Civic Intelligence

Ew Montgomery Trusteeship

EIN 42-1111284 • 501(c)3 • Jewell, IA

Profile

PUBLIC LIBRARY

PO Box 207Jewell, IA 50130-0207

www.jewell.lib.ia.us

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

20th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

82nd percentile

34%

Higher net margin than 82% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Asset Growth

56th percentile

5.8%

Faster asset growth than 56% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

42nd percentile

2.8%

Faster revenue growth than 42% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets19th percentile

Assets

Up

$1,010,307

Up $55,595 (+5.8%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$1,010,307

Up $55,595 (+5.8%) from 2024

Operations
Liabilities / Revenue20th percentileNet Margin82nd percentile

Revenue

Up

$166,744

Up $4,490 (+2.8%) from 2024

Expenses

Up

$110,346

Up $1,924 (+1.8%) from 2024

Net Income

Up

$56,398

Up $2,566 (+4.8%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth56th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $373,290Liabilities 2011: $0Net Assets 2011: $373,2902011Assets 2012: $406,391Liabilities 2012: $02012Assets 2013: $417,782Liabilities 2013: $02013Assets 2014: $449,849Liabilities 2014: $0Net Assets 2014: $449,8492014Assets 2015: $434,626Liabilities 2015: $0Net Assets 2015: $434,6262015Assets 2016: $476,507Liabilities 2016: $0Net Assets 2016: $476,5072016Assets 2017: $523,459Liabilities 2017: $0Net Assets 2017: $523,4592017Assets 2018: $506,795Liabilities 2018: $0Net Assets 2018: $506,7952018Assets 2019: $541,081Liabilities 2019: $0Net Assets 2019: $541,0812019Assets 2020: $537,949Liabilities 2020: $0Net Assets 2020: $537,9492020Assets 2021: $603,643Liabilities 2021: $0Net Assets 2021: $603,6432021Assets 2022: $567,795Liabilities 2022: $0Net Assets 2022: $567,7952022Assets 2023: $906,080Liabilities 2023: $0Net Assets 2023: $906,0802023Assets 2024: $954,712Liabilities 2024: $0Net Assets 2024: $954,7122024Assets 2025: $1,010,307Liabilities 2025: $0Net Assets 2025: $1,010,3072025

Highlighted filing

2025

Assets$1,010,307
Liabilities$0
Net Assets$1,010,307
Open 2025 Filing

Operations Trend

Revenue Growth42nd percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $81,804Expenses 2011: $65,687Net Income 2011: $16,1172011Revenue 2012: $98,681Expenses 2012: $90,371Net Income 2012: $8,3102012Revenue 2013: $95,172Expenses 2013: $80,362Net Income 2013: $14,8102013Revenue 2014: $111,346Expenses 2014: $77,751Net Income 2014: $33,5952014Revenue 2015: $95,402Expenses 2015: $81,967Net Income 2015: $13,4352015Revenue 2016: $107,260Expenses 2016: $88,878Net Income 2016: $18,3822016Revenue 2017: $125,210Expenses 2017: $88,731Net Income 2017: $36,4792017Revenue 2018: $106,428Expenses 2018: $87,750Net Income 2018: $18,6782018Revenue 2019: $97,685Expenses 2019: $97,860Net Income 2019: -$1752019Revenue 2020: $113,986Expenses 2020: $96,150Net Income 2020: $17,8362020Revenue 2021: $114,730Expenses 2021: $91,292Net Income 2021: $23,4382021Revenue 2022: $118,584Expenses 2022: $103,147Net Income 2022: $15,4372022Revenue 2023: $140,870Expenses 2023: $104,205Net Income 2023: $36,6652023Revenue 2024: $162,254Expenses 2024: $108,422Net Income 2024: $53,8322024Revenue 2025: $166,744Expenses 2025: $110,346Net Income 2025: $56,3982025

Highlighted filing

2025

Revenue$166,744
Expenses$110,346
Net Income$56,398
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,010,307
Liabilities
$0
Net assets
$1,010,307
Revenue
$166,744
Expenses
$110,346
Net income
$56,398
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.01$0.00$1.01$0.17$0.11$0.06
2024Summary only. Only limited summary data is available for this year.$0.95$0.00$0.95$0.16$0.11$0.05
2023Summary only. Only limited summary data is available for this year.$0.91$0.00$0.91$0.14$0.10$0.04
2022Summary only. Only limited summary data is available for this year.$0.57$0.00$0.57$0.12$0.10$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.60$0.00$0.60$0.11$0.09$0.02
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.54$0.00$0.54$0.11$0.10$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.54$0.00$0.54$0.10$0.10$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.51$0.00$0.51$0.11$0.09$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.52$0.00$0.52$0.13$0.09$0.04
2016Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.11$0.09$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$0.10$0.08$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.45$0.00$0.45$0.11$0.08$0.03
2013Summary only. Only limited summary data is available for this year.$0.42$0.00$0.10$0.08$0.01
2012Summary only. Only limited summary data is available for this year.$0.41$0.00$0.10$0.09$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.37$0.00$0.37$0.08$0.07$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 1, 2025
Return Version
2024v5.2
Gross Receipts
$166,744
Mission and Program Overview

Mission

Public library serving the residents of the city of jewell, iowa, population of 1,215 people and the residents of hamilton county, iowa, population of 15,673 people.

Public library serving the residents of the City of Jewell, Iowa, population 1,215 people and the residents of Hamilton County, Iowa, population of 15,673 people.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$899,034$933,580▲ $34,546
Savings and Temporary Cash Investments$55,678$76,727▲ $21,049
Total Assets$954,712$1,010,307▲ $55,595
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$954,712$1,010,307▲ $55,595
Total Net Assets Fund Balance$954,712$1,010,307▲ $55,595
Total Liabilities and Net Assets / Fund Balance$954,712$1,010,307▲ $55,595
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Ashley WatkinsTrustee
Kristine FlaughTrustee
Larry KoehnkTrustee
Roxanne YoungLibrarian
Revenue and Support

Revenue Composition

Contributions and Grants
$103,808
Program Service Revenue
$0
Investment Income
$54,201
Other Revenue
$8,735
All Other Contributions
$3,823
Change in Net Assets
$56,398
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$76,379
Other Expenses$33,967
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$55,239--$55,239
Payroll Taxes$19,494--$19,494
All Other Expenses$6,604--$6,604
Other Employee Benefits$1,646--$1,646
Office Expenses$1,563--$1,563
Information Technology$762--$762
Fees for Services Legal$750--$750
Other Expenses$10--$10
Total Functional Expenses$110,346$0$0$110,346
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

Form 990 governing body review Part VI line 11

“The Trustees review the From 990 prior to its filing with the Internal Revenue Service. The review includes, but is not limited to, a reconciliation between the Form 990 and the Financial Statements.”

Governing documents etc available to public Part VI line 19

“The Trustees make the governing documents, financial statements, and Form 990 available to the public, upon request.”

Filing and Contact Details

Filer

Filer Name
EW Montgomery Trusteeship
EIN
42-1111284
In Care Of
% Roxanne Young
Phone
5158275112
Address
PO Box 207, Jewell, IA 50130-0207

Signing Officer

Name
Roxanne Young
Title
Librarian
Phone
5158275112
Signed
2025-10-01
Discuss with paid preparer
Yes

Organization Details

Formed
1949
Legal Domicile
Ia
Voting Board Members
3
Independent Board Members
3
Employees
2

Preparer

Firm
Deppe Law Office
Address
PO Box 86, Jewell, IA 50130
Preparer
Justin T Deppe
Phone
5158275404
Raw XML Appendix317 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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IRS990/ActivitiesConductedPrtshpInd0false
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IRS990/AllOtherContributionsAmt03823
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IRS990/AllOtherExpensesGrp/TotalAmt06604
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IRS990/BooksInCareOfDetail/PhoneNum05158275112
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IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0103808
IRS990/CYGrantsAndSimilarPaidAmt00
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IRS990/CYOtherExpensesAmt033967
IRS990/CYOtherRevenueAmt08735
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IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0The Montgomery Memorial Library had a circulation of 10,892 physical items and 3,662 downloadable items. There are 807 registered users of the library. There were a total of 96 library programs for children, young adults, and adults. There were a total of 1,371 people who attended these programs. There was a total of 8,135 people who used the library and there were 8 people who utilized curbside pickups and there were 26 people who utilized delivery to patrons.
IRS990/DescribedInSection501c3Ind0true
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IRS990/DistributionToDonorInd0false
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IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt02
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
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IRS990/Form990PartVIISectionAGrp/PersonNm3Roxanne Young
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Librarian
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01949
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GovernmentGrantsAmt098390
IRS990/GrantAmt0102213
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0166744
IRS990/GrossRentsGrp/RealAmt08735
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ProgramServicesAmt0762
IRS990/InformationTechnologyGrp/TotalAmt0762
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt054201
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt054201
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0899034
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0933580
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IA
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembershipDuesAmt01595
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0Public library serving the residents of the City of Jewell, Iowa, population 1,215 people and the residents of Hamilton County, Iowa, population of 15,673 people.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0954712
IRS990/NetAssetsOrFundBalancesEOYAmt01010307
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/ProgramServicesAmt01563
IRS990/OfficeExpensesGrp/TotalAmt01563
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
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IRS990/OtherExpensesGrp/Desc0Utilities and Maintenance
IRS990/OtherExpensesGrp/Desc1Materials and Periodicals
IRS990/OtherExpensesGrp/Desc2FurnitureEquipment
IRS990/OtherExpensesGrp/Desc3Court Costs
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IRS990/ReportOtherLiabilitiesInd0false
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The Trustees review the From 990 prior to its filing with the Internal Revenue Service. The review includes, but is not limited to, a reconciliation between the Form 990 and the Financial Statements.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1The Trustees make the governing documents, financial statements, and Form 990 available to the public, upon request.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990 governing body review Part VI line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Governing documents etc available to public Part VI line 19
IRS990/SchoolOperatingInd0false
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-01
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ReturnHeader/ReturnTs02025-10-01T20:14:19-04:00
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ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

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