Civic Intelligence

The Michael D and Margaret Ann

EIN 43-6767967 • Saint Louis, MO

816 S Hanely Road Unit 16ASaint Louis, MO 63105
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

5th percentile

-578%

Higher net margin than 5% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

469%

Faster revenue growth than 97% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $258,097 (-100%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$0

Down $258,097 (-100%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin5th percentile

Revenue

Up

$44,621

Up $36,783 (+469%) from 2023

Expenses

Up

$302,718

Up $275,764 (+1023%) from 2023

Net Income

Down

-$258,097

Down $238,981 (-1250%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$400K$300K$200K$100K$0Assets 2011: $364,449Liabilities 2011: $02011Assets 2012: $244,875Liabilities 2012: $02012Assets 2013: $209,131Liabilities 2013: $02013Assets 2014: $304,238Liabilities 2014: $02014Assets 2015: $286,491Liabilities 2015: $02015Assets 2019: $299,872Liabilities 2019: $02019Assets 2020: $328,637Liabilities 2020: $1Net Assets 2020: $328,6372020Assets 2021: $302,125Liabilities 2021: $1Net Assets 2021: $302,1252021Assets 2022: $277,213Liabilities 2022: $1Net Assets 2022: $277,2132022Assets 2023: $258,097Liabilities 2023: $0Net Assets 2023: $258,0972023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$400K$200K$0-$200K-$400KRevenue 2011: $2,059Expenses 2011: $39,268Net Income 2011: -$37,2092011Revenue 2012: -$74,966Expenses 2012: $44,609Net Income 2012: -$119,5752012Revenue 2013: $44Expenses 2013: $35,788Net Income 2013: -$35,7442013Revenue 2014: $111,107Expenses 2014: $16,000Net Income 2014: $95,1072014Revenue 2015: $183Expenses 2015: $17,930Net Income 2015: -$17,7472015Revenue 2019: $1,342Expenses 2019: $18,262Net Income 2019: -$16,9202019Revenue 2020: $52,775Expenses 2020: $24,010Net Income 2020: $28,7652020Revenue 2021: $1,253Expenses 2021: $27,765Net Income 2021: -$26,5122021Revenue 2022: $2,042Expenses 2022: $26,954Net Income 2022: -$24,9122022Revenue 2023: $7,838Expenses 2023: $26,954Net Income 2023: -$19,1162023Revenue 2024: $44,621Expenses 2024: $302,718Net Income 2024: -$258,0972024

Highlighted filing

2024

Revenue$44,621
Expenses$302,718
Net Income-$258,097
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$44,621
Expenses
$302,718
Net income
-$258,097
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.45$3.03$2.58
2023Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$0.08$0.27$0.19
2022Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.02$0.27$0.25
2021Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.01$0.28$0.27
2020Detailed filing. Detailed filing data is available for this year.$3.29$0.00$3.29$0.53$0.24$0.29
2019Summary only. Only limited summary data is available for this year.$3.00$0.00$0.01$0.18$0.17
2015Summary only. Only limited summary data is available for this year.$2.86$0.00$0.00$0.18$0.18
2014Summary only. Only limited summary data is available for this year.$3.04$0.00$1.11$0.16$0.95
2013Summary only. Only limited summary data is available for this year.$2.09$0.00$0.00$0.36$0.36
2012Summary only. Only limited summary data is available for this year.$2.45$0.00$0.75$0.45$1.20
2011Summary only. Only limited summary data is available for this year.$3.64$0.00$0.02$0.39$0.37
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Feb 22, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL D LATTATrustee-$0--
MARGARET ANN LATTATrustee-$0--
ANN M SETTIMITrustee-$0--
ADAM M GOFFSTEINTrustee-$0--
MICHAEL D LATTA JRTrustee-$0--
WILLIAM R LATTATrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Michael D and Margaret Ann
EIN
43-6767967
Phone
3149910737
Address
816 S HANELY ROAD UNIT 16A, SAINT LOUIS, MO 63105

Signing Officer

Name
Michael D Latta
Title
Trustee
Phone
3149910737
Signed
2025-02-22
Discuss with paid preparer
Yes

Preparer

Firm
Wolff & Taylor Pc
Address
222 S CENTRAL AVE STE 402, SAINT LOUIS, MO 63105
Preparer
Lawrence E Wolff
Phone
3147273700
Raw XML Appendix335 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/PersonNm3ADAM M GOFFSTEIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4MICHAEL D LATTA JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5WILLIAM R LATTA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd163105
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd260201
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd363108
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd463105
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd563131
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0300173
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0300173
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
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/IndividualWithBooksNm0MICHAEL D LATTA
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0816 S HANLEY ROAD UNIT 16A
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SAINT LOUIS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd063105
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0true
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MO
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum03149910737
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt18000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt29000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3273173
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1ARTS & EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CITY ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1THE MUNY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2MICDS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3ST LOUIS COMMUNITY FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(C)3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt04175 N KINGSHIGHWAY BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11 THEATRE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2101 N WARSON ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt32 OAK KNOLL PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SAINT LOUIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SAINT LOUIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SAINT LOUIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3SAINT LOUIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd063115
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd163112
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd263124
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd363105
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0300173
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/AppliedToCurrentYearAmt09805
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09805
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt012749
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt011236
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt08575
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt08659
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02163
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02163
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0331587
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0290368
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt012749
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt011236
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt08575
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt08659
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0300173
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0290368
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0333750
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt043382
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0204
LiquidationExplanationStmt/ExplanationTxt0ALL INVESTMENTS WERE SOLD ON THE OPEN MARKET. THE CASH WAS USED FOR FINAL PROFESSIONAL EXPENSES AND FEDERAL EXCISE TAX PAYMENTS. THE FUNDS WERE ALSO USED FOR CONTRIBUTIONS TO 501(C)3 CHARITIES TO TOTALLY DISBURSE THE CASH. THERE WERE NO OTHER ASSETS THAN THE CASH TO BE DISBURSED. THE RECIPIENT OF THE FINAL PAYMENT WAS THE SAINT LOUIS COMMUNITY FOUNDATION, WITH A PAYMENT OF 8,172.74 ON SEPTEMBER 30, 2024.
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt012
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt012
TaxesSchedule/TaxesDetail/Amt034
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt034
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL D LATTA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03149910737
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-02-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE MICHAEL D AND MARGARET ANN
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0LATTA CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MICH
ReturnHeader/Filer/EIN0436767967
ReturnHeader/Filer/PhoneNum03149910737
ReturnHeader/Filer/USAddress/AddressLine1Txt0816 S HANELY ROAD UNIT 16A
ReturnHeader/Filer/USAddress/CityNm0SAINT LOUIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd063105
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0431305868
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WOLFF & TAYLOR PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0222 S CENTRAL AVE STE 402
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAINT LOUIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd063105
ReturnHeader/PreparerPersonGrp/PhoneNum03147273700
ReturnHeader/PreparerPersonGrp/PreparationDt02025-02-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAWRENCE E WOLFF
ReturnHeader/ReturnTs02025-02-25T16:09:17-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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