Civic Intelligence

Tom and Marilyn Moyer Foundation

990PF • Fiscal year 2015 • EIN 93-6238025

Aug 01, 2014 to Jul 31, 2015 • Filed on Mar 04, 2016

305 SE Chkalov Drive No 161Vancouver, WA 98683

(503) 241-1111

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Liabilities / Revenue

58th percentile

0.00x

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

2015 filings • <$500k nonprofits • Source year 2015

Net Margin

89th percentile

42%

Higher net margin than 89% of similar nonprofits.

2015 filings • <$500k nonprofits • Source year 2015

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • <$500k nonprofits • Source year 2015

Asset Growth

74th percentile

17%

Faster asset growth than 74% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

3rd percentile

-87%

Faster revenue growth than 3% of similar nonprofits.

2015 filings • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$245,841

Up $35,579 (+17%) from 2014

Net Assets

$245,841

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$85,644

Down $595,262 (-87%) from 2014

Expenses

Down

$50,065

Down $1,962,712 (-98%) from 2014

Net Income

Up

$35,579

Up $1,367,450 (+103%) from 2014

Historical Trend

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $1,659,364Liabilities 2011: $02011Assets 2012: $1,741,643Liabilities 2012: $8,6162012Assets 2013: $1,542,133Liabilities 2013: $02013Assets 2014: $210,262Liabilities 2014: $02014Assets 2015: $245,841Liabilities 2015: $0Net Assets 2015: $245,8412015Assets 2017: $166,357Liabilities 2017: $0Net Assets 2017: $166,3572017Assets 2019: $148,835Liabilities 2019: $0Net Assets 2019: $148,8352019Assets 2020: $145,112Liabilities 2020: $0Net Assets 2020: $145,1122020Assets 2021: $112,947Liabilities 2021: $0Net Assets 2021: $112,9472021Assets 2022: $6,980,645Liabilities 2022: $0Net Assets 2022: $6,980,6452022Assets 2023: $5,984,399Liabilities 2023: $0Net Assets 2023: $5,984,3992023Assets 2024: $5,057,295Liabilities 2024: $0Net Assets 2024: $5,057,2952024Assets 2025: $5,019,760Liabilities 2025: $0Net Assets 2025: $5,019,7602025

Highlighted filing

2015

Assets$245,841
Liabilities$0
Net Assets$245,841

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2011: $102,471Expenses 2011: $14,041Net Income 2011: $88,4302011Revenue 2012: $24,831Expenses 2012: $14,494Net Income 2012: $10,3372012Revenue 2013: $44,082Expenses 2013: $4,266Net Income 2013: $39,8162013Revenue 2014: $680,906Expenses 2014: $2,012,777Net Income 2014: -$1,331,8712014Revenue 2015: $85,644Expenses 2015: $50,065Net Income 2015: $35,5792015Revenue 2017: $15,123Expenses 2017: $75,923Net Income 2017: -$60,8002017Revenue 2019: $1,443Expenses 2019: $3,097Net Income 2019: -$1,6542019Revenue 2020: $461Expenses 2020: $4,184Net Income 2020: -$3,7232020Revenue 2021: $136Expenses 2021: $32,301Net Income 2021: -$32,1652021Revenue 2022: $6,873,067Expenses 2022: $18,295Net Income 2022: $6,854,7722022Revenue 2023: $2,668,213Expenses 2023: $3,591,625Net Income 2023: -$923,4122023Revenue 2024: $1,619,567Expenses 2024: $2,545,744Net Income 2024: -$926,1772024Revenue 2025: $46,040Expenses 2025: $59,352Net Income 2025: -$13,3122025

Highlighted filing

2015

Revenue$85,644
Expenses$50,065
Net Income$35,579
Jump To
Filing Snapshot
Filing Period
Aug 1, 2014 to Jul 31, 2015
Signed
Mar 4, 2016
Return Version
2014v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
VANESSA STURGEONTrusteePT$0--
KIMBERELY A MOYERTrustee/Executive SecretaryPT$0--
COLLEEN MOYER THRIFTTrustee/Asst. Exec. SecretaryPT$0--
TIMOTHEY P MOYERTrusteePT$0--
THOMAS PETER MOYERTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
Marilyn Moyer Charitable Trust
EIN
93-6238025
Phone
5032411111
Address
305 SE CHKALOV DRIVE NO 161, VANCOUVER, WA 98683

Signing Officer

Name
Tom Moyer Jr
Title
Trustee
Phone
5032411111
Signed
2016-03-04
Discuss with paid preparer
Yes

Preparer

Firm
Geffen Mesher & Company Pc
Address
888 SW FIFTH AVE SUITE 800, PORTLAND, OR 97204
Preparer
Richard L Hawkins
Phone
5032210141
Raw XML Appendix361 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/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0HTTP://WWW.MARILYNMOYERTRUST.ORG
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0OFFERING ASSISTANCE TO THOSE INDIVIDUALS WHO ARE INDIGENT AND NEED ASSISTANCE COVERING MEDICAL EXPENSES.
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0SUPPORTING EDUCATIONAL PROGRAMS FOR CHILDREN.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt00
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses4Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0BY WEBSITE OR MAIL.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0TOM MOYER JR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum08054521944
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0305 SE CHKALOV DRIVE NO 161
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0VANCOUVER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0WA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd098683
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NO RESTRICTIONS, BASED UPON REVIEW BY TRUSTEES.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt07500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt120000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt215000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0FUND SCHOLARSHIP FOR KYLIE O'KEEFE. INDIVIDUAL RECIPIENT HAS NO RELATION TO ANYONE AFFILIATED WITH THE MARILYN MOYER CHARITABLE TRUST.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1ADAPT HOME FOR DISABLED INDIVIDUAL TO ACCOMODATE THOSE DISABLITIES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2FUND SCHOLARSHIP FOR KYLIE O'KEEFE. INDIVIDUAL RECIPIENT HAS NO RELATION TO ANYONE AFFILIATED WITH THE MARILYN MOYER CHARITABLE TRUST.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SCHOLARSHIP PAID TO CHAMPLAIN UNIVERSITY FBO KYLIE O'KEEFE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1SCHOLARSHIP PAID TO WHITTIER COLLEGE FBO KYLIE O'KEEFE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0MAGARET DREW PAYMENTS MADE ON BEHAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0251 SOUTH WILLARD STREEET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt15047 FOOTHILLS RD APT A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt213406 PHILADELPHIA ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BURLINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1LAKE OSWEGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WHITTIER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0VT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1OR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd005402
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd197034
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd290608
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt042500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt011232
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt011232
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt035536
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt035536
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt046768
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt035536
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt035536
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0THOMAS MOYER CHARITABLE REMAINDER T
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0PO BOX 2045
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0BEAVERTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0OR
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd097075
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt085572
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt03150
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03150
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0LATE PAYMENT FEE FOR FEDERAL 2013 990-PF
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1LATE PAYMENT INTEREST FOR 2012 990-PF
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt023
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt141
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01118
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt11911
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01118
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt11911
ReductionExplanationStatement/ShortExplanationTxt0SOLD OFF A LARGE PORTION OF ASSETS IN ORDER TO FUND CHARITABLE DONATIONS.
TaxesSchedule/TaxesDetail/Amt0252
TaxesSchedule/TaxesDetail/Amt11070
TaxesSchedule/TaxesDetail/CategoryTxt0STATE FIDUCIARY BALANCE DUE TO OR FOR 2012 AND 2013
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAXES FOR 2012 AND 2013
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02016-08-17 19:52:53Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TOM MOYER JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05032411111
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-03-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARILYN MOYER CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MARI
ReturnHeader/Filer/EIN0936238025
ReturnHeader/Filer/PhoneNum05032411111
ReturnHeader/Filer/USAddress/AddressLine1Txt0305 SE CHKALOV DRIVE NO 161
ReturnHeader/Filer/USAddress/CityNm0VANCOUVER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WA
ReturnHeader/Filer/USAddress/ZIPCd098683
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0931042710
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GEFFEN MESHER & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0888 SW FIFTH AVE SUITE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PORTLAND
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097204
ReturnHeader/PreparerPersonGrp/PhoneNum05032210141
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD L HAWKINS
ReturnHeader/ReturnTs02016-03-11T13:30:46-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-08-01
ReturnHeader/TaxPeriodEndDt02015-07-31
ReturnHeader/TaxYr02014

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