Civic Intelligence

Warren & Evalyn Morgan Ch Tr #116

990PF • Fiscal year 2024 • EIN 43-6264568

Jan 01, 2024 to Dec 31, 2024 • Filed on May 10, 2025

Organization Profile
PO Box 70Rock Port, MO 64482

(660) 744-5333

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

31st percentile

-4.3%

Higher net margin than 31% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$1,000

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

36th percentile

-0.3%

Faster asset growth than 36% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

91st percentile

164%

Faster revenue growth than 91% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$1,575,464

Down $4,011 (-0.3%) from 2023

Net Assets

Down

$1,575,464

Down $4,011 (-0.3%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin31st percentile

Revenue

Up

$81,169

Up $50,453 (+164%) from 2023

Expenses

Down

$84,636

Down $2,317 (-2.7%) from 2023

Net Income

Up

-$3,467

Up $52,770 (+94%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $1,968,704Liabilities 2011: $02011Assets 2012: $1,923,843Liabilities 2012: $02012Assets 2013: $1,888,870Liabilities 2013: $02013Assets 2014: $1,870,661Liabilities 2014: $02014Assets 2015: $1,821,354Liabilities 2015: $02015Assets 2019: $1,674,927Liabilities 2019: $02019Assets 2020: $1,647,360Liabilities 2020: $0Net Assets 2020: $1,647,3602020Assets 2021: $1,823,501Liabilities 2021: $0Net Assets 2021: $1,823,5012021Assets 2022: $1,757,668Liabilities 2022: $0Net Assets 2022: $1,757,6682022Assets 2023: $1,579,475Liabilities 2023: $0Net Assets 2023: $1,579,4752023Assets 2024: $1,575,464Liabilities 2024: $0Net Assets 2024: $1,575,4642024

Highlighted filing

2024

Assets$1,575,464
Liabilities$0
Net Assets$1,575,464
Open 2024 Filing

Operations Trend

Revenue Growth91st percentile

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

$150K$100K$50K$0-$50K-$100KRevenue 2011: $42,556Expenses 2011: $104,027Net Income 2011: -$61,4712011Revenue 2012: $52,142Expenses 2012: $104,244Net Income 2012: -$52,1022012Revenue 2013: $48,149Expenses 2013: $101,195Net Income 2013: -$53,0462013Revenue 2014: $47,174Expenses 2014: $109,361Net Income 2014: -$62,1872014Revenue 2015: $58,662Expenses 2015: $105,095Net Income 2015: -$46,4332015Revenue 2019: $36,355Expenses 2019: $90,687Net Income 2019: -$54,3322019Revenue 2020: $34,058Expenses 2020: $86,569Net Income 2020: -$52,5112020Revenue 2021: $88,340Expenses 2021: $86,903Net Income 2021: $1,4372021Revenue 2022: $35,316Expenses 2022: $97,556Net Income 2022: -$62,2402022Revenue 2023: $30,716Expenses 2023: $86,953Net Income 2023: -$56,2372023Revenue 2024: $81,169Expenses 2024: $84,636Net Income 2024: -$3,4672024

Highlighted filing

2024

Revenue$81,169
Expenses$84,636
Net Income-$3,467
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 10, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$1,000-$1,000
-Trustee-$500-$500
Anna WakefieldTrustee-$500-$500
Shirley EllisonTrustee-$500-$500
Filing and Contact Details

Filer

Filer Name
Warren & Evalyn Morgan Ch Tr #116
EIN
43-6264568
Phone
6607445333
Address
PO Box 70, Rock Port, MO 64482

Signing Officer

Name
Kymm Nuckolls
Title
Assistant Trust Officer
Phone
6607445333
Signed
2025-05-10

Preparer

Firm
Arthur White
Address
302 MAIN ST, TARKIO, MO 64491
Preparer
Arthur D White
Phone
6607365811
Raw XML Appendix329 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
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AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Arthur White Tax prep
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0Edward Jones capital gains distribution
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1Pershing LLC capital gains distribution
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt08790
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt118179
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt08790
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt118179
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0101482
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt10
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt20
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt30
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt083395
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt13982
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt212978
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt341116
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0General Electric Co
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1Wabtec
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2GE Healthcare Technologies Inc
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3GR Vernova
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt050352
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt050352
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-3467
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt026969
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt017549
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt017549
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt026969
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt042759
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt012
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IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-3467
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0544
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01576008
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01579475
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01575464
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt092519
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IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt092519
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt093113
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0594
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IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt050352
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt1Kay Gibson
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Anna Wakefield
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Shirley Ellison
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Trustee
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2101 N Main
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3101 N Main
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Rock Port
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO Box 70
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Rock Port
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd064482
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Citizens Bank & Trust
IRS990PF/StatementsRegardingActyGrp/PhoneNum06607445333
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0Contributions to other 501(c)(3) organizations See attached schedule
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt081110
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0No specific form
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0Brock Nuckolls or Kymm Nuckolls
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06607445333
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0Citizens Bank Trust
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Rock Port
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd064482
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0None
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0None
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt081110
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Attached list
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0See attached schedule
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0Box 70
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Rock Port
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd064482
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0None
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt081110
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/AppliedToCurrentYearAmt01886
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt081110
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt092519
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt082996
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt090633
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt081110
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01015031
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Mutual Funds
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01015031
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01293365
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0528
OtherDecreasesSchedule/OtherDecreasesDetail/Amt116
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Estimated income tax payments
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1Balance due on 2013 income tax
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Transaction fee
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Kymm Nuckolls
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Assistant Trust Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum06607445333
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Warren & Evalyn Morgan Ch Tr #116
ReturnHeader/Filer/BusinessNameControlTxt0WARR
ReturnHeader/Filer/EIN0436264568
ReturnHeader/Filer/PhoneNum06607445333
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 70
ReturnHeader/Filer/USAddress/CityNm0Rock Port
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd064482
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431893412
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ARTHUR WHITE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0302 MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0TARKIO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd064491
ReturnHeader/PreparerPersonGrp/PhoneNum06607365811
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Arthur D White
ReturnHeader/ReturnTs02025-05-13T11:46:43-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$1,575,464
Liabilities
$0
Net assets
$1,575,464
Revenue
$81,169
Expenses
$84,636
Net income
-$3,467
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.08$0.08$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.03$0.09$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.04$0.10$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.09$0.09$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.65$0.00$1.65$0.03$0.09$0.05
2019Summary only. Only limited summary data is available for this year.$1.67$0.00$0.04$0.09$0.05
2015Summary only. Only limited summary data is available for this year.$1.82$0.00$0.06$0.11$0.05
2014Summary only. Only limited summary data is available for this year.$1.87$0.00$0.05$0.11$0.06
2013Summary only. Only limited summary data is available for this year.$1.89$0.00$0.05$0.10$0.05
2012Summary only. Only limited summary data is available for this year.$1.92$0.00$0.05$0.10$0.05
2011Summary only. Only limited summary data is available for this year.$1.97$0.00$0.04$0.10$0.06