Civic Intelligence

Erna Jorgensen Charitable Trust 40-10-420-0862500

990 • Fiscal year 2021 • EIN 91-6369099

Jan 01, 2021 to Dec 31, 2021 • Filed on Sep 20, 2022

Organization ProfileN/A
4900 Tiedeman Road Oh-01-49-0150Brooklyn, OH 44144

(425) 709-4264

Siviq Scores

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

Liabilities / Assets

8th percentile

0.00x

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

8th percentile

0.00x

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

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Net Margin

13th percentile

-9.1%

Higher net margin than 13% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

57th percentile

$133,924

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 13.2% of source-year revenue.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2021

Asset Growth

21st percentile

-1.0%

Faster asset growth than 21% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

32nd percentile

0.6%

Faster revenue growth than 32% of similar nonprofits.

2021 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets8th percentile

Assets

Down

$9,757,029

Down $99,051 (-1.0%) from 2020

Net Assets

Down

$9,757,029

Down $99,051 (-1.0%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin13th percentile

Revenue

Up

$1,017,996

Up $5,964 (+0.6%) from 2020

Expenses

Up

$1,111,107

Up $76,920 (+7.4%) from 2020

Net Income

Down

-$93,111

Down $70,956 (-320%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$15M$10M$5.0M$0Assets 2010: $9,409,323Liabilities 2010: $0Net Assets 2010: $9,409,3232010Assets 2011: $9,469,224Liabilities 2011: $0Net Assets 2011: $9,469,2242011Assets 2012: $9,083,334Liabilities 2012: $0Net Assets 2012: $9,083,3342012Assets 2013: $8,969,681Liabilities 2013: $0Net Assets 2013: $8,969,6812013Assets 2014: $9,044,665Liabilities 2014: $0Net Assets 2014: $9,044,6652014Assets 2015: $9,765,996Liabilities 2015: $0Net Assets 2015: $9,765,9962015Assets 2016: $9,301,848Liabilities 2016: $0Net Assets 2016: $9,301,8482016Assets 2017: $11,048,333Liabilities 2017: $0Net Assets 2017: $11,048,3332017Assets 2018: $10,487,068Liabilities 2018: $0Net Assets 2018: $10,487,0682018Assets 2019: $9,878,529Liabilities 2019: $0Net Assets 2019: $9,878,5292019Assets 2020: $9,856,080Liabilities 2020: $0Net Assets 2020: $9,856,0802020Assets 2021: $9,757,029Liabilities 2021: $0Net Assets 2021: $9,757,0292021Assets 2022: $9,552,992Liabilities 2022: $0Net Assets 2022: $9,552,9922022Assets 2023: $9,289,147Liabilities 2023: $0Net Assets 2023: $9,289,1472023Assets 2024: $8,947,517Liabilities 2024: $0Net Assets 2024: $8,947,5172024

Highlighted filing

2021

Assets$9,757,029
Liabilities$0
Net Assets$9,757,029
Open 2021 Filing

Operations Trend

Revenue Growth32nd percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2010: $693,809Expenses 2010: $938,055Net Income 2010: -$244,2462010Revenue 2011: $873,449Expenses 2011: $813,548Net Income 2011: $59,9012011Revenue 2012: $507,272Expenses 2012: $870,546Net Income 2012: -$363,2742012Revenue 2013: $672,014Expenses 2013: $785,667Net Income 2013: -$113,6532013Revenue 2014: $958,456Expenses 2014: $883,472Net Income 2014: $74,9842014Revenue 2015: $1,657,434Expenses 2015: $936,103Net Income 2015: $721,3312015Revenue 2016: $556,519Expenses 2016: $1,020,667Net Income 2016: -$464,1482016Revenue 2017: $2,729,506Expenses 2017: $983,021Net Income 2017: $1,746,4852017Revenue 2018: $434,074Expenses 2018: $995,339Net Income 2018: -$561,2652018Revenue 2019: $424,250Expenses 2019: $1,032,790Net Income 2019: -$608,5402019Revenue 2020: $1,012,032Expenses 2020: $1,034,187Net Income 2020: -$22,1552020Revenue 2021: $1,017,996Expenses 2021: $1,111,107Net Income 2021: -$93,1112021Revenue 2022: $1,097,659Expenses 2022: $1,296,557Net Income 2022: -$198,8982022Revenue 2023: $1,008,890Expenses 2023: $1,267,586Net Income 2023: -$258,6962023Revenue 2024: $931,596Expenses 2024: $1,269,713Net Income 2024: -$338,1172024

Highlighted filing

2021

Revenue$1,017,996
Expenses$1,111,107
Net Income-$93,111
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Sep 20, 2022
Return Version
2021v4.1
Gross Receipts
$2,332,908
Mission and Program Overview

Mission

Fund cares for children of families who cannot afford care at hosp and is added to general operating fund, it funds scholarship and provides fellowships for medical students.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$9,856,080$9,757,029▼ $99,051
Investments Other Securities$7,780,686--
Investments in Publicly Traded Securities$1,810,993$7,507,280▲ $5,696,287
Savings and Temporary Cash Investments-$327,352-
Total Assets$9,856,080$9,757,029▼ $99,051
Other Assets Total$264,401$1,922,397▲ $1,657,996
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$9,856,080$9,757,029▼ $99,051
Total Liabilities and Net Assets / Fund Balance$9,856,080$9,757,029▼ $99,051
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseTotal
-TrusteePT$133,924$133,924
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$876,947
Other Revenue
$141,049
Change in Net Assets
$-93,111
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$973,992
Salaries, Compensation, and Employee Benefits$133,924
Other Expenses$3,191
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$973,992--$973,992
Current Officers, Directors, Trustees, and Key Employees-$133,924-$133,924
All Other Expenses-$1,991-$1,991
Fees for Services Accounting-$1,200-$1,200
Total Functional Expenses$973,992$137,115$0$1,111,107
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
CHILDREN'S HOSPITAL FDNSeattle, WA501(c)3Research$243,498
Fred Hutchinson Cancer Research CtrSeattle, WA501(a)(3)Cancer Research$243,498
Pacific Luthern UniversityTacoma, WA509(a)(3)Grants for Students of Financial Need and Meritorious Scholastic Endeavor$243,498
Univeristy of WashingtonSeatlle, WA509(a)(3)Available to School of Medicine$243,498
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
Backup withholding compliance
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
No
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 1A

“Keybank is the sole trustee”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“KeyBank administration documents all meetings and written actions taken during the year. Actions through NPTAC are also documented.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“KeyBank administration documents all meetings and written actions taken during the year, Actions through NPTAC are also documented.”

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

“All returns are thoroughly prepared and reviewed by our internal professional tax department.”

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

“Keybank is sole trustee, is compensated as such, and makes all decisions with respect to the operation and administration of the trust.”

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

“Keybank is sole trustee, is compensated as such, and makes all decisions with respect to the operation and administration of the trust.”

Form 990, Page 6, Part VI, Line 19

“Documents are available upon request by mail or by phone and delivered within 2 weeks of the request.”

Filing and Contact Details

Filer

Filer Name
Erna Jorgensen Charit Trst Tw
EIN
91-6369099
Phone
4257094264
Address
4900 TIEDEMAN ROAD OH-01-49-0150, BROOKLYN, OH 44144

Signing Officer

Name
Keybank Byp S Chmura
Title
Vice President
Phone
4257094264
Signed
2022-09-20
Discuss with paid preparer
Yes

Organization Details

Formed
1994
Legal Domicile
Wa
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Pricewaterhousecoopers Llp
Address
1850 N CENTRAL AVE STE 700, PHOENIX, AZ 85004
Preparer
Jeffrey E Kuhlin
Phone
4123556000
Supplemental Narrative

Additional Explanations

EXPLANATION FOR FORM 990, PAGE 2, PART III, LINE 4D

“Grants made to university of washington for scholarships”

Explanation for Form 990, Part XI, Line 9

“Cost basis adjustment ($5,940)”

Raw XML AppendixShowing 400 of 425 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/IRSWrittenDeterminationInd0X
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IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt018233621
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
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IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0273504
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
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IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt30
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IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt3243498
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0PACIFIC LUTHERAN UNIVERSI
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1CHILDRENS HOSPITAL FOUNDA
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2FRED HUTCHINSON CANCER RE
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3UNIVERSITY OF WASHINGTON
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0973992
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IRS990ScheduleI/RecipientTable/CashGrantAmt1243498
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0RESEARCH
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1CANCER RESEARCH
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GRANTS FOR STUDENTS OF FINANCIAL NEED AND MERITORIOUS SCHOLASTIC ENDEAVOR
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3AVAILABLE TO SCHOOL OF MEDICINE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CHILDREN'S HOSPITAL FDN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1FRED HUTCHINSON CANCER RESEARCH CTR
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2PACIFIC LUTHERN UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3UNIVERISTY OF WASHINGTON
IRS990ScheduleI/RecipientTable/RecipientEIN0915651900
IRS990ScheduleI/RecipientTable/RecipientEIN1911540426
IRS990ScheduleI/RecipientTable/RecipientEIN2910565571
IRS990ScheduleI/RecipientTable/RecipientEIN3916001537
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 5371
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO BOX 19024
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt21010 S 122 ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt34311 11TH AVE NE SUITE 600
IRS990ScheduleI/RecipientTable/USAddress/CityNm0SEATTLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1SEATTLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm2TACOMA
IRS990ScheduleI/RecipientTable/USAddress/CityNm3SEATLLE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0WA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1WA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2WA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3WA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd098105
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd198109
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd298447
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd398105
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0GRANTS ARE MADE TO 501(C)3 ORGANIZATIONS AS SPECIFIED IN THE TRUST DOCUMENTS. OUR ADMINISTRATIVE REPRESENTATIVES ARE IN PERIODIC CONTACT WITH REPRESENTATIVES OF THE CHARITIES IN ORDER TO BE IN COMPLIANCE WITH THE TRUST.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GRANTS MADE TO UNIVERSITY OF WASHINGTON FOR SCHOLARSHIPS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1KEYBANK IS THE SOLE TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2KeyBank administration documents all meetings and written actions taken during the year. Actions through NPTAC are also documented.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3KeyBank administration documents all meetings and written actions taken during the year, Actions through NPTAC are also documented.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL RETURNS ARE THOROUGHLY PREPARED AND REVIEWED BY OUR INTERNAL PROFESSIONAL TAX DEPARTMENT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5KEYBANK IS SOLE TRUSTEE, IS COMPENSATED AS SUCH, AND MAKES ALL DECISIONS WITH RESPECT TO THE OPERATION AND ADMINISTRATION OF THE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6KEYBANK IS SOLE TRUSTEE, IS COMPENSATED AS SUCH, AND MAKES ALL DECISIONS WITH RESPECT TO THE OPERATION AND ADMINISTRATION OF THE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7DOCUMENTS ARE AVAILABLE UPON REQUEST BY MAIL OR BY PHONE AND DELIVERED WITHIN 2 WEEKS OF THE REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8COST BASIS ADJUSTMENT ($5,940)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 2, PART III, LINE 4d
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 15b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt09757029
IRS990/TotalAssetsGrp/BOYAmt09856080
IRS990/TotalAssetsGrp/EOYAmt09757029
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IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0973992
IRS990/TotalFunctionalExpensesGrp/TotalAmt01111107
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IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt09856080
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt09757029
IRS990/TotalOtherCompensationAmt00
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IRS990/TotalOtherProgSrvcGrantAmt0243498
IRS990/TotalProgramServiceExpensesAmt0973992
IRS990/TotalReportableCompFromOrgAmt0133924
IRS990/TotalRevenueGrp/ExclusionAmt01017996
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01017996
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt09856080
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt09757029
IRS990/TotReportableCompRltdOrgAmt00
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IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEYBANK BYP S CHMURA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,757,029
Liabilities
$0
Net assets
$9,757,029
Revenue
$1,017,996
Expenses
$1,111,107
Net income
-$93,111
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.95$0.00$8.95$0.93$1.27$0.34
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.29$0.00$9.29$1.01$1.27$0.26
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.55$0.00$9.55$1.10$1.30$0.20
2021Detailed filing. Detailed filing data is available for this year.$9.76$0.00$9.76$1.02$1.11$0.09
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.86$0.00$9.86$1.01$1.03$0.02
2019Summary only. Only limited summary data is available for this year.$9.88$0.00$9.88$0.42$1.03$0.61
2018Summary only. Only limited summary data is available for this year.$10.5$0.00$10.5$0.43$1.00$0.56
2017Summary only. Only limited summary data is available for this year.$11.0$0.00$11.0$2.73$0.98$1.75
2016Summary only. Only limited summary data is available for this year.$9.30$0.00$9.30$0.56$1.02$0.46
2015Summary only. Only limited summary data is available for this year.$9.77$0.00$9.77$1.66$0.94$0.72
2014Summary only. Only limited summary data is available for this year.$9.04$0.00$9.04$0.96$0.88$0.07
2013Summary only. Only limited summary data is available for this year.$8.97$0.00$8.97$0.67$0.79$0.11
2012Summary only. Only limited summary data is available for this year.$9.08$0.00$9.08$0.51$0.87$0.36
2011Summary only. Only limited summary data is available for this year.$9.47$0.00$9.47$0.87$0.81$0.06
2010Summary only. Only limited summary data is available for this year.$9.41$0.00$9.41$0.69$0.94$0.24