Civic Intelligence

Margaret C Palmer Trust

EIN 39-6596804 • St Louis, MO

600 Mason Ridge Center Dr 100St Louis, MO 63141
Siviq Scores

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

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2025

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2025

Net Margin

11th percentile

-100%

Higher net margin than 11% of similar nonprofits.

<$500k nonprofits • Source year 2025

Top Officer Pay

84th percentile

$3,588

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 10.6% of source-year revenue.

<$500k nonprofits • Source year 2025

Asset Growth

42nd percentile

-7.3%

Faster asset growth than 42% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

33rd percentile

-19%

Faster revenue growth than 33% of similar nonprofits.

<$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$428,949

Down $33,678 (-7.3%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$428,949

Down $33,678 (-7.3%) from 2024

Operations
Liabilities / Revenue66th percentileNet Margin11th percentile

Revenue

Down

$33,788

Down $8,100 (-19%) from 2024

Expenses

Down

$67,466

Down $11,659 (-15%) from 2024

Net Income

Up

-$33,678

Up $3,559 (+9.6%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth42nd percentile

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

$1.0M$500K$0Assets 2011: $956,765Liabilities 2011: $02011Assets 2012: $900,340Liabilities 2012: $02012Assets 2013: $874,240Liabilities 2013: $02013Assets 2014: $873,670Liabilities 2014: $02014Assets 2015: $796,253Liabilities 2015: $02015Assets 2019: $619,125Liabilities 2019: $02019Assets 2020: $572,064Liabilities 2020: $1Net Assets 2020: $572,0642020Assets 2021: $583,872Liabilities 2021: $1Net Assets 2021: $583,8722021Assets 2022: $531,293Liabilities 2022: $1Net Assets 2022: $531,2932022Assets 2023: $499,864Liabilities 2023: $1Net Assets 2023: $499,8642023Assets 2024: $462,627Liabilities 2024: $0Net Assets 2024: $462,6272024Assets 2025: $428,949Liabilities 2025: $0Net Assets 2025: $428,9492025

Highlighted filing

2025

Assets$428,949
Liabilities$0
Net Assets$428,949
Open 2025 Filing

Operations Trend

Revenue Growth33rd percentile

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

$200K$100K$0-$100KRevenue 2011: $81,522Expenses 2011: $124,376Net Income 2011: -$42,8542011Revenue 2012: $83,252Expenses 2012: $139,677Net Income 2012: -$56,4252012Revenue 2013: $120,777Expenses 2013: $146,877Net Income 2013: -$26,1002013Revenue 2014: $158,788Expenses 2014: $159,358Net Income 2014: -$5702014Revenue 2015: $68,810Expenses 2015: $146,227Net Income 2015: -$77,4172015Revenue 2019: $67,074Expenses 2019: $67,303Net Income 2019: -$2292019Revenue 2020: $17,615Expenses 2020: $64,676Net Income 2020: -$47,0612020Revenue 2021: $78,376Expenses 2021: $66,568Net Income 2021: $11,8082021Revenue 2022: $14,107Expenses 2022: $66,686Net Income 2022: -$52,5792022Revenue 2023: $33,475Expenses 2023: $64,904Net Income 2023: -$31,4292023Revenue 2024: $41,888Expenses 2024: $79,125Net Income 2024: -$37,2372024Revenue 2025: $33,788Expenses 2025: $67,466Net Income 2025: -$33,6782025

Highlighted filing

2025

Revenue$33,788
Expenses$67,466
Net Income-$33,678
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$428,949
Liabilities
$0
Net assets
$428,949
Revenue
$33,788
Expenses
$67,466
Net income
-$33,678
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.29$0.00$4.29$0.34$0.67$0.34
2024Detailed filing. Detailed filing data is available for this year.$4.63$0.00$4.63$0.42$0.79$0.37
2023Detailed filing. Detailed filing data is available for this year.$5.00$0.00$5.00$0.33$0.65$0.31
2022Detailed filing. Detailed filing data is available for this year.$5.31$0.00$5.31$0.14$0.67$0.53
2021Detailed filing. Detailed filing data is available for this year.$5.84$0.00$5.84$0.78$0.67$0.12
2020Detailed filing. Detailed filing data is available for this year.$5.72$0.00$5.72$0.18$0.65$0.47
2019Summary only. Only limited summary data is available for this year.$6.19$0.00$0.67$0.67$0.00
2015Summary only. Only limited summary data is available for this year.$7.96$0.00$0.69$1.46$0.77
2014Summary only. Only limited summary data is available for this year.$8.74$0.00$1.59$1.59$0.01
2013Summary only. Only limited summary data is available for this year.$8.74$0.00$1.21$1.47$0.26
2012Summary only. Only limited summary data is available for this year.$9.00$0.00$0.83$1.40$0.56
2011Summary only. Only limited summary data is available for this year.$9.57$0.00$0.82$1.24$0.43
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Feb 16, 2026
Return Version
2025v4.0
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN SAFRENTrustee-$3,588-$3,588
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantJOSEPH R PALMER FAMILY MEMORIAL LIBRARYLIBRARY-ELSBERRY, MO, US$46,700
Paid GrantUNIVERISTY OF MISSOURI- COLUMBIASCHOLARSHIP-COLUMBIA, MO, US$1,000
Paid GrantUNIVERSITY OF CENTRAL MISSOURISCHOLARSHIP-WARRNESBURG, MO, US$1,000
Filing and Contact Details

Filer

Filer Name
Margaret C Palmer Trust
EIN
39-6596804
Phone
3145148881
Address
600 MASON RIDGE CENTER DR 100, ST LOUIS, MO 63141

Signing Officer

Name
Susan Safren
Title
Trustee
Phone
3145148881
Signed
2026-02-16
Discuss with paid preparer
Yes

Preparer

Firm
Lopata Flegel & Company Llp
Address
600 MASON RIDGE CENTER DR STE 100, ST LOUIS, MO 63141
Preparer
James R Owens
Phone
3145148881
Raw XML Appendix359 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/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ST LOUIS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd063141
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0LOPATA FLEGEL & COMPANY LLP
IRS990PF/StatementsRegardingActyGrp/PhoneNum03145148881
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt045000
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IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0JOSEPH R PALMER FAMILY MEMORIAL LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusCd0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt0502 BROADWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0ELSBERRY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd063343
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt046700
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt21000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0JOSEPH R PALMER FAMILY MEMORIAL LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1UNIVERISTY OF MISSOURI- COLUMBIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2UNIVERSITY OF CENTRAL MISSOURI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0502 BROADWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt111 JESSIE HALL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2SMISER ALUMNI CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ELSBERRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1COLUMBIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2WARRNESBURG
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd063343
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd165211
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd264093
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt045000
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt048700
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt026351
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt026351
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt042088
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt028493
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt024891
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt019087
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt019440
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt019440
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0146002
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt031443
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt042088
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt028493
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt024891
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt019087
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt057794
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt031443
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0165442
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0133999
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt07398
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt07398
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN SAFREN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03145148881
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARGARET C PALMER TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MARG
ReturnHeader/Filer/EIN0396596804
ReturnHeader/Filer/PhoneNum03145148881
ReturnHeader/Filer/USAddress/AddressLine1Txt0600 MASON RIDGE CENTER DR 100
ReturnHeader/Filer/USAddress/CityNm0ST LOUIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd063141
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431552002
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LOPATA FLEGEL & COMPANY LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0600 MASON RIDGE CENTER DR STE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST LOUIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd063141
ReturnHeader/PreparerPersonGrp/PhoneNum03145148881
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES R OWENS
ReturnHeader/ReturnTs02026-02-17T16:49:34-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

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