Civic Intelligence

Audrey Backus Charitable Trust

EIN 94-6702675 • 501(c)3 • Saint Louis, MO

Profile

To manage investments that will support the california community foundation which is the sole beneficiary as required by the trust.

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

5th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2025

Liabilities / Revenue

6th percentile

0.00x

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

501(c)3 • $10M-$25M nonprofits • Source year 2025

Net Margin

75th percentile

22%

Higher net margin than 75% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

42nd percentile

2.7%

Faster asset growth than 42% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Revenue Growth

97th percentile

250%

Faster revenue growth than 97% of similar nonprofits.

501(c)3 • $10M-$25M nonprofits • Annualized from 2024 to 2025

Assets

Up

$18,392,380

Up $483,718 (+2.7%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$18,392,380

Up $483,718 (+2.7%) from 2024

Revenue

Up

$2,270,422

Up $1,622,431 (+250%) from 2024

Expenses

Up

$1,775,591

Up $221,540 (+14%) from 2024

Net Income

Up

$494,831

Up $1,400,891 (+155%) from 2024

Trend Graphs

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2011: $14,614,871Liabilities 2011: $0Net Assets 2011: $14,614,8712011Assets 2012: $14,465,349Liabilities 2012: $0Net Assets 2012: $14,465,3492012Assets 2013: $13,958,323Liabilities 2013: $0Net Assets 2013: $13,958,3232013Assets 2014: $13,695,173Liabilities 2014: $0Net Assets 2014: $13,695,1732014Assets 2015: $14,935,426Liabilities 2015: $0Net Assets 2015: $14,935,4262015Assets 2016: $14,099,748Liabilities 2016: $0Net Assets 2016: $14,099,7482016Assets 2017: $18,662,066Liabilities 2017: $0Net Assets 2017: $18,662,0662017Assets 2018: $17,127,625Liabilities 2018: $547,378Net Assets 2018: $16,580,2472018Assets 2019: $15,379,906Liabilities 2019: $0Net Assets 2019: $15,379,9062019Assets 2020: $16,664,117Liabilities 2020: $0Net Assets 2020: $16,664,1172020Assets 2021: $19,283,815Liabilities 2021: $0Net Assets 2021: $19,283,8152021Assets 2022: $19,426,362Liabilities 2022: $0Net Assets 2022: $19,426,3622022Assets 2023: $18,805,037Liabilities 2023: $0Net Assets 2023: $18,805,0372023Assets 2024: $17,908,662Liabilities 2024: $0Net Assets 2024: $17,908,6622024Assets 2025: $18,392,380Liabilities 2025: $0Net Assets 2025: $18,392,3802025

Highlighted filing

2025

Assets$18,392,380
Liabilities$0
Net Assets$18,392,380

Operations Trend

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

$10M$5.0M$0-$5.0MRevenue 2011: $1,641,837Expenses 2011: $1,457,132Net Income 2011: $184,7052011Revenue 2012: $1,171,838Expenses 2012: $1,300,908Net Income 2012: -$129,0702012Revenue 2013: $967,242Expenses 2013: $1,482,017Net Income 2013: -$514,7752013Revenue 2014: $1,169,646Expenses 2014: $1,530,258Net Income 2014: -$360,6122014Revenue 2015: $2,764,278Expenses 2015: $1,604,279Net Income 2015: $1,159,9992015Revenue 2016: $604,736Expenses 2016: $1,430,192Net Income 2016: -$825,4562016Revenue 2017: $6,294,649Expenses 2017: $1,738,164Net Income 2017: $4,556,4852017Revenue 2018: $1,052,722Expenses 2018: $3,127,388Net Income 2018: -$2,074,6662018Revenue 2019: $892,385Expenses 2019: $1,594,428Net Income 2019: -$702,0432019Revenue 2020: $2,719,451Expenses 2020: $1,518,219Net Income 2020: $1,201,2322020Revenue 2021: $4,186,587Expenses 2021: $1,583,743Net Income 2021: $2,602,8442021Revenue 2022: $1,993,014Expenses 2022: $1,854,112Net Income 2022: $138,9022022Revenue 2023: $881,889Expenses 2023: $1,489,017Net Income 2023: -$607,1282023Revenue 2024: $647,991Expenses 2024: $1,554,051Net Income 2024: -$906,0602024Revenue 2025: $2,270,422Expenses 2025: $1,775,591Net Income 2025: $494,8312025

Highlighted filing

2025

Revenue$2,270,422
Expenses$1,775,591
Net Income$494,831

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$18.4$0.00$18.4$2.27$1.78$0.49
2024Detailed filing. Detailed filing data is available for this year.$17.9$0.00$17.9$0.65$1.55$0.91
2023Detailed filing. Detailed filing data is available for this year.$18.8$0.00$18.8$0.88$1.49$0.61
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.4$0.00$19.4$1.99$1.85$0.14
2021Detailed filing. Detailed filing data is available for this year.$19.3$0.00$19.3$4.19$1.58$2.60
2020Detailed filing. Detailed filing data is available for this year.$16.7$0.00$16.7$2.72$1.52$1.20
2019Detailed filing. Detailed filing data is available for this year.$15.4$0.00$15.4$0.89$1.59$0.70
2018Detailed filing. Detailed filing data is available for this year.$17.1$0.55$16.6$1.05$3.13$2.07
2017Detailed filing. Detailed filing data is available for this year.$18.7$0.00$18.7$6.29$1.74$4.56
2016Detailed filing. Detailed filing data is available for this year.$14.1$0.00$14.1$0.60$1.43$0.83
2015Summary only. Only limited summary data is available for this year.$14.9$0.00$14.9$2.76$1.60$1.16
2014Summary only. Only limited summary data is available for this year.$13.7$0.00$13.7$1.17$1.53$0.36
2013Summary only. Only limited summary data is available for this year.$14.0$0.00$14.0$0.97$1.48$0.51
2012Summary only. Only limited summary data is available for this year.$14.5$0.00$14.5$1.17$1.30$0.13
2011Summary only. Only limited summary data is available for this year.$14.6$0.00$14.6$1.64$1.46$0.18
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Jan 25, 2026
Return Version
2024v5.2
Gross Receipts
$3,508,323
Mission and Program Overview

Mission

To manage investments that will support the california community foundation which is the sole beneficiary as required by the trust.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$16,923,580$17,786,146▲ $862,566
Savings and Temporary Cash Investments$985,082$606,234▼ $378,848
Total Assets$17,908,662$18,392,380▲ $483,718
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$17,908,662$18,392,380▲ $483,718
Total Net Assets Fund Balance$17,908,662$18,392,380▲ $483,718
Total Liabilities and Net Assets / Fund Balance$17,908,662$18,392,380▲ $483,718
Compensation and Service Providers

Employees

NameTitleBaseTotal
-Trustee$146,854$146,854
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$2,270,422
Other Revenue
$0
Change in Net Assets
$494,831
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,603,586
Salaries, Compensation, and Employee Benefits$146,854
Other Expenses$25,151
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,603,586--$1,603,586
Current Officers, Directors, Trustees, and Key Employees$14,685$132,169-$146,854
Fees for Service Investment Mgmnt Fees-$13,549-$13,549
Fees for Services Accounting$2,070--$2,070
Other Expenses-$126-$126
Total Functional Expenses$1,620,341$155,250$0$1,775,591
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
California Community FoundationLos Angeles, CA501c3General Operating$1,603,586
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

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

A copy of the form 990 is provided to the tax department of wells fargo bank as well as to the primary bank representative who interacts with the sole beneficiary, the california community foundation.

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

The organization follows the same written policy as the trustee, wells fargo bank n.a.

Form 990, Page 6, Part VI, Line 19

AVAILABLE UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Audrey Backus Charitable Trust
EIN
94-6702675
Phone
8003523705
Address
PO BOX 505 MAC H0006-092, SAINT LOUIS, MO 63166

Signing Officer

Name
-
Title
Trustee
Phone
8003523705
Signed
2026-01-25
Discuss with paid preparer
Yes

Organization Details

Formed
2000
Legal Domicile
CA
Voting Board Members
1
Independent Board Members
0
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 ($11,115); rounding 2

Raw XML Appendix394 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE FORM 990 IS PROVIDED TO THE TAX DEPARTMENT OF WELLS FARGO BANK AS WELL AS TO THE PRIMARY BANK REPRESENTATIVE WHO INTERACTS WITH THE SOLE BENEFICIARY, THE CALIFORNIA COMMUNITY FOUNDATION.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MUTUAL FUND TIMING ADJ ($11,115); ROUNDING 2
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/Filer/PhoneNum08003523705
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 GRANT STREET 45TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
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ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA B STROBEL
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ReturnHeader/ReturnTs02026-02-02T10:01:22-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-10-01
ReturnHeader/TaxPeriodEndDt02025-09-30
ReturnHeader/TaxYr02024

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