Civic Intelligence

Margaret C Palmer Trust

990PF • Fiscal year 2020 • EIN 39-6596804

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 15, 2021

600 Mason Ridge Center Dr No 100St Louis, MO 63141

(314) 514-8881

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

39th percentile

0.00x

Higher debt load relative to assets than 39% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

39th percentile

0.00x

Higher debt load relative to revenue than 39% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

3rd percentile

-267%

Higher net margin than 3% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

58th percentile

$4,413

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 25.1% of source-year revenue.

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

15th percentile

-7.6%

Faster asset growth than 15% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Revenue Growth

5th percentile

-74%

Faster revenue growth than 5% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Annualized from 2019 to 2020

Assets

Down

$572,064

Down $47,061 (-7.6%) from 2019

Net Assets

$572,064

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2019

Revenue

Down

$17,615

Down $49,459 (-74%) from 2019

Expenses

Down

$64,676

Down $2,627 (-3.9%) from 2019

Net Income

Down

-$47,061

Down $46,832 (-20451%) from 2019

Historical Trend

Balance Sheet Trend

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

$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

2020

Assets$572,064
Liabilities$1
Net Assets$572,064

Operations Trend

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$17,615
Expenses$64,676
Net Income-$47,061
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 15, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN SAFRENTrustee-$4,413-$4,413
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantJOSEPH R PALMER FAMILY MEMORIAL LIBRARYLIBRARYEXEMPTELSBERRY, MO, US$45,000
Filing and Contact Details

Filer

Filer Name
Margaret C Palmer Trust
EIN
39-6596804
Phone
3145148881
Address
600 MASON RIDGE CENTER DR NO 100, ST LOUIS, MO 63141

Signing Officer

Name
Susan Safren
Title
Trustee
Phone
3145148881
Signed
2021-03-15
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
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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/InfluenceElectionInd00
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
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0600 MASON RIDGE CENTER DRIVE100
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
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0JOSEPH R PALMER FAMILY MEMORIAL LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0EXEMPT
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/Amt045000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0JOSEPH R PALMER FAMILY MEMORIAL LIBRARY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0502 BROADWAY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ELSBERRY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd063343
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt045000
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt045000
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/AppliedToCurrentYearAmt033519
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt033519
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt022852
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt032831
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt046844
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt055750
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt079593
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt079593
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0177717
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt019440
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt022852
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt032831
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt046844
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt055750
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt052959
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt019440
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0257310
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0237870
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt053
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt013
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt066
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt08127
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt08127
TaxesSchedule/TaxesDetail/Amt01600
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN SAFREN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03145148881
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARGARET C PALMER TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MARG
ReturnHeader/Filer/EIN0396596804
ReturnHeader/Filer/PhoneNum03145148881
ReturnHeader/Filer/USAddress/AddressLine1Txt0600 MASON RIDGE CENTER DR NO 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/PreparationDt02021-03-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES R OWENS
ReturnHeader/ReturnTs02021-03-15T10:22:29-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SUSAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0SAFREN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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