Civic Intelligence

Mary June Wall Charitable Trust

EIN 81-4661577 • Tazewell, VA

228 Main StreetTazewell, VA 24651-6110
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

31st percentile

0.01x

Higher debt load relative to revenue than 31% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Net Margin

5th percentile

-91%

Higher net margin than 5% of similar nonprofits.

$5M-$10M nonprofits • Source year 2024

Top Officer Pay

36th percentile

$20,000

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 7.6% of source-year revenue.

$5M-$10M nonprofits • Source year 2024

Asset Growth

20th percentile

-4.0%

Faster asset growth than 20% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

8th percentile

-40%

Faster revenue growth than 8% of similar nonprofits.

$5M-$10M nonprofits • Annualized from 2023 to 2024

Assets

Down

$5,688,145

Down $236,673 (-4.0%) from 2023

Liabilities

Up

$2,000

Up $1,999 (+199900%) from 2023

Net Assets

$5,686,145

No earlier filing loaded for comparison.

Revenue

Down

$262,300

Down $173,819 (-40%) from 2023

Expenses

Up

$500,975

Up $35,917 (+7.7%) from 2023

Net Income

Down

-$238,675

Down $209,736 (-725%) from 2023

Trend Graphs

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2019: $88,933Liabilities 2019: $02019Assets 2020: $4,857,627Liabilities 2020: $0Net Assets 2020: $4,857,6272020Assets 2021: $4,711,322Liabilities 2021: $0Net Assets 2021: $4,711,3222021Assets 2022: $5,953,756Liabilities 2022: $0Net Assets 2022: $5,953,7562022Assets 2023: $5,924,818Liabilities 2023: $12023Assets 2024: $5,688,145Liabilities 2024: $2,000Net Assets 2024: $5,686,1452024

Highlighted filing

2024

Assets$5,688,145
Liabilities$2,000
Net Assets$5,686,145

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2019: $1,723Expenses 2019: $6,932Net Income 2019: -$5,2092019Revenue 2020: $4,788,068Expenses 2020: $19,374Net Income 2020: $4,768,6942020Revenue 2021: $161,116Expenses 2021: $307,471Net Income 2021: -$146,3552021Revenue 2022: $1,619,711Expenses 2022: $377,276Net Income 2022: $1,242,4352022Revenue 2023: $436,119Expenses 2023: $465,058Net Income 2023: -$28,9392023Revenue 2024: $262,300Expenses 2024: $500,975Net Income 2024: -$238,6752024

Highlighted filing

2024

Revenue$262,300
Expenses$500,975
Net Income-$238,675

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 20, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$20,000-$20,000
Filing and Contact Details

Filer

Filer Name
Mary June Wall Charitable Trust
EIN
81-4661577
Phone
2769884830
Address
228 Main Street, Tazewell, VA 24651-6110

Signing Officer

Name
Joseph M Bowen
Title
Trustee
Phone
2769884830
Signed
2025-11-20
Discuss with paid preparer
Yes

Preparer

Firm
Bowman Accounting Services LLC
Address
1931 Front Street, Richlands, VA 24641
Preparer
Christopher E Bowman
Phone
2769646736
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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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0228 Main Street
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Tazewell
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0VA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0246516110
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Bowen & Bowen PC
IRS990PF/StatementsRegardingActyGrp/PhoneNum02799884830
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0None
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0None
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0NA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NA
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt015000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt170000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt270000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt370000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt470000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0General Operating Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1General Operating Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2General Operating Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3General Operating Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4General Operating Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5General Operating Support
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0Appalachian Sustainable Development
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1Holston United Methodist Home For Children Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2Emory & Henry College
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3Hopewell
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4Outside Dreams Inc
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5A Hope and Future Ministry
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 475
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1404 Holston Drive
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO Box 950
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt39637 State Route 534
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4109 Main Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5109 Main Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Duffield
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Greenville
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2Emory
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3Middlefield
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4Tazewell
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Tazewell
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5VA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0242440475
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1377433126
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2243270950
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd3440629516
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd4246516101
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd5246516101
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0None
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0420000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt06104
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0413896
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0417075
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0420000
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0410971
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0413896
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LandEtcSchedule2/LandEtcGrp/BookValueAmt0234200
LandEtcSchedule2/LandEtcGrp/BookValueAmt1464700
LandEtcSchedule2/LandEtcGrp/BookValueAmt210000
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0157 acres North of Dial Rock Road
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1247 acres South of Dial Rock Road
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt25 acres North of Highway, wooded hillside
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt0234200
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt1464700
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt210000
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt0234200
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt1464700
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt210000
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Trust Attorney
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0660
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Penalties IRS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Postage
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Commissioner of Accounts/Clerk of Court Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3Agency Fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Neel Farm Rent due to Estate of Dorothy Wall
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5Adjustment for Return of Capital
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt051196
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1133
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02665
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt144
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt351196
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt42000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5133
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Distribution of Net Settlement Funds
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Automatic Market Discount Recognition
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0283
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt11570
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0283
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt11570
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Rounding
TaxesSchedule/TaxesDetail/Amt034
TaxesSchedule/TaxesDetail/Amt12633
TaxesSchedule/TaxesDetail/CategoryTxt0Foreign Taxes Paid
TaxesSchedule/TaxesDetail/CategoryTxt1Federal Investment Income Tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt034
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt12633
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Joseph M Bowen
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum02769884830
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Mary June Wall Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0TRUS
ReturnHeader/Filer/EIN0814661577
ReturnHeader/Filer/PhoneNum02769884830
ReturnHeader/Filer/USAddress/AddressLine1Txt0228 Main Street
ReturnHeader/Filer/USAddress/CityNm0Tazewell
ReturnHeader/Filer/USAddress/StateAbbreviationCd0VA
ReturnHeader/Filer/USAddress/ZIPCd0246516110
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0475651042

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