Civic Intelligence

William D Morgan Charitable Foundation

990PF • Fiscal year 2012 • EIN 43-6783275

Jan 01, 2012 to Dec 31, 2012 • Filed on May 15, 2013

Organization Profile
PO Box 110763401
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

72nd percentile

$3,172

Higher top officer pay than 72% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

90th percentile

30%

Faster asset growth than 90% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$1,878,999

Up $429,699 (+30%) from 2011

Net Assets

$1,878,999

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$114,996

Up $7,820 (+7.3%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

2012

Assets$1,878,999
Liabilities$0
Net Assets$1,878,999
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2012

Revenue-
Expenses$114,996
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 15, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MERCANTILE TRUST SAVINGS BANKTrusteePT$3,172-$3,172
HNB BANKTrusteePT$793-$793
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-CHARITABLESCHOOLST JOSEPH, MO, US$90,000
Paid Grant-CHARITABLE501(C)(3)ST JOSEPH, MO, US$2,000
Paid Grant-CHARITABLE501(C)(3)ST JOSEPH, MO, US$1,500
Paid Grant-CHARITABLESCHOOLST JOSEPH, MO, US$1,491
Filing and Contact Details

Filer

EIN
43-6783275
Raw XML AppendixShowing 400 of 581 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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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1COCA COLA
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2DEERE & CO
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7ISHARES S&P SMALLCAP 600 INDEX
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8ISHARES TR DJ US INDEX FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9ISHARES TR MSCI EAFE INDEX FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10ISHARES TR RUSSELL 1000 GROWTH INDEX
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11ISHARES TR RUSSELL 1000 INDEX FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12ISHARES TR RUSSELL 1000 VALUE INDEX
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13ISHARES TR RUSSELL 2000 GROWTH INDEX
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock14ISHARES TR RUSSELL 2000 INDEX FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15ISHARES TR RUSSELL 2000 VALUE INDEX
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16ISHARES TR RUSSELL 3000 VALUE INDEX
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock17ISHARES TR RUSSELL MIDCAP INDEX FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock18ISHARES TR RUSSELL MIDCAP VALUE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock19JP MORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20MFC I SHARES S&P US PFD STK INDEX FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock21MFC POWERSHARES QQQ TR UNIT SER 1
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock22MFC SPDR DOW JONES INDL AVG ETF TR
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock23MONSANTO CO NEW
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock24PEOPLES UNITED FINANCIAL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock25ROYAL BANK CANADA
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock26WINDSTREAM CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock27AG MORTGAGE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock28AT&T INC.
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock29ALTRIA GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock30BLACKROCK FLOAT FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock31CBL & ASSC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock32CYS INVTS CUML PFD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock33CAMPBELL SOUP CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock34DISCOVER FINL 1/40TH
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock35DUKE ENERGY HOLDING
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock36EXELON CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock37FRANKLIN LTD DUR INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock38GENERAL MILLS INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock39HARTFORD JR SUB
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock40HERCULES TECH GROWTH
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock41INVESCO VAN KAMPEN I
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock42JOHNSON & JOHNSON CO
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock43KELLOGG COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock44KIMBERLY CLARK CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock45ELI LILLY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock46MCDONALDS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock47MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock48NRTHSTAR RLTY C
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock49NUVEEN EQUITY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock50PPL CORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock51PFIZER
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock52PHILLIP MORRIS INTL
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock53PIONEER FLOATING FD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock54PROCTER & GAMBLE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock55PRIVATEBANCORP
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock56REGIONS 1/40TH PFD
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock57SOUTHERN COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock58VERIZON COMM INC
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount050768
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionAmount014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/RelatedOrExemptFunctionIncome0489301
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount04439
IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description02011 FEDERAL REFUND
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionAmount0173
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionCode01
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount055394
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome0489301
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0544695
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0810
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome0173
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm014
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss03965
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps094991
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss094991
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm050768
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss050768
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0429699
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice01553978
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsNetInvstIncm04439
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsRevAndExpnss04439
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss0489315
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome040826
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncm0173
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnss0173
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncm014395
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnss014395
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss0835
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome0173
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps094991
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm014395
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0114996
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome055221
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0544695
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm014395
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss020005
IRS990PF/BalanceSheets/CapitalStockBOY02506504
IRS990PF/BalanceSheets/CapitalStockEOY02506504
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY049625
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY04982
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV05000
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY01324034
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY01811787
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV01853896
IRS990PF/BalanceSheets/InvestmentsGovtObligBOY024453
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/RetainedEarningsBOY0-1057204
IRS990PF/BalanceSheets/RetainedEarningsEOY0-627505
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY051188
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY062230
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV062230
IRS990PF/BalanceSheets/TotalAssetsBOY01449300
IRS990PF/BalanceSheets/TotalAssetsEOY01878999
IRS990PF/BalanceSheets/TotalAssetsEOYFMV01921126
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY01449300
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY01878999
IRS990PF/BalanceSheets/TotalNetAssetsBOY01449300
IRS990PF/BalanceSheets/TotalNetAssetsEOY01878999
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome014
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0429699
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal01878999
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY01449300
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY01878999
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted097161
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj097161
IRS990PF/DistributableAmount/DistributableAmountBeforeDed097161
IRS990PF/DistributableAmount/MinimumInvestmentReturn097978
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome0817
IRS990PF/DistributableAmount/TotalTax0817
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment0324
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Form2220Attached0X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0817
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment05
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal0817
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome0817
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue0498
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments0324
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY01921126
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets01989398
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0109064

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,878,999
Liabilities
$0
Net assets
$1,878,999
Revenue
-
Expenses
$114,996
Net income
-
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