Civic Intelligence

Helen M Lukens Charitable Tr Main

EIN 23-6925608 • 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

75th percentile

26%

Higher net margin than 75% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

56th percentile

$27,913

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 16.5% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

52nd percentile

3.3%

Faster asset growth than 52% of similar nonprofits.

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

Revenue Growth

82nd percentile

63%

Faster revenue growth than 82% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$1,457,438

Up $45,947 (+3.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,457,438

Up $45,947 (+3.3%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin75th percentile

Revenue

Up

$169,222

Up $65,119 (+63%) from 2023

Expenses

Up

$125,157

Up $1,755 (+1.4%) from 2023

Net Income

Up

$44,065

Up $63,364 (+328%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth52nd percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,232,881Liabilities 2011: $0Net Assets 2011: $1,232,8812011Assets 2012: $1,243,093Liabilities 2012: $0Net Assets 2012: $1,243,0932012Assets 2018: $1,393,885Liabilities 2018: $0Net Assets 2018: $1,393,8852018Assets 2019: $1,409,183Liabilities 2019: $0Net Assets 2019: $1,409,1832019Assets 2020: $1,388,666Liabilities 2020: $0Net Assets 2020: $1,388,6662020Assets 2021: $1,451,158Liabilities 2021: $0Net Assets 2021: $1,451,1582021Assets 2022: $1,434,653Liabilities 2022: $0Net Assets 2022: $1,434,6532022Assets 2023: $1,411,491Liabilities 2023: $0Net Assets 2023: $1,411,4912023Assets 2024: $1,457,438Liabilities 2024: $0Net Assets 2024: $1,457,4382024

Highlighted filing

2024

Assets$1,457,438
Liabilities$0
Net Assets$1,457,438
Open 2024 Filing

Operations Trend

Revenue Growth82nd percentile

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

$300K$200K$100K$0-$100KExpenses 2011: $73,5882011Expenses 2012: $59,7012012Revenue 2018: $129,623Expenses 2018: $116,736Net Income 2018: $12,8872018Revenue 2019: $139,382Expenses 2019: $122,464Net Income 2019: $16,9182019Revenue 2020: $103,242Expenses 2020: $121,750Net Income 2020: -$18,5082020Revenue 2021: $200,173Expenses 2021: $125,637Net Income 2021: $74,5362021Revenue 2022: $96,909Expenses 2022: $125,911Net Income 2022: -$29,0022022Revenue 2023: $104,103Expenses 2023: $123,402Net Income 2023: -$19,2992023Revenue 2024: $169,222Expenses 2024: $125,157Net Income 2024: $44,0652024

Highlighted filing

2024

Revenue$169,222
Expenses$125,157
Net Income$44,065
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$1,457,438
Liabilities
$0
Net assets
$1,457,438
Revenue
$169,222
Expenses
$125,157
Net income
$44,065
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.17$0.13$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.10$0.12$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.10$0.13$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.20$0.13$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.10$0.12$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.14$0.12$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.13$0.12$0.01
2012Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.06
2011Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 2, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK N ATrustee-$27,913-$27,913
Filing and Contact Details

Filer

Filer Name
Helen M Lukens Charitable Tr Main
EIN
23-6925608
Phone
8887304933
Address
PO BOX 505 MAC H0006-092, SAINT LOUIS, MO 63166

Signing Officer

Name
-
Title
Trustee
Phone
8887304933
Signed
2025-05-02
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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