Civic Intelligence

Lucy Clair Harris Tr UW FBO Emory University 12333-00-1

990PF • Fiscal year 2024 • EIN 58-6163830

Nov 01, 2023 to Oct 31, 2024 • Filed on Feb 11, 2025

PO Box 505 Mac H0006-092Saint Louis, MO 63166

(888) 730-4933

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

24th percentile

0.00x

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

2024 filings • $5M-$10M nonprofits • Source year 2024

Net Margin

64th percentile

15%

Higher net margin than 64% of similar nonprofits.

2024 filings • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

56th percentile

$116,234

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 12.9% of source-year revenue.

2024 filings • $5M-$10M nonprofits • Source year 2024

Asset Growth

40th percentile

1.4%

Faster asset growth than 40% of similar nonprofits.

2024 filings • $5M-$10M 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

Assets

Up

$9,423,187

Up $133,477 (+1.4%) from 2023

Net Assets

Up

$9,423,187

Up $133,477 (+1.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue

Up

$903,836

Up $1,094,007 (+575%) from 2023

Expenses

Up

$770,599

Up $23,969 (+3.2%) from 2023

Net Income

Up

$133,237

Up $1,070,038 (+114%) from 2023

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $9,221,711Liabilities 2011: $02011Assets 2012: $9,286,302Liabilities 2012: $02012Assets 2013: $9,124,612Liabilities 2013: $02013Assets 2014: $9,709,746Liabilities 2014: $02014Assets 2015: $9,500,046Liabilities 2015: $02015Assets 2018: $8,911,564Liabilities 2018: $0Net Assets 2018: $8,911,5642018Assets 2019: $8,910,579Liabilities 2019: $0Net Assets 2019: $8,910,5792019Assets 2020: $9,243,709Liabilities 2020: $0Net Assets 2020: $9,243,7092020Assets 2021: $10,681,441Liabilities 2021: $0Net Assets 2021: $10,681,4412021Assets 2022: $10,250,747Liabilities 2022: $0Net Assets 2022: $10,250,7472022Assets 2023: $9,289,710Liabilities 2023: $0Net Assets 2023: $9,289,7102023Assets 2024: $9,423,187Liabilities 2024: $0Net Assets 2024: $9,423,1872024

Highlighted filing

2024

Assets$9,423,187
Liabilities$0
Net Assets$9,423,187

Operations Trend

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $749,479Expenses 2011: $491,666Net Income 2011: $257,8132011Revenue 2012: $616,177Expenses 2012: $548,029Net Income 2012: $68,1482012Revenue 2013: $359,334Expenses 2013: $532,265Net Income 2013: -$172,9312013Revenue 2014: $1,112,621Expenses 2014: $516,851Net Income 2014: $595,7702014Revenue 2015: $342,413Expenses 2015: $546,061Net Income 2015: -$203,6482015Revenue 2018: $268,459Expenses 2018: $522,620Net Income 2018: -$254,1612018Revenue 2019: $592,424Expenses 2019: $588,831Net Income 2019: $3,5932019Revenue 2020: $955,390Expenses 2020: $639,007Net Income 2020: $316,3832020Revenue 2021: $2,134,520Expenses 2021: $690,962Net Income 2021: $1,443,5582021Revenue 2022: $317,285Expenses 2022: $795,356Net Income 2022: -$478,0712022Revenue 2023: -$190,171Expenses 2023: $746,630Net Income 2023: -$936,8012023Revenue 2024: $903,836Expenses 2024: $770,599Net Income 2024: $133,2372024

Highlighted filing

2024

Revenue$903,836
Expenses$770,599
Net Income$133,237
Jump To
Filing Snapshot
Filing Period
Nov 1, 2023 to Oct 31, 2024
Signed
Feb 11, 2025
Return Version
2023v6.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK N ATrustee-$116,234-$116,234
Filing and Contact Details

Filer

Filer Name
Tw Lucy C Harris Eu
EIN
58-6163830
Phone
8887304933
Address
PO BOX 505 MAC H0006-092, SAINT LOUIS, MO 63166

Signing Officer

Name
-
Title
Trustee
Phone
8887304933
Signed
2025-02-11
Discuss with paid preparer
Yes

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Laura B Strobel
Phone
4123556000
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm17691282CGT2 US TREASURY NOTE
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt04934
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt14863
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt24461
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt85000
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt114292
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt204600
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt224398
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt235089
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt244945
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt264424
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt285031
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt294316
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt304518
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt325019
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt334779
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt524312
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt04973
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt524387
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt212713
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt36809
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt47347
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt518516
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt619431
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt725505
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