Civic Intelligence

Cw Trust

990PF • Fiscal year 2021 • EIN 47-4326070

Jun 01, 2020 to May 31, 2021 • Filed on Aug 07, 2021

Organization Profile
5 Winfield Pointe LnSaint Louis, MO 63141

(636) 519-7246

Siviq Scores

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

Liabilities / Assets

81st percentile

0.00x

Higher debt load relative to assets than 81% of similar nonprofits.

2021 filings • NTEE T22 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

84th percentile

0.00x

Higher debt load relative to revenue than 84% of similar nonprofits.

2021 filings • NTEE T22 • <$500k nonprofits • Source year 2021

Net Margin

68th percentile

33%

Higher net margin than 68% of similar nonprofits.

2021 filings • NTEE T22 • <$500k nonprofits • Source year 2021

Top Officer Pay

93rd percentile

$0

Higher top officer pay than 93% of similar nonprofits.

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

2021 filings • NTEE T22 • <$500k nonprofits • Source year 2021

Asset Growth

86th percentile

48%

Faster asset growth than 86% of similar nonprofits.

2021 filings • NTEE T22 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

44th percentile

-2.6%

Faster revenue growth than 44% of similar nonprofits.

2021 filings • NTEE T22 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets81st percentile

Assets

Up

$146,925

Up $47,537 (+48%) from 2020

Net Assets

$146,925

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2020

Revenue And Expenses
Liabilities / Revenue84th percentileNet Margin68th percentile

Revenue

Down

$1,969

Down $52 (-2.6%) from 2020

Expenses

Down

$1,325

Down $1,996 (-60%) from 2020

Net Income

Up

$644

Up $1,944 (+150%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$150K$100K$50K$0Assets 2016: $38,456Liabilities 2016: $02016Assets 2020: $99,388Liabilities 2020: $02020Assets 2021: $146,925Liabilities 2021: $1Net Assets 2021: $146,9252021Assets 2022: $134,547Liabilities 2022: $1Net Assets 2022: $134,5472022Assets 2023: $124,307Liabilities 2023: $1Net Assets 2023: $124,3072023Assets 2024: $134,906Liabilities 2024: $1Net Assets 2024: $134,9062024Assets 2025: $139,031Liabilities 2025: $0Net Assets 2025: $139,0312025

Highlighted filing

2021

Assets$146,925
Liabilities$1
Net Assets$146,925
Open 2021 Filing

Operations Trend

Revenue Growth44th percentile

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

$60K$40K$20K$0-$20KRevenue 2016: $49,874Expenses 2016: $10,793Net Income 2016: $39,0812016Revenue 2020: $2,021Expenses 2020: $3,321Net Income 2020: -$1,3002020Revenue 2021: $1,969Expenses 2021: $1,325Net Income 2021: $6442021Revenue 2022: $1,995Expenses 2022: $3,706Net Income 2022: -$1,7112022Revenue 2023: $2,277Expenses 2023: $4,484Net Income 2023: -$2,2072023Revenue 2024: $3,170Expenses 2024: $5,452Net Income 2024: -$2,2822024Revenue 2025: $3,736Expenses 2025: $7,032Net Income 2025: -$3,2962025

Highlighted filing

2021

Revenue$1,969
Expenses$1,325
Net Income$644
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2020 to May 31, 2021
Signed
Aug 7, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay93rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
NATALIE CHENTrustee-$0--
Filing and Contact Details

Filer

Filer Name
CW TRust
EIN
47-4326070
In Care Of
% Natalie Chen
Phone
6365197246
Address
5 Winfield Pointe Ln, Saint Louis, MO 63141

Signing Officer

Name
Natalie Chen
Title
Trustee
Phone
6365197246
Signed
2021-08-07
Raw XML Appendix265 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/InvestmentsCorporateStockGrp/EOYFMVAmt0146925
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt094
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt054
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0644
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt046893
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0146925
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IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt06150
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IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt00
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IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0125908
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt00
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0125908
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01889
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt06201
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0124019
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.000
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/PrivateOperatingFoundationsGrp/PublicSupportType/TotalAmt00
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0Natalie Chen
IRS990PF/StatementsRegardingActyGrp/PhoneNum06365197246
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OtherIncreasesSchedule/OtherIncreasesDetail/Amt046893
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt176
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0efile tax software
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1TD Ameritrade fee
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0118
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt176
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0118
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt176
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt041
TaxesSchedule/TaxesDetail/Amt041
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt041
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt041
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0NATALIE CHEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum06365197246
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CW TRust
ReturnHeader/Filer/BusinessNameControlTxt0CWTR
ReturnHeader/Filer/EIN0474326070
ReturnHeader/Filer/InCareOfNm0% Natalie Chen
ReturnHeader/Filer/PhoneNum06365197246
ReturnHeader/Filer/USAddress/AddressLine1Txt05 Winfield Pointe Ln
ReturnHeader/Filer/USAddress/CityNm0Saint Louis
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd063141
ReturnHeader/ReturnTs02021-08-07T15:49:52-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0NATALIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0CHEN
ReturnHeader/TaxPeriodBeginDt02020-06-01
ReturnHeader/TaxPeriodEndDt02021-05-31
ReturnHeader/TaxYr02020

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
$146,925
Liabilities
$1
Net assets
$146,925
Revenue
$1,969
Expenses
$1,325
Net income
$644
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.04$0.07$0.03
2024Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.03$0.05$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.02$0.04$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.02$0.04$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.02$0.01$0.01
2020Summary only. Only limited summary data is available for this year.$0.99$0.00$0.02$0.03$0.01
2016Summary only. Only limited summary data is available for this year.$0.38$0.00$0.50$0.11$0.39