Edward Jones Disaster Relief Fund

Nonprofit profile at a glance

EIN
822792510
IRS 990 coverage
2017–2025
Forms available
Form 990 2025
Location
Saint Louis, MO, USA
Phone
3145152000
Rating
62
Verdict
SUPPORTED
Rating confidence
Moderate
Sector
Disaster Preparedness and Relief Services

Reported finances

Revenue
$298,287
Expenses
$158,908
Assets
$845,606
Liabilities
$10,500

Source: IRS Form 990. Selected filing: tax year 2025. Amounts in USD.

Leadership & pay

5 people listed

Executive titles in this filing

  • LAURA ELLENHORN (DIRECTOR & PRESIDENT)

People named in this filing

  • SUZAN L MCDANIEL (DIRECTOR)
  • WAYNE ROBERTS (DIRECTOR)
  • LAURA ELLENHORN (DIRECTOR & PRESIDENT)

Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.

Source: IRS Form 990. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.

Overview

Mission

The edward jones disaster relief fund (the "fund") provides financial grants to employees and partners ("associates") of the jones financial companies, l.l.l.p and its direct and indirect affiliates ("edward jones") who have suffered a substantial economic loss as a result of a "qualifed disaster," as defined in section 139 of the code.

What it reported doing in 2025

See scheudle owhen a "qualifed disaster" occured, edward jones associates received communication via email from edward jones and on the edward jones intranet. The document entitled "edward jones disaster relief fund" was sent via email to edward jones associates and regional leaders following each qualifed disaster, which included hurricanes helene, ian, milton, and beryl, the st. Louis and Kentucky tornados, and the Iowa flooding to remind them of the existence of the fund and the opportunity to apply for a grant.in order to qualify for assistance from the fund, associates must complete an application that requires them to substantiate their economic need from a "qualifed disaster." the application allows applicants to identify the specific qualifed disaster for which they are requesting a grant.during 2025, the edward jones disaster relief fund provided disaster relief to 20 individuals for a total of $131,161.

Operating model

Revenue model
Donor-supported. 81% of the money available for current operations came from contributions and gifts.
Distribution model
Grant intermediary. The nonprofit sent 100% of its reported program spending out as grants.
  • Includes noncash contributions: Reported contributions include donated property or goods.

The verdict

SUPPORTED - The filed numbers largely add up and revenue comfortably covers expenses. A relatively small share of available resources goes toward mission work and a relatively small share of voting board members are independent.

Rating breakdown

  • Financial Efficiency: 55
  • Transparency & Controls: 94
  • Accountability: 36
  • Sustainability: 78
  • Growth: 20

Detailed rating inputs

Financial Efficiency

  • Mission deployment rate: 48.8%; rating input score 49
  • Program expense ratio: 82.5%; rating input score 83
  • Fundraising efficiency: Limited

Transparency & Controls

  • Consistency checks: 100%; rating input score 100; 64th percentile among comparable filings
  • Pay-setting controls: Limited
  • Foreign activity oversight: Limited
  • Grant itemization coverage: 100%; rating input score 100; 81st percentile among comparable filings
  • Major donor itemization: Yes; rating input score 100
  • Related-party transparency: Limited

Accountability

  • Independent voting board: 0%; rating input score 0; 8th percentile among comparable filings
  • Governance controls: 6 of 7 controls in place; rating input score 86
    • Conflict-of-interest policy: Pass
    • Whistleblower policy: Pass
    • Document-retention policy: Pass
    • CEO compensation review process: NotApplicable
    • Other executive compensation review process: NotApplicable
    • Form 990 shared with the board: Pass
    • Board meeting minutes documented: Pass
    • Audit committee oversight: Fail
    • Independent financial-statement audit: Pass

Sustainability

  • Operating margin: 46.7%; rating input score 89; 89th percentile among comparable filings
  • Total-asset coverage ratio: 5.32; rating input score 81; 81st percentile among comparable filings
  • Liabilities to assets ratio: 0.01; rating input score 38; 38th percentile among comparable filings
  • Officer compensation ratio: 0%; rating input score 67; 67th percentile among comparable filings

Growth

  • Program expense growth: -17% per year; rating input score 0; 7th percentile among comparable filings
  • Revenue growth: -3.6% per year; rating input score 0; 11th percentile among comparable filings
  • Asset growth: 32% per year; rating input score 100; 91st percentile among comparable filings

Details

  • Where the money goes: 48.8% of revenue deployed · 82.5% of spending went to programs
  • Governance: 0 of 5 board members independent · 6 of 7 filing controls reported
  • Programs: 1 filed program accomplishment · $131K in reported program spending
  • Leadership: top reported pay $0 · 5 people listed
  • Consistency: 19 of 19 current checks pass
  • Schedules: 7 filed schedules · includes major donors and grants
  • Filing history: 9 filing years from 2017 to 2025
  • Contacts: How to reach this organization
  • Money network: Resolved incoming and outgoing counterparties from filed money flows.
  • Related organizations: 3 filed related-organization links
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.

Key Signals

Signals prioritize questions for review. They are not findings of misconduct.

  • Moderate — Financial Efficiency: Mission deployment rate scored 49/100.
  • High — Accountability: Independent voting board scored 0/100.
  • High — Growth: Program expense growth scored 0/100.
  • High — Growth: Revenue growth scored 0/100.
  • Review — Accountability: Governance controls: Audit committee oversight not reported.
  • Moderate — Sustainability: Liabilities to assets ratio scored 38/100.