Civic Intelligence

Erna Jorgensen Charitable Trust 40-10-420-0862500

990 • Fiscal year 2023 • EIN 91-6369099

Jan 01, 2023 to Dec 31, 2023 • Filed on May 01, 2024

Organization ProfileN/A
4900 Tiedeman Road Oh-01-49-0381Brooklyn, 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.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

8th percentile

0.00x

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

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Net Margin

12th percentile

-26%

Higher net margin than 12% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

57th percentile

$141,011

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 14.0% of source-year revenue.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2023

Asset Growth

23rd percentile

-2.8%

Faster asset growth than 23% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

27th percentile

-8.1%

Faster revenue growth than 27% of similar nonprofits.

2023 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets8th percentile

Assets

Down

$9,289,147

Down $263,845 (-2.8%) from 2022

Net Assets

Down

$9,289,147

Down $263,845 (-2.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin12th percentile

Revenue

Down

$1,008,890

Down $88,769 (-8.1%) from 2022

Expenses

Down

$1,267,586

Down $28,971 (-2.2%) from 2022

Net Income

Down

-$258,696

Down $59,798 (-30%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth23rd 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

2023

Assets$9,289,147
Liabilities$0
Net Assets$9,289,147
Open 2023 Filing

Operations Trend

Revenue Growth27th 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

2023

Revenue$1,008,890
Expenses$1,267,586
Net Income-$258,696
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 1, 2024
Return Version
2023v5.0
Gross Receipts
$3,876,782
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$9,552,992$9,289,147▼ $263,845
Investments in Publicly Traded Securities$7,073,184$9,042,327▲ $1,969,143
Savings and Temporary Cash Investments$557,411$246,820▼ $310,591
Total Assets$9,552,992$9,289,147▼ $263,845
Other Assets Total$1,922,397--
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$9,552,992$9,289,147▼ $263,845
Total Liabilities and Net Assets / Fund Balance$9,552,992$9,289,147▼ $263,845
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleBaseTotal
-Trustee$141,011$141,011
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,009,119
Other Revenue
$-229
Change in Net Assets
$-258,696
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,122,744
Salaries, Compensation, and Employee Benefits$141,011
Other Expenses$3,831
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,122,744--$1,122,744
Current Officers, Directors, Trustees, and Key Employees-$141,011-$141,011
All Other Expenses-$2,781-$2,781
Fees for Services Accounting-$1,050-$1,050
Total Functional Expenses$1,122,744$144,842$0$1,267,586
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
CHILDREN'S HOSPITAL FDNSeattle, WA501(c)3Research$280,686
Fred Hutchinson Cancer Research CtrSeattle, WA501(a)(3)Cancer Research$280,686
Pacific Luthern UniversityTacoma, WA509(a)(3)Grants for Students of Financial Need and Meritorious Scholastic Endeavor$280,686
Univeristy of WashingtonSeatlle, WA509(a)(3)Available to School of Medicine$280,686
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 prepared and thoroughly reviewed by our tax vendor and/or 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-01-49-0381, BROOKLYN, OH 44144

Signing Officer

Name
Keybank Byp S Chmura
Title
Vice President
Phone
4257094264
Signed
2024-05-01
Discuss with paid preparer
Yes

Organization Details

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

Preparer

Firm
Pwc US Tax Llp
Address
4300 E CAMELBACK ROAD STE 475, PHOENIX, AZ 85018
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

“Cy purchase of accrued interest ($1,565), py return of capital adjustment ($8), roc on cy sales adjustment ($754), cost basis adjustment ($2,822).”

Raw XML AppendixShowing 400 of 423 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0FUND 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.
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt02781
IRS990/AllOtherExpensesGrp/TotalAmt02781
IRS990/BackupWthldComplianceInd0true
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0KEYBANK NA
IRS990/BooksInCareOfDetail/PhoneNum02168134556
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt04900 TIEDEMAN RD OH-01-49-0381
IRS990/BooksInCareOfDetail/USAddress/CityNm0BROOKLYN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0OH
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0441442302
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt09552992
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt09289147
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0141011
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0141011
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt01122744
IRS990/CYInvestmentIncomeAmt01009119
IRS990/CYOtherExpensesAmt03831
IRS990/CYOtherRevenueAmt0-229
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-258696
IRS990/CYSalariesCompEmpBnftPaidAmt0141011
IRS990/CYTotalExpensesAmt01267586
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01008890
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0GRANTS MADE TO PACIFIC LUTHERAN UNIVERSITY FOR SCHOLARSHIPS
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/ExpenseAmt0280686
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt01050
IRS990/FeesForServicesAccountingGrp/TotalAmt01050
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0KEYBANK NA
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0141011
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01994
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0778390
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt0280686
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01122744
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01122744
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03371420
IRS990/GrossReceiptsAmt03876782
IRS990/GrossRentsGrp/RealAmt0274633
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0230729
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0230729
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt07073184
IRS990/InvestmentsPubTradedSecGrp/EOYAmt09042327
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt02593030
IRS990/LessRentalExpensesGrp/RealAmt0274862
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0FUND 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt09552992
IRS990/NetAssetsOrFundBalancesEOYAmt09289147
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0778390
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0778390
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0-229
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0-229
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01922397
IRS990/OtherChangesInNetAssetsAmt0-5149
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt0KEYBANK NA TRUSTEE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0GRANTS MADE TO FRED HUTCHINSON CANCER RESEARCH CTR FOR CANCER RESEARCH
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0280686
IRS990/ProgSrvcAccomActy2Grp/GrantAmt0280686
IRS990/ProgSrvcAccomActy3Grp/Desc0GRANTS MADE TO CHILDREN'S HOSITPAL FDN TO HELP FAMILIES FINANCIALY
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0280686
IRS990/ProgSrvcAccomActy3Grp/GrantAmt0280686
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0280686
IRS990/ProgSrvcAccomActyOtherGrp/GrantAmt0280686
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt01146044
IRS990/PYInvestmentIncomeAmt0885657
IRS990/PYOtherExpensesAmt04299
IRS990/PYOtherRevenueAmt0212002
IRS990/PYRevenuesLessExpensesAmt0-198898
IRS990/PYSalariesCompEmpBnftPaidAmt0146214
IRS990/PYTotalExpensesAmt01296557
IRS990/PYTotalRevenueAmt01097659
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-258696
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0-229
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0557411
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0246820
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/CurrentYearAmt0230500
IRS990ScheduleA/AdjustedNetIncomeGrp/AdjustedGrossIncomeGrp/PriorYearAmt0433569
IRS990ScheduleA/AdjustedNetIncomeGrp/DepreciationDepletionGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/NetSTCapitalGainAdjNetIncmGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherExpensesGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/CurrentYearAmt0230500
IRS990ScheduleA/AdjustedNetIncomeGrp/OtherGrossIncomeGrp/PriorYearAmt0433569
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/CurrentYearAmt0144842
IRS990ScheduleA/AdjustedNetIncomeGrp/ProductionIncomeGrp/PriorYearAmt0150513
IRS990ScheduleA/AdjustedNetIncomeGrp/RecoveriesPYDistributionsGrp/PriorYearAmt00
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/CurrentYearAmt085658
IRS990ScheduleA/AdjustedNetIncomeGrp/TotalAdjustedNetIncomeGrp/PriorYearAmt0283056
IRS990ScheduleA/DistributableAmountGrp/CYAdjNetIncomeDistributableAmt0283056
IRS990ScheduleA/DistributableAmountGrp/CYDistributableAsAdjustedAmt0790858
IRS990ScheduleA/DistributableAmountGrp/CYGreaterAdjustedMinimumAmt0790858
IRS990ScheduleA/DistributableAmountGrp/CYIncomeTaxImposedPYAmt00
IRS990ScheduleA/DistributableAmountGrp/CYPct85AdjustedNetIncomeAmt0240598
IRS990ScheduleA/DistributableAmountGrp/CYTotalMinAstDistributableAmt0790858
IRS990ScheduleA/DistributionAllocationsGrp/CarryoverPYNotAppliedAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistribAppUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYDistributableAsAdjustedAmt0790858
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistrCPYAmt0790858
IRS990ScheduleA/DistributionAllocationsGrp/CyovAppliedUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/CYTotalAnnualDistributionsAmt01122742
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionAmt01122742
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovAmt01565274
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr1Amt01146044
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr2Amt0973992
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr3Amt0236096
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistributionCyovYr5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessDistriCyovToNextYrAmt02688016
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear1Amt01122742
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear2Amt01146044
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear3Amt0419230
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear4Amt00
IRS990ScheduleA/DistributionAllocationsGrp/ExcessFromYear5Amt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriCYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/RemainingUnderdistriPYAmt00
IRS990ScheduleA/DistributionAllocationsGrp/TotalExcessDistributionCyovAmt02356132
IRS990ScheduleA/DistributionAllocationsGrp/UnderdistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYAdministrativeExpensePaidAmt00
IRS990ScheduleA/DistributionsGrp/CYDistriAttentiveSuprtOrgAmt01122742
IRS990ScheduleA/DistributionsGrp/CYDistributableAsAdjustedAmt0790858
IRS990ScheduleA/DistributionsGrp/CYDistributionYrRt01.0
IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt01122742
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt00
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt01122742
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/IRSWrittenDeterminationInd0X
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt022255415
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt022940036
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt022255415
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt022940036
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt0333831
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0344101
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt021921584
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt022595935
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt0767255
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt0790858
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt022255415
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt022940036
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt0767255
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0790858
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt04
IRS990ScheduleA/SupportedOrganizationsTotalCnt04
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0910565571
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1911156519
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2911540426
IRS990ScheduleA/SupportedOrgInformationGrp/EIN3916001537
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd2true
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd3true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd13
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd24
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd32
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0280686
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt1280686
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt2280686
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt3280686
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/SupportSumAmt01122744
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0280686
IRS990ScheduleI/RecipientTable/CashGrantAmt1280686
IRS990ScheduleI/RecipientTable/CashGrantAmt2280686
IRS990ScheduleI/RecipientTable/CashGrantAmt3280686
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(A)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2509(A)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3509(A)(3)
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 PREPARED AND THOROUGHLY REVIEWED BY OUR TAX VENDOR AND/OR 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/ExplanationTxt8CY PURCHASE OF ACCRUED INTEREST ($1,565), PY RETURN OF CAPITAL ADJUSTMENT ($8), ROC ON CY SALES ADJUSTMENT ($754), COST BASIS ADJUSTMENT ($2,822).
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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt09552992
IRS990/TotalAssetsEOYAmt09289147
IRS990/TotalAssetsGrp/BOYAmt09552992
IRS990/TotalAssetsGrp/EOYAmt09289147
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0144842
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01122744
IRS990/TotalFunctionalExpensesGrp/TotalAmt01267586
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt09552992
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt09289147
IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt0280686
IRS990/TotalOtherProgSrvcGrantAmt0280686
IRS990/TotalProgramServiceExpensesAmt01122744
IRS990/TotalReportableCompFromOrgAmt0141011
IRS990/TotalRevenueGrp/ExclusionAmt01008890
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01008890
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt09552992
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt09289147
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEYBANK BYP S CHMURA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04257094264
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-01
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ERNA JORGENSEN CHARIT TRST TW

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,289,147
Liabilities
$0
Net assets
$9,289,147
Revenue
$1,008,890
Expenses
$1,267,586
Net income
-$258,696
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
2023Detailed filing. Detailed filing data is available for this year.$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
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • $5M-$10M nonprofits