Civic Intelligence

W & E Morgan Charitable Residual Tr Share C

990PF • Fiscal year 2023 • EIN 43-6347180

Jan 01, 2023 to Dec 31, 2023 • Filed on Sep 04, 2024

Organization Profile
P O 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

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

58th percentile

7.7%

Higher net margin than 58% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

51st percentile

$13,592

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 2.7% of source-year revenue.

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

51st percentile

2.7%

Faster asset growth than 51% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

28th percentile

-8.8%

Faster revenue growth than 28% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$4,107,587

Up $107,282 (+2.7%) from 2022

Net Assets

Up

$4,107,587

Up $107,282 (+2.7%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin58th percentile

Revenue

Down

$499,196

Down $47,921 (-8.8%) from 2022

Expenses

Down

$460,873

Down $114,896 (-20%) from 2022

Net Income

Up

$38,323

Up $66,975 (+234%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,317,309Liabilities 2011: $02011Assets 2012: $4,096,754Liabilities 2012: $02012Assets 2013: $4,156,119Liabilities 2013: $02013Assets 2014: $4,050,801Liabilities 2014: $02014Assets 2015: $4,068,455Liabilities 2015: $02015Assets 2019: $4,115,333Liabilities 2019: $02019Assets 2020: $3,906,698Liabilities 2020: $0Net Assets 2020: $3,906,6982020Assets 2021: $3,980,371Liabilities 2021: $0Net Assets 2021: $3,980,3712021Assets 2022: $4,000,305Liabilities 2022: $0Net Assets 2022: $4,000,3052022Assets 2023: $4,107,587Liabilities 2023: $0Net Assets 2023: $4,107,5872023Assets 2024: $4,150,275Liabilities 2024: $0Net Assets 2024: $4,150,2752024

Highlighted filing

2023

Assets$4,107,587
Liabilities$0
Net Assets$4,107,587
Open 2023 Filing

Operations Trend

Revenue Growth28th percentile

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

$1.0M$500K$0-$500KRevenue 2011: $438,079Expenses 2011: $389,286Net Income 2011: $48,7932011Revenue 2012: $347,336Expenses 2012: $555,105Net Income 2012: -$207,7692012Revenue 2013: $451,358Expenses 2013: $546,800Net Income 2013: -$95,4422013Revenue 2014: $358,621Expenses 2014: $582,692Net Income 2014: -$224,0712014Revenue 2015: $498,743Expenses 2015: $481,089Net Income 2015: $17,6542015Revenue 2019: $492,462Expenses 2019: $421,098Net Income 2019: $71,3642019Revenue 2020: $123,054Expenses 2020: $485,553Net Income 2020: -$362,4992020Revenue 2021: $597,278Expenses 2021: $523,605Net Income 2021: $73,6732021Revenue 2022: $547,117Expenses 2022: $575,769Net Income 2022: -$28,6522022Revenue 2023: $499,196Expenses 2023: $460,873Net Income 2023: $38,3232023Revenue 2024: $427,428Expenses 2024: $554,723Net Income 2024: -$127,2952024

Highlighted filing

2023

Revenue$499,196
Expenses$460,873
Net Income$38,323
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 4, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$13,592-$13,592
-Trustee-$1,309-$1,309
Tim WhelanTrustee-$1,309-$1,309
Jody EllisonTrustee-$1,309-$1,309
Filing and Contact Details

Filer

Filer Name
W & E Morgan Charitable Trust Share C
EIN
43-6347180
Phone
6607445333
Address
P O Box 70, Rock Port, MO 64482

Signing Officer

Name
Kymm Nuckolls
Title
Assistant Trust Officer
Phone
6607445333
Signed
2024-09-04

Preparer

Firm
Arthur White
Address
302 MAIN ST, TARKIO, MO 64491
Preparer
Arthur D White
Phone
6607365811
Raw XML Appendix358 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/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt1Kay Gibson
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Tim Whelan
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Jody Ellison
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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
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 Schedule attached
IRS990PF/SummaryOfDirectChrtblActyGrp/Description2Txt0Scholarships Schedule attached
IRS990PF/SummaryOfDirectChrtblActyGrp/Description3Txt0Allocated expenses
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0273638
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt030000
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt07477
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0No specfic 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/RestrictionsOnAwardsTxt0501(c)(3) Organization
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0None
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0None
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0273638
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt130000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Attached list
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Attached list
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0see attached list
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0see attached list
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO Box 70
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1PO Box 70
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Rockport
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Rockport
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd064482
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd164482
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0None
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0303638
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/AppliedToCurrentYearAmt07477
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0303638
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0349569
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
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/QualifyingDistributionsAmt0311115
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0342092
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0303638
OtherDecreasesSchedule/OtherDecreasesDetail/Amt05358
OtherDecreasesSchedule/OtherDecreasesDetail/Amt115
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Estimated taxes paid
OtherDecreasesSchedule/OtherDecreasesDetail/Desc1Rounding
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt078
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt1137465
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Purchase/sale fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Schedule F
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt047
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt078
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1137465
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1137465
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0395366
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Schedule F
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0395366
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0395366
OtherIncreasesSchedule/OtherIncreasesDetail/Amt074332
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Capital Gains
ReturnHeader/BuildTS02024-08-08 14:25:15Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Kymm Nuckolls
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Assistant Trust Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum06607445333
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-09-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0W & E Morgan Charitable Trust Share C
ReturnHeader/Filer/BusinessNameControlTxt0W&EM
ReturnHeader/Filer/EIN0436347180
ReturnHeader/Filer/PhoneNum06607445333
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O 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/PreparationDt02024-09-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Arthur D White
ReturnHeader/ReturnTs02024-09-05T06:28:53-07:00
ReturnHeader/ReturnTypeCd0990PF
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 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,107,587
Liabilities
$0
Net assets
$4,107,587
Revenue
$499,196
Expenses
$460,873
Net income
$38,323
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.15$0.00$4.15$0.43$0.55$0.13
2023Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$0.50$0.46$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.00$0.00$4.00$0.55$0.58$0.03
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.98$0.00$3.98$0.60$0.52$0.07
2020Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$0.12$0.49$0.36
2019Summary only. Only limited summary data is available for this year.$4.12$0.00$0.49$0.42$0.07
2015Summary only. Only limited summary data is available for this year.$4.07$0.00$0.50$0.48$0.02
2014Summary only. Only limited summary data is available for this year.$4.05$0.00$0.36$0.58$0.22
2013Summary only. Only limited summary data is available for this year.$4.16$0.00$0.45$0.55$0.10
2012Summary only. Only limited summary data is available for this year.$4.10$0.00$0.35$0.56$0.21
2011Summary only. Only limited summary data is available for this year.$4.32$0.00$0.44$0.39$0.05