Civic Intelligence

The Cecile E Meagher Charitable Trust

990PF • Fiscal year 2024 • EIN 23-7645886

Sep 01, 2023 to Aug 31, 2024 • Filed on Jan 15, 2025

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

24th percentile

0.00x

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

24th percentile

0.00x

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Net Margin

71st percentile

22%

Higher net margin than 71% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

42nd percentile

$63,831

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 13.5% of source-year revenue.

2024 filings • $5M-$10M nonprofits • Source year 2024

Asset Growth

42nd percentile

1.8%

Faster asset growth than 42% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

1819%

Faster revenue growth than 99% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets24th percentile

Assets

Up

$5,676,752

Up $101,786 (+1.8%) from 2023

Net Assets

Up

$5,676,752

Up $101,786 (+1.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue24th percentileNet Margin71st percentile

Revenue

Up

$472,469

Up $447,850 (+1819%) from 2023

Expenses

Up

$369,868

Up $33,911 (+10%) from 2023

Net Income

Up

$102,601

Up $413,939 (+133%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$6.0M$4.0M$2.0M$0Assets 2012: $5,455,070Liabilities 2012: $0Net Assets 2012: $5,455,0702012Assets 2019: $5,688,234Liabilities 2019: $0Net Assets 2019: $5,688,2342019Assets 2020: $5,558,147Liabilities 2020: $0Net Assets 2020: $5,558,1472020Assets 2021: $5,748,576Liabilities 2021: $0Net Assets 2021: $5,748,5762021Assets 2022: $5,857,306Liabilities 2022: $0Net Assets 2022: $5,857,3062022Assets 2023: $5,574,966Liabilities 2023: $0Net Assets 2023: $5,574,9662023Assets 2024: $5,676,752Liabilities 2024: $0Net Assets 2024: $5,676,7522024Assets 2025: $5,710,226Liabilities 2025: $0Net Assets 2025: $5,710,2262025

Highlighted filing

2024

Assets$5,676,752
Liabilities$0
Net Assets$5,676,752
Open 2024 Filing

Operations Trend

Revenue Growth99th percentile

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

$1.0M$500K$0-$500KExpenses 2012: $368,9892012Revenue 2019: $318,368Expenses 2019: $386,842Net Income 2019: -$68,4742019Revenue 2020: $257,257Expenses 2020: $387,510Net Income 2020: -$130,2532020Revenue 2021: $575,237Expenses 2021: $384,706Net Income 2021: $190,5312021Revenue 2022: $501,046Expenses 2022: $390,892Net Income 2022: $110,1542022Revenue 2023: $24,619Expenses 2023: $335,957Net Income 2023: -$311,3382023Revenue 2024: $472,469Expenses 2024: $369,868Net Income 2024: $102,6012024Revenue 2025: $434,227Expenses 2025: $401,545Net Income 2025: $32,6822025

Highlighted filing

2024

Revenue$472,469
Expenses$369,868
Net Income$102,601
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jan 15, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK N ATrustee-$63,831-$63,831
THOMAS J BURKE JR CO WELLS FARGO BCo-Trustee-$32,272-$32,272
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantLITTLE SISTERS OF THE ASSUMPTIONGENERAL OPERATINGPCNEW YORK, NY, US$38,464
Paid GrantTHE SALVATION ARMYGENERAL OPERATINGPCALEXANDRIA, VA, US$38,464
Paid GrantMERCY CATHOLIC MEDICAL CENTERGENERAL OPERATINGPCLANGHORNE, PA, US$38,464
Paid GrantSERVANTS OF RELIEF FOR INC CANCERGENERAL OPERATINGPCHAWTHORNE, NY, US$38,464
Paid GrantST EDMONDS HOME FOR CHILDRENGENERAL OPERATINGPCROSEMONT, PA, US$38,464
Paid GrantST VINCENTS HOME FOR CHILDRENGENERAL OPERATINGPCPHILADELPHIA, PA, US$38,464
Paid GrantLITTLE SISTERS OF THE POORGENERAL OPERATINGPCPHILADELPHIA, PA, US$38,464
Filing and Contact Details

Filer

Filer Name
Cecile E Meagher Char Trust
EIN
23-7645886
Phone
8887304933
Address
PO BOX 505 MAC H0006-092, SAINT LOUIS, MO 63166

Signing Officer

Name
-
Title
Trustee
Phone
8887304933
Signed
2025-01-15
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/StockNm1436440101 HOLOGIC INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2745867101 PULTE GRP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm346625H100 JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm402079K107 ALPHABET INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm509247X101 BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm622160K105 COSTCO WHOLESALE COR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm738141G104 GOLDMAN SACHS GROUP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1029977A105 EVERCORE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11126650100 CVS HEALTH CORPORATI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12594918104 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1300287Y109 ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1467103H107 O'REILLY AUTOMOTIVE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15445658107 HUNT J B TRANS SVCS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1600507V109 ACTIVISION BLIZZARD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17110122108 BRISTOL MYERS SQUIBB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18174610105 CITIZENS FINANCIAL G
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19023135106 AMAZON COM INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2075886F107 REGENERON PHARMACEUT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21037833100 APPLE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2291307C102 UNITED THERAPEUTICS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2374736K101 QORVO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2420825C104 CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25166764100 CHEVRON CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2687612E106 TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27989207105 ZEBRA TECHNOLOGIES C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28759509102 RELIANCE STL & ALUM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2968389X105 ORACLE CORPORATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30038222105 APPLIED MATERIALS IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3100724F101 ADOBE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32574599106 MASCO CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33717081103 PFIZER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34036752103 ELEVANCE HEALTH INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3531620R303 FNF GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3625179M103 DEVON ENERGY CORPORA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37934423104 WARNER BROS DISCOVER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38670346105 NUCOR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39928254101 VIRTU FINANCIAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40747525103 QUALCOMM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41001084102 AGCO CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4211135F101 BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43526057104 LENNAR CORPORATION C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44217204106 COPART INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45G1151C101 ACCENTURE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46172967424 CITIGROUP INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47125269100 CF INDS HLDGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48039483102 ARCHER DANIELS MIDLA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4991324P102 UNITEDHEALTH GROUP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50007903107 ADVANCED MICRO DEVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5109260D107 BLACKSTONE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52097023105 BOEING CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53150870103 CELANESE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5417275R102 CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55192446102 COGNIZANT TECH SOLUT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5630303M102 META PLATFORMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5743300A203 HILTON WORLDWIDE HOL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58437076102 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59512807108 LAM RESEARCH CORP CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60532457108 ELI LILLY & CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6156501R106 MANULIFE FINANCIAL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62580135101 MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6358933Y105 MERCK & CO INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64609207105 MONDELEZ INTERNATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6575513E101 RTX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm667591EP100 REGIONS FINL CORP NE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67855244109 STARBUCKS CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68867224107 SUNCOR ENERGY INC NE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69883556102 THERMO FISHER SCIENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70891160509 TORONTO DOMINION BK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7189151E109 TOTALENERGIES SE -SP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72904767704 UNILEVER PLC - ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73907818108 UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74911312106 UNITED PARCEL SERVIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7594106L109 WASTE MANAGEMENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76G29183103 EATON CORP PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77H2906T109 GARMIN LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78H84989104 TE CONNECTIVITY LTD
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1464287473 ISHARES RUSSELL MID-
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3003021714 ABERDEEN EMERG MARKE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4464287499 ISHARES RUSSELL MID-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5464287481 ISHARES RUSSELL MID-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt694988A668 AS SPECIAL SM CAP VA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt704314H758 ARTISAN SMALL CAP FU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt831641Q755 FIDELITY NEW MRKTS I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9693390841 PIMCO HIGH YIELD FD-
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1619247U106 COHEN & STEERS INSTL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1777954Q403 T ROWE PRICE BLUE CH
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22962166104 WEYERHAEUSER CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23828806109 SIMON PROPERTY GROUP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2446429B366 ISHARES CMBS ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25256219106 DODGE & COX STOCK FU
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Filings

Displayed year

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

Open filing
Assets
$5,676,752
Liabilities
$0
Net assets
$5,676,752
Revenue
$472,469
Expenses
$369,868
Net income
$102,601
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$5.71$0.00$5.71$0.43$0.40$0.03
2024Detailed filing. Detailed filing data is available for this year.$5.68$0.00$5.68$0.47$0.37$0.10
2023Detailed filing. Detailed filing data is available for this year.$5.57$0.00$5.57$0.02$0.34$0.31
2022Detailed filing. Detailed filing data is available for this year.$5.86$0.00$5.86$0.50$0.39$0.11
2021Detailed filing. Detailed filing data is available for this year.$5.75$0.00$5.75$0.58$0.38$0.19
2020Detailed filing. Detailed filing data is available for this year.$5.56$0.00$5.56$0.26$0.39$0.13
2019Detailed filing. Detailed filing data is available for this year.$5.69$0.00$5.69$0.32$0.39$0.07
2012Detailed filing. Detailed filing data is available for this year.$5.46$0.00$5.46$0.37