Civic Intelligence

Forrest Staley Estate Trust

990EZ • Fiscal year 2023 • EIN 43-6250768

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 29, 2024

Organization ProfileN/A
6151 Kingsbury AvenueSt Louis, MO 63112

(404) 660-6557

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

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

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

95th percentile

70%

Higher net margin than 95% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

59th percentile

6.6%

Faster asset growth than 59% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

75th percentile

36%

Faster revenue growth than 75% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$170,633

Up $10,510 (+6.6%) from 2022

Net Assets

Up

$170,633

Up $10,510 (+6.6%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin95th percentile

Revenue

Up

$10,599

Up $2,793 (+36%) from 2022

Expenses

Down

$3,150

Down $2,000 (-39%) from 2022

Net Income

Up

$7,449

Up $4,793 (+180%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

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

$200K$150K$100K$50K$0Assets 2018: $159,561Liabilities 2018: $02018Assets 2019: $170,921Liabilities 2019: $0Net Assets 2019: $170,9212019Assets 2020: $168,873Liabilities 2020: $0Net Assets 2020: $168,8732020Assets 2021: $181,514Liabilities 2021: $0Net Assets 2021: $181,5142021Assets 2022: $160,123Liabilities 2022: $0Net Assets 2022: $160,1232022Assets 2023: $170,633Liabilities 2023: $0Net Assets 2023: $170,6332023Assets 2024: $179,862Liabilities 2024: $0Net Assets 2024: $179,8622024

Highlighted filing

2023

Assets$170,633
Liabilities$0
Net Assets$170,633
Open 2023 Filing

Operations Trend

Revenue Growth75th percentile

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

$15K$10K$5.0K$0Revenue 2018: $8,137Expenses 2018: $3,475Net Income 2018: $4,6622018Revenue 2019: $9,369Expenses 2019: $2,970Net Income 2019: $6,3992019Revenue 2020: $8,460Expenses 2020: $4,950Net Income 2020: $3,5102020Revenue 2021: $8,482Expenses 2021: $1,575Net Income 2021: $6,9072021Revenue 2022: $7,806Expenses 2022: $5,150Net Income 2022: $2,6562022Revenue 2023: $10,599Expenses 2023: $3,150Net Income 2023: $7,4492023Revenue 2024: $10,812Expenses 2024: $1,650Net Income 2024: $9,1622024

Highlighted filing

2023

Revenue$10,599
Expenses$3,150
Net Income$7,449
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 29, 2024
Return Version
2023v5.0
Gross Receipts
$10,599
Mission and Program Overview

Mission

Our activities are to provide support for boy scout troop 98 and youth organizations within the boundaries of the st. Roch church.

Program Services

DescriptionGrantsExpenses
PROVIDE SERVICES TO 20-30 YOUTH IN BOY SCOUT TROOP 98 BY PROVIDING FUNDS FOR ACTIVITY FEES AND TRANSPORTAION.THE SCOUTING ACTIVITIES INCLUDE CAMPING, HIKING, TRAINING, SERVICE PROJECTS, CEREMONIES, ETC)$3,000$3,000
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN ANDREW MULCAHYTreasurerPT$0--
SEAN MCGROARTYTroop Committee ChairPT$0--
JIM FLYNNTroop Committee MemberPT$0--
RACHEL BOXDORFERTroop Committee MemberPT$0--
Filing and Contact Details

Filer

Filer Name
Forrest Staley Estate Trust
EIN
43-6250768
Phone
4046606557
Address
6151 KINGSBURY AVENUE, ST LOUIS, MO 63112

Signing Officer

Name
John Andrew Mulcahy
Title
Treasurer
Phone
4046606557
Signed
2024-04-29
Discuss with paid preparer
Yes

Preparer

Firm
Abeles and Hoffman Pc
Address
9666 OLIVE BLVD SUITE 625, ST LOUIS, MO 63132
Preparer
Kelley L Wingbermuehle CPA
Phone
3149914770
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

“Description: investment income. Amount: 10,599.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: boy scout troop 98 expenses. Grantee name: boy scout troop 98 sponsored by st. Roch church. Grantee address: 6040 waterman blvd st. Louis, mo 63112. Grantee relationship: supported organization. Amount given: 3,000.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: investment expenses. Amount: 150.”

Form 990-ez, Part I, Line 20 - Other Changes in Net Assets

“Description: unrealized gains. Amount: 3,061.”

Raw XML Appendix160 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/PersonNm0JOHN ANDREW MULCAHY
IRS990EZ/BooksInCareOfDetail/PhoneNum04046606557
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt06151 KINGSBURY AVENUE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ST LOUIS
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd063112
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0160123
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0170633
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/EngagedInExcessBenefitTransInd00
IRS990EZ/ExcessOrDeficitForYearAmt07449
IRS990EZ/FiledScheduleAInd01
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0160123
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0170633
IRS990EZ/GrantsAndSimilarAmountsPaidAmt03000
IRS990EZ/GrossReceiptsAmt010599
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InvestmentIncomeAmt010599
IRS990EZ/LobbyingActivitiesInd00
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0160123
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0170633
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0160123
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0170633
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt35.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN ANDREW MULCAHY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1SEAN MCGROARTY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JIM FLYNN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3RACHEL BOXDORFER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TROOP COMMITTEE CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TROOP COMMITTEE MEMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TROOP COMMITTEE MEMBER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt03061
IRS990EZ/OtherExpensesTotalAmt0150
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0OUR ACTIVITIES ARE TO PROVIDE SUPPORT FOR BOY SCOUT TROOP 98 AND YOUTH ORGANIZATIONS WITHIN THE BOUNDARIES OF THE ST. ROCH CHURCH.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PROVIDE SERVICES TO 20-30 YOUTH IN BOY SCOUT TROOP 98 BY PROVIDING FUNDS FOR ACTIVITY FEES AND TRANSPORTAION.THE SCOUTING ACTIVITIES INCLUDE CAMPING, HIKING, TRAINING, SERVICE PROJECTS, CEREMONIES, ETC)
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt03000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt03000
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt03150
IRS990EZ/TotalProgramServiceExpensesAmt03000
IRS990EZ/TotalRevenueAmt010599
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd01
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0436250768
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt03000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0BOY SCOUT TROOP98 SPONSORED BY STROCH'S CHURCH
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt03000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INVESTMENT INCOME. AMOUNT: 10,599.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: BOY SCOUT TROOP 98 EXPENSES. GRANTEE NAME: BOY SCOUT TROOP 98 SPONSORED BY ST. ROCH CHURCH. GRANTEE ADDRESS: 6040 WATERMAN BLVD ST. LOUIS, MO 63112. GRANTEE RELATIONSHIP: SUPPORTED ORGANIZATION. AMOUNT GIVEN: 3,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: INVESTMENT EXPENSES. AMOUNT: 150.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DESCRIPTION: UNREALIZED GAINS. AMOUNT: 3,061.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN ANDREW MULCAHY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum04046606557
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FORREST STALEY ESTATE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0FORR
ReturnHeader/Filer/EIN0436250768
ReturnHeader/Filer/PhoneNum04046606557
ReturnHeader/Filer/USAddress/AddressLine1Txt06151 KINGSBURY AVENUE
ReturnHeader/Filer/USAddress/CityNm0ST LOUIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd063112
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431215065
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ABELES AND HOFFMAN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09666 OLIVE BLVD SUITE 625
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST LOUIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd063132
ReturnHeader/PreparerPersonGrp/PhoneNum03149914770
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELLEY L WINGBERMUEHLE CPA
ReturnHeader/ReturnTs02024-05-03T12:24:49-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JOHN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0ANDREW MULCAHY
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$170,633
Liabilities
$0
Net assets
$170,633
Revenue
$10,599
Expenses
$3,150
Net income
$7,449
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.80$0.00$1.80$0.11$0.02$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.11$0.03$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.08$0.05$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.08$0.02$0.07
2020Detailed filing. Detailed filing data is available for this year.$1.69$0.00$1.69$0.08$0.05$0.04
2019Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.09$0.03$0.06
2018Summary only. Only limited summary data is available for this year.$1.60$0.00$0.08$0.03$0.05
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • <$500k nonprofits