Civic Intelligence

Sidney & Bobette Guller Family Fndation

EIN 43-6857707 • Chesterfield, MO

14615 Kendall Ridge DrChesterfield, MO 63017
Siviq Scores

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

Liabilities / Assets

32nd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2024

Net Margin

9th percentile

-52%

Higher net margin than 9% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

54th percentile

$20,500

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 8.2% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

48th percentile

2.3%

Faster asset growth than 48% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$3,347,021

Up $74,806 (+2.3%) from 2023

Liabilities

Down

$0

Down $3,400 (-100%) from 2023

Net Assets

Up

$3,347,021

Up $78,206 (+2.4%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin9th percentile

Revenue

Up

$250,369

Up $502,895 (+199%) from 2023

Expenses

Up

$380,066

Up $15,001 (+4.1%) from 2023

Net Income

Up

-$129,697

Up $487,894 (+79%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

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

$6.0M$4.0M$2.0M$0Assets 2015: $1,716,571Liabilities 2015: $0Net Assets 2015: $1,716,5712015Assets 2018: $1,395,552Liabilities 2018: $0Net Assets 2018: $1,395,5522018Assets 2019: $1,520,265Liabilities 2019: $0Net Assets 2019: $1,520,2652019Assets 2020: $2,575,713Liabilities 2020: $0Net Assets 2020: $2,575,7132020Assets 2021: $4,106,715Liabilities 2021: $0Net Assets 2021: $4,106,7152021Assets 2022: $3,886,406Liabilities 2022: $0Net Assets 2022: $3,886,4062022Assets 2023: $3,272,215Liabilities 2023: $3,400Net Assets 2023: $3,268,8152023Assets 2024: $3,347,021Liabilities 2024: $0Net Assets 2024: $3,347,0212024

Highlighted filing

2024

Assets$3,347,021
Liabilities$0
Net Assets$3,347,021
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2015: $177,240Expenses 2015: $226,765Net Income 2015: -$49,5252015Revenue 2018: $169,039Expenses 2018: $176,842Net Income 2018: -$7,8032018Revenue 2019: $197,155Expenses 2019: $72,442Net Income 2019: $124,7132019Revenue 2020: $1,457,292Expenses 2020: $401,844Net Income 2020: $1,055,4482020Revenue 2021: $2,073,886Expenses 2021: $542,884Net Income 2021: $1,531,0022021Revenue 2022: $186,117Expenses 2022: $406,426Net Income 2022: -$220,3092022Revenue 2023: -$252,526Expenses 2023: $365,065Net Income 2023: -$617,5912023Revenue 2024: $250,369Expenses 2024: $380,066Net Income 2024: -$129,6972024

Highlighted filing

2024

Revenue$250,369
Expenses$380,066
Net Income-$129,697
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$3,347,021
Liabilities
$0
Net assets
$3,347,021
Revenue
$250,369
Expenses
$380,066
Net income
-$129,697
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$0.25$0.38$0.13
2023Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.25$0.37$0.62
2022Detailed filing. Detailed filing data is available for this year.$3.89$0.00$3.89$0.19$0.41$0.22
2021Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$2.07$0.54$1.53
2020Detailed filing. Detailed filing data is available for this year.$2.58$0.00$2.58$1.46$0.40$1.06
2019Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.20$0.07$0.12
2018Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.17$0.18$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.72$0.00$1.72$0.18$0.23$0.05
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 12, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MITCHELL WALDMANTrustee-$20,500-$20,500
TODD WALDMANTrustee-$20,500-$20,500
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantJEWISH COMMUNITY CENTERCOMMUNITY SUPPORTPCST LOUIS, MO, US$149,000
Paid GrantSIGMA ALPHA MU FOUNDATIONCOMMUNITY SUPPORTPCINDIANAPOLIS, IN, US$88,376
Paid GrantJEWISH FAMILY SERVICES OF ST LOUISCOMMUNITY SUPPORTPCST LOUIS, MO, US$20,767
Paid GrantALS ASSOCIATION OF ST LOUISCOMMUNITY SUPPORTPCST LOUIS, MO, US$20,000
Paid GrantCONGREGATION SHAARE EMETHCOMMUNITY SUPPORTPCST LOUIS, MO, US$20,000
Paid GrantCROWN CENTERCOMMUNITY SUPPORTPCST LOUIS, MO, US$11,000
Paid GrantMISSOURI BETTER FOUNDATIONCOMMUNITY SUPPORTPCST PETERS, MO, US$5,000
Paid GrantNATIONAL COUNCIL OF JEWISH WOMENCOMMUNITY SUPPORTPCST LOUIS, MO, US$5,000
Paid GrantST LOUIS ZOO ASSOCIATIONCOMMUNITY SUPPORTPCST LOUIS, MO, US$2,500
Paid GrantSLSO ST LOUIS SYMPHONY ORCHESTRACOMMUNITY SUPPORTPCST LOUIS, MO, US$500
Paid GrantHABITAT FOR HUMANITYCOMMUNITY SUPPORTPCST LOUIS, MO, US$500
Paid GrantFOREST PARK FOREVERCOMMUNITY SUPPORTPCST LOUIS, MO, US$300
Paid GrantHUMANE SOCIETY OF MISSOURICOMMUNITY SUPPORTPCST LOUIS, MO, US$250
Paid GrantNINE NETWORK PBSCOMMUNITY SUPPORTPCST LOUIS, MO, US$240
Filing and Contact Details

Filer

Filer Name
Sidney & Bobette Guller Family
EIN
43-6857707
Phone
3148324500
Address
14615 KENDALL RIDGE DR, CHESTERFIELD, MO 63017

Signing Officer

Name
Mitchell Waldman
Title
Trustee
Phone
3148324500
Signed
2025-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Rubinbrown Llp
Address
7676 FORSYTH BLVD SUITE 2100, SAINT LOUIS, MO 63105
Preparer
Kimberly a Ryan
Phone
3142903300
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt868303
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt877287
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt8922102
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9413372
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt9617922
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1INTEL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3JPMORGAN CHASE & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4MERCK & CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6ORGANON & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7VANGUARD SMALL CAP ETF
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8WALMART INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11ALPHABET INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23CONOCOPHILLIPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24D R HORTON INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29GOLDMAN SACHS GROUP INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31HOME DEPOT INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38LAM RESH CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42MERCADOLIBRE INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45NATERA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46NETFLIX.COM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47NVIDIA CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54SERVICENOW INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59TAIWAN SEMICONDUCTOR
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm693M C
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71ACCENTURE PLC IRELAND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73APPLE INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79FEDERAL REALTY INVESTMENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80GENL DYNAMICS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81HOME DEPOT INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83LINDE PLC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86MONDELEZ INTL
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89PHILLIPS 66
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90PROLOGIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91S&P GLOBAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93VISA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95XYLEM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96ZOETIS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt02300
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt1138953
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2251937
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3121267
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4318256
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt5327410
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt6253635
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt775000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt875000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt9250000
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3MORGAN STANLEY FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4ALLSPRING SPECIAL SMALL CAP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5VIRTUS FUNDS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6TWEEDY BROWN FD INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7CHARLES SCHWAB 4.45%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8KKR GROUP FIN 4.625%
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9BARINGS LLC CLASS A
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt02300
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1115111
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2255515
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3128818
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4311342
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5266813
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt9256823
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt061974
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00

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