Civic Intelligence

Erna Jorgensen Charitable Trust 40-10-420-0862500

990 • Fiscal year 2024 • EIN 91-6369099

Jan 01, 2024 to Dec 31, 2024 • Filed on May 05, 2025

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.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

8th percentile

0.00x

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

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Net Margin

8th percentile

-36%

Higher net margin than 8% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

56th percentile

$142,489

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 15.3% of source-year revenue.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2024

Asset Growth

21st percentile

-3.7%

Faster asset growth than 21% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

23rd percentile

-7.7%

Faster revenue growth than 23% of similar nonprofits.

2024 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets8th percentile

Assets

Down

$8,947,517

Down $341,630 (-3.7%) from 2023

Net Assets

Down

$8,947,517

Down $341,630 (-3.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue8th percentileNet Margin8th percentile

Revenue

Down

$931,596

Down $77,294 (-7.7%) from 2023

Expenses

Up

$1,269,713

Up $2,127 (+0.2%) from 2023

Net Income

Down

-$338,117

Down $79,421 (-31%) from 2023

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

2024

Assets$8,947,517
Liabilities$0
Net Assets$8,947,517
Open 2024 Filing

Operations Trend

Revenue Growth23rd 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

2024

Revenue$931,596
Expenses$1,269,713
Net Income-$338,117
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 5, 2025
Return Version
2024v5.1
Gross Receipts
$2,631,717
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$9,289,147$8,947,517▼ $341,630
Investments in Publicly Traded Securities$9,042,327$8,724,026▼ $318,301
Savings and Temporary Cash Investments$246,820$223,491▼ $23,329
Total Assets$9,289,147$8,947,517▼ $341,630
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$9,289,147$8,947,517▼ $341,630
Total Liabilities and Net Assets / Fund Balance$9,289,147$8,947,517▼ $341,630
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleBaseTotal
-Trustee$142,489$142,489
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$839,195
Other Revenue
$92,401
Change in Net Assets
$-338,117
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,121,480
Salaries, Compensation, and Employee Benefits$142,489
Other Expenses$5,744
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,121,480--$1,121,480
Current Officers, Directors, Trustees, and Key Employees-$142,489-$142,489
All Other Expenses-$4,694-$4,694
Fees for Services Accounting-$1,050-$1,050
Total Functional Expenses$1,121,480$148,233$0$1,269,713
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
CHILDREN'S HOSPITAL FDNSeattle, WA501(c)3Research$280,370
Fred Hutchinson Cancer Research CtrSeattle, WA501(a)(3)Cancer Research$280,370
Pacific Luthern UniversityTacoma, WA509(a)(3)Grants for Students of Financial Need and Meritorious Scholastic Endeavor$280,370
Univeristy of WashingtonSeatlle, WA509(a)(3)Available to School of Medicine$280,370
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 by Joseph Velkos
Title
Vice President
Phone
4257094264
Signed
2025-05-05
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 ($987), py return of capital adjustment $1565, roc on cy sales adjustment $240, py return of capital adjustment ($2,030), cost basis adjustment ($2,301).”

Raw XML AppendixShowing 400 of 422 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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IRS990/GrantsToOrganizationsInd0true
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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
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IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
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IRS990ScheduleI/RecipientTable/CashGrantAmt0280370
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0RESEARCH
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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
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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
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IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3WA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd098105
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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
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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 ($987), PY RETURN OF CAPITAL ADJUSTMENT $1565, ROC ON CY SALES ADJUSTMENT $240, PY RETURN OF CAPITAL ADJUSTMENT ($2,030), COST BASIS ADJUSTMENT ($2,301).
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/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalFunctionalExpensesGrp/TotalAmt01269713
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IRS990/TotalOtherCompensationAmt00
IRS990/TotalOtherProgSrvcExpenseAmt0280370
IRS990/TotalOtherProgSrvcGrantAmt0280370
IRS990/TotalProgramServiceExpensesAmt01121480
IRS990/TotalReportableCompFromOrgAmt0142489
IRS990/TotalRevenueGrp/ExclusionAmt0931596
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0931596
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt08947517
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IRS990/UponRequestInd0X
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KEYBANK BY JOSEPH VELKOS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum04257094264
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ERNA JORGENSEN CHARIT TRST TW
ReturnHeader/Filer/BusinessNameControlTxt0ERNA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,947,517
Liabilities
$0
Net assets
$8,947,517
Revenue
$931,596
Expenses
$1,269,713
Net income
-$338,117
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$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
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