Civic Intelligence

Ellen J Lewis Trust

EIN 23-6490056 • 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 2025

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Net Margin

82nd percentile

38%

Higher net margin than 82% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Top Officer Pay

53rd percentile

$17,560

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 14.0% of source-year revenue.

$1M-$5M nonprofits • Source year 2025

Asset Growth

57th percentile

4.8%

Faster asset growth than 57% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

42nd percentile

4.2%

Faster revenue growth than 42% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$1,028,748

Up $47,105 (+4.8%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$1,028,748

Up $47,105 (+4.8%) from 2024

Revenue

Up

$125,639

Up $5,080 (+4.2%) from 2024

Expenses

Up

$78,455

Up $6,312 (+8.7%) from 2024

Net Income

Down

$47,184

Down $1,232 (-2.5%) from 2024

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2020: $885,819Liabilities 2020: $0Net Assets 2020: $885,8192020Assets 2021: $921,308Liabilities 2021: $0Net Assets 2021: $921,3082021Assets 2022: $935,815Liabilities 2022: $0Net Assets 2022: $935,8152022Assets 2023: $933,255Liabilities 2023: $0Net Assets 2023: $933,2552023Assets 2024: $981,643Liabilities 2024: $0Net Assets 2024: $981,6432024Assets 2025: $1,028,748Liabilities 2025: $0Net Assets 2025: $1,028,7482025

Highlighted filing

2025

Assets$1,028,748
Liabilities$0
Net Assets$1,028,748

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2020: $44,299Expenses 2020: $63,926Net Income 2020: -$19,6272020Revenue 2021: $99,700Expenses 2021: $64,566Net Income 2021: $35,1342021Revenue 2022: $87,069Expenses 2022: $72,451Net Income 2022: $14,6182022Revenue 2023: $73,290Expenses 2023: $75,617Net Income 2023: -$2,3272023Revenue 2024: $120,559Expenses 2024: $72,143Net Income 2024: $48,4162024Revenue 2025: $125,639Expenses 2025: $78,455Net Income 2025: $47,1842025

Highlighted filing

2025

Revenue$125,639
Expenses$78,455
Net Income$47,184

Filings

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

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK N ATrustee-$17,560-$17,560
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantPUBLIC LIBRARY OF CATASAUQUAGENERAL OPERATINGPCCATASAUQUA, PA, US$52,000
Filing and Contact Details

Filer

Filer Name
Ellen J Lewis Trust
EIN
23-6490056
Phone
8887304933
Address
PO BOX 505 MAC H0006-092, SAINT LOUIS, MO 63166

Signing Officer

Name
-
Title
Trustee
Phone
8887304933
Signed
2025-12-02
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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt133364
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt145959
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1516298
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt052470G759 WESTERN ASSET SMASH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt152470G460 WSTRN ASST SMASH COR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt252470G742 WESTERN ASSET SMASH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3962166104 WEYERHAEUSER CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt431418D4Y5 FNMA POOL MA4438 2.5
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5828806109 SIMON PROPERTY GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt63133KNSC8 FHLMC POOL #RA6815
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt731418EE63 FNMA POOL #MA4656
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt83132DWFG3 FHLMC POOL #SD8267
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt93140XK2K5 FNMA POOL #FS4377
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1031418EDE7 FNMA POOL #MA4600
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1131418EHJ2 FNMA POOL MA4732 4.0
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1231418ELY4 FNMA POOL #MA4842
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt133132DWHR7 FHLMC POOL #SD8340
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt143140XNWD2 FNMA POOL #FS6943
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1531418EAN0 FNMA POOL #MA4512
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1631418ET59 FNMA POOL #MA5071
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17681936100 OMEGA HEALTHCARE INV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt046332
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt167104
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt259319
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt37615
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt43043
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt516707
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt63121
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt72275
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt83210
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt99783
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt105717
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt114262
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt123090
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt133216
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt145933
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1516805
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt029231
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt096248
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FEDERAL TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0160
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0125639
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0125639
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01141
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01141
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt096248
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01756
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt015804
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt017560
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt052000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt052000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt029231
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt029231
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt047184
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0465359
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt096248
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0103960
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0139
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0139
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0160
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt05576
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt05576
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt02039
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt054897
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt021519
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt078455
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0125479
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0125639
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt02897
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt021519
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt026455
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02024-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-03-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22022-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32023-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42024-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52022-12-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62023-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72023-11-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82024-07-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92021-12-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102021-03-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112024-03-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122024-06-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132020-03-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142024-07-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152019-05-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162022-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172024-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182022-06-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192023-04-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202024-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212024-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222021-10-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232024-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242024-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252023-03-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262022-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272022-09-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282022-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292024-01-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302024-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312024-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322021-10-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332022-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342023-02-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352022-11-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362024-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372024-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382022-06-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392023-04-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402024-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412024-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422024-03-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432024-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt442024-06-10

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