Civic Intelligence

Wedgwood Trustee Association

EIN 43-0902811 • 501(c)4 • Florissant, MO

Profile

To hold assocation fees in trust

P O Box 2316Florissant, MO 63032
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

61st percentile

0.00x

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

501(c)4 • <$500k nonprofits • Source year 2024

Net Margin

36th percentile

-5.1%

Higher net margin than 36% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2024

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2024

Asset Growth

44th percentile

-4.6%

Faster asset growth than 44% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

66th percentile

8.6%

Faster revenue growth than 66% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$128,125

Down $6,199 (-4.6%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$128,125

Down $6,199 (-4.6%) from 2023

Operations
Liabilities / Revenue61st percentileNet Margin36th percentile

Revenue

Up

$121,229

Up $9,600 (+8.6%) from 2023

Expenses

Up

$127,428

Up $62,506 (+96%) from 2023

Net Income

Down

-$6,199

Down $52,906 (-113%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

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

$150K$100K$50K$0Assets 2011: $51,580Liabilities 2011: $02011Assets 2012: $45,297Liabilities 2012: $02012Assets 2013: $43,872Liabilities 2013: $02013Assets 2014: $41,738Liabilities 2014: $02014Assets 2015: $51,165Liabilities 2015: $02015Assets 2016: $61,297Liabilities 2016: $02016Assets 2017: $57,718Liabilities 2017: $02017Assets 2018: $53,147Liabilities 2018: $02018Assets 2019: $52,126Liabilities 2019: $0Net Assets 2019: $52,1262019Assets 2020: $55,232Liabilities 2020: $0Net Assets 2020: $55,2322020Assets 2021: $45,728Liabilities 2021: $0Net Assets 2021: $45,7282021Assets 2022: $87,617Liabilities 2022: $0Net Assets 2022: $87,6172022Assets 2023: $134,324Liabilities 2023: $0Net Assets 2023: $134,3242023Assets 2024: $128,125Liabilities 2024: $0Net Assets 2024: $128,1252024

Highlighted filing

2024

Assets$128,125
Liabilities$0
Net Assets$128,125
Open 2024 Filing

Operations Trend

Revenue Growth66th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $27,518Expenses 2011: $27,355Net Income 2011: $1632011Revenue 2012: $27,773Expenses 2012: $34,056Net Income 2012: -$6,2832012Revenue 2013: $37,544Expenses 2013: $38,972Net Income 2013: -$1,4282013Revenue 2014: $23,282Expenses 2014: $25,416Net Income 2014: -$2,1342014Revenue 2015: $24,867Expenses 2015: $15,439Net Income 2015: $9,4282015Revenue 2016: $25,530Expenses 2016: $15,398Net Income 2016: $10,1322016Revenue 2017: $25,118Expenses 2017: $28,023Net Income 2017: -$2,9052017Revenue 2018: $30,806Expenses 2018: $32,240Net Income 2018: -$1,4342018Revenue 2019: $30,021Expenses 2019: $31,042Net Income 2019: -$1,0212019Revenue 2020: $41,073Expenses 2020: $37,967Net Income 2020: $3,1062020Revenue 2021: $27,861Expenses 2021: $37,523Net Income 2021: -$9,6622021Revenue 2022: $116,296Expenses 2022: $74,407Net Income 2022: $41,8892022Revenue 2023: $111,629Expenses 2023: $64,922Net Income 2023: $46,7072023Revenue 2024: $121,229Expenses 2024: $127,428Net Income 2024: -$6,1992024

Highlighted filing

2024

Revenue$121,229
Expenses$127,428
Net Income-$6,199
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$128,125
Liabilities
$0
Net assets
$128,125
Revenue
$121,229
Expenses
$127,428
Net income
-$6,199
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$1.21$1.27$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$0.00$1.34$1.12$0.65$0.47
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.88$0.00$0.88$1.16$0.74$0.42
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.46$0.00$0.46$0.28$0.38$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.55$0.00$0.55$0.41$0.38$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.52$0.00$0.52$0.30$0.31$0.01
2018Summary only. Only limited summary data is available for this year.$0.53$0.00$0.31$0.32$0.01
2017Summary only. Only limited summary data is available for this year.$0.58$0.00$0.25$0.28$0.03
2016Summary only. Only limited summary data is available for this year.$0.61$0.00$0.26$0.15$0.10
2015Summary only. Only limited summary data is available for this year.$0.51$0.00$0.25$0.15$0.09
2014Summary only. Only limited summary data is available for this year.$0.42$0.00$0.23$0.25$0.02
2013Summary only. Only limited summary data is available for this year.$0.44$0.00$0.38$0.39$0.01
2012Summary only. Only limited summary data is available for this year.$0.45$0.00$0.28$0.34$0.06
2011Summary only. Only limited summary data is available for this year.$0.52$0.00$0.28$0.27$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 15, 2025
Return Version
2024v5.2
Gross Receipts
$121,229
Mission and Program Overview

Mission

To hold assocation fees in trust

Program Services

DescriptionGrantsExpenses
N/A-$0
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT REEVESChairman-$0--
JERREL MONTGOMERYVice-Chairman-$0--
CHASTITY WARNERSecretary-$0--
SHELLIA BELLTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Wedgwood Trustee Association
EIN
43-0902811
In Care Of
% JERRELL MONTGOMERY
Address
P O BOX 2316, FLORISSANT, MO 63032

Signing Officer

Name
Jerrell Montgomery
Title
Co Chairman
Phone
3144957242
Signed
2025-05-15
Discuss with paid preparer
Yes

Preparer

Firm
County Accounting and Tax Service
Address
1135 N Highway 67 St, Florissant, MO 63031
Preparer
Mila Sue Thomas
Phone
3148316000
Supplemental Narrative

Additional Explanations

Description of other revenue Part I line 8

“Description AmountRECORDING & RELEASING 1,713INTEREST ON DELINQUENT ASSESSMENTS 2,177COLLECTION FEE C&V 1,756INSURANCE CLAIM 5,990INTEREST FROM INVESTMENTS 1,415”

Description of other expenses Part I line 16

“Description AmountINSURANCE 20,562RECORDING & RELEASING FEE C&V 2,054COLLECTION LIENS, POSTAGE C&V 825MISCELLANEOUS 482COLLECTION FEES C&V 8,817PPSTAGE C&V 799”

Raw XML Appendix114 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JANICE WOODS
IRS990EZ/BooksInCareOfDetail/PhoneNum03144957242
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0P O BOX 2316
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0FLORISSANT
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd063032
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0134324
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0128125
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-6199
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt04593
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0134324
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0128125
IRS990EZ/GrossReceiptsAmt0121229
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt0108178
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0134324
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0128125
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0134324
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0128125
IRS990EZ/OccupancyRentUtltsAndMaintAmt085473
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt04.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt22.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROBERT REEVES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JERREL MONTGOMERY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CHASTITY WARNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SHELLIA BELL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE-CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherExpensesTotalAmt033539
IRS990EZ/OtherRevenueTotalAmt013051
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO HOLD ASSOCATION FEES IN TRUST
IRS990EZ/PrintingPublicationsPostageAmt03823
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0N/A
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0MO
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0127428
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0121229
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountRECORDING & RELEASING 1,713INTEREST ON DELINQUENT ASSESSMENTS 2,177COLLECTION FEE C&V 1,756INSURANCE CLAIM 5,990INTEREST FROM INVESTMENTS 1,415
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountINSURANCE 20,562RECORDING & RELEASING FEE C&V 2,054COLLECTION LIENS, POSTAGE C&V 825MISCELLANEOUS 482COLLECTION FEES C&V 8,817PPSTAGE C&V 799
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other revenue Part I line 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Description of other expenses Part I line 16
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JERRELL MONTGOMERY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum03144957242
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WEDGWOOD TRUSTEE ASSOCIATION
ReturnHeader/Filer/BusinessNameControlTxt0WEDG
ReturnHeader/Filer/EIN0430902811
ReturnHeader/Filer/InCareOfNm0% JERRELL MONTGOMERY
ReturnHeader/Filer/USAddress/AddressLine1Txt0P O BOX 2316
ReturnHeader/Filer/USAddress/CityNm0FLORISSANT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd063032
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0430959075
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0County Accounting and Tax Service
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01135 N Highway 67 St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Florissant
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd063031
ReturnHeader/PreparerPersonGrp/PhoneNum03148316000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-08-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MILA SUE THOMAS
ReturnHeader/ReturnTs02025-08-25T19:13:10-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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