Civic Intelligence

The John a Moran Charitable Trust

EIN 65-0066880 • Palm Beach, FL

1424 S Ocean BlvdPalm Beach, FL 33480
Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

Higher debt load relative to assets than 21% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

20th percentile

0.00x

Higher debt load relative to revenue than 20% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Net Margin

85th percentile

48%

Higher net margin than 85% of similar nonprofits.

$10M-$25M nonprofits • Source year 2024

Top Officer Pay

71st percentile

$35,486

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

$10M-$25M nonprofits • Source year 2024

Asset Growth

96th percentile

85%

Faster asset growth than 96% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

100th percentile

5927%

Faster revenue growth than 100% of similar nonprofits.

$10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets21st percentile

Assets

Up

$16,405,722

Up $7,544,312 (+85%) from 2023

Liabilities

Up

$3,203

Up $3,202 (+320200%) from 2023

Net Assets

$16,402,519

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue20th percentileNet Margin85th percentile

Revenue

Up

$15,717,038

Up $15,456,273 (+5927%) from 2023

Expenses

Up

$8,175,929

Up $7,542,928 (+1192%) from 2023

Net Income

Up

$7,541,109

Up $7,913,345 (+2126%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth96th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $14,947,313Liabilities 2011: $02011Assets 2012: $14,952,057Liabilities 2012: $02012Assets 2013: $12,374,240Liabilities 2013: $02013Assets 2014: $9,749,237Liabilities 2014: $02014Assets 2015: $8,430,448Liabilities 2015: $02015Assets 2019: $8,875,179Liabilities 2019: $02019Assets 2020: $8,927,966Liabilities 2020: $0Net Assets 2020: $8,927,9662020Assets 2021: $10,128,405Liabilities 2021: $0Net Assets 2021: $10,128,4052021Assets 2022: $9,237,237Liabilities 2022: $3,202Net Assets 2022: $9,234,0352022Assets 2023: $8,861,410Liabilities 2023: $12023Assets 2024: $16,405,722Liabilities 2024: $3,203Net Assets 2024: $16,402,5192024

Highlighted filing

2024

Assets$16,405,722
Liabilities$3,203
Net Assets$16,402,519
Open 2024 Filing

Operations Trend

Revenue Growth100th percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $3,577,862Expenses 2011: $1,241,262Net Income 2011: $2,336,6002011Revenue 2012: $425,716Expenses 2012: $420,972Net Income 2012: $4,7442012Revenue 2013: $1,533,265Expenses 2013: $4,111,082Net Income 2013: -$2,577,8172013Revenue 2014: $1,299,130Expenses 2014: $3,924,133Net Income 2014: -$2,625,0032014Revenue 2015: $1,117,292Expenses 2015: $2,436,081Net Income 2015: -$1,318,7892015Revenue 2019: $937,748Expenses 2019: $656,139Net Income 2019: $281,6092019Revenue 2020: $715,393Expenses 2020: $662,606Net Income 2020: $52,7872020Revenue 2021: $2,034,220Expenses 2021: $833,781Net Income 2021: $1,200,4392021Revenue 2022: $151,694Expenses 2022: $1,046,064Net Income 2022: -$894,3702022Revenue 2023: $260,765Expenses 2023: $633,001Net Income 2023: -$372,2362023Revenue 2024: $15,717,038Expenses 2024: $8,175,929Net Income 2024: $7,541,1092024

Highlighted filing

2024

Revenue$15,717,038
Expenses$8,175,929
Net Income$7,541,109
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,405,722
Liabilities
$3,203
Net assets
$16,402,519
Revenue
$15,717,038
Expenses
$8,175,929
Net income
$7,541,109
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$16.4$0.00$16.4$15.7$8.18$7.54
2023Summary only. Only limited summary data is available for this year.$8.86$0.00$0.26$0.63$0.37
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.24$0.00$9.23$0.15$1.05$0.89
2021Detailed filing. Detailed filing data is available for this year.$10.1$0.00$10.1$2.03$0.83$1.20
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.93$0.00$8.93$0.72$0.66$0.05
2019Summary only. Only limited summary data is available for this year.$8.88$0.00$0.94$0.66$0.28
2015Summary only. Only limited summary data is available for this year.$8.43$0.00$1.12$2.44$1.32
2014Summary only. Only limited summary data is available for this year.$9.75$0.00$1.30$3.92$2.63
2013Summary only. Only limited summary data is available for this year.$12.4$0.00$1.53$4.11$2.58
2012Summary only. Only limited summary data is available for this year.$15.0$0.00$0.43$0.42$0.00
2011Summary only. Only limited summary data is available for this year.$14.9$0.00$3.58$1.24$2.34
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 6, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CAROLE O MORANTrustee-$35,486-$35,486
KELLIE DAWN HUDSONTrustee-$35,486-$35,486
MARISA MORAN SULLIVANTrustee-$35,486-$35,486
ELIZABETH MORANTrustee-$35,486-$35,486
Filing and Contact Details

Filer

Filer Name
The John a Moran Charitable Trust
EIN
65-0066880
Phone
5616590075
Address
1424 S OCEAN BLVD, PALM BEACH, FL 33480

Signing Officer

Name
Carole O Moran
Title
Trustee
Phone
5616590075
Signed
2025-11-06

Preparer

Firm
Schmedes Mcallister Pllc
Address
11211 PROSPERITY FARMS RD STE B1, PALM BEACH GARDENS, FL 33410
Preparer
Phillip Carter Mcallister CPA
Phone
5613707430
Raw XML AppendixShowing 400 of 626 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/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0AMERICAN MUSEUM OF NATURAL HISTORY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1BOYS AND GIRLS CLUBS OF PB COUNTY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2INCLUSION MATTERS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4LUCKY DOG REFUGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5NAMI WESTCHESTER INC
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7NEW CANAAN NATURE CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8NEW CANAAN YMCA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9NEW DAWN FAMILY RESOURCE CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10PEGGY ADAMS RESCUE LEAGUE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt15SPCA OF WESTCHESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt16ST JOHNS EPISCOPAL CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt17SUN VALLEY LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt18THE AMERICAN RED CROSS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt19THE BLUEBIRD MISSION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt20THE GUARDIAN HEALS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt21THE HUMANE FARMING ASSOCIATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt22THE HUMANE SOCIETY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt23THE JUILLIARD SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt24THE METROPOLITAN MUSEUM OF ART
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt25THE NATURE CONSERVANCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt26THE OCEAN FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt27THE PALM BEACH ZOO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt28WAVENY PARK CONSERVANCY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt29WIKIMEDIA FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt30WOLF CONSERVATION CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt31WOOD RIVER COMMUNITY YMCA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt32WORLD CENTRAL KITCHEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt33YONKERS ANIMAL SHELTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt34ZOE'S HOUSE INC
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