John & Vera Jo Surbeck Charitable Trust
501(c)(3) Donations tax-deductible
Only null% goes to programs Strong reserves Growing revenue
John & Vera Jo Surbeck Charitable Trust is a 501(c)(3) organization based in Kirksville, Missouri, registered in 1992, with $20,500 in FY2025 revenue. CharityIndex grades it F.
3009 Timber Ln, Kirksville, MO, 63501 EIN 43-6417662 Since 1992
Revenue (FY2025)
$21K
▲ 438.2% vs prior year
Expenses (FY2025)
$34K
Net assets
$549K
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
F
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for John & Vera Jo Surbeck Charitable Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
FFinancial health25% of the rating196 mo reserves · -64% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For John & Vera Jo Surbeck Charitable Trust: 196 mo reserves · -64% margin earns a F on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for John & Vera Jo Surbeck Charitable Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For John & Vera Jo Surbeck Charitable Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- 3009 Timber Ln, Kirksville, MO, 63501
- City
- Kirksville
- State
- Missouri
- Category
- —
- Subcategory
- —
Financial trends
Revenue grew from $7,224 (FY2021) to $21K (FY2025) across 5 reported years.
Financial snapshot
Financial health & position (FY2025)
Liabilities $0Net assets $549K
Operating margin
-63.5%
Spent more than it raised in the latest fiscal year.
Total assets
$549K
Total liabilities
$0
Net assets
$549K
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2025 | $20,500▲438% | $33,525▼0.7% | $548,753▼2.3% | $548,753▼2.3% | 990PF |
| 2024 | $3,809▼80.0% | $33,775▼3.6% | $561,778▼5.1% | $561,778▼5.1% | 990PF |
| 2023 | $19,021▲109% | $35,045▲527% | $591,744▼2.6% | $591,744▼2.6% | 990PF |
| 2022 | $9,104▲26.0% | $5,591▼41.0% | $607,768▲0.6% | $607,768▲0.6% | 990PF |
| 2021 | $7,224 | $9,483 | $604,255 | $604,255 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Frequently asked questions
- Is John & Vera Jo Surbeck Charitable Trust a legitimate nonprofit?
- Yes. John & Vera Jo Surbeck Charitable Trust is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 43-6417662, based in Kirksville, Missouri. Donations are tax-deductible.
- What is John & Vera Jo Surbeck Charitable Trust's EIN?
- John & Vera Jo Surbeck Charitable Trust's Employer Identification Number (EIN) is 43-6417662.
- How much revenue does John & Vera Jo Surbeck Charitable Trust report?
- John & Vera Jo Surbeck Charitable Trust reported $20,500 in total revenue on its fiscal year 2025 IRS Form 990 filing.
- What financial grade does John & Vera Jo Surbeck Charitable Trust have?
- CharityIndex grades John & Vera Jo Surbeck Charitable Trust F, based on financial health (reserves and operating margin).
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Data for John & Vera Jo Surbeck Charitable Trust (EIN 43-6417662) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.