenue

Up

$189,819

Up $69,861 (+58%) from 2024

Expenses

Down

$181,546

Down $19,970 (-9.9%) from 2024

Net Income

Up

$8,273

Up $89,831 (+110%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $2,533,649Liabilities 2012: $0Net Assets 2012: $2,533,6492012Assets 2013: $2,511,688Liabilities 2013: $0Net Assets 2013: $2,511,6882013Assets 2014: $2,578,837Liabilities 2014: $0Net Assets 2014: $2,578,8372014Assets 2015: $2,607,859Liabilities 2015: $59,663Net Assets 2015: $2,548,1962015Assets 2016: $2,520,284Liabilities 2016: $0Net Assets 2016: $2,520,2842016Assets 2017: $2,479,405Liabilities 2017: $0Net Assets 2017: $2,479,4052017Assets 2018: $2,452,792Liabilities 2018: $70,357Net Assets 2018: $2,382,4352018Assets 2019: $2,326,321Liabilities 2019: $0Net Assets 2019: $2,326,3212019Assets 2020: $2,209,699Liabilities 2020: $0Net Assets 2020: $2,209,6992020Assets 2021: $2,248,478Liabilities 2021: $0Net Assets 2021: $2,248,4782021Assets 2022: $2,428,975Liabilities 2022: $0Net Assets 2022: $2,428,9752022Assets 2023: $2,265,143Liabilities 2023: $0Net Assets 2023: $2,265,1432023Assets 2024: $2,183,585Liabilities 2024: $0Net Assets 2024: $2,183,5852024Assets 2025: $2,191,858Liabilities 2025: $0Net Assets 2025: $2,191,8582025

Highlighted filing

2025

Assets$2,191,858
Liabilities$0
Net Assets$2,191,858
Open 2025 Filing

Operations Trend

Revenue Growth85th percentile

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

$400K$200K$0-$200KExpenses 2012: $96,7282012Expenses 2013: $113,1372013Revenue 2014: $241,440Expenses 2014: $174,291Net Income 2014: $67,1492014Revenue 2015: $163,900Expenses 2015: $194,541Net Income 2015: -$30,6412015Revenue 2016: $152,125Expenses 2016: $180,037Net Income 2016: -$27,9122016Revenue 2017: $64,039Expenses 2017: $104,918Net Income 2017: -$40,8792017Revenue 2018: $164,369Expenses 2018: $261,339Net Income 2018: -$96,9702018Revenue 2019: $113,080Expenses 2019: $169,194Net Income 2019: -$56,1142019Revenue 2020: $67,105Expenses 2020: $183,727Net Income 2020: -$116,6222020Revenue 2021: $135,449Expenses 2021: $96,670Net Income 2021: $38,7792021Revenue 2022: $396,928Expenses 2022: $216,431Net Income 2022: $180,4972022Revenue 2023: $1,369Expenses 2023: $165,201Net Income 2023: -$163,8322023Revenue 2024: $119,958Expenses 2024: $201,516Net Income 2024: -$81,5582024Revenue 2025: $189,819Expenses 2025: $181,546Net Income 2025: $8,2732025

Highlighted filing

2025

Revenue$189,819
Expenses$181,546
Net Income$8,273
Open 2025 Filing

Filings

Most recent year

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

Open filing
Assets
$2,191,858
Liabilities
$0
Net assets
$2,191,858
Revenue
$189,819
Expenses
$181,546
Net income
$8,273
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.19$0.18$0.01
2024Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.12$0.20$0.08
2023Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.00$0.17$0.16
2022Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.40$0.22$0.18
2021Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.14$0.10$0.04
2020Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.07$0.18$0.12
2019Detailed filing. Detailed filing data is available for this year.$2.33$0.00$2.33$0.11$0.17$0.06
2018Detailed filing. Detailed filing data is available for this year.$2.45$0.07$2.38$0.16$0.26$0.10
2017Detailed filing. Detailed filing data is available for this year.$2.48$0.00$2.48$0.06$0.10$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.15$0.18$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.61$0.06$2.55$0.16$0.19$0.03
2014Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.24$0.17$0.07
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.51$0.00$2.51$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.53$0.00$2.53$0.10
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-$27,517-$27,517
F SAMUEL BYRERTrustee-$7,000-$7,000
Filing and Contact Details

Filer

Filer Name
Robert W Mccormick Trust Fbo
EIN
55-6124578
Phone
3047282435
Address
BANK OF CHARLES TOWN PO DRAWER 40, CHARLES TOWN, WV 25414

Signing Officer

Name
Bank of Charles Town
Title
Trustee
Phone
3047282835
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/Amt0143773
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE ACTIVITIES AT HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0JEFFERSON MEDICAL CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0300 S PRESTON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0RANSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0WV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd025438
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0143773
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/AppliedToCurrentYearAmt0130387
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt013386
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0140978
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0143773
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt010591
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt013386
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1WIRE TRANSFER AND BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0130
TaxesSchedule/TaxesDetail/Amt0717
TaxesSchedule/TaxesDetail/Amt11120
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/PhoneNum03047282835
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT W MCCORMICK TRUST FBO
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0JEFFERSON MEMORIAL HOSPITAL
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0556124578
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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