Civic Intelligence

Lewis Cathy K Charitable Foundation

EIN 83-1872703 • 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 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

77th percentile

28%

Higher net margin than 77% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

67th percentile

$78,283

Higher top officer pay than 67% of similar nonprofits.

Top officer pay equals 18.9% of source-year revenue.

$1M-$5M nonprofits • Source year 2024

Asset Growth

50th percentile

2.6%

Faster asset growth than 50% of similar nonprofits.

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

Revenue Growth

55th percentile

12%

Faster revenue growth than 55% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$4,671,248

Up $119,047 (+2.6%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Net Assets

Up

$4,671,248

Up $119,047 (+2.6%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin77th percentile

Revenue

Up

$413,159

Up $42,837 (+12%) from 2023

Expenses

Up

$295,527

Up $26,551 (+9.9%) from 2023

Net Income

Up

$117,632

Up $16,286 (+16%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth50th percentile

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

$6.0M$4.0M$2.0M$0Assets 2020: $4,144,606Liabilities 2020: $02020Assets 2021: $3,811,701Liabilities 2021: $1Net Assets 2021: $3,811,7012021Assets 2022: $4,455,215Liabilities 2022: $1Net Assets 2022: $4,455,2152022Assets 2023: $4,552,201Liabilities 2023: $1Net Assets 2023: $4,552,2012023Assets 2024: $4,671,248Liabilities 2024: $0Net Assets 2024: $4,671,2482024

Highlighted filing

2024

Assets$4,671,248
Liabilities$0
Net Assets$4,671,248
Open 2024 Filing

Operations Trend

Revenue Growth55th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2020: $64,575Expenses 2020: $293,164Net Income 2020: -$228,5892020Revenue 2021: $271,810Expenses 2021: $272,245Net Income 2021: -$4352021Revenue 2022: $1,002,841Expenses 2022: $317,928Net Income 2022: $684,9132022Revenue 2023: $370,322Expenses 2023: $268,976Net Income 2023: $101,3462023Revenue 2024: $413,159Expenses 2024: $295,527Net Income 2024: $117,6322024

Highlighted filing

2024

Revenue$413,159
Expenses$295,527
Net Income$117,632
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$4,671,248
Liabilities
$0
Net assets
$4,671,248
Revenue
$413,159
Expenses
$295,527
Net income
$117,632
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.67$0.00$4.67$0.41$0.30$0.12
2023Detailed filing. Detailed filing data is available for this year.$4.55$0.00$4.55$0.37$0.27$0.10
2022Detailed filing. Detailed filing data is available for this year.$4.46$0.00$4.46$1.00$0.32$0.68
2021Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$0.27$0.27$0.00
2020Summary only. Only limited summary data is available for this year.$4.14$0.00$0.06$0.29$0.23
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jul 29, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK N ATrustee-$78,283-$78,283
Filing and Contact Details

Filer

Filer Name
Lewis Cathy K Charitable Foundation
EIN
83-1872703
Phone
8887304933
Address
PO BOX 505 MAC H0006-092, SAINT LOUIS, MO 63166

Signing Officer

Name
-
Title
Trustee
Phone
8887304933
Signed
2025-07-29
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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2746653M849 JOHCM INTERNATIONAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2872201F516 PIMCO E/M LCL CUR &
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2964128R608 NEUBERGER BERMAN LON
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3000191K609 AQR MANAGED FUTURES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31589509207 MERGER FUND-INST #30
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32464287234 ISHARES MSCI EMERGIN
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33872365713 TCW EMRG MRKTS INC-P
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3400888Y847 INVESCO BAL RSK COMM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3504314H758 ARTISAN SMALL CAP FU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3605588E108 BNYM INTL BND-Y
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3730254T643 FPA NEW INCOME FUND-
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38464287440 ISHARES 7-10 YEAR TR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39464288661 ISHARES 3-7 YEAR TRE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4052106N889 LAZARD EMERGING MKTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41693391104 PIMCO REAL RETURN FU
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4278463V107 SPDR GOLD SHARES ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43464288638 ISHARES 5-10Y INV GR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4474316P710 CONGRESS SMALL CAP S
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4592835M414 VIRTUS ALPHASIM MGD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0111330
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt146203
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2184698
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3435260
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt4175824
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5545213
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt668785
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt7159304
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt8101580
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt990060
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt10283954
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1166365
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1271019
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt13131245
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt14189025
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt15164203
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt16165434
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1748342
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1878551
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1954222
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2043911
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2287379
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2394045
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2448905
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt25109344
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2692450
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt27168010
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2879857
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt29100346
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3067554
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3190143
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt32157521
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3346539
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
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd19AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd24AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd25AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd26AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd27AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd28AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd29AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd30AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd31AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd32AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd33AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0164275
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0248252
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0FEDERAL TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt0632
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0413159
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0413159
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02225
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02225
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0248252
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt07828
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt068844
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt078283
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0207750
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0207750
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0153108
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0164275
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0117632
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0745207
IRS990PF/AnalysisOfRevenueAndExpenses/InterestDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0248252
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0330891
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0241
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0241
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0632
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt01384
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt07028
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0217803
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt070469
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0295527
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0401360
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0413159
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt010053
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt070469
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt087777
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingAdjNetIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12023-12-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52018-04-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62024-01-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102018-04-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112018-04-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122023-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132020-12-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152018-04-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162018-04-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172018-04-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182000-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192000-01-01

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