Civic Intelligence

Moeller William E & Mary E Chartiable Trust

990PF • Fiscal year 2013 • EIN 59-7214278

Dec 01, 2012 to Nov 30, 2013 • Filed on Apr 11, 2014

PO Box 344332085-3443
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2013 filings • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

59th percentile

$35,820

Higher top officer pay than 59% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Source year 2013

Asset Growth

37th percentile

-0.9%

Faster asset growth than 37% of similar nonprofits.

2013 filings • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Down

$4,158,093

Down $39,557 (-0.9%) from 2012

Net Assets

Down

$4,158,093

Down $39,557 (-0.9%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$167,466

Down $12,961 (-7.2%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2010: $4,574,507Liabilities 2010: $0Net Assets 2010: $4,574,5072010Assets 2011: $4,173,630Liabilities 2011: $0Net Assets 2011: $4,173,6302011Assets 2012: $4,197,650Liabilities 2012: $0Net Assets 2012: $4,197,6502012Assets 2013: $4,158,093Liabilities 2013: $0Net Assets 2013: $4,158,0932013Assets 2014: $4,166,902Liabilities 2014: $0Net Assets 2014: $4,166,9022014Assets 2015: $4,157,015Liabilities 2015: $0Net Assets 2015: $4,157,0152015Assets 2016: $4,124,440Liabilities 2016: $0Net Assets 2016: $4,124,4402016Assets 2017: $4,118,430Liabilities 2017: $0Net Assets 2017: $4,118,4302017Assets 2018: $4,135,620Liabilities 2018: $0Net Assets 2018: $4,135,6202018Assets 2019: $4,078,678Liabilities 2019: $12019Assets 2020: $4,042,154Liabilities 2020: $0Net Assets 2020: $4,042,1542020Assets 2021: $3,998,987Liabilities 2021: $0Net Assets 2021: $3,998,9872021Assets 2022: $4,027,362Liabilities 2022: $0Net Assets 2022: $4,027,3622022Assets 2023: $4,070,150Liabilities 2023: $12023

Highlighted filing

2013

Assets$4,158,093
Liabilities$0
Net Assets$4,158,093

Operations Trend

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

$400K$300K$200K$100K$0-$100KExpenses 2010: $182,5132010Expenses 2011: $161,8052011Expenses 2012: $180,4272012Expenses 2013: $167,4662013Revenue 2014: $175,657Expenses 2014: $166,848Net Income 2014: $8,8092014Revenue 2015: $156,105Expenses 2015: $165,992Net Income 2015: -$9,8872015Revenue 2016: $138,880Expenses 2016: $171,455Net Income 2016: -$32,5752016Revenue 2017: $173,244Expenses 2017: $179,254Net Income 2017: -$6,0102017Revenue 2018: $206,839Expenses 2018: $189,649Net Income 2018: $17,1902018Revenue 2019: $108,126Expenses 2019: $165,068Net Income 2019: -$56,9422019Revenue 2020: $109,525Expenses 2020: $146,049Net Income 2020: -$36,5242020Revenue 2021: $100,985Expenses 2021: $144,152Net Income 2021: -$43,1672021Revenue 2022: $246,561Expenses 2022: $218,186Net Income 2022: $28,3752022Revenue 2023: $336,112Expenses 2023: $293,324Net Income 2023: $42,7882023

Highlighted filing

2013

Revenue-
Expenses$167,466
Net Income-
Jump To
Filing Snapshot
Filing Period
Dec 1, 2012 to Nov 30, 2013
Signed
Apr 11, 2014
Return Version
2012v2.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN SUNDEMANTrusteePT$35,820-$35,820
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFIRST UNITED METHODIST CHURCHFORSUPPORTPROGRAMSPUBLICST AUGUSTINE, FL, US$2,650
Paid GrantMEMORIAL LUTHERAN CHAPEL SCHOOLFORSUPPORTPROGRAMSPUBLICST AUGUSTINE, FL, US$1,500
Paid GrantASSOC OF SMALL FOUNDATIONSFORSUPPORTPROGRAMSPUBICWASHINGTON, DC, US$1,250
Paid GrantSAFE PET RESCUE INCFORSUPPORTPROGRAMSPUBLICST AUGUSTINE, FL, US$1,000
Paid GrantST JOSEPH ACADEMYFORSUPPORTPROGRAMSPUBLICST AUGUSTINE, FL, US$1,000
Paid GrantTHE LORDS TEMPLEFORSUPPORTPROGRAMSPUBLICHASTINGS, FL, US$750
Paid GrantWOMAN'S EXCHANGEFORSUPPORTPROGRAMSPUBLICST AUGUSTINE, FL, US$750
Paid GrantBOY SCOUTS OF AMERICAFORSUPPORTPROGRAMSPUBLICJACKSONVILLE, FL, US$500
Paid GrantFUND4BOOKS LIBRARYFORSUPPORTPROGRAMSPUBLICST AUGUSTINE, FL, US$500
Paid GrantST GERARD CAMPUSFORSUPPORTPROGRAMSPUBLICST AUGUSTINE, FL, US$250
Filing and Contact Details

Filer

EIN
59-7214278
Raw XML AppendixShowing 400 of 665 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/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42012-10-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52012-09-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62012-12-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72013-01-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired82001-01-22
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired92000-11-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired102000-01-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired112000-01-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-12-11
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12013-01-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22013-02-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32013-02-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42013-02-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52013-03-06
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62013-04-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold72013-04-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold82013-02-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold92013-02-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold102013-02-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold112013-11-30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation00
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation40
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation50
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation60
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation70
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation80
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation100
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/Depreciation110
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12000 SHS CATERPILLAR INC DEL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset21500 SHS JPMORGAN CHASE & CO
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3700 SHS JPMORGAN CHASE & CO
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset42500 SHS MARATHON OIL CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset52000 SHS NORFOLK SOUTHERN CORP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset61000 SHS WAL-MART STORES INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset72000 SHS WAL-MART STORES INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset81000 SHS JPMORGAN CHASE & CO
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset91000 SHS PFIZER INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset103000 SHS PRIZER INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11CAPITAL GAIN DISTRIBUTIONS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis00
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis30
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis40
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis50
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis60
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis70
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis80
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis90
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis100
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/ExcessOfFMVOverAdjustedBasis110
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice070457
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired10P
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired11P
IRS990PF/CapitalGainsAndLosses/NetShortTermCapitalGainOrLoss048218
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-39557
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal04158093
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY04197650
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY04158093
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted0150632
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IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome02092
IRS990PF/DistributableAmount/TotalTax02092
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear01908
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment04000
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax02092
IRS990PF/ExciseTaxBasedOnInvestmentIncm/OriginalReturnOverpayment0-4000
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment01908
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal02092

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$4.07$0.00$0.34$0.29$0.04
2022Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$0.25$0.22$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.00$0.00$4.00$0.10$0.14$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.04$0.00$4.04$0.11$0.15$0.04
2019Summary only. Only limited summary data is available for this year.$4.08$0.00$0.11$0.17$0.06
2018Detailed filing. Detailed filing data is available for this year.$4.14$0.00$4.14$0.21$0.19$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.12$0.00$4.12$0.17$0.18$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.12$0.00$4.12$0.14$0.17$0.03
2015Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.16$0.17$0.01
2014Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.18$0.17$0.01
2013Detailed filing. Detailed filing data is available for this year.$4.16$0.00$4.16$0.17
2012Detailed filing. Detailed filing data is available for this year.$4.20$0.00$4.20$0.18
2011Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.16
2010Detailed filing. Detailed filing data is available for this year.$4.57$0.00$4.57$0.18