Civic Intelligence

Edward D Jones & Company Foundation

990PF • Fiscal year 2015 • EIN 43-1595600

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 11, 2016

Organization Profile
PO Box 66541St Louis, MO 63166-6541

(314) 515-2000

Siviq Scores

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

Liabilities / Assets

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Liabilities / Revenue

16th percentile

0.00x

Higher debt load relative to revenue than 16% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Net Margin

83rd percentile

32%

Higher net margin than 83% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Source year 2015

Top Officer Pay

19th percentile

$0

Higher top officer pay than 19% of similar nonprofits.

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

2015 filings • $10M-$25M nonprofits • Source year 2015

Asset Growth

85th percentile

16%

Faster asset growth than 85% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Revenue Growth

25th percentile

-8.8%

Faster revenue growth than 25% of similar nonprofits.

2015 filings • $10M-$25M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$22,995,186

Up $3,237,978 (+16%) from 2014

Net Assets

Up

$22,995,186

Up $3,237,978 (+16%) from 2014

Liabilities

Flat

$1

Flat from 2014

Revenue And Expenses
Liabilities / Revenue16th percentileNet Margin83rd percentile

Revenue

Down

$10,023,585

Down $968,769 (-8.8%) from 2014

Expenses

Down

$6,770,143

Down $2,663,318 (-28%) from 2014

Net Income

Up

$3,253,442

Up $1,694,549 (+109%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$80M$60M$40M$20M$0Assets 2011: $14,517,643Liabilities 2011: $02011Assets 2012: $14,841,609Liabilities 2012: $0Net Assets 2012: $14,841,6092012Assets 2013: $18,198,315Liabilities 2013: $1Net Assets 2013: $18,198,3152013Assets 2014: $19,757,208Liabilities 2014: $1Net Assets 2014: $19,757,2082014Assets 2015: $22,995,186Liabilities 2015: $1Net Assets 2015: $22,995,1862015Assets 2016: $25,238,648Liabilities 2016: $0Net Assets 2016: $25,238,6482016Assets 2017: $26,276,458Liabilities 2017: $20,000Net Assets 2017: $26,256,4582017Assets 2018: $28,475,324Liabilities 2018: $0Net Assets 2018: $28,475,3242018Assets 2019: $29,134,074Liabilities 2019: $1Net Assets 2019: $29,134,0742019Assets 2020: $25,705,897Liabilities 2020: $285,600Net Assets 2020: $25,420,2972020Assets 2021: $57,937,606Liabilities 2021: $384,750Net Assets 2021: $57,552,8562021Assets 2022: $77,533,882Liabilities 2022: $0Net Assets 2022: $77,533,8822022

Highlighted filing

2015

Assets$22,995,186
Liabilities$1
Net Assets$22,995,186
Open 2015 Filing

Operations Trend

Revenue Growth25th percentile

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

$60M$40M$20M$0-$20MRevenue 2011: $7,561,104Expenses 2011: $5,832,436Net Income 2011: $1,728,6682011Expenses 2012: $1,6572012Revenue 2013: $6,079,374Expenses 2013: $2,722,668Net Income 2013: $3,356,7062013Revenue 2014: $10,992,354Expenses 2014: $9,433,461Net Income 2014: $1,558,8932014Revenue 2015: $10,023,585Expenses 2015: $6,770,143Net Income 2015: $3,253,4422015Revenue 2016: $9,965,731Expenses 2016: $7,722,269Net Income 2016: $2,243,4622016Revenue 2017: $8,520,414Expenses 2017: $7,502,604Net Income 2017: $1,017,8102017Revenue 2018: $9,410,513Expenses 2018: $7,191,647Net Income 2018: $2,218,8662018Revenue 2019: $8,640,673Expenses 2019: $7,981,923Net Income 2019: $658,7502019Revenue 2020: $7,824,953Expenses 2020: $11,538,730Net Income 2020: -$3,713,7772020Revenue 2021: $44,940,612Expenses 2021: $12,808,053Net Income 2021: $32,132,5592021Revenue 2022: $35,159,593Expenses 2022: $15,178,567Net Income 2022: $19,981,0262022

Highlighted filing

2015

Revenue$10,023,585
Expenses$6,770,143
Net Income$3,253,442
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 11, 2016
Return Version
2015v2.1
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jim WeddleChairman-$0--
Kevin BastienTrustee-$0--
Norm EakerTrustee-$0--
Filing and Contact Details

Filer

Filer Name
The Edward D Jones & Co Foundation
EIN
43-1595600
In Care Of
% EDWARD D JONES & CO LP
Phone
3145152000
Address
PO BOX 66541, ST LOUIS, MO 63166-6541

Signing Officer

Name
Kevin Bastien
Title
Trustee
Phone
3145152000
Signed
2016-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
100 SOUTH 4TH ST SUITE 300, ST LOUIS, MO 63102
Preparer
Danielle Dodge
Phone
3143424900
Raw XML AppendixShowing 400 of 813 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/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt012555 MANCHESTER ROAD
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7COMMUNITY SERVICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8COMMUNITY SERVICE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt21COMMUNITY SERVICE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt26HEALTH/HUMAN SERVICES
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt28COMMUNITY SERVICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt29COMMUNITY SERVICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt30COMMUNITY SERVICE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt42COMMUNITY SERVICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt43COMMUNITY SERVICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt44EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt45EDUCATION
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt47COMMUNITY SERVICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0AMERICAN NATIONAL RED CROSS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1ARTS & EDUCATION COUNCIL OF GREATER ST LOUIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ASSISTANCE LEAGUE OF ST LOUIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3BIG BROTHERS BIG SISTERS OF EASTERN MISSOURI
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4CIVIC PROGRESS INC

Document Assets

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Filings

Displayed year

2015 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,995,186
Liabilities
$1
Net assets
$22,995,186
Revenue
$10,023,585
Expenses
$6,770,143
Net income
$3,253,442
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$77.5$0.00$77.5$35.2$15.2$20.0
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$57.9$0.38$57.6$44.9$12.8$32.1
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.7$0.29$25.4$7.82$11.5$3.71
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.1$0.00$29.1$8.64$7.98$0.66
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.5$0.00$28.5$9.41$7.19$2.22
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$26.3$0.02$26.3$8.52$7.50$1.02
2016Detailed filing. Detailed filing data is available for this year.$25.2$0.00$25.2$9.97$7.72$2.24
2015Detailed filing. Detailed filing data is available for this year.$23.0$0.00$23.0$10.0$6.77$3.25
2014Detailed filing. Detailed filing data is available for this year.$19.8$0.00$19.8$11.0$9.43$1.56
2013Detailed filing. Detailed filing data is available for this year.$18.2$0.00$18.2$6.08$2.72$3.36
2012Detailed filing. Detailed filing data is available for this year.$14.8$0.00$14.8$0.00
2011Summary only. Only limited summary data is available for this year.$14.5$0.00$7.56$5.83$1.73