Civic Intelligence

Carl Herbert Myerley Trust

990PF • Fiscal year 2024 • EIN 23-6221636

Jul 01, 2023 to Jun 30, 2024 • Filed on Oct 16, 2024

Organization Profile
PO Box 505 Mac H0006-092Saint Louis, MO 63166

(888) 730-4933

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Liabilities / Revenue

62nd percentile

0.00x

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

2024 filings • <$500k nonprofits • Source year 2024

Net Margin

8th percentile

-92%

Higher net margin than 8% of similar nonprofits.

2024 filings • <$500k nonprofits • Source year 2024

Top Officer Pay

85th percentile

$8,517

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 49.5% of source-year revenue.

2024 filings • <$500k nonprofits • Source year 2024

Asset Growth

39th percentile

-4.1%

Faster asset growth than 39% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

34th percentile

-9.3%

Faster revenue growth than 34% of similar nonprofits.

2024 filings • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets61st percentile

Assets

Down

$370,572

Down $15,842 (-4.1%) from 2023

Net Assets

Down

$370,572

Down $15,842 (-4.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin8th percentile

Revenue

Down

$17,196

Down $1,758 (-9.3%) from 2023

Expenses

Down

$32,949

Down $2,252 (-6.4%) from 2023

Net Income

Up

-$15,753

Up $494 (+3.0%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$600K$400K$200K$0Assets 2019: $415,039Liabilities 2019: $0Net Assets 2019: $415,0392019Assets 2020: $396,989Liabilities 2020: $0Net Assets 2020: $396,9892020Assets 2022: $402,889Liabilities 2022: $0Net Assets 2022: $402,8892022Assets 2023: $386,414Liabilities 2023: $0Net Assets 2023: $386,4142023Assets 2024: $370,572Liabilities 2024: $0Net Assets 2024: $370,5722024Assets 2025: $359,579Liabilities 2025: $0Net Assets 2025: $359,5792025

Highlighted filing

2024

Assets$370,572
Liabilities$0
Net Assets$370,572
Open 2024 Filing

Operations Trend

Revenue Growth34th percentile

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

$60K$40K$20K$0-$20KRevenue 2019: $30,557Expenses 2019: $30,317Net Income 2019: $2402019Revenue 2020: $8,218Expenses 2020: $26,473Net Income 2020: -$18,2552020Revenue 2022: $46,648Expenses 2022: $35,765Net Income 2022: $10,8832022Revenue 2023: $18,954Expenses 2023: $35,201Net Income 2023: -$16,2472023Revenue 2024: $17,196Expenses 2024: $32,949Net Income 2024: -$15,7532024Revenue 2025: $26,163Expenses 2025: $37,318Net Income 2025: -$11,1552025

Highlighted filing

2024

Revenue$17,196
Expenses$32,949
Net Income-$15,753
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Oct 16, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK N ATrustee-$8,517-$8,517
Filing and Contact Details

Filer

Filer Name
Carl Herbert Myerley Trust
EIN
23-6221636
Phone
8887304933
Address
PO BOX 505 MAC H0006-092, SAINT LOUIS, MO 63166

Signing Officer

Name
-
Title
Trustee
Phone
8887304933
Signed
2024-10-16
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 Appendix378 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/PhoneNum08003523705
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03893
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt021231
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt023916
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
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IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt025124
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt020023
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt021231
OtherDecreasesSchedule/OtherDecreasesDetail/Amt090
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0MUTUAL FUND TIMING ADJ
OtherIncomeSchedule2/OtherIncomeDetail/Desc0FEDERAL TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0207
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING
TaxesSchedule/TaxesDetail/Amt0130
TaxesSchedule/TaxesDetail/Amt130
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES ON NONQUALIFIED
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0130
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt130
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0-
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08887304933
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-10-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CARL HERBERT MYERLEY TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MYER
ReturnHeader/Filer/EIN0236221636
ReturnHeader/Filer/PhoneNum08887304933
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 505 MAC H0006-092
ReturnHeader/Filer/USAddress/CityNm0SAINT LOUIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd063166
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02024-10-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA B STROBEL
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-11-04T17:01:15-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$370,572
Liabilities
$0
Net assets
$370,572
Revenue
$17,196
Expenses
$32,949
Net income
-$15,753
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.60$0.00$3.60$0.26$0.37$0.11
2024Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$0.17$0.33$0.16
2023Detailed filing. Detailed filing data is available for this year.$3.86$0.00$3.86$0.19$0.35$0.16
2022Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$0.47$0.36$0.11
2020Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$0.08$0.26$0.18
2019Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$0.31$0.30$0.00