Civic Intelligence

The Roberta Marsteller Hannay Char Fdn

EIN 23-7930842 • St Louis, MO

501 North BroadwaySt Louis, MO 63102
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2023

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2023

Net Margin

9th percentile

-167%

Higher net margin than 9% of similar nonprofits.

<$500k nonprofits • Source year 2023

Top Officer Pay

82nd percentile

$304

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

<$500k nonprofits • Source year 2023

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

97th percentile

352%

Faster revenue growth than 97% of similar nonprofits.

<$500k nonprofits • Annualized from 2022 to 2023

Assets

Down

$0

Down $37,042 (-100%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

Down

$0

Down $37,042 (-100%) from 2022

Revenue

Up

$22,155

Up $17,255 (+352%) from 2022

Expenses

Down

$59,087

Down $14,346 (-20%) from 2022

Net Income

Up

-$36,932

Up $31,601 (+46%) from 2022

Trend Graphs

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $103,989Liabilities 2010: $0Net Assets 2010: $103,9892010Assets 2011: $211,113Liabilities 2011: $0Net Assets 2011: $211,1132011Assets 2012: $170,382Liabilities 2012: $0Net Assets 2012: $170,3822012Assets 2013: $113,181Liabilities 2013: $0Net Assets 2013: $113,1812013Assets 2014: $123,601Liabilities 2014: $0Net Assets 2014: $123,6012014Assets 2015: $205,061Liabilities 2015: $0Net Assets 2015: $205,0612015Assets 2016: $64,449Liabilities 2016: $0Net Assets 2016: $64,4492016Assets 2017: $64,619Liabilities 2017: $0Net Assets 2017: $64,6192017Assets 2019: $168,307Liabilities 2019: $0Net Assets 2019: $168,3072019Assets 2020: $98,045Liabilities 2020: $0Net Assets 2020: $98,0452020Assets 2021: $105,574Liabilities 2021: $0Net Assets 2021: $105,5742021Assets 2022: $37,042Liabilities 2022: $0Net Assets 2022: $37,0422022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2023

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$300K$200K$100K$0-$100K-$200KExpenses 2010: $72,9342010Expenses 2011: $72,9572011Expenses 2012: $73,7012012Revenue 2013: $16,549Expenses 2013: $73,751Net Income 2013: -$57,2022013Revenue 2014: $13,592Expenses 2014: $3,023Net Income 2014: $10,5692014Revenue 2015: $156,673Expenses 2015: $74,980Net Income 2015: $81,6932015Revenue 2016: $2,311Expenses 2016: $142,923Net Income 2016: -$140,6122016Revenue 2017: $72,496Expenses 2017: $72,316Net Income 2017: $1802017Revenue 2019: $218,940Expenses 2019: $71,170Net Income 2019: $147,7702019Revenue 2020: $3,868Expenses 2020: $74,184Net Income 2020: -$70,3162020Revenue 2021: $79,453Expenses 2021: $71,925Net Income 2021: $7,5282021Revenue 2022: $4,900Expenses 2022: $73,433Net Income 2022: -$68,5332022Revenue 2023: $22,155Expenses 2023: $59,087Net Income 2023: -$36,9322023

Highlighted filing

2023

Revenue$22,155
Expenses$59,087
Net Income-$36,932

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 23, 2024
Return Version
2023v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$304-$304
ROBERTA M HANNAYAdvisory Comm-$0--
JAMES H SISEKAdvisory Comm-$0--
W TERRY PATRICKAdvisory Comm-$0--
Filing and Contact Details

Filer

Filer Name
The Roberta Marsteller Hannay Char Fdn
EIN
23-7930842
Phone
3143424450
Address
501 NORTH BROADWAY, ST LOUIS, MO 63102

Signing Officer

Name
Susan Potthast
Title
President
Phone
3143424450
Signed
2024-04-23
Discuss with paid preparer
Yes

Preparer

Firm
Reliance Integrated Solutions LLC
Address
4900 W BROWN DEER RD, BROWN DEER, WI 53223
Preparer
Steven M Mccormick
Phone
3026089908
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/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ST LOUIS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd063102
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0true
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0STIFEL TRUST COMPANY NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum03143424450
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt057918
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0ACADEMIC ACHEIVERS EARLY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0YOUNGSTOWN STATE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01 UNIVERSITY PLAZA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0YOUNGSTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0OH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd044555
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt057918
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt01105
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt01105
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt066637
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt064227
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt064034
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt065179
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt068591
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt068591
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0317183
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt057106
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt066637
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt064227
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt064034
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt065179
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt058211
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt057106
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0385774
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0328668
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0ROBERTA M HANNAY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt042 MCCLURG ROAD
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0YOUNGSTOWN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0OH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd044512
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt017192
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LiquidationExplanationStmt/ExplanationTxt0ALL PHILANTHROPIC FUNDS MOVED TO A DAF THROUGH LOCAL COMMUNITY FOUNDATION.
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt028
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0ACCRUALS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0110
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0INTERNAL TRANSFER
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OTHER ALLOCABLE EXPENSE-PRINCI
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt013
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt038
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
OtherIncomeSchedule2/OtherIncomeDetail/Desc0OTHER REVENUE
OtherIncomeSchedule2/OtherIncomeDetail/Desc1AMERICAN AMCAP FUND CLASS F2 #602
OtherIncomeSchedule2/OtherIncomeDetail/Desc2AMERICAN BALANCED FUND CLASS F2 #611
OtherIncomeSchedule2/OtherIncomeDetail/Desc3AMERICAN CAPITAL INCOME BUILDER FUND CLA
OtherIncomeSchedule2/OtherIncomeDetail/Desc4AMERICAN GROWTH FUND OF AMERICA F-2 #605
OtherIncomeSchedule2/OtherIncomeDetail/Desc5AMERICAN INCOME FUND OF AMERICA F2 #606
OtherIncomeSchedule2/OtherIncomeDetail/Desc6AMERICAN INTERMEDIATE BOND FUND OF AMERI
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt15
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt25
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt35
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt46
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt55
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt68
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0872
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt15
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt25
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt35
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt46
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt55
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt68
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN POTTHAST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03143424450
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE ROBERTA MARSTELLER HANNAY CHAR FDN
ReturnHeader/Filer/BusinessNameControlTxt0ROBE
ReturnHeader/Filer/EIN0237930842
ReturnHeader/Filer/PhoneNum03143424450
ReturnHeader/Filer/USAddress/AddressLine1Txt0501 NORTH BROADWAY
ReturnHeader/Filer/USAddress/CityNm0ST LOUIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd063102
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0481248384
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RELIANCE INTEGRATED SOLUTIONS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04900 W BROWN DEER RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BROWN DEER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd053223
ReturnHeader/PreparerPersonGrp/PhoneNum03026089908
ReturnHeader/PreparerPersonGrp/PreparationDt02024-04-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN M MCCORMICK
ReturnHeader/ReturnTs02024-04-23T16:01:12-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

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