Civic Intelligence

William D Morgan Charitable Foundation

990PF • Fiscal year 2010 • EIN 43-6783275

Jan 01, 2010 to Dec 31, 2010 • Filed on May 15, 2011

133 North 33rd Street62301
Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2010 filings • $1M-$5M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

70th percentile

$2,521

Higher top officer pay than 70% of similar nonprofits.

2010 filings • $1M-$5M nonprofits • Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$1,443,997

No earlier filing loaded for comparison.

Net Assets

$1,443,997

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$93,453

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2010: $1,443,997Liabilities 2010: $0Net Assets 2010: $1,443,9972010Assets 2011: $1,449,300Liabilities 2011: $12011Assets 2012: $1,878,999Liabilities 2012: $0Net Assets 2012: $1,878,9992012Assets 2013: $1,832,000Liabilities 2013: $0Net Assets 2013: $1,832,0002013Assets 2014: $1,828,639Liabilities 2014: $0Net Assets 2014: $1,828,6392014Assets 2015: $1,820,468Liabilities 2015: $0Net Assets 2015: $1,820,4682015Assets 2016: $1,871,814Liabilities 2016: $0Net Assets 2016: $1,871,8142016Assets 2017: $1,772,403Liabilities 2017: $0Net Assets 2017: $1,772,4032017Assets 2018: $1,693,188Liabilities 2018: $0Net Assets 2018: $1,693,1882018Assets 2019: $1,639,814Liabilities 2019: $0Net Assets 2019: $1,639,8142019Assets 2020: $1,573,436Liabilities 2020: $0Net Assets 2020: $1,573,4362020Assets 2021: $1,603,383Liabilities 2021: $0Net Assets 2021: $1,603,3832021Assets 2022: $1,483,813Liabilities 2022: $0Net Assets 2022: $1,483,8132022Assets 2023: $1,558,001Liabilities 2023: $0Net Assets 2023: $1,558,0012023Assets 2024: $2,242,312Liabilities 2024: $0Net Assets 2024: $2,242,3122024

Highlighted filing

2010

Assets$1,443,997
Liabilities$0
Net Assets$1,443,997

Operations Trend

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

$1.0M$500K$0-$500KExpenses 2010: $93,4532010Revenue 2011: $112,479Expenses 2011: $107,176Net Income 2011: $5,3032011Expenses 2012: $114,9962012Revenue 2013: $73,698Expenses 2013: $120,695Net Income 2013: -$46,9972013Revenue 2014: $125,148Expenses 2014: $128,509Net Income 2014: -$3,3612014Revenue 2015: $127,370Expenses 2015: $134,394Net Income 2015: -$7,0242015Revenue 2016: $183,553Expenses 2016: $137,156Net Income 2016: $46,3972016Revenue 2017: $134,849Expenses 2017: $33,447Net Income 2017: $101,4022017Revenue 2018: $100,734Expenses 2018: $255,061Net Income 2018: -$154,3272018Revenue 2019: $97,762Expenses 2019: $155,459Net Income 2019: -$57,6972019Revenue 2020: $105,619Expenses 2020: $169,282Net Income 2020: -$63,6632020Revenue 2021: $194,402Expenses 2021: $163,697Net Income 2021: $30,7052021Revenue 2022: $70,754Expenses 2022: $197,856Net Income 2022: -$127,1022022Revenue 2023: $256,677Expenses 2023: $182,673Net Income 2023: $74,0042023Revenue 2024: $850,907Expenses 2024: $178,429Net Income 2024: $672,4782024

Highlighted filing

2010

Revenue-
Expenses$93,453
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2010 to Dec 31, 2010
Signed
May 15, 2011
Return Version
2010v3.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MERCANTILE TRUST SAVINGS BANKTrusteePT$2,521-$2,521
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-CHARITABLE501(C)(3)ST JOSEPH, MO, US$30,000
Paid Grant-CHARITABLESCHOOLST JOSEPH, MO, US$25,000
Paid Grant-CHARITABLE501(C)(3)ST JOSEPH, MO, US$10,000
Paid Grant-CHARITABLE501(C)(3)ST JOSEPH, MO, US$5,000
Paid Grant-CHARITABLEPUBLIC CHARIST JOSEPH, MO, US$3,000
Paid Grant-CHARITABLEPUBLIC CHARIST JOSEPH, MO, US$2,000
Paid Grant-CHARITABLECHURCHST JOSEPH, MO, US$1,199
Filing and Contact Details

Filer

EIN
43-6783275
Raw XML AppendixShowing 400 of 405 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/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0NO SPECIFIC FORM, JUST A LETTER SHOWING PURPOSE AND VERIFICATION OF 501(C)(3) STATUS.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0ADVISORY COMMITTEE PERMANENT MEMBE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber02172237310
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine10PO BOX 410889
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0KANSAS CITY
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0MO
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode064141
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0NONE
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount03000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount11199
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount225000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount310000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount45000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount52000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount630000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2SCHOOL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5PUBLIC CHARI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus6501(C)(3)
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0FAMILY GUIDANCE CENTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1PATEE PARK BAPTIST CHURCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2ST JOSEPH SCHOOL DISTRIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3AMERICAN RED CROSS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName4UNITED WAY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName5AG EXPO CENTER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName6BOY SCOUTS OF AMERICA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship6NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1022ND CALHOUN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine111107 S 10TH STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12925 FELIX
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13401 N 12TH STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine14118 S 5TH STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine154620 S 169 HWY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine161704 BUCKINGHAM STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0ST JOSEPH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1ST JOSEPH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2ST JOSEPH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3ST JOSEPH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4ST JOSEPH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5ST JOSEPH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City6ST JOSEPH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0MO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1MO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2MO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3MO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4MO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5MO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State6MO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode064501
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode164503
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode264501
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode364501
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode464501
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode564507
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode664506
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear076199
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear02521
IRS990PF/UndistributedIncome/AppliedToYear1076199
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted087398
IRS990PF/UndistributedIncome/QualifyingDistributions078720
IRS990PF/UndistributedIncome/UndistributedIncomeCY084877
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear076199
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome0640
OtherIncomeSchedule2/OtherIncome/Description0BLACKSTONE GROUP
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0640
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount013423
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0RAYMOND JAMES & ASSOCIATES INC
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome013423
TaxesSchedule/Taxes/Amount0510
TaxesSchedule/Taxes/Category02010 FEDERAL ESTIMATES
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0436783275
ReturnHeader/Filer/Name/BusinessNameLine10WILLIAM D MORGAN CHARITABLE TRUST
ReturnHeader/Filer/NameControl0WILL
ReturnHeader/Filer/Phone02172237310
ReturnHeader/Filer/USAddress/AddressLine10133 NORTH 33RD STREET
ReturnHeader/Filer/USAddress/City0QUINCY
ReturnHeader/Filer/USAddress/State0IL
ReturnHeader/Filer/USAddress/ZIPCode062301
ReturnHeader/Officer/AuthorizeThirdParty0false
ReturnHeader/Officer/DateSigned02011-05-15
ReturnHeader/Officer/Name0MERCANTILE TRUST SERVICES
ReturnHeader/Officer/Phone02172237310
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02011-05-11
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10COCHRAN HEAD VICK & CO PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10400 JULES ST STE 415
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0SAINT JOSEPH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0645011738
ReturnHeader/Preparer/Name0ANN HOY
ReturnHeader/Preparer/Phone08163641118

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.24$0.00$2.24$0.85$0.18$0.67
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.56$0.00$1.56$0.26$0.18$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.48$0.00$1.48$0.07$0.20$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.60$0.00$1.60$0.19$0.16$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.57$0.00$1.57$0.11$0.17$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.10$0.16$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.69$0.00$1.69$0.10$0.26$0.15
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.77$0.00$1.77$0.13$0.03$0.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.87$0.00$1.87$0.18$0.14$0.05
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.82$0.00$1.82$0.13$0.13$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.13$0.13$0.00
2013Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.07$0.12$0.05
2012Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.11
2011Summary only. Only limited summary data is available for this year.$1.45$0.00$0.11$0.11$0.01
2010Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.09