Civic Intelligence

E W Montgomery Trusteeship

990EZ • Fiscal year 2016 • EIN 42-1111284

Jul 01, 2015 to Jun 30, 2016 • Filed on Sep 12, 2016

Organization ProfileWWW.JEWELL.LIB.IA.US
PO Box 207Jewell, IA 50130-0207

(515) 827-5112

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

55th percentile

0.00x

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Net Margin

74th percentile

17%

Higher net margin than 74% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

62nd percentile

9.6%

Faster asset growth than 62% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

66th percentile

12%

Faster revenue growth than 66% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$476,507

Up $41,881 (+9.6%) from 2015

Net Assets

Up

$476,507

Up $41,881 (+9.6%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin74th percentile

Revenue

Up

$107,260

Up $11,858 (+12%) from 2015

Expenses

Up

$88,878

Up $6,911 (+8.4%) from 2015

Net Income

Up

$18,382

Up $4,947 (+37%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

2016

Assets$476,507
Liabilities$0
Net Assets$476,507
Open 2016 Filing

Operations Trend

Revenue Growth66th percentile

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

2016

Revenue$107,260
Expenses$88,878
Net Income$18,382
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Sep 12, 2016
Return Version
2015v2.1
Gross Receipts
$107,260
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

Program Services

DescriptionGrantsExpenses
PUBLIC LIBRARY SERVING THE RESIDENTS OF THE CITY OF JEWELL IOWA POPULATION OF 1195 PEOPLE AND THE RESIDENTS OF HAMILTON COUNTY IOWA POPULATION OF 15302 PEOPLE--
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KRISTINE FLAUGHTrustee-$0--
LARRY KOEHNKTrustee-$0--
MARY VAVROCHTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Ew Montgomery Trusteeship
EIN
42-1111284
Address
PO BOX 207, Jewell, IA 50130-0207

Signing Officer

Name
Roxanne Young
Title
Librarian
Phone
5158275112
Signed
2016-09-12
Discuss with paid preparer
Yes

Preparer

Firm
Deppe Law Office
Address
PO Box 86, Jewell, IA 50130
Preparer
Justin T Deppe
Phone
5158275404
Supplemental Narrative

Additional Explanations

Description of other expenses Part I line 16

“Description AmountOVERDRIVE/BOOKS/AUDIO/PERIODICALS 15,608VIDEOS/GAMES/EBSCO 7,223OFFICE SUPPLIES 2,442CONTINUING EDUCATION 70PROGRAMS 3,237TECHNICAL SUPPORT 2,476INSURANCE 2,076LEGAL AND COURT COSTS 560MISCELLANEOUS 752EFTPS FED 941 IA DEPT OF REVENUE 11,197”

Other changes in net assets or fund balances Part I line 20

“Description AmountFURNITURE/EQUIPMENT 939REFLECTS CHANGE IN MARKET VALUE 22,560”

Raw XML Appendix141 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ROXANNE YOUNG
IRS990EZ/BooksInCareOfDetail/PhoneNum05158275112
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 207
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Jewell
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0501300207
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0434626
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0476507
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt079786
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt018382
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0434626
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0476507
IRS990EZ/GrossReceiptsAmt0107260
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt024419
IRS990EZ/LandAndBuildingsGrp/BOYAmt00
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt03055
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0434626
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0476507
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0434626
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0476507
IRS990EZ/OccupancyRentUtltsAndMaintAmt05911
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0KRISTINE FLAUGH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LARRY KOEHNK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2MARY VAVROCH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt00
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt023499
IRS990EZ/OtherExpensesTotalAmt045641
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0PUBLIC LIBRARY
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0PUBLIC LIBRARY SERVING THE RESIDENTS OF THE CITY OF JEWELL IOWA POPULATION OF 1195 PEOPLE AND THE RESIDENTS OF HAMILTON COUNTY IOWA POPULATION OF 15302 PEOPLE
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt037326
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt088878
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt0107260
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0WWW.JEWELL.LIB.IA.US
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt012505
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03395
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt011784
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt08171
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt016690
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt052545
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt017019
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt016932
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt015346
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt022859
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt021032
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt093188
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.80230
IRS990ScheduleA/PublicSupportPY170Pct00.79820
IRS990ScheduleA/PublicSupportTotal170Amt0378290
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearAmt070336
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus1YearAmt067675
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus2YearsAmt062633
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus3YearsAmt064142
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/CurrentTaxYearMinus4YearsAmt060959
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt0325745
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt082841
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt071070
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt074417
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt072313
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt077649
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0378290
IRS990ScheduleA/TotalSupportAmt0471478
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Description AmountOVERDRIVE/BOOKS/AUDIO/PERIODICALS 15,608VIDEOS/GAMES/EBSCO 7,223OFFICE SUPPLIES 2,442CONTINUING EDUCATION 70PROGRAMS 3,237TECHNICAL SUPPORT 2,476INSURANCE 2,076LEGAL AND COURT COSTS 560MISCELLANEOUS 752EFTPS FED 941 IA DEPT OF REVENUE 11,197
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Description AmountFURNITURE/EQUIPMENT 939REFLECTS CHANGE IN MARKET VALUE 22,560
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Description of other expenses Part I line 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other changes in net assets or fund balances Part I line 20
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROXANNE YOUNG
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0LIBRARIAN
ReturnHeader/BusinessOfficerGrp/PhoneNum05158275112
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EW MONTGOMERY TRUSTEESHIP
ReturnHeader/Filer/BusinessNameControlTxt0EWMO
ReturnHeader/Filer/EIN0421111284
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 207
ReturnHeader/Filer/USAddress/CityNm0Jewell
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd0501300207
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200944079
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Deppe Law Office
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 86
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Jewell
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050130
ReturnHeader/PreparerPersonGrp/PhoneNum05158275404
ReturnHeader/PreparerPersonGrp/PreparationDt02016-09-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JUSTIN T DEPPE
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02016-09-23T15:07:38-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$476,507
Liabilities
$0
Net assets
$476,507
Revenue
$107,260
Expenses
$88,878
Net income
$18,382
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