Civic Intelligence

Jewell Nickols Educational Trust

EIN 43-6420923 • 501(c)3 • Kansas City, MO

Profile

To provide grants to students enrolled in the school of agriculture at the university of missouri in columbia, mo.

PO Box 419248Kansas City, MO 64141-6248

n/A

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2025

Net Margin

35th percentile

-2.0%

Higher net margin than 35% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

58th percentile

$12,011

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 29.7% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2025

Asset Growth

41st percentile

-0.1%

Faster asset growth than 41% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

85th percentile

63%

Faster revenue growth than 85% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Down

$798,792

Down $794 (-0.1%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$798,792

Down $794 (-0.1%) from 2024

Revenue

Up

$40,440

Up $15,640 (+63%) from 2024

Expenses

Up

$41,234

Up $872 (+2.2%) from 2024

Net Income

Up

-$794

Up $14,768 (+95%) from 2024

Trend Graphs

Balance Sheet Trend

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

$1.0M$500K$0Assets 2013: $720,753Liabilities 2013: $0Net Assets 2013: $720,7532013Assets 2014: $729,397Liabilities 2014: $0Net Assets 2014: $729,3972014Assets 2015: $759,521Liabilities 2015: $0Net Assets 2015: $759,5212015Assets 2016: $779,570Liabilities 2016: $0Net Assets 2016: $779,5702016Assets 2017: $789,370Liabilities 2017: $0Net Assets 2017: $789,3702017Assets 2018: $767,838Liabilities 2018: $0Net Assets 2018: $767,8382018Assets 2019: $775,399Liabilities 2019: $0Net Assets 2019: $775,3992019Assets 2020: $751,571Liabilities 2020: $0Net Assets 2020: $751,5712020Assets 2021: $808,422Liabilities 2021: $0Net Assets 2021: $808,4222021Assets 2022: $838,049Liabilities 2022: $0Net Assets 2022: $838,0492022Assets 2023: $815,149Liabilities 2023: $0Net Assets 2023: $815,1492023Assets 2024: $799,586Liabilities 2024: $0Net Assets 2024: $799,5862024Assets 2025: $798,792Liabilities 2025: $0Net Assets 2025: $798,7922025

Highlighted filing

2025

Assets$798,792
Liabilities$0
Net Assets$798,792

Operations Trend

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

$100K$50K$0-$50KRevenue 2013: $32,813Expenses 2013: $53,968Net Income 2013: -$21,1552013Revenue 2014: $35,137Expenses 2014: $26,493Net Income 2014: $8,6442014Revenue 2015: $53,458Expenses 2015: $23,334Net Income 2015: $30,1242015Revenue 2016: $35,529Expenses 2016: $15,483Net Income 2016: $20,0462016Revenue 2017: $48,595Expenses 2017: $38,876Net Income 2017: $9,7192017Revenue 2018: $44,438Expenses 2018: $65,968Net Income 2018: -$21,5302018Revenue 2019: $48,916Expenses 2019: $41,357Net Income 2019: $7,5592019Revenue 2020: $16,126Expenses 2020: $39,954Net Income 2020: -$23,8282020Revenue 2021: $97,812Expenses 2021: $40,965Net Income 2021: $56,8472021Revenue 2022: $73,665Expenses 2022: $44,039Net Income 2022: $29,6262022Revenue 2023: $21,626Expenses 2023: $44,522Net Income 2023: -$22,8962023Revenue 2024: $24,800Expenses 2024: $40,362Net Income 2024: -$15,5622024Revenue 2025: $40,440Expenses 2025: $41,234Net Income 2025: -$7942025

Highlighted filing

2025

Revenue$40,440
Expenses$41,234
Net Income-$794

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Jul 28, 2025
Return Version
2024v5.2
Gross Receipts
$145,352
Mission and Program Overview

Mission

To provide grants to students enrolled in the school of agriculture at the university of missouri in columbia, mo.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$799,586$798,792▼ $794
Investments Other Securities$475,858$420,400▼ $55,458
Investments in Publicly Traded Securities$309,732$365,355▲ $55,623
Cash and Non-Interest-Bearing Accounts$13,996$13,037▼ $959
Total Assets$799,586$798,792▼ $794
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$799,586$798,792▼ $794
Total Liabilities and Net Assets / Fund Balance$799,586$798,792▼ $794

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$218,581--
Compensation and Service Providers

Employees

NameTitleBaseTotal
-Trustee$12,011$12,011
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$40,440
Other Revenue
$0
Change in Net Assets
$-794
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$29,223
Salaries, Compensation, and Employee Benefits$12,011
Other Expenses$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$29,223--$29,223
Current Officers, Directors, Trustees, and Key Employees-$12,011-$12,011
Total Functional Expenses$29,223$12,011$0$41,234
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11-description of Process for Review

Commerce trust tax department reviews the 990 before it is filed.

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

Commerce trust is trustee and follows commerce bank's conflict of interest policy.

FORM 990, PAGE 6, PART VI, LINE 15A

Compensation is based on commerce trust's published fee schedule.

FORM 990, PAGE 6, PART VI, LINE 15B

Compensation is based on commerce trust's published fee schedule.

Form 990, Page 6, Part VI, Line 19

All documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Jewell Nickols Educational Trust
EIN
43-6420923
Phone
8162365871
Address
PO BOX 419248, KANSAS CITY, MO 64141-6248

Signing Officer

Name
Commerce Trust
Title
Trustee
Phone
8162365871
Signed
2025-07-28

Organization Details

Formed
2011
Legal Domicile
Mo
Voting Board Members
1
Independent Board Members
1
Employees
0
Raw XML Appendix353 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1SUPPORTED ORGANIZATIONS WHO THEN CREATE A LIST OF ELIGIBLE RECIPIENTS . BEFORE EACH SEMESTER, THE TRUSTEE MEETS WITH THE COMMITTEES TO DISCUSS ANY CHANGES OR NEEDS THAT HAVE ARISEN.
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IRS990ScheduleD/OtherSecuritiesGrp/Desc1DODGE & COX INCOME FD
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COMMERCE TRUST TAX DEPARTMENT REVIEWS THE 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMMERCE TRUST IS TRUSTEE AND FOLLOWS COMMERCE BANK'S CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COMPENSATION IS BASED ON COMMERCE TRUST'S PUBLISHED FEE SCHEDULE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COMPENSATION IS BASED ON COMMERCE TRUST'S PUBLISHED FEE SCHEDULE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0COMMERCE TRUST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08162365871
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JEWELL NICKOLS EDUCATIONAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0NICK
ReturnHeader/Filer/EIN0436420923
ReturnHeader/Filer/PhoneNum08162365871
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ReturnHeader/Filer/USAddress/CityNm0KANSAS CITY
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ReturnHeader/ReturnTs02025-07-28T11:01:25-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

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