Civic Intelligence

E W Montgomery Trusteeship

990EZ • Fiscal year 2011 • EIN 42-1111284

Jul 01, 2010 to Jun 30, 2011 • Filed on Oct 11, 2011

Organization ProfileWWW.JEWELL.LIB.IA.US
PO Box 20750130-0207
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

53rd percentile

0.00x

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

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Liabilities / Revenue

56th percentile

0.00x

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

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Net Margin

78th percentile

20%

Higher net margin than 78% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Balance Sheet
Liabilities / Assets53rd percentile

Assets

$373,290

No earlier filing loaded for comparison.

Net Assets

$373,290

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin78th percentile

Revenue

$81,804

No earlier filing loaded for comparison.

Expenses

$65,687

No earlier filing loaded for comparison.

Net Income

$16,117

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2011

Assets$373,290
Liabilities$0
Net Assets$373,290
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2011

Revenue$81,804
Expenses$65,687
Net Income$16,117
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
Oct 11, 2011
Return Version
2010v3.4
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.

Filing and Contact Details

Filer

EIN
42-1111284
Raw XML Appendix155 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
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY0341669
IRS990EZ/CashSavingsAndInvestments/EOY0373290
IRS990EZ/ContributionsGiftsGrantsEtc056892
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear016117
IRS990EZ/FeesAndOthPymtToIndContractors0400
IRS990EZ/FiledScheduleA0true
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/GrossReceipts081804
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IRS990EZ/LandAndBuildings/BOY00
IRS990EZ/LandAndBuildings/EOY00
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY0341669
IRS990EZ/NetAssetsOrFundBalancesBOY0341669
IRS990EZ/NetAssetsOrFundBalances/EOY0373290
IRS990EZ/NetAssetsOrFundBalancesEOY0373290
IRS990EZ/OccupancyRentUtilitiesAndMaint06149
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine103343 SARATOGA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine11535 DIVISION
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine122135 330TH
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City0Jewell
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City1Jewell
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City2Jewell
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State0IA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State1IA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State2IA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode050130
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode150130
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode250130
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition01
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition11
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition21
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances20
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0JULIE LUTJEN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1LARRY KOEHNK
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName2MARY VAVROCH
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title2TRUSTEE
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherAssetsTotal/BOY00
IRS990EZ/OtherAssetsTotal/EOY00
IRS990EZ/OtherChangesInNetAssets015504
IRS990EZ/OtherExpensesTotal021321
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0PUBLIC LIBRARY
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0PUBLIC LIBRARY SERVING THE RESIDENTS OF THE CITY OF JEWELL IOWA POPULATION OF 1234 PEOPLE AND THE RESIDENTS OF HAMILTON COUNTY IOWA POPULATION OF 16438 PEOPLE
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations055247
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses065687
IRS990EZ/ProgramServiceRevenue03673
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/SalariesOtherCompEmplBenefits037817
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/StatesWhereCopyOfReturnIsFiled0IA
IRS990EZ/SumOfTotalLiabilities/BOY00
IRS990EZ/SumOfTotalLiabilities/EOY00
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10PO BOX 207
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0Jewell
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0IA
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode0501300207
IRS990EZ/TheBooksAreInCareOf/NamePerson0KRISTINE KOEHNK
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber05158275112
IRS990EZ/TotalAssets/BOY0341669
IRS990EZ/TotalAssets/EOY0373290
IRS990EZ/TotalExpenses065687
IRS990EZ/TotalProgramServiceExpenses065687
IRS990EZ/TotalRevenue081804
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0WWWJEWELLLIBIAUS
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear05318
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year08557
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years07482
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years0340643
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years0400
IRS990ScheduleA/GiftsGrantsContribReceived170/Total0362400
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYear013839
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus1Year024065
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus2Years015978
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years014511
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus4Years06550
IRS990ScheduleA/GrossInvestmentIncome170/Total074943
IRS990ScheduleA/PubliclySupportedOrg170b1Avi0X
IRS990ScheduleA/PublicSupportPertcentage17000.89360
IRS990ScheduleA/PublicSupportPertcentPriorYear00.89120
IRS990ScheduleA/PublicSupportTotal1700629267
IRS990ScheduleA/TaxRevLeviedForOrgBenefit170/CurrentTaxYear055247
IRS990ScheduleA/TaxRevLeviedForOrgBenefit170/CurrentTaxYearMinus1Year059626
IRS990ScheduleA/TaxRevLeviedForOrgBenefit170/CurrentTaxYearMinus2Years058179
IRS990ScheduleA/TaxRevLeviedForOrgBenefit170/CurrentTaxYearMinus3Years053443
IRS990ScheduleA/TaxRevLeviedForOrgBenefit170/CurrentTaxYearMinus4Years040372
IRS990ScheduleA/TaxRevLeviedForOrgBenefit170/Total0266867
IRS990ScheduleA/ThirtyThreePercntTestsCY1700X
IRS990ScheduleA/Total170/CurrentTaxYear060565
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year068183
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years065661
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years0394086
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years040772
IRS990ScheduleA/Total170/Total0629267
IRS990ScheduleA/TotalSupport0704210
IRS990ScheduleO/GeneralExplanation/Explanation0Description Amount MATERIALS 3475 PERIODICALS 13427 OFFICE SUPPLIES 1419 CONTINUING EDUCATION 650 PROGRAMS 1989 TECHNICAL SUPPORT 255 MISCELLANEOUS 21 COURT COSTS 10 INVESTMENT EXPENSE 75
IRS990ScheduleO/GeneralExplanation/Explanation1Description Amount REFLECTS CHANGE IN MARKET VALUE 15504
IRS990ScheduleO/GeneralExplanation/Identifier001. Description of other expenses (Part I, line 16)
IRS990ScheduleO/GeneralExplanation/Identifier102. Other changes in net assets or fund balances (Part I, line 20)
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/Filer/EIN0421111284
ReturnHeader/Filer/Name/BusinessNameLine10EW MONTGOMERY TRUSTEESHIP
ReturnHeader/Filer/NameControl0EWMO
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 207
ReturnHeader/Filer/USAddress/City0Jewell
ReturnHeader/Filer/USAddress/State0IA
ReturnHeader/Filer/USAddress/ZIPCode0501300207
ReturnHeader/Officer/AuthorizeThirdParty0false
ReturnHeader/Officer/DateSigned02011-10-11
ReturnHeader/Officer/Name0KRISTINE KOEHNK
ReturnHeader/Officer/Title0LIBRARIAN
ReturnHeader/Preparer/DatePrepared02011-10-11
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10DEPPE LAW OFFICE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO BOX 86
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Jewell
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0IA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode050130
ReturnHeader/Preparer/Name0JUSTIN T DEPPE
ReturnHeader/Preparer/Phone05158275404
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02010-07-01
ReturnHeader/TaxPeriodEndDate02011-06-30
ReturnHeader/TaxYear02010
ReturnHeader/Timestamp02011-10-14T13:36:27-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$373,290
Liabilities
$0
Net assets
$373,290
Revenue
$81,804
Expenses
$65,687
Net income
$16,117
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