Civic Intelligence

Jackson Gertrude Mem Fund Charit

EIN 91-6170032 • 501(c)3 • Saint Louis, MO

Profile

To provide financial aid to students attending school in the everett school district or to the graduates of the everett high school district pursuing post secondary education.

PO Box 505 Mac H0006-092Saint Louis, MO 63166

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 2024

Liabilities / Revenue

35th percentile

0.00x

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

501(c)3 • $500k-$1M nonprofits • Source year 2024

Net Margin

12th percentile

-28%

Higher net margin than 12% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

57th percentile

$11,669

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 23.4% of source-year revenue.

501(c)3 • $500k-$1M nonprofits • Source year 2024

Asset Growth

43rd percentile

0.7%

Faster asset growth than 43% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

36th percentile

-1.7%

Faster revenue growth than 36% of similar nonprofits.

501(c)3 • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Up

$633,285

Up $4,180 (+0.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$633,285

Up $4,180 (+0.7%) from 2023

Revenue

Down

$49,810

Down $845 (-1.7%) from 2023

Expenses

Up

$63,861

Up $9,091 (+17%) from 2023

Net Income

Down

-$14,051

Down $9,936 (-241%) from 2023

Trend Graphs

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2011: $733,525Liabilities 2011: $0Net Assets 2011: $733,5252011Assets 2012: $720,424Liabilities 2012: $0Net Assets 2012: $720,4242012Assets 2013: $701,575Liabilities 2013: $0Net Assets 2013: $701,5752013Assets 2014: $688,632Liabilities 2014: $0Net Assets 2014: $688,6322014Assets 2015: $678,643Liabilities 2015: $0Net Assets 2015: $678,6432015Assets 2016: $665,357Liabilities 2016: $0Net Assets 2016: $665,3572016Assets 2017: $650,452Liabilities 2017: $0Net Assets 2017: $650,4522017Assets 2018: $656,915Liabilities 2018: $0Net Assets 2018: $656,9152018Assets 2019: $633,460Liabilities 2019: $0Net Assets 2019: $633,4602019Assets 2020: $627,005Liabilities 2020: $0Net Assets 2020: $627,0052020Assets 2021: $656,971Liabilities 2021: $0Net Assets 2021: $656,9712021Assets 2022: $627,580Liabilities 2022: $0Net Assets 2022: $627,5802022Assets 2023: $629,105Liabilities 2023: $0Net Assets 2023: $629,1052023Assets 2024: $633,285Liabilities 2024: $0Net Assets 2024: $633,2852024

Highlighted filing

2024

Assets$633,285
Liabilities$0
Net Assets$633,285

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $50,207Expenses 2011: $57,496Net Income 2011: -$7,2892011Revenue 2012: $47,412Expenses 2012: $61,902Net Income 2012: -$14,4902012Revenue 2013: $37,319Expenses 2013: $62,865Net Income 2013: -$25,5462013Revenue 2014: $44,355Expenses 2014: $58,378Net Income 2014: -$14,0232014Revenue 2015: $43,944Expenses 2015: $57,552Net Income 2015: -$13,6082015Revenue 2016: $36,881Expenses 2016: $58,315Net Income 2016: -$21,4342016Revenue 2017: $39,408Expenses 2017: $62,480Net Income 2017: -$23,0722017Revenue 2018: $51,364Expenses 2018: $62,060Net Income 2018: -$10,6962018Revenue 2019: $29,424Expenses 2019: $64,249Net Income 2019: -$34,8252019Revenue 2020: $37,714Expenses 2020: $50,409Net Income 2020: -$12,6952020Revenue 2021: $57,505Expenses 2021: $50,486Net Income 2021: $7,0192021Revenue 2022: $24,921Expenses 2022: $52,488Net Income 2022: -$27,5672022Revenue 2023: $50,655Expenses 2023: $54,770Net Income 2023: -$4,1152023Revenue 2024: $49,810Expenses 2024: $63,861Net Income 2024: -$14,0512024

Highlighted filing

2024

Revenue$49,810
Expenses$63,861
Net Income-$14,051

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.33$0.00$6.33$0.50$0.64$0.14
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.29$0.00$6.29$0.51$0.55$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.28$0.00$6.28$0.25$0.52$0.28
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.57$0.00$6.57$0.58$0.50$0.07
2020Detailed filing. Detailed filing data is available for this year.$6.27$0.00$6.27$0.38$0.50$0.13
2019Summary only. Only limited summary data is available for this year.$6.33$0.00$6.33$0.29$0.64$0.35
2018Summary only. Only limited summary data is available for this year.$6.57$0.00$6.57$0.51$0.62$0.11
2017Summary only. Only limited summary data is available for this year.$6.50$0.00$6.50$0.39$0.62$0.23
2016Summary only. Only limited summary data is available for this year.$6.65$0.00$6.65$0.37$0.58$0.21
2015Summary only. Only limited summary data is available for this year.$6.79$0.00$6.79$0.44$0.58$0.14
2014Summary only. Only limited summary data is available for this year.$6.89$0.00$6.89$0.44$0.58$0.14
2013Summary only. Only limited summary data is available for this year.$7.02$0.00$7.02$0.37$0.63$0.26
2012Summary only. Only limited summary data is available for this year.$7.20$0.00$7.20$0.47$0.62$0.14
2011Summary only. Only limited summary data is available for this year.$7.34$0.00$7.34$0.50$0.57$0.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 1, 2025
Return Version
2024v5.1
Gross Receipts
$72,277
Mission and Program Overview

Mission

To provide financial aid to students attending school in the everett school district or to the graduates of the everett high school district pursuing post secondary education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$629,105$633,285▲ $4,180
Investments in Publicly Traded Securities$599,124$589,631▼ $9,493
Savings and Temporary Cash Investments$29,981$43,654▲ $13,673
Total Assets$629,105$633,285▲ $4,180
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$629,105$633,285▲ $4,180
Total Liabilities and Net Assets / Fund Balance$629,105$633,285▲ $4,180
Compensation and Service Providers

Employees

NameTitleBaseTotal
Wells Fargo Bank N aCo-trustee$11,669$11,669

Board Members and Trustees

NameTitle
Barbara JohnstonAdvisory Board
Dave PetersAdvisory Board
Debbie VanderwiltAdvisory Board
Debbie WadeAdvisory Board
Gloria StableinAdvisory Board
Gregg ElderAdvisory Board
Judy OlsenAdvisory Board
Kendall BerryAdvisory Board
Leslie TuckerAdvisory Board
Mark HashimotoAdvisory Board
Anna Marie LaurenceCo-trustee
Jim McnallyCo-trustee
Peter JacksonCo-trustee
Sue CooperCo-trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$49,510
Other Revenue
$300
Change in Net Assets
$-14,051
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$50,000
Salaries, Compensation, and Employee Benefits$11,669
Other Expenses$2,192
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$50,000--$50,000
Current Officers, Directors, Trustees, and Key Employees$3,851$7,818-$11,669
Fees for Services Accounting$1,725--$1,725
Other Expenses$25$6-$25
Total Functional Expenses$55,715$8,146$0$63,861
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7A

The board of directors of everett school district no. 2 is to name successor trustees to any originally named by the school district

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

Electronic copy of tax return was provided to trustees before filing

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

Organization complies with the same policy and enforcement procedures as it's trustee

Form 990, Page 6, Part VI, Line 19

These documents are not made available to the public

Filing and Contact Details

Filer

Filer Name
Jackson Gertrude Mem Fund Charit
EIN
91-6170032
Phone
8003523705
Address
PO BOX 505 MAC H0006-092, SAINT LOUIS, MO 63166

Signing Officer

Name
-
Title
Trustee
Phone
8003523705
Signed
2025-05-01
Discuss with paid preparer
Yes

Organization Details

Formed
1973
Legal Domicile
Wa
Voting Board Members
15
Independent Board Members
14
Employees
0

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Laura B Strobel
Phone
4123556000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

Mutual fund timing adj ($4), recovery of py grant ($18,500), roc on cy sales ($-44), tax lot basis adj ($-224), rounding ($-5)

Raw XML Appendix400 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
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IRS990/Form990PartVIISectionAGrp/TitleTxt0ADVISORY BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt1ADVISORY BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt2ADVISORY BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt3ADVISORY BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt4ADVISORY BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt5ADVISORY BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt6ADVISORY BOARD
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IRS990/Form990PartVIISectionAGrp/TitleTxt13CO-TRUSTEE
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS OF EVERETT SCHOOL DISTRICT NO. 2 IS TO NAME SUCCESSOR TRUSTEES TO ANY ORIGINALLY NAMED BY THE SCHOOL DISTRICT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ELECTRONIC COPY OF TAX RETURN WAS PROVIDED TO TRUSTEES BEFORE FILING
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THESE DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA B STROBEL
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ReturnHeader/ReturnTs02025-05-06T19:01:22-04:00
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ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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