Civic Intelligence

Robert L Mccarthy Charitable Trust

990PF • Fiscal year 2023 • EIN 85-3138236

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 17, 2024

Organization Profile
2 Forest Hill DriveLake St Louis, MO 63367

(636) 466-1921

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

Higher debt load relative to assets than 19% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Liabilities / Revenue

18th percentile

0.00x

Higher debt load relative to revenue than 18% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Net Margin

4th percentile

-181%

Higher net margin than 4% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Source year 2023

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

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

2023 filings • $10M-$25M nonprofits • Source year 2023

Asset Growth

14th percentile

-5.5%

Faster asset growth than 14% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Revenue Growth

72nd percentile

21%

Faster revenue growth than 72% of similar nonprofits.

2023 filings • $10M-$25M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$11,884,664

Down $697,856 (-5.5%) from 2022

Net Assets

Down

$11,884,664

Down $697,856 (-5.5%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin4th percentile

Revenue

Up

$385,312

Up $65,701 (+21%) from 2022

Expenses

Down

$1,083,168

Down $1,040,055 (-49%) from 2022

Net Income

Up

-$697,856

Up $1,105,756 (+61%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth14th percentile

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

$15M$10M$5.0M$0Assets 2021: $14,386,132Liabilities 2021: $1Net Assets 2021: $14,386,1322021Assets 2022: $12,582,520Liabilities 2022: $1Net Assets 2022: $12,582,5202022Assets 2023: $11,884,664Liabilities 2023: $1Net Assets 2023: $11,884,6642023Assets 2024: $8,996,701Liabilities 2024: $0Net Assets 2024: $8,996,7012024

Highlighted filing

2023

Assets$11,884,664
Liabilities$1
Net Assets$11,884,664
Open 2023 Filing

Operations Trend

Revenue Growth72nd percentile

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

$20M$10M$0-$10MRevenue 2021: $17,590,697Expenses 2021: $3,204,565Net Income 2021: $14,386,1322021Revenue 2022: $319,611Expenses 2022: $2,123,223Net Income 2022: -$1,803,6122022Revenue 2023: $385,312Expenses 2023: $1,083,168Net Income 2023: -$697,8562023Revenue 2024: $536,228Expenses 2024: $3,424,191Net Income 2024: -$2,887,9632024

Highlighted filing

2023

Revenue$385,312
Expenses$1,083,168
Net Income-$697,856
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 17, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEANNE BESSELSENTrustee-$0--
DANIELLE MCCARTHYTrustee-$0--
ELIZABETH MCCARTHYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Robert L Mccarthy Charitable Trust
EIN
85-3138236
Phone
6364661921
Address
2 FOREST HILL DRIVE, LAKE ST LOUIS, MO 63367

Signing Officer

Name
Jeanne Besselsen
Title
Trustee
Phone
6364661921
Signed
2024-04-17
Discuss with paid preparer
Yes

Preparer

Firm
Anders Minkler Huber & Helm Llp
Address
800 MARKET STREET SUITE 500, ST LOUIS, MO 63101-2501
Preparer
Douglas Mueller Cpapfs
Phone
3146555500
Raw XML Appendix334 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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IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt01306244
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02317982
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TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
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TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01498
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROBERT L MCCARTHY CHARITABLE TRUST
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ReturnHeader/Filer/EIN0853138236
ReturnHeader/Filer/PhoneNum06364661921
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ReturnHeader/Filer/USAddress/CityNm0LAKE ST LOUIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd063367
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0430831507
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDERS MINKLER HUBER & HELM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0800 MARKET STREET SUITE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ST LOUIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0631012501
ReturnHeader/PreparerPersonGrp/PhoneNum03146555500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DOUGLAS MUELLER CPAPFS
ReturnHeader/ReturnTs02024-05-06T12:11:42-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JEANNE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BESSELSEN
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,884,664
Liabilities
$1
Net assets
$11,884,664
Revenue
$385,312
Expenses
$1,083,168
Net income
-$697,856
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.00$0.00$9.00$0.54$3.42$2.89
2023Detailed filing. Detailed filing data is available for this year.$11.9$0.00$11.9$0.39$1.08$0.70
2022Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$0.32$2.12$1.80
2021Detailed filing. Detailed filing data is available for this year.$14.4$0.00$14.4$17.6$3.20$14.4