Civic Intelligence

Helen Davis Scholarship Trust 3 Medical

EIN 81-6056734 • Saint Louis, MO

PO Box 505 Mac H0006-092Saint Louis, MO 63166
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 2025

Liabilities / Revenue

33rd percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Net Margin

76th percentile

28%

Higher net margin than 76% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Top Officer Pay

55th percentile

$26,349

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 16.4% of source-year revenue.

$1M-$5M nonprofits • Source year 2025

Asset Growth

52nd percentile

3.3%

Faster asset growth than 52% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

15th percentile

-21%

Faster revenue growth than 15% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2024 to 2025

Assets

Up

$1,396,448

Up $121,196 (+9.5%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

$1,396,448

No earlier filing loaded for comparison.

Revenue

Up

$160,415

Up $34,509 (+27%) from 2023

Expenses

Down

$115,283

Down $3,457 (-2.9%) from 2023

Net Income

Up

$45,132

Up $37,966 (+530%) from 2023

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $1,422,684Liabilities 2011: $02011Assets 2012: $1,370,573Liabilities 2012: $02012Assets 2013: $1,355,564Liabilities 2013: $02013Assets 2014: $1,440,931Liabilities 2014: $0Net Assets 2014: $1,440,9312014Assets 2015: $1,457,622Liabilities 2015: $0Net Assets 2015: $1,457,6222015Assets 2016: $1,407,204Liabilities 2016: $0Net Assets 2016: $1,407,2042016Assets 2017: $1,403,350Liabilities 2017: $0Net Assets 2017: $1,403,3502017Assets 2018: $1,340,736Liabilities 2018: $0Net Assets 2018: $1,340,7362018Assets 2019: $1,301,461Liabilities 2019: $12019Assets 2020: $1,252,514Liabilities 2020: $0Net Assets 2020: $1,252,5142020Assets 2021: $1,280,170Liabilities 2021: $0Net Assets 2021: $1,280,1702021Assets 2022: $1,260,866Liabilities 2022: $0Net Assets 2022: $1,260,8662022Assets 2023: $1,275,252Liabilities 2023: $12023Assets 2025: $1,396,448Liabilities 2025: $0Net Assets 2025: $1,396,4482025

Highlighted filing

2025

Assets$1,396,448
Liabilities$0
Net Assets$1,396,448

Operations Trend

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

$200K$100K$0-$100KRevenue 2011: $113,421Expenses 2011: $103,124Net Income 2011: $10,2972011Revenue 2012: $43,042Expenses 2012: $95,153Net Income 2012: -$52,1112012Revenue 2013: $82,338Expenses 2013: $97,347Net Income 2013: -$15,0092013Revenue 2014: $164,893Expenses 2014: $79,526Net Income 2014: $85,3672014Revenue 2015: $123,214Expenses 2015: $106,523Net Income 2015: $16,6912015Revenue 2016: $50,284Expenses 2016: $100,702Net Income 2016: -$50,4182016Revenue 2017: $101,146Expenses 2017: $88,811Net Income 2017: $12,3352017Revenue 2018: $93,793Expenses 2018: $157,768Net Income 2018: -$63,9752018Revenue 2019: $84,411Expenses 2019: $123,686Net Income 2019: -$39,2752019Revenue 2020: $54,932Expenses 2020: $103,879Net Income 2020: -$48,9472020Revenue 2021: $129,045Expenses 2021: $101,783Net Income 2021: $27,2622021Revenue 2022: $85,656Expenses 2022: $107,587Net Income 2022: -$21,9312022Revenue 2023: $125,906Expenses 2023: $118,740Net Income 2023: $7,1662023Revenue 2025: $160,415Expenses 2025: $115,283Net Income 2025: $45,1322025

Highlighted filing

2025

Revenue$160,415
Expenses$115,283
Net Income$45,132

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.16$0.12$0.05
2023Summary only. Only limited summary data is available for this year.$1.28$0.00$0.13$0.12$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.09$0.11$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.13$0.10$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.05$0.10$0.05
2019Summary only. Only limited summary data is available for this year.$1.30$0.00$0.08$0.12$0.04
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$0.00$1.34$0.09$0.16$0.06
2017Detailed filing. Detailed filing data is available for this year.$1.40$0.00$1.40$0.10$0.09$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.41$0.00$1.41$0.05$0.10$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.12$0.11$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.16$0.08$0.09
2013Summary only. Only limited summary data is available for this year.$1.36$0.00$0.08$0.10$0.02
2012Summary only. Only limited summary data is available for this year.$1.37$0.00$0.04$0.10$0.05
2011Summary only. Only limited summary data is available for this year.$1.42$0.00$0.11$0.10$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2024 to Aug 31, 2025
Signed
Dec 11, 2025
Return Version
2024v5.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK N ATrustee-$26,349-$26,349
Filing and Contact Details

Filer

Filer Name
Helen Davis Scholarship Trust Med School
EIN
81-6056734
Phone
8887304933
Address
PO BOX 505 MAC H0006-092, SAINT LOUIS, MO 63166

Signing Officer

Name
-
Title
Trustee
Phone
8887304933
Signed
2025-12-11
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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1286959X107 SUZUKI MOTOR CORP-UN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13594918104 MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14883556102 THERMO FISHER SCIENT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1589151E109 TOTALENERGIES SE -SP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1694106L109 WASTE MANAGEMENT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17150870103 CELANESE CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18H84989104 TE CONNECTIVITY LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1911135F101 BROADCOM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2075513E101 RTX CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21609207105 MONDELEZ INTERNATION
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2212117P109 BUREAU VERITAS SA AD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23001317205 AIA GROUP LTD-SP ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24891160509 TORONTO DOMINION BK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25904767704 UNILEVER PLC - ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2656501R106 MANULIFE FINANCIAL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2792826C839 VISA INC-CLASS A SHR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28055622104 BP PLC - ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2923304Y100 DBS GROUP HOLDINGS L
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30009126202 AIR LIQUIDE - ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31204319107 COMPAGNIE FINANCIERE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32000375204 ABB LTD - ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33759530108 RELX PLC ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3479588J102 SAMPO OYJ-A SHS-UNSP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3520449X401 COMPASS GROUP PLC AD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3617275R102 CISCO SYSTEMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37532457108 ELI LILLY & CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38907818108 UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3991324P102 UNITEDHEALTH GROUP I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4000287Y109 ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41210771200 CONTINENTAL AG-SPONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42714264306 PERNOD RICARD SA ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4387612E106 TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44867224107 SUNCOR ENERGY INC NE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4509260D107 BLACKSTONE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4602079K107 ALPHABET INC CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47172967424 CITIGROUP INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4830303M102 META PLATFORMS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49G1151C101 ACCENTURE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50783513203 RYANAIR HOLDINGS PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm517591EP100 REGIONS FINL CORP NE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5262473G102 MTU AERO ENGINES-UNS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5325461D100 DISCO CORP- UNSPONSO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5644970W103 IMCD NV ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57G4705A100 ICON PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58443251103 HOYA CORP ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5900724F101 ADOBE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60007903107 ADVANCED MICRO DEVIC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6213961R100 CAPGEMINI SE - UNSPO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63437076102 HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6448241F104 KBC GROEP NV-UNSP AD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65580135101 MCDONALDS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66670100205 NOVO NORDISK A/S - A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6775629J101 RECRUIT HOLDINGS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6875972B101 RENESAS ELECTRONICS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69803054204 SAP SE ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70855244109 STARBUCKS CORP COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71G25839104 COCA-COLA EUROPACIFI
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72N07045102 ASM INTERNATIONAL NV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7300687A107 ADIDAS-AG ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74023135106 AMAZON COM INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75032654105 ANALOG DEVICES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76046353108 ASTRAZENECA PLC ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7725455X104 DIPLOMA PLC ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7829429L105 EPIROC AB-UNSP ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7930215C101 EXPERIAN PLC - ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80307305102 FANUC CORPORATION AD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81375916103 GILDAN ACTIVEWEAR IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8240637C308 HALMA PLC ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8343300A203 HILTON WORLDWIDE HOL
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8546618Q109 JD SPORTS FASHION PL
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8754211N101 LONDON STOCK EXCHG-U
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88606776201 MITSUBISHI ELECTRIC-
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8960683M109 MITSUI FUDOSAN-UNSPO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9065461N104 NIPPON SANSO HOLDING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9165479L108 NITORI HLDGS CO LTD-
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93760125104 RENTOKIL INITIAL PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94824551105 SHIN-ETSU CHEMICAL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95826197501 SIEMENS AG - SPONSOR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9687155N109 SYMRISE AG ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9787873R101 TECHTRONIC INDUSTRIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9888579N105 3I GROUP PLC ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99889110102 TOKYO ELECTRON LTD-U
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10092243F100 VAT GROUP AG ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101G25508105 CRH PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102H1467J104 CHUBB LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103N07059210 ASML HOLDING NV-NY R
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104002824100 ABBOTT LABS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10505964H105 BANCO SANTANDER CEN-
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106062510300 BANK HAPOALIM LTD-AD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107066460304 BANKINTER SA ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108084670702 BERKSHIRE HATHAWAY I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10909290D101 BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm110227047305 CRODA INTERNATIONAL-
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11126251A108 DSV A/S ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm112278865100 ECOLAB INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11329286D105 ENGIE-SPON ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm114428263107 HEXAGON AB- UNSP ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11544969D306 IMI PLC ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11645857P806 INTERCONTINENTAL HOT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11749338L103 KEYSIGHT TECHNOLOGIE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm118512807306 LAM RESH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm119524671104 LEGRAND SA-UNSP ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12054569M101 LOTTOMATICA GROUP SP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm121571748102 MARSH & MCLENNAN COS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12260687Y109 MIZUHO FINL GROUP IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm123620076307 MOTOROLA SOLUTIONS,
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12464110L106 NETFLIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm125654445303 NINTENDO CO., LTD. -
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12667066G104 NVIDIA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12776118A205 RESONA HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12879466L302 SALESFORCE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12990353T100 UBER TECHNOLOGIES IN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm130931142103 WALMART INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13198419M100 XYLEM INC/NY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm132G54950103 NEW LINDE PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm133G5960L103 MEDTRONIC PLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm134G87052109 TE CONNECTIVITY PLC
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