Civic Intelligence

Phil N Allen Charitable Trust

990PF • Fiscal year 2025 • EIN 95-6766982

Jul 01, 2024 to Jun 30, 2025 • Filed on Oct 13, 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

28th percentile

0.00x

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

2025 filings • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

28th percentile

0.00x

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

2025 filings • $1M-$5M nonprofits • Source year 2025

Net Margin

16th percentile

-15%

Higher net margin than 16% of similar nonprofits.

2025 filings • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

56th percentile

$36,455

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 19.2% of source-year revenue.

2025 filings • $1M-$5M nonprofits • Source year 2025

Asset Growth

32nd percentile

-0.7%

Faster asset growth than 32% of similar nonprofits.

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

Revenue Growth

12th percentile

-22%

Faster revenue growth than 12% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets28th percentile

Assets

Down

$2,502,081

Down $18,574 (-0.7%) from 2024

Net Assets

Down

$2,502,081

Down $18,574 (-0.7%) from 2024

Liabilities

Flat

$0

Flat from 2024

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin16th percentile

Revenue

Down

$189,894

Down $54,290 (-22%) from 2024

Expenses

Up

$218,100

Up $24,800 (+13%) from 2024

Net Income

Down

-$28,206

Down $79,090 (-155%) from 2024

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,643,677Liabilities 2011: $02011Assets 2012: $2,495,414Liabilities 2012: $02012Assets 2013: $2,549,287Liabilities 2013: $02013Assets 2014: $2,531,758Liabilities 2014: $02014Assets 2015: $2,753,944Liabilities 2015: $02015Assets 2016: $2,710,360Liabilities 2016: $02016Assets 2019: $2,812,760Liabilities 2019: $0Net Assets 2019: $2,812,7602019Assets 2020: $2,735,840Liabilities 2020: $0Net Assets 2020: $2,735,8402020Assets 2021: $2,775,868Liabilities 2021: $0Net Assets 2021: $2,775,8682021Assets 2022: $2,685,676Liabilities 2022: $0Net Assets 2022: $2,685,6762022Assets 2023: $2,469,343Liabilities 2023: $0Net Assets 2023: $2,469,3432023Assets 2024: $2,520,655Liabilities 2024: $0Net Assets 2024: $2,520,6552024Assets 2025: $2,502,081Liabilities 2025: $0Net Assets 2025: $2,502,0812025

Highlighted filing

2025

Assets$2,502,081
Liabilities$0
Net Assets$2,502,081
Open 2025 Filing

Operations Trend

Revenue Growth12th percentile

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

$400K$200K$0-$200K-$400KRevenue 2011: $111,637Expenses 2011: $254,518Net Income 2011: -$142,8812011Revenue 2012: $41,711Expenses 2012: $192,246Net Income 2012: -$150,5352012Revenue 2013: $104,189Expenses 2013: $33,314Net Income 2013: $70,8752013Revenue 2014: $135,184Expenses 2014: $150,424Net Income 2014: -$15,2402014Revenue 2015: $285,943Expenses 2015: $54,975Net Income 2015: $230,9682015Revenue 2016: $181,246Expenses 2016: $218,565Net Income 2016: -$37,3192016Revenue 2019: $250,022Expenses 2019: $185,123Net Income 2019: $64,8992019Revenue 2020: $99,430Expenses 2020: $180,816Net Income 2020: -$81,3862020Revenue 2021: $228,211Expenses 2021: $187,372Net Income 2021: $40,8392021Revenue 2022: $121,263Expenses 2022: $211,627Net Income 2022: -$90,3642022Revenue 2023: $3,385Expenses 2023: $219,975Net Income 2023: -$216,5902023Revenue 2024: $244,184Expenses 2024: $193,300Net Income 2024: $50,8842024Revenue 2025: $189,894Expenses 2025: $218,100Net Income 2025: -$28,2062025

Highlighted filing

2025

Revenue$189,894
Expenses$218,100
Net Income-$28,206
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 13, 2025
Return Version
2024v5.2
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK N ATrustee-$36,455-$36,455
DAN K SIEGELCo-Trustee-$12,152-$12,152
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE BOARD OF TRUSTEES OF THE LELAND STANGENERAL OPERATING PURPOSESPCREDWOOD CITY, CA, US$125,000
Paid GrantSAN FRANCISCO FOUNDATIONGENERAL OPERATINGPCSAN FRANCISCO, CA, US$20,000
Paid GrantMEMORIAL SLOANKETTERING CANCERGENERAL OPERATINGPCNEW YORK, NY, US$5,000
Paid GrantREGENTS OF THE UNIVERSITY OF CALIFORNIAGENERAL OPERATINGPCLA JOLLA, CA, US$5,000
Filing and Contact Details

Filer

Filer Name
Allen Phil N Tua Main
EIN
95-6766982
Phone
8887304933
Address
PO BOX 505 MAC H0006-092, SAINT LOUIS, MO 63166

Signing Officer

Name
-
Title
Trustee
Phone
8887304933
Signed
2025-10-13
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/StockNm37032095101 AMPHENOL CORP CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38040413106 ARISTA NETWORKS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3904247X102 ARMSTRONG WORLD INDU
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40084423102 BERKLEY W R CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41113004105 BROOKFIELD ASSET MAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42115236101 BROWN & BROWN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43115637209 BROWN FORMAN CORP CL
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46143130102 CARMAX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47217204106 COPART INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48256746108 DOLLAR TREE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49302130109 EXPEDITORS INTL WASH
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54530307305 LIBERTY BROADBAND CO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59778296103 ROSS STORES INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63G0450A105 ARCH CAPITAL GROUP L
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6400724F101 ADOBE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65229899109 CULLEN FROST BANKERS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6643300A203 HILTON WORLDWIDE HOL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67504922105 LABCORP HOLDINGS INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76384109104 GRACO INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79512807306 LAM RESH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80536797103 LITHIA MOTORS INC CL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81571748102 MARSH & MCLENNAN COS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8258506Q109 MEDPACE HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83620076307 MOTOROLA SOLUTIONS,
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Filings

Displayed year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,502,081
Liabilities
$0
Net assets
$2,502,081
Revenue
$189,894
Expenses
$218,100
Net income
-$28,206
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.50$0.00$2.50$0.19$0.22$0.03
2024Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.24$0.19$0.05
2023Detailed filing. Detailed filing data is available for this year.$2.47$0.00$2.47$0.00$0.22$0.22
2022Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.12$0.21$0.09
2021Detailed filing. Detailed filing data is available for this year.$2.78$0.00$2.78$0.23$0.19$0.04
2020Detailed filing. Detailed filing data is available for this year.$2.74$0.00$2.74$0.10$0.18$0.08
2019Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.25$0.19$0.06
2016Summary only. Only limited summary data is available for this year.$2.71$0.00$0.18$0.22$0.04
2015Summary only. Only limited summary data is available for this year.$2.75$0.00$0.29$0.05$0.23
2014Summary only. Only limited summary data is available for this year.$2.53$0.00$0.14$0.15$0.02
2013Summary only. Only limited summary data is available for this year.$2.55$0.00$0.10$0.03$0.07
2012Summary only. Only limited summary data is available for this year.$2.50$0.00$0.04$0.19$0.15
2011Summary only. Only limited summary data is available for this year.$2.64$0.00$0.11$0.25$0.14