Civic Intelligence

Wm Inglis Morse Trust U a 5 Par 3

EIN 06-6020428 • Saint Louis, MO

PO Box 505 Mac H0006-092Saint Louis, MO 63166
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

27th percentile

-7.1%

Higher net margin than 27% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

54th percentile

$23,254

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 21.2% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

36th percentile

-0.5%

Faster asset growth than 36% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

69th percentile

28%

Faster revenue growth than 69% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Down

$1,588,511

Down $8,691 (-0.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$1,588,511

Down $8,691 (-0.5%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin27th percentile

Revenue

Up

$109,553

Up $24,056 (+28%) from 2023

Expenses

Down

$117,303

Down $8,587 (-6.8%) from 2023

Net Income

Up

-$7,750

Up $32,643 (+81%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth36th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,533,313Liabilities 2011: $0Net Assets 2011: $1,533,3132011Assets 2012: $1,515,231Liabilities 2012: $02012Assets 2013: $1,513,998Liabilities 2013: $02013Assets 2014: $1,505,403Liabilities 2014: $02014Assets 2015: $1,538,479Liabilities 2015: $02015Assets 2018: $1,727,654Liabilities 2018: $0Net Assets 2018: $1,727,6542018Assets 2019: $1,682,482Liabilities 2019: $0Net Assets 2019: $1,682,4822019Assets 2020: $1,709,645Liabilities 2020: $0Net Assets 2020: $1,709,6452020Assets 2021: $1,712,154Liabilities 2021: $0Net Assets 2021: $1,712,1542021Assets 2022: $1,637,545Liabilities 2022: $0Net Assets 2022: $1,637,5452022Assets 2023: $1,597,202Liabilities 2023: $0Net Assets 2023: $1,597,2022023Assets 2024: $1,588,511Liabilities 2024: $0Net Assets 2024: $1,588,5112024

Highlighted filing

2024

Assets$1,588,511
Liabilities$0
Net Assets$1,588,511
Open 2024 Filing

Operations Trend

Revenue Growth69th percentile

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

$200K$100K$0-$100KExpenses 2011: $91,4832011Revenue 2012: $91,423Expenses 2012: $109,542Net Income 2012: -$18,1192012Revenue 2013: $114,313Expenses 2013: $116,152Net Income 2013: -$1,8392013Revenue 2014: $116,811Expenses 2014: $119,488Net Income 2014: -$2,6772014Revenue 2015: $148,968Expenses 2015: $121,442Net Income 2015: $27,5262015Revenue 2018: $134,251Expenses 2018: $129,468Net Income 2018: $4,7832018Revenue 2019: $81,460Expenses 2019: $127,855Net Income 2019: -$46,3952019Revenue 2020: $154,077Expenses 2020: $126,548Net Income 2020: $27,5292020Revenue 2021: $141,051Expenses 2021: $131,625Net Income 2021: $9,4262021Revenue 2022: $47,997Expenses 2022: $127,759Net Income 2022: -$79,7622022Revenue 2023: $85,497Expenses 2023: $125,890Net Income 2023: -$40,3932023Revenue 2024: $109,553Expenses 2024: $117,303Net Income 2024: -$7,7502024

Highlighted filing

2024

Revenue$109,553
Expenses$117,303
Net Income-$7,750
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,588,511
Liabilities
$0
Net assets
$1,588,511
Revenue
$109,553
Expenses
$117,303
Net income
-$7,750
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.11$0.12$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.09$0.13$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.05$0.13$0.08
2021Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.14$0.13$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.15$0.13$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.08$0.13$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.73$0.00$1.73$0.13$0.13$0.00
2015Summary only. Only limited summary data is available for this year.$1.54$0.00$0.15$0.12$0.03
2014Summary only. Only limited summary data is available for this year.$1.51$0.00$0.12$0.12$0.00
2013Summary only. Only limited summary data is available for this year.$1.51$0.00$0.11$0.12$0.00
2012Summary only. Only limited summary data is available for this year.$1.52$0.00$0.09$0.11$0.02
2011Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 9, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK N ATrustee-$23,254-$23,254
Filing and Contact Details

Filer

Filer Name
Wm Inglis Morse Trust U a 5 Par 3
EIN
06-6020428
Phone
8887304933
Address
PO BOX 505 MAC H0006-092, SAINT LOUIS, MO 63166

Signing Officer

Name
-
Title
Trustee
Phone
8887304933
Signed
2025-04-09
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Laura B Strobel
Phone
4123556000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2654106103 NIKE INC CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3037833100 APPLE INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm611135F101 BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7594918104 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm830231G102 EXXON MOBIL CORPORAT
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1009260D107 BLACKSTONE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11742718109 PROCTER & GAMBLE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12437076102 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13911312106 UNITED PARCEL SERVIC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1509247X101 BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1687612E106 TARGET CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1891324P102 UNITEDHEALTH GROUP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1975513E101 RTX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2002079K107 ALPHABET INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21512807108 LAM RESEARCH CORP CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2230303M102 META PLATFORMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23007903107 ADVANCED MICRO DEVIC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26532457108 ELI LILLY & CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm277591EP100 REGIONS FINL CORP NE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28H2906T109 GARMIN LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2909290D101 BLACKROCK FUNDING IN
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt137610
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt293000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt311054
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt491033
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt522500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt65551
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt743900
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt859428
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt925451
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1034043
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt124240
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1434234
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt154922
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1610124
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1738498
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1844700
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1925760
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2014106
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2126000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2240000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2343988
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2422847
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt256680
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2649532
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0922042858 VANGUARD FTSE EMERGI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt181369Y852 COMM SERV SELECT SEC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2115233819 BROWN ADV SMALL-CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt381369Y100 AMEX MATERIALS SPDR
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5922907803 VANGUARD SHRT-TRM TA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt674340W103 PROLOGIS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt755273H361 MFS RESEARCH INTERNA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8464287655 ISHARES RUSSELL 2000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt972201F516 PIMCO E/M LCL CUR &
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10589509207 MERGER FUND-INST #30
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1181369Y803 AMEX TECHNOLOGY SELE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12464287242 ISHARES IBOXX $ INVE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1322822V101 CROWN CASTLE INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1400143W859 INV OPP DEVELOP MRKT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1581369Y605 FINANCIAL SELECT SEC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1629444U700 EQUINIX INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1781369Y209 HEALTH CARE SELECT S
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1819248X604 COHEN & STEERS PR SE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1964128R608 NEUBERGER BERMAN LON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20464285204 ISHARES GOLD TRUST E
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2167065Q558 NUVEEN HIGH YLD MUNI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2277958B402 T ROWE PRICE INST FL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2327830W108 EV GL MACR ABS RTRN
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25693390841 PIMCO HIGH YIELD FD-
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27872365713 TCW EMRG MRKTS INC-P
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt291440
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt052512
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt057041
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0109553
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0109553
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01182
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt057041
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt05814
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt017238
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt023254
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt090000
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IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt050487
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt052512
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-7750
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0249945
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt057041
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt088876
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt035
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt089
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0124
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt0645
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt0645
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0680
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02098
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt097031
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt018652
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0117303
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0107528
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0109553
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt07031
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt018652
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt027303
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02017-01-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-09-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22000-01-01

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