Civic Intelligence

James B Moore Tr

990PF • Fiscal year 2023 • EIN 61-6186192

Jan 01, 2023 to Dec 31, 2023 • Filed on May 06, 2024

Organization Profile
1721 Nicholasville RoadLexington, KY 40503

(606) 878-7010

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

97th percentile

98%

Higher net margin than 97% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

55th percentile

$26,623

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

$1,942,908

No earlier filing loaded for comparison.

Net Assets

$1,942,908

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin97th percentile

Revenue

$1,981,604

No earlier filing loaded for comparison.

Expenses

$38,696

No earlier filing loaded for comparison.

Net Income

$1,942,908

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0Assets 2023: $1,942,908Liabilities 2023: $0Net Assets 2023: $1,942,9082023Assets 2024: $2,051,488Liabilities 2024: $0Net Assets 2024: $2,051,4882024

Highlighted filing

2023

Assets$1,942,908
Liabilities$0
Net Assets$1,942,908
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$2.0M$1.5M$1.0M$500K$0Revenue 2023: $1,981,604Expenses 2023: $38,696Net Income 2023: $1,942,9082023Revenue 2024: $201,012Expenses 2024: $94,497Net Income 2024: $106,5152024

Highlighted filing

2023

Revenue$1,981,604
Expenses$38,696
Net Income$1,942,908
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 6, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$26,623-$26,623
Filing and Contact Details

Filer

Filer Name
Trust Uw of James B Moore Cumberland Valley
EIN
61-6186192
Phone
6068787010
Address
1721 NICHOLASVILLE ROAD, LEXINGTON, KY 40503

Signing Officer

Name
Cumberland Valley National Bank
Title
Trustee
Phone
6068787010
Signed
2024-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Trust Processing Solutions
Address
P O BOX 894, MILFORD, OH 45150-0894
Preparer
Doug Hart
Phone
5137748805
Raw XML Appendix281 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/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0CUMBERLAND VALLEY NATIONAL BANK
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0TW JAMES B MOORE
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0JP MORGAN CHASE BANK NA
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LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES - PRINCIPAL (ALLOCA
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt010827
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt010827
SubstantialContributorsSch/SubstantialContributorDetail/BusinessName/BusinessNameLine1Txt0TW JAMES B MOORE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0JP MORGAN CHASE BANK NA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine2Txt010 S DEARBORN IL1-0111
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SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd060603
TaxesSchedule/TaxesDetail/Amt0997
TaxesSchedule/TaxesDetail/Amt1249
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES ON QUALIFIED FOR
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0997
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1249
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CUMBERLAND VALLEY NATIONAL BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06068787010
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRUST UW OF JAMES B MOORE CUMBERLAND VALLEY
ReturnHeader/Filer/BusinessNameControlTxt0MOOR
ReturnHeader/Filer/EIN0616186192
ReturnHeader/Filer/PhoneNum06068787010
ReturnHeader/Filer/USAddress/AddressLine1Txt01721 NICHOLASVILLE ROAD
ReturnHeader/Filer/USAddress/CityNm0LEXINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd040503
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0010604131
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TRUST PROCESSING SOLUTIONS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0P O BOX 894
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILFORD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0451500894
ReturnHeader/PreparerPersonGrp/PhoneNum05137748805
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUG HART
ReturnHeader/ReturnTs02024-05-06T09:01:16-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,942,908
Liabilities
$0
Net assets
$1,942,908
Revenue
$1,981,604
Expenses
$38,696
Net income
$1,942,908
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.20$0.09$0.11
2023Detailed filing. Detailed filing data is available for this year.$1.94$0.00$1.94$1.98$0.04$1.94