Civic Intelligence

Gladys Batzer Trust

990PF • Fiscal year 2024 • EIN 94-6057664

Oct 01, 2023 to Sep 30, 2024 • Filed on Jan 09, 2025

Organization Profile
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

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

18th percentile

-20%

Higher net margin than 18% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

53rd percentile

$19,649

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 28.3% of source-year revenue.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

32nd percentile

-1.2%

Faster asset growth than 32% of similar nonprofits.

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

Revenue Growth

83rd percentile

70%

Faster revenue growth than 83% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Down

$1,095,488

Down $13,789 (-1.2%) from 2023

Net Assets

Down

$1,095,488

Down $13,789 (-1.2%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin18th percentile

Revenue

Up

$69,369

Up $28,574 (+70%) from 2023

Expenses

Down

$83,014

Down $7,202 (-8.0%) from 2023

Net Income

Up

-$13,645

Up $35,776 (+72%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,294,622Liabilities 2011: $02011Assets 2012: $1,257,638Liabilities 2012: $02012Assets 2013: $1,255,693Liabilities 2013: $02013Assets 2014: $1,231,862Liabilities 2014: $02014Assets 2015: $1,203,784Liabilities 2015: $02015Assets 2019: $1,144,633Liabilities 2019: $0Net Assets 2019: $1,144,6332019Assets 2020: $1,171,655Liabilities 2020: $0Net Assets 2020: $1,171,6552020Assets 2021: $1,226,736Liabilities 2021: $0Net Assets 2021: $1,226,7362021Assets 2022: $1,158,642Liabilities 2022: $0Net Assets 2022: $1,158,6422022Assets 2023: $1,109,277Liabilities 2023: $0Net Assets 2023: $1,109,2772023Assets 2024: $1,095,488Liabilities 2024: $0Net Assets 2024: $1,095,4882024Assets 2025: $1,119,285Liabilities 2025: $0Net Assets 2025: $1,119,2852025

Highlighted filing

2024

Assets$1,095,488
Liabilities$0
Net Assets$1,095,488
Open 2024 Filing

Operations Trend

Revenue Growth83rd percentile

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

$200K$100K$0-$100KRevenue 2011: $59,421Expenses 2011: $52,354Net Income 2011: $7,0672011Revenue 2012: $51,145Expenses 2012: $83,075Net Income 2012: -$31,9302012Revenue 2013: $86,447Expenses 2013: $87,504Net Income 2013: -$1,0572013Revenue 2014: $57,231Expenses 2014: $80,436Net Income 2014: -$23,2052014Revenue 2015: $65,034Expenses 2015: $90,709Net Income 2015: -$25,6752015Revenue 2019: $44,309Expenses 2019: $87,520Net Income 2019: -$43,2112019Revenue 2020: $114,028Expenses 2020: $86,277Net Income 2020: $27,7512020Revenue 2021: $144,082Expenses 2021: $85,524Net Income 2021: $58,5582021Revenue 2022: $20,570Expenses 2022: $89,125Net Income 2022: -$68,5552022Revenue 2023: $40,795Expenses 2023: $90,216Net Income 2023: -$49,4212023Revenue 2024: $69,369Expenses 2024: $83,014Net Income 2024: -$13,6452024Revenue 2025: $113,476Expenses 2025: $89,144Net Income 2025: $24,3322025

Highlighted filing

2024

Revenue$69,369
Expenses$83,014
Net Income-$13,645
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Jan 9, 2025
Return Version
2023v6.0
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK N ATrustee-$19,649-$19,649
Filing and Contact Details

Filer

Filer Name
Gladys Batzer Trust
EIN
94-6057664
Phone
8887304933
Address
PO BOX 505 MAC H0006-092, SAINT LOUIS, MO 63166

Signing Officer

Name
-
Title
Trustee
Phone
8887304933
Signed
2025-01-09
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/CategoryOrItemTxt59907818108 UNION PACIFIC CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt60MIX072992 HARRIS CO. TX LOTS 1
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt63609207105 MONDELEZ INTERNATION
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt64254687106 WALT DISNEY CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt65512807108 LAM RESEARCH CORP CO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6691324P102 UNITEDHEALTH GROUP I
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt67H42097107 UBS GROUP AG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6858933Y105 MERCK & CO INC NEW
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6946434G103 ISHARES CORE MSCI EM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7046090F100 INVESCO OPTIMUM YIEL
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7274256W626 PRINCIPAL HIGH YIELD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt73031162100 AMGEN INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt74904784709 UNILEVER N.V. - ADR
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt75871829107 SYSCO CORP
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7609857L108 BOOKING HOLDINGS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt77G5960L103 MEDTRONIC PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt78693390841 PIMCO HIGH YIELD FD-
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8094106L109 WASTE MANAGEMENT INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt81891160509 TORONTO DOMINION BK
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8474440Y884 PGIM HIGH YIELD-Q 10
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8509260D107 BLACKSTONE GROUP INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8611135F101 BROADCOM INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8792826C839 VISA INC-CLASS A SHR
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8975513E101 RAYTHEON TECHNOLOGIE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt90464287226 ISHARES CORE U.S. AG
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt91H2906T109 GARMIN LTD
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt92872365713 TCW EMRG MRKTS INC-P
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt95722005667 PIMCO COMMODITY REAL
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9646434V613 ISHARES CORE TOTAL B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt97464288281 ISHARES JP MORGAN US
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9833739H101 FIRST TRUST GLOBAL T
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9946432F842 ISHARES CORE MSCI EA
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10072201R833 PIMCO ENHANCED SHORT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt101921937793 VANGUARD LONG-TERM B
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10246435U853 ISHARES BROAD USD HI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10392206C664 VANGUARD RUSSELL 200
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt104G87052109 TE CONNECTIVITY PLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt01
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt227491
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt3137455
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt442746
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt5187350
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt645032
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt772094
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt888246
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt928404
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1091162
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1158245
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1245395
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt136946
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt041448
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
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IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt017684
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IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt060000
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IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt041448
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IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0309475
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IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt050013
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt00
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IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0680
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt083014
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt069369
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03285
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt019356
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt023014
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IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02021-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12022-10-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22021-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32016-10-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42023-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52021-10-12
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62023-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72023-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt82019-11-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt92015-10-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt102023-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt112023-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt122021-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt132023-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt142022-06-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt152023-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt162010-10-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt172022-12-06
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt182020-11-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt192022-08-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt202023-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt212021-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt222023-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt232021-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt242023-08-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt252023-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt262020-02-04
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt272023-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt282021-10-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt292023-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt302014-06-10
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt312021-03-25
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt322021-10-22
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt332018-10-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt342017-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt352020-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt362021-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt372023-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt382021-07-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt392016-11-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt402017-10-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt412023-06-15
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt422020-05-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt432023-05-09

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Filings

Displayed year

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

Open filing
Assets
$1,095,488
Liabilities
$0
Net assets
$1,095,488
Revenue
$69,369
Expenses
$83,014
Net income
-$13,645
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.11$0.09$0.02
2024Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.07$0.08$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.11$0.00$1.11$0.04$0.09$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.02$0.09$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.14$0.09$0.06
2020Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.11$0.09$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.04$0.09$0.04
2015Summary only. Only limited summary data is available for this year.$1.20$0.00$0.07$0.09$0.03
2014Summary only. Only limited summary data is available for this year.$1.23$0.00$0.06$0.08$0.02
2013Summary only. Only limited summary data is available for this year.$1.26$0.00$0.09$0.09$0.00
2012Summary only. Only limited summary data is available for this year.$1.26$0.00$0.05$0.08$0.03
2011Summary only. Only limited summary data is available for this year.$1.29$0.00$0.06$0.05$0.01