Civic Intelligence

W & E Morgan Charitable Residual Tr Share C

990PF • Fiscal year 2021 • EIN 43-6347180

Jan 01, 2021 to Dec 31, 2021 • Filed on May 11, 2022

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.

2021 filings • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.00x

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

2021 filings • $1M-$5M nonprofits • Source year 2021

Net Margin

48th percentile

12%

Higher net margin than 48% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

51st percentile

$14,595

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

2021 filings • $1M-$5M nonprofits • Source year 2021

Asset Growth

34th percentile

1.9%

Faster asset growth than 34% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

95th percentile

385%

Faster revenue growth than 95% of similar nonprofits.

2021 filings • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$3,980,371

Up $73,673 (+1.9%) from 2020

Net Assets

Up

$3,980,371

Up $73,673 (+1.9%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin48th percentile

Revenue

Up

$597,278

Up $474,224 (+385%) from 2020

Expenses

Up

$523,605

Up $38,052 (+7.8%) from 2020

Net Income

Up

$73,673

Up $436,172 (+120%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth34th 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

2021

Assets$3,980,371
Liabilities$0
Net Assets$3,980,371
Open 2021 Filing

Operations Trend

Revenue Growth95th 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

2021

Revenue$597,278
Expenses$523,605
Net Income$73,673
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 11, 2022
Return Version
2021v4.1
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$14,595-$14,595
-Trustee-$1,409-$1,409
Tim WhelanTrustee-$1,409-$1,409
Jody EllisonTrustee-$1,409-$1,409
Sharon GainesTrustee-$1,409-$1,409
Filing and Contact Details

Filer

Filer Name
W & E Morgan Chartible 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
2022-05-11

Preparer

Firm
Arthur White
Address
302 MAIN ST, TARKIO, MO 64491
Preparer
Arthur D White
Phone
6607365811
Raw XML Appendix348 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/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/Expenses1Amt0305242
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses2Amt021875
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses3Amt07910
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/Amt0305242
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt121875
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/TotalGrantOrContriPdDurYrAmt0327117
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/AppliedToYear1Amt0327117
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0376171
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt07910
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt07910
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/QualifyingDistributionsAmt0335027
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt07910
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0368261
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0327117
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt058
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt1174139
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0Purchase/sale fees
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Schedule F
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt032
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt058
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1174139
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt090
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1174139
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0317251
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1186935
OtherIncomeSchedule2/OtherIncomeDetail/Desc0Schedule F
OtherIncomeSchedule2/OtherIncomeDetail/Desc1Allocated capital Gain
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0317251
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1186935
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0317251
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1186935
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0Kymm Nuckolls
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Assistant Trust Officer
ReturnHeader/BusinessOfficerGrp/PhoneNum06607445333
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0W & E Morgan Chartible 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/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/PreparationDt02022-05-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Arthur D White
ReturnHeader/ReturnTs02022-05-16T05:51:24-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0Kymm
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0Nuckolls
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,980,371
Liabilities
$0
Net assets
$3,980,371
Revenue
$597,278
Expenses
$523,605
Net income
$73,673
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
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
2021Detailed filing. Detailed filing data is available for this year.$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