Civic Intelligence

Richards Mary B Charitable Trust

EIN 20-3829041 • 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

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

11th percentile

-113%

Higher net margin than 11% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

84th percentile

$2,401

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 73.0% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

47th percentile

-4.1%

Faster asset growth than 47% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

30th percentile

-24%

Faster revenue growth than 30% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$83,927

Down $3,608 (-4.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$83,927

Down $3,608 (-4.1%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin11th percentile

Revenue

Down

$3,290

Down $1,014 (-24%) from 2023

Expenses

Up

$6,993

Up $280 (+4.2%) from 2023

Net Income

Down

-$3,703

Down $1,294 (-54%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

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

$150K$100K$50K$0Assets 2011: $109,834Liabilities 2011: $02011Assets 2012: $108,600Liabilities 2012: $02012Assets 2013: $109,195Liabilities 2013: $02013Assets 2014: $106,506Liabilities 2014: $02014Assets 2015: $103,217Liabilities 2015: $02015Assets 2018: $95,527Liabilities 2018: $0Net Assets 2018: $95,5272018Assets 2019: $94,776Liabilities 2019: $02019Assets 2020: $96,801Liabilities 2020: $0Net Assets 2020: $96,8012020Assets 2021: $94,025Liabilities 2021: $0Net Assets 2021: $94,0252021Assets 2022: $90,088Liabilities 2022: $0Net Assets 2022: $90,0882022Assets 2023: $87,535Liabilities 2023: $0Net Assets 2023: $87,5352023Assets 2024: $83,927Liabilities 2024: $0Net Assets 2024: $83,9272024

Highlighted filing

2024

Assets$83,927
Liabilities$0
Net Assets$83,927
Open 2024 Filing

Operations Trend

Revenue Growth30th percentile

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

$10K$5.0K$0-$5.0KRevenue 2011: $5,949Expenses 2011: $7,034Net Income 2011: -$1,0852011Revenue 2012: $3,564Expenses 2012: $4,561Net Income 2012: -$9972012Revenue 2013: $8,680Expenses 2013: $7,990Net Income 2013: $6902013Revenue 2014: $5,024Expenses 2014: $8,211Net Income 2014: -$3,1872014Revenue 2015: $4,277Expenses 2015: $8,091Net Income 2015: -$3,8142015Revenue 2018: $7,914Expenses 2018: $8,815Net Income 2018: -$9012018Revenue 2019: $6,662Expenses 2019: $7,618Net Income 2019: -$9562019Revenue 2020: $9,726Expenses 2020: $7,636Net Income 2020: $2,0902020Revenue 2021: $5,244Expenses 2021: $8,041Net Income 2021: -$2,7972021Revenue 2022: $3,917Expenses 2022: $7,851Net Income 2022: -$3,9342022Revenue 2023: $4,304Expenses 2023: $6,713Net Income 2023: -$2,4092023Revenue 2024: $3,290Expenses 2024: $6,993Net Income 2024: -$3,7032024

Highlighted filing

2024

Revenue$3,290
Expenses$6,993
Net Income-$3,703
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$83,927
Liabilities
$0
Net assets
$83,927
Revenue
$3,290
Expenses
$6,993
Net income
-$3,703
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.03$0.07$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.04$0.07$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.04$0.08$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.05$0.08$0.03
2020Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.10$0.08$0.02
2019Summary only. Only limited summary data is available for this year.$0.95$0.00$0.07$0.08$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.08$0.09$0.01
2015Summary only. Only limited summary data is available for this year.$1.03$0.00$0.04$0.08$0.04
2014Summary only. Only limited summary data is available for this year.$1.07$0.00$0.05$0.08$0.03
2013Summary only. Only limited summary data is available for this year.$1.09$0.00$0.09$0.08$0.01
2012Summary only. Only limited summary data is available for this year.$1.09$0.00$0.04$0.05$0.01
2011Summary only. Only limited summary data is available for this year.$1.10$0.00$0.06$0.07$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Jan 22, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK N ATrustee-$2,401-$2,401
Filing and Contact Details

Filer

Filer Name
Richards Mary B Charitable Trust
EIN
20-3829041
Phone
8887304933
Address
PO BOX 505 MAC H0006-092, SAINT LOUIS, MO 63166

Signing Officer

Name
-
Title
Trustee
Phone
8887304933
Signed
2025-01-22
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
Raw XML Appendix375 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/UndistributedIncomeGrp/AppliedToCurrentYearAmt03105
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt05110
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
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IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt02828
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt02005
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0ROUNDING
OtherIncreasesSchedule/OtherIncreasesDetail/Amt096
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0MUTUAL FUND TIMING ADJ
TaxesSchedule/TaxesDetail/Amt016
TaxesSchedule/TaxesDetail/Amt16
TaxesSchedule/TaxesDetail/Amt236
TaxesSchedule/TaxesDetail/Amt324
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL TAX PAYMENT - PRIOR YE
TaxesSchedule/TaxesDetail/CategoryTxt2FEDERAL ESTIMATES - PRINCIPAL
TaxesSchedule/TaxesDetail/CategoryTxt3FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt30
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt016
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt324
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0-
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08887304933
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-01-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RICHARDS MARY B CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0203829041
ReturnHeader/Filer/PhoneNum08887304933
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 505 MAC H0006-092
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 GRANT STREET 45TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-01-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA B STROBEL
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-02-06T22:27:04-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

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